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Institutional

Altshuler Shaham Ltd

CIK 0001324290
$5.54B
Reported AUM
427
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · Altshuler Shaham Ltd · Q1 2026

AI · grounded in 13F

Altshuler Shaham Ltd established a new position in RIO worth $106.7M. The fund also opened a new position in ALB for $94.8M and increased its holdings in PANW by 28,276%. Conversely, the fund trimmed its positions in MSFT by 98.4% and ADBE by 99.9%.

Portfolio · Q1 2026

TSM$493.1MESLT$380.0MTEVA$335.9MENLT$311.6MAMZNGOOGLORCLUBEREXEICEAAPLBABAOther$2.59BAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%104.85%285.24%$493.1M8.90%138,740−8.7%
2ESLTELBIT SYS LTD$834.851.40%96.97%547.69%$380.0M6.86%55,659−10.9%
3TEVATEVA PHARMACEUTICAL INDS LTD$34.19-0.70%92.40%254.30%$335.9M6.06%+2,974,280+35.0%
4ENLTENLIGHT RENEWABLE ENERGY LTD$96.986.59%361.83%459.19%$311.6M5.62%+4,127,573+705.5%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$245.4M4.43%1,161,486−49.6%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$206.4M3.73%642,722−47.2%
7ORCLORACLE CORP$213.68-9.59%24.02%162.37%$194.8M3.52%+6,927+0.5%
8UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$179.1M3.23%+557+0.0%
9EXEEXPAND ENERGY CORPORATION$92.07-1.42%-19.02%115.20%$162.4M2.93%237,853−13.9%
10ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%-19.88%25.58%$158.4M2.86%+18,791+1.9%
11AAPLAPPLE INC$307.34-1.25%51.31%116.17%$150.2M2.71%+368,606+165.2%
12BABAALIBABA GROUP HLDG LTD$121.06-3.88%3.12%-34.69%$137.3M2.48%+269+0.0%
13AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$134.5M2.43%+306,010+238.1%
14PANWPALO ALTO NETWORKS INC$272.05-2.58%36.30%309.05%$121.6M2.20%+756,107+28276.3%
15CRHCRH PLC$105.06-1.42%14.34%140.07%$119.3M2.15%133,000−10.5%
16ICLICL GROUP LTD$5.610.27%-11.01%-0.98%$114.0M2.06%4,071,854−15.5%
17NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$111.1M2.01%+627,510+6451.9%
18NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$108.9M1.97%+204,712+21.1%
19RIORIO TINTO PLC$100.69-4.47%79.60%72.63%$106.7M1.93%+1,144,000NEW
20LYFTLYFT INC$13.65-3.33%-12.11%-75.33%$101.9M1.84%+2,607,417+51.6%
21QCOMQUALCOMM INC$215.94-10.98%48.63%60.58%$96.2M1.74%+518,790+227.1%
22IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$95.3M1.72%156,086−28.4%
23ALBALBEMARLE CORP$155.44-6.16%164.36%-20.14%$94.8M1.71%+528,131NEW
24CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$89.4M1.61%2,268,619−66.3%
25NFLXNETFLIX INC$82.180.76%-33.80%58.78%$86.1M1.55%+467,384+109.3%
26TRMBTRIMBLE INC$53.72-0.87%-24.97%-36.62%$74.0M1.34%126,000−10.0%
27ZNGAZOOM COMMUNICATIONS INC$73.2M1.32%1,132,477−55.4%
28ARMARM HOLDINGS PLC$342.93-12.84%157.63%595.74%$72.4M1.31%+325,186+212.4%
29ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$68.4M1.23%190,890−47.0%
30CHKPCHECK POINT SOFTWARE TECH LT$135.82-0.47%-41.83%6.86%$67.3M1.21%92,012−16.3%
31TSEMTOWER SEMICONDUCTOR LTD$235.48-9.88%$58.0M1.05%+313,463+1176.4%
32APPAPPLOVIN CORP$557.20-0.30%$50.9M0.92%+126,707+11487.5%
33SQMSOCIEDAD QUIMICA Y MINERA DE$73.75-2.23%$50.2M0.91%+620,000NEW
34DELEK LOGISTICS PARTNERS LP$48.3M0.87%+120,111+498.2%
35ISRGINTUITIVE SURGICAL INC$422.060.77%$43.8M0.79%+95,000NEW
36SHOPSHOPIFY INC$109.54-5.60%$43.5M0.78%11,310−3.0%
37LGIHLGI HOMES INC$50.35-0.51%$43.0M0.78%+55,465+5.4%
38ALABASTERA LABS INC$317.06-11.45%$39.4M0.71%+366,250NEW
39DEODIAGEO PLC$80.431.89%$37.2M0.67%+500,000NEW
40HOODROBINHOOD MKTS INC$82.47-6.63%$36.4M0.66%+29,088+5.9%
41ARCCARES CAPITAL CORP$18.79-0.58%$29.7M0.54%HELD
42ORAORMAT TECHNOLOGIES INC$140.950.68%$28.3M0.51%+250,317+5810.5%
43TWTRADEWEB MKTS INC$100.61-1.87%$24.1M0.44%HELD
44BXSLBLACKSTONE SECD LENDING FD$23.24-1.40%$17.8M0.32%53,000−6.6%
45KENKENON HLDGS LTD$75.10-5.57%$15.5M0.28%+8,864+4.9%
46CCITIGROUP INC$132.47-1.98%$11.3M0.20%+9,500NEW
47ETORETORO GROUP LTD$38.23-3.63%$10.5M0.19%+5,077+1.5%
48NBISNEBIUS GROUP N.V.$227.81-12.27%$9.4M0.17%+5,184,684NEW
49MICROSOFT CORP$9.3M0.17%+3,600NEW
50NVMINOVA LTD$516.788.62%$9.2M0.17%+9,974+87.7%
51MSDLMORGAN STANLEY DIRECT LENDIN$15.270.79%$9.1M0.16%HELD
52WMT2WELLS FARGO CO NEW$8.9M0.16%+13,400NEW
53GEVGE VERNOVA INC$933.61-3.09%$8.8M0.16%+955+10.4%
54PFLTPENNANTPARK FLOATING RATE CA$8.00-1.11%$8.3M0.15%290,984−22.0%
55FCXFREEPORT-MCMORAN INC$63.37-9.07%$6.9M0.13%1,448,522−92.5%
56GILTGILAT SATELLITE NETWORKS LTD$14.52-9.08%$6.7M0.12%22,929−4.8%
57ODDODDITY TECH LTD$9.81-2.58%$6.6M0.12%8,495−1.7%
58PYPLPAYPAL HLDGS INC$41.29-3.42%$5.8M0.11%+7,000NEW
59TSLXSIXTH STREET SPECIALTY LENDI$17.18-1.21%$5.5M0.10%HELD
60QUREQUANTA SVCS INC$26.45-5.50%$5.1M0.09%570−5.8%
61BACBANK AMERICA CORP$53.83-0.63%$4.7M0.09%+8,450+65.8%
62XLFSELECT SECTOR SPDR TR$52.300.21%$4.1M0.07%+20,825NEW
63MSFTMICROSOFT CORP$416.67-2.66%$4.1M0.07%700,154−98.4%
64SNSHARKNINJA INC$119.82-2.96%$4.0M0.07%4,004−9.6%
65ETNEATON CORP PLC$395.94-5.42%$3.8M0.07%+2,141+25.2%
66IRENIREN LIMITED$54.35-12.14%$3.7M0.07%297,810−17.5%
67CATCATERPILLAR INC$904.28-3.85%$3.6M0.07%+1,924+60.7%
68TLNTALEN ENERGY CORP$361.74-0.82%$3.4M0.06%4,089−27.5%
69UPBUPSTREAM BIO INC$7.05-5.11%$3.4M0.06%961,479−71.7%
70NRGNRG ENERGY INC$129.20-3.14%$3.4M0.06%4,956−17.6%
71DDOGDATADOG INC$234.11-3.90%$3.4M0.06%993,068−97.2%
72AEPAMERICAN ELEC PWR CO INC$129.141.06%$3.2M0.06%+4,145+20.2%
73CEGCONSTELLATION ENERGY CORP$254.83-3.69%$3.2M0.06%1,144−9.0%
74WMTWALMART INC$118.880.97%$3.2M0.06%+13,030+105.0%
75VSTVISTRA CORP$148.76-3.21%$3.0M0.05%3,797−15.8%
76MTZMASTEC INC$363.89-2.89%$3.0M0.05%+3,983+76.0%
77COSTCOSTCO WHSL CORP NEW$971.87-0.05%$2.6M0.05%+2,618NEW
78NICENICE LTD$92.49-0.70%$2.5M0.04%+11,521+104.4%
79FIXCOMFORT SYS USA INC$1843.94-3.69%$2.4M0.04%+724+69.5%
80NXTNEXTRACKER INC$131.57-12.47%$2.4M0.04%+6,412+47.8%
81NTRNUTRIEN LTD$67.20-2.61%$2.2M0.04%1,823,796−98.4%
82TSLATESLA INC$391.00-6.56%$2.2M0.04%+4,303+293.1%
83ABNBAIRBNB INC$133.54-0.13%$2.1M0.04%+10,431+168.6%
84KMIKINDER MORGAN INC DEL$31.68-0.06%$2.1M0.04%+7,515+13.7%
85FSLRFIRST SOLAR INC$284.952.13%$2.1M0.04%+1,025+10.8%
86NYAXNAYAX LTD$65.00-4.58%$2.0M0.04%+1,731+5.0%
87CCJCAMECO CORP$103.44-9.28%$2.0M0.04%5,452−22.7%
88CRWVCOREWEAVE INC$100.39-7.07%$2.0M0.04%10,671−0.5%
89SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$2.0M0.04%+3,374+479.3%
90HLNHALEON PLC$8.97-1.64%$2.0M0.04%+96,378+96.4%
91IBKRINTERACTIVE BROKERS GROUP IN$84.40-3.06%$1.9M0.04%+12,933+80.8%
92SOSOUTHERN CO$92.601.07%$1.9M0.03%+2,376+13.8%
93DDOMINION ENERGY INC$66.900.60%$1.9M0.03%+3,622+13.7%
94NETCLOUDFLARE INC$250.11-6.90%$1.8M0.03%+5,019+136.7%
95SPDR GOLD TR$1.8M0.03%+18,825+43779.1%
96SOFI TECHNOLOGIES INC$1.7M0.03%+280,000NEW
97LNGCHENIERE ENERGY INC$1.6M0.03%5,079−46.7%
98INMDINMODE LTD$13.54-0.59%$1.6M0.03%107,100−47.2%
99EBAYEBAY INC.$109.350.18%$1.6M0.03%2,074,985−99.1%
100PTONPELOTON INTERACTIVE INC$5.72-0.78%$1.6M0.03%+369,568NEW
101METAMETA PLATFORMS INC$593.00-5.51%$1.6M0.03%+1,691+157.4%
102EMEEMCOR GROUP INC$817.44-3.31%$1.6M0.03%+257+13.7%
103GLWCORNING INC$177.58-10.18%$1.5M0.03%+1,327+13.7%
104MICROSTRATEGY INC$1.4M0.03%26−7.0%
105SNDKSANDISK CORP$1559.32-11.39%$1.3M0.02%+11,655NEW
106HUBBHUBBELL INC$1.3M0.02%+315+13.8%
107NBNIOCORP DEVS LTD$1.3M0.02%+13,748NEW
108SHELSHELL PLC$1.2M0.02%1,491−10.2%
109REYNREYNOLDS CONSUMER PRODS INC$1.2M0.02%+5,016+545.8%
110FLNCFLUENCE ENERGY INC$1.2M0.02%+38,556+84.6%
111ETRENTERGY CORP NEW$1.2M0.02%+1,243+13.7%
112CTRACOTERRA ENERGY INC$1.1M0.02%1,996,068−98.4%
113AAALCOA CORP$1.1M0.02%+2,052+13.7%
114IREN LIMITED$1.1M0.02%+999,994+980386.3%
115CAMTCAMTEK LTD$1.1M0.02%1,176−13.9%
116VYGRVOYAGER THERAPEUTICS INC$1.1M0.02%+70,185+34.4%
117BWXTBWX TECHNOLOGIES INC$1.1M0.02%+624+13.8%
118TERAWULF INC$1.1M0.02%HELD
119EXPE 0 02/15/26EXPEDIA GROUP INC$1.0M0.02%+11,622NEW
120WMBWILLIAMS COS INC$1.0M0.02%+1,701+13.7%
121AGXARGAN INC$1.0M0.02%+7,079NEW
122CWCURTISS WRIGHT CORP$988K0.02%+176+13.8%
123UECURANIUM ENERGY CORP$987K0.02%+8,830+13.7%
124CIFR 1.75 05/15/30CIPHER MINING INC$983K0.02%HELD
125XELXCEL ENERGY INC$980K0.02%+1,489+13.7%
126ALPHABET INC$976K0.02%+3,420NEW
127UPSTUPSTART HLDGS INC$970K0.02%+10,800+40.0%
128DUOLDUOLINGO INC$967K0.02%233,519−96.0%
129NXDRNEXTDOOR HOLDINGS INC$932K0.02%43,841−6.2%
130FORTYFORMULA SYSTEMS 1985 LTD$926K0.02%+727+10.4%
131CPCANADIAN PACIFIC KANSAS CITY$926K0.02%+144+1.2%
132WECWEC ENERGY GROUP INC$921K0.02%+960+13.7%
133NEBIUS GROUP N.V.$889K0.02%HELD
134OPENOPENDOOR TECHNOLOGIES INC$887K0.02%+45,375+29.6%
135NIOBWNIOCORP DEVS LTD$821K0.01%HELD
136SRESEMPRA$818K0.01%+1,017+13.7%
137GRBKGREEN BRICK PARTNERS INC$812K0.01%660−5.0%
138LOWLOWES COS INC$791K0.01%+3,347NEW
139MRNAMODERNA INC$767K0.01%7,900−34.3%
140BDCBELDEN INC$764K0.01%+2,044+13.7%
141BEBLOOM ENERGY CORP$762K0.01%+563+11.1%
142ENTGENTEGRIS INC$719K0.01%1,299,946−99.5%
143LENLENNAR CORP$703K0.01%+1,260+18.4%
144DHID R HORTON INC$700K0.01%270−5.0%
145PEGPUBLIC SVC ENTERPRISE GRP IN$650K0.01%+970+13.7%
146NXENEXGEN ENERGY LTD$647K0.01%+6,733+13.7%
147BLDRBUILDERS FIRSTSOURCE INC$626K0.01%+180+2.4%
148VNTVONTIER CORPORATION$575K0.01%+223+1.4%
149MYRGMYR GROUP INC DEL$560K0.01%+1,983NEW
150LEUCENTRUS ENERGY CORP$521K0.01%+316+11.8%
151TLRYEURTILRAY BRANDS INC$508K0.01%16,422−17.3%
152ARTELO BIOSCIENCES INC$484K0.01%+889NEW
153AISPWAIRSHIP AI HLDGS INC$472K0.01%HELD
154SSENTINELONE INC$464K0.01%400−1.1%
155PLUGPLUG POWER INC$426K0.01%HELD
156SNOWSNOWFLAKE INC$418K0.01%2,671−49.1%
157ITRI 0 03/15/26ITRON INC$410K0.01%+5,509NEW
158ENPHENPHASE ENERGY INC$340K0.01%9,500−51.4%
159NINISOURCE INC$303K0.01%+725+12.5%
160COIN 0.5 06/01/26COINBASE GLOBAL INC$275K0.00%+160,000NEW
161BARCLAYS BANK PLC$270K0.00%+249,955+555455.6%
162MIRMIRION TECHNOLOGIES INC$244K0.00%+1,443+12.3%
163PGYPAGAYA TECHNOLOGIES LTD$230K0.00%HELD
164SONY GROUP CORP$224K0.00%HELD
165VLTOVERALTO CORP$200K0.00%+240+11.9%
166SATLSATELLOGIC INC$195K0.00%HELD
167AMDADVANCED MICRO DEVICES INC$180K0.00%+818+1239.4%
168FBYDWFALCONS BEYOND GLOBAL INC$159K0.00%HELD
169NKENIKE INC$158K0.00%6,890−69.7%
170AIR PRODS & CHEMS INC$134K0.00%+2+0.4%
171PNRPENTAIR PLC$123K0.00%+6+0.4%
172PPTAPERPETUA RESOURCES CORP$82K0.00%+2,650+1060.0%
173IREN LIMITED$73K0.00%HELD
174DDDUPONT DE NEMOURS INC$58K0.00%+5+0.4%
175CFCF INDS HLDGS INC$54K0.00%+112+36.6%
176APAAPA CORPORATION$52K0.00%+330+36.7%
177FVRRFIVERR INTL LTD$50K0.00%+4,000+400.0%
178XYLXYLEM INC$49K0.00%+408NEW
179TIGOMILLICOM INTL CELLULAR S A$47K0.00%+170+36.7%
180MTDRMATADOR RES CO$47K0.00%+201+36.7%
181TGTTARGET CORP$44K0.00%+98+36.8%
182SFDSMITHFIELD FOODS INC$43K0.00%+410+36.8%
183EIXEDISON INTL$42K0.00%+155+36.6%
184SPYSPDR S&P 500 ETF TR$41K0.00%143−47.5%
185EMNEASTMAN CHEM CO$41K0.00%+145+36.9%
186VZVERIZON COMMUNICATIONS INC$41K0.00%30−3.5%
187MICROSTRATEGY INC$40K0.00%+25+35.7%
188ZIMZIM INTEGRATED SHIPPING SERV$40K0.00%HELD
189CNHCNH INDL N V$38K0.00%+938+36.8%
190NOVNOV INC$38K0.00%+546+36.8%
191ORMPORAMED PHARMACEUTICALS INC$38K0.00%HELD
192TAT&T INC$38K0.00%+352+36.8%
193BYDBOYD GAMING CORP$37K0.00%+159+54.3%
194LEALEAR CORP$37K0.00%+81+36.5%
195SIRISIRIUSXM HOLDINGS INC$36K0.00%+417+36.7%
196CHTRCHARTER COMMUNICATIONS INC N$36K0.00%+45+37.2%
197ECXECARX HOLDINGS INC$35K0.00%HELD
198KMXCARMAX INC$35K0.00%+228+36.7%
199MOSMOSAIC CO NEW$35K0.00%+368+36.4%
200CMCSACOMCAST CORP NEW$35K0.00%+325+36.8%
201INGRINGREDION INC$34K0.00%+82+36.9%
202RITMRITHM CAPITAL CORP$34K0.00%+1,800+100.0%
203AESAES CORP$34K0.00%+650+36.8%
204LKQLKQ CORP$33K0.00%+303+36.7%
205POSTPOST HLDGS INC$33K0.00%+89+36.6%
206DALDELTA AIR LINES INC DEL$33K0.00%+132+36.8%
207PPCPILGRIMS PRIDE CORP$32K0.00%+229+36.8%
208UGIUGI CORP NEW$32K0.00%+236+36.6%
209ACIALBERTSONS COS INC$31K0.00%+497+36.8%
210NXSTNEXSTAR MEDIA GROUP INC$31K0.00%+47+37.0%
211NLYANNALY CAPITAL MANAGEMENT IN$31K0.00%+391+36.9%
212CAGCONAGRA BRANDS INC$30K0.00%+519+36.8%
213PAGPENSKE AUTOMOTIVE GRP INC$30K0.00%+55+37.2%
214KOCOCA COLA CO$30K0.00%7,802−92.9%
215CIRCLE INTERNET GROUP INC$30K0.00%HELD
216CACCCREDIT ACCEP CORP MICH$30K0.00%+19+37.3%
217SYFSYNCHRONY FINANCIAL$29K0.00%+113+36.9%
218SMRNUSCALE PWR CORP$28K0.00%37,189−93.5%
219UALUNITED AIRLS HLDGS INC$28K0.00%+82+36.8%
220GPNGLOBAL PMTS INC$28K0.00%+111+36.6%
221FISVFISERV INC$28K0.00%+132+36.4%
222OMFONEMAIN HLDGS INC$27K0.00%+137+36.6%
223ADTADT INC DEL$27K0.00%+1,094+36.8%
224MMACYS INC$27K0.00%+396+36.7%
225SNPSSYNOPSYS INC$26K0.00%2,050−96.9%
226LADLITHIA MTRS INC$25K0.00%+28+37.8%
227CRSPCRISPR THERAPEUTICS AG$24K0.00%+80+19.0%
228ISHARES SILVER TR$20K0.00%+360NEW
229LRCXLAM RESEARCH CORP$20K0.00%21−18.3%
230KLACKLA CORP$19K0.00%2−13.3%
231AMATAPPLIED MATLS INC$19K0.00%12−17.6%
232TMETENCENT MUSIC ENTMT GROUP$19K0.00%+800+66.7%
233SEDGSOLAREDGE TECHNOLOGIES INC$18K0.00%890−71.2%
234BNAIWBRAND ENGAGEMENT NETWORK INC$17K0.00%HELD
235MUMICRON TECHNOLOGY INC$17K0.00%11−18.0%
236PLXPROTALIX BIOTHERAPEUTICS INC$17K0.00%4,400−36.2%
237OPKOPKO HEALTH INC$17K0.00%+11,483+348.8%
238TXNTEXAS INSTRS INC$17K0.00%+8+10.3%
239DRTSALPHA TAU MEDICAL LTD$16K0.00%1,300−36.1%
240HIPOHIPPO HLDGS INC$16K0.00%400−40.0%
241ONDAS HLDGS INC$14K0.00%+3,200NEW
242MNDYMONDAY COM LTD$14K0.00%+184+1150.0%
243MDBMONGODB INC$14K0.00%1,438−96.3%
244ADBEADOBE INC$13K0.00%581,370−100.0%
245MSTRMICROSTRATEGY INC$12K0.00%1,748−94.7%
246PLTRPALANTIR TECHNOLOGIES INC$12K0.00%+13+18.8%
247INTCINTEL CORP$12K0.00%57−17.5%
248FICOFAIR ISAAC CORP$12K0.00%+2+22.2%
249VRSKVERISK ANALYTICS INC$12K0.00%+21+52.5%
250TIGRUP FINTECH HLDG LTD$11K0.00%+600+50.0%
251ANETARISTA NETWORKS INC$11K0.00%52−36.1%
252NTAPNETAPP INC$11K0.00%24−18.2%
253APHAMPHENOL CORP NEW$11K0.00%18−17.5%
254CIPHER MINING INC$11K0.00%HELD
255SPGIS&P GLOBAL INC$10K0.00%5−17.2%
256PLTKPLAYTIKA HLDG CORP$10K0.00%+3,600NEW
257INVESCO QQQ TR$9K0.00%+355NEW
258BLKBBLACKBAUD INC$9K0.00%+750NEW
259CRMSALESFORCE INC$9K0.00%11−18.3%
260PPURE STORAGE INC$9K0.00%+9+6.4%
261ARESARES MANAGEMENT CORPORATION$9K0.00%+80NEW
262ACNACCENTURE PLC IRELAND$9K0.00%9−17.3%
263CGENCOMPUGEN LTD$9K0.00%9,600−70.6%
264KIDZWCLASSOVER HLDGS INC$8K0.00%HELD
265DKNGDRAFTKINGS INC NEW$8K0.00%+369NEW
266INTUINTUIT$8K0.00%4−18.2%
267RBLXROBLOX CORP$8K0.00%+106+392.6%
268INODINNODATA INC$7K0.00%+120NEW
269NOWSERVICENOW INC$7K0.00%15−17.4%
270REEREE AUTOMOTIVE LTD$7K0.00%+12,002+12002.0%
271FDSFACTSET RESH SYS INC$7K0.00%+12+57.1%
272MELIMERCADOLIBRE INC$7K0.00%43,522−100.0%
273CHWYCHEWY INC$7K0.00%+250NEW
274NVRNVR INC$7K0.00%HELD
275WIXWIX COM LTD$6K0.00%+35+97.2%
276LPSN 0 12/15/26LIVEPERSON INC$6K0.00%+52NEW
277RPDRAPID7 INC$6K0.00%+1,000NEW
278AVIS BUDGET GROUP$5K0.00%+500NEW
279DJTWWTRUMP MEDIA & TECHNOLOGY GRO$5K0.00%HELD
280IESCIES HLDGS INC$5K0.00%HELD
281ESTCELASTIC N V$5K0.00%+35+58.3%
282LAURLAUREATE EDUCATION INC$5K0.00%+131NEW
283CRUSCIRRUS LOGIC INC$4K0.00%3−8.8%
284VRSNVERISIGN INC$4K0.00%+2+12.5%
285KFRCKFORCE INC$4K0.00%+15+11.0%
286EXELEXELIXIS INC$4K0.00%+9+9.7%
287GWWGRAINGER W W INC$4K0.00%HELD
288ROSTROSS STORES INC$4K0.00%+20NEW
289MRKMERCK & CO INC$4K0.00%+36NEW
290WDCWESTERN DIGITAL CORP$4K0.00%HELD
291MEDPMEDPACE HLDGS INC$4K0.00%+2+28.6%
292ANFABERCROMBIE & FITCH CO$4K0.00%+47NEW
293LOPEGRAND CANYON ED INC$4K0.00%2−7.4%
294AAMIACADIAN ASSET MANAGEMENT INC$4K0.00%13−14.3%
295BKNGBOOKING HOLDINGS INC$4K0.00%130−99.2%
296AUPHAURINIA PHARMACEUTICALS INC$4K0.00%+9+3.3%
297DASHDOORDASH INC$4K0.00%+27+2700.0%
298CARGCARGURUS INC$4K0.00%+9+7.9%
299EVREVERCORE INC$4K0.00%+1+7.7%
300TTTRANE TECHNOLOGIES PLC$4K0.00%HELD
301MOALTRIA GROUP INC$4K0.00%7−10.0%
302JNJJOHNSON & JOHNSON$4K0.00%+17NEW
303EXPDEXPEDITORS INTL WASH INC$4K0.00%+1+3.6%
304TJXTJX COS INC NEW$4K0.00%1−3.7%
305AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$4K0.00%+14NEW
306PMPHILIP MORRIS INTL INC$4K0.00%+25NEW
307FASTFASTENAL CO$4K0.00%10−10.1%
308RLRALPH LAUREN CORP$4K0.00%+12NEW
309GNTXGENTEX CORP$4K0.00%+186NEW
310ORLYOREILLY AUTOMOTIVE INC$4K0.00%+2+4.8%
311IRMDIRADIMED CORP$4K0.00%+42NEW
312GILDGILEAD SCIENCES INC$4K0.00%4−12.1%
313YUMYUM BRANDS INC$4K0.00%2−7.1%
314CORTCORCEPT THERAPEUTICS INC$4K0.00%100−50.0%
315ATMUATMUS FILTRATION TECHNOLOGIE$4K0.00%+21NEW
316GOLFACUSHNET HLDGS CORP$4K0.00%6−12.2%
317VRTXVERTEX PHARMACEUTICALS INC$4K0.00%+9NEW
318ZTSZOETIS INC$4K0.00%+1+3.0%
319WSMWILLIAMS SONOMA INC$4K0.00%1−4.3%
320HALOHALOZYME THERAPEUTICS INC$4K0.00%1−1.6%
321DDSDILLARDS INC$4K0.00%+1+16.7%
322SEICSEI INVTS CO$4K0.00%HELD
323MAMASTERCARD INCORPORATED$4K0.00%+1+14.3%
324VMIVALMONT INDS INC$4K0.00%+10NEW
325MLIMUELLER INDS INC$4K0.00%1−2.7%
326MNSTMONSTER BEVERAGE CORP NEW$4K0.00%+55NEW
327AITAPPLIED INDL TECHNOLOGIES IN$4K0.00%1−6.3%
328FERGFERGUSON ENTERPRISES INC$4K0.00%+1+6.3%
329TPRTAPESTRY INC$4K0.00%9−24.3%
330UIUBIQUITI INC$4K0.00%2−28.6%
331ROKROCKWELL AUTOMATION INC$4K0.00%+11NEW
332HDHOME DEPOT INC$4K0.00%+12NEW
333EPACENERPAC TOOL GROUP CORP$4K0.00%+108NEW
334IDXXIDEXX LABS INC$4K0.00%+1+16.7%
335VVISA INC$4K0.00%+1+8.3%
336TTCTORO CO$4K0.00%16−27.6%
337ODFLOLD DOMINION FREIGHT LINE IN$4K0.00%+20NEW
338ITWILLINOIS TOOL WKS INC$4K0.00%1−6.3%
339DCIDONALDSON INC$4K0.00%1−2.1%
340DECKDECKERS OUTDOOR CORP$4K0.00%+39NEW
341PGPROCTER AND GAMBLE CO$4K0.00%1−3.6%
342GGGGRACO INC$4K0.00%3−6.1%
343MASMASCO CORP$4K0.00%+1+1.6%
344NSSCNAPCO SEC TECHNOLOGIES INC$4K0.00%2−2.0%
345MANHMANHATTAN ASSOCIATES INC$4K0.00%+6+26.1%
346PHPARKER-HANNIFIN CORP$4K0.00%+68NEW
347GFFGRIFFON CORP$4K0.00%2−3.6%
348SHWSHERWIN WILLIAMS CO$4K0.00%+12NEW
349ROLROLLINS INC$4K0.00%+4+5.9%
350CLCOLGATE PALMOLIVE CO$4K0.00%7−13.5%
351CLXCLOROX CO DEL$4K0.00%+37NEW
352AOSSMITH A O CORP$4K0.00%3−4.9%
353TPLTEXAS PACIFIC LAND CORPORATI$4K0.00%5−38.5%
354HCAHCA HEALTHCARE INC$4K0.00%HELD
355SCCOSOUTHERN COPPER CORP$4K0.00%8−26.7%
356MTDMETTLER TOLEDO INTERNATIONAL$4K0.00%HELD
357CHECHEMED CORP NEW$4K0.00%HELD
358LECOLINCOLN ELEC HLDGS INC$4K0.00%2−11.8%
359LIILENNOX INTL INC$4K0.00%+8NEW
360LLYELI LILLY & CO$4K0.00%+4+0.0%
361LULULULULEMON ATHLETICA INC$4K0.00%+24NEW
362WDFCWD 40 CO$4K0.00%3−14.3%
363CSLCARLISLE COS INC$4K0.00%+11NEW
364YETIYETI HLDGS INC$4K0.00%+100NEW
365GRABGRAB HOLDINGS LIMITED$4K0.00%+4NEW
366STXSEAGATE TECHNOLOGY HLDNGS PL$4K0.00%HELD
367BBWBUILD-A-BEAR WORKSHOP INC$3K0.00%+22+31.0%
368MRVLMARVELL TECHNOLOGY INC$3K0.00%+11+45.8%
369IBPINSTALLED BLDG PRODS INC$3K0.00%2−13.3%
370SBSWSIBANYE STILLWATER LTD$3K0.00%+500NEW
371CTASCINTAS CORP$3K0.00%2−9.1%
372MPWRMONOLITHIC PWR SYS INC$3K0.00%4−57.1%
373EQIXEQUINIX INC$3K0.00%+14NEW
374ULTAULTA BEAUTY INC$3K0.00%2−25.0%
375PERPETUA RESOURCES CORP$3K0.00%+25NEW
376MSIMOTOROLA SOLUTIONS INC$3K0.00%HELD
377PRIMPRIMORIS SVCS CORP$3K0.00%+826NEW
378DELLDELL TECHNOLOGIES INC$3K0.00%HELD
379KMDAKAMADA LTD$3K0.00%122−25.8%
380DOXAMDOCS LTD$3K0.00%+10+31.3%
381MSCIMSCI INC$3K0.00%7−58.3%
382BYNDBEYOND MEAT INC$3K0.00%+3,600NEW
383FTNTFORTINET INC$2K0.00%9,495−99.7%
384TELTE CONNECTIVITY PLC$2K0.00%HELD
385TTDTHE TRADE DESK INC$2K0.00%500−83.3%
386NXPINXP SEMICONDUCTORS N V$2K0.00%HELD
387TDCTERADATA CORP DEL$2K0.00%+19+29.2%
388ROPROPER TECHNOLOGIES INC$2K0.00%+1+20.0%
389FROGJFROG LTD$2K0.00%+11+32.4%
390GLBEGLOBAL E ONLINE LTD$2K0.00%+15+30.0%
391TTWOTAKE-TWO INTERACTIVE SOFTWAR$2K0.00%HELD
392CRWDCROWDSTRIKE HLDGS INC$2K0.00%HELD
393CDNSCADENCE DESIGN SYSTEM INC$2K0.00%HELD
394ADSKAUTODESK INC$2K0.00%13−61.9%
395TBLATABOOLA.COM LTD$2K0.00%HELD
396CRMDCORMEDIX INC$2K0.00%+48NEW
397APPNAPPIAN CORP$2K0.00%+23+52.3%
398ISHARES BITCOIN TRUST ETF$2K0.00%+20NEW
399RDDTREDDIT INC$1K0.00%90−89.1%
400WDAYWORKDAY INC$1K0.00%HELD
401CLBTCELLEBRITE DI LTD$1K0.00%+22+31.4%
402AIC3 AI INC$1K0.00%50,747−99.7%
403TEAMATLASSIAN CORPORATION$1K0.00%HELD
404ARBEARBE ROBOTICS LTD$1K0.00%+317+21.2%
405GSBDGOLDMAN SACHS BDC INC$8880.00%1,700−94.4%
406FULCFULCRUM THERAPEUTICS INC$7670.00%HELD
407SNTSENSTAR TECHNOLOGIES CORP$7580.00%750−75.0%
408AIGAMERICAN INTL GROUP INC$7530.00%+10NEW
409OKLOOKLO INC$3860.00%+10NEW
410UNHUNITEDHEALTH GROUP INC$2710.00%99−99.0%
411AMCAMC ENTMT HLDGS INC$2160.00%HELD
412KOHLS CORP$1890.00%HELD
413ENTEGRIS INC$1380.00%+46NEW
414UCTTULTRA CLEAN HLDGS INC$710.00%+10NEW
415OXYOCCIDENTAL PETE CORP$650.00%499−99.8%
416VRTVERTIV HOLDINGS CO$450.00%+1NEW
417BKSYBLACKSKY TECHNOLOGY INC$250.00%9−90.0%
418HPEHEWLETT PACKARD ENTERPRISE C$240.00%HELD
419CEVACEVA INC$190.00%HELD
420FIVNFIVE9 INC$150.00%539−99.8%
421AEIS 2.5 09/15/28ADVANCED ENERGY INDS$130.00%+1NEW
422PERPETUA RESOURCES CORP$130.00%+125NEW
423PERIPERION NETWORK LTD$100.00%75,635−100.0%
424WUWESTERN UN CO$90.00%HELD
425LPSNUSDLIVEPERSON INC$50.00%517−99.6%
426CGBDCARLYLE SECURED LENDING INC$20.00%+1NEW
427GAUZGAUZY LTD$10.00%4,399−100.0%
428HONHONEYWELL INTL INC460,000EXITED
429MGICMAGIC SOFTWARE ENTERPRISES L252,899EXITED
430ARM HOLDINGS PLC4,950EXITED
431QBTSD-WAVE QUANTUM INC38,500EXITED
432IONQIONQ INC21,000EXITED
433JPMJPMORGAN CHASE & CO.2,240EXITED
434ONONON HLDG AG14,900EXITED
435RGTIRIGETTI COMPUTING INC28,000EXITED
436ALARALARUM TECHNOLOGIES LTD554,363EXITED
437ARANTERO RESOURCES CORP10,589EXITED
438GTLBGITLAB INC9,000EXITED
439GSGOLDMAN SACHS GROUP INC364EXITED
440ONDSONDAS HLDGS INC23,900EXITED
441NUENUCOR CORP1,127EXITED
442NEBIUS GROUP N.V.60EXITED
443CLSKWCLEANSPARK INC100,000EXITED
444S3PSAPIENS INTL CORP N V425EXITED
445HPQHP INC750EXITED
4468QRCONFLUENT INC193EXITED
447PEGAPEGASYSTEMS INC75EXITED
448HWMHOWMET AEROSPACE INC21EXITED
449AWIARMSTRONG WORLD INDS INC NEW22EXITED
450CNSCOHEN & STEERS INC66EXITED
451YELPYELP INC136EXITED
452MCRIMONARCH CASINO & RESORT INC43EXITED
453MCOMOODYS CORP8EXITED
45462CPIPER SANDLER COMPANIES12EXITED
455TROWPRICE T ROWE GROUP INC39EXITED
456ITTITT INC23EXITED
457APPFAPPFOLIO INC17EXITED
458MOSAIC CO NEW21EXITED
459CRVLCORVEL CORP57EXITED
460RMDRESMED INC16EXITED
461IDCCINTERDIGITAL INC12EXITED
462DBXDROPBOX INC137EXITED
463TSCOTRACTOR SUPPLY CO76EXITED
464BKEBUCKLE INC71EXITED
465BLBDBLUE BIRD CORP80EXITED
466QLYSQUALYS INC27EXITED
467NEUNEWMARKET CORP5EXITED
468AZOAUTOZONE INC1EXITED
469VLNVALENS SEMICONDUCTOR LTD1,800EXITED
470DGXXDIGI PWR X INC1,000EXITED
471EVGNEVOGENE LTD750EXITED
472ISHARES BITCOIN TRUST ETF11EXITED
473TOWER SEMICONDUCTOR LTD18EXITED
474DEFI DEVELOPMENT CORP40EXITED

Source: SEC EDGAR · accession 0001213900-26-058122. 13F discloses long positions only — shorts, foreign equities, and options are excluded.