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Institutional

FRED ALGER MANAGEMENT, LLC

CIK 0000003520
$22.77B
Reported AUM
444
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · FRED ALGER MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

Fred Alger Management, LLC significantly increased its stake in DNTH by 3,372.57%. The fund also established a new position in AstraZeneca PLC valued at $151.36M and grew its holding in WELL by 797.92%. Conversely, the manager reduced exposure to several holdings, most notably trimming its position in SPOT by 78.50% and TLN by 34.26%.

Portfolio · Q1 2026

NVDA$2.86BMSFT$1.85BAMZN$1.49BAAPL$1.18BGOOGMETANBISAVGOWDCTSLAAPPOther$9.07BFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA Corporation$205.10-6.20%44.92%955.49%$2.86B12.55%+1,081,244+7.1%
2MSFTMicrosoft Corporation$416.67-2.66%-10.71%52.39%$1.85B8.11%7,117−0.1%
3AMZNAmazon.com, Inc.$246.03-3.06%15.20%47.87%$1.49B6.54%+99,682+1.4%
4AAPLApple Inc.$307.34-1.25%51.31%116.17%$1.18B5.17%+87,611+1.9%
5GOOGAlphabet Inc. Class C$365.76-0.95%109.82%172.71%$1.10B4.82%+306,341+8.7%
6METAMeta Platforms Inc Class A$593.00-5.51%-14.74%67.74%$1.02B4.47%188,117−9.6%
7NBISNebius Group N.V. Class A$227.81-12.27%371.85%935.97%$996.0M4.37%+1,661,403+20.9%
8AVGOBroadcom Inc.$385.73-7.92%57.48%771.51%$912.9M4.01%+73,171+2.5%
9WDCWestern Digital Corporation$511.72-11.08%827.07%947.44%$719.5M3.16%24,506−0.9%
10TSLATesla, Inc.$391.00-6.56%32.48%70.69%$678.7M2.98%+172,589+10.4%
11APPAppLovin Corp. Class A$557.20-0.30%33.34%806.46%$466.9M2.05%499,354−29.9%
12QXOQXO, Inc.$15.76-2.90%-17.05%-71.03%$435.1M1.91%+6,480,775+40.7%
13TLNTalen Energy Corp$364.74-3.53%41.08%572.33%$378.6M1.66%618,141−34.3%
14NTRANatera, Inc.$215.31-3.06%31.48%88.01%$351.3M1.54%66,036−3.6%
15GEVGE Vernova Inc.$933.61-3.09%92.92%509.64%$297.6M1.31%89,119−20.7%
16ALABAstera Labs, Inc.$317.06-11.45%249.38%274.07%$282.0M1.24%+638,317+33.0%
17SESea Limited Sponsored ADR Class A$86.56-6.00%-47.73%-68.66%$279.1M1.23%+603,525+21.8%
18GFLGFL Environmental Inc$35.51-0.81%-28.49%2.52%$251.1M1.10%+994,511+19.8%
19ARWRArrowhead Pharmaceuticals, Inc.$73.09-2.75%334.80%5.48%$209.6M0.92%+1,509,496+82.4%
20HEI/AHEICO Corporation Class A$202.9M0.89%+68,600+7.7%
21NFLXNetflix, Inc.$82.180.76%-33.80%58.78%$195.5M0.86%719,070−26.1%
22ISRGIntuitive Surgical, Inc.$422.060.77%-24.24%27.71%$178.3M0.78%+35,767+10.2%
23MELIMercadoLibre, Inc.$1607.80-1.65%-35.23%2.49%$163.8M0.72%+8,084+9.3%
24AZNAstraZeneca PLC$185.952.28%29.80%80.46%$151.4M0.66%+768,754NEW
25ROKURoku, Inc. Class A$122.26-2.65%55.75%-71.46%$150.6M0.66%+169,683+11.9%
26RKTRocket Companies, Inc. Class A$12.65-4.38%-0.94%-16.53%$145.2M0.64%1,489−0.0%
27BIIBBiogen Inc.$195.34-0.57%46.73%-40.21%$134.4M0.59%65,580−8.2%
28FIGRFigure Technology Solutions, Inc. Class A$28.49-9.04%-12.34%-28.06%$130.3M0.57%+2,188,858+132.7%
29VRTVertiv Holdings Co. Class A$300.51-7.23%160.82%976.62%$118.5M0.52%105,792−18.3%
30NETCloudflare Inc Class A$250.11-6.90%39.21%110.83%$111.0M0.49%+99,537+22.7%
31CAHCardinal Health, Inc.$205.711.97%$110.4M0.48%+117,774+29.1%
32SHOPShopify, Inc. Class A$109.54-5.60%$110.4M0.48%+342,669+58.3%
33LLYEli Lilly and Company$1131.420.55%$109.2M0.48%+18,170+18.1%
34MDBMongoDB, Inc. Class A$350.74-7.74%$107.4M0.47%123,001−21.9%
35WELLWelltower Inc.$206.933.03%$105.5M0.46%+474,114+797.9%
36DNTHDianthus Therapeutics, Inc.$80.51-4.30%$97.5M0.43%+1,128,463+3372.6%
37RBCRBC Bearings Incorporated$590.090.06%$97.3M0.43%+5,281+3.0%
38PLTRPalantir Technologies Inc. Class A$135.53-4.35%$95.2M0.42%+577,876+788.8%
39DDDuPont de Nemours, Inc.$46.85-1.68%$92.7M0.41%365,185−15.3%
40BSXBoston Scientific Corporation$48.55-0.61%$91.3M0.40%+357,944+32.6%
41ANETArista Networks, Inc.$154.27-7.07%$83.8M0.37%+682,773NEW
42JNJJohnson & Johnson$232.772.02%$81.8M0.36%+269,777+416.2%
43HOODRobinhood Markets, Inc. Class A$82.47-6.63%$77.2M0.34%+167,934+17.7%
44NRGNRG Energy, Inc.$129.20-3.14%$72.6M0.32%+470,692+1783.5%
45ASNDUSDAscendis Pharma A/S Sponsored ADR$69.7M0.31%47,213−13.4%
46GOOGLAlphabet Inc. Class A$368.53-0.98%$66.6M0.29%11,596−4.8%
47TPCTutor Perini Corporation$70.53-2.56%$62.5M0.27%296,111−26.8%
48CEGConstellation Energy Corporation$254.83-3.69%$59.2M0.26%297,064−58.4%
49FTAIFTAI Aviation Ltd.$234.05-6.41%$58.8M0.26%136,760−36.3%
50GHGuardant Health, Inc.$125.61-5.60%$57.5M0.25%+32,603+5.5%
51HEIHEICO Corporation$331.43-0.46%$54.3M0.24%+3,017+1.5%
52SNSharkNinja, Inc.$119.82-2.96%$54.0M0.24%+472,223+1266.2%
53RGENRepligen Corporation$122.31-3.35%$51.2M0.23%476,753−52.3%
54FSVFirstService Corp$140.680.76%$50.9M0.22%78,192−17.6%
55EQPTEquipmentShare.com, Inc. Class A$19.55-4.35%$50.2M0.22%+2,466,238NEW
56CATCaterpillar Inc.$904.28-3.85%$49.6M0.22%10,942−13.5%
57VSECVSE Corporation$180.56-1.83%$48.7M0.21%104,059−28.3%
58SPOTSpotify Technology SA$496.950.68%$48.3M0.21%363,924−78.5%
59UNHUnitedHealth Group Incorporated$399.470.76%$48.1M0.21%+36,916+26.2%
60COGTCogent Biosciences, Inc.$31.02-5.40%$47.7M0.21%+137,519+12.5%
61KLACKLA Corporation$1929.20-9.47%$47.5M0.21%1,156−3.5%
62AORTArtivion, Inc.$20.12-3.45%$44.3M0.19%164,201−12.0%
63VVisa Inc. Class A$323.571.06%$42.4M0.19%114,374−44.9%
64CWSTCasella Waste Systems, Inc. Class A$85.902.69%$41.8M0.18%+78,244+17.4%
65VEEVVeeva Systems Inc Class A$172.61-3.35%$39.1M0.17%+222,421NEW
66MRKMerck & Co., Inc.$120.790.44%$38.7M0.17%+276,750+625.4%
67MGYMagnolia Oil & Gas Corp. Class A$27.51-2.45%$37.7M0.17%+1,023,154+594.1%
68STRLSterling Infrastructure, Inc.$882.43-11.20%$37.6M0.17%16,932−15.5%
69MUMicron Technology, Inc.$864.01-13.25%$37.5M0.16%+95,700+630.7%
70LGNLegence Corp. Class A$83.69-5.86%$37.3M0.16%+171,024+34.9%
71JPMJPMorgan Chase & Co.$312.370.48%$35.9M0.16%11,869−8.9%
72CVNACarvana Co. Class A$66.510.48%$35.7M0.16%56,000−33.0%
73AIRAAR CORP.$116.650.97%$35.4M0.16%286,280−47.0%
74WMTWalmart Inc.$118.880.97%$34.9M0.15%+82,332+41.5%
75KRMNKarman Holdings Inc.$49.44-9.10%$34.9M0.15%+282,470+183.7%
76LOARLoar Holdings Inc.$63.29-2.32%$33.3M0.15%47,132−7.5%
77IRTCiRhythm Holdings, Inc.$108.110.70%$33.1M0.15%30,542−9.8%
78FBRXForte Biosciences Inc.$16.52-1.02%$33.0M0.14%187,006−12.8%
79CDNSCadence Design Systems, Inc.$376.19-8.62%$31.3M0.14%+45,863+68.6%
80MLMMartin Marietta Materials, Inc.$575.83-0.87%$30.8M0.14%110,037−67.8%
81SPGIS&P Global, Inc.$424.441.03%$30.8M0.14%182,562−71.6%
82TKOTKO Group Holdings, Inc. Class A$203.490.49%$29.9M0.13%13,247−8.2%
83DOCNDigitalOcean Holdings, Inc.$169.87-5.89%$29.6M0.13%+344,756NEW
84LRNStride, Inc.$100.01-1.94%$28.7M0.13%+325,825NEW
85ADPTAdaptive Biotechnologies Corp.$16.90-6.53%$28.6M0.13%182,272−8.1%
86ACADACADIA Pharmaceuticals Inc.$21.56-0.74%$28.4M0.12%282,811−18.1%
87FIXComfort Systems USA, Inc.$1843.94-3.69%$28.4M0.12%6,664−24.5%
88CDNLCardinal Infrastructure Group, Inc.$60.46-4.37%$27.2M0.12%+441,754+180.4%
89HWMHowmet Aerospace Inc.$251.901.03%$26.7M0.12%+11,077+10.6%
90SMTCSemtech Corporation$151.02-10.82%$25.8M0.11%524,247−61.0%
91MODModine Manufacturing Company$276.51-8.20%$25.8M0.11%39,440−24.9%
92ROIVRoivant Sciences Ltd.$28.58-3.22%$25.6M0.11%+813,314+727.0%
93SPXCSPX Technologies, Inc.$227.80-3.53%$25.3M0.11%9,565−7.0%
94XMTRXometry, Inc. Class A$80.66-2.47%$24.6M0.11%+22,546+3.9%
95STXSeagate Technology Holdings PLC$847.47-8.48%$24.5M0.11%+10,209+19.5%
96PLNTPlanet Fitness, Inc. Class A$50.68-1.27%$24.5M0.11%147,523−31.0%
97MSMorgan Stanley$211.93-2.90%$24.5M0.11%29,899−16.7%
98STEPStepStone Group, Inc. Class A$44.91-3.17%$24.4M0.11%393,830−43.5%
99MPMP Materials Corp Class A$59.18-9.59%$24.0M0.11%+210,937+73.5%
100TWLOTwilio, Inc. Class A$225.99-4.50%$24.0M0.11%181,740−48.8%
101ABBVAbbVie, Inc.$23.7M0.10%5,008−4.4%
102SITESiteOne Landscape Supply, Inc.$23.5M0.10%75,413−29.9%
103OLLIOllie's Bargain Outlet Holdings Inc$22.5M0.10%29,449−10.7%
104ETNEaton Corp. Plc$22.1M0.10%12,386−16.7%
105PIImpinj, Inc.$22.1M0.10%+164,420+325.0%
106VSTVistra Corp.$22.0M0.10%803,717−84.6%
107ATROAstronics Corporation$21.7M0.10%+177,810+120.8%
108SAIASaia, Inc.$21.5M0.09%+49,006+398.4%
109THCTenet Healthcare Corporation$20.9M0.09%37,457−25.3%
110BLFSBioLife Solutions, Inc.$20.6M0.09%3,903−0.4%
111INSMInsmed Incorporated$20.6M0.09%+44,455+54.7%
112APHAmphenol Corporation Class A$20.5M0.09%4,681−2.8%
113NOVTNovanta Inc$20.2M0.09%23,509−12.1%
114SGISomnigroup International Inc.$19.9M0.09%394,681−59.5%
115XOMExxon Mobil Corporation$19.3M0.08%2,584−2.2%
116RDNTRadNet, Inc.$19.1M0.08%205,912−37.6%
117HLNEHamilton Lane Incorporated Class A$18.7M0.08%74,471−28.5%
118VCYTVeracyte, Inc.$18.7M0.08%54,434−8.6%
119CCJCameco Corporation$18.3M0.08%+2,899+1.7%
120SIMOSilicon Motion Technology Corporation Sponsored ADR$18.1M0.08%+160,891NEW
121MPWRMonolithic Power Systems, Inc.$18.0M0.08%1,185−6.7%
122FNFabrinet$17.8M0.08%8,358−19.7%
123MIRMirion Technologies, Inc. Class A$16.9M0.07%+909,606NEW
124FWONKLiberty Media Corporation Series C Liberty Formula One$16.5M0.07%1,074,927−84.7%
125CELHCelsius Holdings, Inc.$16.0M0.07%17,144−3.7%
126AXONAxon Enterprise Inc$15.9M0.07%+8,944+31.5%
127PCVXVaxcyte, Inc.$15.7M0.07%+212,307+367.3%
128BEBloom Energy Corporation Class A$15.7M0.07%+17,891+18.3%
129HTFLHeartFlow, Inc.$15.5M0.07%+197,798+44.9%
130ROADConstruction Partners, Inc. Class A$15.5M0.07%58,465−29.5%
131COHRCoherent Corp.$15.4M0.07%17,731−21.6%
132BXBlackstone Inc.$15.0M0.07%+59,520+84.1%
133NCNOnCino Inc$14.7M0.06%504,965−34.0%
134CVXChevron Corporation$14.7M0.06%+4,189+6.3%
135AGYSAgilysys, Inc.$14.4M0.06%92,506−31.4%
136LNGCheniere Energy, Inc.$14.4M0.06%+50,740NEW
137UPSTUpstart Holdings, Inc.$14.4M0.06%446,605−44.4%
138FSSFederal Signal Corporation$14.2M0.06%629−0.5%
139CYRXCryoPort, Inc.$14.1M0.06%55,181−3.1%
140CRDOCredo Technology Group Holding Ltd.$14.0M0.06%1,125−0.7%
141IDXXIDEXX Laboratories, Inc.$13.6M0.06%684−2.7%
142HDHome Depot, Inc.$13.5M0.06%269−0.7%
143WINGWingstop, Inc.$13.3M0.06%159,791−65.1%
144WGSGeneDx Holdings Corp. Class A$13.0M0.06%63,865−24.0%
145GDSGDS Holdings Ltd. Sponsored ADR Class A$12.9M0.06%1,274−0.4%
146SPHRSphere Entertainment Co. Class A$12.7M0.06%242,553−69.1%
147TDGTransDigm Group Incorporated$12.6M0.06%1,827−14.4%
148ATFVAlger 35 ETF$12.4M0.05%HELD
149GKOSGlaukos Corp$12.3M0.05%211,597−65.0%
150VNOMViper Energy, Inc.$11.9M0.05%+253,213NEW
151ITGRInteger Holdings Corporation$11.8M0.05%+32,124+31.6%
152CDRECadre Holdings, Inc.$11.7M0.05%240,777−38.6%
153FAFirst Advantage Corp.$11.7M0.05%554,972−35.9%
154ORLYO'Reilly Automotive, Inc.$11.5M0.05%20,316−14.0%
155NUNu Holdings Ltd. Class A$11.4M0.05%9,916−1.2%
156IRENIREN Limited$11.1M0.05%+312,153+2412.9%
157HLTHilton Worldwide Holdings Inc.$10.7M0.05%4,212−10.7%
158ELFe.l.f. Beauty, Inc.$10.6M0.05%+11,011+6.7%
159BLKBlackRock, Inc.$10.5M0.05%411−3.6%
160LNTHLantheus Holdings Inc$10.3M0.05%+136,254NEW
161HONHoneywell International Inc.$10.3M0.05%101−0.2%
162ENVXEnovix Corporation$10.2M0.04%319,720−13.9%
163TTWOTake-Two Interactive Software, Inc.$10.2M0.04%24,967−32.6%
164PGNYProgyny, Inc.$10.1M0.04%819,997−57.9%
165PLMRPalomar Holdings, Inc.$10.1M0.04%92,109−52.2%
166KRUSKura Sushi USA, Inc. Class A$10.1M0.04%1,298−0.9%
167FWRGFirst Watch Restaurant Group, Inc.$10.0M0.04%79,600−7.7%
168BLTEBelite Bio, Inc. ADR$10.0M0.04%16,820−21.2%
169BAPCredicorp Ltd.$9.7M0.04%+26,576+1249.5%
170BURLBurlington Stores, Inc.$9.7M0.04%+7,701+34.8%
171BBIOBridgeBio Pharma, Inc.$9.4M0.04%76,877−37.7%
172BACBank of America Corp$9.3M0.04%43,289−18.5%
173PGProcter & Gamble Company$9.2M0.04%+41,960+191.1%
174GLWCorning Inc$9.2M0.04%10,038−12.9%
175NEOGNeogen Corp$9.0M0.04%+134,247+16.0%
176WSTWest Pharmaceutical Services, Inc.$9.0M0.04%12,182−25.3%
177AVAVAeroVironment, Inc.$8.7M0.04%20,922−30.6%
178GWREGuidewire Software, Inc.$8.5M0.04%116,194−67.1%
179ONTMontrose Environmental Group Inc$8.5M0.04%680,561−63.7%
180NUVLNuvalent, Inc. Class A$8.4M0.04%10,154−11.0%
181CMECME Group Inc. Class A$8.3M0.04%19−0.1%
182KTOSKratos Defense & Security Solutions, Inc.$8.2M0.04%118,492−50.4%
183DELLDell Technologies, Inc. Class C$8.2M0.04%6,803−12.0%
184VIKViking Holdings Ltd$8.2M0.04%+9,293+9.1%
185VRSKVerisk Analytics, Inc.$8.2M0.04%+7,398+20.7%
186KOCoca-Cola Company$7.9M0.03%69−0.1%
187LRCXLam Research Corporation$7.8M0.03%2,842−7.2%
188GTESGates Industrial Corporation plc$7.8M0.03%4,385−1.3%
189MCKMcKesson Corporation$7.8M0.03%+1,589+21.5%
190CSCOCisco Systems, Inc.$7.7M0.03%10,919−9.9%
191SNPSSynopsys, Inc.$7.7M0.03%+11,837+156.7%
192MCDMcDonald's Corporation$7.6M0.03%+5,769+30.7%
193ITRIItron, Inc.$7.6M0.03%26,780−24.0%
194ECGEverus Construction Group, Inc.$7.5M0.03%65,482−50.6%
195RXORXO, Inc.$7.4M0.03%352,134−40.9%
196PEPPepsiCo, Inc.$7.3M0.03%31−0.1%
197CRGYCrescent Energy Company Class A$7.3M0.03%+541,334NEW
198TTETotalEnergies SE$7.3M0.03%212−0.3%
199CSWCSW Industrials, Inc.$7.1M0.03%234−0.8%
200UNPUnion Pacific Corporation$7.1M0.03%+878+3.1%
201SCCOSouthern Copper Corporation$7.1M0.03%4,541−10.0%
202VZVerizon Communications Inc.$6.8M0.03%94−0.1%
203CNTACentessa Pharmaceuticals PLC ADR$6.7M0.03%+6,023+3.7%
204PIPRPiper Sandler Companies$6.6M0.03%+86,856NEW
205IDCCInterDigital, Inc.$6.5M0.03%230−1.1%
206SPGSimon Property Group, Inc.$6.4M0.03%23−0.1%
207OKTAOkta, Inc. Class A$6.4M0.03%+64,928+407.1%
208VSCOVictoria's Secret & Company$6.2M0.03%23,676−14.9%
209RAREUltragenyx Pharmaceutical, Inc.$6.2M0.03%113,831−27.6%
210AHRAmerican Healthcare REIT, Inc.$6.2M0.03%+110,838+579.6%
211PMPhilip Morris International Inc.$6.1M0.03%24−0.1%
212JCIJohnson Controls International plc$6.1M0.03%3,477−6.9%
213CBRECBRE Group, Inc. Class A$6.0M0.03%46,634−51.3%
214BWXTBWX Technologies, Inc.$5.9M0.03%+5,155+21.7%
215APDAir Products and Chemicals, Inc.$5.9M0.03%14−0.1%
216MOAltria Group, Inc.$5.8M0.03%58−0.1%
217RMBSRambus Inc.$5.8M0.03%341−0.5%
218GILDGilead Sciences, Inc.$5.7M0.02%+16,881+70.7%
219HIGHartford Insurance Group, Inc.$5.5M0.02%+2,396+6.3%
220CMGChipotle Mexican Grill, Inc.$5.5M0.02%+57,770+51.0%
221SHAKShake Shack, Inc. Class A$5.4M0.02%16,242−21.0%
222FERGFerguson Enterprises Inc.$5.4M0.02%15−0.1%
223TECHBio-Techne Corporation$5.3M0.02%12,800−11.2%
224JOBYJoby Aviation, Inc.$5.3M0.02%+5,626+0.9%
225BJBJ's Wholesale Club Holdings, Inc.$5.1M0.02%889−1.7%
226NEENextEra Energy, Inc.$5.1M0.02%38−0.1%
227SRESempra$5.0M0.02%34−0.1%
228GRMNGarmin Ltd.$4.9M0.02%1,775−7.7%
229PLPlanet Labs PBC Class A$4.9M0.02%+175,784NEW
230URIUnited Rentals, Inc.$4.9M0.02%6,903−50.7%
231NEONeoGenomics, Inc.$4.8M0.02%+651,649NEW
232EQIXEquinix, Inc.$4.8M0.02%+2,374+109.9%
233NVRNVR, Inc.$4.8M0.02%10−1.4%
234AMGNAmgen Inc.$4.7M0.02%9−0.1%
235NVSNovartis AG Sponsored ADR$4.6M0.02%22−0.1%
236CHYMChime Financial, Inc. Class A$4.6M0.02%53,545−18.0%
237TWSTTwist Bioscience Corp.$4.6M0.02%+1,672+1.8%
238LAMRLamar Advertising Company Class A$4.5M0.02%24−0.1%
239BMYBristol-Myers Squibb Company$4.5M0.02%2,388−3.1%
240FITBFifth Third Bancorp$4.5M0.02%62−0.1%
241FANGDiamondback Energy, Inc.$4.4M0.02%+22,105NEW
242FLEXFlex Ltd$4.4M0.02%+35,749+115.8%
243VRRMVerra Mobility Corp. Class A$4.3M0.02%113,583−27.3%
244RYANRyan Specialty Holdings, Inc. Class A$4.2M0.02%68,852−35.4%
245OKEONEOK, Inc.$4.2M0.02%31−0.1%
246ALNYAlnylam Pharmaceuticals, Inc$4.2M0.02%+12,597NEW
247ODFLOld Dominion Freight Line, Inc.$4.1M0.02%+20,982NEW
248EDConsolidated Edison, Inc.$4.1M0.02%24−0.1%
249RTXRTX Corporation$4.1M0.02%+12,305+141.0%
250CMCSAComcast Corporation Class A$3.9M0.02%93−0.1%
251SITMSiTime Corporation$3.9M0.02%4,673−29.2%
252ERASErasca, Inc.$3.8M0.02%+236,824NEW
253NKTRNektar Therapeutics$3.8M0.02%848−1.6%
254SYKStryker Corporation$3.8M0.02%1,063−8.5%
255ADBEAdobe Inc.$3.8M0.02%+13,959+869.7%
256COSTCostco Wholesale Corporation$3.8M0.02%+2,321+158.4%
257UTIUniversal Technical Institute, Inc.$3.7M0.02%580−0.6%
258GAPGap, Inc.$3.7M0.02%158,430−51.0%
259PFEPfizer Inc.$3.6M0.02%3,499−2.6%
260OLEDUniversal Display Corporation$3.6M0.02%293−0.7%
261ENSGEnsign Group, Inc.$3.6M0.02%2,492−12.2%
262CCICrown Castle Inc.$3.6M0.02%27−0.1%
263MDTMedtronic Plc$3.5M0.02%29−0.1%
264ABSIAbsci Corporation$3.5M0.02%41,656−3.5%
265GSGoldman Sachs Group, Inc.$3.5M0.02%2,470−37.4%
266ORCLOracle Corporation$3.5M0.02%307−1.3%
267QTWOQ2 Holdings, Inc.$3.5M0.02%16,734−18.5%
268ABTAbbott Laboratories$3.4M0.02%18,031−34.9%
269QCOMQUALCOMM Incorporated$3.4M0.02%5,359−16.7%
270CQPCheniere Energy Partners, L.P.$3.4M0.02%36−0.1%
271EWEdwards Lifesciences Corporation$3.4M0.01%+42,441NEW
272PLDPrologis, Inc.$3.4M0.01%15−0.1%
273OSCROscar Health, Inc. Class A$3.4M0.01%+48,020+19.5%
274WULFTeraWulf Inc.$3.3M0.01%2,162−0.9%
275RDDTReddit, Inc. Class A$3.2M0.01%6,402−21.0%
276TNGXTango Therapeutics, Inc.$3.1M0.01%+150,070NEW
277SPSCSPS Commerce, Inc.$3.1M0.01%44,203−44.2%
278AXAxos Financial, Inc.$3.1M0.01%18,753−34.3%
279CDNACareDx, Inc.$3.0M0.01%1,735−1.0%
280SYRESpyre Therapeutics, Inc$3.0M0.01%+59,453NEW
281PENPenumbra, Inc.$3.0M0.01%1,887−17.2%
282TMDXTransMedics Group, Inc.$3.0M0.01%264−0.9%
283RBLXRoblox Corp. Class A$3.0M0.01%246,689−82.5%
284CRWDCrowdStrike Holdings, Inc. Class A$2.9M0.01%2,937−28.3%
285INMDInMode Ltd.$2.9M0.01%158,781−42.9%
286SYYSysco Corporation$2.9M0.01%27−0.1%
287ADIAnalog Devices, Inc.$2.8M0.01%+8,803NEW
288LULUlululemon athletica inc.$2.8M0.01%99,788−84.7%
289UTHRUnited Therapeutics Corporation$2.7M0.01%+2,431+116.3%
290PVLAPalvella Therapeutics, Inc.$2.6M0.01%128,790−85.8%
291LITELumentum Holdings, Inc.$2.6M0.01%+3,674NEW
292TVTXTravere Therapeutics, Inc.$2.6M0.01%8,596−9.1%
293CRHCRH public limited company$2.6M0.01%33,707−58.0%
294430Terns Pharmaceuticals, Inc.$2.5M0.01%42,721−47.5%
295TEVATeva Pharmaceutical Industries Limited Sponsored ADR$2.5M0.01%7,690−8.6%
296DSGXDescartes Systems Group Inc.$2.5M0.01%+15,132+79.0%
297MSGSMadison Square Garden Sports Corp. Class A$2.4M0.01%+7,601NEW
298WATWaters Corporation$2.4M0.01%5,456−40.0%
299LHXL3Harris Technologies Inc$2.4M0.01%+6,986NEW
300CTVACorteva Inc$2.4M0.01%+28,506NEW
301TXG10x Genomics Inc Class A$2.4M0.01%+10,196+10.0%
302BLBlackLine, Inc.$2.3M0.01%584−0.9%
303WIXWix.com Ltd.$2.3M0.01%177−0.7%
304MANHManhattan Associates, Inc.$2.3M0.01%175−1.0%
305BKRBaker Hughes Company Class A$2.3M0.01%+37,073NEW
306BBYBest Buy Co., Inc.$2.2M0.01%23−0.1%
307PANWPalo Alto Networks, Inc.$2.2M0.01%+12,154+774.6%
308SNDKSandisk Corporation$2.2M0.01%+3,435NEW
309IDAIDACORP, Inc.$2.2M0.01%140−0.9%
310ORKAOruka Therapeutics, Inc.$2.2M0.01%+43,841NEW
311IONSIonis Pharmaceuticals, Inc.$2.1M0.01%9,971−26.0%
312FPSForgent Power Solutions, Inc. Class A$2.1M0.01%+72,237NEW
313LTHLife Time Group Holdings, Inc.$2.1M0.01%1,193−1.5%
314SRZNSurrozen Inc$2.1M0.01%27,863−28.0%
315RVMDRevolution Medicines, Inc.$2.1M0.01%+5,124+31.5%
316SBUXStarbucks Corporation$2.0M0.01%+22,636NEW
317KKRKKR & Co Inc$2.0M0.01%+11,785+117.7%
318DKSDick's Sporting Goods, Inc.$2.0M0.01%6−0.1%
319CELCCelcuity Inc.$2.0M0.01%1,757−9.1%
320TJXTJX Companies Inc$1.9M0.01%690−5.4%
321MKTXMarketAxess Holdings Inc.$1.9M0.01%55−0.5%
322MCMoelis & Co. Class A$1.9M0.01%315−1.0%
323ARESAres Management Corporation$1.9M0.01%51,067−75.0%
324KODKodiak Sciences, Inc.$1.8M0.01%+48,379NEW
325FFIVF5, Inc.$1.8M0.01%+5,071+404.4%
326HCAHCA Healthcare Inc$1.8M0.01%+347+10.0%
327CTASCintas Corporation$1.8M0.01%740−6.7%
328DFTXDefinium Therapeutics, Inc.$1.7M0.01%+92,165NEW
329NAMSNewAmsterdam Pharma Company N.V.$1.7M0.01%+6,660+14.0%
330IONQIonQ, Inc.$1.7M0.01%256,698−81.2%
331GLXYGalaxy Digital Inc. Class A$1.7M0.01%1,073,668−92.1%
332RKLBRocket Lab Corporation$1.6M0.01%16,595−39.4%
333RPRXRoyalty Pharma Plc Class A$1.6M0.01%1,846−5.2%
334CHRWC.H. Robinson Worldwide, Inc.$1.6M0.01%+9,668NEW
335ANFAbercrombie & Fitch Co. Class A$1.6M0.01%102−0.6%
336BCPCBalchem Corp$1.6M0.01%27−0.3%
337INTUIntuit Inc.$1.5M0.01%+3,530NEW
338YSSYork Space Systems, Inc.$1.5M0.01%+68,781NEW
339SEISolaris Energy Infrastructure, Inc. Class A$1.5M0.01%+26,683NEW
340TEMTempus AI, Inc. Class A$1.4M0.01%7,149−18.3%
341SPX APR 2026 6750 PUT$1.4M0.01%+44,800NEW
342RACEFerrari NV$1.2M0.01%HELD
343XYZBlock, Inc. Class A$1.2M0.01%+20,328NEW
344GSKGSK plc Sponsored ADR$1.2M0.01%+21,626NEW
345BCRXBioCryst Pharmaceuticals, Inc.$1.2M0.01%+123,961NEW
346VERXVertex, Inc. Class A$1.2M0.01%340,318−77.4%
347MIAXMiami International Holdings, Inc.$1.2M0.01%+14,521+96.3%
348DDOGDatadog, Inc. Class A$1.1M0.01%+9,682NEW
349LGNDLigand Pharmaceuticals Incorporated$1.1M0.00%+1,927+51.2%
350SDGRSchrodinger, Inc.$1.1M0.00%173,546−64.3%
351VRTXVertex Pharmaceuticals Incorporated$1.1M0.00%HELD
352DXCMDexCom, Inc.$1.1M0.00%+16,752NEW
353ABNBAirbnb, Inc. Class A$1.0M0.00%+8,274NEW
354NOWServiceNow, Inc.$1.0M0.00%608−5.9%
355WVEWave Life Sciences Ltd.$1.0M0.00%+139,218NEW
356PSMTPriceSmart, Inc.$1.0M0.00%1,826−21.4%
357LAURLaureate Education, Inc.$1.0M0.00%1,435−4.7%
358LYVLive Nation Entertainment, Inc.$975K0.00%428−6.3%
359ACHRArcher Aviation Inc Class A$970K0.00%1,783−0.9%
360SLNOSoleno Therapeutics Inc$945K0.00%264−0.9%
361EMBJEmbraer S.A. Sponsored ADR$937K0.00%1,070−6.3%
362IPGPIPG Photonics Corporation$934K0.00%+8,147NEW
363ALAIAlger AI Enablers & Adopters ETF$929K0.00%+2,859+11.3%
364MAMastercard Incorporated Class A$896K0.00%137−7.1%
365WYFIWhiteFiber, Inc.$882K0.00%700−0.9%
366RIOTRiot Platforms, Inc.$879K0.00%677−0.9%
367ZTSZoetis, Inc. Class A$864K0.00%273−3.6%
368CORZCore Scientific Inc$850K0.00%534−0.9%
369RBRKRubrik, Inc. Class A$831K0.00%274,535−94.2%
370NXTNextpower Inc. Class A$725K0.00%HELD
371UBSUBS Group AG$707K0.00%1,448−7.4%
372TGTXTG Therapeutics, Inc.$617K0.00%+18,588NEW
373ACHCAcadia Healthcare Company, Inc.$599K0.00%+25,630NEW
374EOGEOG Resources, Inc.$592K0.00%307−7.0%
375CRMSalesforce, Inc.$588K0.00%HELD
376CLDXCelldex Therapeutics, Inc.$585K0.00%+18,454NEW
377SNSESensei Biotherapeutics, Inc.$578K0.00%+18,337NEW
378HSBCHSBC Holdings PLC Sponsored ADR$564K0.00%+2,396+56.3%
379MRXMarex Group plc$561K0.00%176−1.4%
380MDGLMadrigal Pharmaceuticals, Inc.$544K0.00%+1,039NEW
381XPOXPO, Inc.$536K0.00%1,239−31.0%
382ECLEcolab Inc.$527K0.00%HELD
383NPNeptune Insurance Holdings, Inc. Class A$521K0.00%HELD
384IBNICICI Bank Limited Sponsored ADR$520K0.00%537−2.6%
385ASAmer Sports, Inc.$515K0.00%+15,658NEW
386FSLRFirst Solar, Inc.$515K0.00%HELD
387ADSKAutodesk, Inc.$506K0.00%HELD
388TATTTAT Technologies Ltd.$498K0.00%+609+5.2%
389CAAPCorporacion America Airports S.A.$475K0.00%501−2.6%
390VLTOVeralto Corporation$461K0.00%HELD
391AAgilent Technologies, Inc.$438K0.00%HELD
392JANJanus Living, Inc. Class A$421K0.00%+17,876NEW
393CRSCarpenter Technology Corporation$421K0.00%120−10.1%
394OWLBlue Owl Capital, Inc. Class A$419K0.00%681,550−93.7%
395XYLXylem Inc.$411K0.00%HELD
396HALOHalozyme Therapeutics, Inc.$399K0.00%804−11.5%
397WRBYWarby Parker, Inc. Class A$375K0.00%514,425−96.7%
398INGING Groep N.V. Sponsored ADR$371K0.00%+14,247NEW
399TTEKTetra Tech, Inc.$369K0.00%HELD
400QUREuniQure N.V.$354K0.00%323,223−93.7%
401TRMBTrimble Inc.$327K0.00%HELD
402LASRnLIGHT, Inc.$321K0.00%903−13.8%
403AITApplied Industrial Technologies, Inc.$318K0.00%102−7.8%
404ICUIICU Medical, Inc.$317K0.00%6,703−73.2%
405CECOCECO Environmental Corp.$312K0.00%3,625−40.9%
406BKDBrookdale Senior Living Inc.$291K0.00%+21,240NEW
407MXCTMaxCyte, Inc.$272K0.00%3,256−0.8%
408CORTCorcept Therapeutics Incorporated.$252K0.00%+6,248NEW
409UUnity Software, Inc.$243K0.00%1,319,913−99.2%
410CRUSCirrus Logic, Inc.$234K0.00%852−34.5%
411ZNGAZoom Communications, Inc. Class A$230K0.00%663−18.8%
412EXELExelixis, Inc.$229K0.00%1,507−22.0%
413DOCUDocuSign, Inc.$229K0.00%+553+12.9%
414CVSACovista Inc.$227K0.00%194−9.0%
415CCCCCC Intelligent Solutions Holdings Inc$224K0.00%2,558−6.4%
416PATHUiPath, Inc. Class A$224K0.00%154−0.8%
417JAZZJazz Pharmaceuticals Public Limited Company$223K0.00%624−34.6%
418FRPTFreshpet Inc$222K0.00%+3,757NEW
419DTDynatrace, Inc.$221K0.00%+5,984NEW
420NBIXNeurocrine Biosciences, Inc.$220K0.00%314−15.8%
421REGNRegeneron Pharmaceuticals, Inc.$219K0.00%135−32.3%
422PYPLPayPal Holdings, Inc.$216K0.00%156−3.2%
423ESTCElastic NV$215K0.00%+279+6.9%
424HUBSHubSpot, Inc.$215K0.00%1,994−69.4%
425PEverpure, Inc. Class A$215K0.00%+3,634NEW
426GTMZoomInfo Technologies Inc$214K0.00%+5,788+19.3%
427ILMNIllumina, Inc.$213K0.00%630−26.7%
428INCYIncyte Corporation$212K0.00%716−24.1%
429RNGRingCentral, Inc. Class A$212K0.00%+5,694NEW
430PARPAR Technology Corporation$211K0.00%147−0.9%
431PINSPinterest, Inc. Class A$211K0.00%26,690−69.9%
432CALXCalix, Inc.$209K0.00%+4,275NEW
433BMRNBioMarin Pharmaceutical Inc.$208K0.00%1,865−33.6%
434GDDYGoDaddy, Inc. Class A$208K0.00%+196+8.5%
435DLBDolby Laboratories, Inc. Class A$207K0.00%1,109−24.4%
436DVDoubleVerify Holdings, Inc.$205K0.00%6,320−22.7%
437PJTPJT Partners, Inc. Class A$205K0.00%144−8.9%
438OSISOSI Systems, Inc.$204K0.00%113−12.8%
439WDAYWorkday, Inc. Class A$203K0.00%+154+11.0%
440PAYCPaycom Software, Inc.$202K0.00%+1,663NEW
441PEGAPegasystems Inc.$202K0.00%+4,740NEW
442ETSYEtsy, Inc.$200K0.00%1,597−28.5%
443LRMRLarimar Therapeutics, Inc.$96K0.00%+21,267NEW
444CABACabaletta Bio, Inc.$62K0.00%4,864−17.4%
445AZNNAstraZeneca PLC Sponsored ADR1,318,719EXITED
446BLDRBuilders FirstSource, Inc.375,723EXITED
447CDTXCidara Therapeutics, Inc.164,575EXITED
448SNOWSnowflake, Inc.105,532EXITED
449BABAAlibaba Group Holding Limited Sponsored ADR134,569EXITED
450STVNStevanato Group SpA834,043EXITED
45162CPiper Sandler Companies48,672EXITED
452GLBEGlobal-e Online Ltd.381,119EXITED
453COMPCompass Inc Class A1,270,563EXITED
454UALUnited Airlines Holdings, Inc.98,634EXITED
455KEYSKeysight Technologies Inc43,319EXITED
456FICOFair Isaac Corporation4,793EXITED
457CSGPCoStar Group, Inc.112,357EXITED
458ARXAccelerant Holdings Class A439,698EXITED
459CWANClearwater Analytics Holdings, Inc. Class A260,908EXITED
460PCTYPaylocity Holding Corp.33,714EXITED
461PCORProcore Technologies Inc64,445EXITED
462WWayfair, Inc. Class A45,619EXITED
463ELEstee Lauder Companies Inc. Class A38,681EXITED
464GMABGenmab A/S Sponsored ADR130,470EXITED
465DASHDoorDash, Inc. Class A17,510EXITED
466PODDInsulet Corporation11,077EXITED
467EXEExpand Energy Corporation26,538EXITED
468CVSCVS Health Corporation35,203EXITED
469BLKBBlackbaud, Inc.37,053EXITED
470CAPRCapricor Therapeutics, Inc.80,793EXITED
471EHCEncompass Health Corporation20,596EXITED
472ODDODDITY Tech Ltd. Class A53,477EXITED
473ROPRoper Technologies, Inc.4,523EXITED
474TRVITrevi Therapeutics, Inc.157,980EXITED
4758QRConfluent, Inc. Class A65,091EXITED
476VRNSVaronis Systems, Inc.58,656EXITED
477EYENational Vision Holdings, Inc.72,336EXITED
478OLMAOlema Pharmaceuticals, Inc.64,484EXITED
479AVTXAvalo Therapeutics Inc80,092EXITED
480KYMRKymera Therapeutics, Inc.18,639EXITED
481CNCCentene Corporation34,906EXITED
482CPRICapri Holdings Limited54,017EXITED
483ATECAlphatec Holdings, Inc.58,817EXITED
484CRVSCorvus Pharmaceuticals, Inc.144,381EXITED
485FLUTFlutter Entertainment Plc5,078EXITED
486TROWT. Rowe Price Group, Inc.10,497EXITED
487VRDNViridian Therapeutics, Inc.34,406EXITED
488RCUSArcus Biosciences, Inc.44,758EXITED
489LQDALiquidia Corporation30,092EXITED
490RYTMRhythm Pharmaceuticals, Inc.9,301EXITED
491IRONDisc Medicine, Inc.12,267EXITED
492MSCIMSCI Inc. Class A1,392EXITED
493CERTCertara, Inc.83,552EXITED
494CRCLCircle Internet Group, Inc. Class A8,955EXITED
495TCOMTrip.com Group Ltd. Sponsored ADR9,492EXITED
496CBChubb Limited2,163EXITED
497CYTKCytokinetics, Incorporated10,563EXITED
498DMACDiaMedica Therapeutics Inc.83,137EXITED
499MTBM&T Bank Corporation3,266EXITED
500SOLSSolstice Advanced Materials, Inc.11,419EXITED

Source: SEC EDGAR · accession 0001193125-26-226659. 13F discloses long positions only — shorts, foreign equities, and options are excluded.