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Institutional

GROUPAMA ASSET MANAGMENT

CIK 0001055969
$6.85B
Reported AUM
392
Positions
Q1 2026
Period
2026-05-22
Filed

The Brief · GROUPAMA ASSET MANAGMENT · Q1 2026

AI · grounded in 13F

GROUPAMA ASSET MANAGMENT established a new position in RTX worth $161.9M, its largest purchase of the period. The fund also opened a new stake in AZN valued at $126.9M and increased its holdings in T by 411.6%. On the sell side, the fund closed its entire position in CYBR, reducing its exposure by $58.3M.

Portfolio · Q1 2026

NVDA$408.3MMSFT$386.8MAAPL$311.5MGOOGL$287.4MAVGO$264.5MMU$226.2MJPM$215.6MAMZN$202.5MMSI$189.5MAEM$186.0MRTX$161.9MPH$156.7MOther$3.85BGM

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$408.3M5.96%-43,209-1.8%
2MSFTMICROSOFT CORP$386.8M5.65%-12,357-1.2%
3AAPLAPPLE INC$311.5M4.55%-34,313-2.7%
4GOOGLALPHABET INC$287.4M4.20%+30,417+3.1%
5AVGOBROADCOM INC$264.5M3.86%-12,199-1.4%
6MUMICRON TECHNOLOGY INC$226.2M3.30%-103,676-13.4%
7JPMJPMORGAN CHASE & CO$215.6M3.15%-27,014-3.6%
8AMZNAMAZON COM INC$202.5M2.96%+31,043+3.3%
9MSIMOTOROLA SOLUTIONS INC$189.5M2.77%+2,819+0.6%
10AEMAGNICO EAGLE MINES LTD$186.0M2.72%-225,489-19.7%
11RTXRTX CORPORATION$161.9M2.36%+839,280NEW
12PHPARKER-HANNIFIN CORP$156.7M2.29%+8,773+5.3%
13WMTWALMART INC$148.1M2.16%-8,388-0.7%
14TMOTHERMO FISHER SCIENTIFIC INC$132.0M1.93%-7,028-2.6%
15XPOXPO INC$127.1M1.86%+4,607+0.7%
16AZNASTRAZENECA PLC$126.9M1.85%+863,629NEW
17BKRBAKER HUGHES COMPANY$118.0M1.72%+11,297+0.6%
18METAMETA PLATFORMS INC$111.1M1.62%-7,039-3.5%
19TECKTECK RESOURCES LTD$109.1M1.59%-35,681-1.7%
20MRKMERCK & CO INC$105.2M1.54%-25,823-2.9%
21GEVGE VERNOVA INC$104.4M1.53%+2,340+2.0%
22LLYELI LILLY & CO$87.7M1.28%-2,180-2.2%
23PANWPALO ALTO NETWORKS INC$86.3M1.26%+290,170+116.8%
24BSXBOSTON SCIENTIFIC CORP$86.3M1.26%+8,356+0.6%
25TJXTJX COS INC NEW$83.5M1.22%-4,249-0.8%
26HALHALLIBURTON CO$83.3M1.22%+195,777+10.1%
27CMECME GROUP INC$79.4M1.16%+37,526+16.2%
28ETRENTERGY CORP NEW$78.2M1.14%+33,493+5.1%
29TTETOTALENERGIES SE$76.0M1.11%-55,240-5.1%
30PGPROCTER & GAMBLE CO$75.9M1.11%-13,659-2.5%
31VRTXVERTEX PHARMACEUTICALS INC$74.1M1.08%+2,753+1.7%
32NEENEXTERA ENERGY INC$72.3M1.06%+26,631+3.5%
33IONSIONIS PHARMACEUTICALS INC$61.9M0.90%+57,651+7.5%
34URIUNITED RENTALS INC$61.2M0.89%-463-0.5%
35SRESEMPRA$58.5M0.86%-663-0.1%
36FNVFRANCO NEV CORP$57.9M0.85%+49,600+26.9%
37REGNREGENERON PHARMACEUTICALS$54.9M0.80%-80-0.1%
38TAT&T INC$53.8M0.79%+1,493,831+411.6%
39CCITIGROUP INC$53.6M0.78%-6,833-1.4%
40VLOVALERO ENERGY CORP$52.3M0.76%+54,523+34.7%
41METMETLIFE INC$50.2M0.73%-20,323-2.8%
42MSMORGAN STANLEY$48.3M0.71%+2,871+1.0%
43PNCPNC FINL SVCS GROUP INC$46.7M0.68%-23,004-9.3%
44HONHONEYWELL INTL INC$42.7M0.62%-4,529-2.3%
45TSLATESLA INC$36.5M0.53%-10,210-9.4%
46WELLWELLTOWER INC$34.9M0.51%-846-0.5%
47KOCOCA COLA CO$34.4M0.50%-9,465-2.1%
48EQIXEQUINIX INC$34.3M0.50%+1,122+3.3%
49ABBVABBVIE INC$34.0M0.50%-3,644-2.3%
50NFLXNETFLIX INC.$30.1M0.44%+253,553+422.7%
51LRCXLAM RESEARCH CORP$29.2M0.43%+21,749+18.9%
52TSMTAIWAN SEMICONDUCTOR MANUFAC$28.8M0.42%-1,224-1.4%
53SLBSLB LIMITED$26.6M0.39%-10,690-2.0%
54DISDISNEY WALT CO$24.5M0.36%-13,933-5.2%
55WTSWATTS WATER TECHNOLOGIES INC$24.0M0.35%+5,928+7.7%
56BRK/BBERKSHIRE HATHAWAY INC DEL$23.6M0.35%-7,426-13.1%
57ISRGINTUITIVE SURGICAL INC$22.5M0.33%+1,075+2.2%
58AGIALAMOS GOLD INC$22.2M0.32%+44,899+9.9%
59GOOGALPHABET INC$21.9M0.32%-14,436-14.7%
60RACEFERRARI N V$21.7M0.32%-28,732-27.7%
61VVISA INC$21.5M0.31%+3,258+4.8%
62AMTAMERICAN TOWER CORP$21.4M0.31%-250-0.2%
63COSTCOSTCO WHOLESALE CORPORATION$19.6M0.29%+2,060+11.7%
64NTRANATERA INC$19.0M0.28%+2,805+3.0%
65CDNSCADENCE DESIGN SYSTEM INC$18.9M0.28%+3,286+5.1%
66MDGLMADRIGAL PHARMACEUTICALS INC$18.4M0.27%+4,618+15.1%
67ORCLORACLE CORP$17.9M0.26%-8,757-6.7%
68SWSMURFIT WESTROCK PLC$16.8M0.24%-18,997-3.3%
69BNTXBIONTECH SE$16.4M0.24%-4,033-2.1%
70UNHUNITEDHEALTH GROUP INC$15.4M0.23%-2,368-4.0%
71HCAHCA HEALTHCARE INC$15.1M0.22%+1,599+5.3%
72CPCANADIAN PACIFIC KANSAS CITY$14.6M0.21%+62,581+50.7%
73CBCHUBB LTD SWITZ$13.9M0.20%-6,147-12.6%
74SCISERVICE CORP INTL$13.7M0.20%+37,037+28.6%
75WMT2WELLS FARGO & CO$13.0M0.19%+16,511+11.2%
76ECLECOLAB INC$12.5M0.18%+10,502+28.9%
77ALNYALNYLAM PHARMACEUTICALS INC$12.2M0.18%+889+2.5%
78CSCOCISCO SYS INC$11.6M0.17%+20,074+15.5%
79LINLINDE PLC$11.3M0.16%+1,782+8.5%
80DHRDANAHER CORP DEL$10.7M0.16%+2,022+3.7%
81WBSWEBSTER FINL CORP$10.3M0.15%+6,880+4.9%
82ORLAORLA MNG LTD NEW$10.2M0.15%+9,980+2.2%
83BACBANK AMERICA CORP$9.4M0.14%-231,832-54.5%
84UBSUBS GROUP AG$8.9M0.13%+134,767+87.9%
85TMUST-MOBILE US INC$8.3M0.12%-291,713-88.1%
86WPMWHEATON PRECIOUS METALS CORP$8.0M0.12%+4,051+10.2%
87CRHCRH PLC$7.6M0.11%-6,914-6.7%
88ROPROPER TECHNOLOGIES INC$7.5M0.11%+4,605+27.9%
89CATCATERPILLAR INC$7.3M0.11%-1,881-15.4%
90DDOG 0 12/01/29DATADOG INC$7.1M0.10%+400,000+5.7%
91CRMSALESFORCE INC$7.1M0.10%-1,527-3.9%
92KLACKLA CORP$7.0M0.10%-368-7.2%
93ALCALCON AG$6.6M0.10%-2,099-1.8%
94ABTABBOTT LABORATORIES$6.5M0.10%-498-0.8%
95HEIHEICO CORP NEW$6.4M0.09%+5,579+31.3%
96INCYINCYTE CORP$6.3M0.09%-7,608-10.3%
97STLASTELLANTIS N.V$5.8M0.09%+728,301+308.2%
98SPGIS&P GLOBAL INC$5.6M0.08%-399-2.9%
99JNJJOHNSON & JOHNSON$5.5M0.08%-11,091-32.8%
100UNPUNION PAC CORP$5.5M0.08%-2,991-11.6%
101GILDGILEAD SCIENCES INC$5.3M0.08%-13,240-25.8%
102AMGNAMGEN INC$5.3M0.08%+2,576+20.8%
103NEMNEWMONT CORP$5.1M0.07%-24,615-34.5%
104MAMASTERCARD INCORPORATED$5.1M0.07%-3,902-27.8%
105SUNBSUNBELT RENTALS HOLDINGS INC$4.6M0.07%+97,185NEW
106MDTMEDTRONIC PLC$4.6M0.07%-2,518-4.5%
107HUBBHUBBELL INC$4.4M0.06%+39+0.4%
108EOGEOG RES INC$4.2M0.06%HELD
109HDHOME DEPOT INC$4.2M0.06%-4,176-24.6%
110DXCM 0.375 05/15/28DEXCOM INC$4.1M0.06%+500,000+12.5%
111MCOMOODYS CORP$4.1M0.06%+252+2.7%
112DNLIDENALI THERAPEUTICS INC$4.0M0.06%+55,539+36.6%
113NOWSERVICENOW INC$3.9M0.06%-24,865-39.9%
114NDAQNASDAQ INC$3.9M0.06%-19,779-30.3%
115AMDADVANCED MICRO DEVICES INC$3.8M0.06%-11,109-37.0%
116ADBEADOBE INC$3.7M0.05%-2,116-12.2%
117MDBMONGODB INC$3.7M0.05%+325+2.2%
118QUREQUANTA SVCS INC$3.5M0.05%+6,448NEW
119SOLSSOLSTICE ADVANCED MATLS INC$3.5M0.05%-4,542-9.0%
120PLDPROLOGIS INC.$3.5M0.05%+1,020+4.0%
121LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN$3.5M0.05%HELD
122TTTRANE TECHNOLOGIES PLC$3.3M0.05%-973-10.8%
123DBDEUTSCHE BK AG$3.2M0.05%-19,979-13.5%
124ANETARISTA NETWORKS INC$3.2M0.05%-8,197-23.9%
125CNICANADIAN NATL RY CO$3.0M0.04%+863+4.3%
126PCG 4.25 12/01/27PG&E CORP$3.0M0.04%HELD
127STZCONSTELLATION BRANDS INC$3.0M0.04%+4,010+25.4%
128NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$3.0M0.04%+232,000+12.1%
129EMREMERSON ELEC CO$2.9M0.04%-876-3.8%
130AMEAMETEK INC$2.6M0.04%-5,810-32.2%
131WDCWESTERN DIGITAL CORP$2.6M0.04%+6,788+241.8%
132ELVELEVANCE HEALTH INC FORMERLY$2.6M0.04%+333+4.0%
133PLTRPALANTIR TECHNOLOGIES INC$2.6M0.04%-8,991-34.0%
134AWK 3.625 06/15/26AMERICAN WTR CAP CORP$2.5M0.04%+300,000+13.6%
135CEGCONSTELLATION ENERGY CORP$2.4M0.03%-539-6.0%
136ADSKAUTODESK INC$2.4M0.03%-12-0.1%
137MCKMCKESSON CORP$2.2M0.03%-714-21.6%
138RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$2.2M0.03%HELD
139MDLZMONDELEZ INTL INC$2.2M0.03%+11,846+45.4%
140HLTHILTON WORLDWIDE HLDGS INC$2.1M0.03%+276+4.2%
141MPCMARATHON PETE CORP$2.1M0.03%-2,783-24.8%
142KMIKINDER MORGAN INC DEL$2.0M0.03%-25,762-29.8%
143VZVERIZON COMMUNICATIONS INC$2.0M0.03%-16,631-29.1%
144FTNTFORTINET INC$1.9M0.03%+23,701NEW
145AMATAPPLIED MATLS INC$1.9M0.03%-4,344-43.7%
146MPWRMONOLITHIC PWR SYS INC$1.9M0.03%+84+5.1%
147GEGE AEROSPACE$1.9M0.03%-10,073-60.4%
148PMPHILIP MORRIS INTL INC$1.8M0.03%-9,852-47.5%
149PFEPFIZER INC$1.8M0.03%-17,805-21.8%
150STLDSTEEL DYNAMICS INC$1.8M0.03%HELD
151SNOW 0 10/01/29SNOWFLAKE INC$1.8M0.03%HELD
152RGEN 1 12/15/28REPLIGEN CORP$1.7M0.03%+900,000+100.0%
153ADIANALOG DEVICES INC$1.7M0.03%-690-11.3%
154BKNGBOOKING HOLDINGS INC$1.7M0.02%-152-27.5%
155SCHWSCHWAB CHARLES CORP$1.7M0.02%-28,634-61.8%
156MTH 1.75 05/15/28MERITAGE HOMES CORP$1.6M0.02%HELD
157CMCSACOMCAST CORP NEW$1.6M0.02%-49,929-46.6%
158FCXFREEPORT MCMORAN INC$1.6M0.02%-11,514-29.3%
159MOALTRIA GROUP INC$1.6M0.02%-5,570-18.5%
160BIIBBIOGEN INC$1.6M0.02%+322+3.8%
161LYFT 0.625 03/01/29LYFT INC$1.6M0.02%HELD
162IBMINTERNATIONAL BUSINESS MACHS$1.6M0.02%-3,404-34.5%
163DOCHEALTHPEAK PROPERTIES INC$1.6M0.02%+437+0.5%
164DRIDARDEN RESTAURANTS INC$1.5M0.02%+759+10.7%
165AVAV 0 07/15/30AEROVIRONMENT INC$1.5M0.02%+200,000+15.4%
166APHAMPHENOL CORP$1.5M0.02%-13,370-53.6%
167BKBANK NEW YORK MELLON CORP$1.4M0.02%+3,208+35.8%
168OKEONEOK INC NEW$1.4M0.02%-11,839-42.8%
169ALLALLSTATE CORP$1.4M0.02%-4,540-40.1%
170PSXPHILLIPS 66$1.4M0.02%-4,602-37.4%
171MCDMCDONALDS CORP$1.4M0.02%-2,431-35.1%
172CBRECBRE GROUP INC$1.4M0.02%-3,193-23.9%
173NTNX 0.5 12/15/29NUTANIX INC$1.4M0.02%+800,000+114.3%
174GSGOLDMAN SACHS GROUP INC$1.4M0.02%+469+41.4%
175GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC$1.4M0.02%HELD
176ETNEATON CORP PLC$1.4M0.02%-1,648-30.4%
177PCGPG&E CORP$1.3M0.02%-1,215-1.6%
178EWEDWARDS LIFESCIENCES CORP$1.3M0.02%+16,690NEW
179TTEK 2.25 08/15/28TETRA TECH INC NEW$1.3M0.02%HELD
180TRGPTARGA RES CORP$1.3M0.02%-5,221-50.1%
181HWMHOWMET AEROSPACE INC$1.3M0.02%-4,623-45.0%
182PODDINSULET CORP$1.3M0.02%-83-1.3%
183FDXFEDEX CORP$1.3M0.02%+299+9.2%
184VICIVICI PPTYS INC$1.3M0.02%+8,264+21.8%
185INTCINTEL CORP$1.3M0.02%-11,528-28.9%
186RFREGIONS FINANCIAL CORP NEW$1.2M0.02%-2,921-5.8%
187PGRPROGRESSIVE CORP$1.2M0.02%-3,960-38.6%
188BMYBRISTOL-MYERS SQUIBB CO$1.2M0.02%-7,884-27.9%
189COIN 0.25 04/01/30COINBASE GLOBAL INC$1.2M0.02%HELD
190PSN 2.625 03/01/29PARSONS CORP DEL$1.2M0.02%HELD
191HIGHARTFORD INSURANCE GROUP INC$1.2M0.02%-8,242-48.6%
192ILMNILLUMINA INC$1.2M0.02%+340+3.7%
193KEYKEYCORP$1.2M0.02%+29,467+101.6%
194PEPPEPSICO INC$1.2M0.02%-2,863-27.6%
195BLKBLACKROCK INC$1.2M0.02%-204-14.4%
196PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.02%+1,462+11.7%
197GRMNGARMIN LTD$1.1M0.02%+2,841+139.8%
198QCOMQUALCOMM INC$1.1M0.02%-4,240-32.7%
199COFCAPITAL ONE FINL CORP$1.1M0.02%-3,409-35.7%
200LVSLAS VEGAS SANDS CORP$1.1M0.02%+11,369+125.6%
201WMWASTE MGMT INC DEL$1.1M0.02%+2,026+74.9%
202MMM3M CO$1.1M0.02%+3,474+87.2%
203ITUBITAU UNIBANCO HLDG S A$1.1M0.02%-9,127-6.6%
204EBAYEBAY INC.$1.1M0.02%-2,638-18.2%
205KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.02%-1,666-30.5%
206CAKE 2 03/15/30CHEESECAKE FACTORY INC$1.1M0.02%+1,050,000NEW
207INTUINTUIT$1.1M0.02%-1,115-31.4%
208ACNACCENTURE PLC IRELAND$1.0M0.02%-2,769-34.6%
209ROSTROSS STORES INC$1.0M0.01%+2,161+85.4%
210SSNCSS&C TECH HLDGS$1.0M0.01%+2,131+16.8%
211ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS IN$991K0.01%+1,000,000NEW
212KBKB FINL GROUP INC$988K0.01%-9,918-50.0%
213EXCEXELON CORP$986K0.01%+1,026+5.4%
214RSGREPUBLIC SVCS INC$939K0.01%+174+4.2%
215ADPAUTOMATIC DATA PROCESSING IN$917K0.01%-4,375-49.2%
216FITBFIFTH THIRD BANCORP$917K0.01%-2,893-12.8%
217HSTHOST HOTELS & RESORTS INC$915K0.01%-23,778-33.2%
218INSMINSMED INC$914K0.01%HELD
219USBUS BANCORP$912K0.01%+17,543NEW
220SPOTSPOTIFY TECHNOLOGY S A$910K0.01%-1,226-39.5%
221MNSTMONSTER BEVERAGE CORP NEW$908K0.01%-15,323-55.0%
222SBACSBA COMMUNICATIONS CORP$893K0.01%+5,187NEW
223RGENREPLIGEN CORP$892K0.01%+130+1.7%
224CORCENCORA INC$891K0.01%+2,837NEW
225LOWLOWES COS INC$881K0.01%-2,279-37.9%
226UBERUBER TECHNOLOGIES INC$874K0.01%+12,153NEW
227VRNS 1 09/15/29VARONIS SYS INC$871K0.01%-650,000-39.4%
228CRWDCROWDSTRIKE HLDGS INC$869K0.01%+974+77.7%
229CVSCVS HEALTH CORP$868K0.01%-2,253-15.7%
230ORLYOREILLY AUTOMOTIVE INC$846K0.01%-2,172-19.2%
231LDOSLEIDOS HOLDINGS INC$842K0.01%-417-7.1%
232FRTFEDERAL RLTY INVT TR NEW$840K0.01%-7,988-50.3%
233MSCIMSCI INC$840K0.01%-344-18.1%
234CITHE CIGNA GROUP$830K0.01%+10+0.3%
235OSKOSHKOSH CORP$830K0.01%+227+4.2%
236NSCNORFOLK SOUTHN CORP$825K0.01%+1,242+76.1%
237IEXIDEX CORP$817K0.01%+4,310NEW
238VRSNVERISIGN INC$814K0.01%+3,277NEW
239CFGCITIZENS FINL GROUP INC$810K0.01%-17,780-56.8%
240TXNTEXAS INSTRS INC$807K0.01%-4,416-51.5%
241TSNTYSON FOODS INC$805K0.01%+159+1.3%
242TELTE CONNECTIVITY PLC$804K0.01%-774-16.7%
243NUENUCOR CORP$778K0.01%-3,943-46.1%
244IBKRINTERACTIVE BROKERS GROUP IN$767K0.01%-4,851-29.8%
245TRVTRAVELERS COMPANIES INC$762K0.01%+2,614NEW
246EIXEDISON INTL$762K0.01%-12,381-54.3%
247OTISOTIS WORLDWIDE CORP$759K0.01%+6,999+245.7%
248EDCONSOLIDATED EDISON INC$757K0.01%-14,720-68.7%
249GLWCORNING INC$756K0.01%-1,338-19.4%
250AXONAXON ENTERPRISE INC$747K0.01%+925+110.9%
251AMRZAMRIZE LTD$743K0.01%-11,835-41.0%
252CTASCINTAS CORP$724K0.01%+2,961+224.0%
253HO1HOLOGIC INC$723K0.01%-4,399-31.5%
254VMCVULCAN MATLS CO$714K0.01%+26+1.0%
255COPCONOCOPHILLIPS$713K0.01%HELD
256GMGENERAL MTRS CO$711K0.01%+1,755+22.5%
257CNQCANADIAN NAT RES LTD MED TER$708K0.01%-9,201-38.8%
258OCOWENS CORNING NEW$694K0.01%+258+4.2%
259UPWK 0.25 08/15/26UPWORK INC$688K0.01%HELD
260FERFERROVIAL SE$686K0.01%+499+4.2%
261IRINGERSOLL RAND INC$680K0.01%+342+4.2%
262MARA 0 03/01/30MARA HOLDINGS INC$662K0.01%HELD
263ELLAUDER ESTEE COS INC$658K0.01%-4,256-31.7%
264PRUPRUDENTIAL FINL INC$654K0.01%+2,662+66.0%
265VFCV F CORP$654K0.01%HELD
266MRSHMARSH & MCLENNAN COS INC$653K0.01%+1,530+68.4%
267DECKDECKERS OUTDOOR CORP$635K0.01%+1,141+21.9%
268ZBRAZEBRA TECHNOLOGIES CORPORATI$633K0.01%-392-11.5%
269FOXFOX CORP$627K0.01%-3,831-24.5%
270AVBAVALONBAY CMNTYS INC$623K0.01%HELD
271PYPLPAYPAL HLDGS INC$622K0.01%-7,593-35.6%
272UPSUNITED PARCEL SVCS INC$621K0.01%+1,564+33.0%
273SNASNAP ON INC$620K0.01%-198-10.4%
274EMEEMCOR GROUP INC$619K0.01%+839NEW
275ERIEERIE INDTY CO$618K0.01%+2,459NEW
276DALDELTA AIR LINES INC$616K0.01%-6,990-43.0%
277CPTCAMDEN PPTY TR$615K0.01%+2,944+87.8%
278TPLTEXAS PACIFIC LAND CORPORATI$615K0.01%-951-42.3%
279SYYSYSCO CORP$613K0.01%+8,592NEW
280FOXAFOX CORP$595K0.01%-3,965-28.0%
281FIXCOMFORT SYS USA INC$593K0.01%+430NEW
282IDXXIDEXX LABS INC$591K0.01%-214-16.9%
283NXPINXP SEMICONDUCTORS N V$587K0.01%-528-15.0%
284LYVLIVE NATION ENTERTAINMENT IN$575K0.01%-1,341-26.2%
285APPAPPLOVIN CORP$572K0.01%+1,438NEW
286UALUNITED AIRLS HLDGS INC$563K0.01%+870+16.6%
287RCLROYAL CARIBBEAN GROUP$554K0.01%-585-22.5%
288ABNBAIRBNB INC$553K0.01%-2,474-36.1%
289ACGLARCH CAP GROUP LTD$551K0.01%+191+3.4%
290PNRPENTAIR PLC$542K0.01%+2,334+60.1%
291ZTSZOETIS INC$540K0.01%-3,234-41.5%
292WMBWILLIAMS COS INC$526K0.01%HELD
293BSYBENTLEY SYS INC$521K0.01%+4,085+38.0%
294AZOAUTOZONE INC$517K0.01%+22+16.8%
295FMXFOMENTO ECONOMICO MEXICANO S$512K0.01%+181+4.1%
296DXCMDEXCOM INC$507K0.01%-1,140-12.4%
297BGBUNGE GLOBAL SA$506K0.01%+830+26.4%
298BABOEING CO$501K0.01%+2,515NEW
299SYKSTRYKER CORPORATION$490K0.01%-1,978-57.0%
300ICEINTERCONTINENTAL EXCHANGE IN$489K0.01%-1,117-26.4%
301JAZZJAZZ PHARMACEUTICALS PLC$487K0.01%HELD
302LNTH 2.625 12/15/27LANTHEUS HLDGS INC$482K0.01%HELD
303ON 0.5 03/01/29ON SEMICONDUCTOR CORP$477K0.01%HELD
304YUMYUM BRANDS INC$477K0.01%+3,070NEW
305DELLDELL TECHNOLOGIES INC$476K0.01%+73+2.6%
306SHGSHINHAN FINANCIAL GROUP CO L$476K0.01%-10,079-56.5%
307NKENIKE INC$471K0.01%-2,692-23.2%
308WATWATERS CORP$470K0.01%+935+145.4%
309CFCF INDUSTRIES HOLD$466K0.01%-6,161-63.2%
310GLGLOBE LIFE INC$466K0.01%+3,347NEW
311ALVAUTOLIV INC$465K0.01%-724-14.1%
312BXBLACKSTONE INC$456K0.01%+3,962NEW
313CAHCARDINAL HEALTH INC$440K0.01%-956-31.5%
314CMICUMMINS INC$436K0.01%-1,739-68.2%
315FICOFAIR ISAAC CORP$434K0.01%-100-19.7%
316QGENQIAGEN NV$434K0.01%+12,500NEW
317BBYBEST BUY INC$434K0.01%-5,044-42.7%
318FISFIDELITY NATL INFORMATION SV$429K0.01%+9,139NEW
319AVYAVERY DENNISON CORP$424K0.01%+2,457NEW
320CTVACORTEVA INC$421K0.01%-12,884-71.9%
321FLUTFLUTTER ENTMT PLC$417K0.01%+808+17.5%
322AXPAMERICAN EXPRESS CO$407K0.01%+242+21.9%
323APDAIR PRODUCTS AND CHEMICALS I$404K0.01%+34+2.5%
324WABWABTEC$403K0.01%-11,365-87.6%
325MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$397K0.01%HELD
326SNPSSYNOPSYS INC$397K0.01%-735-42.3%
327AKAMAKAMAI TECHNOLOGIES INC$389K0.01%+191+6.0%
328ESSESSEX PPTY TR INC$385K0.01%-62-3.8%
329TPRTAPESTRY INC$384K0.01%-3,955-59.3%
330PKGPACKAGING CORP AMER$382K0.01%+45+2.6%
331ROKROCKWELL AUTOMATION INC$382K0.01%-429-28.7%
332AAGILENT TECHNOLOGIES INC$380K0.01%-979-22.7%
333ROLROLLINS INC$380K0.01%+325+4.8%
334DDOGDATADOG INC$376K0.01%-129-3.9%
335NWSANEWS CORP NEW$366K0.01%-1,450-9.0%
336CRLCHARLES RIV LABS INTL INC$366K0.01%-284-11.8%
337WBDWARNER BROS DISCOVERY INC$366K0.01%+13,320NEW
338APTVAPTIV PLC$363K0.01%+2,204+72.9%
339KRKROGER CO$362K0.01%-1,399-21.8%
340WDAYWORKDAY INC$355K0.01%-765-21.9%
341AMPAMERIPRISE FINL INC$354K0.01%+20+2.6%
342SPGSIMON PPTY GROUP INC NEW$353K0.01%+47+2.5%
343TFCTRUIST FINL CORP$344K0.01%-5,149-40.8%
344NATLNCR ATLEOS CORPORATION$342K0.00%HELD
345MKCMCCORMICK & CO INC$340K0.00%HELD
346MOSMOSAIC CO$340K0.00%-16,380-55.1%
347ALLEALLEGION PLC$324K0.00%-3,250-59.3%
348SWKSSKYWORKS SOLUTIONS INC$317K0.00%+5,914NEW
349BRBROADRIDGE FINL SOLUTIONS IN$317K0.00%-4,523-69.9%
350CINFCINCINNATI FINL CORP$315K0.00%+2,005NEW
351UDRUDR INC$313K0.00%+232+2.6%
352TSCOTRACTOR SUPPLY CO$303K0.00%-2,635-28.3%
353LUVSOUTHWEST AIRLS CO$298K0.00%-5,811-42.3%
354FASTFASTENAL CO$294K0.00%-22,056-77.7%
355CAGCONAGRA BRANDS INC$292K0.00%-2,333-11.1%
356HPEHEWLETT PACKARD ENTERPRISE C$291K0.00%-8,962-42.3%
357MTZMASTEC INC$291K0.00%-79-8.0%
358CARRCARRIER GLOBAL CORPORATION$290K0.00%+135+2.7%
359CCJCAMECO CORP$275K0.00%-109-5.7%
360TAPMOLSON COORS BEVERAGE CO$272K0.00%-1,574-19.9%
361VRTVERTIV HOLDINGS CO$271K0.00%+1,080NEW
362LULULULULEMON ATHLETICA INC$268K0.00%+560+47.0%
363TERTERADYNE INC$268K0.00%-664-42.3%
364WSTWEST PHARMACEUTICAL SVSC INC$262K0.00%-483-31.6%
365TROWPRICE T ROWE GROUP INC$261K0.00%-5,684-66.3%
366HOODROBINHOOD MKTS INC$260K0.00%+3,755NEW
367QQNITY ELECTRONICS INC$258K0.00%-7,146-76.2%
368JBHTHUNT J B TRANS SVCS INC$257K0.00%+1,211NEW
369CLXCLOROX CO DEL$251K0.00%-1,425-37.0%
370CVNACARVANA CO$249K0.00%+793NEW
371CTSHCOGNIZANT TECHNOLOGY SOLUTIO$247K0.00%-2,958-42.3%
372DASHDOORDASH INC$239K0.00%-2,630-62.3%
373HASHASBRO INC$233K0.00%-7,838-75.9%
374CSGPCOSTAR GROUP INC$230K0.00%-4,186-42.3%
375GISGENERAL MILLS INC$228K0.00%-2,101-25.5%
376INVHINVITATION HOMES INC$226K0.00%+228+2.6%
377ATRAPTARGROUP INC$225K0.00%HELD
378CNCCENTENE CORP DEL$220K0.00%-3,847-36.5%
379EPAMEPAM SYS INC$216K0.00%-291-15.4%
380RMDRESMED INC$211K0.00%-1,537-62.0%
381MTDMETTLER TOLEDO INTERNATIONAL$211K0.00%+167NEW
382CLCOLGATE PALMOLIVE CO$210K0.00%-23,585-90.5%
383ESEVERSOURCE ENERGY$209K0.00%-913-23.2%
384VRSKVERISK ANALYTICS INC$208K0.00%-1,568-58.8%
385CDWCDW CORP$207K0.00%+1,713NEW
386DDDUPONT DE NEMOURS INC$205K0.00%-14,292-76.1%
387GDDYGODADDY INC$204K0.00%+2,463NEW
388BDXBECTON DICKINSON & CO$200K0.00%+32+2.6%
389TUTELUS CORPORATION$197K0.00%HELD
390MICCMAGNUM ICE CREAM CO NV$177K0.00%-21,546-60.8%
391SUZSUZANO S A$173K0.00%-13,469-43.9%
392TECK RESOURCES LTD$122K0.00%+33,000NEW
393CYBRCYBERARK SOFTWARE LTD-130,679EXITED
394HUBSHUBSPOT INC-64,729EXITED
395XYLXYLEM INC-25,879EXITED
396ITRI 0 03/15/26ITRON INC-3,500,000EXITED
397BILL 0 04/01/30BILL HOLDINGS INC-3,100,000EXITED
398F 0 03/15/26FORD MTR CO-2,550,000EXITED
399HALO 1 08/15/28HALOZYME THERAPEUTICS INC-2,000,000EXITED
400AXON 0.5 12/15/27AXON ENTERPRISE INC-750,000EXITED
401DOVDOVER CORP-9,528EXITED
402PFGPRINCIPAL FINANCIAL GROUP IN-19,689EXITED
403LLOEWS CORP-15,550EXITED
404CYTK 3.5 07/01/27CYTOKINETICS INC-1,150,000EXITED
405OMCOMNICOM GROUP INC-18,401EXITED
406ASXASE TECHNOLOGY HLDG CO LTD-81,792EXITED
407ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC-800,000EXITED
408STESTERIS PLC-4,260EXITED
409CCICROWN CASTLE INC-11,929EXITED
410BALLBALL CORP-19,821EXITED
411VLTOVERALTO CORP-10,475EXITED
412KKRKKR & CO INC-8,116EXITED
413VTRVENTAS INC-12,794EXITED
414LIILENNOX INTL INC-2,037EXITED
415ASND 2.25 04/01/28ASCENDIS PHARMA A/S-700,000EXITED
416TXTTEXTRON INC-11,278EXITED
417TRMBTRIMBLE INC-11,479EXITED
418EQREQUITY RESIDENTIAL-14,057EXITED
419NTNX 0.25 10/01/27NUTANIX INC-700,000EXITED
420HIIHUNTINGTON INGALLS INDS INC-2,304EXITED
421RDYDR REDDYS LABS LTD-55,419EXITED
422PCG 6 12/01/27 APG&E CORP-17,850EXITED
423COINCOINBASE GLOBAL INC-8,143EXITED
424GEHCGE HEALTHCARE TECHNOLOGIES I-7,960EXITED
425FOUR 0.5 08/01/27SHIFT4 PMTS INC-650,000EXITED
426PAYXPAYCHEX INC-5,513EXITED
427AFRM 0.75 12/15/29AFFIRM HLDGS INC-550,000EXITED
428IVZINVESCO LTD-22,622EXITED
429CMGCHIPOTLE MEXICAN GRILL INC-15,596EXITED
430JBLJABIL INC-2,476EXITED
431ADMARCHER DANIELS MIDLAND CO-9,292EXITED
432NTRSNORTHERN TR CORP-3,905EXITED
433SKMSK TELECOM CO LTD-25,371EXITED
434ULTAULTA BEAUTY INC-839EXITED
435RLRALPH LAUREN CORP-1,411EXITED
436DGDOLLAR GEN CORP NEW-3,628EXITED
437TTWOTAKE-TWO INTERACTIVE SOFTWAR-1,501EXITED
438FISVFISERV INC-5,522EXITED
439CPRTCOPART INC-9,350EXITED
440MKTXMARKETAXESS HLDGS INC-1,995EXITED
441ITGARTNER INC-1,421EXITED
442AESAES CORP-24,454EXITED
443WK 1.25 08/15/28WORKIVA INC-350,000EXITED
444GENGEN DIGITAL INC-12,479EXITED
445PTCPTC INC-1,842EXITED
446RJFRAYMOND JAMES FINL INC-1,984EXITED
447KDPKEURIG DR PEPPER INC-11,258EXITED
448MTBM & T BK CORP-1,562EXITED
449EGEVEREST GROUP LTD-916EXITED
450WTWWILLIS TOWERS WATSON PLC LTD-937EXITED
451DLTRDOLLAR TREE INC-2,503EXITED
452EXKEXACT SCIENCES CORP-3,025EXITED
453MCHPMICROCHIP TECHNOLOGY INC.-4,763EXITED
454STXSEAGATE TECHNOLOGY HLDNGS PL-1,071EXITED
455MTCHMATCH GROUP INC NEW-9,054EXITED
456CSXCSX CORP-7,674EXITED
457TECHBIO-TECHNE CORP-4,600EXITED
458CBOECBOE GLOBAL MKTS INC-1,062EXITED
459HBANHUNTINGTON BANCSHARES INC-15,045EXITED
460FSLRFIRST SOLAR INC-994EXITED
461TKOTKO GROUP HOLDINGS INC-1,240EXITED
462CHRWC H ROBINSON WORLDWIDE INC-1,580EXITED
463BBDBANCO BRADESCO S A-76,140EXITED
464VEEVVEEVA SYS INC-1,123EXITED
465CZRCAESARS ENTERTAINMENT INC NE-10,705EXITED
466EAELECTRONIC ARTS INC-1,111EXITED
467LENLENNAR CORP-2,185EXITED
468SYFSYNCHRONY FINANCIAL-2,484EXITED
469AMCRAMCOR PLC-22,704EXITED
470VTRSVIATRIS INC-11,872EXITED

Source: SEC EDGAR · accession 0001752724-26-000039. 13F discloses long positions only — shorts, foreign equities, and options are excluded.