Now live: Pro — the full 13F research suite for serious investorsSee pricing →
ABN AMRO INVESTMENT SOLUTIONS

Q1 2025 · 13F-HR

ABN AMRO INVESTMENT SOLUTIONSholdings as filed

Filed 2025-08-27 · accession 0002080520-25-000010

$4.78B
Reported value
433
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$252.7M5.28%673,072CommonSOLE
023135106AMZNAMAZON COM INC$184.4M3.85%969,076CommonSOLE
67066G104NVDANVIDIA CORPORATION$184.2M3.85%1,699,956CommonSOLE
02079K305GOOGLALPHABET INC$142.1M2.97%919,013CommonSOLE
037833100AAPLAPPLE INC$124.9M2.61%562,346CommonSOLE
244199105DEDEERE & CO$109.5M2.29%233,284CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$100.2M2.09%182,794CommonSOLE
94106L109WMWASTE MGMT INC DEL$98.5M2.06%425,351CommonSOLE
11135F101AVGOBROADCOM INC$89.4M1.87%534,082CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$86.4M1.81%501,152CommonSOLE
053332102AZOAUTOZONE INC$78.2M1.63%20,514CommonSOLE
78409V104SPGIS&P GLOBAL INC$74.8M1.56%147,142CommonSOLE
532457108LLYELI LILLY & CO$74.3M1.55%89,965CommonSOLE
756109104OREALTY INCOME CORP$73.6M1.54%1,268,153CommonSOLE
742718109PGPROCTER AND GAMBLE CO$69.1M1.44%405,535CommonSOLE
337738108FISVFISERV INC$68.7M1.44%311,083CommonSOLE
79466L302CRMSALESFORCE INC$67.7M1.42%252,373CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$66.7M1.39%137,642CommonSOLE
235851102DHRDANAHER CORPORATION$64.9M1.36%316,669CommonSOLE
060505104BACBANK AMERICA CORP$63.5M1.33%1,522,365CommonSOLE
863667101SYKSTRYKER CORPORATION$63.4M1.33%170,363CommonSOLE
461202103INTUINTUIT$63.0M1.32%102,666CommonSOLE
125523100CITHE CIGNA GROUP$60.0M1.25%182,247CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$59.4M1.24%119,297CommonSOLE
115236101BROBROWN & BROWN INC$58.9M1.23%473,219CommonSOLE
058498106BALLBALL CORP$54.8M1.15%1,053,010CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$49.5M1.03%202,781CommonSOLE
871607107SNPSSYNOPSYS INC$48.4M1.01%112,786CommonSOLE
038222105AMATAPPLIED MATLS INC$48.0M1.00%331,051CommonSOLE
81762P102NOWSERVICENOW INC$47.2M0.99%59,289CommonSOLE
98138H101WDAYWORKDAY INC$43.2M0.90%184,782CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$41.8M0.87%44,190CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$34.6M0.72%234,335CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$34.4M0.72%334,853CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$34.3M0.72%139,731CommonSOLE
571903202MARMARRIOTT INTL INC NEW$33.8M0.71%142,029CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$32.5M0.68%202,549CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$32.4M0.68%92,851CommonSOLE
68389X105ORCLORACLE CORP$31.1M0.65%222,580CommonSOLE
98419M100XYLXYLEM INC$30.6M0.64%256,096CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$30.6M0.64%184,205CommonSOLE
294429105EFXEQUIFAX INC$28.8M0.60%118,201CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$26.9M0.56%90,488CommonSOLE
482480100KLACKLA CORP$26.6M0.56%39,120CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$26.3M0.55%580,515CommonSOLE
92826C839VVISA INC$25.0M0.52%71,221CommonSOLE
78442P106SLMSLM CORP$24.6M0.51%838,559CommonSOLE
478160104JNJJOHNSON & JOHNSON$24.2M0.51%146,144CommonSOLE
031162100AMGNAMGEN INC$23.9M0.50%76,632CommonSOLE
30303M102METAMETA PLATFORMS INC$23.2M0.48%40,166CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$22.0M0.46%34,740CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$21.4M0.45%125,120CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$21.1M0.44%138,023CommonSOLE
278865100ECLECOLAB INC$20.4M0.43%80,546CommonSOLE
025816109AXPAMERICAN EXPRESS CO$19.9M0.42%73,978CommonSOLE
64110L106NFLXNETFLIX INC$19.4M0.41%20,827CommonSOLE
29444U700EQIXEQUINIX INC$19.3M0.40%23,686CommonSOLE
690742101OCOWENS CORNING NEW$18.9M0.39%132,301CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$18.6M0.39%35,434CommonSOLE
929740108WABWABTEC$18.2M0.38%100,461CommonSOLE
30040W108ESEVERSOURCE ENERGY$16.8M0.35%269,992CommonSOLE
17275R102CSCOCISCO SYS INC$16.5M0.35%267,670CommonSOLE
336433107FSLRFIRST SOLAR INC$16.3M0.34%129,000CommonSOLE
548661107LOWLOWES COS INC$16.2M0.34%69,618CommonSOLE
747525103QCOMQUALCOMM INC$16.2M0.34%105,341CommonSOLE
59156R108METMETLIFE INC$16.1M0.34%200,309CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$15.9M0.33%169,558CommonSOLE
00287Y109ABBVABBVIE INC$15.5M0.32%74,035CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$15.5M0.32%49,680CommonSOLE
254687106DISDISNEY WALT CO$15.4M0.32%156,154CommonSOLE
713448108PEPPEPSICO INC$14.8M0.31%98,864CommonSOLE
58733R102MELIMERCADOLIBRE INC$14.6M0.31%7,499CommonSOLE
03076C106AMPAMERIPRISE FINL INC$14.5M0.30%29,858CommonSOLE
806857108SLBSCHLUMBERGER LTD$14.3M0.30%341,468CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$14.2M0.30%83,713CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.1M0.29%380,881CommonSOLE
278642103EBAYEBAY INC.$14.1M0.29%207,444CommonSOLE
922475108VEEVVEEVA SYS INC$14.0M0.29%60,410CommonSOLE
872540109TJXTJX COS INC NEW$13.8M0.29%113,089CommonSOLE
58933Y105MRKMERCK & CO INC$13.4M0.28%148,970CommonSOLE
052800109ALVAUTOLIV INC$12.9M0.27%146,349CommonSOLE
907818108UNPUNION PAC CORP$12.9M0.27%54,665CommonSOLE
902973304USBUS BANCORP DEL$12.8M0.27%303,948CommonSOLE
701094104PHPARKER-HANNIFIN CORP$12.8M0.27%21,046CommonSOLE
38526M106LOPEGRAND CANYON ED INC$12.8M0.27%73,853CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$12.7M0.27%96,350CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.8M0.25%23,781CommonSOLE
00724F101ADBEADOBE INC$11.4M0.24%29,851CommonSOLE
191216100KOCOCA COLA CO$11.3M0.24%157,966CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$11.0M0.23%50,391CommonSOLE
049560105ATOATMOS ENERGY CORP$10.5M0.22%68,104CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$10.3M0.21%57,289CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$10.1M0.21%39,733CommonSOLE
47215P106JDJD.COM INC$9.8M0.21%239,462CommonSOLE
81141R100SESEA LTD$9.7M0.20%74,025CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.6M0.20%95,208CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$9.6M0.20%218,532CommonSOLE
22052L104CTVACORTEVA INC$9.5M0.20%151,700CommonSOLE
03662Q105AKXANSYS INC$9.4M0.20%29,667CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$9.3M0.20%236,228CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$9.3M0.19%111,014CommonSOLE
052769106ADSKAUTODESK INC$9.1M0.19%34,570CommonSOLE
872590104TMUST-MOBILE US INC$9.0M0.19%33,769CommonSOLE
833034101SNASNAP ON INC$8.7M0.18%25,897CommonSOLE
784117103SEICSEI INVTS CO$8.6M0.18%110,600CommonSOLE
835699307SONYSONY GROUP CORP$8.5M0.18%335,900CommonSOLE
617446448MSMORGAN STANLEY$8.4M0.18%72,365CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$8.3M0.17%73,170CommonSOLE
436440101HO1HOLOGIC INC$8.3M0.17%134,318CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8.1M0.17%93,656CommonSOLE
437076102HDHOME DEPOT INC$7.7M0.16%21,082CommonSOLE
45687V106IRINGERSOLL RAND INC$7.7M0.16%95,775CommonSOLE
291011104EMREMERSON ELEC CO$7.6M0.16%68,936CommonSOLE
871829107SYYSYSCO CORP$7.4M0.16%99,159CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.4M0.15%28,676CommonSOLE
64110D104NTAPNETAPP INC$7.4M0.15%83,976CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.4M0.15%65,001CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$7.3M0.15%15,300CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.3M0.15%65,990CommonSOLE
07725L102ONCBEIGENE LTD$7.2M0.15%26,560CommonSOLE
749685103RPMRPM INTL INC$7.2M0.15%62,157CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7.1M0.15%12,049CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.0M0.15%40,088CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.9M0.14%137,428CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6.9M0.14%108,763CommonSOLE
74762E102QUREQUANTA SVCS INC$6.9M0.14%27,082CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$6.8M0.14%30,035CommonSOLE
127097103CTRACOTERRA ENERGY INC$6.5M0.14%225,600CommonSOLE
172062101CINFCINCINNATI FINL CORP$6.4M0.13%43,640CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6.4M0.13%100,341CommonSOLE
98389B100XELXCEL ENERGY INC$6.3M0.13%88,600CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$6.3M0.13%12,600CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6.3M0.13%25,265CommonSOLE
009158106APDAIR PRODS & CHEMS INC$6.3M0.13%21,200CommonSOLE
526057104LENLENNAR CORP$6.2M0.13%54,123CommonSOLE
778296103ROSTROSS STORES INC$6.2M0.13%48,448CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.2M0.13%78,780CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$6.2M0.13%452,000CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.1M0.13%79,779CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.1M0.13%13,982CommonSOLE
89151E109TTENTOTALENERGIES SE$6.0M0.13%92,800CommonSOLE
032654105ADIANALOG DEVICES INC$5.9M0.12%29,390CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.9M0.12%25,823CommonSOLE
217204106CPRTCOPART INC$5.9M0.12%103,509CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.8M0.12%25,651CommonSOLE
09260D107BXBLACKSTONE INC$5.8M0.12%41,300CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$5.7M0.12%50,245CommonSOLE
931142103WMTWALMART INC$5.7M0.12%64,747CommonSOLE
74340W103PLDPROLOGIS INC.$5.7M0.12%50,584CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.6M0.12%26,258CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.5M0.12%134,304CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$5.5M0.12%89,466CommonSOLE
40415F101HDBHDFC BANK LTD$5.5M0.11%82,172CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.4M0.11%48,330CommonSOLE
456788108INFYINFOSYS LTD$5.3M0.11%288,023CommonSOLE
384802104GWWGRAINGER W W INC$5.2M0.11%5,280CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.1M0.11%69,909CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$5.1M0.11%174,062CommonSOLE
98978V103ZTSZOETIS INC$5.1M0.11%30,708CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5.0M0.10%63,122CommonSOLE
665859104NTRSNORTHERN TR CORP$5.0M0.10%50,289CommonSOLE
91529Y106UNMUNUM GROUP$4.9M0.10%60,298CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.8M0.10%98,790CommonSOLE
372460105GPCGENUINE PARTS CO$4.7M0.10%39,717CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$4.7M0.10%37,600CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.7M0.10%32,617CommonSOLE
888787108TOSTTOAST INC$4.6M0.10%138,593CommonSOLE
366651107ITGARTNER INC$4.6M0.10%10,937CommonSOLE
595112103MUMICRON TECHNOLOGY INC$4.6M0.10%52,689CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4.5M0.10%68,200CommonSOLE
12504L109CBRECBRE GROUP INC$4.5M0.09%34,645CommonSOLE
74624M102PPURE STORAGE INC$4.5M0.09%100,880CommonSOLE
23331A109DHID R HORTON INC$4.4M0.09%34,926CommonSOLE
053611109AVYAVERY DENNISON CORP$4.4M0.09%24,865CommonSOLE
370334104GISGENERAL MLS INC$4.4M0.09%73,162CommonSOLE
878742204TECKTECK RESOURCES LTD$4.4M0.09%119,998CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$4.4M0.09%12,913CommonSOLE
654902204NOKNOKIA CORP$4.3M0.09%814,610CommonSOLE
44332N106HTHTH WORLD GROUP LTD$4.2M0.09%114,548CommonSOLE
911363109URIUNITED RENTALS INC$4.2M0.09%6,673CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.1M0.09%22,213CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4.1M0.08%21,485CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.0M0.08%32,335CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$4.0M0.08%18,500CommonSOLE
23804L103DDOGDATADOG INC$3.9M0.08%39,499CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$3.9M0.08%72,318CommonSOLE
040413205ANETARISTA NETWORKS INC$3.9M0.08%50,309CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.9M0.08%24,502CommonSOLE
831865209AOSSMITH A O CORP$3.9M0.08%59,065CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3.8M0.08%22,182CommonSOLE
142339100CSLCARLISLE COS INC$3.8M0.08%11,032CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$3.7M0.08%41,405CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.7M0.08%31,636CommonSOLE
688239201OSKOSHKOSH CORP$3.7M0.08%39,200CommonSOLE
22266T109CPNGCOUPANG INC$3.6M0.08%165,241CommonSOLE
695156109PKGPACKAGING CORP AMER$3.6M0.07%18,005CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.6M0.07%38,710CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.6M0.07%10,084CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$3.5M0.07%57,015CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$3.5M0.07%122,683CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.5M0.07%85,132CommonSOLE
82509L107SHOPSHOPIFY INC$3.4M0.07%35,757CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3.4M0.07%85,923CommonSOLE
72352L106PINSPINTEREST INC$3.4M0.07%108,448CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.3M0.07%45,598CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$3.3M0.07%84,133CommonSOLE
579780206MKCMCCORMICK & CO INC$3.3M0.07%39,923CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$3.2M0.07%254,027CommonSOLE
580135101MCDMCDONALDS CORP$3.2M0.07%10,383CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$3.2M0.07%60,422CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$3.2M0.07%16,261CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3.2M0.07%30,575CommonSOLE
29362U104ENTGENTEGRIS INC$3.2M0.07%36,059CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.2M0.07%13,021CommonSOLE
09290D101BLKBLACKROCK INC$3.2M0.07%3,330CommonSOLE
48553T106BZKANZHUN LIMITED$3.1M0.07%163,478CommonSOLE
00206R102TAT&T INC$3.1M0.07%110,228CommonSOLE
48666K109KBHKB HOME$3.1M0.06%53,427CommonSOLE
443510607HUBBHUBBELL INC$3.0M0.06%9,162CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.0M0.06%36,569CommonSOLE
540424108LLOEWS CORP$3.0M0.06%32,641CommonSOLE
002824100ABTABBOTT LABS$3.0M0.06%22,328CommonSOLE
48581R205KSPIKASPI KZ JSC$2.9M0.06%31,054CommonSOLE
443573100HUBSHUBSPOT INC$2.9M0.06%5,039CommonSOLE
149123101CATCATERPILLAR INC$2.8M0.06%8,565CommonSOLE
482497104BEKEKE HLDGS INC$2.8M0.06%137,821CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$2.7M0.06%68,266CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.06%8,934CommonSOLE
55354G100MSCIMSCI INC$2.7M0.06%4,824CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.7M0.06%1,898CommonSOLE
05278C107ATHMAUTOHOME INC$2.7M0.06%96,757CommonSOLE
500688106KOSKOSMOS ENERGY LTD$2.7M0.06%1,172,798CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.7M0.06%4,891CommonSOLE
00766T100ACMAECOM$2.5M0.05%27,339CommonSOLE
171779309CIENCIENA CORP$2.5M0.05%41,541CommonSOLE
89055F103BLDTOPBUILD CORP$2.5M0.05%8,189CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.5M0.05%10,015CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.5M0.05%538CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$2.4M0.05%48,114CommonSOLE
743315103PGRPROGRESSIVE CORP$2.3M0.05%8,301CommonSOLE
654106103NKENIKE INC$2.3M0.05%35,878CommonSOLE
60937P106MDBMONGODB INC$2.2M0.05%12,784CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.2M0.05%11,953CommonSOLE
896239100TRMBTRIMBLE INC$2.2M0.05%32,798CommonSOLE
92538J106VERXVERTEX INC$2.1M0.04%61,066CommonSOLE
26603R106DUOLDUOLINGO INC$2.0M0.04%6,549CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.0M0.04%29,881CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$2.0M0.04%367,699CommonSOLE
345370860FFORD MTR CO$2.0M0.04%198,179CommonSOLE
69370C100PTCPTC INC$2.0M0.04%12,768CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.9M0.04%22,966CommonSOLE
882508104TXNTEXAS INSTRS INC$1.9M0.04%10,765CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.8M0.04%9,098CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.8M0.04%1,539CommonSOLE
717081103PFEPFIZER INC$1.8M0.04%71,381CommonSOLE
95040Q104WELLWELLTOWER INC$1.7M0.04%11,300CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.7M0.04%10,052CommonSOLE
36828A101GEVGE VERNOVA INC$1.7M0.04%5,585CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.7M0.04%15,250CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$1.7M0.03%99,993CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.03%6,703CommonSOLE
69331C108PCGPG&E CORP$1.7M0.03%96,261CommonSOLE
78440P306SKMSK TELECOM CO LTD$1.7M0.03%77,690CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.6M0.03%3,744CommonSOLE
64110W102NTESNETEASE INC$1.6M0.03%15,778CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.03%2,376CommonSOLE
281020107EIXEDISON INTL$1.6M0.03%26,978CommonSOLE
12572Q105CMECME GROUP INC$1.6M0.03%5,961CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.6M0.03%4,576CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$1.6M0.03%14,426CommonSOLE
872657101TPGTPG INC$1.5M0.03%32,635CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.03%24,821CommonSOLE
526057302LEN/BLENNAR CORP$1.5M0.03%13,800CommonSOLE
833445109SNOWSNOWFLAKE INC$1.5M0.03%10,228CommonSOLE
009066101ABNBAIRBNB INC$1.5M0.03%12,340CommonSOLE
92338C103VLTOVERALTO CORP$1.4M0.03%14,517CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.4M0.03%6,813CommonSOLE
852234103XYZBLOCK INC$1.4M0.03%25,975CommonSOLE
651639106NEMNEWMONT CORP$1.3M0.03%27,509CommonSOLE
418056107HASHASBRO INC$1.3M0.03%21,548CommonSOLE
68248T204ONECONNECT FINL TECHNOLOGY C$1.3M0.03%194,809CommonSOLE
172908105CTASCINTAS CORP$1.3M0.03%6,140CommonSOLE
001055102AFLAFLAC INC$1.2M0.03%11,196CommonSOLE
79589L106IOTSAMSARA INC$1.2M0.03%32,227CommonSOLE
722304102PDDPDD HOLDINGS INC$1.2M0.03%10,370CommonSOLE
148929102CAVACAVA GROUP INC$1.1M0.02%12,716CommonSOLE
45168D104IDXXIDEXX LABS INC$1.1M0.02%2,608CommonSOLE
48251W104KKRKKR & CO INC$1.1M0.02%9,379CommonSOLE
458140100INTCINTEL CORP$1.0M0.02%44,319CommonSOLE
000360206AAONAAON INC$1.0M0.02%12,843CommonSOLE
693718108PCARPACCAR INC$979,8340.02%10,063CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$961,2820.02%63,915CommonSOLE
08265T208BSYBENTLEY SYS INC$947,9760.02%24,097CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$943,9000.02%9,017CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$943,3290.02%3,567CommonSOLE
704326107PAYXPAYCHEX INC$898,3720.02%5,823CommonSOLE
594972408MSTRMICROSTRATEGY INC$875,4760.02%3,037CommonSOLE
126650100CVSCVS HEALTH CORP$874,2460.02%12,904CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$867,0890.02%17,457CommonSOLE
126408103CSXCSX CORP$862,3580.02%29,302CommonSOLE
25809K105DASHDOORDASH INC$851,7080.02%4,660CommonSOLE
090040106BILIBILIBILI INC$829,0680.02%43,384CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$828,8980.02%6,053CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$816,7810.02%4,918CommonSOLE
929160109VMCVULCAN MATLS CO$791,5870.02%3,393CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$780,1820.02%22,799CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$743,6600.02%10,300CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$743,1320.02%11,389CommonSOLE
260003108DOVDOVER CORP$738,3830.02%4,203CommonSOLE
34959E109FTNTFORTINET INC$730,8060.02%7,592CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$723,3400.02%3,054CommonSOLE
03831W108APPAPPLOVIN CORP$703,2300.01%2,654CommonSOLE
075887109BDXBECTON DICKINSON & CO$701,6110.01%3,063CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$698,2810.01%3,361CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$697,3830.01%11,917CommonSOLE
87612E106TGTTARGET CORP$680,7400.01%6,523CommonSOLE
29084Q100EMEEMCOR GROUP INC$677,9010.01%1,834CommonSOLE
020002101ALLALLSTATE CORP$643,3660.01%3,107CommonSOLE
759509102RSRELIANCE INC$639,0040.01%2,213CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$628,1330.01%8,411CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$620,1470.01%49,811CommonSOLE
500754106KHCKRAFT HEINZ CO$617,8200.01%20,303CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$613,3250.01%3,593CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$602,6260.01%7,847CommonSOLE
48268K101KTKT CORP$587,9540.01%33,199CommonSOLE
487836108KKELLANOVA$579,1620.01%7,021CommonSOLE
693506107PPGPPG INDS INC$571,7910.01%5,229CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$567,4540.01%10,900CommonSOLE
03073E105CORCENCORA INC$553,3990.01%1,990CommonSOLE
49177J102KVUEKENVUE INC$550,1010.01%22,940CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$547,4010.01%1,829CommonSOLE
92276F100VTRVENTAS INC$545,8860.01%7,939CommonSOLE
40412C101HCAHCA HEALTHCARE INC$515,9060.01%1,493CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$485,3640.01%3,523CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$482,9330.01%3,294CommonSOLE
29082A107EMBJEMBRAER S.A.$482,6510.01%10,447CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$477,2540.01%9,015CommonSOLE
22822V101CCICROWN CASTLE INC$456,7360.01%4,382CommonSOLE
18915M107NETCLOUDFLARE INC$455,9440.01%4,046CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$452,6070.01%400,000CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$451,9860.01%3,653CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$434,6940.01%4,769CommonSOLE
049468101TEAMATLASSIAN CORPORATION$430,3620.01%2,028CommonSOLE
615369105MCOMOODYS CORP$423,3120.01%909CommonSOLE
46284V101IRMIRON MTN INC DEL$415,9170.01%4,834CommonSOLE
15135B101CNCCENTENE CORP DEL$411,4920.01%6,778CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$407,9790.01%2,427CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$403,6850.01%400,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$394,8690.01%1,395CommonSOLE
770700102HOODROBINHOOD MKTS INC$392,9340.01%9,441CommonSOLE
311900104FASTFASTENAL CO$391,7050.01%5,051CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$382,6040.01%3,978CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$381,3900.01%5,262CommonSOLE
88339J105TTDTHE TRADE DESK INC$380,6320.01%6,956CommonSOLE
771049103RBLXROBLOX CORP$375,7370.01%6,446CommonSOLE
31810T101FINVFINVOLUTION GROUP$374,9730.01%38,938CommonSOLE
38059T106GFIGOLD FIELDS LTD$365,3240.01%16,538CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$365,2920.01%2,206CommonSOLE
35137L105FOXAFOX CORP$364,9000.01%6,447CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$363,4460.01%380,000CommonSOLE
874080104TALTAL EDUCATION GROUP$360,5270.01%27,292CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$353,7260.01%1,310CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$352,6280.01%608CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$347,5240.01%943CommonSOLE
632307104NTRANATERA INC$333,4450.01%2,358CommonSOLE
146869102CVNACARVANA CO$332,2280.01%1,589CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$328,7040.01%3,210CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$320,6710.01%2,868CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$316,6530.01%1,306CommonSOLE
303250104FICOFAIR ISAAC CORP$315,3510.01%171CommonSOLE
444859102HUMHUMANA INC$311,6990.01%1,178CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$311,0540.01%300,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$309,2090.01%7,648CommonSOLE
427866108HSYHERSHEY CO$308,0250.01%1,801CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$307,3210.01%933CommonSOLE
012653101ALBALBEMARLE CORP$301,8360.01%4,191CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$301,6570.01%300,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$298,9990.01%19,920CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$298,5480.01%7,287CommonSOLE
91913Y100VLOVALERO ENERGY CORP$293,5920.01%2,223CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$292,3200.01%300,000CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$289,4070.01%1,949CommonSOLE
380237107GDDYGODADDY INC$284,6210.01%1,580CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$284,4790.01%300,000CommonSOLE
40434L105HPQHP INC$283,2690.01%10,230CommonSOLE
761152107RMDRESMED INC$281,3790.01%1,257CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$279,9770.01%18,145CommonSOLE
55261F104MTBM & T BK CORP$277,7780.01%1,554CommonSOLE
988498101YUMYUM BRANDS INC$276,1670.01%1,755CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$276,0140.01%1,987CommonSOLE
252131107DXCMDEXCOM INC$273,7750.01%4,009CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$272,8300.01%300,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$269,2250.01%300,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$266,3090.01%3,566CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$265,7570.01%300,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$259,6410.01%300,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$256,5140.01%200,000CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$248,0840.01%2,970CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$246,1250.01%4,725CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$244,7120.01%200,000CommonSOLE
969457100WMBWILLIAMS COS INC$243,9400.01%4,082CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$241,7650.01%200,000CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$241,7060.01%23,955CommonSOLE
98954M200ZZILLOW GROUP INC$241,1940.01%3,518CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$240,1530.01%7,607CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$237,5490.00%100,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$235,9150.00%8,269CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$235,3370.00%200,000CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$231,7940.00%1,150CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$230,8920.00%200,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$226,5710.00%4,112CommonSOLE
34959J108FTVFORTIVE CORP$221,2230.00%3,023CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$215,7710.00%1,727CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$213,5210.00%6,236CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$212,3230.00%1,626CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$210,6290.00%13,433CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$208,9340.00%200,000CommonSOLE
90138F102TWLOTWILIO INC$207,9610.00%2,124CommonSOLE
46591M109JOYYJOYY INC$205,7020.00%4,900CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$203,9530.00%110CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$203,4300.00%18,959CommonSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$196,5540.00%170,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$196,0520.00%200,000CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$195,5130.00%200,000CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$194,1040.00%200,000CommonSOLE
98139AAD7WK 1.25 08/15/28WORKIVA INC$186,8610.00%200,000CommonSOLE
151290889CXCEMEX SAB DE CV$167,1780.00%29,800CommonSOLE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$147,1410.00%150,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$132,8310.00%100,000CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$130,1470.00%100,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$127,0400.00%100,000CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$120,7140.00%10,807CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$118,0290.00%100,000CommonSOLE

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.