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OCCUDO QUANTITATIVE STRATEGIES LP

CIK 0001819697
$1.84B
Reported AUM
727
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · OCCUDO QUANTITATIVE STRATEGIES LP · Q1 2026

AI · grounded in 13F

OCCUDO QUANTITATIVE STRATEGIES LP closed its position in COST for a reduction of $16.9M. The fund established new positions in ALC for $16.6M and HD for $14.4M. Other notable activity includes closing positions in HPE and AMD, while significantly increasing share counts in AAL and MMM.

Portfolio · Q1 2026

Other$1.56BOL

Top holdings· first 500 of 727

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SOLSSOLSTICE ADVANCED MATLS INC$81.02-3.70%77.42%70.24%$20.8M1.13%+63,270+33.3%
2JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%39.34%120.13%$20.1M1.10%+84,380+157.5%
3TSLATESLA INC$391.00-6.56%32.48%70.69%$20.0M1.09%+37,568+254.9%
4MMM3M CO$153.760.65%7.65%11.04%$19.9M1.08%+112,777+495.5%
5CTASCINTAS CORP$179.85-0.06%-20.25%91.19%$19.6M1.07%+22,792+25.5%
6MNSTMONSTER BEVERAGE CORP NEW$89.551.14%41.22%89.89%$18.3M0.99%+131,610+125.0%
7QQNITY ELECTRONICS INC$142.05-8.24%49.81%75.51%$17.5M0.95%18,361−12.9%
8RSGREPUBLIC SVCS INC$210.041.02%-16.06%88.43%$17.1M0.93%+2,561+3.2%
9ALCALCON AG$66.50-0.46%-23.53%-6.59%$16.6M0.90%+221,830NEW
10ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$15.7M0.85%+10,026+12.4%
11PPLPPL CORP$35.760.06%8.34%49.43%$15.0M0.81%+327,402+452.1%
12ABNBAIRBNB INC$133.54-0.13%-5.05%-7.27%$14.9M0.81%+9,150+9.4%
13FERFERROVIAL SE$66.890.12%32.66%146.32%$14.8M0.80%+88,901+70.9%
14AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$14.7M0.80%18,231−32.8%
15AALAMERICAN AIRLINES GROUP INC$13.501.50%14.60%-33.76%$14.5M0.79%+1,227,974+8797.0%
16FDXFEDEX CORP$331.000.91%91.20%61.37%$14.4M0.78%+26,556+288.3%
17HDHOME DEPOT INC$310.780.27%-12.61%7.24%$14.4M0.78%+43,805NEW
18METMETLIFE INC$84.491.23%8.88%70.52%$13.7M0.74%+28,787+20.3%
19WBSWEBSTER FINL CORP$72.27-0.86%38.03%76.11%$13.4M0.73%+185,498NEW
20EVRGEVERGY INC$82.97-0.36%32.21%55.71%$13.2M0.72%+47,183+42.1%
21GOOGALPHABET INC$365.76-0.95%109.82%172.71%$12.9M0.70%+20,711+159.2%
22CPRTCOPART INC$30.960.62%-38.24%-15.76%$12.4M0.68%+230,378+159.5%
23ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$12.3M0.67%+80,242+145.2%
24JHXJAMES HARDIE INDS PLC$22.66-3.12%-12.03%-31.40%$11.9M0.65%+419,588+280.5%
25SHWSHERWIN WILLIAMS CO$305.301.74%-13.80%9.72%$11.6M0.63%+2,578+7.7%
26PCGPG&E CORP$17.111.72%10.44%97.47%$11.1M0.61%+465,070+226.4%
27KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%103.66%100.44%$10.8M0.59%+30,800NEW
28ADPAUTOMATIC DATA PROCESSING IN$231.950.28%-27.24%22.55%$10.6M0.58%210−0.4%
29QSRRESTAURANT BRANDS INTL INC$72.58-0.10%5.72%25.76%$10.6M0.58%+66,805+102.5%
30HRLHORMEL FOODS CORP$23.881.08%-19.11%-40.01%$10.6M0.58%+223,085+82.7%
31UIUBIQUITI INC$585.673.23%$10.5M0.57%+8,223+382.6%
32FIVEFIVE BELOW INC$190.47-0.88%$10.4M0.57%+38,509+661.3%
33ASAMER SPORTS INC$34.250.44%$10.4M0.56%+139,057+88.6%
34RTXRTX CORPORATION$180.990.88%$10.3M0.56%+58,390NEW
35LENLENNAR CORP$89.47-1.12%$10.1M0.55%+111,970NEW
36MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$9.8M0.53%+59,216NEW
37MTZMASTEC INC$363.89-2.89%$9.7M0.53%+24,719NEW
38FERGFERGUSON ENTERPRISES INC$229.58-0.44%$9.7M0.53%+1,824+5.3%
39HEI/AHEICO CORP NEW$9.6M0.52%+10,304+28.8%
40CLFCLEVELAND-CLIFFS INC NEW$12.77-5.58%$9.5M0.52%+846,918+1021.1%
41AMZNAMAZON COM INC$246.03-3.06%$9.4M0.51%37,544−51.4%
42MGAMAGNA INTL INC$66.971.33%$9.3M0.51%+45,541+45.0%
43ROKUROKU INC$124.031.44%$9.3M0.51%+41,815+110.3%
44TXNTEXAS INSTRS INC$285.06-6.65%$9.2M0.50%+32,882NEW
45TERTERADYNE INC$357.93-12.03%$8.9M0.48%15,340−37.2%
46VSNTVERSANT MEDIA GROUP INC$40.19-0.07%$8.9M0.48%+220,592NEW
47ZTSZOETIS INC$79.35-0.11%$8.8M0.48%+61,657+408.6%
48BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$8.8M0.48%24,028−13.6%
49GISGENERAL MILLS INC$33.152.95%$8.8M0.48%+212,372+585.3%
50GRMNGARMIN LTD$236.57-2.23%$8.8M0.48%2,063−5.6%
51TXRHTEXAS ROADHOUSE INC$170.465.68%$8.7M0.48%+54,302NEW
52KMBKIMBERLY-CLARK CORP$99.044.84%$8.7M0.47%+65,845+292.7%
53SSNCSS&C TECH HLDGS$68.46-2.07%$8.6M0.47%+124,427NEW
54WMTWALMART INC$118.880.97%$8.5M0.46%+64,681NEW
55PODDINSULET CORP$152.64-0.38%$8.5M0.46%+40,696+476.1%
56CCEPCOCA-COLA EUROPACIFIC PARTNE$94.742.96%$8.5M0.46%+28,484+46.6%
57ADSKAUTODESK INC$229.96-1.58%$8.2M0.45%+30,829+777.3%
58NYTNEW YORK TIMES CO MTN BE$76.882.17%$8.2M0.45%+104,304NEW
59TXNMTXNM ENERGY INC$59.330.08%$8.0M0.44%+109,399+406.9%
60GENGEN DIGITAL INC$26.28-0.90%$7.9M0.43%+411,801NEW
61AMKRAMKOR TECHNOLOGY INC$68.265.10%$7.7M0.42%54,795−33.0%
62VFCV F CORP$16.33-1.60%$7.6M0.42%+403,548NEW
63NDSNNORDSON CORP$282.73-1.31%$7.5M0.41%+21,462+457.5%
64GFSGLOBALFOUNDRIES INC$77.993.26%$7.5M0.41%+63,367+119.3%
65DOXAMDOCS LTD$58.51-2.64%$7.5M0.41%+105,445+1061.9%
66DDDUPONT DE NEMOURS INC$46.85-1.68%$7.4M0.40%+161,455NEW
67SCCOSOUTHERN COPPER CORP$172.97-10.88%$7.4M0.40%+25,667+149.1%
68FHNFIRST HORIZON CORPORATION$24.320.66%$7.3M0.40%+292,470NEW
69TJXTJX COS INC NEW$160.711.31%$7.1M0.39%13,712−23.1%
70MIAXMIAMI INTL HLDGS INC$39.21-1.01%$7.1M0.38%+151,676NEW
71DELLDELL TECHNOLOGIES INC$394.39-6.55%$7.0M0.38%+8,248+32.5%
72NVDANVIDIA CORPORATION$205.10-6.20%$6.9M0.38%+13,808+66.1%
73EXPEEXPEDIA GROUP INC$228.880.75%$6.9M0.37%4,804−14.8%
74HUNHUNTSMAN CORP$14.21-0.35%$6.8M0.37%+447,857+1788.3%
75RLRALPH LAUREN CORP$371.931.47%$6.8M0.37%+2,216+13.3%
76PAASPAN AMERN SILVER CORP$48.612.16%$6.7M0.36%+71,794+128.0%
77WECWEC ENERGY GROUP INC$112.32-0.56%$6.6M0.36%+35,781+175.2%
78ATOATMOS ENERGY CORP$170.241.36%$6.6M0.36%+34,559NEW
79PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$6.5M0.36%47,057−50.1%
80OTISOTIS WORLDWIDE CORP$69.93-0.58%$6.5M0.35%+21,455+34.5%
81CSTMCONSTELLIUM SE$33.89-6.25%$6.4M0.35%+25,648+14.4%
82HWMHOWMET AEROSPACE INC$251.901.03%$6.3M0.34%+25,954NEW
83TPRTAPESTRY INC$140.10-0.26%$6.3M0.34%+24,555+129.8%
84CBSHCOMMERCE BANCSHARES INC$53.601.03%$6.2M0.34%+61,731+108.6%
85CASYCASEYS GEN STORES INC$761.910.04%$6.1M0.33%+7,462NEW
86RPRXROYALTY PHARMA PLC$55.85-0.04%$6.1M0.33%+121,800NEW
87TGTTARGET CORP$122.57-1.03%$6.0M0.32%+46,010NEW
88BEPCBROOKFIELD RENEWABLE CORP$39.311.51%$5.9M0.32%+15,249+10.4%
89GLWCORNING INC$177.58-10.18%$5.9M0.32%+35,744NEW
90EHCENCOMPASS HEALTH CORP$102.19-1.75%$5.8M0.32%+57,914NEW
91ADBEADOBE INC$251.44-2.70%$5.8M0.31%+12,917+121.8%
92SATSECHOSTAR CORP$116.28-6.71%$5.7M0.31%+10,632+29.5%
93EDCONSOLIDATED EDISON INC$106.262.09%$5.7M0.31%+51,385NEW
94GPKGRAPHIC PACKAGING HLDG CO$10.30-2.32%$5.7M0.31%+434,627+267.9%
95BKDBROOKDALE SR LIVING INC$12.29-0.41%$5.7M0.31%+365,832+1291.5%
96SFDSMITHFIELD FOODS INC$26.44-1.60%$5.5M0.30%+89,633+74.6%
97VEEVVEEVA SYS INC$172.61-3.35%$5.5M0.30%+6,950+24.8%
98AERAERCAP HOLDINGS NV$136.940.37%$5.4M0.30%+14,964+64.3%
99VRTVERTIV HOLDINGS CO$300.51-7.23%$5.4M0.29%20,378−55.3%
100INGMINGRAM MICRO HLDG CORP$29.931.44%$5.4M0.29%+123,063+236.9%
101GOOGLALPHABET INC$5.3M0.29%+1,029+8.0%
102LRCXLAM RESEARCH CORP$5.3M0.29%+20,559NEW
103VSTVISTRA CORP$5.2M0.29%13,787−29.3%
104ACMAECOM$5.2M0.28%+21,491+53.0%
105CHECHEMED CORP NEW$5.1M0.28%+8,787+265.5%
106ARWARROW ELECTRS INC$5.1M0.28%+24,823+980.8%
107KHCKRAFT HEINZ CO$5.1M0.28%+45,513+25.2%
108WLKWESTLAKE CORPORATION$5.1M0.28%+19,250+76.4%
109ATIATI INC$5.1M0.28%+32,798NEW
110RBLXROBLOX CORP$5.1M0.28%+54,362+144.0%
111LIILENNOX INTL INC$5.1M0.27%+4,081+76.1%
112RGAREINSURANCE GROUP AMER INC$5.0M0.27%+10,214+76.4%
113CVLTCOMMVAULT SYS INC$5.0M0.27%+50,350NEW
114PTCPTC INC$4.9M0.27%+36,213NEW
115EXLSEXLSERVICE HLDGS INC$4.9M0.27%+147,917+2864.9%
116FLUTFLUTTER ENTMT PLC$4.9M0.27%+45,144NEW
117DARDARLING INGREDIENTS INC$4.7M0.26%+73,263NEW
118RFREGIONS FINANCIAL CORP NEW$4.7M0.26%+69,654+73.6%
119NOWSERVICENOW INC$4.7M0.25%15,266−22.4%
120SNAPSNAP INC$4.7M0.25%+658,573+599.0%
121SPHRSPHERE ENTERTAINMENT CO$4.7M0.25%+14,527+80.0%
122MGMMGM RESORTS INTERNATIONAL$4.6M0.25%46,650−28.3%
123CAGCONAGRA BRANDS INC$4.6M0.25%+175,606+120.7%
124RSIRUSH STREET INTERACTIVE INC$4.5M0.25%+160,835NEW
125CNCCENTENE CORP DEL$4.5M0.24%+66,136+378.7%
126VRSNVERISIGN INC$4.4M0.24%8,441−33.9%
127HCAHCA HEALTHCARE INC$4.4M0.24%+3,613+55.1%
128DKNGDRAFTKINGS INC NEW$4.3M0.23%+171,247+1393.8%
129OGEOGE ENERGY CORP$4.3M0.23%+15,866+22.2%
130LBTYALIBERTY GLOBAL LTD$4.3M0.23%+368,555NEW
131ITTITT INC$4.2M0.23%2,112−9.7%
132GDGENERAL DYNAMICS CORP$4.1M0.22%22,090−64.8%
133DALDELTA AIR LINES INC$4.1M0.22%+60,698NEW
134QRVOQORVO INC$4.1M0.22%+15,222+54.2%
135ROSTROSS STORES INC$4.0M0.22%+17,718NEW
136CMGCHIPOTLE MEXICAN GRILL INC$4.0M0.22%+116,839NEW
137FCNCAFIRST CTZNS BANCSHARES INC D$4.0M0.22%+468+30.6%
138CGNXCOGNEX CORP$4.0M0.22%+71,209NEW
139NSCNORFOLK SOUTHN CORP$3.9M0.21%+7,385+144.3%
140OSCROSCAR HEALTH INC$3.9M0.21%+213,263NEW
141AXPAMERICAN EXPRESS CO$3.9M0.21%+12,047NEW
142VLYVALLEY NATL BANCORP$3.9M0.21%137,425−32.5%
143LMTLOCKHEED MARTIN CORP$3.9M0.21%5,658−43.0%
144CHHCHOICE HOTELS INTL INC$3.9M0.21%+19,624+102.0%
145XPOXPO INC$3.8M0.21%+17,161NEW
146PENPENUMBRA INC$3.8M0.21%+11,554NEW
147OCOWENS CORNING NEW$3.7M0.20%+12,203+67.8%
148INTCINTEL CORP$3.7M0.20%76,785−66.1%
149CCL1EURCARNIVAL CORP$3.7M0.20%+139,976NEW
150WWDWOODWARD INC$3.7M0.20%+5,138+101.9%
151ZBRAZEBRA TECHNOLOGIES CORPORATI$3.7M0.20%+11,583+247.1%
152LLYELI LILLY & CO$3.6M0.20%+3,892NEW
153AAPADVANCE AUTO PARTS INC$3.6M0.20%+61,065NEW
154BSYBENTLEY SYS INC$3.6M0.19%+66,655+157.2%
155MTCHMATCH GROUP INC NEW$3.5M0.19%+93,788NEW
156FWONKLIBERTY MEDIA CORP DEL$3.5M0.19%+40,636NEW
157OGSONE GAS INC$3.5M0.19%+30,724+374.8%
158HTOH2O AMERICA$3.4M0.19%+61,361NEW
159KNXKNIGHT-SWIFT TRANSN HLDGS IN$3.4M0.19%+52,923NEW
160CMICUMMINS INC$3.4M0.19%+4,120+414.1%
161COKECOCA COLA CONS INC$3.4M0.19%6,596−28.3%
162DDSDILLARDS INC$3.4M0.18%+3,678+160.5%
163SEBSEABOARD CORP DEL$3.4M0.18%658−52.4%
164NOCNORTHROP GRUMMAN CORP$3.4M0.18%11,815−66.9%
165AOSSMITH A O CORP$3.3M0.18%+53,763NEW
166CIENCIENA CORP$3.3M0.18%+6,295NEW
167TEAMATLASSIAN CORPORATION$3.3M0.18%+41,484+605.8%
168CPBTHE CAMPBELLS COMPANY$3.3M0.18%+85,984+119.8%
169JBSJBS N.V.$3.3M0.18%+204,077NEW
170DVADAVITA INC$3.3M0.18%697−3.2%
171SYYSYSCO CORP$3.3M0.18%+43,547NEW
172ONON SEMICONDUCTOR CORP$3.2M0.18%+32,093NEW
173ECLECOLAB INC$3.2M0.17%+12,266NEW
174TSCOTRACTOR SUPPLY CO$3.2M0.17%+13,044+16.7%
175BIPCBROOKFIELD INFRASTRUCTURE CO$3.2M0.17%+16,164+23.0%
176IPGPIPG PHOTONICS CORP$3.2M0.17%+26,636NEW
177DUOLDUOLINGO INC$3.2M0.17%+28,753NEW
178HSYHERSHEY CO$3.1M0.17%+16,743NEW
179WTRGESSENTIAL UTILS INC$3.1M0.17%+61,121+303.5%
180FIXCOMFORT SYS USA INC$3.1M0.17%+1,669NEW
181WKWORKIVA INC$3.1M0.17%+43,806+323.7%
182SWKSSKYWORKS SOLUTIONS INC$3.1M0.17%14,265−24.7%
183RPMRPM INTL INC$3.0M0.16%3,979−11.8%
184LLOEWS CORP$3.0M0.16%3,577−11.8%
185BABOEING CO$3.0M0.16%9,255−41.4%
186WBDWARNER BROS DISCOVERY INC$3.0M0.16%+110,638NEW
187HUBSHUBSPOT INC$3.0M0.16%+13,493NEW
188DPZDOMINOS PIZZA INC$3.0M0.16%8,636−49.6%
189GDDYGODADDY INC$3.0M0.16%22,298−39.4%
190AWIARMSTRONG WORLD INDS INC NEW$3.0M0.16%+13,009+294.9%
191DOWDOW HLDGS INC$3.0M0.16%155,543−68.0%
192BYDBOYD GAMING CORP$3.0M0.16%+20,928+159.7%
193BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.16%+19,183NEW
194GNRCGENERAC HLDGS INC$3.0M0.16%+11,392NEW
195HPQHP INC$2.9M0.16%56,218−28.5%
196CITHE CIGNA GROUP$2.9M0.16%+5,820+135.5%
197CAKECHEESECAKE FACTORY INC$2.9M0.16%+30,646+197.5%
198ALVAUTOLIV INC$2.9M0.16%+13,648+122.6%
199AXSMAXSOME THERAPEUTICS INC.$2.9M0.16%+13,826NEW
200PCTYPAYLOCITY HLDG CORP$2.9M0.16%+10,438+62.8%
201HIIHUNTINGTON INGALLS INDS INC$2.9M0.16%+7,834NEW
202GEGE AEROSPACE$2.8M0.15%+9,795NEW
203PNCPNC FINL SVCS GROUP INC$2.8M0.15%+12,663NEW
204VSCOVICTORIAS SECRET AND CO$2.8M0.15%+50,452+1335.1%
205RMDRESMED INC$2.8M0.15%+7,709+145.8%
206CHWYCHEWY INC$2.8M0.15%+87,483+402.4%
207GGGGRACO INC$2.8M0.15%+5,404+18.7%
208ZSZSCALER INC$2.7M0.15%31,535−60.1%
209CLXCLOROX CO DEL$2.7M0.15%+14,010+97.5%
210MTNVAIL RESORTS INC$2.7M0.15%+18,609+724.6%
211CTRICENTURI HOLDINGS INC$2.7M0.15%3,990−5.3%
212DCIDONALDSON INC$2.7M0.15%+30,317NEW
213KMTKENNAMETAL INC$2.7M0.15%+56,674+460.9%
214GOLDGOLD COM INC$2.7M0.14%+58,690NEW
215SLABSILICON LABORATORIES INC$2.6M0.14%+12,045NEW
216KGCKINROSS GOLD CORP$2.6M0.14%+86,314NEW
217NFGNATIONAL FUEL GAS CO$2.6M0.14%+7,708+33.7%
218TIGOMILLICOM INTL CELLULAR S A$2.6M0.14%+22,335+280.7%
219DOCNDIGITALOCEAN HLDGS INC$2.6M0.14%+26,635NEW
220HEIHEICO CORP NEW$2.6M0.14%9,909−51.2%
221FIGSFIGS INC$2.5M0.14%+147,015+643.8%
222TFCTRUIST FINL CORP$2.5M0.14%+49,177NEW
223EBAYEBAY INC.$2.5M0.14%+24,459NEW
224GNWGENWORTH FINL INC$2.5M0.14%+256,002+812.6%
225VICRVICOR CORP$2.5M0.14%+9,294NEW
226ACNACCENTURE PLC IRELAND$2.5M0.13%+13,845NEW
227ETNEATON CORP PLC$2.5M0.13%47,277−89.2%
228BKEBUCKLE INC$2.5M0.13%+37,974+622.3%
229MUXMCEWEN INC.$2.4M0.13%+45,286+67.0%
230CMBTCMB.TECH NV$2.4M0.13%+176,863NEW
231AESAES CORP$2.4M0.13%83,648−33.3%
232FFINFIRST FINL BANKSHARES INC$2.4M0.13%+14,722+24.6%
233FRMEFIRST MERCHANTS CORP$2.3M0.13%+32,877+133.4%
234ATRAPTARGROUP INC$2.3M0.13%+12,082+182.0%
235SPOTSPOTIFY TECHNOLOGY S A$2.3M0.13%20,806−80.1%
236CNACNA FINL CORP$2.3M0.12%15,354−24.5%
237DOCUDOCUSIGN INC$2.3M0.12%+49,475NEW
238KDKYNDRYL HLDGS INC$2.3M0.12%+164,132NEW
239AMEAMETEK INC$2.3M0.12%+4,968+107.0%
240KBHKB HOME$2.3M0.12%+42,581NEW
241AGCOAGCO CORP$2.3M0.12%+743+4.2%
242DLTRDOLLAR TREE INC$2.2M0.12%1,836−7.4%
243QTWOQ2 HLDGS INC$2.2M0.12%+43,439NEW
244PARPAR TECHNOLOGY CORP$2.2M0.12%+163,214NEW
245LBRDKLIBERTY BROADBAND CORP$2.2M0.12%+49,274+653.3%
246MWHSOLV ENERGY INC$2.2M0.12%+54,889NEW
247HHHHOWARD HUGHES HOLDINGS INC$2.2M0.12%+35,104NEW
248ELVELEVANCE HEALTH INC FORMERLY$2.1M0.12%+5,654NEW
249TELTE CONNECTIVITY PLC$2.1M0.12%24,264−70.8%
250AITAPPLIED INDL TECHNOLOGIES IN$2.1M0.11%+6,914NEW
251BANCBANC OF CALIFORNIA INC$2.1M0.11%+55,188+96.6%
252AEPAMERICAN ELEC PWR CO INC$2.1M0.11%50,948−77.0%
253LASRNLIGHT INC$2.1M0.11%+29,702NEW
254GSATGLOBALSTAR INC$2.1M0.11%+16,762+200.3%
255CATCATERPILLAR INC$2.1M0.11%+2,304NEW
256BOKFBOK FINL CORP$2.0M0.11%+4,026+35.7%
257AVPTAVEPOINT INC$2.0M0.11%+41,890+25.3%
258HLIOHELIOS TECHNOLOGIES INC$2.0M0.11%+29,471NEW
259MASIMASIMO CORP$2.0M0.11%+1,606+16.6%
260PHPARKER-HANNIFIN CORP$2.0M0.11%9,496−81.1%
261ALLYALLY FINL INC$2.0M0.11%+45,131NEW
262BRSLBRIGHTSTAR LOTTERY PLC$2.0M0.11%+75,309+99.7%
263ORAORMAT TECHNOLOGIES INC$2.0M0.11%+17,113NEW
264WMGWARNER MUSIC GROUP CORP$2.0M0.11%3,105−4.3%
265AMRXAMNEAL PHARMACEUTICALS INC$2.0M0.11%+123,895+440.7%
266PATHUIPATH INC$2.0M0.11%+2,730+1.5%
267SNDRSCHNEIDER NATIONAL INC$2.0M0.11%+5,099+8.8%
268TTCTORO CO$1.9M0.10%+20,216NEW
269DOCSDOXIMITY INC$1.9M0.10%+78,648NEW
270TMUST-MOBILE US INC$1.9M0.10%30,054−75.4%
271HLHECLA MINING COMPANY$1.9M0.10%+106,119NEW
272FASTFASTENAL CO$1.9M0.10%+42,320NEW
273HHYATT HOTELS CORP$1.9M0.10%+5,563+97.5%
274VVISA INC$1.9M0.10%+5,718NEW
275CENXCENTURY ALUM CO$1.9M0.10%+2,970+10.4%
276FISVFISERV INC$1.8M0.10%16,231−35.5%
277MTHMERITAGE HOMES CORP$1.8M0.10%+17,427+175.1%
278AONAON PLC$1.8M0.10%+5,883NEW
279COLMCOLUMBIA SPORTSWEAR CO$1.8M0.10%+30,070NEW
280NVTNVENT ELEC PLC$1.8M0.10%19,583−60.5%
281JBHTHUNT J B TRANS SVCS INC$1.8M0.10%16,190−69.1%
282KMXCARMAX INC$1.8M0.10%+46,284NEW
283LOPEGRAND CANYON ED INC$1.8M0.10%+5,271+98.2%
284ARMKARAMARK$1.8M0.10%+39,309NEW
285ADTNADTRAN HOLDINGS INC$1.8M0.10%+100,956NEW
286GHGUARDANT HEALTH INC$1.8M0.10%+3,878+23.5%
287UHALU HAUL HOLDING COMPANY$1.8M0.10%+7,483+27.7%
288UUNITY SOFTWARE INC$1.8M0.10%9,069−12.0%
289AFGAMERICAN FINANCIAL GROUP INC$1.7M0.09%+13,074NEW
290UALUNITED AIRLS HLDGS INC$1.7M0.09%+19,340NEW
291AMBAAMBARELLA INC$1.7M0.09%+20,561+442.3%
292PIIPOLARIS INC$1.7M0.09%+19,800+312.8%
293ACVAACV AUCTIONS INC$1.7M0.09%+331,557NEW
294YOUCLEAR SECURE INC$1.7M0.09%+32,182NEW
295WABWABTEC$1.7M0.09%+2,667+72.2%
296ERIEERIE INDTY CO$1.7M0.09%3,366−30.1%
297NSITINSIGHT ENTERPRISES INC$1.7M0.09%+11,674+100.0%
298COHRCOHERENT CORP$1.7M0.09%+5,320NEW
299SJMSMUCKER J M CO$1.7M0.09%+17,246NEW
300SEMSELECT MED HLDGS CORP$1.7M0.09%+102,636NEW
301JOEST JOE CO$1.7M0.09%+11,459+79.8%
302SUNCSUNOCOCORP LLC$1.7M0.09%+24,990NEW
303SGISOMNIGROUP INTERNATIONAL INC$1.7M0.09%14,751−40.3%
304RBCRBC BEARINGS INC$1.7M0.09%786−22.1%
305OZKBANK OZK LITTLE ROCK ARK$1.6M0.09%+12,077+55.4%
306ISRGINTUITIVE SURGICAL INC$1.6M0.09%+1,615+82.9%
307BWABORGWARNER INC$1.6M0.09%+28,543NEW
308ZWSZURN ELKAY WATER SOLNS CORP$1.6M0.09%+4,847+18.3%
309POSTPOST HLDGS INC$1.6M0.09%+15,495NEW
310OLNOLIN CORP$1.6M0.09%+40,238+244.1%
311NVTSNAVITAS SEMICONDUCTOR CORP$1.6M0.09%+96,581NEW
312RPDRAPID7 INC$1.6M0.09%+269,883NEW
313CWCURTISS WRIGHT CORP$1.6M0.09%2,366−51.8%
314AMCRAMCOR PLC$1.6M0.09%+41,607NEW
315NWNNORTHWEST NAT HLDG CO$1.6M0.09%+29,858NEW
316POWLPOWELL INDS INC$1.6M0.09%+5,684NEW
317TPCTUTOR PERINI CORP$1.6M0.09%13,306−44.0%
318TFSLTFS FINL CORP$1.6M0.09%+19,631+23.1%
319TARSTARSUS PHARMACEUTICALS INC$1.6M0.09%+15,913+181.7%
320VRNSVARONIS SYS INC$1.6M0.09%+59,471NEW
321TRMBTRIMBLE INC$1.6M0.08%+23,201NEW
322NRGNRG ENERGY INC$1.5M0.08%+9,880NEW
323SNASNAP ON INC$1.5M0.08%+4,000NEW
324GTGOODYEAR TIRE & RUBR CO$1.5M0.08%+215,705NEW
325DBXDROPBOX INC$1.5M0.08%+10,822+20.9%
326IBPINSTALLED BLDG PRODS INC$1.5M0.08%216−4.0%
327MKLMARKEL GROUP INC$1.5M0.08%+845NEW
328AVAVAEROVIRONMENT INC$1.5M0.08%+6,664+658.5%
329MSIMOTOROLA SOLUTIONS INC$1.5M0.08%27,728−89.1%
330TOLTOLL BROTHERS INC$1.5M0.08%+3,636+53.5%
331NVSTENVISTA HOLDINGS CORPORATION$1.5M0.08%+56,723NEW
332MGEEMGE ENERGY INC$1.5M0.08%+7,925+76.4%
333NMRKNEWMARK GROUP INC$1.5M0.08%+241+0.3%
334DTDYNATRACE INC$1.5M0.08%48,261−54.5%
335SMGSCOTTS MIRACLE-GRO CO$1.4M0.08%+23,007NEW
336UHAL/BU HAUL HOLDING COMPANY$1.4M0.08%20,895−40.9%
337NBTBNBT BANCORP INC$1.4M0.08%+8,326+34.8%
338CRVLCORVEL CORP$1.4M0.08%2,801−10.3%
339SHAKSHAKE SHACK INC$1.4M0.08%+2,956+27.8%
340AMPXAMPRIUS TECHNOLOGIES INC$1.4M0.08%+65,508NEW
341JBLUJETBLUE AIRWAYS CORP$1.4M0.07%+295,018NEW
342BELFBBEL FUSE INC$1.4M0.07%+4,940NEW
343ALLEALLEGION PLC$1.4M0.07%6,466−39.5%
344DEDEERE & CO$1.3M0.07%+2,281NEW
345LPXLOUISIANA PAC CORP$1.3M0.07%+18,494NEW
346SWXSOUTHWEST GAS HLDGS INC$1.3M0.07%+14,067NEW
347UCBUNITED CMNTY BKS BLAIRSVLE G$1.3M0.07%+26,950+220.7%
348WORWORTHINGTON ENTERPRISES INC$1.3M0.07%+17,358+271.9%
349NAVNNAVAN INC$1.3M0.07%+73,631NEW
350SPSCSPS COMM INC$1.3M0.07%+22,864NEW
351GRNDGRINDR INC$1.3M0.07%+57,719+151.0%
352ITWILLINOIS TOOL WKS INC$1.3M0.07%+4,967NEW
353IBKRINTERACTIVE BROKERS GROUP IN$1.3M0.07%+15,869NEW
354CRBGCOREBRIDGE FINL INC$1.2M0.07%94,941−67.7%
355PRIPRIMERICA INC$1.2M0.07%4,728−51.6%
356PRMBPRIMO BRANDS CORPORATION$1.2M0.07%+41,887+248.0%
357NHCNATIONAL HEALTHCARE CORP$1.2M0.06%+1,454+27.0%
358DXCMDEXCOM INC$1.2M0.06%+19,906NEW
359CLHCLEAN HARBORS INC$1.2M0.06%+3,783NEW
360IPARINTERPARFUMS INC$1.2M0.06%+7,665+147.0%
361LFSTLIFESTANCE HEALTH GROUP INC$1.2M0.06%+154,908NEW
362KNSLKINSALE CAP GROUP INC$1.2M0.06%+2,256+166.7%
363FFIVF5 INC$1.2M0.06%+3,581NEW
364WBIWATERBRIDGE INFRASTRUCTURE L$1.2M0.06%27,577−41.8%
365PAGPENSKE AUTOMOTIVE GRP INC$1.1M0.06%10,235−60.5%
366SNXTD SYNNEX CORPORATION$1.1M0.06%1,041−17.2%
367PBHPRESTIGE CONSMR HEALTHCARE I$1.1M0.06%+20,161NEW
368DBDEUTSCHE BK AG$1.1M0.06%240,355−86.8%
369HOMBHOME BANCSHARES INC$1.1M0.06%+41,415NEW
370LYBLYONDELLBASELL INDUSTRIES NV$1.1M0.06%218,369−93.6%
371FIZZNATIONAL BEVERAGE CORP$1.1M0.06%2,354−6.8%
372PHRPHREESIA INC$1.1M0.06%+119,183NEW
373BRBRBELLRING BRANDS INC$1.1M0.06%+41,966+218.8%
374TDCTERADATA CORP DEL$1.1M0.06%+40,542NEW
375VIRTVIRTU FINL INC$1.1M0.06%+21,419NEW
376WWAYFAIR INC$1.1M0.06%52,100−75.8%
377ONONON HLDG AG$1.1M0.06%+29,823NEW
378TNETTRINET GROUP INC$1.1M0.06%+14,459+166.4%
379BRCBRADY CORP$1.1M0.06%+12,938NEW
380GTLBGITLAB INC$1.1M0.06%+27,990+142.0%
381AJGGALLAGHER ARTHUR J & CO$1.0M0.06%+5,065NEW
382HNGEHINGE HEALTH INC$1.0M0.06%102,533−81.4%
383AESIATLAS ENERGY SOLUTIONS INC$1.0M0.05%+57,916NEW
384SFMSPROUTS FMRS MKT INC$1.0M0.05%+12,294NEW
385ETSYETSY INC$988K0.05%6,488−29.7%
386LEALEAR CORP$987K0.05%+7,764NEW
387SPTSPROUT SOCIAL INC$985K0.05%+164,128NEW
388CNOCNO FINL GROUP INC$977K0.05%+16,025+268.8%
389AAALCOA CORP$971K0.05%32,607−68.2%
390JBLJABIL INC$966K0.05%8,668−75.2%
391EFSCENTERPRISE FINL SVCS CORP$966K0.05%+16,707NEW
392SYNASYNAPTICS INC$962K0.05%+5,803+129.6%
393CDNSCADENCE DESIGN SYSTEM INC$960K0.05%4,792−62.2%
394IDAIDACORP INC$955K0.05%4,827−42.8%
395BBARRICK MNG CORP$953K0.05%53,448−68.8%
396CCKCROWN HLDGS INC$950K0.05%40,485−80.7%
397USLMUNITED STS LIME & MINERALS I$944K0.05%+6,995+395.4%
398NJRNEW JERSEY RES CORP$941K0.05%+16,707NEW
399AAPLAPPLE INC$940K0.05%26,204−88.3%
400RLIRLI CORP$935K0.05%+18,056NEW
401CWENCLEARWAY ENERGY INC$929K0.05%+8,211+55.4%
402CBRLCRACKER BARREL OLD CTRY STOR$927K0.05%+15,207+105.8%
403METAMETA PLATFORMS INC$924K0.05%11,802−88.7%
404SYKSTRYKER CORPORATION$921K0.05%30,647−91.3%
405DYDYCOM INDS INC$905K0.05%849−28.0%
406ALITALIGHT INC$903K0.05%HELD
407SLGNSILGAN HLDGS INC$899K0.05%+22,164NEW
408PAYCPAYCOM SOFTWARE INC$897K0.05%+7,075NEW
409ZGNERMENEGILDO ZEGNA N V$896K0.05%14,509−16.4%
410ALLALLSTATE CORP$892K0.05%16,612−80.2%
411UAAUNDER ARMOUR INC$884K0.05%35,094−20.0%
412AEOAMERICAN EAGLE OUTFITTERS IN$879K0.05%7,550−13.0%
413NTSKNETSKOPE INC$877K0.05%+88,057NEW
414VVXV2X INC$874K0.05%+12,892NEW
415YEXTYEXT INC$872K0.05%+226,036NEW
416PORPORTLAND GEN ELEC CO$869K0.05%+16,741NEW
417WTWWILLIS TOWERS WATSON PLC LTD$864K0.05%+1,368+68.3%
418IHSIHS HOLDING LIMITED$855K0.05%+54,659+110.4%
419HIMSHIMS & HERS HEALTH INC$854K0.05%+31,448NEW
420BGBUNGE GLOBAL SA$848K0.05%+6,677NEW
421EFXEQUIFAX INC$846K0.05%+4,861NEW
422BLDPBALLARD PWR SYS INC NEW$839K0.05%+146,639+146.6%
423MOSMOSAIC CO$838K0.05%+25,716+249.4%
424PNWPINNACLE WEST CAP CORP$818K0.04%44,850−85.0%
425QLYSQUALYS INC$816K0.04%+7,768+480.1%
426VSHVISHAY INTERTECHNOLOGY INC$816K0.04%+28,153NEW
427AVAAVISTA CORP$811K0.04%+19,733NEW
428COFCAPITAL ONE FINL CORP$808K0.04%+4,225NEW
429ADARRAY DIGITAL INFRASTRUCTURE$799K0.04%+9,566+146.8%
430CALYCALLAWAY GOLF CO$797K0.04%+41,826+406.6%
431WHRWHIRLPOOL CORP$795K0.04%+14,181NEW
432BANFBANCFIRST CORP$793K0.04%+690+10.8%
433WRBBERKLEY W R CORP$793K0.04%14,022−54.2%
434NTNXNUTANIX INC$791K0.04%+19,343NEW
435CBANCOLONY BANKCORP INC$786K0.04%+39,608NEW
436BROBROWN & BROWN INC$780K0.04%+12,975NEW
437FHBFIRST HAWAIIAN INC$777K0.04%+18,888+196.9%
438SFBSSERVISFIRST BANCSHARES INC$766K0.04%9,025−48.4%
439NKTRNEKTAR THERAPEUTICS$761K0.04%+8,948NEW
440GENIGENIUS SPORTS LIMITED$758K0.04%+38,198+28.2%
441FSSFEDERAL SIGNAL CORP$757K0.04%1,091−15.1%
442PLPLANET LABS PBC$748K0.04%144,881−87.7%
443BULLWEBULL CORP$747K0.04%+109,302NEW
444INDVINDIVIOR PHARMACEUTICALS INC$746K0.04%+20,270NEW
445TWITITAN INTL INC ILL$742K0.04%+97,406NEW
446CALMCAL MAINE FOODS INC$742K0.04%+9,599NEW
447APPFAPPFOLIO INC$730K0.04%+4,369NEW
448DANDANA INC$729K0.04%+20,002NEW
449ASANASANA INC$728K0.04%41,038−26.3%
450BANRBANNER CORP$728K0.04%993−8.4%
451SOLVSOLVENTUM CORP$725K0.04%5,148−32.4%
452PLAYDAVE & BUSTERS ENTMT INC$719K0.04%+63,788NEW
453DRVNDRIVEN BRANDS HLDGS INC$717K0.04%+17,425+49.2%
454AMBPARDAGH METAL PACKAGING S A$710K0.04%+125,601+213.5%
455SIGISELECTIVE INS GROUP INC$709K0.04%+8,440NEW
456CNNECANNAE HLDGS INC$697K0.04%+51,604NEW
457FELEFRANKLIN ELEC INC$696K0.04%7,122−50.6%
458TRMDTORM PLC$695K0.04%+21,355NEW
459INTUINTUIT$685K0.04%+1,764NEW
460GMGENERAL MTRS CO$672K0.04%62,287−87.7%
461UGIUGI CORP NEW$669K0.04%51,334−73.5%
462ANDEANDERSONS INC$659K0.04%+8,396NEW
463GRDNGUARDIAN PHARMACY SVCS INC$656K0.04%13,573−43.4%
464REALTHE REALREAL INC$653K0.04%+37,671+218.7%
465SNDKSANDISK CORP$651K0.04%+594NEW
466VTRSVIATRIS INC$649K0.04%+43,445NEW
467SWBISMITH & WESSON BRANDS INC$648K0.04%+41,729NEW
468MRAMEVERSPIN TECHNOLOGIES INC$647K0.04%+11,338+47.1%
469RHIROBERT HALF INC.$644K0.04%168−0.7%
470VVVVALVOLINE INC$634K0.03%8,367−30.5%
471TENBTENABLE HLDGS INC$634K0.03%30,073−49.8%
472SBCFSEACOAST BKG CORP FLA$632K0.03%+13,014+184.2%
473PDPAGERDUTY INC$619K0.03%+93,045NEW
474COTYCOTY INC$610K0.03%+181,875+274.9%
475MCHBMECHANICS BANCORP$607K0.03%+9,324+29.3%
476PENNPENN ENTERTAINMENT INC$603K0.03%+34,539NEW
477MORNMORNINGSTAR INC$599K0.03%4,676−56.8%
478FEFIRSTENERGY CORP$598K0.03%+12,590NEW
479NWENORTHWESTERN ENERGY GROUP IN$571K0.03%+7,891NEW
480PCARPACCAR INC$559K0.03%+4,704NEW
481INTTINTEST CORP$558K0.03%+29,844NEW
482RHRH$556K0.03%+1,950+86.3%
483PRVAPRIVIA HEALTH GROUP INC$549K0.03%+22,083NEW
484MMSIMERIT MED SYS INC$543K0.03%+4,317+118.3%
485STXSEAGATE TECHNOLOGY HLDNGS PL$540K0.03%+801NEW
486HGVHILTON GRAND VACATIONS INC$531K0.03%+5,139+83.5%
487PANLPANGAEA LOGISTICS SOLUTION L$526K0.03%+22,563+48.9%
488TKRTIMKEN CO$524K0.03%+4,729NEW
489LQDALIQUIDIA CORPORATION$522K0.03%76,780−85.2%
490CTRACOTERRA ENERGY INC$520K0.03%+14,478NEW
491DRSLEONARDO DRS INC$520K0.03%97,713−88.4%
492ISTRINVESTAR HOLDING CORP$512K0.03%+18,481NEW
493LMATLEMAITRE VASCULAR INC$508K0.03%+4,629NEW
494ESTCELASTIC N V$503K0.03%764−6.6%
495CWANCLEARWATER ANALYTICS HLDGS I$502K0.03%+20,725NEW
496PEVERPURE INC$501K0.03%+7,014NEW
497T86TRI POINTE HOMES INC$496K0.03%16,604−61.1%
498PRMPERIMETER SOLUTIONS INC$495K0.03%+16,334NEW
499UNMUNUM GROUP$495K0.03%31,234−83.5%
500PRUPRUDENTIAL FINL INC$495K0.03%281−5.3%

Source: SEC EDGAR · accession 0001420506-26-001140. 13F discloses long positions only — shorts, foreign equities, and options are excluded.