MondegarAI
OSSIAM

Q4 2025 · 13F-HR

OSSIAMholdings as filed

Filed 2026-02-13 · accession 0001104659-26-015184

$5.01B
Reported value
388
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · OSSIAM · Q4 2025

AI · grounded in 13F

OSSIAM closed its position in Intel Corp INTC, reducing its holdings by $278.4M. The fund also exited positions in Microsoft Corp MSFT for $258.9M and Strategy Inc MSTR for $79.7M. On the buy side, the fund increased its share count in Mastercard Incorporated MA by 685.7% and Oracle Corp ORCL by 677.3%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
007903107AMDADVANCED MICRO DEVICES INC$609.3M12.2%2,844,979CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$486.5M9.71%967,816CommonSOLE
88160R101TSLATESLA INC$466.5M9.32%1,037,376CommonSOLE
023135106AMZNAMAZON COM INC$292.4M5.84%1,266,900CommonSOLE
67066G104NVDANVIDIA CORPORATION$260.5M5.20%1,396,917CommonSOLE
037833100AAPLAPPLE INC$237.4M4.74%873,312CommonSOLE
00724F101ADBEADOBE INC$114.5M2.29%327,057CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$97.3M1.94%547,567CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$89.8M1.79%104,156CommonSOLE
02079K107GOOGALPHABET INC$69.4M1.39%221,307CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$68.1M1.36%1,165,704CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$67.4M1.35%313,499CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$63.4M1.27%135,336CommonSOLE
60937P106MDBMONGODB INC$63.4M1.27%151,101CommonSOLE
11135F101AVGOBROADCOM INC$60.6M1.21%175,014CommonSOLE
58733R102MELIMERCADOLIBRE INC$60.2M1.20%29,910CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$58.6M1.17%716,683CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$55.5M1.11%97,139CommonSOLE
34959E109FTNTFORTINET INC$54.9M1.10%691,803CommonSOLE
90384S303ULTAULTA BEAUTY INC$52.5M1.05%86,747CommonSOLE
052769106ADSKAUTODESK INC$51.8M1.03%175,050CommonSOLE
77543R102ROKUROKU INC$50.0M1.00%461,127CommonSOLE
30303M102METAMETA PLATFORMS INC$49.4M0.99%74,903CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$45.9M0.92%1,963,252CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$45.1M0.90%79,548CommonSOLE
25809K105DASHDOORDASH INC$44.3M0.88%195,574CommonSOLE
74736K101QRVOQORVO INC$39.1M0.78%462,763CommonSOLE
82509L107SHOPSHOPIFY INC$38.3M0.76%237,601CommonSOLE
02079K305GOOGLALPHABET INC$37.0M0.74%118,151CommonSOLE
038222105AMATAPPLIED MATLS INC$36.2M0.72%140,770CommonSOLE
68389X105ORCLORACLE CORP$35.1M0.70%180,246CommonSOLE
009066101ABNBAIRBNB INC$33.6M0.67%247,861CommonSOLE
049468101TEAMATLASSIAN CORPORATION$32.9M0.66%203,198CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32.8M0.66%37,364CommonSOLE
12504L109CBRECBRE GROUP INC$32.6M0.65%203,044CommonSOLE
29444U700EQIXEQUINIX INC$30.5M0.61%39,763CommonSOLE
64110L106NFLXNETFLIX INC$27.8M0.56%296,945CommonSOLE
03831W108APPAPPLOVIN CORP$26.4M0.53%39,186CommonSOLE
12653C108CNXCNX RES CORP$24.7M0.49%672,400CommonSOLE
N14506104ESTCELASTIC N V$23.2M0.46%307,750CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$22.9M0.46%94,505CommonSOLE
04626A103ALABASTERA LABS INC$22.8M0.45%136,841CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$22.4M0.45%143,264CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$20.1M0.40%1,018,589CommonSOLE
92826C839VVISA INC$18.3M0.37%52,225CommonSOLE
95040Q104WELLWELLTOWER INC$18.3M0.37%98,616CommonSOLE
81141R100SESEA LTD$16.5M0.33%129,574CommonSOLE
002824100ABTABBOTT LABS$15.5M0.31%123,412CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$15.3M0.31%47,428CommonSOLE
H5919C104ONONON HLDG AG$15.0M0.30%323,397CommonSOLE
23804L103DDOGDATADOG INC$14.1M0.28%103,386CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14.0M0.28%69,012CommonSOLE
00287Y109ABBVABBVIE INC$13.9M0.28%60,910CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$13.3M0.27%597,610CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.1M0.26%37,177CommonSOLE
80004C200SNDKSANDISK CORP$12.2M0.24%51,300CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$11.9M0.24%57,191CommonSOLE
26701L100BROSDUTCH BROS INC$11.8M0.24%193,367CommonSOLE
22160N109CSGPCOSTAR GROUP INC$11.7M0.23%173,867CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$11.3M0.23%14,690CommonSOLE
09062X103BIIBBIOGEN INC$11.0M0.22%62,263CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$10.8M0.22%431,779CommonSOLE
29357K103ENVAENOVA INTL INC$10.3M0.21%65,800CommonSOLE
D18190898DBDEUTSCHE BANK A G$9.8M0.19%250,871CommonSOLE
22266T109CPNGCOUPANG INC$9.7M0.19%410,658CommonSOLE
98138H101WDAYWORKDAY INC$9.0M0.18%42,061CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.8M0.18%15,566CommonSOLE
29786A106ETSYETSY INC$8.7M0.17%156,472CommonSOLE
G6683N103NUNU HLDGS LTD$8.7M0.17%516,978CommonSOLE
H01301128ALCALCON AG$8.2M0.16%103,240CommonSOLE
090043100BILLBILL HOLDINGS INC$8.2M0.16%149,700CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.1M0.16%1,515CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.0M0.16%66,334CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$8.0M0.16%17,594CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7.5M0.15%98,031CommonSOLE
053332102AZOAUTOZONE INC$7.4M0.15%2,191CommonSOLE
67059N108NTNXNUTANIX INC$7.0M0.14%136,159CommonSOLE
88025T102TENBTENABLE HLDGS INC$6.5M0.13%275,962CommonSOLE
20464U100COMPCOMPASS INC$6.5M0.13%612,849CommonSOLE
26875P101EOGEOG RES INC$6.5M0.13%61,639CommonSOLE
62944T105NVRNVR INC$6.3M0.13%859CommonSOLE
65249B109NWSANEWS CORP NEW$6.3M0.13%239,662CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$6.2M0.12%36,447CommonSOLE
N3167Y103RACEFERRARI N V$6.1M0.12%16,339CommonSOLE
23918K108DVADAVITA INC$6.1M0.12%53,498CommonSOLE
89531P105TREXTREX CO INC$5.9M0.12%169,405CommonSOLE
87265H109T86TRI POINTE HOMES INC$5.9M0.12%187,100CommonSOLE
58933Y105MRKMERCK & CO INC$5.8M0.12%55,385CommonSOLE
040413205ANETARISTA NETWORKS INC$5.8M0.11%43,892CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$5.5M0.11%204,006CommonSOLE
87612G101TRGPTARGA RES CORP$5.5M0.11%29,547CommonSOLE
86771W105RUNSUNRUN INC$5.3M0.11%288,700CommonSOLE
N3168P101FERFERROVIAL SE$5.3M0.11%81,513CommonSOLE
00206R102TAT&T INC$5.3M0.11%212,417CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$5.2M0.10%60,670CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$5.2M0.10%160,341CommonSOLE
N20944109CNHCNH INDL N V$5.1M0.10%557,731CommonSOLE
88339J105TTDTHE TRADE DESK INC$5.1M0.10%134,973CommonSOLE
37940X102GPNGLOBAL PMTS INC$5.1M0.10%65,655CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M0.10%15,238CommonSOLE
032654105ADIANALOG DEVICES INC$5.0M0.10%18,517CommonSOLE
031162100AMGNAMGEN INC$4.9M0.10%15,054CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.9M0.10%55,297CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.8M0.10%9,207CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$4.8M0.10%33,418CommonSOLE
45168D104IDXXIDEXX LABS INC$4.6M0.09%6,835CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.6M0.09%112,837CommonSOLE
40131M109GHGUARDANT HEALTH INC$4.6M0.09%44,816CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$4.6M0.09%22,800CommonSOLE
G4766E116INDVINDIVIOR PLC$4.5M0.09%126,199CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$4.5M0.09%49,700CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.4M0.09%86,868CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.4M0.09%19,472CommonSOLE
49845K101KVYOKLAVIYO INC$4.3M0.09%133,900CommonSOLE
093671105HRBBLOCK H & R INC$4.3M0.09%99,405CommonSOLE
74758T303QLYSQUALYS INC$4.3M0.09%32,400CommonSOLE
060505104BACBANK AMERICA CORP$4.3M0.08%77,374CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$4.2M0.08%27,512CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.2M0.08%139,298CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$4.1M0.08%45,800CommonSOLE
011642105ALRMALARM COM HLDGS INC$4.1M0.08%80,687CommonSOLE
02081G201ATECALPHATEC HLDGS INC$4.0M0.08%192,100CommonSOLE
17275R102CSCOCISCO SYS INC$3.9M0.08%50,525CommonSOLE
051774107AURAURORA INNOVATION INC$3.9M0.08%1,011,156CommonSOLE
79466L302CRMSALESFORCE INC$3.8M0.08%14,400CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$3.7M0.07%47,400CommonSOLE
88025U109TXG10X GENOMICS INC$3.7M0.07%229,300CommonSOLE
72352L106PINSPINTEREST INC$3.5M0.07%136,039CommonSOLE
H42097107UBSUBS GROUP AG$3.3M0.07%71,521CommonSOLE
H50430232LOGILOGITECH INTL S A$3.3M0.07%32,380CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$3.3M0.07%40,700CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.2M0.06%39,575CommonSOLE
35137L204FOXFOX CORP$3.1M0.06%48,422CommonSOLE
81762P102NOWSERVICENOW INC$3.0M0.06%19,692CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.0M0.06%11,193CommonSOLE
26603R106DUOLDUOLINGO INC$2.9M0.06%16,500CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$2.7M0.05%20,200CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$2.7M0.05%43,300CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$2.7M0.05%128,118CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.7M0.05%27,616CommonSOLE
032095101APHAMPHENOL CORP NEW$2.6M0.05%19,518CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.6M0.05%7,020CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.6M0.05%9,037CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.5M0.05%14,877CommonSOLE
G54950103LINLINDE PLC$2.5M0.05%5,887CommonSOLE
68278B107K4FONESTREAM INC$2.4M0.05%129,200CommonSOLE
F92124100TTETOTALENERGIES SE$2.3M0.05%35,682CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2.1M0.04%17,176CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.1M0.04%8,232CommonSOLE
N82405106STLASTELLANTIS N.V$2.1M0.04%190,267CommonSOLE
H1467J104CBCHUBB LIMITED$2.0M0.04%6,440CommonSOLE
87612E106TGTTARGET CORP$2.0M0.04%20,388CommonSOLE
74340W103PLDPROLOGIS INC.$2.0M0.04%15,575CommonSOLE
49177J102KVUEKENVUE INC$1.9M0.04%112,325CommonSOLE
00191U102EFORASGN INC$1.9M0.04%39,800CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.9M0.04%3,264CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$1.9M0.04%31,800CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.8M0.04%65,468CommonSOLE
60770K107MRNAMODERNA INC$1.8M0.04%61,774CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.8M0.04%5,186CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.8M0.04%9,082CommonSOLE
22266M104COURCOURSERA INC$1.8M0.04%239,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.8M0.04%20,633CommonSOLE
Y2573F102FLEXFLEX LTD$1.7M0.03%28,892CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$1.7M0.03%18,951CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.7M0.03%7,683CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.6M0.03%17,922CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1.6M0.03%9,760CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.03%9,183CommonSOLE
98978V103ZTSZOETIS INC$1.6M0.03%12,794CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.6M0.03%9,936CommonSOLE
11271J107BNBROOKFIELD CORP$1.6M0.03%34,809CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.5M0.03%5,492CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.5M0.03%8,704CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.5M0.03%31,057CommonSOLE
35137L105FOXAFOX CORP$1.5M0.03%20,846CommonSOLE
64110D104NTAPNETAPP INC$1.5M0.03%14,204CommonSOLE
G0403H108AONAON PLC$1.5M0.03%4,253CommonSOLE
58155Q103MCKMCKESSON CORP$1.5M0.03%1,817CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.5M0.03%17,002CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.5M0.03%3,159CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.4M0.03%6,329CommonSOLE
G29183103ETNEATON CORP PLC$1.4M0.03%4,483CommonSOLE
55354G100MSCIMSCI INC$1.4M0.03%2,449CommonSOLE
12572Q105CMECME GROUP INC$1.4M0.03%5,102CommonSOLE
59156R108METMETLIFE INC$1.4M0.03%17,481CommonSOLE
78709Y105SAIASAIA INC$1.4M0.03%4,147CommonSOLE
29476L107EQREQUITY RESIDENTIAL$1.3M0.03%21,292CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.03%6,230CommonSOLE
001055102AFLAFLAC INC$1.3M0.03%11,721CommonSOLE
25746U109DDOMINION ENERGY INC$1.3M0.03%21,981CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.3M0.03%4,449CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.2M0.02%9,117CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.2M0.02%6,019CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.2M0.02%8,800CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.2M0.02%18,129CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$1.2M0.02%16,177CommonSOLE
78442P106SLMSLM CORP$1.2M0.02%44,107CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.2M0.02%5,312CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.2M0.02%8,920CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.02%4,288CommonSOLE
69370C100PTCPTC INC$1.2M0.02%6,693CommonSOLE
92276F100VTRVENTAS INC$1.2M0.02%15,011CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.02%3,954CommonSOLE
15135B101CNCCENTENE CORP DEL$1.1M0.02%27,519CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.1M0.02%4,986CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.1M0.02%5,027CommonSOLE
22052L104CTVACORTEVA INC$1.1M0.02%15,986CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$1.1M0.02%28,126CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.1M0.02%4,774CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.1M0.02%21,819CommonSOLE
46284V101IRMIRON MTN INC DEL$1.0M0.02%12,649CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.0M0.02%5,741CommonSOLE
48251W104KKRKKR & CO INC$1.0M0.02%7,981CommonSOLE
15101Q207CLSCELESTICA INC$1.0M0.02%3,400CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$998,1360.02%7,665CommonSOLE
12532H104GIBCGI INC$980,8510.02%10,605CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$976,9280.02%2,973CommonSOLE
90138F102TWLOTWILIO INC$972,9220.02%6,840CommonSOLE
H2906T109GRMNGARMIN LTD$971,6520.02%4,790CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$968,7140.02%3,733CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$966,7700.02%11,787CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$960,3430.02%94,429CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$944,8880.02%6,849CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$930,1730.02%4,168CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$925,4780.02%8,026CommonSOLE
92338C103VLTOVERALTO CORP$906,1020.02%9,081CommonSOLE
G7S00T104PNRPENTAIR PLC$905,8100.02%8,698CommonSOLE
22822V101CCICROWN CASTLE INC$905,4960.02%10,189CommonSOLE
H11356104BGBUNGE GLOBAL SA$901,8460.02%10,124CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$885,2310.02%15,398CommonSOLE
05534B760BCEBCE INC$881,3470.02%36,900CommonSOLE
83304A106SNAPSNAP INC$874,3360.02%108,344CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$871,5960.02%4,506CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$863,4530.02%8,392CommonSOLE
98954M200ZZILLOW GROUP INC$854,9330.02%12,532CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$852,1940.02%22,187CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$849,5480.02%170,250CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$845,6400.02%6,480CommonSOLE
063671101BMOBANK MONTREAL QUE$842,1280.02%6,476CommonSOLE
87971M103TUTELUS CORPORATION$834,3510.02%63,222CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$825,0180.02%6,554CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$818,7130.02%50,915CommonSOLE
G4705A100ICLRICON PLC$817,9860.02%4,489CommonSOLE
09260D107BXBLACKSTONE INC$787,9640.02%5,112CommonSOLE
49446R109KIMKIMCO RLTY CORP$780,0100.02%38,481CommonSOLE
90353W103UIUBIQUITI INC$766,3900.02%1,385CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$760,6460.02%8,718CommonSOLE
45337C102INCYINCYTE CORP$738,7010.01%7,479CommonSOLE
37045V100GMGENERAL MTRS CO$730,1720.01%8,979CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$718,8200.01%7,994CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$715,8520.01%2,852CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$710,2030.01%1,786CommonSOLE
87422Q109TLNTALEN ENERGY CORP$706,5730.01%1,885CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$697,4330.01%3,337CommonSOLE
07831C103BRBRBELLRING BRANDS INC$694,9800.01%26,000CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$693,3100.01%11,666CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$685,8130.01%14,877CommonSOLE
34959J108FTVFORTIVE CORP$675,0530.01%12,227CommonSOLE
12514G108CDWCDW CORP$674,3260.01%4,951CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$672,5930.01%15,637CommonSOLE
G8473T100STESTERIS PLC$660,4200.01%2,605CommonSOLE
65249B208NWSNEWS CORP NEW$660,0680.01%22,277CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$657,2300.01%16,349CommonSOLE
45687V106IRINGERSOLL RAND INC$648,5740.01%8,187CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$648,1310.01%20,191CommonSOLE
03076C106AMPAMERIPRISE FINL INC$634,9900.01%1,295CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$629,6190.01%6,564CommonSOLE
98980G102ZSZSCALER INC$625,7270.01%2,782CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$623,1130.01%13,943CommonSOLE
03073E105CORCENCORA INC$612,0030.01%1,812CommonSOLE
45167R104IEXIDEX CORP$611,2240.01%3,435CommonSOLE
46187W107INVHINVITATION HOMES INC$610,8240.01%21,980CommonSOLE
084423102WRBBERKLEY W R CORP$599,6660.01%8,552CommonSOLE
031100100AMEAMETEK INC$599,5050.01%2,920CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$591,8520.01%7,094CommonSOLE
02005N100ALLYALLY FINL INC$583,6520.01%12,887CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$562,4760.01%5,494CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$555,5110.01%6,585CommonSOLE
92936U109WPCWP CAREY INC$553,0450.01%8,593CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$552,6050.01%24,714CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$544,2630.01%15,586CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$537,0560.01%9,838CommonSOLE
45784P101PODDINSULET CORP$527,5490.01%1,856CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$515,9700.01%2,700CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$493,1120.01%16,847CommonSOLE
18915M107NETCLOUDFLARE INC$465,2740.01%2,360CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$458,0020.01%2,827CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$455,5630.01%18,966CommonSOLE
071813109BAXBAXTER INTL INC$451,7990.01%23,642CommonSOLE
89400J107TRUTRANSUNION$444,7850.01%5,187CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$435,6650.01%29,161CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$428,1830.01%4,898CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$428,0920.01%5,004CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$426,4860.01%13,208CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$420,4630.01%2,423CommonSOLE
N00985106AERAERCAP HOLDINGS NV$414,1730.01%2,881CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$411,8620.01%30,736CommonSOLE
03782L101APPNAPPIAN CORP$404,6380.01%11,424CommonSOLE
23331A109DHID R HORTON INC$393,0580.01%2,729CommonSOLE
36118L106FUTUFUTU HLDGS LTD$392,4620.01%2,390CommonSOLE
77311W101RKTROCKET COS INC$390,2010.01%20,155CommonSOLE
29362U104ENTGENTEGRIS INC$389,3190.01%4,621CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$384,4860.01%3,421CommonSOLE
G3223R108EGEVEREST GROUP LTD$378,0360.01%1,114CommonSOLE
87151X101SYMSYMBOTIC INC$373,5410.01%6,278CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$369,6590.01%7,919CommonSOLE
31428X106FDXFEDEX CORP$366,8520.01%1,270CommonSOLE
40434L105HPQHP INC$353,3390.01%15,859CommonSOLE
29084Q100EMEEMCOR GROUP INC$338,9320.01%554CommonSOLE
74624M102PPURE STORAGE INC$334,9830.01%4,999CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$294,4900.01%1,822CommonSOLE
M98068105WIXWIX COM LTD$287,9830.01%2,772CommonSOLE
73278L105POOLPOOL CORP$287,3100.01%1,256CommonSOLE
G25508105CRHCRH PLC$287,1650.01%2,301CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$282,6630.01%9,369CommonSOLE
G0260P102ASAMER SPORTS INC$278,7800.01%7,464CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$278,5610.01%1,748CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$272,8600.01%560CommonSOLE
00766T100ACMAECOM$271,0230.01%2,843CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$260,5680.01%1,800CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$255,3150.01%656CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$254,0630.01%1,464CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$242,5070.00%2,069CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$240,3590.00%6,975CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$236,0800.00%110CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$225,5970.00%3,031CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$223,0870.00%5,769CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$213,9880.00%5,538CommonSOLE
G0176J109ALLEALLEGION PLC$208,1010.00%1,307CommonSOLE
009158106APDAIR PRODS & CHEMS INC$195,6400.00%792CommonSOLE
08265T208BSYBENTLEY SYS INC$190,8250.00%5,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$189,7690.00%1,338CommonSOLE
086516101BBYBEST BUY INC$184,8610.00%2,762CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$167,0560.00%1,161CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$165,2220.00%6,311CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$146,6270.00%2,280CommonSOLE
92343E102VRSNVERISIGN INC$144,5550.00%595CommonSOLE
G3265R107APTVAPTIV PLC$143,9620.00%1,892CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$135,0780.00%1,128CommonSOLE
88076W103TDCTERADATA CORP DEL$123,5560.00%4,059CommonSOLE
75734B100RDDTREDDIT INC$119,7620.00%521CommonSOLE
10316T104BOXBOX INC$113,9870.00%3,811CommonSOLE
25754A201DPZDOMINOS PIZZA INC$113,3750.00%272CommonSOLE
36828A101GEVGE VERNOVA INC$111,7600.00%171CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$107,7930.00%10,325CommonSOLE
30040W108ESEVERSOURCE ENERGY$98,3690.00%1,461CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$95,2800.00%3,466CommonSOLE
87807B107TRPTC ENERGY CORP$95,0570.00%1,724CommonSOLE
98419M100XYLXYLEM INC$92,8750.00%682CommonSOLE
92556V106VTRSVIATRIS INC$92,7150.00%7,447CommonSOLE
29250N105ENBENBRIDGE INC$90,9910.00%1,899CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$84,4430.00%294CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$81,6110.00%703CommonSOLE
09073M104TECHBIO-TECHNE CORP$76,1000.00%1,294CommonSOLE
83444M101SOLVSOLVENTUM CORP$74,2480.00%937CommonSOLE
14316J108CGCARLYLE GROUP INC$63,0700.00%1,067CommonSOLE
56585A102MPCMARATHON PETE CORP$61,7990.00%380CommonSOLE
98389B100XELXCEL ENERGY INC$58,7930.00%796CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$57,9880.00%130CommonSOLE
55261F104MTBM & T BK CORP$56,8170.00%282CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$56,6440.00%1,072CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$55,4860.00%777CommonSOLE
16411R208LNGCHENIERE ENERGY INC$54,8180.00%282CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$52,5990.00%1,155CommonSOLE
85472N109STNSTANTEC INC$49,5120.00%524CommonSOLE
56501R106MFCMANULIFE FINL CORP$46,0680.00%1,267CommonSOLE
74762E102QUREQUANTA SVCS INC$44,3160.00%105CommonSOLE
053611109AVYAVERY DENNISON CORP$44,1970.00%243CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$42,7620.00%266CommonSOLE
058498106BALLBALL CORP$38,8800.00%734CommonSOLE
79589L106IOTSAMSARA INC$36,3720.00%1,026CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$30,6170.00%165CommonSOLE
29364G103ETRENTERGY CORP NEW$22,8300.00%247CommonSOLE
91913Y100VLOVALERO ENERGY CORP$19,5350.00%120CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$18,1710.00%589CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$18,0280.00%120CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$10,8550.00%54CommonSOLE
50212V100LPLALPL FINL HLDGS INC$7,1430.00%20CommonSOLE
69331C108PCGPG&E CORP$6,5400.00%407CommonSOLE
H2927K103AMRZAMRIZE LTD$4,9750.00%92CommonSOLE
21873S108CRWVCOREWEAVE INC$3,7240.00%52CommonSOLE
98954M101ZGZILLOW GROUP INC$2,8660.00%42CommonSOLE
30161N101EXCEXELON CORP$2,7460.00%63CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$2,0710.00%54CommonSOLE
049560105ATOATMOS ENERGY CORP$1,5090.00%9CommonSOLE
011532108AGIALAMOS GOLD INC NEW$1,4310.00%37CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4760.00%11CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.