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Institutional

Susquehanna Portfolio Strategies, LLC

CIK 0001996449
$6.73B
Reported AUM
959
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Susquehanna Portfolio Strategies, LLC · Q1 2026

AI · grounded in 13F

Susquehanna Portfolio Strategies, LLC established a new position in MDT as its largest buy of the quarter, allocating $60.6M. The fund also opened new stakes in TTE for $57.8M and SHW for $56.5M. On the sell side, the fund closed its entire position in DIS, reducing exposure by $44.4M. Other notable exits included closing positions in SYK and QCOM.

Portfolio · Q1 2026

Other$5.54BSL

Top holdings· first 500 of 959

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MRKMERCK & CO INC$120.790.44%58.51%82.35%$95.2M1.42%HELD
2MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$92.3M1.37%HELD
3COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$69.9M1.04%HELD
4BKRBAKER HUGHES COMPANY$62.59-5.32%68.00%232.13%$69.7M1.04%HELD
5PFEPFIZER INC$26.041.36%19.31%-21.41%$69.5M1.03%HELD
6EQIXEQUINIX INC$1080.95-0.75%20.90%45.37%$69.3M1.03%+24,164+52.0%
7LITELUMENTUM HLDGS INC$863.66-8.62%960.23%928.29%$68.4M1.02%HELD
8AAPLAPPLE INC$307.34-1.25%51.31%116.17%$67.7M1.01%HELD
9WMBWILLIAMS COS INC$71.96-0.65%22.72%258.62%$65.4M0.97%+89,246+11.0%
10PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$64.6M0.96%HELD
11INTCINTEL CORP$99.17-11.28%394.37%101.73%$61.4M0.91%HELD
12MDTMEDTRONIC PLC$81.67-0.32%-3.63%-27.91%$60.6M0.90%+699,794NEW
13GMGENERAL MTRS CO$82.11-1.33%75.11%50.40%$59.4M0.88%HELD
14TJXTJX COS INC NEW$160.711.31%26.64%151.20%$58.8M0.87%26,500−6.7%
15TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$57.8M0.86%+635,051NEW
16SHWSHERWIN WILLIAMS CO$305.301.74%-13.80%9.72%$56.5M0.84%+176,182NEW
17TERTERADYNE INC$357.93-12.03%321.03%187.38%$56.1M0.83%HELD
18CITHE CIGNA GROUP$289.483.14%-4.76%38.30%$55.4M0.82%+126,490+155.8%
19SPGSIMON PPTY GROUP INC NEW$210.311.98%36.20%116.91%$55.3M0.82%HELD
20CMICUMMINS INC$651.22-3.96%102.61%215.44%$55.3M0.82%HELD
21AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$54.8M0.82%HELD
22ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$54.3M0.81%HELD
23HLTHILTON WORLDWIDE HLDGS INC$342.05-0.31%35.99%164.53%$53.6M0.80%HELD
24BLKBLACKROCK INC$995.60-2.64%3.32%29.52%$53.0M0.79%2,295−4.0%
25SBUXSTARBUCKS CORP$95.291.22%9.11%-11.82%$52.1M0.77%70,697−10.8%
26OREALTY INCOME CORP$60.841.82%15.26%14.93%$51.7M0.77%+125,906+17.5%
27EAELECTRONIC ARTS INC$203.00-0.20%36.26%44.76%$50.5M0.75%+109,912+79.9%
28CMGCHIPOTLE MEXICAN GRILL INC$29.344.12%-44.11%-21.27%$47.8M0.71%+1,196,906+403.3%
29ORCLORACLE CORP$213.68-9.59%24.02%162.37%$47.4M0.71%1,238−0.4%
30GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$46.5M0.69%HELD
31AXPAMERICAN EXPRESS CO$310.66-0.60%$46.3M0.69%HELD
32DVNDEVON ENERGY CORP NEW$44.28-3.72%$44.7M0.66%5,300−0.6%
33ISRGINTUITIVE SURGICAL INC$422.060.77%$43.2M0.64%+17,821+23.5%
34TRGPTARGA RES CORP$266.070.75%$42.3M0.63%HELD
35AAGILENT TECHNOLOGIES INC$135.41-0.02%$41.1M0.61%+360,498NEW
36VEEVVEEVA SYS INC$172.61-3.35%$40.2M0.60%+228,898NEW
37CTRACOTERRA ENERGY INC$32.560.00%$40.1M0.60%+7,800+0.7%
38DOWDOW HLDGS INC$34.190.65%$39.8M0.59%+956,288NEW
39GOOGLALPHABET INC$368.53-0.98%$39.7M0.59%HELD
40DALDELTA AIR LINES INC$79.42-0.11%$39.2M0.58%HELD
41PLDPROLOGIS INC.$144.540.52%$39.2M0.58%16,740−5.3%
42FTITECHNIPFMC PLC$66.82-3.17%$36.9M0.55%HELD
43VTRVENTAS INC$81.73-0.35%$36.6M0.54%+28,613+6.8%
44CBRECBRE GROUP INC$130.93-0.02%$35.6M0.53%6,356−2.4%
45SUSUNCOR ENERGY INC NEW$62.22-4.96%$35.6M0.53%170,500−24.1%
46JPMJPMORGAN CHASE & CO$312.370.48%$34.8M0.52%HELD
47INSMINSMED INC$92.67-1.65%$33.9M0.50%HELD
48WDCWESTERN DIGITAL CORP$511.72-11.08%$33.7M0.50%HELD
49PRPERMIAN RESOURCES CORP$19.551.96%$33.4M0.50%+7,850+0.5%
50RYROYAL BK CDA$194.04-0.48%$33.2M0.49%HELD
51DXCMDEXCOM INC$72.860.37%$33.0M0.49%1,915−0.4%
52GRMNGARMIN LTD$236.57-2.23%$31.7M0.47%+115,668+551.5%
53CVSCVS HEALTH CORP$95.931.17%$31.3M0.47%HELD
54APAAPA CORPORATION$36.57-4.32%$30.9M0.46%+25,654+3.7%
55RGLDROYAL GOLD INC$209.041.44%$30.5M0.45%HELD
56XELXCEL ENERGY INC$79.041.63%$30.4M0.45%+16,687+4.6%
57CCITIGROUP INC$132.47-1.98%$29.9M0.45%HELD
58CFCF INDUSTRIES HOLD$111.91-1.39%$29.0M0.43%+223,668NEW
59ORLYOREILLY AUTOMOTIVE INC$90.332.18%$28.2M0.42%+95,043+45.2%
60SOSOUTHERN CO$92.601.07%$28.2M0.42%+147,833+102.6%
61CNCCENTENE CORP DEL$62.33-0.59%$27.8M0.41%HELD
62FANGDIAMONDBACK ENERGY INC$192.62-5.09%$27.2M0.40%+3,273+2.4%
63LLYELI LILLY & CO$1131.420.55%$27.2M0.40%HELD
64MLMMARTIN MARIETTA MATLS INC$575.83-0.87%$27.1M0.40%+3,010+7.0%
65PHMPULTE GROUP INC$118.400.15%$26.9M0.40%6,349−2.7%
66ETNEATON CORP PLC$395.94-5.42%$26.5M0.39%4,185−5.3%
67MCDMCDONALDS CORP$279.842.61%$26.5M0.39%106,156−55.5%
68HSTHOST HOTELS & RESORTS INC$24.780.65%$26.1M0.39%HELD
69KMIKINDER MORGAN INC DEL$31.68-0.06%$25.2M0.37%+752,339NEW
70INVHINVITATION HOMES INC$29.88-0.53%$24.8M0.37%+724,611+264.9%
71HASHASBRO INC$84.00-0.21%$24.8M0.37%HELD
72GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$24.7M0.37%+123,644+55.3%
73AERAERCAP HOLDINGS NV$136.940.37%$24.3M0.36%HELD
74NBIXNEUROCRINE BIOSCIENCES INC$163.68-0.12%$24.2M0.36%HELD
75COOCOOPER COS INC$67.348.58%$24.1M0.36%+74,455+28.3%
76EVRGEVERGY INC$82.97-0.36%$24.0M0.36%HELD
77MRNAMODERNA INC$47.44-8.04%$23.9M0.36%HELD
78BGBUNGE GLOBAL SA$128.461.58%$23.8M0.35%+20,087+12.0%
79HSYHERSHEY CO$184.581.02%$23.6M0.35%HELD
80DINOHF SINCLAIR CORP$71.39-1.98%$23.5M0.35%HELD
81PENPENUMBRA INC$320.30-0.07%$23.1M0.34%+4,025+6.1%
82CSXCSX CORP$46.991.64%$22.8M0.34%HELD
83EXPEEXPEDIA GROUP INC$228.880.75%$22.5M0.33%+44,865+85.4%
84HBANHUNTINGTON BANCSHARES INC$16.52-0.06%$21.6M0.32%563,934−29.1%
85ALBALBEMARLE CORP$155.44-6.16%$21.5M0.32%HELD
86ALCALCON AG$66.810.35%$21.3M0.32%+86,209+43.9%
87CHTRCHARTER COMMUNICATIONS INC$132.122.38%$20.6M0.31%+64,943+212.5%
88BIIBBIOGEN INC$195.34-0.57%$20.5M0.30%+5,716+5.4%
89FLUTFLUTTER ENTMT PLC$100.23-0.26%$19.9M0.30%+57,533+41.7%
90BKBANK NEW YORK MELLON CORP$142.39-1.13%$19.8M0.29%HELD
91PNWPINNACLE WEST CAP CORP$102.65-0.39%$19.0M0.28%+103,917+123.2%
92QUREQUANTA SVCS INC$26.45-5.50%$19.0M0.28%HELD
93HHYATT HOTELS CORP$193.062.08%$18.9M0.28%+25,946+24.5%
94RBLXROBLOX CORP$41.82-3.53%$18.8M0.28%+332,022NEW
95CBOECBOE GLOBAL MKTS INC$281.91-1.44%$18.8M0.28%HELD
96TSLATESLA INC$391.00-6.56%$18.7M0.28%HELD
97DTMDT MIDSTREAM INC$143.630.80%$18.5M0.28%HELD
98ALLEALLEGION PLC$129.06-0.85%$18.4M0.27%HELD
99CYTKCYTOKINETICS INC$70.51-1.35%$18.4M0.27%HELD
100METAMETA PLATFORMS INC$593.00-5.51%$18.3M0.27%13,536−29.8%
101ESSESSEX PPTY TR INC$18.0M0.27%+74,586NEW
102MOSMOSAIC CO$17.7M0.26%+694,248NEW
103DKNGDRAFTKINGS INC NEW$17.6M0.26%+813,384NEW
104NYTNEW YORK TIMES CO MTN BE$17.5M0.26%8,828−4.0%
105ESEVERSOURCE ENERGY$17.4M0.26%12,403−4.7%
106RDDTREDDIT INC$17.1M0.25%+18,031+16.5%
107PKGPACKAGING CORP AMER$17.1M0.25%+19,124+31.1%
108LDOSLEIDOS HOLDINGS INC$17.1M0.25%7,080−6.1%
109LMTLOCKHEED MARTIN CORP$17.0M0.25%7,368−20.7%
110MTDRMATADOR RES CO$16.9M0.25%+62,368+30.3%
111LEALEAR CORP$16.9M0.25%HELD
112FCXFREEPORT MCMORAN INC$16.8M0.25%HELD
113RIVNRIVIAN AUTOMOTIVE INC$16.3M0.24%HELD
114EVREVERCORE INC$16.2M0.24%HELD
115OHIOMEGA HEALTHCARE INVS INC$16.1M0.24%+1,796+0.5%
116TXRHTEXAS ROADHOUSE INC$16.1M0.24%28,300−22.5%
117BEBLOOM ENERGY CORP$16.1M0.24%HELD
118DARDARLING INGREDIENTS INC$15.7M0.23%+77,331+43.7%
119MNSTMONSTER BEVERAGE CORP NEW$15.7M0.23%+101,661+88.2%
120AM6AMICUS THERAPEUTIC$15.5M0.23%HELD
121KRKROGER CO$15.5M0.23%525,781−71.1%
122MURMURPHY OIL CORP$15.4M0.23%14,667−3.8%
123REGREGENCY CTRS CORP$14.6M0.22%12,422−6.0%
124COKECOCA COLA CONS INC$14.6M0.22%+1,525+2.0%
125URIUNITED RENTALS INC$14.6M0.22%18,840−48.5%
126DDDUPONT DE NEMOURS INC$14.6M0.22%+62,811+24.6%
127WYNNWYNN RESORTS LTD$14.5M0.22%HELD
128MPLXMPLX LP$14.4M0.21%29,580−10.5%
129MELIMERCADOLIBRE INC$14.3M0.21%+8,293NEW
130CLXCLOROX CO DEL$14.3M0.21%10,602−7.1%
131BRKRBRUKER CORP$14.2M0.21%+92,075+30.5%
132METMETLIFE INC$14.1M0.21%22,870−10.3%
133IVZINVESCO LTD$14.0M0.21%HELD
134WSTWEST PHARMACEUTICAL SVSC INC$14.0M0.21%50,750−47.7%
135WWAYFAIR INC$13.7M0.20%HELD
136VALVALARIS LTD$13.6M0.20%HELD
137AMGNAMGEN INC$13.2M0.20%HELD
138AESAES CORP$13.2M0.20%HELD
139URBNURBAN OUTFITTERS INC$13.1M0.19%+64,562+45.6%
140VRTXVERTEX PHARMACEUTICALS INC$13.0M0.19%HELD
141ILMNILLUMINA INC$12.9M0.19%HELD
142MOHMOLINA HEALTHCARE INC$12.8M0.19%+32,506+50.9%
143FRTFEDERAL RLTY INVT TR NEW$12.7M0.19%+9,967+9.1%
144CHHCHOICE HOTELS INTL INC$12.7M0.19%+36+0.0%
145AEEAMEREN CORP$12.6M0.19%+77,701+212.4%
146FRFIRST INDL RLTY TR INC$12.5M0.19%+4,185+2.0%
147CAVACAVA GROUP INC$12.3M0.18%9,891−6.1%
148CTRECARETRUST REIT INC$12.2M0.18%HELD
149HALOHALOZYME THERAPEUTICS INC$12.2M0.18%HELD
150AZOAUTOZONE INC$12.2M0.18%2,686−42.7%
151BPOPPOPULAR INC$12.1M0.18%HELD
152JXNJACKSON FINANCIAL INC$12.1M0.18%HELD
153TIGOMILLICOM INTL CELLULAR S A$12.0M0.18%+48,660+43.6%
154WESWESTERN MIDSTREAM PARTNERS L$11.9M0.18%HELD
155WTRGESSENTIAL UTILS INC$11.8M0.18%+18,345+6.6%
156CNRCORE NATURAL RESOURCES INC$11.8M0.18%HELD
157YUMYUM BRANDS INC$11.5M0.17%+24,775+50.1%
158LNTALLIANT ENERGY CORP$11.4M0.17%1,335−0.8%
159LLOEWS CORP$11.3M0.17%HELD
160STAGSTAG INDUSTRIAL INC$11.3M0.17%2,100−0.7%
161DKSDICKS SPORTING GOODS INC$11.1M0.16%+34,457+161.8%
162PLNTPLANET FITNESS MASTER ISSUER$11.0M0.16%+82,532+125.4%
163ADCAGREE RLTY CORP$10.9M0.16%3,990−2.7%
164GILDGILEAD SCIENCES INC$10.9M0.16%HELD
165IRENIREN LIMITED$10.9M0.16%HELD
166EPRTESSENTIAL PPTYS RLTY TR INC$10.8M0.16%38,452−9.7%
167TALTAL ED GROUP$10.8M0.16%+217,204+29.8%
168AYIACUITY INC$10.7M0.16%HELD
169GDGENERAL DYNAMICS CORP$10.7M0.16%HELD
170CMECME GROUP INC$10.7M0.16%HELD
171RHPRYMAN HOSPITALITY PPTYS INC$10.7M0.16%HELD
172MMACYS INC$10.6M0.16%+55,752+10.5%
173LNGCHENIERE ENERGY INC$10.6M0.16%+37,434NEW
174BWXTBWX TECHNOLOGIES INC$10.6M0.16%HELD
175STTSTATE STR CORP$10.5M0.16%HELD
176ETRENTERGY CORP NEW$10.5M0.16%HELD
177SNAPSNAP INC$10.3M0.15%+2,235,997NEW
178TROWPRICE T ROWE GROUP INC$10.2M0.15%49,934−30.5%
179FERFERROVIAL SE$10.2M0.15%27,178−14.7%
180HPHELMERICH & PAYNE INC$10.2M0.15%HELD
181MSIMOTOROLA SOLUTIONS INC$10.2M0.15%21,213−47.5%
182LINELINEAGE INC$10.0M0.15%+293,654+2278.9%
183NNNNNN REIT INC$10.0M0.15%+111,253+87.2%
184GHGUARDANT HEALTH INC$10.0M0.15%HELD
185PRIMPRIMORIS SVCS CORP$9.9M0.15%HELD
186OLNOLIN CORP$9.8M0.15%+19,100+6.2%
187CZRCAESARS ENTERTAINMENT INC NE$9.8M0.15%156,102−29.7%
188KIMKIMCO REALTY CORP$9.7M0.14%+413,560+2199.7%
189NINISOURCE INC$9.7M0.14%HELD
190SNSHARKNINJA INC$9.7M0.14%+71,076+353.1%
191FRPTFRESHPET INC$9.6M0.14%+400+0.2%
192SEBSEABOARD CORP DEL$9.6M0.14%+918+118.6%
193EMEEMCOR GROUP INC$9.5M0.14%HELD
194SRESEMPRA$9.5M0.14%+800+0.8%
195DVADAVITA INC$9.4M0.14%66,573−52.2%
196PEGPUBLIC SVC ENTERPRISE GROUP$9.3M0.14%25,505−18.1%
197AGCOAGCO CORP$9.3M0.14%HELD
198PAGPPLAINS GP HLDGS L P$9.2M0.14%+56,643+17.5%
199AAPADVANCE AUTO PARTS INC$9.1M0.14%+500+0.3%
200CUZCOUSINS PPTYS INC$9.1M0.14%+403,319NEW
201ALLYALLY FINL INC$9.0M0.13%30,438−11.7%
202IRTCIRHYTHM HOLDINGS INC$9.0M0.13%+75,961NEW
203VVVVALVOLINE INC$8.9M0.13%+71,422+36.9%
204FNFFIDELITY NATL FINL INC$8.9M0.13%HELD
205COGTCOGENT BIOSCIENCES INC$8.8M0.13%HELD
206SIMOSILICON MOTION TECHNOLOGY CO$8.7M0.13%HELD
207WINGWINGSTOP INC$8.6M0.13%+55,709NEW
208MCMOELIS & CO$8.6M0.13%626−0.4%
209DDOGDATADOG INC$8.5M0.13%12,881−15.2%
210MOG/AMOOG INC$8.5M0.13%HELD
211DELLDELL TECHNOLOGIES INC$8.3M0.12%HELD
212HWCHANCOCK WHITNEY CORPORATION$8.3M0.12%3,382−2.5%
213AVBAVALONBAY CMNTYS INC$8.3M0.12%53,288−51.2%
214FORMFORMFACTOR INC$8.2M0.12%4,454−5.0%
215JAZZJAZZ PHARMACEUTICALS PLC$8.2M0.12%HELD
216CGNXCOGNEX CORP$8.1M0.12%2,711−1.6%
217CORCENCORA INC$8.1M0.12%+3,520+15.8%
218CNXCNX RES CORP$8.1M0.12%24,864−10.6%
219FEFIRSTENERGY CORP$8.0M0.12%HELD
220DDSDILLARDS INC$8.0M0.12%+2,777+24.9%
221QSQUANTUMSCAPE CORP$8.0M0.12%HELD
222COFCAPITAL ONE FINL CORP$7.8M0.12%5,273−10.9%
223SPXCSPX TECHNOLOGIES INC$7.8M0.12%HELD
224CVCOCAVCO INDS INC DEL$7.7M0.12%3,645−18.6%
225LAZLAZARD INC$7.7M0.11%36,935−16.9%
226PORPORTLAND GEN ELEC CO$7.7M0.11%+21,236+17.1%
227HUNHUNTSMAN CORP$7.7M0.11%+256,327+80.2%
228LRNSTRIDE INC$7.6M0.11%+86,652NEW
229OLLIOLLIES BARGAIN OUTLET HLDGS$7.6M0.11%30,098−26.6%
230VNTVONTIER CORPORATION$7.6M0.11%HELD
231PRAXPRAXIS PRECISION MEDICINES I$7.5M0.11%HELD
232TXNMTXNM ENERGY INC$7.4M0.11%33,467−20.8%
233VMCVULCAN MATLS CO$7.4M0.11%71,111−72.5%
234SUPNSUPERNUS PHARMACEUTICALS$7.3M0.11%HELD
235EXPEAGLE MATLS INC$7.3M0.11%+37,363+2719.3%
236LBTYALIBERTY GLOBAL LTD$7.3M0.11%+601,951NEW
237EXEEXPAND ENERGY CORPORATION$7.2M0.11%233,151−78.0%
238AMGAFFILIATED MANAGERS GROUP$7.2M0.11%HELD
239IONSIONIS PHARMACEUTICALS INC$7.2M0.11%HELD
240FMCFMC CORP$7.2M0.11%5,668−1.3%
241CDNSCADENCE DESIGN SYSTEM INC$7.2M0.11%6,583−20.3%
242ORIOLD REP INTL CORP$7.2M0.11%HELD
243ALVAUTOLIV INC$7.2M0.11%+14,798+27.8%
244CARTMAPLEBEAR INC$7.1M0.11%244,055−56.1%
245SNXTD SYNNEX CORPORATION$7.1M0.11%HELD
246CORTCORCEPT THERAPEUTICS INC$7.1M0.11%+177,147NEW
247FNFABRINET$7.1M0.10%HELD
248TRNOTERRENO RLTY CORP$7.0M0.10%5,141−4.3%
249AMRALPHA METALLURGICAL RESOUR I$7.0M0.10%2,348−6.5%
250ANAUTONATION INC$6.9M0.10%+31,670+855.0%
251EXELEXELIXIS INC$6.8M0.10%36,565−18.7%
252WECWEC ENERGY GROUP INC$6.8M0.10%+30,902+110.6%
253BNTXBIONTECH SE$6.8M0.10%+7,054+10.2%
254IDYAIDEAYA BIOSCIENCES INC$6.7M0.10%HELD
255PEGAPEGASYSTEMS INC$6.7M0.10%1,700−1.1%
256WPCWP CAREY INC$6.7M0.10%+98,141NEW
257SGHCSUPER GROUP SGHC LIMITED$6.6M0.10%+273,287+80.1%
258UHSUNIVERSAL HLTH SVCS INC$6.6M0.10%+981+2.7%
259DECKDECKERS OUTDOOR CORP$6.5M0.10%160,777−71.2%
260ATMUATMUS FILTRATION TECHNOLOGIE$6.5M0.10%HELD
261DGXQUEST DIAGNOSTICS INC$6.5M0.10%3,428−9.4%
262UNFIUNITED NAT FOODS INC$6.4M0.10%HELD
263NEOGNEOGEN CORP$6.4M0.10%HELD
264PCARPACCAR INC$6.4M0.09%HELD
265CASYCASEYS GEN STORES INC$6.4M0.09%1,192−12.0%
266ACLSAXCELIS TECHNOLOGIES INC$6.3M0.09%HELD
267SMTCSEMTECH CORP$6.3M0.09%HELD
268TXG10X GENOMICS INC$6.3M0.09%HELD
269SEDGSOLAREDGE TECHNOLOGIES INC$6.3M0.09%HELD
270OGSONE GAS INC$6.1M0.09%3,808−5.1%
271RBCRBC BEARINGS INC$6.1M0.09%HELD
272BFHBREAD FINANCIAL HOLDINGS INC$6.1M0.09%HELD
273CWENCLEARWAY ENERGY INC$6.0M0.09%2,200−1.4%
274MSGSMADISON SQUARE GRDN SPRT COR$6.0M0.09%+525+2.9%
275GTLSCHART INDS INC$5.9M0.09%HELD
276EIXEDISON INTL$5.9M0.09%+42,033+110.6%
277ACLXGBXARCELLX INC$5.8M0.09%HELD
278SUNSUNOCO LP/SUNOCO FIN CORP$5.8M0.09%11,738−11.7%
279UUNITY SOFTWARE INC$5.7M0.09%HELD
280TROXTRONOX HOLDINGS PLC$5.7M0.08%HELD
281FCNCAFIRST CTZNS BANCSHARES INC D$5.6M0.08%400−11.8%
282EDCONSOLIDATED EDISON INC$5.5M0.08%+45,839+1598.8%
283WRBYWARBY PARKER INC$5.5M0.08%66,327−20.3%
284CCEPCOCA-COLA EUROPACIFIC PARTNE$5.5M0.08%+60,666NEW
285INSPINSPIRE MED SYS INC$5.5M0.08%+103,657+4146.3%
286ESNTESSENT GROUP LTD$5.5M0.08%3,560−3.7%
287CSWCSW INDUSTRIALS INC$5.5M0.08%HELD
288BALLBALL CORP$5.4M0.08%+91,818NEW
289QRVOQORVO INC$5.4M0.08%HELD
290VECOVEECO INSTRS INC DEL$5.4M0.08%6,355−3.9%
291AKRACADIA RLTY TR$5.3M0.08%+47,714+20.6%
292ATOATMOS ENERGY CORP$5.3M0.08%+606+2.2%
293ATATATOUR LIFESTYLE HLDGS LTD$5.3M0.08%32,729−18.5%
294CCCHEMOURS CO$5.3M0.08%119,291−33.2%
295ADPTADAPTIVE BIOTECHNOLOGIES COR$5.2M0.08%+145,156+63.4%
296RCUSARCUS BIOSCIENCES INC$5.2M0.08%HELD
297DOCNDIGITALOCEAN HLDGS INC$5.2M0.08%HELD
298LNCLINCOLN NATL CORP IND$5.2M0.08%11,300−7.2%
299CRGYCRESCENT ENERGY COMPANY$5.1M0.08%407,753−52.0%
300MUSAMURPHY USA INC$5.0M0.08%+10,223NEW
301CRSPCRISPR THERAPEUTICS AG$5.0M0.07%+74,358+239.7%
302PBFPBF ENERGY INC$5.0M0.07%HELD
303NEMNEWMONT CORP$5.0M0.07%HELD
304VSATVIASAT INC$5.0M0.07%HELD
305VRTVERTIV HOLDINGS CO$4.9M0.07%HELD
306VIRTVIRTU FINL INC$4.9M0.07%HELD
307BURLBURLINGTON STORES INC$4.8M0.07%+14,884NEW
308TDSTELEPHONE & DATA SYS INC$4.8M0.07%+5,800+5.3%
309GVAGRANITE CONSTR INC$4.8M0.07%HELD
310AEISADVANCED ENERGY INDS$4.8M0.07%HELD
311WTFCWINTRUST FINL CORP$4.8M0.07%8,808−20.2%
312SMSM ENERGY COMPANY$4.8M0.07%+154,120NEW
313PENNPENN ENTERTAINMENT INC$4.8M0.07%+124,440+64.0%
314MLTXMOONLAKE IMMUNOTHERAPEUTICS$4.7M0.07%HELD
315PINSPINTEREST INC$4.7M0.07%202,642−44.1%
316SOLVSOLVENTUM CORP$4.7M0.07%126,922−64.0%
317RNRRENAISSANCERE HLDGS LTD$4.7M0.07%HELD
318AEOAMERICAN EAGLE OUTFITTERS IN$4.6M0.07%207,238−42.7%
319ELFE L F BEAUTY INC$4.6M0.07%34,440−31.1%
320BOOTBOOT BARN HLDGS INC$4.6M0.07%+26,326+517.6%
321DJTTRUMP MEDIA & TECHNOLOGY GRO$4.6M0.07%79,512−13.9%
322ULSUL SOLUTIONS INC$4.6M0.07%3,291−5.8%
323LIONLIONSGATE STUDIOS CORP$4.5M0.07%+1,300+0.3%
324SFDSMITHFIELD FOODS INC$4.5M0.07%13,642−7.8%
325GOLFACUSHNET HLDGS CORP$4.5M0.07%+220+0.5%
326CECELANESE CORP DEL$4.4M0.07%+67,516NEW
327JBTMJBT MAREL CORPORATION$4.4M0.07%HELD
328SYMSYMBOTIC INC$4.3M0.06%HELD
329ENOVENOVIS CORPORATION$4.3M0.06%+48,185+34.2%
330WINAWINMARK CORP$4.3M0.06%+280+2.9%
331COURCOURSERA INC$4.2M0.06%+385,800+113.6%
332AVTAVNET INC$4.2M0.06%HELD
333VISNVISTANCE NETWORKS INC$4.2M0.06%HELD
334CALYCALLAWAY GOLF CO$4.1M0.06%HELD
335VNOMVIPER ENERGY INC$4.1M0.06%71,381−45.0%
336AMRXAMNEAL PHARMACEUTICALS INC$4.1M0.06%HELD
337DLRDIGITAL RLTY TR INC$4.0M0.06%+22,462NEW
338SKYCHAMPION HOMES INC$4.0M0.06%47,366−46.7%
339CEGCONSTELLATION ENERGY CORP$4.0M0.06%+14,306NEW
340AXGNAXOGEN INC$4.0M0.06%+5,048+4.4%
341TNDMTANDEM DIABETES CARE INC$4.0M0.06%+139,741+210.3%
342TXTTEXTRON INC$3.9M0.06%HELD
343STLDSTEEL DYNAMICS INC$3.9M0.06%HELD
344NJRNEW JERSEY RES CORP$3.9M0.06%+29,020+69.0%
345CURBCURBLINE PPTYS CORP$3.9M0.06%22,021−12.7%
346HTOH2O AMERICA$3.9M0.06%HELD
347STOKSTOKE THERAPEUTICS INC$3.9M0.06%7,124−5.6%
348HONHONEYWELL INTL INC$3.9M0.06%HELD
349FULTFULTON FINL CORP PA$3.9M0.06%HELD
350KWRQUAKER HOUGHTON$3.8M0.06%+14,801+91.5%
351SKYWSKYWEST INC$3.8M0.06%3,340−7.4%
352ALMSALUMIS INC$3.8M0.06%HELD
353ATIATI INC$3.8M0.06%HELD
354HUMHUMANA INC$3.8M0.06%128,545−85.5%
355SHAKSHAKE SHACK INC$3.8M0.06%56,978−57.1%
356GNWGENWORTH FINL INC$3.8M0.06%220,583−32.2%
357MWAMUELLER WTR PRODS INC$3.8M0.06%5,064−3.6%
358EGPEASTGROUP PPTYS INC$3.8M0.06%+4,141+25.6%
359SAHSONIC AUTOMOTIVE INC$3.7M0.06%+54,533NEW
360CMPRCIMPRESS PLC$3.7M0.06%HELD
361ANDEANDERSONS INC$3.7M0.06%+2,362+4.8%
362DHTDHT HOLDINGS INC$3.7M0.06%+202,811NEW
363EXCEXELON CORP$3.7M0.05%51,646−40.8%
364PLPCPREFORMED LINE PRODS CO$3.6M0.05%HELD
365BCRXBIOCRYST PHARMACEUTICALS INC$3.6M0.05%404,505−52.0%
366AMANTERO MIDSTREAM CORP$3.6M0.05%+72,119+86.0%
367GHCGRAHAM HLDGS CO$3.5M0.05%327−8.9%
368CPBTHE CAMPBELLS COMPANY$3.5M0.05%2,347−1.5%
369WAYWAYSTAR HLDG CORP$3.5M0.05%+145,977NEW
370QDELQUIDELORTHO CORP$3.5M0.05%+179,653+528.6%
371SFMSPROUTS FMRS MKT INC$3.5M0.05%157,400−77.6%
372PRDOPERDOCEO ED CORP$3.5M0.05%81,678−46.8%
373CNPCENTERPOINT ENERGY INC$3.5M0.05%+64,334+409.8%
374EPDENTERPRISE PRODS PARTNERS L$3.5M0.05%+1,112+1.2%
375ABCBAMERIS BANCORP$3.4M0.05%HELD
376WALWESTERN ALLIANCE BANCORP$3.4M0.05%68,385−58.7%
377GTGOODYEAR TIRE & RUBR CO$3.4M0.05%520,473−50.3%
378FIVEFIVE BELOW INC$3.4M0.05%HELD
379RLAYRELAY THERAPEUTICS INC$3.4M0.05%HELD
380FOXFOX CORP$3.4M0.05%44,526−41.3%
381PSMTPRICESMART INC$3.4M0.05%+3,099+16.1%
382ADNTADIENT PLC$3.3M0.05%+1,675+1.0%
383OPENOPENDOOR TECHNOLOGIES INC$3.3M0.05%HELD
384CGEMCULLINAN THERAPEUTICS INC$3.3M0.05%HELD
385HESMHESS MIDSTREAM LP$3.3M0.05%110,781−56.6%
386SKTTANGER INC$3.3M0.05%20,035−17.1%
387JKSJINKOSOLAR HLDG CO LTD$3.3M0.05%HELD
388BEAMBEAM THERAPEUTICS INC$3.3M0.05%HELD
389MDGLMADRIGAL PHARMACEUTICALS INC$3.3M0.05%HELD
390JOYYJOYY INC$3.3M0.05%+1,901+3.5%
391RUNSUNRUN INC$3.3M0.05%HELD
392GILGILDAN ACTIVEWEAR INC$3.2M0.05%HELD
393CHRDCHORD ENERGY CORPORATION$3.2M0.05%5,589−19.8%
394IOVAIOVANCE BIOTHERAPEUTICS INC$3.2M0.05%HELD
395NTSTNETSTREIT CORP$3.2M0.05%HELD
396ARVNARVINAS INC$3.2M0.05%HELD
397VIRVIR BIOTECHNOLOGY INC$3.2M0.05%+306,231+645.6%
398RNSTRENASANT CORP$3.2M0.05%HELD
399VCELVERICEL CORP$3.0M0.05%40,459−30.0%
400LBRTLIBERTY ENERGY INC$3.0M0.05%HELD
401DNLIDENALI THERAPEUTICS INC$3.0M0.05%9,817−5.9%
402PHATPHATHOM PHARMACEUTICALS INC$3.0M0.04%HELD
403CHDNCHURCHILL DOWNS INC$3.0M0.04%77,024−70.1%
404NOGNORTHERN OIL & GAS INC$2.9M0.04%121,800−54.7%
405ARCBARCBEST CORP$2.9M0.04%2,269−7.1%
406GPCRSTRUCTURE THERAPEUTICS INC$2.9M0.04%7,572−11.1%
407DGDOLLAR GEN CORP$2.9M0.04%HELD
408COLBCOLUMBIA BKG SYS INC$2.9M0.04%4,392−4.0%
409ETENERGY TRANSFER L P$2.9M0.04%+3,194+2.2%
410GTYGETTY RLTY CORP NEW$2.9M0.04%+8,117+10.0%
411NWLNEWELL BRANDS INC$2.8M0.04%+830,895NEW
412STAASTAAR SURGICAL CO$2.8M0.04%25,551−14.4%
413HWKNHAWKINS INC$2.8M0.04%+9,815+115.1%
414TTDTHE TRADE DESK INC$2.8M0.04%419,047−77.1%
415SBRASABRA HEALTH CARE REIT INC$2.8M0.04%29,335−16.7%
416LTCLTC PPTYS INC$2.8M0.04%+62,573+493.3%
417KURAKURA ONCOLOGY INC$2.8M0.04%48,926−12.5%
418GLWCORNING INC$2.8M0.04%HELD
419BCEBCE INC$2.8M0.04%388,700−77.9%
420KOSKOSMOS ENERGY LTD$2.8M0.04%+990,888NEW
421UEURBAN EDGE PPTYS$2.8M0.04%5,450−3.8%
422DQDAQO NEW ENERGY CORP$2.7M0.04%HELD
423WKCWORLD KINECT CORPORATION$2.7M0.04%22,738−16.1%
424UTHRUNITED THERAPEUTICS CORP DEL$2.7M0.04%HELD
425MPCMARATHON PETE CORP$2.7M0.04%HELD
426MSMORGAN STANLEY$2.7M0.04%HELD
427SYRESPYRE THERAPEUTICS INC$2.7M0.04%HELD
428BKDBROOKDALE SR LIVING INC$2.7M0.04%+8,325+4.5%
429SCCOSOUTHERN COPPER CORP$2.7M0.04%+130+0.8%
430ARRARMOUR RESIDENTIAL REIT INC$2.7M0.04%HELD
431NWENORTHWESTERN ENERGY GROUP IN$2.7M0.04%559−1.4%
432LMATLEMAITRE VASCULAR INC$2.7M0.04%111−0.5%
433JEFJEFFERIES FINANCIAL GROUP IN$2.6M0.04%18,700−22.6%
434RMBSRAMBUS INC DEL$2.6M0.04%1,948−6.0%
435BHVNBIOHAVEN LTD$2.6M0.04%+199,807+180.3%
436BRCBRADY CORP$2.6M0.04%HELD
437GATXGATX CORP$2.6M0.04%HELD
438TENTSAKOS ENERGY NAVIGATION LTD$2.6M0.04%+2,398+3.8%
439NVRIENVIRI CORP$2.6M0.04%HELD
440ALXALEXANDERS INC$2.6M0.04%+3,003+37.8%
441UMBFUMB FINL CORP$2.6M0.04%HELD
442CMSCMS ENERGY CORP$2.6M0.04%16,814−33.8%
443ZYMEZYMEWORKS INC$2.5M0.04%HELD
444GOLDGOLD COM INC$2.5M0.04%+25,496+69.7%
445NKTRNEKTAR THERAPEUTICS$2.5M0.04%+18,470+115.0%
446GROYGOLD ROYALTY CORP$2.5M0.04%+397,093+137.3%
447DORMDORMAN PRODS INC$2.5M0.04%+7,688+48.6%
448BGSB & G FOODS INC$2.5M0.04%48,021−8.6%
449AIZASSURANT INC$2.4M0.04%HELD
450PATKPATRICK INDS INC$2.4M0.04%4,581−17.4%
451DYDYCOM INDS INC$2.4M0.04%HELD
452CNKCINEMARK HLDGS INC$2.4M0.04%+83,481NEW
453IRMIRON MTN INC DEL$2.4M0.04%+23,278NEW
454SRRKSCHOLAR ROCK HLDG CORP$2.4M0.04%+48,184NEW
455KNFKNIFE RIVER CORP$2.4M0.04%+29,004NEW
456USPHU S PHYSICAL THERAPY$2.4M0.04%+425+1.4%
457ESEESCO TECHNOLOGIES INC$2.4M0.04%HELD
458PHRPHREESIA INC$2.4M0.04%+252,440+878.1%
459IRINGERSOLL RAND INC$2.4M0.03%HELD
460WTSWATTS WATER TECHNOLOGIES INC$2.3M0.03%HELD
461ZDZIFF DAVIS INC$2.3M0.03%65,114−54.0%
462BCPCBALCHEM CORP$2.3M0.03%+4,821+54.8%
463CLHCLEAN HARBORS INC$2.3M0.03%HELD
464GRNDGRINDR INC$2.3M0.03%+189,426NEW
465QUREUNIQURE NV$26.45-5.50%$2.3M0.03%+110,261+384.1%
466BTUPEABODY ENGR CORP$2.3M0.03%HELD
467SDGRSCHRODINGER INC$2.3M0.03%+40,802+25.8%
468SONOSONOS INC$2.3M0.03%HELD
469JOBYJOBY AVIATION INC$2.2M0.03%HELD
470ALAIR LEASE CORP$2.2M0.03%HELD
471CRCRANE COMPANY$2.2M0.03%HELD
472NMRKNEWMARK GROUP INC$2.2M0.03%+148,256NEW
473NUENUCOR CORP$2.2M0.03%+534+4.2%
474FLNCFLUENCE ENERGY INC$2.2M0.03%HELD
475AIRAAR CORP$2.2M0.03%HELD
476EEEXCELERATE ENERGY INC$2.2M0.03%HELD
477NBRNABORS INDUSTRIES LTD$2.2M0.03%HELD
478GPIGROUP 1 AUTOMOTIVE INC$2.2M0.03%741−10.1%
479DNUTKRISPY KREME INC$2.2M0.03%188,331−22.7%
480AMBAAMBARELLA INC$2.2M0.03%6,665−13.6%
481TTMITTM TECHNOLOGIES INC$2.2M0.03%HELD
482IDAIDACORP INC$2.1M0.03%+6,835+83.3%
483WLKWESTLAKE CORPORATION$2.1M0.03%+18,372NEW
484UPBDUPBOUND GROUP INC$2.1M0.03%+118,502NEW
485KSSKOHLS CORP$2.1M0.03%+70,197+73.8%
486FOXFFOX FACTORY HLDG CORP$2.1M0.03%+20,318+18.7%
487MLYSMINERALYS THERAPEUTICS INC$2.1M0.03%HELD
488AEMAGNICO EAGLE MINES LTD$2.1M0.03%38,300−78.6%
489CABOCABLE ONE INC$2.1M0.03%+5,004+28.1%
490VIPSVIPSHOP HLDGS LTD$2.1M0.03%428,313−76.4%
491CINFCINCINNATI FINL CORP$2.1M0.03%HELD
492MCKMCKESSON CORP$2.0M0.03%HELD
493SFLSFL CORPORATION LTD$2.0M0.03%+188,187NEW
494WWDWOODWARD INC$2.0M0.03%HELD
495ANNXANNEXON INC$2.0M0.03%+3,700+1.0%
496ANABANAPTYSBIO INC$2.0M0.03%HELD
497SLABSILICON LABORATORIES INC$2.0M0.03%1,700−15.2%
498CBUCOMMUNITY FINANCIAL SYSTEM I$2.0M0.03%1,162−3.4%
499CARAVIS BUDGET GROUP INC$1.9M0.03%HELD
500AAMIACADIAN ASSET MANAGEMENT INC$1.9M0.03%HELD

Source: SEC EDGAR · accession 0001996449-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.