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Institutional

Altshuler Shaham Ltd

CIK 0001324290
$5.54B
Reported AUM
427
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · Altshuler Shaham Ltd · Q1 2026

AI · grounded in 13F

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

Portfolio · Q1 2026

TSM$493.1MESLT$380.0MTEVA$335.9MENLT$311.6MAMZN$245.4MGOOGL$206.4MORCL$194.8MUBER$179.1MEXE$162.4MICE$158.4MAAPL$150.2MBABA$137.3MOther$2.59BAL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1TSMTAIWAN SEMICONDUCTOR MFG LTD$493.1M8.90%-138,740-8.7%
2ESLTELBIT SYS LTD$380.0M6.86%-55,659-10.9%
3TEVATEVA PHARMACEUTICAL INDS LTD$335.9M6.06%+2,974,280+35.0%
4ENLTENLIGHT RENEWABLE ENERGY LTD$311.6M5.62%+4,127,573+705.5%
5AMZNAMAZON COM INC$245.4M4.43%-1,161,486-49.6%
6GOOGLALPHABET INC$206.4M3.73%-642,722-47.2%
7ORCLORACLE CORP$194.8M3.52%+6,927+0.5%
8UBERUBER TECHNOLOGIES INC$179.1M3.23%+557+0.0%
9EXEEXPAND ENERGY CORPORATION$162.4M2.93%-237,853-13.9%
10ICEINTERCONTINENTAL EXCHANGE IN$158.4M2.86%+18,791+1.9%
11AAPLAPPLE INC$150.2M2.71%+368,606+165.2%
12BABAALIBABA GROUP HLDG LTD$137.3M2.48%+269+0.0%
13AVGOBROADCOM INC$134.5M2.43%+306,010+238.1%
14PANWPALO ALTO NETWORKS INC$121.6M2.20%+756,107+28276.3%
15CRHCRH PLC$119.3M2.15%-133,000-10.5%
16ICLICL GROUP LTD$114.0M2.06%-4,071,854-15.5%
17NVDANVIDIA CORPORATION$111.1M2.01%+627,510+6451.9%
18NEENEXTERA ENERGY INC$108.9M1.97%+204,712+21.1%
19RIORIO TINTO PLC$106.7M1.93%+1,144,000NEW
20LYFTLYFT INC$101.9M1.84%+2,607,417+51.6%
21QCOMQUALCOMM INC$96.2M1.74%+518,790+227.1%
22IBMINTERNATIONAL BUSINESS MACHS$95.3M1.72%-156,086-28.4%
23ALBALBEMARLE CORP$94.8M1.71%+528,131NEW
24CSCOCISCO SYS INC$89.4M1.61%-2,268,619-66.3%
25NFLXNETFLIX INC$86.1M1.55%+467,384+109.3%
26TRMBTRIMBLE INC$74.0M1.34%-126,000-10.0%
27ZNGAZOOM COMMUNICATIONS INC$73.2M1.32%-1,132,477-55.4%
28ARMARM HOLDINGS PLC$72.4M1.31%+325,186+212.4%
29ADIANALOG DEVICES INC$68.4M1.23%-190,890-47.0%
30CHKPCHECK POINT SOFTWARE TECH LT$67.3M1.21%-92,012-16.3%
31TSEMTOWER SEMICONDUCTOR LTD$58.0M1.05%+313,463+1176.4%
32APPAPPLOVIN CORP$50.9M0.92%+126,707+11487.5%
33SQMSOCIEDAD QUIMICA Y MINERA DE$50.2M0.91%+620,000NEW
34DELEK LOGISTICS PARTNERS LP$48.3M0.87%+120,111+498.2%
35ISRGINTUITIVE SURGICAL INC$43.8M0.79%+95,000NEW
36SHOPSHOPIFY INC$43.5M0.78%-11,310-3.0%
37LGIHLGI HOMES INC$43.0M0.78%+55,465+5.4%
38ALABASTERA LABS INC$39.4M0.71%+366,250NEW
39DEODIAGEO PLC$37.2M0.67%+500,000NEW
40HOODROBINHOOD MKTS INC$36.4M0.66%+29,088+5.9%
41ARCCARES CAPITAL CORP$29.7M0.54%HELD
42ORAORMAT TECHNOLOGIES INC$28.3M0.51%+250,317+5810.5%
43TWTRADEWEB MKTS INC$24.1M0.44%HELD
44BXSLBLACKSTONE SECD LENDING FD$17.8M0.32%-53,000-6.6%
45KENKENON HLDGS LTD$15.5M0.28%+8,864+4.9%
46CCITIGROUP INC$11.3M0.20%+9,500NEW
47ETORETORO GROUP LTD$10.5M0.19%+5,077+1.5%
48NBISNEBIUS GROUP N.V.$9.4M0.17%+5,184,684NEW
49MICROSOFT CORP$9.3M0.17%+3,600NEW
50NVMINOVA LTD$9.2M0.17%+9,974+87.7%
51MSDLMORGAN STANLEY DIRECT LENDIN$9.1M0.16%HELD
52WMT2WELLS FARGO CO NEW$8.9M0.16%+13,400NEW
53GEVGE VERNOVA INC$8.8M0.16%+955+10.4%
54PFLTPENNANTPARK FLOATING RATE CA$8.3M0.15%-290,984-22.0%
55FCXFREEPORT-MCMORAN INC$6.9M0.13%-1,448,522-92.5%
56GILTGILAT SATELLITE NETWORKS LTD$6.7M0.12%-22,929-4.8%
57ODDODDITY TECH LTD$6.6M0.12%-8,495-1.7%
58PYPLPAYPAL HLDGS INC$5.8M0.11%+7,000NEW
59TSLXSIXTH STREET SPECIALTY LENDI$5.5M0.10%HELD
60QUREQUANTA SVCS INC$5.1M0.09%-570-5.8%
61BACBANK AMERICA CORP$4.7M0.09%+8,450+65.8%
62XLFSELECT SECTOR SPDR TR$4.1M0.07%+20,825NEW
63MSFTMICROSOFT CORP$4.1M0.07%-700,154-98.4%
64SNSHARKNINJA INC$4.0M0.07%-4,004-9.6%
65ETNEATON CORP PLC$3.8M0.07%+2,141+25.2%
66IRENIREN LIMITED$3.7M0.07%-297,810-17.5%
67CATCATERPILLAR INC$3.6M0.07%+1,924+60.7%
68TLNTALEN ENERGY CORP$3.4M0.06%-4,089-27.5%
69UPBUPSTREAM BIO INC$3.4M0.06%-961,479-71.7%
70NRGNRG ENERGY INC$3.4M0.06%-4,956-17.6%
71DDOGDATADOG INC$3.4M0.06%-993,068-97.2%
72AEPAMERICAN ELEC PWR CO INC$3.2M0.06%+4,145+20.2%
73CEGCONSTELLATION ENERGY CORP$3.2M0.06%-1,144-9.0%
74WMTWALMART INC$3.2M0.06%+13,030+105.0%
75VSTVISTRA CORP$3.0M0.05%-3,797-15.8%
76MTZMASTEC INC$3.0M0.05%+3,983+76.0%
77COSTCOSTCO WHSL CORP NEW$2.6M0.05%+2,618NEW
78NICENICE LTD$2.5M0.04%+11,521+104.4%
79FIXCOMFORT SYS USA INC$2.4M0.04%+724+69.5%
80NXTNEXTRACKER INC$2.4M0.04%+6,412+47.8%
81NTRNUTRIEN LTD$2.2M0.04%-1,823,796-98.4%
82TSLATESLA INC$2.2M0.04%+4,303+293.1%
83ABNBAIRBNB INC$2.1M0.04%+10,431+168.6%
84KMIKINDER MORGAN INC DEL$2.1M0.04%+7,515+13.7%
85FSLRFIRST SOLAR INC$2.1M0.04%+1,025+10.8%
86NYAXNAYAX LTD$2.0M0.04%+1,731+5.0%
87CCJCAMECO CORP$2.0M0.04%-5,452-22.7%
88CRWVCOREWEAVE INC$2.0M0.04%-10,671-0.5%
89SPOTSPOTIFY TECHNOLOGY S A$2.0M0.04%+3,374+479.3%
90HLNHALEON PLC$2.0M0.04%+96,378+96.4%
91IBKRINTERACTIVE BROKERS GROUP IN$1.9M0.04%+12,933+80.8%
92SOSOUTHERN CO$1.9M0.03%+2,376+13.8%
93DDOMINION ENERGY INC$1.9M0.03%+3,622+13.7%
94NETCLOUDFLARE INC$1.8M0.03%+5,019+136.7%
95SPDR GOLD TR$1.8M0.03%+18,825+43779.1%
96SOFI TECHNOLOGIES INC$1.7M0.03%+280,000NEW
97LNGCHENIERE ENERGY INC$1.6M0.03%-5,079-46.7%
98INMDINMODE LTD$1.6M0.03%-107,100-47.2%
99EBAYEBAY INC.$1.6M0.03%-2,074,985-99.1%
100PTONPELOTON INTERACTIVE INC$1.6M0.03%+369,568NEW
101METAMETA PLATFORMS INC$1.6M0.03%+1,691+157.4%
102EMEEMCOR GROUP INC$1.6M0.03%+257+13.7%
103GLWCORNING INC$1.5M0.03%+1,327+13.7%
104MICROSTRATEGY INC$1.4M0.03%-26-7.0%
105SNDKSANDISK CORP$1.3M0.02%+11,655NEW
106HUBBHUBBELL INC$1.3M0.02%+315+13.8%
107NBNIOCORP DEVS LTD$1.3M0.02%+13,748NEW
108SHELSHELL PLC$1.2M0.02%-1,491-10.2%
109REYNREYNOLDS CONSUMER PRODS INC$1.2M0.02%+5,016+545.8%
110FLNCFLUENCE ENERGY INC$1.2M0.02%+38,556+84.6%
111ETRENTERGY CORP NEW$1.2M0.02%+1,243+13.7%
112CTRACOTERRA ENERGY INC$1.1M0.02%-1,996,068-98.4%
113AAALCOA CORP$1.1M0.02%+2,052+13.7%
114IREN LIMITED$1.1M0.02%+999,994+980386.3%
115CAMTCAMTEK LTD$1.1M0.02%-1,176-13.9%
116VYGRVOYAGER THERAPEUTICS INC$1.1M0.02%+70,185+34.4%
117BWXTBWX TECHNOLOGIES INC$1.1M0.02%+624+13.8%
118TERAWULF INC$1.1M0.02%HELD
119EXPE 0 02/15/26EXPEDIA GROUP INC$1.0M0.02%+11,622NEW
120WMBWILLIAMS COS INC$1.0M0.02%+1,701+13.7%
121AGXARGAN INC$1.0M0.02%+7,079NEW
122CWCURTISS WRIGHT CORP$988K0.02%+176+13.8%
123UECURANIUM ENERGY CORP$987K0.02%+8,830+13.7%
124CIFR 1.75 05/15/30CIPHER MINING INC$983K0.02%HELD
125XELXCEL ENERGY INC$980K0.02%+1,489+13.7%
126ALPHABET INC$976K0.02%+3,420NEW
127UPSTUPSTART HLDGS INC$970K0.02%+10,800+40.0%
128DUOLDUOLINGO INC$967K0.02%-233,519-96.0%
129NXDRNEXTDOOR HOLDINGS INC$932K0.02%-43,841-6.2%
130FORTYFORMULA SYSTEMS 1985 LTD$926K0.02%+727+10.4%
131CPCANADIAN PACIFIC KANSAS CITY$926K0.02%+144+1.2%
132WECWEC ENERGY GROUP INC$921K0.02%+960+13.7%
133NEBIUS GROUP N.V.$889K0.02%HELD
134OPENOPENDOOR TECHNOLOGIES INC$887K0.02%+45,375+29.6%
135NIOBWNIOCORP DEVS LTD$821K0.01%HELD
136SRESEMPRA$818K0.01%+1,017+13.7%
137GRBKGREEN BRICK PARTNERS INC$812K0.01%-660-5.0%
138LOWLOWES COS INC$791K0.01%+3,347NEW
139MRNAMODERNA INC$767K0.01%-7,900-34.3%
140BDCBELDEN INC$764K0.01%+2,044+13.7%
141BEBLOOM ENERGY CORP$762K0.01%+563+11.1%
142ENTGENTEGRIS INC$719K0.01%-1,299,946-99.5%
143LENLENNAR CORP$703K0.01%+1,260+18.4%
144DHID R HORTON INC$700K0.01%-270-5.0%
145PEGPUBLIC SVC ENTERPRISE GRP IN$650K0.01%+970+13.7%
146NXENEXGEN ENERGY LTD$647K0.01%+6,733+13.7%
147BLDRBUILDERS FIRSTSOURCE INC$626K0.01%+180+2.4%
148VNTVONTIER CORPORATION$575K0.01%+223+1.4%
149MYRGMYR GROUP INC DEL$560K0.01%+1,983NEW
150LEUCENTRUS ENERGY CORP$521K0.01%+316+11.8%
151TLRYEURTILRAY BRANDS INC$508K0.01%-16,422-17.3%
152ARTELO BIOSCIENCES INC$484K0.01%+889NEW
153AISPWAIRSHIP AI HLDGS INC$472K0.01%HELD
154SSENTINELONE INC$464K0.01%-400-1.1%
155PLUGPLUG POWER INC$426K0.01%HELD
156SNOWSNOWFLAKE INC$418K0.01%-2,671-49.1%
157ITRI 0 03/15/26ITRON INC$410K0.01%+5,509NEW
158ENPHENPHASE ENERGY INC$340K0.01%-9,500-51.4%
159NINISOURCE INC$303K0.01%+725+12.5%
160COIN 0.5 06/01/26COINBASE GLOBAL INC$275K0.00%+160,000NEW
161BARCLAYS BANK PLC$270K0.00%+249,955+555455.6%
162MIRMIRION TECHNOLOGIES INC$244K0.00%+1,443+12.3%
163PGYPAGAYA TECHNOLOGIES LTD$230K0.00%HELD
164SONY GROUP CORP$224K0.00%HELD
165VLTOVERALTO CORP$200K0.00%+240+11.9%
166SATLSATELLOGIC INC$195K0.00%HELD
167AMDADVANCED MICRO DEVICES INC$180K0.00%+818+1239.4%
168FBYDWFALCONS BEYOND GLOBAL INC$159K0.00%HELD
169NKENIKE INC$158K0.00%-6,890-69.7%
170AIR PRODS & CHEMS INC$134K0.00%+2+0.4%
171PNRPENTAIR PLC$123K0.00%+6+0.4%
172PPTAPERPETUA RESOURCES CORP$82K0.00%+2,650+1060.0%
173IREN LIMITED$73K0.00%HELD
174DDDUPONT DE NEMOURS INC$58K0.00%+5+0.4%
175CFCF INDS HLDGS INC$54K0.00%+112+36.6%
176APAAPA CORPORATION$52K0.00%+330+36.7%
177FVRRFIVERR INTL LTD$50K0.00%+4,000+400.0%
178XYLXYLEM INC$49K0.00%+408NEW
179TIGOMILLICOM INTL CELLULAR S A$47K0.00%+170+36.7%
180MTDRMATADOR RES CO$47K0.00%+201+36.7%
181TGTTARGET CORP$44K0.00%+98+36.8%
182SFDSMITHFIELD FOODS INC$43K0.00%+410+36.8%
183EIXEDISON INTL$42K0.00%+155+36.6%
184SPYSPDR S&P 500 ETF TR$41K0.00%-143-47.5%
185EMNEASTMAN CHEM CO$41K0.00%+145+36.9%
186VZVERIZON COMMUNICATIONS INC$41K0.00%-30-3.5%
187MICROSTRATEGY INC$40K0.00%+25+35.7%
188ZIMZIM INTEGRATED SHIPPING SERV$40K0.00%HELD
189CNHCNH INDL N V$38K0.00%+938+36.8%
190NOVNOV INC$38K0.00%+546+36.8%
191ORMPORAMED PHARMACEUTICALS INC$38K0.00%HELD
192TAT&T INC$38K0.00%+352+36.8%
193BYDBOYD GAMING CORP$37K0.00%+159+54.3%
194LEALEAR CORP$37K0.00%+81+36.5%
195SIRISIRIUSXM HOLDINGS INC$36K0.00%+417+36.7%
196CHTRCHARTER COMMUNICATIONS INC N$36K0.00%+45+37.2%
197ECXECARX HOLDINGS INC$35K0.00%HELD
198KMXCARMAX INC$35K0.00%+228+36.7%
199MOSMOSAIC CO NEW$35K0.00%+368+36.4%
200CMCSACOMCAST CORP NEW$35K0.00%+325+36.8%
201INGRINGREDION INC$34K0.00%+82+36.9%
202RITMRITHM CAPITAL CORP$34K0.00%+1,800+100.0%
203AESAES CORP$34K0.00%+650+36.8%
204LKQLKQ CORP$33K0.00%+303+36.7%
205POSTPOST HLDGS INC$33K0.00%+89+36.6%
206DALDELTA AIR LINES INC DEL$33K0.00%+132+36.8%
207PPCPILGRIMS PRIDE CORP$32K0.00%+229+36.8%
208UGIUGI CORP NEW$32K0.00%+236+36.6%
209ACIALBERTSONS COS INC$31K0.00%+497+36.8%
210NXSTNEXSTAR MEDIA GROUP INC$31K0.00%+47+37.0%
211NLYANNALY CAPITAL MANAGEMENT IN$31K0.00%+391+36.9%
212CAGCONAGRA BRANDS INC$30K0.00%+519+36.8%
213PAGPENSKE AUTOMOTIVE GRP INC$30K0.00%+55+37.2%
214KOCOCA COLA CO$30K0.00%-7,802-92.9%
215CIRCLE INTERNET GROUP INC$30K0.00%HELD
216CACCCREDIT ACCEP CORP MICH$30K0.00%+19+37.3%
217SYFSYNCHRONY FINANCIAL$29K0.00%+113+36.9%
218SMRNUSCALE PWR CORP$28K0.00%-37,189-93.5%
219UALUNITED AIRLS HLDGS INC$28K0.00%+82+36.8%
220GPNGLOBAL PMTS INC$28K0.00%+111+36.6%
221FISVFISERV INC$28K0.00%+132+36.4%
222OMFONEMAIN HLDGS INC$27K0.00%+137+36.6%
223ADTADT INC DEL$27K0.00%+1,094+36.8%
224MMACYS INC$27K0.00%+396+36.7%
225SNPSSYNOPSYS INC$26K0.00%-2,050-96.9%
226LADLITHIA MTRS INC$25K0.00%+28+37.8%
227CRSPCRISPR THERAPEUTICS AG$24K0.00%+80+19.0%
228ISHARES SILVER TR$20K0.00%+360NEW
229LRCXLAM RESEARCH CORP$20K0.00%-21-18.3%
230KLACKLA CORP$19K0.00%-2-13.3%
231AMATAPPLIED MATLS INC$19K0.00%-12-17.6%
232TMETENCENT MUSIC ENTMT GROUP$19K0.00%+800+66.7%
233SEDGSOLAREDGE TECHNOLOGIES INC$18K0.00%-890-71.2%
234BNAIWBRAND ENGAGEMENT NETWORK INC$17K0.00%HELD
235MUMICRON TECHNOLOGY INC$17K0.00%-11-18.0%
236PLXPROTALIX BIOTHERAPEUTICS INC$17K0.00%-4,400-36.2%
237OPKOPKO HEALTH INC$17K0.00%+11,483+348.8%
238TXNTEXAS INSTRS INC$17K0.00%+8+10.3%
239DRTSALPHA TAU MEDICAL LTD$16K0.00%-1,300-36.1%
240HIPOHIPPO HLDGS INC$16K0.00%-400-40.0%
241ONDAS HLDGS INC$14K0.00%+3,200NEW
242MNDYMONDAY COM LTD$14K0.00%+184+1150.0%
243MDBMONGODB INC$14K0.00%-1,438-96.3%
244ADBEADOBE INC$13K0.00%-581,370-100.0%
245MSTRMICROSTRATEGY INC$12K0.00%-1,748-94.7%
246PLTRPALANTIR TECHNOLOGIES INC$12K0.00%+13+18.8%
247INTCINTEL CORP$12K0.00%-57-17.5%
248FICOFAIR ISAAC CORP$12K0.00%+2+22.2%
249VRSKVERISK ANALYTICS INC$12K0.00%+21+52.5%
250TIGRUP FINTECH HLDG LTD$11K0.00%+600+50.0%
251ANETARISTA NETWORKS INC$11K0.00%-52-36.1%
252NTAPNETAPP INC$11K0.00%-24-18.2%
253APHAMPHENOL CORP NEW$11K0.00%-18-17.5%
254CIPHER MINING INC$11K0.00%HELD
255SPGIS&P GLOBAL INC$10K0.00%-5-17.2%
256PLTKPLAYTIKA HLDG CORP$10K0.00%+3,600NEW
257INVESCO QQQ TR$9K0.00%+355NEW
258BLKBBLACKBAUD INC$9K0.00%+750NEW
259CRMSALESFORCE INC$9K0.00%-11-18.3%
260PPURE STORAGE INC$9K0.00%+9+6.4%
261ARESARES MANAGEMENT CORPORATION$9K0.00%+80NEW
262ACNACCENTURE PLC IRELAND$9K0.00%-9-17.3%
263CGENCOMPUGEN LTD$9K0.00%-9,600-70.6%
264KIDZWCLASSOVER HLDGS INC$8K0.00%HELD
265DKNGDRAFTKINGS INC NEW$8K0.00%+369NEW
266INTUINTUIT$8K0.00%-4-18.2%
267RBLXROBLOX CORP$8K0.00%+106+392.6%
268INODINNODATA INC$7K0.00%+120NEW
269NOWSERVICENOW INC$7K0.00%-15-17.4%
270REEREE AUTOMOTIVE LTD$7K0.00%+12,002+12002.0%
271FDSFACTSET RESH SYS INC$7K0.00%+12+57.1%
272MELIMERCADOLIBRE INC$7K0.00%-43,522-100.0%
273CHWYCHEWY INC$7K0.00%+250NEW
274NVRNVR INC$7K0.00%HELD
275WIXWIX COM LTD$6K0.00%+35+97.2%
276LPSN 0 12/15/26LIVEPERSON INC$6K0.00%+52NEW
277RPDRAPID7 INC$6K0.00%+1,000NEW
278AVIS BUDGET GROUP$5K0.00%+500NEW
279DJTWWTRUMP MEDIA & TECHNOLOGY GRO$5K0.00%HELD
280IESCIES HLDGS INC$5K0.00%HELD
281ESTCELASTIC N V$5K0.00%+35+58.3%
282LAURLAUREATE EDUCATION INC$5K0.00%+131NEW
283CRUSCIRRUS LOGIC INC$4K0.00%-3-8.8%
284VRSNVERISIGN INC$4K0.00%+2+12.5%
285KFRCKFORCE INC$4K0.00%+15+11.0%
286EXELEXELIXIS INC$4K0.00%+9+9.7%
287GWWGRAINGER W W INC$4K0.00%HELD
288ROSTROSS STORES INC$4K0.00%+20NEW
289MRKMERCK & CO INC$4K0.00%+36NEW
290WDCWESTERN DIGITAL CORP$4K0.00%HELD
291MEDPMEDPACE HLDGS INC$4K0.00%+2+28.6%
292ANFABERCROMBIE & FITCH CO$4K0.00%+47NEW
293LOPEGRAND CANYON ED INC$4K0.00%-2-7.4%
294AAMIACADIAN ASSET MANAGEMENT INC$4K0.00%-13-14.3%
295BKNGBOOKING HOLDINGS INC$4K0.00%-130-99.2%
296AUPHAURINIA PHARMACEUTICALS INC$4K0.00%+9+3.3%
297DASHDOORDASH INC$4K0.00%+27+2700.0%
298CARGCARGURUS INC$4K0.00%+9+7.9%
299EVREVERCORE INC$4K0.00%+1+7.7%
300TTTRANE TECHNOLOGIES PLC$4K0.00%HELD
301MOALTRIA GROUP INC$4K0.00%-7-10.0%
302JNJJOHNSON & JOHNSON$4K0.00%+17NEW
303EXPDEXPEDITORS INTL WASH INC$4K0.00%+1+3.6%
304TJXTJX COS INC NEW$4K0.00%-1-3.7%
305AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$4K0.00%+14NEW
306PMPHILIP MORRIS INTL INC$4K0.00%+25NEW
307FASTFASTENAL CO$4K0.00%-10-10.1%
308RLRALPH LAUREN CORP$4K0.00%+12NEW
309GNTXGENTEX CORP$4K0.00%+186NEW
310ORLYOREILLY AUTOMOTIVE INC$4K0.00%+2+4.8%
311IRMDIRADIMED CORP$4K0.00%+42NEW
312GILDGILEAD SCIENCES INC$4K0.00%-4-12.1%
313YUMYUM BRANDS INC$4K0.00%-2-7.1%
314CORTCORCEPT THERAPEUTICS INC$4K0.00%-100-50.0%
315ATMUATMUS FILTRATION TECHNOLOGIE$4K0.00%+21NEW
316GOLFACUSHNET HLDGS CORP$4K0.00%-6-12.2%
317VRTXVERTEX PHARMACEUTICALS INC$4K0.00%+9NEW
318ZTSZOETIS INC$4K0.00%+1+3.0%
319WSMWILLIAMS SONOMA INC$4K0.00%-1-4.3%
320HALOHALOZYME THERAPEUTICS INC$4K0.00%-1-1.6%
321DDSDILLARDS INC$4K0.00%+1+16.7%
322SEICSEI INVTS CO$4K0.00%HELD
323MAMASTERCARD INCORPORATED$4K0.00%+1+14.3%
324VMIVALMONT INDS INC$4K0.00%+10NEW
325MLIMUELLER INDS INC$4K0.00%-1-2.7%
326MNSTMONSTER BEVERAGE CORP NEW$4K0.00%+55NEW
327AITAPPLIED INDL TECHNOLOGIES IN$4K0.00%-1-6.3%
328FERGFERGUSON ENTERPRISES INC$4K0.00%+1+6.3%
329TPRTAPESTRY INC$4K0.00%-9-24.3%
330UIUBIQUITI INC$4K0.00%-2-28.6%
331ROKROCKWELL AUTOMATION INC$4K0.00%+11NEW
332HDHOME DEPOT INC$4K0.00%+12NEW
333EPACENERPAC TOOL GROUP CORP$4K0.00%+108NEW
334IDXXIDEXX LABS INC$4K0.00%+1+16.7%
335VVISA INC$4K0.00%+1+8.3%
336TTCTORO CO$4K0.00%-16-27.6%
337ODFLOLD DOMINION FREIGHT LINE IN$4K0.00%+20NEW
338ITWILLINOIS TOOL WKS INC$4K0.00%-1-6.3%
339DECKDECKERS OUTDOOR CORP$4K0.00%+39NEW
340DCIDONALDSON INC$4K0.00%-1-2.1%
341PGPROCTER AND GAMBLE CO$4K0.00%-1-3.6%
342GGGGRACO INC$4K0.00%-3-6.1%
343MASMASCO CORP$4K0.00%+1+1.6%
344NSSCNAPCO SEC TECHNOLOGIES INC$4K0.00%-2-2.0%
345MANHMANHATTAN ASSOCIATES INC$4K0.00%+6+26.1%
346PHPARKER-HANNIFIN CORP$4K0.00%+68NEW
347GFFGRIFFON CORP$4K0.00%-2-3.6%
348SHWSHERWIN WILLIAMS CO$4K0.00%+12NEW
349ROLROLLINS INC$4K0.00%+4+5.9%
350CLCOLGATE PALMOLIVE CO$4K0.00%-7-13.5%
351CLXCLOROX CO DEL$4K0.00%+37NEW
352AOSSMITH A O CORP$4K0.00%-3-4.9%
353TPLTEXAS PACIFIC LAND CORPORATI$4K0.00%-5-38.5%
354HCAHCA HEALTHCARE INC$4K0.00%HELD
355SCCOSOUTHERN COPPER CORP$4K0.00%-8-26.7%
356MTDMETTLER TOLEDO INTERNATIONAL$4K0.00%HELD
357CHECHEMED CORP NEW$4K0.00%HELD
358LECOLINCOLN ELEC HLDGS INC$4K0.00%-2-11.8%
359LIILENNOX INTL INC$4K0.00%+8NEW
360LLYELI LILLY & CO$4K0.00%+4+0.0%
361LULULULULEMON ATHLETICA INC$4K0.00%+24NEW
362WDFCWD 40 CO$4K0.00%-3-14.3%
363CSLCARLISLE COS INC$4K0.00%+11NEW
364YETIYETI HLDGS INC$4K0.00%+100NEW
365GRABGRAB HOLDINGS LIMITED$4K0.00%+4NEW
366STXSEAGATE TECHNOLOGY HLDNGS PL$4K0.00%HELD
367BBWBUILD-A-BEAR WORKSHOP INC$3K0.00%+22+31.0%
368MRVLMARVELL TECHNOLOGY INC$3K0.00%+11+45.8%
369IBPINSTALLED BLDG PRODS INC$3K0.00%-2-13.3%
370SBSWSIBANYE STILLWATER LTD$3K0.00%+500NEW
371CTASCINTAS CORP$3K0.00%-2-9.1%
372MPWRMONOLITHIC PWR SYS INC$3K0.00%-4-57.1%
373EQIXEQUINIX INC$3K0.00%+14NEW
374ULTAULTA BEAUTY INC$3K0.00%-2-25.0%
375PERPETUA RESOURCES CORP$3K0.00%+25NEW
376MSIMOTOROLA SOLUTIONS INC$3K0.00%HELD
377PRIMPRIMORIS SVCS CORP$3K0.00%+826NEW
378DELLDELL TECHNOLOGIES INC$3K0.00%HELD
379KMDAKAMADA LTD$3K0.00%-122-25.8%
380DOXAMDOCS LTD$3K0.00%+10+31.3%
381MSCIMSCI INC$3K0.00%-7-58.3%
382BYNDBEYOND MEAT INC$3K0.00%+3,600NEW
383FTNTFORTINET INC$2K0.00%-9,495-99.7%
384TELTE CONNECTIVITY PLC$2K0.00%HELD
385TTDTHE TRADE DESK INC$2K0.00%-500-83.3%
386NXPINXP SEMICONDUCTORS N V$2K0.00%HELD
387TDCTERADATA CORP DEL$2K0.00%+19+29.2%
388ROPROPER TECHNOLOGIES INC$2K0.00%+1+20.0%
389FROGJFROG LTD$2K0.00%+11+32.4%
390GLBEGLOBAL E ONLINE LTD$2K0.00%+15+30.0%
391TTWOTAKE-TWO INTERACTIVE SOFTWAR$2K0.00%HELD
392CRWDCROWDSTRIKE HLDGS INC$2K0.00%HELD
393CDNSCADENCE DESIGN SYSTEM INC$2K0.00%HELD
394ADSKAUTODESK INC$2K0.00%-13-61.9%
395TBLATABOOLA.COM LTD$2K0.00%HELD
396CRMDCORMEDIX INC$2K0.00%+48NEW
397APPNAPPIAN CORP$2K0.00%+23+52.3%
398ISHARES BITCOIN TRUST ETF$2K0.00%+20NEW
399RDDTREDDIT INC$1K0.00%-90-89.1%
400WDAYWORKDAY INC$1K0.00%HELD
401CLBTCELLEBRITE DI LTD$1K0.00%+22+31.4%
402AIC3 AI INC$1K0.00%-50,747-99.7%
403TEAMATLASSIAN CORPORATION$1K0.00%HELD
404ARBEARBE ROBOTICS LTD$1K0.00%+317+21.2%
405GSBDGOLDMAN SACHS BDC INC$8880.00%-1,700-94.4%
406FULCFULCRUM THERAPEUTICS INC$7670.00%HELD
407SNTSENSTAR TECHNOLOGIES CORP$7580.00%-750-75.0%
408AIGAMERICAN INTL GROUP INC$7530.00%+10NEW
409OKLOOKLO INC$3860.00%+10NEW
410UNHUNITEDHEALTH GROUP INC$2710.00%-99-99.0%
411AMCAMC ENTMT HLDGS INC$2160.00%HELD
412KOHLS CORP$1890.00%HELD
413ENTEGRIS INC$1380.00%+46NEW
414UCTTULTRA CLEAN HLDGS INC$710.00%+10NEW
415OXYOCCIDENTAL PETE CORP$650.00%-499-99.8%
416VRTVERTIV HOLDINGS CO$450.00%+1NEW
417BKSYBLACKSKY TECHNOLOGY INC$250.00%-9-90.0%
418HPEHEWLETT PACKARD ENTERPRISE C$240.00%HELD
419CEVACEVA INC$190.00%HELD
420FIVNFIVE9 INC$150.00%-539-99.8%
421AEIS 2.5 09/15/28ADVANCED ENERGY INDS$130.00%+1NEW
422PERPETUA RESOURCES CORP$130.00%+125NEW
423PERIPERION NETWORK LTD$100.00%-75,635-100.0%
424WUWESTERN UN CO$90.00%HELD
425LPSNUSDLIVEPERSON INC$50.00%-517-99.6%
426CGBDCARLYLE SECURED LENDING INC$20.00%+1NEW
427GAUZGAUZY LTD$10.00%-4,399-100.0%
428HONHONEYWELL INTL INC-460,000EXITED
429MGICMAGIC SOFTWARE ENTERPRISES L-252,899EXITED
430ARM HOLDINGS PLC-4,950EXITED
431QBTSD-WAVE QUANTUM INC-38,500EXITED
432IONQIONQ INC-21,000EXITED
433JPMJPMORGAN CHASE & CO.-2,240EXITED
434ONONON HLDG AG-14,900EXITED
435RGTIRIGETTI COMPUTING INC-28,000EXITED
436ALARALARUM TECHNOLOGIES LTD-554,363EXITED
437ARANTERO RESOURCES CORP-10,589EXITED
438GTLBGITLAB INC-9,000EXITED
439GSGOLDMAN SACHS GROUP INC-364EXITED
440ONDSONDAS HLDGS INC-23,900EXITED
441NUENUCOR CORP-1,127EXITED
442NEBIUS GROUP N.V.-60EXITED
443CLSKWCLEANSPARK INC-100,000EXITED
444S3PSAPIENS INTL CORP N V-425EXITED
445HPQHP INC-750EXITED
4468QRCONFLUENT INC-193EXITED
447PEGAPEGASYSTEMS INC-75EXITED
448HWMHOWMET AEROSPACE INC-21EXITED
449AWIARMSTRONG WORLD INDS INC NEW-22EXITED
450CNSCOHEN & STEERS INC-66EXITED
451YELPYELP INC-136EXITED
452MCRIMONARCH CASINO & RESORT INC-43EXITED
453MCOMOODYS CORP-8EXITED
45462CPIPER SANDLER COMPANIES-12EXITED
455TROWPRICE T ROWE GROUP INC-39EXITED
456ITTITT INC-23EXITED
457APPFAPPFOLIO INC-17EXITED
458MOSAIC CO NEW-21EXITED
459CRVLCORVEL CORP-57EXITED
460RMDRESMED INC-16EXITED
461IDCCINTERDIGITAL INC-12EXITED
462DBXDROPBOX INC-137EXITED
463TSCOTRACTOR SUPPLY CO-76EXITED
464BKEBUCKLE INC-71EXITED
465BLBDBLUE BIRD CORP-80EXITED
466QLYSQUALYS INC-27EXITED
467NEUNEWMARKET CORP-5EXITED
468AZOAUTOZONE INC-1EXITED
469VLNVALENS SEMICONDUCTOR LTD-1,800EXITED
470DGXXDIGI PWR X INC-1,000EXITED
471EVGNEVOGENE LTD-750EXITED
472ISHARES BITCOIN TRUST ETF-11EXITED
473TOWER SEMICONDUCTOR LTD-18EXITED
474DEFI DEVELOPMENT CORP-40EXITED

Source: SEC EDGAR · accession 0001213900-26-058122. 13F discloses long positions only — shorts, foreign equities, and options are excluded.