Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$569.8M7.06%HELD
2AAPLAPPLE INC$333.43-1.41%65.41%124.96%$512.9M6.36%HELD
3MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$355.3M4.40%HELD
4AMZNAMAZON COM INC$235.503.90%9.66%35.70%$271.0M3.36%HELD
5GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$224.4M2.78%HELD
6AVGOBROADCOM INC$387.844.73%34.78%753.17%$187.8M2.33%HELD
7GOOGALPHABET INC$333.68-0.62%77.27%132.86%$185.0M2.29%HELD
8METAMETA PLATFORMS INC$539.03-7.95%-27.89%43.33%$166.9M2.07%HELD
9JPMJPMORGAN CHASE & CO$350.851.78%21.40%144.23%$109.5M1.36%HELD
10TSLATESLA INC$308.853.53%2.06%25.94%$103.9M1.29%HELD
11CLCOLGATE PALMOLIVE CO$91.60-2.02%14.75%35.12%$101.7M1.26%HELD
12LLYELI LILLY & CO$1154.97-4.55%54.61%373.33%$96.5M1.20%HELD
13MSCIMSCI INC$575.74-1.23%4.45%-4.53%$81.4M1.01%HELD
14TPRTAPESTRY INC$152.581.65%43.02%323.83%$75.5M0.94%HELD
15VVISA INC$366.27-0.67%8.37%65.12%$74.7M0.93%HELD
16MAMASTERCARD INCORPORATED$577.352.49%3.76%71.76%$73.1M0.91%HELD
17WMTWALMART INC$111.10-2.73%13.75%139.00%$68.9M0.85%HELD
18DVNDEVON ENERGY CORP NEW$44.17-0.65%40.97%91.42%$68.5M0.85%HELD
19JBLJABIL INC$308.527.45%31.55%371.68%$64.2M0.80%HELD
20EXPEEXPEDIA GROUP INC$292.93-3.73%72.23%113.18%$60.3M0.75%HELD
21CBOECBOE GLOBAL MKTS INC$296.52-3.67%20.21%148.85%$58.5M0.73%HELD
22ABBVABBVIE INC$257.41-2.24%36.96%157.96%$58.1M0.72%HELD
23BMYBRISTOL-MYERS SQUIBB CO$64.862.79%49.51%15.83%$57.7M0.71%HELD
24NFLXNETFLIX INC.$73.17-0.62%-36.85%28.55%$57.0M0.71%HELD
25ADSKAUTODESK INC$234.97-4.19%-20.89%-24.23%$56.6M0.70%HELD
26JNJJOHNSON & JOHNSON$255.82-3.66%56.99%69.37%$56.0M0.69%HELD
27NTAPNETAPP INC$173.980.43%75.10%119.21%$54.9M0.68%HELD
28COSTCOSTCO WHOLESALE CORPORATION$954.17-2.04%0.49%120.47%$52.2M0.65%HELD
29MUMICRON TECHNOLOGY INC$874.6618.36%662.58%1011.70%$51.1M0.63%HELD
30NTRSNORTHERN TR CORP$182.512.74%46.38%78.20%$50.9M0.63%HELD
31BKNGBOOKING HOLDINGS INC$193.24-4.00%$49.5M0.61%HELD
32PODDINSULET CORP$165.68-2.90%$48.5M0.60%HELD
33XOMEXXON MOBIL CORP$156.970.14%$47.8M0.59%HELD
34BACBANK AMERICA CORP$61.731.08%$47.4M0.59%HELD
35FTNTFORTINET INC$154.250.67%$47.4M0.59%HELD
36CCL1EURCARNIVAL CORP$46.1M0.57%HELD
37ADBEADOBE INC$247.90-5.90%$45.8M0.57%HELD
38HWMHOWMET AEROSPACE INC$277.281.65%$45.7M0.57%HELD
39GMGENERAL MTRS CO$88.40-1.12%$44.6M0.55%HELD
40GDDYGODADDY INC$99.33-5.49%$42.5M0.53%HELD
41ITWILLINOIS TOOL WKS INC$283.70-2.99%$41.9M0.52%HELD
42EMEEMCOR GROUP INC$802.3719.32%$41.2M0.51%HELD
43UTHRUNITED THERAPEUTICS CORP DEL$525.820.21%$40.4M0.50%HELD
44CFGCITIZENS FINL GROUP INC$71.730.59%$40.2M0.50%HELD
45GEGE AEROSPACE$355.041.26%$39.7M0.49%HELD
46BRBROADRIDGE FINL SOLUTIONS IN$154.77-2.78%$39.5M0.49%HELD
47PEPPEPSICO INC$140.20-2.30%$39.4M0.49%HELD
48AMDADVANCED MICRO DEVICES INC$485.3913.00%$38.0M0.47%HELD
49GPNGLOBAL PMTS INC$86.84-1.62%$37.8M0.47%HELD
50EOGEOG RES INC$145.51-0.29%$37.7M0.47%HELD
51NEMNEWMONT CORP$95.764.84%$37.5M0.47%HELD
52BRK/ABERKSHIRE HATHAWAY INC DEL$37.2M0.46%HELD
53VRSNVERISIGN INC$286.58-1.49%$36.6M0.45%HELD
54ATSATS CORPORATION$26.791.09%$36.5M0.45%HELD
55LRCXLAM RESEARCH CORP$297.7217.98%$36.4M0.45%HELD
56NDAQNASDAQ INC$95.16-0.41%$36.3M0.45%HELD
57PINNACLE FINL PARTNERS INC$35.7M0.44%HELD
58KOCOCA COLA CO$88.49-0.66%$35.6M0.44%HELD
59MRVLMARVELL TECHNOLOGY INC$183.3012.18%$35.6M0.44%HELD
60TWTRADEWEB MKTS INC$97.80-9.60%$35.5M0.44%HELD
61NIUNIU TECHNOLOGIES$2.591.57%$35.4M0.44%HELD
62QCOMQUALCOMM INC$151.60-2.62%$35.1M0.44%HELD
63VRTVERTIV HOLDINGS CO$227.502.00%$35.0M0.43%HELD
64MTDMETTLER TOLEDO INTERNATIONAL$1380.61-0.56%$34.6M0.43%HELD
65AMATAPPLIED MATLS INC$501.7714.97%$34.2M0.42%HELD
66WMT2WELLS FARGO & CO$34.2M0.42%HELD
67DECKDECKERS OUTDOOR CORP$99.69-3.72%$33.5M0.41%HELD
68VZVERIZON COMMUNICATIONS INC$46.11-2.35%$33.3M0.41%HELD
69FTVFORTIVE CORP$58.48-1.78%$33.2M0.41%HELD
70CCITIGROUP INC$132.324.08%$32.9M0.41%HELD
71EDCONSOLIDATED EDISON INC$109.66-2.31%$32.9M0.41%HELD
72GSGOLDMAN SACHS GROUP INC$1024.864.50%$32.4M0.40%HELD
73AIGAMERICAN INTL GROUP INC$78.89-1.63%$31.6M0.39%HELD
74TAT&T INC$23.21-3.05%$31.1M0.39%HELD
75TERTERADYNE INC$365.4914.43%$30.3M0.38%HELD
76MRKMERCK & CO INC$129.79-0.44%$30.3M0.38%HELD
77TFCTRUIST FINL CORP$52.01-0.57%$29.8M0.37%HELD
78ZNGAZOOM COMMUNICATIONS INC$29.1M0.36%HELD
79KLACKLA CORP$180.335.96%$28.9M0.36%HELD
80GEVGE VERNOVA INC$981.989.07%$28.7M0.36%HELD
81EBAYEBAY INC.$113.52-1.54%$28.2M0.35%HELD
82CBRECBRE GROUP INC$149.461.14%$28.2M0.35%HELD
83INCYINCYTE CORP$122.99-3.23%$27.1M0.34%HELD
84AERAERCAP HOLDINGS NV$152.872.85%$27.0M0.33%HELD
85TJXTJX COS INC NEW$159.26-1.47%$26.8M0.33%HELD
86LINLINDE PLC$508.64-0.49%$25.5M0.32%HELD
87AMGNAMGEN INC$387.640.00%$25.1M0.31%HELD
88HUBSHUBSPOT INC$233.10-7.18%$24.8M0.31%HELD
89TWLOTWILIO INC$190.941.43%$24.0M0.30%HELD
90PLTRPALANTIR TECHNOLOGIES INC$122.26-0.60%$23.7M0.29%HELD
91GILDGILEAD SCIENCES INC$131.28-1.09%$23.6M0.29%HELD
92ACMAECOM$71.76-2.46%$23.6M0.29%HELD
93CRMSALESFORCE INC$180.71-4.07%$22.9M0.28%HELD
94ROSTROSS STORES INC$252.570.24%$22.7M0.28%HELD
95CMCSACOMCAST CORP NEW$23.67-3.82%$21.5M0.27%HELD
96MPCMARATHON PETE CORP$314.081.74%$21.4M0.27%HELD
97MSMORGAN STANLEY$210.063.41%$21.0M0.26%HELD
98FLNGFLEX LNG LTD$31.10-0.54%$20.5M0.25%HELD
99MCOMOODYS CORP$482.26-0.20%$20.4M0.25%HELD
100TMOTHERMO FISHER SCIENTIFIC INC$576.770.05%$19.9M0.25%HELD
101TELTE CONNECTIVITY PLC$206.58-0.18%$19.4M0.24%HELD
102FISFIDELITY NATL INFORMATION SV$19.4M0.24%HELD
103SPGIS&P GLOBAL INC$19.0M0.24%HELD
104ABTABBOTT LABORATORIES$18.9M0.23%HELD
105SCHWSCHWAB CHARLES CORP$18.8M0.23%HELD
106CSCOCISCO SYS INC$18.5M0.23%HELD
107UBERUBER TECHNOLOGIES INC$18.4M0.23%HELD
108VICIVICI PPTYS INC$18.0M0.22%HELD
109NEENEXTERA ENERGY INC$17.9M0.22%HELD
110UNHUNITEDHEALTH GROUP INC$17.8M0.22%HELD
111PHPARKER-HANNIFIN CORP$17.6M0.22%HELD
112GENGEN DIGITAL INC$17.6M0.22%HELD
113MDTMEDTRONIC PLC$17.5M0.22%HELD
114IDXXIDEXX LABS INC$17.4M0.22%HELD
115MCKMCKESSON CORP$17.3M0.21%HELD
116ISRGINTUITIVE SURGICAL INC$17.1M0.21%HELD
117SYKSTRYKER CORPORATION$16.5M0.20%HELD
118PLDPROLOGIS INC.$16.3M0.20%HELD
119PNCPNC FINL SVCS GROUP INC$16.0M0.20%HELD
120MNSTMONSTER BEVERAGE CORP NEW$15.9M0.20%HELD
121ADIANALOG DEVICES INC$15.5M0.19%HELD
122AMPAMERIPRISE FINL INC$15.5M0.19%HELD
123PGPROCTER & GAMBLE CO$15.3M0.19%HELD
124HBANHUNTINGTON BANCSHARES INC$15.1M0.19%HELD
125CBCHUBB LTD SWITZ$14.9M0.18%HELD
126BSXBOSTON SCIENTIFIC CORP$14.9M0.18%HELD
127INTUINTUIT$14.7M0.18%HELD
128ETNEATON CORP PLC$14.7M0.18%HELD
129BKRBAKER HUGHES COMPANY$14.6M0.18%HELD
130ALLALLSTATE CORP$14.5M0.18%HELD
131KMRKK-TECH SOLUTIONS CO LTD$14.5M0.18%HELD
132WDCWESTERN DIGITAL CORP$14.1M0.18%HELD
133EAELECTRONIC ARTS INC$14.1M0.18%HELD
134STXSEAGATE TECHNOLOGY HLDNGS PL$14.1M0.17%HELD
135MRSHMARSH & MCLENNAN COS INC$14.1M0.17%HELD
136RTXRTX CORPORATION$14.0M0.17%HELD
137UNPUNION PAC CORP$13.8M0.17%HELD
138AMTAMERICAN TOWER CORP$13.6M0.17%HELD
139EQIXEQUINIX INC$13.3M0.17%HELD
140KMIKINDER MORGAN INC DEL$13.2M0.16%HELD
141APHAMPHENOL CORP$13.2M0.16%HELD
142ICEINTERCONTINENTAL EXCHANGE IN$13.2M0.16%HELD
143TMUST-MOBILE US INC$13.1M0.16%HELD
144CATCATERPILLAR INC$13.1M0.16%HELD
145NOWSERVICENOW INC$12.9M0.16%HELD
146ACGLARCH CAP GROUP LTD$12.9M0.16%HELD
147ANETARISTA NETWORKS INC$12.9M0.16%HELD
148DUKDUKE ENERGY CORP NEW$12.7M0.16%HELD
149CVSCVS HEALTH CORP$12.6M0.16%HELD
150HCAHCA HEALTHCARE INC$12.6M0.16%HELD
151CORCENCORA INC$12.5M0.15%HELD
152COFCAPITAL ONE FINL CORP$12.2M0.15%HELD
153DTEDTE ENERGY CO$12.1M0.15%HELD
154LNGCHENIERE ENERGY INC$12.0M0.15%HELD
155BKBANK NEW YORK MELLON CORP$12.0M0.15%HELD
156FIXCOMFORT SYS USA INC$11.9M0.15%HELD
157EXCEXELON CORP$11.9M0.15%HELD
158PFEPFIZER INC$11.9M0.15%HELD
159IQVIQVIA HLDGS INC$11.7M0.15%HELD
160FCXFREEPORT MCMORAN INC$11.7M0.14%HELD
161METMETLIFE INC$11.7M0.14%HELD
162ACNACCENTURE PLC IRELAND$11.6M0.14%HELD
163DISDISNEY WALT CO$11.6M0.14%HELD
164ALNYALNYLAM PHARMACEUTICALS INC$11.6M0.14%HELD
165GWWWW GRAINGER INC$11.4M0.14%HELD
166REGNREGENERON PHARMACEUTICALS$11.1M0.14%HELD
167CAHCARDINAL HEALTH INC$11.1M0.14%HELD
168ROKROCKWELL AUTOMATION INC$11.0M0.14%HELD
169ZBRAZEBRA TECHNOLOGIES CORPORATI$10.9M0.13%HELD
170TEAMATLASSIAN CORPORATION$10.6M0.13%HELD
171MDBMONGODB INC$10.5M0.13%HELD
172TRGPTARGA RES CORP$10.5M0.13%HELD
173SOSOUTHERN CO$10.4M0.13%HELD
174VLOVALERO ENERGY CORP$10.2M0.13%HELD
175ORCLORACLE CORP$10.1M0.13%HELD
176APPAPPLOVIN CORP$9.8M0.12%HELD
177MOALTRIA GROUP INC$9.7M0.12%HELD
178NBIXNEUROCRINE BIOSCIENCES INC$9.7M0.12%HELD
179PEVERPURE INC$9.6M0.12%HELD
180PMPHILIP MORRIS INTL INC$9.5M0.12%HELD
181DGDOLLAR GEN CORP$9.5M0.12%HELD
182PGRPROGRESSIVE CORP$9.4M0.12%HELD
183CITHE CIGNA GROUP$9.3M0.11%HELD
184DPZDOMINOS PIZZA INC$9.2M0.11%HELD
185VLTOVERALTO CORP$9.2M0.11%HELD
186KRKROGER CO$8.9M0.11%HELD
187AONAON PLC$8.7M0.11%HELD
188HALHALLIBURTON CO$8.7M0.11%HELD
189UHTUNIVERSAL HEALTH RLTY INCOME$8.6M0.11%HELD
190CEGCONSTELLATION ENERGY CORP$8.5M0.11%HELD
191BLKBLACKROCK INC$8.5M0.11%HELD
192HEI/AHEICO CORP NEW$8.3M0.10%HELD
193TXTTEXTRON INC$7.9M0.10%HELD
194MELIMERCADOLIBRE INC$7.9M0.10%HELD
195CTASCINTAS CORP$7.9M0.10%HELD
196SESEA LTD$7.5M0.09%HELD
197RJFRAYMOND JAMES FINL INC$7.5M0.09%HELD
198OKTAOKTA INC$7.4M0.09%HELD
199SLBSLB LIMITED$7.4M0.09%HELD
200VEEVVEEVA SYS INC$7.2M0.09%HELD
201RCLROYAL CARIBBEAN GROUP$7.2M0.09%HELD
202TSNTYSON FOODS INC$7.1M0.09%HELD
203SYFSYNCHRONY FINANCIAL$7.0M0.09%HELD
204HEIHEICO CORP NEW$6.8M0.08%HELD
205PEGPUBLIC SVC ENTERPRISE GROUP$6.4M0.08%HELD
206HLTHILTON WORLDWIDE HLDGS INC$6.4M0.08%HELD
207CWCURTISS WRIGHT CORP$6.3M0.08%HELD
208TXNTEXAS INSTRS INC$6.3M0.08%HELD
209COPCONOCOPHILLIPS$5.8M0.07%HELD
210CIENCIENA CORP$5.7M0.07%HELD
211TDGTRANSDIGM GROUP INC$5.7M0.07%HELD
212TTTRANE TECHNOLOGIES PLC$5.6M0.07%HELD
213EIXEDISON INTL$5.6M0.07%HELD
214DHRDANAHER CORP DEL$5.6M0.07%HELD
215OKEONEOK INC NEW$5.4M0.07%HELD
216SPOTSPOTIFY TECHNOLOGY S A$5.3M0.07%HELD
217AMEAMETEK INC$5.2M0.06%HELD
218OTISOTIS WORLDWIDE CORP$5.1M0.06%HELD
219HDHOME DEPOT INC$5.1M0.06%HELD
220MMM3M CO$4.8M0.06%HELD
221SYYSYSCO CORP$4.7M0.06%HELD
222RSGREPUBLIC SVCS INC$4.6M0.06%HELD
223IBKRINTERACTIVE BROKERS GROUP IN$4.5M0.06%HELD
224FICOFAIR ISAAC CORP$4.4M0.05%HELD
225SOLVSOLVENTUM CORP$4.3M0.05%HELD
226PSAPUBLIC STORAGE OPER CO$4.3M0.05%HELD
227RMDRESMED INC$4.2M0.05%HELD
228VRTXVERTEX PHARMACEUTICALS INC$4.2M0.05%HELD
229EXEEXPAND ENERGY CORPORATION$4.1M0.05%HELD
230NRGNRG ENERGY INC$4.1M0.05%HELD
231INTCINTEL CORP$4.0M0.05%HELD
232QQNITY ELECTRONICS INC$3.9M0.05%HELD
233BSVNBANK7 CORP$3.7M0.05%HELD
234PPLPPL CORP$3.6M0.05%HELD
235USBUS BANCORP$3.6M0.04%HELD
236SBACSBA COMMUNICATIONS CORP$3.6M0.04%HELD
237SNOWSNOWFLAKE INC$3.5M0.04%HELD
238VSTVISTRA CORP$3.4M0.04%HELD
239ITGARTNER INC$3.4M0.04%HELD
240STTSTATE STR CORP$3.4M0.04%HELD
241COHRCOHERENT CORP$3.3M0.04%HELD
242NOCNORTHROP GRUMMAN CORP$3.3M0.04%HELD
243ALABASTERA LABS INC$3.3M0.04%HELD
244VIPSVIPSHOP HLDGS LTD$3.3M0.04%HELD
245TDYTELEDYNE TECHNOLOGIES INC$3.2M0.04%HELD
246OVVOVINTIV INC$3.2M0.04%HELD
247IBMINTERNATIONAL BUSINESS MACHS$3.1M0.04%HELD
248ESEVERSOURCE ENERGY$3.1M0.04%HELD
249EXELEXELIXIS INC$3.0M0.04%HELD
250JAZZJAZZ PHARMACEUTICALS PLC$3.0M0.04%HELD
251HALOHALOZYME THERAPEUTICS INC$2.9M0.04%HELD
252DOCUDOCUSIGN INC$2.9M0.04%HELD
253ALLYALLY FINL INC$2.9M0.04%HELD
254ULTAULTA BEAUTY INC$2.9M0.04%HELD
255RNGRINGCENTRAL INC$2.7M0.03%HELD
256ILMNILLUMINA INC$2.7M0.03%HELD
257WMWASTE MGMT INC DEL$2.7M0.03%HELD
258UALUNITED AIRLS HLDGS INC$2.7M0.03%HELD
259LMTLOCKHEED MARTIN CORP$2.7M0.03%HELD
260UPSUNITED PARCEL SVCS INC$2.7M0.03%HELD
261DLRDIGITAL RLTY TR INC$2.6M0.03%HELD
262ECLECOLAB INC$2.6M0.03%HELD
263CMSCMS ENERGY CORP$2.5M0.03%HELD
264BXBLACKSTONE INC$2.4M0.03%HELD
265EQTEQT CORP$2.4M0.03%HELD
266JLLJONES LANG LASALLE INC$2.3M0.03%HELD
267BOXBOX INC$2.3M0.03%HELD
268EXPDEXPEDITORS INTL WASH INC$2.3M0.03%HELD
269HIGHARTFORD INSURANCE GROUP INC$2.3M0.03%HELD
270LNCLINCOLN NATL CORP IND$2.2M0.03%HELD
271TDCTERADATA CORP DEL$2.2M0.03%HELD
272NXPINXP SEMICONDUCTORS N V$2.2M0.03%HELD
273MMACYS INC$2.2M0.03%HELD
274FISVFISERV INC$2.2M0.03%HELD
275PEGAPEGASYSTEMS INC$2.2M0.03%HELD
276KEYKEYCORP$2.2M0.03%HELD
277NUNU HLDGS LTD$2.1M0.03%HELD
278ENTGENTEGRIS INC$2.1M0.03%HELD
279ALBALBEMARLE CORP$2.1M0.03%HELD
280JXNJACKSON FINANCIAL INC$2.1M0.03%HELD
281CCICROWN CASTLE INC$2.0M0.03%HELD
282MKLMARKEL GROUP INC$2.0M0.03%HELD
283LUVSOUTHWEST AIRLS CO$2.0M0.03%HELD
284SWKSSKYWORKS SOLUTIONS INC$2.0M0.02%HELD
285DXCMDEXCOM INC$2.0M0.02%HELD
286VIRTVIRTU FINL INC$1.9M0.02%HELD
287BFHBREAD FINANCIAL HOLDINGS INC$1.9M0.02%HELD
288GTMZOOMINFO TECHNOLOGIES INC$1.9M0.02%HELD
289KMBKIMBERLY-CLARK CORP$1.9M0.02%HELD
290LDOSLEIDOS HOLDINGS INC$1.8M0.02%HELD
291TGTTARGET CORP$1.8M0.02%HELD
292ASNDUSDASCENDIS PHARMA A/S$1.8M0.02%HELD
293AXPAMERICAN EXPRESS CO$1.8M0.02%HELD
294JJACOBS SOLUTIONS INC$1.8M0.02%HELD
295AEOAMERICAN EAGLE OUTFITTERS IN$1.7M0.02%HELD
296BMRNBIOMARIN PHARMACEUTICAL INC$1.7M0.02%HELD
297RDDTREDDIT INC$1.7M0.02%HELD
298GGGGRACO INC$1.7M0.02%HELD
299GLPIGAMING & LEISURE P$1.7M0.02%HELD
300KEYSKEYSIGHT TECHNOLOGIES INC$1.7M0.02%HELD
301AREALEXANDRIA REAL ESTATE EQ IN$1.7M0.02%HELD
302AEEAMEREN CORP$1.7M0.02%HELD
303STESTERIS PLC$1.7M0.02%HELD
304GAPGAP INC$1.7M0.02%HELD
305NXTTNEXT TECHNOLOGY HOLDING INC$1.7M0.02%HELD
306NVTNVENT ELEC PLC$1.7M0.02%HELD
307APAAPA CORPORATION$1.7M0.02%HELD
308PNRPENTAIR PLC$1.7M0.02%HELD
309JBHTHUNT J B TRANS SVCS INC$1.6M0.02%HELD
310LHXL3HARRIS TECHNOLOGIES INC$1.5M0.02%HELD
311WELLWELLTOWER INC$1.5M0.02%HELD
312CHTRCHARTER COMMUNICATIONS INC$1.4M0.02%HELD
313GDGENERAL DYNAMICS CORP$1.4M0.02%HELD
314DBXDROPBOX INC$1.3M0.02%HELD
315BURLBURLINGTON STORES INC$1.3M0.02%HELD
316CMICUMMINS INC$1.3M0.02%HELD
317ACUACME UTD CORP$1.3M0.02%HELD
318SNDKSANDISK CORP$1.2M0.02%HELD
319VTRSVIATRIS INC$1.2M0.02%HELD
320CARGCARGURUS INC$1.2M0.01%HELD
321MCDMCDONALDS CORP$1.2M0.01%HELD
322CVXCHEVRON CORPORATION$1.2M0.01%HELD
323JCIJOHNSON CONTROLS INTERNATION$1.2M0.01%HELD
324FIVNFIVE9 INC$1.2M0.01%HELD
325DELLDELL TECHNOLOGIES INC$1.2M0.01%HELD
326JEFJEFFERIES FINANCIAL GROUP IN$1.2M0.01%HELD
327FERGFERGUSON ENTERPRISES INC$1.1M0.01%HELD
328GRABGRAB HOLDINGS LIMITED$1.1M0.01%HELD
329WATWATERS CORP$1.1M0.01%HELD
330CNXCCONCENTRIX CORP$1.1M0.01%HELD
331ATIATI INC$1.1M0.01%HELD
332YELPYELP INC$1.1M0.01%HELD
333ORLYOREILLY AUTOMOTIVE INC$1.1M0.01%HELD
334HUBBHUBBELL INC$1.1M0.01%HELD
335TMETENCENT MUSIC ENTMT GROUP$1.1M0.01%HELD
336CRUSCIRRUS LOGIC INC$1.1M0.01%HELD
337CDNSCADENCE DESIGN SYSTEM INC$1.0M0.01%HELD
338HASHASBRO INC$1.0M0.01%HELD
339DTDYNATRACE INC$1.0M0.01%HELD
340TRMBTRIMBLE INC$1000K0.01%HELD
341ANFABERCROMBIE & FITCH CO$988K0.01%HELD
342SUISUN CMNTYS INC$947K0.01%HELD
343RIGTRANSOCEAN LTD$912K0.01%HELD
344TRUTRANSUNION$903K0.01%HELD
345EVRGEVERGY INC$896K0.01%HELD
346WMBWILLIAMS COS INC$886K0.01%HELD
347FGIFGI INDUSTRIES LTD$880K0.01%HELD
348PYPLPAYPAL HLDGS INC$879K0.01%HELD
349ZYMEZYMEWORKS INC$851K0.01%HELD
350FTAIFTAI AVIATION LTD$851K0.01%HELD
351BLKBBLACKBAUD INC$847K0.01%HELD
352VSCOVICTORIAS SECRET AND CO$827K0.01%HELD
353KDPKEURIG DR PEPPER INC$819K0.01%HELD
354AAALCOA CORP$808K0.01%HELD
355CRTOCRITEO S A$800K0.01%HELD
356TAP.AMOLSON COORS BEVERAGE CO$798K0.01%HELD
357AGOASSURED GUARANTY LTD$782K0.01%HELD
358ENOVENOVIS CORPORATION$771K0.01%HELD
359RRYDER SYS INC$767K0.01%HELD
360UCTTULTRA CLEAN HLDGS INC$755K0.01%HELD
361AAGILENT TECHNOLOGIES INC$742K0.01%HELD
362DGXQUEST DIAGNOSTICS INC$740K0.01%HELD
363LYFTLYFT INC$739K0.01%HELD
364KIMKIMCO REALTY CORP$730K0.01%HELD
365HRHEALTHCARE RLTY TR$729K0.01%HELD
366EWEDWARDS LIFESCIENCES CORP$718K0.01%HELD
367CWKCUSHMAN AND WAKEFIELD LTD$697K0.01%HELD
368GLWCORNING INC$696K0.01%HELD
369COLLCOLLEGIUM PHARMACEUTICAL INC$693K0.01%HELD
370HOODROBINHOOD MKTS INC$642K0.01%HELD
371DOVDOVER CORP$629K0.01%HELD
372VLYVALLEY NATL BANCORP$623K0.01%HELD
373TVTXTRAVERE THERAPEUTICS INC$621K0.01%HELD
374HONHONEYWELL INTL INC$618K0.01%HELD
375CHRWC H ROBINSON WORLDWIDE IN$602K0.01%HELD
376PENGPENGUIN SOLUTIONS INC$598K0.01%HELD
377EXTREXTREME NETWORKS INC$588K0.01%HELD
378BCRXBIOCRYST PHARMACEUTICALS INC$556K0.01%HELD
379MSIMOTOROLA SOLUTIONS INC$556K0.01%HELD
380AESAES CORP$539K0.01%HELD
381MIAXMIAMI INTL HLDGS INC$536K0.01%HELD
382SHWSHERWIN WILLIAMS CO$527K0.01%HELD
383GRFSGRIFOLS S A$522K0.01%HELD
384QUREQUANTA SVCS INC$501K0.01%HELD
385AWKAMERICAN WTR WKS CO INC NEW$500K0.01%HELD
386PRGSPROGRESS SOFTWARE CORP$498K0.01%HELD
387CALYCALLAWAY GOLF CO$496K0.01%HELD
388LULULULULEMON ATHLETICA INC$494K0.01%HELD
389CRWDCROWDSTRIKE HLDGS INC$466K0.01%HELD
390XYLXYLEM INC$464K0.01%HELD
391ONON SEMICONDUCTOR CORP$462K0.01%HELD
392MYRGMYR GROUP INC$460K0.01%HELD
393SDASEALED AIR CORP NEW$456K0.01%HELD
394WDAYWORKDAY INC$449K0.01%HELD
395AALAMERICAN AIRLINES GROUP INC$447K0.01%HELD
396FLGFLAGSTAR BANK NATIONAL ASSOC$432K0.01%HELD
397LLOEWS CORP$427K0.01%HELD
398KKRKKR & CO INC$426K0.01%HELD
399DDDUPONT DE NEMOURS INC$420K0.01%HELD
400ETSYETSY INC$405K0.01%HELD
401REALTHE REALREAL INC$384K0.00%HELD
402CELHCELSIUS HLDGS INC$377K0.00%HELD
403TENBTENABLE HLDGS INC$376K0.00%HELD
404ANIPANI PHARMACEUTICALS INC$362K0.00%HELD
405ANABANAPTYSBIO INC$354K0.00%HELD
406DXCDXC TECHNOLOGY CO$349K0.00%HELD
407LEALEAR CORP$349K0.00%HELD
408TDOCTELADOC HEALTH INC$345K0.00%HELD
409RFREGIONS FINANCIAL CORP NEW$345K0.00%HELD
410DDOGDATADOG INC$343K0.00%HELD
411CDWCDW CORP$342K0.00%HELD
412BALLBALL CORP$337K0.00%HELD
413LITELUMENTUM HLDGS INC$335K0.00%HELD
414CHYMCHIME FINL INC$335K0.00%HELD
415MCMOELIS & CO$333K0.00%HELD
416AUPHAURINIA PHARMACEUTICALS INC$325K0.00%HELD
417MPWRMONOLITHIC PWR SYS INC$321K0.00%HELD
418FOXFOX CORP$290K0.00%HELD
419SIGSIGNET JEWELERS LIMITED$278K0.00%HELD
420AMNAMN HEALTHCARE SVCS INC$270K0.00%HELD
421SRESEMPRA$268K0.00%HELD
422LUMNLUMEN TECHNOLOGIES INC$265K0.00%HELD
423BWABORGWARNER INC$261K0.00%HELD
424BIIBBIOGEN INC$255K0.00%HELD
425PUMPPROPETRO HLDG CORP$251K0.00%HELD
426ADPTADAPTIVE BIOTECHNOLOGIES COR$250K0.00%HELD
427VSNTVERSANT MEDIA GROUP INC$250K0.00%HELD
428PINSPINTEREST INC$247K0.00%HELD
429WWDWOODWARD INC$244K0.00%HELD
430FOXAFOX CORP$243K0.00%HELD
431EATBRINKER INTL INC$242K0.00%HELD
432PCRXPACIRA BIOSCIENCES INC$223K0.00%HELD
433JKHYHENRY JACK & ASSOC INC$210K0.00%HELD
434MDLZMONDELEZ INTL INC$206K0.00%HELD
435AXSAXIS CAP HLDGS LTD$201K0.00%HELD

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