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Capital International Sarl

CIK 0001065349
$6.11B
Reported AUM
287
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Capital International Sarl · Q1 2026

AI · grounded in 13F

Capital International Sarl established a new position in AZN valued at $178.3M. The fund also increased its holdings in APH by 231.95% and RPRX by 95.96%. Conversely, the fund closed its entire position in SNPS, resulting in a $40.6M reduction. Other notable trims included CRM, where share count dropped 33.32%.

Portfolio · Q1 2026

META$312.0MAVGONVDAMSFTTSLAAZNGOOGLGOOGLLYAMZNOther$3.80BCS

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$312.0M5.11%+18,129+3.4%
2AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$295.6M4.84%71,864−7.0%
3NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$279.4M4.57%+333,305+26.3%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$257.6M4.22%23,896−3.3%
5TSLATESLA INC$391.00-6.56%32.48%70.69%$205.9M3.37%+27,357+5.2%
6AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$178.3M2.92%+914,752NEW
7GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$146.2M2.39%+135,275+36.3%
8GOOGALPHABET INC$365.76-0.95%109.82%172.71%$138.8M2.27%1,528−0.3%
9LLYELI LILLY & CO$1131.420.55%48.00%387.10%$138.4M2.27%+3,380+2.3%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$130.4M2.13%+57,111+10.0%
11PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$112.9M1.85%+22,468+3.4%
12TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$112.6M1.84%+100,422+8.9%
13RCLROYAL CARIBBEAN GROUP$280.00-4.53%3.35%274.56%$108.2M1.77%+29,424+8.1%
14VRTXVERTEX PHARMACEUTICALS INC$446.831.15%-0.81%121.66%$93.3M1.53%+15,444+8.0%
15SHOPSHOPIFY INC$109.54-5.60%-1.68%-26.97%$91.8M1.50%+79,110+11.4%
16VVISA INC$323.571.06%-11.91%36.33%$80.0M1.31%+20,596+8.4%
17NOCNORTHROP GRUMMAN CORP$544.40-0.14%13.52%62.60%$77.5M1.27%+23,672+26.3%
18GEGE AEROSPACE$328.000.11%28.99%419.83%$75.5M1.24%28,772−9.8%
19AAPLAPPLE INC$307.34-1.25%51.31%116.17%$75.2M1.23%33,731−10.2%
20COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$68.0M1.11%+3,521+5.4%
21BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$66.1M1.08%+227,808+20.2%
22MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$63.4M1.04%40,497−17.7%
23SBUXSTARBUCKS CORP$95.291.22%9.11%-11.82%$63.0M1.03%+148,745+26.8%
24MELIMERCADOLIBRE INC$1607.80-1.65%-35.23%2.49%$61.6M1.01%+3,218+9.9%
25NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$58.8M0.96%206,566−25.2%
26NETCLOUDFLARE INC$250.11-6.90%39.21%110.83%$57.6M0.94%+32,747+13.3%
27ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$55.7M0.91%+6,342+5.5%
28ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$55.6M0.91%10,898−20.6%
29TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$54.9M0.90%+6,284+4.0%
30DEDEERE & CO$583.44-1.40%13.67%71.87%$53.8M0.88%+20,208+26.8%
31MAMASTERCARD INCORPORATED$491.081.93%$53.6M0.88%3,317−3.0%
32ONCBEONE MEDICINES LTD$270.10-3.51%$51.6M0.85%+21,364+14.0%
33RPRXROYALTY PHARMA PLC$55.871.54%$50.3M0.82%+513,306+96.0%
34KLACKLA CORP$1929.20-9.47%$49.4M0.81%+47+0.1%
35JPMJPMORGAN CHASE & CO$312.370.48%$49.3M0.81%48,217−22.3%
36LINLINDE PLC$507.900.09%$49.2M0.81%+3,833+4.0%
37QSRRESTAURANT BRANDS INTL INC$72.661.16%$48.1M0.79%+179,058+38.0%
38TDGTRANSDIGM GROUP INC$1238.740.87%$47.4M0.78%+3,985+10.8%
39WELLWELLTOWER INC$206.933.03%$47.3M0.77%+88,495+58.7%
40APHAMPHENOL CORP$138.81-5.42%$46.4M0.76%+256,527+232.0%
41CCITIGROUP INC$132.47-1.98%$46.2M0.76%+6,733+1.7%
42RYAAYRYANAIR HOLDINGS PLC$56.980.02%$44.0M0.72%+56,852+8.1%
43TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$43.9M0.72%17,121−16.1%
44FTAIFTAI AVIATION LTD$234.05-6.41%$40.3M0.66%+14,212+9.5%
45DBDEUTSCHE BK AG$31.51-2.14%$38.9M0.64%226,841−14.5%
46GEVGE VERNOVA INC$933.61-3.09%$35.5M0.58%+4,810+13.4%
47AJGGALLAGHER ARTHUR J & CO$216.142.44%$34.0M0.56%+5,645+3.7%
48AMGNAMGEN INC$349.581.15%$33.3M0.54%+6,630+7.5%
49CVECENOVUS ENERGY INC$28.22-5.27%$33.0M0.54%147,303−10.6%
50TCOMTRIP COM GROUP LTD$47.69-0.77%$32.9M0.54%+14,771+2.3%
51CBCHUBB LTD SWITZ$326.273.74%$32.4M0.53%65,982−39.9%
52CRMSALESFORCE INC$185.66-1.64%$31.6M0.52%84,696−33.3%
53ABTABBOTT LABORATORIES$91.070.32%$31.1M0.51%65,880−17.9%
54SHWSHERWIN WILLIAMS CO$305.301.74%$29.7M0.49%14,413−13.5%
55MTDMETTLER TOLEDO INTERNATIONAL$1154.33-2.22%$28.1M0.46%+3,507+18.7%
56CARRCARRIER GLOBAL CORPORATION$67.16-2.01%$27.4M0.45%+14,441+3.1%
57AEMAGNICO EAGLE MINES LTD$163.66-7.41%$27.1M0.44%+19,176+16.7%
58WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%$26.3M0.43%+144,696+256.5%
59BGBUNGE GLOBAL SA$126.46-2.29%$25.4M0.42%+13,737+7.4%
60CNQCANADIAN NAT RES LTD MED TER$45.70-4.11%$25.3M0.41%+147,593+39.5%
61CATCATERPILLAR INC$904.28-3.85%$25.2M0.41%+28,350+393.0%
62HEIHEICO CORP NEW$331.43-0.46%$24.9M0.41%+11,315+14.2%
63BKNGBOOKING HOLDINGS INC$165.84-0.99%$24.5M0.40%5−0.1%
64HDHOME DEPOT INC$310.780.27%$24.3M0.40%+10,226+16.1%
65IRINGERSOLL RAND INC$72.250.33%$24.2M0.40%155,628−34.0%
66RBLXROBLOX CORP$41.82-3.53%$23.9M0.39%+50,439+13.6%
67ABBVABBVIE INC$227.231.02%$23.6M0.39%+42,527+64.6%
68AONAON PLC$328.531.95%$23.3M0.38%+5,660+8.5%
69SPGIS&P GLOBAL INC$424.441.03%$22.9M0.37%+2,190+4.2%
70YUMYUM BRANDS INC$150.871.88%$22.9M0.37%+9,922+7.2%
71CTVACORTEVA INC$77.03-0.56%$22.3M0.36%+25,531+10.6%
72PFEPFIZER INC$26.041.36%$21.3M0.35%+36,289+5.0%
73KKRKKR & CO INC$93.40-2.16%$21.2M0.35%+58,144+34.0%
74MCDMCDONALDS CORP$279.842.61%$21.0M0.34%+3,377+5.3%
75LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$20.9M0.34%+1,197+2.0%
76CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$20.5M0.34%+73,676NEW
77BABOEING CO$215.45-0.91%$20.4M0.33%+3,218+3.2%
78STZCONSTELLATION BRANDS INC$140.912.27%$20.3M0.33%+11,385+9.2%
79ALGNALIGN TECHNOLOGY INC$167.74-0.33%$19.7M0.32%+8,824+8.3%
80KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%$19.3M0.32%1,478−2.1%
81REGNREGENERON PHARMACEUTICALS$635.451.07%$19.0M0.31%+1,331+5.7%
82MDLZMONDELEZ INTL INC$62.041.72%$18.7M0.31%92,538−22.2%
83ITTITT INC$191.45-0.94%$18.7M0.31%1,174−1.2%
84GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$17.8M0.29%+880+4.4%
85ALNYALNYLAM PHARMACEUTICALS INC$303.05-0.19%$17.7M0.29%66,003−55.3%
86BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$17.5M0.29%136,380−32.8%
87ULSUL SOLUTIONS INC$96.81-2.41%$17.4M0.29%+9,984+5.2%
88AMXAMERICA MOVIL SAB DE CV$24.84-1.97%$17.3M0.28%408,566−37.6%
89MARMARRIOTT INTL INC NEW$392.511.87%$17.1M0.28%899−1.7%
90NKENIKE INC$42.98-1.47%$17.0M0.28%+27,947+9.5%
91DHRDANAHER CORP DEL$184.30-1.25%$16.9M0.28%+2,941+3.4%
92BNBROOKFIELD CORP$44.60-1.00%$15.8M0.26%+48,876+14.3%
93RTXRTX CORPORATION$180.990.88%$15.6M0.26%+17,078+26.7%
94HPEHEWLETT PACKARD ENTERPRISE C$49.20-8.36%$15.5M0.25%+375,228+135.5%
95CPRTCOPART INC$30.960.62%$14.9M0.24%245,709−35.4%
96WYNNWYNN RESORTS LTD$104.480.85%$14.5M0.24%+22,864+19.0%
97DBDDIEBOLD NIXDORF INC$81.14-1.39%$14.1M0.23%HELD
98COOCOOPER COS INC$67.348.58%$13.9M0.23%+11,315+6.2%
99COPCONOCOPHILLIPS$117.14-1.75%$12.7M0.21%25,790−21.1%
100SLBSLB LIMITED$54.87-5.41%$12.3M0.20%+33,898+16.5%
101UNHUNITEDHEALTH GROUP INC$11.7M0.19%+9,170+26.8%
102INTCINTEL CORP$11.6M0.19%134,792−33.8%
103EPAMEPAM SYS INC$11.4M0.19%+45,383+116.4%
104WMTWALMART INC$11.2M0.18%+12,929+16.8%
105UNPUNION PAC CORP$11.0M0.18%+18,338+67.5%
106RACEFERRARI N V$11.0M0.18%+17,765+120.3%
107ICEINTERCONTINENTAL EXCHANGE IN$10.7M0.18%+2,117+3.2%
108ILMNILLUMINA INC$10.6M0.17%18,684−17.8%
109NOWSERVICENOW INC$10.6M0.17%125,137−55.1%
110KOCOCA COLA CO$10.5M0.17%+15,669+12.8%
111MRSHMARSH & MCLENNAN COS INC$10.3M0.17%+1,349+2.3%
112RGLDROYAL GOLD INC$10.3M0.17%16,742−29.3%
113BAMBROOKFIELD ASSET MANAGMT LTD$9.9M0.16%43,026−16.2%
114IBNICICI BANK LIMITED$9.7M0.16%28,550−7.1%
115MNSTMONSTER BEVERAGE CORP NEW$9.7M0.16%+8,088+6.4%
116BRK/BBERKSHIRE HATHAWAY INC DEL$9.1M0.15%+1,447+8.2%
117SRESEMPRA$8.9M0.15%62,992−40.8%
118DALDELTA AIR LINES INC$8.7M0.14%17,306−11.7%
119CMECME GROUP INC$8.1M0.13%+2,443+9.8%
120ECLECOLAB INC$8.0M0.13%77,197−71.9%
121XOMEXXON MOBIL CORP$7.6M0.12%+879+2.0%
122AMATAPPLIED MATLS INC$7.5M0.12%7,291−25.0%
123WLKWESTLAKE CORPORATION$7.4M0.12%+63,634NEW
124ARMARM HOLDINGS PLC$7.4M0.12%+3,349+7.4%
125XPOXPO INC$6.9M0.11%9,843−21.7%
126EOGEOG RES INC$6.9M0.11%+22,187+87.0%
127EFXEQUIFAX INC$6.7M0.11%14,701−28.3%
128CVSCVS HEALTH CORP$6.6M0.11%+16,984+22.6%
129LYBLYONDELLBASELL INDUSTRIES NV$6.5M0.11%+66,264+442.6%
130AXPAMERICAN EXPRESS CO$6.5M0.11%2,272−9.6%
131BBARRICK MNG CORP$6.4M0.11%+8,291+5.6%
132APPAPPLOVIN CORP$6.4M0.10%+16,008NEW
133TTEKTETRA TECH INC NEW$6.4M0.10%+4,244+2.0%
134TTTRANE TECHNOLOGIES PLC$6.3M0.10%+162+1.1%
135MDBMONGODB INC$6.2M0.10%+245+1.0%
136SPOTSPOTIFY TECHNOLOGY S A$6.1M0.10%11,772−48.2%
137FCXFREEPORT MCMORAN INC$6.1M0.10%166,012−61.6%
138AKAMAKAMAI TECHNOLOGIES INC$6.0M0.10%+52,478NEW
139CMCSACOMCAST CORP NEW$6.0M0.10%+27,949+15.6%
140BMYBRISTOL-MYERS SQUIBB CO$5.7M0.09%8,221−8.0%
141ASNDUSDASCENDIS PHARMA A/S$5.7M0.09%194−0.8%
142CRHCRH PLC$5.6M0.09%+778+1.5%
143GILDGILEAD SCIENCES INC$5.6M0.09%+2,650+7.1%
144DHID R HORTON INC$5.4M0.09%+13,288+50.6%
145CNPCENTERPOINT ENERGY INC$5.3M0.09%34,075−21.6%
146GLOBGLOBANT S A$5.3M0.09%+91,679+399.4%
147GRFSGRIFOLS S A$5.2M0.08%HELD
148BKRBAKER HUGHES COMPANY$5.1M0.08%+11,880+16.7%
149ICLRICON PLC$4.9M0.08%7,018−13.7%
150CRSPCRISPR THERAPEUTICS AG$4.9M0.08%+7,509+7.9%
151CMCANADIAN IMPERIAL BANK OF CO$4.7M0.08%6,686−11.8%
152TBBBBBB FOODS INC$4.7M0.08%+4,592+3.6%
153BA 6 10/15/27BOEING CO$4.7M0.08%+22,881+46.6%
154IBMINTERNATIONAL BUSINESS MACHS$4.6M0.08%42,865−69.1%
155PGRPROGRESSIVE CORP$4.5M0.07%+8,224+56.2%
156HLTHILTON WORLDWIDE HLDGS INC$4.5M0.07%5,016−25.5%
157URIUNITED RENTALS INC$4.4M0.07%971−13.7%
158CMGCHIPOTLE MEXICAN GRILL INC$4.4M0.07%16,462−10.7%
159PBRPETROLEO BRASILEIRO S A$4.4M0.07%+171,034+436.6%
160SOBOSOUTH BOW CORP$4.2M0.07%19,775−13.6%
161KDPKEURIG DR PEPPER INC$4.1M0.07%28,154−15.3%
162WDCWESTERN DIGITAL CORP$4.1M0.07%+15,192NEW
163CEGCONSTELLATION ENERGY CORP$4.0M0.06%12,163−46.1%
164COFCAPITAL ONE FINL CORP$3.9M0.06%8,063−27.6%
165ZBHZIMMER BIOMET HOLDINGS INC$3.8M0.06%+3,899+10.1%
166BPBP PLC$3.8M0.06%+80,054NEW
167MDTMEDTRONIC PLC$3.6M0.06%+25,891+161.5%
168APOAPOLLO GLOBAL MGMT INC$3.5M0.06%+15,478+95.5%
169SOSOUTHERN CO$3.5M0.06%+14,053+62.8%
170AMEAMETEK INC$3.5M0.06%+3,901+31.4%
171ATOATMOS ENERGY CORP$3.5M0.06%5,159−21.5%
172GGBGERDAU SA$3.4M0.06%+20,127+2.2%
173KTKT CORP$3.3M0.05%+1,369+0.9%
174CPNGCOUPANG INC$3.2M0.05%+19,183+12.8%
175FNVFRANCO NEV CORP$3.1M0.05%116−0.9%
176IPINTERNATIONAL PAPER CO$3.1M0.05%5,162−5.6%
177ALBALBEMARLE CORP$2.9M0.05%+3,970+32.8%
178LOARLOAR HOLDINGS INC$2.7M0.04%+9,892+26.1%
179PDDPDD HOLDINGS INC$2.7M0.04%1,688−6.1%
180TRPTC ENERGY CORP$2.5M0.04%26,419−39.4%
181DISDISNEY WALT CO$2.4M0.04%+12,902+107.5%
182ACNACCENTURE PLC IRELAND$2.3M0.04%26,624−69.3%
183WMT2WELLS FARGO & CO$2.3M0.04%+12,199+71.9%
184CRCRANE COMPANY$2.3M0.04%+13,537NEW
185ACGLARCH CAP GROUP LTD$2.3M0.04%697−2.8%
186TAT&T INC$2.3M0.04%+20,575+35.1%
187ARMKARAMARK$2.3M0.04%58,199−50.7%
188HTHTH WORLD GROUP LTD$2.2M0.04%+9,022+25.6%
189TJXTJX COS INC NEW$2.2M0.04%4,587−25.2%
190TEAMATLASSIAN CORPORATION$2.1M0.04%+439+1.4%
191DTEDTE ENERGY CO$2.0M0.03%+3,887+38.9%
192APDAIR PRODUCTS AND CHEMICALS I$2.0M0.03%3,154−31.3%
193BROBROWN & BROWN INC$2.0M0.03%+6,543+27.0%
194SESEA LTD$2.0M0.03%12,435−34.1%
195ATIATI INC$1.9M0.03%+4,600+53.9%
196FEFIRSTENERGY CORP$1.9M0.03%+7,171+23.8%
197PAYXPAYCHEX INC$1.9M0.03%190−0.9%
198USFDUS FOODS HLDG CORP$1.8M0.03%13,163−39.7%
199CSCOCISCO SYS INC$1.8M0.03%+23,585NEW
200EQTEQT CORP$1.7M0.03%5,466−16.8%
201FISVFISERV INC$1.7M0.03%+23,155+303.2%
202FITBFIFTH THIRD BANCORP$1.7M0.03%+5,955+19.5%
203MSTRSTRATEGY INC$1.7M0.03%+2,504+23.2%
204LIILENNOX INTL INC$1.6M0.03%1,054−23.6%
205JNJJOHNSON & JOHNSON$1.5M0.03%+1,875+42.5%
206BAPCREDICORP LTD$1.5M0.02%+2,979+205.3%
207BURLBURLINGTON STORES INC$1.4M0.02%+4,277NEW
208SPGSIMON PPTY GROUP INC NEW$1.4M0.02%+1,783+31.6%
209NSCNORFOLK SOUTHN CORP$1.3M0.02%102−2.1%
210CVXCHEVRON CORPORATION$1.3M0.02%15,027−70.3%
211DRIDARDEN RESTAURANTS INC$1.3M0.02%3,353−33.8%
212BABAALIBABA GROUP HLDG LTD$1.3M0.02%HELD
213ARESARES MANAGEMENT CORPORATION$1.3M0.02%+11,686NEW
214NUNU HLDGS LTD$1.2M0.02%2,533−2.9%
215NTESNETEASE COM INC$1.2M0.02%1,036−8.6%
216MOALTRIA GROUP INC$1.2M0.02%+4,548+32.7%
217PGPROCTER & GAMBLE CO$1.2M0.02%+2,390+41.0%
218BXBLACKSTONE INC$1.2M0.02%8,248−44.7%
219VNOMVIPER ENERGY INC$1.2M0.02%+24,612NEW
220CVNACARVANA CO$1.1M0.02%+3,531NEW
221EXREXTRA SPACE STORAGE INC$1.1M0.02%HELD
222OWLBLUE OWL CAPITAL INC$1.1M0.02%6,525−5.2%
223NCLHNORWEGIAN CRUISE LINE HLDGS$967K0.02%58,475−53.1%
224ORCLORACLE CORP$949K0.02%962−13.0%
225PHPARKER-HANNIFIN CORP$943K0.02%2,240−68.0%
226HEI/AHEICO CORP NEW$935K0.02%HELD
227CITHE CIGNA GROUP$929K0.02%284−7.5%
228SWKSTANLEY BLACK & DECKER INC$911K0.01%+2,414+23.2%
229BTIBRITISH AMERN TOB PLC$910K0.01%43,249−73.5%
230SWSMURFIT WESTROCK PLC$859K0.01%+21,564NEW
231TGTTARGET CORP$847K0.01%+2,382+51.7%
232CFCF INDUSTRIES HOLD$842K0.01%+6,485NEW
233TMUST-MOBILE US INC$831K0.01%7,490−65.4%
234FICOFAIR ISAAC CORP$812K0.01%+295+63.3%
235TSCOTRACTOR SUPPLY CO$803K0.01%HELD
236WHWYNDHAM HOTELS & RESORTS INC$791K0.01%2,614−21.2%
237NEENEXTERA ENERGY INC$783K0.01%HELD
238CNICANADIAN NATL RY CO$773K0.01%91,155−92.4%
239GGENPACT LIMITED$760K0.01%678−3.2%
240NVONOVO-NORDISK A S$736K0.01%+11,452+133.7%
241ALB 7.25 03/01/27ALBEMARLE CORP$727K0.01%3,158−23.8%
242MOHMOLINA HEALTHCARE INC$705K0.01%1,717−24.5%
243TELTE CONNECTIVITY PLC$697K0.01%+813+32.2%
244PLDPROLOGIS INC.$691K0.01%HELD
245AMTAMERICAN TOWER CORP$681K0.01%438−10.0%
246GDGENERAL DYNAMICS CORP$675K0.01%1,690−46.2%
247DDOMINION ENERGY INC$670K0.01%HELD
248HALHALLIBURTON CO$643K0.01%61,242−78.8%
249BLDTOPBUILD COR$637K0.01%HELD
250TXNTEXAS INSTRS INC$626K0.01%2,491−43.6%
251MSMORGAN STANLEY$618K0.01%3,486−48.1%
252GLWCORNING INC$607K0.01%HELD
253STXSEAGATE TECHNOLOGY HLDNGS PL$603K0.01%+1,539NEW
254UBERUBER TECHNOLOGIES INC$587K0.01%4,674−36.4%
255MDLNMEDLINE INC$585K0.01%+2,142+19.5%
256UPSUNITED PARCEL SVCS INC$555K0.01%+1,985+54.2%
257BZKANZHUN LIMITED$542K0.01%165,041−80.3%
258VALEVALE S A$513K0.01%626,875−95.1%
259ITWILLINOIS TOOL WKS INC$511K0.01%HELD
260KOFCOCA-COLA FEMSA SAB DE CV$496K0.01%+5+0.1%
261AMDADVANCED MICRO DEVICES INC$493K0.01%+2,422NEW
262MTNVAIL RESORTS INC$491K0.01%+278+7.8%
263TOSTTOAST INC$486K0.01%+18,338NEW
264PNWPINNACLE WEST CAP CORP$469K0.01%+4,655NEW
265BLKBLACKROCK INC$450K0.01%+248+112.7%
266ADBEADOBE INC$433K0.01%318−15.1%
267SCCOSOUTHERN COPPER CORP$422K0.01%+2,451NEW
268GEHCGE HEALTHCARE TECHNOLOGIES I$419K0.01%6,479−52.4%
269CCJCAMECO CORP$401K0.01%+3,689NEW
270CCICROWN CASTLE INC$397K0.01%+1,840+60.5%
271CYTKCYTOKINETICS INC$388K0.01%+5,890NEW
272ELLAUDER ESTEE COS INC$385K0.01%99,198−94.9%
273XELXCEL ENERGY INC$381K0.01%+4,791NEW
274JCIJOHNSON CONTROLS INTERNATION$358K0.01%902−24.8%
275FANGDIAMONDBACK ENERGY INC$316K0.01%4,069−71.8%
276AREALEXANDRIA REAL ESTATE EQ IN$307K0.01%+21+0.3%
277WMWASTE MGMT INC DEL$291K0.00%+1,267NEW
278FUTUFUTU HLDGS LTD$272K0.00%+1,989NEW
279PEGPUBLIC SVC ENTERPRISE GROUP$256K0.00%2,367−42.8%
280USBUS BANCORP$253K0.00%+4,860NEW
281UDRUDR INC$251K0.00%+7,438NEW
282SCHWSCHWAB CHARLES CORP$245K0.00%+2,608NEW
283ANETARISTA NETWORKS INC$243K0.00%+1,978NEW
284PCARPACCAR INC$231K0.00%HELD
285HONHONEYWELL INTL INC$228K0.00%4,950−83.1%
286VNETVNET GROUP INC$220K0.00%+26,237NEW
287MMYTMAKEMYTRIP LIMITED MAURITIUS$220K0.00%36,515−86.1%
288SNPSSYNOPSYS INC86,420EXITED
289FLUTFLUTTER ENTMT PLC133,772EXITED
290RDDTREDDIT INC46,337EXITED
291DUOLDUOLINGO INC24,108EXITED
292HSYHERSHEY CO16,702EXITED
293YMMFULL TRUCK ALLIANCE CO LTD266,548EXITED
294ITGARTNER INC9,463EXITED
295QUREQUANTA SVCS INC5,081EXITED
296UBSUBS GROUP AG42,498EXITED
297CSXCSX CORP50,578EXITED
298PNCPNC FINL SVCS GROUP INC8,757EXITED
299AIGAMERICAN INTL GROUP INC20,194EXITED
300UALUNITED AIRLS HLDGS INC14,914EXITED
301HDBHDFC BANK LTD41,648EXITED
302AWIARMSTRONG WORLD INDS INC NEW7,156EXITED
303LVSLAS VEGAS SANDS CORP20,902EXITED
304WMSADVANCED DRAIN SYS INC DEL8,868EXITED
305FDXFEDEX CORP4,387EXITED
306EWBCEAST WEST BANCORP INC10,516EXITED
307SAIASAIA INC3,397EXITED
308VLTOVERALTO CORP11,080EXITED
309CHTRCHARTER COMMUNICATIONS INC N4,979EXITED
310WCNWASTE CONNECTIONS INC5,360EXITED
311WSOWATSCO INC2,709EXITED
312DLTRDOLLAR TREE INC6,963EXITED
313NUENUCOR CORP5,188EXITED
314EXEEXPAND ENERGY CORPORATION7,654EXITED
315TFCTRUIST FINL CORP16,657EXITED
316AESAES CORP53,668EXITED
317CHDCHURCH & DWIGHT CO INC8,953EXITED
318MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.10,936EXITED
319PCGPG&E CORP36,889EXITED
320PYPLPAYPAL HLDGS INC8,260EXITED
321ELVELEVANCE HEALTH INC FORMERLY1,011EXITED
322GISGENERAL MLS INC7,468EXITED
323PCG 6 12/01/27 APG&E CORP6,800EXITED
324FCNCAFIRST CTZNS BANCSHARES INC D126EXITED
325TWTRADEWEB MKTS INC2,398EXITED
326HUMHUMANA INC952EXITED
327QGENQIAGEN NV5,131EXITED
328FISFIDELITY NATL INFORMATION SV3,500EXITED
329HASHASBRO INC2,767EXITED
330VRSKVERISK ANALYTICS INC964EXITED

Source: SEC EDGAR · accession 0001065349-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.