InvestInfoAI
Altshuler Shaham Ltd

Q4 2025 · 13F-HR

Altshuler Shaham Ltdholdings as filed

Filed 2026-02-17 · accession 0001213900-26-016917

$6.58B
Reported value
403
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Altshuler Shaham Ltd · Q4 2025

AI · grounded in 13F

Altshuler Shaham Ltd closed its position in Wells Fargo Co New WMT2, reducing its exposure by $144.4M. The fund established a new position in Alibaba Group Hldg Ltd BABA valued at $160.4M. Other notable activity includes significant share accumulations in eBay Inc. EBAY, Adobe Inc ADBE, and International Business Machs IBM. The fund also trimmed positions in Meta Platforms Inc META and Applovin Corp APP.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$539.0M8.19%2,335,004CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$481.9M7.33%1,585,930CommonSOLE
02079K305GOOGLALPHABET INC$425.8M6.47%1,360,513CommonSOLE
594918104MSFTMICROSOFT CORP$342.7M5.21%708,627CommonSOLE
M3760D101ESLTELBIT SYS LTD$294.5M4.48%511,720CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$268.7M4.08%8,494,121CommonSOLE
17275R102CSCOCISCO SYS INC$263.5M4.00%3,420,568CommonSOLE
68389X105ORCLORACLE CORP$256.8M3.90%1,317,283CommonSOLE
00724F101ADBEADOBE INC$203.5M3.09%581,422CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$203.4M3.09%2,489,903CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$189.5M2.88%1,716,853CommonSOLE
278642103EBAYEBAY INC.$182.3M2.77%2,092,795CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$176.3M2.68%2,043,218CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$162.7M2.47%549,116CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$160.4M2.44%1,094,350CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$160.1M2.43%988,500CommonSOLE
G25508105CRHCRH PLC$158.2M2.41%1,268,000CommonSOLE
M53213100ICLICL GROUP LTD$151.2M2.30%26,349,667CommonSOLE
23804L103DDOGDATADOG INC$138.9M2.11%1,021,762CommonSOLE
67077M108NTRNUTRIEN LTD$114.4M1.74%1,853,201CommonSOLE
032654105ADIANALOG DEVICES INC$110.1M1.67%405,880CommonSOLE
29362U104ENTGENTEGRIS INC$110.0M1.67%1,306,078CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$104.4M1.59%562,796CommonSOLE
896239100TRMBTRIMBLE INC$98.7M1.50%1,260,000CommonSOLE
55087P104LYFTLYFT INC$97.9M1.49%5,054,610CommonSOLE
438516106HONHONEYWELL INTL INC$89.7M1.36%460,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$87.7M1.33%43,526CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$79.6M1.21%1,566,513CommonSOLE
65339F101NEENEXTERA ENERGY INC$77.7M1.18%968,260CommonSOLE
82509L107SHOPSHOPIFY INC$60.8M0.92%377,648CommonSOLE
037833100AAPLAPPLE INC$60.6M0.92%223,092CommonSOLE
770700102HOODROBINHOOD MKTS INC$56.0M0.85%495,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$53.4M0.81%2,028,649CommonSOLE
50187T106LGIHLGI HOMES INC$44.3M0.67%1,031,798CommonSOLE
11135F101AVGOBROADCOM INC$43.7M0.66%126,200CommonSOLE
26603R106DUOLDUOLINGO INC$42.7M0.65%243,330CommonSOLE
64110L106NFLXNETFLIX INC$40.1M0.61%427,676CommonSOLE
747525103QCOMQUALCOMM INC$39.1M0.59%228,430CommonSOLE
91678A107UPBUPSTREAM BIO INC$36.4M0.55%1,341,540CommonSOLE
04010L103ARCCARES CAPITAL CORP$33.4M0.51%1,650,000CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$26.6M0.40%585,068CommonSOLE
892672106TWTRADEWEB MKTS INC$22.0M0.34%205,000CommonSOLE
M7518J104ODDODDITY TECH LTD$20.1M0.31%500,714CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$19.7M0.30%750,000CommonSOLE
042068205ARMARM HOLDINGS PLC$16.7M0.25%153,103CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$12.2M0.19%1,320,156CommonSOLE
G32089107ETORETORO GROUP LTD$12.1M0.18%345,640CommonSOLE
Y46717107KENKENON HLDGS LTD$11.9M0.18%180,364CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$10.7M0.16%650,437CommonSOLE
559166103MGICMAGIC SOFTWARE ENTERPRISES L$6.6M0.10%252,899CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$6.5M0.10%301,460CommonSOLE
24664T903DELEK LOGISTICS PARTNERS LP$6.4M0.10%24,107CommonSOLE
023135106AMZNAMAZON COM INC$6.1M0.09%4,823CALLSOLE
36828A101GEVGE VERNOVA INC$6.0M0.09%9,147CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$5.7M0.09%475,171CommonSOLE
87422Q109TLNTALEN ENERGY CORP$5.6M0.08%14,863CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.8M0.07%5,000CALLSOLE
G8068L108SNSHARKNINJA INC$4.7M0.07%41,631CommonSOLE
Q4982L109IRENIREN LIMITED$4.6M0.07%1,700,260CommonSOLE
629377508NRGNRG ENERGY INC$4.5M0.07%28,184CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.5M0.07%12,682CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M0.07%2,650CALLSOLE
74762E102QUREQUANTA SVCS INC$4.2M0.06%9,879CommonSOLE
92840M102VSTVISTRA CORP$3.9M0.06%24,049CommonSOLE
M7516K103NVMINOVA LTD$3.8M0.06%11,377CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$3.7M0.06%53,000CALLSOLE
M5425M103INMDINMODE LTD$3.3M0.05%227,000CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$3.1M0.05%26,645CommonSOLE
11135F101AVGOBROADCOM INC$2.9M0.04%2,325CALLSOLE
G29183103ETNEATON CORP PLC$2.7M0.04%8,500CommonSOLE
21873S108CRWVCOREWEAVE INC$2.7M0.04%2,010,676CommonSOLE
336433107FSLRFIRST SOLAR INC$2.5M0.04%9,460CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.4M0.04%20,547CommonSOLE
13321L108CCJCAMECO CORP$2.2M0.03%24,009CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.1M0.03%10,882CommonSOLE
042068905ARM HOLDINGS PLC$2.0M0.03%4,950CALLSOLE
149123101CATCATERPILLAR INC$1.8M0.03%3,172CommonSOLE
M7S750159NYAXNAYAX LTD$1.7M0.03%34,489CommonSOLE
25746U109DDOMINION ENERGY INC$1.5M0.02%26,389CommonSOLE
842587107SOSOUTHERN CO$1.5M0.02%17,267CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.02%54,721CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$1.5M0.02%709,841CommonSOLE
931142103WMTWALMART INC$1.4M0.02%12,414CommonSOLE
594972958MICROSTRATEGY INC$1.3M0.02%374PUTSOLE
653656108NICENICE LTD$1.2M0.02%11,035CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.02%5,444CommonSOLE
346414105FORTYFORMULA SYSTEMS 1985 LTD$1.2M0.02%7,015CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.2M0.02%27,000CommonSOLE
65290E101NXTNEXTRACKER INC$1.2M0.02%13,424CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.1M0.02%1,872CommonSOLE
576323109MTZMASTEC INC$1.1M0.02%5,240CommonSOLE
780259305SHELSHELL PLC$1.1M0.02%14,600CommonSOLE
17253JAA4CIFR 1.75 05/15/30CIPHER MINING INC$1.0M0.02%875,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.0M0.02%16,000CommonSOLE
443510607HUBBHUBBELL INC$1.0M0.02%2,279CommonSOLE
405552100HLNHALEON PLC$1.0M0.02%100,000CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$1.0M0.02%38,500CommonSOLE
871607107SNPSSYNOPSYS INC$993,4580.02%2,115CommonSOLE
199908104FIXCOMFORT SYS USA INC$972,4880.01%1,042CommonSOLE
46222L108IONQIONQ INC$942,2700.01%21,000CommonSOLE
M20791105CAMTCAMTEK LTD$909,6110.01%8,472CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$901,8490.01%45,594CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$892,7980.01%479,999CommonSOLE
67066G104NVDANVIDIA CORPORATION$881,3990.01%4,726CommonSOLE
88080T904TERAWULF INC$875,2060.01%825,000CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$857,4440.01%94,955CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$855,7280.01%11,622CommonSOLE
219350105GLWCORNING INC$845,1290.01%9,652CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$839,8500.01%153,155CommonSOLE
009066101ABNBAIRBNB INC$839,5640.01%6,186CommonSOLE
29364G103ETRENTERGY CORP NEW$836,9540.01%9,055CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$830,8720.01%13,260CommonSOLE
98389B100XELXCEL ENERGY INC$801,2330.01%10,848CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$800,6980.01%203,740CommonSOLE
013872106AAALCOA CORP$794,2840.01%14,947CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$780,8910.01%4,518CommonSOLE
23331A109DHID R HORTON INC$773,4410.01%5,370CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$763,4440.01%7,420CommonSOLE
34959E109FTNTFORTINET INC$756,3800.01%9,525CommonSOLE
916896103UECURANIUM ENERGY CORP$750,9540.01%64,294CommonSOLE
969457100WMBWILLIAMS COS INC$744,3420.01%12,383CommonSOLE
03831W108APPAPPLOVIN CORP$743,2230.01%1,103CommonSOLE
92939U106WECWEC ENERGY GROUP INC$737,4820.01%6,993CommonSOLE
18915M107NETCLOUDFLARE INC$723,7380.01%3,671CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$721,7730.01%2,240CommonSOLE
M78673114PERIPERION NETWORK LTD$715,2920.01%75,636CommonSOLE
30303M102METAMETA PLATFORMS INC$708,9370.01%1,074CommonSOLE
060505104BACBANK AMERICA CORP$706,7500.01%12,850CommonSOLE
526057104LENLENNAR CORP$703,1520.01%6,840CommonSOLE
231561101CWCURTISS WRIGHT CORP$702,3180.01%1,274CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$701,5480.01%131CommonSOLE
H5919C104ONONON HLDG AG$692,5520.01%14,900CommonSOLE
12468P104AIC3 AI INC$685,8620.01%50,880CommonSOLE
N97284958NEBIUS GROUP N.V.$681,0000.01%150CALLSOLE
60770K107MRNAMODERNA INC$678,2700.01%23,000CommonSOLE
88160R101TSLATESLA INC$655,2420.01%1,457CommonSOLE
816851109SRESEMPRA$653,0810.01%7,397CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$652,5390.01%2,688CommonSOLE
654106103NKENIKE INC$629,4550.01%9,880CommonSOLE
60937P106MDBMONGODB INC$627,0170.01%1,494CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$620,2000.01%28,000CommonSOLE
928881101VNTVONTIER CORPORATION$594,8800.01%16,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$592,9250.01%18,500CommonSOLE
191216100KOCOCA COLA CO$587,3840.01%8,402CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$566,6770.01%7,057CommonSOLE
67079K100SMRNUSCALE PWR CORP$563,7250.01%39,783CommonSOLE
81730H109SSENTINELONE INC$546,0000.01%36,400CommonSOLE
008940116AISPWAIRSHIP AI HLDGS INC$531,9990.01%664,999CommonSOLE
077454106BDCBELDEN INC$524,3870.01%14,872CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$492,5510.01%2,674CommonSOLE
78643B500ALARALARUM TECHNOLOGIES LTD$488,5000.01%554,363CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$473,3400.01%4,308CommonSOLE
65340P106NXENEXGEN ENERGY LTD$451,0850.01%49,031CommonSOLE
093712107BEBLOOM ENERGY CORP$439,6630.01%5,060CommonSOLE
72919P202PLUGPLUG POWER INC$413,8760.01%400,000CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$413,0000.01%200,000CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$408,8200.01%704CommonSOLE
03674X106ARANTERO RESOURCES CORP$364,8970.01%10,589CommonSOLE
37637K108GTLBGITLAB INC$337,7700.01%9,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$319,9560.00%364CommonSOLE
594972408MSTRMICROSTRATEGY INC$280,5000.00%1,846CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$274,1080.00%11,704CommonSOLE
835699907SONY GROUP CORP$272,3940.00%531,786CommonSOLE
65473P105NINISOURCE INC$241,2890.00%5,778CommonSOLE
68236H204ONDSONDAS HLDGS INC$233,2640.00%23,900CommonSOLE
92338C103VLTOVERALTO CORP$201,9550.00%2,024CommonSOLE
670346105NUENUCOR CORP$183,8250.00%1,127CommonSOLE
306121112FBYDWFALCONS BEYOND GLOBAL INC$170,4370.00%84,375CommonSOLE
G7S00T104PNRPENTAIR PLC$146,8370.00%1,410CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$125,3240.00%919CommonSOLE
N97284908NEBIUS GROUP N.V.$117,8300.00%60CALLSOLE
009158956AIR PRODS & CHEMS INC$113,8760.00%461CommonSOLE
Q4982L909IREN LIMITED$84,5410.00%102CALLSOLE
18452B118CLSKWCLEANSPARK INC$77,1260.00%100,000CommonSOLE
Q4982L959IREN LIMITED$69,1500.00%80PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$50,4910.00%1,256CommonSOLE
172573957CIRCLE INTERNET GROUP INC$49,2750.00%15PUTSOLE
88160R101TSLATESLA INC$46,4750.00%11CALLSOLE
G7823S101SATLSATELLOGIC INC$41,4250.00%162,452CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$37,6720.00%247PUTSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$36,0620.00%1,250CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$34,4570.00%846CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$33,0110.00%100CommonSOLE
G29201103ECXECARX HOLDINGS INC$32,9400.00%599,992CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$32,0570.00%1,510CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$31,9510.00%11,211CommonSOLE
433539202HIPOHIPPO HLDGS INC$30,0800.00%1,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$26,3930.00%883CommonSOLE
87612E106TGTTARGET CORP$26,0010.00%266CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$25,7870.00%127CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$25,6690.00%463CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$25,5300.00%306CommonSOLE
521865204LEALEAR CORP$25,4410.00%222CommonSOLE
281020107EIXEDISON INTL$25,3880.00%423CommonSOLE
00130H105AESAES CORP$25,3390.00%1,767CommonSOLE
68268W103OMFONEMAIN HLDGS INC$25,2640.00%374CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$25,2590.00%121CommonSOLE
277432100EMNEASTMAN CHEM CO$25,0850.00%393CommonSOLE
103304101BYDBOYD GAMING CORP$24,9750.00%293CommonSOLE
501889208LKQLKQ CORP$24,9450.00%826CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$24,9360.00%223CommonSOLE
247361702DALDELTA AIR LINES INC DEL$24,9150.00%359CommonSOLE
832248207SFDSMITHFIELD FOODS INC$24,8760.00%1,114CommonSOLE
536797103LADLITHIA MTRS INC$24,5920.00%74CommonSOLE
457187102INGRINGREDION INC$24,4780.00%222CommonSOLE
205887102CAGCONAGRA BRANDS INC$24,4420.00%1,412CommonSOLE
337738108FISVFISERV INC$24,3830.00%363CommonSOLE
61945C103MOSMOSAIC CO NEW$24,3550.00%1,011CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$24,2520.00%622CommonSOLE
902681105UGIUGI CORP NEW$24,1050.00%644CommonSOLE
737446104POSTPOST HLDGS INC$24,0690.00%243CommonSOLE
00090Q103ADTADT INC DEL$24,0160.00%2,976CommonSOLE
143130102KMXCARMAX INC$23,9950.00%621CommonSOLE
55616P104MMACYS INC$23,7920.00%1,079CommonSOLE
00206R102TAT&T INC$23,7720.00%957CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$23,7240.00%1,061CommonSOLE
125269100CFCF INDS HLDGS INC$23,6660.00%306CommonSOLE
N20944109CNHCNH INDL N V$23,5110.00%2,550CommonSOLE
37940X102GPNGLOBAL PMTS INC$23,4520.00%303CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$23,4270.00%148CommonSOLE
75734B100RDDTREDDIT INC$23,2170.00%101CommonSOLE
576485205MTDRMATADOR RES CO$23,2150.00%547CommonSOLE
62955J103NOVNOV INC$23,1950.00%1,484CommonSOLE
013091103ACIALBERTSONS COS INC$23,1790.00%1,350CommonSOLE
88339J105TTDTHE TRADE DESK INC$22,7760.00%600CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$22,7140.00%1,136CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$22,6160.00%51CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$22,0250.00%420CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$22,0020.00%160CALLSOLE
03743Q108APAAPA CORPORATION$21,9900.00%899CommonSOLE
74365A309PLXPROTALIX BIOTHERAPEUTICS INC$21,8560.00%12,142CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$21,0360.00%1,200CommonSOLE
M25722105CGENCOMPUGEN LTD$20,8080.00%13,600CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$20,5600.00%500CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$19,7600.00%1,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$19,6860.00%115CommonSOLE
64828T201RITMRITHM CAPITAL CORP$19,6200.00%1,800CommonSOLE
17253J906CIPHER MINING INC$19,5750.00%42CALLSOLE
040413205ANETARISTA NETWORKS INC$18,8680.00%144CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$18,5850.00%425CommonSOLE
482480100KLACKLA CORP$18,2260.00%15CommonSOLE
M0740A108DRTSALPHA TAU MEDICAL LTD$17,8200.00%3,600CommonSOLE
594972908MICROSTRATEGY INC$17,7900.00%70CALLSOLE
038222105AMATAPPLIED MATLS INC$17,4750.00%68CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17,4100.00%61CommonSOLE
78463V907SPDR GOLD TR$17,3250.00%43CALLSOLE
40434L105HPQHP INC$16,7100.00%750CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$16,7040.00%1,800CommonSOLE
79466L302CRMSALESFORCE INC$15,8950.00%60CommonSOLE
303250104FICOFAIR ISAAC CORP$15,2160.00%9CommonSOLE
78409V104SPGIS&P GLOBAL INC$15,1550.00%29CommonSOLE
88080T904TERAWULF INC$14,9600.00%50CALLSOLE
461202103INTUINTUIT$14,5730.00%22CommonSOLE
64110D104NTAPNETAPP INC$14,1360.00%132CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14,1350.00%66CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13,9520.00%52CommonSOLE
032095101APHAMPHENOL CORP NEW$13,9190.00%103CommonSOLE
882508104TXNTEXAS INSTRS INC$13,5320.00%78CommonSOLE
81762P102NOWSERVICENOW INC$13,1740.00%86CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$12,2650.00%69CommonSOLE
458140100INTCINTEL CORP$12,0290.00%326CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$11,4720.00%1,200CommonSOLE
338307101FIVNFIVE9 INC$10,8270.00%540CommonSOLE
74624M102PPURE STORAGE INC$9,3810.00%140CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8,9480.00%40CommonSOLE
M8744T106TBLATABOOLA.COM LTD$8,5430.00%179,859CommonSOLE
62944T105NVRNVR INC$7,2930.00%1CommonSOLE
25400Q113DJTWWTRUMP MEDIA & TECHNOLOGY GRO$7,0100.00%1,000CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$6,9600.00%200CommonSOLE
55354G100MSCIMSCI INC$6,8850.00%12CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6,3450.00%7CommonSOLE
052769106ADSKAUTODESK INC$6,2160.00%21CommonSOLE
303075105FDSFACTSET RESH SYS INC$6,0940.00%21CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$6,0520.00%250CommonSOLE
182744110KIDZWCLASSOVER HLDGS INC$5,9700.00%497,457CommonSOLE
20717M1038QRCONFLUENT INC$5,8360.00%193CommonSOLE
M4757U106GAUZGAUZY LTD$5,6760.00%4,400CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,8400.00%8CommonSOLE
81728N100SNTSENSTAR TECHNOLOGIES CORP$4,8300.00%1,000CommonSOLE
876030107TPRTAPESTRY INC$4,7270.00%37CommonSOLE
891092108TTCTORO CO$4,5660.00%58CommonSOLE
N14506104ESTCELASTIC N V$4,5260.00%60CommonSOLE
38526M106LOPEGRAND CANYON ED INC$4,4900.00%27CommonSOLE
705573103PEGAPEGASYSTEMS INC$4,4790.00%75CommonSOLE
29977A105EVREVERCORE INC$4,4230.00%13CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$4,3860.00%275CommonSOLE
141788109CARGCARGURUS INC$4,3720.00%114CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$4,3500.00%71CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4,3050.00%21CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$4,3040.00%30CommonSOLE
16359R103CHECHEMED CORP NEW$4,2790.00%10CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$4,2770.00%91CommonSOLE
624756102MLIMUELLER INDS INC$4,2480.00%37CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$4,2400.00%63CommonSOLE
988498101YUMYUM BRANDS INC$4,2360.00%28CommonSOLE
68375N103OPKOPKO HEALTH INC$4,2100.00%3,292CommonSOLE
92826C839VVISA INC$4,2090.00%12CommonSOLE
493732101KFRCKFORCE INC$4,2050.00%136CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$4,2040.00%22CommonSOLE
784117103SEICSEI INVTS CO$4,1830.00%51CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4,1830.00%3CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,1720.00%28CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$4,1700.00%100CommonSOLE
257651109DCIDONALDSON INC$4,1670.00%47CommonSOLE
98978V103ZTSZOETIS INC$4,1520.00%33CommonSOLE
872540109TJXTJX COS INC NEW$4,1470.00%27CommonSOLE
19247A100CNSCOHEN & STEERS INC$4,1430.00%66CommonSOLE
172908105CTASCINTAS CORP$4,1380.00%22CommonSOLE
929236107WDFCWD 40 CO$4,1350.00%21CommonSOLE
985817105YELPYELP INC$4,1330.00%136CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$4,1150.00%43CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4,1090.00%52CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,1080.00%23CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$4,1080.00%16CommonSOLE
615369105MCOMOODYS CORP$4,0870.00%8CommonSOLE
775711104ROLROLLINS INC$4,0810.00%68CommonSOLE
831865209AOSSMITH A O CORP$4,0800.00%61CommonSOLE
72407810062CPIPER SANDLER COMPANIES$4,0770.00%12CommonSOLE
30161Q104EXELEXELIXIS INC$4,0760.00%93CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4,0740.00%17CommonSOLE
45168D104IDXXIDEXX LABS INC$4,0590.00%6CommonSOLE
398433102GFFGRIFFON CORP$4,0510.00%55CommonSOLE
375558103GILDGILEAD SCIENCES INC$4,0500.00%33CommonSOLE
02209S103MOALTRIA GROUP INC$4,0360.00%70CommonSOLE
384802104GWWGRAINGER W W INC$4,0360.00%4CommonSOLE
172755100CRUSCIRRUS LOGIC INC$4,0290.00%34CommonSOLE
384109104GGGGRACO INC$4,0170.00%49CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4,0130.00%28CommonSOLE
574599106MASMASCO CORP$3,9980.00%63CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3,9960.00%7CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3,9930.00%39CommonSOLE
45073V108ITTITT INC$3,9910.00%23CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3,9860.00%23CommonSOLE
311900104FASTFASTENAL CO$3,9730.00%99CommonSOLE
03783C100APPFAPPFOLIO INC$3,9550.00%17CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3,9410.00%16CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$3,9320.00%7CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$3,9110.00%49CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,8920.00%10CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$3,8910.00%15CommonSOLE
44951W106IESCIES HLDGS INC$3,8900.00%10CommonSOLE
92343E102VRSNVERISIGN INC$3,8870.00%16CommonSOLE
90353W103UIUBIQUITI INC$3,8730.00%7CommonSOLE
61945C903MOSAIC CO NEW$3,8640.00%21CALLSOLE
221006109CRVLCORVEL CORP$3,8570.00%57CommonSOLE
761152107RMDRESMED INC$3,8540.00%16CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3,8310.00%42CommonSOLE
45867G101IDCCINTERDIGITAL INC$3,8210.00%12CommonSOLE
26210C104DBXDROPBOX INC$3,8090.00%137CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3,8010.00%76CommonSOLE
118440106BKEBUCKLE INC$3,7930.00%71CommonSOLE
095306106BLBDBLUE BIRD CORP$3,7600.00%80CommonSOLE
M98068105WIXWIX COM LTD$3,7400.00%36CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3,7350.00%8CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3,7340.00%13CommonSOLE
254067101DDSDILLARDS INC$3,6380.00%6CommonSOLE
74758T303QLYSQUALYS INC$3,5880.00%27CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3,5620.00%16CommonSOLE
651587107NEUNEWMARKET CORP$3,4360.00%5CommonSOLE
053332102AZOAUTOZONE INC$3,3910.00%1CommonSOLE
M6240T109KMDAKAMADA LTD$3,3510.00%473CommonSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$2,9270.00%66,666CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2,7560.00%16CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2,6830.00%7CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2,5940.00%16CommonSOLE
G02602103DOXAMDOCS LTD$2,5760.00%32CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2,5600.00%10CommonSOLE
M9607U115VLNVALENS SEMICONDUCTOR LTD$2,5560.00%1,800CommonSOLE
25380B102DGXXDIGI PWR X INC$2,5500.00%1,000CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2,5030.00%11CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2,4790.00%9CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2,3880.00%11CommonSOLE
98138H101WDAYWORKDAY INC$2,3630.00%11CommonSOLE
M7S64H106MNDYMONDAY COM LTD$2,3610.00%16CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2,3440.00%5CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2,2660.00%18CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2,2260.00%5CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,1880.00%7CommonSOLE
771049103RBLXROBLOX CORP$2,1880.00%27CommonSOLE
M6191J100FROGJFROG LTD$2,1240.00%34CommonSOLE
538146101LPSNUSDLIVEPERSON INC$2,0740.00%519CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2,0400.00%24CommonSOLE
88076W103TDCTERADATA CORP DEL$1,9790.00%65CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$1,9650.00%50CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$1,6730.00%1,495CommonSOLE
03782L101APPNAPPIAN CORP$1,5580.00%44CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$1,2620.00%70CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$1,1310.00%100CommonSOLE
500255904KOHLS CORP$1,1110.00%9CALLSOLE
M4119S187EVGNEVOGENE LTD$8250.00%750CommonSOLE
46438F901ISHARES BITCOIN TRUST ETF$3520.00%11CALLSOLE
00165C302AMCAMC ENTMT HLDGS INC$3430.00%220CommonSOLE
25809K105DASHDOORDASH INC$2260.00%1CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$1870.00%10CommonSOLE
M87915904TOWER SEMICONDUCTOR LTD$1350.00%18CALLSOLE
M8287R202REEREE AUTOMOTIVE LTD$730.00%100CommonSOLE
47100L901DEFI DEVELOPMENT CORP$400.00%40CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$270.00%54CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$240.00%1CommonSOLE
157210105CEVACEVA INC$220.00%1CommonSOLE
06738C908BARCLAYS BANK PLC$160.00%45CALLSOLE
959802109WUWESTERN UN CO$90.00%1CommonSOLE
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.