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Institutional

Groupe la Francaise

CIK 0002056088
$7.29B
Reported AUM
433
Positions
Q1 2026
Period
2026-05-21
Filed

The Brief · Groupe la Francaise · Q1 2026

AI · grounded in 13F

Groupe la Francaise established a new position in AZN worth $190.8M. The fund also opened a new position in MICROSOFT CORP valued at $85.1M and added AME with a $28.6M investment. On the sell side, the fund trimmed its holdings in CRM by 82.5% and STLA by 50.1%.

Portfolio · Q1 2026

TTE$683.2MNVDA$435.4MMSFT$350.6MAAPL$283.9MAMZN$235.9MGOOGL$211.4MAVGO$204.2MAZN$190.8MJPM$139.5MGIB$124.5MV$122.2MLLY$121.0MOther$4.19BGF

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1TTETOTALENERGIES SE$683.2M9.37%+624,764+8.9%
2NVDANVIDIA CORPORATION$435.4M5.97%-1,003,296-28.5%
3MSFTMICROSOFT CORP$350.6M4.81%+30,526+3.3%
4AAPLAPPLE INC$283.9M3.89%+142,217+14.5%
5AMZNAMAZON COM INC$235.9M3.23%-37,881-3.2%
6GOOGLALPHABET INC$211.4M2.90%+100,672+15.7%
7AVGOBROADCOM INC$204.2M2.80%+91,021+15.9%
8AZNASTRAZENECA PLC$190.8M2.62%+984,608NEW
9JPMJPMORGAN CHASE & CO$139.5M1.91%+7,620+1.6%
10GIBCGI INC$124.5M1.71%-2,939-0.2%
11VVISA INC$122.2M1.68%-15,205-3.6%
12LLYELI LILLY & CO$121.0M1.66%-3,566-2.6%
13GOOGALPHABET INC$118.9M1.63%+8,047+2.0%
14METAMETA PLATFORMS INC$112.5M1.54%+3,952+2.0%
15RACEFERRARI N V$111.8M1.53%-279,460-44.0%
16ETNEATON CORP PLC$100.5M1.38%+22,463+8.6%
17TSMTAIWAN SEMICONDUCTOR MANUFAC$86.3M1.18%-33,182-11.5%
18MSFTMICROSOFT CORP$85.1M1.17%+230,000NEW
19GEGE AEROSPACE$80.2M1.10%+43,159+18.0%
20WMTWALMART INC$78.1M1.07%-86,192-12.0%
21KOCOCA COLA CO$67.5M0.93%-38,723-4.1%
22CRHCRH PLC$66.2M0.91%-442,043-39.7%
23GEVGE VERNOVA INC$63.7M0.87%+16,888+30.1%
24LINLINDE PLC$60.5M0.83%+17,515+16.5%
25TMUST-MOBILE US INC$60.1M0.82%+57,341+25.1%
26NFLXNETFLIX INC.$58.9M0.81%-329,490-34.7%
27ISRGINTUITIVE SURGICAL INC$56.3M0.77%-54,372-30.6%
28TMOTHERMO FISHER SCIENTIFIC INC$55.3M0.76%-5,744-4.8%
29AEMAGNICO EAGLE MINES LTD$53.0M0.73%+84,447+47.6%
30AMATAPPLIED MATLS INC$52.8M0.72%+119,687+339.9%
31QUREQUANTA SVCS INC$51.0M0.70%+20,280+27.9%
32MAMASTERCARD INCORPORATED$50.0M0.69%-104-0.1%
33NEMNEWMONT CORP$48.4M0.66%+153,360+51.9%
34GSGOLDMAN SACHS GROUP INC$47.9M0.66%+7,436+15.1%
35AXPAMERICAN EXPRESS CO$46.1M0.63%-5,615-3.5%
36NOWSERVICENOW INC$45.8M0.63%+52,414+13.6%
37COSTCOSTCO WHOLESALE CORPORATION$44.6M0.61%-42-0.1%
38BACBANK AMERICA CORP$42.7M0.59%-116,749-11.7%
39ABBVABBVIE INC$42.1M0.58%+73,045+60.7%
40LRCXLAM RESEARCH CORP$41.6M0.57%+133,024+215.4%
41PANWPALO ALTO NETWORKS INC$40.0M0.55%+50,952+24.8%
42CATCATERPILLAR INC$38.3M0.52%+20,685+61.7%
43FNVFRANCO NEV CORP$38.3M0.52%+77,000+98.7%
44BBARRICK MNG CORP$37.1M0.51%+261,012+40.0%
45BKNGBOOKING HOLDINGS INC$37.1M0.51%+3,093+25.0%
46PHPARKER-HANNIFIN CORP$37.0M0.51%+23,891+136.9%
47WPMWHEATON PRECIOUS METALS CORP$36.4M0.50%+123,025+79.4%
48EMREMERSON ELEC CO$36.3M0.50%+165,428+148.3%
49AMDADVANCED MICRO DEVICES INC$35.4M0.49%+41,589+31.4%
50HWMHOWMET AEROSPACE INC$34.5M0.47%+50,488+50.9%
51APHAMPHENOL CORP$32.8M0.45%+116,387+81.5%
52ADIANALOG DEVICES INC$32.5M0.45%+64,947+175.0%
53KLACKLA CORP$31.4M0.43%+7,835+58.0%
54UBERUBER TECHNOLOGIES INC$30.7M0.42%+20,441+5.0%
55STLASTELLANTIS N.V$30.5M0.42%-4,401,872-50.1%
56KGCKINROSS GOLD CORP$30.5M0.42%+325,000+48.1%
57EQXEQUINOX GOLD CORP$28.8M0.39%+1,050,000+110.5%
58NEENEXTERA ENERGY INC$28.7M0.39%+305,606+5444.6%
59AMEAMETEK INC$28.6M0.39%+133,546NEW
60MELIMERCADOLIBRE INC$28.1M0.38%+784+5.1%
61DBDEUTSCHE BK AG$27.3M0.37%-722,514-43.4%
62GFIGOLD FIELDS LTD$25.9M0.35%+162,000+39.5%
63AUANGLOGOLD ASHANTI PLC$25.7M0.35%+74,855+39.4%
64BLKBLACKROCK INC$25.5M0.35%-11,379-29.4%
65GMGENERAL MTRS CO$24.8M0.34%+56,758+20.4%
66RLRALPH LAUREN CORP$24.4M0.33%-10,660-13.0%
67AGIALAMOS GOLD INC$22.2M0.30%+150,000+42.9%
68TJXTJX COS INC NEW$21.9M0.30%+9,002+7.0%
69BSXBOSTON SCIENTIFIC CORP$21.9M0.30%-178,527-34.0%
70WMT2WELLS FARGO & CO$21.7M0.30%-4,000-1.4%
71MUMICRON TECHNOLOGY INC$21.5M0.29%+35,382+127.3%
72ORLAORLA MNG LTD NEW$20.2M0.28%+560,000+80.0%
73NOWSERVICENOW INC$19.8M0.27%+190,000NEW
74CBCHUBB LTD SWITZ$19.4M0.27%-34,098-36.4%
75HO1HOLOGIC INC$19.3M0.27%+140,976+122.6%
76PAASPAN AMERN SILVER CORP$18.5M0.25%+132,500+63.9%
77ROSTROSS STORES INC$18.0M0.25%+83,409NEW
78ACLXGBXARCELLX INC$17.3M0.24%+151,046NEW
79ANETARISTA NETWORKS INC$17.1M0.23%+12,915+10.2%
80JCIJOHNSON CONTROLS INTERNATION$16.7M0.23%+10,792+9.2%
81MSIMOTOROLA SOLUTIONS INC$16.4M0.23%-1,965-4.9%
82TXNTEXAS INSTRS INC$16.3M0.22%-6,477-7.2%
83CSNCSG SYS INTL INC$16.0M0.22%+116,160+139.1%
84GRABGRAB HOLDINGS LIMITED$15.3M0.21%+3,697,656+755.9%
85CGAUCENTERRA GOLD INC$15.2M0.21%+290,000+50.9%
86MCDMCDONALDS CORP$15.1M0.21%-7,194-12.2%
87POH3CARNIVAL PLC$15.1M0.21%+231,500+65.4%
88SSRMSSR MINING IN$14.1M0.19%+210,000+77.8%
89AM6AMICUS THERAPEUTIC$13.6M0.19%+705,453+301.2%
90ALAIR LEASE CORP$13.5M0.19%+102,150+95.9%
91SKESKEENA RES LTD NEW$13.4M0.18%+125,000+38.5%
92EAELECTRONIC ARTS INC$13.3M0.18%+29,156+80.5%
93RSGREPUBLIC SVCS INC$13.3M0.18%-39,353-39.3%
94TXNMTXNM ENERGY INC$13.2M0.18%+192,446+161.2%
95WELLWELLTOWER INC$13.1M0.18%-41,588-38.6%
96K4FONESTREAM INC$12.2M0.17%+509,500NEW
97GTLSCHART INDS INC$11.8M0.16%+32,620+132.2%
98WBDWARNER BROS DISCOVERY INC$11.7M0.16%+285,749+204.1%
99CLCOLGATE PALMOLIVE CO$11.7M0.16%+103,629+295.3%
100WMWASTE MGMT INC DEL$11.6M0.16%-29,296-35.8%
101CRMSALESFORCE INC$11.4M0.16%-290,301-82.5%
102CAHCARDINAL HEALTH INC$11.2M0.15%+50,477+1967.1%
103NDAQNASDAQ INC$11.1M0.15%+4,898+3.9%
104DDOGDATADOG INC$11.1M0.15%+15,907+20.4%
105PRAPROASSURANCE CORP$10.8M0.15%+175,382+66.6%
106FCXFREEPORT MCMORAN INC$10.8M0.15%+75,000+68.2%
107BHFBRIGHTHOUSE FINL INC$10.8M0.15%+47,419+35.5%
108TPRTAPESTRY INC$10.4M0.14%+74,147NEW
109CDECOEUR MNG INC$10.4M0.14%+280,000+101.8%
110RGLDROYAL GOLD INC$10.3M0.14%+18,000+80.0%
111FSMFORTUNA MNG CORP$10.1M0.14%+328,380+47.2%
112FFIVF5 INC$10.1M0.14%-1,442-4.0%
113CWANCLEARWATER ANALYTICS HLDGS I$10.0M0.14%+421,568NEW
114VLTOVERALTO CORP$9.8M0.13%+8,821+8.7%
115MSMORGAN STANLEY$9.7M0.13%+1,453+2.5%
116SNOWSNOWFLAKE INC$9.5M0.13%+63,106+252424.0%
117XYLXYLEM INC$9.3M0.13%-1,890-2.4%
118LHXL3HARRIS TECHNOLOGIES INC$9.3M0.13%+2,096+8.5%
119WATWATERS CORP$9.2M0.13%+31,009NEW
120CEGCONSTELLATION ENERGY CORP$9.1M0.13%+13,720+69.6%
121MRKMERCK & CO INC$8.8M0.12%+26,631+56.8%
122KEYSKEYSIGHT TECHNOLOGIES INC$8.8M0.12%+1,542+5.2%
123PINSPINTEREST INC$8.8M0.12%+69,562+16.9%
124AWKAMERICAN WTR WKS CO INC NEW$8.8M0.12%-2,815-4.1%
125ORCLORACLE CORP$8.8M0.12%-160,829-72.9%
126SPGSIMON PPTY GROUP INC NEW$8.6M0.12%+3,625+8.6%
127PRUPRUDENTIAL FINL INC$8.5M0.12%+6,325+7.8%
128AAUCALLIED GOLD CORP$8.5M0.12%+274,683NEW
129PGPROCTER & GAMBLE CO$8.5M0.12%-38,676-39.6%
130DEDEERE & CO$8.4M0.11%-3,306-18.2%
131NUNU HLDGS LTD$8.3M0.11%HELD
132IAUXI-80 GOLD CORP$8.3M0.11%+2,200,000+66.7%
133CCITIGROUP INC$8.3M0.11%+5,000+7.4%
134ALRM 2.25 06/01/29ALARM COM HLDGS INC$8.3M0.11%HELD
135CNLCOLLECTIVE MINING LTD$8.2M0.11%+220,000+88.0%
136HALHALLIBURTON CO$8.2M0.11%+210,000NEW
137BTGB2GOLD CORP$8.2M0.11%+650,000+56.5%
138EXKENDEAVOUR SILVER CORP$8.1M0.11%+266,000+44.3%
139NTRSNORTHERN TR CORP$7.9M0.11%+5,005+9.7%
140ROKROCKWELL AUTOMATION INC$7.8M0.11%+20,115+1241.7%
141ADBEADOBE INC$7.7M0.11%+3,055+10.7%
142TRVTRAVELERS COMPANIES INC$7.6M0.10%-1,771-6.3%
143OROR ROYALTIES INC.$7.6M0.10%+110,000+122.2%
144ITWILLINOIS TOOL WKS INC$7.6M0.10%+2,087+7.7%
145ACNACCENTURE PLC IRELAND$7.4M0.10%-11,427-22.9%
146GLWCORNING INC$7.2M0.10%+52,373+14548.1%
147ODVOSISKO DEVELOPMENT CORP$7.1M0.10%+800,000+57.1%
148VLOVALERO ENERGY CORP$7.1M0.10%+28,702NEW
149FASTFASTENAL CO$7.1M0.10%+13,789+9.9%
150HUBSHUBSPOT INC$7.1M0.10%+9,959+52.3%
151SPGIS&P GLOBAL INC$7.0M0.10%+1,732+11.7%
152DCDAKOTA GOLD CORP$7.0M0.10%+850,000+154.5%
153FTVFORTIVE CORP$6.8M0.09%+10,363+9.2%
154HASIHA SUSTAINABLE INFRA CAP INC$6.7M0.09%-36,000-16.4%
155VRTVERTIV HOLDINGS CO$6.6M0.09%-12,594-32.2%
156TAT&T INC$6.5M0.09%+38,917+20.9%
157ADSKAUTODESK INC$6.5M0.09%+3,465+14.6%
158TERTERADYNE INC$6.5M0.09%+21,895NEW
159DHRDANAHER CORP DEL$6.5M0.09%-70,058-67.3%
160ARMARM HOLDINGS PLC$6.3M0.09%+16,201+62.9%
161CFCF INDUSTRIES HOLD$6.3M0.09%+351+0.7%
162XYZBLOCK INC$6.3M0.09%-1,661-1.6%
163430TERNS PHARMACEUTICALS INC$6.2M0.09%+118,449NEW
164CHDCHURCH & DWIGHT CO INC$6.2M0.09%+5,422+8.9%
165CDNSCADENCE DESIGN SYSTEM INC$6.2M0.08%-3,115-12.3%
166VICIVICI PPTYS INC$6.1M0.08%+21,591+10.7%
167GROYGOLD ROYALTY CORP$6.1M0.08%+800,000+88.9%
168SYKSTRYKER CORPORATION$5.9M0.08%HELD
169TRMBTRIMBLE INC$5.9M0.08%+7,302+8.8%
170EQIXEQUINIX INC$5.7M0.08%+374+6.8%
171MASIMASIMO CORP$5.7M0.08%+31,950NEW
172PGRPROGRESSIVE CORP$5.7M0.08%-10,199-26.3%
173CLXCLOROX CO DEL$5.6M0.08%+6,514+13.6%
174VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$5.5M0.08%HELD
175DXCM 0.375 05/15/28DEXCOM INC$5.5M0.08%-2,500,000-29.4%
176INTUINTUIT$5.4M0.07%+1,948+18.5%
177HDHOME DEPOT INC$5.4M0.07%+9,913+147.8%
178MSCIMSCI INC$5.4M0.07%+463+4.9%
179QGENQIAGEN NV$5.3M0.07%+133,161NEW
180DISDISNEY WALT CO$5.3M0.07%+1,707+3.2%
181GILDGILEAD SCIENCES INC$5.3M0.07%+4,118+12.2%
182CCEPCOCA-COLA EUROPACIFIC PARTNE$5.3M0.07%-4,265-6.9%
183AVBAVALONBAY CMNTYS INC$5.2M0.07%+5,826+22.2%
184BEPBROOKFIELD RENEWABLE ENERGY$5.2M0.07%+105,599+194.5%
185ECLECOLAB INC$5.2M0.07%+9,208+88.6%
186IHSIHS HOLDING LIMITED$5.1M0.07%+619,798NEW
187SDASEALED AIR CORP NEW$5.0M0.07%+39,543+49.6%
188ABTABBOTT LABORATORIES$4.8M0.07%+3,931+9.1%
189DLRDIGITAL RLTY TR INC$4.8M0.07%+2,107+8.7%
190APOAPOLLO GLOBAL MGMT INC$4.7M0.06%+3,228+8.2%
191CITHE CIGNA GROUP$4.7M0.06%+1,041+6.3%
192UNHUNITEDHEALTH GROUP INC$4.7M0.06%+2,077+13.6%
193LOGILOGITECH INTL S A$4.7M0.06%+51,843NEW
194OTISOTIS WORLDWIDE CORP$4.7M0.06%+6,511+12.1%
195DXCMDEXCOM INC$4.6M0.06%-24,693-25.0%
196ADPAUTOMATIC DATA PROCESSING IN$4.6M0.06%+2,225+10.8%
197SEMSELECT MED HLDGS CORP$4.6M0.06%+282,497NEW
198NXPINXP SEMICONDUCTORS N V$4.5M0.06%+2,626+12.9%
199MCWMISTER CAR WASH INC$4.5M0.06%+648,400NEW
200BKRBAKER HUGHES COMPANY$4.5M0.06%+6,655+10.0%
201AAGILENT TECHNOLOGIES INC$4.5M0.06%+5,217+15.4%
202QCOMQUALCOMM INC$4.4M0.06%+2,553+8.0%
203MRVLMARVELL TECHNOLOGY INC$4.4M0.06%-2,952-6.2%
204PFGPRINCIPAL FINANCIAL GROUP IN$4.4M0.06%+3,716+8.2%
205MPWRMONOLITHIC PWR SYS INC$4.4M0.06%-1,766-30.7%
206JNJJOHNSON & JOHNSON$4.4M0.06%+485+2.7%
207NFGCNEW FOUND GOLD CORP$4.3M0.06%+2,331,900NEW
208PEPPEPSICO INC$4.2M0.06%+27,212NEW
209INTCINTEL CORP$4.2M0.06%-54,451-36.5%
210TFCTRUIST FINL CORP$4.2M0.06%+9,572+11.8%
211VRSKVERISK ANALYTICS INC$4.1M0.06%+841+4.0%
212STESTERIS PLC$4.1M0.06%+1,589+9.4%
213HLTHILTON WORLDWIDE HLDGS INC$4.1M0.06%-535-3.5%
214GISGENERAL MILLS INC$4.1M0.06%+104,924+2623.1%
215FERGFERGUSON ENTERPRISES INC$4.0M0.05%+1,902+12.6%
216ALLALLSTATE CORP$3.9M0.05%+1,001+5.6%
217HPQHP INC$3.9M0.05%+26,339+14.9%
218DAWNGBXDAY ONE BIOPHARMACEUTICALS I$3.8M0.05%+179,495NEW
219PYPLPAYPAL HLDGS INC$3.8M0.05%-18,111-17.6%
220BSYBENTLEY SYS INC$3.8M0.05%+47,273+76.3%
221GWWWW GRAINGER INC$3.8M0.05%+249+7.7%
222FERFERROVIAL SE$3.8M0.05%-331,718-84.9%
223FTNTFORTINET INC$3.7M0.05%-45-0.1%
224MMYTMAKEMYTRIP LIMITED MAURITIUS$3.7M0.05%-9,078-8.3%
225PAYXPAYCHEX INC$3.7M0.05%+7,991+24.8%
226KDPKEURIG DR PEPPER INC$3.7M0.05%+16,399+13.3%
227FSLRFIRST SOLAR INC$3.6M0.05%-36,510-66.4%
228IDXXIDEXX LABS INC$3.6M0.05%-666-9.3%
229NXTNEXTPOWER INC$3.4M0.05%-30,085-51.3%
230PLDPROLOGIS INC.$3.4M0.05%-1,402-5.2%
231TALKTALKSPACE INC$3.4M0.05%+652,800NEW
232EHABUSDENHABIT INC$3.3M0.05%+236,433NEW
233TTTRANE TECHNOLOGIES PLC$3.3M0.05%-15,183-65.1%
234EWCZEUROPEAN WAX CENTER INC$3.3M0.05%+570,067NEW
235BALLBALL CORP$3.3M0.04%HELD
236TCOM 0.75 06/15/29TRIP COM GROUP LTD$3.1M0.04%HELD
237CCOCLEAR CHANNEL OUTDOOR HLDGS$3.0M0.04%+1,271,940NEW
238BVEDIAMOND HILL INVT GROUP INC$3.0M0.04%+4,200+31.8%
239ONTFON24 INC$3.0M0.04%+365,400NEW
240CLHCLEAN HARBORS INC$3.0M0.04%-480-4.5%
241NGNOVAGOLD RESOURCES INC$2.9M0.04%+325,000NEW
242STKLSUNOPTA INC$2.9M0.04%+450,000NEW
243IMXIINTERNATIONAL MONEY EXPRESS$2.9M0.04%+74,941+69.4%
244MTWMANITOWOC CO INC$2.9M0.04%-2,393-1.0%
245SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$2.8M0.04%+1,000,000+40.0%
246T86TRI POINTE HOMES INC$2.7M0.04%+58,500NEW
247SPOTSPOTIFY TECHNOLOGY S A$2.6M0.04%-19,831-78.3%
248SBSCOMPANHIA DE SANEAMENTO BASI$2.6M0.04%+2,427+3.0%
249IFFINTERNATIONAL FLAVORS&FRAGRA$2.6M0.04%HELD
250UBSUBS GROUP AG$2.5M0.03%-19,867-23.0%
251IBNICICI BANK LIMITED$2.4M0.03%HELD
252BIPCBROOKFIELD INFRASTRUCTURE CO$2.3M0.03%+58,650NEW
253CMECME GROUP INC$2.3M0.03%-10,164-56.6%
254MNSTMONSTER BEVERAGE CORP NEW$2.3M0.03%+31,184NEW
255FONRFONAR CORP$2.2M0.03%+118,800NEW
256CCJCAMECO CORP$2.2M0.03%+17,670+688.9%
257GLDDGREAT LAKES DREDGE & DOCK CO$2.2M0.03%+128,598NEW
258ITRIITRON INC$1.9M0.03%-6,821-23.9%
259WYWEYERHAEUSER CO$1.9M0.03%-5,048-6.0%
260GRFSGRIFOLS S A$1.9M0.03%HELD
261SLABSILICON LABORATORIES INC$1.9M0.03%+9,120NEW
262SRGSERITAGE GROWTH PPTYS$1.7M0.02%HELD
263TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.7M0.02%+1,609+21.8%
264UPSUNITED PARCEL SVCS INC$1.6M0.02%-2,000-11.1%
265PFEPFIZER INC$1.5M0.02%-1,399-2.5%
266OLPXOLAPLEX HLDGS INC$1.5M0.02%+731,100NEW
267AMTAMERICAN TOWER CORP$1.4M0.02%-744-8.5%
268LNSRLENSAR INC$1.3M0.02%+29,813+16.2%
269DSGRDISTRIBUTION SOLUTIONS GRP I$1.2M0.02%+46,575NEW
270BRKRBRUKER CORP$1.2M0.02%+33,935NEW
271CSLCARLISLE COS INC$1.1M0.02%-2,142-39.2%
272GFLGFL ENVIRONMENTAL INC$1.1M0.01%-18,255-41.6%
273RNWRENEW ENERGY GLOBAL PLC$979K0.01%HELD
274HPEHEWLETT PACKARD ENTERPRISE C$952K0.01%+25,000+166.7%
275ARRYARRAY TECHNOLOGIES INC$900K0.01%+124,869NEW
276MARMARRIOTT INTL INC NEW$784K0.01%+2,403NEW
277THCTENET HEALTHCARE CORP$712K0.01%HELD
278AZOAUTOZONE INC$671K0.01%+200NEW
279IVTINVENTRUST PPTYS CORP$630K0.01%HELD
280PLTRPALANTIR TECHNOLOGIES INC$613K0.01%+597+14.4%
281HSTHOST HOTELS & RESORTS INC$606K0.01%HELD
282CDPCOPT DEFENSE PROPERTIES$603K0.01%-1,253-6.0%
2832KZ0KEZAR LIFE SCIENCES INC$597K0.01%+80,400NEW
284NNNNNN REIT INC$596K0.01%+319+2.3%
285WPCWP CAREY INC$595K0.01%+8,758NEW
286MICCMAGNUM ICE CREAM CO NV$592K0.01%-189-0.5%
287SBRASABRA HEALTH CARE REIT INC$581K0.01%-1,661-5.2%
288SKTTANGER INC$580K0.01%-612-3.5%
289REGREGENCY CTRS CORP$577K0.01%-479-5.9%
290OHIOMEGA HEALTHCARE INVS INC$576K0.01%-789-5.7%
291JHGJANUS HENDERSON GROUP PLC$575K0.01%+11,200NEW
292CTRECARETRUST REIT INC$571K0.01%-1,561-9.1%
293IRDMIRIDIUM COMMUNICATIONS INC$567K0.01%+20,438NEW
294VTRVENTAS INC$566K0.01%+6,922NEW
295BRXBRIXMOR PPTY GROUP INC$565K0.01%-1,769-8.3%
296ESSESSEX PPTY TR INC$561K0.01%+2,320NEW
297STAGSTAG INDUSTRIAL INC$554K0.01%+15,371NEW
298ELSEQUITY LIFESTYLE PROPERTIES$551K0.01%-54,876-86.1%
299EPRTESSENTIAL PPTYS RLTY TR INC$539K0.01%-2,095-10.5%
300PERFPERFECT CORP$507K0.01%+300,000NEW
301JLLJONES LANG LASALLE INC$506K0.01%-71-4.1%
302IBMINTERNATIONAL BUSINESS MACHS$498K0.01%-1,856-47.1%
303CMICUMMINS INC$492K0.01%-72-7.3%
304EPREPR PPTYS$492K0.01%-74-0.7%
305KMIKINDER MORGAN INC DEL$489K0.01%+799+5.8%
306OKEONEOK INC NEW$486K0.01%HELD
307PBAPEMBINA PIPELINE CORP$477K0.01%+1,110+11.6%
308CBRECBRE GROUP INC$477K0.01%-229-6.1%
309ETRENTERGY CORP NEW$475K0.01%+63+1.5%
310BMOBANK MONTREAL MEDIUM$474K0.01%+3,500NEW
311LOWLOWES COS INC$473K0.01%-264-11.7%
312NJRNEW JERSEY RES CORP$467K0.01%+420+5.2%
313NWNNORTHWEST NAT HLDG CO$461K0.01%HELD
314TRPTC ENERGY CORP$459K0.01%+154+2.1%
315RYROYAL BK CDA$457K0.01%-285-9.1%
316EDCONSOLIDATED EDISON INC$451K0.01%+111+2.9%
317UNFIUNITED NAT FOODS INC$449K0.01%+2,500+33.3%
318EXCEXELON CORP$447K0.01%+560+6.5%
319OGSONE GAS INC$442K0.01%+327+6.8%
320SRSPIRE INC$431K0.01%HELD
321CPCANADIAN PACIFIC KANSAS CITY$429K0.01%+216+4.1%
322UNPUNION PAC CORP$420K0.01%+87+5.3%
323KRCKILROY REALTY CORP$412K0.01%+14,615NEW
324STNSTANTEC INC$409K0.01%+250+5.6%
325CNICANADIAN NATL RY CO$408K0.01%-100-2.5%
326PEGPUBLIC SVC ENTERPRISE GROUP$407K0.01%+30+0.6%
327MCOMOODYS CORP$406K0.01%-29-3.0%
328RNAATRIUM THERAPEUTICS INC$397K0.01%+29,698NEW
329NSCNORFOLK SOUTHN CORP$395K0.01%+87+6.7%
330BKBANK NEW YORK MELLON CORP$384K0.01%-96-2.9%
331SBACSBA COMMUNICATIONS CORP$375K0.01%+175+8.7%
332BWMNBOWMAN CONSULTING GROUP LTD$369K0.01%HELD
333GRNDGRINDR INC$363K0.00%HELD
334TTEKTETRA TECH INC NEW$360K0.00%HELD
335BNTXBIONTECH SE$360K0.00%HELD
336VRSNVERISIGN INC$351K0.00%+39+2.8%
337DARDARLING INGREDIENTS INC$339K0.00%+5,500NEW
338ACMAECOM$338K0.00%-52-1.3%
339PLPLANET LABS PBC$334K0.00%-500-4.0%
340TSNTYSON FOODS INC$320K0.00%HELD
341HONHONEYWELL INTL INC$313K0.00%-328-19.1%
342REGNREGENERON PHARMACEUTICALS$303K0.00%-2,806-86.4%
343GILGILDAN ACTIVEWEAR INC$284K0.00%-616-10.7%
344MGAMAGNA INTL INC$284K0.00%-39-0.8%
345CAGCONAGRA BRANDS INC$275K0.00%HELD
346NTRNUTRIEN LTD$270K0.00%-118-3.2%
347SFMSPROUTS FMRS MKT INC$269K0.00%-500-12.5%
348IRINGERSOLL RAND INC$268K0.00%+1,194+55.5%
349EMNEASTMAN CHEM CO$267K0.00%+500+16.7%
350CSCOCISCO SYS INC$265K0.00%-926-21.3%
351ONTMONTROSE ENVIRONMENTAL GROUP$262K0.00%-1,000-7.7%
352NKENIKE INC$251K0.00%-132,469-96.0%
353PNCPNC FINL SVCS GROUP INC$249K0.00%+87+7.8%
354MRNAMODERNA INC$241K0.00%-1,000-16.7%
355BMIBADGER METER INC$228K0.00%-800-34.8%
356LDOSLEIDOS HOLDINGS INC$213K0.00%+44+3.3%
357HSYHERSHEY CO$211K0.00%+1,015NEW
358BRK/BBERKSHIRE HATHAWAY INC DEL$206K0.00%HELD
359STTSTATE STR CORP$205K0.00%-75-4.4%
360PNRPENTAIR PLC$198K0.00%-74-3.2%
361DELLDELL TECHNOLOGIES INC$194K0.00%-288-19.2%
362ZTSZOETIS INC$187K0.00%-1,968-55.5%
363URIUNITED RENTALS INC$187K0.00%+21+8.9%
364JBLJABIL INC$186K0.00%+718+2475.9%
365TXTTEXTRON INC$181K0.00%HELD
366FLUTFLUTTER ENTMT PLC$179K0.00%-34,366-94.5%
367MDLZMONDELEZ INTL INC$173K0.00%+3,000NEW
368LNTHLANTHEUS HLDGS INC$165K0.00%HELD
369PODDINSULET CORP$156K0.00%HELD
370ICLRICON PLC$137K0.00%HELD
371CPBTHE CAMPBELLS COMPANY$111K0.00%HELD
372APDAIR PRODUCTS AND CHEMICALS I$102K0.00%HELD
373CHKPCHECK POINT SOFTWARE TECH LT$97K0.00%HELD
374CRLCHARLES RIV LABS INTL INC$79K0.00%-67-11.9%
375ALCALCON AG$74K0.00%-192-16.0%
376AMGNAMGEN INC$64K0.00%+182NEW
377UTE0CANTALOUPE INC$40K0.00%HELD
378RTXRTX CORPORATION$29K0.00%HELD
379EIXEDISON INTL$29K0.00%+402NEW
380GRMNGARMIN LTD$29K0.00%+97+346.4%
381YUMYUM BRANDS INC$26K0.00%-14-7.6%
382MDTMEDTRONIC PLC$26K0.00%-110,171-99.7%
383SNASNAP ON INC$25K0.00%-20-22.2%
384NTAPNETAPP INC$25K0.00%+12+5.1%
385ZEOZEO ENERGY CORP$25K0.00%HELD
386OMCOMNICOM GROUP INC$25K0.00%-27-7.5%
387AFLAFLAC INC$25K0.00%+227NEW
388LMTLOCKHEED MARTIN CORP$25K0.00%+4+9.5%
389CMCANADIAN IMPERIAL BANK OF CO$25K0.00%-75-22.3%
390AERAERCAP HOLDINGS NV$25K0.00%+124+221.4%
391TDTORONTO DOMINION BK ONT$24K0.00%-613-70.1%
392EMEEMCOR GROUP INC$24K0.00%+23+230.0%
393GLDMWORLD GOLD TR$24K0.00%HELD
394SYFSYNCHRONY FINANCIAL$24K0.00%+255+277.2%
395MFCMANULIFE FINL CORP$23K0.00%+675NEW
396BNSBANK NOVA SCOTIA B C$23K0.00%+331NEW
397WSMWILLIAMS SONOMA INC$22K0.00%-19-13.9%
398628SEMRUSH HLDGS INC$21K0.00%-208,000-99.2%
399ITTITT INC$18K0.00%HELD
400XOMEXXON MOBIL CORP$17K0.00%HELD
401COPXGLOBAL X FDS$15K0.00%+23+11.1%
402SLBSLB LIMITED$14K0.00%-250-43.1%
403TSLATESLA INC$12K0.00%+7+23.3%
404GDGENERAL DYNAMICS CORP$12K0.00%HELD
405ESLTELBIT SYS LTD$11K0.00%+13NEW
406OREALTY INCOME CORP$11K0.00%+179NEW
407UTHRUNITED THERAPEUTICS CORP DEL$11K0.00%+18NEW
408STXSEAGATE TECHNOLOGY HLDNGS PL$10K0.00%-102-79.7%
409RPRXROYALTY PHARMA PLC$9K0.00%+194NEW
410GENVRGEN DIGITAL INC$9K0.00%HELD
411CARRCARRIER GLOBAL CORPORATION$8K0.00%-16,574-99.0%
412WDCWESTERN DIGITAL CORP$8K0.00%-32-51.6%
413RMDRESMED INC$8K0.00%-3-8.1%
414COINCOINBASE GLOBAL INC$7K0.00%HELD
415BMYBRISTOL-MYERS SQUIBB CO$5K0.00%HELD
416MPMP MATERIALS CORP$4K0.00%+100NEW
417MOALTRIA GROUP INC$4K0.00%+20+40.0%
418ALLEALLEGION PLC$4K0.00%+30NEW
419AMRZAMRIZE LTD$4K0.00%-41-35.3%
420NVONOVO-NORDISK A S$3K0.00%+100NEW
421ELLAUDER ESTEE COS INC$3K0.00%-3,395-98.5%
422THCHTH INTERNATIONAL LIMITED$3K0.00%HELD
423TWLOTWILIO INC$3K0.00%HELD
424ONONON HLDG AG$2K0.00%-433,873-100.0%
425PLUGPLUG PWR INC$2K0.00%+600+271.5%
426GEHCGE HEALTHCARE TECHNOLOGIES I$1K0.00%+15+187.5%
427SWSMURFIT WESTROCK PLC$1K0.00%HELD
428KDKYNDRYL HLDGS INC$4600.00%HELD
429RIGTRANSOCEAN LTD$3840.00%HELD
430NGVTINGEVITY CORP$3700.00%HELD
431KHCKRAFT HEINZ CO$3170.00%+16NEW
432WABWABTEC$2210.00%HELD
433EMBCEMBECTA CORP$920.00%HELD
434ABNB 0 03/15/26AIRBNB INC-18,000,000EXITED
435DAYDAYFORCE INC-255,424EXITED
436RNAGBPAVIDITY BIOSCIENCES INC-162,398EXITED
437JAMFJAMF HLDG CORP-868,718EXITED
438NGDNNEW GOLD INC CDA-1,200,000EXITED
439AVDLAVADEL PHARMACEUTICALS PLC-479,291EXITED
440DECKDECKERS OUTDOOR CORP-88,272EXITED
441FYBRFRONTIER COMMUNCATIONS PARE-204,666EXITED
442SHOPSHOPIFY INC-47,341EXITED
443TGNATEGNA INC-306,721EXITED
444CYBRCYBERARK SOFTWARE LTD-13,096EXITED
445SNPSSYNOPSYS INC-12,253EXITED
446QGENQIAGEN NV-124,380EXITED
4478QRCONFLUENT INC-159,999EXITED
448EXKEXACT SCIENCES CORP-37,590EXITED
449CDTXCIDARA THERAPEUTICS INC-15,000EXITED
450BEPCBROOKFIELD RENEWABLE CORP-76,577EXITED
451CIOCITY OFFICE REIT INC-412,718EXITED
45275ZSOHO HOUSE & CO INC-312,943EXITED
4538ZVASPEN INSURANCE HOLDINGS LTD-69,550EXITED
454DENNDENNYS CORP-390,000EXITED
455GIFIGULF IS FABRICATION INC-180,001EXITED
456QIPTQUIPT HOME MEDICAL CORP-605,880EXITED
457EB4EVENTBRITE INC-480,000EXITED
458BIPBROOKFIELD INFRAST PARTNER-58,914EXITED
459TRIP 0.25 04/01/26TRIPADVISOR INC-2,000,000EXITED
4605TCTRUECAR INC-862,448EXITED
461MRSNMERSANA THERAPEUTICS INC-61,488EXITED
4629HIHILLENBRAND INC-52,000EXITED
463CATBUSDASTRIA THERAPEUTICS INC-108,800EXITED
464FRGEFORGE GLOBAL HOLDINGS INC-30,000EXITED
465INBXINHIBRX BIOSCIENCES INC-15,636EXITED
466RUNSUNRUN INC-47,982EXITED
467HBANHUNTINGTON BANCSHARES INC-50,810EXITED
468GTYGETTY RLTY CORP NEW-21,890EXITED
469ALEXALEXANDER & BALDWIN INC NEW-27,588EXITED
470FCPTFOUR CORNERS PPTY TR INC-24,218EXITED
471KIMKIMCO RLTY CORP-27,480EXITED
472GLPIGAMING & LEISURE PPTYS INC-12,372EXITED
473VNOVORNADO RLTY TR-14,525EXITED
474AWRAMER STATES WTR CO-5,288EXITED
475IQVIQVIA HLDGS INC-1,600EXITED
476TASKTASKUS INC-26,800EXITED
477EWEDWARDS LIFESCIENCES CORP-1,939EXITED
478ERIIENERGY RECOVERY INC-12,000EXITED
479GU9GUESS INC-9,600EXITED
480SOLVSOLVENTUM CORP-1,991EXITED
481VITLVITAL FARMS INC-3,600EXITED
482MCHIISHARES TR-1,500EXITED
483BABAALIBABA GROUP HLDG LTD-295EXITED
484OTEXOPEN TEXT CORP-1,114EXITED
485CTSHCOGNIZANT TECHNOLOGY SOLUTIO-431EXITED
486GENGEN DIGITAL INC-1,009EXITED
487BRBROADRIDGE FINL SOLUTIONS IN-115EXITED
488MAAMID-AMER APT CMNTYS INC-182EXITED
489TSCOTRACTOR SUPPLY CO-469EXITED
490RFREGIONS FINANCIAL CORP NEW-838EXITED
491EBAYEBAY INC.-213EXITED
492BARCLAYS PLC-120,000EXITED
493PLYMPLYMOUTH INDL REIT INC-600EXITED
494CORCENCORA INC-33EXITED
495GRINDR INC-120,000EXITED
496HUBBHUBBELL INC-15EXITED
497TOSTTOAST INC-181EXITED
498NBISNEBIUS GROUP N.V.-80EXITED
499FTITECHNIPFMC PLC-150EXITED
500LIILENNOX INTL INC-12EXITED

Source: SEC EDGAR · accession 0002056088-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.