InvestInfoAI
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

Q3 2025 · 13F-HR

CAISSE DE DEPOT ET PLACEMENT DU QUEBECholdings as filed

Filed 2025-11-14 · accession 0001140361-25-042362

$55.49B
Reported value
539
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · CAISSE DE DEPOT ET PLACEMENT DU QUEBEC · Q3 2025

AI · grounded in 13F

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC established a new position in NVDA valued at $2.76B. The fund also initiated new stakes in MSFT for $2.54B and AAPL for $2.43B. Other new additions include GIB at $1.45B and GOOGL at $1.31B.

Holdings as filed

First 500 of 539

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.76B4.97%14,771,767CommonSOLE
594918104MSFTMICROSOFT CORP$2.54B4.58%4,907,133CommonSOLE
037833100AAPLAPPLE INC$2.43B4.38%9,550,123CommonSOLE
12532H104GIBCGI INC$1.45B2.62%16,290,487CommonSOLE
02079K305GOOGLALPHABET INC$1.31B2.37%5,400,002CommonSOLE
136375102CNICANADIAN NATL RY CO$1.31B2.36%13,894,922CommonSOLE
30303M102METAMETA PLATFORMS INC$1.20B2.16%1,632,882CommonSOLE
023135106AMZNAMAZON COM INC$1.05B1.89%4,781,726CommonSOLE
124765108CAECAE INC$915.7M1.65%30,917,402CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$797.3M1.44%1,585,914CommonSOLE
05534B760BCEBCE INC$797.2M1.44%34,107,306CommonSOLE
11135F101AVGOBROADCOM INC$790.1M1.42%2,394,925CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$741.9M1.34%1,304,234CommonSOLE
063671101BMOBANK MONTREAL QUE$706.4M1.27%5,419,567CommonSOLE
478160104JNJJOHNSON & JOHNSON$656.9M1.18%3,542,610CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$590.6M1.06%1,872,389CommonSOLE
17275R102CSCOCISCO SYS INC$582.8M1.05%8,518,018CommonSOLE
87241L109TFIITFI INTL INC$500.3M0.90%5,683,361CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$466.8M0.84%3,354,440CommonSOLE
64110L106NFLXNETFLIX INC$438.4M0.79%365,624CommonSOLE
532457108LLYELI LILLY & CO$435.4M0.78%570,669CommonSOLE
742718109PGPROCTER AND GAMBLE CO$430.2M0.78%2,799,755CommonSOLE
58933Y105MRKMERCK & CO INC$400.1M0.72%4,767,070CommonSOLE
02079K107GOOGALPHABET INC$392.6M0.71%1,611,898CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$387.3M0.70%418,438CommonSOLE
713448108PEPPEPSICO INC$364.9M0.66%2,597,986CommonSOLE
88160R101TSLATESLA INC$362.1M0.65%814,109CommonSOLE
512807306LRCXLAM RESEARCH CORP$343.9M0.62%2,568,579CommonSOLE
00287Y109ABBVABBVIE INC$340.7M0.61%1,471,340CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$323.4M0.58%2,613,595CommonSOLE
743315103PGRPROGRESSIVE CORP$315.7M0.57%1,278,406CommonSOLE
00206R102TAT&T INC$306.8M0.55%10,865,453CommonSOLE
760759100RSGREPUBLIC SVCS INC$304.5M0.55%1,326,827CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$290.3M0.52%840,848CommonSOLE
780087102RYROYAL BK CDA$285.8M0.52%1,938,915CommonSOLE
46435U853USHYISHARES TR$285.5M0.51%7,557,165CommonSOLE
53229C107LSPDLIGHTSPEED COMMERCE INC$280.5M0.51%24,286,219CommonSOLE
060505104BACBANK AMERICA CORP$280.3M0.51%5,433,276CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$278.1M0.50%3,548,211CommonSOLE
464287242LQDISHARES TR$277.2M0.50%2,487,012CommonSOLE
03073E105CORCENCORA INC$276.1M0.50%883,460CommonSOLE
79466L302CRMSALESFORCE INC$273.7M0.49%1,155,036CommonSOLE
00724F101ADBEADOBE INC$272.6M0.49%772,679CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$260.1M0.47%462,502CommonSOLE
040413205ANETARISTA NETWORKS INC$251.8M0.45%1,728,224CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$250.3M0.45%46,351CommonSOLE
949746101WMT2WELLS FARGO CO NEW$231.0M0.42%2,756,155CommonSOLE
053332102AZOAUTOZONE INC$230.7M0.42%53,772CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$219.7M0.40%2,243,012CommonSOLE
115236101BROBROWN & BROWN INC$219.4M0.40%2,339,505CommonSOLE
369604301GEGE AEROSPACE$218.2M0.39%725,443CommonSOLE
745867101PHMPULTE GROUP INC$214.1M0.39%1,620,027CommonSOLE
172908105CTASCINTAS CORP$202.0M0.36%984,183CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$201.4M0.36%403,855CommonSOLE
82509L107SHOPSHOPIFY INC$199.1M0.36%1,340,070CommonSOLE
002824100ABTABBOTT LABS$195.4M0.35%1,458,569CommonSOLE
68389X105ORCLORACLE CORP$193.3M0.35%687,190CommonSOLE
29084Q100EMEEMCOR GROUP INC$192.3M0.35%296,035CommonSOLE
68390D106OROR ROYALTIES INC.$191.1M0.34%4,767,074CommonSOLE
501044101KRKROGER CO$189.8M0.34%2,815,217CommonSOLE
891160509TDTORONTO DOMINION BK ONT$188.7M0.34%2,360,000CommonSOLE
11271J107BNBROOKFIELD CORP$188.1M0.34%2,740,288CommonSOLE
46432F388VLUEISHARES TR$187.1M0.34%1,495,891CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$186.4M0.34%407,651CommonSOLE
149123101CATCATERPILLAR INC$180.4M0.33%378,158CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$180.2M0.32%307,445CommonSOLE
461202103INTUINTUIT$178.8M0.32%261,768CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$177.0M0.32%579,510CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$174.1M0.31%2,216,284CommonSOLE
172967424CCITIGROUP INC$173.0M0.31%1,704,441CommonSOLE
437076102HDHOME DEPOT INC$172.7M0.31%426,236CommonSOLE
62944T105NVRNVR INC$172.6M0.31%21,481CommonSOLE
65339F101NEENEXTERA ENERGY INC$170.6M0.31%2,259,746CommonSOLE
651639106NEMNEWMONT CORP$169.9M0.31%2,015,334CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$166.8M0.30%343,838CommonSOLE
90384S303ULTAULTA BEAUTY INC$161.7M0.29%295,833CommonSOLE
125269100CFCF INDS HLDGS INC$159.2M0.29%1,775,106CommonSOLE
931142103WMTWALMART INC$157.3M0.28%1,526,387CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$156.4M0.28%196,389CommonSOLE
29250N105ENBENBRIDGE INC$156.1M0.28%3,093,209CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$156.0M0.28%3,549,383CommonSOLE
595112103MUMICRON TECHNOLOGY INC$155.5M0.28%929,340CommonSOLE
761152107RMDRESMED INC$154.9M0.28%565,901CommonSOLE
92939U106WECWEC ENERGY GROUP INC$152.0M0.27%1,326,668CommonSOLE
833034101SNASNAP ON INC$150.1M0.27%433,071CommonSOLE
315616102FFIVF5 INC$149.6M0.27%462,740CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$147.3M0.27%874,017CommonSOLE
464288281EMBISHARES TR$146.0M0.26%1,534,100CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$143.0M0.26%434,579CommonSOLE
375558103GILDGILEAD SCIENCES INC$141.1M0.25%1,271,032CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$138.4M0.25%1,037,853CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$134.1M0.24%1,306,922CommonSOLE
629377508NRGNRG ENERGY INC$133.9M0.24%827,056CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$132.2M0.24%409,052CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$131.3M0.24%1,070,975CommonSOLE
872590104TMUST MOBILE US INC$131.0M0.24%547,308CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$131.0M0.24%1,341,487CommonSOLE
384802104GWWGRAINGER W W INC$129.2M0.23%135,600CommonSOLE
12504L109CBRECBRE GROUP INC$128.5M0.23%815,685CommonSOLE
H50430232LOGILOGITECH INTL S A$128.0M0.23%1,173,769CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$127.1M0.23%754,391CommonSOLE
45337C102INCYINCYTE CORP$127.0M0.23%1,498,013CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$126.4M0.23%1,246,526CommonSOLE
580135101MCDMCDONALDS CORP$126.3M0.23%415,725CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$125.1M0.23%1,858,465CommonSOLE
92840M102VSTVISTRA CORP$123.9M0.22%632,151CommonSOLE
191216100KOCOCA COLA CO$123.8M0.22%1,867,352CommonSOLE
406216101HALHALLIBURTON CO$122.8M0.22%4,992,111CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$122.2M0.22%1,481,103CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$121.9M0.22%1,818,346CommonSOLE
235851102DHRDANAHER CORPORATION$120.5M0.22%607,917CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$120.2M0.22%7,061,055CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$119.0M0.21%559,867CommonSOLE
969904101WSMWILLIAMS SONOMA INC$116.1M0.21%594,015CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$115.9M0.21%1,305,278CommonSOLE
46982L108JJACOBS SOLUTIONS INC$115.6M0.21%771,702CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$114.5M0.21%1,707,026CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$114.4M0.21%255,694CommonSOLE
784117103SEICSEI INVTS CO$114.0M0.21%1,343,757CommonSOLE
550021109LULULULULEMON ATHLETICA INC$113.6M0.20%638,720CommonSOLE
30161Q104EXELEXELIXIS INC$112.5M0.20%2,724,564CommonSOLE
552848103MTGMGIC INVT CORP WIS$111.9M0.20%3,943,965CommonSOLE
922908553VNQVANGUARD INDEX FDS$111.8M0.20%1,223,000CommonSOLE
74935Q107RBARB GLOBAL INC$111.0M0.20%1,024,423CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$110.7M0.20%424,547CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$110.3M0.20%587,522CommonSOLE
482480100KLACKLA CORP$109.7M0.20%101,691CommonSOLE
806857108SLBSCHLUMBERGER LTD$108.8M0.20%3,165,581CommonSOLE
384109104GGGGRACO INC$108.7M0.20%1,279,553CommonSOLE
032095101APHAMPHENOL CORP NEW$108.3M0.20%875,350CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$106.9M0.19%175,417CommonSOLE
46432F339QUALISHARES TR$106.0M0.19%545,242CommonSOLE
35137L105FOXAFOX CORP$105.6M0.19%1,674,429CommonSOLE
654106103NKENIKE INC$105.2M0.19%1,508,064CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$104.6M0.19%1,342,362CommonSOLE
717081103PFEPFIZER INC$104.1M0.19%4,086,989CommonSOLE
50212V100LPLALPL FINL HLDGS INC$103.4M0.19%310,932CommonSOLE
009066101ABNBAIRBNB INC$103.1M0.19%848,875CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$102.2M0.18%353,659CommonSOLE
78409V104SPGIS&P GLOBAL INC$100.0M0.18%205,402CommonSOLE
199908104FIXCOMFORT SYS USA INC$99.8M0.18%120,933CommonSOLE
032654105ADIANALOG DEVICES INC$99.8M0.18%406,062CommonSOLE
58155Q103MCKMCKESSON CORP$99.2M0.18%128,393CommonSOLE
969457100WMBWILLIAMS COS INC$99.2M0.18%1,565,194CommonSOLE
217204106CPRTCOPART INC$99.0M0.18%2,200,902CommonSOLE
03831W108APPAPPLOVIN CORP$98.7M0.18%137,345CommonSOLE
45168D104IDXXIDEXX LABS INC$98.5M0.18%154,206CommonSOLE
254687106DISDISNEY WALT CO$97.5M0.18%851,416CommonSOLE
98138H101WDAYWORKDAY INC$95.2M0.17%395,337CommonSOLE
902494103TSNTYSON FOODS INC$94.8M0.17%1,746,120CommonSOLE
256677105DGDOLLAR GEN CORP NEW$93.9M0.17%908,110CommonSOLE
020002101ALLALLSTATE CORP$93.8M0.17%437,185CommonSOLE
443201108HWMHOWMET AEROSPACE INC$92.9M0.17%473,185CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$91.4M0.16%216,535CommonSOLE
882508104TXNTEXAS INSTRS INC$88.7M0.16%482,835CommonSOLE
747525103QCOMQUALCOMM INC$87.8M0.16%527,521CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$87.5M0.16%1,796,648CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$87.0M0.16%222,262CommonSOLE
256746108DLTRDOLLAR TREE INC$86.7M0.16%918,451CommonSOLE
09290D101BLKBLACKROCK INC$86.2M0.16%73,903CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$86.0M0.15%348,736CommonSOLE
907818108UNPUNION PAC CORP$84.3M0.15%356,502CommonSOLE
351858105FNVFRANCO NEV CORP$83.2M0.15%373,654CommonSOLE
12572Q105CMECME GROUP INC$83.2M0.15%307,768CommonSOLE
457187102INGRINGREDION INC$82.6M0.15%676,135CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$82.4M0.15%276,400CommonSOLE
G54950103LINLINDE PLC$82.3M0.15%173,207CommonSOLE
651587107NEUNEWMARKET CORP$82.2M0.15%99,256CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$80.8M0.15%1,084,224CommonSOLE
09062X103BIIBBIOGEN INC$79.7M0.14%569,253CommonSOLE
87807B107TRPTC ENERGY CORP$78.7M0.14%1,447,006CommonSOLE
872540109TJXTJX COS INC NEW$78.6M0.14%543,833CommonSOLE
922475108VEEVVEEVA SYS INC$78.3M0.14%262,732CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$77.0M0.14%687,782CommonSOLE
624756102MLIMUELLER INDS INC$76.6M0.14%757,196CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$76.4M0.14%357,237CommonSOLE
075887109BDXBECTON DICKINSON & CO$74.1M0.13%395,817CommonSOLE
15101Q207CLSCELESTICA INC$73.4M0.13%298,039CommonSOLE
023608102AEEAMEREN CORP$73.3M0.13%702,353CommonSOLE
546347105LPXLOUISIANA PAC CORP$72.4M0.13%815,204CommonSOLE
34959E109FTNTFORTINET INC$72.2M0.13%858,987CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$72.0M0.13%353,499CommonSOLE
D18190898DBDEUTSCHE BANK A G$71.1M0.13%2,021,881CommonSOLE
526057104LENLENNAR CORP$70.0M0.13%555,305CommonSOLE
72352L106PINSPINTEREST INC$69.1M0.12%2,146,618CommonSOLE
58733R102MELIMERCADOLIBRE INC$69.0M0.12%29,512CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$68.9M0.12%199,412CommonSOLE
858119100STLDSTEEL DYNAMICS INC$68.8M0.12%493,290CommonSOLE
61945C103MOSMOSAIC CO NEW$68.6M0.12%1,978,495CommonSOLE
097023105BABOEING CO$67.6M0.12%313,149CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$67.5M0.12%1,496,317CommonSOLE
81762P102NOWSERVICENOW INC$67.0M0.12%72,856CommonSOLE
209115104EDCONSOLIDATED EDISON INC$66.2M0.12%658,318CommonSOLE
172755100CRUSCIRRUS LOGIC INC$65.8M0.12%524,969CommonSOLE
H2906T109GRMNGARMIN LTD$64.7M0.12%262,773CommonSOLE
759509102RSRELIANCE INC$64.4M0.12%229,254CommonSOLE
13321L108CCJCAMECO CORP$64.1M0.12%763,847CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$64.1M0.12%261,207CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$62.7M0.11%882,085CommonSOLE
380237107GDDYGODADDY INC$62.4M0.11%455,807CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$62.4M0.11%573,145CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$61.5M0.11%66,754CommonSOLE
609207105MDLZMONDELEZ INTL INC$60.9M0.11%974,857CommonSOLE
92338C103VLTOVERALTO CORP$60.5M0.11%567,894CommonSOLE
25809K105DASHDOORDASH INC$60.2M0.11%221,510CommonSOLE
011532108AGIALAMOS GOLD INC NEW$60.1M0.11%1,723,341CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$59.8M0.11%369,822CommonSOLE
438516106HONHONEYWELL INTL INC$59.7M0.11%283,605CommonSOLE
05577W200DOOBRP INC$59.4M0.11%977,000CommonSOLE
98978V103ZTSZOETIS INC$59.3M0.11%405,045CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$58.7M0.11%389,139CommonSOLE
67077M108NTRNUTRIEN LTD$57.4M0.10%976,563CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$57.0M0.10%776,635CommonSOLE
81141R100SESEA LTD$55.3M0.10%309,464CommonSOLE
92343E102VRSNVERISIGN INC$55.0M0.10%196,839CommonSOLE
126650100CVSCVS HEALTH CORP$54.5M0.10%722,525CommonSOLE
04016X101ARGXARGENX SE$54.3M0.10%73,595CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$53.9M0.10%782,665CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$53.4M0.10%189,347CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$53.0M0.10%1,118,585CommonSOLE
G0176J109ALLEALLEGION PLC$51.4M0.09%289,761CommonSOLE
G29183103ETNEATON CORP PLC$51.3M0.09%137,083CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$49.5M0.09%913,163CommonSOLE
670346105NUENUCOR CORP$49.5M0.09%365,164CommonSOLE
49446R109KIMKIMCO RLTY CORP$49.4M0.09%2,263,023CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$49.1M0.09%578,955CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$49.0M0.09%546,973CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$48.8M0.09%242,702CommonSOLE
518439104ELLAUDER ESTEE COS INC$48.7M0.09%552,156CommonSOLE
75513E101RTXRTX CORPORATION$48.0M0.09%286,890CommonSOLE
172062101CINFCINCINNATI FINL CORP$48.0M0.09%303,456CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$47.4M0.09%318,093CommonSOLE
29530P102ERIEERIE INDTY CO$47.3M0.09%148,801CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$47.1M0.08%1,367,367CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$47.0M0.08%1,115,571CommonSOLE
876030107TPRTAPESTRY INC$46.9M0.08%414,091CommonSOLE
831865209AOSSMITH A O CORP$46.5M0.08%633,407CommonSOLE
98955K104ZVIAZEVIA PBC$46.4M0.08%17,050,428CommonSOLE
494368103KMBKIMBERLY CLARK CORP$45.9M0.08%369,034CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$45.8M0.08%572,451CommonSOLE
689648103OTTROTTER TAIL CORP$45.6M0.08%555,862CommonSOLE
888787108TOSTTOAST INC$45.1M0.08%1,236,534CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$45.0M0.08%413,329CommonSOLE
16359R103CHECHEMED CORP NEW$45.0M0.08%100,486CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$44.9M0.08%219,142CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$44.5M0.08%687,610CommonSOLE
G7S00T104PNRPENTAIR PLC$44.4M0.08%401,298CommonSOLE
038222105AMATAPPLIED MATLS INC$44.4M0.08%216,652CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$44.2M0.08%1,128,766CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$44.2M0.08%568,242CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$44.1M0.08%313,269CommonSOLE
031100100AMEAMETEK INC$43.7M0.08%232,581CommonSOLE
37045V100GMGENERAL MTRS CO$43.5M0.08%714,130CommonSOLE
23804L103DDOGDATADOG INC$43.4M0.08%304,823CommonSOLE
23331A109DHID R HORTON INC$43.0M0.08%254,004CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$43.0M0.08%363,510CommonSOLE
615369105MCOMOODYS CORP$42.0M0.08%88,190CommonSOLE
29444U700EQIXEQUINIX INC$41.9M0.08%53,433CommonSOLE
857477103STTSTATE STR CORP$41.8M0.08%360,713CommonSOLE
06849F108BBARRICK MNG CORP$41.5M0.07%1,264,027CommonSOLE
012653101ALBALBEMARLE CORP$41.2M0.07%508,619CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$41.1M0.07%98,137CommonSOLE
03783C100APPFAPPFOLIO INC$41.0M0.07%148,741CommonSOLE
521865204LEALEAR CORP$41.0M0.07%407,353CommonSOLE
92826C839VVISA INC$40.9M0.07%119,805CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$40.6M0.07%431,055CommonSOLE
91529Y106UNMUNUM GROUP$40.3M0.07%517,513CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$39.7M0.07%665,764CommonSOLE
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87612E106TGTTARGET CORP$39.5M0.07%439,839CommonSOLE
458140100INTCINTEL CORP$39.4M0.07%1,175,000CommonSOLE
285512109EAELECTRONIC ARTS INC$38.6M0.07%191,496CommonSOLE
892672106TWTRADEWEB MKTS INC$37.7M0.07%339,491CommonSOLE
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025816109AXPAMERICAN EXPRESS CO$35.8M0.06%107,883CommonSOLE
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441593100HLIHOULIHAN LOKEY INC$35.0M0.06%170,617CommonSOLE
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20030N101CMCSACOMCAST CORP NEW$34.4M0.06%1,095,713CommonSOLE
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665859104NTRSNORTHERN TR CORP$31.7M0.06%235,823CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$31.7M0.06%331,666CommonSOLE
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126408103CSXCSX CORP$31.0M0.06%873,844CommonSOLE
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70432V102PAYCPAYCOM SOFTWARE INC$29.4M0.05%141,056CommonSOLE
48251W104KKRKKR & CO INC$29.0M0.05%223,206CommonSOLE
574599106MASMASCO CORP$29.0M0.05%411,783CommonSOLE
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780287108RGLDROYAL GOLD INC$28.0M0.05%139,407CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$27.7M0.05%176,397CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$27.5M0.05%517,848CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$27.5M0.05%157,121CommonSOLE
N72482206QGENQIAGEN NV$27.1M0.05%611,468CommonSOLE
878742204TECKTECK RESOURCES LTD$26.6M0.05%605,934CommonSOLE
049560105ATOATMOS ENERGY CORP$26.6M0.05%155,684CommonSOLE
55261F104MTBM & T BK CORP$26.5M0.05%133,980CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$26.4M0.05%101,056CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$26.3M0.05%89,680CommonSOLE
G5960L103MDTMEDTRONIC PLC$26.2M0.05%275,526CommonSOLE
281020107EIXEDISON INTL$26.2M0.05%474,500CommonSOLE
G0403H108AONAON PLC$25.4M0.05%71,268CommonSOLE
00766T100ACMAECOM$25.4M0.05%194,400CommonSOLE
487836108KKELLANOVA$24.7M0.04%301,426CommonSOLE
57686G105MATXMATSON INC$24.4M0.04%247,262CommonSOLE
084423102WRBBERKLEY W R CORP$24.4M0.04%317,944CommonSOLE
56501R106MFCMANULIFE FINL CORP$24.2M0.04%776,000CommonSOLE
69331C108PCGPG&E CORP$24.1M0.04%1,599,059CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$24.1M0.04%170,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$24.1M0.04%100,948CommonSOLE
775711104ROLROLLINS INC$24.0M0.04%407,764CommonSOLE
G6683N103NUNU HLDGS LTD$23.9M0.04%1,491,029CommonSOLE
457669307INSMINSMED INC$23.7M0.04%164,400CommonSOLE
G3265R107APTVAPTIV PLC$23.5M0.04%273,041CommonSOLE
228368106CCKCROWN HLDGS INC$23.3M0.04%241,100CommonSOLE
941848103WATWATERS CORP$23.2M0.04%77,242CommonSOLE
256163106DOCUDOCUSIGN INC$23.1M0.04%320,543CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$22.9M0.04%65,634CommonSOLE
086516101BBYBEST BUY INC$22.7M0.04%300,534CommonSOLE
371901109GNTXGENTEX CORP$22.4M0.04%792,213CommonSOLE
231021106CMICUMMINS INC$22.2M0.04%52,575CommonSOLE
418056107HASHASBRO INC$22.2M0.04%292,200CommonSOLE
695156109PKGPACKAGING CORP AMER$22.1M0.04%101,393CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$21.7M0.04%76,869CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$21.0M0.04%17,097CommonSOLE
142339100CSLCARLISLE COS INC$20.6M0.04%62,694CommonSOLE
88033G407THCTENET HEALTHCARE CORP$20.4M0.04%100,387CommonSOLE
36828A101GEVGE VERNOVA INC$20.3M0.04%32,964CommonSOLE
778296103ROSTROSS STORES INC$20.2M0.04%132,838CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$20.1M0.04%347,500CommonSOLE
45784P101PODDINSULET CORP$20.0M0.04%64,934CommonSOLE
40412C101HCAHCA HEALTHCARE INC$20.0M0.04%46,943CommonSOLE
464287234EEMISHARES TR$20.0M0.04%374,444CommonSOLE
902973304USBUS BANCORP DEL$19.9M0.04%412,657CommonSOLE
911363109URIUNITED RENTALS INC$19.2M0.03%20,147CommonSOLE
48553T106BZKANZHUN LIMITED$19.1M0.03%818,100CommonSOLE
570535104MKLMARKEL GROUP INC$18.9M0.03%9,912CommonSOLE
750236101RDNRADIAN GROUP INC$18.6M0.03%512,831CommonSOLE
64110D104NTAPNETAPP INC$18.3M0.03%154,860CommonSOLE
69370C100PTCPTC INC$18.2M0.03%89,649CommonSOLE
749685103RPMRPM INTL INC$18.1M0.03%153,318CommonSOLE
74340W103PLDPROLOGIS INC.$17.8M0.03%155,685CommonSOLE
G5279N105KLARKLARNA GROUP PLC$17.8M0.03%485,270CommonSOLE
311900104FASTFASTENAL CO$17.7M0.03%361,660CommonSOLE
23918K108DVADAVITA INC$17.6M0.03%132,486CommonSOLE
25754A201DPZDOMINOS PIZZA INC$17.6M0.03%40,660CommonSOLE
268150109DTDYNATRACE INC$17.5M0.03%361,826CommonSOLE
499049104KNXKNIGHT SWIFT TRANSN HLDGS IN$17.1M0.03%433,100CommonSOLE
98980G102ZSZSCALER INC$16.7M0.03%55,697CommonSOLE
690742101OCOWENS CORNING NEW$16.6M0.03%117,387CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$16.1M0.03%64,088CommonSOLE
19247G107COHRCOHERENT CORP$16.0M0.03%148,079CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$15.6M0.03%22,284CommonSOLE
920253101VMIVALMONT INDS INC$15.1M0.03%39,021CommonSOLE
756109104OREALTY INCOME CORP$15.1M0.03%248,600CommonSOLE
889478103TOLTOLL BROTHERS INC$14.8M0.03%107,400CommonSOLE
693718108PCARPACCAR INC$14.5M0.03%147,976CommonSOLE
G98239109XPXP INC$14.5M0.03%773,968CommonSOLE
758849103REGREGENCY CTRS CORP$14.5M0.03%199,000CommonSOLE
452327109ILMNILLUMINA INC$14.5M0.03%152,441CommonSOLE
444859102HUMHUMANA INC$14.5M0.03%55,638CommonSOLE
40415F101HDBHDFC BANK LTD$14.3M0.03%419,200CommonSOLE
122017106BURLBURLINGTON STORES INC$14.3M0.03%56,014CommonSOLE
75734B100RDDTREDDIT INC$14.2M0.03%61,800CommonSOLE
443573100HUBSHUBSPOT INC$13.8M0.02%29,455CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$13.5M0.02%298,920CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$13.2M0.02%502,151CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$13.2M0.02%65,661CommonSOLE
98954M200ZZILLOW GROUP INC$13.2M0.02%170,799CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$13.2M0.02%175,224CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$13.2M0.02%298,858CommonSOLE
751212101RLRALPH LAUREN CORP$13.1M0.02%41,822CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$13.0M0.02%125,000CommonSOLE
260003108DOVDOVER CORP$12.8M0.02%76,700CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$12.8M0.02%39,433CommonSOLE
701094104PHPARKER HANNIFIN CORP$12.7M0.02%16,714CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$12.5M0.02%209,999CommonSOLE
958102105WDCWESTERN DIGITAL CORP$11.3M0.02%93,786CommonSOLE
219350105GLWCORNING INC$11.1M0.02%135,600CommonSOLE
871607107SNPSSYNOPSYS INC$10.9M0.02%22,100CommonSOLE
33829M101FIVEFIVE BELOW INC$10.9M0.02%70,300CommonSOLE
303075105FDSFACTSET RESH SYS INC$10.8M0.02%37,530CommonSOLE
90138F102TWLOTWILIO INC$10.6M0.02%105,588CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$10.4M0.02%53,221CommonSOLE
127055101CBTCABOT CORP$10.4M0.02%136,826CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$10.2M0.02%81,620CommonSOLE
87612G101TRGPTARGA RES CORP$10.0M0.02%59,774CommonSOLE
29476L107EQREQUITY RESIDENTIAL$10.0M0.02%154,068CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$9.8M0.02%35,125CommonSOLE
G8473T100STESTERIS PLC$9.7M0.02%39,112CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9.6M0.02%49,663CommonSOLE
37940X102GPNGLOBAL PMTS INC$9.6M0.02%115,000CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$9.4M0.02%267,700CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$9.4M0.02%60,533CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9.1M0.02%47,797CommonSOLE
77543R102ROKUROKU INC$9.1M0.02%90,527CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$9.0M0.02%5,052CommonSOLE
464288877EFVISHARES TR$9.0M0.02%132,512CommonSOLE
65249B208NWSNEWS CORP NEW$9.0M0.02%260,000CommonSOLE
863667101SYKSTRYKER CORPORATION$8.9M0.02%24,058CommonSOLE
565394103CARTMAPLEBEAR INC$8.3M0.02%226,956CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.3M0.02%35,460CommonSOLE
125523100CITHE CIGNA GROUP$8.2M0.01%28,499CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.1M0.01%17,826CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.1M0.01%75,244CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$8.0M0.01%208,300CommonSOLE
35137L204FOXFOX CORP$8.0M0.01%140,000CommonSOLE
277432100EMNEASTMAN CHEM CO$8.0M0.01%126,545CommonSOLE
31428X106FDXFEDEX CORP$8.0M0.01%33,733CommonSOLE
05329W102ANAUTONATION INC$7.9M0.01%36,300CommonSOLE
256135203RDYDR REDDYS LABS LTD$7.9M0.01%566,200CommonSOLE
18915M107NETCLOUDFLARE INC$7.9M0.01%36,669CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$7.8M0.01%234,160CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7.8M0.01%27,884CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.8M0.01%15,837CommonSOLE
031162100AMGNAMGEN INC$7.7M0.01%27,383CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$7.7M0.01%330,200CommonSOLE
92936U109WPCWP CAREY INC$7.6M0.01%111,896CommonSOLE
983793100XPOXPO INC$7.6M0.01%58,452CommonSOLE
337738108FISVFISERV INC$7.6M0.01%58,590CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$7.5M0.01%383,400CommonSOLE
29605J106ESABESAB CORPORATION$7.4M0.01%66,270CommonSOLE
297178105ESSESSEX PPTY TR INC$7.1M0.01%26,582CommonSOLE
15135B101CNCCENTENE CORP DEL$7.0M0.01%197,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$7.0M0.01%26,988CommonSOLE
191098102COKECOCA COLA CONS INC$6.9M0.01%59,300CommonSOLE
303250104FICOFAIR ISAAC CORP$6.9M0.01%4,623CommonSOLE
48268K101KTKT CORP$6.9M0.01%353,004CommonSOLE
679295105OKTAOKTA INC$6.9M0.01%74,949CommonSOLE
200340107CMACOMERICA INC$6.9M0.01%100,000CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$6.8M0.01%65,280CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$6.6M0.01%82,431CommonSOLE
45104G104IBNICICI BANK LIMITED$6.6M0.01%217,800CommonSOLE
617446448MSMORGAN STANLEY$6.6M0.01%41,398CommonSOLE
N14506104ESTCELASTIC N V$6.5M0.01%76,700CommonSOLE
548661107LOWLOWES COS INC$6.4M0.01%25,317CommonSOLE
146869102CVNACARVANA CO$6.3M0.01%16,728CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$6.3M0.01%104,984CommonSOLE
980745103WWDWOODWARD INC$6.1M0.01%24,100CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6.0M0.01%34,933CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$6.0M0.01%187,776CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.0M0.01%17,130CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$5.8M0.01%131,850CommonSOLE
150870103CECELANESE CORP DEL$5.7M0.01%135,900CommonSOLE
552690109MDUMDU RES GROUP INC$5.7M0.01%317,731CommonSOLE
891092108TTCTORO CO$5.6M0.01%73,100CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$5.5M0.01%62,434CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$5.4M0.01%44,752CommonSOLE
354613101BENFRANKLIN RESOURCES INC$5.3M0.01%231,200CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.2M0.01%40,891CommonSOLE
770323103RHIROBERT HALF INC.$5.2M0.01%154,000CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.1M0.01%9,029CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$5.1M0.01%108,400CommonSOLE
38526M106LOPEGRAND CANYON ED INC$5.0M0.01%22,700CommonSOLE
540424108LLOEWS CORP$4.9M0.01%48,751CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$4.7M0.01%20,600CommonSOLE
278865100ECLECOLAB INC$4.7M0.01%16,981CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$4.6M0.01%47,694CommonSOLE
880770102TERTERADYNE INC$4.6M0.01%33,065CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$4.5M0.01%202,500CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$4.5M0.01%179,676CommonSOLE
204166102CVLTCOMMVAULT SYS INC$4.3M0.01%22,955CommonSOLE
571903202MARMARRIOTT INTL INC NEW$4.3M0.01%16,399CommonSOLE
201723103CMCCOMMERCIAL METALS CO$4.3M0.01%74,380CommonSOLE
688239201OSKOSHKOSH CORP$4.1M0.01%31,875CommonSOLE
052769106ADSKAUTODESK INC$4.0M0.01%12,535CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$3.9M0.01%38,700CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$3.8M0.01%30,459CommonSOLE
049468101TEAMATLASSIAN CORPORATION$3.7M0.01%23,146CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3.6M0.01%16,110CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.5M0.01%18,283CommonSOLE
576323109MTZMASTEC INC$3.5M0.01%16,500CommonSOLE
929740108WABWABTEC$3.4M0.01%17,047CommonSOLE
650111107NYTNEW YORK TIMES CO$3.3M0.01%58,118CommonSOLE
82982T106SITMSITIME CORP$3.3M0.01%10,977CommonSOLE
227046109CROXCROCS INC$3.3M0.01%39,384CommonSOLE
15118V207CELHCELSIUS HLDGS INC$3.3M0.01%57,136CommonSOLE
783549108RRYDER SYS INC$3.2M0.01%16,900CommonSOLE
22266T109CPNGCOUPANG INC$3.2M0.01%98,795CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.2M0.01%37,577CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.1M0.01%48,670CommonSOLE
03852U106ARMKARAMARK$3.0M0.01%78,919CommonSOLE
816850101SMTCSEMTECH CORP$3.0M0.01%41,296CommonSOLE
946784105WAYWAYSTAR HLDG CORP$2.9M0.01%77,091CommonSOLE
55354G100MSCIMSCI INC$2.9M0.01%5,072CommonSOLE
231561101CWCURTISS WRIGHT CORP$2.9M0.01%5,300CommonSOLE
26603R106DUOLDUOLINGO INC$2.8M0.01%8,763CommonSOLE
44332N106HTHTH WORLD GROUP LTD$2.8M0.00%70,800CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$2.8M0.00%29,300CommonSOLE
67059N108NTNXNUTANIX INC$2.7M0.00%36,268CommonSOLE
835495102SONSONOCO PRODS CO$2.6M0.00%59,200CommonSOLE
55616P104MMACYS INC$2.5M0.00%139,200CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.5M0.00%22,495CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$2.5M0.00%18,266CommonSOLE
08659B102BBNXBETA BIONICS INC$2.3M0.00%114,666CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$2.2M0.00%75,000CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$2.2M0.00%14,000CommonSOLE

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.