MondegarAI
Havemeyer Place LP

Q1 2026 · 13F-HR

Havemeyer Place LPholdings as filed

Filed 2026-05-13 · accession 0002026128-26-000002

$866.7M
Reported value
498
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Havemeyer Place LP · Q1 2026

AI · grounded in 13F

Havemeyer Place LP closed its position in LEN for a reduction of $8.56M. The fund established new positions in ARM for $9.7M and ADSK for $9.09M. Other notable activity includes new stakes in DOW and TT, alongside a 672.3% increase in shares of CMI.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
042068205ARMARM HOLDINGS PLC$9.7M1.12%64,097CommonSOLE
231021106CMICUMMINS INC$9.6M1.10%17,771CommonSOLE
052769106ADSKAUTODESK INC$9.1M1.05%37,959CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.4M0.96%47,936CommonSOLE
09260D107BXBLACKSTONE INC$8.2M0.95%71,612CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.3M0.84%29,675CommonSOLE
260557103DOWDOW INC$7.2M0.83%172,109CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7.0M0.80%16,727CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.7M0.77%32,968CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.6M0.76%36,125CommonSOLE
922475108VEEVVEEVA SYS INC$6.3M0.73%36,035CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$6.1M0.71%62,886CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6.1M0.71%29,294CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$5.9M0.68%20,014CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$5.8M0.67%269,188CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$5.8M0.67%72,159CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$5.8M0.66%73,724CommonSOLE
437076102HDHOME DEPOT INC$5.7M0.66%17,281CommonSOLE
81762P102NOWSERVICENOW INC$5.5M0.63%52,611CommonSOLE
199908104FIXCOMFORT SYS USA INC$5.4M0.62%3,885CommonSOLE
023135106AMZNAMAZON COM INC$5.3M0.61%25,454CommonSOLE
15101Q207CLSCELESTICA INC$5.2M0.60%18,545CommonSOLE
142339100CSLCARLISLE COS INC$5.1M0.59%15,423CommonSOLE
122017106BURLBURLINGTON STORES INC$4.9M0.57%15,078CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4.9M0.56%67,354CommonSOLE
594918104MSFTMICROSOFT CORP$4.9M0.56%13,122CommonSOLE
58933Y105MRKMERCK & CO INC$4.7M0.55%39,281CommonSOLE
615369105MCOMOODYS CORP$4.7M0.54%10,781CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$4.6M0.54%432,147CommonSOLE
64110L106NFLXNETFLIX INC$4.6M0.53%48,189CommonSOLE
60770K107MRNAMODERNA INC$4.6M0.53%91,195CommonSOLE
771049103RBLXROBLOX CORP$4.6M0.53%81,146CommonSOLE
H11356104BGBUNGE GLOBAL SA$4.6M0.53%35,994CommonSOLE
77311W101RKTROCKET COS INC$4.4M0.50%306,234CommonSOLE
26884L109EQTEQT CORP$4.3M0.50%67,931CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.3M0.50%15,186CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.3M0.50%26,238CommonSOLE
77543R102ROKUROKU INC$4.2M0.48%44,197CommonSOLE
267475101DYDYCOM INDS INC$4.1M0.47%12,139CommonSOLE
833445109SNOWSNOWFLAKE INC$4.1M0.47%26,891CommonSOLE
87612G101TRGPTARGA RES CORP$4.0M0.46%16,042CommonSOLE
500754106KHCKRAFT HEINZ CO$4.0M0.46%178,653CommonSOLE
781154109RBRKRUBRIK INC.$4.0M0.46%82,046CommonSOLE
78709Y105SAIASAIA INC$4.0M0.46%11,342CommonSOLE
02079K305GOOGLALPHABET INC$3.9M0.46%13,728CommonSOLE
80004C200SNDKSANDISK CORP$3.9M0.45%6,196CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$3.8M0.44%18,062CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.8M0.44%2,186CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.7M0.43%8,808CommonSOLE
237266101DARDARLING INGREDIENTS INC$3.7M0.43%60,271CommonSOLE
12572Q105CMECME GROUP INC$3.7M0.43%12,605CommonSOLE
219350105GLWCORNING INC$3.7M0.43%27,139CommonSOLE
450913108IAGIAMGOLD CORP$3.7M0.42%195,685CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.7M0.42%11,466CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$3.7M0.42%39,858CommonSOLE
778296103ROSTROSS STORES INC$3.7M0.42%16,931CommonSOLE
368736104GNRCGENERAC HLDGS INC$3.7M0.42%18,760CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$3.7M0.42%37,526CommonSOLE
722304102PDDPDD HOLDINGS INC$3.6M0.41%35,074CommonSOLE
580135101MCDMCDONALDS CORP$3.6M0.41%11,426CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$3.5M0.40%504,605CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.5M0.40%108,968CommonSOLE
577081102MATMATTEL INC$3.5M0.40%237,548CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.4M0.39%101,923CommonSOLE
143130102KMXCARMAX INC$3.4M0.39%82,093CommonSOLE
29362U104ENTGENTEGRIS INC$3.4M0.39%28,920CommonSOLE
H5919C104ONONON HLDG AG$3.4M0.39%98,608CommonSOLE
427866108HSYHERSHEY CO$3.3M0.38%16,026CommonSOLE
372460105GPCGENUINE PARTS CO$3.3M0.38%31,481CommonSOLE
56585A102MPCMARATHON PETE CORP$3.3M0.38%13,545CommonSOLE
60937P106MDBMONGODB INC$3.2M0.37%13,198CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.2M0.37%2,953CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.2M0.37%17,582CommonSOLE
G491BT108IVZINVESCO LTD$3.2M0.36%130,219CommonSOLE
191216100KOCOCA COLA CO$3.1M0.36%41,233CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.1M0.35%25,123CommonSOLE
44812J104HUTHUT 8 CORP$3.0M0.35%64,546CommonSOLE
925652109VICIVICI PPTYS INC$3.0M0.35%110,277CommonSOLE
713448108PEPPEPSICO INC$3.0M0.35%19,397CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.0M0.35%50,936CommonSOLE
G25508105CRHCRH PLC$3.0M0.34%28,278CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3.0M0.34%39,480CommonSOLE
053332102AZOAUTOZONE INC$3.0M0.34%879CommonSOLE
576323109MTZMASTEC INC$2.9M0.34%9,142CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$2.9M0.34%73,110CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.9M0.33%71,065CommonSOLE
12504L109CBRECBRE GROUP INC$2.8M0.33%20,962CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$2.8M0.33%323,148CommonSOLE
294429105EFXEQUIFAX INC$2.8M0.33%15,643CommonSOLE
125269100CFCF INDS HLDGS INC$2.8M0.32%21,628CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.8M0.32%7,367CommonSOLE
11271J107BNBROOKFIELD CORP$2.7M0.32%67,785CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M0.30%6,756CommonSOLE
743315103PGRPROGRESSIVE CORP$2.6M0.30%13,273CommonSOLE
717081103PFEPFIZER INC$2.6M0.30%93,699CommonSOLE
N07059210ASMLASML HOLDING N V$2.6M0.30%1,981CommonSOLE
81141R100SESEA LTD$2.6M0.30%31,376CommonSOLE
G65163100JOBYJOBY AVIATION INC$2.6M0.30%309,732CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.6M0.29%5,382CommonSOLE
565788106MARAMARA HOLDINGS INC$2.6M0.29%312,816CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.5M0.29%24,886CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.5M0.29%5,655CommonSOLE
969457100WMBWILLIAMS COS INC$2.5M0.29%34,677CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.5M0.29%81,918CommonSOLE
04016X101ARGXARGENX SE$2.5M0.29%3,431CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.5M0.29%8,184CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$2.5M0.29%53,437CommonSOLE
23834J201DAVEDAVE INC$2.5M0.28%14,122CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.4M0.28%30,508CommonSOLE
683344105ONTOONTO INNOVATION INC$2.4M0.28%11,766CommonSOLE
836100107SOUNSOUNDHOUND AI INC$2.4M0.28%349,494CommonSOLE
974155103WINGWINGSTOP INC$2.4M0.28%15,400CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$2.4M0.28%150,149CommonSOLE
693506107PPGPPG INDS INC$2.4M0.27%22,274CommonSOLE
98954M200ZZILLOW GROUP INC$2.4M0.27%57,404CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.3M0.27%37,439CommonSOLE
01741R102ATIATI INC$2.3M0.27%16,058CommonSOLE
343412102FLRFLUOR CORP NEW$2.3M0.27%49,665CommonSOLE
52567D107LMNDLEMONADE INC$2.3M0.27%36,841CommonSOLE
65473P105NINISOURCE INC$2.3M0.26%49,117CommonSOLE
336433107FSLRFIRST SOLAR INC$2.3M0.26%11,616CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.3M0.26%39,690CommonSOLE
608190104MHKMOHAWK INDS INC$2.3M0.26%23,153CommonSOLE
037833100AAPLAPPLE INC$2.3M0.26%8,976CommonSOLE
099724106BWABORGWARNER INC$2.3M0.26%41,702CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.3M0.26%8,009CommonSOLE
69047Q102OVVOVINTIV INC$2.2M0.26%37,882CommonSOLE
81730H109SSENTINELONE INC$2.2M0.26%174,197CommonSOLE
69318G106PBFPBF ENERGY INC$2.2M0.26%47,110CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2.2M0.26%62,856CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.2M0.26%90,473CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$2.2M0.25%117,028CommonSOLE
87612E106TGTTARGET CORP$2.2M0.25%18,164CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$2.2M0.25%37,083CommonSOLE
632307104NTRANATERA INC$2.2M0.25%10,808CommonSOLE
148929102CAVACAVA GROUP INC$2.1M0.25%26,560CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$2.1M0.25%48,245CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.1M0.25%22,788CommonSOLE
58155Q103MCKMCKESSON CORP$2.1M0.25%2,474CommonSOLE
92343E102VRSNVERISIGN INC$2.1M0.25%8,586CommonSOLE
M6191J100FROGJFROG LTD$2.1M0.25%45,429CommonSOLE
574599106MASMASCO CORP$2.1M0.24%34,804CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.1M0.24%6,077CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.1M0.24%2,819CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.1M0.24%57,976CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.24%2,439CommonSOLE
942622200WSOWATSCO INC$2.1M0.24%5,648CommonSOLE
457669307INSMINSMED INC$2.0M0.24%12,461CommonSOLE
83304A106SNAPSNAP INC$2.0M0.24%442,786CommonSOLE
16679L109CHWYCHEWY INC$2.0M0.23%75,213CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.0M0.23%11,708CommonSOLE
40415F101HDBHDFC BANK LTD$2.0M0.23%80,483CommonSOLE
33829M101FIVEFIVE BELOW INC$2.0M0.23%8,723CommonSOLE
596278101MIDDMIDDLEBY CORP$2.0M0.23%14,996CommonSOLE
980745103WWDWOODWARD INC$2.0M0.23%5,540CommonSOLE
69351T106PPLPPL CORP$2.0M0.23%51,758CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.0M0.23%21,366CommonSOLE
29364G103ETRENTERGY CORP NEW$2.0M0.23%17,457CommonSOLE
929740108WABWABTEC$2.0M0.23%7,810CommonSOLE
252131107DXCMDEXCOM INC$1.9M0.22%30,928CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.9M0.22%2,828CommonSOLE
G7S00T104PNRPENTAIR PLC$1.9M0.22%22,136CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$1.9M0.22%68,148CommonSOLE
55306N104MKSIMKS INC.$1.9M0.22%8,220CommonSOLE
070830104BBWIBATH & BODY WORKS INC$1.9M0.21%99,489CommonSOLE
36162J106GEOGEO GROUP INC NEW$1.8M0.21%109,730CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.8M0.21%39,685CommonSOLE
377322102GKOSGLAUKOS CORP$1.8M0.21%17,077CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$1.8M0.21%35,953CommonSOLE
896239100TRMBTRIMBLE INC$1.8M0.21%27,921CommonSOLE
745867101PHMPULTE GROUP INC$1.8M0.21%15,477CommonSOLE
45337C102INCYINCYTE CORP$1.8M0.21%19,145CommonSOLE
053774105CARAVIS BUDGET GROUP$1.8M0.21%12,337CommonSOLE
009066101ABNBAIRBNB INC$1.8M0.21%14,241CommonSOLE
21874C102CNMCORE & MAIN INC$1.8M0.21%36,284CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.8M0.21%43,288CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.8M0.21%8,768CommonSOLE
872657101TPGTPG INC$1.8M0.20%43,823CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.8M0.20%2,605CommonSOLE
278865100ECLECOLAB INC$1.8M0.20%6,658CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$1.8M0.20%188,738CommonSOLE
74967X103RHRH$1.7M0.20%12,470CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.7M0.20%22,019CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$1.7M0.20%38,453CommonSOLE
012653101ALBALBEMARLE CORP$1.7M0.20%9,641CommonSOLE
819047101SHAKSHAKE SHACK INC$1.7M0.20%19,362CommonSOLE
056752108BIDUBAIDU INC$1.7M0.20%15,357CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$1.7M0.20%20,632CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.7M0.20%56,695CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.7M0.20%8,663CommonSOLE
379577208GMEDGLOBUS MED INC$1.7M0.19%19,584CommonSOLE
G98239109XPXP INC$1.7M0.19%87,903CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.7M0.19%25,094CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$1.7M0.19%46,314CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.7M0.19%10,033CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.7M0.19%6,191CommonSOLE
81764X103TTANSERVICETITAN INC$1.6M0.19%25,926CommonSOLE
693718108PCARPACCAR INC$1.6M0.19%14,235CommonSOLE
902494103TSNTYSON FOODS INC$1.6M0.19%25,486CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.6M0.19%20,943CommonSOLE
871607107SNPSSYNOPSYS INC$1.6M0.18%4,034CommonSOLE
37637K108GTLBGITLAB INC$1.6M0.18%73,880CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$1.6M0.18%89,887CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.6M0.18%3,051CommonSOLE
05352A100AVTRAVANTOR INC$1.6M0.18%202,483CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$1.6M0.18%105,765CommonSOLE
86333M108LRNSTRIDE INC$1.6M0.18%17,881CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.18%23,164CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$1.5M0.18%20,930CommonSOLE
46284V101IRMIRON MTN INC DEL$1.5M0.18%15,077CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.5M0.18%29,158CommonSOLE
816851109SRESEMPRA$1.5M0.18%15,817CommonSOLE
H42097107UBSUBS GROUP AG$1.5M0.18%39,216CommonSOLE
816850101SMTCSEMTECH CORP$1.5M0.18%19,886CommonSOLE
04621X108AIZASSURANT INC$1.5M0.18%7,016CommonSOLE
G2519Y108BAPCREDICORP LTD$1.5M0.18%4,504CommonSOLE
759509102RSRELIANCE INC$1.5M0.18%5,018CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.18%7,480CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.5M0.18%59,216CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.5M0.17%7,242CommonSOLE
133131102CPTCAMDEN PPTY TR$1.5M0.17%15,492CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.5M0.17%2,550CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.5M0.17%6,167CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1.5M0.17%300,300CommonSOLE
477143101JBLUJETBLUE AWYS CORP$1.5M0.17%340,842CommonSOLE
45073V108ITTITT INC$1.5M0.17%7,902CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.5M0.17%17,367CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.5M0.17%71,994CommonSOLE
37959E102GLGLOBE LIFE INC$1.5M0.17%10,670CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.5M0.17%4,877CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.5M0.17%31,302CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1.5M0.17%33,922CommonSOLE
228368106CCKCROWN HLDGS INC$1.5M0.17%14,501CommonSOLE
770323103RHIROBERT HALF INC.$1.5M0.17%57,140CommonSOLE
311900104FASTFASTENAL CO$1.5M0.17%31,272CommonSOLE
40131M109GHGUARDANT HEALTH INC$1.4M0.17%15,655CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$1.4M0.17%15,893CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$1.4M0.16%170,850CommonSOLE
00090Q103ADTADT INC DEL$1.4M0.16%214,951CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$1.4M0.16%109,439CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.4M0.16%9,339CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.16%8,737CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$1.4M0.16%3,286CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.16%65,716CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.4M0.16%7,292CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.4M0.16%11,594CommonSOLE
G8473T100STESTERIS PLC$1.4M0.16%6,149CommonSOLE
74935Q107RBARB GLOBAL INC$1.4M0.16%14,184CommonSOLE
950915108WRDWERIDE INC$1.4M0.16%167,972CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.16%1,349CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$1.3M0.15%15,869CommonSOLE
07725L102ONCBEONE MEDICINES LTD$1.3M0.15%4,471CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.15%20,939CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$1.3M0.15%6,391CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$1.3M0.15%90,072CommonSOLE
04010E109AGXARGAN INC$1.3M0.15%2,386CommonSOLE
64110W102NTESNETEASE INC$1.3M0.15%11,606CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.15%6,245CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.3M0.15%28,444CommonSOLE
668771108GENGEN DIGITAL INC$1.3M0.15%68,314CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$1.3M0.15%59,127CommonSOLE
87043Q108SGSWEETGREEN INC$1.3M0.15%243,171CommonSOLE
11777Q209BTGB2GOLD CORP$1.3M0.15%277,819CommonSOLE
34354P105FLSFLOWSERVE CORP$1.2M0.14%16,836CommonSOLE
364760108GAPGAP INC$1.2M0.14%51,141CommonSOLE
82452J109FOURSHIFT4 PMTS INC$1.2M0.14%28,296CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$1.2M0.14%142,098CommonSOLE
806407102HSICHENRY SCHEIN INC$1.2M0.14%16,583CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$1.2M0.14%13,126CommonSOLE
G54950103LINLINDE PLC$1.2M0.14%2,448CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.14%3,692CommonSOLE
032095101APHAMPHENOL CORP NEW$1.2M0.14%9,586CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.14%2,114CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.2M0.14%53,009CommonSOLE
03674X106ARANTERO RESOURCES CORP$1.2M0.14%28,271CommonSOLE
358039105FRPTFRESHPET INC$1.2M0.14%20,306CommonSOLE
92338C103VLTOVERALTO CORP$1.2M0.14%13,459CommonSOLE
268150109DTDYNATRACE INC$1.2M0.14%32,049CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.14%8,996CommonSOLE
007973100AEISADVANCED ENERGY INDS$1.2M0.14%3,663CommonSOLE
29476L107EQREQUITY RESIDENTIAL$1.2M0.14%19,949CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$1.2M0.14%61,989CommonSOLE
02209S103MOALTRIA GROUP INC$1.2M0.14%17,758CommonSOLE
05329W102ANAUTONATION INC$1.2M0.13%5,977CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.2M0.13%9,156CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.13%7,952CommonSOLE
91529Y106UNMUNUM GROUP$1.2M0.13%15,922CommonSOLE
125523100CITHE CIGNA GROUP$1.2M0.13%4,354CommonSOLE
440452100HRLHORMEL FOODS CORP$1.2M0.13%50,856CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.13%9,657CommonSOLE
G0176J109ALLEALLEGION PLC$1.1M0.13%7,856CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$1.1M0.13%6,741CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.1M0.13%13,950CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.1M0.13%6,500CommonSOLE
M3760D101ESLTELBIT SYS LTD$1.1M0.13%1,319CommonSOLE
02156V109OKLOOKLO INC$1.1M0.13%22,132CommonSOLE
963320106WHRWHIRLPOOL CORP$1.1M0.13%20,285CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$1.1M0.12%12,721CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.12%1,170CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.1M0.12%11,739CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.1M0.12%6,398CommonSOLE
29786A106ETSYETSY INC$1.1M0.12%21,068CommonSOLE
H01301128ALCALCON AG$1.0M0.12%13,900CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.0M0.12%3,185CommonSOLE
767204100RIORIO TINTO PLC$1.0M0.12%11,143CommonSOLE
773121108RKLBROCKET LAB CORP$1.0M0.12%16,134CommonSOLE
55616P104MMACYS INC$1.0M0.12%56,775CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.0M0.12%4,138CommonSOLE
235851102DHRDANAHER CORPORATION$1.0M0.12%5,392CommonSOLE
29977A105EVREVERCORE INC$1.0M0.12%3,416CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.0M0.12%2,113CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.12%871CommonSOLE
988498101YUMYUM BRANDS INC$1.0M0.12%6,444CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$995,7810.11%66,297CommonSOLE
87151X101SYMSYMBOTIC INC$995,0000.11%18,703CommonSOLE
88579Y101MMM3M CO$979,8670.11%6,747CommonSOLE
701094104PHPARKER-HANNIFIN CORP$957,9070.11%1,070CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$952,2440.11%2,878CommonSOLE
L44385109GLOBGLOBANT S A$946,8690.11%20,535CommonSOLE
205887102CAGCONAGRA BRANDS INC$945,4480.11%60,143CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$942,9940.11%13,014CommonSOLE
051774107AURAURORA INNOVATION INC$942,3800.11%228,733CommonSOLE
83444M101SOLVSOLVENTUM CORP$942,1480.11%14,428CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$941,8010.11%5,367CommonSOLE
842587107SOSOUTHERN CO$923,0210.11%9,563CommonSOLE
G3223R108EGEVEREST GROUP LTD$913,5460.11%2,795CommonSOLE
526107107LIILENNOX INTL INC$911,5510.11%1,964CommonSOLE
690742101OCOWENS CORNING NEW$908,3990.10%8,394CommonSOLE
04010L103ARCCARES CAPITAL CORP$906,8750.10%50,326CommonSOLE
337738108FISVFISERV INC$901,8950.10%16,163CommonSOLE
653656108NICENICE LTD$892,4440.10%8,094CommonSOLE
G3922B107GGENPACT LIMITED$887,9280.10%23,837CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$868,9200.10%10,786CommonSOLE
874080104TALTAL EDUCATION GROUP$866,5300.10%76,212CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$852,3400.10%13,188CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$848,0630.10%2,883CommonSOLE
209115104EDCONSOLIDATED EDISON INC$847,3790.10%7,487CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$846,4530.10%12,202CommonSOLE
03073E105CORCENCORA INC$842,8380.10%2,683CommonSOLE
31188V100FSLYFASTLY INC$837,0730.10%28,805CommonSOLE
G0250X149AMCRAMCOR PLC$836,5790.10%21,046CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$834,7600.10%12,354CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$832,4050.10%13,276CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$801,8850.09%4,909CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$796,9860.09%4,724CommonSOLE
N90064101QUREUNIQURE NV$792,4350.09%48,467CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$791,1000.09%8,038CommonSOLE
29444U700EQIXEQUINIX INC$789,0930.09%805CommonSOLE
98389B100XELXCEL ENERGY INC$784,2320.09%9,872CommonSOLE
256163106DOCUDOCUSIGN INC$784,0670.09%16,538CommonSOLE
10316T104BOXBOX INC$783,5480.09%33,145CommonSOLE
89531P105TREXTREX CO INC$781,4280.09%21,456CommonSOLE
82509L107SHOPSHOPIFY INC$776,8420.09%6,549CommonSOLE
060505104BACBANK AMERICA CORP$764,3030.09%15,678CommonSOLE
375558103GILDGILEAD SCIENCES INC$759,5670.09%5,450CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$748,9900.09%1,563CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$747,7090.09%44,773CommonSOLE
46187W107INVHINVITATION HOMES INC$728,4030.08%29,312CommonSOLE
09075V102BNTXBIONTECH SE$724,6390.08%8,153CommonSOLE
26701L100BROSDUTCH BROS INC$718,6630.08%14,186CommonSOLE
06738E204BCSBARCLAYS PLC$717,3660.08%33,902CommonSOLE
06849F108BBARRICK MNG CORP$705,7080.08%17,301CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$703,9430.08%32,772CommonSOLE
88023B103TEMTEMPUS AI INC$702,4930.08%15,535CommonSOLE
14316J108CGCARLYLE GROUP INC$688,8800.08%14,236CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$686,5350.08%58,930CommonSOLE
902653104UDRUDR INC$683,7070.08%20,240CommonSOLE
418056107HASHASBRO INC$678,9740.08%7,254CommonSOLE
25809K105DASHDOORDASH INC$672,6720.08%4,480CommonSOLE
011532108AGIALAMOS GOLD INC NEW$663,4290.08%14,932CommonSOLE
090040106BILIBILIBILI INC$662,6770.08%29,374CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$659,6080.08%523CommonSOLE
73278L105POOLPOOL CORP$649,4790.07%3,210CommonSOLE
501044101KRKROGER CO$643,2800.07%8,890CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$641,6770.07%6,369CommonSOLE
002824100ABTABBOTT LABS$623,6180.07%6,074CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$613,3600.07%6,170CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$613,3130.07%8,259CommonSOLE
404280406HSBCHSBC HLDGS PLC$594,4230.07%7,206CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$586,5320.07%17,656CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$575,7010.07%12,402CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$572,3990.07%6,217CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$567,3050.07%30,566CommonSOLE
457730109INSPINSPIRE MED SYS INC$566,6580.07%10,986CommonSOLE
29250N105ENBENBRIDGE INC$566,6290.07%10,466CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$564,6840.07%183,936CommonSOLE
90353W103UIUBIQUITI INC$564,2670.07%714CommonSOLE
227046109CROXCROCS INC$563,7890.07%6,791CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$552,4460.06%7,835CommonSOLE
888787108TOSTTOAST INC$548,3330.06%20,684CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$541,0890.06%33,988CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$539,7740.06%3,016CommonSOLE
78435P105SEZLSEZZLE INC$537,3320.06%8,490CommonSOLE
739128106POWLPOWELL INDS INC$534,0460.06%987CommonSOLE
297178105ESSESSEX PPTY TR INC$525,1400.06%2,170CommonSOLE
443573100HUBSHUBSPOT INC$519,6890.06%2,129CommonSOLE
42226A107HQYHEALTHEQUITY INC$517,2150.06%6,189CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$517,1590.06%2,261CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$512,5500.06%1,057CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$505,1490.06%965CommonSOLE
453204109PIIMPINJ INC$497,7870.06%4,847CommonSOLE
858119100STLDSTEEL DYNAMICS INC$495,5400.06%2,753CommonSOLE
759916109RGENREPLIGEN CORP$486,3610.06%4,128CommonSOLE
053611109AVYAVERY DENNISON CORP$481,2590.06%2,787CommonSOLE
46266C105IQVIQVIA HLDGS INC$476,8300.06%2,796CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$476,5810.05%6,449CommonSOLE
866674104SUISUN CMNTYS INC$469,8310.05%3,730CommonSOLE
277432100EMNEASTMAN CHEM CO$463,9490.05%6,079CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$463,2480.05%5,007CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$457,2800.05%54,116CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$448,5490.05%238CommonSOLE
438516106HONHONEYWELL INTL INC$432,6210.05%1,914CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$422,0690.05%5,744CommonSOLE
75281A109RRCRANGE RES CORP$418,5020.05%9,263CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$417,9900.05%45,782CommonSOLE
744320102PRUPRUDENTIAL FINL INC$416,4520.05%4,263CommonSOLE
91332U101UUNITY SOFTWARE INC$410,6290.05%18,716CommonSOLE
30161N101EXCEXELON CORP$402,9440.05%8,220CommonSOLE
349942102FSMFORTUNA MNG CORP$395,9980.05%39,879CommonSOLE
98980G102ZSZSCALER INC$394,0750.05%2,809CommonSOLE
960413102WLKWESTLAKE CORPORATION$379,6650.04%3,250CommonSOLE
N00985106AERAERCAP HOLDINGS NV$378,0680.04%2,756CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$375,7660.04%1,735CommonSOLE
86771W105RUNSUNRUN INC$373,1030.04%27,515CommonSOLE
384802104GWWWW GRAINGER INC$370,8750.04%340CommonSOLE
018802108LNTALLIANT ENERGY CORP$362,4600.04%5,051CommonSOLE
136385101CNQCANADIAN NAT RES LTD$348,9560.04%7,161CommonSOLE
891092108TTCTORO CO$343,2050.04%3,673CommonSOLE
302520101FNBF N B CORP$342,5260.04%20,486CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$342,4820.04%73,180CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$339,2060.04%4,010CommonSOLE
570535104MKLMARKEL GROUP INC$336,8760.04%176CommonSOLE
617446448MSMORGAN STANLEY$335,2290.04%2,037CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$326,2290.04%1,179CommonSOLE
96208T104WEXWEX INC$323,6800.04%2,115CommonSOLE
882508104TXNTEXAS INSTRS INC$321,6900.04%1,657CommonSOLE
929160109VMCVULCAN MATLS CO$321,3140.04%1,180CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$320,4120.04%91,026CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$308,8690.04%3,857CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$306,0970.04%664CommonSOLE
983793100XPOXPO INC$299,8020.03%1,541CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$298,6110.03%1,735CommonSOLE
15135U109CVECENOVUS ENERGY INC$297,7460.03%11,223CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$296,8260.03%6,085CommonSOLE
302491303FMCFMC CORP$289,8300.03%16,831CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$289,7380.03%6,612CommonSOLE
233331107DTEDTE ENERGY CO$289,3690.03%1,979CommonSOLE
92936U109WPCWP CAREY INC$288,5580.03%4,246CommonSOLE
861012102STMSTMICROELECTRONICS N V$282,3080.03%8,171CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$277,0180.03%932CommonSOLE
59156R108METMETLIFE INC$273,1910.03%3,863CommonSOLE
45104G104IBNICICI BANK LIMITED$266,2260.03%10,279CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$262,1590.03%5,724CommonSOLE
74767V109QSQUANTUMSCAPE CORP$250,5110.03%39,265CommonSOLE
75134P600METCRAMACO RES INC$241,6550.03%15,631CommonSOLE
229663109CUBECUBESMART$240,9370.03%6,574CommonSOLE
49446R109KIMKIMCO RLTY CORP$238,8110.03%10,628CommonSOLE
919794107VLYVALLEY NATL BANCORP$229,5750.03%18,695CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$229,0550.03%880CommonSOLE
50202M102LILI AUTO INC$218,4530.03%12,252CommonSOLE
084423102WRBBERKLEY W R CORP$218,3260.03%3,294CommonSOLE
904767803ULUNILEVER PLC$213,0110.02%3,739CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$207,2730.02%1,276CommonSOLE
150870103CECELANESE CORP DEL$195,7320.02%2,976CommonSOLE
72703H101PLNTPLANET FITNESS INC$177,1730.02%2,382CommonSOLE
35834F104TET1 ENERGY INC$171,3240.02%39,026CommonSOLE
48666K109KBHKB HOME$168,8600.02%3,263CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$152,6470.02%1,791CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$147,8370.02%6,794CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$136,1940.02%1,375CommonSOLE
88339J105TTDTHE TRADE DESK INC$135,1870.02%5,958CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$131,7330.02%667CommonSOLE
553368101MPMP MATERIALS CORP$126,2480.01%2,616CommonSOLE
172062101CINFCINCINNATI FINL CORP$90,3190.01%574CommonSOLE
N82405106STLASTELLANTIS N.V$87,9370.01%12,403CommonSOLE
92556V106VTRSVIATRIS INC$87,4640.01%6,474CommonSOLE
95082P105WCCWESCO INTL INC$86,1900.01%315CommonSOLE
248356107DNNDENISON MINES CORP$84,4760.01%23,931CommonSOLE
30034W106EVRGEVERGY INC$84,3780.01%1,030CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$83,7030.01%872CommonSOLE
126650100CVSCVS HEALTH CORP$81,5880.01%1,136CommonSOLE
485924104KRMNKARMAN HLDGS INC$62,5990.01%782CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$59,4680.01%474CommonSOLE
443628102HBMHUDBAY MINERALS INC$59,0220.01%2,824CommonSOLE
74624M102PPURE STORAGE INC$57,5050.01%974CommonSOLE
00246W103AXTIAXT INC$55,1570.01%968CommonSOLE
48553T106BZKANZHUN LIMITED$55,1400.01%4,118CommonSOLE
98585X104YETIYETI HLDGS INC$53,7870.01%1,470CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$52,7470.01%527CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$48,8730.01%239CommonSOLE
879369106TFXTELEFLEX INCORPORATED$46,6480.01%390CommonSOLE
15135B101CNCCENTENE CORP DEL$38,0770.00%1,163CommonSOLE
90138A103VNETVNET GROUP INC$28,4000.00%3,385CommonSOLE
775711104ROLROLLINS INC$26,5980.00%498CommonSOLE
72703X106PLPLANET LABS PBC$20,9350.00%749CommonSOLE
732908108PONYPONY AI INC$19,0120.00%2,014CommonSOLE
256746108DLTRDOLLAR TREE INC$17,7410.00%162CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$2,3900.00%48CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.