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Institutional

TWO SIGMA INVESTMENTS, LP

CIK 0001179392
$123.93B
Reported AUM
3,742
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · TWO SIGMA INVESTMENTS, LP · Q1 2026

AI · grounded in 13F

TWO SIGMA INVESTMENTS, LP increased its position in GOOGL by 832.99%, marking its largest share accumulation of the period. The fund also grew its holdings in JPM by 721.32% and NVDA by 519.56%. On the sell side, the fund trimmed its stake in PG by 96.96% and reduced AMGN by 87.83%.

Portfolio · Q1 2026

NVDAOther$83.28BTL

Top holdings· first 500 of 3742

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.10B1.70%+10,108,054+519.6%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.54B1.25%+4,701,300+339.7%
3GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.38B1.12%+4,294,928+833.0%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.34B1.08%+5,092,130+373.8%
5TSLATESLA INC$391.00-6.56%32.48%70.69%$1.16B0.93%+2,380,941+323.9%
6JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.04B0.84%+3,094,574+721.3%
7PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$996.1M0.80%+4,830,442+244.0%
8COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$887.9M0.72%+631,969+243.9%
9TJXTJX COS INC NEW$160.711.31%26.64%151.20%$842.9M0.68%+3,543,338+204.3%
10MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$840.9M0.68%+1,241,502+281.2%
11TMUST-MOBILE US INC$178.100.61%-26.20%29.32%$817.3M0.66%+2,707,603+228.7%
12LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$815.4M0.66%+862,657+177.3%
13BRK/BBERKSHIRE HATHAWAY INC DEL$810.2M0.65%+806,636+91.2%
14MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$782.7M0.63%+1,238,855+114.9%
15ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$764.5M0.62%+2,402,962+323.9%
16AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$719.9M0.58%+2,294,853+7402.8%
17BMYBRISTOL-MYERS SQUIBB CO$57.271.18%24.21%3.16%$702.9M0.57%+6,927,164+148.6%
18PGRPROGRESSIVE CORP$204.024.42%-22.22%139.78%$699.4M0.56%+2,581,531+272.8%
19RBLXROBLOX CORP$41.82-3.53%-56.35%-45.67%$687.3M0.55%+9,145,196+304.1%
20ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$661.3M0.53%+6,441,328NEW
21ALNYALNYLAM PHARMACEUTICALS INC$303.05-0.19%0.74%69.36%$659.3M0.53%+1,376,457+223.4%
22ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$651.6M0.53%+953,655+207.4%
23WDC 3 11/15/28WESTERN DIGITAL CORP$638.7M0.52%+26,642,000+42.6%
24REGNREGENERON PHARMACEUTICALS$635.451.07%29.54%11.50%$627.6M0.51%+531,085+188.9%
25MSMORGAN STANLEY$211.93-2.90%64.65%159.39%$617.7M0.50%+2,625,899+232.8%
26ROSTROSS STORES INC$230.37-1.15%61.80%98.03%$609.2M0.49%+2,174,067+340.6%
27BSXBOSTON SCIENTIFIC CORP$48.55-0.61%-52.44%6.47%$590.9M0.48%+6,941,087+280.4%
28NETCLOUDFLARE INC$250.11-6.90%39.21%110.83%$585.7M0.47%+1,575,739+124.8%
29IBKRINTERACTIVE BROKERS GROUP IN$84.40-3.06%60.11%460.81%$563.2M0.45%+4,830,950+135.5%
30WCNWASTE CONNECTIONS INC$155.220.82%-17.91%26.78%$559.5M0.45%+2,364,917+219.1%
31METAMETA PLATFORMS INC$593.00-5.51%$557.6M0.45%+734,725+306.4%
32MSFTMICROSOFT CORP$416.67-2.66%$548.9M0.44%+912,503+160.0%
33SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$531.3M0.43%+264,096+47.8%
34ASMLASML HLDG NV$1641.74-6.59%$515.1M0.42%+324,428+495.1%
35SNDKSANDISK CORP$1559.32-11.39%$509.4M0.41%+86,601+12.1%
36SCHWSCHWAB CHARLES CORP$88.840.95%$508.6M0.41%+2,787,744+106.2%
37DELLDELL TECHNOLOGIES INC$394.39-6.55%$506.1M0.41%+1,565,041+103.1%
38CCITIGROUP INC$132.47-1.98%$505.1M0.41%+2,584,434+138.3%
39KMBKIMBERLY-CLARK CORP$99.044.84%$501.5M0.40%+3,082,123+145.6%
40NOWSERVICENOW INC$112.45-5.79%$492.1M0.40%+3,091,255+191.4%
41BEBLOOM ENERGY CORP$263.61-9.53%$488.7M0.39%+1,657,161+85.0%
42AERAERCAP HOLDINGS NV$136.940.37%$485.0M0.39%+1,996,703+129.7%
43ANETARISTA NETWORKS INC$154.27-7.07%$484.8M0.39%+2,245,987+131.9%
44WMWASTE MGMT INC DEL$220.400.63%$471.2M0.38%+1,143,172+126.0%
45MRNAMODERNA INC$47.480.08%$467.7M0.38%+1,844,208+25.0%
46UNHUNITEDHEALTH GROUP INC$399.470.76%$464.8M0.38%+1,567,405+1041.5%
47GMGENERAL MTRS CO$82.11-1.33%$452.0M0.36%+2,752,426+83.1%
48EQIXEQUINIX INC$1080.95-0.75%$443.3M0.36%+179,397+65.7%
49IONSIONIS PHARMACEUTICALS INC$73.61-1.16%$439.8M0.35%+3,198,983+120.3%
50ABNBAIRBNB INC$133.54-0.13%$436.8M0.35%+1,545,276+80.8%
51QQQINVESCO QQQ TR$705.06-4.80%$429.1M0.35%+201,847+37.3%
52ALBALBEMARLE CORP$155.44-6.16%$423.4M0.34%+1,060,123+81.7%
53HSYHERSHEY CO$184.581.02%$411.7M0.33%+1,793,849+961.6%
54NBIXNEUROCRINE BIOSCIENCES INC$163.68-0.12%$403.2M0.33%+2,075,759+210.8%
55CTASCINTAS CORP$179.85-0.06%$399.1M0.32%+1,142,149+93.8%
56LNGCHENIERE ENERGY INC$393.8M0.32%+783,165+129.5%
57HONHONEYWELL INTL INC$213.97-1.69%$392.9M0.32%+1,157,546+199.3%
58GHGUARDANT HEALTH INC$125.61-5.60%$390.7M0.32%+2,053,628+94.4%
59VUGVANGUARD INDEX FDS$85.93-3.62%$382.6M0.31%+59,040+7.2%
60ITWILLINOIS TOOL WKS INC$252.720.64%$382.1M0.31%+1,374,421+1467.6%
61MPCMARATHON PETE CORP$262.01-1.89%$380.3M0.31%+664,752+74.5%
62RTXRTX CORPORATION$180.990.88%$377.3M0.30%+1,956,183NEW
63FCXFREEPORT MCMORAN INC$63.37-9.07%$376.0M0.30%+2,568,344+67.1%
64RSGREPUBLIC SVCS INC$210.041.02%$375.6M0.30%+670,971+64.3%
65CPRTCOPART INC$30.960.62%$355.7M0.29%+8,563,444+398.0%
66TELTE CONNECTIVITY PLC$207.68-2.34%$354.9M0.29%+1,574,992+1282.7%
67DHRDANAHER CORP DEL$184.30-1.25%$352.4M0.28%+1,815,259+4170.8%
68AMEAMETEK INC$226.55-0.97%$349.6M0.28%+620,621+61.4%
69GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$348.9M0.28%+326,700+381.1%
70MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$342.7M0.28%+198,877+33.7%
71CMECME GROUP INC$257.400.52%$340.7M0.27%+1,113,993+2822.7%
72VIKVIKING HOLDINGS LTD$89.94-0.06%$336.0M0.27%+2,289,606+100.3%
73HUBSHUBSPOT INC$212.64-3.51%$328.2M0.26%+1,139,685+556.1%
74FIVEFIVE BELOW INC$190.47-0.88%$327.9M0.26%+1,031,117+255.1%
75VTRVENTAS INC$81.73-0.35%$327.3M0.26%+2,377,608+146.3%
76BACBANK AMERICA CORP$53.83-0.63%$326.5M0.26%+6,288,645+1540.0%
77VNQVANGUARD INDEX FDS$96.790.72%$324.7M0.26%+87,200+2.4%
78GEVGE VERNOVA INC$933.61-3.09%$322.4M0.26%+135,017+57.6%
79LRCXLAM RESEARCH CORP$303.28-9.85%$322.1M0.26%+241,270+19.1%
80TTDTHE TRADE DESK INC$19.55-2.01%$322.1M0.26%+7,931,686+126.6%
81VEEVVEEVA SYS INC$172.61-3.35%$320.4M0.26%+1,420,527+352.1%
82FNVFRANCO NEV CORP$218.74-7.31%$319.5M0.26%+886,640+218.1%
83TEAMATLASSIAN CORPORATION$98.05-1.43%$319.0M0.26%+3,760,068+411.2%
84IWMISHARES TR$281.65-3.55%$317.9M0.26%+1,093,870+581.5%
85MSCIMSCI INC$615.46-0.55%$313.6M0.25%+209,216+56.1%
86RLRALPH LAUREN CORP$371.931.47%$308.8M0.25%+332,877+58.9%
87RIGTRANSOCEAN LTD$6.112.69%$308.1M0.25%+22,227,817+91.7%
88ADCAGREE RLTY CORP$73.560.20%$304.7M0.25%+2,351,245+139.1%
89SPLVINVESCO EXCH TRADED FD TR II$73.471.45%$304.0M0.25%+1,522,400+57.8%
90BBARRICK MNG CORP$39.46-7.78%$300.7M0.24%+7,177,436+3690.2%
91SATS 3.875 11/30/30ECHOSTAR CORP$300.5M0.24%18,400,000−17.9%
92VRSKVERISK ANALYTICS INC$181.730.96%$298.9M0.24%+650,726+70.4%
93IWFISHARES TR$122.69-3.26%$296.0M0.24%119,629−14.7%
94CAGCONAGRA BRANDS INC$13.012.60%$294.7M0.24%+12,543,898+202.2%
95NBISNEBIUS GROUP N.V.$227.81-12.27%$291.1M0.23%+2,716,887+3080.5%
96GDDYGODADDY INC$81.85-3.00%$291.0M0.23%+1,856,228+111.6%
97LITELUMENTUM HLDGS INC$863.66-8.62%$288.7M0.23%167,834−29.0%
98ONON SEMICONDUCTOR CORP$117.26-11.05%$282.2M0.23%+531,949+13.2%
99AMDADVANCED MICRO DEVICES INC$466.38-10.86%$281.3M0.23%77,687−5.3%
100SESEA LTD$86.56-6.00%$274.3M0.22%+1,584,962+91.7%
101CVXCHEVRON CORPORATION$272.8M0.22%+1,278,270+3172.7%
102IVVISHARES TR$271.9M0.22%+23,520+6.0%
103HRLHORMEL FOODS CORP$271.5M0.22%+7,542,742+169.7%
104HOODROBINHOOD MKTS INC$268.8M0.22%+3,041,721+363.1%
105CMGCHIPOTLE MEXICAN GRILL INC$266.5M0.22%+5,372,947+181.9%
106UNPUNION PAC CORP$266.1M0.21%+183,749+20.1%
107CRWDCROWDSTRIKE HLDGS INC$263.8M0.21%+601,928+816.5%
108ORLYOREILLY AUTOMOTIVE INC$263.5M0.21%+2,679,221+1533.1%
109ADPAUTOMATIC DATA PROCESSING IN$261.1M0.21%+1,285,237NEW
110SCHHSCHWAB STRATEGIC TR$258.4M0.21%+342,300+2.9%
111XLFSELECT SECTOR SPDR TR$254.8M0.21%+4,610,406+836.2%
112HPEHEWLETT PACKARD ENTERPRISE C$254.0M0.20%+2,619,676+32.5%
113OEFISHARES TR$254.0M0.20%+496,800+164.7%
114TERTERADYNE INC$251.5M0.20%+376,507+79.8%
115CCKCROWN HLDGS INC$249.6M0.20%+1,300,815+109.4%
116BTIBRITISH AMERN TOB PLC$247.4M0.20%+1,864,198+78.8%
117LINLINDE PLC$239.5M0.19%+387,162+403.8%
118NVONOVO-NORDISK A S$236.4M0.19%+5,824,110+959.2%
119FIGFIGMA INC$235.9M0.19%+7,887,481+241.1%
120RIVNRIVIAN AUTOMOTIVE INC$234.7M0.19%3,561,562−18.6%
121OXYOCCIDENTAL PETE CORP$234.3M0.19%+960,903+36.4%
122COPCONOCOPHILLIPS$232.7M0.19%+1,074,152+155.9%
123BBIOBRIDGEBIO PHARMA INC$231.7M0.19%+1,173,584+60.3%
124TSMTAIWAN SEMICONDUCTOR MANUFAC$228.0M0.18%213,720−24.1%
125LENLENNAR CORP$226.1M0.18%+1,067,658+69.5%
126LVSLAS VEGAS SANDS CORP$224.8M0.18%+4,171,861NEW
127IVWISHARES TR$222.9M0.18%+1,677,831+573.0%
128KMXCARMAX INC$222.8M0.18%+2,377,871+79.8%
129CNCCENTENE CORP DEL$220.8M0.18%+4,353,026+182.1%
130PNWPINNACLE WEST CAP CORP$220.5M0.18%+879,121+67.1%
131HEIHEICO CORP NEW$219.7M0.18%+269,565+50.7%
132NOCNORTHROP GRUMMAN CORP$215.7M0.17%+285,677+935.3%
133EHCENCOMPASS HEALTH CORP$214.9M0.17%+1,417,155+176.1%
134ENPHENPHASE ENERGY INC$213.9M0.17%+2,519,636+80.3%
135PAYCPAYCOM SOFTWARE INC$212.4M0.17%+1,453,710+494.5%
136BCEBCE INC$212.3M0.17%+2,464,203+41.4%
137AMTAMERICAN TOWER CORP$212.2M0.17%+13,065+1.1%
138LHXL3HARRIS TECHNOLOGIES INC$209.3M0.17%+278,457+84.9%
139AKAMAKAMAI TECHNOLOGIES INC$208.1M0.17%236,958−11.6%
140CLHCLEAN HARBORS INC$207.6M0.17%+231,242+46.9%
141HLTHILTON WORLDWIDE HLDGS INC$205.5M0.17%+350,893+108.0%
142KMIKINDER MORGAN INC DEL$200.2M0.16%+4,643,099+350.0%
143NDAQNASDAQ INC$198.2M0.16%+876,186+60.1%
144BTGB2GOLD CORP$195.1M0.16%+19,005,412+79.0%
145BE 3 06/01/28BLOOM ENERGY CORP$194.2M0.16%HELD
146XLYSELECT SECTOR SPDR TR$193.4M0.16%1,608,366−47.5%
147NYTNEW YORK TIMES CO MTN BE$193.3M0.16%+370,128+19.1%
148IDAIDACORP INC$193.1M0.16%+816,443+152.9%
149AZOAUTOZONE INC$192.4M0.16%+23,899+72.3%
150DOWDOW HLDGS INC$190.1M0.15%+720,354+18.7%
151GGGGRACO INC$189.7M0.15%+1,463,454+188.3%
152PLPLANET LABS PBC$188.9M0.15%+2,263,125+50.3%
153WWAYFAIR INC$188.3M0.15%+462,976+22.7%
154SWKSSKYWORKS SOLUTIONS INC$187.1M0.15%+1,303,007+59.4%
155SOLSSOLSTICE ADVANCED MATLS INC$186.6M0.15%+1,561,859+175.8%
156BLKBLACKROCK INC$185.6M0.15%+148,999+338.5%
157PBFPBF ENERGY INC$184.0M0.15%+1,833,912+90.3%
158MOHMOLINA HEALTHCARE INC$182.1M0.15%+540,959+65.6%
159FFORD MTR CO$179.3M0.14%+648,195+4.4%
160ITGARTNER INC$178.5M0.14%+821,451+268.7%
161ALB 7.25 03/01/27ALBEMARLE CORP$178.4M0.14%251,537−9.2%
162CPBTHE CAMPBELLS COMPANY$178.2M0.14%+2,369,000+42.0%
163PAGPPLAINS GP HLDGS L P$178.1M0.14%+5,482,776+295.8%
164VTIVANGUARD INDEX FDS$177.2M0.14%+248,760+81.9%
165VLOVALERO ENERGY CORP$177.1M0.14%518,850−42.0%
166UUNITY SOFTWARE INC$174.9M0.14%+6,385,589+402.8%
167BBDBANCO BRADESCO S A$172.6M0.14%+25,131,239+113.4%
168XLKSELECT SECTOR SPDR TR$172.1M0.14%1,506,521−53.8%
169CITHE CIGNA GROUP$171.1M0.14%+525,987+455.9%
170CHWYCHEWY INC$169.9M0.14%+3,580,630+132.0%
171VRTXVERTEX PHARMACEUTICALS INC$169.3M0.14%+374,991+9025.1%
172VALEVALE S A$168.8M0.14%+2,852,626+36.8%
173ITUBITAU UNIBANCO HLDG S A$168.3M0.14%+11,838,101+143.5%
174IYWISHARES TR$166.9M0.13%118,100−11.4%
175EIXEDISON INTL$166.5M0.13%+316,269+16.1%
176ZSZSCALER INC$166.1M0.13%+982,678+487.9%
177QQNITY ELECTRONICS INC$164.8M0.13%+1,125,071+371.1%
178WIXWIX COM LTD$164.2M0.13%+1,569,742+619.7%
179KRESPDR SERIES TRUST$163.8M0.13%+2,487,153+8996.1%
180FSLYFASTLY INC$163.2M0.13%+2,491,276+79.8%
181ACNACCENTURE PLC IRELAND$162.3M0.13%+791,621+2933.8%
182PORPORTLAND GEN ELEC CO$160.5M0.13%+1,996,162+191.1%
183AMATAPPLIED MATLS INC$160.1M0.13%+428,159+1065.3%
184PODDINSULET CORP$160.0M0.13%+395,627+107.9%
185SJMSMUCKER J M CO$158.8M0.13%+468,921+39.8%
186TXTTEXTRON INC$157.6M0.13%+1,364,340+313.1%
187EPRTESSENTIAL PPTYS RLTY TR INC$157.4M0.13%+3,197,717+160.8%
188SYKSTRYKER CORPORATION$155.8M0.13%+384,987+432.4%
189TDYTELEDYNE TECHNOLOGIES INC$155.2M0.13%+174,557+213.0%
190RBCRBC BEARINGS INC$154.8M0.12%+134,968+89.9%
191BKHBLACK HILLS CORP$153.8M0.12%+1,039,059+88.3%
192AALAMERICAN AIRLINES GROUP INC$152.3M0.12%+1,492,020+11.8%
193RVMDREVOLUTION MEDICINES INC$151.6M0.12%+1,137,072+269.6%
194CATCATERPILLAR INC$151.5M0.12%+186,670+686.3%
195CMICUMMINS INC$150.6M0.12%+269,067+2469.9%
196OTISOTIS WORLDWIDE CORP$150.2M0.12%+1,374,191+239.3%
197DECKDECKERS OUTDOOR CORP$149.3M0.12%+251,047+20.2%
198SUSUNCOR ENERGY INC NEW$148.4M0.12%535,993−19.3%
199CDNSCADENCE DESIGN SYSTEM INC$145.4M0.12%+74,041+16.5%
200MORNMORNINGSTAR INC$145.3M0.12%+477,005+124.7%
201SCCOSOUTHERN COPPER CORP$144.8M0.12%+479,002+132.0%
202VKTXVIKING THERAPEUTICS INC$144.2M0.12%+1,996,405+82.0%
203DUOLDUOLINGO INC$141.6M0.11%+1,190,558+484.2%
204SPYMSPDR SERIES TRUST$140.2M0.11%+60,500+3.4%
205FTSFORTIS INC$139.9M0.11%+1,871,886+294.4%
206MNDYMONDAY COM LTD$138.9M0.11%+1,642,311+446.3%
207WMT2WELLS FARGO & CO$138.4M0.11%+1,489,987+599.8%
208POSTPOST HLDGS INC$137.6M0.11%+666,061+91.7%
209DBDEUTSCHE BK AG$137.1M0.11%+4,538,479+6944.1%
210NUNU HLDGS LTD$135.1M0.11%3,197,197−25.4%
211MNSTMONSTER BEVERAGE CORP NEW$134.8M0.11%+935,885+101.2%
212LITE 1.5 12/15/29LUMENTUM HLDGS INC$133.7M0.11%4,850,000−26.8%
213DTDYNATRACE INC$132.9M0.11%+2,107,149+141.7%
214TSNTYSON FOODS INC$132.7M0.11%+447,532+27.6%
215ARCCARES CAPITAL CORP$131.7M0.11%+4,338,605+146.2%
216DHID R HORTON INC$131.2M0.11%+643,891+206.1%
217AITAPPLIED INDL TECHNOLOGIES IN$130.0M0.10%+203,386+70.9%
218AWIARMSTRONG WORLD INDS INC NEW$129.2M0.10%+545,857+229.4%
219PCGPG&E CORP$127.2M0.10%+5,638,079+352.0%
220ZIONZIONS BANCORPORATION NATL AS$125.9M0.10%+1,050,655+92.6%
221FNBF N B CORP$124.9M0.10%+6,712,546+885.3%
222TCOMTRIP COM GROUP LTD$124.0M0.10%+2,113,510+560.1%
223CDWCDW CORP$123.3M0.10%+467,333+84.8%
224SNOWSNOWFLAKE INC$122.9M0.10%+781,749+2344.1%
225PPLPPL CORP$122.8M0.10%+2,880,330+858.8%
226GDGENERAL DYNAMICS CORP$122.7M0.10%+346,474+3165.6%
227PCTYPAYLOCITY HLDG CORP$122.4M0.10%+497,127+78.2%
228ACGLARCH CAP GROUP LTD$122.3M0.10%488,884−27.7%
229CLFCLEVELAND-CLIFFS INC NEW$121.7M0.10%+9,333,422+184.2%
230RYROYAL BK CDA$120.0M0.10%+402,374+118.5%
231GFSGLOBALFOUNDRIES INC$119.0M0.10%+830,030+45.0%
232SFDSMITHFIELD FOODS INC$117.9M0.10%+2,814,672+200.7%
233MRSHMARSH & MCLENNAN COS INC$117.6M0.09%571,693−45.7%
234JEFJEFFERIES FINANCIAL GROUP IN$116.6M0.09%+2,593,516+1120.1%
235USMVISHARES TR$116.0M0.09%1,242,000−49.8%
236SEDGSOLAREDGE TECHNOLOGIES INC$115.6M0.09%+951,836+72.5%
237GISGENERAL MILLS INC$115.0M0.09%+660,809+27.2%
238VRSNVERISIGN INC$114.4M0.09%+210,900+84.4%
239CHECHEMED CORP NEW$113.9M0.09%+191,664+174.4%
240WULFTERAWULF INC$113.7M0.09%+3,891,068+97.6%
241BWXTBWX TECHNOLOGIES INC$113.6M0.09%+153,601+38.2%
242RBRKRUBRIK INC.$113.5M0.09%+1,601,977+223.7%
243SHWSHERWIN WILLIAMS CO$113.2M0.09%+310,132+718.9%
244EXLSEXLSERVICE HLDGS INC$113.0M0.09%+2,180,883+142.7%
245ROKUROKU INC$112.7M0.09%671,326−36.0%
246BAC 7.25 PERP LBANK AMERICA CORP$112.5M0.09%+94,384NEW
247RUNSUNRUN INC$111.9M0.09%+3,339,745+68.0%
248VVISA INC$111.7M0.09%234,091−38.8%
249XLRESELECT SECTOR SPDR TR$111.5M0.09%3,004,200−52.4%
250UNMUNUM GROUP$111.4M0.09%+1,014,914+199.1%
251BFAMBRIGHT HORIZONS FAM SOL IN D$111.2M0.09%+666,919+97.1%
252HWMHOWMET AEROSPACE INC$111.2M0.09%+482,372NEW
253TRPTC ENERGY CORP$110.3M0.09%+1,413,547+405.0%
254FROFRONTLINE PLC$110.1M0.09%+2,389,275+310.5%
255CPTCAMDEN PPTY TR$110.1M0.09%+624,200+124.1%
256ARMARM HOLDINGS PLC$110.0M0.09%684,217−48.5%
257SEISOLARIS ENERGY INFRAS INC$109.7M0.09%+861,615+79.8%
258AMRZAMRIZE LTD$109.6M0.09%+648,774+49.6%
259WSOWATSCO INC$109.5M0.09%103,707−25.6%
260KEYKEYCORP$109.2M0.09%3,285,652−37.6%
261EMNEASTMAN CHEM CO$108.4M0.09%+659,697+86.7%
262KTKT CORP$108.3M0.09%+3,690,475+271.3%
263RPRXROYALTY PHARMA PLC$108.0M0.09%+1,570,277+230.5%
264ALABASTERA LABS INC$107.8M0.09%+265,035+36.9%
265STESTERIS PLC$106.0M0.09%+394,439+465.7%
266OCOWENS CORNING NEW$105.2M0.08%+118,339+13.9%
267MMM3M CO$104.9M0.08%+698,854+3023.8%
268KGSKODIAK GAS SVCS INC$104.8M0.08%+893,597+98.9%
269BIPBROOKFIELD INFRASTRUCTURE PA$104.7M0.08%+1,793,539+162.4%
270JJACOBS SOLUTIONS INC$104.2M0.08%+399,038+95.1%
271STNGSCORPIO TANKERS INC$103.7M0.08%+1,019,152+275.6%
272LTHLIFE TIME GROUP HOLDINGS INC$103.5M0.08%+1,648,519+75.2%
273HDBHDFC BANK LTD$103.3M0.08%+3,616,547+677.3%
274TFCTRUIST FINL CORP$102.5M0.08%+2,041,671+1088.1%
275HALOHALOZYME THERAPEUTICS INC$102.4M0.08%+867,592+120.9%
276TRVTRAVELERS COMPANIES INC$101.0M0.08%21,163−5.8%
277SRPTSAREPTA THERAPEUTICS INC$99.9M0.08%+2,151,740+88.1%
278IRENIREN LIMITED$99.2M0.08%+2,602,326+889.5%
279DBXDROPBOX INC$98.8M0.08%+3,020,648+227.6%
280FTCSFIRST TR EXCHANGE-TRADED FD$98.3M0.08%+1,059,800NEW
281TKRTIMKEN CO$98.3M0.08%+706,279+260.5%
282CNPCENTERPOINT ENERGY INC$98.2M0.08%+2,143,998+1647.7%
283CLSCELESTICA INC$98.0M0.08%+234,463+206.5%
284PEVERPURE INC$97.5M0.08%+950,342+135.6%
285CAHCARDINAL HEALTH INC$97.5M0.08%344,513−42.8%
286GAPGAP INC$97.4M0.08%762,076−15.9%
287ALLALLSTATE CORP$97.0M0.08%37,035−7.3%
288OHIOMEGA HEALTHCARE INVS INC$96.2M0.08%+329,726+17.7%
289FTNTFORTINET INC$95.6M0.08%34,681−2.9%
290EVRG 4.5 12/15/27EVERGY INC$95.1M0.08%18,000,000−20.3%
291CHHCHOICE HOTELS INTL INC$94.8M0.08%+402,284+78.3%
292STMSTMICROELECTRONICS N V$94.8M0.08%860,122−23.9%
293CNP 4.25 08/15/26CENTERPOINT ENERGY INC$94.7M0.08%+49,480,000+162.2%
294EXELEXELIXIS INC$94.6M0.08%+1,932,421+705.8%
295IEXIDEX CORP$94.3M0.08%+240,664+93.6%
296IBBISHARES TR$94.2M0.08%917,200−62.2%
297VOOGVANGUARD ADMIRAL FDS INC$93.7M0.08%+229,820NEW
298MGKVANGUARD WORLD FD$93.6M0.08%+33,720+15.2%
299GGBGERDAU SA$93.3M0.08%+22,088,653+588.9%
300IYRISHARES TR$93.1M0.08%729,200−42.6%
301CDECOEUR MNG INC$92.9M0.07%684,261−12.1%
302ROLROLLINS INC$92.5M0.07%+1,404,232+428.3%
303TMOTHERMO FISHER SCIENTIFIC INC$92.4M0.07%+175,293+1391.2%
304QQQMINVESCO EXCH TRADED FD TR II$91.9M0.07%+361,700+1446.8%
305APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$91.8M0.07%+1,142,782+267.2%
306TROWPRICE T ROWE GROUP INC$91.6M0.07%+948,682+1406.6%
307DTMDT MIDSTREAM INC$91.1M0.07%+9,244+1.4%
308KBHKB HOME$91.0M0.07%+1,024,344+139.6%
309OROR ROYALTIES INC.$91.0M0.07%+1,052,651+78.6%
310STWDSTARWOOD PPTY TR INC$90.5M0.07%+319,644+6.5%
311CFRCULLEN FROST BANKERS INC$90.5M0.07%+337,071+104.4%
312DUKDUKE ENERGY CORP NEW$88.3M0.07%+536,649+390.3%
313CVLTCOMMVAULT SYS INC$87.5M0.07%+849,184+309.1%
314UMCUNITED MICROELECTRONICS CORP$86.7M0.07%+3,980,009+70.1%
315MTHMERITAGE HOMES CORP$86.6M0.07%+785,967+127.8%
316MKTXMARKETAXESS HLDGS INC$86.5M0.07%9,503−1.8%
317HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$86.3M0.07%+1,046,324+359.1%
318EWEDWARDS LIFESCIENCES CORP$86.2M0.07%+685,249+175.1%
319TDTORONTO DOMINION BK ONT$86.0M0.07%+921,812NEW
320MPMP MATERIALS CORP$85.8M0.07%443,775−20.0%
321DKDELEK US HLDGS INC NEW$85.6M0.07%+759,921+66.7%
322KBWBINVESCO EXCH TRADED FD TR II$85.5M0.07%+1,080,548NEW
323PAASPAN AMERN SILVER CORP$85.2M0.07%+570,022+57.7%
324EDCONSOLIDATED EDISON INC$84.9M0.07%+235,313+45.7%
325MEDPMEDPACE HLDGS INC$84.8M0.07%+119,176+207.7%
326VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$84.7M0.07%5,000,000−8.1%
327RACEFERRARI N V$84.5M0.07%+249,808NEW
328BKDBROOKDALE SR LIVING INC$84.3M0.07%+5,469,848+791.7%
329HALHALLIBURTON CO$84.2M0.07%+1,695,893+365.2%
330CORZCORE SCIENTIFIC INC NEW$84.1M0.07%+4,189,143+292.1%
331MRPMILLROSE PPTYS INC$84.0M0.07%+1,134,179+60.8%
332DOCUDOCUSIGN INC$83.9M0.07%+1,592,631+895.9%
333PCG 4.25 12/01/27PG&E CORP$83.9M0.07%4,903,000−5.7%
334TPRTAPESTRY INC$83.2M0.07%+248,084+72.6%
335SPHRSPHERE ENTERTAINMENT CO$83.2M0.07%+324,600+84.5%
336SBACSBA COMMUNICATIONS CORP$83.1M0.07%+199,547+70.5%
337HLHECLA MINING COMPANY$82.2M0.07%+3,847,910+680.6%
338DSGXDESCARTES SYS GROUP INC$81.1M0.07%+717,750+173.0%
339VFHVANGUARD WORLD FD$80.8M0.07%+669,100NEW
340NIONIO INC$80.4M0.06%+12,651,862+1863.3%
341FLNCFLUENCE ENERGY INC$80.3M0.06%+2,798,729+92.2%
342QSQUANTUMSCAPE CORP$80.3M0.06%+6,865,581+120.1%
343STX 3.5 06/01/28SEAGATE HDD CAYMAN$80.1M0.06%35,628,000−67.9%
344ARGXARGENX SE$79.7M0.06%149,435−57.8%
345SUNCSUNOCOCORP LLC$79.6M0.06%+1,290,979NEW
346CTRICENTURI HOLDINGS INC$79.3M0.06%+1,728,781+175.4%
347XOPSPDR SERIES TRUST$79.1M0.06%23,270−5.1%
348SBSWSIBANYE STILLWATER LTD$79.0M0.06%+2,440,900+61.5%
349RFREGIONS FINANCIAL CORP NEW$78.9M0.06%+488,473+19.3%
350STTSTATE STR CORP$78.5M0.06%+213,355+52.4%
351WABWABTEC$78.4M0.06%+223,379+246.8%
352GDXVANECK ETF TRUST$77.9M0.06%+717,944+547.6%
353NNNNNN REIT INC$77.7M0.06%+1,397,357+309.6%
354FCPTFOUR CORNERS PPTY TR INC$77.5M0.06%+2,192,019+202.4%
355AAGILENT TECHNOLOGIES INC$77.2M0.06%+411,973+155.2%
356PNCPNC FINL SVCS GROUP INC$76.4M0.06%+331,645+939.2%
357SAPSAP SE$76.3M0.06%+365,026+454.0%
358EXKENDEAVOUR SILVER CORP$76.0M0.06%+4,497,365+122.7%
359BROBROWN & BROWN INC$76.0M0.06%+1,165,284NEW
360TUTELUS CORPORATION$75.6M0.06%+4,111,610+231.0%
361IWYISHARES TR$75.1M0.06%+32,760+12.2%
362MRXMAREX GROUP PLC$75.0M0.06%+778,437+86.2%
363SIISPROTT INC$74.9M0.06%+293,919+127.8%
364FDSFACTSET RESH SYS INC$74.8M0.06%+104,611+43.5%
365EOSEEOS ENERGY ENTERPRISES INC$74.4M0.06%+8,749,008+140.0%
366NTSTNETSTREIT CORP$73.8M0.06%+2,466,744+169.6%
367IDCCINTERDIGITAL INC$73.5M0.06%+154,620+174.1%
368TAPMOLSON COORS BEVERAGE CO$73.3M0.06%+683,241+67.0%
369BCPCBALCHEM CORP$72.9M0.06%+227,501+112.2%
370MDBMONGODB INC$72.6M0.06%+36,909+14.2%
371OVVOVINTIV INC$72.6M0.06%+469,522+62.3%
372NFLXNETFLIX INC.$72.6M0.06%869,549−53.5%
373EXPOEXPONENT INC$71.9M0.06%+577,602+110.3%
374MIRMMIRUM PHARMACEUTICALS INC$71.6M0.06%+386,299+99.4%
375GTLBGITLAB INC$71.3M0.06%+3,140,407+2026.5%
376IONQIONQ INC$71.1M0.06%+2,043,925+483.1%
377IWDISHARES TR$70.8M0.06%+321,241+3210.8%
378CRSPCRISPR THERAPEUTICS AG$70.5M0.06%+1,012,430+215.1%
379INGRINGREDION INC$70.4M0.06%+360,084+136.2%
380PPL 2.875 03/15/28PPL CAP FDG INC$70.3M0.06%+55,000,000+1100.0%
381DXCMDEXCOM INC$70.3M0.06%+36,035+3.3%
382RMDRESMED INC$70.1M0.06%+312,468NEW
383MAGSLISTED FDS TR$70.1M0.06%+409,200+51.1%
384CUBECUBESMART$69.7M0.06%+1,588,937+506.2%
385CHTRCHARTER COMMUNICATIONS INC$69.7M0.06%+253,790+367.3%
386MGAMAGNA INTL INC$69.5M0.06%+1,226,737+6708.2%
387SBLKSTAR BULK CARRIERS CORP.$69.2M0.06%+2,450,563+435.7%
388CDPCOPT DEFENSE PROPERTIES$68.7M0.06%+1,276,278+131.9%
389MBLYMOBILEYE GLOBAL INC$67.9M0.05%+5,199,688+110.9%
390LLYELI LILLY & CO$67.4M0.05%+57,182+355.9%
391MCHPMICROCHIP TECHNOLOGY INC.$67.3M0.05%+24,856+2.4%
392NKTRNEKTAR THERAPEUTICS$67.0M0.05%+457,727+96.8%
393LTMLATAM AIRLINES GROUP SA$66.7M0.05%+201,605+17.6%
394OWLBLUE OWL CAPITAL INC$66.3M0.05%+7,259,105NEW
395DCIDONALDSON INC$66.1M0.05%+309,743+66.0%
396STNSTANTEC INC$66.0M0.05%+193,424+33.9%
397IYFISHARES TR$65.8M0.05%+559,000NEW
398HXLHEXCEL CORP NEW$65.5M0.05%+768,760+1884.3%
399WMTWALMART INC$65.3M0.05%+387,200+279.9%
400SILGLOBAL X FDS$64.8M0.05%+370,000+105.9%
401ONTOONTO INNOVATION INC$64.8M0.05%+229,307+265.2%
402JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$64.4M0.05%+20,132,000+61.0%
403IBNICICI BANK LIMITED$64.4M0.05%1,547,109−38.4%
404JBSJBS N.V.$64.2M0.05%+3,108,760+665.5%
405NTAPNETAPP INC$64.1M0.05%12,790−2.0%
406MKSIMKS INC.$64.0M0.05%+249,329+849.3%
407RKTROCKET COS INC$64.0M0.05%1,152,964−20.4%
408EZPWEZCORP INC$64.0M0.05%+1,288,154+104.4%
409GMABGENMAB A/S$62.8M0.05%+1,443,589+161.1%
410PLUGPLUG PWR INC$61.9M0.05%976,059−3.4%
411SOFISOFI TECHNOLOGIES INC$61.9M0.05%8,031,313−67.3%
412TOLTOLL BROTHERS INC$61.9M0.05%157,757−25.8%
413GLNGGOLAR LNG LTD$61.7M0.05%+690,871+153.6%
414MHKMOHAWK INDS INC$61.7M0.05%+137,996+28.2%
415HOGHARLEY DAVIDSON INC$61.5M0.05%+1,320,037+76.6%
416STAGSTAG INDUSTRIAL INC$61.0M0.05%+918,613+118.7%
417BCRXBIOCRYST PHARMACEUTICALS INC$60.9M0.05%+1,877,311+41.6%
418PRUPRUDENTIAL FINL INC$60.6M0.05%+366,624+144.5%
419JEPQJ P MORGAN EXCHANGE TRADED F$60.4M0.05%+1,081,000+14039.0%
420NTLAINTELLIA THERAPEUTICS INC$60.3M0.05%+2,007,163+74.4%
421EWYISHARES INC$60.3M0.05%+314,295+178.8%
422MELIMERCADOLIBRE INC$60.2M0.05%+31,616+988.0%
423AHRAMERICAN HEALTHCARE REIT INC$60.2M0.05%+831,861+187.5%
424NEE 7.375 02/15/29NEXTERA ENERGY INC$60.0M0.05%+1,194,725NEW
425SNAPSNAP INC$60.0M0.05%4,276,548−24.7%
426DGDOLLAR GEN CORP$59.7M0.05%885,986−63.8%
427LMNDLEMONADE INC$59.7M0.05%+177,312+22.9%
428IHIISHARES TR$59.6M0.05%+949,800+568.1%
429ESNTESSENT GROUP LTD$59.2M0.05%+435,963+75.7%
430AMPXAMPRIUS TECHNOLOGIES INC$59.1M0.05%+2,069,136+144.0%
431BRBROADRIDGE FINL SOLUTIONS IN$58.9M0.05%+308,021+564.4%
432BXBLACKSTONE INC$58.8M0.05%+511,363NEW
433LEVILEVI STRAUSS & CO NEW$58.8M0.05%+957,555+43.1%
434ECLECOLAB INC$58.5M0.05%120,683−35.4%
435VIAVVIAVI SOLUTIONS INC$58.2M0.05%+1,113,707+175.2%
436OTTROTTER TAIL CORP$58.2M0.05%+391,281+144.0%
437MFCMANULIFE FINL CORP$58.1M0.05%460,845−21.5%
438KBESPDR SERIES TRUST$58.0M0.05%+959,740+6528.8%
439RDVYFIRST TR EXCHANGE TRADED FD$57.7M0.05%+844,400NEW
440STXSEAGATE TECHNOLOGY HLDNGS PL$57.5M0.05%189,893−56.4%
441TXRHTEXAS ROADHOUSE INC$57.3M0.05%+276,977+394.6%
442CECOCECO ENVIRONMENTAL CORP$57.2M0.05%+434,131+82.6%
443CVSACOVISTA INC$57.0M0.05%+146,949+42.3%
444VISNVISTANCE NETWORKS INC$56.9M0.05%+393,198+14.4%
445GEGE AEROSPACE$56.7M0.05%+38,866+24.2%
446CNX 2.25 05/01/26CNX RES CORP$56.7M0.05%HELD
447WSTWEST PHARMACEUTICAL SVSC INC$56.6M0.05%+85,692+61.2%
448AUGOAURA MINERALS INC$56.5M0.05%+162,176+30.6%
449KVYOKLAVIYO INC$56.3M0.05%+667,879+30.0%
450WALWESTERN ALLIANCE BANCORP$56.2M0.05%+508,485+178.6%
451DOOBRP INC$56.1M0.05%+461,401+144.0%
452TRNOTERRENO RLTY CORP$56.1M0.05%+537,835+143.1%
453URIUNITED RENTALS INC$56.1M0.05%+7,143+10.2%
454JBLUJETBLUE AIRWAYS CORP$55.9M0.05%+4,702,704+59.2%
455AMKRAMKOR TECHNOLOGY INC$55.9M0.05%+688,112+124.5%
456RIGTRANSOCEAN INC$6.112.69%$55.8M0.05%+9,550,000+53.1%
457RSIRUSH STREET INTERACTIVE INC$55.8M0.05%+1,347,117+110.6%
458BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$55.6M0.04%15,000,000−27.2%
459MDTMEDTRONIC PLC$55.6M0.04%359,030−35.9%
460MLMMARTIN MARIETTA MATLS INC$55.5M0.04%+80,250+574.7%
461SPGIS&P GLOBAL INC$55.3M0.04%+114,790+752.4%
462AROCARCHROCK INC$55.2M0.04%+851,538+116.0%
463AXSMAXSOME THERAPEUTICS INC.$55.2M0.04%+180,881+124.2%
464ELSEQUITY LIFESTYLE PROPERTIES$55.1M0.04%+669,504+313.5%
465STWD 6.75 07/15/27STARWOOD PPTY TR INC$54.8M0.04%8,847,000−14.1%
466WEC 4.375 06/01/29WEC ENERGY GROUP INC$54.7M0.04%HELD
467CHDCHURCH & DWIGHT CO INC$54.6M0.04%457,711−43.9%
468TAT&T INC$54.5M0.04%5,454,069−74.4%
469RDNRADIAN GROUP INC$54.5M0.04%+808,766+96.4%
470WPCWP CAREY INC$54.5M0.04%+383,709+91.8%
471FSMFORTUNA MNG CORP$54.3M0.04%+2,127,285+63.7%
472CPACOPA HOLDINGS SA$54.0M0.04%+190,652+67.0%
473DARDARLING INGREDIENTS INC$53.7M0.04%+562,887+184.0%
474XELXCEL ENERGY INC$53.7M0.04%+459,638+212.4%
475NSANATIONAL STORAGE AFFILIATES$53.7M0.04%+1,366,230+2442.5%
476MGYMAGNOLIA OIL & GAS CORP$53.5M0.04%+1,267,786+297.6%
477RLIRLI CORP$53.4M0.04%+505,675+117.4%
478BOKFBOK FINL CORP$53.4M0.04%+139,776+50.4%
479SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$53.3M0.04%+36,353,000NEW
480TREXTREX INC$53.3M0.04%+485,813+49.7%
481RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$53.2M0.04%20,000,000−26.5%
482WWDWOODWARD INC$53.1M0.04%+29,852+25.2%
483AFLAFLAC INC$52.7M0.04%148,448−23.6%
484BRBRBELLRING BRANDS INC$52.6M0.04%+2,850,275+675.5%
485PKGPACKAGING CORP AMER$52.6M0.04%+241,092+3453.5%
486NCLHNORWEGIAN CRUISE LINE HLDGS$52.6M0.04%751,224−21.1%
487CIBGRUPO CIBEST SA$52.3M0.04%+306,950+74.7%
488GSLGLOBAL SHIP LEASE INC$52.0M0.04%+711,511+103.7%
489CSWCCAPITAL SOUTHWEST CORP$52.0M0.04%+1,300,266+123.9%
490SCISERVICE CORP INTL$52.0M0.04%+382,512+154.6%
491KOSKOSMOS ENERGY LTD$51.9M0.04%+14,824,861+384.5%
492ASNDUSDASCENDIS PHARMA A/S$51.6M0.04%22,451−9.1%
493GTYGETTY RLTY CORP NEW$51.6M0.04%+1,168,793+258.2%
494TGTXTG THERAPEUTICS INC$51.2M0.04%+481,864+45.4%
495CRWVCOREWEAVE INC$51.2M0.04%+557,795+540.4%
496BZKANZHUN LIMITED$51.0M0.04%+3,806,476NEW
497AAUCALLIED GOLD CORP$50.8M0.04%+1,230,828+302.2%
498AUPHAURINIA PHARMACEUTICALS INC$50.8M0.04%+1,465,963+74.7%
499FLGFLAGSTAR BANK NATIONAL ASSOC$50.8M0.04%+2,466,623+177.5%
500MDLNMEDLINE INC$50.7M0.04%+1,132,048+17416.1%

Source: SEC EDGAR · accession 0000899140-26-000547. 13F discloses long positions only — shorts, foreign equities, and options are excluded.