MondegarAI
ABN AMRO INVESTMENT SOLUTIONS

Q3 2025 · 13F-HR

ABN AMRO INVESTMENT SOLUTIONSholdings as filed

Filed 2025-11-07 · accession 0002080520-25-000020

$4.88B
Reported value
437
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · ABN AMRO INVESTMENT SOLUTIONS · Q3 2025

AI · grounded in 13F

ABN AMRO INVESTMENT SOLUTIONS established a new position in MSFT worth $279.2M. The fund also initiated new stakes in NVDA for $273.7M and GOOGL for $207.5M. Additional new positions include AMZN at $205.6M and AAPL at $134.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$279.2M5.72%539,014CommonSOLE
67066G104NVDANVIDIA CORPORATION$273.7M5.60%1,466,944CommonSOLE
02079K305GOOGLALPHABET INC$207.5M4.25%853,740CommonSOLE
023135106AMZNAMAZON COM INC$205.6M4.21%936,357CommonSOLE
037833100AAPLAPPLE INC$134.8M2.76%529,271CommonSOLE
11135F101AVGOBROADCOM INC$121.5M2.49%368,177CommonSOLE
244199105DEDEERE & CO$98.3M2.01%215,021CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$95.6M1.96%168,137CommonSOLE
94106L109WMWASTE MGMT INC DEL$93.0M1.90%421,211CommonSOLE
235851102DHRDANAHER CORPORATION$90.1M1.84%454,321CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$80.7M1.65%479,184CommonSOLE
053332102AZOAUTOZONE INC$79.9M1.64%18,624CommonSOLE
79466L302CRMSALESFORCE INC$74.3M1.52%313,588CommonSOLE
060505104BACBANK AMERICA CORP$74.1M1.52%1,435,949CommonSOLE
756109104OREALTY INCOME CORP$73.1M1.50%1,203,268CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$71.3M1.46%147,090CommonSOLE
78409V104SPGIS&P GLOBAL INC$69.3M1.42%142,287CommonSOLE
038222105AMATAPPLIED MATLS INC$65.0M1.33%317,248CommonSOLE
532457108LLYELI LILLY & CO$61.8M1.27%80,993CommonSOLE
871607107SNPSSYNOPSYS INC$57.5M1.18%116,449CommonSOLE
81762P102NOWSERVICENOW INC$56.6M1.16%61,540CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$54.8M1.12%560,919CommonSOLE
68389X105ORCLORACLE CORP$54.4M1.11%193,326CommonSOLE
742718109PGPROCTER AND GAMBLE CO$53.8M1.10%350,102CommonSOLE
482480100KLACKLA CORP$53.7M1.10%49,771CommonSOLE
384802104GWWGRAINGER W W INC$52.6M1.08%55,165CommonSOLE
863667101SYKSTRYKER CORPORATION$52.4M1.07%141,616CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$49.3M1.01%125,960CommonSOLE
98138H101WDAYWORKDAY INC$47.7M0.98%197,986CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$45.7M0.94%163,741CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$42.1M0.86%187,632CommonSOLE
115236101BROBROWN & BROWN INC$40.7M0.83%433,697CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$40.2M0.82%248,364CommonSOLE
30303M102METAMETA PLATFORMS INC$38.9M0.80%53,022CommonSOLE
337738108FISVFISERV INC$37.9M0.78%293,979CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$37.7M0.77%187,127CommonSOLE
571903202MARMARRIOTT INTL INC NEW$33.7M0.69%129,540CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.8M0.63%97,494CommonSOLE
98419M100XYLXYLEM INC$30.6M0.63%207,332CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$30.5M0.63%88,196CommonSOLE
294429105EFXEQUIFAX INC$29.5M0.60%114,922CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$29.2M0.60%209,663CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$26.5M0.54%105,526CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$24.7M0.51%121,464CommonSOLE
058498106BALLBALL CORP$23.5M0.48%466,992CommonSOLE
64110L106NFLXNETFLIX INC$22.9M0.47%19,121CommonSOLE
278865100ECLECOLAB INC$22.8M0.47%83,379CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$20.6M0.42%469,659CommonSOLE
92826C839VVISA INC$20.3M0.42%59,608CommonSOLE
336433107FSLRFIRST SOLAR INC$19.7M0.40%89,280CommonSOLE
929740108WABWABTEC$18.8M0.38%93,673CommonSOLE
74762E102QUREQUANTA SVCS INC$18.4M0.38%44,285CommonSOLE
690742101OCOWENS CORNING NEW$18.1M0.37%127,666CommonSOLE
617446448MSMORGAN STANLEY$18.0M0.37%113,504CommonSOLE
922475108VEEVVEEVA SYS INC$17.8M0.36%59,802CommonSOLE
78442P106SLMSLM CORP$17.6M0.36%634,594CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.2M0.35%92,693CommonSOLE
052800109ALVAUTOLIV INC$17.1M0.35%138,077CommonSOLE
29444U700EQIXEQUINIX INC$16.9M0.35%21,603CommonSOLE
031162100AMGNAMGEN INC$16.2M0.33%57,571CommonSOLE
548661107LOWLOWES COS INC$16.2M0.33%64,541CommonSOLE
58933Y105MRKMERCK & CO INC$15.9M0.33%189,414CommonSOLE
437076102HDHOME DEPOT INC$15.5M0.32%38,305CommonSOLE
38526M106LOPEGRAND CANYON ED INC$15.5M0.32%70,613CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$15.4M0.32%80,781CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15.4M0.32%20,300CommonSOLE
025816109AXPAMERICAN EXPRESS CO$15.3M0.31%46,099CommonSOLE
254687106DISDISNEY WALT CO$15.2M0.31%132,337CommonSOLE
747525103QCOMQUALCOMM INC$15.1M0.31%90,930CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15.1M0.31%153,714CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$14.6M0.30%134,308CommonSOLE
00287Y109ABBVABBVIE INC$14.5M0.30%62,756CommonSOLE
58733R102MELIMERCADOLIBRE INC$14.3M0.29%6,122CommonSOLE
59156R108METMETLIFE INC$14.2M0.29%172,612CommonSOLE
30040W108ESEVERSOURCE ENERGY$13.6M0.28%191,592CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13.3M0.27%54,065CommonSOLE
872540109TJXTJX COS INC NEW$13.0M0.27%90,176CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$12.7M0.26%59,605CommonSOLE
88160R101TSLATESLA INC$11.9M0.24%26,748CommonSOLE
713448108PEPPEPSICO INC$11.4M0.23%81,513CommonSOLE
052769106ADSKAUTODESK INC$11.4M0.23%35,920CommonSOLE
902973304USBUS BANCORP DEL$11.3M0.23%234,493CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$11.2M0.23%62,620CommonSOLE
17275R102CSCOCISCO SYS INC$10.8M0.22%157,457CommonSOLE
049560105ATOATMOS ENERGY CORP$10.4M0.21%60,979CommonSOLE
191216100KOCOCA COLA CO$10.3M0.21%155,759CommonSOLE
92338C103VLTOVERALTO CORP$10.3M0.21%96,480CommonSOLE
00724F101ADBEADOBE INC$10.1M0.21%28,664CommonSOLE
22052L104CTVACORTEVA INC$10.0M0.20%147,600CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.9M0.20%123,791CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9.9M0.20%28,060CommonSOLE
95040Q104WELLWELLTOWER INC$9.7M0.20%54,514CommonSOLE
835699307SONYSONY GROUP CORP$9.7M0.20%335,900CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9.5M0.19%113,130CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$9.4M0.19%14,850CommonSOLE
907818108UNPUNION PAC CORP$9.2M0.19%38,977CommonSOLE
461202103INTUINTUIT$9.1M0.19%13,350CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9.0M0.18%18,379CommonSOLE
45687V106IRINGERSOLL RAND INC$9.0M0.18%108,960CommonSOLE
806857108SLBSCHLUMBERGER LTD$8.9M0.18%259,626CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$8.9M0.18%25,321CommonSOLE
878742204TECKTECK RESOURCES LTD$8.7M0.18%199,295CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.6M0.18%25,041CommonSOLE
81141R100SESEA LTD$8.3M0.17%46,359CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.6M0.16%37,956CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$7.5M0.15%68,734CommonSOLE
040413205ANETARISTA NETWORKS INC$7.4M0.15%50,724CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$7.4M0.15%12,600CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7.2M0.15%91,756CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$7.2M0.15%452,000CommonSOLE
74624M102PPURE STORAGE INC$7.2M0.15%85,676CommonSOLE
40415F101HDBHDFC BANK LTD$7.1M0.15%209,050CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$7.1M0.15%871,702CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.0M0.14%7,582CommonSOLE
98389B100XELXCEL ENERGY INC$7.0M0.14%86,500CommonSOLE
749685103RPMRPM INTL INC$6.9M0.14%58,560CommonSOLE
09260D107BXBLACKSTONE INC$6.9M0.14%40,400CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.8M0.14%71,006CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6.8M0.14%138,621CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.7M0.14%79,948CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6.7M0.14%88,636CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.5M0.13%12,878CommonSOLE
871829107SYYSYSCO CORP$6.4M0.13%77,494CommonSOLE
443510607HUBBHUBBELL INC$6.4M0.13%14,791CommonSOLE
872590104TMUST-MOBILE US INC$6.3M0.13%26,508CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.3M0.13%98,610CommonSOLE
526057104LENLENNAR CORP$6.3M0.13%50,200CommonSOLE
03831W108APPAPPLOVIN CORP$6.3M0.13%8,767CommonSOLE
931142103WMTWALMART INC$6.2M0.13%60,171CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.2M0.13%40,928CommonSOLE
833034101SNASNAP ON INC$6.0M0.12%17,326CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$6.0M0.12%149,359CommonSOLE
778296103ROSTROSS STORES INC$5.9M0.12%38,951CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.8M0.12%22,516CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.8M0.12%21,200CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.8M0.12%183,154CommonSOLE
888787108TOSTTOAST INC$5.7M0.12%157,430CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M0.12%34,205CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.6M0.11%11,445CommonSOLE
89151E109TTENTOTALENERGIES SE$5.5M0.11%92,800CommonSOLE
23804L103DDOGDATADOG INC$5.5M0.11%38,503CommonSOLE
171779309CIENCIENA CORP$5.5M0.11%37,629CommonSOLE
784117103SEICSEI INVTS CO$5.5M0.11%64,295CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.4M0.11%48,933CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.4M0.11%40,477CommonSOLE
253868103DLRDIGITAL RLTY TR INC$5.4M0.11%31,024CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$5.3M0.11%174,260CommonSOLE
127097103CTRACOTERRA ENERGY INC$5.3M0.11%225,600CommonSOLE
291011104EMREMERSON ELEC CO$5.3M0.11%40,668CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5.3M0.11%62,329CommonSOLE
12572Q105CMECME GROUP INC$5.2M0.11%19,210CommonSOLE
07725L102ONCBEONE MEDICINES LTD$5.2M0.11%15,197CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.1M0.11%10,287CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$4.9M0.10%16,570CommonSOLE
688239201OSKOSHKOSH CORP$4.9M0.10%38,100CommonSOLE
217204106CPRTCOPART INC$4.9M0.10%109,455CommonSOLE
654902204NOKNOKIA CORP$4.9M0.10%1,016,817CommonSOLE
74340W103PLDPROLOGIS INC.$4.9M0.10%42,539CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$4.8M0.10%37,600CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$4.7M0.10%23,080CommonSOLE
436440101HO1HOLOGIC INC$4.7M0.10%69,069CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.6M0.09%13,689CommonSOLE
172062101CINFCINCINNATI FINL CORP$4.6M0.09%29,120CommonSOLE
911363109URIUNITED RENTALS INC$4.6M0.09%4,786CommonSOLE
665859104NTRSNORTHERN TR CORP$4.5M0.09%33,575CommonSOLE
40090E106CIBGRUPO CIBEST SA$4.5M0.09%86,836CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.5M0.09%114,215CommonSOLE
872657101TPGTPG INC$4.5M0.09%77,538CommonSOLE
682680103OKEONEOK INC NEW$4.5M0.09%61,001CommonSOLE
60937P106MDBMONGODB INC$4.4M0.09%14,312CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.4M0.09%9,727CommonSOLE
857477103STTSTATE STR CORP$4.2M0.09%36,143CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.2M0.09%12,733CommonSOLE
09290D101BLKBLACKROCK INC$4.1M0.08%3,551CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4.1M0.08%68,200CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.1M0.08%5,105CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$4.0M0.08%59,544CommonSOLE
23331A109DHID R HORTON INC$4.0M0.08%23,439CommonSOLE
22266T109CPNGCOUPANG INC$3.9M0.08%122,083CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$3.9M0.08%41,181CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.8M0.08%6,784CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$3.8M0.08%18,144CommonSOLE
98978V103ZTSZOETIS INC$3.8M0.08%25,642CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$3.7M0.08%99,339CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$3.7M0.08%25,480CommonSOLE
372460105GPCGENUINE PARTS CO$3.7M0.08%26,775CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.7M0.08%80,435CommonSOLE
443573100HUBSHUBSPOT INC$3.6M0.07%7,802CommonSOLE
12504L109CBRECBRE GROUP INC$3.6M0.07%23,076CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.6M0.07%43,265CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3.6M0.07%80,836CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.6M0.07%18,585CommonSOLE
64110D104NTAPNETAPP INC$3.6M0.07%30,167CommonSOLE
142339100CSLCARLISLE COS INC$3.5M0.07%10,653CommonSOLE
22822V101CCICROWN CASTLE INC$3.5M0.07%36,193CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.5M0.07%135,974CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.4M0.07%51,237CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$3.4M0.07%17,568CommonSOLE
72352L106PINSPINTEREST INC$3.4M0.07%105,067CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.4M0.07%13,768CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3.3M0.07%14,160CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.3M0.07%16,932CommonSOLE
36828A101GEVGE VERNOVA INC$3.3M0.07%5,295CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$3.3M0.07%63,210CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$3.2M0.07%26,280CommonSOLE
69370C100PTCPTC INC$3.1M0.06%15,390CommonSOLE
29362U104ENTGENTEGRIS INC$3.1M0.06%33,768CommonSOLE
30161N101EXCEXELON CORP$3.1M0.06%69,165CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$3.0M0.06%412,746CommonSOLE
149123101CATCATERPILLAR INC$3.0M0.06%6,253CommonSOLE
580135101MCDMCDONALDS CORP$3.0M0.06%9,780CommonSOLE
456788108INFYINFOSYS LTD$3.0M0.06%181,692CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.9M0.06%10,393CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.9M0.06%21,774CommonSOLE
64110W102NTESNETEASE INC$2.9M0.06%19,278CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$2.9M0.06%27,495CommonSOLE
00206R102TAT&T INC$2.9M0.06%102,740CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.9M0.06%536CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$2.9M0.06%54,486CommonSOLE
831865209AOSSMITH A O CORP$2.9M0.06%39,225CommonSOLE
45104G104IBNICICI BANK LIMITED$2.8M0.06%92,384CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.8M0.06%55,902CommonSOLE
002824100ABTABBOTT LABS$2.7M0.06%20,516CommonSOLE
366651107ITGARTNER INC$2.7M0.06%10,332CommonSOLE
148929102CAVACAVA GROUP INC$2.7M0.06%44,626CommonSOLE
053611109AVYAVERY DENNISON CORP$2.7M0.06%16,570CommonSOLE
695156109PKGPACKAGING CORP AMER$2.6M0.05%12,140CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.6M0.05%20,230CommonSOLE
896239100TRMBTRIMBLE INC$2.6M0.05%31,721CommonSOLE
89055F103BLDTOPBUILD CORP$2.6M0.05%6,616CommonSOLE
48581R205KSPIKASPI KZ JSC$2.6M0.05%31,334CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$2.5M0.05%91,846CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.5M0.05%8,615CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.5M0.05%12,140CommonSOLE
654106103NKENIKE INC$2.5M0.05%35,906CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.4M0.05%17,546CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.4M0.05%9,274CommonSOLE
252131107DXCMDEXCOM INC$2.4M0.05%35,099CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.4M0.05%35,185CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.4M0.05%23,860CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.3M0.05%39,252CommonSOLE
651639106NEMNEWMONT CORP$2.3M0.05%27,727CommonSOLE
482497104BEKEKE HLDGS INC$2.3M0.05%121,407CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.3M0.05%27,291CommonSOLE
833445109SNOWSNOWFLAKE INC$2.2M0.04%9,685CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.1M0.04%32,737CommonSOLE
00766T100ACMAECOM$2.1M0.04%16,288CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$2.1M0.04%162,124CommonSOLE
540424108LLOEWS CORP$2.0M0.04%20,400CommonSOLE
882508104TXNTEXAS INSTRS INC$2.0M0.04%10,931CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.0M0.04%8,732CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.9M0.04%2,658CommonSOLE
45168D104IDXXIDEXX LABS INC$1.9M0.04%2,983CommonSOLE
090040106BILIBILIBILI INC$1.9M0.04%67,320CommonSOLE
717081103PFEPFIZER INC$1.8M0.04%72,360CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.8M0.04%1,489CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.8M0.04%3,904CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.8M0.04%16,394CommonSOLE
743315103PGRPROGRESSIVE CORP$1.8M0.04%7,098CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.7M0.03%17,390CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$1.7M0.03%14,000CommonSOLE
526057302LEN/BLENNAR CORP$1.7M0.03%13,800CommonSOLE
852234103XYZBLOCK INC$1.7M0.03%22,893CommonSOLE
26603R106DUOLDUOLINGO INC$1.7M0.03%5,134CommonSOLE
78440P306SKMSK TELECOM CO LTD$1.6M0.03%75,571CommonSOLE
68248T204ONECONNECT FINL TECHNOLOGY C$1.6M0.03%215,334CommonSOLE
05278C107ATHMAUTOHOME INC$1.6M0.03%57,059CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.03%2,100CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.5M0.03%24,903CommonSOLE
458140100INTCINTEL CORP$1.5M0.03%44,308CommonSOLE
25809K105DASHDOORDASH INC$1.5M0.03%5,400CommonSOLE
032654105ADIANALOG DEVICES INC$1.4M0.03%5,878CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.4M0.03%6,217CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.4M0.03%33,720CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.4M0.03%9,705CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.3M0.03%7,663CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.3M0.03%20,874CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.03%4,820CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$1.2M0.03%7,154CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.02%3,924CommonSOLE
08265T208BSYBENTLEY SYS INC$1.2M0.02%23,532CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.2M0.02%1,834CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$1.1M0.02%26,755CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.02%11,142CommonSOLE
172908105CTASCINTAS CORP$1.1M0.02%5,369CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.02%24,117CommonSOLE
771049103RBLXROBLOX CORP$1.1M0.02%7,845CommonSOLE
345370860FFORD MTR CO$1.0M0.02%87,561CommonSOLE
929160109VMCVULCAN MATLS CO$1.0M0.02%3,393CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.0M0.02%8,596CommonSOLE
000360206AAONAAON INC$1.0M0.02%10,742CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$995,9780.02%3,567CommonSOLE
78463M107SPSCSPS COMM INC$993,6000.02%9,541CommonSOLE
042068205ARMARM HOLDINGS PLC$990,4300.02%7,000CommonSOLE
18915M107NETCLOUDFLARE INC$982,3930.02%4,578CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$980,8630.02%62,277CommonSOLE
82509L107SHOPSHOPIFY INC$965,9650.02%6,500CommonSOLE
48251W104KKRKKR & CO INC$927,7130.02%7,139CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$918,3200.02%2,838CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$917,4520.02%3,054CommonSOLE
G2519Y108BAPCREDICORP LTD$905,3520.02%3,400CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$881,0190.02%20,527CommonSOLE
693718108PCARPACCAR INC$855,5810.02%8,702CommonSOLE
48553T106BZKANZHUN LIMITED$853,4810.02%36,536CommonSOLE
281020107EIXEDISON INTL$838,5420.02%15,169CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$837,8580.02%46,163CommonSOLE
126650100CVSCVS HEALTH CORP$837,0550.02%11,103CommonSOLE
29082A107EMBJEMBRAER S.A.$824,9610.02%13,647CommonSOLE
126408103CSXCSX CORP$815,9840.02%22,979CommonSOLE
62944T105NVRNVR INC$803,4660.02%100CommonSOLE
69331C108PCGPG&E CORP$778,6260.02%51,633CommonSOLE
172967424CCITIGROUP INC$777,3890.02%7,659CommonSOLE
48268K101KTKT CORP$746,8310.02%38,299CommonSOLE
704326107PAYXPAYCHEX INC$738,1230.02%5,823CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$733,4820.02%2,270CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$722,8850.01%5,099CommonSOLE
009066101ABNBAIRBNB INC$722,8130.01%5,953CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$720,1630.01%10,136CommonSOLE
125523100CITHE CIGNA GROUP$712,5540.01%2,472CommonSOLE
260003108DOVDOVER CORP$701,1860.01%4,203CommonSOLE
03073E105CORCENCORA INC$694,4420.01%2,222CommonSOLE
285512109EAELECTRONIC ARTS INC$694,2510.01%3,442CommonSOLE
146869102CVNACARVANA CO$672,6190.01%1,783CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$639,8000.01%3,361CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$627,7020.01%4,710CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$623,6020.01%3,973CommonSOLE
501044101KRKROGER CO$605,5440.01%8,983CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$597,3600.01%1,310CommonSOLE
075887109BDXBECTON DICKINSON & CO$585,8420.01%3,130CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$584,4840.01%7,503CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$584,3440.01%2,023CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$576,3750.01%200,000CommonSOLE
34959E109FTNTFORTINET INC$573,7620.01%6,824CommonSOLE
693506107PPGPPG INDS INC$555,1910.01%5,282CommonSOLE
92276F100VTRVENTAS INC$553,0610.01%7,902CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$552,7400.01%3,457CommonSOLE
500754106KHCKRAFT HEINZ CO$528,6900.01%20,303CommonSOLE
855244109SBUXSTARBUCKS CORP$525,1120.01%6,207CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$517,6000.01%400,000CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$517,1010.01%97,017CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$512,7230.01%13,073CommonSOLE
370334104GISGENERAL MLS INC$509,3430.01%10,102CommonSOLE
020002101ALLALLSTATE CORP$503,5690.01%2,346CommonSOLE
311900104FASTFASTENAL CO$495,4020.01%10,102CommonSOLE
46284V101IRMIRON MTN INC DEL$493,7970.01%4,844CommonSOLE
98980G102ZSZSCALER INC$493,2400.01%1,646CommonSOLE
759509102RSRELIANCE INC$487,8020.01%1,737CommonSOLE
278642103EBAYEBAY INC.$481,1260.01%5,290CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$474,0570.01%19,302CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$470,4470.01%511CommonSOLE
47215P106JDJD.COM INC$470,3760.01%13,447CommonSOLE
46591M109JOYYJOYY INC$468,8800.01%8,000CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$444,1280.01%400,000CommonSOLE
615369105MCOMOODYS CORP$433,1200.01%909CommonSOLE
89400J107TRUTRANSUNION$424,4290.01%5,066CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$423,6470.01%3,176CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$411,8700.01%5,296CommonSOLE
31810T101FINVFINVOLUTION GROUP$411,1580.01%55,788CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$401,0600.01%400,000CommonSOLE
049468101TEAMATLASSIAN CORPORATION$391,5840.01%2,452CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$389,7470.01%2,810CommonSOLE
92936U109WPCWP CAREY INC$379,3380.01%5,614CommonSOLE
001055102AFLAFLAC INC$379,1100.01%3,394CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$373,1610.01%10,956CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$372,8940.01%21,592CommonSOLE
40412C101HCAHCA HEALTHCARE INC$363,5490.01%853CommonSOLE
49177J102KVUEKENVUE INC$363,1950.01%22,378CommonSOLE
87612E106TGTTARGET CORP$361,2220.01%4,027CommonSOLE
876030107TPRTAPESTRY INC$359,8130.01%3,178CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$357,3900.01%380,000CommonSOLE
92343E102VRSNVERISIGN INC$356,7310.01%1,276CommonSOLE
632307104NTRANATERA INC$354,1340.01%2,200CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$350,1170.01%2,856CommonSOLE
761152107RMDRESMED INC$344,0790.01%1,257CommonSOLE
88339J105TTDTHE TRADE DESK INC$341,5510.01%6,969CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$339,0320.01%7,072CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$330,6630.01%1,488CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC.$329,2500.01%300,000CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$327,8380.01%6,167CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$325,1250.01%300,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$323,7510.01%12,254CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$315,9000.01%300,000CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$309,8060.01%1,896CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$307,8000.01%300,000CommonSOLE
55261F104MTBM & T BK CORP$307,1010.01%1,554CommonSOLE
444859102HUMHUMANA INC$306,4800.01%1,178CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$296,5760.01%2,240CommonSOLE
303250104FICOFAIR ISAAC CORP$290,3270.01%194CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$283,2000.01%300,000CommonSOLE
40434L105HPQHP INC$278,5630.01%10,230CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$277,5510.01%300,000CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$276,7070.01%300,000CommonSOLE
084423102WRBBERKLEY W R CORP$276,2150.01%3,605CommonSOLE
487836108KKELLANOVA$275,0130.01%3,353CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$274,6920.01%1,949CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$273,8250.01%300,000CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$269,3370.01%5,304CommonSOLE
988498101YUMYUM BRANDS INC$266,7600.01%1,755CommonSOLE
45784P101PODDINSULET CORP$264,2730.01%856CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$263,6170.01%2,970CommonSOLE
256677105DGDOLLAR GEN CORP NEW$262,6120.01%2,541CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$258,7500.01%200,000CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$252,9370.01%1,062CommonSOLE
256746108DLTRDOLLAR TREE INC$248,6650.01%2,635CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$247,3140.01%16,847CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$243,8040.00%7,607CommonSOLE
969457100WMBWILLIAMS COS INC$241,0470.00%3,805CommonSOLE
67059N108NTNXNUTANIX INC$239,9080.00%3,225CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$237,8000.00%200,000CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$236,7000.00%200,000CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$235,8870.00%1,220CommonSOLE
90138F102TWLOTWILIO INC$235,5120.00%2,353CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$235,1420.00%3,566CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$220,6210.00%2,413CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$220,0000.00%200,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$213,0500.00%200,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$207,7250.00%200,000CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$207,6380.00%1,203CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$207,1710.00%396CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$206,7900.00%10,529CommonSOLE
122017106BURLBURLINGTON STORES INC$205,8910.00%809CommonSOLE
493267108KEYKEYCORP$203,0860.00%10,866CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$201,0010.00%7,100CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$198,3770.00%18,592CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$191,8000.00%200,000CommonSOLE
151290889CXCEMEX SAB DE CV$187,9000.00%20,901CommonSOLE
405024AD2HAE 2.5 06/01/29HAEMONETICS CORP MASS$185,5310.00%200,000CommonSOLE
423403104MOMOHELLO GROUP INC$178,0800.00%24,000CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$156,7380.00%100,000CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$151,9500.00%100,000CommonSOLE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$151,2000.00%150,000CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$129,1320.00%10,200CommonSOLE
83304A106SNAPSNAP INC$123,5300.00%16,022CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$114,0500.00%100,000CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$103,9550.00%100,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$98,0000.00%100,000CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$91,7750.00%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.