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Institutional

CAPITOLIS LIQUID GLOBAL MARKETS LLC

CIK 0002094379
$15.72B
Reported AUM
329
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · CAPITOLIS LIQUID GLOBAL MARKETS LLC · Q1 2026

AI · grounded in 13F

CAPITOLIS LIQUID GLOBAL MARKETS LLC established a new position in SPY valued at $489.06M. The fund increased its holdings in C by 211.03% and JNJ by 157.97%. Conversely, it trimmed its position in ISRG by 82.28% and reduced its stake in KVUE by 79.25%.

Portfolio · Q1 2026

NVDA$976.7MAAPL$839.3MAVGOMSFTMETABACSPYGOOGLGOOGCOSTJPMLLYOther$8.79BCL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$190.01-3.55%9.52%751.61%$976.7M6.21%HELD
2AAPLAPPLE INC$338.19-0.56%67.77%128.17%$839.3M5.34%HELD
3AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$779.9M4.96%HELD
4MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$676.5M4.30%HELD
5METAMETA PLATFORMS INC$585.61-1.31%-21.66%55.72%$558.2M3.55%HELD
6BACBANK AMERICA CORP$61.07-2.48%38.41%67.43%$495.7M3.15%HELD
7SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%18.63%72.84%$489.1M3.11%HELD
8GOOGLALPHABET INC$336.710.90%76.51%132.04%$474.5M3.02%HELD
9GOOGALPHABET INC$335.760.95%77.27%132.86%$445.6M2.83%HELD
10COSTCOSTCO WHOLESALE CORPORATION$974.030.77%2.82%125.57%$439.7M2.80%HELD
11JPMJPMORGAN CHASE & CO$344.71-3.53%21.40%144.23%$422.7M2.69%HELD
12LLYELI LILLY & CO$1210.02-0.87%61.25%393.83%$338.6M2.15%HELD
13AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$255.3M1.62%HELD
14MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$234.3M1.49%HELD
15CSCOCISCO SYS INC$112.48-2.68%75.85%125.29%$187.4M1.19%HELD
16CCITIGROUP INC$127.13-4.03%41.58%108.64%$185.2M1.18%HELD
17HONHONEYWELL INTL INC$241.12-2.40%15.32%17.06%$179.6M1.14%HELD
18PEPPEPSICO INC$143.500.45%7.11%7.50%$169.2M1.08%HELD
19ADIANALOG DEVICES INC$353.37-3.41%64.05%138.71%$150.3M0.96%HELD
20ABBVABBVIE INC$263.300.04%40.72%165.04%$146.5M0.93%HELD
21JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$138.7M0.88%HELD
22TXNTEXAS INSTRS INC$271.30-2.08%53.11%62.90%$135.0M0.86%HELD
23SCHWSCHWAB CHARLES CORP$104.47-1.42%12.19%54.86%$134.6M0.86%HELD
24WMTWALMART INC$114.220.99%16.94%145.72%$122.6M0.78%HELD
25SJMSMUCKER J M CO$126.352.69%22.55%21.34%$118.6M0.75%HELD
26KOCOCA COLA CO$89.080.92%35.46%86.77%$117.0M0.74%HELD
27PGRPROGRESSIVE CORP$219.990.21%-2.82%155.24%$108.4M0.69%HELD
28430TERNS PHARMACEUTICALS INC$104.2M0.66%HELD
29BKNGBOOKING HOLDINGS INC$201.301.00%-5.78%123.48%$96.8M0.62%HELD
30TMOTHERMO FISHER SCIENTIFIC INC$576.460.01%24.95%5.34%$96.4M0.61%HELD
31MUMICRON TECHNOLOGY INC$739.00-9.94%$94.4M0.60%HELD
32TSLATESLA INC$298.32-2.97%$92.3M0.59%HELD
33MSIMOTOROLA SOLUTIONS INC$434.20-1.39%$89.9M0.57%HELD
34GILDGILEAD SCIENCES INC$132.73-1.18%$89.5M0.57%HELD
35SPDWSPDR INDEX SHS FDS$48.93-0.77%$89.0M0.57%HELD
36KLACKLA CORP$170.19-10.80%$88.3M0.56%HELD
37BRK/BBERKSHIRE HATHAWAY INC DEL$86.8M0.55%HELD
38IXUSISHARES TR$92.00-1.11%$86.4M0.55%HELD
39LINLINDE PLC$511.170.00%$84.9M0.54%HELD
40ORCLORACLE CORP$117.74-1.85%$82.4M0.52%HELD
41QCOMQUALCOMM INC$155.68-4.42%$81.0M0.52%HELD
42NCLHNORWEGIAN CRUISE LINE HLDGS$20.75-2.21%$75.7M0.48%HELD
43TJXTJX COS INC NEW$161.630.52%$75.5M0.48%HELD
44LMTLOCKHEED MARTIN CORP$569.20-2.08%$75.0M0.48%HELD
45UNHUNITEDHEALTH GROUP INC$420.57-1.92%$74.9M0.48%HELD
46NFLXNETFLIX INC.$73.631.71%$73.6M0.47%HELD
47CVNACARVANA CO$66.320.38%$73.6M0.47%HELD
48GSGOLDMAN SACHS GROUP INC$980.75-5.09%$71.9M0.46%HELD
49PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$71.7M0.46%HELD
50CATCATERPILLAR INC$782.71-6.91%$69.9M0.44%HELD
51FDXFEDEX CORP$308.61-1.29%$69.5M0.44%HELD
52AMDADVANCED MICRO DEVICES INC$429.56-5.51%$66.2M0.42%HELD
53NTAPNETAPP INC$173.23-0.74%$63.7M0.41%HELD
54COFCAPITAL ONE FINL CORP$208.71-1.74%$62.1M0.39%HELD
55GTLSCHART INDS INC$60.9M0.39%HELD
56FISFIDELITY NATL INFORMATION SV$46.814.18%$59.8M0.38%HELD
57REGNREGENERON PHARMACEUTICALS$695.420.03%$57.9M0.37%HELD
58CLCOLGATE PALMOLIVE CO$93.490.82%$57.8M0.37%HELD
59WDCWESTERN DIGITAL CORP$462.04-0.32%$57.1M0.36%HELD
60GPCRSTRUCTURE THERAPEUTICS INC$47.35-1.13%$55.5M0.35%HELD
61MASIMASIMO CORP$55.0M0.35%HELD
62NXPINXP SEMICONDUCTORS N V$240.98-7.00%$54.7M0.35%HELD
63CSGPCOSTAR GROUP INC$29.83-1.65%$54.7M0.35%HELD
64LULULULULEMON ATHLETICA INC$119.03-1.07%$53.6M0.34%HELD
65GEGE AEROSPACE$350.63-3.56%$51.1M0.33%HELD
66VCSHVANGUARD SCOTTSDALE FDS$78.61-0.01%$51.1M0.32%HELD
67CRMSALESFORCE INC$188.383.79%$51.0M0.32%HELD
68AMATAPPLIED MATLS INC$436.45-8.40%$48.3M0.31%HELD
69APPAPPLOVIN CORP$399.46-4.49%$47.1M0.30%HELD
70PGPROCTER & GAMBLE CO$146.10-1.87%$46.1M0.29%HELD
71PENPENUMBRA INC$320.130.04%$45.8M0.29%HELD
72XOMEXXON MOBIL CORP$156.752.42%$45.2M0.29%HELD
73BKBANK NEW YORK MELLON CORP$43.8M0.28%HELD
74USBUS BANCORP$62.82-2.50%$43.2M0.27%HELD
75WBSWEBSTER FINL CORP$75.85-1.61%$42.3M0.27%HELD
76NEMNEWMONT CORP$91.34-0.20%$41.6M0.26%HELD
77STTSTATE STR CORP$176.04-3.58%$41.2M0.26%HELD
78ISRGINTUITIVE SURGICAL INC$353.10-2.40%$41.1M0.26%HELD
79APLSUSDAPELLIS PHARMACEUTICALS INC$40.8M0.26%HELD
80FIVEFIVE BELOW INC$209.490.72%$40.5M0.26%HELD
81TIPISHARES TR$107.770.10%$40.3M0.26%HELD
82APHAMPHENOL CORP$150.314.49%$40.0M0.25%HELD
83KVUEKENVUE INC$19.790.20%$39.2M0.25%HELD
84STXSEAGATE TECHNOLOGY HLDNGS PL$764.432.29%$37.8M0.24%HELD
85CVXCHEVRON CORPORATION$191.862.28%$37.6M0.24%HELD
86BLKBLACKROCK INC$1079.19-1.67%$37.6M0.24%HELD
87SESEA LTD$108.370.89%$36.4M0.23%HELD
88TALTAL ED GROUP$10.894.31%$36.3M0.23%HELD
89CELCCELCUITY INC$83.260.97%$36.1M0.23%HELD
90SRESEMPRA$88.82-1.92%$36.0M0.23%HELD
91MCHPMICROCHIP TECHNOLOGY INC.$71.37-5.73%$36.0M0.23%HELD
92QSRRESTAURANT BRANDS INTL INC$75.520.87%$35.0M0.22%HELD
93HO1HOLOGIC INC$33.7M0.21%HELD
94EQTEQT CORP$52.571.76%$33.0M0.21%HELD
95WBDWARNER BROS DISCOVERY INC$25.640.12%$32.5M0.21%HELD
96AXTAAXALTA COATING SYS LTD$34.83-1.72%$32.0M0.20%HELD
97NSCNORFOLK SOUTHN CORP$335.74-0.91%$31.6M0.20%HELD
98NOWSERVICENOW INC$115.764.65%$31.4M0.20%HELD
99EFXEQUIFAX INC$187.050.02%$30.6M0.19%HELD
100LRCXLAM RESEARCH CORP$252.35-6.40%$30.6M0.19%HELD
101ACWIISHARES TR$29.2M0.19%HELD
102AONAON PLC$29.2M0.19%HELD
103COPCONOCOPHILLIPS$28.5M0.18%HELD
104SYKSTRYKER CORPORATION$28.5M0.18%HELD
105XELXCEL ENERGY INC$27.8M0.18%HELD
106ANETARISTA NETWORKS INC$27.5M0.17%HELD
107THCTENET HEALTHCARE CORP$27.0M0.17%HELD
108MRKMERCK & CO INC$26.9M0.17%HELD
109ESSESSEX PPTY TR INC$26.6M0.17%HELD
110KEYSKEYSIGHT TECHNOLOGIES INC$26.3M0.17%HELD
111GDXVANECK ETF TRUST$25.7M0.16%HELD
112VTRSVIATRIS INC$25.7M0.16%HELD
113INVHINVITATION HOMES INC$25.5M0.16%HELD
114HDHOME DEPOT INC$25.4M0.16%HELD
115JOYYJOYY INC$25.0M0.16%HELD
116FISVFISERV INC$25.0M0.16%HELD
117GDXJVANECK ETF TRUST$24.0M0.15%HELD
118SDASEALED AIR CORP NEW$23.8M0.15%HELD
119RTXRTX CORPORATION$23.7M0.15%HELD
120CEGCONSTELLATION ENERGY CORP$23.6M0.15%HELD
121AXPAMERICAN EXPRESS CO$22.5M0.14%HELD
122AMTAMERICAN TOWER CORP$22.4M0.14%HELD
123PNCPNC FINL SVCS GROUP INC$22.4M0.14%HELD
124WELLWELLTOWER INC$22.3M0.14%HELD
125WTRGESSENTIAL UTILS INC$22.2M0.14%HELD
126MOG/AMOOG INC$21.8M0.14%HELD
127TERTERADYNE INC$21.8M0.14%HELD
128INTUINTUIT$21.4M0.14%HELD
129ESGEISHARES INC$21.4M0.14%HELD
130RGLDROYAL GOLD INC$20.4M0.13%HELD
131ROIVROIVANT SCIENCES LTD$20.1M0.13%HELD
132APDAIR PRODUCTS AND CHEMICALS I$20.1M0.13%HELD
133RSGREPUBLIC SVCS INC$20.1M0.13%HELD
134ELVELEVANCE HEALTH INC FORMERLY$19.0M0.12%HELD
135MDLZMONDELEZ INTL INC$18.9M0.12%HELD
136SPGSIMON PPTY GROUP INC NEW$18.6M0.12%HELD
137LVSLAS VEGAS SANDS CORP$18.6M0.12%HELD
138MSMORGAN STANLEY$18.6M0.12%HELD
139INTCINTEL CORP$18.5M0.12%HELD
140VISNVISTANCE NETWORKS INC$18.2M0.12%HELD
141AGGISHARES TR$17.6M0.11%HELD
142SPHRSPHERE ENTERTAINMENT CO$17.2M0.11%HELD
143DOWDOW HLDGS INC$16.8M0.11%HELD
144GEOGEO GROUP INC$16.8M0.11%HELD
145HASHASBRO INC$16.6M0.11%HELD
146KMIKINDER MORGAN INC DEL$16.1M0.10%HELD
147ADPAUTOMATIC DATA PROCESSING IN$15.8M0.10%HELD
148PMPHILIP MORRIS INTL INC$15.3M0.10%HELD
149BXBLACKSTONE INC$14.9M0.10%HELD
150MDTMEDTRONIC PLC$14.9M0.09%HELD
151CUBECUBESMART$14.9M0.09%HELD
152CHDCHURCH & DWIGHT CO INC$14.7M0.09%HELD
153MRSHMARSH & MCLENNAN COS INC$14.3M0.09%HELD
154YMMFULL TRUCK ALLIANCE CO LTD$14.2M0.09%HELD
155SNPSSYNOPSYS INC$14.1M0.09%HELD
156GEVGE VERNOVA INC$14.1M0.09%HELD
157MAAMID-AMER APT CMNTYS INC$13.9M0.09%HELD
158GDGENERAL DYNAMICS CORP$13.7M0.09%HELD
159TELTE CONNECTIVITY PLC$13.5M0.09%HELD
160PCGPG&E CORP$13.2M0.08%HELD
161MPCMARATHON PETE CORP$12.6M0.08%HELD
162WMT2WELLS FARGO & CO$12.5M0.08%HELD
163VZVERIZON COMMUNICATIONS INC$12.3M0.08%HELD
164CMCSACOMCAST CORP NEW$12.0M0.08%HELD
165TAT&T INC$11.9M0.08%HELD
166ARQTARCUTIS BIOTHERAPEUTICS INC$11.8M0.07%HELD
167TMUST-MOBILE US INC$11.8M0.07%HELD
168CSXCSX CORP$11.5M0.07%HELD
169SPGIS&P GLOBAL INC$11.5M0.07%HELD
170DHRDANAHER CORP DEL$11.3M0.07%HELD
171CVSCVS HEALTH CORP$11.1M0.07%HELD
172ABTABBOTT LABORATORIES$11.1M0.07%HELD
173CMICUMMINS INC$11.1M0.07%HELD
174CCL1EURCARNIVAL CORP$10.9M0.07%HELD
175GLWCORNING INC$10.8M0.07%HELD
176TSNTYSON FOODS INC$10.5M0.07%HELD
177ICEINTERCONTINENTAL EXCHANGE IN$10.4M0.07%HELD
178CPTCAMDEN PPTY TR$10.4M0.07%HELD
179EATBRINKER INTL INC$10.3M0.07%HELD
180UPSUNITED PARCEL SVCS INC$10.2M0.06%HELD
181ROKROCKWELL AUTOMATION INC$10.0M0.06%HELD
182IBMINTERNATIONAL BUSINESS MACHS$10.0M0.06%HELD
183ABNBAIRBNB INC$10.0M0.06%HELD
184HSTHOST HOTELS & RESORTS INC$10.0M0.06%HELD
185VEAVANGUARD TAX-MANAGED FDS$9.8M0.06%HELD
186MARMARRIOTT INTL INC NEW$9.8M0.06%HELD
187YUMYUM BRANDS INC$9.8M0.06%HELD
188FNDFSCHWAB STRATEGIC TR$9.8M0.06%HELD
189JIREJ P MORGAN EXCHANGE TRADED F$9.7M0.06%HELD
190CMECME GROUP INC$9.7M0.06%HELD
191MCKMCKESSON CORP$9.7M0.06%HELD
192KKRKKR & CO INC$9.6M0.06%HELD
193SHWSHERWIN WILLIAMS CO$9.5M0.06%HELD
194BSXBOSTON SCIENTIFIC CORP$9.2M0.06%HELD
195FRFIRST INDL RLTY TR INC$9.1M0.06%HELD
196VSTVISTRA CORP$9.0M0.06%HELD
197IGSBISHARES TR$9.0M0.06%HELD
198DOCHEALTHPEAK PROPERTIES INC$8.9M0.06%HELD
199INBXINHIBRX BIOSCIENCES INC$8.4M0.05%HELD
200PNWPINNACLE WEST CAP CORP$8.3M0.05%HELD
201MOHMOLINA HEALTHCARE INC$8.1M0.05%HELD
202AMPAMERIPRISE FINL INC$8.0M0.05%HELD
203EWEDWARDS LIFESCIENCES CORP$8.0M0.05%HELD
204CRHCRH PLC$8.0M0.05%HELD
205DISDISNEY WALT CO$7.9M0.05%HELD
206LLYVALIBERTY LIVE HOLDINGS INC$7.9M0.05%HELD
207PANWPALO ALTO NETWORKS INC$7.8M0.05%HELD
208CDNSCADENCE DESIGN SYSTEM INC$7.8M0.05%HELD
209ADSKAUTODESK INC$7.7M0.05%HELD
210BOHBANK HAWAII CORP$7.5M0.05%HELD
211FCXFREEPORT MCMORAN INC$7.5M0.05%HELD
212ESNTESSENT GROUP LTD$7.5M0.05%HELD
213VRTXVERTEX PHARMACEUTICALS INC$7.5M0.05%HELD
214BGCBGC GROUP INC$7.5M0.05%HELD
215IDXXIDEXX LABS INC$7.4M0.05%HELD
216ZTSZOETIS INC$7.3M0.05%HELD
217ADBEADOBE INC$7.3M0.05%HELD
218CRWDCROWDSTRIKE HLDGS INC$7.2M0.05%HELD
219MCDMCDONALDS CORP$7.2M0.05%HELD
220ETNEATON CORP PLC$7.2M0.05%HELD
221BKRBAKER HUGHES COMPANY$7.1M0.05%HELD
222PYPLPAYPAL HLDGS INC$7.1M0.05%HELD
223AGOASSURED GUARANTY LTD$7.1M0.05%HELD
224PFEPFIZER INC$7.0M0.04%HELD
225ROSTROSS STORES INC$6.9M0.04%HELD
226MLCOMELCO RESORTS AND ENTMNT LTD$6.9M0.04%HELD
227DECKDECKERS OUTDOOR CORP$6.9M0.04%HELD
228EQIXEQUINIX INC$6.9M0.04%HELD
229EQREQUITY RESIDENTIAL$6.9M0.04%HELD
230SPIBSPDR SERIES TRUST$6.4M0.04%HELD
231ARMARM HOLDINGS PLC$6.3M0.04%HELD
232OTISOTIS WORLDWIDE CORP$6.1M0.04%HELD
233HCIHCI GROUP INC$6.1M0.04%HELD
234BMYBRISTOL-MYERS SQUIBB CO$6.1M0.04%HELD
235MTHMERITAGE HOMES CORP$6.0M0.04%HELD
236MMM3M CO$5.9M0.04%HELD
237PDDPDD HOLDINGS INC$5.9M0.04%HELD
238VGSHVANGUARD SCOTTSDALE FDS$5.9M0.04%HELD
239BABOEING CO$5.8M0.04%HELD
240DASHDOORDASH INC$5.8M0.04%HELD
241AESAES CORP$5.8M0.04%HELD
242VIRTVIRTU FINL INC$5.7M0.04%HELD
243CORCENCORA INC$5.7M0.04%HELD
244GLGLOBE LIFE INC$5.7M0.04%HELD
245EIXEDISON INTL$5.7M0.04%HELD
246EXREXTRA SPACE STORAGE INC$5.5M0.03%HELD
247DBMFLITMAN GREGORY FDS TR$5.5M0.03%HELD
248JAZZJAZZ PHARMACEUTICALS PLC$5.3M0.03%HELD
249MCOMOODYS CORP$5.2M0.03%HELD
250VMCVULCAN MATLS CO$5.1M0.03%HELD
251MTDMETTLER TOLEDO INTERNATIONAL$5.0M0.03%HELD
252NTRSNORTHERN TR CORP$5.0M0.03%HELD
253METMETLIFE INC$5.0M0.03%HELD
254PHPARKER-HANNIFIN CORP$4.9M0.03%HELD
255TRVTRAVELERS COMPANIES INC$4.9M0.03%HELD
256CEVACEVA INC$4.9M0.03%HELD
257AMGNAMGEN INC$4.8M0.03%HELD
258MPWRMONOLITHIC PWR SYS INC$4.8M0.03%HELD
259PLDPROLOGIS INC.$4.8M0.03%HELD
260WMBWILLIAMS COS INC$4.8M0.03%HELD
261CBCHUBB LTD SWITZ$4.7M0.03%HELD
262WMGWARNER MUSIC GROUP CORP$4.7M0.03%HELD
263TLTISHARES TR$4.7M0.03%HELD
264CMSCMS ENERGY CORP$4.7M0.03%HELD
265WMWASTE MGMT INC DEL$4.6M0.03%HELD
266CTASCINTAS CORP$4.6M0.03%HELD
267QRVOQORVO INC$4.6M0.03%HELD
268SKYWSKYWEST INC$4.6M0.03%HELD
269STZCONSTELLATION BRANDS INC$4.5M0.03%HELD
270SOSOUTHERN CO$4.4M0.03%HELD
271SFNCSIMMONS FIRST NATL CORP$4.4M0.03%HELD
272NKENIKE INC$4.4M0.03%HELD
273TCMDTACTILE SYS TECHNOLOGY INC$4.3M0.03%HELD
274GPNGLOBAL PMTS INC$4.2M0.03%HELD
275TXNMTXNM ENERGY INC$4.2M0.03%HELD
276GLNGGOLAR LNG LTD$4.1M0.03%HELD
277WORWORTHINGTON ENTERPRISES INC$4.1M0.03%HELD
278RGAREINSURANCE GROUP AMER INC$4.0M0.03%HELD
279EAELECTRONIC ARTS INC$4.0M0.03%HELD
280PLXSPLEXUS CORP$3.8M0.02%HELD
281ENSENERSYS$3.8M0.02%HELD
282AVBAVALONBAY CMNTYS INC$3.8M0.02%HELD
283CXMSPRINKLR INC$3.7M0.02%HELD
284CNOCNO FINL GROUP INC$3.7M0.02%HELD
285NDAQNASDAQ INC$3.7M0.02%HELD
286ACNACCENTURE PLC IRELAND$3.5M0.02%HELD
287REREATRENEW INC$3.5M0.02%HELD
288EXPEEXPEDIA GROUP INC$3.4M0.02%HELD
289EXEEXPAND ENERGY CORPORATION$3.4M0.02%HELD
290RLXRLX TECHNOLOGY INC$3.3M0.02%HELD
291VRSNVERISIGN INC$3.2M0.02%HELD
292SNDKSANDISK CORP$3.1M0.02%HELD
293AAGILENT TECHNOLOGIES INC$3.1M0.02%HELD
294CMGCHIPOTLE MEXICAN GRILL INC$3.0M0.02%HELD
295AVPTAVEPOINT INC$3.0M0.02%HELD
296ABCBAMERIS BANCORP$2.8M0.02%HELD
297ORAORMAT TECHNOLOGIES INC$2.7M0.02%HELD
298TMHCTAYLOR MORRISON HOME CORP$2.7M0.02%HELD
299STESTERIS PLC$2.4M0.02%HELD
300LSTRLANDSTAR SYS INC$2.4M0.02%HELD
301OCOWENS CORNING NEW$2.4M0.02%HELD
302IBKRINTERACTIVE BROKERS GROUP IN$2.4M0.02%HELD
303MOMOHELLO GROUP INC$2.1M0.01%HELD
304JEFJEFFERIES FINANCIAL GROUP IN$2.1M0.01%HELD
305COINCOINBASE GLOBAL INC$1.8M0.01%HELD
306LUMNLUMEN TECHNOLOGIES INC$1.7M0.01%HELD
307MSGSMADISON SQUARE GRDN SPRT COR$1.7M0.01%HELD
308WEAVWEAVE COMMUNICATIONS INC$1.7M0.01%HELD
309ECLECOLAB INC$1.7M0.01%HELD
310VTVANGUARD INTL EQUITY INDEX F$1.5M0.01%HELD
311EOGEOG RES INC$1.5M0.01%HELD
312EVHEVOLENT HEALTH INC$1.4M0.01%HELD
313DOCUDOCUSIGN INC$1.4M0.01%HELD
314WDWALKER & DUNLOP INC$1.4M0.01%HELD
315TTTRANE TECHNOLOGIES PLC$1.3M0.01%HELD
316TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.2M0.01%HELD
317DDOGDATADOG INC$1.2M0.01%HELD
318CAHCARDINAL HEALTH INC$1.2M0.01%HELD
319KRKROGER CO$1.2M0.01%HELD
320GWWWW GRAINGER INC$1.1M0.01%HELD
321RFREGIONS FINANCIAL CORP NEW$1.0M0.01%HELD
322HBANHUNTINGTON BANCSHARES INC$1.0M0.01%HELD
323LENLENNAR CORP$981K0.01%HELD
324SPHYSPDR SERIES TRUST$840K0.01%HELD
325TROWPRICE T ROWE GROUP INC$829K0.01%HELD
326WTWWILLIS TOWERS WATSON PLC LTD$712K0.00%HELD
327BOWBOWHEAD SPECIALTY HLDGS INC$534K0.00%HELD
328AKAMAKAMAI TECHNOLOGIES INC$436K0.00%HELD
329SPTSPROUT SOCIAL INC$217K0.00%HELD

Source: SEC EDGAR · accession 0002094379-26-000017. 13F discloses long positions only — shorts, foreign equities, and options are excluded.