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ABN AMRO INVESTMENT SOLUTIONS

Q1 2024 · 13F-HR

ABN AMRO INVESTMENT SOLUTIONSholdings as filed

Filed 2025-09-05 · accession 0002080520-25-000014

$5.77B
Reported value
432
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$324.6M5.62%771,455CommonSOLE
67066G104NVDANVIDIA CORPORATION$206.1M3.57%228,092CommonSOLE
02079K305GOOGLALPHABET INC$188.8M3.27%1,250,773CommonSOLE
79466L302CRMSALESFORCE INC$173.5M3.00%575,913CommonSOLE
037833100AAPLAPPLE INC$157.3M2.72%917,179CommonSOLE
038222105AMATAPPLIED MATLS INC$136.5M2.36%661,743CommonSOLE
244199105DEDEERE & CO$129.0M2.23%314,080CommonSOLE
68389X105ORCLORACLE CORP$118.8M2.06%945,979CommonSOLE
060505104BACBANK AMERICA CORP$118.0M2.04%3,110,906CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$109.6M1.90%227,647CommonSOLE
058498106BALLBALL CORP$106.5M1.85%1,581,540CommonSOLE
742718109PGPROCTER AND GAMBLE CO$103.2M1.79%635,888CommonSOLE
461202103INTUINTUIT$102.8M1.78%158,126CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$91.3M1.58%664,003CommonSOLE
78409V104SPGIS&P GLOBAL INC$91.1M1.58%214,177CommonSOLE
12572Q105CMECME GROUP INC$90.0M1.56%418,098CommonSOLE
94106L109WMWASTE MGMT INC DEL$85.1M1.47%399,156CommonSOLE
337738108FISVFISERV INC$84.1M1.46%526,257CommonSOLE
235851102DHRDANAHER CORPORATION$80.0M1.39%320,358CommonSOLE
053332102AZOAUTOZONE INC$76.0M1.32%24,102CommonSOLE
125523100CITHE CIGNA GROUP$75.2M1.30%207,148CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$74.9M1.30%128,904CommonSOLE
458140100INTCINTEL CORP$73.3M1.27%1,658,721CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$69.0M1.20%335,033CommonSOLE
00724F101ADBEADOBE INC$65.2M1.13%129,142CommonSOLE
11135F101AVGOBROADCOM INC$64.5M1.12%48,629CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$58.7M1.02%168,921CommonSOLE
92826C839VVISA INC$56.0M0.97%200,587CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$55.4M0.96%1,320,831CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$54.8M0.95%188,463CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$51.8M0.90%70,671CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$49.6M0.86%143,236CommonSOLE
571903202MARMARRIOTT INTL INC NEW$48.7M0.84%193,149CommonSOLE
98419M100XYLXYLEM INC$48.6M0.84%375,905CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$43.2M0.75%87,294CommonSOLE
871829107SYYSYSCO CORP$43.2M0.75%531,600CommonSOLE
254687106DISDISNEY WALT CO$41.1M0.71%335,509CommonSOLE
294429105EFXEQUIFAX INC$40.9M0.71%152,968CommonSOLE
595112103MUMICRON TECHNOLOGY INC$39.8M0.69%337,595CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$39.2M0.68%166,177CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$38.9M0.67%40,430CommonSOLE
23331A109DHID R HORTON INC$38.9M0.67%236,445CommonSOLE
023135106AMZNAMAZON COM INC$38.5M0.67%213,342CommonSOLE
609207105MDLZMONDELEZ INTL INC$37.8M0.65%539,674CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$35.2M0.61%258,930CommonSOLE
29444U700EQIXEQUINIX INC$34.7M0.60%42,021CommonSOLE
278865100ECLECOLAB INC$34.1M0.59%147,474CommonSOLE
20030N101CMCSACOMCAST CORP NEW$34.0M0.59%784,690CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$32.7M0.57%507,370CommonSOLE
58933Y105MRKMERCK & CO INC$32.1M0.56%243,644CommonSOLE
690742101OCOWENS CORNING NEW$30.9M0.54%185,307CommonSOLE
78442P106SLMSLM CORP$29.3M0.51%1,344,024CommonSOLE
336433107FSLRFIRST SOLAR INC$29.3M0.51%173,289CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$29.0M0.50%144,767CommonSOLE
00287Y109ABBVABBVIE INC$28.2M0.49%154,759CommonSOLE
756109104OREALTY INCOME CORP$27.0M0.47%499,325CommonSOLE
052769106ADSKAUTODESK INC$25.6M0.44%98,426CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$25.2M0.44%173,166CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$24.9M0.43%203,850CommonSOLE
548661107LOWLOWES COS INC$24.8M0.43%97,333CommonSOLE
031162100AMGNAMGEN INC$23.0M0.40%80,926CommonSOLE
872540109TJXTJX COS INC NEW$22.9M0.40%225,616CommonSOLE
922475108VEEVVEEVA SYS INC$22.0M0.38%95,110CommonSOLE
03662Q105AKXANSYS INC$20.1M0.35%58,029CommonSOLE
701094104PHPARKER-HANNIFIN CORP$20.0M0.35%35,978CommonSOLE
03076C106AMPAMERIPRISE FINL INC$19.7M0.34%44,821CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$18.3M0.32%29,882CommonSOLE
025816109AXPAMERICAN EXPRESS CO$17.5M0.30%76,738CommonSOLE
278642103EBAYEBAY INC.$17.3M0.30%328,586CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.2M0.30%108,598CommonSOLE
74340W103PLDPROLOGIS INC.$16.9M0.29%130,119CommonSOLE
526057104LENLENNAR CORP$16.3M0.28%94,694CommonSOLE
58733R102MELIMERCADOLIBRE INC$16.0M0.28%10,574CommonSOLE
036752103ELVELEVANCE HEALTH INC$15.8M0.27%30,493CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$15.5M0.27%172,228CommonSOLE
902973304USBUS BANCORP DEL$15.5M0.27%346,624CommonSOLE
22052L104CTVACORTEVA INC$15.3M0.26%265,155CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.9M0.26%47,998CommonSOLE
747525103QCOMQUALCOMM INC$14.8M0.26%87,667CommonSOLE
049560105ATOATMOS ENERGY CORP$14.6M0.25%123,113CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$14.2M0.25%95,405CommonSOLE
929740108WABWABTEC$14.1M0.24%96,476CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$13.7M0.24%152,912CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13.6M0.24%47,984CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$12.4M0.21%42,428CommonSOLE
09260D107BXBLACKSTONE INC$12.3M0.21%93,626CommonSOLE
099724106BWABORGWARNER INC$12.2M0.21%350,549CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$12.1M0.21%66,766CommonSOLE
81762P102NOWSERVICENOW INC$11.7M0.20%15,309CommonSOLE
30040W108ESEVERSOURCE ENERGY$11.6M0.20%194,522CommonSOLE
191216100KOCOCA COLA CO$11.4M0.20%185,797CommonSOLE
749685103RPMRPM INTL INC$11.3M0.19%94,619CommonSOLE
45687V106IRINGERSOLL RAND INC$11.2M0.19%118,058CommonSOLE
436440101HO1HOLOGIC INC$11.1M0.19%141,890CommonSOLE
89151E109TTENTOTALENERGIES SE$11.0M0.19%159,648CommonSOLE
532457108LLYELI LILLY & CO$10.9M0.19%14,046CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$10.9M0.19%55,032CommonSOLE
438516106HONHONEYWELL INTL INC$10.8M0.19%52,756CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$10.7M0.19%71,940CommonSOLE
127097103CTRACOTERRA ENERGY INC$10.5M0.18%376,822CommonSOLE
052800109ALVAUTOLIV INC$10.4M0.18%86,032CommonSOLE
835699307SONYSONY GROUP CORP$10.3M0.18%120,500CommonSOLE
907818108UNPUNION PAC CORP$10.2M0.18%41,603CommonSOLE
17275R102CSCOCISCO SYS INC$10.1M0.18%202,604CommonSOLE
67077M108NTRNUTRIEN LTD$10.1M0.17%185,428CommonSOLE
38526M106LOPEGRAND CANYON ED INC$9.9M0.17%72,391CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.7M0.17%45,531CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9.7M0.17%22,621CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9.5M0.16%3,274CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.5M0.16%58,703CommonSOLE
126650100CVSCVS HEALTH CORP$9.4M0.16%117,565CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9.4M0.16%34,483CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$8.8M0.15%66,401CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.8M0.15%22,047CommonSOLE
882508104TXNTEXAS INSTRS INC$8.7M0.15%50,190CommonSOLE
871607107SNPSSYNOPSYS INC$8.6M0.15%15,009CommonSOLE
69370C100PTCPTC INC$8.5M0.15%45,195CommonSOLE
98389B100XELXCEL ENERGY INC$8.5M0.15%157,416CommonSOLE
98978V103ZTSZOETIS INC$8.1M0.14%47,782CommonSOLE
969904101WSMWILLIAMS SONOMA INC$8.1M0.14%25,399CommonSOLE
688239201OSKOSHKOSH CORP$7.9M0.14%63,200CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$7.9M0.14%768,400CommonSOLE
784117103SEICSEI INVTS CO$7.9M0.14%109,195CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$7.5M0.13%116,655CommonSOLE
872590104TMUST-MOBILE US INC$7.2M0.12%44,176CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$7.2M0.12%63,700CommonSOLE
47215P106JDJD.COM INC$7.0M0.12%257,350CommonSOLE
22822V101CCICROWN CASTLE INC$6.9M0.12%65,565CommonSOLE
053611109AVYAVERY DENNISON CORP$6.8M0.12%30,590CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6.8M0.12%154,412CommonSOLE
92338C103VLTOVERALTO CORP$6.7M0.12%75,877CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.6M0.11%89,864CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.6M0.11%15,734CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6.5M0.11%11,512CommonSOLE
46266C105IQVIQVIA HLDGS INC$6.4M0.11%25,414CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6.3M0.11%108,302CommonSOLE
30303M102METAMETA PLATFORMS INC$6.2M0.11%12,701CommonSOLE
833034101SNASNAP ON INC$6.2M0.11%20,804CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.1M0.11%84,954CommonSOLE
579780206MKCMCCORMICK & CO INC$6.0M0.10%77,861CommonSOLE
59156R108METMETLIFE INC$5.8M0.10%78,487CommonSOLE
87612E106TGTTARGET CORP$5.8M0.10%32,748CommonSOLE
291011104EMREMERSON ELEC CO$5.6M0.10%49,295CommonSOLE
858119100STLDSTEEL DYNAMICS INC$5.6M0.10%37,647CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$5.5M0.10%5,690CommonSOLE
64110D104NTAPNETAPP INC$5.5M0.09%52,078CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$5.4M0.09%71,915CommonSOLE
878742204TECKTECK RESOURCES LTD$5.4M0.09%117,257CommonSOLE
075887109BDXBECTON DICKINSON & CO$5.3M0.09%21,611CommonSOLE
713448108PEPPEPSICO INC$5.3M0.09%30,553CommonSOLE
437076102HDHOME DEPOT INC$5.3M0.09%13,769CommonSOLE
778296103ROSTROSS STORES INC$5.3M0.09%35,791CommonSOLE
929089100VOYAVOYA FINANCIAL INC$5.2M0.09%70,905CommonSOLE
580135101MCDMCDONALDS CORP$5.2M0.09%18,553CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$5.2M0.09%145,294CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$5.2M0.09%42,467CommonSOLE
237266101DARDARLING INGREDIENTS INC$5.2M0.09%110,885CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5.2M0.09%33,037CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.1M0.09%13,149CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.1M0.09%26,495CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$5.0M0.09%87,230CommonSOLE
366651107ITGARTNER INC$5.0M0.09%10,413CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5.0M0.09%28,783CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4.9M0.09%19,295CommonSOLE
695156109PKGPACKAGING CORP AMER$4.9M0.08%25,825CommonSOLE
911363109URIUNITED RENTALS INC$4.9M0.08%6,766CommonSOLE
40415F101HDBHDFC BANK LTD$4.9M0.08%87,017CommonSOLE
384802104GWWGRAINGER W W INC$4.8M0.08%4,739CommonSOLE
89055F103BLDTOPBUILD CORP$4.8M0.08%10,902CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$4.8M0.08%140,211CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$4.7M0.08%89,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.7M0.08%35,537CommonSOLE
831865209AOSSMITH A O CORP$4.7M0.08%52,014CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4.5M0.08%41,016CommonSOLE
07725L102ONCBEIGENE LTD$4.4M0.08%28,439CommonSOLE
64110L106NFLXNETFLIX INC$4.3M0.07%7,110CommonSOLE
941848103WATWATERS CORP$4.3M0.07%12,494CommonSOLE
29362U104ENTGENTEGRIS INC$4.3M0.07%30,293CommonSOLE
654106103NKENIKE INC$4.3M0.07%45,240CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$4.2M0.07%35,445CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.2M0.07%22,661CommonSOLE
418056107HASHASBRO INC$4.2M0.07%73,868CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$4.1M0.07%21,210CommonSOLE
48581R205KSPIKASPI KZ JSC$4.1M0.07%31,797CommonSOLE
74762E102QUREQUANTA SVCS INC$4.0M0.07%15,552CommonSOLE
172908105CTASCINTAS CORP$4.0M0.07%5,801CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.0M0.07%40,064CommonSOLE
217204106CPRTCOPART INC$4.0M0.07%68,298CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.0M0.07%21,527CommonSOLE
681919106OMCOMNICOM GROUP INC$3.9M0.07%40,690CommonSOLE
55354G100MSCIMSCI INC$3.9M0.07%7,017CommonSOLE
172062101CINFCINCINNATI FINL CORP$3.9M0.07%31,017CommonSOLE
72352L106PINSPINTEREST INC$3.8M0.07%109,578CommonSOLE
370334104GISGENERAL MLS INC$3.8M0.07%54,258CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.8M0.07%26,212CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$3.8M0.07%132,874CommonSOLE
665859104NTRSNORTHERN TR CORP$3.7M0.06%41,967CommonSOLE
74624M102PPURE STORAGE INC$3.7M0.06%70,895CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$3.6M0.06%46,085CommonSOLE
654902204NOKNOKIA CORP$3.6M0.06%1,029,697CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3.6M0.06%39,980CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3.6M0.06%21,755CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$3.5M0.06%35,325CommonSOLE
G3223R108EGEVEREST GROUP LTD$3.5M0.06%8,785CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.5M0.06%961CommonSOLE
009066101ABNBAIRBNB INC$3.5M0.06%21,003CommonSOLE
81141R100SESEA LTD$3.5M0.06%64,458CommonSOLE
285512109EAELECTRONIC ARTS INC$3.5M0.06%26,092CommonSOLE
45168D104IDXXIDEXX LABS INC$3.3M0.06%6,151CommonSOLE
00766T100ACMAECOM$3.3M0.06%33,834CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.3M0.06%34,300CommonSOLE
500688106KOSKOSMOS ENERGY LTD$3.3M0.06%548,735CommonSOLE
002824100ABTABBOTT LABS$3.2M0.06%28,530CommonSOLE
21874C102CNMCORE & MAIN INC$3.2M0.06%56,254CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.1M0.05%38,248CommonSOLE
252131107DXCMDEXCOM INC$3.1M0.05%22,415CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3.1M0.05%11,679CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.1M0.05%45,143CommonSOLE
89531P105TREXTREX CO INC$3.1M0.05%30,981CommonSOLE
456788108INFYINFOSYS LTD$3.1M0.05%171,426CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$3.0M0.05%17,592CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.0M0.05%40,348CommonSOLE
482497104BEKEKE HLDGS INC$3.0M0.05%215,859CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$3.0M0.05%427,125CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2.9M0.05%25,975CommonSOLE
501889208LKQLKQ CORP$2.9M0.05%54,048CommonSOLE
574795100MASIMASIMO CORP$2.9M0.05%19,656CommonSOLE
171779309CIENCIENA CORP$2.9M0.05%58,310CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.9M0.05%40,376CommonSOLE
452327109ILMNILLUMINA INC$2.8M0.05%20,677CommonSOLE
22266T109CPNGCOUPANG INC$2.7M0.05%151,669CommonSOLE
91529Y106UNMUNUM GROUP$2.7M0.05%49,813CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.7M0.05%39,869CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.6M0.05%35,550CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.6M0.04%66,274CommonSOLE
071813109BAXBAXTER INTL INC$2.6M0.04%60,431CommonSOLE
48553T106BZKANZHUN LIMITED$2.5M0.04%144,865CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.5M0.04%29,117CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.04%5,778CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.4M0.04%21,118CommonSOLE
05278C107ATHMAUTOHOME INC$2.3M0.04%89,515CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.3M0.04%78,948CommonSOLE
48666K109KBHKB HOME$2.3M0.04%32,699CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.04%7,169CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.3M0.04%11,543CommonSOLE
443573100HUBSHUBSPOT INC$2.3M0.04%3,666CommonSOLE
05352A100AVTRAVANTOR INC$2.3M0.04%88,755CommonSOLE
303250104FICOFAIR ISAAC CORP$2.3M0.04%1,804CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2.2M0.04%13,058CommonSOLE
88160R101TSLATESLA INC$2.2M0.04%12,633CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.2M0.04%50,005CommonSOLE
493267108KEYKEYCORP$2.2M0.04%136,841CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.2M0.04%41,048CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.1M0.04%13,923CommonSOLE
526057302LEN/BLENNAR CORP$2.1M0.04%13,800CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.04%17,678CommonSOLE
852234103XYZBLOCK INC$2.0M0.04%24,166CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.0M0.04%56,227CommonSOLE
693506107PPGPPG INDS INC$2.0M0.04%14,062CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.0M0.03%54,221CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$2.0M0.03%8,493CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2.0M0.03%6,750CommonSOLE
78440P306SKMSK TELECOM LTD$2.0M0.03%90,571CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.9M0.03%26,947CommonSOLE
82509L107SHOPSHOPIFY INC$1.9M0.03%25,081CommonSOLE
617446448MSMORGAN STANLEY$1.9M0.03%20,513CommonSOLE
974250102WINAWINMARK CORP$1.9M0.03%5,306CommonSOLE
896239100TRMBTRIMBLE INC$1.8M0.03%27,869CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.8M0.03%1,337CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.7M0.03%3,293CommonSOLE
228368106CCKCROWN HLDGS INC$1.7M0.03%21,234CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.6M0.03%6,303CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.6M0.03%20,956CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$1.6M0.03%1,500,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.6M0.03%12,232CommonSOLE
268150109DTDYNATRACE INC$1.6M0.03%33,801CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$1.5M0.03%20,919CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.5M0.03%1,338CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.5M0.03%4,592CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$1.5M0.03%1,500,000CommonSOLE
42226A107HQYHEALTHEQUITY INC$1.5M0.03%18,014CommonSOLE
91879Q109MTNVAIL RESORTS INC$1.4M0.02%6,437CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$1.4M0.02%1,300,000CommonSOLE
08265T208BSYBENTLEY SYS INC$1.4M0.02%27,023CommonSOLE
861012102STMSTMICROELECTRONICS N V$1.4M0.02%31,661CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$1.4M0.02%1,500,000CommonSOLE
931142103WMTWALMART INC$1.3M0.02%21,994CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$1.3M0.02%1,400,000CommonSOLE
722304102PDDPDD HOLDINGS INC$1.3M0.02%11,020CommonSOLE
172967424CCITIGROUP INC$1.3M0.02%20,093CommonSOLE
53681K100LITHIUM AMERICAS ARGENTINA C$1.2M0.02%231,582CommonSOLE
12504L109CBRECBRE GROUP INC$1.2M0.02%12,683CommonSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.02%7,774CommonSOLE
64110W102NTESNETEASE INC$1.2M0.02%11,787CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.02%6,113CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.2M0.02%5,948CommonSOLE
833445109SNOWSNOWFLAKE INC$1.1M0.02%7,095CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.0M0.02%8,597CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$1.0M0.02%61,475CommonSOLE
855244109SBUXSTARBUCKS CORP$1.0M0.02%11,164CommonSOLE
94419L101WWAYFAIR INC$1.0M0.02%14,857CommonSOLE
G2519Y108BAPCREDICORP LTD$990,8270.02%5,848CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$921,0000.02%1,000,000CommonSOLE
98887Q104ZLABZAI LAB LTD$873,8910.02%54,550CommonSOLE
369604301GEGENERAL ELECTRIC CO$867,8200.02%4,944CommonSOLE
482480100KLACKLA CORP$859,2410.01%1,230CommonSOLE
717081103PFEPFIZER INC$857,3640.01%30,896CommonSOLE
149123101CATCATERPILLAR INC$848,6520.01%2,316CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$842,4810.01%2,017CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$828,0000.01%900,000CommonSOLE
863667101SYKSTRYKER CORPORATION$810,5760.01%2,265CommonSOLE
58155Q103MCKMCKESSON CORP$802,0540.01%1,494CommonSOLE
45104G104IBNICICI BANK LIMITED$800,0910.01%30,295CommonSOLE
806857108SLBSCHLUMBERGER LTD$795,4030.01%14,512CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$786,5520.01%14,504CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$777,0000.01%800,000CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$766,4800.01%800,000CommonSOLE
743315103PGRPROGRESSIVE CORP$755,3070.01%3,652CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$736,0000.01%800,000CommonSOLE
65339F101NEENEXTERA ENERGY INC$735,6040.01%11,510CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$706,6500.01%700,000CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$702,3600.01%600,000CommonSOLE
60937P106MDBMONGODB INC$699,3480.01%1,950CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$698,2600.01%8,079CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$695,1000.01%600,000CommonSOLE
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$679,0000.01%700,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$675,4200.01%3,957CommonSOLE
20825C104COPCONOCOPHILLIPS$672,6750.01%5,285CommonSOLE
260557103DOWDOW INC$663,5880.01%11,455CommonSOLE
256135203RDYDR REDDYS LABS LTD$659,4170.01%8,990CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$656,4170.01%8,526CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$645,1920.01%5,562CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$630,3440.01%2,524CommonSOLE
151290889CXCEMEX SAB DE CV$615,2660.01%68,287CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$607,4680.01%36,705CommonSOLE
032654105ADIANALOG DEVICES INC$604,8420.01%3,058CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$599,7870.01%650,000CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$597,7470.01%5,360CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$584,4320.01%600,000CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$568,8600.01%600,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$565,6000.01%400,000CommonSOLE
00206R102TAT&T INC$556,0540.01%31,594CommonSOLE
09247X101BLKCHFBLACKROCK INC$547,7410.01%657CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$530,6280.01%500,000CommonSOLE
097023105BABOEING CO$521,8450.01%2,704CommonSOLE
46591M109JOYYJOYY INC$509,0360.01%16,554CommonSOLE
40412C101HCAHCA HEALTHCARE INC$508,3000.01%1,524CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$483,3000.01%600,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$472,4380.01%500,000CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$471,6660.01%12,409CommonSOLE
281020107EIXEDISON INTL$468,4450.01%6,623CommonSOLE
521865204LEALEAR CORP$467,9620.01%3,230CommonSOLE
68248T204ONECONNECT FINL TECHNOLOGY C$465,9780.01%209,900CommonSOLE
37940X102GPNGLOBAL PMTS INC$458,5870.01%3,431CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$450,8000.01%400,000CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$449,3670.01%6,981CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$438,9210.01%250,000CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$437,4150.01%300,000CommonSOLE
34959J108FTVFORTIVE CORP$431,0460.01%5,011CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$417,3000.01%400,000CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$411,0660.01%400,000CommonSOLE
053807103AVTAVNET INC$401,9450.01%8,107CommonSOLE
902494103TSNTYSON FOODS INC$391,9050.01%6,673CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$389,6150.01%1,452CommonSOLE
406216101HALHALLIBURTON CO$369,7600.01%9,380CommonSOLE
444859102HUMHUMANA INC$363,7090.01%1,049CommonSOLE
842587107SOSOUTHERN CO$354,9700.01%4,948CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$349,3170.01%3,612CommonSOLE
44332N106HTHTH WORLD GROUP LTD$342,5340.01%8,851CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$336,7600.01%400,000CommonSOLE
56585A102MPCMARATHON PETE CORP$335,4980.01%1,665CommonSOLE
126408103CSXCSX CORP$333,4820.01%8,996CommonSOLE
47580P103JELDJELD-WEN HLDG INC$332,3560.01%15,655CommonSOLE
559222401MGAMAGNA INTL INC$323,4480.01%5,937CommonSOLE
26875P101EOGEOG RES INC$323,4350.01%2,530CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$322,0500.01%300,000CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$318,5750.01%1,746CommonSOLE
893641100TDGTRANSDIGM GROUP INC$314,0580.01%255CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$305,9090.01%5,761CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$305,2560.01%10,625CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$299,0940.01%6,361CommonSOLE
718546104PSXPHILLIPS 66$295,8090.01%1,811CommonSOLE
651229106NWLNEWELL BRANDS INC$293,0870.01%36,499CommonSOLE
50202M102LILI AUTO INC$290,7180.01%9,601CommonSOLE
31428X106FDXFEDEX CORP$290,3190.01%1,002CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$289,9500.01%300,000CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP INC$288,5250.00%300,000CommonSOLE
723787107PXDEURPIONEER NAT RES CO$287,7000.00%1,096CommonSOLE
88579Y101MMM3M CO$282,6770.00%2,665CommonSOLE
37045V100GMGENERAL MTRS CO$275,6830.00%6,079CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$273,4900.00%200,000CommonSOLE
693718108PCARPACCAR INC$270,7000.00%2,185CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$269,1420.00%3,100CommonSOLE
48251W104KKRKKR & CO INC$268,3470.00%2,668CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$266,9540.00%300,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$265,0750.00%1,434CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$264,9880.00%2,773CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$263,0010.00%2,428CommonSOLE
98138H101WDAYWORKDAY INC$262,3860.00%962CommonSOLE
032095101APHAMPHENOL CORP NEW$262,1910.00%2,273CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$257,9480.00%2,634CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$257,4920.00%3,294CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$253,2910.00%1,013CommonSOLE
115236101BROBROWN & BROWN INC$252,6400.00%2,886CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$248,4860.00%700CommonSOLE
615369105MCOMOODYS CORP$245,2510.00%624CommonSOLE
693656100PVHPVH CORPORATION$244,6610.00%1,740CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$242,2180.00%4,086CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$240,2660.00%1,044CommonSOLE
62955J103NOVNOV INC$235,6260.00%12,071CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$233,2060.00%915CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$226,7540.00%1,449CommonSOLE
009158106APDAIR PRODS & CHEMS INC$225,7960.00%932CommonSOLE
001055102AFLAFLAC INC$225,2970.00%2,624CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$221,9050.00%837CommonSOLE
682680103OKEONEOK INC NEW$221,7500.00%2,766CommonSOLE
311900104FASTFASTENAL CO$218,9230.00%2,838CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$214,4250.00%75,000CommonSOLE
231021106CMICUMMINS INC$212,4430.00%721CommonSOLE
34959E109FTNTFORTINET INC$210,3950.00%3,080CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$209,5470.00%1,620CommonSOLE
969457100WMBWILLIAMS COS INC$207,3590.00%5,321CommonSOLE
031100100AMEAMETEK INC$206,4940.00%1,129CommonSOLE
345370860FFORD MTR CO DEL$205,2690.00%15,457CommonSOLE
670346105NUENUCOR CORP$205,2220.00%1,037CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$203,7240.00%956CommonSOLE
95040Q104WELLWELLTOWER INC$203,6990.00%2,180CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$201,6460.00%2,342CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$189,2300.00%12,700CommonSOLE
31810T101FINVFINVOLUTION GROUP$143,8320.00%28,538CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$94,6450.00%27,513CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$92,2060.00%10,562CommonSOLE

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.