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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1TSMTAIWAN SEMICONDUCTOR MFG LTD$402.917.54%61.05%241.53%$493.1M8.90%HELD
2ESLTELBIT SYS LTD$775.960.89%66.25%451.93%$380.0M6.86%HELD
3TEVATEVA PHARMACEUTICAL INDS LTD$35.061.02%125.68%268.47%$335.9M6.06%HELD
4ENLTENLIGHT RENEWABLE ENERGY LTD$85.545.58%230.96%397.97%$311.6M5.62%HELD
5AMZNAMAZON COM INC$238.515.23%5.54%30.60%$245.4M4.43%HELD
6GOOGLALPHABET INC$334.76-0.58%76.18%131.67%$206.4M3.73%HELD
7ORCLORACLE CORP$125.496.58%-51.28%41.31%$194.8M3.52%HELD
8UBERUBER TECHNOLOGIES INC$69.18-2.84%-20.38%76.79%$179.1M3.23%HELD
9EXEEXPAND ENERGY CORPORATION$90.94-1.64%-6.41%107.93%$162.4M2.93%HELD
10ICEINTERCONTINENTAL EXCHANGE IN$152.29-1.29%-16.85%35.32%$158.4M2.86%HELD
11AAPLAPPLE INC$332.02-1.82%67.77%128.17%$150.2M2.71%HELD
12BABAALIBABA GROUP HLDG LTD$115.430.35%-0.84%-26.80%$137.3M2.48%HELD
13AVGOBROADCOM INC$387.164.55%34.78%753.17%$134.5M2.43%HELD
14PANWPALO ALTO NETWORKS INC$318.501.38%81.72%308.84%$121.6M2.20%HELD
15CRHCRH PLC$96.32-3.39%5.44%113.99%$119.3M2.15%HELD
16ICLICL GROUP LTD$5.161.27%-15.78%-9.33%$114.0M2.06%HELD
17NVDANVIDIA CORPORATION$193.631.91%9.52%751.61%$111.1M2.01%HELD
18NEENEXTERA ENERGY INC$87.43-1.16%29.29%19.57%$108.9M1.97%HELD
19RIORIO TINTO PLC$96.132.64%69.47%76.93%$106.7M1.93%HELD
20LYFTLYFT INC$15.38-0.39%13.40%-67.56%$101.9M1.84%HELD
21QCOMQUALCOMM INC$152.96-1.75%7.27%18.23%$96.2M1.74%HELD
22IBMINTERNATIONAL BUSINESS MACHS$222.12-1.91%-7.13%102.90%$95.3M1.72%HELD
23ALBALBEMARLE CORP$117.042.77%69.99%-48.95%$94.8M1.71%HELD
24CSCOCISCO SYS INC$113.300.73%71.43%119.60%$89.4M1.61%HELD
25NFLXNETFLIX INC$72.53-1.49%-36.45%29.36%$86.1M1.55%HELD
26TRMBTRIMBLE INC$56.49-3.00%-29.53%-38.19%$74.0M1.34%HELD
27ZNGAZOOM COMMUNICATIONS INC$73.2M1.32%HELD
28ARMARM HOLDINGS PLC$236.255.05%63.46%356.26%$72.4M1.31%HELD
29ADIANALOG DEVICES INC$365.693.49%65.33%140.57%$68.4M1.23%HELD
30CHKPCHECK POINT SOFTWARE TECH LT$127.29-8.86%-25.94%11.18%$67.3M1.21%HELD
31TSEMTOWER SEMICONDUCTOR LTD$207.8210.64%$58.0M1.05%HELD
32APPAPPLOVIN CORP$400.050.15%$50.9M0.92%HELD
33SQMSOCIEDAD QUIMICA Y MINERA DE$67.620.10%$50.2M0.91%HELD
34DELEK LOGISTICS PARTNERS LP$48.3M0.87%HELD
35ISRGINTUITIVE SURGICAL INC$350.07-0.86%$43.8M0.79%HELD
36SHOPSHOPIFY INC$124.45-3.65%$43.5M0.78%HELD
37LGIHLGI HOMES INC$57.96-0.16%$43.0M0.78%HELD
38ALABASTERA LABS INC$290.2216.21%$39.4M0.71%HELD
39DEODIAGEO PLC$88.54-0.70%$37.2M0.67%HELD
40HOODROBINHOOD MKTS INC$87.25-2.88%$36.4M0.66%HELD
41ARCCARES CAPITAL CORP$18.66-0.27%$29.7M0.54%HELD
42ORAORMAT TECHNOLOGIES INC$97.333.18%$28.3M0.51%HELD
43TWTRADEWEB MKTS INC$95.78-11.46%$24.1M0.44%HELD
44BXSLBLACKSTONE SECD LENDING FD$22.84-0.82%$17.8M0.32%HELD
45KENKENON HLDGS LTD$66.784.62%$15.5M0.28%HELD
46CCITIGROUP INC$131.253.24%$11.3M0.20%HELD
47ETORETORO GROUP LTD$36.210.50%$10.5M0.19%HELD
48NBISNEBIUS GROUP N.V.$188.9327.47%$9.4M0.17%HELD
49MICROSOFT CORP$9.3M0.17%HELD
50NVMINOVA LTD$390.566.45%$9.2M0.17%HELD
51MSDLMORGAN STANLEY DIRECT LENDIN$14.730.03%$9.1M0.16%HELD
52WMT2WELLS FARGO CO NEW$8.9M0.16%HELD
53GEVGE VERNOVA INC$964.857.17%$8.8M0.16%HELD
54PFLTPENNANTPARK FLOATING RATE CA$6.99-0.57%$8.3M0.15%HELD
55FCXFREEPORT-MCMORAN INC$63.065.12%$6.9M0.13%HELD
56GILTGILAT SATELLITE NETWORKS LTD$10.783.06%$6.7M0.12%HELD
57ODDODDITY TECH LTD$14.73-1.60%$6.6M0.12%HELD
58PYPLPAYPAL HLDGS INC$56.88-2.51%$5.8M0.11%HELD
59TSLXSIXTH STREET SPECIALTY LENDI$17.19-2.44%$5.5M0.10%HELD
60QUREQUANTA SVCS INC$40.651.45%$5.1M0.09%HELD
61BACBANK AMERICA CORP$61.630.92%$4.7M0.09%HELD
62XLFSELECT SECTOR SPDR TR$56.710.04%$4.1M0.07%HELD
63MSFTMICROSOFT CORP$454.6316.41%$4.1M0.07%HELD
64SNSHARKNINJA INC$160.180.60%$4.0M0.07%HELD
65ETNEATON CORP PLC$383.375.94%$3.8M0.07%HELD
66IRENIREN LIMITED$37.5127.99%$3.7M0.07%HELD
67CATCATERPILLAR INC$804.182.74%$3.6M0.07%HELD
68TLNTALEN ENERGY CORP$336.496.42%$3.4M0.06%HELD
69UPBUPSTREAM BIO INC$6.562.31%$3.4M0.06%HELD
70NRGNRG ENERGY INC$133.437.41%$3.4M0.06%HELD
71DDOGDATADOG INC$265.590.53%$3.4M0.06%HELD
72AEPAMERICAN ELEC PWR CO INC$127.88-1.18%$3.2M0.06%HELD
73CEGCONSTELLATION ENERGY CORP$268.444.07%$3.2M0.06%HELD
74WMTWALMART INC$110.80-2.99%$3.2M0.06%HELD
75VSTVISTRA CORP$148.744.15%$3.0M0.05%HELD
76MTZMASTEC INC$320.5611.53%$3.0M0.05%HELD
77COSTCOSTCO WHSL CORP NEW$953.18-2.14%$2.6M0.05%HELD
78NICENICE LTD$98.01-6.67%$2.5M0.04%HELD
79FIXCOMFORT SYS USA INC$1682.9010.72%$2.4M0.04%HELD
80NXTNEXTRACKER INC$99.076.91%$2.4M0.04%HELD
81NTRNUTRIEN LTD$69.82-1.09%$2.2M0.04%HELD
82TSLATESLA INC$306.832.85%$2.2M0.04%HELD
83ABNBAIRBNB INC$151.29-1.12%$2.1M0.04%HELD
84KMIKINDER MORGAN INC DEL$31.41-1.40%$2.1M0.04%HELD
85FSLRFIRST SOLAR INC$203.111.94%$2.1M0.04%HELD
86NYAXNAYAX LTD$66.43-2.34%$2.0M0.04%HELD
87CCJCAMECO CORP$87.923.96%$2.0M0.04%HELD
88CRWVCOREWEAVE INC$75.4224.01%$2.0M0.04%HELD
89SPOTSPOTIFY TECHNOLOGY S A$516.04-1.52%$2.0M0.04%HELD
90HLNHALEON PLC$10.09-1.85%$2.0M0.04%HELD
91IBKRINTERACTIVE BROKERS GROUP IN$89.433.67%$1.9M0.04%HELD
92SOSOUTHERN CO$94.08-2.05%$1.9M0.03%HELD
93DDOMINION ENERGY INC$69.53-1.44%$1.9M0.03%HELD
94NETCLOUDFLARE INC$281.704.19%$1.8M0.03%HELD
95SPDR GOLD TR$1.8M0.03%HELD
96SOFI TECHNOLOGIES INC$1.7M0.03%HELD
97LNGCHENIERE ENERGY INC$256.25-0.91%$1.6M0.03%HELD
98INMDINMODE LTD$15.05-0.69%$1.6M0.03%HELD
99EBAYEBAY INC.$112.68-2.27%$1.6M0.03%HELD
100PTONPELOTON INTERACTIVE INC$6.41-2.81%$1.6M0.03%HELD
101METAMETA PLATFORMS INC$531.79-9.19%$1.6M0.03%HELD
102EMEEMCOR GROUP INC$795.2418.25%$1.6M0.03%HELD
103GLWCORNING INC$133.947.97%$1.5M0.03%HELD
104MICROSTRATEGY INC$1.4M0.03%HELD
105SNDKSANDISK CORP$1252.9523.34%$1.3M0.02%HELD
106HUBBHUBBELL INC$1.3M0.02%HELD
107NBNIOCORP DEVS LTD$1.3M0.02%HELD
108SHELSHELL PLC$1.2M0.02%HELD
109REYNREYNOLDS CONSUMER PRODS INC$1.2M0.02%HELD
110FLNCFLUENCE ENERGY INC$1.2M0.02%HELD
111ETRENTERGY CORP NEW$1.2M0.02%HELD
112CTRACOTERRA ENERGY INC$1.1M0.02%HELD
113AAALCOA CORP$1.1M0.02%HELD
114IREN LIMITED$1.1M0.02%HELD
115CAMTCAMTEK LTD$1.1M0.02%HELD
116VYGRVOYAGER THERAPEUTICS INC$1.1M0.02%HELD
117BWXTBWX TECHNOLOGIES INC$1.1M0.02%HELD
118TERAWULF INC$1.1M0.02%HELD
119EXPE 0 02/15/26EXPEDIA GROUP INC$1.0M0.02%HELD
120WMBWILLIAMS COS INC$1.0M0.02%HELD
121AGXARGAN INC$1.0M0.02%HELD
122CWCURTISS WRIGHT CORP$988K0.02%HELD
123UECURANIUM ENERGY CORP$987K0.02%HELD
124CIFR 1.75 05/15/30CIPHER MINING INC$983K0.02%HELD
125XELXCEL ENERGY INC$980K0.02%HELD
126ALPHABET INC$976K0.02%HELD
127UPSTUPSTART HLDGS INC$970K0.02%HELD
128DUOLDUOLINGO INC$967K0.02%HELD
129NXDRNEXTDOOR HOLDINGS INC$932K0.02%HELD
130FORTYFORMULA SYSTEMS 1985 LTD$926K0.02%HELD
131CPCANADIAN PACIFIC KANSAS CITY$926K0.02%HELD
132WECWEC ENERGY GROUP INC$921K0.02%HELD
133NEBIUS GROUP N.V.$889K0.02%HELD
134OPENOPENDOOR TECHNOLOGIES INC$887K0.02%HELD
135NIOBWNIOCORP DEVS LTD$821K0.01%HELD
136SRESEMPRA$818K0.01%HELD
137GRBKGREEN BRICK PARTNERS INC$812K0.01%HELD
138LOWLOWES COS INC$791K0.01%HELD
139MRNAMODERNA INC$767K0.01%HELD
140BDCBELDEN INC$764K0.01%HELD
141BEBLOOM ENERGY CORP$762K0.01%HELD
142ENTGENTEGRIS INC$719K0.01%HELD
143LENLENNAR CORP$703K0.01%HELD
144DHID R HORTON INC$700K0.01%HELD
145PEGPUBLIC SVC ENTERPRISE GRP IN$650K0.01%HELD
146NXENEXGEN ENERGY LTD$647K0.01%HELD
147BLDRBUILDERS FIRSTSOURCE INC$626K0.01%HELD
148VNTVONTIER CORPORATION$575K0.01%HELD
149MYRGMYR GROUP INC DEL$560K0.01%HELD
150LEUCENTRUS ENERGY CORP$521K0.01%HELD
151TLRYEURTILRAY BRANDS INC$508K0.01%HELD
152ARTELO BIOSCIENCES INC$484K0.01%HELD
153AISPWAIRSHIP AI HLDGS INC$472K0.01%HELD
154SSENTINELONE INC$464K0.01%HELD
155PLUGPLUG POWER INC$426K0.01%HELD
156SNOWSNOWFLAKE INC$418K0.01%HELD
157ITRI 0 03/15/26ITRON INC$410K0.01%HELD
158ENPHENPHASE ENERGY INC$340K0.01%HELD
159NINISOURCE INC$303K0.01%HELD
160COIN 0.5 06/01/26COINBASE GLOBAL INC$275K0.00%HELD
161BARCLAYS BANK PLC$270K0.00%HELD
162MIRMIRION TECHNOLOGIES INC$244K0.00%HELD
163PGYPAGAYA TECHNOLOGIES LTD$230K0.00%HELD
164SONY GROUP CORP$224K0.00%HELD
165VLTOVERALTO CORP$200K0.00%HELD
166SATLSATELLOGIC INC$195K0.00%HELD
167AMDADVANCED MICRO DEVICES INC$180K0.00%HELD
168FBYDWFALCONS BEYOND GLOBAL INC$159K0.00%HELD
169NKENIKE INC$158K0.00%HELD
170AIR PRODS & CHEMS INC$134K0.00%HELD
171PNRPENTAIR PLC$123K0.00%HELD
172PPTAPERPETUA RESOURCES CORP$82K0.00%HELD
173IREN LIMITED$73K0.00%HELD
174DDDUPONT DE NEMOURS INC$58K0.00%HELD
175CFCF INDS HLDGS INC$54K0.00%HELD
176APAAPA CORPORATION$52K0.00%HELD
177FVRRFIVERR INTL LTD$50K0.00%HELD
178XYLXYLEM INC$49K0.00%HELD
179TIGOMILLICOM INTL CELLULAR S A$47K0.00%HELD
180MTDRMATADOR RES CO$47K0.00%HELD
181TGTTARGET CORP$44K0.00%HELD
182SFDSMITHFIELD FOODS INC$43K0.00%HELD
183EIXEDISON INTL$42K0.00%HELD
184SPYSPDR S&P 500 ETF TR$41K0.00%HELD
185EMNEASTMAN CHEM CO$41K0.00%HELD
186VZVERIZON COMMUNICATIONS INC$41K0.00%HELD
187MICROSTRATEGY INC$40K0.00%HELD
188ZIMZIM INTEGRATED SHIPPING SERV$40K0.00%HELD
189CNHCNH INDL N V$38K0.00%HELD
190NOVNOV INC$38K0.00%HELD
191ORMPORAMED PHARMACEUTICALS INC$38K0.00%HELD
192TAT&T INC$38K0.00%HELD
193BYDBOYD GAMING CORP$37K0.00%HELD
194LEALEAR CORP$37K0.00%HELD
195SIRISIRIUSXM HOLDINGS INC$36K0.00%HELD
196CHTRCHARTER COMMUNICATIONS INC N$36K0.00%HELD
197ECXECARX HOLDINGS INC$35K0.00%HELD
198KMXCARMAX INC$35K0.00%HELD
199MOSMOSAIC CO NEW$35K0.00%HELD
200CMCSACOMCAST CORP NEW$35K0.00%HELD
201INGRINGREDION INC$34K0.00%HELD
202RITMRITHM CAPITAL CORP$34K0.00%HELD
203AESAES CORP$34K0.00%HELD
204LKQLKQ CORP$33K0.00%HELD
205POSTPOST HLDGS INC$33K0.00%HELD
206DALDELTA AIR LINES INC DEL$33K0.00%HELD
207PPCPILGRIMS PRIDE CORP$32K0.00%HELD
208UGIUGI CORP NEW$32K0.00%HELD
209ACIALBERTSONS COS INC$31K0.00%HELD
210NXSTNEXSTAR MEDIA GROUP INC$31K0.00%HELD
211NLYANNALY CAPITAL MANAGEMENT IN$31K0.00%HELD
212CAGCONAGRA BRANDS INC$30K0.00%HELD
213PAGPENSKE AUTOMOTIVE GRP INC$30K0.00%HELD
214KOCOCA COLA CO$30K0.00%HELD
215CIRCLE INTERNET GROUP INC$30K0.00%HELD
216CACCCREDIT ACCEP CORP MICH$30K0.00%HELD
217SYFSYNCHRONY FINANCIAL$29K0.00%HELD
218SMRNUSCALE PWR CORP$28K0.00%HELD
219UALUNITED AIRLS HLDGS INC$28K0.00%HELD
220GPNGLOBAL PMTS INC$28K0.00%HELD
221FISVFISERV INC$28K0.00%HELD
222OMFONEMAIN HLDGS INC$27K0.00%HELD
223ADTADT INC DEL$27K0.00%HELD
224MMACYS INC$27K0.00%HELD
225SNPSSYNOPSYS INC$26K0.00%HELD
226LADLITHIA MTRS INC$25K0.00%HELD
227CRSPCRISPR THERAPEUTICS AG$24K0.00%HELD
228ISHARES SILVER TR$20K0.00%HELD
229LRCXLAM RESEARCH CORP$20K0.00%HELD
230KLACKLA CORP$19K0.00%HELD
231AMATAPPLIED MATLS INC$19K0.00%HELD
232TMETENCENT MUSIC ENTMT GROUP$19K0.00%HELD
233SEDGSOLAREDGE TECHNOLOGIES INC$18K0.00%HELD
234BNAIWBRAND ENGAGEMENT NETWORK INC$17K0.00%HELD
235MUMICRON TECHNOLOGY INC$17K0.00%HELD
236PLXPROTALIX BIOTHERAPEUTICS INC$17K0.00%HELD
237OPKOPKO HEALTH INC$17K0.00%HELD
238TXNTEXAS INSTRS INC$17K0.00%HELD
239DRTSALPHA TAU MEDICAL LTD$16K0.00%HELD
240HIPOHIPPO HLDGS INC$16K0.00%HELD
241ONDAS HLDGS INC$14K0.00%HELD
242MNDYMONDAY COM LTD$14K0.00%HELD
243MDBMONGODB INC$14K0.00%HELD
244ADBEADOBE INC$13K0.00%HELD
245MSTRMICROSTRATEGY INC$12K0.00%HELD
246PLTRPALANTIR TECHNOLOGIES INC$12K0.00%HELD
247INTCINTEL CORP$12K0.00%HELD
248FICOFAIR ISAAC CORP$12K0.00%HELD
249VRSKVERISK ANALYTICS INC$12K0.00%HELD
250TIGRUP FINTECH HLDG LTD$11K0.00%HELD
251ANETARISTA NETWORKS INC$11K0.00%HELD
252NTAPNETAPP INC$11K0.00%HELD
253APHAMPHENOL CORP NEW$11K0.00%HELD
254CIPHER MINING INC$11K0.00%HELD
255SPGIS&P GLOBAL INC$10K0.00%HELD
256PLTKPLAYTIKA HLDG CORP$10K0.00%HELD
257INVESCO QQQ TR$9K0.00%HELD
258BLKBBLACKBAUD INC$9K0.00%HELD
259CRMSALESFORCE INC$9K0.00%HELD
260PPURE STORAGE INC$9K0.00%HELD
261ARESARES MANAGEMENT CORPORATION$9K0.00%HELD
262ACNACCENTURE PLC IRELAND$9K0.00%HELD
263CGENCOMPUGEN LTD$9K0.00%HELD
264KIDZWCLASSOVER HLDGS INC$8K0.00%HELD
265DKNGDRAFTKINGS INC NEW$8K0.00%HELD
266INTUINTUIT$8K0.00%HELD
267RBLXROBLOX CORP$8K0.00%HELD
268INODINNODATA INC$7K0.00%HELD
269NOWSERVICENOW INC$7K0.00%HELD
270REEREE AUTOMOTIVE LTD$7K0.00%HELD
271FDSFACTSET RESH SYS INC$7K0.00%HELD
272MELIMERCADOLIBRE INC$7K0.00%HELD
273CHWYCHEWY INC$7K0.00%HELD
274NVRNVR INC$7K0.00%HELD
275WIXWIX COM LTD$6K0.00%HELD
276LPSN 0 12/15/26LIVEPERSON INC$6K0.00%HELD
277RPDRAPID7 INC$6K0.00%HELD
278AVIS BUDGET GROUP$5K0.00%HELD
279DJTWWTRUMP MEDIA & TECHNOLOGY GRO$5K0.00%HELD
280IESCIES HLDGS INC$5K0.00%HELD
281ESTCELASTIC N V$5K0.00%HELD
282LAURLAUREATE EDUCATION INC$5K0.00%HELD
283CRUSCIRRUS LOGIC INC$4K0.00%HELD
284VRSNVERISIGN INC$4K0.00%HELD
285KFRCKFORCE INC$4K0.00%HELD
286EXELEXELIXIS INC$4K0.00%HELD
287GWWGRAINGER W W INC$4K0.00%HELD
288ROSTROSS STORES INC$4K0.00%HELD
289MRKMERCK & CO INC$4K0.00%HELD
290WDCWESTERN DIGITAL CORP$4K0.00%HELD
291MEDPMEDPACE HLDGS INC$4K0.00%HELD
292ANFABERCROMBIE & FITCH CO$4K0.00%HELD
293LOPEGRAND CANYON ED INC$4K0.00%HELD
294AAMIACADIAN ASSET MANAGEMENT INC$4K0.00%HELD
295BKNGBOOKING HOLDINGS INC$4K0.00%HELD
296AUPHAURINIA PHARMACEUTICALS INC$4K0.00%HELD
297DASHDOORDASH INC$4K0.00%HELD
298CARGCARGURUS INC$4K0.00%HELD
299EVREVERCORE INC$4K0.00%HELD
300TTTRANE TECHNOLOGIES PLC$4K0.00%HELD
301MOALTRIA GROUP INC$4K0.00%HELD
302JNJJOHNSON & JOHNSON$4K0.00%HELD
303EXPDEXPEDITORS INTL WASH INC$4K0.00%HELD
304TJXTJX COS INC NEW$4K0.00%HELD
305AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$4K0.00%HELD
306PMPHILIP MORRIS INTL INC$4K0.00%HELD
307FASTFASTENAL CO$4K0.00%HELD
308RLRALPH LAUREN CORP$4K0.00%HELD
309GNTXGENTEX CORP$4K0.00%HELD
310ORLYOREILLY AUTOMOTIVE INC$4K0.00%HELD
311IRMDIRADIMED CORP$4K0.00%HELD
312GILDGILEAD SCIENCES INC$4K0.00%HELD
313YUMYUM BRANDS INC$4K0.00%HELD
314CORTCORCEPT THERAPEUTICS INC$4K0.00%HELD
315ATMUATMUS FILTRATION TECHNOLOGIE$4K0.00%HELD
316GOLFACUSHNET HLDGS CORP$4K0.00%HELD
317VRTXVERTEX PHARMACEUTICALS INC$4K0.00%HELD
318ZTSZOETIS INC$4K0.00%HELD
319WSMWILLIAMS SONOMA INC$4K0.00%HELD
320HALOHALOZYME THERAPEUTICS INC$4K0.00%HELD
321DDSDILLARDS INC$4K0.00%HELD
322SEICSEI INVTS CO$4K0.00%HELD
323MAMASTERCARD INCORPORATED$4K0.00%HELD
324VMIVALMONT INDS INC$4K0.00%HELD
325MLIMUELLER INDS INC$4K0.00%HELD
326MNSTMONSTER BEVERAGE CORP NEW$4K0.00%HELD
327AITAPPLIED INDL TECHNOLOGIES IN$4K0.00%HELD
328FERGFERGUSON ENTERPRISES INC$4K0.00%HELD
329TPRTAPESTRY INC$4K0.00%HELD
330UIUBIQUITI INC$4K0.00%HELD
331ROKROCKWELL AUTOMATION INC$4K0.00%HELD
332HDHOME DEPOT INC$4K0.00%HELD
333EPACENERPAC TOOL GROUP CORP$4K0.00%HELD
334IDXXIDEXX LABS INC$4K0.00%HELD
335VVISA INC$4K0.00%HELD
336TTCTORO CO$4K0.00%HELD
337ODFLOLD DOMINION FREIGHT LINE IN$4K0.00%HELD
338ITWILLINOIS TOOL WKS INC$4K0.00%HELD
339DCIDONALDSON INC$4K0.00%HELD
340DECKDECKERS OUTDOOR CORP$4K0.00%HELD
341PGPROCTER AND GAMBLE CO$4K0.00%HELD
342GGGGRACO INC$4K0.00%HELD
343MASMASCO CORP$4K0.00%HELD
344NSSCNAPCO SEC TECHNOLOGIES INC$4K0.00%HELD
345MANHMANHATTAN ASSOCIATES INC$4K0.00%HELD
346PHPARKER-HANNIFIN CORP$4K0.00%HELD
347GFFGRIFFON CORP$4K0.00%HELD
348SHWSHERWIN WILLIAMS CO$4K0.00%HELD
349ROLROLLINS INC$4K0.00%HELD
350CLCOLGATE PALMOLIVE CO$4K0.00%HELD
351CLXCLOROX CO DEL$4K0.00%HELD
352AOSSMITH A O CORP$4K0.00%HELD
353TPLTEXAS PACIFIC LAND CORPORATI$4K0.00%HELD
354HCAHCA HEALTHCARE INC$4K0.00%HELD
355SCCOSOUTHERN COPPER CORP$4K0.00%HELD
356MTDMETTLER TOLEDO INTERNATIONAL$4K0.00%HELD
357CHECHEMED CORP NEW$4K0.00%HELD
358LECOLINCOLN ELEC HLDGS INC$4K0.00%HELD
359LIILENNOX INTL INC$4K0.00%HELD
360LLYELI LILLY & CO$4K0.00%HELD
361LULULULULEMON ATHLETICA INC$4K0.00%HELD
362WDFCWD 40 CO$4K0.00%HELD
363CSLCARLISLE COS INC$4K0.00%HELD
364YETIYETI HLDGS INC$4K0.00%HELD
365GRABGRAB HOLDINGS LIMITED$4K0.00%HELD
366STXSEAGATE TECHNOLOGY HLDNGS PL$4K0.00%HELD
367BBWBUILD-A-BEAR WORKSHOP INC$3K0.00%HELD
368MRVLMARVELL TECHNOLOGY INC$3K0.00%HELD
369IBPINSTALLED BLDG PRODS INC$3K0.00%HELD
370SBSWSIBANYE STILLWATER LTD$3K0.00%HELD
371CTASCINTAS CORP$3K0.00%HELD
372MPWRMONOLITHIC PWR SYS INC$3K0.00%HELD
373EQIXEQUINIX INC$3K0.00%HELD
374ULTAULTA BEAUTY INC$3K0.00%HELD
375PERPETUA RESOURCES CORP$3K0.00%HELD
376MSIMOTOROLA SOLUTIONS INC$3K0.00%HELD
377PRIMPRIMORIS SVCS CORP$3K0.00%HELD
378DELLDELL TECHNOLOGIES INC$3K0.00%HELD
379KMDAKAMADA LTD$3K0.00%HELD
380DOXAMDOCS LTD$3K0.00%HELD
381MSCIMSCI INC$3K0.00%HELD
382BYNDBEYOND MEAT INC$3K0.00%HELD
383FTNTFORTINET INC$2K0.00%HELD
384TELTE CONNECTIVITY PLC$2K0.00%HELD
385TTDTHE TRADE DESK INC$2K0.00%HELD
386NXPINXP SEMICONDUCTORS N V$2K0.00%HELD
387TDCTERADATA CORP DEL$2K0.00%HELD
388ROPROPER TECHNOLOGIES INC$2K0.00%HELD
389FROGJFROG LTD$2K0.00%HELD
390GLBEGLOBAL E ONLINE LTD$2K0.00%HELD
391TTWOTAKE-TWO INTERACTIVE SOFTWAR$2K0.00%HELD
392CRWDCROWDSTRIKE HLDGS INC$2K0.00%HELD
393CDNSCADENCE DESIGN SYSTEM INC$2K0.00%HELD
394ADSKAUTODESK INC$2K0.00%HELD
395TBLATABOOLA.COM LTD$2K0.00%HELD
396CRMDCORMEDIX INC$2K0.00%HELD
397APPNAPPIAN CORP$2K0.00%HELD
398ISHARES BITCOIN TRUST ETF$2K0.00%HELD
399RDDTREDDIT INC$1K0.00%HELD
400WDAYWORKDAY INC$1K0.00%HELD
401CLBTCELLEBRITE DI LTD$1K0.00%HELD
402AIC3 AI INC$1K0.00%HELD
403TEAMATLASSIAN CORPORATION$1K0.00%HELD
404ARBEARBE ROBOTICS LTD$1K0.00%HELD
405GSBDGOLDMAN SACHS BDC INC$8880.00%HELD
406FULCFULCRUM THERAPEUTICS INC$7670.00%HELD
407SNTSENSTAR TECHNOLOGIES CORP$7580.00%HELD
408AIGAMERICAN INTL GROUP INC$7530.00%HELD
409OKLOOKLO INC$3860.00%HELD
410UNHUNITEDHEALTH GROUP INC$2710.00%HELD
411AMCAMC ENTMT HLDGS INC$2160.00%HELD
412KOHLS CORP$1890.00%HELD
413ENTEGRIS INC$1380.00%HELD
414UCTTULTRA CLEAN HLDGS INC$710.00%HELD
415OXYOCCIDENTAL PETE CORP$650.00%HELD
416VRTVERTIV HOLDINGS CO$450.00%HELD
417BKSYBLACKSKY TECHNOLOGY INC$250.00%HELD
418HPEHEWLETT PACKARD ENTERPRISE C$240.00%HELD
419CEVACEVA INC$190.00%HELD
420FIVNFIVE9 INC$150.00%HELD
421AEIS 2.5 09/15/28ADVANCED ENERGY INDS$130.00%HELD
422PERPETUA RESOURCES CORP$130.00%HELD
423PERIPERION NETWORK LTD$100.00%HELD
424WUWESTERN UN CO$90.00%HELD
425LPSNUSDLIVEPERSON INC$50.00%HELD
426CGBDCARLYLE SECURED LENDING INC$20.00%HELD
427GAUZGAUZY LTD$10.00%HELD

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