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Institutional

Artisan Partners Limited Partnership

CIK 0001466153
$62.34B
Reported AUM
330
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Artisan Partners Limited Partnership · Q1 2026

AI · grounded in 13F

Artisan Partners Limited Partnership established a new position in CPNG worth $635.7M. The fund also opened new stakes in IWM for $302.6M and SPY for $292.7M. On the sell side, the firm closed its entire position in PYPL, reducing its exposure by $439.1M. Additionally, the fund trimmed its holdings in MSFT by 99.9% and NFLX by 91.9%.

Portfolio · Q1 2026

ACGLBKSCHWGOOGLELVAXPMETACGRMNBERKSHIOther$44.73BAP

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ACGLARCH CAP GROUP LTD$91.193.23%-4.54%145.89%$2.18B3.49%581,689−2.5%
2BKBANK NEW YORK MELLON CORP$142.39-1.13%60.61%212.69%$1.84B2.95%+716,039+4.9%
3SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$1.64B2.63%+244,712+1.4%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.62B2.59%60,023−1.1%
5ELVELEVANCE HEALTH INC FORMERLY$415.531.49%7.89%15.79%$1.50B2.41%+94,424+1.9%
6AXPAMERICAN EXPRESS CO$310.66-0.60%3.78%93.56%$1.39B2.23%+76,566+1.7%
7METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.34B2.15%67,726−2.8%
8CCITIGROUP INC$132.47-1.98%73.11%132.92%$1.30B2.09%122,294−1.1%
9GRMNGARMIN LTD$236.57-2.23%15.91%66.77%$1.28B2.05%180,186−3.2%
10BRK/BBERKSHIRE HATHAWAY INC DEL$1.25B2.00%+2,703+0.1%
11SUSUNCOR ENERGY INC NEW$62.22-4.96%73.56%284.50%$1.14B1.83%15,556,186−47.4%
12AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.13B1.81%+800,114+17.3%
13WTWWILLIS TOWERS WATSON PLC LTD$263.541.91%-13.77%36.26%$1.10B1.77%+324,971+9.4%
14LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$1.07B1.72%2,921,363−36.7%
15ARGXARGENX SE$891.325.82%52.12%192.78%$1.07B1.72%288,960−16.4%
16INSMINSMED INC$94.22-10.20%27.98%283.01%$1.07B1.71%+1,683,552+34.8%
17PGRPROGRESSIVE CORP$204.024.42%-22.22%139.78%$1.03B1.66%+536,010+11.5%
18ICLRICON PLC$149.45-2.19%7.43%-38.57%$916.1M1.47%+1,404,968+20.4%
19IQVIQVIA HLDGS INC$183.45-1.84%20.44%-25.94%$862.7M1.38%+1,687,480+50.1%
20MRSHMARSH & MCLENNAN COS INC$165.442.59%-26.69%21.25%$845.7M1.36%+1,518,031+45.2%
21AXTAAXALTA COATING SYS LTD$32.181.29%4.75%6.91%$797.7M1.28%+16,220,271+129.0%
22BKRBAKER HUGHES COMPANY$62.59-5.32%68.00%232.13%$754.1M1.21%4,551,711−26.9%
23ASNDUSDASCENDIS PHARMA A/S$738.8M1.19%+4,303+0.1%
24NOKNOKIA CORP$14.38-13.48%168.77%163.30%$734.0M1.18%8,179,137−8.2%
25WSTWEST PHARMACEUTICAL SVSC INC$314.50-0.89%40.43%-22.62%$666.2M1.07%192,508−6.8%
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$635.9M1.02%+256,261+14.3%
27CPNGCOUPANG INC$15.15-8.35%-46.75%-58.29%$635.7M1.02%+33,669,665NEW
28SPOTSPOTIFY TECHNOLOGY S A$496.950.68%-30.23%117.32%$633.3M1.02%+331,960+34.1%
29LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%28.70%49.94%$608.6M0.98%137,267−7.2%
30GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$606.2M0.97%120,699−14.8%
31CBRECBRE GROUP INC$130.93-0.02%$536.2M0.86%+50,707+1.3%
32AONAON PLC$328.531.95%$530.7M0.85%+526,724+47.1%
33SHOPSHOPIFY INC$109.54-5.60%$517.4M0.83%792,729−15.4%
34WWDWOODWARD INC$357.74-0.73%$504.4M0.81%+344,050+32.3%
35TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$492.6M0.79%+694,568+91.0%
36HSICSCHEIN HENRY INC$77.451.51%$484.4M0.78%74,355−1.1%
37LINLINDE PLC$507.900.09%$457.1M0.73%+206,316+28.8%
38SESEA LTD$86.56-6.00%$443.4M0.71%+497,729+10.2%
39RTXRTX CORPORATION$180.990.88%$438.7M0.70%+550,499+31.9%
40EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$416.5M0.67%+4,034,429+345.8%
41NVDANVIDIA CORPORATION$205.10-6.20%$365.9M0.59%+214,937+11.4%
42JPMJPMORGAN CHASE & CO$312.370.48%$358.5M0.58%+997,333+450.6%
43CNHCNH INDL N V$10.75-0.92%$344.7M0.55%489,140−1.5%
44SGISOMNIGROUP INTERNATIONAL INC$68.01-2.33%$342.2M0.55%+1,556,715+50.7%
45WMBWILLIAMS COS INC$71.96-0.65%$336.4M0.54%483,096−9.5%
46RBLXROBLOX CORP$41.82-3.53%$328.7M0.53%+3,520,058+153.6%
47CORCENCORA INC$275.041.75%$325.2M0.52%83,497−7.5%
48AMDADVANCED MICRO DEVICES INC$466.38-10.86%$313.5M0.50%+13,928+0.9%
49RBCRBC BEARINGS INC$590.090.06%$313.0M0.50%20,844−3.5%
50DASHDOORDASH INC$156.80-2.04%$310.5M0.50%+372,728+22.0%
51TWSTTWIST BIOSCIENCE CORP$69.22-6.37%$302.6M0.49%+537,572+9.2%
52IWMISHARES TR$281.65-3.55%$302.6M0.49%+1,220,000NEW
53MDBMONGODB INC$350.74-7.74%$300.4M0.48%+798,675+186.4%
54MDLNMEDLINE INC$33.61-2.44%$295.0M0.47%+2,037,855+44.4%
55SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$292.7M0.47%+450,000NEW
56WMT2WELLS FARGO & CO$291.3M0.47%607,803−14.2%
57FIXCOMFORT SYS USA INC$1843.94-3.69%$287.1M0.46%8,034−3.7%
58VVISA INC$323.571.06%$279.4M0.45%70,227−7.1%
59LSCCLATTICE SEMICONDUCTOR CORP$135.57-10.76%$278.7M0.45%827,683−21.6%
60USFDUS FOODS HLDG CORP$84.612.93%$278.5M0.45%107,397−3.4%
61XYLXYLEM INC$109.94-0.22%$271.9M0.44%939,244−29.2%
62STSENSATA TECHNOLOGIES HLDG PL$49.84-5.32%$261.6M0.42%5,849,388−44.1%
63APGAPI GROUP CORP$41.98-0.99%$257.2M0.41%290,151−4.4%
64COFCAPITAL ONE FINL CORP$180.67-1.38%$245.3M0.39%356,805−21.0%
65MELIMERCADOLIBRE INC$1607.80-1.65%$244.2M0.39%14,137−9.1%
66MTSIMACOM TECH SOLUTIONS HLDGS I$345.40-9.76%$232.5M0.37%199,564−16.0%
67CARRCARRIER GLOBAL CORPORATION$67.16-2.01%$223.7M0.36%421,644−9.6%
68LLYELI LILLY & CO$1131.420.55%$220.8M0.35%+144,460+151.1%
69BWXTBWX TECHNOLOGIES INC$185.95-2.52%$216.6M0.35%35,705−3.3%
70MODMODINE MFG CO$276.51-8.20%$214.1M0.34%17,755−1.8%
71HWMHOWMET AEROSPACE INC$251.901.03%$209.4M0.34%+644,719+244.1%
72ADIANALOG DEVICES INC$401.39-6.38%$205.1M0.33%1,354−0.2%
73ETNEATON CORP PLC$395.94-5.42%$197.8M0.32%364,645−39.7%
74LYVLIVE NATION ENTERTAINMENT IN$160.07-0.58%$195.9M0.31%708,865−35.6%
75GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$194.7M0.31%50,478−18.0%
76SLBSLB LIMITED$54.87-5.41%$194.6M0.31%+143,143+3.9%
77EOGEOG RES INC$137.78-2.20%$193.6M0.31%+43,790+3.4%
78AJGGALLAGHER ARTHUR J & CO$216.142.44%$191.7M0.31%+680,061+332.0%
79FITBFIFTH THIRD BANCORP$52.010.41%$188.4M0.30%+3,381,775+502.8%
80FWONKLIBERTY MEDIA CORP DEL$87.681.99%$181.9M0.29%253,233−10.6%
81TYLTYLER TECHNOLOGIES INC$312.071.27%$181.6M0.29%+131,176+32.9%
82VCYTVERACYTE INC$48.73-2.42%$177.0M0.28%766,671−12.2%
83PMPHILIP MORRIS INTL INC$178.291.89%$172.1M0.28%+36,208+3.6%
84GWREGUIDEWIRE SOFTWARE INC$136.06-10.00%$171.3M0.27%+84,272+7.9%
85IRTCIRHYTHM HOLDINGS INC$108.110.70%$171.2M0.27%61,085−4.0%
86GOOGALPHABET INC$365.76-0.95%$166.5M0.27%817−0.1%
87MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%$165.0M0.26%2,989−1.9%
88VIKVIKING HOLDINGS LTD$89.94-0.06%$160.0M0.26%325,472−13.0%
89WATWATERS CORP$365.36-2.95%$159.2M0.26%+160,868+43.0%
90TXNTEXAS INSTRS INC$285.06-6.65%$158.5M0.25%+31,150+4.0%
91ASAMER SPORTS INC$34.10-1.13%$156.0M0.25%475,941−9.1%
92AAPLAPPLE INC$307.34-1.25%$155.5M0.25%1,220,554−66.6%
93FANGDIAMONDBACK ENERGY INC$192.62-5.09%$154.6M0.25%+28,537+3.8%
94IONSIONIS PHARMACEUTICALS INC$74.48-0.87%$154.6M0.25%+876,892+74.2%
95TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$153.8M0.25%+11,891+4.0%
96UNPUNION PAC CORP$272.323.19%$152.1M0.24%+21,733+3.6%
97CRMSALESFORCE INC$185.66-1.64%$148.5M0.24%+184,601+30.2%
98ACNACCENTURE PLC IRELAND$178.25-0.34%$147.2M0.24%+199,755+36.8%
99PODDINSULET CORP$153.224.65%$145.4M0.23%+33,917+5.1%
100ORCLORACLE CORP$213.68-9.59%$141.8M0.23%1,330,221−58.0%
101UPSUNITED PARCEL SVCS INC$139.4M0.22%129,658−8.4%
102BACBANK AMERICA CORP$139.3M0.22%287,190−9.1%
103NETCLOUDFLARE INC$137.9M0.22%+79,560+13.5%
104PNCPNC FINL SVCS GROUP INC$135.4M0.22%+26,132+4.2%
105CRWDCROWDSTRIKE HLDGS INC$135.3M0.22%38,021−9.9%
106LIVNLIVANOVA PLC$134.9M0.22%192,508−8.3%
107NUNU HLDGS LTD$134.2M0.22%+973,976+11.6%
108ABNBAIRBNB INC$132.3M0.21%309,263−22.8%
109BKNGBOOKING HOLDINGS INC$129.4M0.21%+6,785+28.3%
110CMCSACOMCAST CORP NEW$128.5M0.21%+148,347+3.4%
111NICENICE LTD$128.0M0.21%95,447−7.6%
112MRKMERCK & CO INC$127.7M0.20%321,438−23.2%
113NXPINXP SEMICONDUCTORS N V$126.5M0.20%+28,600+4.7%
114FTAIFTAI AVIATION LTD$126.4M0.20%485,038−48.5%
115PEVERPURE INC$123.9M0.20%+150,807+7.7%
116WCCWESCO INTL INC$123.1M0.20%27,476−5.8%
117IRINGERSOLL RAND INC$121.5M0.19%74,481−4.7%
118SMTCSEMTECH CORP$119.8M0.19%+1,064,429+215.6%
119LMTLOCKHEED MARTIN CORP$117.4M0.19%+194,262NEW
120MMYTMAKEMYTRIP LIMITED MAURITIUS$115.3M0.18%+768,574+33.1%
121MDTMEDTRONIC PLC$115.1M0.18%+49,534+3.9%
122TDYTELEDYNE TECHNOLOGIES INC$112.8M0.18%5,638−2.9%
123SITESITEONE LANDSCAPE SUPPLY INC$111.4M0.18%+393,708+88.8%
124PHPARKER-HANNIFIN CORP$111.3M0.18%+124,297NEW
125CMECME GROUP INC$107.3M0.17%+11,813+3.4%
126WAYWAYSTAR HLDG CORP$106.3M0.17%+1,243,858+39.3%
127CATCATERPILLAR INC$106.0M0.17%25,096−14.4%
128VSECVSE CORP$104.2M0.17%+9,600+1.7%
129BABAALIBABA GROUP HLDG LTD$104.0M0.17%90,318−9.8%
130AZOAUTOZONE INC$101.8M0.16%14,455−32.4%
131GRABGRAB HOLDINGS LIMITED$101.8M0.16%172,688−0.6%
132ARMARM HOLDINGS PLC$101.2M0.16%574,083−46.2%
133KOCOCA COLA CO$100.9M0.16%657,883−33.2%
134SNOWSNOWFLAKE INC$100.0M0.16%1,192,160−64.3%
135DISDISNEY WALT CO$98.8M0.16%+38,060+3.9%
136GEGE AEROSPACE$98.8M0.16%206,720−37.3%
137MDGLMADRIGAL PHARMACEUTICALS INC$96.1M0.15%15,153−7.6%
138MSMORGAN STANLEY$95.3M0.15%15,627−2.6%
139BLDTOPBUILD COR$91.6M0.15%+17,445+7.2%
140HDBHDFC BANK LTD$89.8M0.14%71,162−1.9%
141COINCOINBASE GLOBAL INC$87.7M0.14%+30,137+6.4%
142CRHCRH PLC$85.8M0.14%977,688−54.5%
143CGNXCOGNEX CORP$84.7M0.14%+652,437+60.6%
144SEDGSOLAREDGE TECHNOLOGIES INC$83.6M0.13%+328,911+25.1%
145TXRHTEXAS ROADHOUSE INC$83.6M0.13%+46,826+10.2%
146AMATAPPLIED MATLS INC$82.4M0.13%+14,625+6.5%
147BEBLOOM ENERGY CORP$82.0M0.13%+70,431+13.2%
148BAXBAXTER INTL INC$81.7M0.13%+103,832+2.2%
149HTHTH WORLD GROUP LTD$81.5M0.13%+1,619,778NEW
150RDDTREDDIT INC$80.1M0.13%22,616−3.7%
151FICOFAIR ISAAC CORP$77.7M0.12%2,807−3.7%
152COHRCOHERENT CORP$76.9M0.12%341,180−51.4%
153GHGUARDANT HEALTH INC$75.2M0.12%+524,219+180.5%
154RKTROCKET COS INC$74.1M0.12%+5,197,983NEW
155COMPCOMPASS INC$73.4M0.12%+4,575,561+83.7%
156WINGWINGSTOP INC$72.9M0.12%357,800−43.2%
157SPGIS&P GLOBAL INC$72.7M0.12%514,874−75.1%
158RDWRRADWARE LTD$72.4M0.12%219,498−7.4%
159IBPINSTALLED BLDG PRODS INC$71.8M0.12%+48,669+21.9%
160BZKANZHUN LIMITED$71.1M0.11%+752,406+16.5%
161KTOSKRATOS DEFENSE & SEC SOLUTIO$69.0M0.11%+273,340+38.8%
162FLSFLOWSERVE CORP$67.8M0.11%+314,043+51.6%
163SITMSITIME CORP$67.7M0.11%+196,007NEW
164HOODROBINHOOD MKTS INC$65.8M0.11%+219,516+30.1%
165GKOSGLAUKOS CORP$65.4M0.10%95,356−13.6%
166TWTRADEWEB MKTS INC$62.5M0.10%+530,801NEW
167VISTVISTA ENERGY S.A.B. DE C.V.$62.4M0.10%+282,480+51.9%
168LASRNLIGHT INC$61.5M0.10%23,650−2.1%
169ALABASTERA LABS INC$61.4M0.10%334,951−37.4%
170VEEVVEEVA SYS INC$60.5M0.10%100,871−22.7%
171LAMRLAMAR ADVERTISING CO$58.9M0.09%67,188−12.6%
172AMEAMETEK INC$58.6M0.09%+94,347+52.7%
173AUANGLOGOLD ASHANTI PLC$58.3M0.09%241,872−28.8%
174CVNACARVANA CO$58.1M0.09%105,210−36.3%
175BEKEKE HLDGS INC$57.7M0.09%767,599−16.6%
176OGEOGE ENERGY CORP$57.1M0.09%86,533−6.8%
177PRPERMIAN RESOURCES CORP$56.5M0.09%321,679−10.8%
178SPXCSPX TECHNOLOGIES INC$56.1M0.09%97,085−25.7%
179FCNCAFIRST CTZNS BANCSHARES INC D$54.6M0.09%1,987−6.4%
180MRXMAREX GROUP PLC$54.2M0.09%+311,926+34.5%
181ZSZSCALER INC$54.0M0.09%208,329−35.1%
182SNASNAP ON INC$53.9M0.09%11,369−7.1%
183CIGICOLLIERS INTL GROUP INC$53.4M0.09%+20,988+4.4%
184HXLHEXCEL CORP NEW$53.3M0.09%+189,882+40.5%
185NVTNVENT ELEC PLC$52.2M0.08%89,189−16.8%
186CELCCELCUITY INC$52.2M0.08%89,571−16.4%
187COCOVITA COCO CO INC$51.8M0.08%390,393−26.5%
188BRKRBRUKER CORP$51.6M0.08%+235,073+19.7%
189VNTVONTIER CORPORATION$51.1M0.08%98,842−6.4%
190PCORPROCORE TECHNOLOGIES INC$49.4M0.08%308,659−26.3%
191AMGAFFILIATED MANAGERS GROUP$48.0M0.08%+43,483+33.4%
192NOVNOV INC$47.9M0.08%176,866−6.5%
193LOARLOAR HOLDINGS INC$47.9M0.08%+280,892+50.6%
194TSNTYSON FOODS INC$47.3M0.08%53,773−6.8%
195CDNSCADENCE DESIGN SYSTEM INC$47.2M0.08%158,170−48.2%
196AITAPPLIED INDL TECHNOLOGIES IN$46.7M0.07%105,441−37.4%
197DBVTDBV TECHNOLOGIES S A$46.4M0.07%1,089,669−32.9%
198LNTALLIANT ENERGY CORP$46.2M0.07%46,888−6.8%
199MUMICRON TECHNOLOGY INC$46.2M0.07%+136,703NEW
200AMRZAMRIZE LTD$45.7M0.07%59,425−6.8%
201RKLBROCKET LAB CORP$45.5M0.07%+708,101NEW
202PBPROSPERITY BANCSHARES INC$45.4M0.07%+27,092+4.2%
203ARMKARAMARK$45.4M0.07%18,561−1.6%
204UGIUGI CORP NEW$43.8M0.07%86,873−6.7%
205UHAL/BU HAUL HOLDING COMPANY$43.4M0.07%67,350−6.5%
206OLLIOLLIES BARGAIN OUTLET HLDGS$42.6M0.07%+248,287+115.7%
207ABGASBURY AUTOMOTIVE GROUP INC$41.5M0.07%+26,438+14.2%
208GLGLOBE LIFE INC$41.2M0.07%17,627−5.6%
209LEGNLEGEND BIOTECH CORP$40.8M0.07%86,586−3.7%
210ONCBEONE MEDICINES LTD$40.7M0.07%28,025−17.0%
211INSPINSPIRE MED SYS INC$40.3M0.06%5,167−0.7%
212EXPEEXPEDIA GROUP INC$39.9M0.06%73,766−29.9%
213ALKSALKERMES PLC$39.3M0.06%237,381−17.6%
214GGENPACT LIMITED$39.2M0.06%304,716−22.4%
215NNNNNN REIT INC$38.5M0.06%66,893−6.8%
216AGYSAGILYSYS INC$38.4M0.06%+79,832+17.4%
217WMGWARNER MUSIC GROUP CORP$37.7M0.06%+223,566+17.8%
218ONTOONTO INNOVATION INC$37.3M0.06%+182,031NEW
219ALGNALIGN TECHNOLOGY INC$37.2M0.06%14,368−6.2%
220BVNCOMPANIA DE MINAS BUENAVENTU$37.1M0.06%480,521−31.8%
221ISRGINTUITIVE SURGICAL INC$37.0M0.06%21,606−21.2%
222CAECAE INC$36.8M0.06%1,280,636−47.5%
223TTANSERVICETITAN INC$36.4M0.06%1,043,494−64.5%
224KRNTKORNIT DIGITAL LTD$36.1M0.06%183,923−6.9%
225FLEXFLEXTRONICS INTL LTD$35.9M0.06%881,054−61.6%
226LSPDLIGHTSPEED COMMERCE INC$35.3M0.06%+44,300+1.1%
227GPCGENUINE PARTS CO$35.2M0.06%23,834−6.7%
228MAMASTERCARD INCORPORATED$35.2M0.06%14,959−17.5%
229NFLXNETFLIX INC.$35.1M0.06%4,145,510−91.9%
230RACEFERRARI N V$34.9M0.06%26,769−20.6%
231MTNVAIL RESORTS INC$34.6M0.06%19,451−6.7%
232CDWCDW CORP$34.5M0.06%+57,876+25.4%
233CPACOPA HOLDINGS SA$34.5M0.06%+49,918+19.7%
234GDXJVANECK ETF TRUST$34.2M0.05%79,400−21.8%
235RYTMRHYTHM PHARMACEUTICALS INC$34.0M0.05%+127,078+48.2%
236NWSANEWS CORP NEW$33.5M0.05%92,707−6.4%
237BROBROWN & BROWN INC$33.0M0.05%+506,724NEW
238VLTOVERALTO CORP$32.9M0.05%+372,199NEW
239MDAMDA SPACE LTD$32.8M0.05%+1,293,000NEW
240STXSEAGATE TECHNOLOGY HLDNGS PL$32.7M0.05%+83,472NEW
241OMCOMNICOM GROUP INC$32.7M0.05%75,983−14.9%
242DNTHDIANTHUS THERAPEUTICS INC$32.1M0.05%+382,121NEW
243PIIPOLARIS INC$31.9M0.05%42,274−6.7%
244SLGNSILGAN HLDGS INC$31.7M0.05%54,066−6.2%
245OTISOTIS WORLDWIDE CORP$31.6M0.05%102,552−20.0%
246STVNSTEVANATO GROUP S P A$31.5M0.05%59,782−2.5%
247KCKINGSOFT CLOUD HLDGS LTD$31.4M0.05%1,665,494−41.5%
248BIRKBIRKENSTOCK HOLDING PLC$30.7M0.05%22,039−2.5%
249ITGARTNER INC$30.4M0.05%+46,331+31.8%
250SYYSYSCO CORP$30.4M0.05%30,688−6.7%
251BAPCREDICORP LTD$30.3M0.05%17,805−16.6%
252FERGFERGUSON ENTERPRISES INC$30.3M0.05%8,999−6.5%
253CLBTCELLEBRITE DI LTD$30.1M0.05%+750,909+52.3%
254PSAPUBLIC STORAGE OPER CO$29.9M0.05%7,953−6.7%
255PRCTPROCEPT BIOROBOTICS CORP$29.7M0.05%333,351−21.9%
256ACADACADIA PHARMACEUTICALS INC$29.6M0.05%+1,331,813NEW
257RALRALLIANT CORP$28.9M0.05%48,018−6.5%
258KSPIKASPI KZ JSC$28.6M0.05%+33,101+9.4%
259RJFRAYMOND JAMES FINL INC$28.3M0.05%+195,666NEW
260WRBYWARBY PARKER INC$28.3M0.05%+243,589+22.2%
261PAYXPAYCHEX INC$27.6M0.04%+299,664NEW
262RVTYREVVITY INC$27.4M0.04%21,598−6.5%
263BWINTHE BALDWIN INSURANCE GRP IN$26.7M0.04%+1,217,970NEW
264KODKODIAK SCIENCES INC$26.3M0.04%146,184−17.5%
265CALXCALIX INC$26.0M0.04%60,312−10.2%
266MRCYMERCURY SYS INC$25.8M0.04%+354,265NEW
267PVLAPALVELLA THERAPEUTICS INC NE$24.2M0.04%17,757−8.4%
268CRCLCIRCLE INTERNET GROUP INC$23.9M0.04%+250,076NEW
269PLTRPALANTIR TECHNOLOGIES INC$22.8M0.04%+156,084NEW
270HQYHEALTHEQUITY INC$22.6M0.04%271,274−50.0%
271SAILSAILPOINT INC$22.6M0.04%33,473−1.9%
272RGENREPLIGEN CORP$22.4M0.04%3,597−1.9%
273TARSTARSUS PHARMACEUTICALS INC$21.6M0.03%129,269−29.6%
274KRMNKARMAN HLDGS INC$21.4M0.03%+267,574NEW
275DNLIDENALI THERAPEUTICS INC$21.1M0.03%+1,099,719NEW
276NOVTNOVANTA INC$20.8M0.03%+45,348+34.7%
277EWTXEDGEWISE THERAPEUTICS INC$20.8M0.03%45,010−6.4%
278AKAMAKAMAI TECHNOLOGIES INC$20.4M0.03%+177,406NEW
279STZCONSTELLATION BRANDS INC$20.2M0.03%16,133−10.7%
280HSAIHESAI GROUP$19.7M0.03%+184,818+21.8%
281EXPDEXPEDITORS INTL WASH INC$19.4M0.03%9,329−6.5%
282ZGNERMENEGILDO ZEGNA N V$19.2M0.03%90,197−4.7%
283BBIOBRIDGEBIO PHARMA INC$18.9M0.03%24,675−8.8%
284LXFRLUXFER HLDGS PLC$18.3M0.03%195,885−11.5%
285FRPTFRESHPET INC$17.6M0.03%+298,914NEW
286MGMMGM RESORTS INTERNATIONAL$17.5M0.03%53,699−10.2%
287PCVXVAXCYTE INC$17.3M0.03%6,617−2.2%
288AGIOAGIOS PHARMACEUTICALS INC$16.3M0.03%22,969−4.6%
289YSSYORK SPACE SYSTEMS INC$15.6M0.03%+705,746NEW
290MASMASCO CORP$14.8M0.02%+245,251NEW
291TMUST-MOBILE US INC$14.3M0.02%+68,323NEW
292RXSTRXSIGHT INC$12.7M0.02%98,580−4.6%
293DYNDYNE THERAPEUTICS INC$11.2M0.02%30,234−4.7%
294ARISARIS MINING CORPORATION$10.9M0.02%+88,130+17.8%
295LINELINEAGE INC$10.8M0.02%+34,571+11.7%
296GLOBGLOBANT S A$10.4M0.02%+18,967+9.2%
297STOKSTOKE THERAPEUTICS INC$10.3M0.02%+315,492NEW
298DOXAMDOCS LTD$9.2M0.01%10,854−7.2%
299VGVENTURE GLOBAL INC$8.0M0.01%+509,534NEW
300INDAISHARES TR$7.9M0.01%+42,246+33.7%
301OCULOCULAR THERAPEUTIX INC$7.6M0.01%160,440−15.1%
302MCMOELIS & CO$7.3M0.01%215,598−62.7%
303MBLYMOBILEYE GLOBAL INC$6.6M0.01%+960,453NEW
304PSNPARSONS CORP DEL$5.4M0.01%2,377,612−96.0%
305LARCN 1.75 01/15/27LITHIUM ARGENTINA AG$5.3M0.01%HELD
306VNMVANECK ETF TRUST$5.0M0.01%+137,911+92.5%
307IBNICICI BANK LIMITED$4.6M0.01%+52,564+42.4%
308EMBJEMBRAER S.A.$4.2M0.01%+70,568NEW
309SYKSTRYKER CORPORATION$4.1M0.01%941−7.1%
310NTRANATERA INC$3.7M0.01%18,879−50.5%
311ASMLASML HLDG NV$3.4M0.01%1,150−30.9%
312PHGKONINKLIJKE PHILIPS N V$3.4M0.01%+2,653+2.2%
313BSXBOSTON SCIENTIFIC CORP$2.8M0.00%2,524,992−98.3%
314PCGPG&E CORP$2.2M0.00%+1,083+0.9%
315KEPKOREA ELEC PWR CORP$2.0M0.00%HELD
316AUGOAURA MINERALS INC$1.8M0.00%5,800−20.4%
317IVAINVENTIVA SA$1.8M0.00%+323,006NEW
318INFYINFOSYS LTD$1.7M0.00%+64,943+107.9%
319COOKTRAEGER INC$1.2M0.00%+40,000NEW
320EGYVAALCO ENERGY INC$937K0.00%+147,763NEW
321BTGB2GOLD CORP$886K0.00%+57,800+42.1%
322AAUCALLIED GOLD CORP$802K0.00%16,000−38.2%
323GFLGFL ENVIRONMENTAL INC$697K0.00%+9,368+127.6%
324MSFTMICROSOFT CORP$517K0.00%1,203,060−99.9%
325INDYISHARES TR$358K0.00%HELD
326MMLPMARTIN MIDSTREAM PRTNRS L P$317K0.00%HELD
327BLDRBUILDERS FIRSTSOURCE INC$240K0.00%+20+0.7%
328PPLPPL CORP$209K0.00%6,060−52.6%
329IWPISHARES TR$1K0.00%+11NEW
330NWSNEWS CORP NEW$6270.00%+22NEW
331PYPLPAYPAL HLDGS INC7,520,682EXITED
332DHRDANAHER CORPORATION1,386,008EXITED
333VSTVISTRA CORP1,200,928EXITED
334PENPENUMBRA INC594,112EXITED
335HUMHUMANA INC684,778EXITED
336CEGCONSTELLATION ENERGY CORP417,487EXITED
337CCCCCC INTELLIGENT SOLUTIONS HL15,201,766EXITED
338ARESARES MANAGEMENT CORPORATION682,601EXITED
339SNPSSYNOPSYS INC207,349EXITED
340JBTMJBT MAREL CORPORATION564,745EXITED
341ROKROCKWELL AUTOMATION INC218,176EXITED
342ROKUROKU INC577,646EXITED
343AXONAXON ENTERPRISE INC95,671EXITED
344NDAQNASDAQ INC537,103EXITED
345WELLWELLTOWER INC262,930EXITED
346AYIACUITY INC134,004EXITED
347HLNEHAMILTON LANE INC288,827EXITED
348CRBGCOREBRIDGE FINL INC1,164,081EXITED
349PINSPINTEREST INC1,180,460EXITED
350MTBM & T BK CORP135,518EXITED
351EGEVEREST GROUP LTD73,795EXITED
352FNFABRINET53,742EXITED
353FROGJFROG LTD344,226EXITED
354CHKPCHECK POINT SOFTWARE TECH LT99,287EXITED
355LEUCENTRUS ENERGY CORP75,179EXITED
356FIVNFIVE9 INC786,016EXITED
357GLWCORNING INC105,988EXITED
358RYANRYAN SPECIALTY HOLDINGS INC128,282EXITED
359TLNTALEN ENERGY CORP14,261EXITED
360TEVATEVA PHARMACEUTICAL INDS LTD132,116EXITED
361DEODIAGEO PLC38,056EXITED
362COOKTRAEGER INC2,000,000EXITED
363JBIJANUS INTERNATIONAL GROUP IN105,077EXITED
364EVRGEVERGY INC4,308EXITED
365UHTUNIVERSAL HEALTH RLTY INCOME6,543EXITED
366IDAIDACORP INC1,885EXITED

Source: SEC EDGAR · accession 0001193125-26-220594. 13F discloses long positions only — shorts, foreign equities, and options are excluded.