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Institutional

Accent Capital Management, LLC

CIK 0002014179
$104.9M
Reported AUM
130
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Accent Capital Management, LLC · Q1 2026

AI · grounded in 13F

Accent Capital Management, LLC established a new position in GLD worth $5.27M. The fund also added new positions in CGDV for $5.20M and CGGR for $3.25M. Simultaneously, the manager trimmed several holdings, reducing shares of GOOG by 97.88%, AAPL by 93.22%, and NVDA by 90.32%.

Portfolio · Q1 2026

GLD$5.3MCGDV$5.2MCGGR$3.2MSCHF$3.0MNVDA$2.9MIVW$2.6MMDY$2.6MVGK$2.6MEEM$2.4MIJR$2.3MSHY$2.2MAVGO$2.2MOther$68.4MAL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1GLDSPDR GOLD TR$5.3M5.03%+12,238NEW
2CGDVCAPITAL GROUP DIVIDEND VALUE$5.2M4.96%+109,566NEW
3CGGRCAPITAL GROUP GROWTH ETF$3.2M3.10%+70,645NEW
4SCHFSCHWAB STRATEGIC TR$3.0M2.83%+108,642NEW
5NVDANVIDIA CORPORATION$2.9M2.74%-129,216-90.3%
6IVWISHARES TR$2.6M2.49%+19,436NEW
7MDYSTATE STR SPDR S&P MIDCAP 40$2.6M2.49%+3,831NEW
8VGKVANGUARD INTL EQUITY INDEX F$2.6M2.48%+29,215NEW
9EEMISHARES TR$2.4M2.28%+35,407NEW
10IJRISHARES TR$2.3M2.17%+16,374NEW
11SHYISHARES TR$2.2M2.14%+27,306NEW
12AVGOBROADCOM INC$2.2M2.11%-7,881-60.2%
13MSFTMICROSOFT CORP$2.1M2.00%-40,025-88.8%
14SPYSTATE STR SPDR S&P 500 ETF T$2.0M1.90%-13,683-83.4%
15AAPLAPPLE INC$1.9M1.77%-88,991-93.2%
16GOOGLALPHABET INC$1.8M1.76%+4,636NEW
17VOOVVANGUARD ADMIRAL FDS INC$1.8M1.75%+8,456NEW
18AMZNAMAZON COM INC$1.7M1.59%-48,494-88.9%
19METAMETA PLATFORMS INC$1.2M1.13%-19,065-90.8%
20CATCATERPILLAR INC$1.1M1.00%+1,099+2970.3%
21JNJJOHNSON & JOHNSON$1.0M0.98%+3,640+389.7%
22LLYELI LILLY & CO$1.0M0.98%-4,678-81.8%
23WLTGETF OPPORTUNITIES TRUST$994K0.95%+26,433NEW
24AMATAPPLIED MATLS INC$979K0.93%+2,285NEW
25PLTRPALANTIR TECHNOLOGIES INC$975K0.93%+7,286NEW
26JPMJPMORGAN CHASE & CO$934K0.89%-12,458-80.8%
27GILDGILEAD SCIENCES INC$933K0.89%+6,843NEW
28POWLPOWELL INDS INC$881K0.84%+2,751NEW
29QQQINVESCO QQQ TR$874K0.83%+1,257NEW
30NEMNEWMONT CORP$872K0.83%+7,578NEW
31CSCOCISCO SYS INC$859K0.82%+9,369NEW
32QCOMQUALCOMM INC$818K0.78%-3,548-45.5%
33IWFISHARES TR$802K0.76%+6,552NEW
34GOOGALPHABET INC$773K0.74%-90,195-97.9%
35WMTWALMART INC$772K0.74%-15,580-72.4%
36XOMEXXON MOBIL CORP$760K0.72%+5,110NEW
37GEVGE VERNOVA INC$756K0.72%+676NEW
38HEIHEICO CORP NEW$740K0.71%+2,497NEW
39CLSCELESTICA INC$738K0.70%+1,784NEW
40CMECME GROUP INC$731K0.70%+2,535NEW
41AMDADVANCED MICRO DEVICES INC$712K0.68%+1,597+1717.2%
42GDGENERAL DYNAMICS CORP$712K0.68%+2,050NEW
43MAMASTERCARD INCORPORATED$679K0.65%-5,402-79.7%
44DALDELTA AIR LINES INC$674K0.64%+9,193NEW
45CASYCASEYS GEN STORES INC$654K0.62%+726+2016.7%
46SPYMSPDR SERIES TRUST$644K0.61%+7,451NEW
47TELTE CONNECTIVITY PLC$634K0.60%+2,931NEW
48MFCMANULIFE FINL CORP$619K0.59%+15,499NEW
49STNSTANTEC INC$614K0.59%+6,667NEW
50EXELEXELIXIS INC$609K0.58%+12,495NEW
51FTNTFORTINET INC$599K0.57%+6,661NEW
52ROPROPER TECHNOLOGIES INC$595K0.57%+1,700NEW
53CNICANADIAN NATL RY CO$595K0.57%+5,128+2880.9%
54ITTITT INC$590K0.56%+2,723NEW
55ALLEALLEGION PLC$581K0.55%+4,295NEW
56GEGE AEROSPACE$580K0.55%+1,896NEW
57INCYINCYTE CORP$575K0.55%+5,757NEW
58CBCHUBB LTD SWITZ$568K0.54%+1,766NEW
59ANETARISTA NETWORKS INC$568K0.54%+3,863NEW
60TPRTAPESTRY INC$555K0.53%+3,628+3592.1%
61SNASNAP ON INC$552K0.53%+1,430NEW
62STRLSTERLING INFRASTRUCTURE INC$552K0.53%+623NEW
63WTSWATTS WATER TECHNOLOGIES INC$549K0.52%+1,881NEW
64MRKMERCK & CO INC$547K0.52%+4,397+1046.9%
65ISRGINTUITIVE SURGICAL INC$546K0.52%+1,206+40200.0%
66TYLTYLER TECHNOLOGIES INC$543K0.52%+1,694NEW
67VYMVANGUARD WHITEHALL FDS$541K0.52%+2,731+379.8%
68IGIBISHARES TR$536K0.51%+10,065NEW
69NVSNOVARTIS AG$516K0.49%+3,479NEW
70NFLXNETFLIX INC.$516K0.49%+5,354+1092.7%
71BBARRICK MNG CORP$514K0.49%+12,370NEW
72BMYBRISTOL-MYERS SQUIBB CO$514K0.49%+8,946+6934.9%
73ORCLORACLE CORP$488K0.47%+1,917+319.5%
74APHAMPHENOL CORP$484K0.46%+3,498NEW
75GSGOLDMAN SACHS GROUP INC$484K0.46%-34-6.2%
76VVVANGUARD INDEX FDS$479K0.46%+1,419NEW
77METMETLIFE INC$478K0.46%+5,968NEW
78APPAPPLOVIN CORP$468K0.45%+998NEW
79RFREGIONS FINANCIAL CORP NEW$464K0.44%+16,435NEW
80NDAQNASDAQ INC$453K0.43%+5,019+9294.4%
81IYMISHARES TR$449K0.43%+2,414NEW
82MCKMCKESSON CORP$445K0.42%+598NEW
83EOGEOG RES INC$439K0.42%+3,258NEW
84CMICUMMINS INC$432K0.41%+604NEW
85EFSIEAGLE FINL SVCS INC$429K0.41%+11,439NEW
86CAVACAVA GROUP INC$407K0.39%+4,551NEW
87TPCTUTOR PERINI CORP$393K0.37%+4,055NEW
88COINCOINBASE GLOBAL INC$369K0.35%+1,846+11537.5%
89INTUINTUIT$368K0.35%+948NEW
90SCHBSCHWAB STRATEGIC TR$364K0.35%+12,839NEW
91BCEBCE INC$362K0.35%+14,959NEW
92ABBVABBVIE INC$361K0.34%+1,760NEW
93BKRBAKER HUGHES COMPANY$357K0.34%+5,359NEW
94AEMAGNICO EAGLE MINES LTD$356K0.34%+1,878NEW
95MSMORGAN STANLEY$355K0.34%+1,837NEW
96CMCANADIAN IMPERIAL BANK OF CO$343K0.33%+2,815+1172.9%
97COSTCOSTCO WHOLESALE CORPORATION$339K0.32%-5,898-94.5%
98NTESNETEASE COM INC$329K0.31%+2,600+1444.4%
99PNCPNC FINL SVCS GROUP INC$329K0.31%+1,478NEW
100QQQMINVESCO EXCH TRADED FD TR II$328K0.31%+1,146NEW
101SLBSLB LIMITED$326K0.31%+5,918NEW
102CINFCINCINNATI FINL CORP$322K0.31%+2,008NEW
103CRHCRH PLC$318K0.30%+2,766NEW
104PPGPPG INDS INC$310K0.30%+2,776NEW
105WECWEC ENERGY GROUP INC$304K0.29%+2,605+4134.9%
106IWLISHARES TR$300K0.29%+1,647NEW
107ABTABBOTT LABORATORIES$298K0.28%+3,454NEW
108CWCURTISS WRIGHT CORP$290K0.28%+383+5471.4%
109MCDMCDONALDS CORP$287K0.27%+860+573.3%
110UNPUNION PAC CORP$287K0.27%+1,069NEW
111APDAIR PRODUCTS AND CHEMICALS I$261K0.25%+870NEW
112MRSHMARSH & MCLENNAN COS INC$261K0.25%+1,590NEW
113IVVISHARES TR$254K0.24%+345NEW
114PEGPUBLIC SVC ENTERPRISE GROUP$251K0.24%+3,158NEW
115VXUSVANGUARD STAR FDS$243K0.23%+2,836NEW
116MTUMISHARES TR$238K0.23%+795NEW
117RMDRESMED INC$227K0.22%+1,064+5911.1%
118ZTSZOETIS INC$224K0.21%+2,017NEW
119RSRELIANCE INC$218K0.21%+580NEW
120PSXPHILLIPS 66$217K0.21%+1,207+2117.5%
121AFLAFLAC INC$215K0.21%+1,900NEW
122MODMODINE MFG CO$215K0.21%+691+735.1%
123CEFSPROTT ASSET MANAGEMENT LP$211K0.20%+4,300NEW
124HWMHOWMET AEROSPACE INC$210K0.20%+791+2727.6%
125NBIXNEUROCRINE BIOSCIENCES INC$208K0.20%+1,416NEW
126TMUST-MOBILE US INC$203K0.19%+1,053NEW
127FCXFREEPORT MCMORAN INC$203K0.19%+2,975+815.1%
128PTCPTC INC$202K0.19%+1,474NEW
129PHPARKER-HANNIFIN CORP$200K0.19%+154+226.5%
130GRABGRAB HOLDINGS LIMITED$147K0.14%+38,871NEW
131VOOVANGUARD S&P 500 ETF-14,138EXITED
132TSLATESLA INC-10,766EXITED
133VVISA INC Class A-11,086EXITED
134HONHONEYWELL INTL INC-19,157EXITED
135AXPAMERICAN EXPRESS CO-8,194EXITED
136VUGVNGRD RSL 1000 GRTH-13,430EXITED
137LRCXEURLAM RESH CORP-14,033EXITED
138VTIVANGUARD TOTAL STOCK MARKET ETF-6,685EXITED
139UNHUNITEDHEALTH GROUP I-6,561EXITED
140BACBANK OF AMERICA CORP-31,175EXITED
141BRK/ABERKSHIRE HATHAWAY I A-2EXITED
142TJXTJX COS INC NEW-9,305EXITED
143PEPPEPSICO INC-9,376EXITED
144WSMWILLIAMS SONOMA INC-7,463EXITED
145LOWLOWES COS INC-5,420EXITED
146HDHOME DEPOT INC-3,549EXITED
147SNOWSNOWFLAKE INC Class A-5,477EXITED
148UBERUBER TECHNOLOGIES IN-13,185EXITED
149BKNGBOOKING HLDGS INC-200EXITED
150VRTVERTIV HLDGS CO Class A-5,205EXITED
151INTCINTEL CORP-8,622EXITED
152DEDEERE & CO-1,750EXITED
153RCLROYAL CARIBBEAN GROU-2,918EXITED
154EXPEEXPEDIA GROUP INC-2,500EXITED
155NOWSERVICENOW INC-3,670EXITED
156CPCANADIAN PACIFIC KAN-8,750EXITED
157SPOTSPOTIFY TECHNOLOGY S-1,091EXITED
158COKECOCA COLA CONSOLIDAT-3,410EXITED
159KOTHE COCA-COLA CO-4,800EXITED
160URIUNITED RENTALS INC-408EXITED
161ODFLOLD DOMINION FREIGHT-2,030EXITED
162VIGVANGUARD DIVIDEND APPRECIATION ETF-1,261EXITED
163BYDDYBYD CO LTD ADR-21,685EXITED
164BABAALIBABA GROUP HLDG L ADR-1,691EXITED
165NSRGYNESTLE S A ADR-2,465EXITED
166INVSC S P 500 EQUAL WEIGHT ETF-1,171EXITED
167BERKSHIRE HATHAWAY B-437EXITED
168SCHXSCHWAB US LARGE CAP ETF-7,500EXITED
169TCEHYTENCENT HLDGS LTD ADR-2,035EXITED
170TSMTAIWAN SEMICONDUCTOR ADR-445EXITED
171FDXFEDEX CORP-450EXITED
172MARMARRIOTT INTL INC NE Class A-400EXITED
173IBKRINTERACTIVE BROKERS Class A-1,920EXITED
174ICEINTERCONTINENTAL EXC-750EXITED
175VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR-600EXITED
176FCNCAFIRST CTZNS BANCSHAR Class A-50EXITED
177SHWSHERWIN-WILLIAMS CO-322EXITED
178AZNNASTRAZENECA PLC ADR-1,000EXITED
179SPDWSPDR PORTFOLIO DVLPD WRLD EX-US ETF-2,000EXITED
180ARGXARGENX SE ADR-99EXITED
181HBANHUNTINGTON BANCSHARE-4,350EXITED
182HVRRYHANNOVER RUECK SE ADR-1,461EXITED
183EBKDYERSTE GROUP BK A G ADR-1,225EXITED
184PDDPDD HOLDINGS INC ADR ADR-650EXITED
185BIDUBAIDU INC A ADR-550EXITED
186NKENIKE INC B-1,116EXITED
187SYKSTRYKER CORP-200EXITED
188SPVMINVESCO S AND P 500 VL WITH ETF-1,000EXITED
189SWDBYSWEDBANK A B ADR-1,876EXITED
190SQMSOCIEDAD QUIMICA Y M Series B ADR-938EXITED
191ASMLASML HLDG N V ADR-58EXITED
192LITELUMENTUM HLDGS INC-165EXITED
193ROCKET LAB CORP Class A-837EXITED
194USBUS BANCORP DEL-1,062EXITED
195ASHGYASHTEAD GROUP PLC ADR-788EXITED
196KGSPYKINGSPAN GROUP PLC ADR-631EXITED
197MDGLMADRIGAL PHARMACEUTI-94EXITED
198SAFRYSAFRAN ADR-600EXITED
199SOLSSOLSTICE ADVANCED MA-1,048EXITED
200FSVFIRSTSERVICE CORP NE-319EXITED
201CCITIGROUP INC-412EXITED
202NWGNATWEST GROUP PLC ADR-2,576EXITED
203RHHBYROCHE HLDG LTD ADR-845EXITED
204IHEISHARES US PHARMACEUTICALS ETF-500EXITED
205RBARB GLOBAL INC-391EXITED
206TWLOTWILIO INC Class A-281EXITED
207CORCENCORA INC Series A-113EXITED
208WMT2WELLS FARGO & CO-404EXITED
209SUSUNCOR ENERGY INC NE-825EXITED
210SONYSONY GROUP CORP ADR-1,380EXITED
211LVMUYLVMH MOET HENNESSY L ADR-225EXITED
212AIQUYAIR LIQUIDE ADR-900EXITED
213HDBHDFC BK LTD ADR-918EXITED
214LSILABCORP HLDGS INC-128EXITED
215ENBENBRIDGE INC-668EXITED
216EBAYEBAY INC-365EXITED
217PGRPROGRESSIVE CORP OH-138EXITED
218EAELECTRONIC ARTS INC-150EXITED
219POH3CARNIVAL PLC EQUITY Equity ADR-1,000EXITED
220DSGXDESCARTES SYS GROUP-343EXITED
221NUNU HLDGS LTD Class A-1,775EXITED
222SAUHYSTRAUMANN HLDG AG ADR-2,480EXITED
223ESLOYESSILOR INTL S A ADR-181EXITED
224VSSVGRD FTSE ALL WRLD EX US SML CAP ETF-200EXITED
225NVONOVO-NORDISK A S ADR-550EXITED
226BWAGFBAWAG GROUP AG-180EXITED
227IBNICICI BK LTD ADR-886EXITED
228IONQIONQ INC-587EXITED
229JCIJOHNSON CONTROLS INT-218EXITED
230DEODIAGEO PLC ADR-300EXITED
231LEUCENTRUS ENERGY CORP A-100EXITED
232IDCCINTERDIGITAL INC-73EXITED
233VNTVONTIER CORP-610EXITED
234EADSYAIRBUS SE ADR-391EXITED
235FTITECHNIPFMC PLC-495EXITED
236ANFGFANTOFAGASTA PLC-499EXITED
237LRLCYL OREAL S A ADR-257EXITED
238TKAMYTHYSSENKRUPP AG ADR-2,000EXITED
239CVXCHEVRON CORP NEW-141EXITED
240VSCOVICTORIAS SECRET & C-395EXITED
241CRSCARPENTER TECHNOLOGY-65EXITED
242LZAGYLONZA GROUP AG ADR-300EXITED
243MELIMERCADOLIBRE INC-10EXITED
244RTORENTOKIL INITIAL PLC ADR-663EXITED
245TLNTALEN ENERGY CORP NE-50EXITED
246SPEMSPDR INDEX SHARES EMERG MARKT ETF-400EXITED
247ZZILLOW GROUP INC Class C-272EXITED
248TMTOYOTA MTR CORP ADR-85EXITED
249RBGLYRECKITT BENCKISER GR ADR-1,100EXITED
250UMBFUMB FINL CORP-150EXITED
251GBIOGBXGE VERNOVA INC-26EXITED
252FUJIYFUJIFILM HLDGS CORP ADR-1,600EXITED
253KDPKEURIG DR PEPPER INC-600EXITED
254BABOEING CO-74EXITED
255FNDFLOOR & DECOR HLDGS Class A-263EXITED
256DGDOLLAR GEN CORP NEW-120EXITED
257NTDOYNINTENDO LTD ADR-919EXITED
258ELLAUDER ESTEE COS INC Class A-146EXITED
259MTZMASTEC INC-70EXITED
260ROKUROKU INC A-140EXITED
261SANMSANMINA CORP-99EXITED
262PRAXPRAXIS PRECISION MED-50EXITED
263TMOTHERMO FISHER SCIENT-25EXITED
264SOLAREDGE TECHNOLOGI-500EXITED
265DISDISNEY WALT CO-125EXITED
266BRIDGEBIO PHARMA INC-187EXITED
267RDYDR REDDYS LABS LTD ADR-1,000EXITED
268LYFTLYFT INC Class A-660EXITED
269FCNFABRINET-28EXITED
270CREDO TECHNOLOGY GRO-88EXITED
271NXDRNEXTPOWER INC A-144EXITED
272ROSTROSS STORES INC-67EXITED
273ENSENERSYS-81EXITED
274WDCWESTERN DIGITAL CORP-69EXITED
275ENVAENOVA INTL INC-75EXITED
276KYMRKYMERA THERAPEUTICS-150EXITED
277PROTAGONIST THERAPEU-132EXITED
278SCCOSOUTHERN COPPER CORP-80EXITED
279MOG/AMOOG INC Class A-46EXITED
280FRONTDOOR INC-192EXITED
281NPPEYNIPPON ELECTRIC GL-300EXITED
282REALTHE REALREAL INC-690EXITED
283SFSHFSAFESTORE HOLDINGS P-1,092EXITED
284IMAXIMAX CORP-293EXITED
285LTMLATAM AIRLINES GROUP ADR-200EXITED
286CHLSYCHOCOLADEFABRIKEN LI ADR-750EXITED
287UUNITY SOFTWARE INC-235EXITED
288GTLSCHART INDS INC-50EXITED
289RTMVYRIGHTMOVE PLC ADR-728EXITED
290CTRECARETRUST REIT INC REIT-275EXITED
291BZLFYBUNZL PLC ADR-704EXITED
292STRTSTERLING INFRASTRUCT-32EXITED
293OSISOSI SYS INC-38EXITED
294TAT&T INC-383EXITED
295JXNJACKSON FINL INC A-89EXITED
296SESEA LTD Class A ADR-74EXITED
297AGXARGAN INC-30EXITED
298STONEX GROUP INC-98EXITED
299CHWYCHEWY INC Class A-282EXITED
300HANCOCK WHITNEY CORP-145EXITED
301OTSKYOTSUKA HLDGS CO LTD ADR-320EXITED
302COPCONOCOPHILLIPS-95EXITED
303IRTCIRHYTHM HLDGS INC-50EXITED
304CAL MAINE FOODS INC-110EXITED
305BEBLOOM ENERGY CORP Class A-100EXITED
306NMRKNEWMARK GROUP INC A-500EXITED
307TEXAS PACIFIC LAND C-30EXITED
308MGYMAGNOLIA OIL & GAS C A-393EXITED
309HEI/AHEICO CORP NEW A-34EXITED
310SKYWSKYWEST INC-85EXITED
311SBUXSTARBUCKS CORP-101EXITED
312UNITED BANKSHARES IN-218EXITED
313DBSDYDBS GROUP HLDGS LTD ADR-48EXITED
314LAURLAUREATE ED INC-250EXITED
315OSKOSCAR HEALTH INC Class A-583EXITED
316SWXSOUTHWEST GAS HOLDIN-104EXITED
317MHOM / I HOMES INC-65EXITED
318FULTFULTON FINL CORP PA-423EXITED
319PORPORTLAND GEN ELEC CO-168EXITED
320OKTAOKTA INC A-94EXITED
321MIRMMIRION TECHNOLOGIES Class A-347EXITED
322FIRST BANCORP P R-392EXITED
323SFMSPROUTS FMRS MKT INC-100EXITED
324SPIRE INC-95EXITED
325JDJD COM INC Class A ADR-275EXITED
326ELSESSENTIAL PPTYS RLTY REIT-262EXITED
327BWXTBWX TECHNOLOGIES INC-45EXITED
328COMMUNITY FINL SYS I-132EXITED
329CNOCNO FINL GROUP INC-179EXITED
330GFFGRIFFON CORP-103EXITED
331AMRXAMNEAL PHARMACEUTICA Class A-600EXITED
332ARCBARCBEST CORP-100EXITED
333IBMIBM CORP-25EXITED
334OMGBPOUSTER INC A-340EXITED
335HEALTHEQUITY INC-80EXITED
336BGCPBGC GROUP INC Class A-817EXITED
337PHILLIPS EDISON & CO-204EXITED
338PLMRPALOMAR HLDGS INC-54EXITED
339AEROVIRONMENT INC-30EXITED
340VICRVICOR CORP-66EXITED
341NRIXNURIX THERAPEUTICS I-380EXITED
342CAHCARDINAL HEALTH INC-35EXITED
343NRGNRG ENERGY INC-45EXITED
344KMIKINDER MORGAN INC DE-260EXITED
345TRNOTERRENO RLTY CORP REIT-119EXITED
346MATXMATSON INC-57EXITED
347TALTAL ED GROUP Class A ADR-640EXITED
348TARSTARSUS PHARMACEUTICA-85EXITED
349BALCHEM CORP-45EXITED
350GLWCORNING INC-79EXITED
351PENPENUMBRA INC-22EXITED
352HALOHALOZYME THERAPEUTIC-101EXITED
353OREALTY INCOME CORP REIT-120EXITED
354XPEVXPENG INC ADR ADR-330EXITED
355WAYSTAR HLDG CORP-203EXITED
356ITRIITRON INC EQUITY Equity-71EXITED
357FIXCOMFORT SYS USA INC-7EXITED
358FLRFLUOR CORP NEW-164EXITED
359FRSHFRESHWORKS INC A-526EXITED
360CTVACORTEVA INC-96EXITED
361DLRDIGITAL RLTY TR INC REIT-41EXITED
362CVNACARVANA CO A-15EXITED
363FIRST FINL BANKSHARE-210EXITED
364ADTALEM GLOBAL ED IN-61EXITED
365ACIWACI WORLDWIDE INC-132EXITED
366CTSHCOGNIZANT TECHNOLOGY Class A-74EXITED
367CATALYST PHARMACEUTI-262EXITED
368STTSTATE STR CORP-47EXITED
369VICIVICI PPTYS INC REIT-212EXITED
370EATBRINKER INTL INC-42EXITED
371WWAYFAIR INC Class A-60EXITED
372BKBANK NEW YORK MELLON-51EXITED
373ADMA BIOLOGICS INC-322EXITED
374ALAIR LEASE CORP A-90EXITED
375PLXSPLEXUS CORP-39EXITED
376ETSYETSY INC-101EXITED
377LHXL3HARRIS TECHNOLOGIE-19EXITED
378BAMBROOKFIELD ASSET MGM A-106EXITED
379LIFE TIME GROUP HLDG-207EXITED
380QUREQUANTA SVCS INC-13EXITED
381VSTVISTRA CORP-34EXITED
382JBLJABIL INC-24EXITED
383DDOGDATADOG INC A-40EXITED
384HOODROBINHOOD MKTS INC Class A-48EXITED
385ALXNALKERMES PLC-193EXITED
386OKLO INC A-75EXITED
387VNOVORNADO RLTY TR REIT-158EXITED
388CHGCYCHUGAI PHARMACEUTICA ADR-200EXITED
389ALLALLSTATE CORP-25EXITED
390TRYIYTORAY INDS INC ADR-400EXITED
391PINSPINTEREST INC A-200EXITED
392CBRECBRE GROUP INC Class A-32EXITED
393NETCLOUDFLARE INC Class A-26EXITED
394430TERNS PHARMACEUTICAL-125EXITED
395XYLXYLEM INC-36EXITED
396EMEEMCOR GROUP INC-8EXITED
397TGTXTG THERAPEUTICS INC-164EXITED
398ALNYALNYLAM PHARMACEUTIC-12EXITED
399IDXXIDEXX LABS INC-7EXITED
400GOOSEHEAD INS INC Class A-63EXITED
401CRVLCORVEL CORP-66EXITED
402RBLXROBLOX CORP A-55EXITED
403XYZBLOCK INC A Class A-68EXITED
404SRRKSCHOLAR ROCK HLDG CO-100EXITED
405LNGCHENIERE ENERGY INC-22EXITED
406FINWISE BANCORP-237EXITED
407DKNGDRAFTKINGS INC NEW A-121EXITED
408ZSZSCALER INC-18EXITED
409VEEVVEEVA SYS INC Class A-18EXITED
410FLOTEK INDS INC DEL-230EXITED
411WSTWEST PHARMACEUTICAL-14EXITED
412SOFISOFI TECHNOLOGIES IN-146EXITED
413CLHCLEAN HBRS INC-16EXITED
414KRYSKRYSTAL BIOTECH INC-15EXITED
415DUOLDUOLINGO INC A-21EXITED
416KNSLKINGSTONE COS INC-210EXITED
417AXONAXON ENTERPRISE INC-6EXITED
418ANGOANGIODYNAMICS INC-260EXITED
419XLKVANECK SEMICONDUCTOR ETF-9EXITED
420RDDTREDDIT INC A-14EXITED
421CRSPCRISPR THERAPEUTICS-60EXITED
422NUSCALE PWR CORP A-222EXITED
423TRUBRIDGE INC-141EXITED
424TOSTTOAST INC Class A-78EXITED
425ZWSZEVIA PBC A-1,170EXITED
426HURATUHURA BIOSCIENCES I-3,500EXITED
427KOTMYKOITO MFG CO LTD ADR-180EXITED
428CSGPCOSTAR GROUP INC-38EXITED
429DMZPYDOMINOS PIZZA ENTERP ADR-358EXITED
430MPMP MATLS CORP Class A-46EXITED
431SYBJFSECURITY BANK CORP-2,436EXITED
432IDPUFIDP ED LTD-567EXITED
433DELCATH SYS INC-205EXITED
434AKTXAKARI THERAPEUTICS P ADR-5,000EXITED
435CLXCLOROX CO-11EXITED
436TIM SA ADR ADR0EXITED
437LNDNFORRON ENERGY AB-254EXITED
438ZRSEFDOCMORRIS AG-10EXITED

Source: SEC EDGAR · accession 0002014179-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.