InvestInfoAI
Altshuler Shaham Ltd

Q3 2025 · 13F-HR

Altshuler Shaham Ltdholdings as filed

Filed 2025-11-13 · accession 0001213900-25-109769

$6.05B
Reported value
365
Positions
2025-09-30
Period end
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The Brief · Altshuler Shaham Ltd · Q3 2025

AI · grounded in 13F

Altshuler Shaham Ltd significantly increased its position in CSCO by 2,480,389.8551%. The fund also accumulated shares in ORCL and MSFT, increasing those positions by 2,337.7701% and 787.5116% respectively. On the sell side, the fund trimmed its holding in CAT by 99.933% and reduced its stake in UPB by 58.2605%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$594.9M9.83%2,130,150CommonSOLE
023135106AMZNAMAZON COM INC$512.1M8.46%2,332,246CommonSOLE
02079K305GOOGLALPHABET INC$420.9M6.95%1,731,418CommonSOLE
M3760D101ESLTELBIT SYS LTD$312.4M5.16%615,914CommonSOLE
68389X105ORCLORACLE CORP$299.2M4.94%1,063,721CommonSOLE
594918104MSFTMICROSOFT CORP$281.3M4.65%543,095CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$240.8M3.98%2,458,052CommonSOLE
17275R102CSCOCISCO SYS INC$234.2M3.87%3,423,076CommonSOLE
29362U104ENTGENTEGRIS INC$177.3M2.93%1,918,100CommonSOLE
30303M102METAMETA PLATFORMS INC$176.8M2.92%240,810CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$169.1M2.79%1,591,759CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$166.6M2.75%2,018,972CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$166.5M2.75%988,500CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$162.1M2.68%8,297,424CommonSOLE
949746101WMT2WELLS FARGO CO NEW$144.4M2.39%1,723,180CommonSOLE
G25508105CRHCRH PLC$140.3M2.32%1,170,000CommonSOLE
03831W108APPAPPLOVIN CORP$129.6M2.14%180,333CommonSOLE
67077M108NTRNUTRIEN LTD$125.8M2.08%2,143,196CommonSOLE
M7516K103NVMINOVA LTD$125.6M2.08%395,654CommonSOLE
60937P106MDBMONGODB INC$125.3M2.07%403,774CommonSOLE
58733R102MELIMERCADOLIBRE INC$122.8M2.03%52,526CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$116.1M1.92%570,400CommonSOLE
55087P104LYFTLYFT INC$110.6M1.83%5,024,562CommonSOLE
23804L103DDOGDATADOG INC$105.4M1.74%740,019CommonSOLE
896239100TRMBTRIMBLE INC$102.9M1.70%1,260,000CommonSOLE
032654105ADIANALOG DEVICES INC$99.7M1.65%405,884CommonSOLE
216648501COOCOOPER COS INC$98.7M1.63%1,440,000CommonSOLE
438516106HONHONEYWELL INTL INC$96.8M1.60%460,000CommonSOLE
M53213100ICLICL GROUP LTD$83.9M1.39%13,402,930CommonSOLE
405552100HLNHALEON PLC$71.2M1.18%7,938,977CommonSOLE
50187T106LGIHLGI HOMES INC$53.3M0.88%1,031,098CommonSOLE
91678A107UPBUPSTREAM BIO INC$26.7M0.44%1,416,822CommonSOLE
892672106TWTRADEWEB MKTS INC$22.8M0.38%205,000CommonSOLE
G32089107ETORETORO GROUP LTD$15.8M0.26%383,141CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$12.7M0.21%412,350CommonSOLE
36828A101GEVGE VERNOVA INC$12.3M0.20%19,970CommonSOLE
Y46717107KENKENON HLDGS LTD$9.6M0.16%214,174CommonSOLE
629377508NRGNRG ENERGY INC$8.2M0.14%50,470CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$8.1M0.13%916,039CommonSOLE
87422Q109TLNTALEN ENERGY CORP$7.4M0.12%17,452CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.3M0.12%22,115CommonSOLE
M7518J104ODDODDITY TECH LTD$6.7M0.11%107,747CommonSOLE
92840M102VSTVISTRA CORP$6.4M0.11%32,696CommonSOLE
037833100AAPLAPPLE INC$6.3M0.10%24,596CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.9M0.10%31,796CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$5.7M0.09%4,184,000CommonSOLE
24664T903DELEK LOGISTICS PARTNERS LP$5.7M0.09%23,610CommonSOLE
Q4982L109IRENIREN LIMITED$5.5M0.09%1,700,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.2M0.09%131,582CommonSOLE
833445109SNOWSNOWFLAKE INC$3.8M0.06%16,943CommonSOLE
74762E102QUREQUANTA SVCS INC$3.8M0.06%9,106CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.7M0.06%15,858CommonSOLE
M5425M103INMDINMODE LTD$3.4M0.06%227,000CommonSOLE
G29183103ETNEATON CORP PLC$2.9M0.05%7,846CommonSOLE
21873S108CRWVCOREWEAVE INC$2.9M0.05%21,234CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.6M0.04%3,239CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.6M0.04%32,916CommonSOLE
336433107FSLRFIRST SOLAR INC$2.5M0.04%11,308CommonSOLE
931142103WMTWALMART INC$2.5M0.04%24,151CommonSOLE
88160R101TSLATESLA INC$2.3M0.04%5,259CommonSOLE
654106103NKENIKE INC$2.3M0.04%32,828CommonSOLE
780259305SHELSHELL PLC$2.1M0.04%30,000CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.03%37,898CommonSOLE
13321L108CCJCAMECO CORP$1.9M0.03%22,337CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.9M0.03%65,442CommonSOLE
75734B100RDDTREDDIT INC$1.8M0.03%7,911CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.7M0.03%189,587CommonSOLE
842587107SOSOUTHERN CO$1.5M0.02%15,918CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.5M0.02%19,684CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.02%12,413CommonSOLE
009066101ABNBAIRBNB INC$1.4M0.02%11,301CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.02%248CommonSOLE
67079K100SMRNUSCALE PWR CORP$1.3M0.02%36,886CommonSOLE
88023B103TEMTEMPUS AI INC$1.3M0.02%1,000,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.02%3,020CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.2M0.02%6,000CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.1M0.02%1,727CommonSOLE
008940116AISPWAIRSHIP AI HLDGS INC$1.1M0.02%664,999CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.1M0.02%16,000CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$1.1M0.02%100,420CommonSOLE
576323109MTZMASTEC INC$1.1M0.02%5,021CommonSOLE
N97284958NEBIUS GROUP N.V.$1.1M0.02%150CALLSOLE
M78673114PERIPERION NETWORK LTD$1.0M0.02%107,567CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.02%16,005CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$972,2590.02%22,604CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$964,9380.02%3,112CommonSOLE
17253JAA4CIFR 1.75 05/15/30CIPHER MINING INC$960,1110.02%875,000CommonSOLE
H5919C104ONONON HLDG AG$959,2270.02%22,650CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$946,2900.02%3,000CommonSOLE
65290E101NXTNEXTRACKER INC$935,5300.02%12,644CommonSOLE
443510607HUBBHUBBELL INC$906,6630.01%2,107CommonSOLE
653656108NICENICE LTD$893,3380.01%6,052CommonSOLE
25746U109DDOMINION ENERGY INC$888,9840.01%14,533CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$883,1980.01%479,999CommonSOLE
65339F101NEENEXTERA ENERGY INC$882,9310.01%11,696CommonSOLE
98389B100XELXCEL ENERGY INC$806,5810.01%10,001CommonSOLE
34959E109FTNTFORTINET INC$795,9850.01%9,467CommonSOLE
199908104FIXCOMFORT SYS USA INC$794,6480.01%963CommonSOLE
916896103UECURANIUM ENERGY CORP$790,9150.01%59,289CommonSOLE
29364G103ETRENTERGY CORP NEW$778,0430.01%8,349CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$768,2700.01%4,167CommonSOLE
G8068L108SNSHARKNINJA INC$758,4620.01%7,353CommonSOLE
M7S64H106MNDYMONDAY COM LTD$749,7740.01%3,871CommonSOLE
346414105FORTYFORMULA SYSTEMS 1985 LTD$747,7890.01%5,365CommonSOLE
92939U106WECWEC ENERGY GROUP INC$738,8760.01%6,448CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$721,5030.01%2,781CommonSOLE
M7S750159NYAXNAYAX LTD$687,9780.01%14,368CommonSOLE
928881101VNTVONTIER CORPORATION$671,5200.01%16,000CommonSOLE
M20791105CAMTCAMTEK LTD$664,7010.01%6,353CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$645,3870.01%373,056CommonSOLE
231561101CWCURTISS WRIGHT CORP$641,2120.01%1,181CommonSOLE
816851109SRESEMPRA$616,8130.01%6,855CommonSOLE
571903202MARMARRIOTT INTL INC NEW$614,6380.01%2,360CommonSOLE
88080T904TERAWULF INC$599,7400.01%500,000CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$591,2060.01%847CommonSOLE
594972958MICROSTRATEGY INC$579,3350.01%348PUTSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$545,9950.01%6,542CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$533,9070.01%1,650CommonSOLE
077454106BDCBELDEN INC$518,9430.01%13,787CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$509,6980.01%200,000CommonSOLE
26884L109EQTEQT CORP$506,2530.01%9,301CommonSOLE
91680M107UPSTUPSTART HLDGS INC$490,2200.01%9,650CommonSOLE
013872106AAALCOA CORP$480,7200.01%14,616CommonSOLE
448579102HHYATT HOTELS CORP$456,5890.01%3,217CommonSOLE
12468P104AIC3 AI INC$452,5740.01%26,100CommonSOLE
247361702DALDELTA AIR LINES INC DEL$446,2250.01%7,863CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$445,9290.01%6,625CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$438,3500.01%55,000CommonSOLE
60770K107MRNAMODERNA INC$413,2800.01%16,000CommonSOLE
65340P106NXENEXGEN ENERGY LTD$406,7150.01%45,443CommonSOLE
72919P202PLUGPLUG POWER INC$391,5120.01%400,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$384,8620.01%292CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$372,8970.01%5,163CommonSOLE
16679L109CHWYCHEWY INC$368,0950.01%9,100CommonSOLE
67059N108NTNXNUTANIX INC$360,9400.01%4,852CommonSOLE
N97284908NEBIUS GROUP N.V.$355,9300.01%70CALLSOLE
03674X106ARANTERO RESOURCES CORP$329,4920.01%9,818CommonSOLE
149123101CATCATERPILLAR INC$298,2180.00%625CommonSOLE
81730H109SSENTINELONE INC$288,8040.00%16,400CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$272,8120.00%2,250CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$259,1400.00%11,141CommonSOLE
835699907SONY GROUP CORP$243,6950.00%531,786CommonSOLE
670346105NUENUCOR CORP$238,3570.00%1,760CommonSOLE
65473P105NINISOURCE INC$237,8900.00%5,494CommonSOLE
747525103QCOMQUALCOMM INC$226,2500.00%1,360CommonSOLE
18915M107NETCLOUDFLARE INC$217,1650.00%1,012CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$198,2110.00%2,054CommonSOLE
26603R106DUOLDUOLINGO INC$188,9200.00%587CommonSOLE
68236H204ONDSONDAS HLDGS INC$188,3680.00%24,400CommonSOLE
92338C103VLTOVERALTO CORP$177,2920.00%1,663CommonSOLE
G7S00T104PNRPENTAIR PLC$170,0170.00%1,535CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$154,3430.00%922CommonSOLE
306121112FBYDWFALCONS BEYOND GLOBAL INC$141,7500.00%84,375CommonSOLE
594972908MICROSTRATEGY INC$134,6000.00%55CALLSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$131,8560.00%10,342CommonSOLE
009158956AIR PRODS & CHEMS INC$126,2690.00%463CommonSOLE
G7823S101SATLSATELLOGIC INC$57,2640.00%163,613CommonSOLE
78463V907SPDR GOLD TR$46,0100.00%10CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$40,9130.00%145CommonSOLE
182744110KIDZWCLASSOVER HLDGS INC$40,5010.00%504,998CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$36,8740.00%839CommonSOLE
G29201103ECXECARX HOLDINGS INC$36,0000.00%599,992CommonSOLE
G491BT108IVZINVESCO LTD$32,9190.00%1,435CommonSOLE
88160R101TSLATESLA INC$32,6000.00%5CALLSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$31,2750.00%75CALLSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$29,5970.00%11,211CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$28,8570.00%300CommonSOLE
03743Q108APAAPA CORPORATION$28,0430.00%1,155CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$27,6070.00%422CommonSOLE
G3265R107APTVAPTIV PLC$27,0730.00%314CommonSOLE
74365A309PLXPROTALIX BIOTHERAPEUTICS INC$26,9550.00%12,142CommonSOLE
00130H105AESAES CORP$26,7810.00%2,035CommonSOLE
37045V100GMGENERAL MTRS CO$26,4610.00%434CommonSOLE
608190104MHKMOHAWK INDS INC$26,4290.00%205CommonSOLE
172573957CIRCLE INTERNET GROUP INC$26,3250.00%15PUTSOLE
783549108RRYDER SYS INC$26,2210.00%139CommonSOLE
406216101HALHALLIBURTON CO$25,4360.00%1,034CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$25,4360.00%358CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$24,7170.00%125CommonSOLE
512807306LRCXLAM RESEARCH CORP$24,6380.00%184CommonSOLE
126650100CVSCVS HEALTH CORP$24,5020.00%325CommonSOLE
526057104LENLENNAR CORP$23,6960.00%188CommonSOLE
00912X302ALAIR LEASE CORP$23,2320.00%365CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$22,9990.00%656CommonSOLE
040413205ANETARISTA NETWORKS INC$22,8760.00%157CommonSOLE
68268W103OMFONEMAIN HLDGS INC$22,5840.00%400CommonSOLE
37940X102GPNGLOBAL PMTS INC$22,4320.00%270CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$22,4250.00%647CommonSOLE
69047Q102OVVOVINTIV INC$22,3710.00%554CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$22,2590.00%224CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$22,0290.00%1,090CommonSOLE
M8744T106TBLATABOOLA.COM LTD$21,4260.00%181,659CommonSOLE
281020107EIXEDISON INTL$21,0620.00%381CommonSOLE
364760108GAPGAP INC$21,0480.00%984CommonSOLE
64828T201RITMRITHM CAPITAL CORP$21,0260.00%1,846CommonSOLE
00090Q103ADTADT INC DEL$20,9560.00%2,406CommonSOLE
042735100ARWARROW ELECTRS INC$20,8120.00%172CommonSOLE
038222105AMATAPPLIED MATLS INC$20,6790.00%101CommonSOLE
576485205MTDRMATADOR RES CO$20,6680.00%460CommonSOLE
536797103LADLITHIA MTRS INC$20,5400.00%65CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$20,3250.00%1,500CommonSOLE
500754106KHCKRAFT HEINZ CO$20,1810.00%775CommonSOLE
011659109ALKALASKA AIR GROUP INC$20,1610.00%405CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$20,1090.00%1,571CommonSOLE
902681105UGIUGI CORP NEW$19,4240.00%584CommonSOLE
595112103MUMICRON TECHNOLOGY INC$19,4090.00%116CommonSOLE
20030N101CMCSACOMCAST CORP NEW$18,8830.00%601CommonSOLE
N20944109CNHCNH INDL N V$18,0440.00%1,663CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$17,7380.00%392CommonSOLE
227046109CROXCROCS INC$17,4620.00%209CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$16,3410.00%101CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$16,2020.00%250CommonSOLE
032095101APHAMPHENOL CORP NEW$16,0870.00%130CommonSOLE
G5509L101LIVNLIVANOVA PLC$15,9900.00%300CommonSOLE
64110L106NFLXNETFLIX INC$15,5860.00%13CommonSOLE
11135F101AVGOBROADCOM INC$15,1760.00%46CommonSOLE
00724F101ADBEADOBE INC$14,4630.00%41CommonSOLE
959802109WUWESTERN UN CO$13,9820.00%1,750CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$13,9680.00%325CommonSOLE
17253J906CIPHER MINING INC$13,6500.00%30PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$13,4220.00%158PUTSOLE
87876P201TGENTECOGEN INC NEW$13,2150.00%1,500CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$13,1490.00%650CommonSOLE
042068205ARMARM HOLDINGS PLC$13,0170.00%92CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$12,7500.00%26CommonSOLE
58933Y105MRKMERCK & CO INC$12,5890.00%150CommonSOLE
882508104TXNTEXAS INSTRS INC$11,5750.00%63CommonSOLE
78409V104SPGIS&P GLOBAL INC$11,1940.00%23CommonSOLE
81762P102NOWSERVICENOW INC$11,0430.00%12CommonSOLE
461202103INTUINTUIT$10,9270.00%16CommonSOLE
79466L302CRMSALESFORCE INC$10,6650.00%45CommonSOLE
90138F102TWLOTWILIO INC$10,0090.00%100CommonSOLE
433539202HIPOHIPPO HLDGS INC$9,7630.00%270CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$9,3710.00%38CommonSOLE
714266903PERPETUA RESOURCES CORP$9,3500.00%55CommonSOLE
482480100KLACKLA CORP$8,6290.00%8CommonSOLE
05988J103BANDBANDWIDTH INC$8,3350.00%500CommonSOLE
M0740A108DRTSALPHA TAU MEDICAL LTD$8,1180.00%1,800CommonSOLE
25400Q113DJTWWTRUMP MEDIA & TECHNOLOGY GRO$8,0800.00%1,000CommonSOLE
285512109EAELECTRONIC ARTS INC$8,0680.00%40CommonSOLE
62944T105NVRNVR INC$8,0350.00%1CommonSOLE
88160R101TSLATESLA INC$7,5000.00%20PUTSOLE
338307101FIVNFIVE9 INC$7,2600.00%300CommonSOLE
76680R206RNGRINGCENTRAL INC$7,0850.00%250CommonSOLE
55354G100MSCIMSCI INC$6,8090.00%12CommonSOLE
90353W103UIUBIQUITI INC$5,2850.00%8CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$5,0970.00%42CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$5,0520.00%3,044CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$4,9800.00%250CommonSOLE
254067101DDSDILLARDS INC$4,9160.00%8CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$4,9030.00%59CommonSOLE
538146101LPSNUSDLIVEPERSON INC$4,8610.00%7,783CommonSOLE
44951W106IESCIES HLDGS INC$4,7720.00%12CommonSOLE
30161Q104EXELEXELIXIS INC$4,7080.00%114CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$4,6270.00%9CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4,6030.00%5CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$4,5650.00%70CommonSOLE
315616102FFIVF5 INC$4,5250.00%14CommonSOLE
72407810062CPIPER SANDLER COMPANIES$4,5110.00%13CommonSOLE
705573103PEGAPEGASYSTEMS INC$4,4850.00%78CommonSOLE
45168D104IDXXIDEXX LABS INC$4,4720.00%7CommonSOLE
826917106SIGASIGA TECHNOLOGIES INC$4,4650.00%488CommonSOLE
141788109CARGCARGURUS INC$4,4300.00%119CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4,4200.00%41CommonSOLE
988498101YUMYUM BRANDS INC$4,4080.00%29CommonSOLE
775711104ROLROLLINS INC$4,4050.00%75CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$4,3950.00%56CommonSOLE
38526M106LOPEGRAND CANYON ED INC$4,3900.00%20CommonSOLE
29977A105EVREVERCORE INC$4,3850.00%13CommonSOLE
761152107RMDRESMED INC$4,3800.00%16CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,3740.00%8CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$4,3390.00%41CommonSOLE
872540109TJXTJX COS INC NEW$4,3360.00%30CommonSOLE
831865209AOSSMITH A O CORP$4,3310.00%59CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$4,3120.00%22CommonSOLE
371901109GNTXGENTEX CORP$4,3020.00%152CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,3000.00%22CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,2910.00%35CommonSOLE
053332102AZOAUTOZONE INC$4,2900.00%1CommonSOLE
871829107SYYSYSCO CORP$4,2820.00%52CommonSOLE
118440106BKEBUCKLE INC$4,2820.00%73CommonSOLE
278642103EBAYEBAY INC.$4,2750.00%47CommonSOLE
46266A109IRMDIRADIMED CORP$4,2700.00%60CommonSOLE
778296103ROSTROSS STORES INC$4,2670.00%28CommonSOLE
69343T107PJTPJT PARTNERS INC$4,2660.00%24CommonSOLE
384109104GGGGRACO INC$4,2480.00%50CommonSOLE
526107107LIILENNOX INTL INC$4,2350.00%8CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4,2200.00%10CommonSOLE
92343E102VRSNVERISIGN INC$4,1940.00%15CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4,1720.00%16CommonSOLE
311900104FASTFASTENAL CO$4,1680.00%85CommonSOLE
02209S103MOALTRIA GROUP INC$4,1620.00%63CommonSOLE
985817105YELPYELP INC$4,1500.00%133CommonSOLE
093671105HRBBLOCK H & R INC$4,1470.00%82CommonSOLE
03783C100APPFAPPFOLIO INC$4,1350.00%15CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4,1060.00%40CommonSOLE
172908105CTASCINTAS CORP$4,1050.00%20CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4,1030.00%33CommonSOLE
74758T303QLYSQUALYS INC$4,1020.00%31CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$4,1000.00%20CommonSOLE
98978V103ZTSZOETIS INC$4,0970.00%28CommonSOLE
574599106MASMASCO CORP$4,0830.00%58CommonSOLE
493732101KFRCKFORCE INC$4,0770.00%136CommonSOLE
784117103SEICSEI INVTS CO$4,0730.00%48CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$4,0450.00%84CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4,0420.00%18CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4,0240.00%16CommonSOLE
548661107LOWLOWES COS INC$4,0210.00%16CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4,0090.00%17CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3,9970.00%50CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3,9820.00%7CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3,9810.00%70CommonSOLE
929236107WDFCWD 40 CO$3,9520.00%20CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,9420.00%28CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$3,9090.00%76CommonSOLE
89055F103BLDTOPBUILD CORP$3,9090.00%10CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3,8980.00%39CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$3,8900.00%1,000CommonSOLE
19247A100CNSCOHEN & STEERS INC$3,8710.00%59CommonSOLE
74319R101PRGPROG HOLDINGS INC$3,8510.00%119CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$3,8500.00%45CommonSOLE
384802104GWWGRAINGER W W INC$3,8120.00%4CommonSOLE
615369105MCOMOODYS CORP$3,8120.00%8CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$3,7660.00%102CommonSOLE
458140100INTCINTEL CORP$3,7580.00%112CommonSOLE
221006109CRVLCORVEL CORP$3,7160.00%48CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3,6830.00%3CommonSOLE
142339100CSLCARLISLE COS INC$3,6190.00%11CommonSOLE
M9607U115VLNVALENS SEMICONDUCTOR LTD$3,5800.00%2,000CommonSOLE
771049103RBLXROBLOX CORP$3,4630.00%25CommonSOLE
M6240T109KMDAKAMADA LTD$3,2940.00%473CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3,2640.00%30CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3,0730.00%14CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2,8580.00%34CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2,8350.00%20CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,8100.00%8CommonSOLE
559166103MGICMAGIC SOFTWARE ENTERPRISES L$2,7490.00%135CommonSOLE
47100L901DEFI DEVELOPMENT CORP$2,7200.00%40CALLSOLE
H2906T109GRMNGARMIN LTD$2,7080.00%11CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2,5840.00%10CommonSOLE
594972408MSTRMICROSTRATEGY INC$2,5770.00%8CommonSOLE
052769106ADSKAUTODESK INC$2,5410.00%8CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2,5050.00%11CommonSOLE
871607107SNPSSYNOPSYS INC$2,4670.00%5CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2,4160.00%5CommonSOLE
98980G102ZSZSCALER INC$2,3970.00%8CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2,2860.00%5CommonSOLE
98138H101WDAYWORKDAY INC$2,1670.00%9CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,9950.00%4CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1,9450.00%29CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1,8620.00%9CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1,7570.00%11CommonSOLE
68375N103OPKOPKO HEALTH INC$1,6880.00%1,132CommonSOLE
M98068105WIXWIX COM LTD$1,2430.00%7CommonSOLE
G02602103DOXAMDOCS LTD$1,0670.00%13CommonSOLE
500255904KOHLS CORP$1,0350.00%9CALLSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$1,0200.00%66,666CommonSOLE
M4119S187EVGNEVOGENE LTD$8560.00%750CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$7150.00%20CommonSOLE
92189K955VANECK BITCOIN ETF$7050.00%15PUTSOLE
M6191J100FROGJFROG LTD$6630.00%14CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$6380.00%220CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$5190.00%28CommonSOLE
46090E953INVESCO QQQ TR$2290.00%229PUTSOLE
532457108LLYELI LILLY & CO$019,207CommonSOLE

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.