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Institutional

Assenagon Asset Management S.A.

CIK 0001546007
$80.18B
Reported AUM
1,158
Positions
Q2 2026
Period
2026-07-08
Filed

Editorial summary

Summary for Assenagon Asset Management S.A. · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

NVDA$5.27BAAPL$4.46BAMZN$4.25BMSFTAMDGOOGINTCBERKSHIOther$45.04BAssenagon AssetManagement S.A.

Top holdings· first 500 of 1158

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$200.752.93%15.71%799.75%$5.27B6.57%HELD
2AAPLAPPLE INC$308.91-7.35%53.24%108.42%$4.46B5.56%HELD
3AMZNAMAZON COM INC$271.5815.32%26.46%56.49%$4.25B5.30%HELD
4MSFTMICROSOFT CORP$464.723.02%-10.62%60.10%$3.90B4.86%HELD
5AMDADVANCED MICRO DEVICES INC$476.15-1.90%177.32%330.05%$3.09B3.85%HELD
6GOOGALPHABET INC$356.656.88%88.30%147.35%$2.80B3.49%HELD
7INTCINTEL CORP$90.20-1.02%367.12%81.15%$2.26B2.81%HELD
8BRK/BBERKSHIRE HATHAWAY INC DEL$1.68B2.09%HELD
9SNDKSANDISK CORP$1214.83-5.09%2839.34%2451.63%$1.41B1.76%HELD
10GOOGLALPHABET INC$356.136.73%88.84%148.30%$1.40B1.74%HELD
11TSLATESLA INC$311.210.76%2.84%26.90%$1.38B1.72%HELD
12SNPSSYNOPSYS INC$388.764.41%-37.16%17.01%$1.10B1.37%HELD
13AAPLAPPLE INC$308.91-7.35%53.24%108.42%$995.4M1.24%HELD
14UBSUBS GROUP AG$52.74-1.22%47.53%263.00%$821.2M1.02%HELD
15AVGOBROADCOM INC$389.280.37%35.86%760.00%$793.2M0.99%HELD
16BANK OF AMER CORP$789.2M0.98%HELD
17TXNTEXAS INSTRS INC$275.74-1.08%56.41%66.41%$679.9M0.85%HELD
18COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%0.52%120.52%$627.0M0.78%HELD
19METAMETA PLATFORMS INC$556.713.28%-25.53%48.03%$625.3M0.78%HELD
20LLYELI LILLY & CO$1148.84-0.53%51.77%364.77%$600.9M0.75%HELD
21UNHUNITEDHEALTH GROUP INC$414.40-1.68%78.95%8.68%$542.8M0.68%HELD
22ABBVABBVIE INC$250.94-2.51%32.53%149.62%$527.9M0.66%HELD
23PEPPEPSICO INC$139.56-0.46%4.17%4.55%$503.1M0.63%HELD
24KLACKLA CORP$182.821.38%107.52%463.93%$499.3M0.62%HELD
25JNJJOHNSON & JOHNSON$256.350.21%57.03%69.42%$492.5M0.61%HELD
26TSMTAIWAN SEMICONDUCTOR MANUFAC$404.250.23%73.77%268.49%$490.5M0.61%HELD
27WMTWALMART INC$111.200.09%13.85%139.22%$456.8M0.57%HELD
28MAMASTERCARD INCORPORATED$573.10-0.74%3.00%70.49%$441.7M0.55%HELD
29PGPROCTER & GAMBLE CO$144.490.37%-1.27%15.38%$441.4M0.55%HELD
30JPMJPMORGAN CHASE & CO$351.790.27%23.90%149.25%$423.9M0.53%HELD
31MRVLMARVELL TECHNOLOGY INC$187.562.32%$403.7M0.50%HELD
32ISRGINTUITIVE SURGICAL INC$353.330.10%$397.6M0.50%HELD
33NFLXNETFLIX INC.$71.71-2.00%$390.1M0.49%HELD
34ORLYOREILLY AUTOMOTIVE INC$89.352.28%$385.8M0.48%HELD
35AMATAPPLIED MATLS INC$507.671.18%$384.6M0.48%HELD
36VRTXVERTEX PHARMACEUTICALS INC$477.10-0.95%$377.3M0.47%HELD
37ANETARISTA NETWORKS INC$180.355.46%$351.9M0.44%HELD
38MRKMERCK & CO INC$130.200.32%$347.3M0.43%HELD
39RYROYAL BK CDA$209.51-0.29%$329.0M0.41%HELD
40SBUXSTARBUCKS CORP$105.25-0.57%$325.3M0.41%HELD
41TMUST-MOBILE US INC$172.71-0.36%$314.3M0.39%HELD
42UBERUBER TECHNOLOGIES INC$70.36-0.01%$308.2M0.38%HELD
43PANWPALO ALTO NETWORKS INC$331.831.89%$307.3M0.38%HELD
44ROIVROIVANT SCIENCES LTD$33.91-1.77%$296.0M0.37%HELD
45ABTABBOTT LABORATORIES$105.700.09%$292.1M0.36%HELD
46GILDGILEAD SCIENCES INC$130.21-0.82%$289.1M0.36%HELD
47PNCPNC FINL SVCS GROUP INC$249.870.47%$286.7M0.36%HELD
48PFEPFIZER INC$25.010.40%$286.6M0.36%HELD
49ADBEADOBE INC$250.411.01%$267.8M0.33%HELD
50ONON SEMICONDUCTOR CORP$81.61-2.54%$265.5M0.33%HELD
51GEVGE VERNOVA INC$990.290.85%$263.8M0.33%HELD
52MOALTRIA GROUP INC$68.330.57%$259.5M0.32%HELD
53AZNASTRAZENECA PLC$169.64-0.99%$256.0M0.32%HELD
54ORCLORACLE CORP$129.871.81%$251.9M0.31%HELD
55BANK OF AMER CORP$250.7M0.31%HELD
56CNCCENTENE CORP DEL$62.222.27%$238.5M0.30%HELD
57TJXTJX COS INC NEW$157.34-1.21%$236.0M0.29%HELD
58CPNGCOUPANG INC$16.351.62%$229.9M0.29%HELD
59ABNBAIRBNB INC$151.52-0.37%$226.8M0.28%HELD
60NUNU HLDGS LTD$14.33-1.10%$225.2M0.28%HELD
61LRCXLAM RESEARCH CORP$293.02-1.58%$225.0M0.28%HELD
62DDOGDATADOG INC$267.97-0.22%$213.5M0.27%HELD
63LPLALPL FINL HLDGS INC$353.704.28%$210.4M0.26%HELD
64ADIANALOG DEVICES INC$367.410.20%$210.1M0.26%HELD
65KOCOCA COLA CO$87.59-1.02%$209.7M0.26%HELD
66CTASCINTAS CORP$204.63-1.04%$207.1M0.26%HELD
67MNSTMONSTER BEVERAGE CORP NEW$96.38-1.30%$206.4M0.26%HELD
68KKRKKR & CO INC$101.430.45%$202.5M0.25%HELD
69KEYSKEYSIGHT TECHNOLOGIES INC$319.082.04%$202.5M0.25%HELD
70PHPARKER-HANNIFIN CORP$976.531.43%$202.0M0.25%HELD
71MUMICRON TECHNOLOGY INC$823.03-5.90%$198.9M0.25%HELD
72CCITIGROUP INC$132.450.10%$198.7M0.25%HELD
73CMGCHIPOTLE MEXICAN GRILL INC$37.22-3.37%$195.5M0.24%HELD
74CRMSALESFORCE INC$184.021.83%$190.0M0.24%HELD
75CVXCHEVRON CORPORATION$196.832.35%$187.1M0.23%HELD
76FCXFREEPORT MCMORAN INC$62.63-1.28%$185.3M0.23%HELD
77NEENEXTERA ENERGY INC$86.92-1.15%$184.1M0.23%HELD
78CVSCVS HEALTH CORP$104.43-0.75%$183.8M0.23%HELD
79NOWSERVICENOW INC$111.231.05%$179.9M0.22%HELD
80PCORPROCORE TECHNOLOGIES INC$54.771.82%$178.7M0.22%HELD
81BSXBOSTON SCIENTIFIC CORP$46.731.59%$178.1M0.22%HELD
82PLTRPALANTIR TECHNOLOGIES INC$123.060.65%$174.0M0.22%HELD
83TMOTHERMO FISHER SCIENTIFIC INC$574.30-0.43%$171.4M0.21%HELD
84CBRECBRE GROUP INC$146.81-1.77%$170.9M0.21%HELD
85AAPLAPPLE INC$308.91-7.35%53.24%108.42%$170.7M0.21%HELD
86HLTHILTON WORLDWIDE HLDGS INC$320.49-0.48%$168.3M0.21%HELD
87BLKBLACKROCK INC$1090.39-0.73%$167.3M0.21%HELD
88TLNTALEN ENERGY CORP$334.100.47%$167.0M0.21%HELD
89NTNXNUTANIX INC$59.01-0.42%$166.2M0.21%HELD
90CORCENCORA INC$311.34-0.29%$166.1M0.21%HELD
91EWEDWARDS LIFESCIENCES CORP$86.07-0.98%$164.0M0.20%HELD
92GRABGRAB HOLDINGS LIMITED$3.502.94%$162.9M0.20%HELD
93SCHWSCHWAB CHARLES CORP$105.240.87%$160.9M0.20%HELD
94MELIMERCADOLIBRE INC$1877.95-0.41%$160.7M0.20%HELD
95COFCAPITAL ONE FINL CORP$209.01-0.54%$159.9M0.20%HELD
96GLWCORNING INC$138.252.24%$157.2M0.20%HELD
97CLCOLGATE PALMOLIVE CO$91.30-0.33%$156.0M0.19%HELD
98TTWOTAKE-TWO INTERACTIVE SOFTWAR$242.92-1.82%$154.5M0.19%HELD
99REGNREGENERON PHARMACEUTICALS$762.633.29%$152.7M0.19%HELD
100MCDMCDONALDS CORP$270.640.82%$150.4M0.19%HELD
101TFCTRUIST FINL CORP$51.84-0.33%$149.8M0.19%HELD
102CEGCONSTELLATION ENERGY CORP$262.75-0.31%$148.9M0.19%HELD
103PMPHILIP MORRIS INTL INC$142.7M0.18%HELD
104CTSHCOGNIZANT TECHNOLOGY SOLUTIO$141.5M0.18%HELD
105NRGNRG ENERGY INC$141.3M0.18%HELD
106JPMJPMORGAN CHASE & CO$351.790.27%23.90%149.25%$135.8M0.17%HELD
107EMREMERSON ELEC CO$135.4M0.17%HELD
108CCLCARNIVAL CORP LTD$133.9M0.17%HELD
109DUKDUKE ENERGY CORP NEW$133.8M0.17%HELD
110MARMARRIOTT INTL INC NEW$133.6M0.17%HELD
111ATIATI INC$129.5M0.16%HELD
112HDHOME DEPOT INC$127.7M0.16%HELD
113RTXRTX CORPORATION$127.0M0.16%HELD
114KMIKINDER MORGAN INC DEL$125.2M0.16%HELD
115DASHDOORDASH INC$122.7M0.15%HELD
116DTDYNATRACE INC$122.5M0.15%HELD
117ETSYETSY INC$121.5M0.15%HELD
118DARDARLING INGREDIENTS INC$120.9M0.15%HELD
119BKNGBOOKING HOLDINGS INC$117.6M0.15%HELD
120ELVELEVANCE HEALTH INC FORMERLY$115.8M0.14%HELD
121EOGEOG RES INC$111.6M0.14%HELD
122AXSMAXSOME THERAPEUTICS INC.$111.3M0.14%HELD
123QRVOQORVO INC$110.4M0.14%HELD
124ROSTROSS STORES INC$109.5M0.14%HELD
125MRSHMARSH & MCLENNAN COS INC$109.1M0.14%HELD
126EXEEXPAND ENERGY CORPORATION$107.9M0.13%HELD
127ALGNALIGN TECHNOLOGY INC$106.5M0.13%HELD
128CIENCIENA CORP$105.0M0.13%HELD
129SLBSLB LIMITED$104.5M0.13%HELD
130VALEVALE S A$104.2M0.13%HELD
131MSIMOTOROLA SOLUTIONS INC$104.1M0.13%HELD
132NXPINXP SEMICONDUCTORS N V$104.0M0.13%HELD
133TEVATEVA PHARMACEUTICAL INDS LTD$103.5M0.13%HELD
134NEMNEWMONT CORP$103.2M0.13%HELD
135RBLXROBLOX CORP$103.0M0.13%HELD
136LINLINDE PLC$102.5M0.13%HELD
137NKENIKE INC$102.3M0.13%HELD
138BMRNBIOMARIN PHARMACEUTICAL INC$100.8M0.13%HELD
139LOGILOGITECH INTL S A$98.2M0.12%HELD
140IDXXIDEXX LABS INC$96.5M0.12%HELD
141XELXCEL ENERGY INC$94.2M0.12%HELD
142MSCIMSCI INC$94.0M0.12%HELD
143HOODROBINHOOD MKTS INC$93.8M0.12%HELD
144CPRTCOPART INC$93.4M0.12%HELD
145VZVERIZON COMMUNICATIONS INC$91.2M0.11%HELD
146CDNSCADENCE DESIGN SYSTEM INC$88.3M0.11%HELD
147HWMHOWMET AEROSPACE INC$88.0M0.11%HELD
148PCARPACCAR INC$88.0M0.11%HELD
149AMPAMERIPRISE FINL INC$87.9M0.11%HELD
150LITELUMENTUM HLDGS INC$87.4M0.11%HELD
151SNOWSNOWFLAKE INC$85.8M0.11%HELD
152UPSUNITED PARCEL SVCS INC$85.7M0.11%HELD
153OXYOCCIDENTAL PETE CORP$82.7M0.10%HELD
154EQTEQT CORP$82.2M0.10%HELD
155CMECME GROUP INC$80.7M0.10%HELD
156LBRDKLIBERTY BROADBAND CORP$80.4M0.10%HELD
157GMGENERAL MTRS CO$79.5M0.10%HELD
158LNTHLANTHEUS HLDGS INC$79.3M0.10%HELD
159VTRSVIATRIS INC$79.2M0.10%HELD
160AZOAUTOZONE INC$78.2M0.10%HELD
161HALOHALOZYME THERAPEUTICS INC$78.1M0.10%HELD
162VRSNVERISIGN INC$78.1M0.10%HELD
163EBAYEBAY INC.$76.6M0.10%HELD
164SHWSHERWIN WILLIAMS CO$76.0M0.09%HELD
165WWAYFAIR INC$75.7M0.09%HELD
166RKTROCKET COS INC$74.9M0.09%HELD
167RFREGIONS FINANCIAL CORP NEW$74.3M0.09%HELD
168AXTIAXT INC$73.7M0.09%HELD
169FWONKLIBERTY MEDIA CORP DEL$73.4M0.09%HELD
170BEBLOOM ENERGY CORP$72.6M0.09%HELD
171ADMARCHER DANIELS MIDLAND CO$72.1M0.09%HELD
172SUNCSUNOCOCORP LLC$71.5M0.09%HELD
173XYZBLOCK INC$71.3M0.09%HELD
174VISNVISTANCE NETWORKS INC$70.5M0.09%HELD
175CENXCENTURY ALUM CO$70.4M0.09%HELD
176SPHRSPHERE ENTERTAINMENT CO$70.4M0.09%HELD
177MSGEMADISON SQUARE GARDEN ENTMT$69.8M0.09%HELD
178AMGNAMGEN INC$69.3M0.09%HELD
179RACEFERRARI N V$68.5M0.09%HELD
180BIOBIO RAD LABS INC$68.5M0.09%HELD
181NTRANATERA INC$68.1M0.08%HELD
182PRUPRUDENTIAL FINL INC$66.9M0.08%HELD
183MDGLMADRIGAL PHARMACEUTICALS INC$66.7M0.08%HELD
184COPCONOCOPHILLIPS$66.3M0.08%HELD
185IQVIQVIA HLDGS INC$65.8M0.08%HELD
186DLTRDOLLAR TREE INC$65.4M0.08%HELD
187SPOTSPOTIFY TECHNOLOGY S A$64.7M0.08%HELD
188ETNEATON CORP PLC$64.4M0.08%HELD
189SMCISUPER MICRO COMPUTER INC$63.8M0.08%HELD
190INDVINDIVIOR PHARMACEUTICALS INC$63.2M0.08%HELD
191AONAON PLC$62.6M0.08%HELD
192SYFSYNCHRONY FINANCIAL$62.2M0.08%HELD
193UNPUNION PAC CORP$62.0M0.08%HELD
194AMZNAMAZON COM INC$271.5815.32%26.46%56.49%$62.0M0.08%HELD
195FUTUFUTU HLDGS LTD$61.6M0.08%HELD
196FIXCOMFORT SYS USA INC$61.5M0.08%HELD
197KVUEKENVUE INC$61.5M0.08%HELD
198LNGCHENIERE ENERGY INC$61.2M0.08%HELD
199ICEINTERCONTINENTAL EXCHANGE IN$61.1M0.08%HELD
200MCOMOODYS CORP$60.6M0.08%HELD
201NSCNORFOLK SOUTHN CORP$60.4M0.08%HELD
202CCKCROWN HLDGS INC$60.3M0.08%HELD
203DELLDELL TECHNOLOGIES INC$60.2M0.08%HELD
204TARSTARSUS PHARMACEUTICALS INC$59.6M0.07%HELD
205EFXEQUIFAX INC$59.0M0.07%HELD
206SOSOUTHERN CO$57.9M0.07%HELD
207WWDWOODWARD INC$57.6M0.07%HELD
208SMTCSEMTECH CORP$56.6M0.07%HELD
209CLFCLEVELAND-CLIFFS INC NEW$56.5M0.07%HELD
210IBKRINTERACTIVE BROKERS GROUP IN$56.2M0.07%HELD
211HPEHEWLETT PACKARD ENTERPRISE C$55.9M0.07%HELD
212APGAPI GROUP CORP$55.9M0.07%HELD
213COGTCOGENT BIOSCIENCES INC$55.8M0.07%HELD
214LEGNLEGEND BIOTECH CORP$55.3M0.07%HELD
215ONTOONTO INNOVATION INC$54.4M0.07%HELD
216JCIJOHNSON CONTROLS INTERNATION$53.8M0.07%HELD
217MTZMASTEC INC$53.8M0.07%HELD
218FISVFISERV INC$53.7M0.07%HELD
219WABWABTEC$52.6M0.07%HELD
220NTAPNETAPP INC$52.6M0.07%HELD
221ZNGAZOOM COMMUNICATIONS INC$52.5M0.07%HELD
222MTSIMACOM TECH SOLUTIONS HLDGS I$52.2M0.07%HELD
223AFLAFLAC INC$51.8M0.06%HELD
224ESTCELASTIC N V$51.6M0.06%HELD
225VMCVULCAN MATLS CO$51.6M0.06%HELD
226JEFJEFFERIES FINANCIAL GROUP IN$51.4M0.06%HELD
227SLABSILICON LABORATORIES INC$49.0M0.06%HELD
228WATWATERS CORP$48.8M0.06%HELD
229FANGDIAMONDBACK ENERGY INC$48.7M0.06%HELD
230AXGNAXOGEN INC$48.2M0.06%HELD
231CFGCITIZENS FINL GROUP INC$47.7M0.06%HELD
232GEOGEO GROUP INC$47.6M0.06%HELD
233AERAERCAP HOLDINGS NV$47.4M0.06%HELD
234NVRNVR INC$47.2M0.06%HELD
235ARWARROW ELECTRS INC$47.1M0.06%HELD
236STZCONSTELLATION BRANDS INC$47.0M0.06%HELD
237DOVDOVER CORP$46.9M0.06%HELD
238ALNYALNYLAM PHARMACEUTICALS INC$46.9M0.06%HELD
239TTDTHE TRADE DESK INC$46.9M0.06%HELD
240HASHASBRO INC$46.8M0.06%HELD
241DXCMDEXCOM INC$46.7M0.06%HELD
242AXONAXON ENTERPRISE INC$46.7M0.06%HELD
243LYBLYONDELLBASELL INDUSTRIES NV$46.6M0.06%HELD
244CUBICUSTOMERS BANCORP INC$46.2M0.06%HELD
245WDAYWORKDAY INC$46.0M0.06%HELD
246UTHRUNITED THERAPEUTICS CORP DEL$45.8M0.06%HELD
247ARANTERO RESOURCES CORP$45.5M0.06%HELD
248URIUNITED RENTALS INC$45.5M0.06%HELD
249KRKROGER CO$45.4M0.06%HELD
250EMEEMCOR GROUP INC$45.3M0.06%HELD
251BZKANZHUN LIMITED$45.3M0.06%HELD
252HDBHDFC BANK LTD$45.1M0.06%HELD
253OKEONEOK INC NEW$44.5M0.06%HELD
254ULTAULTA BEAUTY INC$44.5M0.06%HELD
255FSLRFIRST SOLAR INC$44.5M0.06%HELD
256PLNTPLANET FITNESS MASTER ISSUER$44.4M0.06%HELD
257ADPAUTOMATIC DATA PROCESSING IN$43.6M0.05%HELD
258PCTYPAYLOCITY HLDG CORP$43.3M0.05%HELD
259FICOFAIR ISAAC CORP$43.3M0.05%HELD
260MDBMONGODB INC$43.0M0.05%HELD
261MTDMETTLER TOLEDO INTERNATIONAL$42.9M0.05%HELD
262GWWWW GRAINGER INC$42.5M0.05%HELD
263AMRXAMNEAL PHARMACEUTICALS INC$42.3M0.05%HELD
264HSYHERSHEY CO$41.8M0.05%HELD
265TDYTELEDYNE TECHNOLOGIES INC$41.7M0.05%HELD
266FORMFORMFACTOR INC$41.5M0.05%HELD
267MCKMCKESSON CORP$41.5M0.05%HELD
268HUBSHUBSPOT INC$41.4M0.05%HELD
269EATBRINKER INTL INC$41.4M0.05%HELD
270ALLYALLY FINL INC$41.1M0.05%HELD
271DECKDECKERS OUTDOOR CORP$41.1M0.05%HELD
272VEEVVEEVA SYS INC$40.9M0.05%HELD
273SRESEMPRA$40.8M0.05%HELD
274CNOCNO FINL GROUP INC$40.5M0.05%HELD
275BBYBEST BUY INC$40.3M0.05%HELD
276UCTTULTRA CLEAN HLDGS INC$39.7M0.05%HELD
277CMSCMS ENERGY CORP$39.6M0.05%HELD
278MCHPMICROCHIP TECHNOLOGY INC.$39.5M0.05%HELD
279LOWLOWES COS INC$39.5M0.05%HELD
280BNTXBIONTECH SE$39.4M0.05%HELD
281PSXPHILLIPS 66$39.2M0.05%HELD
282INSPINSPIRE MED SYS INC$38.6M0.05%HELD
283AMEAMETEK INC$38.4M0.05%HELD
284UNMUNUM GROUP$38.2M0.05%HELD
285FPSFORGENT POWER SOLUTIONS INC$38.2M0.05%HELD
286GDDYGODADDY INC$38.2M0.05%HELD
287LVSLAS VEGAS SANDS CORP$38.0M0.05%HELD
288COOCOOPER COS INC$37.7M0.05%HELD
289RVMDREVOLUTION MEDICINES INC$37.5M0.05%HELD
290NBIXNEUROCRINE BIOSCIENCES INC$37.5M0.05%HELD
291RIGTRANSOCEAN LTD$37.5M0.05%HELD
292STNGSCORPIO TANKERS INC$37.4M0.05%HELD
293WMWASTE MGMT INC DEL$37.2M0.05%HELD
294STOKSTOKE THERAPEUTICS INC$36.9M0.05%HELD
295KEXKIRBY CORP$36.8M0.05%HELD
296ODFLOLD DOMINION FREIGHT LINE IN$36.6M0.05%HELD
297MOHMOLINA HEALTHCARE INC$35.8M0.04%HELD
298OSCROSCAR HEALTH INC$35.6M0.04%HELD
299ETRENTERGY CORP NEW$35.3M0.04%HELD
300AVTAVNET INC$35.1M0.04%HELD
301SFSTIFEL FINL CORP$34.2M0.04%HELD
302VLOVALERO ENERGY CORP$34.1M0.04%HELD
303RSIRUSH STREET INTERACTIVE INC$33.9M0.04%HELD
304MSFTMICROSOFT CORP$464.723.02%-10.62%60.10%$33.6M0.04%HELD
305SRADSPORTRADAR GROUP AG$32.8M0.04%HELD
306ZYMEZYMEWORKS INC$32.7M0.04%HELD
307ELLAUDER ESTEE COS INC$32.6M0.04%HELD
308YUMYUM BRANDS INC$32.3M0.04%HELD
309ROKROCKWELL AUTOMATION INC$32.3M0.04%HELD
310APOAPOLLO GLOBAL MGMT INC$31.8M0.04%HELD
311CRUSCIRRUS LOGIC INC$31.8M0.04%HELD
312PEGPUBLIC SVC ENTERPRISE GROUP$31.4M0.04%HELD
313JPMJPMORGAN CHASE & CO$351.790.27%23.90%149.25%$31.2M0.04%HELD
314ASBASSOCIATED BANC-CORP$30.9M0.04%HELD
315INTUINTUIT$30.8M0.04%HELD
316FROGJFROG LTD$30.7M0.04%HELD
317AOSSMITH A O CORP$30.7M0.04%HELD
318NINISOURCE INC$30.5M0.04%HELD
319KEYKEYCORP$30.4M0.04%HELD
320TSEMTOWER SEMICONDUCTOR LTD$30.4M0.04%HELD
321JBLJABIL INC$30.3M0.04%HELD
322CMICUMMINS INC$30.2M0.04%HELD
323SESEA LTD$29.9M0.04%HELD
324BALLBALL CORP$29.8M0.04%HELD
325CLDXCELLDEX THERAPEUTICS INC NEW$29.3M0.04%HELD
326GPORGULFPORT ENERGY CORP$29.2M0.04%HELD
327AFGAMERICAN FINANCIAL GROUP INC$29.1M0.04%HELD
328ITRIITRON INC$29.1M0.04%HELD
329SEDGSOLAREDGE TECHNOLOGIES INC$28.9M0.04%HELD
330CFCF INDUSTRIES HOLD$28.8M0.04%HELD
331CHKPCHECK POINT SOFTWARE TECH LT$28.7M0.04%HELD
332CITHE CIGNA GROUP$28.6M0.04%HELD
333TPRTAPESTRY INC$28.5M0.04%HELD
334TRVITREVI THERAPEUTICS INC$28.4M0.04%HELD
335KGCKINROSS GOLD CORP$28.4M0.04%HELD
336ATOATMOS ENERGY CORP$28.4M0.04%HELD
337MXLMAXLINEAR INC$28.3M0.04%HELD
338UALUNITED AIRLS HLDGS INC$28.3M0.04%HELD
339IRONDISC MEDICINE INC$28.1M0.04%HELD
340ZTSZOETIS INC$28.0M0.03%HELD
341ALLALLSTATE CORP$27.9M0.03%HELD
342NMIHNMI HLDGS INC$27.9M0.03%HELD
343GGGGRACO INC$27.9M0.03%HELD
344ALBALBEMARLE CORP$27.5M0.03%HELD
345BURLBURLINGTON STORES INC$27.5M0.03%HELD
346ENTGENTEGRIS INC$27.5M0.03%HELD
347FFIVF5 INC$27.5M0.03%HELD
348DNTHDIANTHUS THERAPEUTICS INC$27.4M0.03%HELD
349ZSZSCALER INC$27.3M0.03%HELD
350BPBP PLC$27.2M0.03%HELD
351PPGPPG INDS INC$27.1M0.03%HELD
352TOSTTOAST INC$27.0M0.03%HELD
353IBMINTERNATIONAL BUSINESS MACHS$26.3M0.03%HELD
354AMZNAMAZON COM INC$271.5815.32%26.46%56.49%$26.2M0.03%HELD
355GENGEN DIGITAL INC$25.9M0.03%HELD
356FASTFASTENAL CO$25.7M0.03%HELD
357PTCPTC INC$25.6M0.03%HELD
358OKTAOKTA INC$25.5M0.03%HELD
359TWLOTWILIO INC$24.9M0.03%HELD
360DHID R HORTON INC$24.7M0.03%HELD
361CHRDCHORD ENERGY CORPORATION$24.7M0.03%HELD
362LSCCLATTICE SEMICONDUCTOR CORP$24.6M0.03%HELD
363ILMNILLUMINA INC$24.6M0.03%HELD
364BPOPPOPULAR INC$24.5M0.03%HELD
365TVTXTRAVERE THERAPEUTICS INC$24.3M0.03%HELD
366VRTVERTIV HOLDINGS CO$23.9M0.03%HELD
367HBANHUNTINGTON BANCSHARES INC$23.8M0.03%HELD
368QQNITY ELECTRONICS INC$23.7M0.03%HELD
369AITAPPLIED INDL TECHNOLOGIES IN$23.7M0.03%HELD
370QUREUNIQURE NV$23.7M0.03%HELD
371PFSPROVIDENT FINL SVCS INC$23.6M0.03%HELD
372EXCEXELON CORP$23.6M0.03%HELD
373FEFIRSTENERGY CORP$23.5M0.03%HELD
374MBLYMOBILEYE GLOBAL INC$23.4M0.03%HELD
375EXELEXELIXIS INC$23.3M0.03%HELD
376NDAQNASDAQ INC$23.3M0.03%HELD
377INSMINSMED INC$23.3M0.03%HELD
378WSTWEST PHARMACEUTICAL SVSC INC$23.2M0.03%HELD
379EPAMEPAM SYS INC$23.2M0.03%HELD
380CTRICENTURI HOLDINGS INC$23.2M0.03%HELD
381PINSPINTEREST INC$23.1M0.03%HELD
382TERTERADYNE INC$22.9M0.03%HELD
383COINCOINBASE GLOBAL INC$22.6M0.03%HELD
384RBRKRUBRIK INC.$22.5M0.03%HELD
385PHMPULTE GROUP INC$22.3M0.03%HELD
386IOSPINNOSPEC INC$22.2M0.03%HELD
387METMETLIFE INC$22.0M0.03%HELD
388AWIARMSTRONG WORLD INDS INC NEW$21.9M0.03%HELD
389JBSJBS N.V.$21.9M0.03%HELD
390RAMPLIVERAMP HLDGS INC$21.9M0.03%HELD
391EXPEEXPEDIA GROUP INC$21.8M0.03%HELD
392BANCBANC OF CALIFORNIA INC$21.8M0.03%HELD
393CLHCLEAN HARBORS INC$21.7M0.03%HELD
394AALAMERICAN AIRLINES GROUP INC$21.5M0.03%HELD
395AIGAMERICAN INTL GROUP INC$21.0M0.03%HELD
396WGSGENEDX HOLDINGS CORP$20.8M0.03%HELD
397TRGPTARGA RES CORP$20.7M0.03%HELD
398RYTMRHYTHM PHARMACEUTICALS INC$20.7M0.03%HELD
399MTBM & T BK CORP$20.1M0.03%HELD
400AWKAMERICAN WTR WKS CO INC NEW$20.1M0.03%HELD
401APHAMPHENOL CORP$20.0M0.03%HELD
402CECOCECO ENVIRONMENTAL CORP$19.9M0.02%HELD
403FOXFOX CORP$19.9M0.02%HELD
404ROKUROKU INC$19.9M0.02%HELD
405CELCCELCUITY INC$19.7M0.02%HELD
406ROLROLLINS INC$19.6M0.02%HELD
407PNWPINNACLE WEST CAP CORP$19.5M0.02%HELD
408LYVLIVE NATION ENTERTAINMENT IN$19.4M0.02%HELD
409CRGYCRESCENT ENERGY COMPANY$19.4M0.02%HELD
410LHLABCORP HOLDINGS INC$19.4M0.02%HELD
411JLLJONES LANG LASALLE INC$19.0M0.02%HELD
412NIONIO INC$19.0M0.02%HELD
413SFDSMITHFIELD FOODS INC$19.0M0.02%HELD
414ALLEALLEGION PLC$18.9M0.02%HELD
415SIGISELECTIVE INS GROUP INC$18.8M0.02%HELD
416PUMPPROPETRO HLDG CORP$18.7M0.02%HELD
417VVISA INC$18.6M0.02%HELD
418CSCOCISCO SYS INC$18.5M0.02%HELD
419BROBROWN & BROWN INC$18.5M0.02%HELD
420GPCGENUINE PARTS CO$18.5M0.02%HELD
421WINGWINGSTOP INC$18.4M0.02%HELD
422NWSANEWS CORP NEW$18.1M0.02%HELD
423CYRXCRYOPORT INC$18.1M0.02%HELD
424TYLTYLER TECHNOLOGIES INC$18.0M0.02%HELD
425VIAVVIAVI SOLUTIONS INC$17.9M0.02%HELD
426RPMRPM INTL INC$17.8M0.02%HELD
427TRMBTRIMBLE INC$17.8M0.02%HELD
428MANHMANHATTAN ASSOCIATES INC$17.6M0.02%HELD
429CNMCORE & MAIN INC$17.6M0.02%HELD
430SNAPSNAP INC$17.3M0.02%HELD
431MPCMARATHON PETE CORP$17.3M0.02%HELD
432SSENTINELONE INC$17.2M0.02%HELD
433TEAMATLASSIAN CORPORATION$17.2M0.02%HELD
434XYLXYLEM INC$17.2M0.02%HELD
435GTXGARRETT MOTION INC$17.0M0.02%HELD
436HLIHOULIHAN LOKEY INC$17.0M0.02%HELD
437QCOMQUALCOMM INC$16.9M0.02%HELD
438SAIASAIA INC$16.9M0.02%HELD
439CCITIGROUP INC$132.450.10%$16.8M0.02%HELD
440FAFFIRST AMERN FINL CORP$16.7M0.02%HELD
441BANDBANDWIDTH INC$16.7M0.02%HELD
442WCNWASTE CONNECTIONS INC$16.6M0.02%HELD
443MLMMARTIN MARIETTA MATLS INC$16.6M0.02%HELD
444FERGFERGUSON ENTERPRISES INC$16.6M0.02%HELD
445WULFTERAWULF INC$16.5M0.02%HELD
446ARWRARROWHEAD PHARMACEUTICALS IN$16.5M0.02%HELD
447SWKSSKYWORKS SOLUTIONS INC$16.4M0.02%HELD
448RMDRESMED INC$16.3M0.02%HELD
449GGBGERDAU SA$16.3M0.02%HELD
450TPGTPG INC$16.3M0.02%HELD
451CATCATERPILLAR INC$16.2M0.02%HELD
452STESTERIS PLC$16.1M0.02%HELD
453PFGCPERFORMANCE FOOD GROUP CO$15.7M0.02%HELD
454UVSPUNIVEST FINANCIAL CORPORATIO$15.7M0.02%HELD
455ELVNENLIVEN THERAPEUTICS INC$15.6M0.02%HELD
456CASYCASEYS GEN STORES INC$15.5M0.02%HELD
457DOCUDOCUSIGN INC$15.5M0.02%HELD
458XPXP INC$15.4M0.02%HELD
459AVYAVERY DENNISON CORP$15.4M0.02%HELD
460ARGXARGENX SE$15.3M0.02%HELD
461GKOSGLAUKOS CORP$15.2M0.02%HELD
462SJMSMUCKER J M CO$15.1M0.02%HELD
463CHDCHURCH & DWIGHT CO INC$15.1M0.02%HELD
464ERASERASCA INC$14.9M0.02%HELD
465DVDOUBLEVERIFY HLDGS INC$14.9M0.02%HELD
466COTYCOTY INC$14.8M0.02%HELD
467CTVACORTEVA INC$14.8M0.02%HELD
468PAYXPAYCHEX INC$14.6M0.02%HELD
469NVMINOVA LTD$14.5M0.02%HELD
470QTWOQ2 HLDGS INC$14.2M0.02%HELD
471CNPCENTERPOINT ENERGY INC$14.2M0.02%HELD
472WECWEC ENERGY GROUP INC$14.1M0.02%HELD
473GWREGUIDEWIRE SOFTWARE INC$14.1M0.02%HELD
474BCPCBALCHEM CORP$14.0M0.02%HELD
475CRLCHARLES RIV LABS INTL INC$14.0M0.02%HELD
476MEDPMEDPACE HLDGS INC$13.6M0.02%HELD
477SSLSASOL LTD$13.6M0.02%HELD
478FELEFRANKLIN ELEC INC$13.6M0.02%HELD
479KENKENON HLDGS LTD$13.4M0.02%HELD
480JBHTHUNT J B TRANS SVCS INC$13.3M0.02%HELD
481LULULULULEMON ATHLETICA INC$13.0M0.02%HELD
482PEVERPURE INC$13.0M0.02%HELD
483OTISOTIS WORLDWIDE CORP$12.9M0.02%HELD
484PODDINSULET CORP$12.9M0.02%HELD
485ADTNADTRAN HOLDINGS INC$12.8M0.02%HELD
486GSGOLDMAN SACHS GROUP INC$12.7M0.02%HELD
487AEPAMERICAN ELEC PWR CO INC$12.7M0.02%HELD
488NVTNVENT ELEC PLC$12.6M0.02%HELD
489ATRAPTARGROUP INC$12.5M0.02%HELD
490GNWGENWORTH FINL INC$12.4M0.02%HELD
491BKUBANKUNITED INC$12.4M0.02%HELD
492HIGHARTFORD INSURANCE GROUP INC$12.2M0.02%HELD
493SHAKSHAKE SHACK INC$12.2M0.02%HELD
494SYKSTRYKER CORPORATION$12.2M0.02%HELD
495CPAYCORPAY INC$12.2M0.02%HELD
496MKLMARKEL GROUP INC$12.2M0.02%HELD
497WDCWESTERN DIGITAL CORP$12.0M0.02%HELD
498BACBANK OF AMER CORP$11.9M0.01%HELD
499MWAMUELLER WTR PRODS INC$11.8M0.01%HELD
500ESTAESTABLISHMENT LABS HLDGS INC$11.7M0.01%HELD

Source: SEC EDGAR · accession 0001546007-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.