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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ARMARM HOLDINGS PLC$248.562.91%75.56%390.04%$9.7M1.12%HELD
2CMICUMMINS INC$640.771.23%80.31%198.99%$9.6M1.10%HELD
3ADSKAUTODESK INC$229.59-2.29%-20.89%-24.23%$9.1M1.05%HELD
4NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$8.4M0.96%HELD
5BXBLACKSTONE INC$128.160.07%-22.11%20.09%$8.2M0.95%HELD
6JNJJOHNSON & JOHNSON$255.82-3.66%56.99%69.37%$7.3M0.84%HELD
7DOWDOW INC$29.83-0.88%44.13%-38.34%$7.2M0.83%HELD
8TTTRANE TECHNOLOGIES PLC$452.422.76%0.93%135.80%$7.0M0.80%HELD
9AMDADVANCED MICRO DEVICES INC$507.144.48%188.39%347.27%$6.7M0.77%HELD
10COFCAPITAL ONE FINL CORP$210.130.00%2.78%37.78%$6.6M0.76%HELD
11VEEVVEEVA SYS INC$204.191.30%-27.27%-38.36%$6.3M0.73%HELD
12TTMITTM TECHNOLOGIES INC$116.791.10%166.52%725.07%$6.1M0.71%HELD
13TELTE CONNECTIVITY PLC$209.731.52%3.38%48.05%$6.1M0.71%HELD
14ELVELEVANCE HEALTH INC FORMERLY$375.83-0.15%39.92%7.81%$5.9M0.68%HELD
15DKNGDRAFTKINGS INC NEW$23.760.17%-46.42%-60.48%$5.8M0.67%HELD
16ZNGAZOOM COMMUNICATIONS INC$5.8M0.67%HELD
17BAHBOOZ ALLEN HAMILTON HLDG COR$68.500.27%-36.05%-8.65%$5.8M0.66%HELD
18HDHOME DEPOT INC$330.00-1.00%-8.42%15.74%$5.7M0.66%HELD
19NOWSERVICENOW INC$107.22-2.59%-39.81%-14.49%$5.5M0.63%HELD
20FIXCOMFORT SYS USA INC$1782.424.98%144.74%2179.41%$5.4M0.62%HELD
21AMZNAMAZON COM INC$235.503.90%9.66%35.70%$5.3M0.61%HELD
22CLSCELESTICA INC$352.11-0.14%81.06%3611.47%$5.2M0.60%HELD
23CSLCARLISLE COS INC$356.77-3.55%6.24%84.81%$5.1M0.59%HELD
24BURLBURLINGTON STORES INC$370.59-0.43%34.83%22.99%$4.9M0.57%HELD
25ADMARCHER DANIELS MIDLAND CO$79.54-1.33%55.46%54.82%$4.9M0.56%HELD
26MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$4.9M0.56%HELD
27MRKMERCK & CO INC$129.05-0.57%68.33%97.86%$4.7M0.55%HELD
28MCOMOODYS CORP$478.06-0.87%-2.99%31.89%$4.7M0.54%HELD
29AALAMERICAN AIRLS GROUP INC$15.33-0.65%39.89%-22.62%$4.6M0.54%HELD
30NFLXNETFLIX INC$73.17-0.62%-36.85%28.55%$4.6M0.53%HELD
31MRNAMODERNA INC$57.15-1.33%$4.6M0.53%HELD
32RBLXROBLOX CORP$39.49-18.87%$4.6M0.53%HELD
33BGBUNGE GLOBAL SA$104.86-0.20%$4.6M0.53%HELD
34RKTROCKET COS INC$13.14-0.90%$4.4M0.50%HELD
35EQTEQT CORP$52.69-0.04%$4.3M0.50%HELD
36LNGCHENIERE ENERGY INC$259.850.69%$4.3M0.50%HELD
37DELLDELL TECHNOLOGIES INC$412.171.82%$4.3M0.50%HELD
38ROKUROKU INC$145.170.06%$4.2M0.48%HELD
39DYDYCOM INDS INC$400.21-4.06%$4.1M0.47%HELD
40SNOWSNOWFLAKE INC$303.971.97%$4.1M0.47%HELD
41TRGPTARGA RES CORP$265.58-1.03%$4.0M0.46%HELD
42KHCKRAFT HEINZ CO$26.18-0.76%$4.0M0.46%HELD
43RBRKRUBRIK INC.$70.25-1.87%$4.0M0.46%HELD
44SAIASAIA INC$346.20-1.26%$4.0M0.46%HELD
45GOOGLALPHABET INC$333.66-0.91%$3.9M0.46%HELD
46SNDKSANDISK CORP$1279.9625.99%$3.9M0.45%HELD
47JBHTHUNT J B TRANS SVCS INC$269.500.11%$3.8M0.44%HELD
48MELIMERCADOLIBRE INC$1869.31-0.87%$3.8M0.44%HELD
49SPGIS&P GLOBAL INC$411.20-0.92%$3.7M0.43%HELD
50DARDARLING INGREDIENTS INC$61.260.43%$3.7M0.43%HELD
51CMECME GROUP INC$267.750.20%$3.7M0.43%HELD
52GLWCORNING INC$143.245.93%$3.7M0.43%HELD
53IAGIAMGOLD CORP$13.98-4.02%$3.7M0.42%HELD
54SHWSHERWIN WILLIAMS CO$340.69-1.20%$3.7M0.42%HELD
55OLLIOLLIES BARGAIN OUTLET HLDGS$73.551.11%$3.7M0.42%HELD
56ROSTROSS STORES INC$251.93-0.25%$3.7M0.42%HELD
57GNRCGENERAC HLDGS INC$193.560.86%$3.7M0.42%HELD
58AUANGLOGOLD ASHANTI PLC$74.55-9.45%$3.7M0.42%HELD
59PDDPDD HOLDINGS INC$87.730.33%$3.6M0.41%HELD
60MCDMCDONALDS CORP$266.48-0.73%$3.6M0.41%HELD
61LUMNLUMEN TECHNOLOGIES INC$6.50-0.91%$3.5M0.40%HELD
62CMGCHIPOTLE MEXICAN GRILL INC$37.47-2.71%$3.5M0.40%HELD
63MATMATTEL INC$15.18-0.20%$3.5M0.40%HELD
64KMIKINDER MORGAN INC DEL$31.780.38%$3.4M0.39%HELD
65KMXCARMAX INC$57.69-1.73%$3.4M0.39%HELD
66ENTGENTEGRIS INC$121.223.51%$3.4M0.39%HELD
67ONONON HLDG AG$36.75-0.94%$3.4M0.39%HELD
68HSYHERSHEY CO$176.63-0.34%$3.3M0.38%HELD
69GPCGENUINE PARTS CO$125.270.35%$3.3M0.38%HELD
70MPCMARATHON PETE CORP$314.610.17%$3.3M0.38%HELD
71MDBMONGODB INC$333.552.36%$3.2M0.37%HELD
72MPWRMONOLITHIC PWR SYS INC$1513.3114.98%$3.2M0.37%HELD
73WSMWILLIAMS SONOMA INC$231.94-0.59%$3.2M0.37%HELD
74IVZINVESCO LTD$29.460.14%$3.2M0.36%HELD
75KOCOCA COLA CO$87.32-1.32%$3.1M0.36%HELD
76MAAMID-AMER APT CMNTYS INC$132.01-0.99%$3.1M0.35%HELD
77HUTHUT 8 CORP$107.03-1.15%$3.0M0.35%HELD
78VICIVICI PPTYS INC$26.24-0.29%$3.0M0.35%HELD
79PEPPEPSICO INC$138.64-1.11%$3.0M0.35%HELD
80FCXFREEPORT-MCMORAN INC$61.96-2.33%$3.0M0.35%HELD
81CRHCRH PLC$95.58-0.43%$3.0M0.34%HELD
82AIGAMERICAN INTL GROUP INC$78.58-0.39%$3.0M0.34%HELD
83AZOAUTOZONE INC$3000.00-0.22%$3.0M0.34%HELD
84MTZMASTEC INC$271.10-16.44%$2.9M0.34%HELD
85SWSMURFIT WESTROCK PLC$46.12-2.94%$2.9M0.34%HELD
86CSGPCOSTAR GROUP INC$28.95-1.71%$2.9M0.33%HELD
87CBRECBRE GROUP INC$148.95-0.34%$2.8M0.33%HELD
88NVTSNAVITAS SEMICONDUCTOR CORP$10.83-1.63%$2.8M0.33%HELD
89EFXEQUIFAX INC$171.51-2.62%$2.8M0.33%HELD
90CFCF INDS HLDGS INC$125.68-0.08%$2.8M0.32%HELD
91HIIHUNTINGTON INGALLS INDS INC$317.79-0.66%$2.8M0.32%HELD
92BNBROOKFIELD CORP$42.080.13%$2.7M0.32%HELD
93CRWDCROWDSTRIKE HLDGS INC$188.611.83%$2.6M0.30%HELD
94PGRPROGRESSIVE CORP$212.73-0.26%$2.6M0.30%HELD
95PFEPFIZER INC$24.75-0.62%$2.6M0.30%HELD
96ASMLASML HOLDING N V$1687.972.21%$2.6M0.30%HELD
97SESEA LTD$106.320.08%$2.6M0.30%HELD
98JOBYJOBY AVIATION INC$6.99-3.45%$2.6M0.30%HELD
99TPLTEXAS PACIFIC LAND CORPORATI$395.330.27%$2.6M0.29%HELD
100MARAMARA HOLDINGS INC$11.42-3.38%$2.6M0.29%HELD
101FLUTFLUTTER ENTMT PLC$2.5M0.29%HELD
102VRTXVERTEX PHARMACEUTICALS INC$2.5M0.29%HELD
103WMBWILLIAMS COS INC$2.5M0.29%HELD
104MTCHMATCH GROUP INC NEW$2.5M0.29%HELD
105ARGXARGENX SE$2.5M0.29%HELD
106HLTHILTON WORLDWIDE HLDGS INC$2.5M0.29%HELD
107VSCOVICTORIAS SECRET AND CO$2.5M0.29%HELD
108DAVEDAVE INC$2.5M0.28%HELD
109WMT2WELLS FARGO CO NEW$2.4M0.28%HELD
110ONTOONTO INNOVATION INC$2.4M0.28%HELD
111SOUNSOUNDHOUND AI INC$2.4M0.28%HELD
112WINGWINGSTOP INC$2.4M0.28%HELD
113SOFISOFI TECHNOLOGIES INC$2.4M0.28%HELD
114PPGPPG INDS INC$2.4M0.27%HELD
115ZZILLOW GROUP INC$2.4M0.27%HELD
116BSXBOSTON SCIENTIFIC CORP$2.3M0.27%HELD
117ATIATI INC$2.3M0.27%HELD
118FLRFLUOR CORP NEW$2.3M0.27%HELD
119LMNDLEMONADE INC$2.3M0.27%HELD
120NINISOURCE INC$2.3M0.26%HELD
121FSLRFIRST SOLAR INC$2.3M0.26%HELD
122MDLZMONDELEZ INTL INC$2.3M0.26%HELD
123MHKMOHAWK INDS INC$2.3M0.26%HELD
124AAPLAPPLE INC$2.3M0.26%HELD
125BWABORGWARNER INC$2.3M0.26%HELD
126KEYSKEYSIGHT TECHNOLOGIES INC$2.3M0.26%HELD
127OVVOVINTIV INC$2.2M0.26%HELD
128SSENTINELONE INC$2.2M0.26%HELD
129PBFPBF ENERGY INC$2.2M0.26%HELD
130CELHCELSIUS HLDGS INC$2.2M0.26%HELD
131WYWEYERHAEUSER CO MTN BE$2.2M0.26%HELD
132PRMBPRIMO BRANDS CORPORATION$2.2M0.25%HELD
133TGTTARGET CORP$2.2M0.25%HELD
134BTIBRITISH AMERN TOB PLC$2.2M0.25%HELD
135NTRANATERA INC$2.2M0.25%HELD
136CAVACAVA GROUP INC$2.1M0.25%HELD
137GFSGLOBALFOUNDRIES INC$2.1M0.25%HELD
138SCHWSCHWAB CHARLES CORP$2.1M0.25%HELD
139MCKMCKESSON CORP$2.1M0.25%HELD
140VRSNVERISIGN INC$2.1M0.25%HELD
141FROGJFROG LTD$2.1M0.25%HELD
142MASMASCO CORP$2.1M0.24%HELD
143GDGENERAL DYNAMICS CORP$2.1M0.24%HELD
144EMEEMCOR GROUP INC$2.1M0.24%HELD
145IPINTERNATIONAL PAPER CO$2.1M0.24%HELD
146GSGOLDMAN SACHS GROUP INC$2.1M0.24%HELD
147WSOWATSCO INC$2.1M0.24%HELD
148INSMINSMED INC$2.0M0.24%HELD
149SNAPSNAP INC$2.0M0.24%HELD
150CHWYCHEWY INC$2.0M0.23%HELD
151AMTAMERICAN TOWER CORP NEW$2.0M0.23%HELD
152HDBHDFC BANK LTD$2.0M0.23%HELD
153FIVEFIVE BELOW INC$2.0M0.23%HELD
154MIDDMIDDLEBY CORP$2.0M0.23%HELD
155WWDWOODWARD INC$2.0M0.23%HELD
156PPLPPL CORP$2.0M0.23%HELD
157ORLYOREILLY AUTOMOTIVE INC$2.0M0.23%HELD
158ETRENTERGY CORP NEW$2.0M0.23%HELD
159WABWABTEC$2.0M0.23%HELD
160DXCMDEXCOM INC$1.9M0.22%HELD
161NOCNORTHROP GRUMMAN CORP$1.9M0.22%HELD
162PNRPENTAIR PLC$1.9M0.22%HELD
163AMHAMERICAN HOMES 4 RENT$1.9M0.22%HELD
164MKSIMKS INC.$1.9M0.22%HELD
165BBWIBATH & BODY WORKS INC$1.9M0.21%HELD
166GEOGEO GROUP INC NEW$1.8M0.21%HELD
167FNFFIDELITY NATIONAL FINANCIAL$1.8M0.21%HELD
168GKOSGLAUKOS CORP$1.8M0.21%HELD
169SEDGSOLAREDGE TECHNOLOGIES INC$1.8M0.21%HELD
170TRMBTRIMBLE INC$1.8M0.21%HELD
171PHMPULTE GROUP INC$1.8M0.21%HELD
172INCYINCYTE CORP$1.8M0.21%HELD
173CARAVIS BUDGET GROUP$1.8M0.21%HELD
174ABNBAIRBNB INC$1.8M0.21%HELD
175CNMCORE & MAIN INC$1.8M0.21%HELD
176JEFJEFFERIES FINL GROUP INC$1.8M0.21%HELD
177AEMAGNICO EAGLE MINES LTD$1.8M0.21%HELD
178TPGTPG INC$1.8M0.20%HELD
179CWCURTISS WRIGHT CORP$1.8M0.20%HELD
180ECLECOLAB INC$1.8M0.20%HELD
181EXKENDEAVOUR SILVER CORP$1.8M0.20%HELD
182RHRH$1.7M0.20%HELD
183CPCANADIAN PACIFIC KANSAS CITY$1.7M0.20%HELD
184AMKRAMKOR TECHNOLOGY INC$1.7M0.20%HELD
185ALBALBEMARLE CORP$1.7M0.20%HELD
186SHAKSHAKE SHACK INC$1.7M0.20%HELD
187BIDUBAIDU INC$1.7M0.20%HELD
188ASTSAST SPACEMOBILE INC$1.7M0.20%HELD
189TEVATEVA PHARMACEUTICAL INDS LTD$1.7M0.20%HELD
190DGXQUEST DIAGNOSTICS INC$1.7M0.20%HELD
191GMEDGLOBUS MED INC$1.7M0.19%HELD
192XPXP INC$1.7M0.19%HELD
193DALDELTA AIR LINES INC DEL$1.7M0.19%HELD
194BIRKBIRKENSTOCK HOLDING PLC$1.7M0.19%HELD
195PMPHILIP MORRIS INTL INC$1.7M0.19%HELD
196LHLABCORP HOLDINGS INC$1.7M0.19%HELD
197TTANSERVICETITAN INC$1.6M0.19%HELD
198PCARPACCAR INC$1.6M0.19%HELD
199TSNTYSON FOODS INC$1.6M0.19%HELD
200SFMSPROUTS FMRS MKT INC$1.6M0.19%HELD
201SNPSSYNOPSYS INC$1.6M0.18%HELD
202GTLBGITLAB INC$1.6M0.18%HELD
203FUNSIX FLAGS ENTERTAINMENT CORP$1.6M0.18%HELD
204ULTAULTA BEAUTY INC$1.6M0.18%HELD
205AVTRAVANTOR INC$1.6M0.18%HELD
206CORZCORE SCIENTIFIC INC NEW$1.6M0.18%HELD
207LRNSTRIDE INC$1.6M0.18%HELD
208IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.18%HELD
209SGISOMNIGROUP INTERNATIONAL INC$1.5M0.18%HELD
210IRMIRON MTN INC DEL$1.5M0.18%HELD
211AAPADVANCE AUTO PARTS INC$1.5M0.18%HELD
212SRESEMPRA$1.5M0.18%HELD
213UBSUBS GROUP AG$1.5M0.18%HELD
214SMTCSEMTECH CORP$1.5M0.18%HELD
215AIZASSURANT INC$1.5M0.18%HELD
216BAPCREDICORP LTD$1.5M0.18%HELD
217RSRELIANCE INC$1.5M0.18%HELD
218ADPAUTOMATIC DATA PROCESSING IN$1.5M0.18%HELD
219UPSTUPSTART HLDGS INC$1.5M0.18%HELD
220ZBRAZEBRA TECHNOLOGIES CORPORATI$1.5M0.17%HELD
221CPTCAMDEN PPTY TR$1.5M0.17%HELD
222UTHRUNITED THERAPEUTICS CORP DEL$1.5M0.17%HELD
223FTAIFTAI AVIATION LTD$1.5M0.17%HELD
224LYGLLOYDS BANKING GROUP PLC$1.5M0.17%HELD
225JBLUJETBLUE AWYS CORP$1.5M0.17%HELD
226ITTITT INC$1.5M0.17%HELD
227MDTMEDTRONIC PLC$1.5M0.17%HELD
228PBRPETROLEO BRASILEIRO SA PETRO$1.5M0.17%HELD
229GLGLOBE LIFE INC$1.5M0.17%HELD
230JLLJONES LANG LASALLE INC$1.5M0.17%HELD
231FISFIDELITY NATL INFORMATION SV$1.5M0.17%HELD
232TAPMOLSON COORS BEVERAGE CO$1.5M0.17%HELD
233CCKCROWN HLDGS INC$1.5M0.17%HELD
234RHIROBERT HALF INC.$1.5M0.17%HELD
235FASTFASTENAL CO$1.5M0.17%HELD
236GHGUARDANT HEALTH INC$1.4M0.17%HELD
237CCEPCOCA-COLA EUROPACIFIC PARTNE$1.4M0.17%HELD
238YMMFULL TRUCK ALLIANCE CO LTD$1.4M0.16%HELD
239ADTADT INC DEL$1.4M0.16%HELD
240NTLAINTELLIA THERAPEUTICS INC$1.4M0.16%HELD
241STZCONSTELLATION BRANDS INC$1.4M0.16%HELD
242TJXTJX COS INC NEW$1.4M0.16%HELD
243CACCCREDIT ACCEP CORP MICH$1.4M0.16%HELD
244NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.16%HELD
245VRSKVERISK ANALYTICS INC$1.4M0.16%HELD
246DGDOLLAR GEN CORP NEW$1.4M0.16%HELD
247STESTERIS PLC$1.4M0.16%HELD
248RBARB GLOBAL INC$1.4M0.16%HELD
249WRDWERIDE INC$1.4M0.16%HELD
250COSTCOSTCO WHSL CORP NEW$1.3M0.16%HELD
251SIGSIGNET JEWELERS LIMITED$1.3M0.15%HELD
252ONCBEONE MEDICINES LTD$1.3M0.15%HELD
253ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.15%HELD
254RGAREINSURANCE GRP OF AMERICA I$1.3M0.15%HELD
255EQXEQUINOX GOLD CORP$1.3M0.15%HELD
256AGXARGAN INC$1.3M0.15%HELD
257NTESNETEASE INC$1.3M0.15%HELD
258ALLALLSTATE CORP$1.3M0.15%HELD
259GFIGOLD FIELDS LTD$1.3M0.15%HELD
260GENGEN DIGITAL INC$1.3M0.15%HELD
261ASXASE TECHNOLOGY HLDG CO LTD$1.3M0.15%HELD
262SGSWEETGREEN INC$1.3M0.15%HELD
263BTGB2GOLD CORP$1.3M0.15%HELD
264FLSFLOWSERVE CORP$1.2M0.14%HELD
265GAPGAP INC$1.2M0.14%HELD
266FOURSHIFT4 PMTS INC$1.2M0.14%HELD
267BTDRBITDEER TECHNOLOGIES GROUP$1.2M0.14%HELD
268HSICHENRY SCHEIN INC$1.2M0.14%HELD
269LSCCLATTICE SEMICONDUCTOR CORP$1.2M0.14%HELD
270LINLINDE PLC$1.2M0.14%HELD
271SYKSTRYKER CORPORATION$1.2M0.14%HELD
272APHAMPHENOL CORP NEW$1.2M0.14%HELD
273METAMETA PLATFORMS INC$1.2M0.14%HELD
274FHNFIRST HORIZON CORPORATION$1.2M0.14%HELD
275ARANTERO RESOURCES CORP$1.2M0.14%HELD
276FRPTFRESHPET INC$1.2M0.14%HELD
277VLTOVERALTO CORP$1.2M0.14%HELD
278DTDYNATRACE INC$1.2M0.14%HELD
279NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.14%HELD
280AEISADVANCED ENERGY INDS$1.2M0.14%HELD
281EQREQUITY RESIDENTIAL$1.2M0.14%HELD
282SMMTSUMMIT THERAPEUTICS INC$1.2M0.14%HELD
283MOALTRIA GROUP INC$1.2M0.14%HELD
284ANAUTONATION INC$1.2M0.13%HELD
285JJACOBS SOLUTIONS INC$1.2M0.13%HELD
286PLTRPALANTIR TECHNOLOGIES INC$1.2M0.13%HELD
287UNMUNUM GROUP$1.2M0.13%HELD
288CITHE CIGNA GROUP$1.2M0.13%HELD
289HRLHORMEL FOODS CORP$1.2M0.13%HELD
290BKBANK NEW YORK MELLON CORP$1.1M0.13%HELD
291ALLEALLEGION PLC$1.1M0.13%HELD
292AXSMAXSOME THERAPEUTICS INC$1.1M0.13%HELD
293PEGPUBLIC SVC ENTERPRISE GRP IN$1.1M0.13%HELD
294LEUCENTRUS ENERGY CORP$1.1M0.13%HELD
295ESLTELBIT SYS LTD$1.1M0.13%HELD
296OKLOOKLO INC$1.1M0.13%HELD
297WHRWHIRLPOOL CORP$1.1M0.13%HELD
298FWONKLIBERTY MEDIA CORP DEL$1.1M0.12%HELD
299LLYELI LILLY & CO$1.1M0.12%HELD
300ANFABERCROMBIE & FITCH CO$1.1M0.12%HELD
301TXRHTEXAS ROADHOUSE INC$1.1M0.12%HELD
302ETSYETSY INC$1.1M0.12%HELD
303ALCALCON AG$1.0M0.12%HELD
304MARMARRIOTT INTL INC NEW$1.0M0.12%HELD
305RIORIO TINTO PLC$1.0M0.12%HELD
306RKLBROCKET LAB CORP$1.0M0.12%HELD
307MMACYS INC$1.0M0.12%HELD
308VLOVALERO ENERGY CORP$1.0M0.12%HELD
309DHRDANAHER CORPORATION$1.0M0.12%HELD
310EVREVERCORE INC$1.0M0.12%HELD
311MEDPMEDPACE HLDGS INC$1.0M0.12%HELD
312TDGTRANSDIGM GROUP INC$1.0M0.12%HELD
313YUMYUM BRANDS INC$1.0M0.12%HELD
314VODVODAFONE GROUP PLC NEW$996K0.11%HELD
315SYMSYMBOTIC INC$995K0.11%HELD
316MMM3M CO$980K0.11%HELD
317PHPARKER-HANNIFIN CORP$958K0.11%HELD
318ALNYALNYLAM PHARMACEUTICALS INC$952K0.11%HELD
319GLOBGLOBANT S A$947K0.11%HELD
320CAGCONAGRA BRANDS INC$945K0.11%HELD
321MNSTMONSTER BEVERAGE CORP NEW$943K0.11%HELD
322AURAURORA INNOVATION INC$942K0.11%HELD
323SOLVSOLVENTUM CORP$942K0.11%HELD
324TSEMTOWER SEMICONDUCTOR LTD$942K0.11%HELD
325SOSOUTHERN CO$923K0.11%HELD
326EGEVEREST GROUP LTD$914K0.11%HELD
327LIILENNOX INTL INC$912K0.11%HELD
328OCOWENS CORNING NEW$908K0.10%HELD
329ARCCARES CAPITAL CORP$907K0.10%HELD
330FISVFISERV INC$902K0.10%HELD
331NICENICE LTD$892K0.10%HELD
332GGENPACT LIMITED$888K0.10%HELD
333LYBLYONDELLBASELL INDUSTRIES N$869K0.10%HELD
334TALTAL EDUCATION GROUP$867K0.10%HELD
335HALOHALOZYME THERAPEUTICS INC$852K0.10%HELD
336JPMJPMORGAN CHASE & CO.$848K0.10%HELD
337EDCONSOLIDATED EDISON INC$847K0.10%HELD
338BUDANHEUSER BUSCH INBEV SA/NV$846K0.10%HELD
339CORCENCORA INC$843K0.10%HELD
340FSLYFASTLY INC$837K0.10%HELD
341AMCRAMCOR PLC$837K0.10%HELD
342SSNCSS&C TECHNOLOGIES HLDGS INC$835K0.10%HELD
343ARWRARROWHEAD PHARMACEUTICALS IN$832K0.10%HELD
344AVBAVALONBAY CMNTYS INC$802K0.09%HELD
345SNXTD SYNNEX CORPORATION$797K0.09%HELD
346QUREUNIQURE NV$792K0.09%HELD
347BJBJS WHSL CLUB HLDGS INC$791K0.09%HELD
348EQIXEQUINIX INC$789K0.09%HELD
349XELXCEL ENERGY INC$784K0.09%HELD
350DOCUDOCUSIGN INC$784K0.09%HELD
351BOXBOX INC$784K0.09%HELD
352TREXTREX CO INC$781K0.09%HELD
353SHOPSHOPIFY INC$777K0.09%HELD
354BACBANK AMERICA CORP$764K0.09%HELD
355GILDGILEAD SCIENCES INC$760K0.09%HELD
356BRK/BBERKSHIRE HATHAWAY INC DEL$749K0.09%HELD
357AEOAMERICAN EAGLE OUTFITTERS IN$748K0.09%HELD
358INVHINVITATION HOMES INC$728K0.08%HELD
359BNTXBIONTECH SE$725K0.08%HELD
360BROSDUTCH BROS INC$719K0.08%HELD
361BCSBARCLAYS PLC$717K0.08%HELD
362BBARRICK MNG CORP$706K0.08%HELD
363AGFIRST MAJESTIC SILVER CORP$704K0.08%HELD
364TEMTEMPUS AI INC$702K0.08%HELD
365CGCARLYLE GROUP INC$689K0.08%HELD
366PGYPAGAYA TECHNOLOGIES LTD$687K0.08%HELD
367UDRUDR INC$684K0.08%HELD
368HASHASBRO INC$679K0.08%HELD
369DASHDOORDASH INC$673K0.08%HELD
370AGIALAMOS GOLD INC NEW$663K0.08%HELD
371BILIBILIBILI INC$663K0.08%HELD
372MTDMETTLER TOLEDO INTERNATIONAL$660K0.08%HELD
373POOLPOOL CORP$649K0.07%HELD
374KRKROGER CO$643K0.07%HELD
375PNWPINNACLE WEST CAP CORP$642K0.07%HELD
376ABTABBOTT LABS$624K0.07%HELD
377TMDXTRANSMEDICS GROUP INC$613K0.07%HELD
378BBIOBRIDGEBIO PHARMA INC$613K0.07%HELD
379HSBCHSBC HLDGS PLC$594K0.07%HELD
380TGTXTG THERAPEUTICS INC$587K0.07%HELD
381AREALEXANDRIA REAL ESTATE EQ IN$576K0.07%HELD
382UALUNITED AIRLS HLDGS INC$572K0.07%HELD
383LUNRINTUITIVE MACHINES INC$567K0.07%HELD
384INSPINSPIRE MED SYS INC$567K0.07%HELD
385ENBENBRIDGE INC$567K0.07%HELD
386RXRXRECURSION PHARMACEUTICALS IN$565K0.07%HELD
387UIUBIQUITI INC$564K0.07%HELD
388CROXCROCS INC$564K0.07%HELD
389KTOSKRATOS DEFENSE & SEC SOLUTIO$552K0.06%HELD
390TOSTTOAST INC$548K0.06%HELD
391ZETAZETA GLOBAL HOLDINGS CORP$541K0.06%HELD
392UHSUNIVERSAL HLTH SVCS INC$540K0.06%HELD
393SEZLSEZZLE INC$537K0.06%HELD
394POWLPOWELL INDS INC$534K0.06%HELD
395ESSESSEX PPTY TR INC$525K0.06%HELD
396HUBSHUBSPOT INC$520K0.06%HELD
397HQYHEALTHEQUITY INC$517K0.06%HELD
398ASNDUSDASCENDIS PHARMA A/S$517K0.06%HELD
399SPOTSPOTIFY TECHNOLOGY S A$513K0.06%HELD
400MDGLMADRIGAL PHARMACEUTICALS INC$505K0.06%HELD
401PIIMPINJ INC$498K0.06%HELD
402STLDSTEEL DYNAMICS INC$496K0.06%HELD
403RGENREPLIGEN CORP$486K0.06%HELD
404AVYAVERY DENNISON CORP$481K0.06%HELD
405IQVIQVIA HLDGS INC$477K0.06%HELD
406QSRRESTAURANT BRANDS INTL INC$477K0.05%HELD
407SUISUN CMNTYS INC$470K0.05%HELD
408EMNEASTMAN CHEM CO$464K0.05%HELD
409SSBSOUTHSTATE BK CORP$463K0.05%HELD
410CLFCLEVELAND-CLIFFS INC NEW$457K0.05%HELD
411FCNCAFIRST CTZNS BANCSHARES INC D$449K0.05%HELD
412HONHONEYWELL INTL INC$433K0.05%HELD
413VIKVIKING HOLDINGS LTD$422K0.05%HELD
414RRCRANGE RES CORP$419K0.05%HELD
415OWLBLUE OWL CAPITAL INC$418K0.05%HELD
416PRUPRUDENTIAL FINL INC$416K0.05%HELD
417UUNITY SOFTWARE INC$411K0.05%HELD
418EXCEXELON CORP$403K0.05%HELD
419FSMFORTUNA MNG CORP$396K0.05%HELD
420ZSZSCALER INC$394K0.05%HELD
421WLKWESTLAKE CORPORATION$380K0.04%HELD
422AERAERCAP HOLDINGS NV$378K0.04%HELD
423AJGGALLAGHER ARTHUR J & CO$376K0.04%HELD
424RUNSUNRUN INC$373K0.04%HELD
425GWWWW GRAINGER INC$371K0.04%HELD
426LNTALLIANT ENERGY CORP$362K0.04%HELD
427CNQCANADIAN NAT RES LTD$349K0.04%HELD
428TTCTORO CO$343K0.04%HELD
429FNBF N B CORP$343K0.04%HELD
430OPENOPENDOOR TECHNOLOGIES INC$342K0.04%HELD
431AAOIAPPLIED OPTOELECTRONICS INC$339K0.04%HELD
432MKLMARKEL GROUP INC$337K0.04%HELD
433MSMORGAN STANLEY$335K0.04%HELD
434AMGAFFILIATED MANAGERS GROUP IN$326K0.04%HELD
435WEXWEX INC$324K0.04%HELD
436TXNTEXAS INSTRS INC$322K0.04%HELD
437VMCVULCAN MATLS CO$321K0.04%HELD
438BBAIBIGBEAR AI HLDGS INC$320K0.04%HELD
439EWEDWARDS LIFESCIENCES CORP$309K0.04%HELD
440ISRGINTUITIVE SURGICAL INC$306K0.04%HELD
441XPOXPO INC$300K0.03%HELD
442SBACSBA COMMUNICATIONS CORP NEW$299K0.03%HELD
443CVECENOVUS ENERGY INC$298K0.03%HELD
444YUMCYUM CHINA HLDGS INC$297K0.03%HELD
445FMCFMC CORP$290K0.03%HELD
446OHIOMEGA HEALTHCARE INVS INC$290K0.03%HELD
447DTEDTE ENERGY CO$289K0.03%HELD
448WPCWP CAREY INC$289K0.03%HELD
449STMSTMICROELECTRONICS N V$282K0.03%HELD
450RNRRENAISSANCERE HLDGS LTD$277K0.03%HELD
451METMETLIFE INC$273K0.03%HELD
452IBNICICI BANK LIMITED$266K0.03%HELD
453DDDUPONT DE NEMOURS INC$262K0.03%HELD
454QSQUANTUMSCAPE CORP$251K0.03%HELD
455METCRAMACO RES INC$242K0.03%HELD
456CUBECUBESMART$241K0.03%HELD
457KIMKIMCO RLTY CORP$239K0.03%HELD
458VLYVALLEY NATL BANCORP$230K0.03%HELD
459ITWILLINOIS TOOL WKS INC$229K0.03%HELD
460LILI AUTO INC$218K0.03%HELD
461WRBBERKLEY W R CORP$218K0.03%HELD
462ULUNILEVER PLC$213K0.02%HELD
463WCNWASTE CONNECTIONS INC$207K0.02%HELD
464CECELANESE CORP DEL$196K0.02%HELD
465PLNTPLANET FITNESS INC$177K0.02%HELD
466TET1 ENERGY INC$171K0.02%HELD
467KBHKB HOME$169K0.02%HELD
468CLCOLGATE PALMOLIVE CO$153K0.02%HELD
469SRPTSAREPTA THERAPEUTICS INC$148K0.02%HELD
470MRVLMARVELL TECHNOLOGY INC$136K0.02%HELD
471TTDTHE TRADE DESK INC$135K0.02%HELD
472TTWOTAKE-TWO INTERACTIVE SOFTWAR$132K0.02%HELD
473MPMP MATERIALS CORP$126K0.01%HELD
474CINFCINCINNATI FINL CORP$90K0.01%HELD
475STLASTELLANTIS N.V$88K0.01%HELD
476VTRSVIATRIS INC$87K0.01%HELD
477WCCWESCO INTL INC$86K0.01%HELD
478DNNDENISON MINES CORP$84K0.01%HELD
479EVRGEVERGY INC$84K0.01%HELD
480ACGLARCH CAP GROUP LTD$84K0.01%HELD
481CVSCVS HEALTH CORP$82K0.01%HELD
482KRMNKARMAN HLDGS INC$63K0.01%HELD
483BABAALIBABA GROUP HLDG LTD$59K0.01%HELD
484HBMHUDBAY MINERALS INC$59K0.01%HELD
485PPURE STORAGE INC$58K0.01%HELD
486AXTIAXT INC$55K0.01%HELD
487BZKANZHUN LIMITED$55K0.01%HELD
488YETIYETI HLDGS INC$54K0.01%HELD
489DECKDECKERS OUTDOOR CORP$53K0.01%HELD
490BWXTBWX TECHNOLOGIES INC$49K0.01%HELD
491TFXTELEFLEX INCORPORATED$47K0.01%HELD
492CNCCENTENE CORP DEL$38K0.00%HELD
493VNETVNET GROUP INC$28K0.00%HELD
494ROLROLLINS INC$27K0.00%HELD
495PLPLANET LABS PBC$21K0.00%HELD
496PONYPONY AI INC$19K0.00%HELD
497DLTRDOLLAR TREE INC$18K0.00%HELD
498TCOMTRIP COM GROUP LTD$2K0.00%HELD

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