13F

Investor

Catalyst Funds Management Pty Ltd

CIK 0001896150 · filed 2026-05-11 · SEC filing

13F book

$590.6M

Positions

584

403 new · 149 sold

Largest name

3.0%

Apple Inc. · AAPL

Est. mark

$1.44M

Price effect on 181 names still held. Flow $158.3M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL70.9K$18M3.0%−$1.2MAdded−$23.2K
Rio Tinto Plc175.3K$16.4M2.8%$2.32MCut−$7.78M
Arm Holdings Plc90.2K$13.6M2.3%New
Medline Inc.MDLN259.6K$11.6M2.0%New
Cisco Sys Inc118.1K$9.16M1.6%$6.78KAdded$8.23M
Astrazeneca Plc OrdAZN58.9K$9.09M1.5%New
AbbVie Inc.ABBV34.8K$7.57M1.3%New
Teradyne, IncTER25K$7.42M1.3%$493.9KAdded$6.49M
TechnipFMC PLCFTI102K$7.05M1.2%New
Elbit Sys Ltd8.3K$7.05M1.2%New
Exxon Mobil Corp40.9K$6.95M1.2%$1.33MAdded$3.7M
Walmart Inc.WMT55.8K$6.94M1.2%$718.5KCut−$7.9M
Cheniere Energy, Inc.LNG23.4K$6.64M1.1%$1.94MAdded$2.42M
Revolution Medicines Inc66.3K$6.44M1.1%$1.17MCut−$11.4M
Valero Energy Corp24.8K$6.13M1.0%$278.2KAdded$5.59M
Meta Platforms, Inc.META10.5K$6.02M1.0%New
Lpl Finl Hldgs Inc17.1K$5.14M0.9%−$642.3KAdded$1.07M
Sunbelt Rentals Holdings, Inc.SUNB76.8K$5M0.8%New
Woodward, Inc.WWD13.6K$4.85M0.8%New
Vertiv Holdings CoVRT17.9K$4.49M0.8%$1.12MAdded$2.43M
Reddit, Inc.RDDT33.1K$4.46M0.8%−$2.1MAdded−$623.2K
Amrize LtdAMRZ76.6K$4.29M0.7%$38.8KAdded$3.21M
Jpmorgan Chase & Co.14.3K$4.2M0.7%−$392.8KAdded−$306.7K
Broadcom Inc.AVGO13.5K$4.18M0.7%−$494.7KCut−$26.2M
Newmont Corp38.2K$4.13M0.7%New
Ebay IncEBAY45.2K$4.11M0.7%$20.3KAdded$3.66M
Royal Gold IncRGLD15.9K$4.05M0.7%New
Chevron Corp NewCVX19.5K$4.03M0.7%$697.5KAdded$2.07M
Lockheed Martin CorpLMT6.55K$3.96M0.7%$72.4KAdded$3.67M
Corning Inc28.9K$3.93M0.7%New
XPO, Inc.XPO19.6K$3.81M0.6%New
Toast, Inc.TOST143.5K$3.8M0.6%−$861.3KAdded$405.9K
Royalty Pharma PLCRPRX79.1K$3.8M0.6%$738.4KHeld
Credo Technology Group Holdi40.3K$3.78M0.6%−$1.35MAdded−$87.7K
Ftai Aviation Ltd14.9K$3.64M0.6%$716KCut−$3.74M
Full Truck Alliance Co. Ltd.YMM427.6K$3.55M0.6%New
Rayonier IncRYN168.4K$3.47M0.6%New
ConocophillipsCOP26.3K$3.47M0.6%New
Mastec IncMTZ10.4K$3.34M0.6%New
Zoom Communications, Inc.ZM39.8K$3.2M0.5%−$234.8KHeld
Sandisk CorpSNDK4.98K$3.17M0.5%New
Citigroup Inc27.6K$3.13M0.5%−$79.7KAdded$291.7K
United Airls Hldgs Inc34K$3.13M0.5%New
SharkNinja, Inc.SN27.5K$2.91M0.5%New
Altria Group, Inc.MO43.6K$2.88M0.5%New
Ferguson Enterprises Inc12.3K$2.87M0.5%$129.7KAdded$150.4K
Kimberly Clark CorpKMB29.5K$2.85M0.5%New
Alphabet Inc9.9K$2.84M0.5%−$266.7KCut−$2.62M
Moderna, Inc.MRNA55.4K$2.81M0.5%New
Pan Amern Silver Corp51.1K$2.79M0.5%$22.3KAdded$2.38M
Halliburton CoHAL71.4K$2.78M0.5%$84.8KAdded$2.56M
At&T Inc94.9K$2.75M0.5%$188KAdded$1.63M
TransunionTRU39.4K$2.73M0.5%−$435.9KAdded$470.5K
Astera Labs, Inc.ALAB24.4K$2.67M0.5%−$925.2KAdded−$37.4K
Veeva Sys Inc15.1K$2.66M0.4%−$720.2KHeld
Dynatrace, Inc.DT71.6K$2.65M0.4%New
Albemarle Corp14.7K$2.64M0.4%$560.1KCut−$1.98M
Lumentum Hldgs Inc3.74K$2.63M0.4%New
Fiserv IncFISV46.2K$2.58M0.4%New
Bristol-Myers Squibb Co42.1K$2.55M0.4%$35.6KAdded$2.27M
Us Foods Hldg Corp26.6K$2.45M0.4%New
Target CorpTGT20.2K$2.45M0.4%$65.7KAdded$2.18M
Lear CorpLEA20.1K$2.43M0.4%New
T-Mobile Us Inc11.2K$2.35M0.4%New
Verizon Communications IncVZ46.8K$2.35M0.4%New
Cf Inds Hldgs Inc18.1K$2.34M0.4%$210KAdded$2.03M
United Parcel Service IncUPS22.5K$2.21M0.4%New
Biogen Inc.BIIB12K$2.19M0.4%$83.7KAdded$188.2K
Salesforce, Inc.CRM11.7K$2.18M0.4%−$328.6KAdded$1.07M
Applied Indl Technologies In8.2K$2.17M0.4%$70.1KCut$7.16K
Ati IncATI14.7K$2.14M0.4%$64.5KAdded$1.9M
S&P Global Inc.SPGI4.99K$2.12M0.4%−$93.4KAdded$1.62M
Millicom Intl Cellular S A28.1K$2.11M0.4%New
United Rentals, Inc.URI2.87K$2.09M0.4%−$29.1KAdded$1.8M
Bank America Corp42.7K$2.08M0.4%−$254.4KAdded−$157.1K
Lyondellbasell Industries N25.2K$2.03M0.3%New
Lightwave Logic, Inc.LWLG286K$2.01M0.3%$769.2KAdded$1.35M
Eog Res Inc13.6K$1.96M0.3%New
GLOBALFOUNDRIES Inc.GFS43.7K$1.94M0.3%$417.8KHeld
Hecla Mng Co101.1K$1.88M0.3%−$56.6KCut−$814.6K
Johnson Ctls Intl Plc14.4K$1.88M0.3%$161KCut−$632.1K
Rocket Lab CorpRKLB29.3K$1.88M0.3%−$82.5KAdded$839.4K
Laureate Education, Inc.LAUR53.5K$1.86M0.3%$32.2KAdded$938K
Affirm Hldgs Inc40.6K$1.86M0.3%−$775.3KAdded−$156.8K
Lazard, Inc.LAZ43.5K$1.85M0.3%−$176.4KAdded$439.6K
Eli Lilly & CoLLY2K$1.84M0.3%New
NexGen Energy Ltd.NXE158.2K$1.84M0.3%$268.8KAdded$804.7K
Southstate Bk Corp19.8K$1.83M0.3%−$31.5KHeld
Ge Aerospace6.42K$1.82M0.3%New
Adobe Inc.ADBE7.48K$1.82M0.3%−$166.8KAdded$1.27M
Wells Fargo Co New22.8K$1.81M0.3%−$289.5KAdded−$170.6K
Tenet Healthcare CorpTHC9.48K$1.79M0.3%New
Macom Tech Solutions Hldgs I8.04K$1.79M0.3%New
Slb Limited/NvSLB33.1K$1.7M0.3%New
Coeur Mng Inc89.1K$1.67M0.3%$40.1KAdded$910.3K
Visa Inc.V5.5K$1.66M0.3%−$240.4KAdded−$75.7K
Versant Media Group, Inc.VSNT44.9K$1.66M0.3%New
Mastercard IncMA3.29K$1.64M0.3%−$156.7KAdded$385.9K
Moog Inc5.6K$1.64M0.3%$142.4KAdded$932.5K
Packaging Corp Amer7.68K$1.63M0.3%New
Netflix IncNFLX16.9K$1.62M0.3%New
Amcor Plc Com New40.3K$1.6M0.3%New
Paycom Software, Inc.PAYC13.2K$1.6M0.3%New
Infosys LtdINFY116.7K$1.58M0.3%New
First Ctzns Bancshares Inc D836$1.58M0.3%−$218.6KCut−$248.7K
Brightspring Health Svcs Inc36.8K$1.57M0.3%$189.9KHeld
Wix.com Ltd.WIX17.4K$1.57M0.3%New
General Mtrs Co20.9K$1.56M0.3%−$81.2KAdded$589.2K
Markel Group Inc.MKL800$1.53M0.3%−$188.5KHeld
Mueller Inds Inc13.6K$1.51M0.3%−$45.2KAdded$209.6K
Analog Devices IncADI4.71K$1.5M0.3%New
Nextpower Inc.NXT12.4K$1.5M0.3%New
C. H. Robinson Worldwide, Inc.CHRW8.95K$1.49M0.3%New
Consolidated Edison IncED13.1K$1.48M0.3%$174.6KAdded$229.8K
Essential Utils Inc35.8K$1.44M0.2%$14.5KAdded$1.15M
Ss&C Technologies Hldgs Inc21K$1.42M0.2%−$416.9KCut−$478K
Fastenal CoFAST30.5K$1.41M0.2%New
Johnson & JohnsonJNJ5.74K$1.4M0.2%New
Pegasystems IncPEGA32.8K$1.4M0.2%New
Kroger CoKR19.2K$1.39M0.2%New
Bank New York Mellon Corp11.5K$1.36M0.2%$11.4KAdded$842.1K
Electronic Arts Inc.EA6.67K$1.36M0.2%−$576Added$1.1M
Travelers Companies, Inc.TRV4.65K$1.36M0.2%$1.75KAdded$1.04M
BWX Technologies, Inc.BWXT6.6K$1.35M0.2%New
Unum Group18.2K$1.33M0.2%−$16.1KAdded$1.05M
Carpenter Technology CorpCRS3.37K$1.33M0.2%New
Aflac IncAFL11.9K$1.31M0.2%−$6.68KCut−$510.8K
Solstice Advanced Matls Inc17.1K$1.3M0.2%$225.5KAdded$907K
Smucker J M Co13.5K$1.3M0.2%New
Popular Inc9.67K$1.3M0.2%$82KAdded$238.9K
Oneok Inc /New/OKE14.1K$1.27M0.2%New
Hubspot IncHUBS5.08K$1.24M0.2%−$534.5KAdded−$124.4K
Cigna GroupCI4.59K$1.22M0.2%New
Tradeweb Mkts Inc10.4K$1.22M0.2%$105.2KHeld
FabrinetFN2.32K$1.21M0.2%New
Western Digital CorpWDC4.45K$1.2M0.2%New
Docusign, Inc.DOCU25.2K$1.19M0.2%−$75.6KAdded$948.5K
Clear Channel Outdoor Hldgs502.8K$1.19M0.2%$39.7KAdded$642.7K
Wec Energy Group, Inc.WEC10.1K$1.17M0.2%New
Ford Mtr Co99.5K$1.15M0.2%New
Berkley W R Corp17.2K$1.14M0.2%New
I-80 Gold Corp740K$1.12M0.2%$14.8KAdded$764.6K
Modine Mfg Co5.17K$1.12M0.2%$289.1KAdded$657.5K
Marathon Pete Corp4.55K$1.11M0.2%$146.8KAdded$819.3K
Hershey CoHSY5.32K$1.11M0.2%New
American Finl Group Inc Ohio8.6K$1.1M0.2%New
Ovintiv Inc.OVV18.2K$1.08M0.2%New
Equity Lifestyle Pptys IncELS16.9K$1.05M0.2%New
Comcast Corp New36.4K$1.05M0.2%−$14.2KAdded$686.4K
Mckesson CorpMCK1.18K$1.02M0.2%$12.6KAdded$790.6K
Paychex IncPAYX11K$1.02M0.2%New
Qxo Inc52.4K$1.02M0.2%$6.81KHeld
Match Group Inc New33.1K$1.02M0.2%New
American Homes 4 Rent35.6K$994K0.2%New
HCA Healthcare, Inc.HCA2.07K$981.5K0.2%$12.3KAdded$85.1K
BXP, Inc.BXP18.9K$980.9K0.2%New
Noble Corp Plc20K$980.6K0.2%$258.3KAdded$630.4K
Uber Technologies, IncUBER13.6K$979K0.2%New
Berkshire Hathaway Inc Del2.04K$977.1K0.2%New
Ultra Clean Hldgs Inc15.7K$976.2K0.2%New
GE Vernova Inc.GEV1.12K$974.2K0.2%$131.6KAdded$582K
CareTrust REIT, Inc.CTRE25.2K$923K0.2%New
BorgWarner IncBWA16.9K$917K0.2%$155.5KCut−$1.84M
Baxter Intl Inc54.3K$912.2K0.2%New
Sitime CorpSITM2.61K$902.4K0.2%New
Northrop Grumman Corp1.3K$889K0.2%New
InterDigital, Inc.IDCC2.89K$871.6K0.1%New
Huntington Ingalls Inds Inc2.29K$871.5K0.1%$31.9KAdded$599.4K
Marriott Intl Inc New2.66K$870K0.1%New
F5, Inc.FFIV3K$868K0.1%New
Amgen IncAMGN2.45K$863.1K0.1%$48.6KAdded$215K
Cincinnati Finl Corp5.4K$849.7K0.1%New
Federal Rlty Invt Tr New8K$849.7K0.1%New
Bentley Sys Inc24K$844.6K0.1%−$73.2KCut−$208.2K
Acm Resh Inc21.3K$838.2K0.1%New
Agnc Invt Corp82.8K$830.8K0.1%−$57.2KCut−$81.8K
State Str Corp6.45K$816.6K0.1%New
Philip Morris Intl Inc4.92K$813.8K0.1%New
Coterra Energy Inc23.2K$813.8K0.1%New
Archer-Daniels-Midland CoADM11.2K$812.3K0.1%New
Darden Restaurants IncDRI4.13K$810K0.1%New
Akamai Technologies IncAKAM7K$804K0.1%$193.2KCut−$1.11M
Nutanix, Inc.NTNX21K$797.6K0.1%−$153.2KAdded$218.6K
Disney Walt Co8.21K$791.8K0.1%−$52.2KAdded$450.5K
Dutch Bros Inc.BROS15.4K$778.6K0.1%−$108.5KAdded$149.9K
Interactive Brokers Group In11.6K$778K0.1%New
Garmin LtdGRMN3.33K$773.1K0.1%New
Ptc Therapeutics, Inc.PTCT11.2K$763.1K0.1%−$57.2KAdded$208.5K
Deere & CoDE1.34K$753.7K0.1%New
SoFi Technologies, Inc.SOFI46.6K$740.7K0.1%−$320.8KAdded−$74.7K
Kratos Defense & Sec Solutio10.5K$740.2K0.1%−$21.6KAdded$436.6K
Allison Transmission Hldgs I6.32K$739.2K0.1%$115.2KAdded$150.4K
Alexandria Real Estate Eq In15.9K$736.9K0.1%New
ServiceTitan, Inc.TTAN11.6K$736.1K0.1%New
Union Pac Corp3.03K$735.4K0.1%New
Hilton Worldwide Hldgs Inc2.37K$721.9K0.1%$20.2KAdded$377.2K
SPX Technologies, Inc.SPXC3.6K$719.8K0.1%−$432Held
Aura Minerals Inc.AUGO8.77K$715.3K0.1%New
Howmet Aerospace Inc.HWM3.03K$699.2K0.1%New
Roivant Sciences Ltd.ROIV25K$693.4K0.1%New
Adtalem Global Ed IncCVSA5.95K$685.5K0.1%New
Voya Financial Inc10K$683.2K0.1%New
Qorvo, Inc.QRVO7.35K$677.6K0.1%New
Linde PlcLIN1.35K$670.3K0.1%New
GFL Environmental Inc.GFL15.8K$659.2K0.1%New
Heico Corp New2.4K$658.1K0.1%−$69.1KAdded$205.1K
Heico Corp New3.1K$654.4K0.1%−$128.2KCut−$229.1K
Leidos Holdings, Inc.LDOS4.16K$647.6K0.1%−$29.9KAdded$431.1K
MSCI Inc.MSCI1.2K$646.8K0.1%−$40.3KAdded−$18.7K
Kiniksa Pharmaceuticals Intl13.4K$645.2K0.1%$92.5KHeld
Talen Energy CorpTLN2.01K$642K0.1%New
Dell Technologies Inc.DELL3.9K$640.1K0.1%New
D R Horton Inc4.64K$636.6K0.1%−$16.3KAdded$290.9K
Nu Hldgs Ltd43.4K$623.6K0.1%New
Morgan Stanley3.76K$618.1K0.1%−$29.8KAdded$209.8K
Idex Corp3.24K$613.4K0.1%New
M & T Bk Corp2.91K$602.2K0.1%New
Motorola Solutions, Inc.MSI1.39K$601K0.1%New
Clearwater Analytics Hldgs I25.3K$597.9K0.1%−$11.9KHeld
Old Dominion Freight Line In3.06K$596.9K0.1%New
Mid-Amer Apt Cmntys Inc4.8K$586.2K0.1%New
Establishment Labs Hldgs Inc10.3K$584.8K0.1%New
Ugi Corp New16K$583.9K0.1%New
Onestream Inc24.2K$580.8K0.1%New
Texas Instrs Inc2.95K$572.3K0.1%New
Marsh & Mclennan Cos Inc3.27K$566.3K0.1%New
Ross Stores, Inc.ROST2.6K$564.3K0.1%New
Southwest Airls Co14.9K$560.7K0.1%−$25.6KAdded$279.7K
Lyft, Inc.LYFT42K$558.1K0.1%−$177.9KAdded−$9.41K
Abivax Sa5K$556.8K0.1%New
Chubb Limited1.68K$546.9K0.1%$23.2KCut−$1.08M
American Intl Group Inc7.16K$538.7K0.1%−$73.7KCut−$94.4K
Janus Henderson Group Plc10.5K$537.3K0.1%New
Aercap Holdings Nv3.9K$535K0.1%New
East West Bancorp IncEWBC5K$533.8K0.1%New
Brookfield Infrastructure CorpBIPC13.5K$533.5K0.1%New
Cardinal Health IncCAH2.5K$528.5K0.1%$8.71KAdded$220.2K
Gilead Sciences, Inc.GILD3.79K$528.4K0.1%New
Lamb Weston Hldgs Inc12.5K$528.3K0.1%New
Nvidia CorpNVDA3K$523.2K0.1%−$36.3KCut−$16.7M
Royal Caribbean Group1.9K$523.1K0.1%New
Silicon Laboratories Inc.SLAB2.5K$520.4K0.1%New
Cognex CorpCGNX10.6K$519.3K0.1%New
Zoetis Inc.ZTS4.38K$517.5K0.1%New
Texas Pacific Land Corporati1.09K$517.3K0.1%New
Cboe Global Mkts Inc1.84K$516.6K0.1%New
RTX CorpRTX2.65K$511.6K0.1%$25.2KCut−$405.4K
APA CorpAPA11.8K$502.6K0.1%New
Medpace Hldgs Inc1.04K$499.4K0.1%New
Lkq CorpLKQ17K$499.3K0.1%−$14.1KCut−$476.2K
Klaviyo, Inc.KVYO25.5K$496.2K0.1%New
Northwest Nat Hldg Co9.23K$491K0.1%New
Nektar TherapeuticsNKTR6.7K$482.1K0.1%New
Cintas CorpCTAS2.84K$480.5K0.1%New
Sun Cmntys Inc3.8K$478.6K0.1%$7.79KCut−$116.1K
Hartford Insurance Group Inc3.5K$473.3K0.1%New
Molina Healthcare, Inc.MOH3.55K$472.8K0.1%−$142.7KCut−$1.09M
Tjx Cos Inc New2.96K$472.2K0.1%New
Atmus Filtration Technologie8.25K$468.6K0.1%New
Accelerant HoldingsARX34.9K$466.3K0.1%New
Newmarket CorpNEU720$461.5K0.1%New
Snap-on IncSNA1.26K$456.9K0.1%New
Commscope Hldg Co IncVISN25.1K$456.8K0.1%$1.14KAdded$161.3K
Perimeter Solutions, Inc.PRM18.7K$456.7K0.1%−$48.5KAdded$27.2K
Radian Group IncRDN13.8K$456K0.1%New
L3harris Technologies Inc1.31K$451.8K0.1%New
Babcock & Wilcox Enterprises30.6K$449.5K0.1%New
Corteva, Inc.CTVA5.36K$448.9K0.1%New
Mcdonalds CorpMCD1.44K$448.5K0.1%New
Galecto IncDMRA17.3K$447.9K0.1%New
JBT MAREL CorpJBTM3.5K$447.5K0.1%New
Truist Finl Corp9.56K$439.5K0.1%−$16.5KAdded$188.5K
Merck & Co., Inc.MRK3.62K$435K0.1%$54.3KCut−$3.14M
Entergy Corp New3.86K$433.8K0.1%New
Vertex Pharmaceuticals Inc965$430.9K0.1%−$3.82KAdded$177K
Tyson Foods, Inc.TSN6.7K$429.3K0.1%New
On Semiconductor CorpON6.9K$427.1K0.1%$53.6KCut−$1.2M
Caleres IncCAL40.5K$426.9K0.1%−$66KHeld
Allegro Microsystems, Inc.ALGM13.5K$425.7K0.1%New
Reliance, Inc.RS1.4K$425.5K0.1%New
Fedex CorpFDX1.18K$421K0.1%New
Sarepta Therapeutics, Inc.SRPT19.2K$417.8K0.1%$2.28KAdded$213.4K
Honeywell Intl Inc1.84K$416.8K0.1%New
Sterling Infrastructure, Inc.STRL1.02K$415.4K0.1%$70.7KAdded$201.1K
Sharplink Gaming IncSBET64K$412.8K0.1%New
Vicor CorpVICR2.54K$409.7K0.1%New
Coca Cola CoKO5.38K$408.8K0.1%New
Iamgold CorpIAG21.5K$404.9K0.1%$28.7KAdded$202.1K
Ataibeckley Inc Com ShsATAI113.4K$401.4K0.1%New
Freeport-Mcmoran IncFCX6.83K$401.2K0.1%New
Caesars Entertainment Inc Ne15K$396.4K0.1%$30.4KAdded$162.6K
3M COMMM2.73K$395.9K0.1%−$40.5KCut−$2.37M
Ubiquiti Inc.UI500$395.1K0.1%New
Soundhound Ai Inc57.4K$394.3K0.1%New
Sun Ctry Airls Hldgs Inc23.6K$389.9K0.1%New
Onto Innovation Inc.ONTO1.9K$389.6K0.1%New
Houlihan Lokey, Inc.HLI2.7K$387.8K0.1%New
Mohawk Inds Inc3.9K$384K0.1%−$42.3KHeld
U Haul Holding Company8.5K$379.7K0.1%−$17.6KHeld
Upstart Hldgs Inc14.8K$379.6K0.1%New
Equity ResidentialEQR6.34K$375K0.1%New
Select Sector Spdr Tr7.5K$374.8K0.1%New
Crown Castle Inc.CCI4.6K$374K0.1%New
Airbnb, Inc.ABNB2.96K$373.7K0.1%New
Henry Jack & Assoc Inc2.33K$368.4K0.1%New
Kinder Morgan Inc Del11K$368.1K0.1%New
Viavi Solutions Inc.VIAV11K$366.1K0.1%New
Qfin Holdings Inc28.3K$365.4K0.1%−$81.4KAdded$118.7K
Nextera Energy Inc3.92K$364.4K0.1%New
Atour Lifestyle Hldgs Ltd9.76K$359.2K0.1%New
DuPont de Nemours, Inc.DD7.8K$357.1K0.1%New
Axcelis Technologies IncACLS3.8K$353.7K0.1%New
Quanta Svcs Inc641$351.9K0.1%New
General Mls IncGIS9.45K$351.7K0.1%New
Twilio IncTWLO2.79K$350.4K0.1%New
American Wtr Wks Co Inc New2.57K$349.5K0.1%$14.4KCut−$564K
Cathay Gen Bancorp6.97K$347.6K0.1%New
SmartRent, Inc.SMRT229.8K$344.7K0.1%−$53.9KAdded$135.2K
Keysight Technologies, Inc.KEYS1.22K$343.9K0.1%New
Trane Technologies PlcTT818$340.9K0.1%New
Duke Energy Corp New2.6K$340.7K0.1%New
Amplify Energy Corp New54.6K$340.7K0.1%$71.1KAdded$146K
Tutor Perini CorpTPC4.4K$339.6K0.1%New
Paccar IncPCAR2.93K$338.8K0.1%New
DENTSPLY SIRONA Inc.XRAY29.2K$338.7K0.1%New
Fox Corp6.37K$338.4K0.1%New
Seagate Technology Hldngs Pl863$338.1K0.1%New
Ameriprise Finl Inc757$336.4K0.1%−$34.8KCut−$114.7K
UL Solutions Inc.ULS3.9K$334.3K0.1%New
Dollar Tree, Inc.DLTR3.02K$331K0.1%−$40.8KCut−$74.9K
Ocugen, Inc.OCGN180.6K$326.9K0.1%New
Clorox Co Del3.14K$325.2K0.1%New
Lexicon Pharmaceuticals, Inc.LXRX207.9K$324.3K0.1%$16.5KAdded$278K
Davita Inc.DVA2.1K$322.9K0.1%$84.2KCut−$233.8K
Colgate Palmolive CoCL3.78K$321.9K0.1%New
Madrigal Pharmaceuticals, Inc.MDGL613$320.9K0.1%New
Ur-Energy IncURG214.3K$319.3K0.1%$21.4KCut$11.9K
Equifax IncEFX1.77K$318.2K0.1%New
Bunge Global SaBG2.5K$317.5K0.1%New
Arrow Electrs Inc2.2K$315.5K0.1%New
Alamos Gold Inc NewAGI7.08K$314.8K0.1%New
International Bancshares Cor4.66K$313.3K0.1%New
Healthpeak Properties, Inc.DOC19.1K$313.2K0.1%$6.67KCut−$233.5K
CARRIER GLOBAL CorpCARR5.52K$310.8K0.1%New
Axis Cap Hldgs Ltd3.06K$310.3K0.1%−$17.4KCut−$81.6K
Equinix IncEQIX316$309.8K0.1%New
Omnicom Group Inc.OMC4.04K$304.1K0.1%−$22KCut−$350K
Autohome Inc.ATHM17.5K$304K0.1%New
Liberty Broadband Corp6.03K$303.3K0.1%$10.3KHeld
Southern Co3.14K$303K0.1%New
Oreilly Automotive Inc3.26K$300.9K0.1%New
Dover CorpDOV1.44K$300.6K0.1%New
Phillips 66PSX1.65K$300.2K0.1%New
Hycroft Mining Holding Corp8.5K$299.2K0.1%New
Olin CorpOLN10K$297.3K0.1%New
Renaissancere Hldgs Ltd994$295.4K0.1%New
Riot Platforms, Inc.RIOT23.8K$294.2K0.1%−$4.93KAdded$92.7K
Golar Lng LtdGLNG5.4K$292.2K0.0%New
American Tower Corp New1.69K$292.2K0.0%New
First Horizon Corporation12.8K$292K0.0%New
Church & Dwight Co Inc3.12K$291.2K0.0%New
Booking Holdings Inc.BKNG69$290.5K0.0%New
Signet Jewelers Limited3.43K$290.1K0.0%New
Regions Financial Corp New11.1K$289.3K0.0%New
United Sts Lime & Minerals I2.2K$287.3K0.0%New
Xcel Energy Inc3.6K$286K0.0%New
Charter Communications Inc N1.32K$285.6K0.0%$9.43KCut−$440.8K
Exelixis, Inc.EXEL6.64K$284.8K0.0%New
Cion Invt Corp41.4K$283.2K0.0%New
Acadia Healthcare Company In12.1K$283K0.0%New
Raymond James Finl Inc1.94K$281.2K0.0%−$30.7KCut−$104.2K
Veracyte, Inc.VCYT8.7K$280.2K0.0%−$54.4KAdded$48.7K
Infusystem Hldgs Inc30.2K$278.7K0.0%$4.78KAdded$113.7K
Ardagh Metal Packaging S A68.6K$277.8K0.0%New
Okta, Inc.OKTA3.51K$276.5K0.0%−$27.3KCut−$147.2K
Northern Tr Corp1.98K$276.3K0.0%$5.9KCut−$92.4K
Huntsman CorpHUN20.7K$275.6K0.0%New
Arch Cap Group Ltd2.86K$274.9K0.0%$200Cut−$291K
Waters Corp920$274K0.0%−$75.5KCut−$242.6K
Chime Finl Inc14.6K$273.8K0.0%New
Ametek Inc/AME1.27K$272.7K0.0%New
Equitable Hldgs Inc7.34K$272.5K0.0%New
Metlife Inc3.85K$272.3K0.0%New
Life360 Inc6.66K$272K0.0%−$155.4KCut−$187.5K
Csw Industrials, Inc.CSW1.04K$271.5K0.0%New
Bright Horizons Fam Sol In D3.3K$271K0.0%−$40.5KAdded$58.1K
Wheaton Precious Metals Corp.WPM2.07K$270.7K0.0%New
Sila Realty Trust Inc11.4K$270K0.0%New
Lincoln Natl Corp Ind7.59K$269.5K0.0%New
Lineage Cell Therapeutics In170.3K$269.1K0.0%−$5.62KAdded$164.9K
Citizens Finl Group Inc4.47K$268.3K0.0%New
Axt IncAXTI4.7K$267.8K0.0%New
Tecnoglass Inc5.94K$264.4K0.0%New
Ulta Beauty, Inc.ULTA504$263.4K0.0%New
Williams Sonoma IncWSM1.44K$262.7K0.0%New
Fmc CorpFMC15.2K$261.9K0.0%New
Edwards Lifesciences CorpEW3.23K$259.1K0.0%New
Littelfuse Inc760$257.9K0.0%New
Ring Energy, Inc.REI168.5K$257.8K0.0%$111.2KHeld
Fidelity National Financial, Inc.FNF5.55K$257.6K0.0%New
Columbia Bkg Sys Inc9.38K$257.2K0.0%New
Alto Neuroscience, Inc.ANRO11.4K$256.3K0.0%New
Avient CorpAVNT13K$255.7K0.0%New
Amneal Pharmaceuticals, Inc.AMRX20.4K$253.6K0.0%−$2.87KAdded$40.6K
Meritage Homes CorpMTH4.1K$253.3K0.0%New
Expro Group Holdings Nv14.5K$252.4K0.0%New
Group 1 Automotive IncGPI755$249.6K0.0%New
Simon Ppty Group Inc New1.34K$249.6K0.0%New
Dexcom IncDXCM3.94K$247.4K0.0%New
Mondelez Intl Inc4.29K$247K0.0%New
Targa Res Corp978$245.2K0.0%$64.8KCut−$13.1K
Symbotic Inc.SYM4.6K$244.7K0.0%New
CytomX Therapeutics, Inc.CTMX51.6K$242.5K0.0%New
Helix Energy Solutions Grp I24.5K$242.1K0.0%New
Teledyne Technologies IncTDY400$242K0.0%New
White Mtns Ins Group Ltd110$241.7K0.0%New
Mgm Resorts InternationalMGM6.52K$241.3K0.0%New
Blackstone Secd Lending Fd10.2K$241.3K0.0%New
Bloomin' Brands, Inc.BLMN44.5K$240.6K0.0%New
Williams Cos Inc3.3K$240.2K0.0%New
News Corp New9.6K$239.3K0.0%−$9.64KAdded$27.8K
Becton Dickinson & CoBDX1.52K$238.8K0.0%New
Icf Intl Inc46.9K$238.7K0.0%New
Relmada Therapeutics, Inc.RLMD34.1K$237K0.0%New
Watsco Inc645$234.6K0.0%New
Agco Corp2.02K$234.3K0.0%New
Autozone IncAZO69$233.1K0.0%New
Isabella Bk Corp5.07K$231.7K0.0%New
Monolithic Pwr Sys Inc211$230.7K0.0%New
Deckers Outdoor CorpDECK2.26K$226K0.0%New
Csx CorpCSX5.5K$225.9K0.0%New
Onemain Hldgs Inc4.2K$224.7K0.0%New
Albertsons Cos IncACI12.9K$220.6K0.0%−$1.68KCut−$576.1K
Cme Group Inc.CME745$220K0.0%New
Jacobs Solutions Inc.J1.72K$218.4K0.0%−$8.89KCut−$3.09M
Or Royalties Inc.OR5.74K$218.1K0.0%New
AecomACM2.57K$218.1K0.0%New
Centerpoint Energy IncCNP5K$215.7K0.0%New
Occidental Pete Corp3.3K$214.5K0.0%New
Hancock Whitney Corporation3.37K$214.2K0.0%New
Air Prods & Chems Inc737$214.1K0.0%New
Ryanair Holdings Plc3.7K$213.9K0.0%New
Cvs Health CorpCVS2.98K$213.8K0.0%New
Opendoor Technologies Inc45.6K$213.4K0.0%New
Seacoast Bkg Corp Fla7K$212K0.0%New
Quest Diagnostics IncDGX1.06K$208.7K0.0%New
Centrus Energy CorpLEU1.2K$208.3K0.0%New
Roku, IncROKU2.2K$208.2K0.0%New
Ingersoll Rand Inc.IR2.58K$207.1K0.0%$2.33KCut−$1.74M
Post Hldgs Inc2.09K$207K0.0%New
Franklin Resources IncBEN8.66K$204.5K0.0%New
Dole PlcDOLE14.2K$203.3K0.0%New
Intercontinental Exchange In1.29K$202.7K0.0%−$6.03KCut−$7.81K
National Health Invs Inc2.5K$202.2K0.0%New
Ssr Mining In6.86K$201.6K0.0%New
Ensign Group, IncENSG1K$201.5K0.0%New
Ryder Sys Inc982$201K0.0%New
Karman Hldgs Inc2.51K$200.9K0.0%New
Manpowergroup Inc Wis6.8K$200.3K0.0%New
SunCoke Energy, Inc.SXC30.6K$198.9K0.0%New
X4 Pharmaceuticals, IncXFOR47.4K$195.7K0.0%New
Cars.com Inc.CARS23.5K$190.7K0.0%New
Composecure IncGPGI11K$188.1K0.0%New
Denison Mines Corp.DNN53.1K$187.4K0.0%$46.2KCut−$2.31M
Nautilus Biotechnology, Inc.NAUT46.3K$179.8K0.0%New
Kkr Real Estate Fin Tr Inc28.8K$176.5K0.0%New
Summit Hotel Pptys Inc38.8K$171.5K0.0%New
C3.ai, Inc.AI19.9K$167.6K0.0%New
Wendys Co23.5K$163.3K0.0%−$21.5KAdded$33.4K
Armada Hoffler Pptys Inc29.2K$160.4K0.0%New
Myriad Genetics IncMYGN34K$152.9K0.0%New
Everspin Technologies Inc.MRAM17.1K$150K0.0%−$5.67KAdded$42.7K
Northwest Bancshares Inc MdNWBI11.7K$148.8K0.0%New
Energy Vault Holdings, Inc.NRGV44.9K$148.2K0.0%−$58.8KCut−$390.1K
Viatris IncVTRS10.6K$143.8K0.0%$11.3KCut−$11.9K
Alto Ingredients, Inc.ALTO28.2K$136.5K0.0%New
B & G Foods Inc NewBGS28.2K$135.8K0.0%$14.4KAdded$14.5K
Adt Inc Del19.9K$130.7K0.0%−$29.9KCut−$104.9K
Forward Industries, Inc.FWDI27.3K$120.9K0.0%New
Aemetis, IncAMTX37.3K$119K0.0%New
Orchestra Biomed Hldgs Inc27.6K$117.5K0.0%New
Shattuck Labs, Inc.STTK17.9K$115.1K0.0%New
Dave & Busters Entmt Inc10.5K$113.7K0.0%New
RideNow Group, Inc.RDNW16.1K$113.5K0.0%New
MNTN, Inc.MNTN12.4K$109.1K0.0%New
Acumen Pharmaceuticals, Inc.ABOS45.6K$107.6K0.0%$7.4KAdded$45.2K
Angi Inc.ANGI15.7K$107.2K0.0%New
CareCloud, Inc.CCLD29.1K$106.2K0.0%New
Novagold Res IncNG11.4K$102.6K0.0%New
Senseonics Hldgs Inc15.3K$101.9K0.0%New
B2gold CorpBTG20.9K$94.6K0.0%$352Added$15.2K
Ccc Intelligent Solutions Hl15.6K$93.8K0.0%−$30.5KHeld
Whitehawk Therapeutics, Inc.WHWK27K$93.2K0.0%New
Kvh Inds Inc10.2K$91.4K0.0%New
Zura Bio LtdZURA15.3K$91K0.0%New
Apyx Medical CorpAPYX24.1K$88.8K0.0%New
Vestis CorpVSTS11.3K$88.8K0.0%New
Fossil Group, Inc.FOSL20.3K$87.5K0.0%New
Flowers Foods IncFLO10.7K$87.2K0.0%New
Genworth Finl Inc10.6K$86.4K0.0%New
Prokidney Corp.PROK47.8K$85.6K0.0%New
Intellicheck, Inc.IDN12.1K$84.6K0.0%New
Transocean Ltd.RIG12.6K$83.5K0.0%New
Digital Turbine, Inc.APPS28.7K$82.7K0.0%New
Stoneridge IncSRI16.9K$81.8K0.0%New
XMax Inc.XMAX11.1K$80.4K0.0%New
ZoomInfo Technologies Inc.GTM13.4K$80.1K0.0%New
Oramed Pharmaceuticals Inc.ORMP23.5K$79.9K0.0%New
Invivyd, Inc.IVVD60.4K$78.5K0.0%New
Orion Properties Inc.ONL35.9K$77.2K0.0%New
Site Ctrs Corp13.9K$75.1K0.0%−$14.2KHeld
BlackBerry LtdBB22.9K$74.1K0.0%New
Lumen Technologies, Inc.LUMN10.5K$72.7K0.0%New
Sagimet Biosciences Inc.SGMT13.9K$72.6K0.0%New
1stdibs.com, Inc.DIBS13.2K$72.6K0.0%New
Blackrock Tech And Private E10.9K$71.9K0.0%New
Janus International Group In13.9K$71.6K0.0%New
Mannkind CorpMNKD29K$71.1K0.0%−$87.7KAdded−$83.3K
C4 Therapeutics, Inc.CCCC25.7K$67.7K0.0%$18.5KCut−$13.5K
Taysha Gene Therapies, Inc.TSHA15.1K$67.5K0.0%New
Immuneering CorpIMRX12.8K$67.5K0.0%New
Ses Ai Corporation67.7K$65.1K0.0%New
Neumora Therapeutics, Inc.NMRA33.3K$64.9K0.0%$4.74KAdded$12K
Mdxhealth SaMDXH28K$64.5K0.0%New
Lantronix IncLTRX12.1K$63.4K0.0%New
Galectin Therapeutics IncGALT22.5K$62.8K0.0%New
Drilling Tools Intl Corp14.3K$61.9K0.0%New
Caribou Biosciences, Inc.CRBU32.2K$61.2K0.0%New
Organon & Co.OGN10K$59.9K0.0%New
Smart Sand, Inc.SND11.6K$59.4K0.0%New
Sab Biotherapeutics Inc15.1K$57.8K0.0%New
Cabaletta Bio, Inc.CABA21.3K$57.3K0.0%New
Empery Digital Inc.EMPD13.4K$56.7K0.0%New
Cea Industries Inc19.4K$56.6K0.0%New
Newell Brands Inc.NWL16.2K$55.5K0.0%New
Palisade Bio, Inc.PALI31.4K$55K0.0%New
Achieve Life Sciences, Inc.ACHV18K$52.9K0.0%New
GENELUX CorpGNLX21.8K$52.8K0.0%New
Microbot Med Inc21.9K$52.8K0.0%New
Macrogenics IncMGNX17.7K$51.2K0.0%New
Clarivate PlcCLVT19.1K$48.3K0.0%New
Playboy, Inc.PLBY31.7K$48.2K0.0%New
Rapid Micro Biosystems, Inc.RPID21.2K$48.1K0.0%New
Sera Prognostics, Inc.SERA23.6K$47.8K0.0%New
Venu Hldg Corp14.1K$46.7K0.0%New
Comstock Inc.LODE15.1K$46.1K0.0%New
Nuvation Bio Inc.NUVB10.6K$45.5K0.0%New
Ton Strategy CoTONX18.3K$45.2K0.0%New
Spruce Power Holding CorpSPRU10.8K$44.3K0.0%New
Freightos Ltd26.3K$43.1K0.0%New
American Res Corp17.5K$42.4K0.0%New
Bridger Aerospace Grp Hldgs21.3K$42.2K0.0%New
Cognition Therapeutics IncCGTX52.8K$40.1K0.0%New
Fluent Inc12.5K$39.5K0.0%New
Zentalis Pharmaceuticals, Inc.ZNTL16.7K$39.1K0.0%New
Eightco Holdings Inc.ORBS40.5K$37.8K0.0%New
Comtech Telecommunications C11.1K$36.7K0.0%New
Wrap Technologies, Inc.WRAP22.1K$34K0.0%New
Veritone, Inc.VERI17.2K$33.9K0.0%New
Black Diamond Therapeutics I15.2K$32.4K0.0%New
Anixa Biosciences IncANIX12.3K$31.7K0.0%New
Cassava Sciences IncFLNA18.1K$30.6K0.0%New
Pyxis Oncology, Inc.PYXS20.4K$29.8K0.0%New
Roadzen Inc24.6K$29.5K0.0%New
PepGen Inc.PEPG15.3K$27.1K0.0%New
Biomea Fusion, Inc.BMEA16.8K$25.7K0.0%New
Virgin Galactic Holdings, IncSPCE10.4K$25.3K0.0%New
GoPro, Inc.GPRO32.3K$24.9K0.0%New
Rekor Systems, Inc.REKR29.9K$24.5K0.0%New
Alt5 Sigma Corp21.8K$24.2K0.0%New
Coty Inc.COTY12K$24.1K0.0%New
Tenaya Therapeutics, Inc.TNYA33.2K$23K0.0%New
Fractyl Health, Inc.GUTS46.8K$21.4K0.0%New
Novabay Pharmaceuticals Inc13.7K$20.4K0.0%New
Blink Charging Co.BLNK34.5K$19.6K0.0%New
BTCS Inc.BTCS12.3K$17.1K0.0%New
Odyssey Marine Expl Inc19.7K$16.4K0.0%New
Streamex Corp.STEX13.5K$15.3K0.0%New
MAIA Biotechnology, Inc.MAIA10.8K$15.1K0.0%New
Vivani Medical, Inc.VANI12.2K$12.2K0.0%New
Rani Therapeutics Hldgs Inc14.8K$10.9K0.0%New
Upexi, Inc.UPXI10.5K$10.3K0.0%New
Alight Inc16.3K$9.5K0.0%New
Quince Therapeutics, Inc.QNCX30K$3.04K0.0%New

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.