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

Q3 2024 · 13F-HR

ABN AMRO INVESTMENT SOLUTIONSholdings as filed

Filed 2025-09-04 · accession 0002080520-25-000012

$5.73B
Reported value
489
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$309.5M5.40%719,271CommonSOLE
67066G104NVDANVIDIA CORPORATION$277.6M4.84%2,285,733CommonSOLE
023135106AMZNAMAZON COM INC$194.6M3.39%1,044,376CommonSOLE
02079K305GOOGLALPHABET INC$162.3M2.83%978,447CommonSOLE
037833100AAPLAPPLE INC$143.4M2.50%615,283CommonSOLE
79466L302CRMSALESFORCE INC$135.4M2.36%494,783CommonSOLE
68389X105ORCLORACLE CORP$122.2M2.13%717,044CommonSOLE
244199105DEDEERE & CO$114.5M2.00%274,447CommonSOLE
756109104OREALTY INCOME CORP$107.6M1.88%1,696,433CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$105.5M1.84%213,575CommonSOLE
78409V104SPGIS&P GLOBAL INC$100.1M1.75%193,696CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$94.0M1.64%585,126CommonSOLE
058498106BALLBALL CORP$89.7M1.56%1,320,347CommonSOLE
038222105AMATAPPLIED MATLS INC$89.0M1.55%440,657CommonSOLE
11135F101AVGOBROADCOM INC$87.8M1.53%508,825CommonSOLE
742718109PGPROCTER AND GAMBLE CO$86.6M1.51%499,993CommonSOLE
461202103INTUINTUIT$85.1M1.49%137,117CommonSOLE
060505104BACBANK AMERICA CORP$82.8M1.44%2,087,119CommonSOLE
94106L109WMWASTE MGMT INC DEL$79.8M1.39%384,159CommonSOLE
053332102AZOAUTOZONE INC$74.4M1.30%23,611CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$70.9M1.24%317,903CommonSOLE
337738108FISVFISERV INC$70.0M1.22%389,402CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$68.3M1.19%1,521,173CommonSOLE
235851102DHRDANAHER CORPORATION$67.4M1.18%242,533CommonSOLE
125523100CITHE CIGNA GROUP$66.6M1.16%192,214CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$61.9M1.08%100,063CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$58.8M1.03%153,954CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$58.3M1.02%65,707CommonSOLE
863667101SYKSTRYKER CORPORATION$56.3M0.98%155,852CommonSOLE
871607107SNPSSYNOPSYS INC$53.6M0.93%105,833CommonSOLE
98419M100XYLXYLEM INC$47.7M0.83%353,506CommonSOLE
23331A109DHID R HORTON INC$47.6M0.83%249,432CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$46.9M0.82%132,545CommonSOLE
92826C839VVISA INC$44.4M0.77%161,351CommonSOLE
690742101OCOWENS CORNING NEW$42.9M0.75%243,149CommonSOLE
571903202MARMARRIOTT INTL INC NEW$41.8M0.73%168,285CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$41.4M0.72%154,401CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$41.1M0.72%39,100CommonSOLE
294429105EFXEQUIFAX INC$40.9M0.71%139,086CommonSOLE
336433107FSLRFIRST SOLAR INC$40.3M0.70%161,513CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$38.8M0.68%351,129CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$38.6M0.67%263,932CommonSOLE
20030N101CMCSACOMCAST CORP NEW$38.4M0.67%918,154CommonSOLE
609207105MDLZMONDELEZ INTL INC$37.1M0.65%503,573CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$36.6M0.64%210,782CommonSOLE
871829107SYYSYSCO CORP$35.4M0.62%453,136CommonSOLE
00724F101ADBEADOBE INC$34.6M0.60%66,797CommonSOLE
278865100ECLECOLAB INC$34.1M0.59%133,546CommonSOLE
254687106DISDISNEY WALT CO$33.5M0.58%347,896CommonSOLE
29444U700EQIXEQUINIX INC$33.1M0.58%37,318CommonSOLE
00287Y109ABBVABBVIE INC$32.9M0.57%166,668CommonSOLE
12572Q105CMECME GROUP INC$31.9M0.56%144,705CommonSOLE
78442P106SLMSLM CORP$31.7M0.55%1,385,806CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$31.3M0.55%91,436CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.3M0.53%143,622CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$26.9M0.47%181,328CommonSOLE
59156R108METMETLIFE INC$25.0M0.44%303,667CommonSOLE
872540109TJXTJX COS INC NEW$24.6M0.43%209,492CommonSOLE
58933Y105MRKMERCK & CO INC$22.9M0.40%201,967CommonSOLE
278642103EBAYEBAY INC.$21.6M0.38%331,300CommonSOLE
548661107LOWLOWES COS INC$21.5M0.38%79,417CommonSOLE
922475108VEEVVEEVA SYS INC$21.1M0.37%100,636CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.9M0.36%129,036CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$19.6M0.34%33,601CommonSOLE
036752103ELVELEVANCE HEALTH INC$19.6M0.34%37,771CommonSOLE
031162100AMGNAMGEN INC$19.6M0.34%60,828CommonSOLE
30303M102METAMETA PLATFORMS INC$19.1M0.33%33,424CommonSOLE
747525103QCOMQUALCOMM INC$18.9M0.33%111,336CommonSOLE
58733R102MELIMERCADOLIBRE INC$18.2M0.32%8,857CommonSOLE
025816109AXPAMERICAN EXPRESS CO$18.1M0.32%66,906CommonSOLE
929740108WABWABTEC$17.2M0.30%94,524CommonSOLE
701094104PHPARKER-HANNIFIN CORP$16.7M0.29%26,422CommonSOLE
03076C106AMPAMERIPRISE FINL INC$16.5M0.29%35,107CommonSOLE
74340W103PLDPROLOGIS INC.$16.3M0.28%129,009CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$15.7M0.27%67,544CommonSOLE
713448108PEPPEPSICO INC$15.5M0.27%91,103CommonSOLE
049560105ATOATMOS ENERGY CORP$15.4M0.27%110,779CommonSOLE
03662Q105AKXANSYS INC$14.8M0.26%46,567CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.7M0.26%89,673CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$14.0M0.24%134,996CommonSOLE
30040W108ESEVERSOURCE ENERGY$14.0M0.24%205,563CommonSOLE
191216100KOCOCA COLA CO$13.7M0.24%191,301CommonSOLE
099724106BWABORGWARNER INC$13.7M0.24%378,165CommonSOLE
902973304USBUS BANCORP DEL$13.2M0.23%289,581CommonSOLE
526057104LENLENNAR CORP$12.9M0.23%68,902CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$12.8M0.22%47,812CommonSOLE
052769106ADSKAUTODESK INC$12.7M0.22%46,035CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$12.6M0.22%46,467CommonSOLE
38526M106LOPEGRAND CANYON ED INC$12.5M0.22%88,426CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.5M0.22%25,436CommonSOLE
17275R102CSCOCISCO SYS INC$12.1M0.21%228,133CommonSOLE
47215P106JDJD.COM INC$12.1M0.21%302,412CommonSOLE
532457108LLYELI LILLY & CO$11.8M0.21%13,342CommonSOLE
907818108UNPUNION PAC CORP$11.5M0.20%46,584CommonSOLE
81762P102NOWSERVICENOW INC$11.3M0.20%12,623CommonSOLE
22052L104CTVACORTEVA INC$11.3M0.20%192,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$11.2M0.19%74,503CommonSOLE
45687V106IRINGERSOLL RAND INC$10.8M0.19%110,332CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$10.1M0.18%65,292CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$10.1M0.18%18,800CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.6M0.17%120,042CommonSOLE
882508104TXNTEXAS INSTRS INC$9.5M0.17%46,114CommonSOLE
749685103RPMRPM INTL INC$9.4M0.16%78,036CommonSOLE
436440101HO1HOLOGIC INC$9.4M0.16%115,303CommonSOLE
98978V103ZTSZOETIS INC$9.2M0.16%47,108CommonSOLE
052800109ALVAUTOLIV INC$9.1M0.16%97,761CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.0M0.16%65,746CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.9M0.16%110,943CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.8M0.15%47,759CommonSOLE
835699307SONYSONY GROUP CORP$8.7M0.15%90,600CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8.6M0.15%117,482CommonSOLE
872590104TMUST-MOBILE US INC$7.9M0.14%38,422CommonSOLE
64110L106NFLXNETFLIX INC$7.9M0.14%11,175CommonSOLE
09260D107BXBLACKSTONE INC$7.8M0.14%50,700CommonSOLE
438516106HONHONEYWELL INTL INC$7.8M0.14%37,500CommonSOLE
89151E109TTENTOTALENERGIES SE$7.6M0.13%117,200CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7.4M0.13%28,643CommonSOLE
437076102HDHOME DEPOT INC$7.3M0.13%17,922CommonSOLE
98389B100XELXCEL ENERGY INC$7.2M0.13%110,900CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$7.2M0.13%16,400CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$7.1M0.12%119,710CommonSOLE
784117103SEICSEI INVTS CO$7.1M0.12%102,570CommonSOLE
127097103CTRACOTERRA ENERGY INC$6.8M0.12%284,700CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.8M0.12%88,333CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$6.8M0.12%80,861CommonSOLE
81141R100SESEA LTD$6.7M0.12%70,581CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$6.6M0.12%28,778CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.6M0.12%114,745CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$6.6M0.12%171,347CommonSOLE
580135101MCDMCDONALDS CORP$6.5M0.11%21,258CommonSOLE
69370C100PTCPTC INC$6.4M0.11%35,504CommonSOLE
291011104EMREMERSON ELEC CO$6.4M0.11%58,559CommonSOLE
64110D104NTAPNETAPP INC$6.3M0.11%51,138CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$6.3M0.11%181,853CommonSOLE
878742204TECKTECK RESOURCES LTD$6.3M0.11%119,968CommonSOLE
833034101SNASNAP ON INC$6.1M0.11%21,019CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$6.0M0.11%84,700CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$6.0M0.11%592,200CommonSOLE
07725L102ONCBEIGENE LTD$5.9M0.10%26,104CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.8M0.10%37,465CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$5.7M0.10%69,175CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.6M0.10%10,001CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$5.5M0.10%20,420CommonSOLE
92338C103VLTOVERALTO CORP$5.5M0.10%48,834CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.5M0.10%150,901CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$5.4M0.09%40,630CommonSOLE
053611109AVYAVERY DENNISON CORP$5.4M0.09%24,288CommonSOLE
931142103WMTWALMART INC$5.4M0.09%66,370CommonSOLE
370334104GISGENERAL MLS INC$5.3M0.09%72,283CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$5.3M0.09%73,293CommonSOLE
695156109PKGPACKAGING CORP AMER$5.3M0.09%24,415CommonSOLE
778296103ROSTROSS STORES INC$5.3M0.09%34,890CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$5.2M0.09%46,600CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.2M0.09%124,042CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$5.1M0.09%6,297CommonSOLE
74762E102QUREQUANTA SVCS INC$5.1M0.09%17,234CommonSOLE
40415F101HDBHDFC BANK LTD$5.1M0.09%81,783CommonSOLE
911363109URIUNITED RENTALS INC$5.1M0.09%6,240CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.0M0.09%77,078CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5.0M0.09%50,173CommonSOLE
456788108INFYINFOSYS LTD$5.0M0.09%222,773CommonSOLE
688239201OSKOSHKOSH CORP$4.8M0.08%48,300CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.7M0.08%10,204CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.7M0.08%63,054CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.7M0.08%20,976CommonSOLE
654106103NKENIKE INC$4.7M0.08%53,018CommonSOLE
366651107ITGARTNER INC$4.6M0.08%9,008CommonSOLE
654902204NOKNOKIA CORP$4.5M0.08%1,029,697CommonSOLE
500688106KOSKOSMOS ENERGY LTD$4.5M0.08%1,111,768CommonSOLE
89055F103BLDTOPBUILD CORP$4.5M0.08%10,997CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$4.5M0.08%72,407CommonSOLE
831865209AOSSMITH A O CORP$4.4M0.08%49,460CommonSOLE
384802104GWWGRAINGER W W INC$4.4M0.08%4,275CommonSOLE
681919106OMCOMNICOM GROUP INC$4.4M0.08%42,834CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$4.4M0.08%27,819CommonSOLE
418056107HASHASBRO INC$4.3M0.08%60,092CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$4.3M0.07%136,887CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.2M0.07%20,731CommonSOLE
617446448MSMORGAN STANLEY$4.2M0.07%40,699CommonSOLE
22266T109CPNGCOUPANG INC$4.2M0.07%171,969CommonSOLE
237266101DARDARLING INGREDIENTS INC$4.1M0.07%109,568CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$4.1M0.07%22,658CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.0M0.07%20,950CommonSOLE
172062101CINFCINCINNATI FINL CORP$4.0M0.07%29,480CommonSOLE
760759100RSGREPUBLIC SVCS INC$4.0M0.07%19,793CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.0M0.07%940CommonSOLE
009066101ABNBAIRBNB INC$3.8M0.07%30,288CommonSOLE
002824100ABTABBOTT LABS$3.8M0.07%33,195CommonSOLE
929089100VOYAVOYA FINANCIAL INC$3.8M0.07%47,577CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$3.8M0.07%63,400CommonSOLE
032654105ADIANALOG DEVICES INC$3.7M0.06%16,055CommonSOLE
482497104BEKEKE HLDGS INC$3.6M0.06%181,103CommonSOLE
941848103WATWATERS CORP$3.6M0.06%10,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$3.6M0.06%9,168CommonSOLE
217204106CPRTCOPART INC$3.6M0.06%68,485CommonSOLE
00766T100ACMAECOM$3.6M0.06%34,675CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$3.5M0.06%42,875CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$3.5M0.06%25,158CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.5M0.06%32,947CommonSOLE
665859104NTRSNORTHERN TR CORP$3.5M0.06%38,600CommonSOLE
579780206MKCMCCORMICK & CO INC$3.5M0.06%42,183CommonSOLE
48581R205KSPIKASPI KZ JSC$3.4M0.06%32,384CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.4M0.06%31,325CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.4M0.06%79,344CommonSOLE
281020107EIXEDISON INTL$3.4M0.06%38,668CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3.3M0.06%17,370CommonSOLE
149123101CATCATERPILLAR INC$3.3M0.06%8,511CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$3.3M0.06%98,002CommonSOLE
05278C107ATHMAUTOHOME INC$3.3M0.06%100,968CommonSOLE
09247X101BLKCHFBLACKROCK INC$3.3M0.06%3,448CommonSOLE
040413106ANETEURARISTA NETWORKS INC$3.3M0.06%8,514CommonSOLE
171779309CIENCIENA CORP$3.2M0.06%52,335CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3.1M0.05%30,184CommonSOLE
00206R102TAT&T INC$3.1M0.05%138,786CommonSOLE
74624M102PPURE STORAGE INC$3.0M0.05%60,546CommonSOLE
12504L109CBRECBRE GROUP INC$3.0M0.05%24,314CommonSOLE
82509L107SHOPSHOPIFY INC$3.0M0.05%36,974CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2.9M0.05%17,715CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.9M0.05%18,057CommonSOLE
172908105CTASCINTAS CORP$2.9M0.05%14,160CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.9M0.05%34,674CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$2.9M0.05%18,470CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.9M0.05%27,663CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$2.8M0.05%108,705CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.7M0.05%36,389CommonSOLE
540424108LLOEWS CORP$2.7M0.05%34,724CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.7M0.05%5,542CommonSOLE
30161N101EXCEXELON CORP$2.7M0.05%66,286CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.6M0.05%20,912CommonSOLE
48553T106BZKANZHUN LIMITED$2.6M0.05%151,578CommonSOLE
23804L103DDOGDATADOG INC$2.6M0.05%22,759CommonSOLE
126650100CVSCVS HEALTH CORP$2.6M0.05%41,501CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.6M0.04%59,987CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.6M0.04%38,900CommonSOLE
574795100MASIMASIMO CORP$2.5M0.04%19,037CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.5M0.04%2,173CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.5M0.04%11,306CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.5M0.04%27,769CommonSOLE
48666K109KBHKB HOME$2.5M0.04%28,859CommonSOLE
29362U104ENTGENTEGRIS INC$2.5M0.04%21,873CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.5M0.04%22,706CommonSOLE
72352L106PINSPINTEREST INC$2.4M0.04%74,867CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.4M0.04%33,287CommonSOLE
526057302LEN/BLENNAR CORP$2.4M0.04%13,800CommonSOLE
87612E106TGTTARGET CORP$2.4M0.04%15,289CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.4M0.04%8,153CommonSOLE
717081103PFEPFIZER INC$2.4M0.04%81,395CommonSOLE
743315103PGRPROGRESSIVE CORP$2.3M0.04%9,233CommonSOLE
55354G100MSCIMSCI INC$2.3M0.04%4,008CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.04%8,204CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.2M0.04%21,979CommonSOLE
46266C105IQVIQVIA HLDGS INC$2.2M0.04%9,177CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.1M0.04%8,114CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.1M0.04%12,648CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.1M0.04%19,894CommonSOLE
693506107PPGPPG INDS INC$2.0M0.04%15,458CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.0M0.04%28,035CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$2.0M0.04%304,558CommonSOLE
78440P306SKMSK TELECOM LTD$2.0M0.03%84,354CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.0M0.03%16,839CommonSOLE
60937P106MDBMONGODB INC$2.0M0.03%7,296CommonSOLE
974250102WINAWINMARK CORP$2.0M0.03%5,138CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$2.0M0.03%17,798CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$1.9M0.03%19,494CommonSOLE
45168D104IDXXIDEXX LABS INC$1.9M0.03%3,791CommonSOLE
651639106NEMNEWMONT CORP$1.9M0.03%35,128CommonSOLE
89531P105TREXTREX CO INC$1.8M0.03%27,478CommonSOLE
021369103ALTREURALTAIR ENGR INC$1.8M0.03%18,967CommonSOLE
443573100HUBSHUBSPOT INC$1.8M0.03%3,388CommonSOLE
852234103XYZBLOCK INC$1.7M0.03%26,050CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$1.7M0.03%30,776CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.03%31,941CommonSOLE
08265T208BSYBENTLEY SYS INC$1.6M0.03%32,249CommonSOLE
36828A101GEVGE VERNOVA INC$1.6M0.03%6,419CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.6M0.03%15,250CommonSOLE
91529Y106UNMUNUM GROUP$1.6M0.03%26,363CommonSOLE
482480100KLACKLA CORP$1.5M0.03%1,998CommonSOLE
92538J106VERXVERTEX INC$1.5M0.03%39,926CommonSOLE
G2519Y108BAPCREDICORP LTD$1.5M0.03%8,495CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.5M0.03%1,006CommonSOLE
46266A109IRMDIRADIMED CORP$1.5M0.03%29,742CommonSOLE
071813109BAXBAXTER INTL INC$1.5M0.03%39,241CommonSOLE
345370860FFORD MTR CO$1.5M0.03%139,014CommonSOLE
929160109VMCVULCAN MATLS CO$1.4M0.02%5,606CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.4M0.02%33,976CommonSOLE
443510607HUBBHUBBELL INC$1.4M0.02%3,193CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.3M0.02%3,451CommonSOLE
493267108KEYKEYCORP$1.3M0.02%79,999CommonSOLE
896239100TRMBTRIMBLE INC$1.3M0.02%21,444CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$1.3M0.02%66,696CommonSOLE
94419L101WWAYFAIR INC$1.3M0.02%22,768CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.3M0.02%4,691CommonSOLE
05352A100AVTRAVANTOR INC$1.3M0.02%48,703CommonSOLE
126408103CSXCSX CORP$1.3M0.02%36,203CommonSOLE
58155Q103MCKMCKESSON CORP$1.2M0.02%2,519CommonSOLE
458140100INTCINTEL CORP$1.2M0.02%52,418CommonSOLE
872657101TPGTPG INC$1.2M0.02%21,337CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.2M0.02%10,636CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.2M0.02%4,675CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$1.2M0.02%1,140,000CommonSOLE
48251W104KKRKKR & CO INC$1.2M0.02%8,883CommonSOLE
722304102PDDPDD HOLDINGS INC$1.1M0.02%8,300CommonSOLE
046353108AZNNASTRAZENECA PLC$1.1M0.02%13,882CommonSOLE
53681K100LITHIUM AMERICAS ARGENTINA C$1.1M0.02%330,447CommonSOLE
001055102AFLAFLAC INC$1.1M0.02%9,542CommonSOLE
21874C102CNMCORE & MAIN INC$1.1M0.02%23,832CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$1.0M0.02%1,000,000CommonSOLE
148929102CAVACAVA GROUP INC$1.0M0.02%8,315CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.0M0.02%2,532CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$1.0M0.02%1,100,000CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$1.0M0.02%65,377CommonSOLE
693718108PCARPACCAR INC$1.0M0.02%10,268CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.0M0.02%27,020CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$968,9770.02%12,418CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$967,9130.02%10,862CommonSOLE
95040Q104WELLWELLTOWER INC$931,8020.02%7,278CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$927,9380.02%1,000,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$924,7740.02%3,950CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$924,1720.02%3,719CommonSOLE
759509102RSRELIANCE INC$907,8300.02%3,139CommonSOLE
500754106KHCKRAFT HEINZ CO$884,7720.02%25,200CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$884,2500.02%900,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$879,2290.02%2,713CommonSOLE
075887109BDXBECTON DICKINSON & CO$873,5050.02%3,623CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$858,3010.01%16,452CommonSOLE
260003108DOVDOVER CORP$851,5170.01%4,441CommonSOLE
833445109SNOWSNOWFLAKE INC$850,1940.01%7,402CommonSOLE
861012102STMSTMICROELECTRONICS N V$848,0190.01%28,524CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$847,6380.01%7,138CommonSOLE
22822V101CCICROWN CASTLE INC$845,0010.01%7,123CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$825,9840.01%2,945CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$819,0710.01%2,251CommonSOLE
98138H101WDAYWORKDAY INC$813,6410.01%3,329CommonSOLE
228368106CCKCROWN HLDGS INC$805,7760.01%8,404CommonSOLE
444859102HUMHUMANA INC$786,4650.01%2,483CommonSOLE
704326107PAYXPAYCHEX INC$771,8610.01%5,752CommonSOLE
64110W102NTESNETEASE INC$764,0700.01%8,171CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$737,0960.01%4,361CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$732,6970.01%19,549CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$724,0740.01%450,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$715,8590.01%5,731CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$710,6150.01%700,000CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$708,0120.01%6,020CommonSOLE
615369105MCOMOODYS CORP$696,2240.01%1,467CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$673,9220.01%550,000CommonSOLE
88339J105TTDTHE TRADE DESK INC$672,4830.01%6,133CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$668,8160.01%2,377CommonSOLE
29084Q100EMEEMCOR GROUP INC$656,5580.01%1,525CommonSOLE
42226A107HQYHEALTHEQUITY INC$653,4090.01%7,983CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$652,3720.01%5,831CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$641,6960.01%600,000CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$639,7930.01%3,222CommonSOLE
34959E109FTNTFORTINET INC$634,5920.01%8,183CommonSOLE
020002101ALLALLSTATE CORP$620,1560.01%3,270CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$616,6420.01%667CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$615,5550.01%500,000CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$615,0630.01%650,000CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$611,9050.01%5,836CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$601,4240.01%6,166CommonSOLE
68248T204ONECONNECT FINL TECHNOLOGY C$601,3140.01%214,755CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$590,7550.01%2,974CommonSOLE
40434L105HPQHP INC$589,4520.01%16,433CommonSOLE
988498101YUMYUM BRANDS INC$578,1200.01%4,138CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$577,3980.01%400,000CommonSOLE
15135B101CNCCENTENE CORP DEL$567,7620.01%7,542CommonSOLE
256677105DGDOLLAR GEN CORP NEW$563,1520.01%6,659CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$555,7430.01%1,236CommonSOLE
37940X102GPNGLOBAL PMTS INC$555,4240.01%5,423CommonSOLE
303250104FICOFAIR ISAAC CORP$553,9030.01%285CommonSOLE
427866108HSYHERSHEY CO$548,4910.01%2,860CommonSOLE
311900104FASTFASTENAL CO$543,5060.01%7,610CommonSOLE
172967424CCITIGROUP INC$541,7400.01%8,654CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$540,8990.01%10,844CommonSOLE
25809K105DASHDOORDASH INC$540,8040.01%3,789CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$538,9030.01%450,000CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$532,9100.01%2,214CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$526,5430.01%450,000CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$524,8250.01%3,741CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$520,1480.01%400,000CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$516,3370.01%150,000CommonSOLE
053807103AVTAVNET INC$512,3610.01%9,434CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$511,4490.01%450,000CommonSOLE
744320102PRUPRUDENTIAL FINL INC$501,8380.01%4,144CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$480,1680.01%2,695CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$476,5110.01%400,000CommonSOLE
012653101ALBALBEMARLE CORP$475,8230.01%5,024CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$475,0180.01%6,401CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$468,7770.01%400,000CommonSOLE
247361702DALDELTA AIR LINES INC DEL$464,9820.01%9,155CommonSOLE
46284V101IRMIRON MTN INC DEL$463,5560.01%3,901CommonSOLE
49177J102KVUEKENVUE INC$462,6690.01%20,003CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$461,7030.01%490,000CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$457,3730.01%470,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$453,8350.01%500,000CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$445,0690.01%2,470CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$444,4640.01%2,708CommonSOLE
34959J108FTVFORTIVE CORP$444,2180.01%5,628CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$442,7130.01%400,000CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$440,2660.01%3,989CommonSOLE
45104G104IBNICICI BANK LIMITED$429,3620.01%14,384CommonSOLE
98139AAD7WK 1.25 08/15/28WORKIVA INC$427,1610.01%450,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$422,7630.01%1,558CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$420,6360.01%10,008CommonSOLE
260557103DOWDOW INC$418,5750.01%7,662CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$415,9370.01%2,669CommonSOLE
761152107RMDRESMED INC$414,2720.01%1,697CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$408,7910.01%19,980CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$407,9430.01%2,756CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$407,5280.01%4,866CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$406,0190.01%5,469CommonSOLE
090040106BILIBILIBILI INC$397,0860.01%16,984CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$395,1440.01%350,000CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$394,9120.01%300,000CommonSOLE
521865204LEALEAR CORP$393,7040.01%3,607CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$391,0160.01%2,017CommonSOLE
03073E105CORCENCORA INC$389,1630.01%1,729CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$387,5760.01%380,000CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$383,3920.01%1,394CommonSOLE
252131107DXCMDEXCOM INC$383,2010.01%5,716CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$373,7130.01%203CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$369,3000.01%300,000CommonSOLE
285512109EAELECTRONIC ARTS INC$365,3420.01%2,547CommonSOLE
594972408MSTRMICROSTRATEGY INC$364,6820.01%2,163CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$364,5610.01%6,002CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$359,9370.01%300,000CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$358,4080.01%300,000CommonSOLE
942622200WSOWATSCO INC$358,0890.01%728CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$345,9540.01%11,864CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$344,2090.01%400,000CommonSOLE
18915M107NETCLOUDFLARE INC$343,6210.01%4,248CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$334,8450.01%2,100CommonSOLE
256135203RDYDR REDDYS LABS LTD$327,5720.01%4,123CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$327,2900.01%786CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$324,5140.01%4,752CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$323,4720.01%3,275CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$322,2950.01%28,725CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$307,2460.01%2,780CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$304,6720.01%20,726CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$301,8110.01%300,000CommonSOLE
770323103RHIROBERT HALF INC.$300,8510.01%4,463CommonSOLE
91913Y100VLOVALERO ENERGY CORP$300,1720.01%2,223CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$299,4400.01%4,825CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$297,3300.01%1,022CommonSOLE
855244109SBUXSTARBUCKS CORP$296,1750.01%3,038CommonSOLE
205887102CAGCONAGRA BRANDS INC$294,4360.01%9,054CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$293,5160.01%1,365CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP INC$290,3870.01%300,000CommonSOLE
902494103TSNTYSON FOODS INC$284,2200.00%4,772CommonSOLE
03831W108APPAPPLOVIN CORP$280,8130.00%2,151CommonSOLE
651229106NWLNEWELL BRANDS INC$280,3120.00%36,499CommonSOLE
086516101BBYBEST BUY INC$275,1910.00%2,664CommonSOLE
487836108KKELLANOVA$263,5180.00%3,265CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$260,6380.00%14,809CommonSOLE
380237107GDDYGODADDY INC$249,5940.00%1,592CommonSOLE
47580P103JELDJELD-WEN HLDG INC$247,5060.00%15,655CommonSOLE
60770K107MRNAMODERNA INC$246,8030.00%3,693CommonSOLE
559222401MGAMAGNA INTL INC$243,6540.00%5,937CommonSOLE
37959E102GLGLOBE LIFE INC$240,9450.00%2,275CommonSOLE
518439104ELLAUDER ESTEE COS INC$238,2590.00%2,390CommonSOLE
049468101TEAMATLASSIAN CORPORATION$236,7860.00%1,491CommonSOLE
89400J107TRUTRANSUNION$236,7270.00%2,261CommonSOLE
55261F104MTBM & T BK CORP$233,1590.00%1,309CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$229,9000.00%100,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$229,8220.00%667CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$229,1600.00%3,984CommonSOLE
302491303FMCFMC CORP$227,9550.00%3,457CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$227,7010.00%1,399CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$224,3530.00%1,075CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$222,8270.00%973CommonSOLE
832696405SJMSMUCKER J M CO$222,4610.00%1,837CommonSOLE
969457100WMBWILLIAMS COS INC$221,7220.00%4,857CommonSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$221,5530.00%170,000CommonSOLE
35137L105FOXAFOX CORP$220,8360.00%5,217CommonSOLE
372460105GPCGENUINE PARTS CO$216,7830.00%1,552CommonSOLE
98980G102ZSZSCALER INC$214,1880.00%1,253CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$213,3940.00%1,624CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$211,4520.00%3,032CommonSOLE
771049103RBLXROBLOX CORP$209,7480.00%4,739CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$207,4920.00%150,000CommonSOLE
209115104EDCONSOLIDATED EDISON INC$200,7630.00%1,928CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$200,4670.00%9,075CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$194,2330.00%200,000CommonSOLE
31810T101FINVFINVOLUTION GROUP$189,9610.00%30,738CommonSOLE
38059T106GFIGOLD FIELDS LTD$182,4500.00%11,886CommonSOLE
62955J103NOVNOV INC$178,6720.00%11,188CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$178,4720.00%21,633CommonSOLE
874080104TALTAL EDUCATION GROUP$163,1200.00%13,777CommonSOLE
83304A106SNAPSNAP INC$142,0640.00%13,277CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$108,2390.00%10,192CommonSOLE

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.