13F

Investor

Elequin Capital, LP

CIK 0001810873 · filed 2026-05-11 · SEC filing

13F book

$1.19B

Positions

616

337 new · 113 sold

Largest name

42.9%

Duke Energy Corp New

Est. mark

−$20.2M

Price effect on 279 names still held. Flow $347.1M.
NameTickerSharesValueWeightEst. markChange
Duke Energy Corp New463.2M$510.9M42.9%New
H World Group Ltd69.6M$93.6M7.9%New
Nvidia CorpNVDA412.8K$72M6.1%−$5MCut−$13.9M
Ventas Rlty Ltd Partnership33.7M$50.2M4.2%New
Firstenergy CorpFE45.9M$50.2M4.2%New
Cnx Res Corp8.11M$24.8M2.1%New
Spdr S&P 500 Etf Tr35.3K$22.9M1.9%−$1.11MCut−$7.76M
Invesco Exch Trd Slf Idx Fd943.4K$22.1M1.9%$24.9KAdded$20.3M
Ishares Tr395.4K$20.3M1.7%New
Ishares Aaa Clo Active317.2K$12.6M1.1%−$2.43KAdded$12.6M
Nextera Energy Inc235.9K$12.2M1.0%$5.22KAdded$11.4M
Bitwise Solana Staking EtfBSOL840K$9.28M0.8%−$4.49MCut−$55.3M
Bitwise Bitcoin Etf Tr230.1K$8.47M0.7%−$1.72MAdded$859.6K
Goldman Sachs Etf Tr160.6K$8.16M0.7%New
Lumentum Hldgs Inc779.4K$8.15M0.7%New
Schwab Strategic Tr292.7K$7.95M0.7%New
Capital Grp Fixed Incm Etf T274.3K$7.22M0.6%−$16.7KAdded$6.78M
First Tr Exch Traded Fd Iii153.6K$6.71M0.6%$84.3KAdded$6.53M
Ishares Bitcoin Trust EtfIBIT165.3K$6.35M0.5%−$313.9KAdded$4.96M
Fidelity Wise Origin Bitcoin93.7K$5.53M0.5%−$137.6KAdded$4.92M
First Tr Exchange Traded Fd216.1K$5.32M0.4%New
Grayscale Solana Tr EtfGSOL831.1K$5.09M0.4%−$2.47MCut−$10.8M
Coinbase Global, Inc.COIN24.2K$4.23M0.4%−$999KAdded−$150.5K
Hewlett Packard Enterprise C64K$4.16M0.4%New
Strategy Inc33.1K$4.14M0.3%−$813.3KAdded−$416K
J P Morgan Exchange Traded F81.9K$4.1M0.3%−$75.3KCut−$3.08M
Oracle Corp88.4K$4.05M0.3%New
Microchip Technology Inc.63.4K$3.67M0.3%−$10.3KAdded$2.6M
Dimensional Etf Trust73.1K$3.57M0.3%New
Putnam Etf Trust401.1K$3.55M0.3%New
Rbb Fund Trust69.4K$3.26M0.3%New
New York Life Invts Active E132.9K$3.17M0.3%−$3.47KAdded$1.99M
Pimco Etf Tr75.8K$3.14M0.3%−$707Added$3.13M
Albemarle Corp39.2K$3.07M0.3%New
Capital Group Dividend Value72.1K$3.07M0.3%New
Tesla, Inc.TSLA7.74K$2.88M0.2%−$603.3KCut−$116.8M
Morgan Stanley Etf Trust56.3K$2.82M0.2%New
Boeing Co13.6K$2.7M0.2%−$29.1KAdded$2.35M
Super Micro Computer Inc110.6K$2.52M0.2%−$235.5KAdded$1.46M
Franklin Templeton Etf Tr84.3K$2.41M0.2%$528Added$2.39M
Palantir Technologies Inc.PLTR16.4K$2.39M0.2%−$515.1KCut−$1.05M
Invesco Actively Managed Exc46K$2.29M0.2%$3.5KAdded$2.29M
Hims & Hers Health, Inc.HIMS109.4K$2.27M0.2%−$2.88KAdded$2.26M
Vaneck Etf Trust60.2K$2.1M0.2%−$525.6KAdded$1.21M
Ark 21shares Bitcoin EtfARKB92.9K$2.09M0.2%−$11KAdded$2.04M
Wisdomtree Tr24.1K$2.02M0.2%New
Ishares U S Etf Tr21.2K$1.8M0.2%New
Bitmine Immersion Tecnologie88.2K$1.75M0.1%New
Pg&E Corp40.5K$1.74M0.1%$34.9KAdded$994.9K
Ab Active Etfs Inc64.4K$1.63M0.1%New
Ares Management Corporation43K$1.57M0.1%−$156.9KAdded$994K
Invesco Exch Traded Fd Tr Ii65.7K$1.51M0.1%New
Vaneck Solana Tr137.2K$1.5M0.1%−$684.5KAdded−$606K
Brightspring Health Svcs Inc9.71K$1.38M0.1%$2.03KAdded$1.36M
Global X Fds17.8K$1.26M0.1%New
American Centy Etf Tr24.2K$1.21M0.1%New
Vanguard Mun Bd Fds12.4K$1.05M0.1%−$193.6KCut−$365.1K
Vanguard Calif Tax Free Fds9.72K$962.7K0.1%−$4Added$962.4K
Whirlpool Corp23.1K$950.1K0.1%New
Etf Opportunities Trust41.1K$936.6K0.1%$2.07KAdded$930.3K
Spdr Series Trust31.2K$920.6K0.1%New
Vse Corp4.77K$878.9K0.1%New
Southern Copper Corp/SCCO4.73K$813.5K0.1%New
Jpmorgan Chase & Co.2.71K$797.5K0.1%New
Coinshares Bitcoin EtfBRRR41.2K$787.5K0.1%−$14.3KAdded$724.5K
Ishares Inc12.3K$786.1K0.1%New
Tidal Trust Iii18.6K$777.9K0.1%New
Credicorp LtdBAP2.27K$768.2K0.1%New
Sprott Asset Management Lp30K$731.7K0.1%New
Ishares Staked Ethereum Tr E23.3K$629K0.1%New
Rigetti Computing Inc41.6K$583.5K0.0%New
Latam Airlines Group Sa11.3K$557.5K0.0%New
Compania Cervecerias Unidas46.8K$531.3K0.0%New
Kkr & Co Inc5.55K$513.1K0.0%−$5.04KAdded$494.7K
Taiwan Semiconductor Mfg Ltd1.51K$511.7K0.0%$51.6KCut−$248.1K
Qxo Inc25.3K$491K0.0%$30Added$486.5K
Apollo Global Mgmt Inc7.21K$480.7K0.0%New
Advanced Micro Devices IncAMD2.25K$456.7K0.0%−$24.1KCut−$21.9M
Broadcom Inc.AVGO1.47K$455.6K0.0%−$53.9KCut−$16.8M
Rocket Lab CorpRKLB6.94K$445.8K0.0%New
Fidelity Solana Fd43.6K$424.8K0.0%−$210.9KCut−$4.94M
Vanguard Wellington Fd3.89K$393K0.0%New
Astrazeneca Plc OrdAZN1.75K$345.7K0.0%New
Calamos Etf Tr11.3K$308.6K0.0%$5.64KCut−$574.2K
Columbia Etf Tr I14.8K$304K0.0%New
Bruker Corp1.15K$302.5K0.0%−$8.7KAdded$271.2K
Hartford Fds Exchange Traded7.36K$285.2K0.0%New
Fidelity Covington Trust8.13K$283.1K0.0%New
Tidal Trust Ii8.92K$273.5K0.0%−$59.6KCut−$301.8K
Hubbell IncHUBB524$257.1K0.0%New
National Grid Plc3.02K$255.6K0.0%New
Ppl Corp5.06K$251.6K0.0%New
Kratos Defense & Sec Solutio3.38K$238.4K0.0%New
Fortuna Mng Corp23K$228.3K0.0%New
Novanta Inc1.9K$223.8K0.0%−$336Added$178.4K
Eaton Corp PlcETN597$213.5K0.0%New
RTX CorpRTX1.09K$211K0.0%New
Totalenergies SeTTE2.31K$210.4K0.0%New
Micron Technology IncMU576$194.6K0.0%New
Southern Co1.98K$191.4K0.0%$18.5KCut−$376.3K
Emerson Elec Co1.43K$187.4K0.0%New
Northrop Grumman Corp243$165.8K0.0%New
Pgim Etf Tr3.31K$165.3K0.0%$969Added$51.3K
Vanguard Ny Tax Free Fds1.6K$163.6K0.0%−$1.25KCut−$2.28M
L3harris Technologies Inc449$155K0.0%New
Barrick Mng Corp3.79K$154.5K0.0%New
Natwest Group Plc10.3K$153.7K0.0%New
Intel CorpINTC3.33K$147.1K0.0%New
Wheaton Precious Metals Corp.WPM1.11K$145.3K0.0%New
Applied Digital Corp.APLD6.06K$143.8K0.0%−$948Added$114K
VNET Group, Inc.VNET16.9K$141.9K0.0%New
Equinix IncEQIX143$140.2K0.0%New
Welltower Inc.WELL702$138.8K0.0%$5.88KAdded$48.6K
Mercadolibre IncMELI79$136.6K0.0%New
Gds Hldgs Ltd3.38K$136.2K0.0%$2.18KAdded$122K
Western Digital CorpWDC495$133.9K0.0%$48.6KCut−$75.6K
Ubiquiti Inc.UI169$133.6K0.0%New
Pan Amern Silver Corp2.44K$133.2K0.0%New
Digital Rlty Tr Inc709$127.8K0.0%$1.15KAdded$120.8K
Enel Chile S.A.ENIC31.5K$124K0.0%New
Banco Santander Sa10.8K$121.5K0.0%New
Jpmorgan Chase Finl Co Llc3.43K$118.5K0.0%$16KHeld
Controladora Vuela Comp De A16.3K$118.1K0.0%New
Novo-Nordisk A S3.12K$114.8K0.0%New
American Tower Corp New659$113.7K0.0%New
Triple Flag Precious Metal3.27K$113.5K0.0%New
Gold Fields Ltd2.47K$112.1K0.0%New
Tower Semiconductor LtdTSEM633$111.1K0.0%New
Relx Plc3.26K$108K0.0%New
Intercorp Finl Svcs Inc2.13K$107.2K0.0%New
Ssr Mining In3.58K$105.1K0.0%New
Rex Etf Tr4.3K$102.9K0.0%New
Planet Labs PbcPL3.59K$100.2K0.0%$7.43KAdded$82.4K
Philip Morris Intl Inc590$97.6K0.0%New
Nvent Electric PlcNVT774$91.5K0.0%New
DoorDash, Inc.DASH556$83.5K0.0%−$12.7KAdded$45.7K
Crown Castle Inc.CCI1.02K$82.9K0.0%New
Shell Plc889$82.7K0.0%New
ConocophillipsCOP610$80.5K0.0%New
Laureate Education, Inc.LAUR2.28K$79.5K0.0%New
Centerpoint Energy IncCNP1.81K$78.2K0.0%$3.13KAdded$53.3K
Iamgold CorpIAG4.01K$75.5K0.0%New
Anglogold Ashanti PlcAU767$74.7K0.0%New
Banco De Chile2.02K$74.6K0.0%New
First Majestic Silver CorpAG3.33K$71.6K0.0%$1.06KAdded$67.9K
Canadian Natl Ry Co639$65.7K0.0%New
Firefly Aerospace Inc.FLY2.29K$65.2K0.0%New
Axon Enterprise, Inc.AXON153$65K0.0%−$5.01KAdded$45.1K
Truist Finl Corp1.41K$64.7K0.0%New
Netease Inc572$64K0.0%New
Coeur Mng Inc3.28K$61.5K0.0%New
Alibaba Group Hldg Ltd475$59.6K0.0%−$10KCut−$121.4K
Interactive Brokers Group In883$59.2K0.0%New
Viasat IncVSAT1.24K$56.7K0.0%New
Hecla Mng Co3K$55.8K0.0%New
Lam Research CorpLRCX257$54.9K0.0%New
T-Mobile Us Inc259$54.4K0.0%New
Lockheed Martin CorpLMT90$54.4K0.0%New
Direxion Shs Etf Tr2.67K$54K0.0%−$2.04KHeld
Brookfield Infrast Partners1.5K$54K0.0%New
Ryanair Holdings Plc910$52.6K0.0%New
Cloudflare, Inc.NET253$52.2K0.0%$2.13KAdded$6.46K
Energy Transfer L P2.67K$51.6K0.0%New
Bank America Corp1.01K$49.4K0.0%−$869Added$41.8K
Red Cat Hldgs Inc3.77K$49.4K0.0%New
Transdigm Group IncTDG42$48.7K0.0%New
Live Nation Entertainment In312$47.6K0.0%$3.12KCut−$44.3K
Lattice Semiconductor CorpLSCC506$46.9K0.0%New
Sap Se273$46.7K0.0%New
Pnc Finl Svcs Group Inc220$45.8K0.0%New
Shopify Inc.SHOP380$45.1K0.0%New
Roku, IncROKU467$44.2K0.0%New
Atmos Energy CorpATO235$43.4K0.0%New
Nebius Group N.V.NBIS418$43.4K0.0%$8.38KCut−$34.1K
Intuitive Machines, Inc.LUNR2.29K$42.5K0.0%$856Added$36.6K
Globus Med Inc493$42.5K0.0%New
Johnson & JohnsonJNJ172$42K0.0%New
Akamai Technologies IncAKAM364$41.8K0.0%$10KCut−$15.6K
Home Depot, Inc.HD127$41.8K0.0%New
Morgan Stanley252$41.5K0.0%New
Exelon CorpEXC839$41.1K0.0%$234Added$39.3K
Cme Group Inc.CME139$41.1K0.0%New
Vici Pptys Inc1.5K$40.8K0.0%New
Mondelez Intl Inc703$40.5K0.0%New
Sempra415$40.3K0.0%New
Snowflake Inc.SNOW266$40.1K0.0%−$18.2KCut−$30.1K
Harmony Gold Mining Co Ltd2.55K$39.2K0.0%New
Paychex IncPAYX414$38.1K0.0%New
Auna S.A.AUNA6.88K$37.9K0.0%New
Accenture Plc Ireland191$37.9K0.0%New
Carpenter Technology CorpCRS96$37.8K0.0%New
American Intl Group Inc497$37.4K0.0%New
Grupo Aeroportuario Del Cent318$36.5K0.0%New
Deutsche Bank A G1.22K$36.4K0.0%New
FabrinetFN68$35.5K0.0%New
Yum Brands IncYUM228$35.4K0.0%New
Uniti Group Inc.UNIT3.75K$35.2K0.0%$365Added$34.1K
Applied Optoelectronics, Inc.AAOI413$34.9K0.0%New
Western Midstream Partners L841$34.6K0.0%New
Grupo Aeropuerto Del Pacific139$34.3K0.0%New
Amcor Plc Com New860$34.2K0.0%New
Alphabet Inc118$33.9K0.0%New
Sba Communications Corp NewSBAC195$33.6K0.0%New
Howmet Aerospace Inc.HWM144$33.2K0.0%New
Generac Hldgs Inc166$32.4K0.0%New
Fedex CorpFDX88$31.3K0.0%New
Procure Etf Trust Ii678$30.4K0.0%New
Public Storage Oper Co112$30.3K0.0%New
Watsco Inc80$29.1K0.0%New
Endeavour Silver CorpEXK3.11K$28.9K0.0%−$34Added$25.4K
Axos Financial, Inc.AX340$28.9K0.0%New
Infosys LtdINFY2.14K$28.9K0.0%New
Royalty Pharma PLCRPRX601$28.8K0.0%New
MongoDB, Inc.MDB117$28.6K0.0%New
Tractor Supply Co632$28.6K0.0%New
Pampa Energia S A317$28.1K0.0%New
Rivian Automotive Inc1.86K$28K0.0%−$8.68KCut−$34.8K
Corporacion Amer Arpts S A1.11K$28K0.0%New
Globalstar, Inc.GSAT421$28K0.0%New
Compania De Minas Buenaventu772$27.8K0.0%New
Visa Inc.V92$27.8K0.0%New
Te Connectivity PlcTEL133$27.8K0.0%New
Golar Lng LtdGLNG499$27K0.0%$2.75KAdded$20.9K
Robinhood Mkts Inc385$26.7K0.0%New
Trade Desk, Inc.TTD1.17K$26.6K0.0%New
Capital Southwest CorpCSWC1.18K$26K0.0%New
Terawulf Inc.WULF1.8K$26K0.0%$5.29KCut−$25K
Valero Energy Corp105$25.9K0.0%New
Amazon Com IncAMZN124$25.8K0.0%−$2.8KCut−$34.6M
EXPAND ENERGY CorpEXE234$25.7K0.0%New
Banco Bilbao Vizcaya Argenta1.15K$24.9K0.0%New
Mp Materials Corp504$24.3K0.0%−$1.14KCut−$25.9K
Oneok Inc /New/OKE269$24.3K0.0%New
Jazz Pharmaceuticals PlcJAZZ127$24K0.0%$2.42KCut−$21.6K
BridgeBio Pharma, Inc.BBIO323$24K0.0%−$720Cut−$28K
Mplx Lp417$23.8K0.0%New
Phillips 66PSX129$23.5K0.0%New
Bristol-Myers Squibb Co384$23.3K0.0%New
East West Bancorp IncEWBC217$23.2K0.0%New
Tpg Inc547$22.2K0.0%New
Shift4 Pmts Inc411$21.8K0.0%New
Intuitive Surgical IncISRG47$21.7K0.0%New
Marathon Pete Corp88$21.5K0.0%New
Cenovus Energy Inc.CVE790$21K0.0%New
AST SpaceMobile, Inc.ASTS242$20.1K0.0%$2.48KCut−$15.7K
Air Prods & Chems Inc68$19.8K0.0%New
Seagate Technology Hldngs Pl50$19.6K0.0%$5.82KCut−$69.9K
Silvercorp Metals IncSVM1.82K$19.5K0.0%New
Citizens Finl Group Inc324$19.4K0.0%New
Wec Energy Group, Inc.WEC167$19.3K0.0%$1.72KCut−$16.4K
InterDigital, Inc.IDCC64$19.3K0.0%−$1.05KCut−$35.4K
Voyager Technologies Inc820$19.2K0.0%−$990Added$9.77K
Banco Santander Chile New570$19K0.0%New
Woodward, Inc.WWD53$19K0.0%New
Corning Inc139$18.9K0.0%New
Hycroft Mining Holding Corp536$18.9K0.0%New
Alnylam Pharmaceuticals, Inc.ALNY57$18.9K0.0%−$3.81KCut−$19.7K
Siriusxm Holdings Inc811$18.7K0.0%$565Added$15.1K
Bridger Aerospace Grp Hldgs47.3K$18.5K0.0%$9.02KHeld
Sandisk CorpSNDK29$18.4K0.0%New
Progressive Corp92$18.2K0.0%New
Macom Tech Solutions Hldgs I81$18K0.0%New
Mks IncMKSI78$17.9K0.0%$5.46KCut−$10.2K
Or Royalties Inc.OR462$17.6K0.0%New
Gilat Satellite Networks LtdGILT1.17K$17.5K0.0%New
Perpetua Resources Corp.PPTA620$17.4K0.0%New
Iren Limited495$17K0.0%−$1.73KCut−$59.7K
Hf Sinclair CorpDINO265$16.5K0.0%New
Celestica IncCLS58$16.3K0.0%New
Telesat CorpTSAT450$16.3K0.0%New
Grupo Aeroportuario Del Sure48$16.1K0.0%New
Flex Ltd.FLEX246$16.1K0.0%New
Centrus Energy CorpLEU92$16K0.0%−$6.36KCut−$28K
Banco Macro Sa206$15.9K0.0%New
Sprouts Fmrs Mkt Inc205$15.8K0.0%New
CoreWeave, Inc.CRWV204$15.8K0.0%$1.02KAdded$3.34K
Ionis Pharmaceuticals IncIONS208$15.6K0.0%−$836Cut−$40.6K
Wayfair Inc.W207$15.6K0.0%−$5.22KCut−$38.9K
Evergy, Inc.EVRG189$15.5K0.0%$1.78KCut−$17.6K
Anheuser Busch Inbev Sa/Nv222$15.4K0.0%New
SoFi Technologies, Inc.SOFI951$15.1K0.0%−$9.8KCut−$55.3K
Netflix IncNFLX157$15.1K0.0%New
Granite Constr Inc125$15K0.0%$566Cut−$20.9K
Spotify Technology S.A.SPOT30$14.5K0.0%−$2.87KCut−$28.4K
Ventas, Inc.VTR176$14.4K0.0%$774Cut−$18.2K
Guardant Health, Inc.GH155$14.3K0.0%−$1.51KCut−$22.8K
Vale S.A.VALE844$13.4K0.0%New
Chipotle Mexican Grill IncCMG416$13.3K0.0%New
Ge Healthcare Technologies I187$13.3K0.0%New
Seabridge Gold IncSA465$13.2K0.0%New
Diageo Plc176$13.1K0.0%New
P T Telekomunikasi Indonesia698$13K0.0%New
Performance Food Group CoPFGC152$13K0.0%New
Tempus AI, Inc.TEM284$12.8K0.0%−$2.17KAdded$3.57K
Bloom Energy CorpBE92$12.5K0.0%$4.47KCut−$5.52K
Fortinet, Inc.FTNT152$12.4K0.0%New
Nu Hldgs Ltd863$12.4K0.0%New
Ternium Sa308$12.4K0.0%New
Automatic Data Processing In60$12.2K0.0%New
Iridium Communications Inc.IRDM436$12.1K0.0%New
Amkor Technology, Inc.AMKR267$12K0.0%New
Digitalocean Hldgs Inc140$12K0.0%$5.27KCut−$4.54K
Palo Alto Networks IncPANW74$11.9K0.0%New
Eog Res Inc82$11.9K0.0%New
Advanced Energy Inds36$11.6K0.0%$4.08KCut−$6.81K
Federal Agric Mtg Corp75$11.1K0.0%New
Norwegian Cruise Line Hldg L579$10.8K0.0%−$2.1KCut−$10.5K
Uber Technologies, IncUBER150$10.8K0.0%−$1.47KCut−$24.7K
Oshkosh CorpOSK73$10.7K0.0%New
Cms Energy Corp138$10.7K0.0%$1.06KCut−$7.41K
Halozyme Therapeutics, Inc.HALO165$10.7K0.0%−$440Cut−$23.9K
D R Horton Inc76$10.4K0.0%New
Abbott LabsABT100$10.3K0.0%New
Marvell Technology, Inc.MRVL102$10.1K0.0%New
Check Point Software Tech Lt70$10K0.0%−$1.07KAdded$5.36K
CAE IncCAE383$9.98K0.0%New
On Semiconductor CorpON152$9.41K0.0%$1.18KCut−$12.6K
Crowdstrike Hldgs Inc24$9.37K0.0%New
Ishares Silver Tr137$9.34K0.0%New
Royal Gold IncRGLD36$9.16K0.0%New
Nova Ltd.NVMI21$9.12K0.0%$2.22KCut−$6.97K
Baker Hughes Company149$9.1K0.0%New
Empresa Dist Y Comercial Nor300$9.01K0.0%New
PBF Energy Inc.PBF188$8.95K0.0%New
Txnm Energy IncTXNM153$8.94K0.0%−$65Cut−$11.3K
Amphenol Corp New69$8.72K0.0%New
Oklo Inc.OKLO175$8.68K0.0%New
NIKE, Inc.NKE162$8.56K0.0%New
Stride, Inc.LRN97$8.55K0.0%$2.25KCut−$1.9K
Skeena Res Ltd New284$8.44K0.0%New
Zoetis Inc.ZTS71$8.39K0.0%−$540Cut−$1.55K
Core Scientific Inc New561$8.39K0.0%$225Cut−$13.9K
Republic Svcs Inc38$8.32K0.0%New
Vizsla Silver Corp.VZLA2.52K$8.31K0.0%−$1.5KAdded$4.53K
Imperial Oil LtdIMO62$8.11K0.0%New
Abrdn Platinum Etf TrustPPLT45$8.02K0.0%New
Keysight Technologies, Inc.KEYS28$7.91K0.0%New
Cipher Mining IncCIFR613$7.89K0.0%−$1.16KCut−$17.7K
Century Cmntys IncCCS137$7.86K0.0%New
Ugi Corp New215$7.83K0.0%−$218Cut−$13K
Fortis Inc139$7.75K0.0%New
Monolithic Pwr Sys Inc7$7.65K0.0%New
Tetra Tech Inc New254$7.65K0.0%−$804Added−$232
Camtek LtdCAMT50$7.58K0.0%$2.26KCut−$4.75K
Lucid Group, Inc.LCID795$7.58K0.0%−$827Cut−$13.3K
Irsa Inversiones Y Rep S A463$7.5K0.0%New
Itron, Inc.ITRI83$7.44K0.0%−$268Cut−$3.89K
Osi Systems IncOSIS28$7.43K0.0%$292Cut−$10.4K
USA Rare Earth, Inc.USAR491$7.43K0.0%New
Vaneck Bitcoin EtfHODL384$7.36K0.0%−$2.14KHeld
Cleanspark Inc862$7.34K0.0%−$1.39KCut−$13.6K
Block Inc121$7.28K0.0%−$10Added$7.15K
Itt Inc.ITT38$7.24K0.0%New
B2gold CorpBTG1.58K$7.18K0.0%$32Cut−$8.55K
Snap IncSNAP1.56K$7.17K0.0%−$1.46KAdded$3.77K
Cava Group, Inc.CAVA85$6.88K0.0%New
Moderna, Inc.MRNA135$6.86K0.0%New
Nomura Hldgs Inc865$6.83K0.0%New
Curtiss Wright CorpCW10$6.81K0.0%New
Ati IncATI46$6.69K0.0%New
Makemytrip Limited Mauritius179$6.67K0.0%−$8.02KCut−$8.6K
Ingersoll Rand Inc.IR80$6.41K0.0%New
Datadog, Inc.DDOG52$6.14K0.0%−$932Cut−$2.16K
BWX Technologies, Inc.BWXT30$6.13K0.0%$950Cut−$6.66K
Trip Com Group Ltd122$6.07K0.0%−$2.7KCut−$26.2K
Liberty Energy Inc.LBRT210$6.05K0.0%New
Avino Silver & Gold Mines Lt932$5.89K0.0%New
Textron IncTXT66$5.78K0.0%New
Parke Bancorp, Inc.PKBK198$5.62K0.0%New
Costar Group, Inc.CSGP137$5.53K0.0%New
AramarkARMK136$5.51K0.0%New
Hexcel Corp New68$5.5K0.0%New
Americas Gold And Silver Cor1.04K$5.46K0.0%New
Momentus Inc1.46K$5.38K0.0%New
Energy Fuels IncUUUU286$5.22K0.0%$1.06KCut−$4.64K
Solaris Energy Infras Inc92$5.2K0.0%$970Cut−$6.38K
Csg Sys Intl Inc63$5.04K0.0%$204Cut−$4.93K
Bitdeer Technologies GroupBTDR576$4.98K0.0%−$1.48KCut−$6.75K
Cytokinetics IncCYTK75$4.94K0.0%$178Cut−$8.15K
Jd.Com Inc167$4.94K0.0%$145Cut−$7.75K
Ascendis Pharma A/SASND21$4.8K0.0%$325Cut−$6.07K
F5, Inc.FFIV16$4.63K0.0%New
Sphere Entertainment Co.SPHR39$4.58K0.0%$871Cut−$6.26K
Okta, Inc.OKTA57$4.49K0.0%New
Aar CorpAIR40$4.38K0.0%New
Pinnacle West Cap Corp43$4.33K0.0%$518Cut−$1.88K
Oceaneering Intl Inc120$4.26K0.0%New
Leonardo DRS, Inc.DRS95$4.23K0.0%New
Lci Inds34$4.18K0.0%$55Cut−$5.41K
Upstart Hldgs Inc162$4.16K0.0%−$2.93KCut−$16.5K
Ormat Technologies, Inc.ORA37$4.14K0.0%$54Cut−$2.71K
AbbVie Inc.ABBV19$4.13K0.0%New
Etsy IncETSY82$4.1K0.0%−$448Cut−$8.93K
Trilogy Metals Inc New1.14K$4.09K0.0%New
Fluor Corp NewFLR87$4.06K0.0%$611Cut−$5.1K
Companhia Paranaense De Ener338$4.04K0.0%New
Graniteshares Etf Tr1.16K$4.02K0.0%−$2.41KHeld
Virgin Galactic Holdings, IncSPCE1.64K$4K0.0%New
Gen Digital Inc211$3.97K0.0%New
Lyft, Inc.LYFT295$3.92K0.0%−$1.79KCut−$11.5K
Integer Hldgs Corp44$3.87K0.0%$421Cut−$4.13K
Global Pmts Inc57$3.84K0.0%−$576Cut−$8.63K
Mirion Technologies, Inc.MIR206$3.83K0.0%−$995Cut−$10.2K
Analog Devices IncADI12$3.82K0.0%New
Zillow Group Inc92$3.81K0.0%New
Merit Med Sys Inc55$3.79K0.0%−$1.06KCut−$9.08K
Ase Technology Hldg Co Ltd172$3.73K0.0%New
Nio Inc615$3.71K0.0%$571Cut−$4.38K
Arrowhead Pharmaceuticals In59$3.7K0.0%New
Mirum Pharmaceuticals, Inc.MIRM40$3.69K0.0%$535Cut−$6.18K
TransMedics Group, Inc.TMDX37$3.68K0.0%−$823Cut−$9.34K
Wix.com Ltd.WIX40$3.6K0.0%−$553Cut−$6.16K
Avnet IncAVT58$3.57K0.0%$786Cut−$897
Beone Medicines Ltd12$3.56K0.0%New
Dynatrace, Inc.DT96$3.55K0.0%New
Blacksky Technology Inc139$3.5K0.0%New
Post Hldgs Inc35$3.46K0.0%−$7Cut−$4.76K
Ha Sustainable Infra Cap Inc94$3.46K0.0%$500Cut−$4.4K
Thermo Fisher Scientific Inc.TMO7$3.44K0.0%New
Ftai Aviation Ltd14$3.43K0.0%New
Janus Detroit Str Tr70$3.42K0.0%−$20Held
United Airls Hldgs Inc37$3.41K0.0%New
Sunrun Inc.RUN246$3.34K0.0%−$1.19KCut−$9.32K
Arista Networks, Inc.ANET27$3.31K0.0%New
Unity Software Inc.U150$3.29K0.0%−$3.33KCut−$13.9K
Satellogic Inc603$3.28K0.0%New
NetApp, Inc.NTAP32$3.28K0.0%New
Par Pac Holdings Inc52$3.26K0.0%New
Burlington Stores, Inc.BURL10$3.25K0.0%$329Added$654
Merck & Co., Inc.MRK27$3.25K0.0%$406Cut−$1.17K
Nutanix, Inc.NTNX84$3.19K0.0%−$1.15KCut−$11.4K
Roblox CorpRBLX56$3.17K0.0%New
Crane Company18$3.08K0.0%New
Peabody Energy CorpBTU93$3.06K0.0%$302Cut−$4.99K
Echostar CorpECHO26$3.04K0.0%New
Mcewen Inc.MUX149$3.04K0.0%New
Booz Allen Hamilton Hldg Cor39$3.04K0.0%New
Credo Technology Group Holdi32$3K0.0%New
Jetblue Awys CorpJBLU677$2.99K0.0%−$88Cut−$4.96K
Joby Aviation Inc362$2.99K0.0%New
Irhythm Technologies IncIRTC25$2.95K0.0%−$1.48KCut−$12.1K
Vishay Intertechnology IncVSH163$2.93K0.0%$572Cut−$2.19K
Peloton Interactive, Inc.PTON665$2.85K0.0%−$1.24KCut−$7.84K
Webster Finl Corp41$2.85K0.0%New
WisdomTree, Inc.WT193$2.81K0.0%$457Cut−$3.76K
Transocean Ltd.RIG423$2.8K0.0%$1.06KCut$206
Hertz Global Hldgs Inc607$2.8K0.0%−$322Cut−$3.59K
Compass, Inc.COMP382$2.79K0.0%New
Rubrik, Inc.RBRK57$2.79K0.0%−$1.57KCut−$9.83K
Plug Power IncPLUG1.21K$2.73K0.0%$350Cut−$3.19K
Cheesecake Factory IncCAKE49$2.68K0.0%$210Cut−$3.32K
Affirm Hldgs Inc58$2.66K0.0%−$1.66KCut−$9.1K
Lantheus Hldgs Inc35$2.65K0.0%$326Cut−$5.26K
Ligand Pharmaceuticals Inc13$2.6K0.0%$137Cut−$3.83K
Synaptics IncSYNA37$2.59K0.0%−$148Cut−$3.7K
Chunghwa Telecom Co LtdCHT61$2.58K0.0%New
Pebblebrook Hotel Tr202$2.55K0.0%$264Cut−$2.71K
Teledyne Technologies IncTDY4$2.42K0.0%New
Guidewire Software, Inc.GWRE16$2.39K0.0%−$823Cut−$5.25K
Euronet Worldwide, Inc.EEFT36$2.39K0.0%−$351Cut−$4.16K
Calumet Inc66$2.37K0.0%New
Patrick Inds Inc21$2.33K0.0%$55Cut−$4.39K
Parsons Corp Del43$2.33K0.0%−$328Cut−$4.41K
Realty Income CorpO38$2.33K0.0%New
Jfrog LtdFROG49$2.3K0.0%New
Sarepta Therapeutics, Inc.SRPT103$2.24K0.0%$25Cut−$2.49K
Banco Bradesco S A608$2.22K0.0%New
BILL Holdings, Inc.BILL56$2.15K0.0%−$909Cut−$5.38K
Greenbrier Cos Inc40$2.11K0.0%$236Cut−$2.62K
Northern Oil & Gas, Inc.NOG72$2.1K0.0%$559Cut−$1.29K
Solaredge Technologies, Inc.SEDG41$2.09K0.0%$910Cut−$1.28K
Aurora Innovation Inc505$2.08K0.0%$142Cut−$3.35K
Fluence Energy, Inc.FLNC151$2.08K0.0%−$909Cut−$5.81K
BXP, Inc.BXP40$2.08K0.0%−$623Cut−$7.98K
Vanguard Charlotte Fds43$2.07K0.0%−$12Cut−$550.7K
United Microelectronics CorpUMC229$2.06K0.0%New
Aerovironment IncAVAV11$2.01K0.0%−$647Cut−$6.94K
Galaxy Digital Inc.GLXY109$2.01K0.0%−$426Cut−$7.33K
Delek Us Hldgs Inc New44$1.98K0.0%New
Esgl Hldgs Ltd20K$1.98K0.0%−$20Held
Haemonetics Corp Mass35$1.97K0.0%−$832Cut−$6.76K
Vanguard Scottsdale Fds42$1.97K0.0%−$5Cut−$219.3K
Denison Mines Corp.DNN544$1.92K0.0%$473Cut−$2.43K
Federal Rlty Invt Tr New18$1.91K0.0%$98Cut−$1.92K
Alliant Energy CorpLNT26$1.87K0.0%$176Cut−$12.4K
Garmin LtdGRMN8$1.86K0.0%New
V2X, Inc.VVX27$1.85K0.0%New
Capital One Finl Corp10$1.82K0.0%New
Blackline, Inc.BL49$1.81K0.0%−$896Cut−$6.59K
JBT MAREL CorpJBTM14$1.79K0.0%−$319Cut−$11K
Liberty Media Corp Del21$1.78K0.0%−$284Cut−$6.39K
Western Copper & Gold CorpWRN695$1.76K0.0%New
WhiteFiber, Inc.WYFI146$1.74K0.0%New
Chefs Whse Inc29$1.72K0.0%−$83Cut−$4.57K
Norfolk Southn Corp6$1.72K0.0%New
Commvault Sys Inc22$1.71K0.0%−$1.04KCut−$5.93K
World Kinect CorpWKC74$1.71K0.0%−$27Cut−$1.93K
Eos Energy Enterprises Inc330$1.64K0.0%−$2.14KCut−$6.65K
Rbc Bearings IncRBC3$1.63K0.0%New
Illumina, Inc.ILMN13$1.6K0.0%New
Elastic N.V.ESTC32$1.6K0.0%New
Fastly, Inc.FSLY55$1.6K0.0%New
Varonis Sys Inc74$1.59K0.0%−$838Cut−$1.85K
SentinelOne, Inc.S123$1.58K0.0%New
Repligen CorpRGEN13$1.53K0.0%−$598Cut−$5.51K
Science Applications Intl Co16$1.52K0.0%New
Twenty One Cap Inc234$1.5K0.0%−$552Cut−$2.08K
I-80 Gold Corp975$1.48K0.0%New
Freshpet, Inc.FRPT25$1.47K0.0%−$49Cut−$4.07K
UL Solutions Inc.ULS17$1.46K0.0%New
Trinity Inds Inc45$1.45K0.0%New
Alignment Healthcare, Inc.ALHC82$1.45K0.0%−$175Cut−$4.08K
Sidus Space Inc.SIDU620$1.44K0.0%New
Enovix CorpENVX273$1.41K0.0%−$582Cut−$4.59K
Saia IncSAIA4$1.41K0.0%New
Klaviyo, Inc.KVYO71$1.38K0.0%New
Alphatec Hldgs Inc127$1.38K0.0%−$1.29KCut−$9.75K
Blackstone Inc.BX12$1.38K0.0%New
Oscar Health, Inc.OSCR118$1.35K0.0%−$343Cut−$3.46K
Dropbox, Inc.DBX58$1.32K0.0%−$295Cut−$4.85K
Tutor Perini CorpTPC17$1.31K0.0%New
Workiva IncWK21$1.25K0.0%−$559Cut−$5.65K
Suzano S.A.SUZ122$1.22K0.0%New
Bitfarms Ltd604$1.18K0.0%−$242Cut−$2.75K
Old Dominion Freight Line In6$1.17K0.0%New
Ani Pharmaceuticals IncANIP15$1.15K0.0%−$30Cut−$2.87K
Equifax IncEFX6$1.08K0.0%New
Copt Defense PropertiesCDP34$1.04K0.0%$95Cut−$1.18K
Spectrum Brands Hldgs Inc NeSPB14$1.03K0.0%$205Cut−$327
Kosmos Energy Ltd.KOS369$1.03K0.0%$691Cut$454
Onto Innovation Inc.ONTO5$1.02K0.0%$236Held
Willscot Hldgs Corp59$1.02K0.0%New
Materion CorpMTRN7$1.01K0.0%New
Rocket Cos Inc68$9690.0%New
Qualys, Inc.QLYS11$9660.0%New
Livanova PlcLIVN15$9530.0%$30Cut−$2.25K
Gartner IncIT6$9500.0%New
Blue Owl Capital Inc102$9310.0%New
Semtech CorpSMTC12$9230.0%$39Cut−$2.76K
Envista Holdings CorpNVST36$9130.0%$132Cut−$411
Box Inc38$8980.0%−$239Cut−$3.47K
Progress Software Corp34$8720.0%−$589Cut−$3.6K
Meritage Homes CorpMTH14$8660.0%−$55Cut−$1.9K
Travere Therapeutics, Inc.TVTX29$8620.0%−$246Cut−$3.23K
Xometry, Inc.XMTR21$8580.0%−$391Cut−$3.48K
Pennymac Mtg Invt Tr73$8510.0%−$65Cut−$668
Zscaler, Inc.ZS6$8420.0%−$508Cut−$5.23K
Dexcom IncDXCM13$8160.0%−$47Cut−$2.5K
BlackBerry LtdBB244$7910.0%New
Apple Inc.AAPL3$7610.0%−$55Cut−$13.6M
Microsoft CorpMSFT2$7400.0%−$227Cut−$120.9M
Netscout Sys Inc23$7310.0%New
Weibo Corp81$7090.0%−$119Cut−$2.59K
Herbalife Ltd.HLF48$7070.0%$88Cut−$1.46K
Enovis CORPENOV31$7050.0%−$121Cut−$1.72K
EnersysENS4$6950.0%New
Li Auto Inc37$6600.0%$34Cut−$2.73K
Tenable Hldgs Inc39$6600.0%New
Astera Labs, Inc.ALAB6$6580.0%New
Starwood Ppty Tr Inc37$6370.0%−$29Cut−$1.87K
Innoviva, Inc.INVA27$6290.0%$89Cut−$710
Hdfc Bank LtdHDB25$6220.0%New
Paramount Gold Nev Corp372$6180.0%New
Flutter Entmt Plc6$6120.0%New
Ramaco Res Inc38$5870.0%−$97Cut−$1.7K
Alarm Com Hldgs Inc13$5610.0%−$102Cut−$1.94K
Winnebago Inds Inc18$5580.0%−$171Cut−$1.83K
Indivior Pharmaceuticals, Inc.INDV17$5180.0%New
Array Technologies, Inc.ARRY71$5130.0%−$142Cut−$4.21K
A10 Networks, Inc.ATEN21$4860.0%New
Alkami Technology, Inc.ALKT30$4700.0%−$222Cut−$2.07K
Bp Plc10$4700.0%New
Ziff Davis, Inc.ZD11$4620.0%New
Match Group Inc New15$4610.0%−$23Cut−$734
Tandem Diabetes Care IncTNDM24$4600.0%−$67Cut−$1.52K
MARRIOTT VACATIONS WORLDWIDE CorpVAC7$4560.0%$52Cut−$294
Life360 Inc11$4490.0%−$256Cut−$577
Rexford Indl Rlty Inc13$4250.0%−$78Cut−$2.44K
Tanger Inc.SKT12$4080.0%New
Radware LtdRDWR15$3950.0%New
Pldt Inc17$3580.0%New
Brookdale Sr Living Inc25$3420.0%$72Cut−$618
Pacira BioSciences, Inc.PCRX15$3390.0%−$49Cut−$1.06K
Cracker Barrel Old Ctry Stor12$3370.0%$32Cut−$527
Immunocore Hldgs Plc10$3020.0%−$45Cut−$982
Heico Corp New1$2740.0%New
American Wtr Wks Co Inc New2$2720.0%$11Cut−$903
Oddity Tech LtdODD19$2540.0%−$509Cut−$3.12K
Franco Nev Corp1$2470.0%New
Five9, Inc.FIVN13$1970.0%−$64Cut−$525
Qfin Holdings Inc15$1940.0%−$95Cut−$1.73K
Keurig Dr Pepper Inc.KDP7$1840.0%New
Vertex, Inc.VERX15$1780.0%−$122Cut−$1.26K
Draftkings Inc New8$1730.0%−$103Cut−$1.62K
Nabors Industries LtdNBR2$1720.0%$63Cut−$154
Sea LtdSE2$1660.0%New
PagerDuty, Inc.PD24$1490.0%−$166Cut−$1.96K
Amphastar Pharmaceuticals In7$1370.0%−$50Cut−$586
Xerox Holdings Corp199$1330.0%−$339Cut−$552
Hercules Capital Inc9$1330.0%−$36Cut−$1.24K
Bentley Sys Inc3$1050.0%−$10Cut−$48
Toronto Dominion Bk Ont1$930.0%New
Grab Holdings Limited25$920.0%New
Shake Shack Inc.SHAK1$880.0%$7Cut−$318
Repay Hldgs Corp29$750.0%−$31Cut−$316
The Beauty Health CompanySKIN81$720.0%−$41Cut−$790
Woori Finl Group Inc1$670.0%New
Redwood Trust Inc12$670.0%$1Cut−$60
Embraer S.A.EMBJ1$590.0%New
Biomarin Pharmaceutical IncBMRN1$560.0%−$4Cut−$182
Topgolf Callaway Brands CorpCALY4$560.0%$9Cut−$364
Enphase Energy, Inc.ENPH1$380.0%$6Cut−$26
Evolent Health, Inc.EVH14$320.0%−$24Cut−$208
Porch Group, Inc.PRCH3$220.0%−$5Cut−$161
Lithium Argentina AgLAR3$200.0%$3Cut−$53
Rapid7, Inc.RPD1$60.0%−$9Cut−$131

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.