MondegarAI
CAXTON ASSOCIATES LLP

Q2 2025 · 13F-HR

CAXTON ASSOCIATES LLPholdings as filed

Filed 2025-08-15 · accession 0002051323-25-000011

$3.94B
Reported value
672
Positions
2025-06-30
Period end
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The Brief · CAXTON ASSOCIATES LLP · Q2 2025

AI · grounded in 13F

CAXTON ASSOCIATES LLP established a new position in TSLA valued at $575.3M. The fund also initiated new stakes in AAPL for $447.9M and MSFT for $347.2M. Additional new positions include AMZN at $332.6M and NVDA at $139.1M.

Holdings as filed

First 500 of 672

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$575.3M14.6%1,811,000CommonSOLE
037833100AAPLAPPLE INC$447.9M11.4%2,183,031CommonSOLE
594918104MSFTMICROSOFT CORP$347.2M8.81%697,926CommonSOLE
023135106AMZNAMAZON COM INC$332.6M8.44%1,515,962CommonSOLE
67066G104NVDANVIDIA CORPORATION$139.1M3.53%880,160CommonSOLE
553368101MPMP MATERIALS CORP$132.2M3.36%3,974,702CommonSOLE
097023105BABOEING CO$92.8M2.36%443,022CommonSOLE
30303M102METAMETA PLATFORMS INC$63.7M1.61%86,238CommonSOLE
487836108KKELLANOVA$56.1M1.42%705,442CommonSOLE
42809H107HESHESS CORP$47.2M1.20%340,821CommonSOLE
13321L108CCJCAMECO CORP$43.1M1.09%581,226CommonSOLE
018522300AEBAALLETE INC$43.1M1.09%673,116CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$39.8M1.01%1,093,846CommonSOLE
00724F101ADBEADOBE INC$39.6M1.00%102,340CommonSOLE
92189F676SMHVANECK ETF TRUST$34.9M0.88%125,000CALLSOLE
92189F676SMHVANECK ETF TRUST$34.9M0.88%125,000PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$33.3M0.84%136,916CommonSOLE
464286400EWZISHARES INC$30.8M0.78%1,067,163CommonSOLE
11135F101AVGOBROADCOM INC$29.8M0.76%108,118CommonSOLE
595112103MUMICRON TECHNOLOGY INC$28.5M0.72%231,335CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$28.2M0.72%1,136,797CommonSOLE
916896103UECURANIUM ENERGY CORP$27.8M0.71%4,093,058CommonSOLE
29444U700EQIXEQUINIX INC$24.7M0.63%31,026CommonSOLE
02079K305GOOGLALPHABET INC$23.7M0.60%134,683CommonSOLE
052769106ADSKAUTODESK INC$23.0M0.58%74,255CommonSOLE
040413205ANETARISTA NETWORKS INC$21.8M0.55%213,076CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$21.8M0.55%281,136CommonSOLE
512807306LRCXLAM RESEARCH CORP$21.3M0.54%219,048CommonSOLE
171779309CIENCIENA CORP$20.3M0.52%250,000CommonSOLE
64110L106NFLXNETFLIX INC$20.2M0.51%15,090CommonSOLE
23804L103DDOGDATADOG INC$16.8M0.43%125,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$16.6M0.42%177,673CommonSOLE
12572Q105CMECME GROUP INC$16.6M0.42%60,089CommonSOLE
023436108AMEDAMEDISYS INC$15.2M0.39%154,321CommonSOLE
830566105SKAASKECHERS U S A INC$15.1M0.38%240,000CommonSOLE
04626A103ALABASTERA LABS INC$14.8M0.38%163,753CommonSOLE
03662Q105AKXANSYS INC$14.3M0.36%40,600CommonSOLE
82509L107SHOPSHOPIFY INC$13.3M0.34%115,000CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$13.1M0.33%1,143,287CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$12.6M0.32%36,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$12.3M0.31%165,000CommonSOLE
36828A101GEVGE VERNOVA INC$11.2M0.28%21,186CommonSOLE
35137L105FOXAFOX CORP$11.0M0.28%196,216CommonSOLE
45674M101INFA1EURINFORMATICA INC$10.9M0.28%446,600CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.6M0.27%36,011CommonSOLE
25809K105DASHDOORDASH INC$10.4M0.27%42,371CommonSOLE
369604301GEGE AEROSPACE$10.2M0.26%39,655CommonSOLE
74624M102PPURE STORAGE INC$10.1M0.26%175,529CommonSOLE
92343E102VRSNVERISIGN INC$9.4M0.24%32,567CommonSOLE
833445109SNOWSNOWFLAKE INC$9.3M0.24%41,495CommonSOLE
81141R100SESEA LTD$9.2M0.23%57,368CommonSOLE
90138F102TWLOTWILIO INC$8.3M0.21%66,702CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8.2M0.21%48,375CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$7.7M0.19%313,202CommonSOLE
146869102CVNACARVANA CO$7.6M0.19%22,584CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$7.4M0.19%27,928CommonSOLE
565394103CARTMAPLEBEAR INC$7.4M0.19%164,025CommonSOLE
55354G100MSCIMSCI INC$7.4M0.19%12,823CommonSOLE
303250104FICOFAIR ISAAC CORP$7.2M0.18%3,929CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7.1M0.18%22,834CommonSOLE
68389X105ORCLORACLE CORP$7.1M0.18%32,494CommonSOLE
893641100TDGTRANSDIGM GROUP INC$6.9M0.17%4,506CommonSOLE
366651107ITGARTNER INC$6.6M0.17%16,402CommonSOLE
571903202MARMARRIOTT INTL INC NEW$6.3M0.16%23,199CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$6.3M0.16%490,237CommonSOLE
69318G106PBFPBF ENERGY INC$6.1M0.16%282,434CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.0M0.15%48,601CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.9M0.15%63,767CommonSOLE
37045V100GMGENERAL MTRS CO$5.9M0.15%119,280CommonSOLE
878742204TECKTECK RESOURCES LTD$5.9M0.15%145,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.6M0.14%41,204CommonSOLE
80004C200SNDKSANDISK CORP$5.5M0.14%122,199CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.5M0.14%9,746CommonSOLE
78454L100SMSM ENERGY CO$5.4M0.14%219,898CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$5.4M0.14%96,455CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.4M0.14%11,571CommonSOLE
500255104KSSKOHLS CORP$5.3M0.13%621,862CommonSOLE
82452J109FOURSHIFT4 PMTS INC$5.2M0.13%52,195CommonSOLE
55261F104MTBM & T BK CORP$5.0M0.13%25,985CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$5.0M0.13%4,714CommonSOLE
90353W103UIUBIQUITI INC$4.9M0.12%11,800CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$4.8M0.12%126,276CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$4.8M0.12%72,028CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$4.8M0.12%29,303CommonSOLE
92552V100VSATVIASAT INC$4.7M0.12%322,292CommonSOLE
5168062058LP1VITAL ENERGY INC$4.6M0.12%288,155CommonSOLE
053774105CARAVIS BUDGET GROUP$4.6M0.12%27,377CommonSOLE
37247D106GNWGENWORTH FINL INC$4.4M0.11%562,775CommonSOLE
461202103INTUINTUIT$4.4M0.11%5,523CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$4.3M0.11%96,962CommonSOLE
64828T201RITMRITHM CAPITAL CORP$4.3M0.11%380,922CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$4.2M0.11%47,687CommonSOLE
05478C105AZEKAZEK CO INC$4.2M0.11%76,599CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$4.2M0.11%77,307CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$4.2M0.11%146,405CommonSOLE
88642R109TDWTIDEWATER INC NEW$4.1M0.10%89,196CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$4.1M0.10%32,209CommonSOLE
371901109GNTXGENTEX CORP$4.1M0.10%184,996CommonSOLE
172967424CCITIGROUP INC$4.0M0.10%47,519CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$4.0M0.10%145,754CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.0M0.10%16,118CommonSOLE
34959E109FTNTFORTINET INC$4.0M0.10%37,607CommonSOLE
109641100EATBRINKER INTL INC$4.0M0.10%21,955CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$3.9M0.10%173,482CommonSOLE
773121108RKLBROCKET LAB CORP$3.9M0.10%108,614CommonSOLE
526107107LIILENNOX INTL INC$3.8M0.10%6,552CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.7M0.09%179,024CommonSOLE
03831W108APPAPPLOVIN CORP$3.7M0.09%10,443CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$3.6M0.09%530,633CommonSOLE
668771108GENGEN DIGITAL INC$3.6M0.09%121,017CommonSOLE
302635206FSKFS KKR CAP CORP$3.5M0.09%170,900CommonSOLE
534187109LNCLINCOLN NATL CORP IND$3.5M0.09%102,048CommonSOLE
217204106CPRTCOPART INC$3.5M0.09%71,182CommonSOLE
254687106DISDISNEY WALT CO$3.4M0.09%27,781CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$3.4M0.09%129,246CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$3.4M0.09%19,553CommonSOLE
925050106VRNAVERONA PHARMA PLC$3.4M0.09%35,716CommonSOLE
380237107GDDYGODADDY INC$3.3M0.08%18,597CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3.3M0.08%16,907CommonSOLE
384747101GRALGRAIL INC$3.3M0.08%64,560CommonSOLE
17275R102CSCOCISCO SYS INC$3.3M0.08%47,609CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$3.3M0.08%18,017CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$3.3M0.08%153,853CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.2M0.08%1,236CommonSOLE
901109108TPCTUTOR PERINI CORP$3.2M0.08%69,007CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3.2M0.08%39,426CommonSOLE
03073E105CORCENCORA INC$3.2M0.08%10,634CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$3.2M0.08%67,764CommonSOLE
58933Y105MRKMERCK & CO INC$3.1M0.08%39,421CommonSOLE
717081103PFEPFIZER INC$3.1M0.08%128,491CommonSOLE
615369105MCOMOODYS CORP$3.1M0.08%6,111CommonSOLE
038222105AMATAPPLIED MATLS INC$3.0M0.08%16,375CommonSOLE
423452101HPHELMERICH & PAYNE INC$3.0M0.08%195,313CommonSOLE
013091103ACIALBERTSONS COS INC$2.9M0.07%136,252CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.9M0.07%14,415CommonSOLE
402635502GPORGULFPORT ENERGY CORP$2.9M0.07%14,358CommonSOLE
090043100BILLBILL HOLDINGS INC$2.8M0.07%60,375CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2.7M0.07%52,781CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$2.7M0.07%205,143CommonSOLE
093671105HRBBLOCK H & R INC$2.7M0.07%48,719CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.07%6,339CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$2.7M0.07%617,826CommonSOLE
192422103CGNXCOGNEX CORP$2.6M0.07%83,242CommonSOLE
62482R10707WAMR COOPER GROUP INC$2.6M0.07%17,637CommonSOLE
34986A104FWRDFORWARD AIR CORP$2.6M0.07%107,113CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.6M0.07%452CommonSOLE
59001A102MTHMERITAGE HOMES CORP$2.6M0.07%38,768CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$2.6M0.07%489,223CommonSOLE
482480100KLACKLA CORP$2.6M0.07%2,876CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.5M0.06%22,223CommonSOLE
256746108DLTRDOLLAR TREE INC$2.5M0.06%25,158CommonSOLE
12047B105BMBLBUMBLE INC$2.5M0.06%374,484CommonSOLE
925652109VICIVICI PPTYS INC$2.4M0.06%74,975CommonSOLE
45167R104IEXIDEX CORP$2.4M0.06%13,843CommonSOLE
172908105CTASCINTAS CORP$2.4M0.06%10,858CommonSOLE
88337F105ODP1THE ODP CORP$2.4M0.06%132,455CommonSOLE
09260D107BXBLACKSTONE INC$2.4M0.06%15,988CommonSOLE
77311W101RKTROCKET COS INC$2.4M0.06%168,357CommonSOLE
92556V106VTRSVIATRIS INC$2.4M0.06%265,157CommonSOLE
30214U102EXPOEXPONENT INC$2.4M0.06%31,686CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$2.4M0.06%101,174CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2.3M0.06%9,113CommonSOLE
29357K103ENVAENOVA INTL INC$2.3M0.06%20,690CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$2.3M0.06%103,589CommonSOLE
02361E108AMRCAMERESCO INC$2.3M0.06%151,437CommonSOLE
55616P104MMACYS INC$2.3M0.06%195,189CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$2.3M0.06%5,162CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.2M0.06%7,210CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.2M0.06%23,339CommonSOLE
911163103UNFIUNITED NAT FOODS INC$2.2M0.06%95,107CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$2.2M0.06%230,312CommonSOLE
74348T102PSECPROSPECT CAP CORP$2.2M0.06%690,059CommonSOLE
04335A105ARVNARVINAS INC$2.2M0.06%298,062CommonSOLE
126402106CSWCSW INDUSTRIALS INC$2.2M0.06%7,646CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.2M0.05%45,876CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$2.1M0.05%20,286CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$2.1M0.05%58,153CommonSOLE
87901J105TGNATEGNA INC$2.1M0.05%125,091CommonSOLE
831865209AOSSMITH A O CORP$2.1M0.05%31,546CommonSOLE
105368203BDNBRANDYWINE RLTY TR$2.1M0.05%482,011CommonSOLE
52567D107LMNDLEMONADE INC$2.0M0.05%46,284CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$2.0M0.05%48,394CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.05%42,650CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$2.0M0.05%27,767CommonSOLE
78463M107SPSCSPS COMM INC$2.0M0.05%14,745CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$2.0M0.05%36,488CommonSOLE
26969P108EXPEAGLE MATLS INC$2.0M0.05%9,900CommonSOLE
142339100CSLCARLISLE COS INC$2.0M0.05%5,354CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.05%5,392CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.0M0.05%36,007CommonSOLE
82981J851SITCSITE CTRS CORP$2.0M0.05%173,254CommonSOLE
422806109HEIHEICO CORP NEW$2.0M0.05%5,958CommonSOLE
88076W103TDCTERADATA CORP DEL$1.9M0.05%87,196CommonSOLE
81762P102NOWSERVICENOW INC$1.9M0.05%1,892CommonSOLE
26884U109EPREPR PPTYS$1.9M0.05%33,201CommonSOLE
63938C108NAVINAVIENT CORPORATION$1.9M0.05%136,550CommonSOLE
713448108PEPPEPSICO INC$1.9M0.05%14,020CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1.8M0.05%30,267CommonSOLE
48666K109KBHKB HOME$1.8M0.05%34,510CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.8M0.05%18,896CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$1.8M0.05%121,202CommonSOLE
281020107EIXEDISON INTL$1.8M0.05%34,982CommonSOLE
574599106MASMASCO CORP$1.8M0.05%28,008CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.05%41,644CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$1.8M0.05%153,698CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$1.8M0.05%97,167CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$1.8M0.05%14,181CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.8M0.05%6,124CommonSOLE
401617105GU9GUESS INC$1.8M0.04%146,300CommonSOLE
204166102CVLTCOMMVAULT SYS INC$1.8M0.04%10,146CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.7M0.04%16,282CommonSOLE
34959J108FTVFORTIVE CORP$1.7M0.04%33,446CommonSOLE
889478103TOLTOLL BROTHERS INC$1.7M0.04%15,223CommonSOLE
50187T106LGIHLGI HOMES INC$1.7M0.04%33,541CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.7M0.04%5,187CommonSOLE
260003108DOVDOVER CORP$1.7M0.04%9,392CommonSOLE
35905A109FTDRFRONTDOOR INC$1.7M0.04%29,106CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.7M0.04%18,975CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.7M0.04%3,238CommonSOLE
12504L109CBRECBRE GROUP INC$1.7M0.04%12,045CommonSOLE
704551100BTUPEABODY ENERGY CORP$1.7M0.04%125,577CommonSOLE
03782L101APPNAPPIAN CORP$1.7M0.04%55,952CommonSOLE
29530P102ERIEERIE INDTY CO$1.7M0.04%4,798CommonSOLE
387328107GVAGRANITE CONSTR INC$1.6M0.04%17,602CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.6M0.04%14,351CommonSOLE
974250102WINAWINMARK CORP$1.6M0.04%4,339CommonSOLE
500688106KOSKOSMOS ENERGY LTD$1.6M0.04%948,065CommonSOLE
548661107LOWLOWES COS INC$1.6M0.04%7,341CommonSOLE
20459V105GPGICOMPOSECURE INC$1.6M0.04%115,008CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$1.6M0.04%18,646CommonSOLE
315616102FFIVF5 INC$1.6M0.04%5,484CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.6M0.04%7,360CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.6M0.04%67,905CommonSOLE
98980G102ZSZSCALER INC$1.6M0.04%5,086CommonSOLE
046433108ATROASTRONICS CORP$1.6M0.04%47,531CommonSOLE
55272X607MFAMFA FINL INC$1.6M0.04%167,318CommonSOLE
729132100PLXSPLEXUS CORP$1.6M0.04%11,616CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.6M0.04%10,365CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.6M0.04%33,525CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.6M0.04%6,420CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.5M0.04%6,608CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$1.5M0.04%55,617CommonSOLE
056525108BMIBADGER METER INC$1.5M0.04%6,221CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$1.5M0.04%33,754CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.5M0.04%44,088CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$1.5M0.04%28,864CommonSOLE
31188V100FSLYFASTLY INC$1.5M0.04%209,633CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$1.5M0.04%33,538CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.5M0.04%11,586CommonSOLE
038923108ABRARBOR REALTY TRUST INC$1.4M0.04%135,449CommonSOLE
384802104GWWGRAINGER W W INC$1.4M0.04%1,372CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.4M0.04%5,153CommonSOLE
771049103RBLXROBLOX CORP$1.4M0.04%13,438CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.04%6,127CommonSOLE
690732102ACHOWENS & MINOR INC NEW$1.4M0.04%151,933CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.4M0.04%8,455CommonSOLE
26603R106DUOLDUOLINGO INC$1.4M0.03%3,352CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.4M0.03%19,357CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.4M0.03%3,105CommonSOLE
690742101OCOWENS CORNING NEW$1.4M0.03%9,948CommonSOLE
46090E103QQQINVESCO QQQ TR$1.4M0.03%2,475CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.4M0.03%19,900CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$1.4M0.03%28,897CommonSOLE
08265T208BSYBENTLEY SYS INC$1.4M0.03%25,125CommonSOLE
693718108PCARPACCAR INC$1.4M0.03%14,252CommonSOLE
536797103LADLITHIA MTRS INC$1.3M0.03%3,996CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.03%10,012CommonSOLE
359664109FLGTFULGENT GENETICS INC$1.3M0.03%67,761CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$1.3M0.03%49,149CommonSOLE
86333M108LRNSTRIDE INC$1.3M0.03%9,251CommonSOLE
89531P105TREXTREX CO INC$1.3M0.03%24,666CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.03%12,995CommonSOLE
464287655IWMISHARES TR$1.3M0.03%6,075CommonSOLE
42226K105HRHEALTHCARE RLTY TR$1.3M0.03%82,263CommonSOLE
02005N100ALLYALLY FINL INC$1.3M0.03%33,441CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1.3M0.03%86,719CommonSOLE
03743Q108APAAPA CORPORATION$1.3M0.03%70,477CommonSOLE
36162J106GEOGEO GROUP INC NEW$1.3M0.03%53,574CommonSOLE
114340102AZTAAZENTA INC$1.3M0.03%41,413CommonSOLE
16934Q802CIMCHIMERA INVT CORP$1.3M0.03%90,980CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.03%8,634CommonSOLE
149568107CVCOCAVCO INDS INC DEL$1.2M0.03%2,850CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.2M0.03%15,581CommonSOLE
85209W109SPTSPROUT SOCIAL INC$1.2M0.03%59,033CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.2M0.03%4,832CommonSOLE
244199105DEDEERE & CO$1.2M0.03%2,368CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.03%4,391CommonSOLE
407497106HLNEHAMILTON LANE INC$1.2M0.03%8,305CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$1.2M0.03%136,831CommonSOLE
830879102SKYWSKYWEST INC$1.2M0.03%11,260CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.03%5,613CommonSOLE
567908108HZOMARINEMAX INC$1.1M0.03%45,540CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.03%35,766CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$1.1M0.03%47,507CommonSOLE
00766T100ACMAECOM$1.1M0.03%10,019CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.03%4,226CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.03%13,264CommonSOLE
73278L105POOLPOOL CORP$1.1M0.03%3,819CommonSOLE
76009N100UPBDUPBOUND GROUP INC$1.1M0.03%44,217CommonSOLE
457030104IMKTAINGLES MKTS INC$1.1M0.03%17,494CommonSOLE
655663102NDSNNORDSON CORP$1.1M0.03%5,171CommonSOLE
911363109URIUNITED RENTALS INC$1.1M0.03%1,469CommonSOLE
872540109TJXTJX COS INC NEW$1.1M0.03%8,936CommonSOLE
23331A109DHID R HORTON INC$1.1M0.03%8,539CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.03%2,158CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$1.1M0.03%11,059CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.1M0.03%4,455CommonSOLE
30161Q104EXELEXELIXIS INC$1.1M0.03%24,560CommonSOLE
778296103ROSTROSS STORES INC$1.1M0.03%8,418CommonSOLE
126117100CNACNA FINL CORP$1.1M0.03%22,840CommonSOLE
720190206PDMPIEDMONT REALTY TRUST INC$1.1M0.03%145,508CommonSOLE
443510607HUBBHUBBELL INC$1.1M0.03%2,596CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$1.0M0.03%12,333CommonSOLE
49803T300KRGKITE RLTY GROUP TR$1.0M0.03%46,084CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.0M0.03%1,490CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$1.0M0.03%48,751CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES INC$1.0M0.03%9,820CommonSOLE
67000B104NOVTNOVANTA INC$1.0M0.03%7,948CommonSOLE
825690100SSTKSHUTTERSTOCK INC$1.0M0.03%53,885CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.0M0.03%7,090CommonSOLE
88025U109TXG10X GENOMICS INC$1.0M0.03%87,406CommonSOLE
704326107PAYXPAYCHEX INC$1.0M0.03%6,906CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$998,0340.03%14,538CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$995,8100.03%2,456CommonSOLE
393657101GBXGREENBRIER COS INC$993,2990.03%21,570CommonSOLE
52466B103LZLEGALZOOM COM INC$988,0740.03%110,895CommonSOLE
71363P106PRDOPERDOCEO ED CORP$981,9100.02%30,037CommonSOLE
053604104AVPTAVEPOINT INC$980,5230.02%50,778CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$950,2490.02%23,279CommonSOLE
013872106AAALCOA CORP$942,2840.02%31,931CommonSOLE
552690109MDUMDU RES GROUP INC$923,0350.02%55,371CommonSOLE
78349D107RXSTRXSIGHT INC$913,6270.02%70,279CommonSOLE
086516101BBYBEST BUY INC$910,9540.02%13,570CommonSOLE
49427F108KRCKILROY RLTY CORP$909,7980.02%26,517CommonSOLE
12514G108CDWCDW CORP$906,5230.02%5,076CommonSOLE
29414B104EPAMEPAM SYS INC$897,5380.02%5,076CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$887,2020.02%249,214CommonSOLE
00857U107AGLAGILON HEALTH INC$880,5960.02%382,868CommonSOLE
833034101SNASNAP ON INC$873,4820.02%2,807CommonSOLE
257651109DCIDONALDSON INC$862,2980.02%12,434CommonSOLE
624756102MLIMUELLER INDS INC$859,4680.02%10,815CommonSOLE
268150109DTDYNATRACE INC$837,4800.02%15,169CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$829,6390.02%14,148CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$822,2880.02%14,668CommonSOLE
48282T104KAIKADANT INC$816,7990.02%2,573CommonSOLE
00912X302ALAIR LEASE CORP$813,4200.02%13,907CommonSOLE
91325V108UNITUNITI GROUP INC$810,6520.02%187,651CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$807,6910.02%52,894CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$806,2610.02%15,107CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$803,1380.02%5,625CommonSOLE
00287Y109ABBVABBVIE INC$802,2500.02%4,322CommonSOLE
902973304USBUS BANCORP DEL$792,8710.02%17,522CommonSOLE
74758T303QLYSQUALYS INC$788,0710.02%5,516CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$785,7180.02%4,208CommonSOLE
45337C102INCYINCYTE CORP$778,6550.02%11,434CommonSOLE
268948106EGBNEAGLE BANCORP INC MD$771,9920.02%39,630CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$750,2910.02%9,465CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$744,5940.02%16,030CommonSOLE
156504300CCSCENTURY CMNTYS INC$738,1860.02%13,107CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$729,6320.02%24,575CommonSOLE
302520101FNBF N B CORP$728,4020.02%49,959CommonSOLE
651639106NEMNEWMONT CORP$717,6470.02%12,318CommonSOLE
478160104JNJJOHNSON & JOHNSON$713,8010.02%4,673CommonSOLE
942622200WSOWATSCO INC$713,6580.02%1,616CommonSOLE
302492103FLYWFLYWIRE CORPORATION$706,2000.02%60,359CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$703,0740.02%3,148CommonSOLE
504922105LHLABCORP HOLDINGS INC$699,5890.02%2,665CommonSOLE
92826C839VVISA INC$694,4780.02%1,956CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$681,9420.02%2,806CommonSOLE
78440X887SLGSL GREEN RLTY CORP$678,8570.02%10,967CommonSOLE
931142103WMTWALMART INC$674,1930.02%6,895CommonSOLE
20030N101CMCSACOMCAST CORP NEW$667,9380.02%18,715CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$654,5280.02%8,814CommonSOLE
258278100DORMDORMAN PRODS INC$651,6230.02%5,312CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$644,6700.02%47,194CommonSOLE
807066105SCHLSCHOLASTIC CORP$642,4920.02%30,624CommonSOLE
403949100DINOHF SINCLAIR CORP$630,5370.02%15,349CommonSOLE
427096508HTGCHERCULES CAPITAL INC$627,4240.02%34,323CommonSOLE
000899104ADMAADMA BIOLOGICS INC$613,0210.02%33,664CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$610,7780.02%103,172CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$607,9720.02%27,178CommonSOLE
61945C103MOSMOSAIC CO NEW$607,2460.02%16,646CommonSOLE
64110D104NTAPNETAPP INC$605,2040.02%5,680CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$596,8970.02%27,268CommonSOLE
89832Q109TFCTRUIST FINL CORP$595,3260.02%13,848CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$591,5790.02%2,480CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$590,7640.01%33,059CommonSOLE
68287N100OSPNONESPAN INC$587,9390.01%35,227CommonSOLE
640491106NEOGNEOGEN CORP$586,5490.01%122,709CommonSOLE
42704L104HRIHERC HLDGS INC$586,1520.01%4,451CommonSOLE
22266M104COURCOURSERA INC$580,4640.01%66,263CommonSOLE
47215P106JDJD.COM INC$579,9150.01%17,767CommonSOLE
48123V102ZDZIFF DAVIS INC$578,7020.01%19,118CommonSOLE
443201108HWMHOWMET AEROSPACE INC$573,4670.01%3,081CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$572,5860.01%7,538CommonSOLE
285512109EAELECTRONIC ARTS INC$571,4070.01%3,578CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$567,7920.01%17,185CommonSOLE
12653C108CNXCNX RES CORP$567,5420.01%16,851CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$566,5660.01%31,776CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$563,5010.01%4,097CommonSOLE
824889109SCVLSHOE CARNIVAL INC$563,0030.01%30,091CommonSOLE
817565104SCISERVICE CORP INTL$556,1250.01%6,832CommonSOLE
87266M107TRTXTPG RE FIN TR INC$545,2330.01%70,626CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$544,9630.01%60,754CommonSOLE
69343T107PJTPJT PARTNERS INC$540,7380.01%3,277CommonSOLE
750940108RALRALLIANT CORP$540,5180.01%11,147CommonSOLE
880890108TXTERNIUM SA$536,3520.01%17,819CommonSOLE
88830R101TITNTITAN MACHY INC$536,1970.01%27,067CommonSOLE
231021106CMICUMMINS INC$535,7900.01%1,636CommonSOLE
566330106MCSMARCUS CORP DEL$535,4400.01%31,758CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$534,3330.01%43,022CommonSOLE
03763A207ASTHASTRANA HEALTH INC$533,8750.01%21,458CommonSOLE
93148P102WDWALKER & DUNLOP INC$533,4630.01%7,569CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$532,6830.01%31,783CommonSOLE
011659109ALKALASKA AIR GROUP INC$532,4540.01%10,761CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$531,6130.01%1,724CommonSOLE
871332102SLVMSYLVAMO CORP$531,0600.01%10,600CommonSOLE
118440106BKEBUCKLE INC$528,0100.01%11,643CommonSOLE
922475108VEEVVEEVA SYS INC$524,7000.01%1,822CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$523,5820.01%146,252CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$518,8800.01%4,983CommonSOLE
247361702DALDELTA AIR LINES INC DEL$511,1770.01%10,394CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$510,9620.01%5,690CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$508,8200.01%3,532CommonSOLE
573075108MRTNMARTEN TRANS LTD$508,0390.01%39,110CommonSOLE
20602D101CNXCCONCENTRIX CORP$507,8840.01%9,609CommonSOLE
68268W103OMFONEMAIN HLDGS INC$505,7040.01%8,872CommonSOLE
860630102SFSTIFEL FINL CORP$498,1440.01%4,800CommonSOLE
62878D100NABLN-ABLE INC$497,7450.01%61,450CommonSOLE
958102105WDCWESTERN DIGITAL CORP$496,8820.01%7,765CommonSOLE
05379B107AVAAVISTA CORP$496,7660.01%13,090CommonSOLE
009066101ABNBAIRBNB INC$492,7020.01%3,723CommonSOLE
907818108UNPUNION PAC CORP$488,9200.01%2,125CommonSOLE
64115T104NTCTNETSCOUT SYS INC$486,7470.01%19,619CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$484,8810.01%15,162CommonSOLE
53263P105LMBLIMBACH HLDGS INC$484,1860.01%3,456CommonSOLE
00130H105AESAES CORP$480,5430.01%45,679CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$479,0490.01%4,460CommonSOLE
23918K108DVADAVITA INC$477,4920.01%3,352CommonSOLE
374297109GTYGETTY RLTY CORP NEW$473,7500.01%17,140CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$472,7210.01%4,774CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$472,1780.01%833CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$472,1670.01%57,025CommonSOLE
008492100ADCAGREE RLTY CORP$471,8950.01%6,459CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$471,7710.01%33,578CommonSOLE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$467,9980.01%60,779CommonSOLE
023139884OSGAMBAC FINL GROUP INC$466,0940.01%65,647CommonSOLE
034164103ANDEANDERSONS INC$462,8660.01%12,595CommonSOLE
07831C103BRBRBELLRING BRANDS INC$462,6290.01%7,986CommonSOLE
74275G107PRTHPRIORITY TECHNOLOGY HLDGS IN$462,5050.01%59,448CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$460,7360.01%19,531CommonSOLE
770323103RHIROBERT HALF INC.$459,1850.01%11,186CommonSOLE
580135101MCDMCDONALDS CORP$457,5380.01%1,566CommonSOLE
053332102AZOAUTOZONE INC$452,8920.01%122CommonSOLE
438516106HONHONEYWELL INTL INC$452,7190.01%1,944CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$451,6310.01%28,139CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$447,9650.01%10,676CommonSOLE
29364G103ETRENTERGY CORP NEW$446,8530.01%5,376CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$446,6120.01%13,996CommonSOLE
876030107TPRTAPESTRY INC$443,3530.01%5,049CommonSOLE
98978V103ZTSZOETIS INC$438,6870.01%2,813CommonSOLE
45768S105IOSPINNOSPEC INC$430,2040.01%5,116CommonSOLE
647551100NMFCNEW MTN FIN CORP$429,3320.01%40,695CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$424,1440.01%6,909CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$420,1680.01%2,501CommonSOLE
302301106EZPWEZCORP INC$420,1610.01%30,271CommonSOLE
34354P105FLSFLOWSERVE CORP$418,2240.01%7,989CommonSOLE
00676P107ADEAADEIA INC$411,4600.01%29,099CommonSOLE
891092108TTCTORO CO$409,2370.01%5,790CommonSOLE
69331C108PCGPG&E CORP$408,3860.01%29,296CommonSOLE
758075402RWTREDWOOD TRUST INC$407,3470.01%68,925CommonSOLE
48238T109OPLNOPENLANE INC$407,1410.01%16,652CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$405,3590.01%1,854CommonSOLE
920253101VMIVALMONT INDS INC$404,2940.01%1,238CommonSOLE
872280102CGBDCARLYLE SECURED LENDING INC$402,8080.01%29,445CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$397,8820.01%23,460CommonSOLE
64119V303NTSTNETSTREIT CORP$396,5180.01%23,421CommonSOLE
15135B101CNCCENTENE CORP DEL$395,7550.01%7,291CommonSOLE
554489104VREVERIS RESIDENTIAL INC$394,6890.01%26,507CommonSOLE
156727109CRNCCERENCE INC$393,5240.01%38,543CommonSOLE
969457100WMBWILLIAMS COS INC$392,2480.01%6,245CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$391,5580.01%12,240CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$389,5560.01%8,896CommonSOLE
277432100EMNEASTMAN CHEM CO$388,4560.01%5,203CommonSOLE
22052L104CTVACORTEVA INC$387,4070.01%5,198CommonSOLE
36118L106FUTUFUTU HLDGS LTD$387,3310.01%3,134CommonSOLE
896522109TRNTRINITY INDS INC$386,4590.01%14,308CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$384,0660.01%6,840CommonSOLE
502175102LTCLTC PPTYS INC$382,1290.01%11,041CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$378,2530.01%8,481CommonSOLE
45781M101INVAINNOVIVA INC$376,1450.01%18,723CommonSOLE
939653101ELMEELME COMMUNITIES$375,6530.01%23,626CommonSOLE
872590104TMUST-MOBILE US INC$375,4980.01%1,576CommonSOLE
379378201GNLGLOBAL NET LEASE INC$373,6570.01%49,491CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$371,9580.01%17,365CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$370,1490.01%7,179CommonSOLE
80007P869SDSANDRIDGE ENERGY INC$369,8490.01%34,182CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$368,8620.01%314CommonSOLE
600551204MLRMILLER INDS INC TENN$365,9950.01%8,232CommonSOLE
65487K100LASRNLIGHT INC$363,5880.01%18,475CommonSOLE

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.