MondegarAI
← Tracker

Institutional

Atom Investors LP

CIK 0001738902
$1.40B
Reported AUM
641
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Atom Investors LP · Q1 2026

AI · grounded in 13F

Atom Investors LP closed its position in CRM, reducing exposure by $14.0M. The fund also exited positions in XLU, XLP, USMV, and XLV. On the buy side, the fund established a new position in EQIX for $11.7M and increased its stake in AVGO by 417.9%. Other new entries include RS and WEX.

Portfolio · Q1 2026

VOOOther$1.20BAL

Top holdings· first 500 of 641

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$40.1M2.87%HELD
2TECHBIO-TECHNE CORP$52.741.43%7.42%-55.90%$16.7M1.19%32,357−9.2%
3EQIXEQUINIX INC$1080.95-0.75%20.90%45.37%$11.7M0.84%+11,954NEW
4AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$11.5M0.82%+29,993+417.9%
5SMGSCOTTS MIRACLE-GRO CO$57.62-0.09%-9.34%-60.62%$10.5M0.75%+59,358+52.1%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$10.2M0.73%+33,990+225.0%
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$10.0M0.72%+25,922+82.5%
8LKQLKQ CORP$24.97-0.99%-32.78%-43.45%$9.8M0.70%+134,133+66.7%
9CSLCARLISLE COS INC$345.55-0.12%-7.32%80.60%$9.2M0.66%+7,205+35.2%
10DNTHDIANTHUS THERAPEUTICS INC$80.51-4.30%327.11%-29.33%$9.0M0.65%74,107−40.7%
11AEEAMEREN CORP$107.62-1.51%17.06%49.71%$8.9M0.64%+56,053+226.0%
12RSRELIANCE INC$391.55-0.72%29.38%172.15%$8.9M0.64%+29,194NEW
13WEXWEX INC$148.210.91%6.95%-21.88%$8.7M0.62%+56,949NEW
14CELCCELCUITY INC$88.24-0.05%576.48%348.12%$8.7M0.62%9,262−10.8%
15HRBBLOCK H & R INC$38.091.65%-31.33%83.36%$8.7M0.62%+101,928+59.4%
16LNTALLIANT ENERGY CORP$72.63-0.33%24.26%46.44%$8.5M0.61%+33,396+39.3%
17ALKALASKA AIR GROUP INC$42.820.30%-18.44%-26.21%$8.4M0.60%+182,791+393.5%
18BLDRBUILDERS FIRSTSOURCE INC$73.64-1.79%-34.03%65.48%$8.4M0.60%+50,902+99.5%
19WHDCACTUS INC$56.62-3.84%26.13%65.39%$7.8M0.56%+56,977+53.3%
20REZIRESIDEO TECHNOLOGIES INC$31.213.24%47.50%5.80%$7.7M0.55%+94,056+69.4%
21CDECOEUR MNG INC$16.37-11.42%74.90%117.35%$7.7M0.55%+408,502NEW
22BMYBRISTOL-MYERS SQUIBB CO$57.271.18%24.21%3.16%$7.6M0.54%+124,525NEW
23HBANHUNTINGTON BANCSHARES INC$16.52-0.06%5.77%45.05%$7.5M0.54%+478,485NEW
24PCGPG&E CORP$17.111.72%10.44%97.47%$7.4M0.53%+127,997+43.8%
25CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$7.3M0.53%+35,518NEW
26STZCONSTELLATION BRANDS INC$139.51-1.00%-15.82%-31.35%$7.3M0.52%+12,710+35.3%
27PFGCPERFORMANCE FOOD GROUP CO$97.580.48%10.00%111.96%$7.3M0.52%+23,373+37.8%
28RVTYREVVITY INC$101.272.95%7.27%-45.38%$7.3M0.52%+83,292NEW
29KODKODIAK SCIENCES INC$31.05-9.10%635.78%-62.97%$7.3M0.52%16,722−8.1%
30WTTRSELECT WATER SOLUTIONS INC$18.563.05%108.43%233.51%$7.1M0.51%+239,151+106.2%
31CNPCENTERPOINT ENERGY INC$42.21-1.12%$7.1M0.51%+164,040NEW
32BURLBURLINGTON STORES INC$317.05-1.53%$6.9M0.50%+20,331+1977.7%
33FNDFLOOR & DECOR HLDGS INC$47.41-3.05%$6.9M0.50%+47,492+53.4%
34NRGNRG ENERGY INC$129.20-3.14%$6.9M0.49%+46,915NEW
35PRAXPRAXIS PRECISION MEDICINES I$254.00-4.06%$6.8M0.49%+4,709+28.6%
36PPLPPL CORP$35.760.06%$6.8M0.48%+84,175+90.6%
37LMTLOCKHEED MARTIN CORP$523.760.91%$6.7M0.48%+11,106NEW
38IMNMIMMUNOME INC$18.55-0.16%$6.7M0.48%+131,113+74.6%
39UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%$6.7M0.48%+11,261NEW
40PTENPATTERSON-UTI ENERGY INC$11.933.61%$6.7M0.48%+614,212NEW
41AMATAPPLIED MATLS INC$453.01-9.71%$6.6M0.47%+12,315+177.5%
42BCOBRINKS CO$100.990.00%$6.5M0.46%+22,682+57.0%
43WWWWOLVERINE WORLD WIDE INC$15.90-0.19%$6.4M0.46%+292,896+293.4%
44NUNU HLDGS LTD$11.97-1.24%$6.4M0.46%+187,160+72.8%
45APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$6.4M0.46%44,660−43.8%
46WMT2WELLS FARGO & CO$6.3M0.45%+71,678+907.2%
47CSXCSX CORP$46.991.64%$6.3M0.45%103,802−40.3%
48CNTACENTESSA PHARMACEUTICALS PLC$39.620.01%$6.3M0.45%+140,162+764.0%
49JBSJBS N.V.$11.88-2.98%$6.2M0.44%+146,180+73.7%
50PATKPATRICK INDS INC$87.492.78%$6.1M0.44%12,132−18.1%
51SPGIS&P GLOBAL INC$424.441.03%$6.1M0.44%+12,342+617.1%
52WMBWILLIAMS COS INC$71.96-0.65%$6.1M0.44%+42,121+101.2%
53MBUUMALIBU BOATS INC$27.213.11%$6.0M0.43%+45,798+24.6%
54BCBRUNSWICK CORP$81.040.80%$6.0M0.43%35,748−30.4%
55SMSM ENERGY COMPANY$32.641.33%$5.9M0.42%+189,130NEW
56HUBSHUBSPOT INC$212.64-3.51%$5.9M0.42%+18,983+372.1%
57VSHVISHAY INTERTECHNOLOGY INC$56.90-0.53%$5.8M0.42%+323,090NEW
58TALOTALOS ENERGY INC$14.44-5.62%$5.8M0.41%+2,189+0.6%
59PRAPROASSURANCE CORP$24.710.73%$5.7M0.41%+230,051NEW
60GXOGXO LOGISTICS INCORPORATED$49.241.16%$5.7M0.41%+96,647+771.1%
61ESIELEMENT SOLUTIONS INC$40.281.09%$5.6M0.40%30,943−15.8%
62IWMISHARES TR$281.65-3.55%$5.6M0.40%+22,645NEW
63MDLZMONDELEZ INTL INC$62.041.72%$5.6M0.40%+85,604+741.7%
64GMGENERAL MTRS CO$82.11-1.33%$5.6M0.40%+71,995+2278.3%
65THRTHERMON GROUP HLDGS INC$61.14-8.49%$5.6M0.40%23,772−17.6%
66ERASERASCA INC$11.97-9.80%$5.6M0.40%+345,587NEW
67FLUTFLUTTER ENTMT PLC$100.23-0.26%$5.6M0.40%+26,050+91.4%
68ARWARROW ELECTRS INC$219.09-2.36%$5.4M0.39%+37,627NEW
69MTHMERITAGE HOMES CORP$68.330.21%$5.3M0.38%8,577−9.0%
70VISNVISTANCE NETWORKS INC$11.73-0.17%$5.3M0.38%+293,321NEW
71NSITINSIGHT ENTERPRISES INC$111.07-6.53%$5.3M0.38%+78,849NEW
72BXBLACKSTONE INC$115.35-2.70%$5.3M0.38%+45,877NEW
73PHPARKER-HANNIFIN CORP$882.341.16%$5.3M0.38%+4,406+297.5%
74AKAMAKAMAI TECHNOLOGIES INC$149.32-6.08%$5.2M0.37%+45,496NEW
75HONHONEYWELL INTL INC$213.97-1.69%$5.2M0.37%+19,608+573.8%
76FNFABRINET$621.25-13.09%$5.2M0.37%+9,976NEW
77AMCRAMCOR PLC$38.131.30%$5.0M0.36%+126,803NEW
78FOXFOX CORP$59.930.08%$5.0M0.36%+93,390NEW
79RYTMRHYTHM PHARMACEUTICALS INC$86.40-1.38%$5.0M0.35%+34,071+148.6%
80ETRENTERGY CORP NEW$110.741.34%$5.0M0.35%5,721−11.5%
81KALVKALVISTA PHARMACEUTICALS INC$26.950.00%$5.0M0.35%30,120−10.9%
82PFEPFIZER INC$26.041.36%$4.9M0.35%+8,984+5.4%
83RPMRPM INTL INC$104.960.76%$4.9M0.35%+49,677NEW
84AEISADVANCED ENERGY INDS$309.164.87%$4.9M0.35%26,180−63.3%
85KMBKIMBERLY-CLARK CORP$99.044.84%$4.9M0.35%+20,425+67.5%
86NXTNEXTPOWER INC$131.57-12.47%$4.8M0.34%+39,501NEW
87SKYCHAMPION HOMES INC$76.362.13%$4.7M0.34%+23,872+60.0%
88AITAPPLIED INDL TECHNOLOGIES IN$316.320.33%$4.7M0.34%+17,762NEW
89RHLDRESOLUTE HLDGS MGMT INC$118.681.46%$4.7M0.34%18,269−38.7%
90BCCBOISE CASCADE CO DEL$68.08-0.58%$4.6M0.33%+56,976+1418.7%
91FRTFEDERAL RLTY INVT TR NEW$122.54-0.01%$4.6M0.33%+42,930NEW
92BIIBBIOGEN INC$195.34-0.57%$4.5M0.32%+3,029+13.9%
93CITHE CIGNA GROUP$289.483.14%$4.5M0.32%+1,565+10.1%
94GOOGALPHABET INC$365.76-0.95%$4.4M0.31%+136+0.9%
95NTSTNETSTREIT CORP$19.94-0.23%$4.4M0.31%+128,862+125.6%
96OWLBLUE OWL CAPITAL INC$9.80-3.83%$4.3M0.31%+27,789+6.2%
97KMIKINDER MORGAN INC DEL$31.68-0.06%$4.3M0.30%+126,875NEW
98CWSTCASELLA WASTE SYS INC$85.29-0.71%$4.2M0.30%70,316−57.3%
99DPZDOMINOS PIZZA INC$313.992.11%$4.1M0.30%+2,036+21.4%
100MSFTMICROSOFT CORP$416.67-2.66%$4.1M0.30%+1,420+14.6%
101UCTTULTRA CLEAN HLDGS INC$4.1M0.30%+66,453NEW
102SAROSTANDARDAERO INC$4.1M0.30%+159,890NEW
103METAMETA PLATFORMS INC$4.1M0.29%+7,161NEW
104MTZMASTEC INC$4.1M0.29%+3,899+44.2%
105SBACSBA COMMUNICATIONS CORP$4.0M0.29%+13,331+131.5%
106LECOLINCOLN ELEC HLDGS INC$4.0M0.29%+16,142NEW
107OCOWENS CORNING NEW$4.0M0.29%+23,026+165.6%
108DNOWDNOW INC$4.0M0.28%7,496−2.2%
109NPKNATIONAL PRESTO INDS INC$3.9M0.28%+13,897+95.1%
110WHWYNDHAM HOTELS & RESORTS INC$3.9M0.28%15,617−24.6%
111FCXFREEPORT MCMORAN INC$3.9M0.28%+53,827+454.1%
112APEIAMERICAN PUB ED INC$3.9M0.28%+67,751NEW
113AAALCOA CORP$3.9M0.28%97,187−62.6%
114MCDMCDONALDS CORP$3.8M0.27%+331+2.8%
115CPRICAPRI HOLDINGS LIMITED$3.8M0.27%+160,941+293.9%
116SPYSTATE STR SPDR S&P 500 ETF T$3.8M0.27%+4,317+289.1%
117SNASNAP ON INC$3.8M0.27%+10,368NEW
118TXRHTEXAS ROADHOUSE INC$3.8M0.27%+22,767NEW
119SNDXSYNDAX PHARMACEUTICALS INC$3.6M0.26%+14,299+10.1%
120PNFPPINNACLE FINL PARTNERS INC$3.6M0.26%+41,988NEW
121EBAYEBAY INC.$3.6M0.26%+30,693+340.4%
122ONTOONTO INNOVATION INC$3.6M0.26%10,797−38.1%
123LITELUMENTUM HLDGS INC$3.5M0.25%+3,207+177.6%
124NDAQNASDAQ INC$3.5M0.25%+41,267NEW
125ADEAADEIA INC$3.5M0.25%+144,805NEW
126CVBFCVB FINL CORP$3.5M0.25%+179,247NEW
127PDDPDD HOLDINGS INC$3.4M0.25%+33,616NEW
128DCHDAUCH CORP$3.4M0.24%+399,316+226.4%
129UTIUNIVERSAL TECHNICAL INST INC$3.4M0.24%112,613−54.4%
130SDRLSEADRILL LTD$3.4M0.24%+15,199+25.5%
131FHNFIRST HORIZON CORPORATION$3.4M0.24%+149,700NEW
132MELIMERCADOLIBRE INC$3.4M0.24%+1,963NEW
133COGTCOGENT BIOSCIENCES INC$3.4M0.24%+69,568+384.2%
134APTVAPTIV PLC$3.3M0.24%38,028−44.1%
135SLBSLB LIMITED$3.3M0.24%+64,463NEW
136STNESTONECO LTD$3.3M0.24%+27,362+13.3%
137ARANTERO RESOURCES CORP$3.3M0.23%+2,008+2.7%
138GWWWW GRAINGER INC$3.3M0.23%2,517−45.7%
139KMTKENNAMETAL INC$3.3M0.23%+53,821+148.4%
140SOLVSOLVENTUM CORP$3.2M0.23%+44,994+954.1%
141WWAYFAIR INC$3.2M0.23%+14,351+49.9%
142UGIUGI CORP NEW$3.2M0.23%+88,640NEW
143ATEXANTERIX INC$3.2M0.23%+1,094+1.3%
144GLUEMONTE ROSA THERAPEUTICS INC$3.2M0.23%+57,215+41.7%
145TFCTRUIST FINL CORP$3.2M0.23%+69,031NEW
146BXCBLUELINX HLDGS INC$3.2M0.23%+18,104+45.0%
147SHLSSHOALS TECHNOLOGIES GROUP IN$3.1M0.22%+386,375+435.6%
148NKTRNEKTAR THERAPEUTICS$3.1M0.22%+43,227NEW
149DCIDONALDSON INC$3.1M0.22%+36,613NEW
150BKNGBOOKING HOLDINGS INC$3.1M0.22%+738NEW
151AFGAMERICAN FINANCIAL GROUP INC$3.1M0.22%+24,088NEW
152BNLBROADSTONE NET LEASE INC$3.1M0.22%+167,081NEW
153JAZZJAZZ PHARMACEUTICALS PLC$3.1M0.22%+16,144NEW
154SYKSTRYKER CORPORATION$3.0M0.22%+9,224NEW
155FIGRFIGURE TECHNOLOGY SOLUTIO$3.0M0.22%938−1.0%
156AMEAMETEK INC$3.0M0.22%+14,089NEW
157WBDWARNER BROS DISCOVERY INC$3.0M0.21%+89,871+466.7%
158TSLXSIXTH STREET SPECIALTY LENDI$3.0M0.21%+55,002+51.4%
159IOSPINNOSPEC INC$3.0M0.21%+17,941+78.6%
160NTNXNUTANIX INC$3.0M0.21%+62,071+383.4%
161UALUNITED AIRLS HLDGS INC$3.0M0.21%7,664−19.2%
162AUGOAURA MINERALS INC$3.0M0.21%+36,402NEW
163ENVAENOVA INTL INC$3.0M0.21%+21,867NEW
164TEAMATLASSIAN CORPORATION$3.0M0.21%+43,346NEW
165NICNICOLET BANKSHARES INC$3.0M0.21%+19,903NEW
166HOODROBINHOOD MKTS INC$2.9M0.21%+42,564NEW
167CUZCOUSINS PPTYS INC$2.9M0.21%+130,249NEW
168GLOBGLOBANT S A$2.9M0.21%66,091−51.0%
169NDSNNORDSON CORP$2.9M0.21%+10,978NEW
170CVCOCAVCO INDS INC DEL$2.9M0.21%+5,939NEW
171ORICORIC PHARMACEUTICALS INC$2.9M0.21%63,158−21.8%
172BSYBENTLEY SYS INC$2.8M0.20%+69,795+641.0%
173FELEFRANKLIN ELEC INC$2.8M0.20%+30,456NEW
174HURNHURON CONSULTING GROUP INC$2.8M0.20%23,647−51.8%
175PORPORTLAND GEN ELEC CO$2.8M0.20%+52,789NEW
176ZNGAZOOM COMMUNICATIONS INC$2.8M0.20%+34,469NEW
177NOCNORTHROP GRUMMAN CORP$2.8M0.20%+4,054NEW
178EXEEXPAND ENERGY CORPORATION$2.7M0.19%+24,670NEW
179PRDOPERDOCEO ED CORP$2.7M0.19%+28,481+64.6%
180PDPAGERDUTY INC$2.7M0.19%+358,503+482.8%
181RKTROCKET COS INC$2.7M0.19%+84,355+81.1%
182SITESITEONE LANDSCAPE SUPPLY INC$2.7M0.19%105,700−84.0%
183RHRH$2.7M0.19%+19,067NEW
184BBIOBRIDGEBIO PHARMA INC$2.6M0.19%+35,652NEW
185GDDYGODADDY INC$2.6M0.19%+31,837NEW
186MSMMSC INDL DIRECT INC$2.6M0.19%16,879−37.2%
187GEVGE VERNOVA INC$2.6M0.19%1,126−27.3%
188URGNUROGEN PHARMA LTD$2.6M0.19%89,081−38.0%
189GRABGRAB HOLDINGS LIMITED$2.6M0.19%+695,355+4933.3%
190INSMINSMED INC$2.6M0.18%+15,768NEW
191IEXIDEX CORP$2.6M0.18%+7,716+132.5%
192BACBANK AMERICA CORP$2.6M0.18%+35,268+203.0%
193HBNCHORIZON BANCORP IND$2.6M0.18%+138,967+881.9%
194CXTCRANE NXT CO$2.6M0.18%+57,290+1000.7%
195MTCHMATCH GROUP INC NEW$2.6M0.18%+53,678+181.5%
196CTASCINTAS CORP$2.6M0.18%+15,105NEW
197WSBCWESBANCO INC$2.5M0.18%1,489−2.0%
198MWHSOLV ENERGY INC$2.5M0.18%+83,780NEW
199CVSACOVISTA INC$2.5M0.18%+21,803NEW
200IMTXIMMATICS N.V$2.5M0.18%+254,140NEW
201RCLROYAL CARIBBEAN GROUP$2.5M0.18%+9,083NEW
202DANDANA INC$2.5M0.18%267,243−78.3%
203SJMSMUCKER J M CO$2.5M0.18%+25,623NEW
204ACVAACV AUCTIONS INC$2.4M0.18%+95,856+19.9%
205PRPERMIAN RESOURCES CORP$2.4M0.17%6,774−5.6%
206KRNTKORNIT DIGITAL LTD$2.4M0.17%99−0.1%
207SNPSSYNOPSYS INC$2.4M0.17%+6,042NEW
208TXNTEXAS INSTRS INC$2.4M0.17%+12,288NEW
209CHHCHOICE HOTELS INTL INC$2.4M0.17%18,902−45.2%
210SUPNSUPERNUS PHARMACEUTICALS$2.4M0.17%+41,233+913.0%
211ESABESAB CORPORATION$2.4M0.17%5,112−17.4%
212XZOEXZEO GROUP INC$2.4M0.17%147−0.1%
213SUSUNCOR ENERGY INC NEW$2.3M0.17%44,725−55.9%
214FRMEFIRST MERCHANTS CORP$2.3M0.16%+21,546+56.9%
215PZZAPAPA JOHNS INTL INC$2.3M0.16%+70,747NEW
216BMRNBIOMARIN PHARMACEUTICAL INC$2.3M0.16%+40,026NEW
217AWKAMERICAN WTR WKS CO INC NEW$2.3M0.16%+11,696+238.1%
218SEMSELECT MED HLDGS CORP$2.2M0.16%117,277−46.2%
219NVTNVENT ELEC PLC$2.2M0.16%+18,710NEW
220PHINPHINIA INC$2.2M0.16%116,806−78.3%
221HNIHNI CORP$2.2M0.16%+66,075NEW
222BOXBOX INC$2.2M0.16%+49,075+111.7%
223SSBSOUTHSTATE BK CORP$2.2M0.16%22,488−48.7%
224AEBIAEBI SCHMIDT HLDG AG$2.2M0.16%+48,108+27.1%
225PRSUPURSUIT ATTRACTIONS AND HOSP$2.2M0.16%+13,083+28.0%
226MDUMDU RES GROUP INC$2.2M0.16%+92,222+699.7%
227BBWIBATH & BODY WORKS INC$2.2M0.16%+116,837NEW
228GHGUARDANT HEALTH INC$2.2M0.16%+3,174+15.6%
229BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.15%HELD
230ABTABBOTT LABORATORIES$2.1M0.15%+20,909NEW
231JPMJPMORGAN CHASE & CO$2.1M0.15%+7,287NEW
232COHUCOHU INC$2.1M0.15%330,937−82.6%
233WSOWATSCO INC$2.1M0.15%+5,848NEW
234STESTERIS PLC$2.1M0.15%15,822−62.2%
235RPDRAPID7 INC$2.1M0.15%+246,086+182.1%
236KBHKB HOME$2.1M0.15%+40,587NEW
237ZBIOZENAS BIOPHARMA INC$2.1M0.15%+107,016NEW
238MCOMOODYS CORP$2.1M0.15%+1,477+44.8%
239CPNGCOUPANG INC$2.1M0.15%+110,100NEW
240AHRAMERICAN HEALTHCARE REIT INC$2.1M0.15%27,065−38.1%
241HLHECLA MINING COMPANY$2.1M0.15%+110,918NEW
242DTEDTE ENERGY CO$2.0M0.15%+11,140+391.8%
243VVISA INC$2.0M0.15%+6,751NEW
244BAXBAXTER INTL INC$2.0M0.15%132,792−52.3%
245GPNGLOBAL PMTS INC$2.0M0.14%+8,177+37.9%
246CRSCARPENTER TECHNOLOGY CORP$2.0M0.14%3,053−37.6%
247HIGHARTFORD INSURANCE GROUP INC$2.0M0.14%+14,689NEW
248BIRKBIRKENSTOCK HOLDING PLC$2.0M0.14%+17,794+47.6%
249HLIOHELIOS TECHNOLOGIES INC$2.0M0.14%+30,521NEW
250TILEINTERFACE INC$2.0M0.14%492−0.6%
251RAREULTRAGENYX PHARMACEUTICAL IN$2.0M0.14%+93,622NEW
252ICFIICF INTL INC$1.9M0.14%+29,765NEW
253ADMARCHER DANIELS MIDLAND CO$1.9M0.14%+12,951+97.7%
254ONBOLD NATL BANCORP IND$1.9M0.13%+84,363NEW
255AVYAVERY DENNISON CORP$1.8M0.13%+10,679NEW
256GEGE AEROSPACE$1.8M0.13%+6,477NEW
257SNDKSANDISK CORP$1.8M0.13%6,595−69.7%
258CMPXCOMPASS THERAPEUTICS INC$1.8M0.13%+267,652+346.3%
259PMPHILIP MORRIS INTL INC$1.8M0.13%+6,873+166.7%
260RALRALLIANT CORP$1.8M0.13%+43,544NEW
261OSKOSHKOSH CORP$1.8M0.13%+12,264NEW
262FIVNFIVE9 INC$1.8M0.13%16,091−11.9%
263WFRDWEATHERFORD INTL PLC$1.8M0.13%+18,876NEW
264INBXINHIBRX BIOSCIENCES INC$1.8M0.13%+26,505NEW
265WMSADVANCED DRAIN SYS INC DEL$1.8M0.13%7,399−36.4%
266SPBSPECTRUM BRANDS HOLDINGS INC$1.8M0.13%+24,060NEW
267ACIALBERTSONS COS INC$1.8M0.13%+22,731+28.2%
268MHKMOHAWK INDS INC$1.7M0.13%+17,767NEW
269GGALGRUPO FINANCIERO GALICIA S.A$1.7M0.12%+37,116NEW
270PSXPHILLIPS 66$1.7M0.12%+4,258+82.4%
271TTTRANE TECHNOLOGIES PLC$1.7M0.12%+2,409+140.9%
272ADIANALOG DEVICES INC$1.7M0.12%+5,389NEW
273GLNGGOLAR LNG LTD$1.7M0.12%251,139−89.0%
274NSCNORFOLK SOUTHN CORP$1.7M0.12%2,475−29.7%
275OVVOVINTIV INC$1.7M0.12%+28,276NEW
276TMUST-MOBILE US INC$1.6M0.12%+4,048+106.6%
277ADCAGREE RLTY CORP$1.6M0.12%11,185−34.1%
278CSGPCOSTAR GROUP INC$1.6M0.12%+36,439+920.4%
279FTNTFORTINET INC$1.6M0.12%+19,861NEW
280URBNURBAN OUTFITTERS INC$1.6M0.12%+7,024+38.0%
281WMGWARNER MUSIC GROUP CORP$1.6M0.12%+38,507+157.6%
282TFSLTFS FINL CORP$1.6M0.11%+112,265NEW
283PBFPBF ENERGY INC$1.6M0.11%17,648−35.0%
284GOGROCERY OUTLET HLDG CORP$1.5M0.11%+28,925+15.4%
285AIC3 AI INC$1.5M0.11%193,131−51.6%
286SSTKSHUTTERSTOCK INC$1.5M0.11%+91,093NEW
287ADNTADIENT PLC$1.5M0.11%23,622−24.0%
288DKDELEK US HLDGS INC NEW$1.5M0.11%34,587−51.2%
289VRSNVERISIGN INC$1.5M0.11%+5,951NEW
290TTDTHE TRADE DESK INC$1.5M0.10%+64,479NEW
291GEFGREIF INC$1.5M0.10%+7,075+48.1%
292VTRSVIATRIS INC$1.4M0.10%+106,772NEW
293WMWASTE MGMT INC DEL$1.4M0.10%25,753−80.5%
294FSKFS KKR CAP CORP$1.4M0.10%+140,357NEW
295CLCOLGATE PALMOLIVE CO$1.4M0.10%+16,726NEW
296DRVNDRIVEN BRANDS HLDGS INC$1.4M0.10%855−0.8%
297ATIATI INC$1.4M0.10%+9,762NEW
298TJXTJX COS INC NEW$1.4M0.10%4,287−32.6%
299FRSHFRESHWORKS INC$1.4M0.10%+175,974NEW
300OSISOSI SYSTEMS INC$1.4M0.10%+5,280NEW
301VZVERIZON COMMUNICATIONS INC$1.4M0.10%+27,891NEW
302CURBCURBLINE PPTYS CORP$1.4M0.10%+19,130+54.5%
303SDGRSCHRODINGER INC$1.4M0.10%+123,001NEW
304BXMTBLACKSTONE MORTGAGE TRUST IN$1.4M0.10%+72,738NEW
305AXSMAXSOME THERAPEUTICS INC.$1.4M0.10%+8,191NEW
306STSENSATA TECHNOLOGIES HLDG PL$1.4M0.10%+38,886NEW
307WLYWILEY JOHN & SONS INC$1.4M0.10%49,848−58.2%
308ARCOARCOS DORADOS HLDGS INC$1.3M0.10%+162,848NEW
309WENWENDYS CO$1.3M0.10%+15,705+8.8%
310CYTKCYTOKINETICS INC$1.3M0.10%+20,350NEW
311MSMORGAN STANLEY$1.3M0.10%+8,150NEW
312SPTSPROUT SOCIAL INC$1.3M0.10%+57,902+32.7%
313VTSVITESSE ENERGY INC$1.3M0.10%+8,532+13.2%
314KOCOCA COLA CO$1.3M0.09%+2,670+18.3%
315SCSCSCANSOURCE INC$1.3M0.09%+35,797NEW
316FICOFAIR ISAAC CORP$1.3M0.09%1,592−56.8%
317CINFCINCINNATI FINL CORP$1.3M0.09%+8,119NEW
318DINDINE BRANDS GLOBAL INC$1.3M0.09%+38,079+365.7%
319DXCMDEXCOM INC$1.3M0.09%+20,106NEW
320PGRPROGRESSIVE CORP$1.3M0.09%+4,723+287.5%
321IDYAIDEAYA BIOSCIENCES INC$1.3M0.09%+37,797NEW
322DAVEDAVE INC$1.3M0.09%+7,226NEW
323MLKNMILLERKNOLL INC$1.3M0.09%+86,651NEW
324LCIILCI INDS$1.2M0.09%+10,047NEW
325CORCENCORA INC$1.2M0.09%18,009−82.1%
326PCORPROCORE TECHNOLOGIES INC$1.2M0.09%+21,630NEW
327RTXRTX CORPORATION$1.2M0.09%+6,369NEW
328NIQNIQ GLOBAL INTELLIGENCE PLC$1.2M0.09%+107,122NEW
329LNGCHENIERE ENERGY INC$1.2M0.09%+4,248NEW
330LINELINEAGE INC$1.2M0.09%+18,045+97.7%
331ISRGINTUITIVE SURGICAL INC$1.2M0.08%+2,556NEW
332PRTHPRIORITY TECHNOLOGY HLDGS IN$1.2M0.08%44,778−15.3%
333RYZRYERSON HLDG CORP$1.2M0.08%+51,458NEW
334MTSIMACOM TECH SOLUTIONS HLDGS I$1.2M0.08%+5,201NEW
335DINOHF SINCLAIR CORP$1.2M0.08%9,774−34.6%
336GTMZOOMINFO TECHNOLOGIES INC$1.1M0.08%+191,244NEW
337RCREADY CAPITAL CORP$1.1M0.08%+587,389+496.9%
338CHRWC H ROBINSON WORLDWIDE IN$1.1M0.08%+4,539+197.5%
339NXSTNEXSTAR MEDIA GROUP INC$1.1M0.08%+6,220NEW
340COFCAPITAL ONE FINL CORP$1.1M0.08%+2,386+63.4%
341EBCEASTERN BANKSHARES INC$1.1M0.08%+57,297NEW
342XPXP INC$1.1M0.08%+58,556NEW
343TNGXTANGO THERAPEUTICS INC$1.1M0.08%+52,764NEW
344CARTMAPLEBEAR INC$1.1M0.08%+29,464NEW
345MNSTMONSTER BEVERAGE CORP NEW$1.1M0.08%+15,108NEW
346EGEVEREST GROUP LTD$1.1M0.08%+3,298NEW
347VITLVITAL FARMS INC$1.1M0.08%+76,288NEW
348MNROMONRO INC$1.1M0.08%155,751−70.0%
349MMM3M CO$1.1M0.08%+3,420+87.1%
350VSATVIASAT INC$1.1M0.08%94,762−80.3%
351GPRKGEOPARK LTD$1.1M0.08%+111,269NEW
352ELVELEVANCE HEALTH INC FORMERLY$1.0M0.08%+3,583NEW
353BOOTBOOT BARN HLDGS INC$1.0M0.07%+2,778+64.3%
354ELFE L F BEAUTY INC$1.0M0.07%+17,114NEW
355UHSUNIVERSAL HLTH SVCS INC$1.0M0.07%9,899−63.2%
356EQBKEQUITY BANCSHARES INC$1.0M0.07%+23,067NEW
357SMPLSIMPLY GOOD FOODS CO$1.0M0.07%+70,584NEW
358UBERUBER TECHNOLOGIES INC$1.0M0.07%+14,074NEW
359EDCONSOLIDATED EDISON INC$1.0M0.07%+8,913NEW
360INTUINTUIT$965K0.07%+2,232NEW
361HHYATT HOTELS CORP$957K0.07%+6,658NEW
362SNAPSNAP INC$956K0.07%18,322−8.1%
363CABOCABLE ONE INC$949K0.07%+10,406NEW
364GDGENERAL DYNAMICS CORP$947K0.07%+251+10.0%
365HUMHUMANA INC$943K0.07%2,565−32.1%
366NESRNATIONAL ENERGY SERVICES REU$938K0.07%10,339−19.1%
367GABCGERMAN AMERN BANCORP INC$935K0.07%+7,912+54.7%
368LINLINDE PLC$931K0.07%+1,878NEW
369INTCINTEL CORP$926K0.07%+20,983NEW
370ATMUATMUS FILTRATION TECHNOLOGIE$923K0.07%+16,254NEW
371ICEINTERCONTINENTAL EXCHANGE IN$917K0.07%+1,774+43.7%
372OTTROTTER TAIL CORP$914K0.07%HELD
373EAELECTRONIC ARTS INC$903K0.06%+3,351+311.4%
374PLDPROLOGIS INC.$900K0.06%+6,811NEW
375TBNTAMBORAN RES CORP$900K0.06%+18,005NEW
376WBSWEBSTER FINL CORP$899K0.06%+12,950NEW
377SNSHARKNINJA INC$896K0.06%+2,070+32.4%
378WINGWINGSTOP INC$892K0.06%+5,759NEW
379TENBTENABLE HLDGS INC$892K0.06%+18,417+53.7%
380KRNYKEARNY FINL CORP MD$891K0.06%+8,651+7.9%
381JACKJACK IN THE BOX INC$888K0.06%+16,150+21.3%
382AWIARMSTRONG WORLD INDS INC NEW$886K0.06%+5,376NEW
383FWONKLIBERTY MEDIA CORP DEL$873K0.06%+10,267NEW
384CNCCENTENE CORP DEL$849K0.06%+25,927NEW
385MTDMETTLER TOLEDO INTERNATIONAL$849K0.06%+673NEW
386FIVEFIVE BELOW INC$832K0.06%+3,643NEW
387PLMRPALOMAR HLDGS INC$830K0.06%+6,944NEW
388MOHMOLINA HEALTHCARE INC$830K0.06%+6,223NEW
389CFRCULLEN FROST BANKERS INC$826K0.06%2,317−27.8%
390TDOCTELADOC HEALTH INC$819K0.06%+129,988+640.0%
391TTMITTM TECHNOLOGIES INC$817K0.06%+8,391NEW
392PHMPULTE GROUP INC$816K0.06%+6,936NEW
393GVAGRANITE CONSTR INC$813K0.06%27,186−80.0%
394PRGOPERRIGO CO PLC$807K0.06%42,288−36.0%
395CERTCERTARA INC$804K0.06%+140,981NEW
396EVRGEVERGY INC$800K0.06%+5,509+129.6%
397TASKTASKUS INC$791K0.06%+117,838NEW
398WMTWALMART INC$786K0.06%3,090−32.8%
399WLTHWEALTHFRONT CORP$782K0.06%+84,546NEW
400EQREQUITY RESIDENTIAL$779K0.06%+13,174NEW
401VTRVENTAS INC$779K0.06%+4,949+108.2%
402IRONDISC MEDICINE INC$778K0.06%+12,162NEW
403GLWCORNING INC$773K0.06%+5,683NEW
404ASAMER SPORTS INC$771K0.06%+23,412NEW
405UPSUNITED PARCEL SVCS INC$754K0.05%+7,667NEW
406APHAMPHENOL CORP$754K0.05%484−7.5%
407ROCKGIBRALTAR INDS INC$753K0.05%+18,875NEW
408SKTTANGER INC$751K0.05%+22,108NEW
409CODICOMPASS DIVERSIFIED$751K0.05%4,478−4.5%
410APCARKO PETE CORP$744K0.05%+41,585NEW
411SSNCSS&C TECH HLDGS$736K0.05%+10,899NEW
412UNHUNITEDHEALTH GROUP INC$730K0.05%9,829−78.5%
413ASOACADEMY SPORTS & OUTDOORS IN$728K0.05%+12,900NEW
414XRXXEROX HOLDINGS CORP$727K0.05%3,618−0.6%
415VYXNCR VOYIX CORPORATION$720K0.05%+35,352+45.1%
416OREALTY INCOME CORP$711K0.05%+11,619NEW
417ROKUROKU INC$700K0.05%+7,395NEW
418CUBECUBESMART$699K0.05%+19,083NEW
419DOCSDOXIMITY INC$695K0.05%+29,813NEW
420ALRMALARM COM HLDGS INC$694K0.05%+16,073NEW
421WRBYWARBY PARKER INC$694K0.05%61,121−65.0%
422UDRUDR INC$690K0.05%+20,418NEW
423EVHEVOLENT HEALTH INC$689K0.05%+33,206+12.3%
424MCKMCKESSON CORP$669K0.05%9,732−92.6%
425ALLALLSTATE CORP$660K0.05%+1,734+119.8%
426LBRTLIBERTY ENERGY INC$658K0.05%490,901−95.6%
427ADPAUTOMATIC DATA PROCESSING IN$653K0.05%+3,216NEW
428ACHCACADIA HEALTHCARE COMPANY IN$647K0.05%214,581−88.6%
429NVRNVR INC$646K0.05%7−6.7%
430MANMANPOWERGROUP INC WIS$645K0.05%45,143−67.3%
431XPROEXPRO GROUP HOLDINGS NV$640K0.05%14,506−28.3%
432CERSCERUS CORP$639K0.05%+351,214NEW
433ATOATMOS ENERGY CORP$637K0.05%+3,449NEW
434MARAMARA HOLDINGS INC$634K0.05%17,573−18.4%
435HNSTHONEST CO INC$632K0.05%+204,173+1874.7%
436MEDMEDIFAST INC$622K0.04%+40,273+193.6%
437PPGPPG INDS INC$620K0.04%+5,805NEW
438APPNAPPIAN CORP$618K0.04%+25,634NEW
439CTRECARETRUST REIT INC$617K0.04%+16,841NEW
440REGREGENCY CTRS CORP$617K0.04%+8,154NEW
441DLTRDOLLAR TREE INC$616K0.04%+5,624NEW
442BHFBRIGHTHOUSE FINL INC$611K0.04%+10,200NEW
443CXMSPRINKLR INC$610K0.04%+101,607NEW
444PICSPICS NV$608K0.04%+58,228NEW
445BLBDBLUE BIRD CORP$599K0.04%113,249−91.5%
446NSPINSPERITY INC$598K0.04%+22,117NEW
447AMTMAMENTUM HOLDINGS INC$595K0.04%20,922−47.8%
448VRSKVERISK ANALYTICS INC$592K0.04%+3,122NEW
449ITGARTNER INC$590K0.04%+3,728NEW
450AFRMAFFIRM HLDGS INC$583K0.04%+12,726NEW
451CRSRCORSAIR GAMING INC$574K0.04%+69,452+204.1%
452SMTCSEMTECH CORP$573K0.04%5,220−41.2%
453FEFIRSTENERGY CORP$567K0.04%12,249−52.2%
454EEEXCELERATE ENERGY INC$566K0.04%+16,931NEW
455RYNRAYONIER INC$563K0.04%+27,286NEW
456BLKBBLACKBAUD INC$562K0.04%12,662−46.5%
457WYNNWYNN RESORTS LTD$559K0.04%+5,503NEW
458BNTCBENITEC BIOPHARMA INC$559K0.04%+52,463NEW
459CCICROWN CASTLE INC$557K0.04%+6,848NEW
460AMCAMC ENTMT HLDGS INC$553K0.04%+157,737+38.8%
461OSBCOLD SECOND BANCORP INC DEL$543K0.04%+26,934NEW
462KREFKKR REAL ESTATE FIN TR INC$542K0.04%+88,597NEW
463PBHPRESTIGE CONSMR HEALTHCARE I$542K0.04%10,000−52.2%
464MKCMCCORMICK & CO INC$540K0.04%+10,699NEW
465BEBLOOM ENERGY CORP$535K0.04%42,342−91.5%
466CLVTCLARIVATE PLC$535K0.04%+211,419NEW
467SKWDSKYWARD SPECIALTY INS GROUP$531K0.04%+12,147NEW
468FULCFULCRUM THERAPEUTICS INC$530K0.04%+8,560+14.1%
469STAASTAAR SURGICAL CO$529K0.04%+28,304NEW
470WTSWATTS WATER TECHNOLOGIES INC$529K0.04%+1,822NEW
471OECORION S.A.$523K0.04%226,933−73.8%
472GPKGRAPHIC PACKAGING HLDG CO$521K0.04%+3,302+6.7%
473OUTOUTFRONT MEDIA INC$521K0.04%+19,664NEW
474CHECHEMED CORP NEW$519K0.04%7,000−83.6%
475XELXCEL ENERGY INC$505K0.04%53,435−89.4%
476SFNCSIMMONS FIRST NATL CORP$504K0.04%+25,928NEW
477JBLJABIL INC$501K0.04%+1,887NEW
478BGSB & G FOODS INC$488K0.03%+101,533NEW
479NCLHNORWEGIAN CRUISE LINE HLDGS$486K0.03%298,602−92.0%
480JANJANUS LIVING INC$476K0.03%+20,209NEW
481CDPCOPT DEFENSE PROPERTIES$473K0.03%+15,459NEW
482AMCXAMC NETWORKS INC$471K0.03%+69,380NEW
483WALWESTERN ALLIANCE BANCORP$470K0.03%29,127−81.4%
484ULTAULTA BEAUTY INC$470K0.03%+899NEW
485SILASILA REALTY TRUST INC$464K0.03%122−0.6%
486YSSYORK SPACE SYSTEMS INC$463K0.03%+20,881NEW
487DOWDOW HLDGS INC$461K0.03%+11,070NEW
488FCFFIRST COMWLTH FINL CORP PA$458K0.03%+26,047NEW
489DTDYNATRACE INC$458K0.03%55,643−81.8%
490GLPIGAMING & LEISURE P$456K0.03%+10,281NEW
491BLMNBLOOMIN BRANDS INC$451K0.03%+83,480NEW
492CLOVCLOVER HEALTH INVESTMENTS CO$449K0.03%+203,283+393.4%
493LHXL3HARRIS TECHNOLOGIES INC$448K0.03%+1,298NEW
494PNCPNC FINL SVCS GROUP INC$447K0.03%388−15.3%
495HCIHCI GROUP INC$447K0.03%+2,888NEW
496DELLDELL TECHNOLOGIES INC$446K0.03%+2,719NEW
497GPORGULFPORT ENERGY CORP$439K0.03%+2,076NEW
498DYNDYNE THERAPEUTICS INC$437K0.03%+24,078NEW
499VNOVORNADO RLTY TR$436K0.03%+16,762NEW
500VNETVNET GROUP INC$435K0.03%+51,810NEW

Source: SEC EDGAR · accession 0001214659-26-006309. 13F discloses long positions only — shorts, foreign equities, and options are excluded.