13F

Investor

Bridgefront Capital, LLC

CIK 0001725690 · filed 2026-05-15 · SEC filing

13F book

$402.3M

Positions

503

316 new · 305 sold

Largest name

1.1%

Take-Two Interactive Softwar

Est. mark

−$7.52M

Price effect on 187 names still held. Flow $12M.
NameTickerSharesValueWeightEst. markChange
Take-Two Interactive Softwar21.7K$4.28M1.1%New
Tpg Inc94.8K$3.84M1.0%New
Constellation Brands, Inc.STZ23.2K$3.48M0.9%$279.4KCut−$1.15M
Broadcom Inc.AVGO11.2K$3.46M0.9%−$33.6KAdded$3.14M
Ovintiv Inc.OVV58.1K$3.45M0.9%New
Kimberly Clark CorpKMB35.6K$3.43M0.9%New
Clorox Co Del32.2K$3.34M0.8%New
Lamb Weston Hldgs Inc74.1K$3.13M0.8%New
Keysight Technologies, Inc.KEYS10.9K$3.08M0.8%New
Eqt CorpEQT47.7K$3.04M0.8%$39.3KAdded$2.83M
Celsius Hldgs Inc81.7K$2.9M0.7%New
Amgen IncAMGN8.23K$2.9M0.7%New
Micron Technology IncMU8.48K$2.87M0.7%$343.5KAdded$996.9K
Host Hotels & Resorts, Inc.HST143.7K$2.75M0.7%New
Agree Rlty Corp36.4K$2.74M0.7%$47.2KAdded$1.73M
Permian Resources CorpPR126.9K$2.7M0.7%$614.8KAdded$1.52M
Cbre Group, Inc.CBRE19.8K$2.68M0.7%−$58KAdded$2.31M
American Intl Group Inc35.5K$2.67M0.7%New
Parker-Hannifin CorpPH2.95K$2.64M0.7%New
Intuitive Surgical IncISRG5.72K$2.64M0.7%−$210.7KAdded$1.51M
Lockheed Martin CorpLMT4.37K$2.64M0.7%New
Rubrik, Inc.RBRK53.5K$2.62M0.7%−$774.8KAdded$465.2K
Linde PlcLIN5.16K$2.56M0.6%New
Applied Matls Inc7.23K$2.47M0.6%New
Cheniere Energy, Inc.LNG8.67K$2.46M0.6%$775KCut−$1.27M
EXPAND ENERGY CorpEXE21.9K$2.4M0.6%−$5.81KAdded$1.3M
General Mtrs Co32.1K$2.39M0.6%−$22.9KAdded$2.12M
Trane Technologies PlcTT5.67K$2.36M0.6%New
Simply Good Foods CoSMPL164.3K$2.36M0.6%New
Crown Hldgs Inc23.2K$2.32M0.6%−$25.5KAdded$1.36M
Royalty Pharma PLCRPRX48.4K$2.32M0.6%New
DuPont de Nemours, Inc.DD50.1K$2.29M0.6%New
Five Below, IncFIVE9.73K$2.22M0.6%$390.2KCut−$1.02M
Bellring Brands, Inc.BRBR133.1K$2.14M0.5%New
Amphenol Corp New16.8K$2.12M0.5%−$40.5KAdded$1.5M
Citigroup Inc18.4K$2.09M0.5%New
Lkq CorpLKQ71.1K$2.09M0.5%−$12.5KAdded$1.64M
Amkor Technology, Inc.AMKR46.2K$2.08M0.5%New
Consolidated Edison IncED18.1K$2.05M0.5%New
Analog Devices IncADI6.45K$2.05M0.5%New
Mastercard IncMA4.08K$2.04M0.5%New
Idacorp IncIDA14.2K$2.03M0.5%New
Capital One Finl Corp10.7K$1.94M0.5%−$317.4KAdded$660.6K
Molson Coors Beverage Co45.1K$1.94M0.5%−$150.9KAdded−$2.56K
Boston Scientific CorpBSX30.6K$1.92M0.5%−$774.8KAdded−$344.2K
Tapestry, Inc.TPR13.5K$1.9M0.5%New
Portland Gen Elec Co35.7K$1.88M0.5%New
News Corp New75.4K$1.88M0.5%−$11KAdded$1.64M
American Tower Corp New10.8K$1.86M0.5%−$20.3KAdded$668.1K
Elanco Animal Health IncELAN76.9K$1.84M0.5%New
Pepsico IncPEP11.8K$1.84M0.5%New
Howmet Aerospace Inc.HWM7.97K$1.84M0.5%$139.2KAdded$714.6K
Thermo Fisher Scientific Inc.TMO3.64K$1.79M0.4%New
Ametek Inc/AME8.27K$1.77M0.4%$20.7KAdded$1.3M
Gen Digital Inc90K$1.7M0.4%New
Mondelez Intl Inc29.4K$1.69M0.4%$111.9KCut−$509.4K
Autodesk, Inc.ADSK7.06K$1.69M0.4%−$399.7KCut−$799.6K
Workiva IncWK27.9K$1.66M0.4%−$303KAdded$679.3K
Dolby Laboratories, Inc.DLB27.5K$1.65M0.4%New
Epr Pptys33K$1.65M0.4%$769Added$1.01M
Chipotle Mexican Grill IncCMG51K$1.63M0.4%New
Johnson Ctls Intl Plc12.4K$1.63M0.4%$94.4KAdded$617K
PENTAIR plcPNR18.6K$1.62M0.4%New
Toro CoTTC17.2K$1.6M0.4%$69KAdded$1.24M
Freshpet, Inc.FRPT26.8K$1.58M0.4%New
ZoomInfo Technologies Inc.GTM261.6K$1.56M0.4%New
Ge Aerospace5.42K$1.54M0.4%−$50.9KAdded$891.2K
Wendys Co220.9K$1.54M0.4%−$304.1KAdded−$300K
Arrow Electrs Inc10.7K$1.53M0.4%New
ServiceNow, Inc.NOW14.5K$1.51M0.4%−$487.4KAdded−$22.1K
Veeva Sys Inc8.6K$1.51M0.4%−$408.9KCut−$1.35M
Axis Cap Hldgs Ltd14.5K$1.47M0.4%−$17.3KAdded$1.14M
Arista Networks, Inc.ANET11.9K$1.47M0.4%−$66.7KAdded$405.9K
Sl Green Rlty Corp39.6K$1.46M0.4%New
Tetra Tech Inc New48.5K$1.46M0.4%−$165.8KCut−$682.5K
Dynatrace, Inc.DT39.4K$1.46M0.4%−$78.5KAdded$920.2K
Eli Lilly & CoLLY1.55K$1.42M0.4%−$102.4KAdded$712.5K
Halliburton CoHAL35K$1.36M0.3%New
Lauder Estee Cos Inc18.9K$1.36M0.3%−$402.5KAdded$79.2K
Elevance Health Inc Formerly4.63K$1.36M0.3%New
Ross Stores, Inc.ROST6.22K$1.35M0.3%$227KCut−$2.14M
Nasdaq, Inc.NDAQ15.7K$1.33M0.3%New
Hf Sinclair CorpDINO20.8K$1.3M0.3%New
Transdigm Group IncTDG1.11K$1.28M0.3%New
Vail Resorts IncMTN9.99K$1.28M0.3%−$24KAdded$570.6K
EMCOR Group, Inc.EME1.73K$1.28M0.3%New
Williams Cos Inc17.5K$1.27M0.3%$221.9KCut$10.8K
Broadridge Finl Solutions In7.8K$1.27M0.3%New
Synopsys IncSNPS3.19K$1.27M0.3%−$92.6KAdded$672.2K
Hunt J B Trans Svcs Inc5.96K$1.26M0.3%$53.1KAdded$675.7K
Apple Inc.AAPL4.96K$1.26M0.3%−$89.7KCut−$1.03M
Cigna GroupCI4.71K$1.26M0.3%−$39.9KCut−$308.3K
Best Buy Co IncBBY19.1K$1.23M0.3%New
Rocket Cos Inc86K$1.22M0.3%−$193.6KAdded$491.2K
Trade Desk, Inc.TTD53.6K$1.22M0.3%−$817.9KCut−$938.2K
Invitation Homes Inc.INVH48.6K$1.21M0.3%New
Broadstone Net Lease, Inc.BNL65.8K$1.2M0.3%New
Genpact Limited31.9K$1.19M0.3%−$167.3KAdded$368.6K
Lyondellbasell Industries N14.7K$1.18M0.3%New
Axon Enterprise, Inc.AXON2.77K$1.17M0.3%New
Schwab Charles Corp12.3K$1.15M0.3%−$49.9KAdded$312.3K
Autoliv IncALV10.9K$1.14M0.3%New
Slm Corp53.1K$1.14M0.3%New
Novartis Ag7.4K$1.13M0.3%New
Paypal Hldgs Inc24.7K$1.12M0.3%−$262.8KAdded−$48.1K
BILL Holdings, Inc.BILL29.2K$1.12M0.3%New
Cleveland-Cliffs Inc New132.2K$1.12M0.3%New
Ss&C Technologies Hldgs Inc16.5K$1.11M0.3%New
OUTFRONT Media Inc.OUT41.9K$1.11M0.3%New
Teradyne, IncTER3.74K$1.11M0.3%$384.6KCut−$803.4K
Biogen Inc.BIIB6.01K$1.1M0.3%New
Avnet IncAVT17.8K$1.09M0.3%$240.5KCut−$822.7K
Fedex CorpFDX3.06K$1.09M0.3%$106.9KAdded$632.6K
Darling Ingredients Inc.DAR17.6K$1.09M0.3%New
Rhythm Pharmaceuticals, Inc.RYTM12.5K$1.09M0.3%New
Ralph Lauren CorpRL3.15K$1.09M0.3%−$30.4KCut−$771.2K
Wells Fargo Co New13.5K$1.08M0.3%New
Atlassian CorpTEAM15.7K$1.07M0.3%−$531.3KAdded$153.9K
Stride, Inc.LRN11.9K$1.05M0.3%New
Affiliated Managers Group In3.76K$1.04M0.3%New
Sandisk CorpSNDK1.62K$1.03M0.3%New
Danaher Corporation5.41K$1.03M0.3%−$111.9KAdded$373.7K
Comfort Sys Usa Inc738$1.02M0.3%New
Albertsons Cos IncACI59K$1.01M0.3%New
Newmont Corp9.25K$1M0.2%New
Doubleverify Hldgs Inc105.3K$1000K0.2%New
Smith A O CorpAOS15.1K$996.9K0.2%New
Nvent Electric PlcNVT8.36K$988.8K0.2%$65.8KAdded$577.6K
Oracle Corp6.69K$984.5K0.2%New
CG Oncology, Inc.CGON14.4K$974.7K0.2%New
XPO, Inc.XPO5.01K$973.9K0.2%$293.6KCut$111.7K
Corpay, Inc.CPAY3.34K$973.1K0.2%New
Dutch Bros Inc.BROS18.8K$954.2K0.2%−$97.8KAdded$387.2K
Tyson Foods, Inc.TSN14.9K$953.6K0.2%New
Scotts Miracle-Gro CoSMG15.6K$948.8K0.2%New
Science Applications Intl Co9.97K$946.2K0.2%New
Advanced Micro Devices IncAMD4.61K$938.2K0.2%−$13.6KAdded$665.8K
United Airls Hldgs Inc10.2K$937.2K0.2%−$140.9KAdded$139.7K
Kyndryl Hldgs Inc69.7K$914.9K0.2%−$260.8KAdded$399.5K
Disney Walt Co9.49K$914.5K0.2%New
Blue Owl Capital Inc99.3K$906.4K0.2%New
American Homes 4 Rent32.4K$905.7K0.2%New
Graphic Packaging Hldg Co91K$904.7K0.2%−$160.7KAdded$432.2K
Carlisle Cos Inc2.7K$900.8K0.2%New
Hilton Worldwide Hldgs Inc2.95K$897.6K0.2%$49.7KCut−$289K
Unitedhealth Group IncUNH3.31K$895.4K0.2%−$197KCut−$583.8K
Epam Sys Inc6.45K$872.8K0.2%−$82.3KAdded$630.2K
Essential Pptys Rlty Tr Inc28.7K$870.9K0.2%$20.1KCut−$155.3K
Alphabet Inc3.01K$863.4K0.2%−$81.1KCut−$816K
Hasbro, Inc.HAS9.1K$851.8K0.2%$84.8KAdded$252.2K
Acuity Inc3K$841.5K0.2%−$212KAdded−$114.8K
Csg Sys Intl Inc10.5K$837K0.2%New
Cognizant Technology Solutio13.6K$835.6K0.2%New
Flowers Foods IncFLO102.5K$835.2K0.2%New
Sherwin Williams CoSHW2.6K$834.7K0.2%−$9.06KCut−$1.7M
Davita Inc.DVA5.38K$827K0.2%New
Advanced Drain Sys Inc Del6K$822.4K0.2%−$46.2KCut−$289.9K
Modine Mfg Co3.78K$819.6K0.2%New
Weyerhaeuser Co Mtn BeWY33.5K$818.1K0.2%New
Beam Therapeutics Inc.BEAM34K$810.6K0.2%New
Haemonetics Corp Mass14.4K$809.5K0.2%−$243.4KAdded−$10.4K
Fortive CorpFTV14.6K$808.9K0.2%New
SharkNinja, Inc.SN7.62K$806.5K0.2%−$16.8KAdded$493.1K
Cvs Health CorpCVS11.2K$806.5K0.2%−$84.7KCut−$627.6K
Solaris Energy Infras Inc14.3K$806K0.2%$150.3KCut−$119.5K
West Pharmaceutical Svsc Inc3.2K$801K0.2%−$78.3KCut−$1.77M
Stryker CorpSYK2.44K$800.1K0.2%New
Adma Biologics, Inc.ADMA88.3K$795.7K0.2%−$188.3KAdded$423.7K
Alliant Energy CorpLNT11.1K$794.3K0.2%New
Patterson Uti Energy IncPTEN72.7K$787.2K0.2%New
Gitlab Inc.GTLB36.2K$783.5K0.2%−$149.9KAdded$429.4K
Ensign Group, IncENSG3.89K$783.4K0.2%New
Shopify Inc.SHOP6.6K$783K0.2%−$128.4KAdded$294.8K
Hubspot IncHUBS3.2K$781.6K0.2%New
Doximity, Inc.DOCS33.5K$781.2K0.2%−$650.8KAdded−$592.3K
PDD Holdings Inc.PDD7.61K$777.9K0.2%New
Woodward, Inc.WWD2.16K$774.2K0.2%New
Dicks Sporting Goods Inc3.89K$771.9K0.2%New
Nrg Energy, Inc.NRG5.28K$771.8K0.2%New
Smucker J M Co8K$771.3K0.2%New
Comcast Corp New26.8K$770.7K0.2%−$31.7KCut−$1.22M
Digi Intl Inc16K$769.9K0.2%New
Samsara Inc.IOT24K$761.7K0.2%New
Smithfield Foods IncSFD27.1K$759K0.2%New
Ultragenyx Pharmaceutical In35.1K$736.1K0.2%New
Snap IncSNAP159.6K$734.3K0.2%−$126.4KAdded$440.4K
Arcelormittal Sa Luxembourg14.1K$732.8K0.2%New
Revolution Medicines Inc7.51K$730.8K0.2%$132.3KCut−$508.2K
Flowserve CorpFLS9.91K$728.3K0.2%$40.9KCut$20.9K
Syndax Pharmaceuticals IncSNDX31.1K$726.5K0.2%$46.4KAdded$311.5K
Agilent Technologies, Inc.A6.31K$719K0.2%−$139.3KCut−$2.55M
Fmc CorpFMC41.7K$718.8K0.2%$139.8KCut−$606.4K
Diageo Plc9.65K$718.2K0.2%New
Virtu Finl Inc16.2K$711.5K0.2%$142.4KAdded$266.3K
Novavax IncNVAX86.9K$707.5K0.2%New
WEX Inc.WEX4.62K$707.5K0.2%$8.26KAdded$404.5K
Guidewire Software, Inc.GWRE4.72K$705.9K0.2%New
Kodiak Gas Svcs Inc11.9K$693.4K0.2%New
Aes CorpAES49.1K$691.6K0.2%−$12.3KCut−$670.6K
Armstrong World Inds Inc New4.19K$691.2K0.2%−$110.3KCut−$175.7K
Immunovant, Inc.IMVT27.8K$690.8K0.2%New
Biohaven Ltd.BHVN81.4K$688.5K0.2%−$108.6KAdded$255.3K
Cboe Global Mkts Inc2.43K$683K0.2%New
Lumen Technologies, Inc.LUMN98.1K$681.8K0.2%New
Berkshire Hathaway Inc Del1.4K$672.3K0.2%New
Netflix IncNFLX6.99K$672K0.2%$16.7KCut−$1.03M
Hinge Health, Inc.HNGE17.2K$662.5K0.2%New
Millicom Intl Cellular S A8.73K$653.9K0.2%New
L3harris Technologies Inc1.89K$653K0.2%New
General Dynamics CorpGD1.89K$648.3K0.2%New
Bruker Corp17.8K$643.6K0.2%New
Upstart Hldgs Inc25K$642.2K0.2%New
Sony Group Corp30.7K$636.1K0.2%−$150.6KCut−$546.2K
Alibaba Group Hldg Ltd5.07K$635.8K0.2%−$76KAdded$108.3K
Silgan Hldgs Inc16.4K$634.5K0.2%New
Fox Corp10.9K$634.5K0.2%New
Genuine Parts CoGPC5.96K$630.3K0.2%New
Adaptive Biotechnologies Cor45.1K$626.2K0.2%−$31KAdded$412.6K
Ford Mtr Co54.1K$623.8K0.2%New
Paccar IncPCAR5.38K$621.6K0.2%New
Rayonier IncRYN29.8K$614.1K0.2%−$26.5KAdded$56.4K
Phillips 66PSX3.35K$610.7K0.2%New
F5, Inc.FFIV2.11K$609.9K0.2%New
American Eagle Outfitters In36.2K$605.1K0.1%New
Lithia Mtrs Inc2.4K$599.1K0.1%−$152.6KAdded−$14.7K
National Storage Affiliates15.9K$598.9K0.1%New
Urban Outfitters IncURBN9.37K$593.5K0.1%New
Amn Healthcare Svcs Inc32.2K$591K0.1%$83.1KCut−$205.9K
Dxc Technology CoDXC46.9K$589.9K0.1%New
Edgewell Pers Care CoEPC27.6K$589.8K0.1%New
Viking Holdings LtdVIK7.96K$585.3K0.1%New
Ramaco Res Inc37.9K$585.2K0.1%New
Herbalife Ltd.HLF39.6K$583.6K0.1%New
Dollar Tree, Inc.DLTR5.33K$583.6K0.1%New
JBT MAREL CorpJBTM4.54K$580.4K0.1%New
Paylocity Hldg Corp5.37K$580.2K0.1%−$89.4KAdded$273.5K
Icici Bank Limited22.4K$579.2K0.1%−$83.2KAdded−$56.9K
PBF Energy Inc.PBF12.2K$578.6K0.1%$249.1KCut$74.7K
Irhythm Technologies IncIRTC4.89K$577.5K0.1%New
Ebay IncEBAY6.31K$574.7K0.1%$24.8KCut−$1.08M
Roku, IncROKU6.06K$573.7K0.1%−$84.1KCut−$215.2K
Core Scientific Inc New37.6K$562.2K0.1%$4.95KAdded$382.2K
Nisource Inc.NI12K$562K0.1%$40.2KAdded$219K
Aptargroup, Inc.ATR4.46K$561.5K0.1%New
Fidelity Natl Information Sv12K$561.2K0.1%−$59.7KAdded$358.1K
Brookfield Corp13.8K$559.2K0.1%New
Expedia Group, Inc.EXPE2.42K$558.8K0.1%−$96.9KAdded$35.2K
Polaris Inc.PII10.2K$557.5K0.1%New
Booking Holdings Inc.BKNG132$555.8K0.1%New
Catalyst Pharmaceuticals Inc22.4K$554.6K0.1%New
Life360 Inc13.6K$553.6K0.1%New
Makemytrip Limited Mauritius14.8K$553.5K0.1%New
Nu Hldgs Ltd38.4K$551.3K0.1%−$90.9KCut−$860.9K
Western Un Co63.1K$550.8K0.1%New
Maplebear Inc.CART14.7K$549.7K0.1%New
Nvidia CorpNVDA3.15K$548.7K0.1%−$38.1KCut−$1.75M
Hormel Foods Corp24.1K$544.8K0.1%−$25.3KCut−$420.9K
Etsy IncETSY10.9K$543.1K0.1%−$59.3KCut−$811.3K
Deere & CoDE963$542.5K0.1%New
ExlService Holdings, Inc.EXLS17.8K$541.2K0.1%New
Embraer S.A.EMBJ9.1K$540.1K0.1%−$45.8KCut−$90.6K
Allegiant Travel CoALGT6.65K$539.2K0.1%New
Garmin LtdGRMN2.32K$537.8K0.1%New
Fti Consulting, IncFCN3.04K$536.5K0.1%New
Lumentum Hldgs Inc754$529.9K0.1%$252KCut−$1.01M
ConocophillipsCOP4.01K$529.1K0.1%New
Geo Group Inc NewGEO31.4K$527.1K0.1%New
Golar Lng LtdGLNG9.74K$526.9K0.1%New
Salesforce, Inc.CRM2.82K$526K0.1%New
Lear CorpLEA4.34K$526K0.1%New
Rockwell Automation, IncROK1.46K$523.6K0.1%New
Zoom Communications, Inc.ZM6.43K$516.9K0.1%New
Cracker Barrel Old Ctry Stor18.3K$515.2K0.1%New
Illumina, Inc.ILMN4.17K$514.5K0.1%New
Ww Grainger Inc471$513.8K0.1%New
Celestica IncCLS1.82K$513.5K0.1%New
Pan Amern Silver Corp9.26K$505.7K0.1%New
Helios Technologies, Inc.HLIO7.71K$499K0.1%New
Xometry, Inc.XMTR12.2K$498.7K0.1%−$81.6KAdded$238.1K
Intel CorpINTC11.3K$498.5K0.1%New
Acadia Healthcare Company In21.3K$498.1K0.1%New
Roblox CorpRBLX8.78K$496.3K0.1%−$192.7KAdded−$142K
Takeda Pharmaceutical Co Ltd26.4K$489K0.1%$77.4KCut−$81.2K
Enovix CorpENVX94.3K$488.2K0.1%−$167.8KAdded−$87.6K
Wyndham Hotels & Resorts, Inc.WH5.96K$483.8K0.1%New
NexGen Energy Ltd.NXE41.5K$481.6K0.1%New
Lendingclub CorpHAPN33.4K$478.9K0.1%New
Aar CorpAIR4.36K$477.7K0.1%New
MARRIOTT VACATIONS WORLDWIDE CorpVAC7.33K$477.1K0.1%New
Oge Energy Corp.OGE9.82K$471.1K0.1%$51.7KCut−$1.13M
Vistra Corp.VST3.13K$469.8K0.1%−$34.4KCut−$326.1K
Installed Bldg Prods Inc1.76K$466.4K0.1%$10.1KCut−$629.3K
Healthequity, Inc.HQY5.54K$462.9K0.1%New
Waystar Hldg Corp19.2K$462.8K0.1%New
State Str Corp3.65K$462.1K0.1%New
RTX CorpRTX2.39K$460.5K0.1%New
Aci Worldwide, Inc.ACIW11.1K$453.6K0.1%New
Delek Us Hldgs Inc New9.92K$447.2K0.1%$152.9KCut−$693.1K
lululemon athletica inc.LULU2.91K$445.5K0.1%New
Amazon Com IncAMZN2.13K$443K0.1%−$48KCut−$351K
Microsoft CorpMSFT1.2K$442.4K0.1%−$135.6KCut−$4.83M
Porch Group, Inc.PRCH61.6K$442K0.1%New
Sitime CorpSITM1.27K$440.3K0.1%New
Centene Corp Del13.4K$437.3K0.1%−$112.3KCut−$837.9K
Spyre Therapeutics, Inc.SYRE8.65K$436.4K0.1%New
Costar Group, Inc.CSGP10.8K$435.9K0.1%−$170KAdded$10.8K
Sunrun Inc.RUN31.8K$431K0.1%New
SM Energy CoSM13.8K$429.7K0.1%$164.2KAdded$183.6K
Andersons, Inc.ANDE5.97K$428.5K0.1%New
Graco IncGGG4.97K$421K0.1%New
Ryder Sys Inc2.06K$420.7K0.1%New
Revvity, Inc.RVTY4.79K$419.7K0.1%New
Somnigroup International Inc.SGI5.66K$418.6K0.1%−$87KCut−$343.2K
American Pub Ed Inc7.32K$416.1K0.1%New
Bio Rad Labs Inc1.46K$405.9K0.1%New
Repligen CorpRGEN3.41K$401.6K0.1%New
Teck Resources Ltd7.74K$400.6K0.1%New
Casella Waste Sys Inc5.04K$400.1K0.1%New
Northern Oil & Gas, Inc.NOG13.7K$399K0.1%$105.9KCut−$1.21M
Sysco CorpSYY5.59K$398.8K0.1%New
Power Solutions Intl Inc6.43K$391.7K0.1%New
Cirrus Logic, Inc.CRUS2.7K$390.8K0.1%$70.6KCut−$128.7K
Biocryst Pharmaceuticals IncBCRX40.9K$389.3K0.1%New
Equity ResidentialEQR6.56K$388K0.1%New
Bath & Body Works, Inc.BBWI20.7K$386.9K0.1%New
Snowflake Inc.SNOW2.54K$383.7K0.1%New
Xenon Pharmaceuticals Inc.XENE6.56K$381.7K0.1%New
Alphatec Hldgs Inc35K$380.6K0.1%New
Certara, Inc.CERT66.8K$380.5K0.1%−$36.4KAdded$277.3K
Argan IncAGX698$380.2K0.1%New
Landbridge Company Llc5.49K$378.9K0.1%New
Cactus, Inc.WHD7.9K$374.3K0.1%New
Edgewise Therapeutics, Inc.EWTX11.8K$372K0.1%New
Cogent Communications Hldgs19.7K$372K0.1%−$53.7KCut−$602.5K
Qiagen Nv Ord Shares9.27K$371.1K0.1%New
Planet Fitness, Inc.PLNT4.98K$370.3K0.1%−$169.7KCut−$213.6K
Tenet Healthcare CorpTHC1.95K$368.6K0.1%New
Ocular Therapeutix, IncOCUL43.4K$367.2K0.1%New
MSCI Inc.MSCI681$367.1K0.1%−$23.6KCut−$530.2K
Brookfield Asset Managmt Ltd8.21K$365K0.1%New
Unity Software Inc.U16.6K$364.7K0.1%New
Brookdale Sr Living Inc26.5K$361.9K0.1%New
American Finl Group Inc Ohio2.83K$361.3K0.1%−$17.1KAdded$100.9K
Mercury Sys Inc4.91K$358.3K0.1%New
Price T Rowe Group IncTROW3.97K$357.9K0.1%−$48.6KCut−$383.9K
Equinix IncEQIX364$356.8K0.1%New
Global-E Online Ltd.GLBE11.5K$353.7K0.1%−$90KAdded−$64.7K
Rexford Indl Rlty Inc10.8K$353K0.1%New
Block H & R Inc11.1K$352.6K0.1%−$131.5KCut−$1.37M
Lattice Semiconductor CorpLSCC3.78K$350.4K0.1%New
Inspire Med Sys Inc6.77K$349.4K0.1%New
GeneDx Holdings Corp.WGS5.41K$347.6K0.1%New
RXO, Inc.RXO23.7K$346.9K0.1%New
Reddit, Inc.RDDT2.57K$346.1K0.1%−$244.7KCut−$267.9K
Vista Energy S.A.B. De C.V.4.58K$345.7K0.1%New
Relx Plc10.4K$344.7K0.1%New
Nebius Group N.V.NBIS3.31K$343.4K0.1%$66.4KCut−$132.8K
Bausch Plus Lomb Corp21.6K$343.4K0.1%−$25.5KCut−$217.8K
Ati IncATI2.36K$343.1K0.1%New
Unum Group4.68K$341.9K0.1%New
Ambarella IncAMBA6.61K$340.1K0.1%New
Victory Cap Hldgs Inc5.17K$338.7K0.1%New
Stifel Finl Corp4.56K$337.2K0.1%−$234KCut−$706.4K
Sphere Entertainment Co.SPHR2.86K$336K0.1%$63.9KCut−$424.7K
Firstenergy CorpFE6.6K$334.5K0.1%New
Zurn Elkay Water Solns Corp7.42K$332.7K0.1%−$12.2KCut−$859.7K
Meta Platforms, Inc.META580$331.8K0.1%New
Ascendis Pharma A/SASND1.44K$329.8K0.1%New
TechnipFMC PLCFTI4.71K$325.7K0.1%$115.7KCut−$842.8K
Daqo New Energy Corp.DQ15.3K$325.2K0.1%New
Circle Internet Group, Inc.CRCL3.4K$324.4K0.1%$54.8KCut−$32.3K
Astrana Health, Inc.ASTH13.2K$323.8K0.1%New
Taiwan Semiconductor Mfg Ltd957$323.4K0.1%New
Arch Cap Group Ltd3.37K$323.1K0.1%$236Cut−$196.8K
Teva Pharmaceutical Inds Ltd10.7K$322K0.1%New
Sprouts Fmrs Mkt Inc4.17K$321.5K0.1%−$10.6KCut−$912.1K
News Corp New11.3K$321.4K0.1%New
Old Rep Intl Corp8K$319.1K0.1%New
Wesco Intl Inc1.17K$319K0.1%$33.8KCut−$125.7K
Timken CoTKR3.16K$318.2K0.1%New
United Therapeutics Corp Del534$316.7K0.1%$56.5KCut−$1.86M
Sweetgreen, Inc.SG61K$316.3K0.1%New
Warrior Met Coal, Inc.HCC3.38K$314.9K0.1%$16.8KCut−$685.4K
nCino, Inc.NCNO20.9K$313.8K0.1%−$125.2KAdded$12.7K
Evercore Inc.EVR1.05K$312.8K0.1%−$24.7KAdded$111.4K
Roivant Sciences Ltd.ROIV11.2K$310.5K0.1%New
Vera Therapeutics, Inc.VERA7.71K$310.4K0.1%New
BlackRock, Inc.BLK317$304.9K0.1%−$34.4KCut−$960.3K
Albemarle Corp1.69K$303K0.1%$64.3KCut−$122.3K
Tyra Biosciences, Inc.TYRA7.91K$303K0.1%New
Spectrum Brands Hldgs Inc NeSPB4.09K$301.4K0.1%New
Bp Plc6.4K$300.7K0.1%New
Gartner IncIT1.89K$298.8K0.1%−$148.2KAdded−$99.3K
Lam Research CorpLRCX1.39K$297.4K0.1%$59.1KCut−$49.4K
ADTRAN Holdings, Inc.ADTN23.6K$297.1K0.1%$91.9KCut$38.9K
Toyota Motor Corp1.44K$296.4K0.1%New
H2o AmericaHTO4.98K$292.2K0.1%New
Iamgold CorpIAG15.4K$290K0.1%$35.9KCut$6.74K
Mgic Invt Corp Wis11K$289.9K0.1%New
Unilever Plc5.07K$288.7K0.1%−$26.2KAdded$85.4K
Sanmina CorpSANM2.22K$287.3K0.1%−$45.3KCut−$800K
Crocs, Inc.CROX3.42K$284.3K0.1%−$8.56KCut−$242.3K
Bilibili Inc12.6K$284.2K0.1%New
Ouster, Inc.OUST15.3K$280.5K0.1%New
Hamilton Insurance Group, Ltd.HG9.38K$279.8K0.1%New
Credit Accep Corp Mich660$279.5K0.1%New
Jefferies Finl Group Inc6.74K$278K0.1%−$125.6KAdded−$98.1K
Liquidia CorpLQDA7.34K$277.2K0.1%New
UiPath, Inc.PATH24.9K$276.4K0.1%New
Progressive Corp1.39K$276.1K0.1%New
Haleon Plc27.5K$275.1K0.1%New
Axsome Therapeutics, Inc.AXSM1.62K$274.5K0.1%New
Janux Therapeutics, Inc.JANX19.7K$273.7K0.1%New
Zai Lab LtdZLAB14.5K$273.3K0.1%New
Vse Corp1.47K$271.8K0.1%New
Avantor, Inc.AVTR34.5K$270.7K0.1%New
G Iii Apparel Group Ltd9.76K$270.3K0.1%New
Cms Energy Corp3.47K$269.2K0.1%$26.5KCut−$1.5M
Utz Brands, Inc.UTZ33.9K$268.7K0.1%New
Baker Hughes Company4.38K$267.6K0.1%New
Idexx Labs Inc476$267.5K0.1%New
Quanex Bldg Prods Corp14.8K$266.5K0.1%New
National Grid Plc3.11K$263.4K0.1%New
Bloomin' Brands, Inc.BLMN48.7K$262.9K0.1%New
Marathon Pete Corp1.07K$261K0.1%New
Valvoline IncVVV7.75K$261K0.1%New
Southwest Airls Co6.93K$260.3K0.1%New
Beta Bionics, Inc.BBNX25.9K$259.6K0.1%New
Alkermes plc.ALKS7.29K$257.8K0.1%$53.8KCut$51.3K
Sumitomo Mitsui Finl Group I13K$256.4K0.1%New
Scorpio Tankers Inc.STNG3.42K$255.3K0.1%New
Nlight, Inc.LASR4.45K$253.5K0.1%New
Sonos IncSONO18.9K$253.4K0.1%New
Atlas Energy Solutions Inc.AESI19.1K$251.2K0.1%New
Freshworks Inc.FRSH31K$248.9K0.1%New
Rumble Inc48.2K$245.6K0.1%−$58.8KCut−$233.6K
Jones Lang Lasalle IncJLL805$245K0.1%New
Kontoor Brands, Inc.KTB3.48K$244.9K0.1%$32.1KCut−$100.9K
MediaAlpha, Inc.MAX26.2K$243.4K0.1%New
Public Svc Enterprise Grp In2.99K$241.8K0.1%New
Agco Corp2.06K$239K0.1%$23.8KCut−$325.4K
Shell Plc2.57K$239K0.1%New
Commvault Sys Inc3.06K$238.3K0.1%New
Intellia Therapeutics, Inc.NTLA18.5K$237.6K0.1%New
Trimble Inc.TRMB3.63K$236.8K0.1%New
Sonic Automotive IncSAH3.43K$235.1K0.1%New
Ezcorp IncEZPW9.26K$235.1K0.1%New
Kinsale Cap Group Inc688$235.1K0.1%New
Under Armour Inc39.7K$234.6K0.1%New
Klaviyo, Inc.KVYO12K$234K0.1%−$156.5KCut−$273.7K
Aeva Technologies, Inc.AEVA17.8K$233.6K0.1%−$1.43KAdded$75.7K
Floor & Decor Hldgs Inc4.58K$232.8K0.1%−$46.2KCut−$188K
Factset Resh Sys Inc1.07K$231.7K0.1%−$78.2KCut−$474.3K
Amprius Technologies Inc13.6K$228.8K0.1%$121.7KCut$66.2K
Enliven Therapeutics, Inc.ELVN5.8K$227.6K0.1%New
Tango Therapeutics, Inc.TNGX10.9K$227.3K0.1%$131.1KCut$54.8K
Olin CorpOLN7.57K$225.1K0.1%$67.4KCut$5.05K
Equity Lifestyle Pptys IncELS3.6K$224.6K0.1%New
Companhia De Saneamento Basi7.31K$223.1K0.1%New
Southwest Gas Hldgs Inc2.56K$222K0.1%$17.6KCut−$76.3K
Plains Gp Hldgs L P9.14K$221.9K0.1%New
Agios Pharmaceuticals, Inc.AGIO6.55K$221.6K0.1%$43.3KCut−$122.7K
PACS Group, Inc.PACS6.89K$221.4K0.1%New
Crh Plc2.09K$219.3K0.1%New
FIGS, Inc.FIGS14.7K$217.7K0.1%$50.3KCut−$62.5K
Applied Optoelectronics, Inc.AAOI2.56K$216.7K0.1%New
Cadence Design System Inc779$216.5K0.1%New
Ventas, Inc.VTR2.62K$213.9K0.1%New
IDEAYA Biosciences, Inc.IDYA6.36K$212K0.1%−$7.95KCut−$1.04M
Darden Restaurants IncDRI1.07K$210.2K0.1%New
Iqvia Hldgs Inc1.23K$208.9K0.1%New
Symbotic Inc.SYM3.92K$208.8K0.1%New
National Health Invs Inc2.52K$203.9K0.1%New
Fox Corp3.83K$203.5K0.1%New
Black Hills Corp2.92K$202.5K0.1%New
Bank Ozk Little Rock Ark4.41K$202.5K0.1%New
Resideo Technologies, Inc.REZI5.97K$201.4K0.1%New
Ecopetrol S.A.EC13K$195.1K0.0%New
Ke Hldgs Inc12.5K$186.9K0.0%−$9.87KCut−$204.9K
WisdomTree, Inc.WT12.5K$181.7K0.0%New
Phathom Pharmaceuticals, Inc.PHAT15K$166.1K0.0%−$81.9KCut−$115.6K
Personalis, Inc.PSNL25.6K$163.3K0.0%New
Hercules Capital Inc10.7K$158.1K0.0%New
Integra Lifesciences Hldgs C16.8K$158.1K0.0%New
Grindr Inc.GRND13K$157.5K0.0%−$15.5KAdded$13.1K
PagSeguro Digital Ltd.PAGS15.7K$157.3K0.0%New
Schrodinger, Inc.SDGR12.8K$145.8K0.0%New
Par Technology CorpPAR10.9K$145.7K0.0%New
Titan Intl Inc Ill18.9K$130.6K0.0%New
Archer Aviation Inc25.1K$129.6K0.0%−$58.9KCut−$237.9K
Soundhound Ai Inc18.5K$127K0.0%New
Dave & Busters Entmt Inc11K$119.3K0.0%New
DNOW Inc.DNOW10K$119.1K0.0%New
Coursera, Inc.COUR20.2K$117.8K0.0%New
Sprinklr, Inc.CXM18K$107.9K0.0%−$32KCut−$77.2K
ARS Pharmaceuticals, Inc.SPRY12.9K$103.8K0.0%New
Full Truck Alliance Co. Ltd.YMM12.4K$102.7K0.0%New
FTAI Infrastructure Inc.FIP20.7K$102.2K0.0%New
Fortrea Hldgs Inc10.7K$100.6K0.0%New
Nu Skin Enterprises, Inc.NUS13.2K$96.3K0.0%New
Vir Biotechnology, Inc.VIR10.4K$93.4K0.0%New
Wave Life Sciences Ltd.WVE12.1K$88.1K0.0%New
Grocery Outlet Hldg Corp10.1K$71.3K0.0%−$30.9KCut−$61.6K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.