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GROUPAMA ASSET MANAGMENT

CIK 0001055969
$6.85B
Reported AUM
392
Positions
Q1 2026
Period
2026-05-22
Filed

The Brief · GROUPAMA ASSET MANAGMENT · Q1 2026

AI · grounded in 13F

GROUPAMA ASSET MANAGMENT established a new position in RTX worth $161.9M, its largest purchase of the period. The fund also opened a new stake in AZN valued at $126.9M and increased its holdings in T by 411.6%. On the sell side, the fund closed its entire position in CYBR, reducing its exposure by $58.3M.

Portfolio · Q1 2026

NVDA$408.3MMSFT$386.8MAAPLGOOGLAVGOMUJPMAMZNMSIAEMRTXPHOther$3.85BGM

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%$408.3M5.96%43,209−1.8%
2MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$386.8M5.65%12,357−1.2%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$311.5M4.55%34,313−2.7%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$287.4M4.20%+30,417+3.1%
5AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$264.5M3.86%12,199−1.4%
6MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$226.2M3.30%103,676−13.4%
7JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$215.6M3.15%27,014−3.6%
8AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$202.5M2.96%+31,043+3.3%
9MSIMOTOROLA SOLUTIONS INC$410.34-0.09%-0.74%93.83%$189.5M2.77%+2,819+0.6%
10AEMAGNICO EAGLE MINES LTD$163.66-7.41%40.03%184.98%$186.0M2.72%225,489−19.7%
11RTXRTX CORPORATION$180.990.88%32.19%132.37%$161.9M2.36%+839,280NEW
12PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$156.7M2.29%+8,773+5.3%
13WMTWALMART INC$118.880.97%22.99%166.67%$148.1M2.16%8,388−0.7%
14TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$132.0M1.93%7,028−2.6%
15XPOXPO INC$218.94-0.15%84.81%356.44%$127.1M1.86%+4,607+0.7%
16AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$126.9M1.85%+863,629NEW
17BKRBAKER HUGHES COMPANY$62.59-5.32%68.00%232.13%$118.0M1.72%+11,297+0.6%
18METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$111.1M1.62%7,039−3.5%
19TECKTECK RESOURCES LTD$62.531.39%60.90%188.55%$109.1M1.59%35,681−1.7%
20MRKMERCK & CO INC$120.790.44%58.51%82.35%$105.2M1.54%25,823−2.9%
21GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$104.4M1.53%+2,340+2.0%
22LLYELI LILLY & CO$1131.420.55%48.00%387.10%$87.7M1.28%2,180−2.2%
23PANWPALO ALTO NETWORKS INC$272.05-2.58%36.30%309.05%$86.3M1.26%+290,170+116.8%
24BSXBOSTON SCIENTIFIC CORP$48.55-0.61%-52.44%6.47%$86.3M1.26%+8,356+0.6%
25TJXTJX COS INC NEW$160.711.31%26.64%151.20%$83.5M1.22%4,249−0.8%
26HALHALLIBURTON CO$40.032.17%97.00%108.38%$83.3M1.22%+195,777+10.1%
27CMECME GROUP INC$257.400.52%-2.55%48.93%$79.4M1.16%+37,526+16.2%
28ETRENTERGY CORP NEW$110.741.34%38.25%157.05%$78.2M1.14%+33,493+5.1%
29TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$76.0M1.11%55,240−5.1%
30PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$75.9M1.11%13,659−2.5%
31VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$74.1M1.08%+2,753+1.7%
32NEENEXTERA ENERGY INC$85.840.19%$72.3M1.06%+26,631+3.5%
33IONSIONIS PHARMACEUTICALS INC$73.61-1.16%$61.9M0.90%+57,651+7.5%
34URIUNITED RENTALS INC$1067.77-1.55%$61.2M0.89%463−0.5%
35SRESEMPRA$91.421.20%$58.5M0.86%663−0.1%
36FNVFRANCO NEV CORP$218.74-7.31%$57.9M0.85%+49,600+26.9%
37REGNREGENERON PHARMACEUTICALS$635.451.07%$54.9M0.80%80−0.1%
38TAT&T INC$22.75-0.09%$53.8M0.79%+1,493,831+411.6%
39CCITIGROUP INC$132.47-1.98%$53.6M0.78%6,833−1.4%
40VLOVALERO ENERGY CORP$255.82-1.17%$52.3M0.76%+54,523+34.7%
41METMETLIFE INC$84.491.23%$50.2M0.73%20,323−2.8%
42MSMORGAN STANLEY$211.93-2.90%$48.3M0.71%+2,871+1.0%
43PNCPNC FINL SVCS GROUP INC$228.370.57%$46.7M0.68%23,004−9.3%
44HONHONEYWELL INTL INC$213.97-1.69%$42.7M0.62%4,529−2.3%
45TSLATESLA INC$391.00-6.56%$36.5M0.53%10,210−9.4%
46WELLWELLTOWER INC$206.933.03%$34.9M0.51%846−0.5%
47KOCOCA COLA CO$79.483.46%$34.4M0.50%9,465−2.1%
48EQIXEQUINIX INC$1080.95-0.75%$34.3M0.50%+1,122+3.3%
49ABBVABBVIE INC$227.231.02%$34.0M0.50%3,644−2.3%
50NFLXNETFLIX INC.$82.180.76%$30.1M0.44%+253,553+422.7%
51LRCXLAM RESEARCH CORP$303.28-9.85%$29.2M0.43%+21,749+18.9%
52TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$28.8M0.42%1,224−1.4%
53SLBSLB LIMITED$54.87-5.41%$26.6M0.39%10,690−2.0%
54DISDISNEY WALT CO$99.710.37%$24.5M0.36%13,933−5.2%
55WTSWATTS WATER TECHNOLOGIES INC$316.250.65%$24.0M0.35%+5,928+7.7%
56BRK/BBERKSHIRE HATHAWAY INC DEL$23.6M0.35%7,426−13.1%
57ISRGINTUITIVE SURGICAL INC$422.060.77%$22.5M0.33%+1,075+2.2%
58AGIALAMOS GOLD INC$35.52-8.00%$22.2M0.32%+44,899+9.9%
59GOOGALPHABET INC$365.76-0.95%$21.9M0.32%14,436−14.7%
60RACEFERRARI N V$350.791.10%$21.7M0.32%28,732−27.7%
61VVISA INC$323.571.06%$21.5M0.31%+3,258+4.8%
62AMTAMERICAN TOWER CORP$194.120.11%$21.4M0.31%250−0.2%
63COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$19.6M0.29%+2,060+11.7%
64NTRANATERA INC$215.31-3.06%$19.0M0.28%+2,805+3.0%
65CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$18.9M0.28%+3,286+5.1%
66MDGLMADRIGAL PHARMACEUTICALS INC$477.86-1.87%$18.4M0.27%+4,618+15.1%
67ORCLORACLE CORP$213.68-9.59%$17.9M0.26%8,757−6.7%
68SWSMURFIT WESTROCK PLC$41.15-0.30%$16.8M0.24%18,997−3.3%
69BNTXBIONTECH SE$88.08-1.69%$16.4M0.24%4,033−2.1%
70UNHUNITEDHEALTH GROUP INC$399.470.76%$15.4M0.23%2,368−4.0%
71HCAHCA HEALTHCARE INC$372.132.85%$15.1M0.22%+1,599+5.3%
72CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$14.6M0.21%+62,581+50.7%
73CBCHUBB LTD SWITZ$326.273.74%$13.9M0.20%6,147−12.6%
74SCISERVICE CORP INTL$70.360.97%$13.7M0.20%+37,037+28.6%
75WMT2WELLS FARGO & CO$13.0M0.19%+16,511+11.2%
76ECLECOLAB INC$12.5M0.18%+10,502+28.9%
77ALNYALNYLAM PHARMACEUTICALS INC$303.05-0.19%$12.2M0.18%+889+2.5%
78CSCOCISCO SYS INC$121.64-6.43%$11.6M0.17%+20,074+15.5%
79LINLINDE PLC$507.900.09%$11.3M0.16%+1,782+8.5%
80DHRDANAHER CORP DEL$184.30-1.25%$10.7M0.16%+2,022+3.7%
81WBSWEBSTER FINL CORP$72.27-0.86%$10.3M0.15%+6,880+4.9%
82ORLAORLA MNG LTD NEW$10.810.05%$10.2M0.15%+9,980+2.2%
83BACBANK AMERICA CORP$53.83-0.63%$9.4M0.14%231,832−54.5%
84UBSUBS GROUP AG$47.01-1.38%$8.9M0.13%+134,767+87.9%
85TMUST-MOBILE US INC$178.100.61%$8.3M0.12%291,713−88.1%
86WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%$8.0M0.12%+4,051+10.2%
87CRHCRH PLC$105.06-1.42%$7.6M0.11%6,914−6.7%
88ROPROPER TECHNOLOGIES INC$332.180.11%$7.5M0.11%+4,605+27.9%
89CATCATERPILLAR INC$904.28-3.85%$7.3M0.11%1,881−15.4%
90DDOG 0 12/01/29DATADOG INC$7.1M0.10%+400,000+5.7%
91CRMSALESFORCE INC$185.66-1.64%$7.1M0.10%1,527−3.9%
92KLACKLA CORP$1929.20-9.47%$7.0M0.10%368−7.2%
93ALCALCON AG$66.50-0.46%$6.6M0.10%2,099−1.8%
94ABTABBOTT LABORATORIES$91.070.32%$6.5M0.10%498−0.8%
95HEIHEICO CORP NEW$331.43-0.46%$6.4M0.09%+5,579+31.3%
96INCYINCYTE CORP$103.260.86%$6.3M0.09%7,608−10.3%
97STLASTELLANTIS N.V$7.110.07%$5.8M0.09%+728,301+308.2%
98SPGIS&P GLOBAL INC$424.441.03%$5.6M0.08%399−2.9%
99JNJJOHNSON & JOHNSON$232.772.02%$5.5M0.08%11,091−32.8%
100UNPUNION PAC CORP$272.323.19%$5.5M0.08%2,991−11.6%
101GILDGILEAD SCIENCES INC$5.3M0.08%13,240−25.8%
102AMGNAMGEN INC$5.3M0.08%+2,576+20.8%
103NEMNEWMONT CORP$5.1M0.07%24,615−34.5%
104MAMASTERCARD INCORPORATED$5.1M0.07%3,902−27.8%
105SUNBSUNBELT RENTALS HOLDINGS INC$4.6M0.07%+97,185NEW
106MDTMEDTRONIC PLC$4.6M0.07%2,518−4.5%
107HUBBHUBBELL INC$4.4M0.06%+39+0.4%
108EOGEOG RES INC$4.2M0.06%HELD
109HDHOME DEPOT INC$4.2M0.06%4,176−24.6%
110DXCM 0.375 05/15/28DEXCOM INC$4.1M0.06%+500,000+12.5%
111MCOMOODYS CORP$4.1M0.06%+252+2.7%
112DNLIDENALI THERAPEUTICS INC$4.0M0.06%+55,539+36.6%
113NOWSERVICENOW INC$3.9M0.06%24,865−39.9%
114NDAQNASDAQ INC$3.9M0.06%19,779−30.3%
115AMDADVANCED MICRO DEVICES INC$3.8M0.06%11,109−37.0%
116ADBEADOBE INC$3.7M0.05%2,116−12.2%
117MDBMONGODB INC$3.7M0.05%+325+2.2%
118QUREQUANTA SVCS INC$3.5M0.05%+6,448NEW
119SOLSSOLSTICE ADVANCED MATLS INC$3.5M0.05%4,542−9.0%
120PLDPROLOGIS INC.$3.5M0.05%+1,020+4.0%
121LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN$3.5M0.05%HELD
122TTTRANE TECHNOLOGIES PLC$3.3M0.05%973−10.8%
123DBDEUTSCHE BK AG$3.2M0.05%19,979−13.5%
124ANETARISTA NETWORKS INC$3.2M0.05%8,197−23.9%
125CNICANADIAN NATL RY CO$3.0M0.04%+863+4.3%
126PCG 4.25 12/01/27PG&E CORP$3.0M0.04%HELD
127STZCONSTELLATION BRANDS INC$3.0M0.04%+4,010+25.4%
128NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$3.0M0.04%+232,000+12.1%
129EMREMERSON ELEC CO$2.9M0.04%876−3.8%
130AMEAMETEK INC$2.6M0.04%5,810−32.2%
131WDCWESTERN DIGITAL CORP$2.6M0.04%+6,788+241.8%
132ELVELEVANCE HEALTH INC FORMERLY$2.6M0.04%+333+4.0%
133PLTRPALANTIR TECHNOLOGIES INC$2.6M0.04%8,991−34.0%
134AWK 3.625 06/15/26AMERICAN WTR CAP CORP$2.5M0.04%+300,000+13.6%
135CEGCONSTELLATION ENERGY CORP$2.4M0.03%539−6.0%
136ADSKAUTODESK INC$2.4M0.03%12−0.1%
137MCKMCKESSON CORP$2.2M0.03%714−21.6%
138RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$2.2M0.03%HELD
139MDLZMONDELEZ INTL INC$2.2M0.03%+11,846+45.4%
140HLTHILTON WORLDWIDE HLDGS INC$2.1M0.03%+276+4.2%
141MPCMARATHON PETE CORP$2.1M0.03%2,783−24.8%
142KMIKINDER MORGAN INC DEL$2.0M0.03%25,762−29.8%
143VZVERIZON COMMUNICATIONS INC$2.0M0.03%16,631−29.1%
144FTNTFORTINET INC$1.9M0.03%+23,701NEW
145AMATAPPLIED MATLS INC$1.9M0.03%4,344−43.7%
146MPWRMONOLITHIC PWR SYS INC$1.9M0.03%+84+5.1%
147GEGE AEROSPACE$1.9M0.03%10,073−60.4%
148PMPHILIP MORRIS INTL INC$1.8M0.03%9,852−47.5%
149PFEPFIZER INC$1.8M0.03%17,805−21.8%
150STLDSTEEL DYNAMICS INC$1.8M0.03%HELD
151SNOW 0 10/01/29SNOWFLAKE INC$1.8M0.03%HELD
152RGEN 1 12/15/28REPLIGEN CORP$1.7M0.03%+900,000+100.0%
153ADIANALOG DEVICES INC$1.7M0.03%690−11.3%
154BKNGBOOKING HOLDINGS INC$1.7M0.02%152−27.5%
155SCHWSCHWAB CHARLES CORP$1.7M0.02%28,634−61.8%
156MTH 1.75 05/15/28MERITAGE HOMES CORP$1.6M0.02%HELD
157CMCSACOMCAST CORP NEW$1.6M0.02%49,929−46.6%
158FCXFREEPORT MCMORAN INC$1.6M0.02%11,514−29.3%
159MOALTRIA GROUP INC$1.6M0.02%5,570−18.5%
160BIIBBIOGEN INC$1.6M0.02%+322+3.8%
161LYFT 0.625 03/01/29LYFT INC$1.6M0.02%HELD
162IBMINTERNATIONAL BUSINESS MACHS$1.6M0.02%3,404−34.5%
163DOCHEALTHPEAK PROPERTIES INC$1.6M0.02%+437+0.5%
164DRIDARDEN RESTAURANTS INC$1.5M0.02%+759+10.7%
165AVAV 0 07/15/30AEROVIRONMENT INC$1.5M0.02%+200,000+15.4%
166APHAMPHENOL CORP$1.5M0.02%13,370−53.6%
167BKBANK NEW YORK MELLON CORP$1.4M0.02%+3,208+35.8%
168OKEONEOK INC NEW$1.4M0.02%11,839−42.8%
169ALLALLSTATE CORP$1.4M0.02%4,540−40.1%
170PSXPHILLIPS 66$1.4M0.02%4,602−37.4%
171MCDMCDONALDS CORP$1.4M0.02%2,431−35.1%
172CBRECBRE GROUP INC$1.4M0.02%3,193−23.9%
173NTNX 0.5 12/15/29NUTANIX INC$1.4M0.02%+800,000+114.3%
174GSGOLDMAN SACHS GROUP INC$1.4M0.02%+469+41.4%
175GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC$1.4M0.02%HELD
176ETNEATON CORP PLC$1.4M0.02%1,648−30.4%
177PCGPG&E CORP$1.3M0.02%1,215−1.6%
178EWEDWARDS LIFESCIENCES CORP$1.3M0.02%+16,690NEW
179TTEK 2.25 08/15/28TETRA TECH INC NEW$1.3M0.02%HELD
180TRGPTARGA RES CORP$1.3M0.02%5,221−50.1%
181HWMHOWMET AEROSPACE INC$1.3M0.02%4,623−45.0%
182PODDINSULET CORP$1.3M0.02%83−1.3%
183FDXFEDEX CORP$1.3M0.02%+299+9.2%
184VICIVICI PPTYS INC$1.3M0.02%+8,264+21.8%
185INTCINTEL CORP$1.3M0.02%11,528−28.9%
186RFREGIONS FINANCIAL CORP NEW$1.2M0.02%2,921−5.8%
187PGRPROGRESSIVE CORP$1.2M0.02%3,960−38.6%
188BMYBRISTOL-MYERS SQUIBB CO$1.2M0.02%7,884−27.9%
189COIN 0.25 04/01/30COINBASE GLOBAL INC$1.2M0.02%HELD
190PSN 2.625 03/01/29PARSONS CORP DEL$1.2M0.02%HELD
191HIGHARTFORD INSURANCE GROUP INC$1.2M0.02%8,242−48.6%
192ILMNILLUMINA INC$1.2M0.02%+340+3.7%
193KEYKEYCORP$1.2M0.02%+29,467+101.6%
194PEPPEPSICO INC$1.2M0.02%2,863−27.6%
195BLKBLACKROCK INC$1.2M0.02%204−14.4%
196PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.02%+1,462+11.7%
197GRMNGARMIN LTD$1.1M0.02%+2,841+139.8%
198QCOMQUALCOMM INC$1.1M0.02%4,240−32.7%
199COFCAPITAL ONE FINL CORP$1.1M0.02%3,409−35.7%
200LVSLAS VEGAS SANDS CORP$1.1M0.02%+11,369+125.6%
201WMWASTE MGMT INC DEL$1.1M0.02%+2,026+74.9%
202MMM3M CO$1.1M0.02%+3,474+87.2%
203ITUBITAU UNIBANCO HLDG S A$1.1M0.02%9,127−6.6%
204EBAYEBAY INC.$1.1M0.02%2,638−18.2%
205KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.02%1,666−30.5%
206CAKE 2 03/15/30CHEESECAKE FACTORY INC$1.1M0.02%+1,050,000NEW
207INTUINTUIT$1.1M0.02%1,115−31.4%
208ACNACCENTURE PLC IRELAND$1.0M0.02%2,769−34.6%
209ROSTROSS STORES INC$1.0M0.01%+2,161+85.4%
210SSNCSS&C TECH HLDGS$1.0M0.01%+2,131+16.8%
211ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS IN$991K0.01%+1,000,000NEW
212KBKB FINL GROUP INC$988K0.01%9,918−50.0%
213EXCEXELON CORP$986K0.01%+1,026+5.4%
214RSGREPUBLIC SVCS INC$939K0.01%+174+4.2%
215ADPAUTOMATIC DATA PROCESSING IN$917K0.01%4,375−49.2%
216FITBFIFTH THIRD BANCORP$917K0.01%2,893−12.8%
217HSTHOST HOTELS & RESORTS INC$915K0.01%23,778−33.2%
218INSMINSMED INC$914K0.01%HELD
219USBUS BANCORP$912K0.01%+17,543NEW
220SPOTSPOTIFY TECHNOLOGY S A$910K0.01%1,226−39.5%
221MNSTMONSTER BEVERAGE CORP NEW$908K0.01%15,323−55.0%
222SBACSBA COMMUNICATIONS CORP$893K0.01%+5,187NEW
223RGENREPLIGEN CORP$892K0.01%+130+1.7%
224CORCENCORA INC$891K0.01%+2,837NEW
225LOWLOWES COS INC$881K0.01%2,279−37.9%
226UBERUBER TECHNOLOGIES INC$874K0.01%+12,153NEW
227VRNS 1 09/15/29VARONIS SYS INC$871K0.01%650,000−39.4%
228CRWDCROWDSTRIKE HLDGS INC$869K0.01%+974+77.7%
229CVSCVS HEALTH CORP$868K0.01%2,253−15.7%
230ORLYOREILLY AUTOMOTIVE INC$846K0.01%2,172−19.2%
231LDOSLEIDOS HOLDINGS INC$842K0.01%417−7.1%
232FRTFEDERAL RLTY INVT TR NEW$840K0.01%7,988−50.3%
233MSCIMSCI INC$840K0.01%344−18.1%
234CITHE CIGNA GROUP$830K0.01%+10+0.3%
235OSKOSHKOSH CORP$830K0.01%+227+4.2%
236NSCNORFOLK SOUTHN CORP$825K0.01%+1,242+76.1%
237IEXIDEX CORP$817K0.01%+4,310NEW
238VRSNVERISIGN INC$814K0.01%+3,277NEW
239CFGCITIZENS FINL GROUP INC$810K0.01%17,780−56.8%
240TXNTEXAS INSTRS INC$807K0.01%4,416−51.5%
241TSNTYSON FOODS INC$805K0.01%+159+1.3%
242TELTE CONNECTIVITY PLC$804K0.01%774−16.7%
243NUENUCOR CORP$778K0.01%3,943−46.1%
244IBKRINTERACTIVE BROKERS GROUP IN$767K0.01%4,851−29.8%
245TRVTRAVELERS COMPANIES INC$762K0.01%+2,614NEW
246EIXEDISON INTL$762K0.01%12,381−54.3%
247OTISOTIS WORLDWIDE CORP$759K0.01%+6,999+245.7%
248EDCONSOLIDATED EDISON INC$757K0.01%14,720−68.7%
249GLWCORNING INC$756K0.01%1,338−19.4%
250AXONAXON ENTERPRISE INC$747K0.01%+925+110.9%
251AMRZAMRIZE LTD$743K0.01%11,835−41.0%
252CTASCINTAS CORP$724K0.01%+2,961+224.0%
253HO1HOLOGIC INC$723K0.01%4,399−31.5%
254VMCVULCAN MATLS CO$714K0.01%+26+1.0%
255COPCONOCOPHILLIPS$713K0.01%HELD
256GMGENERAL MTRS CO$711K0.01%+1,755+22.5%
257CNQCANADIAN NAT RES LTD MED TER$708K0.01%9,201−38.8%
258OCOWENS CORNING NEW$694K0.01%+258+4.2%
259UPWK 0.25 08/15/26UPWORK INC$688K0.01%HELD
260FERFERROVIAL SE$686K0.01%+499+4.2%
261IRINGERSOLL RAND INC$680K0.01%+342+4.2%
262MARA 0 03/01/30MARA HOLDINGS INC$662K0.01%HELD
263ELLAUDER ESTEE COS INC$658K0.01%4,256−31.7%
264PRUPRUDENTIAL FINL INC$654K0.01%+2,662+66.0%
265VFCV F CORP$654K0.01%HELD
266MRSHMARSH & MCLENNAN COS INC$653K0.01%+1,530+68.4%
267DECKDECKERS OUTDOOR CORP$635K0.01%+1,141+21.9%
268ZBRAZEBRA TECHNOLOGIES CORPORATI$633K0.01%392−11.5%
269FOXFOX CORP$627K0.01%3,831−24.5%
270AVBAVALONBAY CMNTYS INC$623K0.01%HELD
271PYPLPAYPAL HLDGS INC$622K0.01%7,593−35.6%
272UPSUNITED PARCEL SVCS INC$621K0.01%+1,564+33.0%
273SNASNAP ON INC$620K0.01%198−10.4%
274EMEEMCOR GROUP INC$619K0.01%+839NEW
275ERIEERIE INDTY CO$618K0.01%+2,459NEW
276DALDELTA AIR LINES INC$616K0.01%6,990−43.0%
277CPTCAMDEN PPTY TR$615K0.01%+2,944+87.8%
278TPLTEXAS PACIFIC LAND CORPORATI$615K0.01%951−42.3%
279SYYSYSCO CORP$613K0.01%+8,592NEW
280FOXAFOX CORP$595K0.01%3,965−28.0%
281FIXCOMFORT SYS USA INC$593K0.01%+430NEW
282IDXXIDEXX LABS INC$591K0.01%214−16.9%
283NXPINXP SEMICONDUCTORS N V$587K0.01%528−15.0%
284LYVLIVE NATION ENTERTAINMENT IN$575K0.01%1,341−26.2%
285APPAPPLOVIN CORP$572K0.01%+1,438NEW
286UALUNITED AIRLS HLDGS INC$563K0.01%+870+16.6%
287RCLROYAL CARIBBEAN GROUP$554K0.01%585−22.5%
288ABNBAIRBNB INC$553K0.01%2,474−36.1%
289ACGLARCH CAP GROUP LTD$551K0.01%+191+3.4%
290PNRPENTAIR PLC$542K0.01%+2,334+60.1%
291ZTSZOETIS INC$540K0.01%3,234−41.5%
292WMBWILLIAMS COS INC$526K0.01%HELD
293BSYBENTLEY SYS INC$521K0.01%+4,085+38.0%
294AZOAUTOZONE INC$517K0.01%+22+16.8%
295FMXFOMENTO ECONOMICO MEXICANO S$512K0.01%+181+4.1%
296DXCMDEXCOM INC$507K0.01%1,140−12.4%
297BGBUNGE GLOBAL SA$506K0.01%+830+26.4%
298BABOEING CO$501K0.01%+2,515NEW
299SYKSTRYKER CORPORATION$490K0.01%1,978−57.0%
300ICEINTERCONTINENTAL EXCHANGE IN$489K0.01%1,117−26.4%
301JAZZJAZZ PHARMACEUTICALS PLC$487K0.01%HELD
302LNTH 2.625 12/15/27LANTHEUS HLDGS INC$482K0.01%HELD
303ON 0.5 03/01/29ON SEMICONDUCTOR CORP$477K0.01%HELD
304YUMYUM BRANDS INC$477K0.01%+3,070NEW
305DELLDELL TECHNOLOGIES INC$476K0.01%+73+2.6%
306SHGSHINHAN FINANCIAL GROUP CO L$476K0.01%10,079−56.5%
307NKENIKE INC$471K0.01%2,692−23.2%
308WATWATERS CORP$470K0.01%+935+145.4%
309CFCF INDUSTRIES HOLD$466K0.01%6,161−63.2%
310GLGLOBE LIFE INC$466K0.01%+3,347NEW
311ALVAUTOLIV INC$465K0.01%724−14.1%
312BXBLACKSTONE INC$456K0.01%+3,962NEW
313CAHCARDINAL HEALTH INC$440K0.01%956−31.5%
314CMICUMMINS INC$436K0.01%1,739−68.2%
315FICOFAIR ISAAC CORP$434K0.01%100−19.7%
316QGENQIAGEN NV$434K0.01%+12,500NEW
317BBYBEST BUY INC$434K0.01%5,044−42.7%
318FISFIDELITY NATL INFORMATION SV$429K0.01%+9,139NEW
319AVYAVERY DENNISON CORP$424K0.01%+2,457NEW
320CTVACORTEVA INC$421K0.01%12,884−71.9%
321FLUTFLUTTER ENTMT PLC$417K0.01%+808+17.5%
322AXPAMERICAN EXPRESS CO$407K0.01%+242+21.9%
323APDAIR PRODUCTS AND CHEMICALS I$404K0.01%+34+2.5%
324WABWABTEC$403K0.01%11,365−87.6%
325MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$397K0.01%HELD
326SNPSSYNOPSYS INC$397K0.01%735−42.3%
327AKAMAKAMAI TECHNOLOGIES INC$389K0.01%+191+6.0%
328ESSESSEX PPTY TR INC$385K0.01%62−3.8%
329TPRTAPESTRY INC$384K0.01%3,955−59.3%
330PKGPACKAGING CORP AMER$382K0.01%+45+2.6%
331ROKROCKWELL AUTOMATION INC$382K0.01%429−28.7%
332AAGILENT TECHNOLOGIES INC$380K0.01%979−22.7%
333ROLROLLINS INC$380K0.01%+325+4.8%
334DDOGDATADOG INC$376K0.01%129−3.9%
335NWSANEWS CORP NEW$366K0.01%1,450−9.0%
336CRLCHARLES RIV LABS INTL INC$366K0.01%284−11.8%
337WBDWARNER BROS DISCOVERY INC$366K0.01%+13,320NEW
338APTVAPTIV PLC$363K0.01%+2,204+72.9%
339KRKROGER CO$362K0.01%1,399−21.8%
340WDAYWORKDAY INC$355K0.01%765−21.9%
341AMPAMERIPRISE FINL INC$354K0.01%+20+2.6%
342SPGSIMON PPTY GROUP INC NEW$353K0.01%+47+2.5%
343TFCTRUIST FINL CORP$344K0.01%5,149−40.8%
344NATLNCR ATLEOS CORPORATION$342K0.00%HELD
345MKCMCCORMICK & CO INC$340K0.00%HELD
346MOSMOSAIC CO$340K0.00%16,380−55.1%
347ALLEALLEGION PLC$324K0.00%3,250−59.3%
348SWKSSKYWORKS SOLUTIONS INC$317K0.00%+5,914NEW
349BRBROADRIDGE FINL SOLUTIONS IN$317K0.00%4,523−69.9%
350CINFCINCINNATI FINL CORP$315K0.00%+2,005NEW
351UDRUDR INC$313K0.00%+232+2.6%
352TSCOTRACTOR SUPPLY CO$303K0.00%2,635−28.3%
353LUVSOUTHWEST AIRLS CO$298K0.00%5,811−42.3%
354FASTFASTENAL CO$294K0.00%22,056−77.7%
355CAGCONAGRA BRANDS INC$292K0.00%2,333−11.1%
356HPEHEWLETT PACKARD ENTERPRISE C$291K0.00%8,962−42.3%
357MTZMASTEC INC$291K0.00%79−8.0%
358CARRCARRIER GLOBAL CORPORATION$290K0.00%+135+2.7%
359CCJCAMECO CORP$275K0.00%109−5.7%
360TAPMOLSON COORS BEVERAGE CO$272K0.00%1,574−19.9%
361VRTVERTIV HOLDINGS CO$271K0.00%+1,080NEW
362LULULULULEMON ATHLETICA INC$268K0.00%+560+47.0%
363TERTERADYNE INC$268K0.00%664−42.3%
364WSTWEST PHARMACEUTICAL SVSC INC$262K0.00%483−31.6%
365TROWPRICE T ROWE GROUP INC$261K0.00%5,684−66.3%
366HOODROBINHOOD MKTS INC$260K0.00%+3,755NEW
367QQNITY ELECTRONICS INC$258K0.00%7,146−76.2%
368JBHTHUNT J B TRANS SVCS INC$257K0.00%+1,211NEW
369CLXCLOROX CO DEL$251K0.00%1,425−37.0%
370CVNACARVANA CO$249K0.00%+793NEW
371CTSHCOGNIZANT TECHNOLOGY SOLUTIO$247K0.00%2,958−42.3%
372DASHDOORDASH INC$239K0.00%2,630−62.3%
373HASHASBRO INC$233K0.00%7,838−75.9%
374CSGPCOSTAR GROUP INC$230K0.00%4,186−42.3%
375GISGENERAL MILLS INC$228K0.00%2,101−25.5%
376INVHINVITATION HOMES INC$226K0.00%+228+2.6%
377ATRAPTARGROUP INC$225K0.00%HELD
378CNCCENTENE CORP DEL$220K0.00%3,847−36.5%
379EPAMEPAM SYS INC$216K0.00%291−15.4%
380RMDRESMED INC$211K0.00%1,537−62.0%
381MTDMETTLER TOLEDO INTERNATIONAL$211K0.00%+167NEW
382CLCOLGATE PALMOLIVE CO$210K0.00%23,585−90.5%
383ESEVERSOURCE ENERGY$209K0.00%913−23.2%
384VRSKVERISK ANALYTICS INC$208K0.00%1,568−58.8%
385CDWCDW CORP$207K0.00%+1,713NEW
386DDDUPONT DE NEMOURS INC$205K0.00%14,292−76.1%
387GDDYGODADDY INC$204K0.00%+2,463NEW
388BDXBECTON DICKINSON & CO$200K0.00%+32+2.6%
389TUTELUS CORPORATION$197K0.00%HELD
390MICCMAGNUM ICE CREAM CO NV$177K0.00%21,546−60.8%
391SUZSUZANO S A$173K0.00%13,469−43.9%
392TECK RESOURCES LTD$122K0.00%+33,000NEW
393CYBRCYBERARK SOFTWARE LTD130,679EXITED
394HUBSHUBSPOT INC64,729EXITED
395XYLXYLEM INC25,879EXITED
396ITRI 0 03/15/26ITRON INC3,500,000EXITED
397BILL 0 04/01/30BILL HOLDINGS INC3,100,000EXITED
398F 0 03/15/26FORD MTR CO2,550,000EXITED
399HALO 1 08/15/28HALOZYME THERAPEUTICS INC2,000,000EXITED
400AXON 0.5 12/15/27AXON ENTERPRISE INC750,000EXITED
401DOVDOVER CORP9,528EXITED
402PFGPRINCIPAL FINANCIAL GROUP IN19,689EXITED
403LLOEWS CORP15,550EXITED
404CYTK 3.5 07/01/27CYTOKINETICS INC1,150,000EXITED
405OMCOMNICOM GROUP INC18,401EXITED
406ASXASE TECHNOLOGY HLDG CO LTD81,792EXITED
407ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC800,000EXITED
408STESTERIS PLC4,260EXITED
409CCICROWN CASTLE INC11,929EXITED
410BALLBALL CORP19,821EXITED
411VLTOVERALTO CORP10,475EXITED
412KKRKKR & CO INC8,116EXITED
413VTRVENTAS INC12,794EXITED
414LIILENNOX INTL INC2,037EXITED
415ASND 2.25 04/01/28ASCENDIS PHARMA A/S700,000EXITED
416TXTTEXTRON INC11,278EXITED
417TRMBTRIMBLE INC11,479EXITED
418EQREQUITY RESIDENTIAL14,057EXITED
419NTNX 0.25 10/01/27NUTANIX INC700,000EXITED
420HIIHUNTINGTON INGALLS INDS INC2,304EXITED
421RDYDR REDDYS LABS LTD55,419EXITED
422PCG 6 12/01/27 APG&E CORP17,850EXITED
423COINCOINBASE GLOBAL INC8,143EXITED
424GEHCGE HEALTHCARE TECHNOLOGIES I7,960EXITED
425FOUR 0.5 08/01/27SHIFT4 PMTS INC650,000EXITED
426PAYXPAYCHEX INC5,513EXITED
427AFRM 0.75 12/15/29AFFIRM HLDGS INC550,000EXITED
428IVZINVESCO LTD22,622EXITED
429CMGCHIPOTLE MEXICAN GRILL INC15,596EXITED
430JBLJABIL INC2,476EXITED
431ADMARCHER DANIELS MIDLAND CO9,292EXITED
432NTRSNORTHERN TR CORP3,905EXITED
433SKMSK TELECOM CO LTD25,371EXITED
434ULTAULTA BEAUTY INC839EXITED
435RLRALPH LAUREN CORP1,411EXITED
436DGDOLLAR GEN CORP NEW3,628EXITED
437TTWOTAKE-TWO INTERACTIVE SOFTWAR1,501EXITED
438FISVFISERV INC5,522EXITED
439CPRTCOPART INC9,350EXITED
440MKTXMARKETAXESS HLDGS INC1,995EXITED
441ITGARTNER INC1,421EXITED
442AESAES CORP24,454EXITED
443WK 1.25 08/15/28WORKIVA INC350,000EXITED
444GENGEN DIGITAL INC12,479EXITED
445PTCPTC INC1,842EXITED
446RJFRAYMOND JAMES FINL INC1,984EXITED
447KDPKEURIG DR PEPPER INC11,258EXITED
448MTBM & T BK CORP1,562EXITED
449EGEVEREST GROUP LTD916EXITED
450WTWWILLIS TOWERS WATSON PLC LTD937EXITED
451DLTRDOLLAR TREE INC2,503EXITED
452EXKEXACT SCIENCES CORP3,025EXITED
453MCHPMICROCHIP TECHNOLOGY INC.4,763EXITED
454STXSEAGATE TECHNOLOGY HLDNGS PL1,071EXITED
455MTCHMATCH GROUP INC NEW9,054EXITED
456CSXCSX CORP7,674EXITED
457TECHBIO-TECHNE CORP4,600EXITED
458CBOECBOE GLOBAL MKTS INC1,062EXITED
459HBANHUNTINGTON BANCSHARES INC15,045EXITED
460FSLRFIRST SOLAR INC994EXITED
461TKOTKO GROUP HOLDINGS INC1,240EXITED
462CHRWC H ROBINSON WORLDWIDE INC1,580EXITED
463BBDBANCO BRADESCO S A76,140EXITED
464VEEVVEEVA SYS INC1,123EXITED
465CZRCAESARS ENTERTAINMENT INC NE10,705EXITED
466EAELECTRONIC ARTS INC1,111EXITED
467LENLENNAR CORP2,185EXITED
468SYFSYNCHRONY FINANCIAL2,484EXITED
469AMCRAMCOR PLC22,704EXITED
470VTRSVIATRIS INC11,872EXITED

Source: SEC EDGAR · accession 0001752724-26-000039. 13F discloses long positions only — shorts, foreign equities, and options are excluded.