MondegarAI
AQR CAPITAL MANAGEMENT LLC

Q3 2025 · 13F-HR

AQR CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-11-14 · accession 0001167557-25-000065

$156.00B
Reported value
3,456
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · AQR CAPITAL MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

AQR CAPITAL MANAGEMENT LLC established a new position in NVDA valued at $4.09B. The fund also initiated new stakes in MSFT for $3.20B and AAPL for $2.76B. Additional new positions include AMZN at $1.53B and AVGO at $1.40B. Total assets under management stand at $156B across 3,456 positions.

Holdings as filed

First 500 of 3456

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.09B2.62%22,286,618CommonSOLE
594918104MSFTMICROSOFT CORP$3.20B2.05%6,238,411CommonSOLE
037833100AAPLAPPLE INC$2.76B1.77%10,820,122CommonSOLE
023135106AMZNAMAZON COM INC$1.53B0.98%7,003,479CommonSOLE
11135F101AVGOBROADCOM INC$1.40B0.90%4,293,106CommonSOLE
771049103RBLXROBLOX CORP$1.31B0.84%9,697,538CommonSOLE
30303M102METAMETA PLATFORMS INC$1.26B0.81%1,732,762CommonSOLE
931142103WMTWALMART INC$1.20B0.77%11,663,172CommonSOLE
02079K305GOOGLALPHABET INC$991.7M0.64%4,120,727CommonSOLE
92343E102VRSNVERISIGN INC$985.1M0.63%3,523,495CommonSOLE
02079K107GOOGALPHABET INC$944.7M0.61%3,919,751CommonSOLE
00724F101ADBEADOBE INC$912.7M0.59%2,587,399CommonSOLE
040413205ANETARISTA NETWORKS INC$904.1M0.58%6,261,063CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$894.3M0.57%4,902,606CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$889.3M0.57%4,425,905CommonSOLE
369604301GEGE AEROSPACE$874.5M0.56%2,961,084CommonSOLE
37045V100GMGENERAL MTRS CO$869.0M0.56%14,252,689CommonSOLE
58933Y105MRKMERCK & CO INC$851.4M0.55%10,658,099CommonSOLE
88160R101TSLATESLA INC$849.6M0.54%1,938,463CommonSOLE
458140100INTCINTEL CORP$838.8M0.54%25,001,621CommonSOLE
713448108PEPPEPSICO INC$830.9M0.53%5,916,417CommonSOLE
478160104JNJJOHNSON & JOHNSON$793.0M0.51%4,326,452CommonSOLE
H1467J104CBCHUBB LIMITED$785.5M0.50%2,798,546CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$780.3M0.50%144,528CommonSOLE
833445109SNOWSNOWFLAKE INC$779.8M0.50%3,459,772CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$779.3M0.50%3,645,732CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$736.9M0.47%1,465,864CommonSOLE
922475108VEEVVEEVA SYS INC$706.1M0.45%2,412,210CommonSOLE
69331C108PCGPG&E CORP$702.6M0.45%46,590,013CommonSOLE
36828A101GEVGE VERNOVA INC$700.6M0.45%1,158,362CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$699.4M0.45%8,477,057CommonSOLE
G3223R108EGEVEREST GROUP LTD$695.3M0.45%2,011,033CommonSOLE
199908104FIXCOMFORT SYS USA INC$678.5M0.43%835,560CommonSOLE
45337C102INCYINCYTE CORP$667.6M0.43%7,923,511CommonSOLE
12572Q105CMECME GROUP INC$657.0M0.42%2,431,787CommonSOLE
31428X106FDXFEDEX CORP$638.2M0.41%2,733,905CommonSOLE
58155Q103MCKMCKESSON CORP$631.0M0.40%829,038CommonSOLE
595112103MUMICRON TECHNOLOGY INC$606.9M0.39%3,627,022CommonSOLE
281020107EIXEDISON INTL$595.0M0.38%10,763,984CommonSOLE
98980G102ZSZSCALER INC$576.1M0.37%1,941,571CommonSOLE
55087P104LYFTLYFT INC$567.5M0.36%25,783,363CommonSOLE
369550108GDGENERAL DYNAMICS CORP$567.4M0.36%1,663,847CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$561.5M0.36%2,934,130CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$543.7M0.35%1,723,598CommonSOLE
172967424CCITIGROUP INC$535.1M0.34%5,272,243CommonSOLE
718172109PMPHILIP MORRIS INTL INC$526.3M0.34%3,245,746CommonSOLE
G87110105FTITECHNIPFMC PLC$525.3M0.34%13,316,569CommonSOLE
086516101BBYBEST BUY INC$525.1M0.34%6,997,871CommonSOLE
15135B101CNCCENTENE CORP DEL$522.9M0.34%14,654,834CommonSOLE
009066101ABNBAIRBNB INC$518.5M0.33%4,269,937CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$518.2M0.33%1,025,410CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$496.9M0.32%1,785,288CommonSOLE
67059N108NTNXNUTANIX INC$492.9M0.32%6,626,271CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$489.9M0.31%861,293CommonSOLE
876030107TPRTAPESTRY INC$487.7M0.31%4,307,615CommonSOLE
512807306LRCXLAM RESEARCH CORP$472.3M0.30%3,541,230CommonSOLE
032095101APHAMPHENOL CORP NEW$468.5M0.30%3,810,841CommonSOLE
00206R102TAT&T INC$455.6M0.29%16,133,576CommonSOLE
25809K105DASHDOORDASH INC$442.6M0.28%1,630,347CommonSOLE
872540109TJXTJX COS INC NEW$441.5M0.28%3,061,312CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$438.4M0.28%4,023,663CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$437.0M0.28%11,685,672CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$434.1M0.28%2,041,847CommonSOLE
053332102AZOAUTOZONE INC$432.1M0.28%101,185CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$426.9M0.27%2,096,542CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$426.4M0.27%9,463,981CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$426.1M0.27%3,189,566CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$425.8M0.27%2,077,132CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$413.5M0.27%986,478CommonSOLE
78468R663BILSPDR SERIES TRUST$412.6M0.26%4,497,115CommonSOLE
16679L109CHWYCHEWY INC$407.9M0.26%10,196,146CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$405.6M0.26%721,354CommonSOLE
29084Q100EMEEMCOR GROUP INC$405.3M0.26%627,507CommonSOLE
64110L106NFLXNETFLIX INC$397.2M0.25%335,011CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$395.6M0.25%1,145,580CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$388.4M0.25%2,773,648CommonSOLE
632307104NTRANATERA INC$386.3M0.25%2,400,065CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$386.0M0.25%8,848,766CommonSOLE
17275R102CSCOCISCO SYS INC$385.6M0.25%5,637,731CommonSOLE
042735100ARWARROW ELECTRS INC$384.8M0.25%3,185,582CommonSOLE
461202103INTUINTUIT$383.5M0.25%561,583CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$382.5M0.25%574,133CommonSOLE
88033G407THCTENET HEALTHCARE CORP$381.0M0.24%1,876,423CommonSOLE
742718109PGPROCTER AND GAMBLE CO$380.5M0.24%2,483,354CommonSOLE
30161Q104EXELEXELIXIS INC$379.2M0.24%9,181,359CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$377.5M0.24%3,812,243CommonSOLE
68389X105ORCLORACLE CORP$376.9M0.24%1,353,408CommonSOLE
733174700BPOPPOPULAR INC$376.3M0.24%2,962,871CommonSOLE
902494103TSNTYSON FOODS INC$363.9M0.23%6,726,796CommonSOLE
92826C839VVISA INC$361.4M0.23%1,058,721CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$348.5M0.22%2,098,417CommonSOLE
02209S103MOALTRIA GROUP INC$346.4M0.22%5,272,845CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$345.6M0.22%377,416CommonSOLE
81762P102NOWSERVICENOW INC$343.1M0.22%372,789CommonSOLE
889478103TOLTOLL BROTHERS INC$343.0M0.22%2,483,339CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$342.2M0.22%1,244,034CommonSOLE
651639106NEMNEWMONT CORP$342.0M0.22%4,056,735CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$336.0M0.22%744,008CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$335.3M0.21%3,508,691CommonSOLE
228368106CCKCROWN HLDGS INC$333.2M0.21%3,467,550CommonSOLE
532457108LLYELI LILLY & CO$330.8M0.21%451,182CommonSOLE
099724106BWABORGWARNER INC$330.5M0.21%7,518,776CommonSOLE
H2906T109GRMNGARMIN LTD$330.4M0.21%1,348,955CommonSOLE
30231G102XOMEXXON MOBIL CORP$329.8M0.21%2,925,026CommonSOLE
29977A105EVREVERCORE INC$326.5M0.21%967,804CommonSOLE
366651107ITGARTNER INC$326.3M0.21%1,245,952CommonSOLE
46266C105IQVIQVIA HLDGS INC$321.6M0.21%1,777,700CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$321.3M0.21%5,932,109CommonSOLE
680223104ORIOLD REP INTL CORP$319.2M0.20%7,553,963CommonSOLE
049468101TEAMATLASSIAN CORPORATION$316.2M0.20%1,979,906CommonSOLE
452327109ILMNILLUMINA INC$315.9M0.20%3,398,027CommonSOLE
00090Q103ADTADT INC DEL$315.0M0.20%36,160,099CommonSOLE
770700102HOODROBINHOOD MKTS INC$314.6M0.20%2,235,426CommonSOLE
G5960L103MDTMEDTRONIC PLC$314.4M0.20%3,329,414CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$311.6M0.20%624,219CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$310.2M0.20%1,099,347CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$308.8M0.20%1,252,334CommonSOLE
23331A109DHID R HORTON INC$307.4M0.20%1,823,284CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$306.5M0.20%3,267,666CommonSOLE
020002101ALLALLSTATE CORP$304.6M0.20%1,425,712CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$304.5M0.20%5,057,355CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$301.8M0.19%2,000,312CommonSOLE
743315103PGRPROGRESSIVE CORP$301.6M0.19%1,226,266CommonSOLE
883203101TXTTEXTRON INC$298.2M0.19%3,545,395CommonSOLE
55354G100MSCIMSCI INC$295.9M0.19%521,564CommonSOLE
922908769VTIVANGUARD INDEX FDS$294.9M0.19%898,646CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$294.4M0.19%3,083,729CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$292.8M0.19%8,446,982CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$292.1M0.19%1,271,528CommonSOLE
G8473T100STESTERIS PLC$291.7M0.19%1,183,070CommonSOLE
61945C103MOSMOSAIC CO NEW$291.3M0.19%8,447,324CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$290.4M0.19%1,551,547CommonSOLE
03076C106AMPAMERIPRISE FINL INC$289.6M0.19%589,570CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$288.3M0.18%8,223,219CommonSOLE
879369106TFXTELEFLEX INCORPORATED$287.6M0.18%2,366,131CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$287.2M0.18%682,552CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$286.7M0.18%2,585,605CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$285.3M0.18%358,261CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$284.1M0.18%466,187CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$281.4M0.18%977,948CommonSOLE
65249B109NWSANEWS CORP NEW$278.6M0.18%9,072,194CommonSOLE
235851102DHRDANAHER CORPORATION$276.3M0.18%1,464,336CommonSOLE
231021106CMICUMMINS INC$276.2M0.18%659,376CommonSOLE
79466L302CRMSALESFORCE INC$273.4M0.18%1,153,649CommonSOLE
59156R108METMETLIFE INC$271.4M0.17%3,305,620CommonSOLE
315616102FFIVF5 INC$271.4M0.17%839,648CommonSOLE
922908363VOOVANGUARD INDEX FDS$269.9M0.17%440,786CommonSOLE
650111107NYTNEW YORK TIMES CO$264.8M0.17%4,613,289CommonSOLE
375558103GILDGILEAD SCIENCES INC$264.1M0.17%2,379,546CommonSOLE
770323103RHIROBERT HALF INC.$263.0M0.17%7,738,454CommonSOLE
231561101CWCURTISS WRIGHT CORP$262.8M0.17%487,675CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$261.7M0.17%4,923,509CommonSOLE
624756102MLIMUELLER INDS INC$261.4M0.17%2,585,693CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$260.2M0.17%3,662,691CommonSOLE
060505104BACBANK AMERICA CORP$259.9M0.17%5,037,487CommonSOLE
256677105DGDOLLAR GEN CORP NEW$259.8M0.17%2,525,608CommonSOLE
77543R102ROKUROKU INC$258.9M0.17%2,586,125CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$258.7M0.17%801,268CommonSOLE
718546104PSXPHILLIPS 66$257.5M0.17%1,893,195CommonSOLE
443573100HUBSHUBSPOT INC$255.6M0.16%546,436CommonSOLE
N14506104ESTCELASTIC N V$251.6M0.16%2,977,361CommonSOLE
552848103MTGMGIC INVT CORP WIS$250.9M0.16%8,844,749CommonSOLE
09062X103BIIBBIOGEN INC$248.8M0.16%1,783,581CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$247.6M0.16%2,537,074CommonSOLE
03073E105CORCENCORA INC$247.6M0.16%802,692CommonSOLE
695156109PKGPACKAGING CORP AMER$247.6M0.16%1,143,015CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$245.6M0.16%1,781,682CommonSOLE
929740108WABWABTEC$245.5M0.16%1,229,270CommonSOLE
40434L105HPQHP INC$244.5M0.16%9,039,803CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$243.9M0.16%2,230,541CommonSOLE
247361702DALDELTA AIR LINES INC DEL$242.1M0.16%4,265,255CommonSOLE
872590104TMUST-MOBILE US INC$240.2M0.15%1,003,505CommonSOLE
26603R106DUOLDUOLINGO INC$238.4M0.15%740,869CommonSOLE
166764100CVXCHEVRON CORP NEW$237.7M0.15%1,536,471CommonSOLE
285512109EAELECTRONIC ARTS INC$237.4M0.15%1,176,941CommonSOLE
443201108HWMHOWMET AEROSPACE INC$237.0M0.15%1,228,173CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$236.9M0.15%2,596,355CommonSOLE
125523100CITHE CIGNA GROUP$235.4M0.15%816,742CommonSOLE
717081103PFEPFIZER INC$231.0M0.15%9,505,615CommonSOLE
126650100CVSCVS HEALTH CORP$230.2M0.15%3,052,839CommonSOLE
92338C103VLTOVERALTO CORP$226.6M0.15%2,157,211CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$226.5M0.15%3,421,408CommonSOLE
891092108TTCTORO CO$225.9M0.14%2,964,149CommonSOLE
G491BT108IVZINVESCO LTD$225.2M0.14%9,818,999CommonSOLE
418056107HASHASBRO INC$224.3M0.14%2,957,648CommonSOLE
20030N101CMCSACOMCAST CORP NEW$223.7M0.14%7,118,302CommonSOLE
98978V103ZTSZOETIS INC$221.9M0.14%1,538,667CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$221.6M0.14%2,843,460CommonSOLE
88579Y101MMM3M CO$221.5M0.14%1,442,188CommonSOLE
64110D104NTAPNETAPP INC$219.1M0.14%1,849,218CommonSOLE
171779309CIENCIENA CORP$218.4M0.14%1,502,468CommonSOLE
217204106CPRTCOPART INC$217.2M0.14%4,887,359CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$216.8M0.14%6,137,898CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$214.8M0.14%3,208,811CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$213.6M0.14%4,800,028CommonSOLE
278865100ECLECOLAB INC$213.6M0.14%782,870CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$212.6M0.14%1,508,524CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$211.7M0.14%2,564,915CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$211.2M0.14%5,615,643CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$209.7M0.13%2,362,577CommonSOLE
00287Y109ABBVABBVIE INC$209.7M0.13%926,842CommonSOLE
958102105WDCWESTERN DIGITAL CORP$209.4M0.13%1,744,042CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$209.3M0.13%1,680,069CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$208.0M0.13%2,596,709CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$206.9M0.13%1,328,438CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$206.8M0.13%1,032,461CommonSOLE
760759100RSGREPUBLIC SVCS INC$205.9M0.13%897,082CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$204.7M0.13%1,536,898CommonSOLE
G54950103LINLINDE PLC$204.7M0.13%430,971CommonSOLE
20602D101CNXCCONCENTRIX CORP$202.2M0.13%4,380,821CommonSOLE
337738108FISVFISERV INC$201.3M0.13%1,560,988CommonSOLE
608190104MHKMOHAWK INDS INC$200.9M0.13%1,578,335CommonSOLE
403949100DINOHF SINCLAIR CORP$200.8M0.13%3,835,661CommonSOLE
364760108GAPGAP INC$200.4M0.13%9,368,678CommonSOLE
72352L106PINSPINTEREST INC$200.0M0.13%6,216,779CommonSOLE
69047Q102OVVOVINTIV INC$199.9M0.13%4,949,637CommonSOLE
751212101RLRALPH LAUREN CORP$199.5M0.13%636,118CommonSOLE
37959E102GLGLOBE LIFE INC$198.8M0.13%1,390,483CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$197.5M0.13%2,138,153CommonSOLE
052769106ADSKAUTODESK INC$197.1M0.13%620,406CommonSOLE
34959E109FTNTFORTINET INC$196.1M0.13%2,331,901CommonSOLE
705573103PEGAPEGASYSTEMS INC$195.0M0.13%3,391,801CommonSOLE
29786A106ETSYETSY INC$194.8M0.12%2,934,338CommonSOLE
260003108DOVDOVER CORP$193.6M0.12%1,161,628CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$193.2M0.12%1,587,887CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$192.2M0.12%1,782,869CommonSOLE
075887109BDXBECTON DICKINSON & CO$190.6M0.12%1,033,860CommonSOLE
209115104EDCONSOLIDATED EDISON INC$190.5M0.12%1,905,678CommonSOLE
576323109MTZMASTEC INC$189.2M0.12%900,484CommonSOLE
89832Q109TFCTRUIST FINL CORP$188.4M0.12%4,120,930CommonSOLE
464287200IVVISHARES TR$188.3M0.12%281,328CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$188.2M0.12%754,548CommonSOLE
23804L103DDOGDATADOG INC$188.2M0.12%1,321,741CommonSOLE
380237107GDDYGODADDY INC$188.1M0.12%1,374,926CommonSOLE
780287108RGLDROYAL GOLD INC$187.5M0.12%934,897CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$186.0M0.12%6,569,082CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$182.5M0.12%4,482,124CommonSOLE
91529Y106UNMUNUM GROUP$181.6M0.12%2,339,289CommonSOLE
437076102HDHOME DEPOT INC$181.4M0.12%447,755CommonSOLE
631103108NDAQNASDAQ INC$180.6M0.12%2,041,790CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$180.3M0.12%1,868,286CommonSOLE
60937P106MDBMONGODB INC$179.6M0.12%578,725CommonSOLE
233331107DTEDTE ENERGY CO$179.6M0.12%1,269,988CommonSOLE
74624M102PPURE STORAGE INC$175.9M0.11%2,099,364CommonSOLE
688239201OSKOSHKOSH CORP$174.9M0.11%1,355,860CommonSOLE
30161N101EXCEXELON CORP$174.7M0.11%3,921,231CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$173.8M0.11%891,336CommonSOLE
690742101OCOWENS CORNING NEW$173.2M0.11%1,228,640CommonSOLE
34354P105FLSFLOWSERVE CORP$171.6M0.11%3,230,118CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$171.2M0.11%726,949CommonSOLE
40412C101HCAHCA HEALTHCARE INC$170.0M0.11%399,197CommonSOLE
031100100AMEAMETEK INC$169.6M0.11%904,034CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$169.1M0.11%569,167CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$169.0M0.11%586,929CommonSOLE
75513E101RTXRTX CORPORATION$169.0M0.11%1,019,840CommonSOLE
456788108INFYINFOSYS LTD$168.9M0.11%10,382,908CommonSOLE
860630102SFSTIFEL FINL CORP$168.6M0.11%1,485,503CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$168.0M0.11%2,164,485CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$167.7M0.11%2,963,545CommonSOLE
42226A107HQYHEALTHEQUITY INC$167.2M0.11%1,764,268CommonSOLE
929160109VMCVULCAN MATLS CO$166.9M0.11%543,500CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$165.7M0.11%951,088CommonSOLE
912008109USFDUS FOODS HLDG CORP$165.6M0.11%2,161,366CommonSOLE
548661107LOWLOWES COS INC$164.9M0.11%656,222CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$164.9M0.11%714,285CommonSOLE
16411R208LNGCHENIERE ENERGY INC$163.8M0.11%698,341CommonSOLE
90384S303ULTAULTA BEAUTY INC$163.1M0.10%298,338CommonSOLE
80004C200SNDKSANDISK CORP$163.1M0.10%1,453,271CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$162.3M0.10%335,308CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$162.2M0.10%1,919,194CommonSOLE
G7S00T104PNRPENTAIR PLC$161.8M0.10%1,472,500CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$161.1M0.10%2,081,346CommonSOLE
191098102COKECOCA COLA CONS INC$160.5M0.10%1,369,718CommonSOLE
501044101KRKROGER CO$160.2M0.10%2,407,103CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$160.1M0.10%1,888,335CommonSOLE
98138H101WDAYWORKDAY INC$159.9M0.10%664,247CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$157.9M0.10%12,500,366CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$157.5M0.10%1,885,969CommonSOLE
G0176J109ALLEALLEGION PLC$156.6M0.10%885,136CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$156.4M0.10%696,393CommonSOLE
127190304CACICACI INTL INC$156.1M0.10%318,497CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$156.0M0.10%223,549CommonSOLE
204166102CVLTCOMMVAULT SYS INC$155.9M0.10%825,575CommonSOLE
278642103EBAYEBAY INC.$155.2M0.10%1,706,745CommonSOLE
314211103FHIFEDERATED HERMES INC$155.1M0.10%2,986,172CommonSOLE
907818108UNPUNION PAC CORP$154.4M0.10%653,321CommonSOLE
002824100ABTABBOTT LABS$154.4M0.10%1,159,579CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$154.4M0.10%594,970CommonSOLE
254687106DISDISNEY WALT CO$154.0M0.10%1,350,022CommonSOLE
044186104ASHASHLAND INC$153.2M0.10%3,256,398CommonSOLE
92276F100VTRVENTAS INC$153.2M0.10%2,212,678CommonSOLE
29444U700EQIXEQUINIX INC$153.1M0.10%195,883CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$153.1M0.10%2,020,346CommonSOLE
46090E103QQQINVESCO QQQ TR$152.0M0.10%253,226CommonSOLE
05329W102ANAUTONATION INC$152.0M0.10%697,927CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$151.6M0.10%2,819,128CommonSOLE
95040Q104WELLWELLTOWER INC$151.1M0.10%853,470CommonSOLE
46982L108JJACOBS SOLUTIONS INC$151.0M0.10%1,015,433CommonSOLE
747525103QCOMQUALCOMM INC$149.1M0.10%900,377CommonSOLE
857477103STTSTATE STR CORP$148.9M0.10%1,283,435CommonSOLE
482480100KLACKLA CORP$148.8M0.10%139,327CommonSOLE
G25508105CRHCRH PLC$148.4M0.10%1,237,307CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$147.6M0.09%566,172CommonSOLE
94419L101WWAYFAIR INC$147.2M0.09%1,647,726CommonSOLE
172062101CINFCINCINNATI FINL CORP$146.3M0.09%931,177CommonSOLE
032654105ADIANALOG DEVICES INC$146.3M0.09%595,348CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$146.1M0.09%2,213,556CommonSOLE
00912X302ALAIR LEASE CORP$145.3M0.09%2,283,492CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$144.9M0.09%1,175,772CommonSOLE
457187102INGRINGREDION INC$144.7M0.09%1,191,118CommonSOLE
G3922B107GGENPACT LIMITED$144.2M0.09%3,443,472CommonSOLE
488401100KMPRKEMPER CORP$143.3M0.09%2,780,270CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$143.3M0.09%498,750CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$142.9M0.09%545,879CommonSOLE
778296103ROSTROSS STORES INC$142.8M0.09%936,994CommonSOLE
384802104GWWGRAINGER W W INC$141.9M0.09%149,920CommonSOLE
001055102AFLAFLAC INC$141.2M0.09%1,264,090CommonSOLE
617700109MORNMORNINGSTAR INC$141.1M0.09%608,244CommonSOLE
143130102KMXCARMAX INC$140.5M0.09%3,149,442CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$140.4M0.09%3,704,326CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$140.3M0.09%2,859,043CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$140.2M0.09%2,091,300CommonSOLE
74340W103PLDPROLOGIS INC.$140.1M0.09%1,232,098CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$140.0M0.09%2,354,139CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$139.4M0.09%685,429CommonSOLE
902973304USBUS BANCORP DEL$139.1M0.09%2,879,113CommonSOLE
637417106NNNNNN REIT INC$138.8M0.09%3,281,014CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$138.6M0.09%1,302,107CommonSOLE
410867105THGHANOVER INS GROUP INC$138.0M0.09%763,431CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$137.3M0.09%1,605,356CommonSOLE
100557107SAMBOSTON BEER INC$136.8M0.09%647,060CommonSOLE
665859104NTRSNORTHERN TR CORP$136.7M0.09%1,019,531CommonSOLE
07831C103BRBRBELLRING BRANDS INC$136.3M0.09%3,748,812CommonSOLE
205887102CAGCONAGRA BRANDS INC$135.3M0.09%7,459,654CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$135.2M0.09%783,144CommonSOLE
783549108RRYDER SYS INC$134.9M0.09%720,108CommonSOLE
74758T303QLYSQUALYS INC$133.8M0.09%1,010,769CommonSOLE
731068102PIIPOLARIS INC$132.6M0.09%2,281,101CommonSOLE
093671105HRBBLOCK H & R INC$131.0M0.08%2,593,290CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$130.8M0.08%262,209CommonSOLE
58733R102MELIMERCADOLIBRE INC$130.1M0.08%55,687CommonSOLE
03852U106ARMKARAMARK$129.3M0.08%3,367,964CommonSOLE
03831W108APPAPPLOVIN CORP$129.1M0.08%182,491CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$128.9M0.08%283,102CommonSOLE
30040W108ESEVERSOURCE ENERGY$127.1M0.08%1,800,618CommonSOLE
26875P101EOGEOG RES INC$126.9M0.08%1,132,030CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$126.9M0.08%790,169CommonSOLE
070830104BBWIBATH & BODY WORKS INC$126.8M0.08%4,921,968CommonSOLE
G87052109TELTE CONNECTIVITY PLC$126.7M0.08%579,841CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$126.3M0.08%680,102CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$126.3M0.08%665,088CommonSOLE
084423102WRBBERKLEY W R CORP$126.1M0.08%1,648,913CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$125.3M0.08%1,507,209CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$125.1M0.08%2,987,566CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$125.1M0.08%4,187,177CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$125.0M0.08%726,490CommonSOLE
980745103WWDWOODWARD INC$124.2M0.08%499,221CommonSOLE
91913Y100VLOVALERO ENERGY CORP$122.6M0.08%720,222CommonSOLE
444859102HUMHUMANA INC$122.2M0.08%469,512CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$121.2M0.08%4,951,190CommonSOLE
406216101HALHALLIBURTON CO$121.1M0.08%4,923,255CommonSOLE
219350105GLWCORNING INC$121.0M0.08%1,496,928CommonSOLE
18915M107NETCLOUDFLARE INC$120.9M0.08%563,248CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$120.5M0.08%1,219,079CommonSOLE
693718108PCARPACCAR INC$119.7M0.08%1,217,142CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$119.6M0.08%4,211,529CommonSOLE
191216100KOCOCA COLA CO$118.6M0.08%1,791,112CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$118.6M0.08%483,594CommonSOLE
053807103AVTAVNET INC$118.0M0.08%2,265,679CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$117.0M0.08%1,774,729CommonSOLE
149123101CATCATERPILLAR INC$116.9M0.07%246,400CommonSOLE
172908105CTASCINTAS CORP$116.5M0.07%572,070CommonSOLE
03674X106ARANTERO RESOURCES CORP$116.4M0.07%3,467,536CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$114.4M0.07%1,171,851CommonSOLE
651587107NEUNEWMARKET CORP$114.2M0.07%137,943CommonSOLE
052800109ALVAUTOLIV INC$114.1M0.07%923,700CommonSOLE
115236101BROBROWN & BROWN INC$113.0M0.07%1,204,318CommonSOLE
172755100CRUSCIRRUS LOGIC INC$112.2M0.07%896,466CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$112.2M0.07%434,422CommonSOLE
126117100CNACNA FINL CORP$112.1M0.07%2,430,606CommonSOLE
95082P105WCCWESCO INTL INC$112.0M0.07%529,618CommonSOLE
038222105AMATAPPLIED MATLS INC$111.7M0.07%545,464CommonSOLE
G02602103DOXAMDOCS LTD$111.3M0.07%1,368,944CommonSOLE
832696405SJMSMUCKER J M CO$111.2M0.07%1,029,222CommonSOLE
969457100WMBWILLIAMS COS INC$110.8M0.07%1,748,307CommonSOLE
013091103ACIALBERTSONS COS INC$110.0M0.07%6,283,584CommonSOLE
736508847PORPORTLAND GEN ELEC CO$109.4M0.07%2,497,281CommonSOLE
920253101VMIVALMONT INDS INC$108.9M0.07%282,610CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$108.4M0.07%4,454,876CommonSOLE
127097103CTRACOTERRA ENERGY INC$108.2M0.07%4,573,111CommonSOLE
38526M106LOPEGRAND CANYON ED INC$108.1M0.07%496,080CommonSOLE
025816109AXPAMERICAN EXPRESS CO$108.0M0.07%325,192CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$107.7M0.07%3,825,946CommonSOLE
45073V108ITTITT INC$107.7M0.07%605,438CommonSOLE
447011107HUNHUNTSMAN CORP$106.9M0.07%12,062,972CommonSOLE
384637104GHCGRAHAM HLDGS CO$106.4M0.07%90,709CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$106.3M0.07%537,679CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$105.9M0.07%5,871,169CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$105.9M0.07%628,432CommonSOLE
227046109CROXCROCS INC$105.8M0.07%1,266,799CommonSOLE
949746101WMT2WELLS FARGO CO NEW$105.8M0.07%1,262,055CommonSOLE
681919106OMCOMNICOM GROUP INC$105.5M0.07%1,293,739CommonSOLE
580135101MCDMCDONALDS CORP$104.6M0.07%344,972CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$104.0M0.07%1,711,154CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$103.9M0.07%3,939,544CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$103.5M0.07%960,690CommonSOLE
20825C104COPCONOCOPHILLIPS$103.3M0.07%1,092,021CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$103.1M0.07%970,671CommonSOLE
405024100HAEHAEMONETICS CORP MASS$102.8M0.07%2,128,878CommonSOLE
143658300CCL1EURCARNIVAL CORP$102.7M0.07%3,551,372CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$101.7M0.07%2,267,939CommonSOLE
00508Y102AYIACUITY INC$101.6M0.07%297,407CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$101.5M0.07%4,487,354CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$101.0M0.06%2,576,612CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$100.8M0.06%1,977,960CommonSOLE
126408103CSXCSX CORP$99.9M0.06%2,820,990CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$99.8M0.06%397,027CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$98.9M0.06%3,087,363CommonSOLE
192422103CGNXCOGNEX CORP$97.9M0.06%2,161,987CommonSOLE
781154109RBRKRUBRIK INC.$97.8M0.06%1,189,403CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$97.7M0.06%1,127,644CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$97.5M0.06%623,059CommonSOLE
30063P105EXKEXACT SCIENCES CORP$97.5M0.06%1,817,177CommonSOLE
90353W103UIUBIQUITI INC$97.4M0.06%147,407CommonSOLE
20717M1038QRCONFLUENT INC$97.1M0.06%4,904,459CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$96.6M0.06%693,721CommonSOLE
74164M108PRIPRIMERICA INC$96.1M0.06%347,531CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$95.7M0.06%973,091CommonSOLE
833034101SNASNAP ON INC$95.6M0.06%276,162CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$93.9M0.06%944,696CommonSOLE
466313103JBLJABIL INC$93.6M0.06%431,099CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$93.5M0.06%2,607,792CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$93.3M0.06%5,480,987CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$93.2M0.06%1,291,646CommonSOLE
75281A109RRCRANGE RES CORP$91.9M0.06%2,440,277CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$91.6M0.06%929,899CommonSOLE
826919102SLABSILICON LABORATORIES INC$91.1M0.06%701,919CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$91.0M0.06%698,941CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$90.9M0.06%1,103,565CommonSOLE
835495102SONSONOCO PRODS CO$90.7M0.06%2,117,022CommonSOLE
670346105NUENUCOR CORP$90.5M0.06%668,498CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$90.3M0.06%721,672CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$90.2M0.06%326,139CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$90.1M0.06%5,218,145CommonSOLE
G29183103ETNEATON CORP PLC$88.6M0.06%239,597CommonSOLE
817565104SCISERVICE CORP INTL$88.1M0.06%1,059,188CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$87.9M0.06%7,672,437CommonSOLE
679295105OKTAOKTA INC$86.9M0.06%947,738CommonSOLE
26884U109EPREPR PPTYS$86.9M0.06%1,518,403CommonSOLE
G5509L101LIVNLIVANOVA PLC$86.9M0.06%1,658,977CommonSOLE
98389B100XELXCEL ENERGY INC$86.7M0.06%1,077,670CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$86.5M0.06%1,963,973CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$85.8M0.05%1,815,821CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$85.8M0.05%538,986CommonSOLE
526107107LIILENNOX INTL INC$85.5M0.05%162,935CommonSOLE
45168D104IDXXIDEXX LABS INC$85.4M0.05%135,154CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$84.8M0.05%940,141CommonSOLE
880770102TERTERADYNE INC$84.7M0.05%626,960CommonSOLE
092113109BKHBLACK HILLS CORP$84.6M0.05%1,374,050CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$84.6M0.05%90,589CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$84.4M0.05%841,483CommonSOLE
70202L102PSNPARSONS CORP DEL$84.3M0.05%1,019,373CommonSOLE
294429105EFXEQUIFAX INC$84.2M0.05%328,592CommonSOLE
049560105ATOATMOS ENERGY CORP$83.3M0.05%488,194CommonSOLE
88076W103TDCTERADATA CORP DEL$83.0M0.05%3,858,729CommonSOLE
343412102FLRFLUOR CORP NEW$82.6M0.05%1,963,964CommonSOLE
56585A102MPCMARATHON PETE CORP$82.6M0.05%428,615CommonSOLE
G3198U102ESNTESSENT GROUP LTD$82.4M0.05%1,296,964CommonSOLE
609207105MDLZMONDELEZ INTL INC$81.7M0.05%1,308,203CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$81.7M0.05%645,280CommonSOLE
G3265R107APTVAPTIV PLC$81.7M0.05%947,375CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$81.7M0.05%1,589,279CommonSOLE
89531P105TREXTREX CO INC$81.5M0.05%1,598,001CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$81.1M0.05%7,318,491CommonSOLE
775711104ROLROLLINS INC$80.8M0.05%1,375,276CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$80.4M0.05%1,005,245CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$79.6M0.05%264,797CommonSOLE
693506107PPGPPG INDS INC$79.0M0.05%753,391CommonSOLE
626755102MUSAMURPHY USA INC$78.8M0.05%203,064CommonSOLE
224408104CRCRANE COMPANY$78.3M0.05%431,048CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$78.1M0.05%2,403,608CommonSOLE
959802109WUWESTERN UN CO$78.1M0.05%9,784,438CommonSOLE
30034W106EVRGEVERGY INC$78.0M0.05%1,030,606CommonSOLE
125269100CFCF INDS HLDGS INC$77.4M0.05%862,926CommonSOLE
95058W100WENWENDYS CO$77.2M0.05%8,478,244CommonSOLE
16359R103CHECHEMED CORP NEW$77.1M0.05%172,110CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$77.0M0.05%3,020,158CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$76.2M0.05%348,428CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$76.0M0.05%1,924,572CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$75.5M0.05%6,923,184CommonSOLE
69318G106PBFPBF ENERGY INC$75.5M0.05%2,503,283CommonSOLE
626717102MURMURPHY OIL CORP$75.5M0.05%2,656,394CommonSOLE
G39108108GTESGATES INDL CORP PLC$75.3M0.05%3,035,150CommonSOLE
81730H109SSENTINELONE INC$74.8M0.05%4,246,608CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$74.4M0.05%1,245,068CommonSOLE
87612E106TGTTARGET CORP$74.2M0.05%834,912CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$74.1M0.05%1,396,245CommonSOLE
68268W103OMFONEMAIN HLDGS INC$74.0M0.05%1,310,435CommonSOLE
94106L109WMWASTE MGMT INC DEL$73.5M0.05%334,161CommonSOLE
88023B103TEMTEMPUS AI INC$73.0M0.05%904,872CommonSOLE

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.