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Institutional

AIGEN INVESTMENT MANAGEMENT, LP

CIK 0001741224
$389.2M
Reported AUM
496
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · AIGEN INVESTMENT MANAGEMENT, LP · Q1 2026

AI · grounded in 13F

AIGEN INVESTMENT MANAGEMENT, LP closed its position in PROCTER AND GAMBLE CO PG, reducing its holdings by $5.4M. The fund also exited positions in NETFLIX INC NFLX and KEYCORP KEY, totaling losses of $5.2M and $5.1M respectively. On the buy side, the fund established a new position in SEMPRA SRE worth $6.0M and added AIR PRODUCTS AND CHEMICALS I APD for $4.5M.

Portfolio · Q1 2026

HD$6.2MSRE$6.0MOther$334.5MAL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1HDHOME DEPOT INC$6.2M1.59%+17,132+1014.3%
2SRESEMPRA$6.0M1.55%+62,030NEW
3HBANHUNTINGTON BANCSHARES INC$5.2M1.33%+91,744+38.2%
4APDAIR PRODUCTS AND CHEMICALS I$4.6M1.18%+15,829NEW
5VVISA INC$4.5M1.17%+14,411+2262.3%
6COFCAPITAL ONE FINL CORP$4.5M1.15%+24,495NEW
7FDXFEDEX CORP$4.3M1.10%+11,974NEW
8MAMASTERCARD INCORPORATED$4.1M1.04%+8,114NEW
9ADIANALOG DEVICES INC$4.0M1.03%+12,595NEW
10HALHALLIBURTON CO$3.8M0.99%+98,539NEW
11ELVELEVANCE HEALTH INC FORMERLY$3.8M0.98%+12,983NEW
12BKNGBOOKING HOLDINGS INC$3.7M0.96%+890NEW
13ISRGINTUITIVE SURGICAL INC$3.6M0.92%+7,169+1240.3%
14TMOTHERMO FISHER SCIENTIFIC INC$3.4M0.88%+7,001NEW
15BKBANK NEW YORK MELLON CORP$3.4M0.87%-943-3.2%
16STTSTATE STR CORP$3.3M0.86%+26,445NEW
17GEGE AEROSPACE$3.3M0.84%+1,223+11.8%
18LMTLOCKHEED MARTIN CORP$3.3M0.84%+5,421NEW
19BKRBAKER HUGHES COMPANY$3.2M0.83%+53,201NEW
20MARMARRIOTT INTL INC NEW$3.2M0.82%+9,798NEW
21SJMSMUCKER J M CO$3.2M0.81%+32,720NEW
22NUNU HLDGS LTD$2.9M0.75%+182,419+846.1%
23NOWSERVICENOW INC$2.9M0.74%+27,569NEW
24COSTCOSTCO WHOLESALE CORPORATION$2.8M0.72%+92+3.4%
25MCKMCKESSON CORP$2.8M0.72%+1,967+155.7%
26OXYOCCIDENTAL PETE CORP$2.8M0.72%+42,971NEW
27AXPAMERICAN EXPRESS CO$2.7M0.71%+6,201+215.8%
28EXEEXPAND ENERGY CORPORATION$2.7M0.70%+24,964NEW
29ADBEADOBE INC$2.7M0.70%+10,298+1116.9%
30NVDANVIDIA CORPORATION$2.6M0.68%-8,594-36.1%
31PHPARKER-HANNIFIN CORP$2.6M0.68%-60-2.0%
32GILDGILEAD SCIENCES INC$2.6M0.66%+18,494NEW
33WTWWILLIS TOWERS WATSON PLC LTD$2.5M0.64%+8,578NEW
34MMM3M CO$2.4M0.61%+16,371NEW
35TMUST-MOBILE US INC$2.4M0.61%+11,279NEW
36OMFONEMAIN HLDGS INC$2.3M0.60%+43,863NEW
37TPRTAPESTRY INC$2.3M0.60%+16,482NEW
38VLOVALERO ENERGY CORP$2.2M0.57%+8,917NEW
39CRWDCROWDSTRIKE HLDGS INC$2.2M0.56%+5,595NEW
40TSCOTRACTOR SUPPLY CO$2.2M0.56%+48,146NEW
41DKSDICKS SPORTING GOODS INC$2.2M0.56%+10,961NEW
42OVVOVINTIV INC$2.1M0.54%+30,604+612.8%
43AMTAMERICAN TOWER CORP$2.1M0.54%+4,961+68.1%
44DASHDOORDASH INC$2.1M0.54%+13,928NEW
45JPMJPMORGAN CHASE & CO$2.1M0.54%+7,097NEW
46ABNBAIRBNB INC$2.1M0.53%+16,463NEW
47MTNVAIL RESORTS INC$2.1M0.53%+3,312+25.9%
48CYTKCYTOKINETICS INC$2.1M0.53%+25,648+460.6%
49SHELSHELL PLC$2.1M0.53%+22,103NEW
50ATIATI INC$2.0M0.53%+14,063NEW
51SSNCSS&C TECH HLDGS$2.0M0.52%+29,898NEW
52MTZMASTEC INC$2.0M0.51%+5,160+495.7%
53FIVEFIVE BELOW INC$2.0M0.50%+2,279+36.0%
54LLYELI LILLY & CO$1.9M0.49%+2,071NEW
55VRTXVERTEX PHARMACEUTICALS INC$1.9M0.49%+3,344+374.0%
56SHAKSHAKE SHACK INC$1.8M0.46%+20,331NEW
57TRMBTRIMBLE INC$1.8M0.46%+27,510NEW
58METAMETA PLATFORMS INC$1.8M0.45%+3,082NEW
59AAPLAPPLE INC$1.8M0.45%-2,199-24.1%
60KEYSKEYSIGHT TECHNOLOGIES INC$1.8M0.45%-62-1.0%
61CCITIGROUP INC$1.7M0.45%+11,628+307.6%
62AZOAUTOZONE INC$1.7M0.45%+192+59.1%
63IPINTERNATIONAL PAPER CO$1.7M0.44%+38,737+408.8%
64AXTAAXALTA COATING SYS LTD$1.7M0.44%+61,909NEW
65BSXBOSTON SCIENTIFIC CORP$1.7M0.44%+21,369+360.3%
66IBNICICI BANK LIMITED$1.7M0.44%-98,035-59.8%
67RSGREPUBLIC SVCS INC$1.7M0.44%+234+3.1%
68TSLATESLA INC$1.7M0.44%+1,233+37.0%
69DLTRDOLLAR TREE INC$1.7M0.43%+15,341NEW
70PSXPHILLIPS 66$1.6M0.42%+8,941NEW
71SPOTSPOTIFY TECHNOLOGY S A$1.6M0.42%+1,317+64.7%
72BRBROADRIDGE FINL SOLUTIONS IN$1.6M0.41%+9,883NEW
73ORLYOREILLY AUTOMOTIVE INC$1.6M0.41%-11,869-40.9%
74MRVLMARVELL TECHNOLOGY INC$1.6M0.40%+5,792+58.3%
75NGGNATIONAL GRID PLC$1.6M0.40%+14,794+413.0%
76TOLTOLL BROTHERS INC$1.6M0.40%+11,389NEW
77SOFISOFI TECHNOLOGIES INC$1.5M0.39%+95,967NEW
78HWCHANCOCK WHITNEY CORPORATION$1.5M0.38%+23,442NEW
79JBHTHUNT J B TRANS SVCS INC$1.4M0.37%-1,399-17.0%
80SYKSTRYKER CORPORATION$1.4M0.37%+976+28.9%
81LYBLYONDELLBASELL INDUSTRIES NV$1.4M0.37%+17,719NEW
82REXRREXFORD INDL RLTY INC$1.4M0.36%+43,287NEW
83EXPDEXPEDITORS INTL WASH INC$1.4M0.36%-43-0.4%
84NSCNORFOLK SOUTHN CORP$1.4M0.36%-3,733-43.6%
85JCIJOHNSON CONTROLS INTERNATION$1.4M0.35%+10,527NEW
86AMDADVANCED MICRO DEVICES INC$1.4M0.35%-4,100-38.1%
87GPKGRAPHIC PACKAGING HLDG CO$1.4M0.35%+89,267+191.1%
88AVAAVISTA CORP$1.3M0.35%-7,338-18.0%
89TPGTPG INC$1.3M0.34%+32,856NEW
90SHOPSHOPIFY INC$1.3M0.34%+10,222NEW
91BBYBEST BUY INC$1.3M0.33%-3,115-13.5%
92NETCLOUDFLARE INC$1.3M0.33%-1,134-15.5%
93YOUCLEAR SECURE INC$1.3M0.33%+1,276+5.1%
94MSFTMICROSOFT CORP$1.2M0.30%-13,396-80.9%
95AMHAMERICAN HOMES 4 RENT$1.2M0.30%+41,360NEW
96NCLHNORWEGIAN CRUISE LINE HLDGS$1.2M0.30%+40,888+197.8%
97SYYSYSCO CORP$1.1M0.29%-25,146-61.2%
98BROBROWN & BROWN INC$1.1M0.29%+17,278NEW
99JBLJABIL INC$1.1M0.29%+592+16.3%
100ALBALBEMARLE CORP$1.1M0.29%+3,797+157.3%
101HSTHOST HOTELS & RESORTS INC$1.1M0.28%+56,536NEW
102FLUTFLUTTER ENTMT PLC$1.1M0.27%+10,382NEW
103GMGENERAL MTRS CO$1.0M0.27%+9,944+240.2%
104NINISOURCE INC$1.0M0.27%+22,280NEW
105GLWCORNING INC$1.0M0.27%-4,601-37.7%
106WMBWILLIAMS COS INC$1.0M0.27%-26,186-64.9%
107AYIACUITY INC$1.0M0.26%+2,658+279.8%
108PLTRPALANTIR TECHNOLOGIES INC$982K0.25%+956+16.6%
109PRPERMIAN RESOURCES CORP$976K0.25%+45,786NEW
110DARDARLING INGREDIENTS INC$967K0.25%+15,642NEW
111OMCOMNICOM GROUP INC$953K0.24%-27,175-68.2%
112NTRNUTRIEN LTD$947K0.24%+6,231+98.7%
113BBWIBATH & BODY WORKS INC$941K0.24%+3,850+8.3%
114AWRAMER STATES WTR CO$939K0.24%+2,013+19.4%
115CDWCDW CORP$938K0.24%-5,075-39.6%
116INVHINVITATION HOMES INC$923K0.24%+37,154NEW
117EXPEEXPEDIA GROUP INC$912K0.23%+3,950NEW
118TSMTAIWAN SEMICONDUCTOR MANUFAC$900K0.23%+2,663NEW
119CORCENCORA INC$898K0.23%+2,860NEW
120TRNOTERRENO RLTY CORP$888K0.23%+14,457NEW
121DDSDILLARDS INC$885K0.23%+804+108.2%
122SGISOMNIGROUP INTERNATIONAL INC$883K0.23%-1,476-11.0%
123MKCMCCORMICK & CO INC$881K0.23%+17,475NEW
124CRCRANE COMPANY$874K0.22%-12-0.2%
125CBRECBRE GROUP INC$871K0.22%+4,332+206.8%
126VSTVISTRA CORP$870K0.22%+3,284+131.2%
127BOKFBOK FINL CORP$858K0.22%+296+4.6%
128HGHAMILTON INSURANCE GROUP LTD$853K0.22%+18,218+175.3%
129BTEBAYTEX ENERGY CORP$850K0.22%+190,243NEW
130LENLENNAR CORP$845K0.22%-514-5.0%
131WTRGESSENTIAL UTILS INC$815K0.21%+20,239NEW
132HUBSHUBSPOT INC$806K0.21%+3,301NEW
133HSYHERSHEY CO$805K0.21%+3,870NEW
134MKSIMKS INC.$800K0.21%+3,479NEW
135TDGTRANSDIGM GROUP INC$795K0.20%+686NEW
136CAHCARDINAL HEALTH INC$793K0.20%-8,199-68.6%
137LUVSOUTHWEST AIRLS CO$786K0.20%+248+1.2%
138HPQHP INC$781K0.20%+9,057+28.7%
139PPLPPL CORP$771K0.20%+20,182NEW
140WSTWEST PHARMACEUTICAL SVSC INC$767K0.20%+3,060NEW
141GENGEN DIGITAL INC$767K0.20%+40,715NEW
142GISGENERAL MILLS INC$764K0.20%-19,468-48.7%
143ORCLORACLE CORP$757K0.19%+1,215+30.9%
144MDTMEDTRONIC PLC$754K0.19%+8,696NEW
145CAGCONAGRA BRANDS INC$753K0.19%+47,896NEW
146PBFPBF ENERGY INC$743K0.19%+2,725+21.2%
147DHRDANAHER CORP DEL$742K0.19%+1,367+53.7%
148ETSYETSY INC$741K0.19%+1,233+9.1%
149TERTERADYNE INC$732K0.19%-1,169-32.1%
150IDAIDACORP INC$727K0.19%+3,501+221.4%
151ATOATMOS ENERGY CORP$716K0.18%+3,876NEW
152FWONKLIBERTY MEDIA CORP DEL$712K0.18%-16,835-66.8%
153BEBLOOM ENERGY CORP$706K0.18%+2,899+125.2%
154SESEA LTD$706K0.18%-1,654-16.3%
155LSCCLATTICE SEMICONDUCTOR CORP$702K0.18%+7,568NEW
156EQTEQT CORP$699K0.18%+10,989NEW
157NFGNATIONAL FUEL GAS CO$680K0.17%+4,539+168.2%
158BROSDUTCH BROS INC$679K0.17%+13,407NEW
159STZCONSTELLATION BRANDS INC$668K0.17%+4,456NEW
160BNBROOKFIELD CORP$667K0.17%+10,849+332.2%
161ASMLASML HLDG NV$664K0.17%+503NEW
162UVVUNIVERSAL CORP VA MTNS BK EN$662K0.17%+12,554NEW
163IONSIONIS PHARMACEUTICALS INC$660K0.17%-71-0.8%
164BACBANK AMERICA CORP$660K0.17%+13,536NEW
165CVXCHEVRON CORPORATION$657K0.17%-4,333-57.7%
166PINSPINTEREST INC$653K0.17%+35,630NEW
167NTESNETEASE COM INC$647K0.17%+5,781NEW
168KKRKKR & CO INC$644K0.17%+6,957NEW
169INFYINFOSYS LTD$641K0.16%+33,878+250.2%
170IRMIRON MTN INC DEL$639K0.16%+6,255NEW
171HDBHDFC BANK LTD$626K0.16%+15,899+171.5%
172GOOGLALPHABET INC$623K0.16%+1,426+193.0%
173ITTITT INC$621K0.16%+3,259NEW
174PCARPACCAR INC$621K0.16%+5,374NEW
175OCFCOCEANFIRST FINL CORP$616K0.16%+34,165NEW
176FTSFORTIS INC$607K0.16%-10,125-53.6%
177DDOGDATADOG INC$606K0.16%-648-11.2%
178NJRNEW JERSEY RES CORP$601K0.15%+255+2.4%
179DKDELEK US HLDGS INC NEW$601K0.15%-4,492-25.2%
180PLXSPLEXUS CORP$586K0.15%+2,893NEW
181NSITINSIGHT ENTERPRISES INC$584K0.15%+8,715NEW
182ROKROCKWELL AUTOMATION INC$584K0.15%+1,627NEW
183HOODROBINHOOD MKTS INC$582K0.15%-7,499-47.2%
184SAPSAP SE$578K0.15%-2,837-45.7%
185RRXREGAL REXNORD CORPORATION$578K0.15%+3,084NEW
186ALLYALLY FINL INC$573K0.15%-1,135-7.2%
187AONAON PLC$572K0.15%+1,772NEW
188AMKRAMKOR TECHNOLOGY INC$572K0.15%+12,698NEW
189LRCXLAM RESEARCH CORP$566K0.15%+2,649NEW
190AMEAMETEK INC$566K0.15%+2,640NEW
191STBAS & T BANCORP INC$564K0.14%+13,489NEW
192EMAEMERA INC$559K0.14%-2,147-16.6%
193BZKANZHUN LIMITED$554K0.14%+41,408NEW
194AFLAFLAC INC$550K0.14%+5,017NEW
195NVTNVENT ELEC PLC$535K0.14%+4,527NEW
196ACAARCOSA INC$530K0.14%+4,995NEW
197ITWILLINOIS TOOL WKS INC$529K0.14%+2,033NEW
198OGEOGE ENERGY CORP$522K0.13%+10,886NEW
199ECLECOLAB INC$522K0.13%+1,962NEW
200FNBF N B CORP$521K0.13%+12,376+65.9%
201IDCCINTERDIGITAL INC$520K0.13%+1,721NEW
202NATLNCR ATLEOS CORPORATION$516K0.13%+11,834NEW
203BBDBANCO BRADESCO S A$516K0.13%+87,310+161.8%
204WCNWASTE CONNECTIONS INC$515K0.13%+1,716+117.8%
205PBHPRESTIGE CONSMR HEALTHCARE I$514K0.13%+4,991+135.3%
206GFLGFL ENVIRONMENTAL INC$511K0.13%-11,038-51.9%
207VTRSVIATRIS INC$505K0.13%+21,448+134.6%
208TRNTRINITY INDS INC$504K0.13%+15,673NEW
209CSGPCOSTAR GROUP INC$502K0.13%+7,371+145.2%
210EXLSEXLSERVICE HLDGS INC$499K0.13%+16,372NEW
211BCCBOISE CASCADE CO DEL$491K0.13%-3,212-33.2%
212TUTELUS CORPORATION$491K0.13%-33,074-52.4%
213IBKRINTERACTIVE BROKERS GROUP IN$490K0.13%-2,897-28.4%
214AZNASTRAZENECA PLC$490K0.13%+2,485NEW
215TTTRANE TECHNOLOGIES PLC$489K0.13%+27+2.4%
216CECOCECO ENVIRONMENTAL CORP$488K0.13%+8,195NEW
217CNOBCONNECTONE BANCORP INC$485K0.12%+18,120NEW
218TYLTYLER TECHNOLOGIES INC$483K0.12%+854+153.3%
219CIENCIENA CORP$482K0.12%+1,242NEW
220IOSPINNOSPEC INC$481K0.12%+3,609+121.1%
221BF/BBROWN FORMAN CORP$473K0.12%+17,905NEW
222PAYCPAYCOM SOFTWARE INC$472K0.12%+1,310+50.8%
223RIGTRANSOCEAN LTD$471K0.12%-227,154-76.2%
224BLKBLACKROCK INC$471K0.12%-6,548-93.0%
225DVADAVITA INC$471K0.12%-1,852-37.7%
226TMETENCENT MUSIC ENTMT GROUP$469K0.12%+50,520NEW
227BIPCBROOKFIELD INFRASTRUCTURE CO$468K0.12%+9,198NEW
228CLXCLOROX CO DEL$468K0.12%+638+16.5%
229ERIEERIE INDTY CO$467K0.12%+826+80.0%
230KWRQUAKER HOUGHTON$464K0.12%+2,174+138.9%
231CMICUMMINS INC$464K0.12%+863NEW
232MDGLMADRIGAL PHARMACEUTICALS INC$461K0.12%-1,771-66.8%
233IBMINTERNATIONAL BUSINESS MACHS$461K0.12%+906+91.0%
234ROSTROSS STORES INC$459K0.12%-8,731-80.5%
235GPORGULFPORT ENERGY CORP$454K0.12%+1,024+91.3%
236BBARRICK MNG CORP$452K0.12%-6,888-46.4%
237CFCF INDUSTRIES HOLD$451K0.12%-7,590-68.6%
238BIOBIO RAD LABS INC$450K0.12%+1,614NEW
239SMSM ENERGY COMPANY$449K0.12%-52,654-78.5%
240VNOMVIPER ENERGY INC$445K0.11%-4,451-32.0%
241DEDEERE & CO$443K0.11%-1,044-57.0%
242STNGSCORPIO TANKERS INC$443K0.11%+5,928NEW
243DDOMINION ENERGY INC$442K0.11%+7,143NEW
244AMTMAMENTUM HOLDINGS INC$441K0.11%+16,916NEW
245LASRNLIGHT INC$440K0.11%+7,716NEW
246APGAPI GROUP CORP$440K0.11%+10,847NEW
247TEXTEREX CORP NEW$439K0.11%+7,426NEW
248MOHMOLINA HEALTHCARE INC$438K0.11%+3,287NEW
249VFCV F CORP$436K0.11%-46,111-64.2%
250HCCWARRIOR MET COAL INC$433K0.11%+4,649NEW
251BAMBROOKFIELD ASSET MANAGMT LTD$432K0.11%-4,066-36.8%
252MOG/AMOOG INC$426K0.11%+1,455NEW
253FLRFLUOR CORP$424K0.11%+9,094NEW
254DSGXDESCARTES SYS GROUP INC$423K0.11%+2,068+64.5%
255ICEINTERCONTINENTAL EXCHANGE IN$423K0.11%+2,688NEW
256MNSTMONSTER BEVERAGE CORP NEW$423K0.11%-10,741-64.8%
257UPSTUPSTART HLDGS INC$422K0.11%+8,986+120.1%
258CNCCENTENE CORP DEL$422K0.11%-731-5.4%
259CCKCROWN HLDGS INC$421K0.11%+1,410+50.6%
260BCEBCE INC$419K0.11%+11,925NEW
261EMREMERSON ELEC CO$415K0.11%+3,170NEW
262ESEESCO TECHNOLOGIES INC$414K0.11%+89+6.4%
263GRBKGREEN BRICK PARTNERS INC$414K0.11%+6,427NEW
264SFSTIFEL FINL CORP$412K0.11%+5,570NEW
265UTHRUNITED THERAPEUTICS CORP DEL$411K0.11%+693NEW
266WABCWESTAMERICA BANCORPORATION$409K0.11%+7,844NEW
267STRASTRATEGIC ED INC$408K0.10%-3,873-44.0%
268AEEAMEREN CORP$408K0.10%-11,469-75.6%
269AVPTAVEPOINT INC$402K0.10%-33,748-44.4%
270MOALTRIA GROUP INC$400K0.10%+6,063NEW
271AXONAXON ENTERPRISE INC$398K0.10%+936NEW
272FISVFISERV INC$397K0.10%-18,181-71.9%
273ETDETHAN ALLEN INTERIORS INC$391K0.10%+17,584NEW
274FLOFLOWERS FOODS INC$389K0.10%+47,742NEW
275INTUINTUIT$387K0.10%+896NEW
276VGVENTURE GLOBAL INC$384K0.10%-5,190-17.5%
277AIZASSURANT INC$383K0.10%-2,354-57.2%
278SNXTD SYNNEX CORPORATION$382K0.10%-11,385-83.4%
279KTBKONTOOR BRANDS INC$375K0.10%+5,329NEW
280KHCKRAFT HEINZ CO$371K0.10%+16,480NEW
281LOARLOAR HOLDINGS INC$370K0.10%+6,457NEW
282AMSFAMERISAFE INC$369K0.09%+11,080NEW
283DHTDHT HOLDINGS INC$369K0.09%+20,173NEW
284PIIPOLARIS INC$366K0.09%+6,715NEW
285VICIVICI PPTYS INC$363K0.09%-40,254-75.2%
286EGEVEREST GROUP LTD$362K0.09%-1,044-48.5%
287BWXTBWX TECHNOLOGIES INC$359K0.09%+453+34.8%
288CHDCHURCH & DWIGHT CO INC$358K0.09%+3,836NEW
289DACDANAOS CORPORATION$357K0.09%-1,413-30.8%
290MTRNMATERION CORP$355K0.09%+2,454NEW
291ASNDUSDASCENDIS PHARMA A/S$352K0.09%+357+30.2%
292WALWESTERN ALLIANCE BANCORP$352K0.09%+2,527+103.4%
293MPWRMONOLITHIC PWR SYS INC$350K0.09%+320NEW
294ARGXARGENX SE$350K0.09%+28+6.2%
295ULUNILEVER PLC$349K0.09%+6,123NEW
296CRICARTERS INC$348K0.09%+9,723NEW
297CPRTCOPART INC$347K0.09%-52,890-83.5%
298VALEVALE S A$345K0.09%+21,706NEW
299VZVERIZON COMMUNICATIONS INC$345K0.09%-36,235-84.0%
300LHXL3HARRIS TECHNOLOGIES INC$345K0.09%+1,000NEW
301BGBUNGE GLOBAL SA$343K0.09%+2,696NEW
302MGYMAGNOLIA OIL & GAS CORP$340K0.09%+10,766NEW
303CFFNCAPITOL FED FINL INC$340K0.09%+24,324+104.4%
304ITUBITAU UNIBANCO HLDG S A$339K0.09%-3,475-7.9%
305TSEMTOWER SEMICONDUCTOR LTD$337K0.09%+1,919NEW
306XYLXYLEM INC$336K0.09%+2,813NEW
307NUENUCOR CORP$330K0.08%+1,952NEW
308WWDWOODWARD INC$329K0.08%-1,908-67.5%
309ORRFORRSTOWN FINL SVCS INC$328K0.08%-13,564-59.9%
310HEI/AHEICO CORP NEW$328K0.08%+646+71.3%
311CNACNA FINL CORP$326K0.08%+405+6.0%
312IMOIMPERIAL OIL LTD$325K0.08%-4,322-70.8%
313CNRCORE NATURAL RESOURCES INC$322K0.08%+3,078NEW
314AJGGALLAGHER ARTHUR J & CO$321K0.08%-1,449-49.4%
315KNSLKINSALE CAP GROUP INC$320K0.08%+937NEW
316BYBYLINE BANCORP INC$319K0.08%-5,710-36.1%
317CAMTCAMTEK LTD$317K0.08%+2,091NEW
318DANDANA INC$316K0.08%+9,395NEW
319IBCPINDEPENDENT BK CORP MICH$315K0.08%+9,474NEW
320EWEDWARDS LIFESCIENCES CORP$315K0.08%+3,928NEW
321TIGOMILLICOM INTL CELLULAR S A$314K0.08%+4,193NEW
322GWWWW GRAINGER INC$313K0.08%+287NEW
323QQNITY ELECTRONICS INC$311K0.08%+2,699NEW
324OTEXOPEN TEXT CORP$309K0.08%+9,976NEW
325QTWOQ2 HLDGS INC$308K0.08%+6,510NEW
326MMIMARCUS & MILLICHAP INC$306K0.08%-16,510-58.9%
327CPCANADIAN PACIFIC KANSAS CITY$306K0.08%+2,794NEW
328SONYSONY GROUP CORP$306K0.08%+14,760NEW
329BNSBANK NOVA SCOTIA B C$305K0.08%-948-23.1%
330CSLCARLISLE COS INC$305K0.08%+914NEW
331VISTVISTA ENERGY S.A.B. DE C.V.$302K0.08%+4,000NEW
332OSISOSI SYSTEMS INC$295K0.08%+1,111NEW
333CENXCENTURY ALUM CO$294K0.08%+5,014NEW
334BUDANHEUSER BUSCH INBEV SA NV$294K0.08%+4,234NEW
335APOGAPOGEE ENTERPRISES INC$293K0.08%-2,702-23.6%
336EBAYEBAY INC.$292K0.08%-12,195-79.2%
337ACMAECOM$292K0.08%-23,155-87.1%
338CUBICUSTOMERS BANCORP INC$290K0.07%+4,174NEW
339TFXTELEFLEX INCORPORATED$290K0.07%+2,422NEW
340PATHUIPATH INC$288K0.07%+25,961NEW
341KVUEKENVUE INC$287K0.07%-162,389-90.7%
342SWXSOUTHWEST GAS HLDGS INC$285K0.07%+3,283NEW
343HCIHCI GROUP INC$282K0.07%+1,825NEW
344UUNITY SOFTWARE INC$281K0.07%+6,631+107.0%
345UNFUNIFIRST CORP MASS$281K0.07%+1,118NEW
346FFIVF5 INC$281K0.07%+972NEW
347RKTROCKET COS INC$281K0.07%-58,506-74.8%
348GGGGRACO INC$279K0.07%+3,299NEW
349OMABGRUPO AEROPORTUARIO DEL CENT$276K0.07%+109+4.7%
350MZTIMARZETTI COMPANY$274K0.07%+1,980NEW
351VSCOVICTORIAS SECRET AND CO$273K0.07%-23,408-79.9%
352KBHKB HOME$267K0.07%+5,162NEW
353PTCPTC INC$262K0.07%+1,841NEW
354PLNTPLANET FITNESS MASTER ISSUER$261K0.07%+3,514NEW
355FITBFIFTH THIRD BANCORP$260K0.07%+5,605NEW
356CENTACENTRAL GARDEN & PET CO$260K0.07%-5,306-39.8%
357PRMBPRIMO BRANDS CORPORATION$260K0.07%+13,783NEW
358CPBTHE CAMPBELLS COMPANY$256K0.07%-16,035-58.2%
359AWIARMSTRONG WORLD INDS INC NEW$255K0.07%+1,548NEW
360SITMSITIME CORP$255K0.07%+737NEW
361CNMCORE & MAIN INC$255K0.07%+287+5.9%
362EQHEQUITABLE HLDGS INC$254K0.07%+6,844NEW
363DEODIAGEO PLC$253K0.07%-14,533-81.0%
364WFGWEST FRASER TIMBER LTD$253K0.06%-5,645-67.0%
365AMZNAMAZON COM INC$252K0.06%-21,730-94.7%
366CERTCERTARA INC$251K0.06%+44,014NEW
367YUMYUM BRANDS INC$250K0.06%-703-30.4%
368CCSCENTURY COMMUNITIES INC$249K0.06%+4,339NEW
369NEUNEWMARKET CORP$249K0.06%+388NEW
370MPBMID PENN BANCORP INC$248K0.06%+7,712NEW
371FROFRONTLINE PLC$247K0.06%+7,082NEW
372AMANTERO MIDSTREAM CORP$247K0.06%+10,817NEW
373PLOWDOUGLAS DYNAMICS INC$246K0.06%+5,846NEW
374UTLUNITIL CORP$245K0.06%-68-1.4%
375TTWOTAKE-TWO INTERACTIVE SOFTWAR$245K0.06%+1,242NEW
376GRABGRAB HOLDINGS LIMITED$244K0.06%-135,783-67.1%
377CHECHEMED CORP NEW$243K0.06%+644NEW
378TXTERNIUM SA$243K0.06%+6,046NEW
379CPFCENTRAL PAC FINL CORP$242K0.06%-141-1.8%
380EROERO COPPER CORP$241K0.06%+7,851NEW
381SPHRSPHERE ENTERTAINMENT CO$241K0.06%+2,052NEW
382XENEXENON PHARMACEUTICALS INC$240K0.06%+4,123NEW
383NRGNRG ENERGY INC$240K0.06%+1,639NEW
384OZKBANK OZK LITTLE ROCK ARK$239K0.06%+5,200NEW
385EFXTENERFLEX LTD$238K0.06%+8,182NEW
386WORWORTHINGTON ENTERPRISES INC$238K0.06%+4,566NEW
387RYROYAL BK CDA$237K0.06%+1,055NEW
388TTMITTM TECHNOLOGIES INC$237K0.06%+2,433NEW
389XELXCEL ENERGY INC$237K0.06%-6,674-69.1%
390PJTPJT PARTNERS INC$237K0.06%+1,693NEW
391ECGEVERUS CONSTR GROUP$236K0.06%+1,996NEW
392DTMDT MIDSTREAM INC$235K0.06%+1,742NEW
393QDELQUIDELORTHO CORP$234K0.06%+14,265NEW
394RYANRYAN SPECIALTY HOLDINGS INC$233K0.06%+6,899NEW
395DOWDOW HLDGS INC$230K0.06%+5,511NEW
396PBAPEMBINA PIPELINE CORP$228K0.06%+5,099NEW
397AGIALAMOS GOLD INC$228K0.06%-9,246-71.5%
398POH3CARNIVAL PLC$228K0.06%-8,645-49.4%
399UIUBIQUITI INC$227K0.06%+287NEW
400HUBBHUBBELL INC$225K0.06%+459NEW
401BMIBADGER METER INC$225K0.06%+1,475NEW
402CGNXCOGNEX CORP$225K0.06%-3,344-42.2%
403AVGOBROADCOM INC$223K0.06%-2,067-74.1%
404UVSPUNIVEST FINANCIAL CORPORATIO$223K0.06%+6,501NEW
405CLBKCOLUMBIA FINL INC$222K0.06%+12,667NEW
406SHBISHORE BANCSHARES INC$222K0.06%+11,872NEW
407NBTBNBT BANCORP INC$220K0.06%-8,656-62.6%
408SPSCSPS COMM INC$220K0.06%+3,954NEW
409RLAYRELAY THERAPEUTICS INC$220K0.06%+22,075NEW
410VIAVVIAVI SOLUTIONS INC$219K0.06%+6,595NEW
411TECKTECK RESOURCES LTD$219K0.06%+4,225NEW
412TMDXTRANSMEDICS GROUP INC$218K0.06%+2,194NEW
413COTYCOTY INC$216K0.06%+31,592+41.5%
414BKDBROOKDALE SR LIVING INC$215K0.06%-43,259-73.4%
415GPIGROUP 1 AUTOMOTIVE INC$213K0.05%+645NEW
416BVBRIGHTVIEW HLDGS INC$213K0.05%+18,087NEW
417AALAMERICAN AIRLINES GROUP INC$212K0.05%+19,700NEW
418OLLIOLLIES BARGAIN OUTLET HLDGS$209K0.05%-1,229-35.1%
419GTYGETTY RLTY CORP NEW$206K0.05%-19,144-74.7%
420FUNSIX FLAGS ENTERTAINMENT CORP$206K0.05%-3,441-22.9%
421CCEPCOCA-COLA EUROPACIFIC PARTNE$206K0.05%+2,273NEW
422FNDFLOOR & DECOR HLDGS INC$204K0.05%+4,016NEW
423CWCURTISS WRIGHT CORP$204K0.05%+299NEW
424VERXVERTEX INC$204K0.05%+17,126NEW
425HLIHOULIHAN LOKEY INC$203K0.05%+1,415NEW
426EMEEMCOR GROUP INC$203K0.05%-511-65.0%
427TRPTC ENERGY CORP$202K0.05%+2,922NEW
428SLMSLM CORP$201K0.05%+9,407NEW
429TJXTJX COS INC NEW$201K0.05%-690-35.4%
430TFPMTRIPLE FLAG PRECIOUS METAL$201K0.05%-7,796-65.2%
431MIRMIRION TECHNOLOGIES INC$201K0.05%+305+2.9%
432CBZCBIZ INC$201K0.05%+7,476NEW
433MELIMERCADOLIBRE INC$201K0.05%+12+11.5%
434PTONPELOTON INTERACTIVE INC$198K0.05%+34,711+303.0%
435CRGYCRESCENT ENERGY COMPANY$191K0.05%+1,464+11.5%
436XERSXERIS BIOPHARMA HOLDINGS INC$189K0.05%+20,259+165.2%
437VIRVIR BIOTECHNOLOGY INC$181K0.05%+7,614+60.3%
438HTGCHERCULES CAPITAL INC$179K0.05%+12,089NEW
439GENIGENIUS SPORTS LIMITED$166K0.04%+37,540NEW
440KRNYKEARNY FINL CORP MD$163K0.04%-8,859-29.1%
441FSKFS KKR CAP CORP$161K0.04%+5,141+48.3%
442FIGSFIGS INC$160K0.04%+489+4.7%
443LSPDLIGHTSPEED COMMERCE INC$160K0.04%+2,876+27.8%
444ACICAMERICAN COASTAL INS CORP$152K0.04%+13,505NEW
445PSKYPARAMOUNT SKYDANCE CORP$152K0.04%+16,833NEW
446AVTRAVANTOR INC$151K0.04%+19,266NEW
447MBLYMOBILEYE GLOBAL INC$147K0.04%+21,412NEW
448YEXTYEXT INC$140K0.04%+36,347NEW
449CLBTCELLEBRITE DI LTD$138K0.04%+10,028NEW
450IEIVANHOE ELECTRIC INC$137K0.04%+11,606NEW
451CLFCLEVELAND-CLIFFS INC NEW$137K0.04%-69,917-81.2%
452OBEOBSIDIAN ENERGY LTD$126K0.03%+11,621NEW
453BTGB2GOLD CORP$125K0.03%-12,156-37.1%
454NOKNOKIA CORP$124K0.03%+15,442NEW
455LYGLLOYDS BANKING GROUP PLC$124K0.03%+24,596NEW
456WRNWESTERN COPPER & GOLD CORP$119K0.03%+40,321NEW
457STUBSTUBHUB HLDGS INC$114K0.03%+18,252NEW
458GPRKGEOPARK LTD$112K0.03%+11,819NEW
459OWLBLUE OWL CAPITAL INC$111K0.03%+12,154NEW
460GGBGERDAU SA$110K0.03%+11,041+57.2%
461MEDMEDIFAST INC$103K0.03%+10,143NEW
462HLXHELIX ENERGY SOLUTIONS GRP I$103K0.03%-16,335-61.0%
463TET1 ENERGY INC$102K0.03%+23,315NEW
464YMMFULL TRUCK ALLIANCE CO LTD$102K0.03%+12,297NEW
465WTIW & T OFFSHORE INC$102K0.03%+29,875NEW
466ADMAADMA BIOLOGICS INC$101K0.03%+11,212NEW
467NOMDNOMAD FOODS LTD$100K0.03%-784-7.0%
468GOGROCERY OUTLET HLDG CORP$99K0.03%+14,024NEW
469EMBCEMBECTA CORP$99K0.03%+11,157NEW
470CARSCARS COM INC$97K0.02%+11,958NEW
471REALTHE REALREAL INC$96K0.02%-3,413-24.4%
472LILALIBERTY LATIN AMERICA LTD$95K0.02%+10,943NEW
473CCCCCC INTELLIGENT SOLUTIONS HL$90K0.02%+14,979NEW
474KREFKKR REAL ESTATE FIN TR INC$90K0.02%+14,661NEW
475ICLICL GROUP LTD$86K0.02%+16,533NEW
476GRNTGRANITE RIDGE RESOURCES INC$83K0.02%+14,133NEW
477TCPCBLACKROCK TCP CAPITAL CORP$82K0.02%+11,960+112.6%
478BGSB & G FOODS INC$77K0.02%+816+5.4%
479BORRBORR DRILLING LTD$76K0.02%+13,132NEW
480RCREADY CAPITAL CORP$74K0.02%+45,577NEW
481CRSRCORSAIR GAMING INC$72K0.02%+12,965NEW
482UWMCUWM HOLDINGS CORPORATION$67K0.02%+18,478NEW
483UAUNDER ARMOUR INC$63K0.02%+10,808NEW
484CMPSCOMPASS PATHWAYS PLC$62K0.02%+11,153NEW
485TDOCTELADOC HEALTH INC$61K0.02%+11,152NEW
486TBLATABOOLA.COM LTD$57K0.01%+7,047+62.5%
487TVGRUPO TELEVISA S A B$53K0.01%+5,151+39.4%
488CIGCIA ENERGETICA DE MINAS GERA$46K0.01%+19,214NEW
489MRVIMARAVAI LIFESCIENCES HLDGS I$44K0.01%+15,594NEW
490BMBLBUMBLE INC$41K0.01%+12,510NEW
491SFIXSTITCH FIX INC$37K0.01%+11,223NEW
492ABEVAMBEV SA$37K0.01%+12,622NEW
493WITWIPRO LTD$35K0.01%+16,659NEW
494PSECPROSPECT CAP CORP$35K0.01%-32,571-71.1%
495EVHEVOLENT HEALTH INC$34K0.01%+14,850NEW
496SIDCOMPANHIA SIDERURGICA NACION$24K0.01%+1,003+5.6%
497PGPROCTER AND GAMBLE CO-37,737EXITED
498NFLXNETFLIX INC-56,277EXITED
499KEYKEYCORP-248,609EXITED
500MSIMOTOROLA SOLUTIONS INC-11,952EXITED

Source: SEC EDGAR · accession 0001420506-26-001055. 13F discloses long positions only — shorts, foreign equities, and options are excluded.