InvestInfoAI
Aquatic Capital Management LLC

Q2 2025 · 13F-HR

Aquatic Capital Management LLCholdings as filed

Filed 2025-08-14 · accession 0001803916-25-000011

$4.95B
Reported value
1,209
Positions
2025-06-30
Period end
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The Brief · Aquatic Capital Management LLC · Q2 2025

AI · grounded in 13F

Aquatic Capital Management LLC established a new position in Thermo Fisher Scientific Inc TMO worth $59.6M. The fund also initiated new stakes in Walmart Inc WMT for $56.6M and Progressive Corp PGR for $55.9M. Other new additions include Nvidia Corporation NVDA at $54M and SoFi Technologies Inc SOFI at $51.9M.

Holdings as filed

First 500 of 1209

CUSIPTickerIssuerValue% port.SharesClassVoting
883556102TMOTHERMO FISHER SCIENTIFIC INC$59.6M1.20%146,922CommonNONE
931142103WMTWALMART INC$56.6M1.14%578,370CommonNONE
743315103PGRPROGRESSIVE CORP$55.9M1.13%209,616CommonNONE
67066G104NVDANVIDIA CORPORATION$54.0M1.09%341,715CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$51.9M1.05%2,851,023CommonNONE
872590104TMUST-MOBILE US INC$51.0M1.03%213,999CommonNONE
00287Y109ABBVABBVIE INC$46.9M0.95%252,888CommonNONE
478160104JNJJOHNSON & JOHNSON$43.3M0.88%283,641CommonNONE
00724F101ADBEADOBE INC$42.0M0.85%108,617CommonNONE
461202103INTUINTUIT$41.7M0.84%52,932CommonNONE
713448108PEPPEPSICO INC$41.7M0.84%315,480CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$41.4M0.84%76,131CommonNONE
79466L302CRMSALESFORCE INC$41.1M0.83%150,614CommonNONE
539830109LMTLOCKHEED MARTIN CORP$39.8M0.80%85,921CommonNONE
345370860FFORD MTR CO$39.4M0.80%3,632,391CommonNONE
458140100INTCINTEL CORP$38.4M0.78%1,714,305CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$37.3M0.75%273,796CommonNONE
595112103MUMICRON TECHNOLOGY INC$36.6M0.74%297,348CommonNONE
872540109TJXTJX COS INC NEW$35.4M0.72%287,029CommonNONE
009066101ABNBAIRBNB INC$35.2M0.71%265,916CommonNONE
742718109PGPROCTER AND GAMBLE CO$35.1M0.71%220,310CommonNONE
032095101APHAMPHENOL CORP NEW$34.8M0.70%352,161CommonNONE
049468101TEAMATLASSIAN CORPORATION$34.3M0.69%169,016CommonNONE
718172109PMPHILIP MORRIS INTL INC$34.1M0.69%187,277CommonNONE
907818108UNPUNION PAC CORP$33.7M0.68%146,672CommonNONE
60937P106MDBMONGODB INC$31.9M0.64%151,696CommonNONE
191216100KOCOCA COLA CO$31.8M0.64%448,994CommonNONE
146869102CVNACARVANA CO$31.7M0.64%93,977CommonNONE
57636Q104MAMASTERCARD INCORPORATED$30.4M0.61%54,130CommonNONE
00827B106AFRMAFFIRM HLDGS INC$30.1M0.61%435,307CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$30.0M0.61%322,036CommonNONE
075887109BDXBECTON DICKINSON & CO$28.8M0.58%167,441CommonNONE
143658300CCL1EURCARNIVAL CORP$28.1M0.57%999,025CommonNONE
235851102DHRDANAHER CORPORATION$28.0M0.57%141,781CommonNONE
512807306LRCXLAM RESEARCH CORP$27.7M0.56%284,732CommonNONE
92537N108VRTVERTIV HOLDINGS CO$27.6M0.56%214,718CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$27.3M0.55%52,025CommonNONE
19260Q107COINCOINBASE GLOBAL INC$25.8M0.52%73,669CommonNONE
37045V100GMGENERAL MTRS CO$25.7M0.52%521,974CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$25.2M0.51%449,182CommonNONE
548661107LOWLOWES COS INC$24.7M0.50%111,166CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$24.6M0.50%79,753CommonNONE
12572Q105CMECME GROUP INC$24.4M0.49%88,612CommonNONE
11135F101AVGOBROADCOM INC$24.4M0.49%88,455CommonNONE
26856L103ELFE L F BEAUTY INC$24.4M0.49%195,768CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$24.0M0.49%307,465CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$24.0M0.49%169,363CommonNONE
09260D107BXBLACKSTONE INC$23.5M0.47%156,801CommonNONE
579780206MKCMCCORMICK & CO INC$23.2M0.47%305,707CommonNONE
438516106HONHONEYWELL INTL INC$23.1M0.47%99,331CommonNONE
172908105CTASCINTAS CORP$23.1M0.47%103,612CommonNONE
82509L107SHOPSHOPIFY INC$22.9M0.46%198,876CommonNONE
969457100WMBWILLIAMS COS INC$22.3M0.45%354,649CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$22.1M0.45%238,159CommonNONE
49456B101KMIKINDER MORGAN INC DEL$21.4M0.43%727,253CommonNONE
776696106ROPROPER TECHNOLOGIES INC$20.9M0.42%36,839CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$20.5M0.41%172,034CommonNONE
457669307INSMINSMED INC$20.1M0.41%199,934CommonNONE
58933Y105MRKMERCK & CO INC$20.1M0.41%253,836CommonNONE
83304A106SNAPSNAP INC$20.0M0.40%2,301,780CommonNONE
443573100HUBSHUBSPOT INC$19.9M0.40%35,796CommonNONE
020002101ALLALLSTATE CORP$19.9M0.40%98,840CommonNONE
92840M102VSTVISTRA CORP$19.6M0.40%101,209CommonNONE
88339J105TTDTHE TRADE DESK INC$19.0M0.38%263,296CommonNONE
55024U109LITELUMENTUM HLDGS INC$18.9M0.38%198,619CommonNONE
31428X106FDXFEDEX CORP$18.8M0.38%82,576CommonNONE
58733R102MELIMERCADOLIBRE INC$18.8M0.38%7,178CommonNONE
052769106ADSKAUTODESK INC$18.8M0.38%60,576CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$18.7M0.38%44,559CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$18.4M0.37%61,618CommonNONE
629377508NRGNRG ENERGY INC$18.4M0.37%114,571CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$17.8M0.36%75,699CommonNONE
91680M107UPSTUPSTART HLDGS INC$17.8M0.36%274,884CommonNONE
254687106DISDISNEY WALT CO$17.6M0.36%142,261CommonNONE
773903109ROKROCKWELL AUTOMATION INC$17.0M0.34%51,191CommonNONE
496902404KGCKINROSS GOLD CORP$16.8M0.34%1,076,014CommonNONE
760759100RSGREPUBLIC SVCS INC$16.7M0.34%67,851CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$16.7M0.34%288,053CommonNONE
37733W204GSKGSK PLC$16.5M0.33%430,465CommonNONE
98978V103ZTSZOETIS INC$16.5M0.33%105,963CommonNONE
366651107ITGARTNER INC$16.2M0.33%40,139CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$16.2M0.33%469,646CommonNONE
06738E204BCSBARCLAYS PLC$16.0M0.32%860,083CommonNONE
125269100CFCF INDS HLDGS INC$15.7M0.32%171,149CommonNONE
81141R100SESEA LTD$15.7M0.32%98,189CommonNONE
29364G103ETRENTERGY CORP NEW$15.7M0.32%188,319CommonNONE
929160109VMCVULCAN MATLS CO$15.1M0.31%57,917CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$14.9M0.30%487,368CommonNONE
86333M108LRNSTRIDE INC$14.9M0.30%102,404CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$14.9M0.30%90,291CommonNONE
91913Y100VLOVALERO ENERGY CORP$14.7M0.30%109,431CommonNONE
031100100AMEAMETEK INC$14.6M0.29%80,482CommonNONE
683344105ONTOONTO INNOVATION INC$14.5M0.29%144,067CommonNONE
74967X103RHRH$14.5M0.29%76,485CommonNONE
922475108VEEVVEEVA SYS INC$13.9M0.28%48,356CommonNONE
55354G100MSCIMSCI INC$13.6M0.28%23,590CommonNONE
674599105OXYOCCIDENTAL PETE CORP$13.6M0.27%322,800CommonNONE
143130102KMXCARMAX INC$13.2M0.27%196,588CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$13.0M0.26%72,329CommonNONE
422806109HEIHEICO CORP NEW$12.8M0.26%39,124CommonNONE
904767704UNILEVER PLC$12.7M0.26%208,187CommonNONE
231021106CMICUMMINS INC$12.5M0.25%38,094CommonNONE
29355A107ENPHENPHASE ENERGY INC$12.5M0.25%314,509CommonNONE
682680103OKEONEOK INC NEW$12.4M0.25%151,941CommonNONE
109641100EATBRINKER INTL INC$12.3M0.25%68,291CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$12.3M0.25%1,192,128CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$11.9M0.24%2,050CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$11.9M0.24%122,932CommonNONE
654902204NOKNOKIA CORP$11.6M0.24%2,245,504CommonNONE
00751Y106AAPADVANCE AUTO PARTS INC$11.6M0.23%248,816CommonNONE
98419M100XYLXYLEM INC$11.4M0.23%88,478CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$11.4M0.23%93,036CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$11.4M0.23%109,375CommonNONE
351858105FNVFRANCO NEV CORP$11.3M0.23%68,640CommonNONE
983134107WYNNWYNN RESORTS LTD$11.2M0.23%119,922CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$11.2M0.23%94,960CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$11.1M0.22%60,544CommonNONE
166764100CVXCHEVRON CORP NEW$11.0M0.22%76,538CommonNONE
15101Q207CLSCELESTICA INC$10.9M0.22%69,725CommonNONE
917047102URBNURBAN OUTFITTERS INC$10.8M0.22%148,403CommonNONE
29786A106ETSYETSY INC$10.6M0.22%212,268CommonNONE
771049103RBLXROBLOX CORP$10.6M0.21%100,932CommonNONE
69331C108PCGPG&E CORP$10.6M0.21%761,498CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$10.5M0.21%56,161CommonNONE
26701L100BROSDUTCH BROS INC$10.5M0.21%153,552CommonNONE
163072101CAKECHEESECAKE FACTORY INC$10.4M0.21%165,902CommonNONE
723484101PNWPINNACLE WEST CAP CORP$10.3M0.21%115,403CommonNONE
819047101SHAKSHAKE SHACK INC$10.3M0.21%73,220CommonNONE
443201108HWMHOWMET AEROSPACE INC$10.2M0.21%54,670CommonNONE
808513105SCHWSCHWAB CHARLES CORP$10.1M0.20%110,294CommonNONE
369550108GDGENERAL DYNAMICS CORP$10.0M0.20%34,339CommonNONE
45784P101PODDINSULET CORP$10.0M0.20%31,728CommonNONE
14149Y108CAHCARDINAL HEALTH INC$9.9M0.20%58,872CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$9.7M0.20%22,181CommonNONE
150870103CECELANESE CORP DEL$9.7M0.20%174,999CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.6M0.19%208,287CommonNONE
46266C105IQVIQVIA HLDGS INC$9.6M0.19%60,974CommonNONE
093712107BEBLOOM ENERGY CORP$9.6M0.19%400,612CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$9.3M0.19%149,162CommonNONE
925050106VRNAVERONA PHARMA PLC$9.3M0.19%98,742CommonNONE
260557103DOWDOW INC$9.3M0.19%352,169CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$9.3M0.19%91,850CommonNONE
631103108NDAQNASDAQ INC$9.3M0.19%103,710CommonNONE
744320102PRUPRUDENTIAL FINL INC$9.2M0.19%85,265CommonNONE
87612E106TGTTARGET CORP$9.1M0.18%91,957CommonNONE
12504L109CBRECBRE GROUP INC$9.1M0.18%64,716CommonNONE
52567D107LMNDLEMONADE INC$9.0M0.18%205,161CommonNONE
90384S303ULTAULTA BEAUTY INC$9.0M0.18%19,182CommonNONE
403949100DINOHF SINCLAIR CORP$8.9M0.18%217,038CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$8.9M0.18%788,972CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$8.8M0.18%1,159,729CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.8M0.18%53,475CommonNONE
16679L109CHWYCHEWY INC$8.7M0.18%204,445CommonNONE
892356106TSCOTRACTOR SUPPLY CO$8.6M0.17%162,321CommonNONE
59156R108METMETLIFE INC$8.5M0.17%105,711CommonNONE
714046109RVTYREVVITY INC$8.5M0.17%87,386CommonNONE
281020107EIXEDISON INTL$8.4M0.17%163,306CommonNONE
032654105ADIANALOG DEVICES INC$8.3M0.17%35,054CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$8.3M0.17%84,217CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$8.3M0.17%136,030CommonNONE
012653101ALBALBEMARLE CORP$8.3M0.17%132,437CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8.2M0.17%105,508CommonNONE
88162G103TTEKTETRA TECH INC NEW$8.2M0.17%228,259CommonNONE
15135B101CNCCENTENE CORP DEL$8.2M0.16%150,360CommonNONE
40131M109GHGUARDANT HEALTH INC$8.1M0.16%155,964CommonNONE
87612G101TRGPTARGA RES CORP$8.1M0.16%46,383CommonNONE
580135101MCDMCDONALDS CORP$8.0M0.16%27,436CommonNONE
48666K109KBHKB HOME$7.9M0.16%148,802CommonNONE
82452J109FOURSHIFT4 PMTS INC$7.8M0.16%79,177CommonNONE
233331107DTEDTE ENERGY CO$7.7M0.16%58,490CommonNONE
681919106OMCOMNICOM GROUP INC$7.7M0.16%107,609CommonNONE
55087P104LYFTLYFT INC$7.7M0.16%488,847CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7.6M0.15%52,841CommonNONE
20825C104COPCONOCOPHILLIPS$7.6M0.15%84,382CommonNONE
77543R102ROKUROKU INC$7.5M0.15%85,364CommonNONE
80105N105SNYSANOFI$7.5M0.15%154,223CommonNONE
03674X106ARANTERO RESOURCES CORP$7.4M0.15%184,558CommonNONE
61945C103MOSMOSAIC CO NEW$7.4M0.15%203,424CommonNONE
418056107HASHASBRO INC$7.4M0.15%100,070CommonNONE
G0176J109ALLEALLEGION PLC$7.4M0.15%51,241CommonNONE
448579102HHYATT HOTELS CORP$7.3M0.15%52,202CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7.3M0.15%634,530CommonNONE
632307104NTRANATERA INC$7.3M0.15%43,034CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$7.3M0.15%1,710,573CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$7.2M0.15%32,447CommonNONE
12468P104AIC3 AI INC$7.2M0.15%293,968CommonNONE
25243Q205DEODIAGEO PLC$7.2M0.14%71,068CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$7.1M0.14%39,244CommonNONE
59001A102MTHMERITAGE HOMES CORP$7.0M0.14%104,350CommonNONE
451107106IDAIDACORP INC$6.9M0.14%60,101CommonNONE
466313103JBLJABIL INC$6.8M0.14%31,222CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$6.8M0.14%213,728CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$6.8M0.14%74,622CommonNONE
311900104FASTFASTENAL CO$6.8M0.14%160,817CommonNONE
26603R106DUOLDUOLINGO INC$6.7M0.14%16,418CommonNONE
92243G108PCVXVAXCYTE INC$6.7M0.14%206,171CommonNONE
29446Y502EQXEQUINOX GOLD CORP$6.7M0.14%1,162,562CommonNONE
574599106MASMASCO CORP$6.6M0.13%103,073CommonNONE
04621X108AIZASSURANT INC$6.6M0.13%33,545CommonNONE
644535106NGDNNEW GOLD INC CDA$6.6M0.13%1,336,493CommonNONE
116794108BRKRBRUKER CORP$6.5M0.13%158,713CommonNONE
517834107LVSLAS VEGAS SANDS CORP$6.5M0.13%150,011CommonNONE
00766T100ACMAECOM$6.5M0.13%57,377CommonNONE
G7S00T104PNRPENTAIR PLC$6.4M0.13%62,080CommonNONE
87043Q108SGSWEETGREEN INC$6.3M0.13%425,517CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$6.2M0.13%158,086CommonNONE
98389B100XELXCEL ENERGY INC$6.0M0.12%88,605CommonNONE
69351T106PPLPPL CORP$6.0M0.12%176,644CommonNONE
099406100BOOTBOOT BARN HLDGS INC$6.0M0.12%39,324CommonNONE
185123106CWANCLEARWATER ANALYTICS HLDGS I$6.0M0.12%272,153CommonNONE
963320106WHRWHIRLPOOL CORP$5.9M0.12%58,637CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$5.9M0.12%26,843CommonNONE
94419L101WWAYFAIR INC$5.9M0.12%114,518CommonNONE
69753M105PLMRPALOMAR HLDGS INC$5.9M0.12%37,928CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$5.8M0.12%60,731CommonNONE
358039105FRPTFRESHPET INC$5.8M0.12%85,362CommonNONE
817565104SCISERVICE CORP INTL$5.7M0.12%70,156CommonNONE
G39387108GFSGLOBALFOUNDRIES INC$5.7M0.11%148,718CommonNONE
29977A105EVREVERCORE INC$5.7M0.11%21,009CommonNONE
653656108NICENICE LTD$5.6M0.11%33,385CommonNONE
02319V103ABEVAMBEV SA$5.6M0.11%2,329,999CommonNONE
001084102AGCOAGCO CORP$5.6M0.11%54,118CommonNONE
35137L105FOXAFOX CORP$5.6M0.11%99,196CommonNONE
596278101MIDDMIDDLEBY CORP$5.6M0.11%38,564CommonNONE
G9460G101VALVALARIS LTD$5.5M0.11%130,725CommonNONE
404280406HSBCHSBC HLDGS PLC$5.5M0.11%90,445CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$5.4M0.11%46,857CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$5.4M0.11%35,519CommonNONE
29414B104EPAMEPAM SYS INC$5.4M0.11%30,322CommonNONE
M3760D101ESLTELBIT SYS LTD$5.4M0.11%11,923CommonNONE
441593100HLIHOULIHAN LOKEY INC$5.3M0.11%29,677CommonNONE
636274409NGGNATIONAL GRID PLC$5.3M0.11%71,306CommonNONE
387328107GVAGRANITE CONSTR INC$5.3M0.11%56,608CommonNONE
058498106BALLBALL CORP$5.3M0.11%94,312CommonNONE
731068102PIIPOLARIS INC$5.3M0.11%129,650CommonNONE
94106L109WMWASTE MGMT INC DEL$5.3M0.11%22,959CommonNONE
665531307NOGNORTHERN OIL & GAS INC$5.3M0.11%185,294CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$5.2M0.10%36,156CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$5.2M0.10%119,250CommonNONE
29446M102EQNREQUINOR ASA$5.2M0.10%205,628CommonNONE
H2906T109GRMNGARMIN LTD$5.1M0.10%24,407CommonNONE
10316T104BOXBOX INC$5.1M0.10%149,008CommonNONE
929740108WABWABTEC$5.0M0.10%24,070CommonNONE
45167R104IEXIDEX CORP$5.0M0.10%28,330CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$4.9M0.10%257,401CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$4.9M0.10%23,567CommonNONE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$4.9M0.10%305,116CommonNONE
26969P108EXPEAGLE MATLS INC$4.9M0.10%24,268CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$4.9M0.10%35,245CommonNONE
17243V102CNKCINEMARK HLDGS INC$4.9M0.10%161,922CommonNONE
889478103TOLTOLL BROTHERS INC$4.9M0.10%42,816CommonNONE
626717102MURMURPHY OIL CORP$4.9M0.10%216,534CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$4.9M0.10%15,786CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$4.9M0.10%79,563CommonNONE
639057207NWGNATWEST GROUP PLC$4.9M0.10%343,203CommonNONE
892331307TMTOYOTA MOTOR CORP$4.8M0.10%27,813CommonNONE
34354P105FLSFLOWSERVE CORP$4.8M0.10%91,130CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.8M0.10%21,492CommonNONE
H1467J104CBCHUBB LIMITED$4.8M0.10%16,400CommonNONE
30161Q104EXELEXELIXIS INC$4.7M0.10%107,000CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.7M0.09%9,119CommonNONE
03073E105CORCENCORA INC$4.6M0.09%15,442CommonNONE
33829M101FIVEFIVE BELOW INC$4.6M0.09%35,162CommonNONE
46817M107JXNJACKSON FINANCIAL INC$4.5M0.09%51,195CommonNONE
549498103CCIVGBPLUCID GROUP INC$4.5M0.09%2,146,111CommonNONE
437076102HDHOME DEPOT INC$4.5M0.09%12,320CommonNONE
500754106KHCKRAFT HEINZ CO$4.5M0.09%173,097CommonNONE
70202L102PSNPARSONS CORP DEL$4.5M0.09%62,212CommonNONE
H5919C104ONONON HLDG AG$4.4M0.09%84,472CommonNONE
73278L105POOLPOOL CORP$4.4M0.09%14,936CommonNONE
G6683N103NUNU HLDGS LTD$4.3M0.09%316,931CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$4.3M0.09%163,712CommonNONE
438128308HMCHONDA MOTOR LTD$4.3M0.09%149,569CommonNONE
127190304CACICACI INTL INC$4.3M0.09%8,921CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$4.2M0.09%9,693CommonNONE
427866108HSYHERSHEY CO$4.2M0.09%25,483CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$4.2M0.09%62,016CommonNONE
412822108HOGHARLEY DAVIDSON INC$4.2M0.09%178,379CommonNONE
37247D106GNWGENWORTH FINL INC$4.2M0.08%536,270CommonNONE
090572207BIOBIO RAD LABS INC$4.2M0.08%17,282CommonNONE
247361702DALDELTA AIR LINES INC DEL$4.2M0.08%84,501CommonNONE
384109104GGGGRACO INC$4.2M0.08%48,294CommonNONE
29082A107EMBJEMBRAER S.A.$4.1M0.08%72,546CommonNONE
85914M107STEPSTEPSTONE GROUP INC$4.1M0.08%74,359CommonNONE
72352L106PINSPINTEREST INC$4.1M0.08%114,931CommonNONE
146229109CRICARTERS INC$4.1M0.08%136,065CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$4.1M0.08%55,458CommonNONE
125523100CITHE CIGNA GROUP$4.1M0.08%12,310CommonNONE
26884L109EQTEQT CORP$4.1M0.08%69,593CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$4.0M0.08%133,362CommonNONE
66987V109NVSNOVARTIS AG$4.0M0.08%33,240CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$4.0M0.08%73,312CommonNONE
806407102HSICHENRY SCHEIN INC$4.0M0.08%54,203CommonNONE
011659109ALKALASKA AIR GROUP INC$3.9M0.08%79,795CommonNONE
00130H105AESAES CORP$3.9M0.08%372,480CommonNONE
703343103PATKPATRICK INDS INC$3.9M0.08%42,367CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$3.9M0.08%86,809CommonNONE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$3.9M0.08%106,899CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$3.9M0.08%53,404CommonNONE
45867G101IDCCINTERDIGITAL INC$3.9M0.08%17,209CommonNONE
816850101SMTCSEMTECH CORP$3.8M0.08%85,097CommonNONE
037833100AAPLAPPLE INC$3.8M0.08%18,696CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$3.8M0.08%19,303CommonNONE
690742101OCOWENS CORNING NEW$3.8M0.08%27,714CommonNONE
117043109BCBRUNSWICK CORP$3.8M0.08%68,985CommonNONE
43283X105HGVHILTON GRAND VACATIONS INC$3.8M0.08%91,073CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$3.8M0.08%120,031CommonNONE
N14506104ESTCELASTIC N V$3.8M0.08%44,475CommonNONE
371901109GNTXGENTEX CORP$3.7M0.08%169,886CommonNONE
80013R206AYS1SANDSTORM GOLD LTD$3.7M0.08%396,559CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$3.7M0.07%215,817CommonNONE
69343T107PJTPJT PARTNERS INC$3.7M0.07%22,291CommonNONE
337738108FISVFISERV INC$3.7M0.07%21,301CommonNONE
72703H101PLNTPLANET FITNESS INC$3.7M0.07%33,627CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$3.7M0.07%506,288CommonNONE
G76279101ROIVROIVANT SCIENCES LTD$3.6M0.07%323,781CommonNONE
302492103FLYWFLYWIRE CORPORATION$3.6M0.07%311,592CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$3.6M0.07%63,206CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$3.6M0.07%15,518CommonNONE
229899109CFRCULLEN FROST BANKERS INC$3.6M0.07%28,138CommonNONE
48282T104KAIKADANT INC$3.6M0.07%11,387CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$3.6M0.07%520,247CommonNONE
01625V104ALHCALIGNMENT HEALTHCARE INC$3.6M0.07%257,811CommonNONE
219798105QDELQUIDELORTHO CORP$3.6M0.07%123,825CommonNONE
05329W102ANAUTONATION INC$3.6M0.07%17,964CommonNONE
056525108BMIBADGER METER INC$3.5M0.07%14,400CommonNONE
536797103LADLITHIA MTRS INC$3.5M0.07%10,431CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$3.5M0.07%17,412CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.5M0.07%63,049CommonNONE
023608102AEEAMEREN CORP$3.5M0.07%36,330CommonNONE
521865204LEALEAR CORP$3.5M0.07%36,649CommonNONE
23804L103DDOGDATADOG INC$3.5M0.07%25,776CommonNONE
88642R109TDWTIDEWATER INC NEW$3.4M0.07%74,413CommonNONE
98139A105WKWORKIVA INC$3.4M0.07%49,975CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$3.4M0.07%71,417CommonNONE
115637209BF/BBROWN FORMAN CORP$3.4M0.07%124,509CommonNONE
14316J108CGCARLYLE GROUP INC$3.3M0.07%65,016CommonNONE
N5749R1002GHMERUS N V$3.3M0.07%63,260CommonNONE
68235P108OGSONE GAS INC$3.3M0.07%46,156CommonNONE
695156109PKGPACKAGING CORP AMER$3.3M0.07%17,524CommonNONE
30063P105EXKEXACT SCIENCES CORP$3.3M0.07%61,942CommonNONE
48268K101KTKT CORP$3.3M0.07%157,951CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$3.2M0.07%26,121CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$3.2M0.06%34,753CommonNONE
151290889CXCEMEX SAB DE CV$3.2M0.06%461,466CommonNONE
703481101PTENPATTERSON-UTI ENERGY INC$3.2M0.06%537,569CommonNONE
169905106CHHCHOICE HOTELS INTL INC$3.2M0.06%24,981CommonNONE
17888H103CIVICIVITAS RESOURCES INC$3.2M0.06%115,161CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$3.2M0.06%33,182CommonNONE
00090Q103ADTADT INC DEL$3.1M0.06%369,781CommonNONE
929089100VOYAVOYA FINANCIAL INC$3.1M0.06%44,022CommonNONE
44812J104HUTHUT 8 CORP$3.1M0.06%167,346CommonNONE
629209305NMIHNMI HLDGS INC$3.1M0.06%73,646CommonNONE
761152107RMDRESMED INC$3.1M0.06%11,922CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$3.1M0.06%176,704CommonNONE
959802109WUWESTERN UN CO$3.1M0.06%362,972CommonNONE
749607107RLIRLI CORP$3.0M0.06%42,210CommonNONE
537008104LFUSLITTELFUSE INC$3.0M0.06%13,405CommonNONE
68389X105ORCLORACLE CORP$3.0M0.06%13,821CommonNONE
69888T207PARRPAR PAC HOLDINGS INC$3.0M0.06%113,883CommonNONE
875372203TNDMTANDEM DIABETES CARE INC$3.0M0.06%162,030CommonNONE
004498101ACIWACI WORLDWIDE INC$3.0M0.06%65,765CommonNONE
98585X104YETIYETI HLDGS INC$3.0M0.06%95,271CommonNONE
08265T208BSYBENTLEY SYS INC$3.0M0.06%55,628CommonNONE
268150109DTDYNATRACE INC$3.0M0.06%54,258CommonNONE
049560105ATOATMOS ENERGY CORP$2.9M0.06%19,020CommonNONE
60786M105MCMOELIS & CO$2.9M0.06%46,970CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$2.9M0.06%276,091CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2.9M0.06%28,199CommonNONE
87162W100SNXTD SYNNEX CORPORATION$2.9M0.06%21,370CommonNONE
09073M104TECHBIO-TECHNE CORP$2.9M0.06%56,356CommonNONE
G0250X107AMCRAMCOR PLC$2.9M0.06%314,091CommonNONE
97651M109WITWIPRO LTD$2.9M0.06%954,746CommonNONE
751212101RLRALPH LAUREN CORP$2.9M0.06%10,416CommonNONE
141788109CARGCARGURUS INC$2.9M0.06%85,203CommonNONE
379577208GMEDGLOBUS MED INC$2.8M0.06%48,280CommonNONE
806857108SLBSCHLUMBERGER LTD$2.8M0.06%84,265CommonNONE
09075V102BNTXBIONTECH SE$2.8M0.06%26,640CommonNONE
29452E101EQHEQUITABLE HLDGS INC$2.8M0.06%50,389CommonNONE
617700109MORNMORNINGSTAR INC$2.8M0.06%8,973CommonNONE
74164M108PRIPRIMERICA INC$2.8M0.06%10,230CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$2.8M0.06%11,711CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2.8M0.06%54,144CommonNONE
63947X101NCNONCINO INC$2.8M0.06%99,376CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$2.8M0.06%131,479CommonNONE
904311107UAAUNDER ARMOUR INC$2.8M0.06%403,615CommonNONE
46125A100LUNRINTUITIVE MACHINES INC$2.8M0.06%253,239CommonNONE
78409V104SPGIS&P GLOBAL INC$2.7M0.06%5,205CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.7M0.05%70,017CommonNONE
38526M106LOPEGRAND CANYON ED INC$2.7M0.05%14,300CommonNONE
G3198U102ESNTESSENT GROUP LTD$2.7M0.05%44,412CommonNONE
781846209RUSHARUSH ENTERPRISES INC$2.7M0.05%52,297CommonNONE
23331A109DHID R HORTON INC$2.7M0.05%20,804CommonNONE
256746108DLTRDOLLAR TREE INC$2.7M0.05%27,076CommonNONE
343498101FLOFLOWERS FOODS INC$2.7M0.05%167,053CommonNONE
02215L209KNTKKINETIK HOLDINGS INC$2.7M0.05%60,579CommonNONE
35905A109FTDRFRONTDOOR INC$2.7M0.05%45,126CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.7M0.05%86,244CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$2.6M0.05%38,897CommonNONE
M46528101FROFRONTLINE PLC$2.6M0.05%161,171CommonNONE
577933104MMSMAXIMUS INC$2.6M0.05%37,626CommonNONE
00973Y108AKROAKERO THERAPEUTICS INC$2.6M0.05%49,393CommonNONE
892672106TWTRADEWEB MKTS INC$2.6M0.05%17,913CommonNONE
302301106EZPWEZCORP INC$2.6M0.05%188,765CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$2.6M0.05%186,002CommonNONE
885160101THOTHOR INDS INC$2.6M0.05%29,241CommonNONE
39854F101GRNDGRINDR INC$2.6M0.05%113,912CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$2.6M0.05%24,083CommonNONE
680223104ORIOLD REP INTL CORP$2.5M0.05%66,177CommonNONE
754730109RJFRAYMOND JAMES FINL INC$2.5M0.05%16,525CommonNONE
406216101HALHALLIBURTON CO$2.5M0.05%122,054CommonNONE
759530108RELXRELX PLC$2.5M0.05%45,631CommonNONE
879369106TFXTELEFLEX INCORPORATED$2.5M0.05%20,915CommonNONE
87161C501SYU1SYNOVUS FINL CORP$2.5M0.05%47,675CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$2.5M0.05%23,634CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$2.5M0.05%102,049CommonNONE
44891N208IACIAC INC$2.5M0.05%65,922CommonNONE
057665200BCPCBALCHEM CORP$2.5M0.05%15,432CommonNONE
005098108GOLFACUSHNET HLDGS CORP$2.4M0.05%33,624CommonNONE
910047109UALUNITED AIRLS HLDGS INC$2.4M0.05%30,700CommonNONE
655663102NDSNNORDSON CORP$2.4M0.05%11,400CommonNONE
13057Q305CRCCALIFORNIA RES CORP$2.4M0.05%53,350CommonNONE
50050N103KTBKONTOOR BRANDS INC$2.4M0.05%36,922CommonNONE
62955J103NOVNOV INC$2.4M0.05%195,597CommonNONE
858119100STLDSTEEL DYNAMICS INC$2.4M0.05%18,880CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$2.4M0.05%65,660CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$2.4M0.05%34,572CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$2.4M0.05%242,400CommonNONE
651229106NWLNEWELL BRANDS INC$2.4M0.05%444,648CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$2.4M0.05%30,738CommonNONE
03076K108ABCBAMERIS BANCORP$2.4M0.05%36,688CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$2.4M0.05%64,860CommonNONE
928881101VNTVONTIER CORPORATION$2.3M0.05%63,240CommonNONE
770323103RHIROBERT HALF INC.$2.3M0.05%56,838CommonNONE
059460303BBDBANCO BRADESCO S A$2.3M0.05%753,872CommonNONE
G2717B108CUSHMAN WAKEFIELD PLC$2.3M0.05%210,263CommonNONE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$2.3M0.05%42,000CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$2.3M0.05%62,319CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$2.3M0.05%101,450CommonNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$2.3M0.05%79,067CommonNONE
974637100WGOWINNEBAGO INDS INC$2.3M0.05%77,797CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$2.3M0.05%514,544CommonNONE
444859102HUMHUMANA INC$2.2M0.05%9,188CommonNONE
L44385109GLOBGLOBANT S A$2.2M0.04%24,395CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$2.2M0.04%7,012CommonNONE
384802104GWWGRAINGER W W INC$2.2M0.04%2,115CommonNONE
231561101CWCURTISS WRIGHT CORP$2.2M0.04%4,497CommonNONE
29670G102WTRGESSENTIAL UTILS INC$2.2M0.04%59,119CommonNONE
65339F101NEENEXTERA ENERGY INC$2.2M0.04%31,597CommonNONE
98980G102ZSZSCALER INC$2.2M0.04%6,979CommonNONE
254543101DIODDIODES INC$2.2M0.04%41,368CommonNONE
45258J102IMVTIMMUNOVANT INC$2.2M0.04%136,522CommonNONE
71367G102PWPPERELLA WEINBERG PARTNERS$2.2M0.04%111,439CommonNONE
31847R102FAFFIRST AMERN FINL CORP$2.2M0.04%35,220CommonNONE
G8726X106TNKTEEKAY TANKERS LTD$2.2M0.04%51,697CommonNONE
552690109MDUMDU RES GROUP INC$2.1M0.04%128,949CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$2.1M0.04%201,293CommonNONE
302941109FCNFTI CONSULTING INC$2.1M0.04%13,164CommonNONE
G98239109XPXP INC$2.1M0.04%104,803CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$2.1M0.04%113,695CommonNONE
670703107NUVLNUVALENT INC$2.1M0.04%27,545CommonNONE
927959106VNOMUSDVIPER ENERGY INC$2.1M0.04%54,993CommonNONE
7495271071RGREV GROUP INC$2.1M0.04%43,984CommonNONE
G0585R106AGOASSURED GUARANTY LTD$2.1M0.04%23,864CommonNONE
13765N107CNNECANNAE HLDGS INC$2.1M0.04%99,360CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$2.1M0.04%41,964CommonNONE
488401100KMPRKEMPER CORP$2.1M0.04%31,909CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$2.1M0.04%14,892CommonNONE
743606105PBPROSPERITY BANCSHARES INC$2.0M0.04%29,077CommonNONE
128030202CALMCAL MAINE FOODS INC$2.0M0.04%20,489CommonNONE
163086101CHEFCHEFS WHSE INC$2.0M0.04%31,816CommonNONE
830879102SKYWSKYWEST INC$2.0M0.04%19,667CommonNONE
09739D100BCCBOISE CASCADE CO DEL$2.0M0.04%23,214CommonNONE
142339100CSLCARLISLE COS INC$2.0M0.04%5,384CommonNONE
36251C103GMS1EURGMS INC$2.0M0.04%18,465CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$2.0M0.04%70,576CommonNONE
559222401MGAMAGNA INTL INC$2.0M0.04%51,527CommonNONE
40416E103HCIHCI GROUP INC$2.0M0.04%12,934CommonNONE
88025T102TENBTENABLE HLDGS INC$2.0M0.04%57,986CommonNONE
M6191J100FROGJFROG LTD$2.0M0.04%44,554CommonNONE
489170100KMTKENNAMETAL INC$2.0M0.04%85,148CommonNONE
207410101CNMDCONMED CORP$1.9M0.04%37,365CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.9M0.04%11,925CommonNONE
126117100CNACNA FINL CORP$1.9M0.04%41,087CommonNONE
029899101AWRAMER STATES WTR CO$1.9M0.04%24,778CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$1.9M0.04%48,489CommonNONE
901109108TPCTUTOR PERINI CORP$1.9M0.04%40,292CommonNONE
604749101MIRMMIRUM PHARMACEUTICALS INC$1.9M0.04%36,897CommonNONE
118440106BKEBUCKLE INC$1.9M0.04%41,252CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$1.9M0.04%207,774CommonNONE
827048109SLGNSILGAN HLDGS INC$1.8M0.04%34,111CommonNONE
50189K103LCIILCI INDS$1.8M0.04%20,188CommonNONE
70439P108PAYPAYMENTUS HOLDINGS INC$1.8M0.04%55,867CommonNONE
775711104ROLROLLINS INC$1.8M0.04%32,304CommonNONE
19247A100CNSCOHEN & STEERS INC$1.8M0.04%24,049CommonNONE
758750103RRXREGAL REXNORD CORPORATION$1.8M0.04%12,490CommonNONE
918284100VSECVSE CORP$1.8M0.04%13,739CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.8M0.04%85,178CommonNONE
Q4982L109IRENIREN LIMITED$1.8M0.04%122,692CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.8M0.04%15,287CommonNONE

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.