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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$2.75B6.63%HELD
2NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$1.64B3.96%HELD
3TSLATESLA INC$298.32-2.97%1.59%25.36%$1.32B3.19%HELD
4DHRDANAHER CORP DEL$196.49-1.29%1.74%-29.02%$765.8M1.85%HELD
5XOMEXXON MOBIL CORP$156.752.42%47.33%239.93%$727.2M1.75%HELD
6VVISA INC$368.730.58%9.62%67.02%$656.3M1.58%HELD
7AAPLAPPLE INC$338.19-0.56%67.77%128.17%$632.7M1.53%HELD
8GEVGE VERNOVA INC$900.28-4.57%44.02%516.33%$592.3M1.43%HELD
9PEPPEPSICO INC$143.500.45%6.63%7.02%$546.6M1.32%HELD
10AZNASTRAZENECA PLC$173.300.48%19.22%63.87%$525.2M1.27%HELD
11PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$499.0M1.20%HELD
12ISRGINTUITIVE SURGICAL INC$353.10-2.40%-26.91%0.54%$479.5M1.16%HELD
13HLTHILTON WORLDWIDE HLDGS INC$321.72-0.22%23.59%161.14%$474.5M1.14%HELD
14GEGE AEROSPACE$350.63-3.56%30.82%446.84%$432.0M1.04%HELD
15STXSEAGATE TECHNOLOGY HLDNGS PL$764.432.29%397.86%913.08%$426.1M1.03%HELD
16RSGREPUBLIC SVCS INC$218.911.05%-3.54%89.16%$416.9M1.01%HELD
17PHPARKER-HANNIFIN CORP$951.07-4.03%35.00%241.48%$414.9M1.00%HELD
18MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$413.9M1.00%HELD
19STLDSTEEL DYNAMICS INC$252.34-2.85%109.81%305.31%$412.0M0.99%HELD
20MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$402.3M0.97%HELD
21SHWSHERWIN WILLIAMS CO$343.88-2.93%1.07%18.22%$400.8M0.97%HELD
22CVSCVS HEALTH CORP$105.92-3.13%80.58%49.40%$372.0M0.90%HELD
23GILDGILEAD SCIENCES INC$132.73-1.18%21.77%121.51%$364.0M0.88%HELD
24CPNGCOUPANG INC$15.16-1.81%-47.25%-49.40%$342.5M0.83%HELD
25APDAIR PRODUCTS AND CHEMICALS I$294.270.48%6.71%23.23%$322.7M0.78%HELD
26BSXBOSTON SCIENTIFIC CORP$46.04-0.04%-56.36%1.88%$308.5M0.74%HELD
27GSKGSK PLC$53.22-0.91%48.35%59.96%$304.6M0.73%HELD
28GOOGLALPHABET INC$336.710.90%76.51%132.04%$302.2M0.73%HELD
29MCHPMICROCHIP TECHNOLOGY INC.$71.37-5.73%17.18%6.68%$291.6M0.70%HELD
30ROSTROSS STORES INC$251.960.37%84.88%124.04%$286.6M0.69%HELD
31ROKROCKWELL AUTOMATION INC$459.39-2.50%$282.7M0.68%HELD
32FDXFEDEX CORP$308.61-1.29%$281.8M0.68%HELD
33METAMETA PLATFORMS INC$585.61-1.31%$278.7M0.67%HELD
34WATWATERS CORP$379.48-1.15%$273.1M0.66%HELD
35COHRCOHERENT CORP$222.05-8.75%$268.6M0.65%HELD
36CORCENCORA INC$318.61-0.30%$264.2M0.64%HELD
37EQIXEQUINIX INC$1008.02-2.59%$255.7M0.62%HELD
38BRK/BBERKSHIRE HATHAWAY INC DEL$252.5M0.61%HELD
39XPOXPO INC$199.38-2.61%$243.1M0.59%HELD
40RVMDREVOLUTION MEDICINES INC$180.92-1.60%$240.1M0.58%HELD
41AMATAPPLIED MATLS INC$436.45-8.40%$239.5M0.58%HELD
42LYBLYONDELLBASELL INDUSTRIES NV$60.493.90%$228.4M0.55%HELD
43FERGFERGUSON ENTERPRISES INC$226.20-2.51%$227.2M0.55%HELD
44FOXAFOX CORP$58.952.13%$226.0M0.55%HELD
45ACNACCENTURE PLC IRELAND$173.175.17%$221.1M0.53%HELD
46ADIANALOG DEVICES INC$353.37-3.41%$220.7M0.53%HELD
47CBCHUBB LTD SWITZ$361.90-0.44%$219.7M0.53%HELD
48LMTLOCKHEED MARTIN CORP$569.20-2.08%$219.4M0.53%HELD
49430TERNS PHARMACEUTICALS INC$217.0M0.52%HELD
50CRSCARPENTER TECHNOLOGY CORP$530.62-5.32%$216.3M0.52%HELD
51DOWDOW HLDGS INC$30.455.55%$213.3M0.51%HELD
52AZOAUTOZONE INC$3142.170.75%$209.2M0.50%HELD
53CATCATERPILLAR INC$782.71-6.91%$207.5M0.50%HELD
54WDCWESTERN DIGITAL CORP$462.04-0.32%$206.1M0.50%HELD
55CSXCSX CORP$50.74-0.20%$204.8M0.49%HELD
56TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%$202.0M0.49%HELD
57MSIMOTOROLA SOLUTIONS INC$434.20-1.39%$194.4M0.47%HELD
58SNDKSANDISK CORP$1015.89-7.32%$194.3M0.47%HELD
59SBUXSTARBUCKS CORP$104.141.01%$191.0M0.46%HELD
60PANWPALO ALTO NETWORKS INC$314.15-1.52%$189.9M0.46%HELD
61TXRHTEXAS ROADHOUSE INC$209.162.14%$185.2M0.45%HELD
62VIKVIKING HOLDINGS LTD$102.66-1.80%$181.5M0.44%HELD
63POSTPOST HLDGS INC$97.533.40%$174.7M0.42%HELD
64STZCONSTELLATION BRANDS INC$131.75-0.20%$173.4M0.42%HELD
65LLYELI LILLY & CO$1210.02-0.87%$172.3M0.42%HELD
66NOWSERVICENOW INC$115.764.65%$169.9M0.41%HELD
67TMOTHERMO FISHER SCIENTIFIC INC$576.460.01%$167.7M0.40%HELD
68NEENEXTERA ENERGY INC$88.46-0.92%$165.5M0.40%HELD
69EATBRINKER INTL INC$205.733.78%$162.9M0.39%HELD
70ATIATI INC$177.92-4.85%$159.7M0.39%HELD
71MASMASCO CORP$72.56-11.09%$158.2M0.38%HELD
72YUMYUM BRANDS INC$151.921.09%$157.5M0.38%HELD
73HALHALLIBURTON CO$31.19-0.13%$156.3M0.38%HELD
74KRKROGER CO$59.871.15%$151.8M0.37%HELD
75GKOSGLAUKOS CORP$161.666.83%$149.0M0.36%HELD
76DHID R HORTON INC$147.16-2.65%$148.1M0.36%HELD
77IRTCIRHYTHM HOLDINGS INC$122.444.32%$147.4M0.36%HELD
78GMGENERAL MTRS CO$89.40-1.00%$146.9M0.35%HELD
79CARTMAPLEBEAR INC$45.640.04%$146.5M0.35%HELD
80SPGIS&P GLOBAL INC$419.64-1.11%$146.5M0.35%HELD
81TOLTOLL BROTHERS INC$150.20-3.08%$144.6M0.35%HELD
82VALEVALE S A$14.65-0.34%$141.0M0.34%HELD
83COINCOINBASE GLOBAL INC$160.09-4.65%$140.4M0.34%HELD
84JAZZJAZZ PHARMACEUTICALS PLC$255.97-0.37%$138.7M0.33%HELD
85DGDOLLAR GEN CORP$128.682.15%$138.7M0.33%HELD
86CPTCAMDEN PPTY TR$116.371.16%$138.5M0.33%HELD
87CVXCHEVRON CORPORATION$191.862.28%$133.2M0.32%HELD
88DASHDOORDASH INC$193.53-1.02%$131.8M0.32%HELD
89ENPHENPHASE ENERGY INC$35.07-3.44%$127.1M0.31%HELD
90CLSCELESTICA INC$328.43-6.22%$126.4M0.30%HELD
91LPLALPL FINL HLDGS INC$337.78-1.35%$125.6M0.30%HELD
92TPRTAPESTRY INC$150.11-0.52%$122.6M0.30%HELD
93FASTFASTENAL CO$47.78-0.67%$121.8M0.29%HELD
94CHWYCHEWY INC$23.301.66%$121.0M0.29%HELD
95URIUNITED RENTALS INC$1055.11-3.31%$117.9M0.28%HELD
96JPMJPMORGAN CHASE & CO$344.71-3.53%$117.5M0.28%HELD
97AVBAVALONBAY CMNTYS INC$192.451.08%$116.3M0.28%HELD
98LOWLOWES COS INC$215.68-1.17%$113.5M0.27%HELD
99TTWOTAKE-TWO INTERACTIVE SOFTWAR$246.43-0.48%$111.4M0.27%HELD
100QCOMQUALCOMM INC$155.68-4.42%$110.4M0.27%HELD
101NOCNORTHROP GRUMMAN CORP$110.2M0.27%HELD
102AVGOBROADCOM INC$105.8M0.26%HELD
103VRTVERTIV HOLDINGS CO$104.7M0.25%HELD
104SAIASAIA INC$104.5M0.25%HELD
105MCDMCDONALDS CORP$104.0M0.25%HELD
106WCCWESCO INTL INC$103.8M0.25%HELD
107FANGDIAMONDBACK ENERGY INC$103.6M0.25%HELD
108KNXKNIGHT-SWIFT TRANSN HLDGS IN$101.3M0.24%HELD
109MPCMARATHON PETE CORP$101.1M0.24%HELD
110MSMORGAN STANLEY$100.6M0.24%HELD
111ABNBAIRBNB INC$99.9M0.24%HELD
112BGBUNGE GLOBAL SA$98.4M0.24%HELD
113ADPAUTOMATIC DATA PROCESSING IN$97.9M0.24%HELD
114BUDANHEUSER BUSCH INBEV SA NV$94.4M0.23%HELD
115ADBEADOBE INC$94.3M0.23%HELD
116ICLRICON PLC$93.0M0.22%HELD
117SRRKSCHOLAR ROCK HLDG CORP$93.0M0.22%HELD
118CCL1EURCARNIVAL CORP$92.1M0.22%HELD
119TYLTYLER TECHNOLOGIES INC$89.6M0.22%HELD
120PCORPROCORE TECHNOLOGIES INC$88.4M0.21%HELD
121XENEXENON PHARMACEUTICALS INC$88.3M0.21%HELD
122CHDCHURCH & DWIGHT CO INC$87.8M0.21%HELD
123WELLWELLTOWER INC$87.7M0.21%HELD
124KKRKKR & CO INC$87.6M0.21%HELD
125COGTCOGENT BIOSCIENCES INC$86.6M0.21%HELD
126WLKWESTLAKE CORPORATION$85.3M0.21%HELD
127QQNITY ELECTRONICS INC$83.7M0.20%HELD
128RGENREPLIGEN CORP$83.5M0.20%HELD
129GLWCORNING INC$83.1M0.20%HELD
130IDXXIDEXX LABS INC$83.0M0.20%HELD
131TNGXTANGO THERAPEUTICS INC$82.3M0.20%HELD
132ALKSALKERMES PLC$81.9M0.20%HELD
133ABTABBOTT LABORATORIES$81.2M0.20%HELD
134BLTEBELITE BIO INC$78.8M0.19%HELD
135TERTERADYNE INC$78.5M0.19%HELD
136OXYOCCIDENTAL PETE CORP$78.4M0.19%HELD
137NUNU HLDGS LTD$78.4M0.19%HELD
138EOGEOG RES INC$76.8M0.19%HELD
139CPCANADIAN PACIFIC KANSAS CITY$76.8M0.19%HELD
140COPCONOCOPHILLIPS$76.5M0.18%HELD
141LPXLOUISIANA PAC CORP$74.7M0.18%HELD
142ONONON HLDG AG$71.9M0.17%HELD
143WMBWILLIAMS COS INC$71.6M0.17%HELD
144ROKUROKU INC$70.4M0.17%HELD
145WCNWASTE CONNECTIONS INC$69.8M0.17%HELD
146KYMRKYMERA THERAPEUTICS INC$69.7M0.17%HELD
147PSXPHILLIPS 66$69.6M0.17%HELD
148EQREQUITY RESIDENTIAL$69.0M0.17%HELD
149MRKMERCK & CO INC$68.9M0.17%HELD
150LITELUMENTUM HLDGS INC$68.5M0.17%HELD
151CASYCASEYS GEN STORES INC$67.6M0.16%HELD
152CDNSCADENCE DESIGN SYSTEM INC$67.5M0.16%HELD
153RBARB GLOBAL INC$66.8M0.16%HELD
154GMEDGLOBUS MED INC$66.7M0.16%HELD
155MMM3M CO$65.3M0.16%HELD
156NVONOVO-NORDISK A S$64.2M0.15%HELD
157SSBSOUTHSTATE BK CORP$64.0M0.15%HELD
158FTNTFORTINET INC$63.3M0.15%HELD
159CECELANESE CORP DEL$62.2M0.15%HELD
160DNLIDENALI THERAPEUTICS INC$61.4M0.15%HELD
161MELIMERCADOLIBRE INC$61.3M0.15%HELD
162SPYSTATE STR SPDR S&P 500 ETF T$61.2M0.15%HELD
163DEDEERE & CO$60.7M0.15%HELD
164PBRPETROLEO BRASILEIRO S A$60.5M0.15%HELD
165ICEINTERCONTINENTAL EXCHANGE IN$60.4M0.15%HELD
166ADCAGREE RLTY CORP$59.6M0.14%HELD
167PFGCPERFORMANCE FOOD GROUP CO$59.3M0.14%HELD
168EWEDWARDS LIFESCIENCES CORP$59.1M0.14%HELD
169GNRCGENERAC HLDGS INC$58.9M0.14%HELD
170NRGNRG ENERGY INC$57.6M0.14%HELD
171UUNITY SOFTWARE INC$56.5M0.14%HELD
172AAALCOA CORP$56.0M0.14%HELD
173WDAYWORKDAY INC$55.0M0.13%HELD
174IBNICICI BANK LIMITED$54.7M0.13%HELD
175ELVELEVANCE HEALTH INC FORMERLY$54.4M0.13%HELD
176LINLINDE PLC$53.7M0.13%HELD
177ZBHZIMMER BIOMET HOLDINGS INC$53.7M0.13%HELD
178BEBLOOM ENERGY CORP$51.5M0.12%HELD
179ITTITT INC$51.3M0.12%HELD
180WSTWEST PHARMACEUTICAL SVSC INC$51.0M0.12%HELD
181NCLHNORWEGIAN CRUISE LINE HLDGS$50.6M0.12%HELD
182DISDISNEY WALT CO$50.0M0.12%HELD
183TFXTELEFLEX INCORPORATED$49.7M0.12%HELD
184ENTGENTEGRIS INC$48.7M0.12%HELD
185VSTVISTRA CORP$48.2M0.12%HELD
186CAHCARDINAL HEALTH INC$47.1M0.11%HELD
187BLDRBUILDERS FIRSTSOURCE INC$46.3M0.11%HELD
188SNSHARKNINJA INC$46.3M0.11%HELD
189SCHWSCHWAB CHARLES CORP$45.2M0.11%HELD
190SUSUNCOR ENERGY INC NEW$44.9M0.11%HELD
191JHXJAMES HARDIE INDS PLC$44.0M0.11%HELD
192SATSECHOSTAR CORP$43.9M0.11%HELD
193FPSFORGENT POWER SOLUTIONS INC$43.0M0.10%HELD
194CELCCELCUITY INC$42.2M0.10%HELD
195PNCPNC FINL SVCS GROUP INC$42.2M0.10%HELD
196ESIELEMENT SOLUTIONS INC$40.4M0.10%HELD
197TLNTALEN ENERGY CORP$40.2M0.10%HELD
198ALLYALLY FINL INC$39.9M0.10%HELD
199HDBHDFC BANK LTD$39.5M0.10%HELD
200AMDADVANCED MICRO DEVICES INC$38.7M0.09%HELD
201HSTHOST HOTELS & RESORTS INC$38.3M0.09%HELD
202BTSGBRIGHTSPRING HEALTH SVCS INC$38.0M0.09%HELD
203PAYPPAYPAY CORP$38.0M0.09%HELD
204AMHAMERICAN HOMES 4 RENT$37.9M0.09%HELD
205RACEFERRARI N V$37.4M0.09%HELD
206MDLNMEDLINE INC$37.0M0.09%HELD
207TEXTEREX CORP NEW$37.0M0.09%HELD
208CBOECBOE GLOBAL MKTS INC$36.9M0.09%HELD
209FTITECHNIPFMC PLC$36.9M0.09%HELD
210FIXCOMFORT SYS USA INC$36.8M0.09%HELD
211LBRTLIBERTY ENERGY INC$36.7M0.09%HELD
212BKBANK NEW YORK MELLON CORP$36.6M0.09%HELD
213PENPENUMBRA INC$36.3M0.09%HELD
214MRSHMARSH & MCLENNAN COS INC$35.3M0.09%HELD
215LMNDLEMONADE INC$34.7M0.08%HELD
216KMXCARMAX INC$34.4M0.08%HELD
217EBAYEBAY INC.$34.0M0.08%HELD
218CEGCONSTELLATION ENERGY CORP$33.9M0.08%HELD
219BACBANK AMERICA CORP$33.7M0.08%HELD
220ALBALBEMARLE CORP$33.3M0.08%HELD
221WFRDWEATHERFORD INTL PLC$33.1M0.08%HELD
222MTZMASTEC INC$32.7M0.08%HELD
223OKEONEOK INC NEW$32.3M0.08%HELD
224EVREVERCORE INC$32.2M0.08%HELD
225COFCAPITAL ONE FINL CORP$31.5M0.08%HELD
226PTENPATTERSON-UTI ENERGY INC$31.0M0.07%HELD
227JLLJONES LANG LASALLE INC$30.8M0.07%HELD
228CCJCAMECO CORP$30.8M0.07%HELD
229BLKBLACKROCK INC$30.2M0.07%HELD
230VRTXVERTEX PHARMACEUTICALS INC$30.2M0.07%HELD
231ARANTERO RESOURCES CORP$30.1M0.07%HELD
232CMCSACOMCAST CORP NEW$30.1M0.07%HELD
233BROSDUTCH BROS INC$29.5M0.07%HELD
234TAT&T INC$29.0M0.07%HELD
235ABVXABIVAX SA$28.8M0.07%HELD
236FITBFIFTH THIRD BANCORP$28.1M0.07%HELD
237TDGTRANSDIGM GROUP INC$27.9M0.07%HELD
238DARDARLING INGREDIENTS INC$27.4M0.07%HELD
239FISFIDELITY NATL INFORMATION SV$27.3M0.07%HELD
240RBRKRUBRIK INC.$27.2M0.07%HELD
241FLGFLAGSTAR BANK NATIONAL ASSOC$27.1M0.07%HELD
242TGTTARGET CORP$27.0M0.07%HELD
243MCOMOODYS CORP$26.6M0.06%HELD
244ORCLORACLE CORP$26.4M0.06%HELD
245SESEA LTD$26.0M0.06%HELD
246SNOWSNOWFLAKE INC$26.0M0.06%HELD
247HWMHOWMET AEROSPACE INC$25.9M0.06%HELD
248HBANHUNTINGTON BANCSHARES INC$25.8M0.06%HELD
249BRBRBELLRING BRANDS INC$24.0M0.06%HELD
250WTFCWINTRUST FINL CORP$23.7M0.06%HELD
251INVHINVITATION HOMES INC$23.5M0.06%HELD
252FRPTFRESHPET INC$23.0M0.06%HELD
253WHWYNDHAM HOTELS & RESORTS INC$22.8M0.06%HELD
254FUTUFUTU HLDGS LTD$22.8M0.06%HELD
255VRSNVERISIGN INC$22.2M0.05%HELD
256KVUEKENVUE INC$22.2M0.05%HELD
257PTGXPROTAGONIST THERAPEUTICS INC$22.1M0.05%HELD
258BENFRANKLIN RESOURCES INC$21.0M0.05%HELD
259DFTXDEFINIUM THERAPEUTICS INC$20.6M0.05%HELD
260NESRNATIONAL ENERGY SERVICES REU$20.4M0.05%HELD
261CVECENOVUS ENERGY INC$20.2M0.05%HELD
262PFSIPENNYMAC FINL SVCS INC NEW$20.0M0.05%HELD
263IRTINDEPENDENCE RLTY TR INC$19.9M0.05%HELD
264SUNCSUNOCOCORP LLC$19.9M0.05%HELD
265CHYMCHIME FINL INC$19.6M0.05%HELD
266JANJANUS LIVING INC$19.4M0.05%HELD
267LRCXLAM RESEARCH CORP$19.4M0.05%HELD
268NEMNEWMONT CORP$19.1M0.05%HELD
269AKAMAKAMAI TECHNOLOGIES INC$19.1M0.05%HELD
270DKNGDRAFTKINGS INC NEW$18.9M0.05%HELD
271KGSKODIAK GAS SVCS INC$18.8M0.05%HELD
272BWXTBWX TECHNOLOGIES INC$18.6M0.04%HELD
273AXGNAXOGEN INC$18.3M0.04%HELD
274BIDUBAIDU INC$18.2M0.04%HELD
275MSCIMSCI INC$17.9M0.04%HELD
276XLPSELECT SECTOR SPDR TR$17.6M0.04%HELD
277MRPMILLROSE PPTYS INC$17.3M0.04%HELD
278TRUTRANSUNION$17.0M0.04%HELD
279SXTSENSIENT TECHNOLOGIES CORP$16.4M0.04%HELD
280TWSTTWIST BIOSCIENCE CORP$16.4M0.04%HELD
281CAVACAVA GROUP INC$16.1M0.04%HELD
282PRPERMIAN RESOURCES CORP$16.1M0.04%HELD
283WOOFPETCO HEALTH & WELLNESS CO I$16.0M0.04%HELD
284CVNACARVANA CO$15.7M0.04%HELD
285KMBKIMBERLY-CLARK CORP$15.7M0.04%HELD
286NDAQNASDAQ INC$15.6M0.04%HELD
287CGCARLYLE GROUP INC$15.4M0.04%HELD
288LIONLIONSGATE STUDIOS CORP$15.3M0.04%HELD
289MDAMDA SPACE LTD$15.0M0.04%HELD
290FLEXFLEXTRONICS INTL LTD$15.0M0.04%HELD
291EHCENCOMPASS HEALTH CORP$14.5M0.04%HELD
292GAPGAP INC$14.5M0.04%HELD
293ULUNILEVER PLC$14.2M0.03%HELD
294MOALTRIA GROUP INC$14.1M0.03%HELD
295ANAUTONATION INC$14.1M0.03%HELD
296LYVLIVE NATION ENTERTAINMENT IN$13.8M0.03%HELD
297CBRECBRE GROUP INC$13.8M0.03%HELD
298FHNFIRST HORIZON CORPORATION$13.5M0.03%HELD
299CUBECUBESMART$13.4M0.03%HELD
300RUNSUNRUN INC$12.8M0.03%HELD
301LULULULULEMON ATHLETICA INC$12.5M0.03%HELD
302GPKGRAPHIC PACKAGING HLDG CO$12.3M0.03%HELD
303ERASERASCA INC$12.3M0.03%HELD
304CNMCORE & MAIN INC$12.2M0.03%HELD
305HIMSHIMS & HERS HEALTH INC$12.1M0.03%HELD
306BDXBECTON DICKINSON & CO$12.1M0.03%HELD
307EQPTEQUIPMENTSHARE COM INC$12.0M0.03%HELD
308SPHRSPHERE ENTERTAINMENT CO$11.8M0.03%HELD
309RHPRYMAN HOSPITALITY PPTYS INC$11.6M0.03%HELD
310PONYPONY AI INC$11.6M0.03%HELD
311MLTXMOONLAKE IMMUNOTHERAPEUTICS$11.2M0.03%HELD
312FIGRFIGURE TECHNOLOGY SOLUTIO$11.1M0.03%HELD
313PEGPUBLIC SVC ENTERPRISE GROUP$10.8M0.03%HELD
314ULTAULTA BEAUTY INC$10.7M0.03%HELD
315COMPCOMPASS INC$10.2M0.02%HELD
316CHRDCHORD ENERGY CORPORATION$10.1M0.02%HELD
317CIENCIENA CORP$9.9M0.02%HELD
318CDWCDW CORP$9.7M0.02%HELD
319EWBCEAST WEST BANCORP INC$9.6M0.02%HELD
320LLYVKLIBERTY LIVE HOLDINGS INC$9.4M0.02%HELD
321GLIBKGCI LIBERTY INC$9.3M0.02%HELD
322TNDMTANDEM DIABETES CARE INC$9.2M0.02%HELD
323ORKAORUKA THERAPEUTICS INC$9.1M0.02%HELD
324GGGGRACO INC$9.1M0.02%HELD
325LSTRLANDSTAR SYS INC$8.9M0.02%HELD
326CWCURTISS WRIGHT CORP$8.8M0.02%HELD
327AVYAVERY DENNISON CORP$8.8M0.02%HELD
328PCTYPAYLOCITY HLDG CORP$8.7M0.02%HELD
329CBSHCOMMERCE BANCSHARES INC$8.5M0.02%HELD
330ACIALBERTSONS COS INC$8.5M0.02%HELD
331XRAYDENTSPLY SIRONA INC$8.3M0.02%HELD
332OGEOGE ENERGY CORP$8.2M0.02%HELD
333RKTROCKET COS INC$8.0M0.02%HELD
334GLPIGAMING & LEISURE P$8.0M0.02%HELD
335CMSCMS ENERGY CORP$7.9M0.02%HELD
336AFRMAFFIRM HLDGS INC$7.8M0.02%HELD
337GPCRSTRUCTURE THERAPEUTICS INC$7.7M0.02%HELD
338XYLXYLEM INC$7.5M0.02%HELD
339PEVERPURE INC$7.5M0.02%HELD
340BWABORGWARNER INC$7.4M0.02%HELD
341PNFPPINNACLE FINL PARTNERS INC$7.4M0.02%HELD
342JBLJABIL INC$7.3M0.02%HELD
343BF/BBROWN FORMAN CORP$7.3M0.02%HELD
344MKTXMARKETAXESS HLDGS INC$7.2M0.02%HELD
345FISVFISERV INC$7.2M0.02%HELD
346MSGEMADISON SQUARE GARDEN ENTMT$7.1M0.02%HELD
347DNOWDNOW INC$7.1M0.02%HELD
348SAROSTANDARDAERO INC$7.0M0.02%HELD
349RRCRANGE RES CORP$7.0M0.02%HELD
350JBLUJETBLUE AIRWAYS CORP$7.0M0.02%HELD
351PCSCPERCEPTIVE CAP SOLUTIONS COR$6.9M0.02%HELD
352RDNTRADNET INC$6.7M0.02%HELD
353KDPKEURIG DR PEPPER INC$6.6M0.02%HELD
354LNTALLIANT ENERGY CORP$6.6M0.02%HELD
355IVZINVESCO LTD$6.6M0.02%HELD
356EXEEXPAND ENERGY CORPORATION$6.6M0.02%HELD
357CAGCONAGRA BRANDS INC$6.6M0.02%HELD
358LECOLINCOLN ELEC HLDGS INC$6.4M0.02%HELD
359CNTACENTESSA PHARMACEUTICALS PLC$6.4M0.02%HELD
360EXPEAGLE MATLS INC$6.3M0.02%HELD
361VICIVICI PPTYS INC$6.3M0.02%HELD
362VLTOVERALTO CORP$6.3M0.02%HELD
363NWSANEWS CORP NEW$6.3M0.02%HELD
364TNLTRAVEL PLUS LEISURE CO$6.3M0.02%HELD
365BFAMBRIGHT HORIZONS FAM SOL IN D$6.1M0.01%HELD
366APOAPOLLO GLOBAL MGMT INC$6.1M0.01%HELD
367CHDNCHURCHILL DOWNS INC$6.0M0.01%HELD
368ITGARTNER INC$6.0M0.01%HELD
369SMSM ENERGY COMPANY$6.0M0.01%HELD
370PRUPRUDENTIAL FINL INC$6.0M0.01%HELD
371PODDINSULET CORP$6.0M0.01%HELD
372WPCWP CAREY INC$5.9M0.01%HELD
373AYIACUITY INC$5.9M0.01%HELD
374ALABASTERA LABS INC$5.9M0.01%HELD
375SWKSSKYWORKS SOLUTIONS INC$5.8M0.01%HELD
376BROBROWN & BROWN INC$5.8M0.01%HELD
377GNTXGENTEX CORP$5.8M0.01%HELD
378ZSZSCALER INC$5.7M0.01%HELD
379ACMAECOM$5.6M0.01%HELD
380BOHBANK HAWAII CORP$5.6M0.01%HELD
381AFGAMERICAN FINANCIAL GROUP INC$5.6M0.01%HELD
382RLIRLI CORP$5.6M0.01%HELD
383PINSPINTEREST INC$5.6M0.01%HELD
384HOGHARLEY DAVIDSON INC$5.5M0.01%HELD
385TEVATEVA PHARMACEUTICAL INDS LTD$5.4M0.01%HELD
386KHCKRAFT HEINZ CO$5.3M0.01%HELD
387FNBF N B CORP$5.2M0.01%HELD
388UMBFUMB FINL CORP$5.2M0.01%HELD
389ONBOLD NATL BANCORP IND$5.2M0.01%HELD
390AMTAMERICAN TOWER CORP$5.2M0.01%HELD
391TMHCTAYLOR MORRISON HOME CORP$5.1M0.01%HELD
392AIGAMERICAN INTL GROUP INC$5.1M0.01%HELD
393AREALEXANDRIA REAL ESTATE EQ IN$5.1M0.01%HELD
394MAAMID-AMER APT CMNTYS INC$5.1M0.01%HELD
395GPCGENUINE PARTS CO$5.1M0.01%HELD
396PBPROSPERITY BANCSHARES INC$5.0M0.01%HELD
397ZIONZIONS BANCORPORATION NATL AS$5.0M0.01%HELD
398ERIEERIE INDTY CO$5.0M0.01%HELD
399RYNRAYONIER INC$5.0M0.01%HELD
400SFMSPROUTS FMRS MKT INC$4.9M0.01%HELD
401PPGPPG INDS INC$4.9M0.01%HELD
402APGEAPOGEE THERAPEUTICS INC$4.8M0.01%HELD
403ACLSAXCELIS TECHNOLOGIES INC$4.8M0.01%HELD
404EGEVEREST GROUP LTD$4.8M0.01%HELD
405ATRAPTARGROUP INC$4.8M0.01%HELD
406FLOFLOWERS FOODS INC$4.8M0.01%HELD
407DOCNDIGITALOCEAN HLDGS INC$4.7M0.01%HELD
408OLNOLIN CORP$4.7M0.01%HELD
409HOMBHOME BANCSHARES INC$4.7M0.01%HELD
410BXPBXP INC$4.6M0.01%HELD
411UWMCUWM HOLDINGS CORPORATION$4.6M0.01%HELD
412STRLSTERLING INFRASTRUCTURE INC$4.6M0.01%HELD
413DTMDT MIDSTREAM INC$4.6M0.01%HELD
414FFIVF5 INC$4.6M0.01%HELD
415CCICROWN CASTLE INC$4.6M0.01%HELD
416BSYBENTLEY SYS INC$4.6M0.01%HELD
417ONTOONTO INNOVATION INC$4.6M0.01%HELD
418GLOBGLOBANT S A$4.6M0.01%HELD
419HLNEHAMILTON LANE INC$4.5M0.01%HELD
420FLYFIREFLY AEROSPACE INC$4.5M0.01%HELD
421POWIPOWER INTEGRATIONS INC$4.5M0.01%HELD
422TFCTRUIST FINL CORP$4.5M0.01%HELD
423MWHSOLV ENERGY INC$4.4M0.01%HELD
424MORNMORNINGSTAR INC$4.4M0.01%HELD
425UBSIUNITED BANKSHARES INC WEST V$4.4M0.01%HELD
426DLRDIGITAL RLTY TR INC$4.4M0.01%HELD
427OLEDUNIVERSAL DISPLAY CORP$4.3M0.01%HELD
428EMEEMCOR GROUP INC$4.3M0.01%HELD
429MYRGMYR GROUP INC$4.3M0.01%HELD
430BBWIBATH & BODY WORKS INC$4.3M0.01%HELD
431VRSKVERISK ANALYTICS INC$4.3M0.01%HELD
432MHKMOHAWK INDS INC$4.3M0.01%HELD
433SFDSMITHFIELD FOODS INC$4.3M0.01%HELD
434COLDAMERICOLD REALTY TRUST INC$4.3M0.01%HELD
435RMBSRAMBUS INC DEL$4.3M0.01%HELD
436KBHKB HOME$4.3M0.01%HELD
437AWKAMERICAN WTR WKS CO INC NEW$4.2M0.01%HELD
438KEXKIRBY CORP$4.1M0.01%HELD
439IRDMIRIDIUM COMMUNICATIONS INC$4.1M0.01%HELD
440WWDWOODWARD INC$4.1M0.01%HELD
441MAZEMAZE THERAPEUTICS INC$4.1M0.01%HELD
442BCCBOISE CASCADE CO DEL$4.0M0.01%HELD
443LYFTLYFT INC$3.9M0.01%HELD
444TTCTORO CO$3.9M0.01%HELD
445RPMRPM INTL INC$3.9M0.01%HELD
446GDDYGODADDY INC$3.9M0.01%HELD
447OLLIOLLIES BARGAIN OUTLET HLDGS$3.9M0.01%HELD
448UFPIUFP INDUSTRIES INC$3.8M0.01%HELD
449UDRUDR INC$3.8M0.01%HELD
450LADLITHIA MTRS INC$3.8M0.01%HELD
451CSGPCOSTAR GROUP INC$3.8M0.01%HELD
452LWLAMB WESTON HLDGS INC$3.7M0.01%HELD
453AXONAXON ENTERPRISE INC$3.7M0.01%HELD
454DVDOUBLEVERIFY HLDGS INC$3.7M0.01%HELD
455BMIBADGER METER INC$3.7M0.01%HELD
456LCIDLUCID GROUP INC$3.7M0.01%HELD
457VOYAVOYA FINANCIAL INC$3.6M0.01%HELD
458MTGMGIC INVT CORP WIS$3.6M0.01%HELD
459CROXCROCS INC$3.6M0.01%HELD
460HRHEALTHCARE RLTY TR$3.6M0.01%HELD
461FSLRFIRST SOLAR INC$3.6M0.01%HELD
462MATMATTEL INC$3.6M0.01%HELD
463CNRCORE NATURAL RESOURCES INC$3.6M0.01%HELD
464NSITINSIGHT ENTERPRISES INC$3.6M0.01%HELD
465KAIKADANT INC$3.5M0.01%HELD
466VMIVALMONT INDS INC$3.5M0.01%HELD
467EXPOEXPONENT INC$3.5M0.01%HELD
468LINELINEAGE INC$3.5M0.01%HELD
469HESMHESS MIDSTREAM LP$3.5M0.01%HELD
470JOBYJOBY AVIATION INC$3.5M0.01%HELD
471UPSTUPSTART HLDGS INC$3.5M0.01%HELD
472WSCWILLSCOT HLDGS CORP$3.4M0.01%HELD
473QRVOQORVO INC$3.4M0.01%HELD
474VCVISTEON CORP$3.4M0.01%HELD
475CRBGCOREBRIDGE FINL INC$3.3M0.01%HELD
476CBTCABOT CORP$3.3M0.01%HELD
477HUBSHUBSPOT INC$3.3M0.01%HELD
478PNRPENTAIR PLC$3.3M0.01%HELD
479SEICSEI INVTS CO$3.3M0.01%HELD
480KMPRKEMPER CORP$3.3M0.01%HELD
481LOPEGRAND CANYON ED INC$3.3M0.01%HELD
482AMTMAMENTUM HOLDINGS INC$3.2M0.01%HELD
483AMRALPHA METALLURGICAL RESOUR I$3.2M0.01%HELD
484FELEFRANKLIN ELEC INC$3.2M0.01%HELD
485OVVOVINTIV INC$3.2M0.01%HELD
486XZOEXZEO GROUP INC$3.1M0.01%HELD
487CCCCCC INTELLIGENT SOLUTIONS HL$3.1M0.01%HELD
488MIDDMIDDLEBY CORP$3.1M0.01%HELD
489VVVVALVOLINE INC$3.1M0.01%HELD
490THCTENET HEALTHCARE CORP$3.1M0.01%HELD
491EQHEQUITABLE HLDGS INC$3.1M0.01%HELD
492FBINFORTUNE BRANDS INNOVATIONS I$3.1M0.01%HELD
493ACHCACADIA HEALTHCARE COMPANY IN$3.1M0.01%HELD
494DOCUDOCUSIGN INC$3.0M0.01%HELD
495NOVTNOVANTA INC$3.0M0.01%HELD
496KBRKBR INC$3.0M0.01%HELD
497MSAMSA SAFETY INC$3.0M0.01%HELD
498AOSSMITH A O CORP$3.0M0.01%HELD
499VNTVONTIER CORPORATION$3.0M0.01%HELD
500MTNVAIL RESORTS INC$3.0M0.01%HELD

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