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Institutional

Andra AP-fonden

CIK 0001535452
$8.39B
Reported AUM
396
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Andra AP-fonden · Q1 2026

AI · grounded in 13F

Andra AP-fonden established a new position in AZN valued at $347.1M. The fund also increased its holdings in GOOG by 186.5% and GOOGL by 93.4%. On the sell side, the fund closed its position in MICC, reducing its exposure by $57.7M. Other notable reductions include trimming shares of NTAP by 93.4% and KLAC by 86.3%.

Portfolio · Q1 2026

NVDA$614.4MAAPL$553.2MMSFTAZNAMZNGOOGLGOOGAVGOMETAOther$5.04BAA

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$614.4M7.32%+1,430,621+68.4%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$553.2M6.59%+917,479+72.7%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$382.4M4.56%+470,798+83.7%
4AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$347.1M4.14%+236,302NEW
5AMZNAMAZON$246.03-3.06%15.20%47.87%$289.8M3.45%+581,443+71.8%
6GOOGLALPHABET INC CAP STK$368.53-0.98%112.92%175.80%$245.9M2.93%+413,061+93.4%
7GOOGALPHABET INC$365.76-0.95%109.82%172.71%$206.6M2.46%+468,938+186.5%
8AVGOBROAD$385.73-7.92%57.48%771.51%$201.1M2.40%+323,393+99.1%
9METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$185.9M2.21%+181,412+126.4%
10LLYELI LILLY & CO$1131.420.55%48.00%387.10%$117.0M1.39%+44,003+52.9%
11JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$112.6M1.34%+141,684+58.8%
12JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$97.3M1.16%+55,772+16.3%
13WMTWALMART INC$118.880.97%22.99%166.67%$86.9M1.04%+382,540+120.9%
14MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$69.7M0.83%+13,428+10.7%
15MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$68.8M0.82%+19,797+10.8%
16VVISA INC$323.571.06%-11.91%36.33%$68.6M0.82%+18,859+9.1%
17AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$64.3M0.77%+220,492+230.4%
18COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$62.4M0.74%+46,342+284.7%
19ABBVABBVIE INC$227.231.02%23.60%135.68%$61.7M0.74%+86,969+44.2%
20PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$59.6M0.71%+22,663+5.9%
21KOCOCA COLA CO$79.483.46%14.62%60.54%$50.9M0.61%+213,584+46.9%
22GEGE AEROSPACE$328.000.11%28.99%419.83%$48.5M0.58%+113,493+197.8%
23HDHOME DEPOT INC$310.780.27%-12.61%7.24%$47.4M0.56%+51,402+55.4%
24NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$46.7M0.56%179,520−27.0%
25CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$44.5M0.53%+107,689+23.1%
26MRKMERCK & CO INC$120.790.44%58.51%82.35%$43.8M0.52%63,615−14.9%
27PEPPEPSICO INC$141.92-0.16%14.71%5.94%$43.2M0.51%+196,177+239.5%
28PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$41.6M0.50%+210,825+272.2%
29TJXTJX COS INC NEW$160.711.31%26.64%151.20%$40.0M0.48%55,555−18.2%
30BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$39.7M0.47%+490,801+151.4%
31LRCXLAM RESEARCH CORP$303.28-9.85%$38.2M0.45%284,061−61.4%
32AEMAGNICO EAGLE MINES LTD$163.66-7.41%$35.5M0.42%4,926−3.8%
33RYROYAL BK CDA$194.04-0.48%$35.3M0.42%+140,974+875.5%
34WMT2WELLS FARGO & CO$35.0M0.42%+44,900+11.4%
35QCOMQUAL$215.94-10.98%$34.5M0.41%716,916−72.8%
36KGCKINROSS GOLD CORP$26.22-8.32%$33.6M0.40%599,728−43.2%
37NEENEXTERA ENERGY INC$85.840.19%$33.5M0.40%+238,041+194.4%
38NUNU HLDGS LTD ORD SHS$11.97-1.24%$33.4M0.40%+850,600+57.7%
39ORCLORACLE CORP$213.68-9.59%$33.0M0.39%+103,374+85.3%
40AMATAPPLIED MATLS INC$453.01-9.71%$32.1M0.38%217,611−69.9%
41GILDGILEAD SCIENCES INC$129.16-0.02%$31.0M0.37%260,199−53.9%
42ANETARISTA NETWORKS INC$154.27-7.07%$30.7M0.37%+46,000+22.5%
43SHOPSHOPIFY INC$109.54-5.60%$30.6M0.36%+115,812+166.9%
44APHAMPHENOL CORP$138.81-5.42%$30.3M0.36%+117,453+96.2%
45BKNGBOOKING HOLDINGS INC$165.84-0.99%$29.9M0.36%+822+13.1%
46WELLWELLTOWER INC$206.933.03%$29.8M0.36%+15,800+11.7%
47LINLINDE PLC$507.900.09%$29.8M0.36%+15,815+35.7%
48IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$29.8M0.35%+23,800+24.0%
49DISDISNEY WALT CO$99.710.37%$29.7M0.35%+9,920+3.3%
50ADIANALOG DEVICES INC$401.39-6.38%$29.5M0.35%+44,900+94.0%
51GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$29.3M0.35%1,840−5.0%
52ALNYALNYLAM PHARMACEUTICALS INC$303.05-0.19%$28.7M0.34%+38,157+78.6%
53MSMORGAN STANLEY$211.93-2.90%$28.5M0.34%+153,623+783.9%
54TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$28.4M0.34%+53,990+1411.9%
55UNHUNITEDHEALTH GROUP INC$399.470.76%$27.3M0.33%+79,823+376.7%
56MCDMCDONALDS CORP$279.842.61%$27.1M0.32%+79,211+995.1%
57AXPAMERICAN EXPRESS CO$310.66-0.60%$27.0M0.32%+22,320+33.3%
58ECLECOLAB INC$26.3M0.31%3,155−3.1%
59SUNBSUNBELT RENTALS HOLDINGS INC$80.691.68%$26.2M0.31%+5,520NEW
60APPAPPLOVIN CORP$557.20-0.30%$25.7M0.31%39,497−37.9%
61PHPARKER-HANNIFIN CORP$882.341.16%$25.7M0.31%+13,611+90.3%
62INTCINTEL CORP$99.17-11.28%$25.5M0.30%+387,386+203.6%
63CCITIGROUP INC$132.47-1.98%$25.5M0.30%60,900−21.3%
64CMCANADIAN IMPERIAL BANK OF CO$108.84-0.25%$25.4M0.30%38,456−16.6%
65TXNTEXAS INSTRS INC$285.06-6.65%$24.6M0.29%130,514−50.7%
66INCYINCYTE CORP$103.260.86%$24.4M0.29%137,252−34.6%
67SHWSHERWIN WILLIAMS CO$305.301.74%$24.2M0.29%+14,360+23.5%
68SCHWSCHWAB CHARLES CORP$88.840.95%$24.1M0.29%+57,306+28.7%
69MMM3M CO$153.760.65%$24.1M0.29%16,869−9.2%
70UBERUBER TECHNOLOGIES INC$70.71-2.08%$23.7M0.28%55,498−14.4%
71NEMNEWMONT CORP$99.71-7.96%$23.4M0.28%76,697−26.2%
72RDDTREDDIT INC$173.45-5.69%$23.2M0.28%+103,972+152.6%
73DASHDOORDASH INC$156.80-2.04%$23.2M0.28%+47,160+44.0%
74ISRGINTUITIVE SURGICAL INC$422.060.77%$23.1M0.27%+29,168+139.7%
75WDCWESTERN DIGITAL CORP$511.72-11.08%$22.1M0.26%178,663−68.6%
76HCAHCA HEALTHCARE INC$372.132.85%$22.0M0.26%+1,263+2.8%
77MDTMEDTRONIC PLC$81.67-0.32%$22.0M0.26%10,400−3.9%
78FASTFASTENAL CO$46.79-0.78%$21.8M0.26%559,081−54.4%
79INTUINTUIT$296.76-1.73%$21.7M0.26%15,280−23.3%
80LOWLOWES COS INC$210.741.55%$21.7M0.26%71,607−43.8%
81GRMNGARMIN LTD$236.57-2.23%$21.7M0.26%7,744−7.7%
82SYKSTRYKER CORPORATION$305.661.48%$21.4M0.25%+15,095+30.2%
83ABTABBOTT LABORATORIES$91.070.32%$21.2M0.25%118,500−36.4%
84TAT&T INC$22.75-0.09%$21.1M0.25%491,513−40.3%
85NOWSERVICENOW INC$112.45-5.79%$21.1M0.25%22,520−10.0%
86PLDPROLOGIS INC.$144.540.52%$20.8M0.25%+104,009+196.2%
87IQVIQVIA HLDGS INC$184.410.52%$20.7M0.25%+92,505+320.1%
88BNSBANK NOVA SCOTIA B C$80.56-1.02%$20.7M0.25%+214,560NEW
89RCIROGERS$37.63-1.08%$20.6M0.25%+385,180NEW
90VRTVERTIV HOLDINGS CO$300.51-7.23%$20.4M0.24%+13,921+20.6%
91ROKROCKWELL AUTOMATION INC$446.71-3.36%$20.4M0.24%+6,863+13.8%
92CBCHUBB LTD SWITZ$326.273.74%$20.2M0.24%+48,183+347.6%
93BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$20.2M0.24%348,938−51.2%
94NBIXNEUROCRINE BIOSCIENCES INC$163.68-0.12%$19.5M0.23%+80,291+118.2%
95EIXEDISON INTL$73.332.12%$19.4M0.23%+27,596+11.6%
96VZVERIZON$45.371.11%$19.4M0.23%379,958−49.6%
97MNSTMONSTER BEVERAGE CORP NEW$89.551.14%$19.4M0.23%+154,981+137.8%
98VLTOVERALTO CORP$86.051.55%$19.3M0.23%+33,600+18.2%
99FIXCOMFORT SYS USA INC$1843.94-3.69%$19.3M0.23%+6,213+79.7%
100COFCAPITAL ONE FINL CORP$180.67-1.38%$19.3M0.23%67,108−38.8%
101JCIJOHNSON CONTROLS INTERNATION$19.3M0.23%+96,813+192.6%
102HOODROBINHOOD MKTS INC$19.1M0.23%+74,300+37.0%
103SPGSIMON PPTY GROUP INC NEW$18.9M0.23%+72,062+244.3%
104RMDRESMED INC$18.9M0.23%+68,661+437.8%
105KLACKLA CORP$18.8M0.22%80,092−86.3%
106UNPUNION PAC CORP$18.6M0.22%+64,375+532.1%
107ROSTROSS STORES INC$18.5M0.22%109,178−56.1%
108GLWCORNING INC$18.5M0.22%+110,112+429.5%
109EAELECTRONIC ARTS INC$18.1M0.22%178,038−66.7%
110AMGNAMGEN INC$17.7M0.21%11,734−18.9%
111TELTE CONNECTIVITY PLC ORD$17.7M0.21%71,706−45.9%
112SPGIS&P GLOBAL INC$17.7M0.21%+25,910+166.0%
113NSCNORFOLK SOUTHN CORP$17.5M0.21%+43,773+253.9%
114CRWDCROWDSTRIKE HLDGS INC$17.5M0.21%+27,360+157.7%
115DEDEERE & CO$17.4M0.21%+16,823+120.3%
116ADSKAUTODESK INC$17.3M0.21%36,118−33.3%
117GEVGE VERNOVA INC$17.0M0.20%+8,759+81.9%
118TPRTAPESTRY INC$16.9M0.20%15,300−11.3%
119IDXXIDEXX LABS INC$16.6M0.20%8,789−22.9%
120NTRANATERA INC$16.5M0.20%+54,537+193.4%
121USBUS BANCORP$16.1M0.19%27,300−8.1%
122MRVLMARVELL TECHNOLOGY INC$16.1M0.19%+154,335+1800.5%
123TERTERADYNE INC$16.0M0.19%155,820−74.3%
124ORLYOREILLY AUTOMOTIVE INC$15.9M0.19%+58,642+51.4%
125FDXFEDEX CORP$15.9M0.19%+3,278+7.9%
126CBRECBRE GROUP INC$15.8M0.19%27,728−19.2%
127PNCPNC FINL SVCS GROUP INC$15.8M0.19%+49,299+186.7%
128ELLAUDER ESTEE COS INC$15.6M0.19%+175,730+418.4%
129NDSNNORDSON CORP$15.6M0.19%+54,326+1234.7%
130CRDOCREDO TECHNOLOGY GROUP HOLDI$15.6M0.19%69,117−29.4%
131FNVFRANCO NEV CORP$15.5M0.18%+132+0.3%
132UTHRUNITED THERAPEUTICS CORP DEL$15.5M0.18%3,456−11.7%
133CSXCSX CORP$15.5M0.18%+167,147+79.8%
134EXPEEXPEDIA GROUP INC$15.4M0.18%38,827−36.7%
135FSLRFIRST SOLAR INC$15.4M0.18%+54,271+226.3%
136ADBEADOBE INC$15.4M0.18%55,251−46.6%
137SPOTSPOTIFY TECHNOLOGY S A$15.0M0.18%+2,400+8.4%
138EMREMERSON ELEC CO$14.9M0.18%+64,113+129.8%
139PANWPALO ALTO NETWORKS INC$14.8M0.18%12,400−11.9%
140ULTAULTA BEAUTY INC$14.6M0.17%126,582−81.9%
141LVSLAS VEGAS SANDS CORP$14.6M0.17%+116,100+74.9%
142LHLABCORP HOLDINGS INC$14.6M0.17%+20,182+58.5%
143VEEVVEEVA SYS INC CL A$14.6M0.17%32,100−27.9%
144DHRDANAHER CORP DEL$14.5M0.17%+66,405+648.7%
145FOXAFOX CORP CL A$14.4M0.17%+166,822+208.1%
146PAASPAN AMERN SILVER CORP$14.3M0.17%+140,563+293.6%
147SSNCSS&C TECH HLDGS$14.3M0.17%+205,600+3879.2%
148WBDWARNER BROS DISCOVERY INC$14.2M0.17%+237,435+84.9%
149CMECME GROUP INC$14.2M0.17%54,650−53.2%
150ADPAUTOMATIC DATA PROCESSING IN$14.2M0.17%+27,449+65.0%
151BRBROADRIDGE FINL SOLUTIONS IN$14.1M0.17%+22,600+35.1%
152TRVTRAVELERS$14.0M0.17%+38,544+403.2%
153MCOMOODYS CORP$13.8M0.16%+25,839+445.5%
154WSTWEST PHARMACEUTICAL SVSC INC$13.8M0.16%+48,327+723.5%
155ROLROLLINS INC$13.7M0.16%+159,263+164.9%
156UBSUBS GROUP AG$13.6M0.16%+376,955+578.5%
157ITWILLINOIS TOOL WKS INC$13.6M0.16%49,594−48.8%
158FFIVF5 INC$13.5M0.16%37,778−44.7%
159AERAERCAP HOLDINGS NV$13.5M0.16%+58,543+147.8%
160NXPINXP SEMICONDUCTORS N V$13.4M0.16%244,559−78.2%
161CTASCINTAS CORP$13.3M0.16%+8,669+12.4%
162ETNEATON CORP PLC$13.0M0.15%+12,656+53.6%
163WPMWHEATON PRECIOUS METALS CORP$12.9M0.15%6,986−9.0%
164STXSEAGATE TECHNOLOGY HLDNGS PL ORD$12.8M0.15%+32,687NEW
165ABNBAIRBNB INC$12.8M0.15%+13,330+15.2%
166INSMINSMED INC$12.7M0.15%+41,670+114.8%
167HWMHOWMET AEROSPACE INC$12.5M0.15%+33,972+166.5%
168ACNACCENTURE PLC IRELAND$12.5M0.15%73,582−53.9%
169TTTRANE TECHNOLOGIES PLC$12.5M0.15%+23,480+361.2%
170WDAYWORKDAY INC$12.5M0.15%+17,500+22.3%
171SCCOSOUTHERN COPPER CORP$12.5M0.15%+69,620+2439.4%
172BEBLOOM ENERGY CORP$12.4M0.15%27,418−23.0%
173MCKMCKESSON CORP$12.4M0.15%7,499−34.3%
174NKENIKE INC$12.4M0.15%+221,617+1731.4%
175FOXFOX CORP CL B$12.2M0.15%523,778−69.5%
176FERGFERGUSON ENTERPRISES INC$12.2M0.15%21,000−28.6%
177DELLDELL TECHNOLOGIES INC$12.2M0.15%+35,335+90.8%
178MDBMONGODB INC$12.1M0.14%+22,636+84.2%
179CMICUMMINS INC$12.0M0.14%+10,400+87.2%
180CORCENCORA INC$11.9M0.14%+5,580+17.2%
181PODDINSULET CORP$11.8M0.14%21,000−27.2%
182FEFIRSTENERGY CORP$11.8M0.14%+160,200+223.1%
183AAGILENT TECHNOLOGIES INC$11.6M0.14%11,400−10.1%
184DDOMINION ENERGY INC$11.6M0.14%+162,997+682.2%
185HLTHILTON WORLDWIDE HLDGS INC$11.5M0.14%+28,466+300.8%
186FERFERROVIAL SE ORD$11.3M0.13%+151,009+288.5%
187AZOAUTOZONE INC$11.2M0.13%850−20.4%
188BAPCREDICORP LTD$11.1M0.13%HELD
189NDAQNASDAQ INC$11.1M0.13%3,617−2.7%
190DLTRDOLLAR TREE INC$11.0M0.13%+62,947+167.1%
191CDNSCADENCE DESIGN SYSTEM INC$10.9M0.13%+32,783+507.9%
192VMCVULCAN MATLS CO$10.9M0.13%+40,027NEW
193VRTXVERTEX PHARMACEUTICALS INC$10.7M0.13%12,037−33.5%
194BSXBOSTON SCIENTIFIC CORP$10.7M0.13%+100,406+144.4%
195TOSTTOAST INC$10.6M0.13%194,933−32.8%
196GGGGRACO INC$10.5M0.13%+36,969+42.4%
197CTVACORTEVA INC$10.5M0.12%178,132−58.7%
198RKTROCKET COS INC$10.4M0.12%+236,632+48.0%
199ILMNILLUMINA INC$10.4M0.12%62,663−42.7%
200UPSUNITED PARCEL SVCS INC$10.2M0.12%62,034−37.4%
201EBAYEBAY INC.$10.2M0.12%118,313−51.4%
202FTSFORTIS INC$9.9M0.12%+95,445+292.3%
203MARMARRIOTT INTL INC NEW$9.8M0.12%+30,001NEW
204PNRPENTAIR PLC$9.7M0.12%94,200−45.7%
205XYLXYLEM INC$9.7M0.12%+80,884NEW
206MRSHMARSH & MCLENNAN COS INC$9.6M0.11%+1,300+2.4%
207CPCANADIAN PACIFIC KANSAS CITY$9.6M0.11%+87,620NEW
208BIIBBIOGEN INC$9.5M0.11%+49,500+1980.0%
209OMCOMNI$9.4M0.11%71,096−36.3%
210AEPAMERICAN ELEC PWR CO INC$9.3M0.11%6,300−8.1%
211STESTERIS PLC$9.3M0.11%+3,973+10.4%
212CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9.2M0.11%307,949−67.2%
213EWEDWARDS LIFESCIENCES CORP$9.2M0.11%+84,969+283.2%
214FICOFAIR ISAAC CORP$9.2M0.11%+6,960+424.4%
215DGDOLLAR GEN CORP$9.1M0.11%+57,200+292.8%
216XYZBLOCK INC$9.0M0.11%+54,081+56.7%
217CLSCELESTICA INC$8.8M0.11%+22,500NEW
218MLMMARTIN MARIETTA MATLS INC$8.8M0.10%+14,947NEW
219STNESTONECO LTD$8.7M0.10%+240,000+64.1%
220CINFCINCINNATI FINL CORP$8.6M0.10%+40,141+278.8%
221AXONAXON ENTERPRISE INC$8.6M0.10%2,721−11.9%
222WABWABTEC$8.5M0.10%102,797−75.1%
223RPRXROYALTY PHARMA PLC$8.5M0.10%+177,500NEW
224OREALTY IN$8.3M0.10%+136,371NEW
225CFGCITIZENS FINL GROUP INC$8.3M0.10%+29,300+26.8%
226CCL1EURCARNIVAL CORP$8.3M0.10%664,817−67.5%
227EQIXEQUINIX INC$8.2M0.10%+5,858+232.7%
228AGIALAMOS GOLD INC$8.0M0.10%+107,372+485.0%
229URIUNITED RENTALS INC$7.8M0.09%+6,528+158.4%
230DBDEUTSCHE BK AG$7.8M0.09%+255,589+479.8%
231NRGNRG ENERGY INC$7.7M0.09%87,949−62.5%
232AMTAMERICAN TOWER CORP$7.7M0.09%79,015−63.9%
233STLDSTEEL DYNAMICS INC$7.6M0.09%+39,991+1714.9%
234RCLROYAL CARIBBEAN GROUP$7.6M0.09%7,654−21.8%
235CHRWC H ROBINSON WORLDWIDE IN$7.5M0.09%+23,541+109.3%
236CCJCAMECO CORP$7.5M0.09%+32,107+186.9%
237SNOWSNOWFLAKE INC$7.4M0.09%+1,300+2.7%
238PNFPPINNACLE FINL PARTNERS INC$7.4M0.09%+85,700NEW
239TDGTRANSDIGM GROUP INC$7.4M0.09%+4,332+215.3%
240DXCMDEX$7.3M0.09%108,937−48.3%
241AFRMAFFIRM HLDGS INC$7.3M0.09%+87,400+121.4%
242NVRNVR INC$7.3M0.09%455−29.2%
243CEGCONSTELLATION ENERGY CORP$7.2M0.09%49,057−65.5%
244PTCPTC INC$7.2M0.09%+44,450+766.4%
245UHSUNIVERSAL HLTH SVCS INC$7.1M0.08%1,996−4.8%
246BXBLACKSTONE INC$7.1M0.08%+44,600+265.5%
247NETCLOUDFLARE INC CL A$6.9M0.08%14,475−30.2%
248PFEPFIZER INC$6.9M0.08%771,627−75.9%
249NUENUCOR CORP$6.8M0.08%+40,349NEW
250ZSZSCALER INC$6.8M0.08%+32,700+206.1%
251MASMASCO CORP$6.7M0.08%157,981−58.6%
252DDOGDATADOG INC CL A$6.7M0.08%+17,200+43.3%
253JKHYHENRY JACK & ASSOC INC$6.6M0.08%+1,000+2.4%
254ALLALLSTATE CORP$6.5M0.08%+6,598+26.6%
255CCICROWN CASTLE INC$6.5M0.08%+49,543+163.5%
256CVSCVS HEALTH CORP$6.4M0.08%285,913−76.2%
257CAHCARDINAL HEALTH INC$6.4M0.08%+19,093+169.0%
258TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.3M0.08%+32,000NEW
259GMGENERAL MTRS CO$6.2M0.07%+83,573NEW
260YUMYUM BRANDS INC$6.2M0.07%+8,347+26.4%
261KEYSKEYSIGHT TECHNOLOGIES INC$6.2M0.07%+18,000+468.5%
262UALUNITED AIRLS HLDGS INC$6.1M0.07%+66,700NEW
263PSAPUBLIC STORAGE OPER CO$6.1M0.07%20,690−47.8%
264RPMRPM INTL INC$6.0M0.07%38,062−38.8%
265JBHTHUNT J B TRANS SVCS INC$5.9M0.07%+28,021NEW
266WSMWILLIAMS SONOMA INC$5.9M0.07%206,295−86.5%
267EXREXTRA SPACE STORAGE INC$5.9M0.07%+12,874+40.2%
268EQREQUITY RESIDENTIAL$5.8M0.07%61,600−38.4%
269HIGHARTFORD INSURANCE GROUP INC$5.7M0.07%29,100−40.9%
270SOLVSOLVENTUM CORP$5.7M0.07%+30,900+55.5%
271ICEINTERCONTINENTAL EXCHANGE IN$5.6M0.07%28,400−44.2%
272BMOBANK MONTREAL MEDIUM$5.5M0.07%+29,400NEW
273GENGEN DIGITAL INC$5.5M0.07%387,635−57.1%
274EXPDEXPEDITORS INTL WASH INC$5.4M0.06%56,379−59.7%
275JJACOBS SOLUTIONS INC$5.4M0.06%+42,128NEW
276KKRKKR & CO INC$5.3M0.06%+38,530+201.7%
277ALABASTERA LABS INC$5.2M0.06%+11,895+33.8%
278MTDMETTLER TOLEDO INTERNATIONAL$5.1M0.06%14,987−78.8%
279HSYHERSHEY CO$5.1M0.06%+5,899+31.7%
280SESEA LTD SPONS$5.0M0.06%+24,700+69.8%
281SYYSYSCO CORP$5.0M0.06%+69,433NEW
282RBLXROBLOX CORP$5.0M0.06%63,600−42.1%
283GRABGRAB HOLDINGS LIMITED CLASS A$4.9M0.06%+439,500+48.9%
284PEVERPURE INC$4.8M0.06%6,200−7.1%
285EMEEMCOR GROUP INC$4.7M0.06%40,168−86.2%
286BALLBALL CORP$4.7M0.06%+79,624NEW
287CNPCENTERPOINT ENERGY INC$4.5M0.05%+103,900NEW
288CCEPCOCA-COLA EUROPACIFIC PARTNE$4.4M0.05%+49,056NEW
289VICIVICI PPTYS INC$4.4M0.05%450,416−73.8%
290ESEVERSOURCE ENERGY$4.3M0.05%+2,132+3.5%
291ZNGAZOOM$4.3M0.05%337,076−86.2%
292INVHINVITATION HOMES INC$4.2M0.05%77,228−31.2%
293GLPIGAMING & LEISURE P$4.2M0.05%80,300−45.9%
294RFREGIONS FINANCIAL CORP NEW$4.2M0.05%64,023−28.5%
295WMWASTE MGMT INC DEL$4.2M0.05%+18,182NEW
296ESSESSEX PPTY TR INC$4.2M0.05%43,358−71.5%
297AFLAFLAC INC$4.2M0.05%+38,074NEW
298DUKDUKE ENERGY CORP NEW$4.1M0.05%+31,300NEW
299NTAPNETAPP INC$4.1M0.05%561,948−93.4%
300HO1HOLOGIC INC$4.1M0.05%+53,645NEW
301GWWWW GRAINGER INC$4.0M0.05%26,293−87.6%
302CIENCIENA CORP$4.0M0.05%+10,239NEW
303SOFISOFI TECHNOLOGIES INC$3.9M0.05%+228,140+1213.5%
304BVNCOMPANIA DE MINAS BUENAVENTU SPONSORED$3.9M0.05%+65,400+152.1%
305VRSNVERISIGN INC$3.9M0.05%119,161−88.4%
306ALCALCON AG ORD$3.8M0.04%+63,328NEW
307CMGCHIPOTLE MEXICAN GRILL INC$3.7M0.04%+62,500+117.3%
308DHID R HORTON INC$3.7M0.04%+12,400+85.5%
309NBISNEBIUS GROUP N.V.$3.7M0.04%16,660−32.1%
310TMUST-MOBILE US INC$3.5M0.04%8,751−34.5%
311AMPAMERIPRISE FINL INC$3.5M0.04%+7,800NEW
312SNASNAP ON INC$3.4M0.04%91−1.0%
313DOVDOVER CORP$3.3M0.04%+15,789NEW
314REGNREGENERON PHARMACEUTICALS$3.3M0.04%+4,232NEW
315IRMIRON MTN INC DEL$3.2M0.04%169,748−84.3%
316TFIITRANSFORCE INC$3.2M0.04%+21,016NEW
317FFORD MTR CO$3.1M0.04%113,300−29.7%
318PGRPROGRESSIVE CORP$3.0M0.04%52,367−77.7%
319NTRNUTRIEN LTD$2.9M0.03%15,026−35.6%
320STNSTANTEC INC$2.8M0.03%58,916−71.5%
321KIMKIMCO REALTY CORP$2.7M0.03%34,700−22.2%
322AJGGALLAGHER ARTHUR J & CO$2.7M0.03%25,853−67.7%
323SUISUN CMNTYS INC$2.6M0.03%31,043−60.0%
324ELVELEVANCE HEALTH INC FORMERLY$2.6M0.03%+8,840NEW
325PCGPG&E CORP$2.6M0.03%752,900−83.7%
326AMEAMETEK INC$2.6M0.03%+2,500+26.3%
327MKLMARKEL GROUP INC$2.6M0.03%+275+25.8%
328SYFSYNCHRONY FINANCIAL$2.4M0.03%254,599−87.7%
329TEAMATLASSIAN CORPORATION$2.4M0.03%52,195−59.7%
330CBOECBOE GLOBAL MKTS INC$2.4M0.03%77,652−90.2%
331VSTVISTRA CORP$2.3M0.03%1,400−8.5%
332TFCTRUIST FINL CORP$2.2M0.03%+48,718NEW
333TWLOTWILIO INC$2.2M0.03%52,700−74.9%
334METMETLIFE INC$2.2M0.03%+31,400NEW
335MGAMAGNA INTL INC$2.2M0.03%+27,900NEW
336CPAYCORPAY INC$2.2M0.03%24,200−76.5%
337ALLEALLEGION PLC ORD$2.1M0.03%166,514−92.0%
338KEYKEYCORP$2.1M0.02%53,761−34.2%
339REGREGENCY CTRS CORP$1.9M0.02%129,583−83.4%
340DDDUPONT DE NEMOURS INC$1.9M0.02%+41,229NEW
341FLEXFLEXTRONICS INTL LTD$1.8M0.02%+27,224NEW
342VTRVENTAS INC$1.7M0.02%112,302−84.4%
343RVMDREVOLUTION MEDICINES INC$1.6M0.02%+16,600NEW
344LULULULULEMON ATHLETICA INC$1.6M0.02%+10,300NEW
345CITHE CIGNA GROUP$1.6M0.02%51,399−89.7%
346RSRELIANCE INC$1.5M0.02%33,218−87.0%
347DALDELTA AIR LINES INC$1.5M0.02%+21,900NEW
348MSCIMSCI INC$1.4M0.02%4,100−60.5%
349FISFIDELITY NATL INFORMATION SV$1.4M0.02%18,534−38.6%
350CMCSACOMCAST CORP NEW$1.4M0.02%577,875−92.4%
351PHMPULTE GROUP INC$1.3M0.02%64,409−85.4%
352BURLBURLINGTON STORES INC$1.2M0.01%38,050−91.1%
353WRBBERKLEY W R CORP$1.2M0.01%158,593−89.9%
354HUBSHUBSPOT INC$1.2M0.01%24,120−83.5%
355WTWWILLIS TOWERS WATSON PLC LTD$1.1M0.01%+3,876NEW
356OTEXOPEN TEXT CORP$1.1M0.01%+30,600+546.4%
357BEPCBROOKFIELD RENEWABLE CORP$1.1M0.01%+8,600+77.4%
358HEI/AHEICO CORP NEW$1.1M0.01%+5,120NEW
359PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.01%101,759−88.4%
360CVNACARVANA CO$1.0M0.01%+2,592+360.0%
361XELXCEL ENERGY INC$1.0M0.01%4,800−27.1%
362TSCOTRACTOR SUPPLY CO$1.0M0.01%45,399−66.9%
363RKLBROCKET LAB CORP$1.0M0.01%38,936−71.2%
364TDYTELEDYNE TECHNOLOGIES INC$799K0.01%9,780−88.1%
365PYPLPAYPAL HLDGS INC$783K0.01%539,189−96.9%
366CRMSALESFORCE INC$635K0.01%92,632−96.5%
367DPZDOMINOS PIZZA INC$564K0.01%38,768−96.1%
368HBANHUNTINGTON BANCSHARES INC$548K0.01%246,800−87.6%
369RACEFERRARI N V$540K0.01%21,669−92.1%
370LOGILOGITECH INTL S A$514K0.01%196,963−96.5%
371ZBRAZEBRA TECHNOLOGIES CORPORATI$473K0.01%13,640−85.8%
372SNPSSYNOPSYS INC$423K0.01%5,347−83.4%
373DLRDIGITAL RLTY TR INC$381K0.00%5,717−73.0%
374MPWRMONOLITHIC PWR SYS INC$366K0.00%4,965−93.7%
375HUMHUMANA INC$361K0.00%+2,082NEW
376NWSANEWS CORP NEW$359K0.00%262,600−94.8%
377MKCMCCORMICK & CO INC$333K0.00%+6,600NEW
378MCHPMICROCHIP TECHNOLOGY INC.$307K0.00%+4,746NEW
379EXCEXELON CORP$299K0.00%554,510−98.9%
380SBACSBA$275K0.00%+1,600NEW
381EDCONSOLIDATED EDISON INC$226K0.00%84,400−97.7%
382QGENQIAGEN NV$195K0.00%+5,615NEW
383WATWATERS CORP$191K0.00%28,960−97.8%
384QSRRESTAURANT BRANDS INTL INC$124K0.00%+1,200NEW
385COOCOOPER COS INC$107K0.00%+1,500NEW
386ENTGENTEGRIS INC$106K0.00%+900NEW
387NLYANNALY CAPITAL MANAGEMENT IN$103K0.00%+4,855NEW
388GEHCGE HEALTHCARE TECHNOLOGIES I$93K0.00%+1,300NEW
389ZZILLOW GROUP INC$91K0.00%47,757−95.6%
390PFGPRINCIPAL FINANCIAL GROUP IN$81K0.00%+900NEW
391WECWEC ENERGY GROUP INC$77K0.00%+661NEW
392WPCWP CAREY INC$64K0.00%57,059−98.4%
393FTVFORTIVE CORP$61K0.00%+1,100NEW
394HEIHEICO CORP NEW$55K0.00%+200NEW
395TWTRADEWEB MKTS INC$26K0.00%150,880−99.9%
396PKGPACKAGING CORP AMER$21K0.00%32,800−99.7%
397MICCMAGNUM ICE CREAM CO NV ORD48,982EXITED
398PINSPINTEREST INC1,915,500EXITED
399ONON SEMICONDUCTOR CORP685,900EXITED
400ITGARTNER INC121,920EXITED
401GDDYGODADDY INC220,300EXITED
402BBYBEST BUY INC382,200EXITED
403ZTSZOETIS INC193,000EXITED
404DOCUDOCUSIGN INC313,900EXITED
405HPQHP INC944,700EXITED
406CLXCLOROX CO DEL194,600EXITED
407FTNTFORTINET INC243,800EXITED
408RSGREPUBLIC SVCS INC83,900EXITED
409MAAMID-AMER APT CMNTYS INC121,000EXITED
410KMBKIMBERLY-CLARK CORP162,100EXITED
411DRIDARDEN RESTAURANTS INC88,271EXITED
412DTDYNATRACE INC349,452EXITED
413CDWCDW CORP106,200EXITED
414OTISOTIS WORLDWIDE CORP163,834EXITED
415MTBM & T BK CORP63,400EXITED
416MDLZMONDELEZ INTL INC210,200EXITED
417AVYAVERY DENNISON CORP58,300EXITED
418CLCOLGATE PALMOLIVE CO129,385EXITED
419NTNXNUTANIX INC187,334EXITED
420FISVFISERV INC143,395EXITED
421TROWPRICE T ROWE GROUP INC74,300EXITED
422FSVFIRSTSERVICE CORP NEW32,600EXITED
423DOCHEALTHPEAK PROPERTIES INC429,200EXITED
424TGTTARGET CORP70,400EXITED
425VRSKVERISK ANALYTICS INC30,680EXITED
426CSLCARLISLE COS INC19,180EXITED
427FITBFIFTH THIRD BANCORP109,800EXITED
428PAYCPAY29,583EXITED
429APTVAPTIV PLC59,404EXITED
430ACMAE39,600EXITED
431BAHBOOZ ALLEN HAMILTON HLDG COR43,700EXITED
432IBKRINTERACTIVE BROKERS GROUP IN56,104EXITED
433MELIMERCADOLIBRE INC1,760EXITED
434CRBGCOREBRIDGE FINL INC114,400EXITED
435GILGILDAN ACTIVEWEAR INC40,100EXITED
436DECKDECKERS OUTDOOR CORP31,700EXITED
437CPRTCOPART INC74,500EXITED
438GIBCGI INC22,800EXITED
439FCNCAFIRST CTZNS BANCSHARES INC D1,250EXITED
440UDRUDR INC71,500EXITED
441SOSOUTHERN CO29,240EXITED
442HUBBHUBBELL INC5,100EXITED
443DKSDICKS SPORTING GOODS INC10,561EXITED
444CFCF INDS HLDGS INC25,811EXITED
445LIILENNOX INTL INC4,047EXITED
446AMHAMERICAN HOMES 4 RENT55,293EXITED
447EVRGEVERGY INC22,751EXITED
448OKTAOKTA INC18,140EXITED
449TTDTHE TRADE DESK INC40,605EXITED
450TRMBTRIMBLE INC19,400EXITED
451CRWVCOREWEAVE INC20,800EXITED
452PAYXPAYCHEX INC12,961EXITED
453ROPROPER TECHNOLOGIES INC3,232EXITED
454AEEAMEREN CORP10,771EXITED
455PPLPPL CORP30,230EXITED
456ELSEQUITY LIFESTYLE PPTYS INC16,100EXITED
457TYLTYLER TECHNOLOGIES INC1,907EXITED
458AWKAMERICAN WTR WKS CO INC NEW5,985EXITED
459JBLJABIL INC3,247EXITED
460HPEHEWLETT PACKARD ENTERPRISE C25,511EXITED
461BROBROWN & BROWN INC5,909EXITED
462PPGPPG INDS INC3,755EXITED

Source: SEC EDGAR · accession 0001535452-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.