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Institutional

Perbak Capital Partners LLP

CIK 0001968437
$406.4M
Reported AUM
294
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Perbak Capital Partners LLP · Q1 2026

AI · grounded in 13F

Perbak Capital Partners LLP established a new position in XLY valued at $16.9M. The fund also opened new stakes in VNQ for $8.6M and XLB for $8.6M. On the sell side, the fund trimmed its holdings in RSP by 82.1% and SPY by 75.3%. Additionally, it closed out positions in XRT and WAT, reducing exposure by $4.5M and $4.5M respectively.

Portfolio · Q1 2026

XLI$74.7MXLYXLPOIHKIERSPSPYVNQXLBXLVOther$214.7MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1XLISELECT SECTOR SPDR TR$174.18-1.12%21.80%81.29%$74.7M18.38%+222,608+93.0%
2XLYSELECT SECTOR SPDR TR$114.86-2.05%9.13%32.41%$16.9M4.16%+155,076NEW
3XLPSELECT SECTOR SPDR TR$83.441.71%4.97%32.24%$16.3M4.02%8,217−4.0%
4OIHVANECK ETF TRUST$414.70-5.53%83.53%133.43%$13.8M3.39%30,703−47.4%
5KIESPDR SERIES TRUST$56.902.97%-2.86%62.28%$11.5M2.83%83,664−28.6%
6RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$11.1M2.74%266,373−82.1%
7SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$10.9M2.68%51,003−75.3%
8VNQVANGUARD INDEX FDS$96.790.72%11.98%9.39%$8.6M2.13%+97,504NEW
9XLBSELECT SECTOR SPDR TR$50.63-1.92%17.62%32.57%$8.6M2.11%+171,243NEW
10XLVSELECT SECTOR SPDR TR$153.010.61%15.89%25.01%$8.6M2.10%+58,330NEW
11BAHBOOZ ALLEN HAMILTON HLDG COR$79.48-0.66%-21.11%1.16%$6.1M1.51%+78,444NEW
12SOXXISHARES TR$539.77-10.44%149.94%268.61%$4.5M1.12%13,894−50.1%
13DKNGDRAFTKINGS INC NEW$24.93-1.73%-30.38%-48.60%$4.1M1.01%+101,701+116.6%
14XHBSPDR SERIES TRUST$103.51-1.16%9.65%42.85%$4.0M0.99%+1,460+3.7%
15NOCNORTHROP GRUMMAN CORP$544.40-0.14%13.52%62.60%$4.0M0.99%+5,906NEW
16ACNACCENTURE PLC IRELAND$178.25-0.34%-43.13%-39.60%$4.0M0.99%+20,293NEW
17LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$3.8M0.93%+6,286NEW
18GEGE AEROSPACE$328.000.11%28.99%419.83%$3.4M0.83%+11,952NEW
19GDGENERAL DYNAMICS CORP$346.441.45%27.61%96.66%$3.3M0.81%+9,584NEW
20RTXRTX CORPORATION$180.990.88%32.19%132.37%$3.1M0.76%+16,087NEW
21SAROSTANDARDAERO INC$25.610.23%-16.12%-10.64%$2.8M0.70%+109,800NEW
22SLGNSILGAN HLDGS INC$36.630.96%-30.79%-2.18%$2.5M0.63%+65,543NEW
23PKGPACKAGING CORP AMER$222.82-0.83%16.24%81.29%$2.2M0.53%+7,925+355.2%
24NVTNVENT ELEC PLC$162.86-6.34%141.34%453.84%$1.9M0.46%+15,961NEW
25MODMODINE MFG CO$276.51-8.20%195.35%1552.78%$1.8M0.45%+8,486NEW
26LSTRLANDSTAR SYS INC$218.06-0.68%60.01%53.48%$1.8M0.45%+6,625+137.9%
27IPINTERNATIONAL PAPER CO$33.61-0.80%-25.62%-23.26%$1.8M0.45%+50,932NEW
28CNCCENTENE CORP DEL$62.33-0.59%13.00%-9.15%$1.8M0.45%+55,380NEW
29VRTVERTIV HOLDINGS CO$300.51-7.23%160.82%976.62%$1.8M0.45%+130+1.8%
30KTOSKRATOS DEFENSE & SEC SOLUTIO$58.52-7.70%44.60%115.15%$1.7M0.41%+23,482NEW
31HUMHUMANA INC$350.080.08%$1.6M0.39%+9,194NEW
32CVSCVS HEALTH CORP$95.931.17%$1.4M0.35%+20,078NEW
33ADSKAUTODESK INC$229.96-1.58%$1.4M0.34%+5,795NEW
34EXPDEXPEDITORS INTL WASH INC$160.440.19%$1.3M0.31%+3,915+79.6%
35PTCPTC INC$137.00-1.29%$1.3M0.31%+8,797NEW
36GEVGE VERNOVA INC$933.61-3.09%$1.2M0.29%565−29.3%
37ALKSALKERMES PLC$42.80-1.34%$1.1M0.27%+31,185NEW
38CHRWC H ROBINSON WORLDWIDE IN$184.09-0.27%$1.1M0.26%+1,748+37.4%
39RFREGIONS FINANCIAL CORP NEW$28.540.39%$1.0M0.26%+39,865NEW
40CITHE CIGNA GROUP$289.483.14%$1.0M0.26%+3,896NEW
41FNBF N B CORP$17.690.28%$1.0M0.26%+61,991NEW
42MOHMOLINA HEALTHCARE INC$190.86-1.01%$1.0M0.25%+7,755NEW
43LOWLOWES COS INC$210.741.55%$1.0M0.25%+2,450+128.5%
44PJTPJT PARTNERS INC$157.22-1.82%$1.0M0.25%+5,067+222.0%
45HWCHANCOCK WHITNEY CORPORATION$69.380.29%$1.0M0.25%+16,110NEW
46PBPROSPERITY BANCSHARES INC$69.360.89%$1.0M0.25%+15,221NEW
47GNWGENWORTH FINL INC$8.662.12%$1.0M0.25%+125,533NEW
48ESNTESSENT GROUP LTD$57.440.47%$1.0M0.25%+10,531+153.9%
49SCISERVICE CORP INTL$69.68-0.19%$1.0M0.25%+6,854+125.9%
50TJXTJX COS INC NEW$160.711.31%$1.0M0.25%+4,842+324.7%
51ZWSZURN ELKAY WATER SOLNS CORP$47.37-0.17%$1.0M0.25%+16,790+291.8%
52CAGCONAGRA BRANDS INC$13.012.60%$1.0M0.25%+37,536+140.7%
53WSMWILLIAMS SONOMA INC$204.98-1.49%$1.0M0.25%+3,154+132.7%
54ALLEALLEGION PLC$130.16-0.15%$1.0M0.25%+5,308+325.2%
55USBUS BANCORP$55.690.41%$1.0M0.25%+19,362NEW
56SAMBOSTON BEER INC$164.722.26%$1.0M0.25%+3,229+284.2%
57BXBLACKSTONE INC$115.35-2.70%$1.0M0.25%+5,783+196.4%
58NEUNEWMARKET CORP$790.13-0.56%$999K0.25%+1,558NEW
59GRMNGARMIN LTD$236.57-2.23%$996K0.24%+4,291NEW
60HSTHOST HOTELS & RESORTS INC$24.620.70%$995K0.24%+31,939+159.8%
61JBHTHUNT J B TRANS SVCS INC$284.950.58%$995K0.24%+4,695NEW
62MRPMILLROSE PPTYS INC$28.930.42%$993K0.24%+26,934+315.6%
63PPCPILGRIMS PRIDE CORP$29.883.14%$992K0.24%+19,816+306.7%
64CMCSACOMCAST CORP NEW$23.822.10%$989K0.24%+24,264+238.6%
65CCKCROWN HLDGS INC$93.380.34%$986K0.24%+9,838NEW
66ICUIICU MED INC$136.611.25%$986K0.24%+4,626+153.9%
67WSOWATSCO INC$371.380.63%$982K0.24%+1,388+105.8%
68RBCRBC BEARINGS INC$590.090.06%$981K0.24%7,850−81.3%
69NKENIKE INC$42.98-1.47%$976K0.24%+10,832+141.6%
70ADCAGREE RLTY CORP$73.411.63%$976K0.24%+12,947NEW
71CLCOLGATE PALMOLIVE CO$88.584.09%$975K0.24%+8,551+295.7%
72SPGSIMON PPTY GROUP INC NEW$210.311.98%$968K0.24%+3,954+320.7%
73SNASNAP ON INC$379.770.23%$966K0.24%+1,384+108.5%
74COLMCOLUMBIA SPORTSWEAR CO$64.22-1.03%$964K0.24%+9,619+120.7%
75BLKBLACKROCK INC$995.60-2.64%$961K0.24%+656+191.3%
76NOGNORTHERN OIL & GAS INC$20.98-4.11%$951K0.23%+32,544NEW
77DDSDILLARDS INC$606.27-1.18%$945K0.23%+1,029+165.4%
78CTVACORTEVA INC$77.03-0.56%$941K0.23%+5,400+92.5%
79AMANTERO MIDSTREAM CORP$21.52-0.28%$940K0.23%+41,235NEW
80OHIOMEGA HEALTHCARE INVS INC$44.471.83%$939K0.23%+21,424NEW
81PAYCPAYCOM SOFTWARE INC$137.620.39%$937K0.23%+4,942+178.7%
82REGNREGENERON PHARMACEUTICALS$635.451.07%$931K0.23%+891+283.8%
83RMDRESMED INC$196.040.89%$929K0.23%+2,738+195.3%
84STNGSCORPIO TANKERS INC$75.961.17%$929K0.23%+7,627+158.4%
85TPRTAPESTRY INC$140.10-0.26%$918K0.23%+4,869+297.8%
86STLDSTEEL DYNAMICS INC$268.50-3.02%$917K0.23%+2,492+95.8%
87LCIILCI INDS$94.26-1.85%$914K0.23%+7,436NEW
88AITAPPLIED INDL TECHNOLOGIES IN$315.290.52%$911K0.22%+1,739+102.5%
89TTCTORO CO$87.21-1.82%$896K0.22%+9,584NEW
90OLEDUNIVERSAL DISPLAY CORP$86.11-4.53%$888K0.22%+9,693NEW
91UPSUNITED PARCEL SVCS INC$108.54-1.52%$877K0.22%+1,961+28.2%
92VEEVVEEVA SYS INC$172.61-3.35%$864K0.21%+3,559+262.3%
93CBTCABOT CORP$80.88-2.60%$862K0.21%+11,446NEW
94CALMCAL MAINE FOODS INC$75.651.60%$862K0.21%+10,890NEW
95CMICUMMINS INC$651.22-3.96%$859K0.21%+865+118.3%
96PECOPHILLIPS EDISON & CO INC$40.312.88%$854K0.21%+22,835NEW
97UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%$853K0.21%+1,438NEW
98NTAPNETAPP INC$167.04-6.61%$853K0.21%+4,538+119.8%
99EXLSEXLSERVICE HLDGS INC$29.670.99%$852K0.21%+18,856+206.3%
100CASYCASEYS GEN STORES INC$761.910.04%$843K0.21%+1,158NEW
101WTSWATTS WATER TECHNOLOGIES INC$840K0.21%+1,402+94.1%
102THOTHOR INDS INC$837K0.21%+6,318+152.0%
103ZBRAZEBRA TECHNOLOGIES CORPORATI$832K0.20%+2,314+138.9%
104GILDGILEAD SCIENCES INC$832K0.20%+5,968NEW
105JPMJPMORGAN CHASE & CO$827K0.20%+2,811NEW
106DVADAVITA INC$823K0.20%+5,358NEW
107BBWIBATH & BODY WORKS INC$816K0.20%+43,681NEW
108DBXDROPBOX INC$812K0.20%+23,711+197.2%
109TSNTYSON FOODS INC$807K0.20%+4,779+61.1%
110KNSLKINSALE CAP GROUP INC$800K0.20%+1,548+195.2%
111FDXFEDEX CORP$798K0.20%229−9.3%
112ECLECOLAB INC$788K0.19%+2,963NEW
113SUNCSUNOCOCORP LLC$773K0.19%+12,532NEW
114MBLYMOBILEYE GLOBAL INC$767K0.19%+73,785+195.0%
115ELSEQUITY LIFESTYLE PROPERTIES$764K0.19%+12,236NEW
116SBRASABRA HEALTH CARE REIT INC$763K0.19%+39,703NEW
117URBNURBAN OUTFITTERS INC$760K0.19%+7,885+191.8%
118ITGARTNER INC$759K0.19%+2,983+164.9%
119DUOLDUOLINGO INC$755K0.19%+5,910+337.7%
120EOGEOG RES INC$752K0.19%+701+15.6%
121LYFTLYFT INC$744K0.18%+55,974NEW
122ODFLOLD DOMINION FREIGHT LINE IN$740K0.18%3,032−44.5%
123SNXTD SYNNEX CORPORATION$740K0.18%+4,386NEW
124FFORD MTR CO$740K0.18%+64,098NEW
125FERGFERGUSON ENTERPRISES INC$738K0.18%+2,016+175.6%
126OMCOMNICOM GROUP INC$734K0.18%+9,744NEW
127PAYXPAYCHEX INC$733K0.18%+5,742+258.9%
128GLBEGLOBAL E ONLINE LTD$730K0.18%+13,104+124.2%
129TRVTRAVELERS COMPANIES INC$721K0.18%+2,471NEW
130TTTRANE TECHNOLOGIES PLC$720K0.18%+1,168+208.6%
131VSNTVERSANT MEDIA GROUP INC$716K0.18%+19,336NEW
132PNCPNC FINL SVCS GROUP INC$712K0.18%+1,266+58.7%
133CWCURTISS WRIGHT CORP$710K0.17%+668+178.1%
134ALLALLSTATE CORP$710K0.17%+2,368+224.7%
135TFIITRANSFORCE INC$688K0.17%539−7.8%
136HUNHUNTSMAN CORP$684K0.17%+9,464+22.6%
137VFCV F CORP$679K0.17%+39,992NEW
138PSNPARSONS CORP DEL$677K0.17%+12,498NEW
139KNXKNIGHT-SWIFT TRANSN HLDGS IN$675K0.17%1,368−10.5%
140WERNWERNER ENTERPRISES INC$673K0.17%+632+2.8%
141ABNBAIRBNB INC$671K0.17%+2,172+69.1%
142MEDPMEDPACE HLDGS INC$670K0.16%+1,396NEW
143TDGTRANSDIGM GROUP INC$669K0.16%+577NEW
144CVCOCAVCO INDS INC DEL$663K0.16%+1,369NEW
145BULLWEBULL CORP$659K0.16%+137,267NEW
146MNSTMONSTER BEVERAGE CORP NEW$657K0.16%+9,072NEW
147CZRCAESARS ENTERTAINMENT INC NE$647K0.16%+24,465NEW
148COKECOCA COLA CONS INC$642K0.16%+3,349NEW
149RIVNRIVIAN AUTOMOTIVE INC$641K0.16%+29,458+224.0%
150WIXWIX COM LTD$640K0.16%+3,726+110.4%
151RHIROBERT HALF INC.$628K0.15%+24,719NEW
152CFGCITIZENS FINL GROUP INC$626K0.15%+10,437NEW
153METAMETA PLATFORMS INC$622K0.15%+752+223.8%
154ISRGINTUITIVE SURGICAL INC$619K0.15%+1,342NEW
155PTONPELOTON INTERACTIVE INC$616K0.15%+143,515NEW
156FOXAFOX CORP$614K0.15%+7,105+208.4%
157ADPAUTOMATIC DATA PROCESSING IN$611K0.15%+3,008NEW
158FRSHFRESHWORKS INC$610K0.15%+50,050+192.7%
159VRSKVERISK ANALYTICS INC$608K0.15%+1,480+85.7%
160FASTFASTENAL CO$606K0.15%+13,071NEW
161EWEDWARDS LIFESCIENCES CORP$600K0.15%+7,497NEW
162KEYSKEYSIGHT TECHNOLOGIES INC$597K0.15%+2,116NEW
163MRCYMERCURY SYS INC$597K0.15%+8,184NEW
164LOPEGRAND CANYON ED INC$590K0.15%+3,468NEW
165CARTMAPLEBEAR INC$587K0.14%+15,683NEW
166CVNACARVANA CO$564K0.14%+1,123+167.6%
167SCCOSOUTHERN COPPER CORP$562K0.14%+285+9.6%
168XPOXPO INC$561K0.14%1,599−35.7%
169NYTNEW YORK TIMES CO MTN BE$561K0.14%+6,698NEW
170FIGFIGMA INC$560K0.14%+18,112+216.4%
171MRNAMODERNA INC$558K0.14%+10,991NEW
172XYLXYLEM INC$557K0.14%+4,664NEW
173ZNGAZOOM COMMUNICATIONS INC$551K0.14%+3,741+120.3%
174AMTAMERICAN TOWER CORP$548K0.13%+3,177NEW
175AOSSMITH A O CORP$548K0.13%+8,307NEW
176TXG10X GENOMICS INC$542K0.13%+14,371+128.7%
177BKNGBOOKING HOLDINGS INC$539K0.13%+128NEW
178WWDWOODWARD INC$537K0.13%+1,500NEW
179KYMRKYMERA THERAPEUTICS INC$537K0.13%+3,805+144.2%
180GKOSGLAUKOS CORP$536K0.13%+1,618+48.1%
181GTXGARRETT MOTION INC$536K0.13%+29,500NEW
182UBERUBER TECHNOLOGIES INC$535K0.13%+7,442NEW
183NDAQNASDAQ INC$535K0.13%+6,297NEW
184ECGEVERUS CONSTR GROUP$519K0.13%+4,395NEW
185AXSMAXSOME THERAPEUTICS INC.$517K0.13%+1,856+154.4%
186AJGGALLAGHER ARTHUR J & CO$508K0.12%+2,344NEW
187SNAPSNAP INC$505K0.12%+109,862NEW
188BSYBENTLEY SYS INC$503K0.12%+14,319NEW
189FHBFIRST HAWAIIAN INC$500K0.12%+20,303NEW
190VRNSVARONIS SYS INC$499K0.12%+16,857+264.3%
191PIIPOLARIS INC$498K0.12%+9,146NEW
192USFDUS FOODS HLDG CORP$487K0.12%+5,286NEW
193RBLXROBLOX CORP$485K0.12%+8,570NEW
194NTNXNUTANIX INC$482K0.12%+12,675NEW
195CNHCNH INDL N V$480K0.12%+43,591NEW
196FTITECHNIPFMC PLC$477K0.12%3,004−30.3%
197LEVILEVI STRAUSS & CO NEW$477K0.12%+25,794NEW
198WCCWESCO INTL INC$469K0.12%+1,713NEW
199CRUSCIRRUS LOGIC INC$465K0.11%+3,215NEW
200ROPROPER TECHNOLOGIES INC$462K0.11%+1,307NEW
201BABOEING CO$462K0.11%+2,321NEW
202VNOVORNADO RLTY TR$457K0.11%+17,587NEW
203EMEEMCOR GROUP INC$457K0.11%+265+74.9%
204TRMBTRIMBLE INC$451K0.11%+6,909NEW
205OKTAOKTA INC$444K0.11%+2,574+83.9%
206JCIJOHNSON CONTROLS INTERNATION$444K0.11%+3,390NEW
207WRBYWARBY PARKER INC$440K0.11%+10,044+92.8%
208DOCSDOXIMITY INC$440K0.11%+13,563+255.9%
209FFIVF5 INC$437K0.11%+1,511NEW
210CDNSCADENCE DESIGN SYSTEM INC$432K0.11%+1,556NEW
211PATHUIPATH INC$432K0.11%+23,624+154.8%
212QSQUANTUMSCAPE CORP$430K0.11%+67,417NEW
213EXELEXELIXIS INC$430K0.11%+10,027NEW
214STRLSTERLING INFRASTRUCTURE INC$428K0.11%+1,052NEW
215GEHCGE HEALTHCARE TECHNOLOGIES I$423K0.10%+5,941NEW
216HHHHOWARD HUGHES HOLDINGS INC$420K0.10%+6,635NEW
217BBYBEST BUY INC$412K0.10%+6,410NEW
218LHXL3HARRIS TECHNOLOGIES INC$411K0.10%+455+61.8%
219AMRALPHA METALLURGICAL RESOUR I$411K0.10%+2,000NEW
220NTSKNETSKOPE INC$409K0.10%+48,182NEW
221SHCSOTERA HEALTH CO$407K0.10%+28,363NEW
222BCOBRINKS CO$405K0.10%+3,908NEW
223VLOVALERO ENERGY CORP$404K0.10%+1,636NEW
224ESIELEMENT SOLUTIONS INC$402K0.10%+11,762NEW
225ADIANALOG DEVICES INC$401K0.10%2,824−69.1%
226CSGPCOSTAR GROUP INC$400K0.10%+9,909NEW
227ALNYALNYLAM PHARMACEUTICALS INC$399K0.10%+1,205NEW
228AFGAMERICAN FINANCIAL GROUP INC$396K0.10%20−0.6%
229BANCBANC OF CALIFORNIA INC$394K0.10%+22,414NEW
230CAICARIS LIFE SCIENCES INC$393K0.10%+14,150+180.2%
231NXTNEXTPOWER INC$393K0.10%+3,263NEW
232CORTCORCEPT THERAPEUTICS INC$391K0.10%+9,709NEW
233RDDTREDDIT INC$391K0.10%+2,904NEW
234TTANSERVICETITAN INC$387K0.10%+6,093NEW
235BCCBOISE CASCADE CO DEL$381K0.09%+5,026NEW
236RRRRED ROCK RESORTS INC$380K0.09%+7,128NEW
237SKYWSKYWEST INC$374K0.09%+4,078NEW
238VLTOVERALTO CORP$373K0.09%+4,220NEW
239PINSPINTEREST INC$366K0.09%+19,948NEW
240NTRSNORTHERN TR CORP$366K0.09%+2,619NEW
241RBRKRUBRIK INC.$364K0.09%+7,430NEW
242AMRXAMNEAL PHARMACEUTICALS INC$362K0.09%+29,122NEW
243HLNEHAMILTON LANE INC$359K0.09%+3,611NEW
244WDAYWORKDAY INC$359K0.09%+2,762NEW
245AMBAAMBARELLA INC$358K0.09%+3,533+103.0%
246SUPNSUPERNUS PHARMACEUTICALS$349K0.09%+6,754NEW
247CFRCULLEN FROST BANKERS INC$348K0.09%+2,539NEW
248ROKUROKU INC$342K0.08%+1,459+67.7%
249BOKFBOK FINL CORP$334K0.08%+2,610NEW
250MTNVAIL RESORTS INC$332K0.08%+2,588NEW
251ADBEADOBE INC$332K0.08%+696+103.9%
252AMDADVANCED MICRO DEVICES INC$326K0.08%+249+18.4%
253NVSTENVISTA HOLDINGS CORPORATION$326K0.08%+12,833NEW
254SNOWSNOWFLAKE INC$324K0.08%+2,145NEW
255SESEA LTD$318K0.08%+3,837NEW
256EXPEEXPEDIA GROUP INC$316K0.08%+1,370NEW
257WDFCWD 40 CO$313K0.08%+1,537NEW
258UNFIUNITED NAT FOODS INC$300K0.07%+6,668NEW
259DXCDXC TECHNOLOGY CO$299K0.07%+23,782NEW
260AAPLAPPLE INC$297K0.07%+1,170NEW
261KVYOKLAVIYO INC$292K0.07%+8,372+126.5%
262ACMAECOM$289K0.07%+3,411NEW
263MCHPMICROCHIP TECHNOLOGY INC.$279K0.07%+4,321NEW
264ANETARISTA NETWORKS INC$276K0.07%+2,249NEW
265HNGEHINGE HEALTH INC$275K0.07%+458+6.9%
266AMZNAMAZON COM INC$268K0.07%+1,286NEW
267ALCALCON AG$265K0.07%+358+11.3%
268BMIBADGER METER INC$261K0.06%+1,710NEW
269GRALGRAIL INC$260K0.06%+5,035NEW
270PRAXPRAXIS PRECISION MEDICINES I$257K0.06%+799NEW
271CPRXCATALYST PHARMACEUTICALS INC$256K0.06%+10,337NEW
272DNLIDENALI THERAPEUTICS INC$253K0.06%+564+4.5%
273MRVLMARVELL TECHNOLOGY INC$251K0.06%8,240−76.5%
274SGISOMNIGROUP INTERNATIONAL INC$246K0.06%+3,322NEW
275TSLATESLA INC$243K0.06%+655NEW
276QLYSQUALYS INC$241K0.06%+48+1.8%
277ABCBAMERIS BANCORP$237K0.06%+3,035NEW
278CELCCELCUITY INC$236K0.06%+2,071NEW
279MICCMAGNUM ICE CREAM CO NV$233K0.06%+15,564NEW
280WMGWARNER MUSIC GROUP CORP$230K0.06%+9,000NEW
281ARWRARROWHEAD PHARMACEUTICALS IN$229K0.06%+3,657NEW
282LKQLKQ CORP$217K0.05%+7,385NEW
283GGGGRACO INC$216K0.05%+2,551NEW
284HYMCHYCROFT MINING HOLDING CORP$215K0.05%+6,098NEW
285TGTXTG THERAPEUTICS INC$214K0.05%+6,443NEW
286CRMSALESFORCE INC$212K0.05%+1,134NEW
287CPNGCOUPANG INC$212K0.05%+11,203NEW
288KOFCOCA-COLA FEMSA SAB DE CV$202K0.05%+2,075NEW
289HOMBHOME BANCSHARES INC$201K0.05%+7,455NEW
290DHTDHT HOLDINGS INC$191K0.05%21,631−67.4%
291ADPTADAPTIVE BIOTECHNOLOGIES COR$176K0.04%+12,645NEW
292TMCTMC THE METALS COMPANY INC$131K0.03%+27,963NEW
293GTMZOOMINFO TECHNOLOGIES INC$108K0.03%+18,101NEW
294CCCCCC INTELLIGENT SOLUTIONS HL$90K0.02%36,231−70.7%
295XRTSPDR SERIES TRUST52,663EXITED
296WATWATERS CORP11,754EXITED
297QGENQIAGEN NV96,094EXITED
298ILMNILLUMINA INC31,527EXITED
299DHRDANAHER CORPORATION16,736EXITED
300MTDMETTLER TOLEDO INTERNATIONAL2,593EXITED
301LYVLIVE NATION ENTERTAINMENT IN25,014EXITED
302BIOBIO RAD LABS INC11,121EXITED
303MTZMASTEC INC7,395EXITED
304QUREQUANTA SVCS INC3,274EXITED
305ETNEATON CORP PLC4,141EXITED
306MUMICRON TECHNOLOGY INC3,552EXITED
307NXPINXP SEMICONDUCTORS N V4,245EXITED
308RRYDER SYS INC3,618EXITED
309COPCONOCOPHILLIPS5,091EXITED
310EMNEASTMAN CHEM CO7,338EXITED
311RACEFERRARI N V1,260EXITED
312LINLINDE PLC1,081EXITED
313ZBHZIMMER BIOMET HOLDINGS INC5,115EXITED
314EEFTEURONET WORLDWIDE INC5,888EXITED
315KMIKINDER MORGAN INC DEL16,222EXITED
316BCBRUNSWICK CORP5,975EXITED
317CAKECHEESECAKE FACTORY INC8,747EXITED
318MTGMGIC INVT CORP WIS15,085EXITED
319CSLCARLISLE COS INC1,375EXITED
320DOVDOVER CORP2,242EXITED
321WHWYNDHAM HOTELS & RESORTS INC5,775EXITED
322CROXCROCS INC5,083EXITED
323RVTYREVVITY INC4,479EXITED
324HHYATT HOTELS CORP2,702EXITED
325NSPINSPERITY INC11,114EXITED
326MUSAMURPHY USA INC1,063EXITED
327AKAMAKAMAI TECHNOLOGIES INC4,913EXITED
328T86TRI POINTE HOMES INC13,564EXITED
329PNRPENTAIR PLC4,063EXITED
330RVLVREVOLVE GROUP INC13,993EXITED
331FSSFEDERAL SIGNAL CORP3,831EXITED
332APTVAPTIV PLC5,464EXITED
333CSWCSW INDUSTRIALS INC1,401EXITED
334PCVXVAXCYTE INC8,899EXITED
335EXPEAGLE MATLS INC1,975EXITED
336RPMRPM INTL INC3,889EXITED
337AMPAMERIPRISE FINL INC814EXITED
338DCIDONALDSON INC4,418EXITED
339ELVELEVANCE HEALTH INC FORMERLY1,094EXITED
340BILLBILL HOLDINGS INC6,932EXITED
341ITWILLINOIS TOOL WKS INC1,508EXITED
342KEXKIRBY CORP3,371EXITED
343FBPFIRST BANCORP P R17,611EXITED
344AWIARMSTRONG WORLD INDS INC NEW1,900EXITED
345MLIMUELLER INDS INC3,159EXITED
346KOCOCA COLA CO5,143EXITED
347TXTTEXTRON INC4,080EXITED
348ALGNALIGN TECHNOLOGY INC2,256EXITED
349PRKSUNITED PARKS & RESORTS INC9,489EXITED
350CHYMCHIME FINL INC12,999EXITED
351AURAURORA INNOVATION INC84,657EXITED
352GTESGATES INDL CORP PLC14,982EXITED
353UPSTUPSTART HLDGS INC7,217EXITED
354VVISA INC898EXITED
355TFXTELEFLEX INCORPORATED2,559EXITED
356AYIACUITY INC854EXITED
357TRUTRANSUNION3,562EXITED
358MNDYMONDAY COM LTD2,059EXITED
359DTMDT MIDSTREAM INC2,507EXITED
360PSXPHILLIPS 662,292EXITED
361COOCOOPER COS INC3,601EXITED
362HAYWHAYWARD HLDGS INC19,076EXITED
363GMGENERAL MTRS CO3,515EXITED
364BKBANK NEW YORK MELLON CORP2,426EXITED
365ITRIITRON INC2,971EXITED
366OPCHOPTION CARE HEALTH INC8,550EXITED
367BCPCBALCHEM CORP1,765EXITED
368CVSAADTALEM GLOBAL ED INC2,590EXITED
369SLNOSOLENO THERAPEUTICS INC5,767EXITED
370PEPPEPSICO INC1,858EXITED
371PGPROCTER AND GAMBLE CO1,841EXITED
372GDDYGODADDY INC2,125EXITED
373SXTSENSIENT TECHNOLOGIES CORP2,754EXITED
374KFYKORN FERRY3,907EXITED
375APLSUSDAPELLIS PHARMACEUTICALS INC10,217EXITED
376AGOASSURED GUARANTY LTD2,830EXITED
377CBCHUBB LIMITED814EXITED
378WRBBERKLEY W R CORP3,567EXITED
379PHINPHINIA INC3,947EXITED
380SSNCSS&C TECHNOLOGIES HLDGS INC2,798EXITED
381DLBDOLBY LABORATORIES INC3,797EXITED
382ABTABBOTT LABS1,927EXITED
383UHSUNIVERSAL HLTH SVCS INC1,098EXITED
384EBAYEBAY INC.2,739EXITED
385DINOHF SINCLAIR CORP5,177EXITED
386GBCIGLACIER BANCORP INC NEW5,385EXITED
387INGRINGREDION INC2,132EXITED
388LOGILOGITECH INTL S A2,315EXITED
389TELTE CONNECTIVITY PLC1,013EXITED
390IPARINTERPARFUMS INC2,709EXITED
391IOTSAMSARA INC6,464EXITED
392MCDMCDONALDS CORP735EXITED
393CHWYCHEWY INC6,779EXITED
394ARWARROW ELECTRS INC2,033EXITED
395STESTERIS PLC869EXITED
396IDXXIDEXX LABS INC319EXITED
397FUBOGBPFUBOTV INC23,183EXITED

Source: SEC EDGAR · accession 0000902664-26-002476. 13F discloses long positions only — shorts, foreign equities, and options are excluded.