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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

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA Corp$205.10-6.20%44.92%955.49%$5.65B4.92%1,064,182−3.2%
2MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$3.43B2.99%1,087,660−10.5%
3AAPLApple Inc$307.34-1.25%51.31%116.17%$3.33B2.90%955,329−6.8%
4GOOGLAlphabet Inc$368.53-0.98%112.92%175.80%$3.02B2.63%+320,245+3.1%
5AMZNAmazon.com Inc$246.03-3.06%15.20%47.87%$3.01B2.62%2,257,066−13.5%
6METAMeta Platforms Inc$593.00-5.51%-14.74%67.74%$2.70B2.35%305,587−6.1%
7AVGOBroadcom Inc$385.73-7.92%57.48%771.51%$2.58B2.24%1,514,808−15.4%
8VVisa Inc$323.571.06%-11.91%36.33%$1.95B1.70%172,479−2.6%
9NFLXNetflix Inc$82.180.76%-33.80%58.78%$1.88B1.64%+2,888,338+17.3%
10WMBWilliams Cos Inc/The$71.96-0.65%22.72%258.62%$1.69B1.47%+1,913,375+9.0%
11TSMTaiwan Semiconductor Manufacturing Co Ltd$415.17-6.69%104.85%285.24%$1.60B1.40%+332,489+7.5%
12JNJJohnson & Johnson$232.772.02%53.90%55.59%$1.38B1.20%+38,425+0.7%
13LINLinde PLC$507.900.09%9.24%76.81%$1.32B1.15%+195,019+7.9%
14JPMJPMorgan Chase & Co$312.370.48%19.84%133.52%$1.27B1.10%306,193−6.6%
15ASMLASML Holding NV$1641.74-6.59%119.73%124.14%$1.22B1.06%233,137−20.1%
16VRTXVertex Pharmaceuticals Inc$446.831.15%-0.81%121.66%$1.21B1.05%159,201−5.6%
17XOMExxon Mobil Corp$149.92-1.39%48.36%212.97%$1.17B1.02%2,099,726−23.3%
18ETNEaton Corp PLC$395.94-5.42%20.84%171.29%$1.13B0.99%73,628−2.3%
19MRSHMarsh & McLennan Cos Inc$165.442.59%-26.69%21.25%$1.11B0.97%+1,346,838+26.5%
20RTXRTX Corp$180.990.88%32.19%132.37%$1.06B0.92%859,637−13.5%
21AZNAstraZeneca PLC$185.952.28%29.80%80.46%$1.02B0.89%+5,160,677NEW
22LHXL3Harris Technologies Inc$307.83-0.63%28.70%49.94%$953.6M0.83%335,290−10.8%
23GWWWW Grainger Inc$1297.53-0.19%19.82%207.80%$922.3M0.80%+1,273+0.2%
24TELTE Connectivity plc$207.68-2.34%30.51%55.76%$876.8M0.76%372,039−8.1%
25TJXTJX Cos Inc/The$160.711.31%26.64%151.20%$853.5M0.74%66,069−1.2%
26TXNTexas Instruments Inc$285.06-6.65%52.30%72.38%$846.4M0.74%+1,300,496+42.5%
27TRVTravelers Cos Inc/The$303.253.35%12.56%123.48%$816.2M0.71%71,945−2.5%
28TMOThermo Fisher Scientific Inc$472.80-1.91%18.07%-11.30%$791.7M0.69%252,029−13.5%
29PANWPalo Alto Networks Inc$272.05-2.58%36.30%309.05%$787.3M0.69%690,828−12.3%
30ETREntergy Corp$110.741.34%38.25%157.05%$771.6M0.67%+171,863+2.6%
31APDAir Products and Chemicals Inc$282.35-0.18%$758.6M0.66%82,958−3.1%
32SHWSherwin-Williams Co/The$305.301.74%$750.3M0.65%56,147−2.3%
33UNPUnion Pacific Corp$272.323.19%$745.9M0.65%398,401−11.5%
34ABNBAirbnb Inc$133.54-0.13%$710.5M0.62%447,909−7.4%
35TMUST-Mobile US Inc$178.100.61%$666.2M0.58%+406,916+14.7%
36FCXFreeport-McMoRan Inc$63.37-9.07%$655.8M0.57%3,776,102−25.3%
37VRTVertiv Holdings Co$300.51-7.23%$655.2M0.57%203,858−7.2%
38BDXBecton Dickinson & Co$151.161.07%$650.9M0.57%+47,705+1.2%
39PGProcter & Gamble Co/The$146.544.09%$642.5M0.56%+358,806+8.8%
40AMTAmerican Tower Corp$194.120.11%$636.0M0.55%+450,496+13.9%
41VMCVulcan Materials Co$281.38-0.59%$633.4M0.55%+26,092+1.1%
42TSLATesla Inc$391.00-6.56%$632.0M0.55%560,163−24.8%
43CVSCVS Health Corp$95.931.17%$630.2M0.55%17,053−0.2%
44BACBank of America Corp$53.83-0.63%$629.4M0.55%3,374,334−20.7%
45ISRGIntuitive Surgical Inc$422.060.77%$629.3M0.55%318,200−18.9%
46KOCoca-Cola Co/The$79.483.46%$624.6M0.54%214,749−2.5%
47HONHoneywell International Inc$213.97-1.69%$622.7M0.54%+1,735,808+170.3%
48ORCLOracle Corp$213.68-9.59%$620.6M0.54%682,384−13.9%
49APOApollo Global Management Inc$128.03-0.30%$577.0M0.50%+2,024,048+64.2%
50WMWaste Management Inc$220.400.63%$568.6M0.49%31,483−1.3%
51SRESempra$91.421.20%$561.3M0.49%250,585−4.2%
52TRPTC Energy Corp$68.68-0.39%$560.0M0.49%+162,575+1.9%
53SYKStryker Corp$305.661.48%$558.4M0.49%1,878−0.1%
54JCIJohnson Controls International plc$143.65-2.54%$556.6M0.48%533,693−11.2%
55ANETArista Networks Inc$154.27-7.07%$544.8M0.47%+2,923,962+193.2%
56CNICanadian National Railway Co$120.380.74%$539.9M0.47%+771,790+17.2%
57XPOXPO Inc$218.94-0.15%$539.4M0.47%197,575−6.7%
58PSAPUBLIC STORAGE$309.680.98%$508.4M0.44%+433,765+30.1%
59ADPAutomatic Data Processing Inc$231.950.28%$487.4M0.42%+711,138+42.1%
60CMCSAComcast Corp$23.822.10%$486.8M0.42%1,532,389−8.3%
61CVXChevron Corp$187.31-0.55%$477.8M0.42%102,763−4.3%
62ENBEnbridge Inc$56.31-0.76%$464.0M0.40%6,879,985−44.5%
63PCGPG&E Corp$17.111.72%$456.5M0.40%+8,430,869+48.0%
64HDHome Depot Inc/The$310.780.27%$449.5M0.39%+26,385+2.0%
65ALNYAlnylam Pharmaceuticals Inc$303.05-0.19%$448.7M0.39%+759,023+127.1%
66OKEOneok Inc$88.25-0.79%$444.0M0.39%+477,390+10.8%
67AEMAgnico Eagle Mines Ltd$163.66-7.41%$441.3M0.38%+24,661+1.1%
68DISWALT DISNEY COMPANY$99.710.37%$429.3M0.37%542,763−10.9%
69COFCapital One Financial Corp$180.67-1.38%$429.3M0.37%+339,108+16.8%
70LLYEli Lilly & Co$1131.420.55%$429.2M0.37%+88,953+23.5%
71MNSTMonster Beverage Corp$89.551.14%$427.2M0.37%1,128,176−16.1%
72UBERUber Technologies Inc$70.71-2.08%$426.9M0.37%504,948−7.8%
73PNCPNC Financial Services Group Inc/The$228.370.57%$413.9M0.36%73,841−3.6%
74BEPCBrookfield Renewable Corp$39.311.51%$386.9M0.34%+502,963+5.5%
75CRWDCrowdstrike Holdings Inc$671.02-6.68%$380.5M0.33%33,926−3.4%
76SNPSSynopsys Inc$464.85-5.99%$378.4M0.33%249,441−20.7%
77PBAPembina Pipeline Corp$49.150.68%$378.0M0.33%+6,810,022+416.4%
78INTUIntuit Inc$296.76-1.73%$376.4M0.33%326,094−27.3%
79CMGChipotle Mexican Grill Inc$29.344.12%$374.7M0.33%2,355,340−16.7%
80SCHWCharles Schwab Corp/The$88.840.95%$371.9M0.32%415,476−9.5%
81VSTVistra Corp$148.76-3.21%$371.9M0.32%+791,500+47.1%
82CASYCasey's General Stores Inc$761.910.04%$368.8M0.32%122,443−19.5%
83NOWServiceNow Inc$112.45-5.79%$366.1M0.32%615,391−14.9%
84METMetLife Inc$84.491.23%$364.2M0.32%663,832−11.4%
85SHOPShopify Inc$109.54-5.60%$360.7M0.31%1,126,252−27.0%
86ADSKAutodesk Inc$229.96-1.58%$356.8M0.31%354,265−19.2%
87BXBlackstone Inc$115.35-2.70%$351.4M0.31%+2,857,650+1438.6%
88WMTWalmart Inc$118.880.97%$351.4M0.31%618,015−17.9%
89HLTHilton Worldwide Holdings Inc$342.05-0.31%$348.3M0.30%+58,166+5.3%
90CLHClean Harbors Inc$283.03-1.35%$344.9M0.30%126,649−9.5%
91NEENextEra Energy Inc$85.840.19%$343.5M0.30%708,334−16.1%
92UNHUnitedHealth Group Inc$399.470.76%$332.7M0.29%75,285−5.8%
93CNQCanadian Natural Resources Ltd$45.70-4.11%$329.9M0.29%241,386−9.5%
94ULUnilever PLC$56.723.03%$321.1M0.28%+112,207+2.0%
95PFGCPerformance Food Group Co$97.580.48%$317.8M0.28%176,706−4.5%
96HLNHaleon PLC$8.97-1.64%$317.5M0.28%+295,449+0.9%
97PORPortland General Electric Co$50.31-0.44%$316.4M0.28%+1,352,540+29.1%
98SPGIS&P Global Inc$424.441.03%$315.8M0.27%190,571−20.4%
99ICEIntercontinental Exchange Inc$141.50-0.39%$308.9M0.27%305,954−13.5%
100KMIKinder Morgan Inc$31.68-0.06%$302.1M0.26%72,518−0.8%
101OGEOGE Energy Corp$295.7M0.26%74,531−1.2%
102EQTEQT Corp$295.4M0.26%3,236,053−41.1%
103PHParker-Hannifin Corp$291.7M0.25%+21,753+7.2%
104SOBOSouth Bow Corp$288.9M0.25%+1,406,992+19.4%
105DTEDTE Energy Co$283.7M0.25%693,696−26.3%
106APPAppLovin Corp$282.1M0.25%32,877−4.4%
107ODFLOld Dominion Freight Line Inc$279.3M0.24%+11,636+0.8%
108PODDInsulet Corp$277.2M0.24%66,501−4.8%
109COPConocoPhillips$272.7M0.24%143,584−6.5%
110BRK/BBerkshire Hathaway Inc$260.1M0.23%40,085−6.9%
111TKOTKO Group Holdings Inc$259.5M0.23%19,870−1.5%
112ETEnergy Transfer LP$253.0M0.22%+93,057+0.7%
113WECWEC Energy Group Inc$251.1M0.22%1,067,463−33.0%
114CEGConstellation Energy Corp$250.6M0.22%+270,661+43.2%
115GXOGXO Logistics Inc$245.2M0.21%12,783−0.3%
116SPOTSpotify Technology SA$233.3M0.20%+481,200NEW
117CPCanadian Pacific Kansas City Ltd$225.3M0.20%+268,782+10.4%
118RYRoyal Bank of Canada$221.8M0.19%34,730−2.5%
119TRGPTarga Resources Corp$221.0M0.19%+41,899+5.0%
120MCHPMicrochip Technology Inc$220.6M0.19%289,287−7.8%
121FIXComfort Systems USA Inc$220.6M0.19%40,584−20.2%
122EPDEnterprise Products Partners LP$220.0M0.19%577,518−9.0%
123GOOGAlphabet Inc$216.3M0.19%4,383−0.6%
124BRK/ABerkshire Hathaway Inc$216.2M0.19%2−0.7%
125BABoeing Co/The$214.8M0.19%22,096−2.0%
126EMREmerson Electric Co$214.3M0.19%+50,942+3.2%
127CNPCenterPoint Energy Inc$211.1M0.18%+415,278+9.3%
128OTISOtis Worldwide Corp$207.4M0.18%+1,575,930+141.3%
129FERFerrovial SE$205.1M0.18%+190,209+6.4%
130CWENClearway Energy Inc$204.5M0.18%+547,034+11.7%
131HWMHowmet Aerospace Inc$202.7M0.18%+136,883+18.4%
132RBCRBC Bearings Inc$200.2M0.17%31,947−8.0%
133MCKMcKesson Corp$199.6M0.17%37,176−13.9%
134PEGPublic Service Enterprise Group Inc$197.4M0.17%+92,121+3.9%
135MSCIMSCI Inc$196.0M0.17%+32,599+9.8%
136BEBloom Energy Corp$186.6M0.16%378,628−21.6%
137DDOGDatadog Inc$185.1M0.16%+230,537+17.2%
138CTASCintas Corp$184.0M0.16%+82,067+8.2%
139SBUXStarbucks Corp$180.0M0.16%+48,856+2.5%
140LSCCLattice Semiconductor Corp$179.6M0.16%12,765−0.7%
141NTRANatera Inc$178.7M0.16%+103,221+13.1%
142ALCAlcon AG$178.3M0.16%+237,284+11.1%
143TECKTeck Resources Ltd$175.3M0.15%517,079−13.2%
144IDXXIdexx Laboratories Inc$173.3M0.15%+15,529+5.3%
145GILDGilead Sciences Inc$171.6M0.15%+9,458+0.8%
146BJBJ's Wholesale Club Holdings Inc$171.1M0.15%+91,159+5.5%
147TDToronto-Dominion Bank/The$169.9M0.15%251,412−12.0%
148BWXTBWX Technologies Inc$169.3M0.15%45,755−5.2%
149ARGXArgenx SE$168.9M0.15%282,408−55.0%
150PAGPPlains GP Holdings LP$168.7M0.15%+44,050+0.6%
151MUMicron Technology Inc$164.5M0.14%195,553−28.7%
152AXONAxon Enterprise Inc$158.1M0.14%+28,416+8.3%
153SNOWSnowflake Inc$156.2M0.14%340−0.0%
154SESea Ltd$155.9M0.14%152,623−7.5%
155FNVFranco-Nevada Corp$155.3M0.14%18,658−2.9%
156EIXEdison International$154.3M0.13%+48,324+2.3%
157HOODRobinhood Markets Inc$152.6M0.13%+342,282+18.4%
158BMOBank of Montreal$152.0M0.13%52,917−4.5%
159BURLBurlington Stores Inc$152.0M0.13%91,388−16.4%
160TDYTeledyne Technologies Inc$148.6M0.13%13,030−5.0%
161APGAPI Group Corp$147.0M0.13%332,260−8.4%
162MSGSMadison Square Garden Sports Corp$145.8M0.13%HELD
163FWONKLiberty Media Corp-Liberty Formula One$145.7M0.13%4,793−0.3%
164BSXBoston Scientific Corp$143.0M0.12%+1,546,181+210.9%
165WATWaters Corp$142.4M0.12%+478,271NEW
166DEDeere & Co$142.3M0.12%112,609−30.8%
167ARESAres Management Corp$141.1M0.12%465,414−26.5%
168BKRBaker Hughes Co$139.7M0.12%155,187−6.4%
169PPLPPL Corp$139.0M0.12%2,662,775−42.3%
170FITBFifth Third Bancorp$138.5M0.12%31,511−1.0%
171SLBSLB Ltd$137.9M0.12%51,388−1.9%
172BNSBank of Nova Scotia/The$137.1M0.12%68,446−3.3%
173BABAAlibaba Group Holding Ltd$137.0M0.12%75,512−6.5%
174MPLXMPLX LP$133.8M0.12%HELD
175MELIMercadoLibre Inc$133.4M0.12%44,674−36.7%
176WTFCWintrust Financial Corp$133.0M0.12%+82,473+9.4%
177MUSAMurphy USA Inc$133.0M0.12%947−0.4%
178ECLEcolab Inc$131.9M0.11%92,978−15.8%
179CTVACorteva Inc$130.9M0.11%81,574−5.0%
180HSBCHSBC Holdings PLC$127.0M0.11%+96,091+6.7%
181MLMMartin Marietta Materials Inc$126.4M0.11%29,480−12.1%
182FERGFerguson Enterprises Inc$125.8M0.11%15,107−2.7%
183RBLXROBLOX Corp$122.8M0.11%+1,063,183+96.0%
184NEMNewmont Corp$119.7M0.10%380,893−25.6%
185MUFGMitsubishi UFJ Financial Group Inc$118.0M0.10%+222,905+3.3%
186CAVACava Group Inc$116.8M0.10%+441,245+44.0%
187DOCSDoximity Inc$115.9M0.10%91,443−1.8%
188FHNFirst Horizon Corp$113.9M0.10%198,024−3.8%
189COHRCoherent Corp$113.0M0.10%113,770−19.3%
190BNBrookfield Corp$111.8M0.10%90,019−3.2%
191MSIMotorola Solutions Inc$111.3M0.10%34,606−11.9%
192ABBVAbbVie Inc$110.7M0.10%381,050−42.8%
193XYZBlock Inc$109.7M0.10%+344,864+23.3%
194ELANElanco Animal Health Inc$109.6M0.10%1,091,629−19.2%
195HQYHealthEquity Inc$109.5M0.10%48,961−3.6%
196VIKVikings Holdings Ltd$109.5M0.10%+1,489,732NEW
197HDBHDFC Bank Ltd$109.4M0.10%945,686−17.7%
198CRLCharles River Laboratories International Inc$109.1M0.09%+121,006+23.7%
199KTOSKratos Defense & Security Solutions Inc$108.5M0.09%+81,304+5.6%
200WESWestern Midstream Partners LP$108.0M0.09%HELD
201TGTXTG Therapeutics Inc$106.7M0.09%237,103−6.9%
202INTCIntel Corp$106.4M0.09%889,284−26.9%
203URIUnited Rentals Inc$106.2M0.09%+52,721+56.7%
204INSMInsmed Inc$105.2M0.09%175,576−21.4%
205ELFelf Beauty Inc$105.1M0.09%+110,361+6.8%
206PLTRPalantir Technologies Inc$105.1M0.09%130,673−15.4%
207SONYSony Group Corp$104.8M0.09%546,048−9.7%
208WPMWheaton Precious Metals Corp$104.6M0.09%+222,896+38.7%
209FICOFair Isaac Corp$104.4M0.09%3,669−3.6%
210AXPAmerican Express Co$101.1M0.09%80,563−19.4%
211CHWYChewy Inc$100.0M0.09%+127,704+3.6%
212TSCOTractor Supply Co$99.7M0.09%841,537−27.7%
213ORLYO'Reilly Automotive Inc$98.6M0.09%127,632−10.7%
214TLNTalen Energy Corp$96.4M0.08%19,094−5.9%
215CRBGCorebridge Financial Inc$95.3M0.08%523,337−11.6%
216WIXWix.com Ltd$94.0M0.08%35,336−3.3%
217ROADConstruction Partners Inc$93.6M0.08%3,436−0.4%
218LYVLive Nation Entertainment Inc$93.3M0.08%205,213−25.1%
219DOCUDocuSign Inc$92.9M0.08%665,578−25.3%
220CWSTCasella Waste Systems Inc$90.6M0.08%+390,870+52.1%
221ALGMAllegro MicroSystems Inc$90.3M0.08%53,075−1.8%
222HLIHoulihan Lokey Inc$89.8M0.08%+56,345+9.9%
223RRXRegal Rexnord Corp$89.6M0.08%105,584−18.1%
224WCCWESCO International Inc$88.2M0.08%44,213−12.1%
225SANBanco Santander SA$87.2M0.08%1,253,079−13.9%
226WCNWaste Connections Inc$86.9M0.08%371,061−40.9%
227LRCXLam Research Corp$86.4M0.08%47,657−10.5%
228FTAIFTAI Aviation Ltd.$86.1M0.07%184,135−34.4%
229AMAntero Midstream Corp$85.3M0.07%+106,600+2.9%
230CVECENOVUS ENERGY INC$85.2M0.07%246,756−7.1%
231MEDPMedpace Holdings Inc$84.5M0.07%29,216−14.2%
232IBNICICI Bank Ltd$84.0M0.07%361,892−10.0%
233RIORio Tinto PLC$83.3M0.07%+892,474NEW
234FTSFortis Inc/Canada$82.5M0.07%649,675−30.5%
235FASTFastenal Co$80.3M0.07%+1,712,719+9191.4%
236EMNEastman Chemical Co$79.9M0.07%+167,104+19.0%
237FOURShift4 Payments Inc$79.6M0.07%206,150−10.2%
238AQNAlgonquin Power & Utilities Corp$78.8M0.07%+12,836,835NEW
239MTGMGIC Investment Corp$78.2M0.07%1,031,646−25.7%
240GLBEGlobal-E Online Ltd.$78.0M0.07%115,923−4.4%
241WINGWingstop Inc$77.8M0.07%51,721−9.3%
242IWMiShares Russell 2000 ETF$77.5M0.07%+312,515NEW
243LOWLowe's Cos Inc$77.4M0.07%12,726−3.7%
244PEPPepsiCo Inc$77.4M0.07%53,760−9.7%
245TREXTrex Co Inc$77.3M0.07%51,622−2.4%
246WHDCactus Inc$77.2M0.07%+732,824+81.7%
247KDPKeurig Dr Pepper Inc$76.9M0.07%104,177−3.4%
248NWGNatwest Group PLC$76.8M0.07%2,076,599−28.7%
249IFFInternational Flavors & Fragrances Inc$74.3M0.06%8,334−0.8%
250UMBFUMB Financial Corp$73.3M0.06%+35,534+5.8%
251WWayfair Inc$72.3M0.06%+961,113NEW
252RDNTRadNet Inc$71.5M0.06%+163,567+14.7%
253CELHCelsius Holdings Inc$71.1M0.06%+1,018,454+103.2%
254FNFabrinet$71.0M0.06%19,366−12.5%
255RBRKRubrik Inc$70.9M0.06%+84,406+6.2%
256GPNGlobal Payments Inc$70.8M0.06%+111,169+11.8%
257OMFOneMain Holdings Inc$70.7M0.06%494,904−27.3%
258BBIOBridgebio Pharma Inc$70.6M0.06%+452,871+90.9%
259WSCWillScot Holdings Corp$70.2M0.06%484,423−10.7%
260CMECME Group Inc$69.7M0.06%2,417−1.0%
261IPInternational Paper Co$69.7M0.06%486,436−19.9%
262MRKMerck & Co Inc$69.5M0.06%22,585−3.8%
263BCEBCE Inc$68.5M0.06%426,007−13.6%
264TFIITFI International Inc$68.5M0.06%+630,632NEW
265GPCGenuine Parts Co$68.4M0.06%1,770−0.3%
266KNTKKinetik Holdings Inc$67.7M0.06%+1,371,969+5284.9%
267ONONON Holding AG$67.0M0.06%211,095−9.7%
268CHDNChurchill Downs Inc$66.8M0.06%+133,576+21.9%
269HLNEHamilton Lane Inc$66.5M0.06%+5,765+0.9%
270HESMHess Midstream LP$66.4M0.06%+62,400+3.8%
271TUTELUS Corp$66.3M0.06%182,482−3.4%
272CBRECBRE Group Inc$66.2M0.06%49,675−9.2%
273CRDOCredo Technology Group Holding Ltd$66.1M0.06%+57,813+8.9%
274ITWIllinois Tool Works Inc$66.0M0.06%28,949−10.2%
275PTGXProtagonist Therapeutics Inc$65.5M0.06%+131,978+26.9%
276ENSGEnsign Group Inc/The$64.2M0.06%+148,190+87.1%
277MTDRMatador Resources Co$63.6M0.06%771,558−43.4%
278NUNU Holdings$63.3M0.06%+1,126,432+34.3%
279SOLSSolstice Advanced Materials Inc$62.3M0.05%+455,694+125.6%
280MIRMMirum Pharmaceuticals Inc$62.1M0.05%194,097−22.4%
281VLTOVeralto Corp$61.3M0.05%83,267−10.7%
282ESIElement Solutions Inc$60.1M0.05%+21,180+1.2%
283WBSWebster Financial Corp$60.0M0.05%22,307−2.5%
284RYANRyan Specialty Holdings Inc$59.8M0.05%108,408−5.8%
285PAAPlains All American Pipeline LP$59.6M0.05%HELD
286FANGDiamondback Energy Inc$59.3M0.05%21,172−6.6%
287SGISomnigroup International Inc$57.6M0.05%+302,285+63.3%
288REGNRegeneron Pharmaceuticals Inc$57.0M0.05%+11,761+19.0%
289CPRTCopart Inc$56.3M0.05%254,081−13.0%
290PRPermian Resources Corp/old$55.9M0.05%+2,621,294NEW
291MODModine Manufacturing Co$55.6M0.05%+87,129+51.4%
292ROIVRoivant Sciences Ltd.$55.6M0.05%+32,644+1.7%
293CAECAE Inc$55.5M0.05%273,358−11.6%
294EXEExpand Energy Corp$55.2M0.05%+58,554+13.2%
295BLDRBuilders FirstSource Inc$55.1M0.05%+25,567+4.0%
296TECHBio-Techne Corp$54.0M0.05%+84,436+8.9%
297RSGRepublic Services Inc$53.4M0.05%+60,368+32.9%
298XBIState Street SPDR S&P Biotech ETF$53.3M0.05%+21,028+5.3%
299RYTMRhythm Pharmaceuticals Inc$53.0M0.05%+103,328+20.4%
300MFCManulife Financial Corp$53.0M0.05%+3,956+0.3%
301PJTPJT Partners Inc$52.6M0.05%3,749−1.0%
302OTEXOpen Text Corp$52.5M0.05%83,555−3.4%
303GELGenesis Energy LP$51.7M0.04%HELD
304EQIXEquinix Inc$51.5M0.04%453,196−89.6%
305SLABSilicon Laboratories Inc$51.0M0.04%24,765−9.2%
306MOG/AMoog Inc$51.0M0.04%38,754−18.2%
307VRNSVaronis Systems Inc$50.7M0.04%183,373−7.2%
308DHRDanaher Corp$50.2M0.04%+22,167+9.1%
309RMBSRambus Inc$50.2M0.04%+583,270NEW
310TCOMTrip.com Group Ltd$50.1M0.04%97,325−8.8%
311CGONCG oncology Inc$49.4M0.04%+25,269+3.6%
312PLDProLogis Inc$49.2M0.04%51,945−12.3%
313VVVValvoline Inc$49.1M0.04%+697,395+91.6%
314SGRYSurgery Partners Inc$49.1M0.04%110,395−2.6%
315GIBCGI Inc$48.4M0.04%22,167−3.2%
316CLColgate-Palmolive Co$47.7M0.04%+174,377+45.3%
317PGRProgressive Corp/The$47.5M0.04%51,158−17.6%
318BGSIBOYD GROUP INC$47.3M0.04%+55,563+17.7%
319MSGEMadison Square Garden Entertainment Corp$47.3M0.04%63,248−7.3%
320STESTERIS PLC$47.1M0.04%+38,157+21.8%
321THCTenet Healthcare Corp$46.0M0.04%+109,413+81.5%
322ELSEquity Lifestyle Properties Inc$45.8M0.04%+28,009+4.0%
323BKNGBooking Holdings Inc$45.6M0.04%+8,827+438.7%
324TRI4EURThomson Reuters Corp$45.0M0.04%+265,643+113.4%
325RYAAYRyanair Holdings PLC$44.3M0.04%80,078−9.5%
326SUNCSunococorp LLC$44.2M0.04%HELD
327AMHAmerican Homes 4 Rent$44.0M0.04%909,303−36.6%
328AROCArchrock Inc$44.0M0.04%+7,106+0.6%
329CCKCrown Holdings Inc$43.9M0.04%+17,920+4.3%
330BROSDutch Bros Inc$43.5M0.04%+6,410+0.8%
331BCPCBalchem Corp$43.5M0.04%21,764−7.8%
332OSISOSI Systems Inc$43.4M0.04%21,548−11.6%
333DLRDigital Realty Trust Inc$43.2M0.04%+131,632+122.0%
334DEODiageo PLC$43.0M0.04%+25,903+4.7%
335BA 6 10/15/27Boeing Co/The$42.5M0.04%HELD
336ABTAbbott Laboratories$42.2M0.04%+358,479+687.6%
337PEverpure Inc$42.1M0.04%1,234−0.2%
338CIGIColliers International Group Inc$41.4M0.04%+86,736+28.8%
339KRMNKarman Holdings Inc$41.2M0.04%+36,774+7.7%
340ATOAtmos Energy Corp$41.0M0.04%+85,236+62.4%
341NBIXNeurocrine Biosciences Inc$40.8M0.04%42−0.0%
342RJFRaymond James Financial Inc$40.4M0.04%410−0.1%
343FSVFirstService Corp$40.3M0.04%+43,764+17.8%
344LENLennar Corp$39.6M0.03%+93,010+25.6%
345CQPCheniere Energy Partners LP$39.5M0.03%HELD
346GWREGuidewire Software Inc$39.2M0.03%430−0.2%
347ONTOOnto Innovation Inc$39.1M0.03%26,511−12.2%
348FTNTFortinet Inc$38.8M0.03%233,963−33.0%
349TARSTarsus Pharmaceuticals Inc$38.3M0.03%+39,262+7.8%
350MGRCMcGrath RentCorp$38.2M0.03%+4,769+1.4%
351DTDynatrace Inc$38.1M0.03%1,127,796−52.3%
352BLKBlackrock Inc$37.8M0.03%2,338−5.6%
353GLOBGlobant S.A.$37.7M0.03%+660,795+421.7%
354HIGHartford Insurance Group Inc/The$37.4M0.03%85,285−23.6%
355NOCNorthrop Grumman Corp$37.4M0.03%537,486−90.7%
356YOUClear Secure Inc$36.9M0.03%156,548−17.1%
357CCitigroup Inc$35.8M0.03%137,113−30.3%
358EQREquity Residential$35.7M0.03%+344,466+132.9%
359LNGCheniere Energy Inc$35.4M0.03%+11,187+9.8%
360APHAmphenol Corp$35.1M0.03%567,515−67.2%
361NNNNNN REIT Inc$34.8M0.03%+12,273+1.5%
362COSTCostco Wholesale Corp$34.4M0.03%9,359−21.3%
363RDDTReddit Inc$34.4M0.03%72,423−22.1%
364SBACSBA Communications Corp$34.3M0.03%184,976−48.1%
365SRRKScholar Rock Holding Corp$34.0M0.03%+395,943+134.0%
366DSGXDescartes Systems Group Inc/The$33.9M0.03%+70,446+17.4%
367KRSP/URice Acquisition Corporation 3$33.4M0.03%113,578−3.4%
368RKLBRocket Lab Corp$33.3M0.03%818−0.2%
369ZETAZeta Global Holdings Corp$33.3M0.03%158,582−7.1%
370ACGLArch Capital Group Ltd$33.1M0.03%49,344−12.5%
371DTMDT Midstream Inc$32.8M0.03%+10,040+4.3%
372EXPEExpedia Group Inc$32.5M0.03%236,331−62.6%
373QCOMQUALCOMM Inc$32.4M0.03%68,240−21.3%
374SAPSAP SE$32.4M0.03%354,748−65.2%
375GPGIGPGI Inc$32.3M0.03%+1,159,855+158.5%
376MRVLMarvell Technology Inc$32.3M0.03%2,777,489−89.5%
377GFIGold Fields Ltd$32.0M0.03%+704,644NEW
378PENPenumbra Inc$31.9M0.03%593,679−85.9%
379NCNOnCino Inc$31.7M0.03%13,881−0.7%
380IXORIX Corp$31.5M0.03%+1,049,544NEW
381USFDUS Foods Holding Corp$31.1M0.03%2,739−0.8%
382LYV 3.125 01/15/29Live Nation Entertainment Inc$31.0M0.03%14,000−0.1%
383BOOTBoot Barn Holdings Inc$30.8M0.03%+61,137+40.9%
384GKOSGlaukos Corp$30.8M0.03%+174,029+155.4%
385ATSATS Corp$30.8M0.03%20,194−1.8%
386YSSYork Space Systems Inc$29.8M0.03%+1,345,454NEW
387JLLJones Lang LaSalle Inc$29.4M0.03%+15,464+19.1%
388GERNGeron Corp$29.2M0.03%+5,377,367+37.8%
389CBChubb Ltd$29.2M0.03%3,158−3.4%
390LMTLockheed Martin Corp$29.1M0.03%+1,723+3.7%
391XMTRXometry Inc$28.9M0.03%252−0.0%
392KVYOKlaviyo Inc$28.7M0.02%168,527−10.3%
393JDJD.com Inc$28.2M0.02%42,701−4.3%
394REZIResideo Technologies Inc$28.2M0.02%263,111−23.9%
395ROSTRoss Stores Inc$27.9M0.02%17,937−12.2%
396CAICaris Life Sciences Inc$27.7M0.02%+135,567+9.6%
397IBPInstalled Building Products Inc$27.7M0.02%123−0.1%
398TXRHTexas Roadhouse Inc$27.2M0.02%1−0.0%
399MHKMohawk Industries Inc$26.8M0.02%+1,198+0.4%
400SSentinelOne Inc$26.7M0.02%505,491−19.6%
401NMIHNMI Holdings Inc$26.4M0.02%69,398−9.0%
402MSMorgan Stanley$25.7M0.02%113,771−42.2%
403ADIAnalog Devices Inc$25.2M0.02%38,746−32.8%
404MKCMcCormick & Co Inc/MD$25.2M0.02%1,946,526−79.6%
405AMGNAmgen Inc$24.7M0.02%370−0.5%
406SCIService Corp International/US$24.1M0.02%+317+0.1%
407EPAMEPAM Systems Inc$23.3M0.02%14,018−7.5%
408BGCBGC Group Inc$23.2M0.02%315−0.0%
409BEPBrookfield Renewable Partners LP$22.8M0.02%6,980−1.0%
410INTRInter & Co. Inc$22.8M0.02%133,890−4.5%
411WDSWoodside Energy Group Ltd$22.7M0.02%+951,220NEW
412LGNLegence Corp$22.7M0.02%33−0.0%
413UTIUniversal Technical Institute Inc$21.7M0.02%+46,771+8.4%
414CNSCohen & Steers Inc$21.3M0.02%88,654−20.7%
415VMIValmont Industries Inc$20.6M0.02%466−0.9%
416KSAiShares MSCI Saudi Arabia ETF$19.9M0.02%803,157−61.6%
417AWKAmerican Water Works Co Inc$19.9M0.02%1,417−1.0%
418DKLDelek Logistics Partners LP$19.4M0.02%+110,340+39.4%
419NTSKNetskope Inc$19.0M0.02%+1,504,940+203.9%
420FLEXFlex Ltd$18.9M0.02%+289,423NEW
421ULSUL Solutions Inc$18.9M0.02%1,848−0.8%
422INTAIntapp Inc$18.7M0.02%58,830−7.5%
423CASHPathward Financial Inc$18.7M0.02%+53,976+34.8%
424MPWRMonolithic Power Systems Inc$18.3M0.02%+7,506+81.5%
425IONQIonQ Inc$17.8M0.02%7,351−1.2%
426CVNACarvana Co$17.3M0.02%+40,958+289.6%
427GOGrocery Outlet Holding Corp$17.0M0.01%410,727−14.6%
428KKRKKR & Co Inc$16.9M0.01%276,267−60.2%
429GSGoldman Sachs Group Inc/The$16.9M0.01%13,056−39.6%
430EQPTEquipmentShare.com Inc$16.4M0.01%+807,190NEW
431SSDSimpson Manufacturing Co Inc$16.3M0.01%+1,157+1.2%
432KKR 6.25 03/01/28 DKKR & Co Inc$16.2M0.01%123,537−23.4%
433BIPBrookfield Infrastructure Partners LP$14.5M0.01%+100,237+33.2%
434VKTXViking Therapeutics Inc$14.5M0.01%59−0.0%
435WLKPWestlake Chemical Partners LP$14.0M0.01%HELD
436BSYBentley Systems Inc$13.5M0.01%+91,797+31.3%
437WFRDWeatherford International plc$13.1M0.01%499,077−78.2%
438INSWInternational Seaways Inc$13.1M0.01%41,512−18.7%
439QXO 5.5 05/15/28QXO Inc$13.1M0.01%347,672−59.4%
440FLSFlowserve Corp$13.0M0.01%112,465−39.0%
441MDGLMadrigal Pharmaceuticals Inc$12.8M0.01%+24,447NEW
442RGTIRigetti Computing Inc$12.8M0.01%7,671−0.8%
443ARWRArrowhead Pharmaceuticals Inc$12.7M0.01%5,715−2.7%
444WSFSWSFS Financial Corp$12.5M0.01%+43,928+29.7%
445MURMurphy Oil Corp$12.5M0.01%HELD
446LSTRLandstar System Inc$12.0M0.01%2,361−3.1%
447COLBColumbia Banking System Inc$11.9M0.01%+82,670+23.6%
448APO 6.75 07/31/26Apollo Global Management Inc$11.8M0.01%266,960−56.9%
449WTWWillis Towers Watson PLC$11.6M0.01%4,196−9.5%
450GATXGATX Corp$11.5M0.01%13,147−16.3%
451TRUPTrupanion Inc$11.3M0.01%6,382−1.4%
452NRGNRG Energy Inc$11.3M0.01%+77,290NEW
453NGGNational Grid PLC$11.1M0.01%3,965−2.9%
454OZKBank OZK$11.0M0.01%56,292−19.1%
455DRSLeonardo DRS Inc$10.9M0.01%+245,224NEW
456FWONALiberty Media Corp-Liberty Formula One$10.8M0.01%898−0.6%
457CNHCNH Industrial NV$10.8M0.01%+6,820+0.7%
458CHYMChime Financial Inc$10.8M0.01%+242,962+73.2%
459EEFTEuronet Worldwide Inc$10.7M0.01%6,198−3.7%
460BETABeta Technologies Inc$10.7M0.01%+72,538+11.1%
461CAPLCrossAmerica Partners LP$10.5M0.01%HELD
462CELCCelcuity Inc$10.5M0.01%15,168−14.2%
463TEXTerex Corp$10.4M0.01%5,169−2.9%
464LMBLimbach Holdings Inc$10.4M0.01%492−0.4%
465MMYTMakeMyTrip Ltd$10.3M0.01%15,989−5.5%
466RUSHARush Enterprises Inc$10.3M0.01%36,114−18.8%
467KRGKite Realty Group Trust$10.3M0.01%14,466−3.3%
468LYGLloyds Banking Group PLC$10.1M0.01%39,424−1.9%
469MTHMeritage Homes Corp$10.1M0.01%4,724−2.8%
470CRCCalifornia Resources Corp$10.1M0.01%+145,912NEW
471PRIMPrimoris Services Corp$10.0M0.01%2,265−3.1%
472AGOAssured Guaranty Ltd$10.0M0.01%3,591−2.8%
473CATCaterpillar Inc$9.7M0.01%168−1.2%
474CLBTCellebrite DI Ltd$9.7M0.01%11,362−1.6%
475TCBITexas Capital Bancshares Inc$9.7M0.01%22,393−18.0%
476TTTrane Technologies PLC$9.6M0.01%28,711−55.4%
477QXOQXO Inc$9.5M0.01%+12,302+2.6%
478WULFTerawulf Inc$9.4M0.01%189,857−22.6%
479COOCooper Cos Inc/The$9.2M0.01%64,046−33.1%
480CTOSCustom Truck One Source Inc$9.2M0.01%41,173−2.8%
481PBProsperity Bancshares Inc$9.2M0.01%+137,155NEW
482SKYWSkywest Inc$9.2M0.01%205−0.2%
483SPXCSPX Technologies Inc$9.0M0.01%+37+0.1%
484WMT2Wells Fargo & Co$8.8M0.01%1,293−1.2%
485ASOAcademy Sports & Outdoors Inc$8.7M0.01%+92+0.1%
486ECPGEncore Capital Group Inc$8.7M0.01%26,939−17.8%
487SLGNSilgan Holdings Inc$8.7M0.01%6,132−2.7%
488OGSONE Gas Inc$8.5M0.01%114−0.1%
489ESNTEssent Group Ltd$8.4M0.01%185−0.1%
490EXPEagle Materials Inc$8.4M0.01%127−0.3%
491HCCWarrior Met Coal Inc$8.2M0.01%11,733−11.8%
492RYNRayonier Inc$8.1M0.01%+392,632NEW
493HLMNHillman Solutions Corp$7.9M0.01%32,974−3.3%
494BAMBrookfield Asset Management Ltd$7.9M0.01%+81,270+85.2%
495EXTRExtreme Networks Inc$7.7M0.01%15,968−3.0%
496KFYKorn Ferry$7.7M0.01%3,793−3.0%
497FOXFFox Factory Holding Corp$7.7M0.01%5,829−1.2%
498GRDNGuardian Pharmacy Services Inc$7.6M0.01%6,468−3.1%
499AXSMAxsome Therapeutics Inc$7.6M0.01%1,306−2.8%
500PENGPenguin Solutions Inc$7.6M0.01%15,339−3.4%

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