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Institutional

Clearbridge Investments, LLC

CIK 0001348883
$114.89B
Reported AUM
690
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Clearbridge Investments, LLC · Q1 2026

AI · grounded in 13F

Clearbridge Investments, LLC established a new position in AstraZeneca PLC AZN valued at $1.02B. The fund also increased its holdings in Blackstone Inc BX by 1,438.6% and Arista Networks Inc ANET by 193.2%. On the sell side, the fund closed its entire position in Salesforce Inc CRM, reducing its exposure by $541.8M. Other reductions included trimming shares of Broadcom Inc AVGO by 15.4% and Amazon.com Inc AMZN by 13.5%.

Portfolio · Q1 2026

NVDAMSFTAAPLGOOGLAMZNMETAAVGOOther$82.10BCL

Top holdings· first 500 of 690

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA Corp$198.081.56%12.42%774.16%$5.65B4.92%HELD
2MSFTMicrosoft Corp$463.942.85%-13.24%55.41%$3.43B2.99%HELD
3AAPLApple Inc$300.58-9.85%65.41%124.96%$3.33B2.90%HELD
4GOOGLAlphabet Inc$354.586.27%85.11%143.37%$3.02B2.63%HELD
5AMZNAmazon.com Inc$270.9715.06%9.66%35.70%$3.01B2.62%HELD
6METAMeta Platforms Inc$549.421.93%-27.89%43.33%$2.70B2.35%HELD
7AVGOBroadcom Inc$388.140.08%35.65%758.72%$2.58B2.24%HELD
8VVisa Inc$365.17-0.30%8.84%65.83%$1.95B1.70%HELD
9NFLXNetflix Inc$71.62-2.12%-36.85%28.55%$1.88B1.64%HELD
10WMBWilliams Cos Inc/The$71.030.17%21.76%262.30%$1.69B1.47%HELD
11TSMTaiwan Semiconductor Manufacturing Co Ltd$407.331.00%73.36%267.64%$1.60B1.40%HELD
12JNJJohnson & Johnson$257.670.72%58.23%70.72%$1.38B1.20%HELD
13LINLinde PLC$478.86-5.85%5.69%62.98%$1.32B1.15%HELD
14JPMJPMorgan Chase & Co$353.690.81%23.57%148.58%$1.27B1.10%HELD
15ASMLASML Holding NV$1654.440.18%140.98%107.78%$1.22B1.06%HELD
16VRTXVertex Pharmaceuticals Inc$473.94-1.61%4.23%140.50%$1.21B1.05%HELD
17XOMExxon Mobil Corp$153.96-1.92%45.72%236.23%$1.17B1.02%HELD
18ETNEaton Corp PLC$412.376.59%2.65%147.72%$1.13B0.99%HELD
19MRSHMarsh & McLennan Cos Inc$190.20-0.68%-1.87%30.80%$1.11B0.97%HELD
20RTXRTX Corp$215.150.36%38.00%178.86%$1.06B0.92%HELD
21AZNAstraZeneca PLC$170.41-0.54%17.87%62.01%$1.02B0.89%HELD
22LHXL3Harris Technologies Inc$277.642.11%0.58%30.53%$953.6M0.83%HELD
23GWWWW Grainger Inc$1384.952.17%46.63%227.78%$922.3M0.80%HELD
24TELTE Connectivity plc$208.641.00%3.38%48.05%$876.8M0.76%HELD
25TJXTJX Cos Inc/The$157.89-0.86%26.73%132.46%$853.5M0.74%HELD
26TXNTexas Instruments Inc$276.90-0.67%57.32%67.38%$846.4M0.74%HELD
27TRVTravelers Cos Inc/The$378.580.69%48.53%160.60%$816.2M0.71%HELD
28TMOThermo Fisher Scientific Inc$571.29-0.95%25.02%5.40%$791.7M0.69%HELD
29PANWPalo Alto Networks Inc$327.670.61%88.38%323.84%$787.3M0.69%HELD
30ETREntergy Corp$108.340.29%24.14%132.38%$771.6M0.67%HELD
31APDAir Products and Chemicals Inc$293.84-2.12%$758.6M0.66%HELD
32SHWSherwin-Williams Co/The$340.54-1.25%$750.3M0.65%HELD
33UNPUnion Pacific Corp$292.551.07%$745.9M0.65%HELD
34ABNBAirbnb Inc$151.30-0.51%$710.5M0.62%HELD
35TMUST-Mobile US Inc$172.05-0.74%$666.2M0.58%HELD
36FCXFreeport-McMoRan Inc$62.44-1.58%$655.8M0.57%HELD
37VRTVertiv Holdings Co$244.067.28%$655.2M0.57%HELD
38BDXBecton Dickinson & Co$164.61-0.51%$650.9M0.57%HELD
39PGProcter & Gamble Co/The$143.82-0.10%$642.5M0.56%HELD
40AMTAmerican Tower Corp$171.37-1.77%$636.0M0.55%HELD
41VMCVulcan Materials Co$271.710.18%$633.4M0.55%HELD
42TSLATesla Inc$309.490.21%$632.0M0.55%HELD
43CVSCVS Health Corp$105.340.11%$630.2M0.55%HELD
44BACBank of America Corp$62.180.73%$629.4M0.55%HELD
45ISRGIntuitive Surgical Inc$352.62-0.10%$629.3M0.55%HELD
46KOCoca-Cola Co/The$87.33-1.31%$624.6M0.54%HELD
47HONHoneywell International Inc$243.380.61%$622.7M0.54%HELD
48ORCLOracle Corp$128.300.58%$620.6M0.54%HELD
49APOApollo Global Management Inc$123.893.03%$577.0M0.50%HELD
50WMWaste Management Inc$227.040.31%$568.6M0.49%HELD
51SRESempra$89.38-0.22%$561.3M0.49%HELD
52TRPTC Energy Corp$67.42-0.98%$560.0M0.49%HELD
53SYKStryker Corp$322.62-7.30%$558.4M0.49%HELD
54JCIJohnson Controls International plc$145.731.29%$556.6M0.48%HELD
55ANETArista Networks Inc$180.195.36%$544.8M0.47%HELD
56CNICanadian National Railway Co$127.450.25%$539.9M0.47%HELD
57XPOXPO Inc$202.621.69%$539.4M0.47%HELD
58PSAPUBLIC STORAGE$322.421.56%$508.4M0.44%HELD
59ADPAutomatic Data Processing Inc$264.820.36%$487.4M0.42%HELD
60CMCSAComcast Corp$23.981.30%$486.8M0.42%HELD
61CVXChevron Corp$195.431.62%$477.8M0.42%HELD
62ENBEnbridge Inc$54.73-1.26%$464.0M0.40%HELD
63PCGPG&E Corp$17.49-1.66%$456.5M0.40%HELD
64HDHome Depot Inc/The$331.52-0.55%$449.5M0.39%HELD
65ALNYAlnylam Pharmaceuticals Inc$201.93-1.73%$448.7M0.39%HELD
66OKEOneok Inc$89.500.48%$444.0M0.39%HELD
67AEMAgnico Eagle Mines Ltd$146.22-3.00%$441.3M0.38%HELD
68DISWALT DISNEY COMPANY$96.11-0.05%$429.3M0.37%HELD
69COFCapital One Financial Corp$208.30-0.88%$429.3M0.37%HELD
70LLYEli Lilly & Co$1143.39-1.00%$429.2M0.37%HELD
71MNSTMonster Beverage Corp$96.53-1.15%$427.2M0.37%HELD
72UBERUber Technologies Inc$69.96-0.58%$426.9M0.37%HELD
73PNCPNC Financial Services Group Inc/The$250.710.80%$413.9M0.36%HELD
74BEPCBrookfield Renewable Corp$33.340.60%$386.9M0.34%HELD
75CRWDCrowdstrike Holdings Inc$188.231.63%$380.5M0.33%HELD
76SNPSSynopsys Inc$384.933.38%$378.4M0.33%HELD
77PBAPembina Pipeline Corp$49.07-2.70%$378.0M0.33%HELD
78INTUIntuit Inc$314.68-0.26%$376.4M0.33%HELD
79CMGChipotle Mexican Grill Inc$37.64-2.28%$374.7M0.33%HELD
80SCHWCharles Schwab Corp/The$105.411.04%$371.9M0.32%HELD
81VSTVistra Corp$147.60-0.69%$371.9M0.32%HELD
82CASYCasey's General Stores Inc$873.660.71%$368.8M0.32%HELD
83NOWServiceNow Inc$111.171.00%$366.1M0.32%HELD
84METMetLife Inc$96.86-0.22%$364.2M0.32%HELD
85SHOPShopify Inc$117.19-4.25%$360.7M0.31%HELD
86ADSKAutodesk Inc$232.74-0.95%$356.8M0.31%HELD
87BXBlackstone Inc$128.870.62%$351.4M0.31%HELD
88WMTWalmart Inc$111.480.34%$351.4M0.31%HELD
89HLTHilton Worldwide Holdings Inc$318.41-1.12%$348.3M0.30%HELD
90CLHClean Harbors Inc$315.81-0.42%$344.9M0.30%HELD
91NEENextEra Energy Inc$87.82-0.13%$343.5M0.30%HELD
92UNHUnitedHealth Group Inc$420.63-0.20%$332.7M0.29%HELD
93CNQCanadian Natural Resources Ltd$47.690.88%$329.9M0.29%HELD
94ULUnilever PLC$63.87-2.15%$321.1M0.28%HELD
95PFGCPerformance Food Group Co$114.24-0.45%$317.8M0.28%HELD
96HLNHaleon PLC$9.90-2.08%$317.5M0.28%HELD
97PORPortland General Electric Co$48.95-2.28%$316.4M0.28%HELD
98SPGIS&P Global Inc$413.95-0.25%$315.8M0.27%HELD
99ICEIntercontinental Exchange Inc$153.32-1.88%$308.9M0.27%HELD
100KMIKinder Morgan Inc$32.011.11%$302.1M0.26%HELD
101OGEOGE Energy Corp$295.7M0.26%HELD
102EQTEQT Corp$295.4M0.26%HELD
103PHParker-Hannifin Corp$291.7M0.25%HELD
104SOBOSouth Bow Corp$288.9M0.25%HELD
105DTEDTE Energy Co$283.7M0.25%HELD
106APPAppLovin Corp$282.1M0.25%HELD
107ODFLOld Dominion Freight Line Inc$279.3M0.24%HELD
108PODDInsulet Corp$277.2M0.24%HELD
109COPConocoPhillips$272.7M0.24%HELD
110BRK/BBerkshire Hathaway Inc$260.1M0.23%HELD
111TKOTKO Group Holdings Inc$259.5M0.23%HELD
112ETEnergy Transfer LP$253.0M0.22%HELD
113WECWEC Energy Group Inc$251.1M0.22%HELD
114CEGConstellation Energy Corp$250.6M0.22%HELD
115GXOGXO Logistics Inc$245.2M0.21%HELD
116SPOTSpotify Technology SA$233.3M0.20%HELD
117CPCanadian Pacific Kansas City Ltd$225.3M0.20%HELD
118RYRoyal Bank of Canada$221.8M0.19%HELD
119TRGPTarga Resources Corp$221.0M0.19%HELD
120MCHPMicrochip Technology Inc$220.6M0.19%HELD
121FIXComfort Systems USA Inc$220.6M0.19%HELD
122EPDEnterprise Products Partners LP$220.0M0.19%HELD
123GOOGAlphabet Inc$216.3M0.19%HELD
124BRK/ABerkshire Hathaway Inc$216.2M0.19%HELD
125BABoeing Co/The$214.8M0.19%HELD
126EMREmerson Electric Co$214.3M0.19%HELD
127CNPCenterPoint Energy Inc$211.1M0.18%HELD
128OTISOtis Worldwide Corp$207.4M0.18%HELD
129FERFerrovial SE$205.1M0.18%HELD
130CWENClearway Energy Inc$204.5M0.18%HELD
131HWMHowmet Aerospace Inc$202.7M0.18%HELD
132RBCRBC Bearings Inc$200.2M0.17%HELD
133MCKMcKesson Corp$199.6M0.17%HELD
134PEGPublic Service Enterprise Group Inc$197.4M0.17%HELD
135MSCIMSCI Inc$196.0M0.17%HELD
136BEBloom Energy Corp$186.6M0.16%HELD
137DDOGDatadog Inc$185.1M0.16%HELD
138CTASCintas Corp$184.0M0.16%HELD
139SBUXStarbucks Corp$180.0M0.16%HELD
140LSCCLattice Semiconductor Corp$179.6M0.16%HELD
141NTRANatera Inc$178.7M0.16%HELD
142ALCAlcon AG$178.3M0.16%HELD
143TECKTeck Resources Ltd$175.3M0.15%HELD
144IDXXIdexx Laboratories Inc$173.3M0.15%HELD
145GILDGilead Sciences Inc$171.6M0.15%HELD
146BJBJ's Wholesale Club Holdings Inc$171.1M0.15%HELD
147TDToronto-Dominion Bank/The$169.9M0.15%HELD
148BWXTBWX Technologies Inc$169.3M0.15%HELD
149ARGXArgenx SE$168.9M0.15%HELD
150PAGPPlains GP Holdings LP$168.7M0.15%HELD
151MUMicron Technology Inc$164.5M0.14%HELD
152AXONAxon Enterprise Inc$158.1M0.14%HELD
153SNOWSnowflake Inc$156.2M0.14%HELD
154SESea Ltd$155.9M0.14%HELD
155FNVFranco-Nevada Corp$155.3M0.14%HELD
156EIXEdison International$154.3M0.13%HELD
157HOODRobinhood Markets Inc$152.6M0.13%HELD
158BMOBank of Montreal$152.0M0.13%HELD
159BURLBurlington Stores Inc$152.0M0.13%HELD
160TDYTeledyne Technologies Inc$148.6M0.13%HELD
161APGAPI Group Corp$147.0M0.13%HELD
162MSGSMadison Square Garden Sports Corp$145.8M0.13%HELD
163FWONKLiberty Media Corp-Liberty Formula One$145.7M0.13%HELD
164BSXBoston Scientific Corp$143.0M0.12%HELD
165WATWaters Corp$142.4M0.12%HELD
166DEDeere & Co$142.3M0.12%HELD
167ARESAres Management Corp$141.1M0.12%HELD
168BKRBaker Hughes Co$139.7M0.12%HELD
169PPLPPL Corp$139.0M0.12%HELD
170FITBFifth Third Bancorp$138.5M0.12%HELD
171SLBSLB Ltd$137.9M0.12%HELD
172BNSBank of Nova Scotia/The$137.1M0.12%HELD
173BABAAlibaba Group Holding Ltd$137.0M0.12%HELD
174MPLXMPLX LP$133.8M0.12%HELD
175MELIMercadoLibre Inc$133.4M0.12%HELD
176WTFCWintrust Financial Corp$133.0M0.12%HELD
177MUSAMurphy USA Inc$133.0M0.12%HELD
178ECLEcolab Inc$131.9M0.11%HELD
179CTVACorteva Inc$130.9M0.11%HELD
180HSBCHSBC Holdings PLC$127.0M0.11%HELD
181MLMMartin Marietta Materials Inc$126.4M0.11%HELD
182FERGFerguson Enterprises Inc$125.8M0.11%HELD
183RBLXROBLOX Corp$122.8M0.11%HELD
184NEMNewmont Corp$119.7M0.10%HELD
185MUFGMitsubishi UFJ Financial Group Inc$118.0M0.10%HELD
186CAVACava Group Inc$116.8M0.10%HELD
187DOCSDoximity Inc$115.9M0.10%HELD
188FHNFirst Horizon Corp$113.9M0.10%HELD
189COHRCoherent Corp$113.0M0.10%HELD
190BNBrookfield Corp$111.8M0.10%HELD
191MSIMotorola Solutions Inc$111.3M0.10%HELD
192ABBVAbbVie Inc$110.7M0.10%HELD
193XYZBlock Inc$109.7M0.10%HELD
194ELANElanco Animal Health Inc$109.6M0.10%HELD
195HQYHealthEquity Inc$109.5M0.10%HELD
196VIKVikings Holdings Ltd$109.5M0.10%HELD
197HDBHDFC Bank Ltd$109.4M0.10%HELD
198CRLCharles River Laboratories International Inc$109.1M0.09%HELD
199KTOSKratos Defense & Security Solutions Inc$108.5M0.09%HELD
200WESWestern Midstream Partners LP$108.0M0.09%HELD
201TGTXTG Therapeutics Inc$106.7M0.09%HELD
202INTCIntel Corp$106.4M0.09%HELD
203URIUnited Rentals Inc$106.2M0.09%HELD
204INSMInsmed Inc$105.2M0.09%HELD
205ELFelf Beauty Inc$105.1M0.09%HELD
206PLTRPalantir Technologies Inc$105.1M0.09%HELD
207SONYSony Group Corp$104.8M0.09%HELD
208WPMWheaton Precious Metals Corp$104.6M0.09%HELD
209FICOFair Isaac Corp$104.4M0.09%HELD
210AXPAmerican Express Co$101.1M0.09%HELD
211CHWYChewy Inc$100.0M0.09%HELD
212TSCOTractor Supply Co$99.7M0.09%HELD
213ORLYO'Reilly Automotive Inc$98.6M0.09%HELD
214TLNTalen Energy Corp$96.4M0.08%HELD
215CRBGCorebridge Financial Inc$95.3M0.08%HELD
216WIXWix.com Ltd$94.0M0.08%HELD
217ROADConstruction Partners Inc$93.6M0.08%HELD
218LYVLive Nation Entertainment Inc$93.3M0.08%HELD
219DOCUDocuSign Inc$92.9M0.08%HELD
220CWSTCasella Waste Systems Inc$90.6M0.08%HELD
221ALGMAllegro MicroSystems Inc$90.3M0.08%HELD
222HLIHoulihan Lokey Inc$89.8M0.08%HELD
223RRXRegal Rexnord Corp$89.6M0.08%HELD
224WCCWESCO International Inc$88.2M0.08%HELD
225SANBanco Santander SA$87.2M0.08%HELD
226WCNWaste Connections Inc$86.9M0.08%HELD
227LRCXLam Research Corp$86.4M0.08%HELD
228FTAIFTAI Aviation Ltd.$86.1M0.07%HELD
229AMAntero Midstream Corp$85.3M0.07%HELD
230CVECENOVUS ENERGY INC$85.2M0.07%HELD
231MEDPMedpace Holdings Inc$84.5M0.07%HELD
232IBNICICI Bank Ltd$84.0M0.07%HELD
233RIORio Tinto PLC$83.3M0.07%HELD
234FTSFortis Inc/Canada$82.5M0.07%HELD
235FASTFastenal Co$80.3M0.07%HELD
236EMNEastman Chemical Co$79.9M0.07%HELD
237FOURShift4 Payments Inc$79.6M0.07%HELD
238AQNAlgonquin Power & Utilities Corp$78.8M0.07%HELD
239MTGMGIC Investment Corp$78.2M0.07%HELD
240GLBEGlobal-E Online Ltd.$78.0M0.07%HELD
241WINGWingstop Inc$77.8M0.07%HELD
242IWMiShares Russell 2000 ETF$77.5M0.07%HELD
243LOWLowe's Cos Inc$77.4M0.07%HELD
244PEPPepsiCo Inc$77.4M0.07%HELD
245TREXTrex Co Inc$77.3M0.07%HELD
246WHDCactus Inc$77.2M0.07%HELD
247KDPKeurig Dr Pepper Inc$76.9M0.07%HELD
248NWGNatwest Group PLC$76.8M0.07%HELD
249IFFInternational Flavors & Fragrances Inc$74.3M0.06%HELD
250UMBFUMB Financial Corp$73.3M0.06%HELD
251WWayfair Inc$72.3M0.06%HELD
252RDNTRadNet Inc$71.5M0.06%HELD
253CELHCelsius Holdings Inc$71.1M0.06%HELD
254FNFabrinet$71.0M0.06%HELD
255RBRKRubrik Inc$70.9M0.06%HELD
256GPNGlobal Payments Inc$70.8M0.06%HELD
257OMFOneMain Holdings Inc$70.7M0.06%HELD
258BBIOBridgebio Pharma Inc$70.6M0.06%HELD
259WSCWillScot Holdings Corp$70.2M0.06%HELD
260CMECME Group Inc$69.7M0.06%HELD
261IPInternational Paper Co$69.7M0.06%HELD
262MRKMerck & Co Inc$69.5M0.06%HELD
263BCEBCE Inc$68.5M0.06%HELD
264TFIITFI International Inc$68.5M0.06%HELD
265GPCGenuine Parts Co$68.4M0.06%HELD
266KNTKKinetik Holdings Inc$67.7M0.06%HELD
267ONONON Holding AG$67.0M0.06%HELD
268CHDNChurchill Downs Inc$66.8M0.06%HELD
269HLNEHamilton Lane Inc$66.5M0.06%HELD
270HESMHess Midstream LP$66.4M0.06%HELD
271TUTELUS Corp$66.3M0.06%HELD
272CBRECBRE Group Inc$66.2M0.06%HELD
273CRDOCredo Technology Group Holding Ltd$66.1M0.06%HELD
274ITWIllinois Tool Works Inc$66.0M0.06%HELD
275PTGXProtagonist Therapeutics Inc$65.5M0.06%HELD
276ENSGEnsign Group Inc/The$64.2M0.06%HELD
277MTDRMatador Resources Co$63.6M0.06%HELD
278NUNU Holdings$63.3M0.06%HELD
279SOLSSolstice Advanced Materials Inc$62.3M0.05%HELD
280MIRMMirum Pharmaceuticals Inc$62.1M0.05%HELD
281VLTOVeralto Corp$61.3M0.05%HELD
282ESIElement Solutions Inc$60.1M0.05%HELD
283WBSWebster Financial Corp$60.0M0.05%HELD
284RYANRyan Specialty Holdings Inc$59.8M0.05%HELD
285PAAPlains All American Pipeline LP$59.6M0.05%HELD
286FANGDiamondback Energy Inc$59.3M0.05%HELD
287SGISomnigroup International Inc$57.6M0.05%HELD
288REGNRegeneron Pharmaceuticals Inc$57.0M0.05%HELD
289CPRTCopart Inc$56.3M0.05%HELD
290PRPermian Resources Corp/old$55.9M0.05%HELD
291MODModine Manufacturing Co$55.6M0.05%HELD
292ROIVRoivant Sciences Ltd.$55.6M0.05%HELD
293CAECAE Inc$55.5M0.05%HELD
294EXEExpand Energy Corp$55.2M0.05%HELD
295BLDRBuilders FirstSource Inc$55.1M0.05%HELD
296TECHBio-Techne Corp$54.0M0.05%HELD
297RSGRepublic Services Inc$53.4M0.05%HELD
298XBIState Street SPDR S&P Biotech ETF$53.3M0.05%HELD
299RYTMRhythm Pharmaceuticals Inc$53.0M0.05%HELD
300MFCManulife Financial Corp$53.0M0.05%HELD
301PJTPJT Partners Inc$52.6M0.05%HELD
302OTEXOpen Text Corp$52.5M0.05%HELD
303GELGenesis Energy LP$51.7M0.04%HELD
304EQIXEquinix Inc$51.5M0.04%HELD
305SLABSilicon Laboratories Inc$51.0M0.04%HELD
306MOG/AMoog Inc$51.0M0.04%HELD
307VRNSVaronis Systems Inc$50.7M0.04%HELD
308DHRDanaher Corp$50.2M0.04%HELD
309RMBSRambus Inc$50.2M0.04%HELD
310TCOMTrip.com Group Ltd$50.1M0.04%HELD
311CGONCG oncology Inc$49.4M0.04%HELD
312PLDProLogis Inc$49.2M0.04%HELD
313VVVValvoline Inc$49.1M0.04%HELD
314SGRYSurgery Partners Inc$49.1M0.04%HELD
315GIBCGI Inc$48.4M0.04%HELD
316CLColgate-Palmolive Co$47.7M0.04%HELD
317PGRProgressive Corp/The$47.5M0.04%HELD
318BGSIBOYD GROUP INC$47.3M0.04%HELD
319MSGEMadison Square Garden Entertainment Corp$47.3M0.04%HELD
320STESTERIS PLC$47.1M0.04%HELD
321THCTenet Healthcare Corp$46.0M0.04%HELD
322ELSEquity Lifestyle Properties Inc$45.8M0.04%HELD
323BKNGBooking Holdings Inc$45.6M0.04%HELD
324TRI4EURThomson Reuters Corp$45.0M0.04%HELD
325RYAAYRyanair Holdings PLC$44.3M0.04%HELD
326SUNCSunococorp LLC$44.2M0.04%HELD
327AMHAmerican Homes 4 Rent$44.0M0.04%HELD
328AROCArchrock Inc$44.0M0.04%HELD
329CCKCrown Holdings Inc$43.9M0.04%HELD
330BROSDutch Bros Inc$43.5M0.04%HELD
331BCPCBalchem Corp$43.5M0.04%HELD
332OSISOSI Systems Inc$43.4M0.04%HELD
333DLRDigital Realty Trust Inc$43.2M0.04%HELD
334DEODiageo PLC$43.0M0.04%HELD
335BA 6 10/15/27Boeing Co/The$42.5M0.04%HELD
336ABTAbbott Laboratories$42.2M0.04%HELD
337PEverpure Inc$42.1M0.04%HELD
338CIGIColliers International Group Inc$41.4M0.04%HELD
339KRMNKarman Holdings Inc$41.2M0.04%HELD
340ATOAtmos Energy Corp$41.0M0.04%HELD
341NBIXNeurocrine Biosciences Inc$40.8M0.04%HELD
342RJFRaymond James Financial Inc$40.4M0.04%HELD
343FSVFirstService Corp$40.3M0.04%HELD
344LENLennar Corp$39.6M0.03%HELD
345CQPCheniere Energy Partners LP$39.5M0.03%HELD
346GWREGuidewire Software Inc$39.2M0.03%HELD
347ONTOOnto Innovation Inc$39.1M0.03%HELD
348FTNTFortinet Inc$38.8M0.03%HELD
349TARSTarsus Pharmaceuticals Inc$38.3M0.03%HELD
350MGRCMcGrath RentCorp$38.2M0.03%HELD
351DTDynatrace Inc$38.1M0.03%HELD
352BLKBlackrock Inc$37.8M0.03%HELD
353GLOBGlobant S.A.$37.7M0.03%HELD
354HIGHartford Insurance Group Inc/The$37.4M0.03%HELD
355NOCNorthrop Grumman Corp$37.4M0.03%HELD
356YOUClear Secure Inc$36.9M0.03%HELD
357CCitigroup Inc$35.8M0.03%HELD
358EQREquity Residential$35.7M0.03%HELD
359LNGCheniere Energy Inc$35.4M0.03%HELD
360APHAmphenol Corp$35.1M0.03%HELD
361NNNNNN REIT Inc$34.8M0.03%HELD
362COSTCostco Wholesale Corp$34.4M0.03%HELD
363RDDTReddit Inc$34.4M0.03%HELD
364SBACSBA Communications Corp$34.3M0.03%HELD
365SRRKScholar Rock Holding Corp$34.0M0.03%HELD
366DSGXDescartes Systems Group Inc/The$33.9M0.03%HELD
367KRSP/URice Acquisition Corporation 3$33.4M0.03%HELD
368RKLBRocket Lab Corp$33.3M0.03%HELD
369ZETAZeta Global Holdings Corp$33.3M0.03%HELD
370ACGLArch Capital Group Ltd$33.1M0.03%HELD
371DTMDT Midstream Inc$32.8M0.03%HELD
372EXPEExpedia Group Inc$32.5M0.03%HELD
373QCOMQUALCOMM Inc$32.4M0.03%HELD
374SAPSAP SE$32.4M0.03%HELD
375GPGIGPGI Inc$32.3M0.03%HELD
376MRVLMarvell Technology Inc$32.3M0.03%HELD
377GFIGold Fields Ltd$32.0M0.03%HELD
378PENPenumbra Inc$31.9M0.03%HELD
379NCNOnCino Inc$31.7M0.03%HELD
380IXORIX Corp$31.5M0.03%HELD
381USFDUS Foods Holding Corp$31.1M0.03%HELD
382LYV 3.125 01/15/29Live Nation Entertainment Inc$31.0M0.03%HELD
383BOOTBoot Barn Holdings Inc$30.8M0.03%HELD
384GKOSGlaukos Corp$30.8M0.03%HELD
385ATSATS Corp$30.8M0.03%HELD
386YSSYork Space Systems Inc$29.8M0.03%HELD
387JLLJones Lang LaSalle Inc$29.4M0.03%HELD
388GERNGeron Corp$29.2M0.03%HELD
389CBChubb Ltd$29.2M0.03%HELD
390LMTLockheed Martin Corp$29.1M0.03%HELD
391XMTRXometry Inc$28.9M0.03%HELD
392KVYOKlaviyo Inc$28.7M0.02%HELD
393JDJD.com Inc$28.2M0.02%HELD
394REZIResideo Technologies Inc$28.2M0.02%HELD
395ROSTRoss Stores Inc$27.9M0.02%HELD
396CAICaris Life Sciences Inc$27.7M0.02%HELD
397IBPInstalled Building Products Inc$27.7M0.02%HELD
398TXRHTexas Roadhouse Inc$27.2M0.02%HELD
399MHKMohawk Industries Inc$26.8M0.02%HELD
400SSentinelOne Inc$26.7M0.02%HELD
401NMIHNMI Holdings Inc$26.4M0.02%HELD
402MSMorgan Stanley$25.7M0.02%HELD
403ADIAnalog Devices Inc$25.2M0.02%HELD
404MKCMcCormick & Co Inc/MD$25.2M0.02%HELD
405AMGNAmgen Inc$24.7M0.02%HELD
406SCIService Corp International/US$24.1M0.02%HELD
407EPAMEPAM Systems Inc$23.3M0.02%HELD
408BGCBGC Group Inc$23.2M0.02%HELD
409BEPBrookfield Renewable Partners LP$22.8M0.02%HELD
410INTRInter & Co. Inc$22.8M0.02%HELD
411WDSWoodside Energy Group Ltd$22.7M0.02%HELD
412LGNLegence Corp$22.7M0.02%HELD
413UTIUniversal Technical Institute Inc$21.7M0.02%HELD
414CNSCohen & Steers Inc$21.3M0.02%HELD
415VMIValmont Industries Inc$20.6M0.02%HELD
416KSAiShares MSCI Saudi Arabia ETF$19.9M0.02%HELD
417AWKAmerican Water Works Co Inc$19.9M0.02%HELD
418DKLDelek Logistics Partners LP$19.4M0.02%HELD
419NTSKNetskope Inc$19.0M0.02%HELD
420FLEXFlex Ltd$18.9M0.02%HELD
421ULSUL Solutions Inc$18.9M0.02%HELD
422INTAIntapp Inc$18.7M0.02%HELD
423CASHPathward Financial Inc$18.7M0.02%HELD
424MPWRMonolithic Power Systems Inc$18.3M0.02%HELD
425IONQIonQ Inc$17.8M0.02%HELD
426CVNACarvana Co$17.3M0.02%HELD
427GOGrocery Outlet Holding Corp$17.0M0.01%HELD
428KKRKKR & Co Inc$16.9M0.01%HELD
429GSGoldman Sachs Group Inc/The$16.9M0.01%HELD
430EQPTEquipmentShare.com Inc$16.4M0.01%HELD
431SSDSimpson Manufacturing Co Inc$16.3M0.01%HELD
432KKR 6.25 03/01/28 DKKR & Co Inc$16.2M0.01%HELD
433BIPBrookfield Infrastructure Partners LP$14.5M0.01%HELD
434VKTXViking Therapeutics Inc$14.5M0.01%HELD
435WLKPWestlake Chemical Partners LP$14.0M0.01%HELD
436BSYBentley Systems Inc$13.5M0.01%HELD
437WFRDWeatherford International plc$13.1M0.01%HELD
438INSWInternational Seaways Inc$13.1M0.01%HELD
439QXO 5.5 05/15/28QXO Inc$13.1M0.01%HELD
440FLSFlowserve Corp$13.0M0.01%HELD
441MDGLMadrigal Pharmaceuticals Inc$12.8M0.01%HELD
442RGTIRigetti Computing Inc$12.8M0.01%HELD
443ARWRArrowhead Pharmaceuticals Inc$12.7M0.01%HELD
444WSFSWSFS Financial Corp$12.5M0.01%HELD
445MURMurphy Oil Corp$12.5M0.01%HELD
446LSTRLandstar System Inc$12.0M0.01%HELD
447COLBColumbia Banking System Inc$11.9M0.01%HELD
448APO 6.75 07/31/26Apollo Global Management Inc$11.8M0.01%HELD
449WTWWillis Towers Watson PLC$11.6M0.01%HELD
450GATXGATX Corp$11.5M0.01%HELD
451TRUPTrupanion Inc$11.3M0.01%HELD
452NRGNRG Energy Inc$11.3M0.01%HELD
453NGGNational Grid PLC$11.1M0.01%HELD
454OZKBank OZK$11.0M0.01%HELD
455DRSLeonardo DRS Inc$10.9M0.01%HELD
456FWONALiberty Media Corp-Liberty Formula One$10.8M0.01%HELD
457CNHCNH Industrial NV$10.8M0.01%HELD
458CHYMChime Financial Inc$10.8M0.01%HELD
459EEFTEuronet Worldwide Inc$10.7M0.01%HELD
460BETABeta Technologies Inc$10.7M0.01%HELD
461CAPLCrossAmerica Partners LP$10.5M0.01%HELD
462CELCCelcuity Inc$10.5M0.01%HELD
463TEXTerex Corp$10.4M0.01%HELD
464LMBLimbach Holdings Inc$10.4M0.01%HELD
465MMYTMakeMyTrip Ltd$10.3M0.01%HELD
466RUSHARush Enterprises Inc$10.3M0.01%HELD
467KRGKite Realty Group Trust$10.3M0.01%HELD
468LYGLloyds Banking Group PLC$10.1M0.01%HELD
469MTHMeritage Homes Corp$10.1M0.01%HELD
470CRCCalifornia Resources Corp$10.1M0.01%HELD
471PRIMPrimoris Services Corp$10.0M0.01%HELD
472AGOAssured Guaranty Ltd$10.0M0.01%HELD
473CATCaterpillar Inc$9.7M0.01%HELD
474CLBTCellebrite DI Ltd$9.7M0.01%HELD
475TCBITexas Capital Bancshares Inc$9.7M0.01%HELD
476TTTrane Technologies PLC$9.6M0.01%HELD
477QXOQXO Inc$9.5M0.01%HELD
478WULFTerawulf Inc$9.4M0.01%HELD
479COOCooper Cos Inc/The$9.2M0.01%HELD
480CTOSCustom Truck One Source Inc$9.2M0.01%HELD
481PBProsperity Bancshares Inc$9.2M0.01%HELD
482SKYWSkywest Inc$9.2M0.01%HELD
483SPXCSPX Technologies Inc$9.0M0.01%HELD
484WMT2Wells Fargo & Co$8.8M0.01%HELD
485ASOAcademy Sports & Outdoors Inc$8.7M0.01%HELD
486ECPGEncore Capital Group Inc$8.7M0.01%HELD
487SLGNSilgan Holdings Inc$8.7M0.01%HELD
488OGSONE Gas Inc$8.5M0.01%HELD
489ESNTEssent Group Ltd$8.4M0.01%HELD
490EXPEagle Materials Inc$8.4M0.01%HELD
491HCCWarrior Met Coal Inc$8.2M0.01%HELD
492RYNRayonier Inc$8.1M0.01%HELD
493HLMNHillman Solutions Corp$7.9M0.01%HELD
494BAMBrookfield Asset Management Ltd$7.9M0.01%HELD
495EXTRExtreme Networks Inc$7.7M0.01%HELD
496KFYKorn Ferry$7.7M0.01%HELD
497FOXFFox Factory Holding Corp$7.7M0.01%HELD
498GRDNGuardian Pharmacy Services Inc$7.6M0.01%HELD
499AXSMAxsome Therapeutics Inc$7.6M0.01%HELD
500PENGPenguin Solutions Inc$7.6M0.01%HELD

Source: SEC EDGAR · accession 0001348883-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.