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Institutional

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710
$77.09B
Reported AUM
2,150
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · BALYASNY ASSET MANAGEMENT L.P. · Q1 2026

AI · grounded in 13F

BALYASNY ASSET MANAGEMENT L.P. closed its position in XLF for a reduction of $1.24B. The fund also exited its position in IVV for $1.13B and closed its holding in Avidity Biosciences Inc for $435.7M. On the buy side, the fund established a new position in SELECT SECTOR SPDR TR worth $683.1M and increased its holdings in RTX by 6,384.95%.

Portfolio · Q1 2026

SPY$4.00BQQQ$2.74BIWM$2.02BMETA$1.71BAMZN$1.59BNVDA$1.45BAAPL$1.43BOther$48.75BBL

Top holdings· first 500 of 2150

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$4.00B5.18%+4,293,530+231.9%
2QQQINVESCO QQQ TR$2.74B3.55%+573,970+13.8%
3IWMISHARES TR$2.02B2.62%+1,486,168+22.4%
4METAMETA PLATFORMS INC$1.71B2.21%+1,194,881+66.8%
5AMZNAMAZON COM INC$1.59B2.07%-949,146-11.0%
6NVDANVIDIA CORPORATION$1.45B1.88%-1,069,300-11.4%
7AAPLAPPLE INC$1.43B1.85%+1,433,964+34.2%
8GOOGLALPHABET INC$837.0M1.09%-767,444-20.9%
9WBDWARNER BROS DISCOVERY INC$767.2M1.00%+15,406,940+122.9%
10RTXRTX CORPORATION$719.1M0.93%+3,670,455+6385.0%
11XLFISELECT SECTOR SPDR TR$683.2M0.89%+13,837,445NEW
12XLESELECT SECTOR SPDR TR$661.1M0.86%+1,492,189+16.0%
13LITE 0.5 06/15/28LUMENTUM HLDGS INC$547.4M0.71%+18,000,000+21.4%
14MSFTMICROSOFT CORP$523.4M0.68%-1,968,173-58.2%
15HYGISHARES TR$501.1M0.65%+5,363,117+573.5%
16GDXVANECK ETF TRUST$476.1M0.62%-399,157-7.1%
17TSLATESLA INC$464.3M0.60%-1,783,150-58.8%
18GLDSPDR GOLD TR$460.3M0.60%+1,034,054+2905.4%
19KVUEKENVUE INC$437.3M0.57%-1,256,547-4.7%
20TXNMTXNM ENERGY INC$417.0M0.54%+3,718,179+108.9%
21NSCNORFOLK SOUTHN CORP$389.4M0.51%-324,543-19.3%
22KRESPDR SERIES TRUST$382.4M0.50%-995,268-14.5%
23HO1HOLOGIC INC$357.0M0.46%+3,114,628+193.7%
24PFEPFIZER INC$352.6M0.46%+1,622,496+14.8%
25ROSTROSS STORES INC$346.1M0.45%-326-0.0%
26NFLXNETFLIX INC.$335.7M0.44%+902,200+34.8%
27TGTTARGET CORP$328.8M0.43%+2,366,279+683.1%
28COSTCOSTCO WHOLESALE CORPORATION$324.3M0.42%+168,246+107.0%
29STZCONSTELLATION BRANDS INC$323.1M0.42%+2,047,989+1934.7%
30CWANCLEARWATER ANALYTICS HLDGS I$320.9M0.42%+10,081,045+289.0%
31XOMEXXON MOBIL CORP$319.9M0.41%-702,233-27.1%
32CTRACOTERRA ENERGY INC$319.7M0.41%+8,847,766+3553.6%
33AMDADVANCED MICRO DEVICES INC$319.4M0.41%+785,705+100.2%
34LITE 0.5 12/15/26LUMENTUM HLDGS INC$315.3M0.41%-3,200,000-6.7%
35DISDISNEY WALT CO$315.0M0.41%+2,037,167+165.5%
36JCIJOHNSON CONTROLS INTERNATION$302.9M0.39%+503,681+27.8%
37AMATAPPLIED MATLS INC$298.4M0.39%-251,969-22.4%
38XLUISELECT SECTOR SPDR TR$297.8M0.39%+6,490,104NEW
39PHPARKER-HANNIFIN CORP$289.6M0.38%+21,045+7.0%
40CVXCHEVRON CORPORATION$284.6M0.37%-402,927-22.7%
41TMOTHERMO FISHER SCIENTIFIC INC$280.6M0.36%+529,469+1281.9%
42CCITIGROUP INC$272.8M0.35%+1,300,796+117.8%
43KKRKKR & CO INC$271.6M0.35%+2,381,796+429.3%
44ABNBAIRBNB INC$267.2M0.35%+1,510,505+249.4%
45ORLYOREILLY AUTOMOTIVE INC$260.1M0.34%+1,031,658+57.8%
46SLABSILICON LABORATORIES INC$256.8M0.33%+1,233,893NEW
47ODFLOLD DOMINION FREIGHT LINE IN$254.7M0.33%+1,297,743+23399.6%
48PENPENUMBRA INC$250.2M0.32%+600,185+370.7%
49TSMTAIWAN SEMICONDUCTOR MANUFAC$248.8M0.32%-982,612-57.2%
50BRK/BBERKSHIRE HATHAWAY INC DEL$235.5M0.31%-9,449-1.9%
51GSGOLDMAN SACHS GROUP INC$234.3M0.30%+175,319+172.4%
52ETSYETSY INC$233.5M0.30%+2,466,973+111.9%
53MRKMERCK & CO INC$233.2M0.30%-496,952-20.4%
54GOOGALPHABET INC$232.2M0.30%-174,354-17.7%
55BABOEING CO$222.7M0.29%-275,495-19.8%
56PGRPROGRESSIVE CORP$218.5M0.28%+1,077,419+4324.9%
57VVISA INC$216.1M0.28%+72,672+11.3%
58BLKBLACKROCK INC$213.9M0.28%+181,269+440.7%
59KOCOCA COLA CO$213.4M0.28%+1,802,618+179.6%
60CRHCRH PLC$213.4M0.28%+1,251,907+161.0%
61APDAIR PRODUCTS AND CHEMICALS I$210.6M0.27%+561,451+343.1%
62GTLSCHART INDS INC$210.3M0.27%+393,038+62.9%
63NVTNVENT ELEC PLC$210.0M0.27%+363,363+25.7%
64BACBANK AMERICA CORP$207.2M0.27%-2,329,789-35.4%
65430TERNS PHARMACEUTICALS INC$204.9M0.27%+2,995,542+335.9%
66MELIMERCADOLIBRE INC$203.4M0.26%+70,608+150.2%
67MDLZMONDELEZ INTL INC$202.0M0.26%+3,480,137+14555.2%
68AVGOBROADCOM INC$199.6M0.26%-1,016,922-61.2%
69KWEBKRANESHARES TRUST$198.7M0.26%+2,873,657+69.8%
70UALUNITED AIRLS HLDGS INC$196.9M0.26%+1,882,212+732.8%
71DDOMINION ENERGY INC$195.9M0.25%+1,822,978+135.5%
72SDASEALED AIR CORP NEW$195.4M0.25%+1,754,984+60.7%
73FIVEFIVE BELOW INC$193.8M0.25%-21,637-2.5%
74CATCATERPILLAR INC$190.6M0.25%-25,129-8.5%
75ROKROCKWELL AUTOMATION INC$190.5M0.25%-29,868-5.3%
76ARMARM HOLDINGS PLC$189.4M0.25%+743,949+146.5%
77UNHUNITEDHEALTH GROUP INC$188.9M0.25%-205,029-22.7%
78LMTLOCKHEED MARTIN CORP$185.4M0.24%+292,560+2061.9%
79SPOTSPOTIFY TECHNOLOGY S A$181.6M0.24%+21,594+6.1%
80TTWOTAKE-TWO INTERACTIVE SOFTWAR$181.5M0.24%-284,829-23.7%
81CRWDCROWDSTRIKE HLDGS INC$178.0M0.23%-127,786-21.9%
82DDOGDATADOG INC$178.0M0.23%+1,264,506+520.5%
83SRESEMPRA$175.8M0.23%+1,015,309+128.0%
84WDCWESTERN DIGITAL CORP$174.6M0.23%+353,603+121.2%
85MUMICRON TECHNOLOGY INC$169.8M0.22%-620,373-55.2%
86OXYOCCIDENTAL PETE CORP$168.6M0.22%-24,308-0.9%
87HONHONEYWELL INTL INC$168.4M0.22%+67,908+10.0%
88HDHOME DEPOT INC$166.8M0.22%+361,332+247.7%
89XBISPDR SERIES TRUST$166.7M0.22%-992,791-43.2%
90SLVISHARES SILVER TR$166.7M0.22%-1,847,770-43.0%
91MAMASTERCARD INCORPORATED$164.1M0.21%+143,462+77.6%
92EAELECTRONIC ARTS INC$163.9M0.21%-1,650,097-67.2%
93AMEAMETEK INC$163.6M0.21%-307,140-28.7%
94MSMORGAN STANLEY$161.7M0.21%-1,370,014-58.2%
95AESAES CORP$157.6M0.20%+10,952,733+4749.1%
96STXSEAGATE TECHNOLOGY HLDNGS PL$156.5M0.20%+385,004+2649.4%
97WMTWALMART INC$156.1M0.20%+783,514+165.8%
98JNJJOHNSON & JOHNSON$155.5M0.20%-48,131-7.0%
99IEXIDEX CORP$154.7M0.20%+95,995+13.3%
100KBESPDR SERIES TRUST$153.0M0.20%+2,340,389+1025.2%
101TKRTIMKEN CO$152.8M0.20%+784,372+106.7%
102MASIMASIMO CORP$152.3M0.20%+856,086NEW
103AIGAMERICAN INTL GROUP INC$152.0M0.20%-181,263-8.2%
104WBSWEBSTER FINL CORP$150.6M0.20%+1,683,690+346.6%
105SHAKSHAKE SHACK INC$150.2M0.19%+1,428,981+531.5%
106RCLROYAL CARIBBEAN GROUP$150.0M0.19%+509,583+1427.6%
107GEVGE VERNOVA INC$149.9M0.19%+27,153+18.8%
108LRCXLAM RESEARCH CORP$149.2M0.19%-44,535-6.0%
109SHWSHERWIN WILLIAMS CO$148.5M0.19%-198,858-30.0%
110CFGCITIZENS FINL GROUP INC$147.5M0.19%+1,007,388+69.4%
111HWMHOWMET AEROSPACE INC$147.1M0.19%+378,539+145.8%
112SCHWSCHWAB CHARLES CORP$144.7M0.19%-2,082,798-57.5%
113TTTRANE TECHNOLOGIES PLC$141.4M0.18%+278,578+458.5%
114TWLOTWILIO INC$139.1M0.18%+37,560+3.5%
115PLTRPALANTIR TECHNOLOGIES INC$139.1M0.18%+557,553+141.8%
116MSIMOTOROLA SOLUTIONS INC$139.1M0.18%-254,739-44.3%
117BKRBAKER HUGHES COMPANY$138.1M0.18%+2,102,625+1318.8%
118ASMLASML HLDG NV$137.2M0.18%+52,110+100.6%
119CMECME GROUP INC$137.2M0.18%+398,521+602.9%
120WWAYFAIR INC$137.0M0.18%-298,784-14.1%
121VSTVISTRA CORP$135.2M0.18%+705,378+363.7%
122ASAMER SPORTS INC$135.0M0.18%+2,651,799+182.9%
123BILL 0 04/01/30BILL HOLDINGS INC$134.5M0.17%+31,000,000+25.8%
124KEYKEYCORP$134.4M0.17%+6,526,316+3717.8%
125KEYSKEYSIGHT TECHNOLOGIES INC$133.5M0.17%-198,861-29.6%
126TMUST-MOBILE US INC$131.2M0.17%+520,569+499.6%
127BABAALIBABA GROUP HLDG LTD$131.0M0.17%+2,019+0.2%
128FERGFERGUSON ENTERPRISES INC$127.6M0.17%+274,783+100.9%
129ACLSAXCELIS TECHNOLOGIES INC$127.0M0.16%+1,121,037+460.4%
130MCHPMICROCHIP TECHNOLOGY INC.$126.4M0.16%+1,948,747+23343.9%
131CIENCIENA CORP$125.6M0.16%-116,667-26.5%
132VISNVISTANCE NETWORKS INC$124.8M0.16%+5,939,630+649.2%
133WTRGESSENTIAL UTILS INC$124.4M0.16%+2,970,868+2522.9%
134ATIATI INC$123.9M0.16%+461,678+118.4%
135JBHTHUNT J B TRANS SVCS INC$123.3M0.16%+263,216+82.6%
136MODMODINE MFG CO$122.7M0.16%+109,631+24.0%
137ICEINTERCONTINENTAL EXCHANGE IN$122.2M0.16%-399,395-33.9%
138ORCL 6.5 01/15/29 DORACLE CORP$121.5M0.16%+2,700,000NEW
139BURLBURLINGTON STORES INC$121.3M0.16%+24,652+7.1%
140CHHCHOICE HOTELS INTL INC$121.3M0.16%+1,114,140+1939.4%
141RIVNRIVIAN AUTOMOTIVE INC$121.1M0.16%-2,670,854-24.9%
142PCGPG&E CORP$120.2M0.16%-116,667-1.7%
143BAHBOOZ ALLEN HAMILTON HLDG COR$119.8M0.16%+909,202+145.3%
144BIIBBIOGEN INC$119.2M0.15%-50,707-7.2%
145WHWYNDHAM HOTELS & RESORTS INC$116.0M0.15%+1,023,263+253.0%
146INVHINVITATION HOMES INC$115.8M0.15%+4,452,812+2134.2%
147PANWPALO ALTO NETWORKS INC$115.8M0.15%+426,278+144.1%
148PNRPENTAIR PLC$113.7M0.15%+616,610+89.6%
149SJMSMUCKER J M CO$112.5M0.15%-416,753-26.3%
150UNMUNUM GROUP$112.2M0.15%+835,576+119.2%
151FCXFREEPORT MCMORAN INC$111.6M0.14%-2,537,793-57.2%
152FDXFEDEX CORP$111.2M0.14%-502,904-61.7%
153TOLTOLL BROTHERS INC$110.5M0.14%+135,115+20.0%
154EVREVERCORE INC$110.2M0.14%+322,934+700.4%
155RRXREGAL REXNORD CORPORATION$110.2M0.14%+549,145+1403.5%
156NUENUCOR CORP$109.6M0.14%+16,081+2.5%
157CVSCVS HEALTH CORP$106.8M0.14%+353,966+31.2%
158MSTR 0 03/01/30STRATEGY INC$105.3M0.14%+120,744,000NEW
159VOYAVOYA FINANCIAL INC$105.0M0.14%+332,625+27.6%
160COHRCOHERENT CORP$104.5M0.14%-367,402-45.6%
161MARMARRIOTT INTL INC NEW$102.7M0.13%+218,438+228.5%
162GLPIGAMING & LEISURE P$102.6M0.13%-556,338-19.4%
163SYYSYSCO CORP$102.3M0.13%+876,215+157.2%
164ABTABBOTT LABORATORIES$101.4M0.13%+401,394+68.5%
165ORCLORACLE CORP$101.0M0.13%+193,644+39.3%
166BILLBILL HOLDINGS INC$99.4M0.13%+342,430+15.2%
167ALSNALLISON TRANSMISSION HLDGS I$99.3M0.13%+296,595+53.8%
168AFGAMERICAN FINANCIAL GROUP INC$99.0M0.13%+24,152+3.2%
169JBLJABIL INC$98.7M0.13%+228,948+160.6%
170WTWWILLIS TOWERS WATSON PLC LTD$98.3M0.13%-94,752-21.9%
171INTUINTUIT$98.0M0.13%+197,067+666.6%
172XELXCEL ENERGY INC$96.9M0.13%+225,609+22.7%
173YUMYUM BRANDS INC$96.4M0.13%+477,100+333.6%
174EGEVEREST GROUP LTD$94.8M0.12%-208,785-41.9%
175MKCMCCORMICK & CO INC$94.6M0.12%+866,493+85.8%
176WELLWELLTOWER INC$94.1M0.12%+315,998+197.8%
177PPLPPL CORP$93.9M0.12%+2,146,978+690.2%
178ADIANALOG DEVICES INC$93.7M0.12%+69,925+31.1%
179EXPEEXPEDIA GROUP INC$93.6M0.12%-157,522-28.0%
180MKSIMKS INC.$93.6M0.12%-104,225-20.4%
181LYVLIVE NATION ENTERTAINMENT IN$93.5M0.12%+602,055+5345.4%
182UDRUDR INC$93.4M0.12%-174,717-5.9%
183UBERUBER TECHNOLOGIES INC$92.3M0.12%-459,840-26.4%
184SNOWSNOWFLAKE INC$92.1M0.12%-240,226-28.2%
185MCDMCDONALDS CORP$91.8M0.12%-118,562-28.6%
186CELHCELSIUS HLDGS INC$91.6M0.12%+467,906+22.1%
187BUDANHEUSER BUSCH INBEV SA NV$91.1M0.12%+682,393+108.2%
188SATSECHOSTAR CORP$90.8M0.12%-308,903-28.5%
189XLVSELECT SECTOR SPDR TR$89.9M0.12%-303,344-33.1%
190BBARRICK MNG CORP$89.9M0.12%+1,436,038+187.2%
191COFCAPITAL ONE FINL CORP$88.2M0.11%+343,893+246.0%
192TEXTEREX CORP NEW$87.4M0.11%+1,114,601+305.9%
193TELTE CONNECTIVITY PLC$87.2M0.11%-143,762-25.6%
194BSXBOSTON SCIENTIFIC CORP$86.6M0.11%-1,241,816-47.4%
195HBANHUNTINGTON BANCSHARES INC$85.9M0.11%+4,741,641+632.7%
196XPOXPO INC$85.8M0.11%+393,516+828.5%
197COPCONOCOPHILLIPS$85.4M0.11%-754,070-53.8%
198FXIISHARES TR$84.8M0.11%+712,003+43.1%
199FRPTFRESHPET INC$84.8M0.11%+506,204+54.3%
200UNFUNIFIRST CORP MASS$84.4M0.11%+271,514+425.2%
201TSNTYSON FOODS INC$84.1M0.11%-229,906-14.9%
202KMIKINDER MORGAN INC DEL$83.9M0.11%+2,471,891+8408.1%
203ERASERASCA INC$83.2M0.11%+5,045,912+5145.1%
204JPMJPMORGAN CHASE & CO$82.1M0.11%-689,982-71.2%
205ZIONZIONS BANCORPORATION NATL AS$82.0M0.11%+276,955+24.1%
206AERAERCAP HOLDINGS NV$81.8M0.11%+326,712+121.1%
207AEEAMEREN CORP$81.8M0.11%+708,696+1987.3%
208PNWPINNACLE WEST CAP CORP$81.5M0.11%+42,155+5.5%
209TDOC 1.25 06/01/27TELADOC HEALTH INC$81.4M0.11%+37,400,000+78.6%
210XLPSELECT SECTOR SPDR TR$80.9M0.10%+360,799+57.6%
211HEIHEICO CORP NEW$80.8M0.10%-63,095-17.6%
212TNGXTANGO THERAPEUTICS INC$80.1M0.10%-1,451,921-27.5%
213FANGDIAMONDBACK ENERGY INC$79.9M0.10%+226,670+127.7%
214EEMISHARES TR$79.7M0.10%-717,049-33.8%
215EPRTESSENTIAL PPTYS RLTY TR INC$78.0M0.10%-135,412-5.0%
216ELVELEVANCE HEALTH INC FORMERLY$77.8M0.10%+199,492+301.5%
217GFLGFL ENVIRONMENTAL INC$77.1M0.10%+725,090+64.5%
218APLSUSDAPELLIS PHARMACEUTICALS INC$77.1M0.10%+1,732,368+935.7%
219AXPAMERICAN EXPRESS CO$77.1M0.10%-14,678-5.4%
220NETCLOUDFLARE INC$77.1M0.10%+96,839+35.0%
221BMRNBIOMARIN PHARMACEUTICAL INC$77.0M0.10%+1,353,652+14875.3%
222BROSDUTCH BROS INC$76.9M0.10%-1,038,618-40.6%
223MDYSTATE STR SPDR S&P MIDCAP 40$76.7M0.10%+33,554+37.0%
224IBITISHARES BITCOIN TRUST ETF$76.0M0.10%+120,227+6.5%
225AAGILENT TECHNOLOGIES INC$75.6M0.10%-749,592-53.1%
226LHXL3HARRIS TECHNOLOGIES INC$75.5M0.10%-543,641-71.3%
227AMTAMERICAN TOWER CORP$75.1M0.10%+147,750+51.4%
228NKENIKE INC$75.0M0.10%+902,450+174.3%
229LNCLINCOLN NATL CORP IND$74.0M0.10%+54,097+2.7%
230CNKCINEMARK HLDGS INC$73.7M0.10%+2,585,341NEW
231LSTRLANDSTAR SYS INC$73.7M0.10%+459,608NEW
232LITELUMENTUM HLDGS INC$73.5M0.10%-85,139-44.9%
233GMGENERAL MTRS CO$73.3M0.10%+235,065+31.4%
234VLOVALERO ENERGY CORP$73.2M0.09%+242,089+446.8%
235AONAON PLC$72.4M0.09%-162,692-42.0%
236CYTKCYTOKINETICS INC$72.4M0.09%+739,645+206.3%
237TJXTJX COS INC NEW$72.3M0.09%-65,087-12.6%
238POOLPOOL CORP$72.2M0.09%+356,743NEW
239PHMPULTE GROUP INC$72.2M0.09%+610,753+20937.7%
240EXEEXPAND ENERGY CORPORATION$72.0M0.09%+160,824+32.5%
241STMSTMICROELECTRONICS N V$71.8M0.09%+2,077,835NEW
242XOPSPDR SERIES TRUST$71.0M0.09%-95,100-19.6%
243BPBP PLC$70.9M0.09%-372,920-19.8%
244JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$69.9M0.09%-25,000,000-30.3%
245HQYHEALTHEQUITY INC$69.8M0.09%+553,441+196.5%
246RACEFERRARI N V$69.7M0.09%+207,983NEW
247ISRGINTUITIVE SURGICAL INC$69.4M0.09%-379,408-71.6%
248FLEXFLEXTRONICS INTL LTD$69.2M0.09%+418,044+65.3%
249ALAIR LEASE CORP$69.1M0.09%+1,064,604NEW
250ONONON HLDG AG$69.0M0.09%-14,853-0.7%
251DARDARLING INGREDIENTS INC$68.9M0.09%+291,580+35.4%
252GLBEGLOBAL E ONLINE LTD$68.3M0.09%+789,963+55.4%
253STEPSTEPSTONE GROUP INC$68.0M0.09%+808,652+131.0%
254MSTR 0.625 09/15/28STRATEGY INC$68.0M0.09%+8,244,000+15.4%
255SMHVANECK ETF TRUST$67.5M0.09%-2,156,042-92.4%
256CRWVCOREWEAVE INC$67.0M0.09%+799,328+1222.2%
257BBWIBATH & BODY WORKS INC$67.0M0.09%+859,435+31.5%
258PLDPROLOGIS INC.$65.8M0.09%+477,406+2334.8%
259SKYTSKYWATER TECHNOLOGY INC$65.8M0.09%+2,379,018+11866.0%
260AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$65.6M0.09%-7,000,000-11.0%
261OUTOUTFRONT MEDIA INC$65.6M0.09%+164,558+7.1%
262OKTAOKTA INC$65.5M0.08%-553,833-40.0%
263CFCF INDUSTRIES HOLD$65.2M0.08%+498,095+11236.1%
264HLNEHAMILTON LANE INC$65.1M0.08%-101,569-13.4%
265SBUXSTARBUCKS CORP$64.7M0.08%+537,280+290.4%
266DOWDOW HLDGS INC$64.2M0.08%+1,349,507+702.9%
267EQIXEQUINIX INC$64.1M0.08%-220,937-77.2%
268EBAYEBAY INC.$63.8M0.08%-3,405,143-82.9%
269DKSDICKS SPORTING GOODS INC$63.6M0.08%+279,951+687.3%
270TAT&T INC$62.9M0.08%+1,883,995+662.0%
271RPMRPM INTL INC$62.6M0.08%+349,638+124.6%
272SPGIS&P GLOBAL INC$62.4M0.08%-37,910-20.5%
273GRABGRAB HOLDINGS LIMITED$62.3M0.08%+9,363,131+122.4%
274LYBLYONDELLBASELL INDUSTRIES NV$62.2M0.08%+772,123NEW
275FASTFASTENAL CO$62.2M0.08%+1,314,097+5117.0%
276AVBAVALONBAY CMNTYS INC$61.9M0.08%+253,188+201.3%
277CBRECBRE GROUP INC$61.8M0.08%+234,863+106.1%
278CCL1EURCARNIVAL CORP$61.5M0.08%-2,934,162-55.2%
279TOSTTOAST INC$60.6M0.08%-1,909,230-45.5%
280CSGS 3.875 09/15/28CSG SYS INTL INC$60.5M0.08%+49,679,000NEW
281MTDMETTLER TOLEDO INTERNATIONAL$60.5M0.08%+47,630+14978.0%
282PEPPEPSICO INC$60.4M0.08%-889,003-69.6%
283NWENORTHWESTERN ENERGY GROUP IN$60.0M0.08%-95,326-9.5%
284QCOMQUALCOMM INC$59.9M0.08%-120,073-20.5%
285GFSGLOBALFOUNDRIES INC$59.7M0.08%+422,899+46.0%
286BIDUBAIDU INC$58.8M0.08%+126,958+31.6%
287AFRMAFFIRM HLDGS INC$58.3M0.08%+835,318+191.1%
288CHDCHURCH & DWIGHT CO INC$58.1M0.08%+619,426+17235.0%
289RIGTRANSOCEAN LTD$58.1M0.08%+8,760,772NEW
290BWABORGWARNER INC$57.6M0.07%+1,061,787NEW
291FHNFIRST HORIZON CORPORATION$57.6M0.07%+426,154+20.3%
292PKGPACKAGING CORP AMER$57.4M0.07%-712,929-72.5%
293VNETVNET GROUP INC$57.0M0.07%+2,740,121+67.6%
294NXSTNEXSTAR MEDIA GROUP INC$56.7M0.07%+313,775NEW
295CAVACAVA GROUP INC$56.4M0.07%-761,293-52.2%
296TWOTWO HARBORS INVENTMENT CORPO$56.3M0.07%+2,754,851+126.7%
297DAWNGBXDAY ONE BIOPHARMACEUTICALS I$56.3M0.07%+1,135,311+76.2%
298EDCONSOLIDATED EDISON INC$56.1M0.07%-400,147-44.7%
299QQNITY ELECTRONICS INC$55.8M0.07%+292,000+152.5%
300AM6AMICUS THERAPEUTIC$55.3M0.07%-1,356,414-26.2%
301WMT2WELLS FARGO & CO$55.2M0.07%-819,308-54.2%
302AHRAMERICAN HEALTHCARE REIT INC$55.1M0.07%-985,000-45.7%
303ACLXGBXARCELLX INC$55.1M0.07%+479,763NEW
304CHDNCHURCHILL DOWNS INC$54.8M0.07%-410,549-40.2%
305DBX 0 03/01/28DROPBOX INC$54.6M0.07%+36,000,000+167.4%
306TPGTPG INC$54.5M0.07%+1,163,430+635.6%
307MCKMCKESSON CORP$54.0M0.07%+59,491+2042.3%
308W 3.5 11/15/28WAYFAIR INC$53.8M0.07%-10,345,000-25.2%
309VVVVALVOLINE INC$53.5M0.07%+548,290+52.7%
310SUISUN CMNTYS INC$53.1M0.07%-345,262-45.0%
311LLYELI LILLY & CO$53.1M0.07%-104,373-64.4%
312SEDGSOLAREDGE TECHNOLOGIES INC$53.1M0.07%+988,294+1911.4%
313CCICROWN CASTLE INC$53.1M0.07%+636,794+4055.8%
314IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$52.9M0.07%+5,000,000+16.7%
315T86TRI POINTE HOMES INC$52.5M0.07%+1,123,680NEW
316CYTK 3.5 07/01/27CYTOKINETICS INC$52.1M0.07%HELD
317CNICANADIAN NATL RY CO$52.0M0.07%-637,427-55.8%
318PCG 4.25 12/01/27PG&E CORP$51.9M0.07%+50,000,000NEW
319EXREXTRA SPACE STORAGE INC$51.8M0.07%+344,385+675.5%
320DOVDOVER CORP$51.8M0.07%-25,200-9.2%
321AJGGALLAGHER ARTHUR J & CO$51.8M0.07%+227,617+2001.9%
322AEIS 2.5 09/15/28ADVANCED ENERGY INDS$51.7M0.07%+21,500,000NEW
323MATXMATSON INC$51.7M0.07%+109,147+53.0%
324EWZISHARES INC$51.5M0.07%+701,217+109.5%
325FLGFLAGSTAR BANK NATIONAL ASSOC$51.3M0.07%+2,529,436+185.1%
326GLWCORNING INC$51.2M0.07%+346,279+1152.3%
327BKLNINVESCO EXCH TRADED FD TR II$51.0M0.07%+2,500,000NEW
328JKHYHENRY JACK & ASSOC INC$50.9M0.07%-234,736-42.1%
329VREVERIS RESIDENTIAL INC$50.6M0.07%+2,077,098+344.7%
330CZRCAESARS ENTERTAINMENT INC NE$50.5M0.07%+1,901,328+17129.1%
331BGBUNGE GLOBAL SA$50.4M0.07%-134,740-25.4%
332EWYISHARES INC$50.3M0.07%+246,618+151.9%
333MIRMMIRUM PHARMACEUTICALS INC$49.8M0.06%+253,161+88.6%
334AXTAAXALTA COATING SYS LTD$49.7M0.06%+662,730+58.7%
335TECKTECK RESOURCES LTD$49.4M0.06%+954,748NEW
336LSCCLATTICE SEMICONDUCTOR CORP$49.4M0.06%-321,394-37.6%
337SWXSOUTHWEST GAS HLDGS INC$49.2M0.06%+565,916NEW
338EPREPR PPTYS$48.7M0.06%+843,379+640.5%
339OCOWENS CORNING NEW$48.7M0.06%+449,745NEW
340CECELANESE CORP DEL$48.6M0.06%+561,473+317.3%
341APTVAPTIV PLC$48.1M0.06%+245,362+54.9%
342TFXTELEFLEX INCORPORATED$48.0M0.06%+313,725+357.8%
343MDBMONGODB INC$47.9M0.06%-184,621-48.5%
344BCEBCE INC$47.7M0.06%+1,096,285+138.3%
345ESTCELASTIC N V$47.4M0.06%+753,654+387.0%
346STELSTELLAR BANCORP INC$47.4M0.06%+1,224,367+1754.0%
347HALHALLIBURTON CO$47.3M0.06%-1,486,654-55.1%
348RKTROCKET COS INC$47.2M0.06%-4,695,699-58.6%
349VIRTVIRTU FINL INC$47.1M0.06%+1,013,064+1776.2%
350CTSHCOGNIZANT TECHNOLOGY SOLUTIO$47.0M0.06%+640,236+506.3%
351NVONOVO-NORDISK A S$46.8M0.06%+631,437+98.3%
352HSYHERSHEY CO$46.8M0.06%-1,053,828-82.4%
353TERTERADYNE INC$46.7M0.06%+32,476+26.0%
354TALKTALKSPACE INC$45.9M0.06%+8,866,727NEW
355LOWLOWES COS INC$45.9M0.06%-247,098-56.0%
356LRN 1.125 09/01/27STRIDE INC$45.8M0.06%+5,000,000+23.3%
357AZOAUTOZONE INC$45.5M0.06%+12,610+1446.1%
358VRDNVIRIDIAN THERAPEUTICS INC$45.3M0.06%+1,812,089+359.6%
359ONBOLD NATL BANCORP IND$44.8M0.06%+284,279+16.3%
360RYNRAYONIER INC$44.6M0.06%+2,164,890NEW
361COINCOINBASE GLOBAL INC$44.5M0.06%+19,418+8.3%
362KNTKKINETIK HOLDINGS INC$44.2M0.06%+863,333+1743.0%
363DINOHF SINCLAIR CORP$43.8M0.06%+673,729+2314.7%
364U 0 11/15/26UNITY SOFTWARE INC$43.8M0.06%+30,000,000+200.0%
365SUSUNCOR ENERGY INC NEW$43.4M0.06%-36,519-5.3%
366DIASTATE STR SPDR DOW JONES IND$43.2M0.06%+38,307+69.6%
367WLKWESTLAKE CORPORATION$43.2M0.06%+369,672NEW
368CNRCORE NATURAL RESOURCES INC$43.0M0.06%-44,526-9.8%
369REXRREXFORD INDL RLTY INC$42.8M0.06%+1,307,136NEW
370VALVALARIS LTD$42.7M0.06%+435,069NEW
371MRVLMARVELL TECHNOLOGY INC$42.4M0.06%-161,156-27.3%
372ONTOONTO INNOVATION INC$42.2M0.05%-12,981-5.9%
373JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$42.2M0.05%+2,700,000+6.6%
374RITMRITHM CAPITAL CORP$42.0M0.05%+2,148,891+94.4%
375BRKRBRUKER CORP$41.9M0.05%+1,159,040NEW
376BALLBALL CORP$41.5M0.05%+654,243+1347.7%
377MTZMASTEC INC$41.4M0.05%-2,303-1.8%
378INTCINTEL CORP$41.3M0.05%-378,200-28.8%
379STLASTELLANTIS N.V$41.0M0.05%+3,747,809+180.2%
380LUVSOUTHWEST AIRLS CO$41.0M0.05%+211,143+24.0%
381LNTHLANTHEUS HLDGS INC$40.9M0.05%+398,601+283.1%
382TPRTAPESTRY INC$40.4M0.05%+282,888+9235.7%
383PDDPDD HOLDINGS INC$40.3M0.05%-1,399,424-78.0%
384SNYSANOFI SA$40.2M0.05%+833,780NEW
385STLDSTEEL DYNAMICS INC$40.0M0.05%+219,915+9314.5%
386PGPROCTER & GAMBLE CO$40.0M0.05%-1,662,911-85.7%
387U 0 03/15/30UNITY SOFTWARE INC$40.0M0.05%+40,000,000NEW
388DNTHDIANTHUS THERAPEUTICS INC$39.8M0.05%+474,085NEW
389ELLAUDER ESTEE COS INC$39.7M0.05%+306,073+123.9%
390AAOIAPPLIED OPTOELECTRONICS INC$39.7M0.05%+277,506+145.0%
391DASHDOORDASH INC$39.5M0.05%+223,122+562.1%
392SRADSPORTRADAR GROUP AG$39.5M0.05%+2,334,749+10510.7%
393FPSFORGENT POWER SOLUTIONS INC$39.3M0.05%+1,342,800NEW
394BEBLOOM ENERGY CORP$39.0M0.05%-357,062-55.4%
395SAIASAIA INC$38.9M0.05%-81,303-42.3%
396AMGNAMGEN INC$38.9M0.05%-77,888-41.3%
397VRSNVERISIGN INC$38.5M0.05%-132,285-46.0%
398ZBHZIMMER BIOMET HOLDINGS INC$38.4M0.05%+421,291+12816.9%
399ASBASSOCIATED BANC-CORP$38.3M0.05%+1,452,907+4929.5%
400TYLTYLER TECHNOLOGIES INC$38.2M0.05%+48,071+75.7%
401FOXAFOX CORP$38.2M0.05%+511,619+359.3%
402CRICARTERS INC$38.2M0.05%+652,872+157.4%
403INSMINSMED INC$38.0M0.05%-159,654-40.7%
404RHPRYMAN HOSPITALITY PPTYS INC$37.8M0.05%-238,581-36.8%
405LARCN 1.75 01/15/27LITHIUM ARGENTINA AG$37.8M0.05%+39,126,000NEW
406AMPAMERIPRISE FINL INC$37.7M0.05%-159,144-65.2%
407WCNWASTE CONNECTIONS INC$37.7M0.05%-237,226-50.6%
408DHRDANAHER CORP DEL$37.7M0.05%-699,132-77.9%
409MUSAMURPHY USA INC$37.6M0.05%+34,083+81.1%
410DMRADAMORA THERAPEUTICS INC$37.5M0.05%+1,448,000NEW
411BENFRANKLIN RESOURCES INC$37.5M0.05%+820,079+106.8%
412EHABUSDENHABIT INC$37.3M0.05%+2,645,992NEW
413CMSCMS ENERGY CORP$37.1M0.05%+472,479+7821.2%
414APGEAPOGEE THERAPEUTICS INC$36.9M0.05%+438,654NEW
415BKNGBOOKING HOLDINGS INC$36.9M0.05%+52+0.6%
416RSPINVESCO EXCHANGE TRADED FD T$36.9M0.05%+100,957+110.7%
417PENNPENN ENTERTAINMENT INC$36.6M0.05%+2,423,392+17434.5%
418DEDEERE & CO$36.6M0.05%+44,350+214.6%
419CVECENOVUS ENERGY INC$36.6M0.05%-191,489-12.2%
420WECWEC ENERGY GROUP INC$36.5M0.05%+73,730+30.5%
421CNMCORE & MAIN INC$36.5M0.05%+588,012+390.2%
422CHWYCHEWY INC$36.5M0.05%-388,333-22.3%
423FFORD MTR CO$36.4M0.05%-4,488,642-58.7%
424FLNC 2.25 06/15/30FLUENCE ENERGY INC$36.4M0.05%+12,000,000+50.0%
425BMYBRISTOL-MYERS SQUIBB CO$36.2M0.05%-923,647-60.7%
426FLRFLUOR CORP$36.1M0.05%+195,296+33.7%
427AXGNAXOGEN INC$36.0M0.05%+239,612+28.3%
428CRSCARPENTER TECHNOLOGY CORP$36.0M0.05%-145,003-61.4%
429MWAMUELLER WTR PRODS INC$36.0M0.05%+655,940+100.5%
430NDAQNASDAQ INC$35.7M0.05%+157,748+60.1%
431TMTOYOTA MOTOR CORP$35.6M0.05%-39,008-18.4%
432DXCMDEXCOM INC$35.6M0.05%-485,934-46.2%
433PLNTPLANET FITNESS MASTER ISSUER$35.5M0.05%-130,523-21.5%
434WEXWEX INC$35.5M0.05%+231,924NEW
435LI 0.25 05/01/28LI AUTO INC$35.5M0.05%+35,500,000NEW
436FWONKLIBERTY MEDIA CORP DEL$35.2M0.05%-196,790-32.2%
437IRENIREN LIMITED$35.1M0.05%-926,781-47.5%
438COLBCOLUMBIA BKG SYS INC$35.1M0.05%-2,508,894-66.2%
439RLRALPH LAUREN CORP$34.9M0.05%-100,821-49.8%
440AGXARGAN INC$34.9M0.05%+61,962+3027.0%
441TCOM 0.75 06/15/29TRIP COM GROUP LTD$34.9M0.05%+33,600,000NEW
442VNOMVIPER ENERGY INC$34.5M0.04%-6,414-0.9%
443TWSTTWIST BIOSCIENCE CORP$34.5M0.04%+146,918+25.4%
444GWWWW GRAINGER INC$34.3M0.04%-19,193-37.9%
445JBLUJETBLUE AIRWAYS CORP$34.3M0.04%+3,543,479+84.2%
446ATRAPTARGROUP INC$34.2M0.04%+184,880+213.2%
447SYKSTRYKER CORPORATION$34.2M0.04%+95,588+1137.3%
448KLACKLA CORP$34.1M0.04%-12,886-35.7%
449HUBBHUBBELL INC$34.0M0.04%+67,058+3103.1%
450MSTRSTRATEGY INC$33.9M0.04%+110,159+68.2%
451CNTACENTESSA PHARMACEUTICALS PLC$33.9M0.04%+384,013+81.9%
452DELLDELL TECHNOLOGIES INC$33.7M0.04%+73,018+55.1%
453DECKDECKERS OUTDOOR CORP$33.7M0.04%+234,559+229.6%
454MANEVERADERMICS INC$33.7M0.04%+532,906NEW
455VTRVENTAS INC$33.5M0.04%+331,083+424.7%
456COMPCOMPASS INC$33.4M0.04%+4,565,713NEW
457AUBATLANTIC UN BANKSHARES CORP$33.3M0.04%+324,349+53.5%
458COGTCOGENT BIOSCIENCES INC$33.0M0.04%-583,720-40.5%
459NUNU HLDGS LTD$32.6M0.04%+1,642,333+261.1%
460SNCYSUN CTRY AIRLS HLDGS INC$32.6M0.04%+1,930,214+4457.8%
461SSENTINELONE INC$32.5M0.04%+1,998,581+378.7%
462RGAREINSURANCE GROUP AMER INC$32.4M0.04%+136,602+614.1%
463PNFPPINNACLE FINL PARTNERS INC$32.3M0.04%+375,391NEW
464THOTHOR INDS INC$32.3M0.04%-676,831-62.6%
465BTDRBITDEER TECHNOLOGIES GROUP$32.0M0.04%+3,339,579+930.3%
466ARANTERO RESOURCES CORP$31.9M0.04%-1,220,028-61.8%
467BKUBANKUNITED INC$31.9M0.04%-836,388-54.2%
468JHXJAMES HARDIE INDS PLC$31.5M0.04%+1,561,458+1566.0%
469PTCTPTC THERAPEUTICS INC$31.4M0.04%+460,564NEW
470VRTXVERTEX PHARMACEUTICALS INC$31.3M0.04%-56,751-44.7%
471CACICACI INTL INC$31.2M0.04%-55,500-49.2%
472DXDYNEX CAP INC$31.1M0.04%+303,012+14.2%
473AMHAMERICAN HOMES 4 RENT$31.1M0.04%+1,113,598NEW
474MSGEMADISON SQUARE GARDEN ENTMT$31.0M0.04%+119,631+29.4%
475MSMMSC INDL DIRECT INC$31.0M0.04%+335,797NEW
476ROKUROKU INC$30.9M0.04%-1,466,849-81.8%
477FIVN 1 03/15/29FIVE9 INC$30.9M0.04%+13,700,000+62.8%
478FUTUFUTU HLDGS LTD$30.9M0.04%+140,226+163.6%
479RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$30.7M0.04%-49,500,000-60.7%
480RUN 4 03/01/30SUNRUN INC$30.6M0.04%+25,733,000NEW
481MOALTRIA GROUP INC$30.6M0.04%+417,907+921.8%
482UHSUNIVERSAL HLTH SVCS INC$30.5M0.04%+169,166+12923.3%
483GPNGLOBAL PMTS INC$30.5M0.04%+158,942+54.1%
484SPHRSPHERE ENTERTAINMENT CO$30.5M0.04%+259,536NEW
485TRGPTARGA RES CORP$30.4M0.04%-261,208-68.3%
486SNDKSANDISK CORP$30.4M0.04%+42,790+847.8%
487CAHCARDINAL HEALTH INC$30.3M0.04%+24,637+20.7%
488RLAYRELAY THERAPEUTICS INC$30.2M0.04%+939,267+44.7%
489MSGSMADISON SQUARE GRDN SPRT COR$30.2M0.04%+93,817NEW
490SO 4.5 06/15/27SOUTHERN CO$30.1M0.04%+27,108,000NEW
491GNTXGENTEX CORP$30.1M0.04%+1,377,811NEW
492HLF 4.25 06/15/28HERBALIFE LTD$30.1M0.04%+9,431,000+60.1%
493LNGCHENIERE ENERGY INC$30.0M0.04%+100,650+1927.1%
494HLTHILTON WORLDWIDE HLDGS INC$30.0M0.04%+40,246+69.1%
495PCVXVAXCYTE INC$29.9M0.04%+487,712+1815.4%
496KIMKIMCO REALTY CORP$29.9M0.04%-2,244,957-62.8%
497CVBFCVB FINL CORP$29.8M0.04%+1,371,487+826.2%
498CASYCASEYS GEN STORES INC$29.8M0.04%+40,902NEW
499URAGLOBAL X FDS$29.7M0.04%+45,434+8.0%
500CAGCONAGRA BRANDS INC$29.6M0.04%+1,750,386+1316.8%

Source: SEC EDGAR · accession 0001193125-26-226359. 13F discloses long positions only — shorts, foreign equities, and options are excluded.