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Institutional

Havemeyer Place LP

CIK 0002026128
$866.7M
Reported AUM
498
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Havemeyer Place LP · Q1 2026

AI · grounded in 13F

Havemeyer Place LP closed its position in LEN for a reduction of $8.56M. The fund established new positions in ARM for $9.7M and ADSK for $9.09M. Other notable activity includes new stakes in DOW and TT, alongside a 672.3% increase in shares of CMI.

Portfolio · Q1 2026

Other$774.6MHL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ARMARM HOLDINGS PLC$342.93-12.84%157.63%595.74%$9.7M1.12%+64,097NEW
2CMICUMMINS INC$651.22-3.96%102.61%215.44%$9.6M1.10%+15,470+672.3%
3ADSKAUTODESK INC$229.96-1.58%-22.80%-28.39%$9.1M1.05%+37,959NEW
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$8.4M0.96%+29,086+154.3%
5BXBLACKSTONE INC$115.35-2.70%-14.89%18.68%$8.2M0.95%+57,219+397.5%
6JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$7.3M0.84%+19,541+192.8%
7DOWDOW INC$34.190.65%25.21%-28.21%$7.2M0.83%+172,109NEW
8TTTRANE TECHNOLOGIES PLC$456.84-1.49%7.48%138.53%$7.0M0.80%+16,727NEW
9AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$6.7M0.77%+32,968NEW
10COFCAPITAL ONE FINL CORP$180.67-1.38%-7.47%22.49%$6.6M0.76%+36,125NEW
11VEEVVEEVA SYS INC$172.61-3.35%-39.51%-48.12%$6.3M0.73%+36,035NEW
12TTMITTM TECHNOLOGIES INC$167.62-9.32%404.58%1098.14%$6.1M0.71%+48,728+344.2%
13TELTE CONNECTIVITY PLC$207.68-2.34%30.51%55.76%$6.1M0.71%+18,004+159.5%
14ELVELEVANCE HEALTH INC FORMERLY$415.531.49%7.89%15.79%$5.9M0.68%+20,014NEW
15DKNGDRAFTKINGS INC NEW$24.93-1.73%-30.38%-48.60%$5.8M0.67%+269,188NEW
16ZNGAZOOM COMMUNICATIONS INC$5.8M0.67%+72,159NEW
17BAHBOOZ ALLEN HAMILTON HLDG COR$79.48-0.66%-21.11%1.16%$5.8M0.66%+73,724NEW
18HDHOME DEPOT INC$310.780.27%-12.61%7.24%$5.7M0.66%+17,281NEW
19NOWSERVICENOW INC$112.45-5.79%-45.42%-4.36%$5.5M0.63%+4,530+9.4%
20FIXCOMFORT SYS USA INC$1843.94-3.69%262.00%2420.18%$5.4M0.62%+3,673+1732.5%
21AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$5.3M0.61%+25,454NEW
22CLSCELESTICA INC$371.71-12.61%207.89%4090.64%$5.2M0.60%+10,335+125.9%
23CSLCARLISLE COS INC$345.55-0.12%-7.32%80.60%$5.1M0.59%+13,537+717.8%
24BURLBURLINGTON STORES INC$317.05-1.53%28.87%-5.30%$4.9M0.57%+15,078NEW
25ADMARCHER DANIELS MIDLAND CO$80.92-2.94%76.02%56.01%$4.9M0.56%+51,675+329.6%
26MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$4.9M0.56%+13,122NEW
27MRKMERCK & CO INC$120.790.44%58.51%82.35%$4.7M0.55%+39,281NEW
28MCOMOODYS CORP$451.350.49%-6.92%25.21%$4.7M0.54%+9,191+578.1%
29AALAMERICAN AIRLS GROUP INC$13.501.50%14.60%-33.76%$4.6M0.54%+432,147NEW
30NFLXNETFLIX INC$82.180.76%-33.80%58.78%$4.6M0.53%+39,968+486.2%
31MRNAMODERNA INC$47.480.08%$4.6M0.53%+40,808+81.0%
32RBLXROBLOX CORP$41.82-3.53%$4.6M0.53%+55,503+216.4%
33BGBUNGE GLOBAL SA$128.461.58%$4.6M0.53%+35,994NEW
34RKTROCKET COS INC$12.65-4.38%$4.4M0.50%+306,234NEW
35EQTEQT CORP$53.75-2.70%$4.3M0.50%+59,484+704.2%
36LNGCHENIERE ENERGY INC$4.3M0.50%+9,049+147.4%
37DELLDELL TECHNOLOGIES INC$394.39-6.55%$4.3M0.50%+26,238NEW
38ROKUROKU INC$124.031.44%$4.2M0.48%+34,292+346.2%
39DYDYCOM INDS INC$464.01-0.49%$4.1M0.47%+12,139NEW
40SNOWSNOWFLAKE INC$238.26-2.42%$4.1M0.47%+26,891NEW
41TRGPTARGA RES CORP$266.070.75%$4.0M0.46%+7,055+78.5%
42KHCKRAFT HEINZ CO$22.580.49%$4.0M0.46%+171,327+2338.6%
43RBRKRUBRIK INC.$73.41-4.66%$4.0M0.46%+82,046NEW
44SAIASAIA INC$466.51-1.04%$4.0M0.46%+8,662+323.2%
45GOOGLALPHABET INC$368.53-0.98%$3.9M0.46%+13,728NEW
46SNDKSANDISK CORP$1559.32-11.39%$3.9M0.45%+6,196NEW
47JBHTHUNT J B TRANS SVCS INC$284.950.58%$3.8M0.44%+18,062NEW
48MELIMERCADOLIBRE INC$1607.80-1.65%$3.8M0.44%+2,186NEW
49SPGIS&P GLOBAL INC$424.441.03%$3.7M0.43%+3,933+80.7%
50DARDARLING INGREDIENTS INC$59.45-2.09%$3.7M0.43%+35,808+146.4%
51CMECME GROUP INC$257.400.52%$3.7M0.43%+12,605NEW
52GLWCORNING INC$177.58-10.18%$3.7M0.43%3,052−10.1%
53IAGIAMGOLD CORP$15.581.04%$3.7M0.42%+122,442+167.2%
54SHWSHERWIN WILLIAMS CO$305.301.74%$3.7M0.42%+9,191+404.0%
55OLLIOLLIES BARGAIN OUTLET HLDGS$79.023.02%$3.7M0.42%+37,051+1320.0%
56ROSTROSS STORES INC$230.37-1.15%$3.7M0.42%+16,391+3035.4%
57GNRCGENERAC HLDGS INC$261.54-5.97%$3.7M0.42%+18,760NEW
58AUANGLOGOLD ASHANTI PLC$83.88-0.29%$3.7M0.42%+32,250+611.3%
59PDDPDD HOLDINGS INC$85.07-0.94%$3.6M0.41%+35,074NEW
60MCDMCDONALDS CORP$279.842.61%$3.6M0.41%+8,879+348.6%
61LUMNLUMEN TECHNOLOGIES INC$9.102.13%$3.5M0.40%+265,304+110.9%
62CMGCHIPOTLE MEXICAN GRILL INC$29.344.12%$3.5M0.40%+93,908+623.6%
63MATMATTEL INC$14.08-0.85%$3.5M0.40%+237,548NEW
64KMIKINDER MORGAN INC DEL$31.68-0.06%$3.4M0.39%+80,319+371.8%
65KMXCARMAX INC$47.150.49%$3.4M0.39%+58,847+253.1%
66ENTGENTEGRIS INC$131.564.90%$3.4M0.39%+28,920NEW
67ONONON HLDG AG$37.08-1.04%$3.4M0.39%+68,440+226.9%
68HSYHERSHEY CO$184.581.02%$3.3M0.38%+16,026NEW
69GPCGENUINE PARTS CO$98.15-0.49%$3.3M0.38%+31,481NEW
70MPCMARATHON PETE CORP$262.01-1.89%$3.3M0.38%+13,545NEW
71MDBMONGODB INC$350.74-7.74%$3.2M0.37%+13,198NEW
72MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%$3.2M0.37%+2,953NEW
73WSMWILLIAMS SONOMA INC$202.18-1.37%$3.2M0.37%+17,582NEW
74IVZINVESCO LTD$27.35-2.91%$3.2M0.36%+93,499+254.6%
75KOCOCA COLA CO$79.483.46%$3.1M0.36%+41,233NEW
76MAAMID-AMER APT CMNTYS INC$137.790.18%$3.1M0.35%+20,895+494.2%
77HUTHUT 8 CORP$112.24-12.15%$3.0M0.35%+64,546NEW
78VICIVICI PPTYS INC$27.862.39%$3.0M0.35%+62,548+131.0%
79PEPPEPSICO INC$141.92-0.16%$3.0M0.35%+10,790+125.4%
80FCXFREEPORT-MCMORAN INC$63.37-9.07%$3.0M0.35%26,065−33.9%
81CRHCRH PLC$105.06-1.42%$3.0M0.34%+28,278NEW
82AIGAMERICAN INTL GROUP INC$75.492.79%$3.0M0.34%+13,498+52.0%
83AZOAUTOZONE INC$3116.431.12%$3.0M0.34%+487+124.2%
84MTZMASTEC INC$363.89-2.89%$2.9M0.34%+9,142NEW
85SWSMURFIT WESTROCK PLC$41.15-0.30%$2.9M0.34%+73,110NEW
86CSGPCOSTAR GROUP INC$33.890.68%$2.9M0.33%+67,840+2103.6%
87CBRECBRE GROUP INC$130.93-0.02%$2.8M0.33%+16,071+328.6%
88NVTSNAVITAS SEMICONDUCTOR CORP$25.08-18.23%$2.8M0.33%+236,341+272.3%
89EFXEQUIFAX INC$172.130.67%$2.8M0.33%+975+6.6%
90CFCF INDS HLDGS INC$111.91-1.39%$2.8M0.32%+13,873+178.9%
91HIIHUNTINGTON INGALLS INDS INC$294.270.42%$2.8M0.32%+3,847+109.3%
92BNBROOKFIELD CORP$44.60-1.00%$2.7M0.32%+41,176+154.7%
93CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$2.6M0.30%+6,756NEW
94PGRPROGRESSIVE CORP$204.024.42%$2.6M0.30%+13,273NEW
95PFEPFIZER INC$26.041.36%$2.6M0.30%+93,699NEW
96ASMLASML HOLDING N V$1641.74-6.59%$2.6M0.30%+1,981NEW
97SESEA LTD$86.56-6.00%$2.6M0.30%+21,527+218.6%
98JOBYJOBY AVIATION INC$9.650.99%$2.6M0.30%+267,062+625.9%
99TPLTEXAS PACIFIC LAND CORPORATI$400.772.82%$2.6M0.29%+5,382NEW
100MARAMARA HOLDINGS INC$12.682.92%$2.6M0.29%+312,816NEW
101FLUTFLUTTER ENTMT PLC$2.5M0.29%+24,886NEW
102VRTXVERTEX PHARMACEUTICALS INC$2.5M0.29%+3,598+174.9%
103WMBWILLIAMS COS INC$2.5M0.29%+11,726+51.1%
104MTCHMATCH GROUP INC NEW$2.5M0.29%+81,918NEW
105ARGXARGENX SE$2.5M0.29%+2,956+622.3%
106HLTHILTON WORLDWIDE HLDGS INC$2.5M0.29%+8,184NEW
107VSCOVICTORIAS SECRET AND CO$2.5M0.29%+51,439+2574.5%
108DAVEDAVE INC$2.5M0.28%+9,505+205.9%
109WMT2WELLS FARGO CO NEW$2.4M0.28%+30,508NEW
110ONTOONTO INNOVATION INC$2.4M0.28%+7,205+158.0%
111SOUNSOUNDHOUND AI INC$2.4M0.28%+253,647+264.6%
112WINGWINGSTOP INC$2.4M0.28%+13,842+888.4%
113SOFISOFI TECHNOLOGIES INC$2.4M0.28%+150,149NEW
114PPGPPG INDS INC$2.4M0.27%+21,630+3358.7%
115ZZILLOW GROUP INC$2.4M0.27%+57,404NEW
116BSXBOSTON SCIENTIFIC CORP$2.3M0.27%+8,013+27.2%
117ATIATI INC$2.3M0.27%+2,426+17.8%
118FLRFLUOR CORP NEW$2.3M0.27%+49,665NEW
119LMNDLEMONADE INC$2.3M0.27%+26,514+256.7%
120NINISOURCE INC$2.3M0.26%+34,511+236.3%
121FSLRFIRST SOLAR INC$2.3M0.26%+11,616NEW
122MDLZMONDELEZ INTL INC$2.3M0.26%+39,690NEW
123MHKMOHAWK INDS INC$2.3M0.26%+22,959+11834.5%
124AAPLAPPLE INC$2.3M0.26%+5,193+137.3%
125BWABORGWARNER INC$2.3M0.26%+27,354+190.6%
126KEYSKEYSIGHT TECHNOLOGIES INC$2.3M0.26%7,650−48.9%
127OVVOVINTIV INC$2.2M0.26%+37,882NEW
128SSENTINELONE INC$2.2M0.26%+126,559+265.7%
129PBFPBF ENERGY INC$2.2M0.26%+26,803+132.0%
130CELHCELSIUS HLDGS INC$2.2M0.26%+35,225+127.5%
131WYWEYERHAEUSER CO MTN BE$2.2M0.26%+90,473NEW
132PRMBPRIMO BRANDS CORPORATION$2.2M0.25%+18,294+18.5%
133TGTTARGET CORP$2.2M0.25%+18,164NEW
134BTIBRITISH AMERN TOB PLC$2.2M0.25%+26,657+255.7%
135NTRANATERA INC$2.2M0.25%+10,808NEW
136CAVACAVA GROUP INC$2.1M0.25%+26,560NEW
137GFSGLOBALFOUNDRIES INC$2.1M0.25%+48,245NEW
138SCHWSCHWAB CHARLES CORP$2.1M0.25%+10,906+91.8%
139MCKMCKESSON CORP$2.1M0.25%+2,344+1803.1%
140VRSNVERISIGN INC$2.1M0.25%+8,586NEW
141FROGJFROG LTD$2.1M0.25%+45,429NEW
142MASMASCO CORP$2.1M0.24%+31,093+837.9%
143GDGENERAL DYNAMICS CORP$2.1M0.24%+5,760+1817.0%
144EMEEMCOR GROUP INC$2.1M0.24%+2,819NEW
145IPINTERNATIONAL PAPER CO$2.1M0.24%+57,976NEW
146GSGOLDMAN SACHS GROUP INC$2.1M0.24%+2,439NEW
147WSOWATSCO INC$2.1M0.24%+3,214+132.0%
148INSMINSMED INC$2.0M0.24%+6,570+111.5%
149SNAPSNAP INC$2.0M0.24%+442,786NEW
150CHWYCHEWY INC$2.0M0.23%+74,822+19136.1%
151AMTAMERICAN TOWER CORP NEW$2.0M0.23%+11,708NEW
152HDBHDFC BANK LTD$2.0M0.23%+80,483NEW
153FIVEFIVE BELOW INC$2.0M0.23%+8,723NEW
154MIDDMIDDLEBY CORP$2.0M0.23%+9,037+151.7%
155WWDWOODWARD INC$2.0M0.23%+4,524+445.3%
156PPLPPL CORP$2.0M0.23%+51,758NEW
157ORLYOREILLY AUTOMOTIVE INC$2.0M0.23%+13,500+171.6%
158ETRENTERGY CORP NEW$2.0M0.23%+17,457NEW
159WABWABTEC$2.0M0.23%+7,810NEW
160DXCMDEXCOM INC$1.9M0.22%+18,875+156.6%
161NOCNORTHROP GRUMMAN CORP$1.9M0.22%+1,734+158.5%
162PNRPENTAIR PLC$1.9M0.22%+22,136NEW
163AMHAMERICAN HOMES 4 RENT$1.9M0.22%+57,845+561.4%
164MKSIMKS INC.$1.9M0.22%+8,220NEW
165BBWIBATH & BODY WORKS INC$1.9M0.21%+99,489NEW
166GEOGEO GROUP INC NEW$1.8M0.21%+73,536+203.2%
167FNFFIDELITY NATIONAL FINANCIAL$1.8M0.21%+35,979+970.8%
168GKOSGLAUKOS CORP$1.8M0.21%+3,520+26.0%
169SEDGSOLAREDGE TECHNOLOGIES INC$1.8M0.21%+35,953NEW
170TRMBTRIMBLE INC$1.8M0.21%+27,921NEW
171PHMPULTE GROUP INC$1.8M0.21%+7,729+99.8%
172INCYINCYTE CORP$1.8M0.21%+19,145NEW
173CARAVIS BUDGET GROUP$1.8M0.21%+12,337NEW
174ABNBAIRBNB INC$1.8M0.21%+12,293+631.1%
175CNMCORE & MAIN INC$1.8M0.21%+36,284NEW
176JEFJEFFERIES FINL GROUP INC$1.8M0.21%+35,865+483.2%
177AEMAGNICO EAGLE MINES LTD$1.8M0.21%+8,768NEW
178TPGTPG INC$1.8M0.20%+43,823NEW
179CWCURTISS WRIGHT CORP$1.8M0.20%+2,173+503.0%
180ECLECOLAB INC$1.8M0.20%+6,658NEW
181EXKENDEAVOUR SILVER CORP$1.8M0.20%+93,823+98.8%
182RHRH$1.7M0.20%+12,470NEW
183CPCANADIAN PACIFIC KANSAS CITY$1.7M0.20%+5,887+36.5%
184AMKRAMKOR TECHNOLOGY INC$1.7M0.20%+38,453NEW
185ALBALBEMARLE CORP$1.7M0.20%+3,115+47.7%
186SHAKSHAKE SHACK INC$1.7M0.20%+14,954+339.2%
187BIDUBAIDU INC$1.7M0.20%+7,370+92.3%
188ASTSAST SPACEMOBILE INC$1.7M0.20%+11,222+119.3%
189TEVATEVA PHARMACEUTICAL INDS LTD$1.7M0.20%4,583−7.5%
190DGXQUEST DIAGNOSTICS INC$1.7M0.20%+8,261+2055.0%
191GMEDGLOBUS MED INC$1.7M0.19%+4,380+28.8%
192XPXP INC$1.7M0.19%+36,240+70.1%
193DALDELTA AIR LINES INC DEL$1.7M0.19%+8,982+55.7%
194BIRKBIRKENSTOCK HOLDING PLC$1.7M0.19%+18,334+65.5%
195PMPHILIP MORRIS INTL INC$1.7M0.19%16,053−61.5%
196LHLABCORP HOLDINGS INC$1.7M0.19%2,487−28.7%
197TTANSERVICETITAN INC$1.6M0.19%+25,926NEW
198PCARPACCAR INC$1.6M0.19%+14,032+6912.3%
199TSNTYSON FOODS INC$1.6M0.19%+24,121+1767.1%
200SFMSPROUTS FMRS MKT INC$1.6M0.19%+805+4.0%
201SNPSSYNOPSYS INC$1.6M0.18%1,758−30.4%
202GTLBGITLAB INC$1.6M0.18%+56,249+319.0%
203FUNSIX FLAGS ENTERTAINMENT CORP$1.6M0.18%+5,848+7.0%
204ULTAULTA BEAUTY INC$1.6M0.18%+3,051NEW
205AVTRAVANTOR INC$1.6M0.18%+202,483NEW
206CORZCORE SCIENTIFIC INC NEW$1.6M0.18%+44,032+71.3%
207LRNSTRIDE INC$1.6M0.18%12,547−41.2%
208IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.18%+16,863+267.6%
209SGISOMNIGROUP INTERNATIONAL INC$1.5M0.18%+20,930NEW
210IRMIRON MTN INC DEL$1.5M0.18%+5,689+60.6%
211AAPADVANCE AUTO PARTS INC$1.5M0.18%+10,659+57.6%
212SRESEMPRA$1.5M0.18%+15,817NEW
213UBSUBS GROUP AG$1.5M0.18%+15,791+67.4%
214SMTCSEMTECH CORP$1.5M0.18%+19,886NEW
215AIZASSURANT INC$1.5M0.18%+7,016NEW
216BAPCREDICORP LTD$1.5M0.18%+4,504NEW
217RSRELIANCE INC$1.5M0.18%+5,018NEW
218ADPAUTOMATIC DATA PROCESSING IN$1.5M0.18%+2,123+39.6%
219UPSTUPSTART HLDGS INC$1.5M0.18%+59,216NEW
220ZBRAZEBRA TECHNOLOGIES CORPORATI$1.5M0.17%+6,570+977.7%
221CPTCAMDEN PPTY TR$1.5M0.17%+14,507+1472.8%
222UTHRUNITED THERAPEUTICS CORP DEL$1.5M0.17%1,943−43.2%
223FTAIFTAI AVIATION LTD$1.5M0.17%2,178−26.1%
224LYGLLOYDS BANKING GROUP PLC$1.5M0.17%+300,300NEW
225JBLUJETBLUE AWYS CORP$1.5M0.17%+340,842NEW
226ITTITT INC$1.5M0.17%+7,902NEW
227MDTMEDTRONIC PLC$1.5M0.17%+17,367NEW
228PBRPETROLEO BRASILEIRO SA PETRO$1.5M0.17%+71,994NEW
229GLGLOBE LIFE INC$1.5M0.17%+10,670NEW
230JLLJONES LANG LASALLE INC$1.5M0.17%+1,848+61.0%
231FISFIDELITY NATL INFORMATION SV$1.5M0.17%+2,570+8.9%
232TAPMOLSON COORS BEVERAGE CO$1.5M0.17%+23,504+225.6%
233CCKCROWN HLDGS INC$1.5M0.17%+14,501NEW
234RHIROBERT HALF INC.$1.5M0.17%+57,140NEW
235FASTFASTENAL CO$1.5M0.17%+7,383+30.9%
236GHGUARDANT HEALTH INC$1.4M0.17%3,183−16.9%
237CCEPCOCA-COLA EUROPACIFIC PARTNE$1.4M0.17%+15,893NEW
238YMMFULL TRUCK ALLIANCE CO LTD$1.4M0.16%+170,850NEW
239ADTADT INC DEL$1.4M0.16%+214,951NEW
240NTLAINTELLIA THERAPEUTICS INC$1.4M0.16%+101,523+1282.5%
241STZCONSTELLATION BRANDS INC$1.4M0.16%+4,517+93.7%
242TJXTJX COS INC NEW$1.4M0.16%+8,255+1712.7%
243CACCCREDIT ACCEP CORP MICH$1.4M0.16%+3,092+1593.8%
244NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.16%+56,983+652.5%
245VRSKVERISK ANALYTICS INC$1.4M0.16%+7,292NEW
246DGDOLLAR GEN CORP NEW$1.4M0.16%+2,415+26.3%
247STESTERIS PLC$1.4M0.16%+6,149NEW
248RBARB GLOBAL INC$1.4M0.16%+8,976+172.4%
249WRDWERIDE INC$1.4M0.16%+167,972NEW
250COSTCOSTCO WHSL CORP NEW$1.3M0.16%+1,349NEW
251SIGSIGNET JEWELERS LIMITED$1.3M0.15%+15,869NEW
252ONCBEONE MEDICINES LTD$1.3M0.15%+2,823+171.3%
253ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.15%+20,939NEW
254RGAREINSURANCE GRP OF AMERICA I$1.3M0.15%+6,391NEW
255EQXEQUINOX GOLD CORP$1.3M0.15%+90,072NEW
256AGXARGAN INC$1.3M0.15%+2,230+1429.5%
257NTESNETEASE INC$1.3M0.15%+10,260+762.3%
258ALLALLSTATE CORP$1.3M0.15%+6,245NEW
259GFIGOLD FIELDS LTD$1.3M0.15%+11,801+70.9%
260GENGEN DIGITAL INC$1.3M0.15%+68,314NEW
261ASXASE TECHNOLOGY HLDG CO LTD$1.3M0.15%25,844−30.4%
262SGSWEETGREEN INC$1.3M0.15%+174,479+254.0%
263BTGB2GOLD CORP$1.3M0.15%+169,225+155.8%
264FLSFLOWSERVE CORP$1.2M0.14%+10,830+180.3%
265GAPGAP INC$1.2M0.14%+51,141NEW
266FOURSHIFT4 PMTS INC$1.2M0.14%+19,471+220.6%
267BTDRBITDEER TECHNOLOGIES GROUP$1.2M0.14%+122,542+626.6%
268HSICHENRY SCHEIN INC$1.2M0.14%+8,084+95.1%
269LSCCLATTICE SEMICONDUCTOR CORP$1.2M0.14%+13,126NEW
270LINLINDE PLC$1.2M0.14%+1,733+242.4%
271SYKSTRYKER CORPORATION$1.2M0.14%1,717−31.7%
272APHAMPHENOL CORP NEW$1.2M0.14%+9,586NEW
273METAMETA PLATFORMS INC$1.2M0.14%2,463−53.8%
274FHNFIRST HORIZON CORPORATION$1.2M0.14%8,776−14.2%
275ARANTERO RESOURCES CORP$1.2M0.14%+28,271NEW
276FRPTFRESHPET INC$1.2M0.14%+10,806+113.7%
277VLTOVERALTO CORP$1.2M0.14%+13,459NEW
278DTDYNATRACE INC$1.2M0.14%+28,107+713.0%
279NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.14%+6,998+350.3%
280AEISADVANCED ENERGY INDS$1.2M0.14%+3,663NEW
281EQREQUITY RESIDENTIAL$1.2M0.14%+19,949NEW
282SMMTSUMMIT THERAPEUTICS INC$1.2M0.14%+55,735+891.2%
283MOALTRIA GROUP INC$1.2M0.14%+17,758NEW
284ANAUTONATION INC$1.2M0.13%+4,567+323.9%
285JJACOBS SOLUTIONS INC$1.2M0.13%10,947−54.5%
286PLTRPALANTIR TECHNOLOGIES INC$1.2M0.13%+800+11.2%
287UNMUNUM GROUP$1.2M0.13%5,148−24.4%
288CITHE CIGNA GROUP$1.2M0.13%+4,354NEW
289HRLHORMEL FOODS CORP$1.2M0.13%23,359−31.5%
290BKBANK NEW YORK MELLON CORP$1.1M0.13%5,918−38.0%
291ALLEALLEGION PLC$1.1M0.13%+7,774+9480.5%
292AXSMAXSOME THERAPEUTICS INC$1.1M0.13%+6,741NEW
293PEGPUBLIC SVC ENTERPRISE GRP IN$1.1M0.13%+9,477+211.9%
294LEUCENTRUS ENERGY CORP$1.1M0.13%+4,231+186.5%
295ESLTELBIT SYS LTD$1.1M0.13%+1,319NEW
296OKLOOKLO INC$1.1M0.13%+22,132NEW
297WHRWHIRLPOOL CORP$1.1M0.13%+5,495+37.2%
298FWONKLIBERTY MEDIA CORP DEL$1.1M0.12%+12,721NEW
299LLYELI LILLY & CO$1.1M0.12%39−3.2%
300ANFABERCROMBIE & FITCH CO$1.1M0.12%269−2.2%
301TXRHTEXAS ROADHOUSE INC$1.1M0.12%+5,626+728.8%
302ETSYETSY INC$1.1M0.12%+2,865+15.7%
303ALCALCON AG$1.0M0.12%+3,389+32.2%
304MARMARRIOTT INTL INC NEW$1.0M0.12%+3,185NEW
305RIORIO TINTO PLC$1.0M0.12%+11,143NEW
306RKLBROCKET LAB CORP$1.0M0.12%+14,266+763.7%
307MMACYS INC$1.0M0.12%+39,446+227.6%
308VLOVALERO ENERGY CORP$1.0M0.12%8,286−66.7%
309DHRDANAHER CORPORATION$1.0M0.12%+5,392NEW
310EVREVERCORE INC$1.0M0.12%+3,416NEW
311MEDPMEDPACE HLDGS INC$1.0M0.12%+27+1.3%
312TDGTRANSDIGM GROUP INC$1.0M0.12%615−41.4%
313YUMYUM BRANDS INC$1.0M0.12%+6,444NEW
314VODVODAFONE GROUP PLC NEW$996K0.11%13,527−16.9%
315SYMSYMBOTIC INC$995K0.11%+9,359+100.2%
316MMM3M CO$980K0.11%2,384−26.1%
317PHPARKER-HANNIFIN CORP$958K0.11%+206+23.8%
318ALNYALNYLAM PHARMACEUTICALS INC$952K0.11%+2,580+865.8%
319GLOBGLOBANT S A$947K0.11%+20,535NEW
320CAGCONAGRA BRANDS INC$945K0.11%+60,143NEW
321MNSTMONSTER BEVERAGE CORP NEW$943K0.11%+13,014NEW
322AURAURORA INNOVATION INC$942K0.11%+104,387+83.9%
323SOLVSOLVENTUM CORP$942K0.11%+14,428NEW
324TSEMTOWER SEMICONDUCTOR LTD$942K0.11%2,755−33.9%
325SOSOUTHERN CO$923K0.11%+9,563NEW
326EGEVEREST GROUP LTD$914K0.11%+2,795NEW
327LIILENNOX INTL INC$912K0.11%+1,964NEW
328OCOWENS CORNING NEW$908K0.10%2,100−20.0%
329ARCCARES CAPITAL CORP$907K0.10%+5,146+11.4%
330FISVFISERV INC$902K0.10%39,509−71.0%
331NICENICE LTD$892K0.10%851−9.5%
332GGENPACT LIMITED$888K0.10%+23,837NEW
333LYBLYONDELLBASELL INDUSTRIES N$869K0.10%7,069−39.6%
334TALTAL EDUCATION GROUP$867K0.10%+76,212NEW
335HALOHALOZYME THERAPEUTICS INC$852K0.10%+612+4.9%
336JPMJPMORGAN CHASE & CO.$848K0.10%+1,953+210.0%
337EDCONSOLIDATED EDISON INC$847K0.10%3,048−28.9%
338BUDANHEUSER BUSCH INBEV SA/NV$846K0.10%+12,202NEW
339CORCENCORA INC$843K0.10%4,521−62.8%
340FSLYFASTLY INC$837K0.10%+28,805NEW
341AMCRAMCOR PLC$837K0.10%+21,046NEW
342SSNCSS&C TECHNOLOGIES HLDGS INC$835K0.10%+12,055+4031.8%
343ARWRARROWHEAD PHARMACEUTICALS IN$832K0.10%+11,618+700.7%
344AVBAVALONBAY CMNTYS INC$802K0.09%+4,909NEW
345SNXTD SYNNEX CORPORATION$797K0.09%6,394−57.5%
346QUREUNIQURE NV$792K0.09%+18,812+63.4%
347BJBJS WHSL CLUB HLDGS INC$791K0.09%+8,038NEW
348EQIXEQUINIX INC$789K0.09%+53+7.0%
349XELXCEL ENERGY INC$784K0.09%+9,872NEW
350DOCUDOCUSIGN INC$784K0.09%+16,538NEW
351BOXBOX INC$784K0.09%+33,145NEW
352TREXTREX CO INC$781K0.09%18,948−46.9%
353SHOPSHOPIFY INC$777K0.09%+6,549NEW
354BACBANK AMERICA CORP$764K0.09%+15,678NEW
355GILDGILEAD SCIENCES INC$760K0.09%2,238−29.1%
356BRK/BBERKSHIRE HATHAWAY INC DEL$749K0.09%1,305−45.5%
357AEOAMERICAN EAGLE OUTFITTERS IN$748K0.09%+33,262+289.0%
358INVHINVITATION HOMES INC$728K0.08%+19,550+200.3%
359BNTXBIONTECH SE$725K0.08%+1,239+17.9%
360BROSDUTCH BROS INC$719K0.08%+8,194+136.7%
361BCSBARCLAYS PLC$717K0.08%+33,902NEW
362BBARRICK MNG CORP$706K0.08%+17,301NEW
363AGFIRST MAJESTIC SILVER CORP$704K0.08%+32,772NEW
364TEMTEMPUS AI INC$702K0.08%+15,535NEW
365CGCARLYLE GROUP INC$689K0.08%+9,591+206.5%
366PGYPAGAYA TECHNOLOGIES LTD$687K0.08%+30,897+110.2%
367UDRUDR INC$684K0.08%+20,240NEW
368HASHASBRO INC$679K0.08%+7,254NEW
369DASHDOORDASH INC$673K0.08%+4,480NEW
370AGIALAMOS GOLD INC NEW$663K0.08%+14,932NEW
371BILIBILIBILI INC$663K0.08%+29,374NEW
372MTDMETTLER TOLEDO INTERNATIONAL$660K0.08%+523NEW
373POOLPOOL CORP$649K0.07%+975+43.6%
374KRKROGER CO$643K0.07%+8,890NEW
375PNWPINNACLE WEST CAP CORP$642K0.07%+3,784+146.4%
376ABTABBOTT LABS$624K0.07%220−3.5%
377TMDXTRANSMEDICS GROUP INC$613K0.07%+4,093+197.1%
378BBIOBRIDGEBIO PHARMA INC$613K0.07%+8,259NEW
379HSBCHSBC HLDGS PLC$594K0.07%3,391−32.0%
380TGTXTG THERAPEUTICS INC$587K0.07%+17,357+5805.0%
381AREALEXANDRIA REAL ESTATE EQ IN$576K0.07%+12,402NEW
382UALUNITED AIRLS HLDGS INC$572K0.07%+4,167+203.3%
383LUNRINTUITIVE MACHINES INC$567K0.07%17,263−36.1%
384INSPINSPIRE MED SYS INC$567K0.07%+10,562+2491.0%
385ENBENBRIDGE INC$567K0.07%4,963−32.2%
386RXRXRECURSION PHARMACEUTICALS IN$565K0.07%+183,045+20543.8%
387UIUBIQUITI INC$564K0.07%+593+490.1%
388CROXCROCS INC$564K0.07%+1,826+36.8%
389KTOSKRATOS DEFENSE & SEC SOLUTIO$552K0.06%+2,164+38.2%
390TOSTTOAST INC$548K0.06%280−1.3%
391ZETAZETA GLOBAL HOLDINGS CORP$541K0.06%16,084−32.1%
392UHSUNIVERSAL HLTH SVCS INC$540K0.06%+2,322+334.6%
393SEZLSEZZLE INC$537K0.06%+8,490NEW
394POWLPOWELL INDS INC$534K0.06%533−35.1%
395ESSESSEX PPTY TR INC$525K0.06%+2,170NEW
396HUBSHUBSPOT INC$520K0.06%2,964−58.2%
397HQYHEALTHEQUITY INC$517K0.06%+6,189NEW
398ASNDUSDASCENDIS PHARMA A/S$517K0.06%+909+67.2%
399SPOTSPOTIFY TECHNOLOGY S A$513K0.06%+1,057NEW
400MDGLMADRIGAL PHARMACEUTICALS INC$505K0.06%+965NEW
401PIIMPINJ INC$498K0.06%+4,847NEW
402STLDSTEEL DYNAMICS INC$496K0.06%+2,753NEW
403RGENREPLIGEN CORP$486K0.06%+4,128NEW
404AVYAVERY DENNISON CORP$481K0.06%+1,452+108.8%
405IQVIQVIA HLDGS INC$477K0.06%+697+33.2%
406QSRRESTAURANT BRANDS INTL INC$477K0.05%+6,449NEW
407SUISUN CMNTYS INC$470K0.05%420−10.1%
408EMNEASTMAN CHEM CO$464K0.05%+1,498+32.7%
409SSBSOUTHSTATE BK CORP$463K0.05%+3,775+306.4%
410CLFCLEVELAND-CLIFFS INC NEW$457K0.05%46,131−46.0%
411FCNCAFIRST CTZNS BANCSHARES INC D$449K0.05%258−52.0%
412HONHONEYWELL INTL INC$433K0.05%1,514−44.2%
413VIKVIKING HOLDINGS LTD$422K0.05%+5,744NEW
414RRCRANGE RES CORP$419K0.05%+9,263NEW
415OWLBLUE OWL CAPITAL INC$418K0.05%+45,782NEW
416PRUPRUDENTIAL FINL INC$416K0.05%1,155−21.3%
417UUNITY SOFTWARE INC$411K0.05%+18,716NEW
418EXCEXELON CORP$403K0.05%4,375−34.7%
419FSMFORTUNA MNG CORP$396K0.05%+39,879NEW
420ZSZSCALER INC$394K0.05%4,376−60.9%
421WLKWESTLAKE CORPORATION$380K0.04%+3,250NEW
422AERAERCAP HOLDINGS NV$378K0.04%+2,756NEW
423AJGGALLAGHER ARTHUR J & CO$376K0.04%+1,735NEW
424RUNSUNRUN INC$373K0.04%34,379−55.5%
425GWWWW GRAINGER INC$371K0.04%+340NEW
426LNTALLIANT ENERGY CORP$362K0.04%+5,051NEW
427CNQCANADIAN NAT RES LTD$349K0.04%+7,161NEW
428TTCTORO CO$343K0.04%22,031−85.7%
429FNBF N B CORP$343K0.04%+7,435+57.0%
430OPENOPENDOOR TECHNOLOGIES INC$342K0.04%+37,515+105.2%
431AAOIAPPLIED OPTOELECTRONICS INC$339K0.04%19,536−83.0%
432MKLMARKEL GROUP INC$337K0.04%+176NEW
433MSMORGAN STANLEY$335K0.04%+1,096+116.5%
434AMGAFFILIATED MANAGERS GROUP IN$326K0.04%+1,179NEW
435WEXWEX INC$324K0.04%801−27.5%
436TXNTEXAS INSTRS INC$322K0.04%8,460−83.6%
437VMCVULCAN MATLS CO$321K0.04%+1,180NEW
438BBAIBIGBEAR AI HLDGS INC$320K0.04%+91,026NEW
439EWEDWARDS LIFESCIENCES CORP$309K0.04%+3,857NEW
440ISRGINTUITIVE SURGICAL INC$306K0.04%+664NEW
441XPOXPO INC$300K0.03%3,896−71.7%
442SBACSBA COMMUNICATIONS CORP NEW$299K0.03%+1,735NEW
443CVECENOVUS ENERGY INC$298K0.03%+11,223NEW
444YUMCYUM CHINA HLDGS INC$297K0.03%+6,085NEW
445FMCFMC CORP$290K0.03%10,883−39.3%
446OHIOMEGA HEALTHCARE INVS INC$290K0.03%1,914−22.4%
447DTEDTE ENERGY CO$289K0.03%4,592−69.9%
448WPCWP CAREY INC$289K0.03%+4,246NEW
449STMSTMICROELECTRONICS N V$282K0.03%+356+4.6%
450RNRRENAISSANCERE HLDGS LTD$277K0.03%+932NEW
451METMETLIFE INC$273K0.03%15,621−80.2%
452IBNICICI BANK LIMITED$266K0.03%+10,279NEW
453DDDUPONT DE NEMOURS INC$262K0.03%+5,724NEW
454QSQUANTUMSCAPE CORP$251K0.03%+39,265NEW
455METCRAMACO RES INC$242K0.03%+6,697+75.0%
456CUBECUBESMART$241K0.03%+6,574NEW
457KIMKIMCO RLTY CORP$239K0.03%+147+1.4%
458VLYVALLEY NATL BANCORP$230K0.03%23,605−55.8%
459ITWILLINOIS TOOL WKS INC$229K0.03%+880NEW
460LILI AUTO INC$218K0.03%+12,252NEW
461WRBBERKLEY W R CORP$218K0.03%+3,294NEW
462ULUNILEVER PLC$213K0.02%+3,739NEW
463WCNWASTE CONNECTIONS INC$207K0.02%+929+267.7%
464CECELANESE CORP DEL$196K0.02%17,555−85.5%
465PLNTPLANET FITNESS INC$177K0.02%8,010−77.1%
466TET1 ENERGY INC$171K0.02%+39,026NEW
467KBHKB HOME$169K0.02%29,992−90.2%
468CLCOLGATE PALMOLIVE CO$153K0.02%6,177−77.5%
469SRPTSAREPTA THERAPEUTICS INC$148K0.02%+6,794NEW
470MRVLMARVELL TECHNOLOGY INC$136K0.02%+1,375NEW
471TTDTHE TRADE DESK INC$135K0.02%50,512−89.4%
472TTWOTAKE-TWO INTERACTIVE SOFTWAR$132K0.02%+667NEW
473MPMP MATERIALS CORP$126K0.01%23,944−90.2%
474CINFCINCINNATI FINL CORP$90K0.01%4−0.7%
475STLASTELLANTIS N.V$88K0.01%10,940−46.9%
476VTRSVIATRIS INC$87K0.01%66,796−91.2%
477WCCWESCO INTL INC$86K0.01%1,889−85.7%
478DNNDENISON MINES CORP$84K0.01%111,286−82.3%
479EVRGEVERGY INC$84K0.01%+1,030NEW
480ACGLARCH CAP GROUP LTD$84K0.01%9,325−91.4%
481CVSCVS HEALTH CORP$82K0.01%+607+114.7%
482KRMNKARMAN HLDGS INC$63K0.01%+782NEW
483BABAALIBABA GROUP HLDG LTD$59K0.01%+474NEW
484HBMHUDBAY MINERALS INC$59K0.01%+2,824NEW
485PPURE STORAGE INC$58K0.01%+974NEW
486AXTIAXT INC$55K0.01%+968NEW
487BZKANZHUN LIMITED$55K0.01%+4,118NEW
488YETIYETI HLDGS INC$54K0.01%+1,470NEW
489DECKDECKERS OUTDOOR CORP$53K0.01%+527NEW
490BWXTBWX TECHNOLOGIES INC$49K0.01%4,408−94.9%
491TFXTELEFLEX INCORPORATED$47K0.01%7,464−95.0%
492CNCCENTENE CORP DEL$38K0.00%48,031−97.6%
493VNETVNET GROUP INC$28K0.00%38,810−92.0%
494ROLROLLINS INC$27K0.00%9,338−94.9%
495PLPLANET LABS PBC$21K0.00%+749NEW
496PONYPONY AI INC$19K0.00%9,772−82.9%
497DLTRDOLLAR TREE INC$18K0.00%2,509−93.9%
498TCOMTRIP COM GROUP LTD$2K0.00%+48NEW
499LENLENNAR CORP83,309EXITED
500LMTLOCKHEED MARTIN CORP11,931EXITED

Source: SEC EDGAR · accession 0002026128-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.