InvestInfoAI
ADAGE CAPITAL PARTNERS GP, L.L.C.

Q4 2025 · 13F-HR

ADAGE CAPITAL PARTNERS GP, L.L.C.holdings as filed

Filed 2026-02-17 · accession 0001172661-26-000912

$66.08B
Reported value
905
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · ADAGE CAPITAL PARTNERS GP, L.L.C. · Q4 2025

AI · grounded in 13F

ADAGE CAPITAL PARTNERS GP, L.L.C. increased its position in MRK by 155.10%. The fund closed its position in ETNBGBP, resulting in a decrease of $133.73M. Other notable moves include a 40.90% increase in 430 and a 76.05% reduction in INSM.

Holdings as filed

First 500 of 905

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.15B6.28%22,258,110CommonSOLE
037833100AAPLAPPLE INC$3.60B5.44%13,226,554CommonSOLE
594918104MSFTMICROSOFT CORP$3.21B4.85%6,627,143CommonSOLE
023135106AMZNAMAZON COM INC$2.09B3.17%9,064,760CommonSOLE
02079K305GOOGLALPHABET INC$1.64B2.49%5,253,800CommonSOLE
11135F101AVGOBROADCOM INC$1.46B2.21%4,222,056CommonSOLE
30303M102METAMETA PLATFORMS INC$1.33B2.01%2,016,435CommonSOLE
02079K107GOOGALPHABET INC$1.31B1.98%4,179,120CommonSOLE
88160R101TSLATESLA INC$1.11B1.68%2,472,800CommonSOLE
532457108LLYELI LILLY & CO$894.4M1.35%832,292CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$826.1M1.25%1,643,469CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$782.5M1.18%2,428,466CommonSOLE
20825C104COPCONOCOPHILLIPS$658.8M1.00%7,037,277CommonSOLE
92826C839VVISA INC$528.6M0.80%1,507,340CommonSOLE
478160104JNJJOHNSON & JOHNSON$457.5M0.69%2,210,913CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$453.7M0.69%11,740,594CommonSOLE
931142103WMTWALMART INC$431.5M0.65%3,873,326CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$417.1M0.63%730,560CommonSOLE
742718109PGPROCTER AND GAMBLE CO$404.5M0.61%2,822,220CommonSOLE
64110L106NFLXNETFLIX INC$378.4M0.57%4,035,830CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$367.0M0.56%2,064,600CommonSOLE
437076102HDHOME DEPOT INC$365.3M0.55%1,061,656CommonSOLE
68389X105ORCLORACLE CORP$364.5M0.55%1,870,116CommonSOLE
060505104BACBANK AMERICA CORP$357.8M0.54%6,505,273CommonSOLE
00287Y109ABBVABBVIE INC$344.7M0.52%1,508,715CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$335.9M0.51%389,577CommonSOLE
097023105BABOEING CO$333.3M0.50%1,534,944CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$326.9M0.49%564,168CommonSOLE
30231G102XOMEXXON MOBIL CORP$320.3M0.48%2,661,722CommonSOLE
595112103MUMICRON TECHNOLOGY INC$317.0M0.48%1,110,803CommonSOLE
260003108DOVDOVER CORP$303.8M0.46%1,556,098CommonSOLE
17275R102CSCOCISCO SYS INC$301.0M0.46%3,907,721CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$296.6M0.45%1,384,794CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$285.3M0.43%864,352CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$284.5M0.43%965,313CommonSOLE
58933Y105MRKMERCK & CO INC$282.9M0.43%2,687,850CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$282.2M0.43%11,281,741CommonSOLE
79466L302CRMSALESFORCE INC$280.7M0.42%1,059,439CommonSOLE
369604301GEGE AEROSPACE$273.0M0.41%886,363CommonSOLE
166764100CVXCHEVRON CORP NEW$271.3M0.41%1,780,166CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$261.8M0.40%883,890CommonSOLE
949746101WMT2WELLS FARGO CO NEW$251.4M0.38%2,697,196CommonSOLE
191216100KOCOCA COLA CO$239.4M0.36%3,425,082CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$231.7M0.35%10,677,894CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$230.4M0.35%798,093CommonSOLE
718172109PMPHILIP MORRIS INTL INC$225.7M0.34%1,406,954CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$224.2M0.34%5,550,000CommonSOLE
254687106DISDISNEY WALT CO$223.2M0.34%1,961,725CommonSOLE
512807306LRCXLAM RESEARCH CORP$221.1M0.33%1,291,620CommonSOLE
64361Q101VNOMVIPER ENERGY INC$220.6M0.33%5,711,539CommonSOLE
149123101CATCATERPILLAR INC$220.2M0.33%384,378CommonSOLE
443510607HUBBHUBBELL INC$217.1M0.33%488,897CommonSOLE
69047Q102OVVOVINTIV INC$214.1M0.32%5,462,109CommonSOLE
G0403H108AONAON PLC$214.0M0.32%606,569CommonSOLE
002824100ABTABBOTT LABS$210.6M0.32%1,681,202CommonSOLE
75513E101RTXRTX CORPORATION$209.6M0.32%1,142,869CommonSOLE
94106L109WMWASTE MGMT INC DEL$201.8M0.31%918,710CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$198.6M0.30%2,082,360CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$198.0M0.30%889,472CommonSOLE
G54950103LINLINDE PLC$197.8M0.30%463,935CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$192.8M0.29%340,505CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$191.5M0.29%217,889CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$189.8M0.29%2,630,966CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$186.2M0.28%1,555,271CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$175.7M0.27%2,205,555CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$170.8M0.26%1,709,639CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$166.6M0.25%1,954,631CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$166.4M0.25%9,786,061CommonSOLE
580135101MCDMCDONALDS CORP$165.5M0.25%541,602CommonSOLE
235851102DHRDANAHER CORPORATION$165.3M0.25%722,084CommonSOLE
038222105AMATAPPLIED MATLS INC$164.9M0.25%641,726CommonSOLE
03831W108APPAPPLOVIN CORP$164.7M0.25%244,400CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$164.4M0.25%4,035,772CommonSOLE
617446448MSMORGAN STANLEY$163.8M0.25%922,634CommonSOLE
172967424CCITIGROUP INC$163.3M0.25%1,399,186CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$163.2M0.25%4,456,292CommonSOLE
747525103QCOMQUALCOMM INC$160.5M0.24%938,521CommonSOLE
461202103INTUINTUIT$160.1M0.24%241,700CommonSOLE
00206R102TAT&T INC$159.2M0.24%6,407,539CommonSOLE
816851109SRESEMPRA$154.9M0.23%1,754,370CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$151.8M0.23%28,350CommonSOLE
36828A101GEVGE VERNOVA INC$150.3M0.23%229,899CommonSOLE
458140100INTCINTEL CORP$150.2M0.23%4,070,054CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$148.5M0.22%1,818,000CommonSOLE
713448108PEPPEPSICO INC$148.2M0.22%1,032,879CommonSOLE
032095101APHAMPHENOL CORP NEW$147.7M0.22%1,092,620CommonSOLE
78409V104SPGIS&P GLOBAL INC$143.5M0.22%274,620CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$143.5M0.22%534,822CommonSOLE
576485205MTDRMATADOR RES CO$142.9M0.22%3,365,997CommonSOLE
025816109AXPAMERICAN EXPRESS CO$141.2M0.21%381,588CommonSOLE
126408103CSXCSX CORP$138.9M0.21%3,832,708CommonSOLE
29444U700EQIXEQUINIX INC$138.4M0.21%180,668CommonSOLE
81762P102NOWSERVICENOW INC$136.6M0.21%891,900CommonSOLE
126650100CVSCVS HEALTH CORP$136.6M0.21%1,721,266CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$133.0M0.20%548,928CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$131.9M0.20%1,648,496CommonSOLE
701094104PHPARKER-HANNIFIN CORP$129.4M0.20%147,168CommonSOLE
778296103ROSTROSS STORES INC$128.4M0.19%712,586CommonSOLE
482480100KLACKLA CORP$127.4M0.19%104,854CommonSOLE
25746U109DDOMINION ENERGY INC$125.5M0.19%2,141,911CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$123.5M0.19%272,474CommonSOLE
00724F101ADBEADOBE INC$123.5M0.19%352,878CommonSOLE
872540109TJXTJX COS INC NEW$123.3M0.19%802,548CommonSOLE
G5960L103MDTMEDTRONIC PLC$122.4M0.19%1,273,871CommonSOLE
882508104TXNTEXAS INSTRS INC$122.2M0.18%704,244CommonSOLE
125523100CITHE CIGNA GROUP$120.6M0.18%438,151CommonSOLE
G7997W102SDRLSEADRILL LTD$120.6M0.18%3,484,940CommonSOLE
040413205ANETARISTA NETWORKS INC$120.2M0.18%917,200CommonSOLE
09290D101BLKBLACKROCK INC$119.3M0.18%111,464CommonSOLE
03674X106ARANTERO RESOURCES CORP$118.5M0.18%3,438,110CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$115.3M0.17%1,243,850CommonSOLE
548661107LOWLOWES COS INC$114.0M0.17%472,905CommonSOLE
H1467J104CBCHUBB LIMITED$113.9M0.17%364,883CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$113.1M0.17%3,923,383CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$111.8M0.17%2,927,000CommonSOLE
092113109BKHBLACK HILLS CORP$110.5M0.17%1,592,000CommonSOLE
G25508105CRHCRH PLC$109.8M0.17%880,100CommonSOLE
30063P105EXKEXACT SCIENCES CORP$108.4M0.16%1,067,342CommonSOLE
285512109EAELECTRONIC ARTS INC$107.5M0.16%526,018CommonSOLE
231021106CMICUMMINS INC$107.0M0.16%209,666CommonSOLE
252131107DXCMDEXCOM INC$105.4M0.16%1,587,550CommonSOLE
032654105ADIANALOG DEVICES INC$103.4M0.16%381,414CommonSOLE
375558103GILDGILEAD SCIENCES INC$103.2M0.16%841,165CommonSOLE
65339F101NEENEXTERA ENERGY INC$103.1M0.16%1,284,129CommonSOLE
92276F100VTRVENTAS INC$102.6M0.16%1,326,026CommonSOLE
09260D107BXBLACKSTONE INC$101.2M0.15%656,700CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$101.2M0.15%5,172,000CommonSOLE
G29183103ETNEATON CORP PLC$100.4M0.15%315,070CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$99.6M0.15%281,977CommonSOLE
477839104JBTMJBT MAREL CORPORATION$99.5M0.15%660,361CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$97.3M0.15%207,600CommonSOLE
91529Y106UNMUNUM GROUP$96.9M0.15%1,250,000CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$96.8M0.15%2,800,000CommonSOLE
743315103PGRPROGRESSIVE CORP$96.8M0.15%424,985CommonSOLE
718546104PSXPHILLIPS 66$95.3M0.14%738,801CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$95.1M0.14%328,004CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$94.0M0.14%10,607,924CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$93.5M0.14%1,923,945CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$93.2M0.14%548,000CommonSOLE
84857L101SRSPIRE INC$92.9M0.14%1,123,220CommonSOLE
402635502GPORGULFPORT ENERGY CORP$92.8M0.14%446,227CommonSOLE
428103105HESMHESS MIDSTREAM LP$92.3M0.14%2,675,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$92.1M0.14%3,081,159CommonSOLE
15135U109CVECENOVUS ENERGY INC$90.8M0.14%5,368,262CommonSOLE
58155Q103MCKMCKESSON CORP$90.8M0.14%110,660CommonSOLE
95040Q104WELLWELLTOWER INC$90.1M0.14%485,306CommonSOLE
031162100AMGNAMGEN INC$89.8M0.14%274,292CommonSOLE
369550108GDGENERAL DYNAMICS CORP$88.8M0.13%263,910CommonSOLE
12504L109CBRECBRE GROUP INC$88.4M0.13%549,600CommonSOLE
30034W106EVRGEVERGY INC$87.6M0.13%1,207,882CommonSOLE
02209S103MOALTRIA GROUP INC$87.5M0.13%1,517,232CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$86.3M0.13%975,000CommonSOLE
30233G209EYPTEYEPOINT INC$85.9M0.13%4,700,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$85.1M0.13%274,325CommonSOLE
651639106NEMNEWMONT CORP$84.5M0.13%846,300CommonSOLE
244199105DEDEERE & CO$84.3M0.13%181,114CommonSOLE
438516106HONHONEYWELL INTL INC$83.6M0.13%428,417CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$83.4M0.13%514,759CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$83.1M0.13%1,610,000CommonSOLE
855244109SBUXSTARBUCKS CORP$82.7M0.13%982,509CommonSOLE
74340W103PLDPROLOGIS INC.$82.3M0.12%644,529CommonSOLE
826919102SLABSILICON LABORATORIES INC$80.6M0.12%616,475CommonSOLE
443201108HWMHOWMET AEROSPACE INC$80.6M0.12%393,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$80.3M0.12%709,900CommonSOLE
872590104TMUST-MOBILE US INC$80.1M0.12%394,734CommonSOLE
92243G108PCVXVAXCYTE INC$79.6M0.12%1,725,000CommonSOLE
48251W104KKRKKR & CO INC$79.1M0.12%620,400CommonSOLE
871607107SNPSSYNOPSYS INC$79.0M0.12%168,144CommonSOLE
654106103NKENIKE INC$78.7M0.12%1,234,961CommonSOLE
436440101HO1HOLOGIC INC$78.3M0.12%1,051,259CommonSOLE
00508Y102AYIACUITY INC$78.2M0.12%217,335CommonSOLE
49177J102KVUEKENVUE INC$78.1M0.12%4,529,558CommonSOLE
73278L105POOLPOOL CORP$77.7M0.12%339,716CommonSOLE
25809K105DASHDOORDASH INC$76.4M0.12%337,500CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$74.2M0.11%422,605CommonSOLE
00370M103ABVXABIVAX SA$74.2M0.11%550,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$74.0M0.11%152,993CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$74.0M0.11%2,803,944CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$73.1M0.11%629,516CommonSOLE
609207105MDLZMONDELEZ INTL INC$72.9M0.11%1,354,197CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$72.9M0.11%907,750CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$71.7M0.11%204,593CommonSOLE
693718108PCARPACCAR INC$71.1M0.11%649,198CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$70.6M0.11%77,852CommonSOLE
12572Q105CMECME GROUP INC$70.4M0.11%257,754CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$69.6M0.11%156,078CommonSOLE
615369105MCOMOODYS CORP$68.8M0.10%134,754CommonSOLE
37045V100GMGENERAL MTRS CO$68.5M0.10%842,186CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$68.4M0.10%1,260,000CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$67.9M0.10%264,575CommonSOLE
893641100TDGTRANSDIGM GROUP INC$67.8M0.10%50,994CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$67.4M0.10%215,745CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$67.1M0.10%367,578CommonSOLE
209115104EDCONSOLIDATED EDISON INC$67.1M0.10%675,844CommonSOLE
N07059210ASMLASML HOLDING N V$66.9M0.10%62,500CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$66.5M0.10%621,585CommonSOLE
G87052109TELTE CONNECTIVITY PLC$66.2M0.10%290,844CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$65.8M0.10%1,296,400CommonSOLE
902973304USBUS BANCORP DEL$65.7M0.10%1,231,330CommonSOLE
03073E105CORCENCORA INC$65.4M0.10%193,500CommonSOLE
22052L104CTVACORTEVA INC$65.0M0.10%970,037CommonSOLE
670703107NUVLNUVALENT INC$64.7M0.10%643,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$63.6M0.10%82,446CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$62.9M0.10%161,558CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$62.6M0.09%243,176CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$62.5M0.09%684,900CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$62.2M0.09%311,657CommonSOLE
219350105GLWCORNING INC$61.7M0.09%704,321CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$60.8M0.09%613,000CommonSOLE
278865100ECLECOLAB INC$60.4M0.09%230,125CommonSOLE
69331C108PCGPG&E CORP$60.0M0.09%3,734,300CommonSOLE
717081103PFEPFIZER INC$59.9M0.09%2,406,593CommonSOLE
92840M102VSTVISTRA CORP$59.7M0.09%370,100CommonSOLE
35137L204FOXFOX CORP$59.0M0.09%908,965CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$58.9M0.09%211,300CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$58.2M0.09%263,332CommonSOLE
04621X108AIZASSURANT INC$57.9M0.09%240,240CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$57.7M0.09%150,564CommonSOLE
631103108NDAQNASDAQ INC$57.7M0.09%593,947CommonSOLE
253868103DLRDIGITAL RLTY TR INC$57.5M0.09%371,500CommonSOLE
889478103TOLTOLL BROTHERS INC$57.3M0.09%424,000CommonSOLE
G3265R107APTVAPTIV PLC$57.1M0.09%750,100CommonSOLE
291011104EMREMERSON ELEC CO$56.9M0.09%429,078CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$56.9M0.09%765,835CommonSOLE
31428X106FDXFEDEX CORP$56.6M0.09%196,004CommonSOLE
466313103JBLJABIL INC$56.3M0.09%246,791CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$56.1M0.08%4,625,050CommonSOLE
65473P105NINISOURCE INC$55.8M0.08%1,335,862CommonSOLE
29364G103ETRENTERGY CORP NEW$55.8M0.08%603,204CommonSOLE
88579Y101MMM3M CO$55.5M0.08%346,519CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$55.4M0.08%108,392CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$55.0M0.08%288,000CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$54.9M0.08%123,331CommonSOLE
74935Q107RBARB GLOBAL INC$54.9M0.08%533,621CommonSOLE
98419M100XYLXYLEM INC$54.7M0.08%401,793CommonSOLE
46284V101IRMIRON MTN INC DEL$54.5M0.08%656,852CommonSOLE
98389B100XELXCEL ENERGY INC$54.2M0.08%734,191CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$54.0M0.08%373,200CommonSOLE
767204100RIORIO TINTO PLC$54.0M0.08%674,602CommonSOLE
146869102CVNACARVANA CO$53.9M0.08%127,700CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$53.7M0.08%2,036,828CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$52.8M0.08%1,056,000CommonSOLE
806857108SLBSLB LIMITED$52.7M0.08%1,373,667CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$52.4M0.08%812,500CommonSOLE
457669307INSMINSMED INC$52.2M0.08%300,000CommonSOLE
69349H107TXNMTXNM ENERGY INC$52.0M0.08%883,320CommonSOLE
09062X103BIIBBIOGEN INC$51.8M0.08%294,357CommonSOLE
053332102AZOAUTOZONE INC$50.9M0.08%15,015CommonSOLE
443573100HUBSHUBSPOT INC$50.2M0.08%125,000CommonSOLE
G5S37H101MRXMAREX GROUP PLC$50.1M0.08%1,305,455CommonSOLE
222795502CUZCOUSINS PPTYS INC$49.9M0.08%1,935,048CommonSOLE
629377508NRGNRG ENERGY INC$49.9M0.08%313,052CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$49.8M0.08%238,468CommonSOLE
451107106IDAIDACORP INC$49.7M0.08%392,500CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$49.6M0.08%169,059CommonSOLE
052769106ADSKAUTODESK INC$49.5M0.07%167,289CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$49.5M0.07%86,748CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$49.4M0.07%643,922CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$49.3M0.07%1,406,631CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$49.0M0.07%266,004CommonSOLE
45167R104IEXIDEX CORP$48.7M0.07%273,476CommonSOLE
172908105CTASCINTAS CORP$48.6M0.07%258,400CommonSOLE
896239100TRMBTRIMBLE INC$48.5M0.07%618,822CommonSOLE
009158106APDAIR PRODS & CHEMS INC$48.4M0.07%195,940CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$48.2M0.07%2,370,244CommonSOLE
40131M109GHGUARDANT HEALTH INC$47.5M0.07%464,905CommonSOLE
40412C101HCAHCA HEALTHCARE INC$47.5M0.07%101,700CommonSOLE
59156R108METMETLIFE INC$47.3M0.07%599,626CommonSOLE
001055102AFLAFLAC INC$47.0M0.07%425,874CommonSOLE
70975L107PENPENUMBRA INC$46.6M0.07%150,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$46.6M0.07%206,000CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$46.4M0.07%792,386CommonSOLE
224408104CRCRANE COMPANY$46.3M0.07%251,000CommonSOLE
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65341B106XIFRXPLR INFRASTRUCTURE LP$46.0M0.07%4,600,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$45.8M0.07%248,776CommonSOLE
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398182303AHRAMERICAN HEALTHCARE REIT INC$45.2M0.07%960,000CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$44.6M0.07%2,580,571CommonSOLE
958102105WDCWESTERN DIGITAL CORP$44.6M0.07%258,637CommonSOLE
74762E102QUREQUANTA SVCS INC$44.5M0.07%105,524CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$44.4M0.07%2,140,375CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$43.8M0.07%320,694CommonSOLE
460146103IPINTERNATIONAL PAPER CO$43.8M0.07%1,112,692CommonSOLE
902788108UMBFUMB FINL CORP$43.7M0.07%380,211CommonSOLE
G32089107ETORETORO GROUP LTD$43.6M0.07%1,240,339CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$43.5M0.07%179,003CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$43.3M0.07%429,129CommonSOLE
969457100WMBWILLIAMS COS INC$42.9M0.06%713,699CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$42.7M0.06%559,479CommonSOLE
009066101ABNBAIRBNB INC$42.5M0.06%313,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$42.4M0.06%260,400CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$41.8M0.06%639,467CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$41.7M0.06%192,208CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$41.7M0.06%487,138CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$41.4M0.06%159,803CommonSOLE
15677J108DAYDAYFORCE INC$41.1M0.06%594,500CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$40.8M0.06%370,000CommonSOLE
819047101SHAKSHAKE SHACK INC$40.8M0.06%503,000CommonSOLE
247361702DALDELTA AIR LINES INC DEL$40.6M0.06%585,611CommonSOLE
911363109URIUNITED RENTALS INC$40.6M0.06%50,171CommonSOLE
049468101TEAMATLASSIAN CORPORATION$40.5M0.06%250,000CommonSOLE
878742204TECKTECK RESOURCES LTD$40.5M0.06%846,169CommonSOLE
05464C101AXONAXON ENTERPRISE INC$40.4M0.06%71,200CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$40.1M0.06%156,760CommonSOLE
34959E109FTNTFORTINET INC$39.4M0.06%495,690CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$39.3M0.06%389,633CommonSOLE
93627C101HCCWARRIOR MET COAL INC$39.2M0.06%445,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$39.2M0.06%670,675CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$39.1M0.06%881,329CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$38.9M0.06%508,134CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$38.9M0.06%215,400CommonSOLE
19247G107COHRCOHERENT CORP$38.8M0.06%210,000CommonSOLE
863667101SYKSTRYKER CORPORATION$38.6M0.06%109,720CommonSOLE
887389104TKRTIMKEN CO$38.4M0.06%456,905CommonSOLE
88033G407THCTENET HEALTHCARE CORP$38.1M0.06%191,854CommonSOLE
384802104GWWWW GRAINGER INC$37.9M0.06%37,542CommonSOLE
16115Q308GTLSCHART INDS INC$37.9M0.06%183,603CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$37.8M0.06%1,513,000CommonSOLE
031100100AMEAMETEK INC$37.5M0.06%182,841CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$36.9M0.06%467,468CommonSOLE
504922105LHLABCORP HOLDINGS INC$36.9M0.06%147,000CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$36.5M0.06%550,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$36.2M0.05%1,105,454CommonSOLE
303250104FICOFAIR ISAAC CORP$36.2M0.05%21,400CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$36.2M0.05%435,750CommonSOLE
87612G101TRGPTARGA RES CORP$35.8M0.05%193,800CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$35.7M0.05%110,306CommonSOLE
90384S303ULTAULTA BEAUTY INC$35.4M0.05%58,452CommonSOLE
45168D104IDXXIDEXX LABS INC$35.2M0.05%52,047CommonSOLE
22822V101CCICROWN CASTLE INC$34.9M0.05%393,160CommonSOLE
418056107HASHASBRO INC$34.7M0.05%423,372CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$34.7M0.05%202,500CommonSOLE
020002101ALLALLSTATE CORP$34.6M0.05%166,219CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$34.5M0.05%371,662CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$34.4M0.05%1,226,500CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$34.3M0.05%927,750CommonSOLE
55354G100MSCIMSCI INC$34.3M0.05%59,800CommonSOLE
750491102RDNTRADNET INC$34.0M0.05%476,626CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$33.9M0.05%2,018,214CommonSOLE
670346105NUENUCOR CORP$33.7M0.05%206,600CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$33.5M0.05%2,777,055CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$33.5M0.05%430,000CommonSOLE
780259305SHELSHELL PLC$33.4M0.05%455,000CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$33.2M0.05%950,000CommonSOLE
23804L103DDOGDATADOG INC$33.2M0.05%243,800CommonSOLE
75960P104RELYREMITLY GLOBAL INC$33.1M0.05%2,400,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$33.1M0.05%321,800CommonSOLE
89832Q109TFCTRUIST FINL CORP$32.8M0.05%666,164CommonSOLE
337738108FISVFISERV INC$32.6M0.05%485,281CommonSOLE
857477103STTSTATE STR CORP$32.5M0.05%252,132CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$32.5M0.05%1,200,000CommonSOLE
98138H101WDAYWORKDAY INC$32.4M0.05%150,900CommonSOLE
852234103XYZBLOCK INC$32.1M0.05%493,400CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$31.8M0.05%4,000,000CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$31.3M0.05%326,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$31.1M0.05%467,378CommonSOLE
136375102CNICANADIAN NATL RY CO$30.9M0.05%312,500CommonSOLE
10919W405DRUGBRIGHT MINDS BIOSCIENCES INC$30.9M0.05%395,743CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$30.8M0.05%79,225CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$30.8M0.05%236,600CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$30.7M0.05%685,100CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$30.6M0.05%953,859CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$30.5M0.05%1,030,000CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$30.5M0.05%3,000,000CommonSOLE
317585404FISIFINANCIAL INSTNS INC$30.3M0.05%972,043CommonSOLE
988498101YUMYUM BRANDS INC$30.3M0.05%200,202CommonSOLE
G0R78B106BCSSBAIN CAP GSS INVT CORP$30.2M0.05%3,000,000CommonSOLE
086516101BBYBEST BUY INC$30.1M0.05%450,400CommonSOLE
610236101MNROMONRO INC$30.1M0.05%1,500,000CommonSOLE
143658300CCL1EURCARNIVAL CORP$29.9M0.05%980,300CommonSOLE
H2906T109GRMNGARMIN LTD$29.9M0.05%147,570CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$29.7M0.04%333,000CommonSOLE
101121101BXPBXP INC$29.7M0.04%440,012CommonSOLE
06849F108BBARRICK MNG CORP$29.6M0.04%680,000CommonSOLE
G39108108GTESGATES INDL CORP PLC$29.3M0.04%1,365,000CommonSOLE
87612E106TGTTARGET CORP$29.1M0.04%297,779CommonSOLE
G5279N105KLARKLARNA GROUP PLC$29.0M0.04%1,002,925CommonSOLE
N0731H103ATAIATAI BECKLEY NV$29.0M0.04%7,079,846CommonSOLE
14174T107CTRECARETRUST REIT INC$28.9M0.04%800,000CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$28.9M0.04%270,000CommonSOLE
127097103CTRACOTERRA ENERGY INC$28.9M0.04%1,097,412CommonSOLE
65249B109NWSANEWS CORP NEW$28.8M0.04%1,101,320CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$28.8M0.04%1,287,509CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$28.6M0.04%2,120,672CommonSOLE
377322102GKOSGLAUKOS CORP$28.2M0.04%250,000CommonSOLE
278642103EBAYEBAY INC.$28.1M0.04%323,100CommonSOLE
830830105SKYCHAMPION HOMES INC$28.1M0.04%333,000CommonSOLE
04626A103ALABASTERA LABS INC$28.1M0.04%168,741CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$27.9M0.04%528,500CommonSOLE
56585A102MPCMARATHON PETE CORP$27.9M0.04%171,360CommonSOLE
689648103OTTROTTER TAIL CORP$27.8M0.04%344,149CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$27.8M0.04%781,518CommonSOLE
03589W102ANNXANNEXON INC$27.6M0.04%5,500,000CommonSOLE
G2131A124CCXIUCHURCHILL CAP CORP XI$27.6M0.04%2,700,000CommonSOLE
26884L109EQTEQT CORP$27.5M0.04%513,400CommonSOLE
501044101KRKROGER CO$27.5M0.04%439,400CommonSOLE
046353108AZNNASTRAZENECA PLC$27.4M0.04%297,943CommonSOLE
880770102TERTERADYNE INC$27.4M0.04%141,424CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$27.3M0.04%345,720CommonSOLE
G25014120CRANUCRANE HBR ACQUISITION CORP I$27.2M0.04%2,700,000CommonSOLE
G5225W126KBONUKARBON CAP PARTNERS CORP$27.2M0.04%2,700,000CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$26.9M0.04%171,687CommonSOLE
03076C106AMPAMERIPRISE FINL INC$26.9M0.04%54,868CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$26.7M0.04%212,100CommonSOLE
345370860FFORD MTR CO$26.7M0.04%2,033,200CommonSOLE
05153U107AURAAURA BIOSCIENCES INC$26.6M0.04%4,881,125CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$26.4M0.04%130,135CommonSOLE
29476L107EQREQUITY RESIDENTIAL$26.4M0.04%418,515CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$25.9M0.04%402,100CommonSOLE
22160N109CSGPCOSTAR GROUP INC$25.7M0.04%382,600CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$25.7M0.04%285,000CommonSOLE
336433107FSLRFIRST SOLAR INC$25.3M0.04%96,900CommonSOLE
858119100STLDSTEEL DYNAMICS INC$25.2M0.04%148,900CommonSOLE
80004C200SNDKSANDISK CORP$25.1M0.04%105,699CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$24.9M0.04%433,892CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$24.8M0.04%110,800CommonSOLE
099724106BWABORGWARNER INC$24.8M0.04%550,000CommonSOLE
00510N102TICTIC SOLUTIONS INC$24.7M0.04%2,445,000CommonSOLE
29084Q100EMEEMCOR GROUP INC$24.7M0.04%40,400CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$24.6M0.04%790,018CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$24.6M0.04%152,000CommonSOLE
488401100KMPRKEMPER CORP$24.3M0.04%600,000CommonSOLE
444859102HUMHUMANA INC$24.2M0.04%94,610CommonSOLE
829073105SSDSIMPSON MFG INC$24.2M0.04%150,000CommonSOLE
670100205NVONOVO-NORDISK A S$24.2M0.04%475,000CommonSOLE
294429105EFXEQUIFAX INC$24.0M0.04%110,500CommonSOLE
681919106OMCOMNICOM GROUP INC$23.9M0.04%296,465CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$23.8M0.04%4,436,500CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$23.5M0.04%1,650,000CommonSOLE
756109104OREALTY INCOME CORP$23.5M0.04%416,500CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$23.4M0.04%280,000CommonSOLE
552690109MDUMDU RES GROUP INC$23.4M0.04%1,200,000CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$23.4M0.04%300,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$23.4M0.04%433,169CommonSOLE
804395101BFSSAUL CTRS INC$23.3M0.04%740,000CommonSOLE
125269100CFCF INDS HLDGS INC$23.3M0.04%300,822CommonSOLE
74736K101QRVOQORVO INC$23.2M0.04%275,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$23.2M0.04%125,163CommonSOLE
199908104FIXCOMFORT SYS USA INC$23.1M0.04%24,800CommonSOLE
82024L103STTKSHATTUCK LABS INC$23.0M0.03%6,306,127CommonSOLE
012653101ALBALBEMARLE CORP$22.8M0.03%161,279CommonSOLE
30040W108ESEVERSOURCE ENERGY$22.8M0.03%338,734CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$22.8M0.03%1,208,260CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$22.7M0.03%827,454CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$22.6M0.03%589,438CommonSOLE
925652109VICIVICI PPTYS INC$22.5M0.03%799,900CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$22.4M0.03%1,185,000CommonSOLE
370334104GISGENERAL MLS INC$22.4M0.03%481,596CommonSOLE
530909308LLYVKLIBERTY LIVE HOLDINGS INC$22.4M0.03%268,816CommonSOLE
550021109LULULULULEMON ATHLETICA INC$22.3M0.03%107,400CommonSOLE
G04104108APXTAPEX TREAS CORP$22.3M0.03%2,250,000CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$22.2M0.03%125,000CommonSOLE
09073M104TECHBIO-TECHNE CORP$22.0M0.03%373,236CommonSOLE
50015M109KODKODIAK SCIENCES INC$21.9M0.03%785,000CommonSOLE
45258J102IMVTIMMUNOVANT INC$21.9M0.03%863,000CommonSOLE
65158N102NMRKNEWMARK GROUP INC$21.9M0.03%1,265,000CommonSOLE
16935C109CHYMCHIME FINL INC$21.9M0.03%868,785CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$21.8M0.03%66,488CommonSOLE
086921103BETABETA TECHNOLOGIES INC$21.7M0.03%770,689CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$21.7M0.03%150,000CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$21.7M0.03%940,000CommonSOLE
224441105CXTCRANE NXT CO$21.6M0.03%459,396CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$21.6M0.03%185,000CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$21.4M0.03%891,236CommonSOLE
M7516K103NVMINOVA LTD$21.3M0.03%65,000CommonSOLE
256677105DGDOLLAR GEN CORP NEW$21.1M0.03%158,700CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$21.1M0.03%223,800CommonSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$20.9M0.03%4,339,941CommonSOLE
281020107EIXEDISON INTL$20.9M0.03%347,404CommonSOLE
20717M1038QRCONFLUENT INC$20.8M0.03%686,717CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$20.6M0.03%4,270,000CommonSOLE
228368106CCKCROWN HLDGS INC$20.6M0.03%200,000CommonSOLE
G7S00T104PNRPENTAIR PLC$20.6M0.03%197,702CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$20.6M0.03%415,000CommonSOLE
596278101MIDDMIDDLEBY CORP$20.5M0.03%138,000CommonSOLE
G86652107TLNCTALON CAP CORP$20.5M0.03%2,025,000CommonSOLE
33830T103FSBCFIVE STAR BANCORP$20.4M0.03%569,804CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$20.3M0.03%232,836CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$20.3M0.03%284,000CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$20.3M0.03%1,125,000CommonSOLE
526057104LENLENNAR CORP$20.0M0.03%194,817CommonSOLE
751212101RLRALPH LAUREN CORP$20.0M0.03%56,526CommonSOLE
46266C105IQVIQVIA HLDGS INC$19.9M0.03%88,460CommonSOLE
02005N100ALLYALLY FINL INC$19.9M0.03%440,000CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$19.9M0.03%750,000CommonSOLE
704326107PAYXPAYCHEX INC$19.9M0.03%177,446CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$19.9M0.03%260,000CommonSOLE
907818108UNPUNION PAC CORP$19.5M0.03%84,322CommonSOLE
745867101PHMPULTE GROUP INC$19.5M0.03%166,000CommonSOLE
550249106LMRILUMEXA IMAGING HOLDINGS INC$19.4M0.03%1,046,788CommonSOLE
12674W109CABACABALETTA BIO INC$19.3M0.03%8,829,758CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$19.3M0.03%466,877CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$19.2M0.03%1,700,000CommonSOLE
89055F103BLDTOPBUILD CORP$19.2M0.03%46,000CommonSOLE
88422P109TCBXTHIRD COAST BANCSHARES INC$19.2M0.03%504,155CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$19.1M0.03%105,486CommonSOLE
229663109CUBECUBESMART$19.1M0.03%530,000CommonSOLE
N82405106STLASTELLANTIS N.V$19.1M0.03%1,750,000CommonSOLE
219948106CPAYCORPAY INC$19.0M0.03%63,158CommonSOLE

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.