MondegarAI
← Tracker

Institutional

Holocene Advisors, LP

CIK 0001700574
$41.46B
Reported AUM
794
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Holocene Advisors, LP · Q1 2026

AI · grounded in 13F

Holocene Advisors, LP established a new position in AZN worth $525.17M. The fund also opened a new position in APD for $322.71M and increased its stake in ISRG by 552.4%. On the sell side, the fund closed its position in BKNG, reducing its exposure by $489.24M. Other reductions included trimming shares of TSLA by 36.3% and NVDA by 29.8%.

Portfolio · Q1 2026

AMZN$2.75BNVDATSLAOther$29.95BHL

Top holdings· first 500 of 794

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.75B6.63%+3,066,000+30.3%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.64B3.96%4,000,069−29.8%
3TSLATESLA INC$391.00-6.56%32.48%70.69%$1.32B3.19%2,029,163−36.3%
4DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$765.8M1.85%+3,099,516+329.9%
5XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$727.2M1.75%+1,966,720+84.8%
6VVISA INC$323.571.06%-11.91%36.33%$656.3M1.58%817,186−27.3%
7AAPLAPPLE INC$307.34-1.25%51.31%116.17%$632.7M1.53%+863,000+52.9%
8GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$592.3M1.43%+89,524+15.2%
9PEPPEPSICO INC$141.92-0.16%14.71%5.94%$546.6M1.32%127,888−3.5%
10AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$525.2M1.27%+2,662,887NEW
11PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$499.0M1.20%+677,000+24.8%
12ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$479.5M1.16%+880,745+552.4%
13HLTHILTON WORLDWIDE HLDGS INC$343.101.46%35.99%164.53%$474.5M1.14%144,904−8.5%
14GEGE AEROSPACE$328.000.11%28.99%419.83%$432.0M1.04%+975,371+178.3%
15STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%576.06%1018.37%$426.1M1.03%+328,503+43.3%
16RSGREPUBLIC SVCS INC$210.041.02%-16.06%88.43%$416.9M1.01%+791,642+71.2%
17PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$414.9M1.00%48,131−9.4%
18MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$413.9M1.00%189,913−14.5%
19STLDSTEEL DYNAMICS INC$268.50-3.02%103.75%348.16%$412.0M0.99%269,480−10.5%
20MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$402.3M0.97%+527,842+190.3%
21SHWSHERWIN WILLIAMS CO$305.301.74%-13.80%9.72%$400.8M0.97%+466,573+59.5%
22CVSCVS HEALTH CORP$95.931.17%56.40%37.47%$372.0M0.90%+1,211,322+30.5%
23GILDGILEAD SCIENCES INC$129.16-0.02%17.90%125.52%$364.0M0.88%1,552,612−37.3%
24CPNGCOUPANG INC$15.15-8.35%-46.75%-58.29%$342.5M0.83%4,069,758−18.3%
25APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%3.63%9.35%$322.7M0.78%+1,110,912NEW
26BSXBOSTON SCIENTIFIC CORP$48.55-0.61%-52.44%6.47%$308.5M0.74%+445,847+10.0%
27GSKGSK PLC$51.520.49%29.73%57.71%$304.6M0.73%2,598,094−32.0%
28GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$302.2M0.73%1,924,203−64.7%
29MCHPMICROCHIP TECHNOLOGY INC.$88.34-8.27%39.06%37.28%$291.6M0.70%+1,342,981+42.4%
30ROSTROSS STORES INC$230.37-1.15%61.80%98.03%$286.6M0.69%140,294−9.6%
31ROKROCKWELL AUTOMATION INC$446.71-3.36%$282.7M0.68%137,848−14.9%
32FDXFEDEX CORP$331.000.91%$281.8M0.68%+335,677+73.7%
33METAMETA PLATFORMS INC$593.00-5.51%$278.7M0.67%197,904−28.9%
34WATWATERS CORP$365.36-2.95%$273.1M0.66%+505,356+122.7%
35COHRCOHERENT CORP$376.99-10.64%$268.6M0.65%167,001−12.9%
36CORCENCORA INC$275.041.75%$264.2M0.64%56,174−6.3%
37EQIXEQUINIX INC$1080.95-0.75%$255.7M0.62%+260,821NEW
38BRK/BBERKSHIRE HATHAWAY INC DEL$252.5M0.61%+260,000+97.4%
39XPOXPO INC$218.94-0.15%$243.1M0.59%486,439−28.0%
40RVMDREVOLUTION MEDICINES INC$149.23-4.15%$240.1M0.58%+560,696+29.4%
41AMATAPPLIED MATLS INC$453.01-9.71%$239.5M0.58%+617,937+746.9%
42LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$228.4M0.55%+2,835,183NEW
43FERGFERGUSON ENTERPRISES INC$229.58-0.44%$227.2M0.55%+248,220+34.2%
44FOXAFOX CORP$66.892.06%$226.0M0.55%1,017,805−20.8%
45ACNACCENTURE PLC IRELAND$178.25-0.34%$221.1M0.53%+1,115,000NEW
46ADIANALOG DEVICES INC$401.39-6.38%$220.7M0.53%+693,623NEW
47CBCHUBB LTD SWITZ$326.273.74%$219.7M0.53%+134,729+25.0%
48LMTLOCKHEED MARTIN CORP$523.760.91%$219.4M0.53%+363,084NEW
49430TERNS PHARMACEUTICALS INC$217.0M0.52%+1,340,335+48.3%
50CRSCARPENTER TECHNOLOGY CORP$483.60-1.83%$216.3M0.52%+131,980+31.7%
51DOWDOW HLDGS INC$33.97-2.36%$213.3M0.51%+1,149,398+28.9%
52AZOAUTOZONE INC$3116.431.12%$209.2M0.50%16,062−20.6%
53CATCATERPILLAR INC$904.28-3.85%$207.5M0.50%+142,937+95.3%
54WDCWESTERN DIGITAL CORP$511.72-11.08%$206.1M0.50%173,096−18.5%
55CSXCSX CORP$46.991.64%$204.8M0.49%+73,243+1.5%
56TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$202.0M0.49%575,865−49.1%
57MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$194.4M0.47%+436,284+3722.9%
58SNDKSANDISK CORP$1559.32-11.39%$194.3M0.47%+305,770NEW
59SBUXSTARBUCKS CORP$95.291.22%$191.0M0.46%+2,132,307NEW
60PANWPALO ALTO NETWORKS INC$272.05-2.58%$189.9M0.46%+940,705+386.0%
61TXRHTEXAS ROADHOUSE INC$170.465.68%$185.2M0.45%308,173−21.6%
62VIKVIKING HOLDINGS LTD$89.94-0.06%$181.5M0.44%1,827,216−42.5%
63POSTPOST HLDGS INC$90.431.93%$174.7M0.42%+609,100+52.6%
64STZCONSTELLATION BRANDS INC$140.912.27%$173.4M0.42%716−0.1%
65LLYELI LILLY & CO$1131.420.55%$172.3M0.42%+24,139+14.8%
66NOWSERVICENOW INC$112.45-5.79%$169.9M0.41%3,010−0.2%
67TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$167.7M0.40%+124,766+57.6%
68NEENEXTERA ENERGY INC$85.840.19%$165.5M0.40%+1,087,124+156.4%
69EATBRINKER INTL INC$140.462.90%$162.9M0.39%249,670−18.0%
70ATIATI INC$177.47-2.00%$159.7M0.39%+25,843+2.4%
71MASMASCO CORP$69.41-0.72%$158.2M0.38%1,500,006−36.4%
72YUMYUM BRANDS INC$150.871.88%$157.5M0.38%+1,013,010NEW
73HALHALLIBURTON CO$39.18-4.95%$156.3M0.38%+4,008,056NEW
74KRKROGER CO$63.572.14%$151.8M0.37%+2,098,523NEW
75GKOSGLAUKOS CORP$125.002.72%$149.0M0.36%+84,421+6.5%
76DHID R HORTON INC$145.60-0.55%$148.1M0.36%+899,954+501.8%
77IRTCIRHYTHM HOLDINGS INC$108.110.70%$147.4M0.36%+565,090+82.7%
78GMGENERAL MTRS CO$82.11-1.33%$146.9M0.35%1,696,098−46.2%
79CARTMAPLEBEAR INC$41.26-0.53%$146.5M0.35%1,560,157−28.5%
80SPGIS&P GLOBAL INC$424.441.03%$146.5M0.35%1,209,113−77.8%
81TOLTOLL BROTHERS INC$137.91-1.37%$144.6M0.35%+61,222+6.1%
82VALEVALE S A$15.23-3.42%$141.0M0.34%+1,331,993+17.7%
83COINCOINBASE GLOBAL INC$152.40-7.15%$140.4M0.34%+804,000NEW
84JAZZJAZZ PHARMACEUTICALS PLC$238.57-0.62%$138.7M0.33%+144,170+24.4%
85DGDOLLAR GEN CORP$103.700.17%$138.7M0.33%1,038,360−47.1%
86CPTCAMDEN PPTY TR$112.600.53%$138.5M0.33%+7,277+0.5%
87CVXCHEVRON CORPORATION$187.31-0.55%$133.2M0.32%72,220−10.1%
88DASHDOORDASH INC$156.80-2.04%$131.8M0.32%+662,895+308.3%
89ENPHENPHASE ENERGY INC$56.07-18.01%$127.1M0.31%85,301−2.5%
90CLSCELESTICA INC$371.71-12.61%$126.4M0.30%+448,716NEW
91LPLALPL FINL HLDGS INC$288.49-1.15%$125.6M0.30%+55,283+15.3%
92TPRTAPESTRY INC$140.10-0.26%$122.6M0.30%281,442−24.5%
93FASTFASTENAL CO$46.79-0.78%$121.8M0.29%+2,624,456NEW
94CHWYCHEWY INC$20.64-0.86%$121.0M0.29%2,741,858−38.0%
95URIUNITED RENTALS INC$1067.77-1.55%$117.9M0.28%301,805−65.1%
96JPMJPMORGAN CHASE & CO$312.370.48%$117.5M0.28%+89,092+28.7%
97AVBAVALONBAY CMNTYS INC$189.720.28%$116.3M0.28%179,747−20.2%
98LOWLOWES COS INC$210.741.55%$113.5M0.27%+480,536NEW
99TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$111.4M0.27%+241,760+75.1%
100QCOMQUALCOMM INC$215.94-10.98%$110.4M0.27%+857,000NEW
101NOCNORTHROP GRUMMAN CORP$110.2M0.27%+35,248+27.9%
102AVGOBROADCOM INC$105.8M0.26%+341,804NEW
103VRTVERTIV HOLDINGS CO$104.7M0.25%58,807−12.3%
104SAIASAIA INC$104.5M0.25%+268,032+913.4%
105MCDMCDONALDS CORP$104.0M0.25%961,713−74.2%
106WCCWESCO INTL INC$103.8M0.25%+379,344NEW
107FANGDIAMONDBACK ENERGY INC$103.6M0.25%721,095−57.9%
108KNXKNIGHT-SWIFT TRANSN HLDGS IN$101.3M0.24%334,103−16.0%
109MPCMARATHON PETE CORP$101.1M0.24%+414,134NEW
110MSMORGAN STANLEY$100.6M0.24%1,118,318−64.7%
111ABNBAIRBNB INC$99.9M0.24%+275,304+53.3%
112BGBUNGE GLOBAL SA$98.4M0.24%+192,689+33.2%
113ADPAUTOMATIC DATA PROCESSING IN$97.9M0.24%+350,041+265.3%
114BUDANHEUSER BUSCH INBEV SA NV$94.4M0.23%+320,589+30.8%
115ADBEADOBE INC$94.3M0.23%HELD
116ICLRICON PLC$93.0M0.22%+678,862+419.1%
117SRRKSCHOLAR ROCK HLDG CORP$93.0M0.22%+503,807+36.3%
118CCL1EURCARNIVAL CORP$92.1M0.22%1,405,722−28.3%
119TYLTYLER TECHNOLOGIES INC$89.6M0.22%325,414−55.4%
120PCORPROCORE TECHNOLOGIES INC$88.4M0.21%598,399−27.8%
121XENEXENON PHARMACEUTICALS INC$88.3M0.21%+236,605+18.5%
122CHDCHURCH & DWIGHT CO INC$87.8M0.21%+940,935NEW
123WELLWELLTOWER INC$87.7M0.21%+443,765NEW
124KKRKKR & CO INC$87.6M0.21%+232,704+32.6%
125COGTCOGENT BIOSCIENCES INC$86.6M0.21%+1,071,988+91.0%
126WLKWESTLAKE CORPORATION$85.3M0.21%490,587−40.2%
127QQNITY ELECTRONICS INC$83.7M0.20%1,234,780−63.0%
128RGENREPLIGEN CORP$83.5M0.20%252,151−26.2%
129GLWCORNING INC$83.1M0.20%+455,758+292.6%
130IDXXIDEXX LABS INC$83.0M0.20%+102,011+223.1%
131TNGXTANGO THERAPEUTICS INC$82.3M0.20%+3,932,603NEW
132ALKSALKERMES PLC$81.9M0.20%+2,317,326NEW
133ABTABBOTT LABORATORIES$81.2M0.20%52,484−6.2%
134BLTEBELITE BIO INC$78.8M0.19%+410,428+488.2%
135TERTERADYNE INC$78.5M0.19%+264,814NEW
136OXYOCCIDENTAL PETE CORP$78.4M0.19%+1,206,194NEW
137NUNU HLDGS LTD$78.4M0.19%82,786−1.5%
138EOGEOG RES INC$76.8M0.19%+531,193NEW
139CPCANADIAN PACIFIC KANSAS CITY$76.8M0.19%+976,278NEW
140COPCONOCOPHILLIPS$76.5M0.18%1,677,768−74.3%
141LPXLOUISIANA PAC CORP$74.7M0.18%+133,615+15.0%
142ONONON HLDG AG$71.9M0.17%285,922−11.9%
143WMBWILLIAMS COS INC$71.6M0.17%799,524−44.8%
144ROKUROKU INC$70.4M0.17%8,430−1.1%
145WCNWASTE CONNECTIONS INC$69.8M0.17%+429,871NEW
146KYMRKYMERA THERAPEUTICS INC$69.7M0.17%+75,550+9.9%
147PSXPHILLIPS 66$69.6M0.17%991,550−72.2%
148EQREQUITY RESIDENTIAL$69.0M0.17%+463,549+65.9%
149MRKMERCK & CO INC$68.9M0.17%313,293−35.4%
150LITELUMENTUM HLDGS INC$68.5M0.17%24,221−19.9%
151CASYCASEYS GEN STORES INC$67.6M0.16%162,791−63.7%
152CDNSCADENCE DESIGN SYSTEM INC$67.5M0.16%70,029−22.4%
153RBARB GLOBAL INC$66.8M0.16%142,037−16.9%
154GMEDGLOBUS MED INC$66.7M0.16%+773,834NEW
155MMM3M CO$65.3M0.16%1,735,802−79.4%
156NVONOVO-NORDISK A S$64.2M0.15%+565,080+47.9%
157SSBSOUTHSTATE BK CORP$64.0M0.15%+369,937+115.1%
158FTNTFORTINET INC$63.3M0.15%+211,723+37.6%
159CECELANESE CORP DEL$62.2M0.15%+849,020+875.4%
160DNLIDENALI THERAPEUTICS INC$61.4M0.15%+42,695+1.4%
161MELIMERCADOLIBRE INC$61.3M0.15%+15,435+77.2%
162SPYSTATE STR SPDR S&P 500 ETF T$61.2M0.15%+9,540+11.3%
163DEDEERE & CO$60.7M0.15%+107,711NEW
164PBRPETROLEO BRASILEIRO S A$60.5M0.15%+2,914,163NEW
165ICEINTERCONTINENTAL EXCHANGE IN$60.4M0.15%68,773−15.2%
166ADCAGREE RLTY CORP$59.6M0.14%+403,266+104.2%
167PFGCPERFORMANCE FOOD GROUP CO$59.3M0.14%1,669,812−70.7%
168EWEDWARDS LIFESCIENCES CORP$59.1M0.14%1,512,944−67.2%
169GNRCGENERAC HLDGS INC$58.9M0.14%280,765−48.2%
170NRGNRG ENERGY INC$57.6M0.14%70,222−15.1%
171UUNITY SOFTWARE INC$56.5M0.14%+2,577,348NEW
172AAALCOA CORP$56.0M0.14%+205,809+32.2%
173WDAYWORKDAY INC$55.0M0.13%+423,028NEW
174IBNICICI BANK LIMITED$54.7M0.13%+1,266,290+149.6%
175ELVELEVANCE HEALTH INC FORMERLY$54.4M0.13%+185,990NEW
176LINLINDE PLC$53.7M0.13%22,266−17.0%
177ZBHZIMMER BIOMET HOLDINGS INC$53.7M0.13%+593,705NEW
178BEBLOOM ENERGY CORP$51.5M0.12%+380,000NEW
179ITTITT INC$51.3M0.12%+151,668+128.8%
180WSTWEST PHARMACEUTICAL SVSC INC$51.0M0.12%+75,904+59.4%
181NCLHNORWEGIAN CRUISE LINE HLDGS$50.6M0.12%+2,704,156NEW
182DISDISNEY WALT CO$50.0M0.12%+518,786NEW
183TFXTELEFLEX INCORPORATED$49.7M0.12%+72,434+21.1%
184ENTGENTEGRIS INC$48.7M0.12%396,307−48.8%
185VSTVISTRA CORP$48.2M0.12%+320,602NEW
186CAHCARDINAL HEALTH INC$47.1M0.11%766,704−77.5%
187BLDRBUILDERS FIRSTSOURCE INC$46.3M0.11%+529,566+1589.6%
188SNSHARKNINJA INC$46.3M0.11%+90,946+26.3%
189SCHWSCHWAB CHARLES CORP$45.2M0.11%201,469−29.5%
190SUSUNCOR ENERGY INC NEW$44.9M0.11%381,180−36.0%
191JHXJAMES HARDIE INDS PLC$44.0M0.11%+2,223,898+2251.0%
192SATSECHOSTAR CORP$43.9M0.11%212,742−36.2%
193FPSFORGENT POWER SOLUTIONS INC$43.0M0.10%+1,468,749NEW
194CELCCELCUITY INC$42.2M0.10%325,361−46.8%
195PNCPNC FINL SVCS GROUP INC$42.2M0.10%143,667−41.5%
196ESIELEMENT SOLUTIONS INC$40.4M0.10%+1,184,209NEW
197TLNTALEN ENERGY CORP$40.2M0.10%+125,940NEW
198ALLYALLY FINL INC$39.9M0.10%+1,017,897NEW
199HDBHDFC BANK LTD$39.5M0.10%+881,219+124.8%
200AMDADVANCED MICRO DEVICES INC$38.7M0.09%730,000−79.3%
201HSTHOST HOTELS & RESORTS INC$38.3M0.09%+1,998,342NEW
202BTSGBRIGHTSPRING HEALTH SVCS INC$38.0M0.09%+796,884+836.0%
203PAYPPAYPAY CORP$38.0M0.09%+1,781,290NEW
204AMHAMERICAN HOMES 4 RENT$37.9M0.09%+781,651+135.7%
205RACEFERRARI N V$37.4M0.09%+62,114+128.7%
206MDLNMEDLINE INC$37.0M0.09%+253,700+43.8%
207TEXTEREX CORP NEW$37.0M0.09%+558,742+829.2%
208CBOECBOE GLOBAL MKTS INC$36.9M0.09%+123,468+1587.2%
209FTITECHNIPFMC PLC$36.9M0.09%+533,582NEW
210FIXCOMFORT SYS USA INC$36.8M0.09%+19,667+280.5%
211LBRTLIBERTY ENERGY INC$36.7M0.09%415,720−24.6%
212BKBANK NEW YORK MELLON CORP$36.6M0.09%+308,934NEW
213PENPENUMBRA INC$36.3M0.09%360,734−76.5%
214MRSHMARSH & MCLENNAN COS INC$35.3M0.09%1,568−0.8%
215LMNDLEMONADE INC$34.7M0.08%229,187−29.3%
216KMXCARMAX INC$34.4M0.08%+826,142NEW
217EBAYEBAY INC.$34.0M0.08%+374,019NEW
218CEGCONSTELLATION ENERGY CORP$33.9M0.08%+121,520NEW
219BACBANK AMERICA CORP$33.7M0.08%+131,716+23.5%
220ALBALBEMARLE CORP$33.3M0.08%+155,305+514.8%
221WFRDWEATHERFORD INTL PLC$33.1M0.08%552,443−61.2%
222MTZMASTEC INC$32.7M0.08%307,022−75.1%
223OKEONEOK INC NEW$32.3M0.08%536,363−60.0%
224EVREVERCORE INC$32.2M0.08%131,769−55.0%
225COFCAPITAL ONE FINL CORP$31.5M0.08%624,292−78.3%
226PTENPATTERSON-UTI ENERGY INC$31.0M0.07%5,430,121−65.5%
227JLLJONES LANG LASALLE INC$30.8M0.07%+10,797+11.9%
228CCJCAMECO CORP$30.8M0.07%484,148−63.1%
229BLKBLACKROCK INC$30.2M0.07%201−0.6%
230VRTXVERTEX PHARMACEUTICALS INC$30.2M0.07%+66,140+4475.0%
231ARANTERO RESOURCES CORP$30.1M0.07%+708,417NEW
232CMCSACOMCAST CORP NEW$30.1M0.07%5,534,783−84.1%
233BROSDUTCH BROS INC$29.5M0.07%21,855−3.6%
234TAT&T INC$29.0M0.07%3,374,906−77.1%
235ABVXABIVAX SA$28.8M0.07%HELD
236FITBFIFTH THIRD BANCORP$28.1M0.07%308,696−33.8%
237TDGTRANSDIGM GROUP INC$27.9M0.07%32,127−57.1%
238DARDARLING INGREDIENTS INC$27.4M0.07%625,582−58.5%
239FISFIDELITY NATL INFORMATION SV$27.3M0.07%+582,349NEW
240RBRKRUBRIK INC.$27.2M0.07%+30,713+5.9%
241FLGFLAGSTAR BANK NATIONAL ASSOC$27.1M0.07%+2,056,050NEW
242TGTTARGET CORP$27.0M0.07%+223,051NEW
243MCOMOODYS CORP$26.6M0.06%180,633−74.8%
244ORCLORACLE CORP$26.4M0.06%+179,752NEW
245SESEA LTD$26.0M0.06%HELD
246SNOWSNOWFLAKE INC$26.0M0.06%+172,426NEW
247HWMHOWMET AEROSPACE INC$25.9M0.06%14,657−11.5%
248HBANHUNTINGTON BANCSHARES INC$25.8M0.06%12,898−0.8%
249BRBRBELLRING BRANDS INC$24.0M0.06%+1,489,326NEW
250WTFCWINTRUST FINL CORP$23.7M0.06%91,056−34.8%
251INVHINVITATION HOMES INC$23.5M0.06%+766,227+428.6%
252FRPTFRESHPET INC$23.0M0.06%+385,673+10345.3%
253WHWYNDHAM HOTELS & RESORTS INC$22.8M0.06%+281,031NEW
254FUTUFUTU HLDGS LTD$22.8M0.06%HELD
255VRSNVERISIGN INC$22.2M0.05%+89,537NEW
256KVUEKENVUE INC$22.2M0.05%1,503,717−53.8%
257PTGXPROTAGONIST THERAPEUTICS INC$22.1M0.05%103−0.0%
258BENFRANKLIN RESOURCES INC$21.0M0.05%+616,453+224.6%
259DFTXDEFINIUM THERAPEUTICS INC$20.6M0.05%+1,091,967NEW
260NESRNATIONAL ENERGY SERVICES REU$20.4M0.05%+130,842+16.0%
261CVECENOVUS ENERGY INC$20.2M0.05%+761,052NEW
262PFSIPENNYMAC FINL SVCS INC NEW$20.0M0.05%+226,849+11001.4%
263IRTINDEPENDENCE RLTY TR INC$19.9M0.05%+399,782+42.8%
264SUNCSUNOCOCORP LLC$19.9M0.05%320,954−49.9%
265CHYMCHIME FINL INC$19.6M0.05%+1,045,060NEW
266JANJANUS LIVING INC$19.4M0.05%+823,625NEW
267LRCXLAM RESEARCH CORP$19.4M0.05%68,615−43.1%
268NEMNEWMONT CORP$19.1M0.05%6,613−3.6%
269AKAMAKAMAI TECHNOLOGIES INC$19.1M0.05%+166,226NEW
270DKNGDRAFTKINGS INC NEW$18.9M0.05%954,972−52.2%
271KGSKODIAK GAS SVCS INC$18.8M0.05%+321,595NEW
272BWXTBWX TECHNOLOGIES INC$18.6M0.04%+90,721NEW
273AXGNAXOGEN INC$18.3M0.04%+553,803NEW
274BIDUBAIDU INC$18.2M0.04%+163,419NEW
275MSCIMSCI INC$17.9M0.04%+33,280NEW
276XLPSELECT SECTOR SPDR TR$17.6M0.04%41,582−16.2%
277MRPMILLROSE PPTYS INC$17.3M0.04%+617,783NEW
278TRUTRANSUNION$17.0M0.04%+91,388+59.4%
279SXTSENSIENT TECHNOLOGIES CORP$16.4M0.04%247,417−56.6%
280TWSTTWIST BIOSCIENCE CORP$16.4M0.04%+344,758NEW
281CAVACAVA GROUP INC$16.1M0.04%389,544−66.2%
282PRPERMIAN RESOURCES CORP$16.1M0.04%4,203,665−84.8%
283WOOFPETCO HEALTH & WELLNESS CO I$16.0M0.04%1,439,307−20.0%
284CVNACARVANA CO$15.7M0.04%200,000−80.0%
285KMBKIMBERLY-CLARK CORP$15.7M0.04%1,042,530−86.5%
286NDAQNASDAQ INC$15.6M0.04%+184,023NEW
287CGCARLYLE GROUP INC$15.4M0.04%+317,967NEW
288LIONLIONSGATE STUDIOS CORP$15.3M0.04%246,836−13.4%
289MDAMDA SPACE LTD$15.0M0.04%+593,223NEW
290FLEXFLEXTRONICS INTL LTD$15.0M0.04%+228,683NEW
291EHCENCOMPASS HEALTH CORP$14.5M0.04%253,811−62.8%
292GAPGAP INC$14.5M0.04%2,976,603−83.2%
293ULUNILEVER PLC$14.2M0.03%+200,000+400.0%
294MOALTRIA GROUP INC$14.1M0.03%+214,092NEW
295ANAUTONATION INC$14.1M0.03%561,980−88.6%
296LYVLIVE NATION ENTERTAINMENT IN$13.8M0.03%+90,482NEW
297CBRECBRE GROUP INC$13.8M0.03%+81,564+402.0%
298FHNFIRST HORIZON CORPORATION$13.5M0.03%1,622,240−73.2%
299CUBECUBESMART$13.4M0.03%+230,731+170.7%
300RUNSUNRUN INC$12.8M0.03%+944,705NEW
301LULULULULEMON ATHLETICA INC$12.5M0.03%557,978−87.3%
302GPKGRAPHIC PACKAGING HLDG CO$12.3M0.03%+1,043,536+531.6%
303ERASERASCA INC$12.3M0.03%+760,722NEW
304CNMCORE & MAIN INC$12.2M0.03%1,276,578−83.8%
305HIMSHIMS & HERS HEALTH INC$12.1M0.03%+583,174NEW
306BDXBECTON DICKINSON & CO$12.1M0.03%1,088,801−93.4%
307EQPTEQUIPMENTSHARE COM INC$12.0M0.03%+588,450NEW
308SPHRSPHERE ENTERTAINMENT CO$11.8M0.03%69,425−40.9%
309RHPRYMAN HOSPITALITY PPTYS INC$11.6M0.03%112,890−47.3%
310PONYPONY AI INC$11.6M0.03%+1,224,555NEW
311MLTXMOONLAKE IMMUNOTHERAPEUTICS$11.2M0.03%+600,000NEW
312FIGRFIGURE TECHNOLOGY SOLUTIO$11.1M0.03%+326,538NEW
313PEGPUBLIC SVC ENTERPRISE GROUP$10.8M0.03%+88,444+199.2%
314ULTAULTA BEAUTY INC$10.7M0.03%HELD
315COMPCOMPASS INC$10.2M0.02%+1,392,636NEW
316CHRDCHORD ENERGY CORPORATION$10.1M0.02%+28,048+65.3%
317CIENCIENA CORP$9.9M0.02%404,607−94.1%
318CDWCDW CORP$9.7M0.02%+15,358+23.7%
319EWBCEAST WEST BANCORP INC$9.6M0.02%+58,981+192.2%
320LLYVKLIBERTY LIVE HOLDINGS INC$9.4M0.02%HELD
321GLIBKGCI LIBERTY INC$9.3M0.02%161,856−39.3%
322TNDMTANDEM DIABETES CARE INC$9.2M0.02%+460,941+2807.5%
323ORKAORUKA THERAPEUTICS INC$9.1M0.02%+185,513NEW
324GGGGRACO INC$9.1M0.02%+29,720+38.3%
325LSTRLANDSTAR SYS INC$8.9M0.02%+15,463+38.7%
326CWCURTISS WRIGHT CORP$8.8M0.02%+12,933NEW
327AVYAVERY DENNISON CORP$8.8M0.02%3,461−6.4%
328PCTYPAYLOCITY HLDG CORP$8.7M0.02%+32,295+66.9%
329CBSHCOMMERCE BANCSHARES INC$8.5M0.02%+70,402+68.1%
330ACIALBERTSONS COS INC$8.5M0.02%+315,305+172.6%
331XRAYDENTSPLY SIRONA INC$8.3M0.02%+603,512+540.4%
332OGEOGE ENERGY CORP$8.2M0.02%+55,510+47.7%
333RKTROCKET COS INC$8.0M0.02%6,370,973−91.9%
334GLPIGAMING & LEISURE P$8.0M0.02%673,003−79.0%
335CMSCMS ENERGY CORP$7.9M0.02%+86,613+591.0%
336AFRMAFFIRM HLDGS INC$7.8M0.02%+170,026NEW
337GPCRSTRUCTURE THERAPEUTICS INC$7.7M0.02%+159,009NEW
338XYLXYLEM INC$7.5M0.02%+63,027NEW
339PEVERPURE INC$7.5M0.02%132,964−51.3%
340BWABORGWARNER INC$7.4M0.02%+137,237NEW
341PNFPPINNACLE FINL PARTNERS INC$7.4M0.02%+85,799NEW
342JBLJABIL INC$7.3M0.02%+26,659+2725.9%
343BF/BBROWN FORMAN CORP$7.3M0.02%+258,074+1338.3%
344MKTXMARKETAXESS HLDGS INC$7.2M0.02%171,056−79.6%
345FISVFISERV INC$7.2M0.02%1,300,729−91.0%
346MSGEMADISON SQUARE GARDEN ENTMT$7.1M0.02%HELD
347DNOWDNOW INC$7.1M0.02%+597,700NEW
348SAROSTANDARDAERO INC$7.0M0.02%+272,002NEW
349RRCRANGE RES CORP$7.0M0.02%1,760,937−91.9%
350JBLUJETBLUE AIRWAYS CORP$7.0M0.02%+1,580,441NEW
351PCSCPERCEPTIVE CAP SOLUTIONS COR$6.9M0.02%HELD
352RDNTRADNET INC$6.7M0.02%+120,154NEW
353KDPKEURIG DR PEPPER INC$6.6M0.02%+252,301NEW
354LNTALLIANT ENERGY CORP$6.6M0.02%23,926−20.6%
355IVZINVESCO LTD$6.6M0.02%2,196,459−89.0%
356EXEEXPAND ENERGY CORPORATION$6.6M0.02%774,326−92.8%
357CAGCONAGRA BRANDS INC$6.6M0.02%+73,990+21.6%
358LECOLINCOLN ELEC HLDGS INC$6.4M0.02%+25,890NEW
359CNTACENTESSA PHARMACEUTICALS PLC$6.4M0.02%+59,345+58.4%
360EXPEAGLE MATLS INC$6.3M0.02%+9,253+38.2%
361VICIVICI PPTYS INC$6.3M0.02%+231,641NEW
362VLTOVERALTO CORP$6.3M0.02%+61,430+644.1%
363NWSANEWS CORP NEW$6.3M0.02%+206,980+464.5%
364TNLTRAVEL PLUS LEISURE CO$6.3M0.02%+90,433NEW
365BFAMBRIGHT HORIZONS FAM SOL IN D$6.1M0.01%+50,050+203.0%
366APOAPOLLO GLOBAL MGMT INC$6.1M0.01%+54,580NEW
367CHDNCHURCHILL DOWNS INC$6.0M0.01%+9,989+17.6%
368ITGARTNER INC$6.0M0.01%+10,762+39.9%
369SMSM ENERGY COMPANY$6.0M0.01%+74,685+64.0%
370PRUPRUDENTIAL FINL INC$6.0M0.01%+56,359+1210.2%
371PODDINSULET CORP$6.0M0.01%+28,362NEW
372WPCWP CAREY INC$5.9M0.01%+86,694NEW
373AYIACUITY INC$5.9M0.01%+21,015NEW
374ALABASTERA LABS INC$5.9M0.01%+53,443NEW
375SWKSSKYWORKS SOLUTIONS INC$5.8M0.01%+94,075+623.7%
376BROBROWN & BROWN INC$5.8M0.01%+89,325NEW
377GNTXGENTEX CORP$5.8M0.01%+75,365+39.6%
378ZSZSCALER INC$5.7M0.01%239,433−85.5%
379ACMAECOM$5.6M0.01%+10,117+18.0%
380BOHBANK HAWAII CORP$5.6M0.01%+15,730+26.3%
381AFGAMERICAN FINANCIAL GROUP INC$5.6M0.01%+14,903+51.4%
382RLIRLI CORP$5.6M0.01%+34,818+55.1%
383PINSPINTEREST INC$5.6M0.01%+303,439NEW
384HOGHARLEY DAVIDSON INC$5.5M0.01%+168,938+165.2%
385TEVATEVA PHARMACEUTICAL INDS LTD$5.4M0.01%+180,849NEW
386KHCKRAFT HEINZ CO$5.3M0.01%+235,532NEW
387FNBF N B CORP$5.2M0.01%+313,793NEW
388UMBFUMB FINL CORP$5.2M0.01%+15,184+49.3%
389ONBOLD NATL BANCORP IND$5.2M0.01%100,462−30.0%
390AMTAMERICAN TOWER CORP$5.2M0.01%1,810−5.7%
391TMHCTAYLOR MORRISON HOME CORP$5.1M0.01%+36,475+70.9%
392AIGAMERICAN INTL GROUP INC$5.1M0.01%+67,831NEW
393AREALEXANDRIA REAL ESTATE EQ IN$5.1M0.01%+79,502+262.2%
394MAAMID-AMER APT CMNTYS INC$5.1M0.01%6,556−13.6%
395GPCGENUINE PARTS CO$5.1M0.01%+39,871+498.7%
396PBPROSPERITY BANCSHARES INC$5.0M0.01%+25,201+50.6%
397ZIONZIONS BANCORPORATION NATL AS$5.0M0.01%54,127−38.2%
398ERIEERIE INDTY CO$5.0M0.01%+9,719+96.2%
399RYNRAYONIER INC$5.0M0.01%+127,811+112.9%
400SFMSPROUTS FMRS MKT INC$4.9M0.01%+28,017+79.8%
401PPGPPG INDS INC$4.9M0.01%108,883−70.5%
402APGEAPOGEE THERAPEUTICS INC$4.8M0.01%+57,473NEW
403ACLSAXCELIS TECHNOLOGIES INC$4.8M0.01%+35,896+228.9%
404EGEVEREST GROUP LTD$4.8M0.01%+10,324+240.0%
405ATRAPTARGROUP INC$4.8M0.01%+18,346+94.0%
406FLOFLOWERS FOODS INC$4.8M0.01%+192,056+49.0%
407DOCNDIGITALOCEAN HLDGS INC$4.7M0.01%+54,887NEW
408OLNOLIN CORP$4.7M0.01%+310+0.2%
409HOMBHOME BANCSHARES INC$4.7M0.01%+56,268+48.3%
410BXPBXP INC$4.6M0.01%+89,578NEW
411UWMCUWM HOLDINGS CORPORATION$4.6M0.01%+1,095,677+589.9%
412STRLSTERLING INFRASTRUCTURE INC$4.6M0.01%+11,388NEW
413DTMDT MIDSTREAM INC$4.6M0.01%335,359−90.7%
414FFIVF5 INC$4.6M0.01%+8,465+112.4%
415CCICROWN CASTLE INC$4.6M0.01%+42,487+299.0%
416BSYBENTLEY SYS INC$4.6M0.01%+119,470+1020.3%
417ONTOONTO INNOVATION INC$4.6M0.01%+12,469+125.6%
418GLOBGLOBANT S A$4.6M0.01%+43,448+78.6%
419HLNEHAMILTON LANE INC$4.5M0.01%+18,132+65.8%
420FLYFIREFLY AEROSPACE INC$4.5M0.01%+158,456NEW
421POWIPOWER INTEGRATIONS INC$4.5M0.01%+14,296+19.4%
422TFCTRUIST FINL CORP$4.5M0.01%+97,226NEW
423MWHSOLV ENERGY INC$4.4M0.01%+147,388NEW
424MORNMORNINGSTAR INC$4.4M0.01%+25,983NEW
425UBSIUNITED BANKSHARES INC WEST V$4.4M0.01%+30,395+40.4%
426DLRDIGITAL RLTY TR INC$4.4M0.01%+24,223NEW
427OLEDUNIVERSAL DISPLAY CORP$4.3M0.01%+37,600+381.8%
428EMEEMCOR GROUP INC$4.3M0.01%+3,065+108.6%
429MYRGMYR GROUP INC$4.3M0.01%+11,278+274.6%
430BBWIBATH & BODY WORKS INC$4.3M0.01%+57,056+32.6%
431VRSKVERISK ANALYTICS INC$4.3M0.01%214,583−90.4%
432MHKMOHAWK INDS INC$4.3M0.01%+21,067+93.2%
433SFDSMITHFIELD FOODS INC$4.3M0.01%131,637−46.2%
434COLDAMERICOLD REALTY TRUST INC$4.3M0.01%+373,134NEW
435RMBSRAMBUS INC DEL$4.3M0.01%+49,604NEW
436KBHKB HOME$4.3M0.01%+82,379NEW
437AWKAMERICAN WTR WKS CO INC NEW$4.2M0.01%+12,017+62.8%
438KEXKIRBY CORP$4.1M0.01%13,806−30.7%
439IRDMIRIDIUM COMMUNICATIONS INC$4.1M0.01%+8,219+5.8%
440WWDWOODWARD INC$4.1M0.01%99,106−89.7%
441MAZEMAZE THERAPEUTICS INC$4.1M0.01%+136,168NEW
442BCCBOISE CASCADE CO DEL$4.0M0.01%+15,871+42.4%
443LYFTLYFT INC$3.9M0.01%+296,351NEW
444TTCTORO CO$3.9M0.01%26,574−39.0%
445RPMRPM INTL INC$3.9M0.01%+39,134NEW
446GDDYGODADDY INC$3.9M0.01%+47,018NEW
447OLLIOLLIES BARGAIN OUTLET HLDGS$3.9M0.01%+34,768+475.9%
448UFPIUFP INDUSTRIES INC$3.8M0.01%216−0.5%
449UDRUDR INC$3.8M0.01%+6,705+6.4%
450LADLITHIA MTRS INC$3.8M0.01%+15,025NEW
451CSGPCOSTAR GROUP INC$3.8M0.01%+92,988NEW
452LWLAMB WESTON HLDGS INC$3.7M0.01%+75,940+606.0%
453AXONAXON ENTERPRISE INC$3.7M0.01%+3,278+60.0%
454DVDOUBLEVERIFY HLDGS INC$3.7M0.01%+171,176+78.1%
455BMIBADGER METER INC$3.7M0.01%+18,053+296.6%
456LCIDLUCID GROUP INC$3.7M0.01%+222,964+137.5%
457VOYAVOYA FINANCIAL INC$3.6M0.01%16,700−23.9%
458MTGMGIC INVT CORP WIS$3.6M0.01%+70,126+104.2%
459CROXCROCS INC$3.6M0.01%+37,768+712.1%
460HRHEALTHCARE RLTY TR$3.6M0.01%+210,264NEW
461FSLRFIRST SOLAR INC$3.6M0.01%+18,064NEW
462MATMATTEL INC$3.6M0.01%+119,591+95.6%
463CNRCORE NATURAL RESOURCES INC$3.6M0.01%+6,716+24.7%
464NSITINSIGHT ENTERPRISES INC$3.6M0.01%+25,644+93.6%
465KAIKADANT INC$3.5M0.01%+8,391+224.2%
466VMIVALMONT INDS INC$3.5M0.01%+272+3.2%
467EXPOEXPONENT INC$3.5M0.01%+23,255+75.5%
468LINELINEAGE INC$3.5M0.01%+40,387+60.4%
469HESMHESS MIDSTREAM LP$3.5M0.01%+70,213+349.0%
470JOBYJOBY AVIATION INC$3.5M0.01%+402,849+2481.7%
471UPSTUPSTART HLDGS INC$3.5M0.01%+125,892+1392.3%
472WSCWILLSCOT HLDGS CORP$3.4M0.01%15,344−7.2%
473QRVOQORVO INC$3.4M0.01%+44,350NEW
474VCVISTEON CORP$3.4M0.01%+21,809+144.5%
475CRBGCOREBRIDGE FINL INC$3.3M0.01%+42,846+44.1%
476CBTCABOT CORP$3.3M0.01%+21,446+93.8%
477HUBSHUBSPOT INC$3.3M0.01%+13,646NEW
478PNRPENTAIR PLC$3.3M0.01%+37,921NEW
479SEICSEI INVTS CO$3.3M0.01%477−1.1%
480KMPRKEMPER CORP$3.3M0.01%+47,415+78.6%
481LOPEGRAND CANYON ED INC$3.3M0.01%+17,712+1098.8%
482AMTMAMENTUM HOLDINGS INC$3.2M0.01%+43,876+55.3%
483AMRALPHA METALLURGICAL RESOUR I$3.2M0.01%+9,445+152.3%
484FELEFRANKLIN ELEC INC$3.2M0.01%+15,426+80.3%
485OVVOVINTIV INC$3.2M0.01%3,204,124−98.4%
486XZOEXZEO GROUP INC$3.1M0.01%+214,426NEW
487CCCCCC INTELLIGENT SOLUTIONS HL$3.1M0.01%+53,672+11.5%
488MIDDMIDDLEBY CORP$3.1M0.01%25,219−51.7%
489VVVVALVOLINE INC$3.1M0.01%47,001−33.7%
490THCTENET HEALTHCARE CORP$3.1M0.01%+16,459NEW
491EQHEQUITABLE HLDGS INC$3.1M0.01%26,631−24.2%
492FBINFORTUNE BRANDS INNOVATIONS I$3.1M0.01%140,496−64.2%
493ACHCACADIA HEALTHCARE COMPANY IN$3.1M0.01%+72,051+123.1%
494DOCUDOCUSIGN INC$3.0M0.01%+42,181+191.6%
495NOVTNOVANTA INC$3.0M0.01%14,855−36.6%
496KBRKBR INC$3.0M0.01%+18,729+29.7%
497MSAMSA SAFETY INC$3.0M0.01%1,474−7.5%
498AOSSMITH A O CORP$3.0M0.01%55,407−55.0%
499VNTVONTIER CORPORATION$3.0M0.01%+3,703+4.6%
500MTNVAIL RESORTS INC$3.0M0.01%14,491−38.6%

Source: SEC EDGAR · accession 0001172661-26-002328. 13F discloses long positions only — shorts, foreign equities, and options are excluded.