InvestInfoAI
Qsemble Capital Management, LP

Q2 2025 · 13F-HR

Qsemble Capital Management, LPholdings as filed

Filed 2025-08-11 · accession 0001766159-25-000004

$1.04B
Reported value
410
Positions
2025-06-30
Period end
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The Brief · Qsemble Capital Management, LP · Q2 2025

AI · grounded in 13F

Qsemble Capital Management, LP established a new position in Centene Corp Del CNC valued at $11.47M. The fund also initiated new stakes in Citigroup Inc C for $11.24M and Danaher Corporation DHR for $11.08M. Other new additions include Coca Cola Co KO and CRH PLC CRH.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
15135B101CNCCENTENE CORP DEL$11.5M1.10%211,331CommonSOLE
172967424CCITIGROUP INC$11.2M1.08%132,080CommonSOLE
235851102DHRDANAHER CORPORATION$11.1M1.06%56,079CommonSOLE
191216100KOCOCA COLA CO$11.1M1.06%156,474CommonSOLE
G25508105CRHCRH PLC$10.8M1.03%117,424CommonSOLE
872540109TJXTJX COS INC NEW$10.6M1.01%85,650CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.3M0.99%21,157CommonSOLE
902973304USBUS BANCORP DEL$10.2M0.98%226,427CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$10.2M0.98%42,142CommonSOLE
580135101MCDMCDONALDS CORP$10.1M0.97%34,579CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10.0M0.96%17,816CommonSOLE
049468101TEAMATLASSIAN CORPORATION$10.0M0.96%49,220CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.0M0.96%54,829CommonSOLE
023135106AMZNAMAZON COM INC$9.9M0.95%45,111CommonSOLE
N00985106AERAERCAP HOLDINGS NV$9.9M0.95%84,353CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$9.7M0.93%106,525CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$9.5M0.91%116,755CommonSOLE
037833100AAPLAPPLE INC$9.4M0.90%45,820CommonSOLE
743315103PGRPROGRESSIVE CORP$9.4M0.90%35,198CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9.1M0.87%20,795CommonSOLE
00724F101ADBEADOBE INC$9.0M0.87%23,350CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.0M0.86%17,102CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.9M0.85%55,751CommonSOLE
778296103ROSTROSS STORES INC$8.8M0.84%68,628CommonSOLE
61945C103MOSMOSAIC CO NEW$8.7M0.83%237,783CommonSOLE
009066101ABNBAIRBNB INC$8.6M0.82%64,944CommonSOLE
69047Q102OVVOVINTIV INC$8.5M0.82%224,551CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$8.5M0.82%73,041CommonSOLE
68389X105ORCLORACLE CORP$8.4M0.81%38,442CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.2M0.78%89,586CommonSOLE
34959J108FTVFORTIVE CORP$8.0M0.77%153,709CommonSOLE
22052L104CTVACORTEVA INC$7.9M0.75%105,637CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.9M0.75%35,910CommonSOLE
98978V103ZTSZOETIS INC$7.8M0.75%50,261CommonSOLE
172908105CTASCINTAS CORP$7.8M0.75%35,147CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7.6M0.73%102,201CommonSOLE
277432100EMNEASTMAN CHEM CO$7.5M0.72%100,221CommonSOLE
G87110105FTITECHNIPFMC PLC$7.5M0.72%216,676CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.4M0.71%73,357CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.3M0.70%18,101CommonSOLE
59156R108METMETLIFE INC$7.3M0.70%90,894CommonSOLE
217204106CPRTCOPART INC$7.2M0.69%147,653CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.2M0.69%58,328CommonSOLE
717081103PFEPFIZER INC$7.1M0.68%292,725CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$7.1M0.68%221,966CommonSOLE
501044101KRKROGER CO$7.1M0.68%98,409CommonSOLE
26884L109EQTEQT CORP$7.0M0.67%119,259CommonSOLE
099724106BWABORGWARNER INC$6.9M0.66%206,932CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.8M0.66%14,763CommonSOLE
631103108NDAQNASDAQ INC$6.7M0.64%74,792CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.7M0.64%30,561CommonSOLE
219350105GLWCORNING INC$6.6M0.63%125,265CommonSOLE
12514G108CDWCDW CORP$6.3M0.61%35,516CommonSOLE
02079K305GOOGLALPHABET INC$6.3M0.60%35,783CommonSOLE
770323103RHIROBERT HALF INC.$6.2M0.60%151,669CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.7M0.54%52,650CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5.6M0.54%60,692CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.6M0.54%120,939CommonSOLE
902494103TSNTYSON FOODS INC$5.5M0.53%98,866CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$5.5M0.53%10,468CommonSOLE
682680103OKEONEOK INC NEW$5.4M0.52%66,344CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5.4M0.51%73,347CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.3M0.51%31,736CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.3M0.51%53,703CommonSOLE
278642103EBAYEBAY INC.$5.3M0.51%71,198CommonSOLE
773121108RKLBROCKET LAB CORP$5.3M0.51%147,748CommonSOLE
929740108WABWABTEC$5.2M0.50%24,754CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$5.2M0.50%150,428CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5.1M0.49%12,182CommonSOLE
N14506104ESTCELASTIC N V$5.1M0.49%60,490CommonSOLE
912008109USFDUS FOODS HLDG CORP$4.9M0.47%63,628CommonSOLE
81762P102NOWSERVICENOW INC$4.8M0.46%4,660CommonSOLE
72703H101PLNTPLANET FITNESS INC$4.8M0.46%43,890CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$4.7M0.45%44,661CommonSOLE
79466L302CRMSALESFORCE INC$4.6M0.44%16,817CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.5M0.43%37,006CommonSOLE
02005N100ALLYALLY FINL INC$4.5M0.43%115,869CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.5M0.43%57,986CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.4M0.42%8,119CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4.4M0.42%54,196CommonSOLE
749685103RPMRPM INTL INC$4.3M0.42%39,575CommonSOLE
98419M100XYLXYLEM INC$4.3M0.41%33,408CommonSOLE
031162100AMGNAMGEN INC$4.1M0.40%14,827CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.1M0.39%13,289CommonSOLE
747525103QCOMQUALCOMM INC$4.0M0.39%25,369CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$4.0M0.38%38,780CommonSOLE
403949100DINOHF SINCLAIR CORP$4.0M0.38%96,717CommonSOLE
876030107TPRTAPESTRY INC$4.0M0.38%45,232CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$4.0M0.38%59,648CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$3.9M0.38%103,359CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.9M0.38%134,041CommonSOLE
81211K100SDASEALED AIR CORP NEW$3.7M0.35%119,171CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.7M0.35%42,343CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.6M0.35%110,259CommonSOLE
466313103JBLJABIL INC$3.6M0.35%16,623CommonSOLE
06849F108BBARRICK MNG CORP$3.6M0.34%170,866CommonSOLE
00287Y109ABBVABBVIE INC$3.5M0.34%19,100CommonSOLE
031100100AMEAMETEK INC$3.5M0.34%19,476CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3.5M0.34%34,936CommonSOLE
H5919C104ONONON HLDG AG$3.5M0.33%67,072CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.4M0.32%14,395CommonSOLE
574599106MASMASCO CORP$3.4M0.32%52,240CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.3M0.32%26,009CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$3.3M0.32%110,999CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.3M0.32%21,566CommonSOLE
060505104BACBANK AMERICA CORP$3.3M0.32%69,606CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$3.3M0.31%61,090CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$3.2M0.31%65,777CommonSOLE
629377508NRGNRG ENERGY INC$3.2M0.31%19,971CommonSOLE
166764100CVXCHEVRON CORP NEW$3.2M0.30%22,155CommonSOLE
58933Y105MRKMERCK & CO INC$3.2M0.30%39,848CommonSOLE
36828A101GEVGE VERNOVA INC$3.1M0.30%5,923CommonSOLE
G491BT108IVZINVESCO LTD$3.1M0.30%195,413CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3.0M0.29%40,698CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.0M0.29%67,003CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.9M0.28%9,181CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$2.9M0.28%21,438CommonSOLE
260003108DOVDOVER CORP$2.9M0.28%15,822CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.9M0.28%11,475CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.9M0.27%29,470CommonSOLE
79589L106IOTSAMSARA INC$2.9M0.27%72,005CommonSOLE
07831C103BRBRBELLRING BRANDS INC$2.8M0.27%49,173CommonSOLE
G98239109XPXP INC$2.8M0.27%140,346CommonSOLE
244199105DEDEERE & CO$2.8M0.27%5,528CommonSOLE
086516101BBYBEST BUY INC$2.8M0.27%41,328CommonSOLE
37045V100GMGENERAL MTRS CO$2.8M0.26%56,168CommonSOLE
011659109ALKALASKA AIR GROUP INC$2.7M0.26%55,432CommonSOLE
G54950103LINLINDE PLC$2.7M0.26%5,792CommonSOLE
12653C108CNXCNX RES CORP$2.7M0.26%80,342CommonSOLE
855244109SBUXSTARBUCKS CORP$2.6M0.25%28,887CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.6M0.25%72,954CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$2.6M0.25%143,810CommonSOLE
695156109PKGPACKAGING CORP AMER$2.6M0.25%13,836CommonSOLE
H11356104BGBUNGE GLOBAL SA$2.6M0.25%32,099CommonSOLE
458140100INTCINTEL CORP$2.6M0.25%114,991CommonSOLE
12504L109CBRECBRE GROUP INC$2.6M0.25%18,376CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.5M0.24%33,800CommonSOLE
959802109WUWESTERN UN CO$2.4M0.23%282,836CommonSOLE
690742101OCOWENS CORNING NEW$2.4M0.23%17,247CommonSOLE
D18190898DBDEUTSCHE BANK A G$2.4M0.23%80,979CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.4M0.23%25,287CommonSOLE
69318G106PBFPBF ENERGY INC$2.3M0.22%107,814CommonSOLE
N82405106STLASTELLANTIS N.V$2.3M0.22%232,313CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$2.3M0.22%12,655CommonSOLE
00187Y100APGAPI GROUP CORP$2.3M0.22%44,751CommonSOLE
418056107HASHASBRO INC$2.3M0.22%30,786CommonSOLE
67059N108NTNXNUTANIX INC$2.3M0.22%29,613CommonSOLE
337932107FEFIRSTENERGY CORP$2.3M0.22%56,135CommonSOLE
55024U109LITELUMENTUM HLDGS INC$2.2M0.21%23,142CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.2M0.21%20,411CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.2M0.21%24,053CommonSOLE
231021106CMICUMMINS INC$2.2M0.21%6,679CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.2M0.21%25,170CommonSOLE
69331C108PCGPG&E CORP$2.1M0.21%154,211CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.1M0.20%22,769CommonSOLE
679295105OKTAOKTA INC$2.1M0.20%21,259CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.1M0.20%16,106CommonSOLE
750236101RDNRADIAN GROUP INC$2.1M0.20%58,722CommonSOLE
N20944109CNHCNH INDL N V$2.1M0.20%161,386CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$2.0M0.20%57,577CommonSOLE
058498106BALLBALL CORP$2.0M0.19%36,182CommonSOLE
831865209AOSSMITH A O CORP$2.0M0.19%30,904CommonSOLE
03073E105CORCENCORA INC$2.0M0.19%6,757CommonSOLE
03674X106ARANTERO RESOURCES CORP$2.0M0.19%49,834CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.0M0.19%55,750CommonSOLE
281020107EIXEDISON INTL$2.0M0.19%38,336CommonSOLE
75513E101RTXRTX CORPORATION$2.0M0.19%13,474CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.9M0.19%27,463CommonSOLE
G65431127NENOBLE CORP PLC$1.9M0.19%73,141CommonSOLE
988498101YUMYUM BRANDS INC$1.9M0.19%13,036CommonSOLE
98954M200ZZILLOW GROUP INC$1.9M0.18%27,152CommonSOLE
444859102HUMHUMANA INC$1.9M0.18%7,693CommonSOLE
30063P105EXKEXACT SCIENCES CORP$1.9M0.18%35,293CommonSOLE
553368101MPMP MATERIALS CORP$1.9M0.18%55,757CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.8M0.18%29,026CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$1.8M0.18%42,345CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.17%5,837CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.8M0.17%24,943CommonSOLE
09062X103BIIBBIOGEN INC$1.7M0.17%13,909CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.7M0.16%46,533CommonSOLE
771049103RBLXROBLOX CORP$1.7M0.16%16,210CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.7M0.16%6,796CommonSOLE
380237107GDDYGODADDY INC$1.6M0.16%9,111CommonSOLE
125269100CFCF INDS HLDGS INC$1.6M0.16%17,679CommonSOLE
87043Q108SGSWEETGREEN INC$1.6M0.15%108,133CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.6M0.15%67,223CommonSOLE
29364G103ETRENTERGY CORP NEW$1.6M0.15%19,016CommonSOLE
338307101FIVNFIVE9 INC$1.5M0.15%57,791CommonSOLE
654106103NKENIKE INC$1.5M0.15%21,330CommonSOLE
G0260P102ASAMER SPORTS INC$1.5M0.14%39,020CommonSOLE
15677J108DAYDAYFORCE INC$1.5M0.14%27,063CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.14%9,467CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.5M0.14%62,316CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$1.5M0.14%17,976CommonSOLE
833445109SNOWSNOWFLAKE INC$1.4M0.14%6,438CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$1.4M0.14%23,294CommonSOLE
103304101BYDBOYD GAMING CORP$1.4M0.14%18,187CommonSOLE
98138H101WDAYWORKDAY INC$1.4M0.14%5,914CommonSOLE
093671105HRBBLOCK H & R INC$1.4M0.14%25,850CommonSOLE
98980G102ZSZSCALER INC$1.4M0.14%4,507CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.4M0.13%20,243CommonSOLE
03831W108APPAPPLOVIN CORP$1.4M0.13%3,932CommonSOLE
85423L103SAROSTANDARDAERO INC$1.4M0.13%43,310CommonSOLE
76680R206RNGRINGCENTRAL INC$1.4M0.13%48,139CommonSOLE
891092108TTCTORO CO$1.4M0.13%19,108CommonSOLE
929160109VMCVULCAN MATLS CO$1.3M0.13%5,139CommonSOLE
680665205OLNOLIN CORP$1.3M0.13%66,227CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$1.3M0.13%73,905CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.3M0.13%12,592CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.13%30,194CommonSOLE
G0250X107AMCRAMCOR PLC$1.3M0.12%141,507CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$1.3M0.12%47,032CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.12%9,129CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.3M0.12%24,961CommonSOLE
48242W106KBRKBR INC$1.3M0.12%26,723CommonSOLE
87612E106TGTTARGET CORP$1.3M0.12%12,876CommonSOLE
75734B100RDDTREDDIT INC$1.3M0.12%8,391CommonSOLE
G65163100JOBYJOBY AVIATION INC$1.2M0.12%118,191CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$1.2M0.12%108,838CommonSOLE
G8473T100STESTERIS PLC$1.2M0.12%5,060CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.2M0.12%5,512CommonSOLE
880779103TEXTEREX CORP NEW$1.2M0.12%25,762CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.2M0.12%2,665CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.2M0.12%21,827CommonSOLE
422806109HEIHEICO CORP NEW$1.2M0.11%3,643CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.11%11,070CommonSOLE
03743Q108APAAPA CORPORATION$1.2M0.11%65,209CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1.2M0.11%41,724CommonSOLE
74762E102QUREQUANTA SVCS INC$1.2M0.11%3,075CommonSOLE
237266101DARDARLING INGREDIENTS INC$1.2M0.11%30,583CommonSOLE
500754106KHCKRAFT HEINZ CO$1.2M0.11%44,873CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.2M0.11%29,085CommonSOLE
918204108VFCV F CORP$1.2M0.11%98,110CommonSOLE
126408103CSXCSX CORP$1.2M0.11%35,323CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.1M0.11%9,333CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.11%12,670CommonSOLE
65290E101NXTNEXTRACKER INC$1.1M0.11%20,626CommonSOLE
48666K109KBHKB HOME$1.1M0.11%21,082CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.11%25,692CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1.1M0.11%95,679CommonSOLE
88023B103TEMTEMPUS AI INC$1.1M0.10%17,095CommonSOLE
032095101APHAMPHENOL CORP NEW$1.1M0.10%10,984CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.1M0.10%11,401CommonSOLE
143130102KMXCARMAX INC$1.1M0.10%16,108CommonSOLE
03852U106ARMKARAMARK$1.1M0.10%25,422CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.10%5,663CommonSOLE
963320106WHRWHIRLPOOL CORP$1.1M0.10%10,385CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.0M0.10%1,849CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.0M0.10%13,671CommonSOLE
29362U104ENTGENTEGRIS INC$1.0M0.10%12,611CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.0M0.10%8,812CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.0M0.10%52,467CommonSOLE
146869102CVNACARVANA CO$1.0M0.10%2,975CommonSOLE
958102105WDCWESTERN DIGITAL CORP$986,2780.09%15,413CommonSOLE
922475108VEEVVEEVA SYS INC$976,8280.09%3,392CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$968,5140.09%24,936CommonSOLE
858119100STLDSTEEL DYNAMICS INC$968,1400.09%7,563CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$966,8610.09%52,291CommonSOLE
67079K100SMRNUSCALE PWR CORP$966,6880.09%24,436CommonSOLE
302491303FMCFMC CORP$949,1030.09%22,733CommonSOLE
60937P106MDBMONGODB INC$938,4450.09%4,469CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$924,7290.09%45,219CommonSOLE
983134107WYNNWYNN RESORTS LTD$922,1810.09%9,845CommonSOLE
26701L100BROSDUTCH BROS INC$916,4320.09%13,404CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$905,9730.09%10,126CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$900,1260.09%11,850CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$892,7830.09%24,267CommonSOLE
77543R102ROKUROKU INC$889,3590.09%10,119CommonSOLE
87918A105TDOCTELADOC HEALTH INC$879,9360.08%101,026CommonSOLE
969457100WMBWILLIAMS COS INC$857,7330.08%13,656CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$851,6620.08%8,208CommonSOLE
097023105BABOEING CO$814,0240.08%3,885CommonSOLE
73278L105POOLPOOL CORP$803,6100.08%2,757CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$801,6920.08%13,059CommonSOLE
00766T100ACMAECOM$792,2770.08%7,020CommonSOLE
G87052109TELTE CONNECTIVITY PLC$784,8220.08%4,653CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$784,0850.08%16,005CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$767,7000.07%18,296CommonSOLE
35137L105FOXAFOX CORP$764,4420.07%13,641CommonSOLE
89531P105TREXTREX CO INC$755,6640.07%13,896CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$751,4140.07%10,868CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$747,3470.07%42,223CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$735,5440.07%40,909CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$729,8500.07%8,344CommonSOLE
819047101SHAKSHAKE SHACK INC$729,5730.07%5,189CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$724,2900.07%66,632CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$721,2420.07%71,269CommonSOLE
200340107CMACOMERICA INC$718,0070.07%12,037CommonSOLE
816851109SRESEMPRA$707,9950.07%9,344CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$706,2860.07%361CommonSOLE
142339100CSLCARLISLE COS INC$703,4860.07%1,884CommonSOLE
45167R104IEXIDEX CORP$702,6310.07%4,002CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$697,0830.07%26,305CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$696,3610.07%69,152CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$690,5210.07%3,121CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$665,7170.06%23,449CommonSOLE
G3223R108EGEVEREST GROUP LTD$664,0670.06%1,954CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$660,7380.06%57,656CommonSOLE
369550108GDGENERAL DYNAMICS CORP$651,5680.06%2,234CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$639,7950.06%9,351CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$636,8840.06%2,622CommonSOLE
83304A106SNAPSNAP INC$633,3880.06%72,887CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$627,1810.06%14,180CommonSOLE
46222L108IONQIONQ INC$624,3970.06%14,531CommonSOLE
G9460G101VALVALARIS LTD$613,5850.06%14,571CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$610,6410.06%15,927CommonSOLE
50212V100LPLALPL FINL HLDGS INC$608,9510.06%1,624CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$603,3850.06%19,894CommonSOLE
364760108GAPGAP INC$589,0660.06%27,009CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$571,3260.05%3,114CommonSOLE
30303M102METAMETA PLATFORMS INC$569,8060.05%772CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$555,6140.05%8,172CommonSOLE
30161N101EXCEXELON CORP$531,5910.05%12,243CommonSOLE
G3265R107APTVAPTIV PLC$528,2960.05%7,744CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$527,5480.05%30,905CommonSOLE
91879Q109MTNVAIL RESORTS INC$502,3450.05%3,197CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$501,2010.05%1,430CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$500,5340.05%72,123CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$500,0560.05%1,229CommonSOLE
767292105RIOTRIOT PLATFORMS INC$499,7760.05%44,228CommonSOLE
81730H109SSENTINELONE INC$499,3730.05%27,318CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$498,9180.05%1,530CommonSOLE
443573100HUBSHUBSPOT INC$489,8340.05%880CommonSOLE
931142103WMTWALMART INC$487,4330.05%4,985CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$483,8400.05%8,732CommonSOLE
759916109RGENREPLIGEN CORP$481,4750.05%3,871CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$477,8830.05%6,791CommonSOLE
577933104MMSMAXIMUS INC$472,0250.05%6,724CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$458,5850.04%4,735CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$457,8940.04%1,513CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$451,1660.04%23,535CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$449,1280.04%1,563CommonSOLE
513272104LWLAMB WESTON HLDGS INC$443,6290.04%8,556CommonSOLE
075887109BDXBECTON DICKINSON & CO$437,3430.04%2,539CommonSOLE
L44385109GLOBGLOBANT S A$429,8550.04%4,732CommonSOLE
681919106OMCOMNICOM GROUP INC$428,1870.04%5,952CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$425,6260.04%3,607CommonSOLE
902681105UGIUGI CORP NEW$424,7300.04%11,662CommonSOLE
231561101CWCURTISS WRIGHT CORP$423,5730.04%867CommonSOLE
714046109RVTYREVVITY INC$423,0530.04%4,374CommonSOLE
60770K107MRNAMODERNA INC$417,4370.04%15,130CommonSOLE
668771108GENGEN DIGITAL INC$411,8060.04%14,007CommonSOLE
013872106AAALCOA CORP$408,9790.04%13,859CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$402,6200.04%11,187CommonSOLE
26603R106DUOLDUOLINGO INC$402,2300.04%981CommonSOLE
45337C102INCYINCYTE CORP$392,7330.04%5,767CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$387,4440.04%3,651CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$379,7200.04%20,038CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$368,7400.04%7,581CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$364,4190.03%4,581CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$362,9220.03%22,854CommonSOLE
146229109CRICARTERS INC$355,0520.03%11,784CommonSOLE
04621X108AIZASSURANT INC$352,3220.03%1,784CommonSOLE
596278101MIDDMIDDLEBY CORP$351,7920.03%2,443CommonSOLE
336433107FSLRFIRST SOLAR INC$350,7790.03%2,119CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$348,7630.03%2,274CommonSOLE
228368106CCKCROWN HLDGS INC$347,0430.03%3,370CommonSOLE
682189105ONON SEMICONDUCTOR CORP$338,1490.03%6,452CommonSOLE
37959E102GLGLOBE LIFE INC$337,4470.03%2,715CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$336,6580.03%7,513CommonSOLE
95082P105WCCWESCO INTL INC$328,5450.03%1,774CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$318,7500.03%15,625CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$312,3300.03%2,175CommonSOLE
358039105FRPTFRESHPET INC$311,8000.03%4,588CommonSOLE
759509102RSRELIANCE INC$307,3080.03%979CommonSOLE
626755102MUSAMURPHY USA INC$307,1340.03%755CommonSOLE
559222401MGAMAGNA INTL INC$305,7910.03%7,920CommonSOLE
457730109INSPINSPIRE MED SYS INC$305,3490.03%2,353CommonSOLE
92243G108PCVXVAXCYTE INC$303,0910.03%9,323CommonSOLE
632307104NTRANATERA INC$302,2340.03%1,789CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$301,6270.03%3,868CommonSOLE
29414B104EPAMEPAM SYS INC$301,4780.03%1,705CommonSOLE
576323109MTZMASTEC INC$296,0370.03%1,737CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$294,3430.03%674CommonSOLE
496902404KGCKINROSS GOLD CORP$293,6720.03%18,789CommonSOLE
189054109CLXCLOROX CO DEL$293,4510.03%2,444CommonSOLE
42704L104HRIHERC HLDGS INC$287,8740.03%2,186CommonSOLE
05352A100AVTRAVANTOR INC$286,3620.03%21,275CommonSOLE
441593100HLIHOULIHAN LOKEY INC$285,5810.03%1,587CommonSOLE
013091103ACIALBERTSONS COS INC$279,9740.03%13,016CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$279,8700.03%2,681CommonSOLE
59001A102MTHMERITAGE HOMES CORP$271,4960.03%4,054CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$269,5350.03%11,879CommonSOLE
37637K108GTLBGITLAB INC$269,3970.03%5,972CommonSOLE
922280102VRNSVARONIS SYS INC$265,2700.03%5,227CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$264,8610.03%2,983CommonSOLE
833034101SNASNAP ON INC$258,9020.02%832CommonSOLE
574795100MASIMASIMO CORP$256,5360.02%1,525CommonSOLE
60786M105MCMOELIS & CO$248,5940.02%3,989CommonSOLE
55354G100MSCIMSCI INC$243,3840.02%422CommonSOLE
117043109BCBRUNSWICK CORP$241,6750.02%4,375CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$239,5470.02%10,656CommonSOLE
55616P104MMACYS INC$234,2140.02%20,087CommonSOLE
783549108RRYDER SYS INC$234,2070.02%1,473CommonSOLE
216648501COOCOOPER COS INC$233,6890.02%3,284CommonSOLE
M7S64H106MNDYMONDAY COM LTD$221,0790.02%703CommonSOLE
683344105ONTOONTO INNOVATION INC$219,9260.02%2,179CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$214,8480.02%9,797CommonSOLE
57686G105MATXMATSON INC$210,7860.02%1,893CommonSOLE
77311W101RKTROCKET COS INC$209,1830.02%14,752CommonSOLE
552690109MDUMDU RES GROUP INC$208,9420.02%12,534CommonSOLE
50050N103KTBKONTOOR BRANDS INC$208,2010.02%3,156CommonSOLE
254067101DDSDILLARDS INC$205,9900.02%493CommonSOLE
501889208LKQLKQ CORP$204,8500.02%5,535CommonSOLE
829073105SSDSIMPSON MFG INC$202,3690.02%1,303CommonSOLE
93627C101HCCWARRIOR MET COAL INC$201,5600.02%4,398CommonSOLE
40131M109GHGUARDANT HEALTH INC$201,0310.02%3,863CommonSOLE
500255104KSSKOHLS CORP$193,9880.02%22,876CommonSOLE
01626W101ALITALIGHT INC$177,9840.02%31,446CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$166,3140.02%14,823CommonSOLE

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.