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Altshuler Shaham Ltd

Q1 2026 · 13F-HR

Altshuler Shaham Ltdholdings as filed

Filed 2026-05-18 · accession 0001213900-26-058122

$5.54B
Reported value
443
Positions
2026-03-31
Period end
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The Brief · Altshuler Shaham Ltd · Q1 2026

AI · grounded in 13F

Altshuler Shaham Ltd established a new position in RIO worth $106.7M. The fund also opened a new position in ALB for $94.8M and increased its holdings in PANW by 28,276%. Conversely, the fund trimmed its positions in MSFT by 98.4% and ADBE by 99.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$487.8M8.80%1,443,412CommonSOLE
M3760D101ESLTELBIT SYS LTD$380.0M6.86%456,061CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$334.6M6.04%11,463,621CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$311.6M5.62%4,712,641CommonSOLE
023135106AMZNAMAZON COM INC$245.4M4.43%1,178,341CommonSOLE
02079K305GOOGLALPHABET INC$206.4M3.73%717,755CommonSOLE
68389X105ORCLORACLE CORP$194.8M3.52%1,324,210CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$179.1M3.23%2,490,460CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$162.4M2.93%1,479,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$158.4M2.86%1,007,291CommonSOLE
037833100AAPLAPPLE INC$150.2M2.71%591,698CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$137.3M2.48%1,094,619CommonSOLE
11135F101AVGOBROADCOM INC$134.5M2.43%434,535CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$121.6M2.20%758,781CommonSOLE
G25508105CRHCRH PLC$119.3M2.15%1,135,000CommonSOLE
M53213100ICLICL GROUP LTD$114.0M2.06%22,277,813CommonSOLE
67066G104NVDANVIDIA CORPORATION$111.1M2.01%637,236CommonSOLE
65339F101NEENEXTERA ENERGY INC$108.9M1.97%1,172,972CommonSOLE
767204100RIORIO TINTO PLC$106.7M1.93%1,144,000CommonSOLE
55087P104LYFTLYFT INC$101.9M1.84%7,662,027CommonSOLE
747525103QCOMQUALCOMM INC$96.2M1.74%747,220CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$95.3M1.72%393,030CommonSOLE
012653101ALBALBEMARLE CORP$94.8M1.71%528,131CommonSOLE
17275R102CSCOCISCO SYS INC$89.4M1.61%1,151,949CommonSOLE
64110L106NFLXNETFLIX INC$86.1M1.55%895,060CommonSOLE
896239100TRMBTRIMBLE INC$74.0M1.34%1,134,000CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$73.2M1.32%910,721CommonSOLE
042068205ARMARM HOLDINGS PLC$72.4M1.31%478,289CommonSOLE
032654105ADIANALOG DEVICES INC$68.4M1.23%214,990CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$67.3M1.21%470,784CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$58.0M1.05%340,108CommonSOLE
03831W108APPAPPLOVIN CORP$50.9M0.92%127,810CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$50.2M0.91%620,000CommonSOLE
24664T903DELEK LOGISTICS PARTNERS LP$48.3M0.87%144,218CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$43.8M0.79%95,000CommonSOLE
82509L107SHOPSHOPIFY INC$43.5M0.78%366,338CommonSOLE
50187T106LGIHLGI HOMES INC$43.0M0.78%1,087,263CommonSOLE
04626A103ALABASTERA LABS INC$39.4M0.71%366,250CommonSOLE
25243Q205DEODIAGEO PLC$37.2M0.67%500,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$36.4M0.66%524,588CommonSOLE
04010L103ARCCARES CAPITAL CORP$29.7M0.54%1,650,000CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$28.3M0.51%254,625CommonSOLE
892672106TWTRADEWEB MKTS INC$24.1M0.44%205,000CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$17.8M0.32%750,000CommonSOLE
Y46717107KENKENON HLDGS LTD$15.5M0.28%189,228CommonSOLE
172967424CCITIGROUP INC$11.3M0.20%9,500CALLSOLE
G32089107ETORETORO GROUP LTD$10.5M0.19%350,717CommonSOLE
594918904MICROSOFT CORP$9.3M0.17%3,600CALLSOLE
M7516K103NVMINOVA LTD$9.2M0.17%21,351CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$9.1M0.16%650,437CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.9M0.16%13,400CALLSOLE
N97284108NBISNEBIUS GROUP N.V.$8.8M0.16%5,184,001CommonSOLE
36828A101GEVGE VERNOVA INC$8.8M0.16%10,102CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$8.3M0.15%1,029,172CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$6.9M0.13%117,991CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$6.7M0.12%452,242CommonSOLE
M7518J104ODDODDITY TECH LTD$6.6M0.12%492,219CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.8M0.11%7,000CALLSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$5.5M0.10%301,460CommonSOLE
74762E102QUREQUANTA SVCS INC$5.1M0.09%9,309CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.1M0.09%3,000CALLSOLE
060505104BACBANK AMERICA CORP$4.7M0.09%21,300CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$4.1M0.07%20,800CALLSOLE
594918104MSFTMICROSOFT CORP$4.1M0.07%11,123CommonSOLE
G8068L108SNSHARKNINJA INC$4.0M0.07%37,627CommonSOLE
G29183103ETNEATON CORP PLC$3.8M0.07%10,641CommonSOLE
Q4982L109IRENIREN LIMITED$3.7M0.07%1,402,450CommonSOLE
149123101CATCATERPILLAR INC$3.6M0.07%5,096CommonSOLE
87422Q109TLNTALEN ENERGY CORP$3.4M0.06%10,774CommonSOLE
91678A107UPBUPSTREAM BIO INC$3.4M0.06%380,061CommonSOLE
629377508NRGNRG ENERGY INC$3.4M0.06%23,228CommonSOLE
23804L103DDOGDATADOG INC$3.4M0.06%28,694CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.2M0.06%24,692CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.2M0.06%11,538CommonSOLE
931142103WMTWALMART INC$3.2M0.06%25,444CommonSOLE
92840M102VSTVISTRA CORP$3.0M0.05%20,252CommonSOLE
576323109MTZMASTEC INC$3.0M0.05%9,223CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.05%2,618CommonSOLE
653656108NICENICE LTD$2.5M0.04%22,556CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.4M0.04%1,766CommonSOLE
65290E101NXTNEXTRACKER INC$2.4M0.04%19,836CommonSOLE
67077M108NTRNUTRIEN LTD$2.2M0.04%29,405CommonSOLE
88160R101TSLATESLA INC$2.1M0.04%5,753CommonSOLE
009066101ABNBAIRBNB INC$2.1M0.04%16,617CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.1M0.04%62,236CommonSOLE
336433107FSLRFIRST SOLAR INC$2.1M0.04%10,485CommonSOLE
M7S750159NYAXNAYAX LTD$2.0M0.04%36,220CommonSOLE
13321L108CCJCAMECO CORP$2.0M0.04%18,557CommonSOLE
21873S108CRWVCOREWEAVE INC$2.0M0.04%2,000,005CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.0M0.04%4,078CommonSOLE
405552100HLNHALEON PLC$2.0M0.04%196,378CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.9M0.04%28,933CommonSOLE
842587107SOSOUTHERN CO$1.9M0.03%19,643CommonSOLE
25746U109DDOMINION ENERGY INC$1.9M0.03%30,011CommonSOLE
18915M107NETCLOUDFLARE INC$1.8M0.03%8,690CommonSOLE
78463V907SPDR GOLD TR$1.8M0.03%18,835CommonSOLE
83406FAB8SOFI TECHNOLOGIES INC$1.7M0.03%280,000CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.6M0.03%5,803CommonSOLE
M5425M103INMDINMODE LTD$1.6M0.03%119,900CommonSOLE
278642103EBAYEBAY INC.$1.6M0.03%17,810CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.6M0.03%369,568CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.03%2,755CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.6M0.03%2,129CommonSOLE
219350105GLWCORNING INC$1.5M0.03%10,979CommonSOLE
594972958MICROSTRATEGY INC$1.4M0.03%348PUTSOLE
80004C200SNDKSANDISK CORP$1.3M0.02%11,655CommonSOLE
443510607HUBBHUBBELL INC$1.3M0.02%2,594CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.3M0.02%4,780CALLSOLE
654484609NBNIOCORP DEVS LTD$1.3M0.02%13,748CommonSOLE
780259305SHELSHELL PLC$1.2M0.02%13,109CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1.2M0.02%5,935CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$1.2M0.02%84,150CommonSOLE
29364G103ETRENTERGY CORP NEW$1.2M0.02%10,298CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.1M0.02%32,581CommonSOLE
013872106AAALCOA CORP$1.1M0.02%16,999CommonSOLE
M20791105CAMTCAMTEK LTD$1.1M0.02%7,296CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$1.1M0.02%273,925CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.1M0.02%5,142CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$1.0M0.02%11,622CommonSOLE
Q4982L909IREN LIMITED$1.0M0.02%1,000,000CommonSOLE
88080T904TERAWULF INC$1.0M0.02%825,000CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.02%14,084CommonSOLE
04010E109AGXARGAN INC$1.0M0.02%7,079CommonSOLE
231561101CWCURTISS WRIGHT CORP$987,6240.02%1,450CommonSOLE
916896103UECURANIUM ENERGY CORP$987,1740.02%73,124CommonSOLE
17253JAA4CIFR 1.75 05/15/30CIPHER MINING INC$982,5640.02%875,000CommonSOLE
98389B100XELXCEL ENERGY INC$980,0510.02%12,337CommonSOLE
02079K907ALPHABET INC$975,8980.02%3,402CommonSOLE
91680M107UPSTUPSTART HLDGS INC$969,5700.02%37,800CommonSOLE
26603R106DUOLDUOLINGO INC$967,0700.02%9,811CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$932,4000.02%666,000CommonSOLE
346414105FORTYFORMULA SYSTEMS 1985 LTD$926,3490.02%7,742CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$925,5140.02%11,766CommonSOLE
92939U106WECWEC ENERGY GROUP INC$920,7190.02%7,953CommonSOLE
N97284958NEBIUS GROUP N.V.$889,3500.02%150CALLSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$883,6790.02%198,605CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$820,7980.01%479,999CommonSOLE
816851109SRESEMPRA$817,5880.01%8,414CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$812,0700.01%12,600CommonSOLE
548661107LOWLOWES COS INC$790,8290.01%3,347CommonSOLE
60770K107MRNAMODERNA INC$767,0800.01%15,100CommonSOLE
077454106BDCBELDEN INC$764,2650.01%16,916CommonSOLE
093712107BEBLOOM ENERGY CORP$761,8600.01%5,623CommonSOLE
29362U104ENTGENTEGRIS INC$718,9160.01%6,132CommonSOLE
526057104LENLENNAR CORP$703,4040.01%8,100CommonSOLE
23331A109DHID R HORTON INC$699,8220.01%5,100CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$649,7860.01%8,027CommonSOLE
65340P106NXENEXGEN ENERGY LTD$646,8620.01%55,764CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$625,7080.01%7,600CommonSOLE
928881101VNTVONTIER CORPORATION$575,4300.01%16,223CommonSOLE
55405W104MYRGMYR GROUP INC DEL$559,8410.01%1,983CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$546,4000.01%683CALLSOLE
15643U104LEUCENTRUS ENERGY CORP$521,4640.01%3,004CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$508,1090.01%78,533CommonSOLE
04301G607ARTELO BIOSCIENCES INC$484,1940.01%889CommonSOLE
008940116AISPWAIRSHIP AI HLDGS INC$471,6840.01%664,999CommonSOLE
81730H109SSENTINELONE INC$463,6800.01%36,000CommonSOLE
72919P202PLUGPLUG POWER INC$426,1120.01%400,000CommonSOLE
833445109SNOWSNOWFLAKE INC$418,2240.01%2,773CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$410,1450.01%5,509CommonSOLE
29355A107ENPHENPHASE ENERGY INC$340,2900.01%9,000CommonSOLE
65473P105NINISOURCE INC$303,4300.01%6,503CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$275,4850.00%160,000CommonSOLE
06738C908BARCLAYS BANK PLC$269,8880.00%250,000CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$244,4030.00%13,147CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$229,6000.00%200,000CommonSOLE
835699907SONY GROUP CORP$224,3080.00%531,786CommonSOLE
92338C103VLTOVERALTO CORP$200,1830.00%2,264CommonSOLE
G7823S101SATLSATELLOGIC INC$194,9420.00%162,452CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$179,8320.00%884CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$161,0460.00%778PUTSOLE
306121112FBYDWFALCONS BEYOND GLOBAL INC$159,4690.00%84,375CommonSOLE
654106103NKENIKE INC$157,9320.00%2,990CommonSOLE
009158956AIR PRODS & CHEMS INC$134,4970.00%463CommonSOLE
G7S00T104PNRPENTAIR PLC$123,3480.00%1,416CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$81,5480.00%2,900CommonSOLE
Q4982L959IREN LIMITED$73,3430.00%80PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$57,7540.00%1,261CommonSOLE
125269100CFCF INDS HLDGS INC$54,2730.00%418CommonSOLE
Q4982L909IREN LIMITED$53,2450.00%96CALLSOLE
03743Q108APAAPA CORPORATION$52,1590.00%1,229CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$50,1000.00%5,000CommonSOLE
98419M100XYLXYLEM INC$48,7560.00%408CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$47,4370.00%633CommonSOLE
576485205MTDRMATADOR RES CO$47,2590.00%748CommonSOLE
87612E106TGTTARGET CORP$44,1170.00%364CommonSOLE
832248207SFDSMITHFIELD FOODS INC$42,6260.00%1,524CommonSOLE
281020107EIXEDISON INTL$42,2980.00%578CommonSOLE
277432100EMNEASTMAN CHEM CO$41,0600.00%538CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$40,9630.00%816CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$39,7890.00%1,510CommonSOLE
N20944109CNHCNH INDL N V$38,3680.00%3,488CommonSOLE
62955J103NOVNOV INC$38,1840.00%2,030CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$38,1170.00%11,211CommonSOLE
00206R102TAT&T INC$37,9480.00%1,309CommonSOLE
103304101BYDBOYD GAMING CORP$37,1450.00%452CommonSOLE
521865204LEALEAR CORP$36,6870.00%303CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$35,8430.00%1,553CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$35,8360.00%166CommonSOLE
G29201103ECXECARX HOLDINGS INC$35,4000.00%599,992CommonSOLE
143130102KMXCARMAX INC$35,3010.00%849CommonSOLE
61945C103MOSMOSAIC CO NEW$35,1650.00%1,379CommonSOLE
20030N101CMCSACOMCAST CORP NEW$34,6820.00%1,208CommonSOLE
457187102INGRINGREDION INC$34,2490.00%304CommonSOLE
64828T201RITMRITHM CAPITAL CORP$34,1280.00%3,600CommonSOLE
00130H105AESAES CORP$34,0560.00%2,417CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$33,4400.00%20CALLSOLE
501889208LKQLKQ CORP$33,1590.00%1,129CommonSOLE
594972908MICROSTRATEGY INC$33,0700.00%35CALLSOLE
737446104POSTPOST HLDGS INC$32,8220.00%332CommonSOLE
247361702DALDELTA AIR LINES INC DEL$32,6420.00%491CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$32,1340.00%851CommonSOLE
902681105UGIUGI CORP NEW$32,0500.00%880CommonSOLE
013091103ACIALBERTSONS COS INC$31,4730.00%1,847CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$31,4640.00%174CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$30,7100.00%1,452CommonSOLE
205887102CAGCONAGRA BRANDS INC$30,3550.00%1,931CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$30,3530.00%203CommonSOLE
191216100KOCOCA COLA CO$29,7540.00%600CommonSOLE
172573957CIRCLE INTERNET GROUP INC$29,7000.00%15PUTSOLE
225310101CACCCREDIT ACCEP CORP MICH$29,6420.00%70CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$28,5000.00%419CommonSOLE
67079K100SMRNUSCALE PWR CORP$28,1190.00%2,594CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$28,0810.00%305CommonSOLE
37940X102GPNGLOBAL PMTS INC$27,8620.00%414CommonSOLE
337738108FISVFISERV INC$27,6210.00%495CommonSOLE
68268W103OMFONEMAIN HLDGS INC$27,3330.00%511CommonSOLE
00090Q103ADTADT INC DEL$26,7400.00%4,070CommonSOLE
55616P104MMACYS INC$26,6830.00%1,475CommonSOLE
871607107SNPSSYNOPSYS INC$25,7710.00%65CommonSOLE
536797103LADLITHIA MTRS INC$25,4710.00%102CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$24,2760.00%58PUTSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$23,7850.00%500CommonSOLE
88080T904TERAWULF INC$20,7000.00%50CALLSOLE
46428Q909ISHARES SILVER TR$20,1750.00%360CALLSOLE
512807306LRCXLAM RESEARCH CORP$20,0840.00%94CommonSOLE
482480100KLACKLA CORP$19,1410.00%13CommonSOLE
038222105AMATAPPLIED MATLS INC$19,1400.00%56CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$18,5600.00%2,000CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$18,3780.00%360CommonSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$17,3330.00%66,666CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17,0500.00%100CALLSOLE
595112103MUMICRON TECHNOLOGY INC$16,8920.00%50CommonSOLE
74365A309PLXPROTALIX BIOTHERAPEUTICS INC$16,8000.00%7,742CommonSOLE
68375N103OPKOPKO HEALTH INC$16,7360.00%14,775CommonSOLE
882508104TXNTEXAS INSTRS INC$16,6960.00%86CommonSOLE
M0740A108DRTSALPHA TAU MEDICAL LTD$16,2610.00%2,300CommonSOLE
433539202HIPOHIPPO HLDGS INC$15,6360.00%600CommonSOLE
68236H904ONDAS HLDGS INC$14,2720.00%3,200CommonSOLE
M7S64H106MNDYMONDAY COM LTD$13,8220.00%200CommonSOLE
60937P106MDBMONGODB INC$13,7070.00%56CommonSOLE
00724F101ADBEADOBE INC$12,6400.00%52CommonSOLE
594972408MSTRMICROSTRATEGY INC$12,2310.00%98CommonSOLE
78463V907SPDR GOLD TR$12,1180.00%33CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11,9950.00%82CommonSOLE
458140100INTCINTEL CORP$11,8710.00%269CommonSOLE
303250104FICOFAIR ISAAC CORP$11,7430.00%11CommonSOLE
88160R101TSLATESLA INC$11,5970.00%18CALLSOLE
92345Y106VRSKVERISK ANALYTICS INC$11,5750.00%61CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$11,3400.00%1,800CommonSOLE
040413205ANETARISTA NETWORKS INC$11,2960.00%92CommonSOLE
64110D104NTAPNETAPP INC$11,0580.00%108CommonSOLE
032095101APHAMPHENOL CORP NEW$10,7400.00%85CommonSOLE
17253J906CIPHER MINING INC$10,5630.00%42CALLSOLE
78409V104SPGIS&P GLOBAL INC$10,2080.00%24CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$10,0080.00%3,600CommonSOLE
46090E953INVESCO QQQ TR$9,4080.00%355CALLSOLE
09227Q100BLKBBLACKBAUD INC$9,2400.00%750CommonSOLE
79466L302CRMSALESFORCE INC$9,1470.00%49CommonSOLE
74624M102PPURE STORAGE INC$8,7970.00%149CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$8,7280.00%80CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8,5260.00%43CommonSOLE
M25722105CGENCOMPUGEN LTD$8,5200.00%4,000CommonSOLE
182744110KIDZWCLASSOVER HLDGS INC$8,2080.00%497,457CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,9780.00%369CommonSOLE
461202103INTUINTUIT$7,7830.00%18CommonSOLE
771049103RBLXROBLOX CORP$7,5220.00%133CommonSOLE
457642205INODINNODATA INC$7,4620.00%120CommonSOLE
81762P102NOWSERVICENOW INC$7,4230.00%71CommonSOLE
M8287R202REEREE AUTOMOTIVE LTD$7,2560.00%12,102CommonSOLE
303075105FDSFACTSET RESH SYS INC$7,1610.00%33CommonSOLE
58733R102MELIMERCADOLIBRE INC$6,9160.00%4CommonSOLE
594972908MICROSTRATEGY INC$6,8910.00%60CommonSOLE
16679L109CHWYCHEWY INC$6,7500.00%250CommonSOLE
62944T105NVRNVR INC$6,5900.00%1CommonSOLE
M98068105WIXWIX COM LTD$6,3950.00%71CommonSOLE
538146AD3LPSN 0 12/15/26LIVEPERSON INC$5,7940.00%52CommonSOLE
753422104RPDRAPID7 INC$5,5100.00%1,000CommonSOLE
053774955AVIS BUDGET GROUP$5,3300.00%500CommonSOLE
25400Q113DJTWWTRUMP MEDIA & TECHNOLOGY GRO$4,9450.00%1,000CommonSOLE
44951W106IESCIES HLDGS INC$4,7650.00%10CommonSOLE
N14506104ESTCELASTIC N V$4,7490.00%95CommonSOLE
518613203LAURLAUREATE EDUCATION INC$4,5640.00%131CommonSOLE
172755100CRUSCIRRUS LOGIC INC$4,4830.00%31CommonSOLE
92343E102VRSNVERISIGN INC$4,4700.00%18CommonSOLE
493732101KFRCKFORCE INC$4,4150.00%151CommonSOLE
30161Q104EXELEXELIXIS INC$4,3750.00%102CommonSOLE
384802104GWWGRAINGER W W INC$4,3630.00%4CommonSOLE
778296103ROSTROSS STORES INC$4,3330.00%20CommonSOLE
58933Y105MRKMERCK & CO INC$4,3300.00%36CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4,3280.00%16CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$4,3220.00%9CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$4,2940.00%47CommonSOLE
38526M106LOPEGRAND CANYON ED INC$4,2510.00%25CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$4,2450.00%78CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4,2100.00%1CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$4,2090.00%284CommonSOLE
25809K105DASHDOORDASH INC$4,2050.00%28CommonSOLE
141788109CARGCARGURUS INC$4,1880.00%123CommonSOLE
29977A105EVREVERCORE INC$4,1790.00%14CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4,1670.00%10CommonSOLE
02209S103MOALTRIA GROUP INC$4,1570.00%63CommonSOLE
478160104JNJJOHNSON & JOHNSON$4,1550.00%17CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,1540.00%29CommonSOLE
872540109TJXTJX COS INC NEW$4,1520.00%26CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$4,1500.00%14CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4,1340.00%25CommonSOLE
311900104FASTFASTENAL CO$4,1300.00%89CommonSOLE
751212101RLRALPH LAUREN CORP$4,1280.00%12CommonSOLE
371901109GNTXGENTEX CORP$4,0640.00%186CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4,0620.00%44CommonSOLE
46266A109IRMDIRADIMED CORP$4,0430.00%42CommonSOLE
375558103GILDGILEAD SCIENCES INC$4,0420.00%29CommonSOLE
988498101YUMYUM BRANDS INC$4,0420.00%26CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$4,0310.00%100CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$4,0270.00%21CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$4,0200.00%43CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,0190.00%9CommonSOLE
98978V103ZTSZOETIS INC$4,0190.00%34CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,0110.00%22CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$4,0070.00%62CommonSOLE
254067101DDSDILLARDS INC$4,0050.00%7CommonSOLE
784117103SEICSEI INVTS CO$4,0020.00%51CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3,9970.00%8CommonSOLE
920253101VMIVALMONT INDS INC$3,9960.00%10CommonSOLE
624756102MLIMUELLER INDS INC$3,9890.00%36CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3,9850.00%55CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$3,9800.00%15CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3,9650.00%17CommonSOLE
876030107TPRTAPESTRY INC$3,9510.00%28CommonSOLE
90353W103UIUBIQUITI INC$3,9510.00%5CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3,9480.00%11CommonSOLE
437076102HDHOME DEPOT INC$3,9470.00%12CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$3,9390.00%108CommonSOLE
45168D104IDXXIDEXX LABS INC$3,9330.00%7CommonSOLE
92826C839VVISA INC$3,9290.00%13CommonSOLE
891092108TTCTORO CO$3,9240.00%42CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,9080.00%20CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3,9040.00%39CommonSOLE
257651109DCIDONALDSON INC$3,9040.00%46CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3,9040.00%15CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3,9000.00%27CommonSOLE
384109104GGGGRACO INC$3,8940.00%46CommonSOLE
574599106MASMASCO CORP$3,8640.00%64CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$3,8600.00%98CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3,8600.00%29CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3,8600.00%68CommonSOLE
398433102GFFGRIFFON CORP$3,8520.00%53CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3,8470.00%12CommonSOLE
775711104ROLROLLINS INC$3,8460.00%72CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3,8350.00%45CommonSOLE
189054109CLXCLOROX CO DEL$3,8340.00%37CommonSOLE
831865209AOSSMITH A O CORP$3,8250.00%58CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3,7960.00%8CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3,7860.00%8CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$3,7850.00%22CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3,7840.00%3CommonSOLE
16359R103CHECHEMED CORP NEW$3,7770.00%10CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3,7360.00%15CommonSOLE
526107107LIILENNOX INTL INC$3,7130.00%8CommonSOLE
532457108LLYELI LILLY & CO$3,6790.00%19,211CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3,6740.00%24CommonSOLE
929236107WDFCWD 40 CO$3,6710.00%18CommonSOLE
142339100CSLCARLISLE COS INC$3,6700.00%11CommonSOLE
98585X104YETIYETI HLDGS INC$3,6590.00%100CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$3,5810.00%4CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3,5260.00%9CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$3,4830.00%93CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3,4670.00%35CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$3,4470.00%13CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$3,3950.00%500CommonSOLE
172908105CTASCINTAS CORP$3,3830.00%20CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3,2800.00%3CommonSOLE
29444U700EQIXEQUINIX INC$3,2320.00%14CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$3,1880.00%85CALLSOLE
90384S303ULTAULTA BEAUTY INC$3,1360.00%6CommonSOLE
714266953PERPETUA RESOURCES CORP$3,0630.00%25CALLSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3,0380.00%7CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$3,0230.00%826CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2,9540.00%18CommonSOLE
M6240T109KMDAKAMADA LTD$2,8850.00%351CommonSOLE
G02602103DOXAMDOCS LTD$2,7410.00%42CommonSOLE
55354G100MSCIMSCI INC$2,6950.00%5CommonSOLE
08862E109BYNDBEYOND MEAT INC$2,5260.00%3,600CommonSOLE
34959E109FTNTFORTINET INC$2,4520.00%30CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2,2990.00%11CommonSOLE
88339J105TTDTHE TRADE DESK INC$2,2690.00%100CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2,1650.00%11CommonSOLE
88076W103TDCTERADATA CORP DEL$2,1530.00%84CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2,1230.00%6CommonSOLE
M6191J100FROGJFROG LTD$2,1120.00%45CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$2,0050.00%65CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1,9750.00%10CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,9520.00%5CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1,9450.00%7CommonSOLE
052769106ADSKAUTODESK INC$1,9150.00%8CommonSOLE
M8744T106TBLATABOOLA.COM LTD$1,7990.00%179,859CommonSOLE
21900C308CRMDCORMEDIX INC$1,7770.00%48CommonSOLE
03782L101APPNAPPIAN CORP$1,6150.00%67CommonSOLE
46438F951ISHARES BITCOIN TRUST ETF$1,5400.00%20CALLSOLE
75734B100RDDTREDDIT INC$1,4810.00%11CommonSOLE
30303M102METAMETA PLATFORMS INC$1,4800.00%10PUTSOLE
02079K305GOOGLALPHABET INC$1,4400.00%36CALLSOLE
98138H101WDAYWORKDAY INC$1,4290.00%11CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1,4250.00%25PUTSOLE
M2197Q107CLBTCELLEBRITE DI LTD$1,2680.00%92CommonSOLE
12468P104AIC3 AI INC$1,1200.00%133CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1,0920.00%16CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$1,0540.00%1,812CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$8880.00%100CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$7670.00%100CommonSOLE
81728N100SNTSENSTAR TECHNOLOGIES CORP$7580.00%250CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7530.00%10CommonSOLE
02079K907ALPHABET INC$3960.00%18CALLSOLE
02156V109OKLOOKLO INC$3860.00%10CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2710.00%1CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$2160.00%220CommonSOLE
500255904KOHLS CORP$1890.00%9CALLSOLE
29362U904ENTEGRIS INC$1380.00%46CALLSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$710.00%10CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$650.00%1CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$450.00%1CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$250.00%1CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$240.00%1CommonSOLE
157210105CEVACEVA INC$190.00%1CommonSOLE
338307101FIVNFIVE9 INC$150.00%1CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$130.00%1CommonSOLE
714266903PERPETUA RESOURCES CORP$130.00%125CALLSOLE
M78673114PERIPERION NETWORK LTD$100.00%1CommonSOLE
959802109WUWESTERN UN CO$90.00%1CommonSOLE
538146101LPSNUSDLIVEPERSON INC$50.00%2CommonSOLE
872280102CGBDCARLYLE SECURED LENDING INC$20.00%1CommonSOLE
M4757U106GAUZGAUZY LTD$10.00%1CommonSOLE

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.