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Institutional

Vinva Investment Management Ltd

CIK 0001968109
$8.07B
Reported AUM
435
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Vinva Investment Management Ltd · Q1 2026

AI · grounded in 13F

Vinva Investment Management Ltd established a new position in GOOG valued at $185.03M. The fund also initiated new stakes in BRK/A for $37.18M and ATS for $36.51M. On the sell side, the manager trimmed holdings in DOCU by 92.58% and SYF by 84.19%.

Portfolio · Q1 2026

NVDA$569.8MAAPL$512.9MMSFTAMZNGOOGLAVGOGOOGMETAOther$5.18BVL

Top holdings

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%$569.8M7.06%+235,053+7.3%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$512.9M6.36%+117,752+6.0%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$355.3M4.40%+80,932+8.9%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$271.0M3.36%+69,701+5.4%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$224.4M2.78%581,656−41.5%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$187.8M2.33%+32,187+5.3%
7GOOGALPHABET INC$365.76-0.95%109.82%172.71%$185.0M2.29%+677,435NEW
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$166.9M2.07%+10,085+3.3%
9JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$109.5M1.36%+64,717+20.1%
10TSLATESLA INC$391.00-6.56%32.48%70.69%$103.9M1.29%4,958−1.7%
11CLCOLGATE PALMOLIVE CO$88.584.09%0.64%25.48%$101.7M1.26%+1,037,795+750.9%
12LLYELI LILLY & CO$1131.420.55%48.00%387.10%$96.5M1.20%+11,309+11.6%
13MSCIMSCI INC$615.46-0.55%9.75%9.15%$81.4M1.01%+26,905+21.5%
14TPRTAPESTRY INC$140.10-0.26%80.54%277.05%$75.5M0.94%+37,859+7.5%
15VVISA INC$323.571.06%-11.91%36.33%$74.7M0.93%+3,412+1.4%
16MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$73.1M0.91%9,590−6.1%
17WMTWALMART INC$118.880.97%22.99%166.67%$68.9M0.85%+29,373+5.6%
18DVNDEVON ENERGY CORP NEW$44.28-3.72%40.68%117.94%$68.5M0.85%+69,950+5.6%
19JBLJABIL INC$353.24-5.51%100.26%502.89%$64.2M0.80%+4,361+1.7%
20EXPEEXPEDIA GROUP INC$228.880.75%30.66%44.04%$60.3M0.75%+67,866+34.9%
21CBOECBOE GLOBAL MKTS INC$281.91-1.44%27.22%152.89%$58.5M0.73%+86,777+72.4%
22ABBVABBVIE INC$227.231.02%23.60%135.68%$58.1M0.72%+32,537+13.6%
23BMYBRISTOL-MYERS SQUIBB CO$57.271.18%24.21%3.16%$57.7M0.71%+26,900+2.9%
24NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$57.0M0.71%+56,761+10.2%
25ADSKAUTODESK INC$229.96-1.58%-22.80%-28.39%$56.6M0.70%+63,705+36.2%
26JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$56.0M0.69%+14,844+6.9%
27NTAPNETAPP INC$167.04-6.61%60.26%135.88%$54.9M0.68%+23,582+4.6%
28COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$52.2M0.65%+5,925+12.8%
29MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$51.1M0.63%+3,882+2.5%
30NTRSNORTHERN TR CORP$170.47-1.50%62.71%75.43%$50.9M0.63%+227,508+155.9%
31BKNGBOOKING HOLDINGS INC$165.84-0.99%$49.5M0.61%+1,390+13.1%
32PODDINSULET CORP$153.224.65%$48.5M0.60%+104,866+84.6%
33XOMEXXON MOBIL CORP$149.92-1.39%$47.8M0.59%+72,811+35.4%
34BACBANK AMERICA CORP$53.83-0.63%$47.4M0.59%+127,918+14.6%
35FTNTFORTINET INC$144.68-3.33%$47.4M0.59%+122,192+25.6%
36CCL1EURCARNIVAL CORP$46.1M0.57%+352,652+23.0%
37ADBEADOBE INC$251.44-2.70%$45.8M0.57%+41,827+28.3%
38HWMHOWMET AEROSPACE INC$251.901.03%$45.7M0.57%+54,568+36.3%
39GMGENERAL MTRS CO$82.11-1.33%$44.6M0.55%20,485−3.2%
40GDDYGODADDY INC$84.38-0.54%$42.5M0.53%+123,272+32.0%
41ITWILLINOIS TOOL WKS INC$252.720.64%$41.9M0.52%+51,770+46.4%
42EMEEMCOR GROUP INC$817.44-3.31%$41.2M0.51%5,544−8.6%
43UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%$40.4M0.50%+19,649+40.1%
44CFGCITIZENS FINL GROUP INC$63.980.13%$40.2M0.50%32,148−4.4%
45GEGE AEROSPACE$328.000.11%$39.7M0.49%+54,055+59.3%
46BRBROADRIDGE FINL SOLUTIONS IN$151.34-1.79%$39.5M0.49%+228,421+1771.7%
47PEPPEPSICO INC$141.92-0.16%$39.4M0.49%+46,696+22.8%
48AMDADVANCED MICRO DEVICES INC$466.38-10.86%$38.0M0.47%+13,843+7.7%
49GPNGLOBAL PMTS INC$66.32-2.20%$37.8M0.47%68,477−10.8%
50EOGEOG RES INC$137.78-2.20%$37.7M0.47%+99,534+65.4%
51NEMNEWMONT CORP$99.71-7.96%$37.5M0.47%20,362−5.3%
52BRK/ABERKSHIRE HATHAWAY INC DEL$37.2M0.46%+78,327NEW
53VRSNVERISIGN INC$294.920.38%$36.6M0.45%20,118−12.1%
54ATSATS CORPORATION$26.92-4.74%$36.5M0.45%+2,088,947NEW
55LRCXLAM RESEARCH CORP$303.28-9.85%$36.4M0.45%+182,047NEW
56NDAQNASDAQ INC$87.28-1.32%$36.3M0.45%+365,413+530.6%
57PINNACLE FINL PARTNERS INC$35.7M0.44%+420,063NEW
58KOCOCA COLA CO$79.483.46%$35.6M0.44%4,442−0.9%
59MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$35.6M0.44%+141,636+54.4%
60TWTRADEWEB MKTS INC$102.531.92%$35.5M0.44%+104,477+52.5%
61NIUNIU TECHNOLOGIES$2.27-4.62%$35.4M0.44%+530,711NEW
62QCOMQUALCOMM INC$215.94-10.98%$35.1M0.44%79,367−22.3%
63VRTVERTIV HOLDINGS CO$300.51-7.23%$35.0M0.43%3,246−2.1%
64MTDMETTLER TOLEDO INTERNATIONAL$1154.33-2.22%$34.6M0.43%+27,760NEW
65AMATAPPLIED MATLS INC$453.01-9.71%$34.2M0.42%+12,525+13.4%
66WMT2WELLS FARGO & CO$34.2M0.42%+28,738+6.9%
67DECKDECKERS OUTDOOR CORP$108.13-0.76%$33.5M0.41%+336,423+3530.9%
68VZVERIZON COMMUNICATIONS INC$45.371.11%$33.3M0.41%376,477−36.3%
69FTVFORTIVE CORP$61.28-0.31%$33.2M0.41%+255,472+70.4%
70CCITIGROUP INC$132.47-1.98%$32.9M0.41%+47,605+18.4%
71EDCONSOLIDATED EDISON INC$106.262.09%$32.9M0.41%+196,504+209.6%
72GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$32.4M0.40%+820+2.1%
73AIGAMERICAN INTL GROUP INC$75.492.79%$31.6M0.39%+134,771+46.1%
74TAT&T INC$22.75-0.09%$31.1M0.39%+143,537+15.3%
75TERTERADYNE INC$357.93-12.03%$30.3M0.38%+47,787+78.1%
76MRKMERCK & CO INC$120.790.44%$30.3M0.38%69,690−21.4%
77TFCTRUIST FINL CORP$49.200.04%$29.8M0.37%584,436−46.7%
78ZNGAZOOM COMMUNICATIONS INC$29.1M0.36%234,213−38.8%
79KLACKLA CORP$1929.20-9.47%$28.9M0.36%+485+2.4%
80GEVGE VERNOVA INC$933.61-3.09%$28.7M0.36%1,010−2.8%
81EBAYEBAY INC.$109.350.18%$28.2M0.35%48,031−13.1%
82CBRECBRE GROUP INC$130.93-0.02%$28.2M0.35%183,485−46.4%
83INCYINCYTE CORP$102.381.13%$27.1M0.34%135,588−31.1%
84AERAERCAP HOLDINGS NV$136.940.37%$27.0M0.33%+159,978+365.8%
85TJXTJX COS INC NEW$160.711.31%$26.8M0.33%+26,036+17.9%
86LINLINDE PLC$507.900.09%$25.5M0.32%+38+0.1%
87AMGNAMGEN INC$349.581.15%$25.1M0.31%+18,327+34.2%
88HUBSHUBSPOT INC$212.64-3.51%$24.8M0.31%+40,414+65.0%
89TWLOTWILIO INC$225.99-4.50%$24.0M0.30%+10,772+5.8%
90PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$23.7M0.29%+95,380+124.0%
91GILDGILEAD SCIENCES INC$129.16-0.02%$23.6M0.29%+17,781+11.4%
92ACMAECOM$71.14-2.12%$23.6M0.29%+236,850+516.2%
93CRMSALESFORCE INC$185.66-1.64%$22.9M0.28%+9,661+8.4%
94ROSTROSS STORES INC$230.37-1.15%$22.7M0.28%+29,457+37.2%
95CMCSACOMCAST CORP NEW$23.822.10%$21.5M0.27%+744,176NEW
96MPCMARATHON PETE CORP$262.01-1.89%$21.4M0.27%+44,302+102.7%
97MSMORGAN STANLEY$211.93-2.90%$21.0M0.26%+53,997+68.6%
98FLNGFLEX LNG LTD$29.770.54%$20.5M0.25%+337,980NEW
99MCOMOODYS CORP$451.350.49%$20.4M0.25%+47,243NEW
100TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$19.9M0.25%268−0.6%
101TELTE CONNECTIVITY PLC$212.65-3.67%$19.4M0.24%+97,543NEW
102FISFIDELITY NATL INFORMATION SV$19.4M0.24%+340,213+499.6%
103SPGIS&P GLOBAL INC$19.0M0.24%+3,380+8.0%
104ABTABBOTT LABORATORIES$18.9M0.23%+38,550+26.3%
105SCHWSCHWAB CHARLES CORP$18.8M0.23%9,018−4.3%
106CSCOCISCO SYS INC$18.5M0.23%60,030−20.0%
107UBERUBER TECHNOLOGIES INC$18.4M0.23%+11,889+4.7%
108VICIVICI PPTYS INC$18.0M0.22%+528,002+393.0%
109NEENEXTERA ENERGY INC$17.9M0.22%2,624−1.3%
110UNHUNITEDHEALTH GROUP INC$17.8M0.22%542−0.8%
111PHPARKER-HANNIFIN CORP$17.6M0.22%+192+0.9%
112GENGEN DIGITAL INC$17.6M0.22%+716,824+295.5%
113MDTMEDTRONIC PLC$17.5M0.22%7,296−3.5%
114IDXXIDEXX LABS INC$17.4M0.22%+19,855+175.4%
115MCKMCKESSON CORP$17.3M0.21%+1,531+8.2%
116ISRGINTUITIVE SURGICAL INC$17.1M0.21%+1,568+4.3%
117SYKSTRYKER CORPORATION$16.5M0.20%+2,681+5.6%
118PLDPROLOGIS INC.$16.3M0.20%+6,327+5.3%
119PNCPNC FINL SVCS GROUP INC$16.0M0.20%+10,604+15.4%
120MNSTMONSTER BEVERAGE CORP NEW$15.9M0.20%+27,433+14.1%
121ADIANALOG DEVICES INC$15.5M0.19%6,873−11.8%
122AMPAMERIPRISE FINL INC$15.5M0.19%+4,973+16.4%
123PGPROCTER & GAMBLE CO$15.3M0.19%62,769−37.2%
124HBANHUNTINGTON BANCSHARES INC$15.1M0.19%901,171−47.2%
125CBCHUBB LTD SWITZ$14.9M0.18%2,381−4.9%
126BSXBOSTON SCIENTIFIC CORP$14.9M0.18%+18,943+8.7%
127INTUINTUIT$14.7M0.18%+8,379+32.3%
128ETNEATON CORP PLC$14.7M0.18%+1,828+4.5%
129BKRBAKER HUGHES COMPANY$14.6M0.18%+239,814NEW
130ALLALLSTATE CORP$14.5M0.18%+29,826+74.7%
131KMRKK-TECH SOLUTIONS CO LTD$14.5M0.18%+236,711NEW
132WDCWESTERN DIGITAL CORP$14.1M0.18%142,524−71.7%
133EAELECTRONIC ARTS INC$14.1M0.18%105,729−60.3%
134STXSEAGATE TECHNOLOGY HLDNGS PL$14.1M0.17%+14,574+59.9%
135MRSHMARSH & MCLENNAN COS INC$14.1M0.17%+18,213+29.3%
136RTXRTX CORPORATION$14.0M0.17%+34,233+84.1%
137UNPUNION PAC CORP$13.8M0.17%19,770−25.5%
138AMTAMERICAN TOWER CORP$13.6M0.17%10,125−11.3%
139EQIXEQUINIX INC$13.3M0.17%+1,156+9.1%
140KMIKINDER MORGAN INC DEL$13.2M0.16%+393,065NEW
141APHAMPHENOL CORP$13.2M0.16%10,361−8.5%
142ICEINTERCONTINENTAL EXCHANGE IN$13.2M0.16%+17,660+26.7%
143TMUST-MOBILE US INC$13.1M0.16%+2,388+4.0%
144CATCATERPILLAR INC$13.1M0.16%+9,191+87.8%
145NOWSERVICENOW INC$12.9M0.16%+27,238+28.4%
146ACGLARCH CAP GROUP LTD$12.9M0.16%238,092−63.8%
147ANETARISTA NETWORKS INC$12.9M0.16%+110,708NEW
148DUKDUKE ENERGY CORP NEW$12.7M0.16%+8,279+9.4%
149CVSCVS HEALTH CORP$12.6M0.16%+26,607+17.4%
150HCAHCA HEALTHCARE INC$12.6M0.16%2,118−7.3%
151CORCENCORA INC$12.5M0.15%12,325−23.5%
152COFCAPITAL ONE FINL CORP$12.2M0.15%9,399−12.1%
153DTEDTE ENERGY CO$12.1M0.15%+34,479+71.5%
154LNGCHENIERE ENERGY INC$12.0M0.15%+40,790NEW
155BKBANK NEW YORK MELLON CORP$12.0M0.15%8,777−7.8%
156FIXCOMFORT SYS USA INC$11.9M0.15%+4,010+75.0%
157EXCEXELON CORP$11.9M0.15%+219,366+959.0%
158PFEPFIZER INC$11.9M0.15%+22,628+5.6%
159IQVIQVIA HLDGS INC$11.7M0.15%140,905−66.6%
160FCXFREEPORT MCMORAN INC$11.7M0.14%+156,103+269.6%
161METMETLIFE INC$11.7M0.14%+108,642+173.9%
162ACNACCENTURE PLC IRELAND$11.6M0.14%+33,309+130.6%
163DISDISNEY WALT CO$11.6M0.14%140,678−53.3%
164ALNYALNYLAM PHARMACEUTICALS INC$11.6M0.14%+18,640+103.8%
165GWWWW GRAINGER INC$11.4M0.14%+8,081+296.7%
166REGNREGENERON PHARMACEUTICALS$11.1M0.14%+972+7.0%
167CAHCARDINAL HEALTH INC$11.1M0.14%+19,138+55.1%
168ROKROCKWELL AUTOMATION INC$11.0M0.14%18,064−36.4%
169ZBRAZEBRA TECHNOLOGIES CORPORATI$10.9M0.13%12,361−18.5%
170TEAMATLASSIAN CORPORATION$10.6M0.13%6,576−4.0%
171MDBMONGODB INC$10.5M0.13%+22,367+101.7%
172TRGPTARGA RES CORP$10.5M0.13%+12,463+41.8%
173SOSOUTHERN CO$10.4M0.13%+8,587+8.7%
174VLOVALERO ENERGY CORP$10.2M0.13%+36,006+790.8%
175ORCLORACLE CORP$10.1M0.13%39,169−34.9%
176APPAPPLOVIN CORP$9.8M0.12%+316+1.2%
177MOALTRIA GROUP INC$9.7M0.12%+42,896+42.1%
178NBIXNEUROCRINE BIOSCIENCES INC$9.7M0.12%+369+0.5%
179PEVERPURE INC$9.6M0.12%46,222−21.5%
180PMPHILIP MORRIS INTL INC$9.5M0.12%+5,335+10.2%
181DGDOLLAR GEN CORP$9.5M0.12%+76,492+2034.9%
182PGRPROGRESSIVE CORP$9.4M0.12%+6,491+16.2%
183CITHE CIGNA GROUP$9.3M0.11%+1,195+3.4%
184DPZDOMINOS PIZZA INC$9.2M0.11%+25,676+4937.7%
185VLTOVERALTO CORP$9.2M0.11%19,131−15.2%
186KRKROGER CO$8.9M0.11%171,949−58.9%
187AONAON PLC$8.7M0.11%+7,629+40.0%
188HALHALLIBURTON CO$8.7M0.11%+220,405NEW
189UHTUNIVERSAL HEALTH RLTY INCOME$8.6M0.11%+46,965NEW
190CEGCONSTELLATION ENERGY CORP$8.5M0.11%+22,938+435.0%
191BLKBLACKROCK INC$8.5M0.11%+9,085NEW
192HEI/AHEICO CORP NEW$8.3M0.10%+40,612NEW
193TXTTEXTRON INC$7.9M0.10%245,761−72.7%
194MELIMERCADOLIBRE INC$7.9M0.10%1,957−28.6%
195CTASCINTAS CORP$7.9M0.10%+14,725+45.6%
196SESEA LTD$7.5M0.09%274,636−74.2%
197RJFRAYMOND JAMES FINL INC$7.5M0.09%121,562−69.6%
198OKTAOKTA INC$7.4M0.09%+78,516+391.1%
199SLBSLB LIMITED$7.4M0.09%+143,517NEW
200VEEVVEEVA SYS INC$7.2M0.09%12,198−22.9%
201RCLROYAL CARIBBEAN GROUP$7.2M0.09%+9,690+54.4%
202TSNTYSON FOODS INC$7.1M0.09%42,020−27.3%
203SYFSYNCHRONY FINANCIAL$7.0M0.09%562,847−84.2%
204HEIHEICO CORP NEW$6.8M0.08%+6,752+35.7%
205PEGPUBLIC SVC ENTERPRISE GROUP$6.4M0.08%+10,170+14.8%
206HLTHILTON WORLDWIDE HLDGS INC$6.4M0.08%14,131−39.4%
207CWCURTISS WRIGHT CORP$6.3M0.08%+10,005NEW
208TXNTEXAS INSTRS INC$6.3M0.08%+19,517+138.4%
209COPCONOCOPHILLIPS$5.8M0.07%48,551−52.7%
210CIENCIENA CORP$5.7M0.07%+1,073+7.3%
211TDGTRANSDIGM GROUP INC$5.7M0.07%+3,081+155.5%
212TTTRANE TECHNOLOGIES PLC$5.6M0.07%8,190−37.2%
213EIXEDISON INTL$5.6M0.07%202,377−72.2%
214DHRDANAHER CORP DEL$5.6M0.07%29,621−49.4%
215OKEONEOK INC NEW$5.4M0.07%+57,617NEW
216SPOTSPOTIFY TECHNOLOGY S A$5.3M0.07%2,012−15.2%
217AMEAMETEK INC$5.2M0.06%10,087−28.8%
218OTISOTIS WORLDWIDE CORP$5.1M0.06%+50,877+318.1%
219HDHOME DEPOT INC$5.1M0.06%113−0.7%
220MMM3M CO$4.8M0.06%+13,585+66.9%
221SYYSYSCO CORP$4.7M0.06%+6,910+11.3%
222RSGREPUBLIC SVCS INC$4.6M0.06%+20,627NEW
223IBKRINTERACTIVE BROKERS GROUP IN$4.5M0.06%6,030−7.8%
224FICOFAIR ISAAC CORP$4.4M0.05%+1,482+54.7%
225SOLVSOLVENTUM CORP$4.3M0.05%14,294−17.4%
226PSAPUBLIC STORAGE OPER CO$4.3M0.05%1,656−9.3%
227RMDRESMED INC$4.2M0.05%+3,820+24.7%
228VRTXVERTEX PHARMACEUTICALS INC$4.2M0.05%1,407−12.9%
229EXEEXPAND ENERGY CORPORATION$4.1M0.05%+36,930NEW
230NRGNRG ENERGY INC$4.1M0.05%+4,271+17.3%
231INTCINTEL CORP$4.0M0.05%+8,562+9.2%
232QQNITY ELECTRONICS INC$3.9M0.05%+36,085NEW
233BSVNBANK7 CORP$3.7M0.05%+18,627NEW
234PPLPPL CORP$3.6M0.05%+86,269+919.4%
235USBUS BANCORP$3.6M0.04%66,445−48.2%
236SBACSBA COMMUNICATIONS CORP$3.6M0.04%16,594−44.1%
237SNOWSNOWFLAKE INC$3.5M0.04%1,926−7.8%
238VSTVISTRA CORP$3.4M0.04%+22,913NEW
239ITGARTNER INC$3.4M0.04%+21,152NEW
240STTSTATE STR CORP$3.4M0.04%72,169−72.7%
241COHRCOHERENT CORP$3.3M0.04%+15,158NEW
242NOCNORTHROP GRUMMAN CORP$3.3M0.04%+241+5.1%
243ALABASTERA LABS INC$3.3M0.04%+21,865+196.6%
244VIPSVIPSHOP HLDGS LTD$3.3M0.04%HELD
245TDYTELEDYNE TECHNOLOGIES INC$3.2M0.04%+5,512NEW
246OVVOVINTIV INC$3.2M0.04%+7,959+28.4%
247IBMINTERNATIONAL BUSINESS MACHS$3.1M0.04%+8,435+177.4%
248ESEVERSOURCE ENERGY$3.1M0.04%+21,892+96.4%
249EXELEXELIXIS INC$3.0M0.04%+23,571+92.0%
250JAZZJAZZ PHARMACEUTICALS PLC$3.0M0.04%+7,043+171.8%
251HALOHALOZYME THERAPEUTICS INC$2.9M0.04%+15,315+91.1%
252DOCUDOCUSIGN INC$2.9M0.04%526,645−92.6%
253ALLYALLY FINL INC$2.9M0.04%+27,065+106.1%
254ULTAULTA BEAUTY INC$2.9M0.04%+2,209+64.6%
255RNGRINGCENTRAL INC$2.7M0.03%+13,382+34.7%
256ILMNILLUMINA INC$2.7M0.03%8,500−27.3%
257WMWASTE MGMT INC DEL$2.7M0.03%+11,837NEW
258UALUNITED AIRLS HLDGS INC$2.7M0.03%+31,724NEW
259LMTLOCKHEED MARTIN CORP$2.7M0.03%+578+14.9%
260UPSUNITED PARCEL SVCS INC$2.7M0.03%+13,792+97.4%
261DLRDIGITAL RLTY TR INC$2.6M0.03%1,014−6.3%
262ECLECOLAB INC$2.6M0.03%773−7.3%
263CMSCMS ENERGY CORP$2.5M0.03%3,139−8.8%
264BXBLACKSTONE INC$2.4M0.03%+454+2.1%
265EQTEQT CORP$2.4M0.03%+37,036NEW
266JLLJONES LANG LASALLE INC$2.3M0.03%+3,722+222.6%
267BOXBOX INC$2.3M0.03%+67,626NEW
268EXPDEXPEDITORS INTL WASH INC$2.3M0.03%+7,957+98.5%
269HIGHARTFORD INSURANCE GROUP INC$2.3M0.03%87,271−83.9%
270LNCLINCOLN NATL CORP IND$2.2M0.03%+40,243+828.9%
271TDCTERADATA CORP DEL$2.2M0.03%+38,128+160.3%
272NXPINXP SEMICONDUCTORS N V$2.2M0.03%696−5.5%
273MMACYS INC$2.2M0.03%+69,231+413.2%
274FISVFISERV INC$2.2M0.03%3,960−9.0%
275PEGAPEGASYSTEMS INC$2.2M0.03%+31,772+784.9%
276KEYKEYCORP$2.2M0.03%HELD
277NUNU HLDGS LTD$2.1M0.03%+7,629+5.2%
278ENTGENTEGRIS INC$2.1M0.03%+19,220NEW
279ALBALBEMARLE CORP$2.1M0.03%+8,009NEW
280JXNJACKSON FINANCIAL INC$2.1M0.03%+3,186+30.3%
281CCICROWN CASTLE INC$2.0M0.03%203,934−88.8%
282MKLMARKEL GROUP INC$2.0M0.03%+191+21.5%
283LUVSOUTHWEST AIRLS CO$2.0M0.03%+38,358NEW
284SWKSSKYWORKS SOLUTIONS INC$2.0M0.02%+9,052+52.9%
285DXCMDEXCOM INC$2.0M0.02%+32,237NEW
286VIRTVIRTU FINL INC$1.9M0.02%+13,458+78.8%
287BFHBREAD FINANCIAL HOLDINGS INC$1.9M0.02%+2,839+19.0%
288GTMZOOMINFO TECHNOLOGIES INC$1.9M0.02%+138,397+174.7%
289KMBKIMBERLY-CLARK CORP$1.9M0.02%+3,781+24.0%
290LDOSLEIDOS HOLDINGS INC$1.8M0.02%113,292−90.4%
291TGTTARGET CORP$1.8M0.02%+15,388NEW
292ASNDUSDASCENDIS PHARMA A/S$1.8M0.02%+5,694NEW
293AXPAMERICAN EXPRESS CO$1.8M0.02%48−0.8%
294JJACOBS SOLUTIONS INC$1.8M0.02%+14,242NEW
295AEOAMERICAN EAGLE OUTFITTERS IN$1.7M0.02%+37,957+104.1%
296BMRNBIOMARIN PHARMACEUTICAL INC$1.7M0.02%+14,619+202.4%
297RDDTREDDIT INC$1.7M0.02%2,506−15.1%
298GGGGRACO INC$1.7M0.02%+20,942NEW
299GLPIGAMING & LEISURE P$1.7M0.02%+39,438NEW
300KEYSKEYSIGHT TECHNOLOGIES INC$1.7M0.02%+1,264+24.6%
301AREALEXANDRIA REAL ESTATE EQ IN$1.7M0.02%+25,344NEW
302AEEAMEREN CORP$1.7M0.02%+15,591NEW
303STESTERIS PLC$1.7M0.02%7,125−47.8%
304GAPGAP INC$1.7M0.02%+20,473+71.8%
305NXTTNEXT TECHNOLOGY HOLDING INC$1.7M0.02%+19,354NEW
306NVTNVENT ELEC PLC$1.7M0.02%+10,323NEW
307APAAPA CORPORATION$1.7M0.02%+26,414NEW
308PNRPENTAIR PLC$1.7M0.02%58,380−74.5%
309JBHTHUNT J B TRANS SVCS INC$1.6M0.02%+6,302+393.4%
310LHXL3HARRIS TECHNOLOGIES INC$1.5M0.02%2,613−36.8%
311WELLWELLTOWER INC$1.5M0.02%+3,254+77.9%
312CHTRCHARTER COMMUNICATIONS INC$1.4M0.02%+6,335NEW
313GDGENERAL DYNAMICS CORP$1.4M0.02%+58+1.4%
314DBXDROPBOX INC$1.3M0.02%+40,123NEW
315BURLBURLINGTON STORES INC$1.3M0.02%+4,146NEW
316CMICUMMINS INC$1.3M0.02%+2,527NEW
317ACUACME UTD CORP$1.3M0.02%+4,283NEW
318SNDKSANDISK CORP$1.2M0.02%489−24.9%
319VTRSVIATRIS INC$1.2M0.02%30,994−32.2%
320CARGCARGURUS INC$1.2M0.01%+1,013+4.6%
321MCDMCDONALDS CORP$1.2M0.01%1,692−30.4%
322CVXCHEVRON CORPORATION$1.2M0.01%463−7.6%
323JCIJOHNSON CONTROLS INTERNATION$1.2M0.01%+9,388NEW
324FIVNFIVE9 INC$1.2M0.01%+33,076+151.9%
325DELLDELL TECHNOLOGIES INC$1.2M0.01%+4,827+215.4%
326JEFJEFFERIES FINANCIAL GROUP IN$1.2M0.01%+19,971NEW
327FERGFERGUSON ENTERPRISES INC$1.1M0.01%+436+9.3%
328GRABGRAB HOLDINGS LIMITED$1.1M0.01%1,128,151−78.1%
329WATWATERS CORP$1.1M0.01%+3,805NEW
330CNXCCONCENTRIX CORP$1.1M0.01%+23,795+501.1%
331ATIATI INC$1.1M0.01%+4,139+283.9%
332YELPYELP INC$1.1M0.01%+2,694+9.8%
333ORLYOREILLY AUTOMOTIVE INC$1.1M0.01%13,874−54.3%
334HUBBHUBBELL INC$1.1M0.01%7,022−75.6%
335TMETENCENT MUSIC ENTMT GROUP$1.1M0.01%HELD
336CRUSCIRRUS LOGIC INC$1.1M0.01%+5,214NEW
337CDNSCADENCE DESIGN SYSTEM INC$1.0M0.01%+2,999+353.2%
338HASHASBRO INC$1.0M0.01%5,922−42.8%
339DTDYNATRACE INC$1.0M0.01%31,997−62.9%
340TRMBTRIMBLE INC$1000K0.01%+2,812+21.3%
341ANFABERCROMBIE & FITCH CO$988K0.01%+5,741+282.8%
342SUISUN CMNTYS INC$947K0.01%+7,501NEW
343RIGTRANSOCEAN LTD$912K0.01%+94,017NEW
344TRUTRANSUNION$903K0.01%6,672−32.9%
345EVRGEVERGY INC$896K0.01%+10,986NEW
346WMBWILLIAMS COS INC$886K0.01%249−2.0%
347FGIFGI INDUSTRIES LTD$880K0.01%+6,396NEW
348PYPLPAYPAL HLDGS INC$879K0.01%125,237−86.4%
349ZYMEZYMEWORKS INC$851K0.01%+11,874+97.2%
350FTAIFTAI AVIATION LTD$851K0.01%+3,718NEW
351BLKBBLACKBAUD INC$847K0.01%+7,642+99.4%
352VSCOVICTORIAS SECRET AND CO$827K0.01%+10,274+364.6%
353KDPKEURIG DR PEPPER INC$819K0.01%+30,958NEW
354AAALCOA CORP$808K0.01%+2,014+29.9%
355CRTOCRITEO S A$800K0.01%+4,610+17.2%
356TAP.AMOLSON COORS BEVERAGE CO$798K0.01%+12,753NEW
357AGOASSURED GUARANTY LTD$782K0.01%+6,664NEW
358ENOVENOVIS CORPORATION$771K0.01%+24,376NEW
359RRYDER SYS INC$767K0.01%+1,654+162.3%
360UCTTULTRA CLEAN HLDGS INC$755K0.01%+9,263NEW
361AAGILENT TECHNOLOGIES INC$742K0.01%HELD
362DGXQUEST DIAGNOSTICS INC$740K0.01%+3,753NEW
363LYFTLYFT INC$739K0.01%+227+0.6%
364KIMKIMCO REALTY CORP$730K0.01%+32,726NEW
365HRHEALTHCARE RLTY TR$729K0.01%+29,731NEW
366EWEDWARDS LIFESCIENCES CORP$718K0.01%+5,792+179.0%
367CWKCUSHMAN AND WAKEFIELD LTD$697K0.01%+40,135NEW
368GLWCORNING INC$696K0.01%+5,414NEW
369COLLCOLLEGIUM PHARMACEUTICAL INC$693K0.01%+11,580+354.9%
370HOODROBINHOOD MKTS INC$642K0.01%6,005−37.9%
371DOVDOVER CORP$629K0.01%7,465−70.6%
372VLYVALLEY NATL BANCORP$623K0.01%+3,894+12.2%
373TVTXTRAVERE THERAPEUTICS INC$621K0.01%+15,390NEW
374HONHONEYWELL INTL INC$618K0.01%HELD
375CHRWC H ROBINSON WORLDWIDE IN$602K0.01%+3,720NEW
376PENGPENGUIN SOLUTIONS INC$598K0.01%+25,253NEW
377EXTREXTREME NETWORKS INC$588K0.01%+26,904NEW
378BCRXBIOCRYST PHARMACEUTICALS INC$556K0.01%+21,588+115.2%
379MSIMOTOROLA SOLUTIONS INC$556K0.01%+544+71.8%
380AESAES CORP$539K0.01%+11,573+78.4%
381MIAXMIAMI INTL HLDGS INC$536K0.01%+9,801NEW
382SHWSHERWIN WILLIAMS CO$527K0.01%1,795−51.8%
383GRFSGRIFOLS S A$522K0.01%+19,095+67.7%
384QUREQUANTA SVCS INC$501K0.01%2,807−74.9%
385AWKAMERICAN WTR WKS CO INC NEW$500K0.01%2,355−39.5%
386PRGSPROGRESS SOFTWARE CORP$498K0.01%+12,068NEW
387CALYCALLAWAY GOLF CO$496K0.01%+25,616NEW
388LULULULULEMON ATHLETICA INC$494K0.01%+3,386NEW
389CRWDCROWDSTRIKE HLDGS INC$466K0.01%+1,226NEW
390XYLXYLEM INC$464K0.01%HELD
391ONON SEMICONDUCTOR CORP$462K0.01%+8,295NEW
392MYRGMYR GROUP INC$460K0.01%+1,180NEW
393SDASEALED AIR CORP NEW$456K0.01%+7,454NEW
394WDAYWORKDAY INC$449K0.01%2,637−43.0%
395AALAMERICAN AIRLINES GROUP INC$447K0.01%+30,096NEW
396FLGFLAGSTAR BANK NATIONAL ASSOC$432K0.01%+23,025NEW
397LLOEWS CORP$427K0.01%10,807−72.8%
398KKRKKR & CO INC$426K0.01%+621+15.2%
399DDDUPONT DE NEMOURS INC$420K0.01%+9,504NEW
400ETSYETSY INC$405K0.01%1,662−22.1%
401REALTHE REALREAL INC$384K0.00%+32,410NEW
402CELHCELSIUS HLDGS INC$377K0.00%+7,651NEW
403TENBTENABLE HLDGS INC$376K0.00%+15,111NEW
404ANIPANI PHARMACEUTICALS INC$362K0.00%+3,368NEW
405ANABANAPTYSBIO INC$354K0.00%+4,383NEW
406DXCDXC TECHNOLOGY CO$349K0.00%1,591−7.4%
407LEALEAR CORP$349K0.00%+2,054NEW
408TDOCTELADOC HEALTH INC$345K0.00%+11,058+31.6%
409RFREGIONS FINANCIAL CORP NEW$345K0.00%33,991−71.3%
410DDOGDATADOG INC$343K0.00%1,734−36.9%
411CDWCDW CORP$342K0.00%+2,888NEW
412BALLBALL CORP$337K0.00%+1,446+33.1%
413LITELUMENTUM HLDGS INC$335K0.00%+512NEW
414CHYMCHIME FINL INC$335K0.00%+13,190NEW
415MCMOELIS & CO$333K0.00%+4,153NEW
416AUPHAURINIA PHARMACEUTICALS INC$325K0.00%+15,958NEW
417MPWRMONOLITHIC PWR SYS INC$321K0.00%+320NEW
418FOXFOX CORP$290K0.00%+4,907NEW
419SIGSIGNET JEWELERS LIMITED$278K0.00%HELD
420AMNAMN HEALTHCARE SVCS INC$270K0.00%+9,872NEW
421SRESEMPRA$268K0.00%3,336−54.6%
422LUMNLUMEN TECHNOLOGIES INC$265K0.00%+28,459NEW
423BWABORGWARNER INC$261K0.00%15,035−81.5%
424BIIBBIOGEN INC$255K0.00%+1,360NEW
425PUMPPROPETRO HLDG CORP$251K0.00%+11,736NEW
426ADPTADAPTIVE BIOTECHNOLOGIES COR$250K0.00%+5,029+60.4%
427VSNTVERSANT MEDIA GROUP INC$250K0.00%+4,815NEW
428PINSPINTEREST INC$247K0.00%+13,712NEW
429WWDWOODWARD INC$244K0.00%+490NEW
430FOXAFOX CORP$243K0.00%+4,516NEW
431EATBRINKER INTL INC$242K0.00%+186+18.1%
432PCRXPACIRA BIOSCIENCES INC$223K0.00%+6,574NEW
433JKHYHENRY JACK & ASSOC INC$210K0.00%+1,342NEW
434MDLZMONDELEZ INTL INC$206K0.00%+3,542NEW
435AXSAXIS CAP HLDGS LTD$201K0.00%+1,371NEW
436BRK/BBERKSHIRE HATHAWAY INC DEL69,287EXITED
437UHSUNIVERSAL HLTH SVCS INC108,776EXITED
438TROWPRICE T ROWE GROUP INC234,795EXITED
439SSNCSS&C TECHNOLOGIES HLDGS INC267,781EXITED
440CTSHCOGNIZANT TECHNOLOGY SOLUTIO272,522EXITED
441PCGPG&E CORP1,284,626EXITED
442CMCSACOMCAST CORP NEW$23.822.10%478,135EXITED
443HO1HOLOGIC INC165,362EXITED
444MTBM & T BK CORP56,885EXITED
445FLEXFLEX LTD184,300EXITED
446ABNBAIRBNB INC64,608EXITED
447TRVTRAVELERS COMPANIES INC28,912EXITED
448BDXBECTON DICKINSON & CO40,042EXITED
449CHKPCHECK POINT SOFTWARE TECH LT41,270EXITED
450PRUPRUDENTIAL FINL INC50,256EXITED
451ZBHZIMMER BIOMET HOLDINGS INC53,982EXITED
452NTNXNUTANIX INC89,686EXITED
453RBLXROBLOX CORP50,810EXITED
454WSMWILLIAMS SONOMA INC21,784EXITED
455PANWPALO ALTO NETWORKS INC15,463EXITED
456WIXWIX COM LTD24,992EXITED
457CRDOCREDO TECHNOLOGY GROUP HOLDI16,600EXITED
458CFCF INDS HLDGS INC30,649EXITED
459SPGSIMON PPTY GROUP INC NEW11,947EXITED
460FCNCAFIRST CTZNS BANCSHARES INC D924EXITED
461ACIALBERTSONS COS INC64,500EXITED
462ZGZILLOW GROUP INC22,345EXITED
463CMECME GROUP INC4,283EXITED
464ALKSALKERMES PLC26,520EXITED
465VRSKVERISK ANALYTICS INC4,783EXITED
466BBYBEST BUY INC14,413EXITED
467BTSGBRIGHTSPRING HEALTH SVCS INC17,323EXITED
468DASHDOORDASH INC3,941EXITED
469CRHCRH PLC7,028EXITED
470CTVACORTEVA INC12,865EXITED
471RPRXROYALTY PHARMA PLC22,057EXITED
472NVRNVR INC110EXITED
473MTCHMATCH GROUP INC NEW16,296EXITED
474AZOAUTOZONE INC230EXITED
475NKENIKE INC11,622EXITED
476THCTENET HEALTHCARE CORP2,300EXITED
477HPQHP INC29,068EXITED
478ZDZIFF DAVIS INC12,139EXITED
479PHRPHREESIA INC23,846EXITED
480IVZINVESCO LTD15,136EXITED
481QRVOQORVO INC4,392EXITED
482AKAMAKAMAI TECHNOLOGIES INC4,066EXITED
483ALITALIGHT INC172,072EXITED
484WTRGESSENTIAL UTILS INC12,457EXITED
485ROKUROKU INC2,875EXITED
486CUSHMAN WAKEFIELD PLC18,807EXITED
487PRIMPRIMORIS SVCS CORP2,479EXITED
488MEDPMEDPACE HLDGS INC534EXITED
489WAYWAYSTAR HLDG CORP9,202EXITED
490FDXFEDEX CORP1,513EXITED
491PTCPTC INC2,436EXITED
492WSTWEST PHARMACEUTICAL SVSC INC1,538EXITED
493AFRMAFFIRM HLDGS INC5,247EXITED
494MASMASCO CORP6,105EXITED
495CRLCHARLES RIV LABS INTL INC1,132EXITED
496HLHECLA MNG CO11,677EXITED
497MOSMOSAIC CO NEW9,289EXITED
498KSSKOHLS CORP10,614EXITED
499PTONPELOTON INTERACTIVE INC34,639EXITED
500TOSTTOAST INC8,132EXITED

Source: SEC EDGAR · accession 0001754960-26-000383. 13F discloses long positions only — shorts, foreign equities, and options are excluded.