MondegarAI
Universal- Beteiligungs- und Servicegesellschaft mbH

Q2 2025 · 13F-HR

Universal- Beteiligungs- und Servicegesellschaft mbHholdings as filed

Filed 2025-08-11 · accession 0002057170-25-000008

$56.53B
Reported value
2,004
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Universal- Beteiligungs- und Servicegesellschaft mbH · Q2 2025

AI · grounded in 13F

Universal- Beteiligungs- und Servicegesellschaft mbH established a new position in MSFT valued at $3.6B. The fund also initiated new stakes in NVDA for $3.5B and AAPL for $2.2B. Additional new positions include AMZN at $2.0B, META at $1.5B, and GOOGL at $1.4B. Total assets under management stand at $56.5B across 2,004 positions.

Holdings as filed

First 500 of 2004

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.60B6.37%7,234,177CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.50B6.19%22,156,349CommonSOLE
037833100AAPLAPPLE INC$2.24B3.96%10,905,219CommonSOLE
023135106AMZNAMAZON COM INC$2.03B3.58%9,236,636CommonSOLE
30303M102METAMETA PLATFORMS INC$1.53B2.70%2,067,907CommonSOLE
02079K305GOOGLALPHABET INC$1.39B2.45%7,869,708CommonSOLE
11135F101AVGOBROADCOM INC$1.05B1.86%3,816,069CommonSOLE
92826C839VVISA INC$792.5M1.40%2,232,172CommonSOLE
02079K107GOOGALPHABET INC$741.8M1.31%4,181,522CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$610.2M1.08%2,104,902CommonSOLE
64110L106NFLXNETFLIX INC$596.9M1.06%445,757CommonSOLE
88160R101TSLATESLA INC$588.0M1.04%1,851,110CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$583.7M1.03%1,038,784CommonSOLE
532457108LLYELI LILLY & CO$452.2M0.80%580,155CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$429.6M0.76%884,395CommonSOLE
G54950103LINLINDE PLC$400.0M0.71%852,470CommonSOLE
478160104JNJJOHNSON & JOHNSON$375.8M0.66%2,460,250CommonSOLE
58733R102MELIMERCADOLIBRE INC$342.1M0.61%130,903CommonSOLE
461202103INTUINTUIT$341.4M0.60%433,488CommonSOLE
79466L302CRMSALESFORCE INC$339.4M0.60%1,244,670CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$339.0M0.60%58,552CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$323.7M0.57%326,941CommonSOLE
00724F101ADBEADOBE INC$316.2M0.56%817,289CommonSOLE
742718109PGPROCTER AND GAMBLE CO$295.6M0.52%1,855,561CommonSOLE
68389X105ORCLORACLE CORP$293.8M0.52%1,343,887CommonSOLE
17275R102CSCOCISCO SYS INC$289.9M0.51%4,178,601CommonSOLE
00287Y109ABBVABBVIE INC$286.7M0.51%1,544,312CommonSOLE
931142103WMTWALMART INC$271.5M0.48%2,776,350CommonSOLE
437076102HDHOME DEPOT INC$262.8M0.46%716,818CommonSOLE
78409V104SPGIS&P GLOBAL INC$261.1M0.46%495,244CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$240.2M0.42%2,574,781CommonSOLE
81762P102NOWSERVICENOW INC$240.1M0.42%233,519CommonSOLE
060505104BACBANK AMERICA CORP$236.5M0.42%4,998,121CommonSOLE
949746101WMT2WELLS FARGO CO NEW$233.7M0.41%2,917,480CommonSOLE
025816109AXPAMERICAN EXPRESS CO$227.6M0.40%713,555CommonSOLE
254687106DISDISNEY WALT CO$224.2M0.40%1,807,913CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$224.1M0.40%292,097CommonSOLE
747525103QCOMQUALCOMM INC$224.1M0.40%1,407,217CommonSOLE
191216100KOCOCA COLA CO$223.1M0.39%3,152,976CommonSOLE
30231G102XOMEXXON MOBIL CORP$222.5M0.39%2,064,189CommonSOLE
580135101MCDMCDONALDS CORP$218.9M0.39%749,151CommonSOLE
95040Q104WELLWELLTOWER INC$217.1M0.38%1,412,431CommonSOLE
038222105AMATAPPLIED MATLS INC$210.4M0.37%1,149,316CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$210.2M0.37%713,121CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$210.0M0.37%1,026,190CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$201.5M0.36%1,420,238CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$197.6M0.35%661,261CommonSOLE
09290D101BLKBLACKROCK INC$194.7M0.34%185,572CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$193.1M0.34%355,438CommonSOLE
002824100ABTABBOTT LABS$191.1M0.34%1,405,162CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$191.1M0.34%612,419CommonSOLE
253868103DLRDIGITAL RLTY TR INC$189.0M0.33%1,083,995CommonSOLE
512807306LRCXLAM RESEARCH CORP$188.0M0.33%1,930,945CommonSOLE
713448108PEPPEPSICO INC$187.9M0.33%1,422,840CommonSOLE
58933Y105MRKMERCK & CO INC$184.1M0.33%2,326,092CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$183.1M0.32%1,343,277CommonSOLE
235851102DHRDANAHER CORPORATION$180.8M0.32%915,139CommonSOLE
29444U700EQIXEQUINIX INC$173.7M0.31%218,366CommonSOLE
863667101SYKSTRYKER CORPORATION$167.3M0.30%422,824CommonSOLE
617446448MSMORGAN STANLEY$167.2M0.30%1,186,683CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$166.0M0.29%538,228CommonSOLE
882508104TXNTEXAS INSTRS INC$163.3M0.29%786,316CommonSOLE
052769106ADSKAUTODESK INC$163.2M0.29%527,063CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$160.8M0.28%396,559CommonSOLE
369604301GEGE AEROSPACE$160.7M0.28%624,308CommonSOLE
G29183103ETNEATON CORP PLC$160.5M0.28%449,684CommonSOLE
74340W103PLDPROLOGIS INC.$157.6M0.28%1,499,560CommonSOLE
244199105DEDEERE & CO$157.3M0.28%309,255CommonSOLE
718172109PMPHILIP MORRIS INTL INC$156.2M0.28%857,694CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$153.0M0.27%349,835CommonSOLE
00206R102TAT&T INC$148.9M0.26%5,144,335CommonSOLE
871607107SNPSSYNOPSYS INC$148.1M0.26%288,970CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$145.5M0.26%1,354,685CommonSOLE
548661107LOWLOWES COS INC$143.9M0.25%648,794CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$142.7M0.25%201,609CommonSOLE
G5960L103MDTMEDTRONIC PLC$141.3M0.25%1,621,443CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$140.4M0.25%3,244,828CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$139.7M0.25%313,681CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$139.1M0.25%1,871,884CommonSOLE
375558103GILDGILEAD SCIENCES INC$137.7M0.24%1,242,172CommonSOLE
872540109TJXTJX COS INC NEW$135.5M0.24%1,097,244CommonSOLE
65339F101NEENEXTERA ENERGY INC$135.5M0.24%1,951,276CommonSOLE
595112103MUMICRON TECHNOLOGY INC$135.0M0.24%1,095,238CommonSOLE
743315103PGRPROGRESSIVE CORP$132.6M0.23%496,965CommonSOLE
20030N101CMCSACOMCAST CORP NEW$132.1M0.23%3,700,070CommonSOLE
032095101APHAMPHENOL CORP NEW$129.6M0.23%1,312,680CommonSOLE
031162100AMGNAMGEN INC$129.5M0.23%463,938CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$128.6M0.23%374,462CommonSOLE
872590104TMUST-MOBILE US INC$128.3M0.23%538,300CommonSOLE
032654105ADIANALOG DEVICES INC$125.8M0.22%528,625CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$125.5M0.22%2,004,080CommonSOLE
036752103ELVELEVANCE HEALTH INC$123.0M0.22%316,351CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$120.0M0.21%2,137,647CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$116.1M0.21%1,484,222CommonSOLE
040413205ANETARISTA NETWORKS INC$114.6M0.20%1,119,912CommonSOLE
149123101CATCATERPILLAR INC$111.8M0.20%287,936CommonSOLE
34959E109FTNTFORTINET INC$111.4M0.20%1,054,035CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$110.8M0.20%506,910CommonSOLE
12572Q105CMECME GROUP INC$109.9M0.19%398,743CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$107.8M0.19%495,219CommonSOLE
90384S303ULTAULTA BEAUTY INC$106.9M0.19%228,610CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$106.9M0.19%2,787,136CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$106.1M0.19%1,162,782CommonSOLE
907818108UNPUNION PAC CORP$106.0M0.19%460,879CommonSOLE
615369105MCOMOODYS CORP$105.3M0.19%209,870CommonSOLE
717081103PFEPFIZER INC$104.8M0.19%4,322,576CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$103.5M0.18%323,355CommonSOLE
126408103CSXCSX CORP$103.0M0.18%3,155,221CommonSOLE
482480100KLACKLA CORP$102.3M0.18%114,163CommonSOLE
609207105MDLZMONDELEZ INTL INC$102.2M0.18%1,515,821CommonSOLE
H1467J104CBCHUBB LIMITED$100.6M0.18%347,349CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$100.6M0.18%548,286CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$100.1M0.18%238,123CommonSOLE
03076C106AMPAMERIPRISE FINL INC$99.6M0.18%186,571CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$99.4M0.18%89,819,000CommonNONE
443201108HWMHOWMET AEROSPACE INC$99.0M0.18%531,916CommonSOLE
172967424CCITIGROUP INC$98.6M0.17%1,157,831CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$98.4M0.17%135CommonSOLE
651639106NEMNEWMONT CORP$97.0M0.17%1,664,264CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$96.8M0.17%329,979CommonSOLE
166764100CVXCHEVRON CORP NEW$95.3M0.17%665,374CommonSOLE
03831W108APPAPPLOVIN CORP$95.1M0.17%271,636CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$95.1M0.17%105,538,000CommonNONE
N72482206QGENQIAGEN NV$94.7M0.17%1,973,930CommonSOLE
337738108FISVFISERV INC$94.6M0.17%548,432CommonSOLE
45168D104IDXXIDEXX LABS INC$93.0M0.16%173,327CommonSOLE
05464C101AXONAXON ENTERPRISE INC$92.3M0.16%111,507CommonSOLE
36828A101GEVGE VERNOVA INC$90.5M0.16%171,060CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$89.9M0.16%62,931,000CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$89.7M0.16%387,592CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$87.9M0.16%92,174,000CommonNONE
571903202MARMARRIOTT INTL INC NEW$87.3M0.15%319,387CommonSOLE
438516106HONHONEYWELL INTL INC$86.1M0.15%369,603CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$85.8M0.15%388,228CommonSOLE
458140100INTCINTEL CORP$85.1M0.15%3,797,902CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$84.1M0.15%314,235CommonSOLE
H2927K103AMRZAMRIZE LTD$83.9M0.15%1,693,123CommonSOLE
172908105CTASCINTAS CORP$83.8M0.15%375,837CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$83.4M0.15%565,373CommonSOLE
125523100CITHE CIGNA GROUP$83.3M0.15%251,918CommonSOLE
98978V103ZTSZOETIS INC$82.7M0.15%530,205CommonSOLE
654106103NKENIKE INC$82.5M0.15%1,160,851CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$81.6M0.14%1,054,063CommonSOLE
94106L109WMWASTE MGMT INC DEL$77.6M0.14%339,125CommonSOLE
46187W107INVHINVITATION HOMES INC$77.6M0.14%2,365,810CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$77.4M0.14%1,672,259CommonSOLE
92343E102VRSNVERISIGN INC$76.4M0.14%264,698CommonSOLE
297178105ESSESSEX PPTY TR INC$76.2M0.13%269,051CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$76.1M0.13%149,372CommonSOLE
855244109SBUXSTARBUCKS CORP$76.1M0.13%830,151CommonSOLE
58155Q103MCKMCKESSON CORP$75.9M0.13%103,546CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$75.7M0.13%641,053CommonSOLE
278642103EBAYEBAY INC.$73.7M0.13%989,356CommonSOLE
75513E101RTXRTX CORPORATION$73.4M0.13%502,987CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$71.8M0.13%233,128CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$70.8M0.13%967,971CommonSOLE
285512109EAELECTRONIC ARTS INC$70.8M0.13%443,068CommonSOLE
25809K105DASHDOORDASH INC$70.7M0.13%286,706CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$70.7M0.12%777,304CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$70.2M0.12%58,554,000CommonNONE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$70.1M0.12%69,612,000CommonNONE
N82405106STLASTELLANTIS N.V$70.0M0.12%7,009,256CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$69.4M0.12%431,977CommonSOLE
866674104SUISUN CMNTYS INC$69.1M0.12%546,380CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$69.0M0.12%324,322CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$68.3M0.12%749,438CommonSOLE
98419M100XYLXYLEM INC$67.9M0.12%525,199CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$67.8M0.12%752,105CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$67.6M0.12%63,158,000CommonNONE
776696106ROPROPER TECHNOLOGIES INC$67.5M0.12%119,051CommonSOLE
053332102AZOAUTOZONE INC$67.2M0.12%18,094CommonSOLE
775711104ROLROLLINS INC$65.6M0.12%1,162,149CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$65.3M0.12%647,271CommonSOLE
278865100ECLECOLAB INC$65.3M0.12%242,411CommonSOLE
22822V101CCICROWN CASTLE INC$64.3M0.11%625,855CommonSOLE
91913Y100VLOVALERO ENERGY CORP$63.4M0.11%471,469CommonSOLE
902973304USBUS BANCORP DEL$61.8M0.11%1,365,229CommonSOLE
842587107SOSOUTHERN CO$61.7M0.11%672,387CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$61.6M0.11%190,900CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$61.4M0.11%57,489,000CommonNONE
701094104PHPARKER-HANNIFIN CORP$59.5M0.11%85,251CommonSOLE
98138H101WDAYWORKDAY INC$59.0M0.10%245,793CommonSOLE
929160109VMCVULCAN MATLS CO$58.4M0.10%224,036CommonSOLE
277276101EGPEASTGROUP PPTYS INC$57.8M0.10%345,969CommonSOLE
88579Y101MMM3M CO$57.4M0.10%377,212CommonSOLE
922475108VEEVVEEVA SYS INC$56.3M0.10%195,426CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$55.9M0.10%106,558CommonSOLE
126650100CVSCVS HEALTH CORP$55.9M0.10%810,150CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$54.9M0.10%294,232CommonSOLE
760759100RSGREPUBLIC SVCS INC$54.7M0.10%221,720CommonSOLE
631103108NDAQNASDAQ INC$54.2M0.10%605,770CommonSOLE
59156R108METMETLIFE INC$54.0M0.10%671,201CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$53.3M0.09%152,052CommonSOLE
291011104EMREMERSON ELEC CO$53.3M0.09%399,592CommonSOLE
146869102CVNACARVANA CO$52.7M0.09%156,421CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$52.4M0.09%257,707CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$52.3M0.09%375,627CommonSOLE
03073E105CORCENCORA INC$52.2M0.09%174,020CommonSOLE
40412C101HCAHCA HEALTHCARE INC$50.6M0.09%132,160CommonSOLE
031100100AMEAMETEK INC$50.4M0.09%278,424CommonSOLE
16411R208LNGCHENIERE ENERGY INC$49.9M0.09%205,029CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$49.7M0.09%470,284CommonSOLE
23804L103DDOGDATADOG INC$49.1M0.09%365,169CommonSOLE
46284V101IRMIRON MTN INC DEL$49.0M0.09%478,180CommonSOLE
20825C104COPCONOCOPHILLIPS$48.9M0.09%544,919CommonSOLE
09260D107BXBLACKSTONE INC$48.4M0.09%323,298CommonSOLE
988498101YUMYUM BRANDS INC$48.0M0.08%323,605CommonSOLE
911363109URIUNITED RENTALS INC$47.9M0.08%63,562CommonSOLE
48251W104KKRKKR & CO INC$46.4M0.08%348,734CommonSOLE
30161N101EXCEXELON CORP$46.1M0.08%1,061,596CommonSOLE
501044101KRKROGER CO$45.9M0.08%640,334CommonSOLE
55354G100MSCIMSCI INC$45.8M0.08%79,413CommonSOLE
92276F100VTRVENTAS INC$45.8M0.08%724,558CommonSOLE
009066101ABNBAIRBNB INC$45.6M0.08%344,657CommonSOLE
02209S103MOALTRIA GROUP INC$45.5M0.08%775,631CommonSOLE
37045V100GMGENERAL MTRS CO$45.1M0.08%916,622CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$44.9M0.08%181,428CommonSOLE
806857108SLBSCHLUMBERGER LTD$44.6M0.08%1,320,906CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$44.6M0.08%134,302CommonSOLE
98980G102ZSZSCALER INC$44.4M0.08%141,475CommonSOLE
217204106CPRTCOPART INC$44.3M0.08%902,233CommonSOLE
40434L105HPQHP INC$44.2M0.08%1,807,951CommonSOLE
756109104OREALTY INCOME CORP$44.1M0.08%765,436CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$44.1M0.08%107,813CommonSOLE
893641100TDGTRANSDIGM GROUP INC$43.9M0.08%28,875CommonSOLE
252131107DXCMDEXCOM INC$43.4M0.08%497,738CommonSOLE
231021106CMICUMMINS INC$43.2M0.08%132,032CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$42.9M0.08%176,757CommonSOLE
001055102AFLAFLAC INC$42.8M0.08%405,389CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$42.5M0.08%981,360CommonSOLE
682680103OKEONEOK INC NEW$42.5M0.08%520,515CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$41.3M0.07%923,495CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$41.2M0.07%154,585CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$40.8M0.07%317,973CommonSOLE
87612E106TGTTARGET CORP$40.7M0.07%412,331CommonSOLE
969457100WMBWILLIAMS COS INC$40.5M0.07%645,183CommonSOLE
45784P101PODDINSULET CORP$40.5M0.07%128,906CommonSOLE
31428X106FDXFEDEX CORP$40.2M0.07%176,871CommonSOLE
925652109VICIVICI PPTYS INC$40.0M0.07%1,227,309CommonSOLE
209115104EDCONSOLIDATED EDISON INC$39.7M0.07%395,765CommonSOLE
704326107PAYXPAYCHEX INC$39.6M0.07%272,539CommonSOLE
74762E102QUREQUANTA SVCS INC$39.4M0.07%104,262CommonSOLE
008492100ADCAGREE RLTY CORP$39.4M0.07%539,032CommonSOLE
778296103ROSTROSS STORES INC$39.2M0.07%307,148CommonSOLE
336433107FSLRFIRST SOLAR INC$39.1M0.07%236,326CommonSOLE
56585A102MPCMARATHON PETE CORP$38.8M0.07%233,354CommonSOLE
311900104FASTFASTENAL CO$38.7M0.07%920,372CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$38.6M0.07%896,235CommonSOLE
929740108WABWABTEC$38.5M0.07%184,008CommonSOLE
22052L104CTVACORTEVA INC$38.5M0.07%516,823CommonSOLE
833445109SNOWSNOWFLAKE INC$38.4M0.07%171,611CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$38.0M0.07%33,217,000CommonNONE
303075105FDSFACTSET RESH SYS INC$37.9M0.07%84,661CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$37.6M0.07%371,361CommonSOLE
004239109AKRACADIA RLTY TR$37.4M0.07%2,015,648CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$37.3M0.07%114,366CommonSOLE
075887109BDXBECTON DICKINSON & CO$36.9M0.07%214,225CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$36.9M0.07%290,618CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$36.8M0.07%540,589CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$36.6M0.06%380,450CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$36.4M0.06%466,769CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$36.3M0.06%216,327CommonSOLE
695156109PKGPACKAGING CORP AMER$36.1M0.06%191,826CommonSOLE
020002101ALLALLSTATE CORP$35.7M0.06%177,577CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$35.6M0.06%198,457CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$35.5M0.06%1,114,007CommonSOLE
12504L109CBRECBRE GROUP INC$35.3M0.06%252,259CommonSOLE
89832Q109TFCTRUIST FINL CORP$35.3M0.06%821,505CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$35.1M0.06%286,042CommonSOLE
594972408MSTRMICROSTRATEGY INC$34.9M0.06%86,310CommonSOLE
29476L107EQREQUITY RESIDENTIAL$34.4M0.06%510,292CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$34.3M0.06%110,188CommonSOLE
500754106KHCKRAFT HEINZ CO$34.2M0.06%1,322,760CommonSOLE
87612G101TRGPTARGA RES CORP$34.0M0.06%195,462CommonSOLE
G0176J109ALLEALLEGION PLC$34.0M0.06%235,582CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$34.0M0.06%108,421CommonSOLE
370334104GISGENERAL MLS INC$33.6M0.06%649,383CommonSOLE
N00985106AERAERCAP HOLDINGS NV$33.6M0.06%287,276CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$33.5M0.06%411,463CommonSOLE
049560105ATOATMOS ENERGY CORP$33.2M0.06%215,202CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$33.0M0.06%1,121,062CommonSOLE
857477103STTSTATE STR CORP$32.9M0.06%309,690CommonSOLE
125269100CFCF INDS HLDGS INC$32.7M0.06%355,572CommonSOLE
384802104GWWGRAINGER W W INC$32.6M0.06%31,294CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$32.5M0.06%901,711CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$32.2M0.06%482,525CommonSOLE
45687V106IRINGERSOLL RAND INC$31.9M0.06%383,862CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$31.9M0.06%136,690CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$31.8M0.06%962,691CommonSOLE
871829107SYYSYSCO CORP$31.8M0.06%419,480CommonSOLE
009158106APDAIR PRODS & CHEMS INC$31.4M0.06%111,388CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$31.4M0.06%446,385CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$31.3M0.06%365,737CommonSOLE
693718108PCARPACCAR INC$31.0M0.05%326,204CommonSOLE
665859104NTRSNORTHERN TR CORP$31.0M0.05%244,349CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$30.6M0.05%186,583CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$30.6M0.05%161,407CommonSOLE
504922105LHLABCORP HOLDINGS INC$30.0M0.05%114,352CommonSOLE
125896100CMSCMS ENERGY CORP$30.0M0.05%433,240CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$29.6M0.05%229,473CommonSOLE
34959J108FTVFORTIVE CORP$29.5M0.05%565,542CommonSOLE
29364G103ETRENTERGY CORP NEW$29.3M0.05%352,886CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$29.1M0.05%393,299CommonSOLE
771049103RBLXROBLOX CORP$29.1M0.05%276,848CommonSOLE
315616102FFIVF5 INC$28.4M0.05%96,490CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$28.2M0.05%335,376CommonSOLE
29084Q100EMEEMCOR GROUP INC$27.9M0.05%52,237CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$27.9M0.05%1,595,365CommonSOLE
281020107EIXEDISON INTL$27.9M0.05%540,880CommonSOLE
443573100HUBSHUBSPOT INC$27.9M0.05%50,126CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$27.8M0.05%280,275CommonSOLE
18915M107NETCLOUDFLARE INC$27.7M0.05%141,691CommonSOLE
92939UAR7WEC 4.375 06/01/29WEC ENERGY GROUP INC$27.7M0.05%23,942,000CommonNONE
294429105EFXEQUIFAX INC$27.6M0.05%106,562CommonSOLE
941848103WATWATERS CORP$27.6M0.05%79,146CommonSOLE
88339J105TTDTHE TRADE DESK INC$27.6M0.05%383,689CommonSOLE
92840M102VSTVISTRA CORP$27.6M0.05%142,405CommonSOLE
H2906T109GRMNGARMIN LTD$27.6M0.05%132,051CommonSOLE
758849103REGREGENCY CTRS CORP$27.3M0.05%383,823CommonSOLE
69331C108PCGPG&E CORP$27.0M0.05%1,940,191CommonSOLE
550021109LULULULULEMON ATHLETICA INC$27.0M0.05%113,783CommonSOLE
45167R104IEXIDEX CORP$27.0M0.05%153,549CommonSOLE
30040W108ESEVERSOURCE ENERGY$26.7M0.05%419,251CommonSOLE
540424108LLOEWS CORP$26.5M0.05%289,150CommonSOLE
718546104PSXPHILLIPS 66$26.2M0.05%219,672CommonSOLE
744320102PRUPRUDENTIAL FINL INC$26.1M0.05%242,861CommonSOLE
03662Q105AKXANSYS INC$25.9M0.05%73,885CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$25.8M0.05%100,773CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$25.7M0.05%105,695CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$25.3M0.04%214,782CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$25.1M0.04%1,225,891CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$25.0M0.04%176,480CommonSOLE
693506107PPGPPG INDS INC$25.0M0.04%219,385CommonSOLE
260003108DOVDOVER CORP$24.8M0.04%135,374CommonSOLE
46266C105IQVIQVIA HLDGS INC$24.8M0.04%157,115CommonSOLE
366651107ITGARTNER INC$24.7M0.04%61,218CommonSOLE
49427F108KRCKILROY RLTY CORP$24.4M0.04%711,977CommonSOLE
64110D104NTAPNETAPP INC$24.1M0.04%225,759CommonSOLE
761152107RMDRESMED INC$23.9M0.04%92,535CommonSOLE
816851109SRESEMPRA$23.7M0.04%312,420CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$23.6M0.04%145,665CommonSOLE
49177J102KVUEKENVUE INC$23.6M0.04%1,129,317CommonSOLE
443510607HUBBHUBBELL INC$23.6M0.04%57,711CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$23.4M0.04%225,714CommonSOLE
26856L103ELFE L F BEAUTY INC$23.3M0.04%187,283CommonSOLE
42809H107HESHESS CORP$23.2M0.04%167,277CommonSOLE
22266T109CPNGCOUPANG INC$23.0M0.04%768,694CommonSOLE
92338C103VLTOVERALTO CORP$23.0M0.04%228,007CommonSOLE
15135B101CNCCENTENE CORP DEL$23.0M0.04%423,349CommonSOLE
345370860FFORD MTR CO$23.0M0.04%2,116,798CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$22.9M0.04%18,542,000CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$22.9M0.04%31,247CommonSOLE
116794108BRKRBRUKER CORP$22.7M0.04%552,153CommonSOLE
380237107GDDYGODADDY INC$22.7M0.04%126,217CommonSOLE
876030107TPRTAPESTRY INC$22.7M0.04%258,262CommonSOLE
26603R106DUOLDUOLINGO INC$22.5M0.04%54,994CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$22.5M0.04%21,585,000CommonNONE
896239100TRMBTRIMBLE INC$22.3M0.04%293,918CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$22.3M0.04%72,793CommonSOLE
256163106DOCUDOCUSIGN INC$22.3M0.04%286,394CommonSOLE
219948106CPAYCORPAY INC$22.1M0.04%66,582CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$21.9M0.04%129,931CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$21.7M0.04%238,027CommonSOLE
444097109HUDSON PAC PPTYS INC$21.4M0.04%7,818,120CommonSOLE
26875P101EOGEOG RES INC$21.3M0.04%178,293CommonSOLE
247361702DALDELTA AIR LINES INC DEL$21.3M0.04%432,797CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$21.2M0.04%185,775CommonSOLE
852234103XYZBLOCK INC$21.2M0.04%311,710CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$21.0M0.04%127,827CommonSOLE
754907103RYNRAYONIER INC$20.7M0.04%931,871CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$20.6M0.04%1,226,978CommonSOLE
406216101HALHALLIBURTON CO$20.5M0.04%1,008,089CommonSOLE
650111107NYTNEW YORK TIMES CO$20.5M0.04%366,718CommonSOLE
22160N109CSGPCOSTAR GROUP INC$20.4M0.04%253,630CommonSOLE
632307104NTRANATERA INC$20.4M0.04%120,636CommonSOLE
172062101CINFCINCINNATI FINL CORP$20.3M0.04%136,490CommonSOLE
086516101BBYBEST BUY INC$20.3M0.04%302,407CommonSOLE
049468101TEAMATLASSIAN CORPORATION$20.2M0.04%99,463CommonSOLE
30161Q104EXELEXELIXIS INC$20.2M0.04%457,465CommonSOLE
770700102HOODROBINHOOD MKTS INC$20.0M0.04%213,954CommonSOLE
518439104ELLAUDER ESTEE COS INC$19.9M0.04%245,748CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$19.8M0.04%375,349CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$19.7M0.03%83,997CommonSOLE
23331A109DHID R HORTON INC$19.7M0.03%152,516CommonSOLE
466313103JBLJABIL INC$19.6M0.03%89,912CommonSOLE
579780206MKCMCCORMICK & CO INC$19.6M0.03%258,545CommonSOLE
444859102HUMHUMANA INC$19.3M0.03%79,095CommonSOLE
42226K105HRHEALTHCARE RLTY TR$19.3M0.03%1,216,732CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$19.3M0.03%16,194,000CommonNONE
303250104FICOFAIR ISAAC CORP$19.2M0.03%10,514CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$19.2M0.03%14,691,000CommonNONE
199908104FIXCOMFORT SYS USA INC$19.1M0.03%35,645CommonSOLE
98389B100XELXCEL ENERGY INC$19.0M0.03%278,859CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$18.8M0.03%1,152,233CommonSOLE
09062X103BIIBBIOGEN INC$18.7M0.03%149,128CommonSOLE
053611109AVYAVERY DENNISON CORP$18.7M0.03%106,607CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$18.7M0.03%147,835CommonSOLE
422806109HEIHEICO CORP NEW$18.6M0.03%56,562CommonSOLE
436440101HO1HOLOGIC INC$18.5M0.03%284,181CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$18.5M0.03%15,712CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$18.4M0.03%411,594CommonSOLE
12514G108CDWCDW CORP$18.4M0.03%103,016CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$18.4M0.03%124,257CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$18.4M0.03%190,252CommonSOLE
G7S00T104PNRPENTAIR PLC$18.3M0.03%178,381CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$18.0M0.03%1,572,301CommonSOLE
73278L105POOLPOOL CORP$18.0M0.03%61,696CommonSOLE
084423102WRBBERKLEY W R CORP$17.9M0.03%243,208CommonSOLE
231561101CWCURTISS WRIGHT CORP$17.5M0.03%35,913CommonSOLE
670346105NUENUCOR CORP$17.5M0.03%135,065CommonSOLE
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$17.5M0.03%17,733,000CommonNONE
256677105DGDOLLAR GEN CORP NEW$17.3M0.03%151,076CommonSOLE
783549108RRYDER SYS INC$17.2M0.03%108,030CommonSOLE
801056102SANMSANMINA CORPORATION$17.2M0.03%175,559CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$16.9M0.03%718,703CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$16.9M0.03%158,744CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$16.8M0.03%16,298,000CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$16.8M0.03%1,093,625CommonSOLE
629377508NRGNRG ENERGY INC$16.8M0.03%104,568CommonSOLE
204166102CVLTCOMMVAULT SYS INC$16.8M0.03%96,099CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$16.8M0.03%33,504CommonSOLE
655663102NDSNNORDSON CORP$16.7M0.03%77,813CommonSOLE
574599106MASMASCO CORP$16.6M0.03%258,473CommonSOLE
892672106TWTRADEWEB MKTS INC$16.6M0.03%113,415CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$16.5M0.03%178,733CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$16.5M0.03%83,275CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$16.5M0.03%633,040CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$16.4M0.03%119,287CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$16.3M0.03%265,021CommonSOLE
67059N108NTNXNUTANIX INC$16.3M0.03%213,741CommonSOLE
427866108HSYHERSHEY CO$16.3M0.03%98,236CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$16.2M0.03%105,583CommonSOLE
552848103MTGMGIC INVT CORP WIS$16.1M0.03%578,926CommonSOLE
452327109ILMNILLUMINA INC$16.0M0.03%167,869CommonSOLE
192108504CDECOEUR MNG INC$16.0M0.03%1,806,790CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$16.0M0.03%53,580CommonSOLE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$15.9M0.03%12,162,000CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$15.9M0.03%286,470CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$15.8M0.03%589,009CommonSOLE
745867101PHMPULTE GROUP INC$15.8M0.03%149,905CommonSOLE
12621E103CNOCNO FINL GROUP INC$15.8M0.03%408,691CommonSOLE
453038408IMOIMPERIAL OIL LTD$15.8M0.03%198,790CommonSOLE
55261F104MTBM & T BK CORP$15.7M0.03%80,718CommonSOLE
219350105GLWCORNING INC$15.6M0.03%297,005CommonSOLE
G87110105FTITECHNIPFMC PLC$15.6M0.03%452,383CommonSOLE
189054109CLXCLOROX CO DEL$15.5M0.03%128,924CommonSOLE
25746U109DDOMINION ENERGY INC$15.5M0.03%273,655CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$15.5M0.03%420,977CommonSOLE
62944T105NVRNVR INC$15.2M0.03%2,062CommonSOLE
115236101BROBROWN & BROWN INC$15.2M0.03%137,270CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$15.2M0.03%822,343CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$15.2M0.03%69,560CommonSOLE
071813109BAXBAXTER INTL INC$15.2M0.03%500,542CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$15.1M0.03%589,481CommonSOLE
26884L109EQTEQT CORP$15.0M0.03%257,297CommonSOLE
G39108108GTESGATES INDL CORP PLC$14.9M0.03%646,537CommonSOLE
37940X102GPNGLOBAL PMTS INC$14.9M0.03%185,866CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$14.8M0.03%190,287CommonSOLE
254687906DISNEY WALT CO$14.8M0.03%119,600CALLSOLE
55955D100MGNIMAGNITE INC$14.8M0.03%614,317CommonSOLE
833034101SNASNAP ON INC$14.8M0.03%47,462CommonSOLE
75734B100RDDTREDDIT INC$14.7M0.03%97,861CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14.7M0.03%214,670CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$14.6M0.03%89,722CommonSOLE
00766T100ACMAECOM$14.6M0.03%129,032CommonSOLE
25754A201DPZDOMINOS PIZZA INC$14.6M0.03%32,294CommonSOLE
969904101WSMWILLIAMS SONOMA INC$14.5M0.03%88,607CommonSOLE
143658300CCL1EURCARNIVAL CORP$14.5M0.03%514,219CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$14.5M0.03%174,574CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$14.4M0.03%293,885CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$14.3M0.03%270,642CommonSOLE
058498106BALLBALL CORP$14.3M0.03%254,445CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14.0M0.02%25,559CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$13.9M0.02%27,185CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$13.9M0.02%50,330CommonSOLE
35137L105FOXAFOX CORP$13.9M0.02%248,056CommonSOLE
372460105GPCGENUINE PARTS CO$13.9M0.02%114,431CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$13.9M0.02%23,379CommonSOLE
268150109DTDYNATRACE INC$13.9M0.02%250,898CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$13.8M0.02%14,750,000CommonNONE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$13.8M0.02%12,857,000CommonNONE
007903907AMDADVANCED MICRO DEVICES INC$13.8M0.02%97,300CALLSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$13.7M0.02%11,739,000CommonNONE
75960P104RELYREMITLY GLOBAL INC$13.7M0.02%729,159CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$13.6M0.02%383,575CommonSOLE
74736K101QRVOQORVO INC$13.6M0.02%159,884CommonSOLE
682189105ONON SEMICONDUCTOR CORP$13.5M0.02%258,531CommonSOLE
402635502GPORGULFPORT ENERGY CORP$13.5M0.02%67,006CommonSOLE
26884U109EPREPR PPTYS$13.4M0.02%230,601CommonSOLE
422806208HEI/AHEICO CORP NEW$13.4M0.02%51,758CommonSOLE
04621X108AIZASSURANT INC$13.3M0.02%67,525CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$13.3M0.02%167,010CommonSOLE
681919106OMCOMNICOM GROUP INC$13.3M0.02%184,300CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$13.2M0.02%107,422CommonSOLE
487836108KKELLANOVA$13.2M0.02%165,406CommonSOLE
832696405SJMSMUCKER J M CO$13.1M0.02%133,837CommonSOLE
570535104MKLMARKEL GROUP INC$13.1M0.02%6,549CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$13.1M0.02%91,042CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13.1M0.02%317,309CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$13.0M0.02%101,897CommonSOLE

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.