13F

Investor

Numerai GP LLC

CIK 0001668527 · filed 2026-02-17 · SEC filing

13F book

$829.6M

Positions

608

Largest name

1.1%

Universal Display Corp

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Universal Display Corp75.4K$8.8M1.1%Held
Skyworks Solutions, Inc.SWKS137.6K$8.72M1.1%Held
Commerce Bancshares Inc164.5K$8.61M1.0%Held
Marsh & Mclennan Cos Inc43.1K$8M1.0%Held
Boston Scientific CorpBSX83.7K$7.98M1.0%Held
Costco Whsl Corp New9.23K$7.96M1.0%Held
Otis Worldwide CorpOTIS89.3K$7.8M0.9%Held
Republic Svcs Inc36.4K$7.72M0.9%Held
Bank Ozk Little Rock Ark165.3K$7.61M0.9%Held
Textron IncTXT86.9K$7.58M0.9%Held
Innospec Inc.IOSP98.3K$7.52M0.9%Held
Canadian Natl Ry Co75K$7.41M0.9%Held
Heico Corp New22.8K$7.37M0.9%Held
Oshkosh CorpOSK57.7K$7.25M0.9%Held
Thomson Reuters Corp52.5K$6.93M0.8%Held
Hni CorpHNI160.5K$6.75M0.8%Held
First Finl Bankshares Inc222.2K$6.64M0.8%Held
Dover CorpDOV34K$6.63M0.8%Held
Hormel Foods Corp259.3K$6.14M0.7%Held
Watsco Inc18K$6.07M0.7%Held
First Bancorp P R291.6K$6.05M0.7%Held
Simmons 1st Natl Corp297.3K$5.6M0.7%Held
Prosperity Bancshares IncPB79.6K$5.5M0.7%Held
Copart IncCPRT140.1K$5.49M0.7%Held
Honeywell Intl Inc27.4K$5.34M0.6%Held
Kadant IncKAI18.3K$5.22M0.6%Held
Bentley Sys Inc129.9K$4.96M0.6%Held
Fuller H B CoFUL83.1K$4.94M0.6%Held
Cullen Frost Bankers Inc38.7K$4.9M0.6%Held
Wsfs Finl Corp87.1K$4.81M0.6%Held
Vulcan Matls Co16.4K$4.67M0.6%Held
Cloudflare, Inc.NET22.9K$4.51M0.5%Held
Roper Technologies IncROP10K$4.47M0.5%Held
Woodward, Inc.WWD14.8K$4.47M0.5%Held
Sonos IncSONO253.8K$4.46M0.5%Held
Huntington Ingalls Inds Inc13K$4.41M0.5%Held
Amdocs LtdDOX54.7K$4.41M0.5%Held
Motorola Solutions, Inc.MSI11.3K$4.32M0.5%Held
First Hawaiian, Inc.FHB169.6K$4.29M0.5%Held
Reliance, Inc.RS14.7K$4.24M0.5%Held
Hilton Worldwide Hldgs Inc14.7K$4.23M0.5%Held
National Bk Hldgs Corp107.3K$4.08M0.5%Held
D R Horton Inc27.4K$3.95M0.5%Held
Smithfield Foods IncSFD171.4K$3.83M0.5%Held
Kirby CorpKEX34.7K$3.82M0.5%Held
Manulife Finl Corp103.1K$3.74M0.5%Held
Viking Holdings LtdVIK50.9K$3.63M0.4%Held
Kinsale Cap Group Inc9.16K$3.58M0.4%Held
Cme Group Inc.CME13K$3.56M0.4%Held
Popular Inc28.5K$3.54M0.4%Held
Somnigroup International Inc.SGI39.4K$3.52M0.4%Held
Ufp Industries IncUFPI38K$3.46M0.4%Held
Ryder Sys Inc18.1K$3.46M0.4%Held
Wyndham Hotels & Resorts, Inc.WH45.1K$3.41M0.4%Held
Carnival Corp Ltd.CCL109.9K$3.36M0.4%Held
Toll Brothers, Inc.TOL24.7K$3.34M0.4%Held
Fiserv IncFISV49.7K$3.34M0.4%Held
Omnicom Group Inc.OMC40.3K$3.25M0.4%Held
Kinder Morgan Inc Del117.7K$3.24M0.4%Held
Freeport-Mcmoran IncFCX63.3K$3.21M0.4%Held
Canadian Pacific Kansas City43.5K$3.2M0.4%Held
Eagle Bancorp Inc Md148.1K$3.17M0.4%Held
Arch Cap Group Ltd32.9K$3.16M0.4%Held
Aris Mng CorpARIS191.4K$3.11M0.4%Held
World Kinect CorpWKC131K$3.07M0.4%Held
American Axle & Mfg Hldgs InDCH477.1K$3.06M0.4%Held
Radian Group IncRDN84.6K$3.04M0.4%Held
Marten Trans Ltd263.8K$3M0.4%Held
Vita Coco Co Inc56.4K$2.99M0.4%Held
Veeva Sys Inc13.3K$2.98M0.4%Held
Balchem CorpBCPC19.1K$2.93M0.4%Held
Axis Cap Hldgs Ltd26.7K$2.86M0.3%Held
Glacier Bancorp Inc New64.7K$2.85M0.3%Held
Payoneer Global Inc.PAYO506.5K$2.85M0.3%Held
Aercap Holdings Nv19.6K$2.82M0.3%Held
Sprinklr, Inc.CXM357.2K$2.78M0.3%Held
Cenovus Energy Inc.CVE163.8K$2.77M0.3%Held
Zoetis Inc.ZTS22K$2.77M0.3%Held
Dominos Pizza IncDPZ6.61K$2.76M0.3%Held
Dycom Inds Inc8.08K$2.73M0.3%Held
Vontier CorpVNT72.1K$2.68M0.3%Held
Power Integrations IncPOWI75.1K$2.67M0.3%Held
Price T Rowe Group IncTROW26.1K$2.67M0.3%Held
Microsoft CorpMSFT5.49K$2.66M0.3%Held
Paypal Hldgs Inc44.1K$2.58M0.3%Held
Sun Life Financial Inc.41.1K$2.56M0.3%Held
CGI IncGIB27.7K$2.55M0.3%Held
M/I Homes, Inc.MHO19.9K$2.55M0.3%Held
Morningstar, Inc.MORN11.7K$2.54M0.3%Held
Sprouts Fmrs Mkt Inc31.8K$2.53M0.3%Held
First Merchants Corp66.2K$2.48M0.3%Held
Home Bancshares IncHOMB88.8K$2.47M0.3%Held
DT Midstream, Inc.DTM20.6K$2.46M0.3%Held
Vermilion Energy Inc.VET294.5K$2.46M0.3%Held
Carlisle Cos Inc7.67K$2.45M0.3%Held
Wayfair Inc.W24K$2.41M0.3%Held
ALPHA & OMEGA SEMICONDUCTOR LtdAOSL120.2K$2.38M0.3%Held
GoDaddy Inc.GDDY19.2K$2.38M0.3%Held
Firstservice Corp New15.2K$2.36M0.3%Held
Rollins IncROL38.9K$2.34M0.3%Held
Live Oak Bancshares Inc67.9K$2.33M0.3%Held
Martin Marietta Matls Inc3.73K$2.32M0.3%Held
Fiverr Intl Ltd117.4K$2.32M0.3%Held
Avient CorpAVNT74.3K$2.32M0.3%Held
Stepan CoSCL48.7K$2.31M0.3%Held
Monster Beverage Corp New29.5K$2.26M0.3%Held
Graco IncGGG27.6K$2.26M0.3%Held
Hasbro, Inc.HAS27.4K$2.25M0.3%Held
Arcbest Corp30.2K$2.24M0.3%Held
OneSpan Inc.OSPN173.9K$2.23M0.3%Held
Tradeweb Mkts Inc20.7K$2.23M0.3%Held
Standard Mtr Prods Inc60.4K$2.23M0.3%Held
Natural Grocers By Vitamin C87.8K$2.2M0.3%Held
Atour Lifestyle Hldgs Ltd55.7K$2.19M0.3%Held
CARRIER GLOBAL CorpCARR41K$2.17M0.3%Held
Fluence Energy, Inc.FLNC108.3K$2.14M0.3%Held
Tesla, Inc.TSLA4.72K$2.12M0.3%Held
Hewlett Packard Enterprise C88.1K$2.12M0.3%Held
General Mtrs Co25.9K$2.11M0.3%Held
Reddit, Inc.RDDT9.13K$2.1M0.3%Held
Snap-on IncSNA6.04K$2.08M0.3%Held
HCA Healthcare, Inc.HCA4.43K$2.07M0.2%Held
Green Plains Inc.GPRE210.4K$2.06M0.2%Held
TKO Group Holdings, Inc.TKO9.78K$2.04M0.2%Held
Brown Forman Corp78.1K$2.03M0.2%Held
Progressive Corp8.92K$2.03M0.2%Held
Cheesecake Factory IncCAKE40.1K$2.03M0.2%Held
Costar Group, Inc.CSGP30.1K$2.03M0.2%Held
Expedia Group, Inc.EXPE7.13K$2.02M0.2%Held
Northwest Bancshares Inc MdNWBI165.8K$1.99M0.2%Held
Crescent Energy Company233.3K$1.96M0.2%Held
Talos Energy Inc.TALO176.8K$1.95M0.2%Held
Ashland Inc.ASH33K$1.94M0.2%Held
Badger Meter IncBMI11K$1.91M0.2%Held
Nasdaq, Inc.NDAQ19.7K$1.91M0.2%Held
Pathward Financial, Inc.CASH26.8K$1.9M0.2%Held
Townebank Portsmouth Va55.7K$1.86M0.2%Held
Sps Comm Inc20.8K$1.85M0.2%Held
Westamerica BancorporationWABC38.3K$1.83M0.2%Held
First Finl Bancorp Oh72.5K$1.81M0.2%Held
Frontline PlcFRO82.4K$1.8M0.2%Held
Ameriprise Finl Inc3.63K$1.78M0.2%Held
Healthstream IncHSTM77K$1.78M0.2%Held
Tetra Tech Inc New52.9K$1.78M0.2%Held
Apple Inc.AAPL6.52K$1.77M0.2%Held
J&J Snack Foods CorpJJSF19.2K$1.73M0.2%Held
Hubspot IncHUBS4.31K$1.73M0.2%Held
Euronet Worldwide, Inc.EEFT22.6K$1.72M0.2%Held
Roblox CorpRBLX21.1K$1.71M0.2%Held
Encompass Health CorpEHC16.1K$1.71M0.2%Held
Itron, Inc.ITRI18.4K$1.71M0.2%Held
Pc Connection IncCNXN29.3K$1.69M0.2%Held
Delek Us Hldgs Inc New56.6K$1.68M0.2%Held
Airbnb, Inc.ABNB12.1K$1.64M0.2%Held
Osi Systems IncOSIS6.38K$1.63M0.2%Held
Rubrik, Inc.RBRK20.9K$1.6M0.2%Held
Chord Energy CorpCHRD17.1K$1.59M0.2%Held
Baytex Energy Corp.BTE488.6K$1.58M0.2%Held
Danaher Corporation6.89K$1.58M0.2%Held
Amneal Pharmaceuticals, Inc.AMRX124.9K$1.57M0.2%Held
Voya Financial Inc21K$1.56M0.2%Held
Ternium Sa40.7K$1.56M0.2%Held
Gentex CorpGNTX66.8K$1.56M0.2%Held
Cardinal Health IncCAH7.52K$1.55M0.2%Held
Community Financial System I26.9K$1.54M0.2%Held
Nbt Bancorp IncNBTB37.1K$1.54M0.2%Held
Freshworks Inc.FRSH123.1K$1.51M0.2%Held
10x Genomics, Inc.TXG92.4K$1.51M0.2%Held
Itt Inc.ITT8.67K$1.5M0.2%Held
Ensign Group, IncENSG8.61K$1.5M0.2%Held
Tpg Inc23.4K$1.5M0.2%Held
Jfrog LtdFROG23.9K$1.49M0.2%Held
Crown Hldgs Inc14.3K$1.47M0.2%Held
Kelly Svcs Inc167.4K$1.47M0.2%Held
Union Pac Corp6.36K$1.47M0.2%Held
Terawulf Inc.WULF127.7K$1.47M0.2%Held
Fluor Corp NewFLR36.7K$1.46M0.2%Held
Amazon Com IncAMZN6.29K$1.45M0.2%Held
Carmax IncKMX37.6K$1.45M0.2%Held
Mccormick & Co Inc21.3K$1.45M0.2%Held
Granite Constr Inc12.6K$1.45M0.2%Held
Triumph Financial Inc23.1K$1.45M0.2%Held
CBIZ, Inc.CBZ28.6K$1.45M0.2%Held
Tempus AI, Inc.TEM24.4K$1.44M0.2%Held
Amc Networks IncAMCX150K$1.43M0.2%Held
Quanex Bldg Prods Corp92.8K$1.43M0.2%Held
Sanfilippo John B & Son IncJBSS20.2K$1.43M0.2%Held
Guardant Health, Inc.GH13.9K$1.42M0.2%Held
Canadian Nat Res Ltd41.7K$1.41M0.2%Held
Coca Cola Cons Inc9.12K$1.4M0.2%Held
Franklin Resources IncBEN58.5K$1.4M0.2%Held
Construction Partners, Inc.ROAD12.8K$1.39M0.2%Held
Box Inc46.5K$1.39M0.2%Held
Albany Intl Corp26.9K$1.36M0.2%Held
Amylyx Pharmaceuticals, Inc.AMLX112.6K$1.36M0.2%Held
Taylor Morrison Home Corp23.1K$1.36M0.2%Held
Hubbell IncHUBB3.06K$1.36M0.2%Held
Check Point Software Tech Lt7.31K$1.36M0.2%Held
Abm Inds Inc31.3K$1.33M0.2%Held
Comfort Sys Usa Inc1.41K$1.32M0.2%Held
GLOBALFOUNDRIES Inc.GFS37.3K$1.3M0.2%Held
Everus Constr Group15.2K$1.3M0.2%Held
Intercontinental Exchange In7.97K$1.29M0.2%Held
Wix.com Ltd.WIX12.4K$1.29M0.2%Held
Stock Yds Bancorp Inc19.7K$1.28M0.2%Held
Septerna, Inc.SEPN45.9K$1.28M0.2%Held
Boise Cascade Co Del17.3K$1.28M0.2%Held
Bw Lpg LtdBWLP97K$1.27M0.2%Held
Trex Co IncTREX36.1K$1.27M0.2%Held
Logitech Intl S A12.4K$1.25M0.1%Held
Donnelley Finl Solutions Inc26.6K$1.24M0.1%Held
Addus Homecare CorpADUS11.5K$1.23M0.1%Held
Allison Transmission Hldgs I12.6K$1.23M0.1%Held
Synchrony Financial14.7K$1.22M0.1%Held
ServisFirst Bancshares, Inc.SFBS16.5K$1.18M0.1%Held
Bancfirst Corp11.1K$1.18M0.1%Held
Collegium Pharmaceutical, IncCOLL25.3K$1.17M0.1%Held
Mesa Labs Inc14.9K$1.17M0.1%Held
Nutrien Ltd.NTR18.7K$1.15M0.1%Held
Middleby CorpMIDD7.65K$1.14M0.1%Held
Nabors Industries LtdNBR20.9K$1.14M0.1%Held
Waste Mgmt Inc Del5.17K$1.13M0.1%Held
Par Pac Holdings Inc32.2K$1.13M0.1%Held
Alcon IncALC14.3K$1.12M0.1%Held
Sphere Entertainment Co.SPHR11.7K$1.11M0.1%Held
Minerals Technologies IncMTX18.2K$1.11M0.1%Held
Gulfport Energy CorpGPOR5.28K$1.1M0.1%Held
Affiliated Managers Group In3.74K$1.08M0.1%Held
Ptc Inc.PTC6.15K$1.07M0.1%Held
Arista Networks, Inc.ANET8.15K$1.07M0.1%Held
Park Natl Corp6.97K$1.06M0.1%Held
Banner CorpBANR16.9K$1.06M0.1%Held
Miller Inds Inc Tenn28.3K$1.06M0.1%Held
Ies Hldgs IncIESC2.71K$1.05M0.1%Held
Clearwater Paper CorpCLW60.5K$1.05M0.1%Held
Kroger CoKR16.8K$1.05M0.1%Held
Beta Bionics, Inc.BBNX34.3K$1.04M0.1%Held
Ceva IncCEVA48.4K$1.04M0.1%Held
Tennant CoTNC14K$1.04M0.1%Held
Usana Health Sciences IncUSNA52.3K$1.03M0.1%Held
Esquire Finl Hldgs Inc9.96K$1.02M0.1%Held
Bank Hawaii Corp14.7K$1M0.1%Held
Eaton Corp PlcETN3.15K$1M0.1%Held
Ovintiv Inc.OVV25.5K$1M0.1%Held
Calavo Growers Inc45.8K$997.2K0.1%Held
Interactive Brokers Group In15.5K$996.3K0.1%Held
Tfi Intl IncTFII9.6K$992.3K0.1%Held
American Express CoAXP2.65K$980K0.1%Held
Coastal Finl Corp Wa8.53K$977.6K0.1%Held
Amerant Bancorp Inc.AMTB50.1K$976.7K0.1%Held
Madison Square Garden Entmt18K$971.9K0.1%Held
First Majestic Silver CorpAG58.2K$968.9K0.1%Held
West Fraser Timber Co., LtdWFG15.8K$968.4K0.1%Held
Ati IncATI8.43K$967K0.1%Held
Financial Instns Inc30.5K$950.9K0.1%Held
Tenet Healthcare CorpTHC4.77K$948.5K0.1%Held
WEX Inc.WEX6.35K$945.7K0.1%Held
Cytek Biosciences, Inc.CTKB186.8K$943.2K0.1%Held
PBF Energy Inc.PBF34.6K$939.4K0.1%Held
Royal Caribbean Group3.36K$938K0.1%Held
WisdomTree, Inc.WT76.9K$938K0.1%Held
Illumina, Inc.ILMN7.11K$933.1K0.1%Held
Smith A O CorpAOS13.9K$930.4K0.1%Held
Ihs Holding Limited124.3K$927.1K0.1%Held
Peoples Bancorp IncPEBO30.8K$923.5K0.1%Held
American Eagle Outfitters In34.9K$921K0.1%Held
Gallagher Arthur J & Co3.53K$913.8K0.1%Held
Cleveland-Cliffs Inc New68.5K$910K0.1%Held
Piper Sandler CompaniesPIPR2.66K$904K0.1%Held
The Realreal Inc56.9K$898.6K0.1%Held
Houlihan Lokey, Inc.HLI5.15K$896.9K0.1%Held
Acuity Inc2.49K$896.5K0.1%Held
Sensient Technologies CorpSXT9.49K$891.2K0.1%Held
Global Ship Lease Inc New25.4K$890.8K0.1%Held
Wabtec4.14K$884.3K0.1%Held
Similarweb Ltd.SMWB117.9K$883.4K0.1%Held
Polaris Inc.PII13.9K$879.6K0.1%Held
Curtiss Wright CorpCW1.59K$877.1K0.1%Held
T-Mobile Us Inc4.3K$873.5K0.1%Held
Deckers Outdoor CorpDECK8.31K$861.6K0.1%Held
SoFi Technologies, Inc.SOFI32.8K$857.5K0.1%Held
Align Technology IncALGN5.48K$855.1K0.1%Held
Iridium Communications Inc.IRDM48.8K$848.9K0.1%Held
Melco Resorts And Entmnt Ltd111.8K$846.6K0.1%Held
agilon health, inc.AGL1.23M$845.8K0.1%Held
Element Solutions IncESI33.7K$842.7K0.1%Held
Graphic Packaging Hldg Co55.9K$841.8K0.1%Held
Tetra Technologies Inc Del89.5K$838.2K0.1%Held
Cnx Res Corp22.4K$822.8K0.1%Held
Adobe Inc.ADBE2.33K$814.1K0.1%Held
Viavi Solutions Inc.VIAV45.7K$814K0.1%Held
Evolv Technologies Hldngs In113.3K$811.1K0.1%Held
Dana IncDAN34K$806.7K0.1%Held
Spotify Technology S.A.SPOT1.39K$804.9K0.1%Held
Great Lakes Dredge & Dock Co60.9K$799.3K0.1%Held
Roku, IncROKU7.27K$789K0.1%Held
Aquestive Therapeutics, Inc.AQST122.1K$788.9K0.1%Held
CDW CorpCDW5.77K$785.6K0.1%Held
Constellium SeCSTM41.2K$777.1K0.1%Held
Zebra Technologies Corporati3.19K$773.6K0.1%Held
Geo Group Inc NewGEO47.9K$772.6K0.1%Held
Stifel Finl Corp6.1K$764.3K0.1%Held
Virtus Invt Partners Inc4.68K$763.2K0.1%Held
Iqvia Hldgs Inc3.37K$759.4K0.1%Held
Amprius Technologies Inc96.2K$759.1K0.1%Held
Alphatec Hldgs Inc36K$756.9K0.1%Held
Centene Corp Del18.3K$754.9K0.1%Held
City Hldg Co6.33K$754.4K0.1%Held
Western Un Co80.8K$752.5K0.1%Held
Gilat Satellite Networks LtdGILT58K$751.2K0.1%Held
Pangaea Logistics Solution L109.1K$750.8K0.1%Held
Caseys Gen Stores Inc1.36K$750K0.1%Held
Midland States Bancorp Inc35.3K$747.2K0.1%Held
Transocean Ltd.RIG180.1K$743.9K0.1%Held
Ssr Mining In33.8K$741.2K0.1%Held
Nu Hldgs Ltd44.2K$739.6K0.1%Held
GCM Grosvenor Inc.GCMG64.8K$733.7K0.1%Held
Autozone IncAZO214$725.8K0.1%Held
Kaiser Aluminum CorpKALU6.32K$725.6K0.1%Held
Washington Tr Bancorp Inc24.5K$723.8K0.1%Held
Ciena CorpCIEN3.09K$723.1K0.1%Held
Lightspeed Commerce Inc.LSPD59.8K$722.8K0.1%Held
Hello Group Inc.MOMO110K$720.3K0.1%Held
Okeanis Eco Tankers Cor21.1K$713.2K0.1%Held
Aspen Aerogels IncASPN251.9K$712.8K0.1%Held
Datadog, Inc.DDOG5.24K$712.5K0.1%Held
Flushing Finl Corp46.6K$706.2K0.1%Held
Victorias Secret And Co13K$702.9K0.1%Held
Cencora, Inc.COR2.08K$702.5K0.1%Held
Cra Intl Inc3.49K$700.4K0.1%Held
Immersion CorpIMMR102.7K$698.3K0.1%Held
Methode Electrs Inc105.2K$698.2K0.1%Held
Sunrun Inc.RUN37.6K$691.5K0.1%Held
Planet Labs PbcPL34.7K$684.6K0.1%Held
Genius Sports Limited61.6K$678.9K0.1%Held
Sandisk CorpSNDK2.85K$675.8K0.1%Held
Theravance Biopharma, Inc.TBPH35.8K$670.7K0.1%Held
Penske Automotive Grp Inc4.24K$670.5K0.1%Held
Cable One, Inc.CABO5.92K$668.1K0.1%Held
Ichor Holdings, Ltd.ICHR36.2K$667.7K0.1%Held
Novocure LtdNVCR51.2K$662.2K0.1%Held
M & T Bk Corp3.29K$661.9K0.1%Held
Urban Outfitters IncURBN8.79K$661.8K0.1%Held
Liberty Media Corp Del6.62K$651.6K0.1%Held
Primo Brands CorpPRMB39.8K$650.5K0.1%Held
ADTRAN Holdings, Inc.ADTN74.5K$647.6K0.1%Held
Thermon Group Hldgs Inc17.4K$645.1K0.1%Held
Transcat IncTRNS11.4K$644.2K0.1%Held
Solaris Energy Infras Inc13.9K$641.2K0.1%Held
Knowles CorpKN29.8K$639.3K0.1%Held
Carvana Co.CVNA1.5K$633.9K0.1%Held
Renaissancere Hldgs Ltd2.25K$631.5K0.1%Held
Movado Group Inc30.6K$630.8K0.1%Held
Netflix IncNFLX6.72K$629.7K0.1%Held
Granite Ridge Resources, Inc.GRNT133.5K$627.6K0.1%Held
Centuri Holdings, Inc.CTRI24.8K$625.1K0.1%Held
Stride, Inc.LRN9.61K$624.1K0.1%Held
Comstock Res Inc26.9K$623.7K0.1%Held
Calumet Inc31.2K$619.7K0.1%Held
Ardent Health, Inc.ARDT69.8K$616.4K0.1%Held
Ziprecruiter, Inc.ZIP155K$604.5K0.1%Held
First Intst Bancsystem Inc17.4K$602.8K0.1%Held
Crowdstrike Hldgs Inc1.28K$601K0.1%Held
Rmr Group Inc.RMR39.8K$593.5K0.1%Held
C3.ai, Inc.AI44K$593.4K0.1%Held
Varex Imaging CorpVREX50.9K$592.9K0.1%Held
Robinhood Mkts Inc5.23K$592K0.1%Held
Covenant Logistics Group, Inc.CVLG26.5K$585K0.1%Held
Marriott Intl Inc New1.87K$580.5K0.1%Held
Rbc Bearings IncRBC1.29K$579.8K0.1%Held
ARKO Corp.ARKO126.3K$573.2K0.1%Held
Lemaitre Vascular IncLMAT7.06K$572.6K0.1%Held
Western Digital CorpWDC3.29K$567.5K0.1%Held
Globus Med Inc6.48K$565.9K0.1%Held
Murphy USA Inc.MUSA1.39K$562.5K0.1%Held
Emerson Elec Co4.23K$561.3K0.1%Held
Waste Connections, Inc.WCN3.18K$557.6K0.1%Held
Williams Cos Inc9.28K$557.6K0.1%Held
Booking Holdings Inc.BKNG104$557K0.1%Held
Mp Materials Corp10.9K$553.1K0.1%Held
Zscaler, Inc.ZS2.43K$547.2K0.1%Held
Fifth Third Bancorp11.7K$546K0.1%Held
Lindblad Expeditions Hldgs I37.4K$539.2K0.1%Held
Helix Energy Solutions Grp I85.8K$538.1K0.1%Held
Bread Financial Holdings Inc7.2K$533.2K0.1%Held
Scansource, Inc.SCSC13.6K$531.5K0.1%Held
Enova Intl Inc3.37K$529.8K0.1%Held
Q2 Hldgs Inc7.33K$528.8K0.1%Held
Myr Group Inc DelMYRG2.4K$524.4K0.1%Held
Exponent IncEXPO7.54K$524K0.1%Held
Conmed CorpCNMD12.9K$524K0.1%Held
Tyler Technologies IncTYL1.15K$523.9K0.1%Held
Diversified Energy CoDEC35.8K$518.1K0.1%Held
GE Vernova Inc.GEV792$517.6K0.1%Held
Diamond Hill Invt Group Inc3.04K$515.5K0.1%Held
Cameco CorpCCJ5.62K$513.7K0.1%Held
Zimmer Biomet Holdings, Inc.ZBH5.66K$509.1K0.1%Held
Avanos Med Inc45.3K$508.2K0.1%Held
Red Rock Resorts, Inc.RRR8.17K$505.9K0.1%Held
Universal Corp /Va/UVV9.54K$503K0.1%Held
Fortuna Mng Corp51.2K$502.2K0.1%Held
Sherwin Williams CoSHW1.53K$496.4K0.1%Held
Benchmark Electrs Inc11.5K$492.1K0.1%Held
Koppers Holdings Inc.KOP18K$487.3K0.1%Held
Comcast Corp New16.3K$485.8K0.1%Held
Davita Inc.DVA4.27K$485.1K0.1%Held
Pnc Finl Svcs Group Inc2.31K$481.5K0.1%Held
VtexVTEX127.4K$479K0.1%Held
Fox Corp6.54K$478K0.1%Held
Chefs Whse Inc7.66K$477.2K0.1%Held
Shoe Carnival Inc28.1K$474.1K0.1%Held
Colliers Intl Group Inc3.21K$471.8K0.1%Held
Lennox Intl Inc966$469.1K0.1%Held
Dxp Enterprises IncDXPE4.27K$468.8K0.1%Held
Flowserve CorpFLS6.75K$468.7K0.1%Held
Molina Healthcare, Inc.MOH2.69K$467.3K0.1%Held
Equitable Hldgs Inc9.79K$466.5K0.1%Held
Himalaya Shipping Ltd.HSHP50.6K$460.6K0.1%Held
Backblaze, Inc.BLZE98.4K$458.7K0.1%Held
Porch Group, Inc.PRCH50K$456.3K0.1%Held
Titan Amer Sa27.5K$453.2K0.1%Held
Neuropace IncNPCE29.3K$452K0.1%Held
Ats Corporation16.3K$449K0.1%Held
Peapack-Gladstone Finl Corp16.1K$448.8K0.1%Held
Xometry, Inc.XMTR7.51K$446.6K0.1%Held
Oracle Corp2.29K$446.1K0.1%Held
Century Alum Co11.3K$444K0.1%Held
Seabridge Gold IncSA15K$442.5K0.1%Held
Bath & Body Works, Inc.BBWI22K$441.9K0.1%Held
XPEL, Inc.XPEL8.8K$439.3K0.1%Held
Napco Sec Technologies Inc10.4K$433K0.1%Held
Millicom Intl Cellular S A7.75K$429.5K0.1%Held
Lendingclub CorpHAPN22.6K$428.8K0.1%Held
Westlake CorpWLK5.79K$428.3K0.1%Held
Navigator Hldgs Ltd24.6K$425.2K0.1%Held
Elbit Sys Ltd735$424.6K0.1%Held
Lakeland Finl Corp7.44K$424.5K0.1%Held
Nerdwallet, Inc.NRDS31.2K$422.9K0.1%Held
Allegiant Travel CoALGT4.92K$419.2K0.1%Held
Rayonier Advanced Matls Inc71K$418K0.1%Held
Independent Bk Corp Mich12.6K$409.6K0.0%Held
Frontier Group Hldgs Inc86.5K$407.6K0.0%Held
Arlo Technologies, Inc.ARLO28.9K$404.3K0.0%Held
Kratos Defense & Sec Solutio5.32K$403.8K0.0%Held
Prudential Finl Inc3.56K$401.5K0.0%Held
Century Cmntys IncCCS6.76K$401.3K0.0%Held
Hudbay Minerals Inc.HBM20.2K$400.6K0.0%Held
Pagaya Technologies Ltd18.9K$394.5K0.0%Held
Aerovironment IncAVAV1.63K$394.3K0.0%Held
Apogee Enterprises, Inc.APOG10.8K$393.4K0.0%Held
Arteris, Inc.AIP25.1K$389.5K0.0%Held
EXPAND ENERGY CorpEXE3.51K$387.6K0.0%Held
Kearny Finl Corp Md52.2K$386.6K0.0%Held
Arvinas, Inc.ARVN32.3K$383.6K0.0%Held
Medpace Hldgs Inc682$383K0.0%Held
Docusign, Inc.DOCU5.56K$380.3K0.0%Held
Philip Morris Intl Inc2.33K$373.3K0.0%Held
Scholastic CorpSCHL12.6K$372.3K0.0%Held
Cerence Inc.CRNC34.7K$370.8K0.0%Held
Bel Fuse Inc2.18K$369.3K0.0%Held
Iren Limited9.72K$367K0.0%Held
Brightspring Health Svcs Inc9.73K$364.4K0.0%Held
Trupanion, Inc.TRUP9.72K$363.3K0.0%Held
Grab Holdings Limited72.8K$363.2K0.0%Held
Flywire CorpFLYW25.6K$362.1K0.0%Held
Ofg BancorpOFG8.82K$361.6K0.0%Held
Arhaus, Inc.ARHS32.2K$360.9K0.0%Held
Brown & Brown, Inc.BRO4.5K$358.4K0.0%Held
Insteel Inds Inc11.3K$356.8K0.0%Held
Littelfuse Inc1.41K$356.6K0.0%Held
Eve Hldg Inc89.2K$355.8K0.0%Held
Unum Group4.58K$354.8K0.0%Held
Bloom Energy CorpBE4.03K$350.4K0.0%Held
Banc Of California Inc18.1K$348.9K0.0%Held
Jackson Financial Inc3.26K$347.8K0.0%Held
Taboola.com Ltd.TBLA75.1K$346.4K0.0%Held
Hyatt Hotels CorpH2.15K$344.8K0.0%Held
Sonic Automotive IncSAH5.54K$342.8K0.0%Held
Rumble Inc54.1K$341.9K0.0%Held
Centerra Gold Inc.CGAU23.5K$337.6K0.0%Held
Eos Energy Enterprises Inc29.3K$335.4K0.0%Held
Ametek Inc/AME1.63K$334.4K0.0%Held
Newmark Group, Inc.NMRK19.3K$334K0.0%Held
Up Fintech Hldg Ltd34.4K$328.8K0.0%Held
SPX Technologies, Inc.SPXC1.64K$327.7K0.0%Held
Columbia Finl Inc21K$326.9K0.0%Held
Nvent Electric PlcNVT3.19K$325K0.0%Held
Globant S.A.GLOB4.96K$324.2K0.0%Held
Burlington Stores, Inc.BURL1.12K$323.2K0.0%Held
Everest Group, Ltd.EG951$322.7K0.0%Held
Dollar Tree, Inc.DLTR2.62K$322.4K0.0%Held
Etsy IncETSY5.77K$319.7K0.0%Held
Central Pac Finl Corp10.1K$315.7K0.0%Held
Greenbrier Cos Inc6.71K$313.4K0.0%Held
Ultra Clean Hldgs Inc12.3K$311.6K0.0%Held
Bluelinx Hldgs Inc5.06K$310.9K0.0%Held
Columbia Sportswear CoCOLM5.62K$309.8K0.0%Held
Sportradar Group AgSRAD13K$309.5K0.0%Held
Silgan Hldgs Inc7.62K$307.4K0.0%Held
Cohen & Steers, Inc.CNS4.88K$306.7K0.0%Held
ServiceNow, Inc.NOW2K$305.6K0.0%Held
Leonardo DRS, Inc.DRS8.94K$304.7K0.0%Held
Ross Stores, Inc.ROST1.69K$303.9K0.0%Held
Manhattan Associates IncMANH1.71K$296.4K0.0%Held
Enerpac Tool Group CorpEPAC7.75K$296.3K0.0%Held
Clean Energy Fuels Corp.CLNE140.9K$296K0.0%Held
Fmc CorpFMC21.3K$295.6K0.0%Held
Buckle IncBKE5.53K$295.4K0.0%Held
Amer Sports, Inc.AS7.86K$293.5K0.0%Held
Factset Resh Sys Inc1.01K$292.2K0.0%Held
Hancock Whitney Corporation4.58K$291.9K0.0%Held
DoorDash, Inc.DASH1.29K$291.7K0.0%Held
Lumen Technologies, Inc.LUMN37.3K$289.5K0.0%Held
Zumiez IncZUMZ11K$287K0.0%Held
Insight Enterprises IncNSIT3.49K$284K0.0%Held
Hope Bancorp IncHOPE25.9K$283.8K0.0%Held
NetApp, Inc.NTAP2.65K$283.5K0.0%Held
FirstCash Holdings, Inc.FCFS1.77K$281.9K0.0%Held
Td Synnex CorpSNX1.87K$280.3K0.0%Held
Aflac IncAFL2.54K$280.1K0.0%Held
Idex Corp1.57K$279.9K0.0%Held
Group 1 Automotive IncGPI703$276.5K0.0%Held
Oreilly Automotive Inc3.02K$275.3K0.0%Held
Cts CorpCTS6.37K$273.1K0.0%Held
Upwork, IncUPWK13.8K$272.8K0.0%Held
Helmerich & Payne, Inc.HP9.5K$272.4K0.0%Held
Braze, Inc.BRZE7.93K$272.1K0.0%Held
Archrock, Inc.AROC10.4K$271.3K0.0%Held
Workday, Inc.WDAY1.26K$271.3K0.0%Held
Service Corp Intl3.48K$271.2K0.0%Held
Watts Water Technologies IncWTS968$267.2K0.0%Held
Insperity, Inc.NSP6.82K$264.1K0.0%Held
Mamas Creations Inc19.5K$263.2K0.0%Held
Tenable Hldgs Inc11.1K$261.1K0.0%Held
Reinsurance Grp Of America I1.28K$261K0.0%Held
Global Industrial Company8.87K$259.2K0.0%Held
Universal Hlth Svcs Inc1.19K$259.2K0.0%Held
APA CorpAPA10.5K$256.8K0.0%Held
Blacksky Technology Inc13.6K$254.4K0.0%Held
Merchants Bancorp Ind7.46K$254.2K0.0%Held
Montrose Environmental GroupONT10.2K$254.2K0.0%Held
Antero Resources CorpAR7.33K$252.6K0.0%Held
Enerflex Ltd.EFXT16.3K$251.8K0.0%Held
Advance Auto Parts IncAAP6.37K$250.5K0.0%Held
Yeti Hldgs Inc5.67K$250.2K0.0%Held
Core Scientific Inc New16.9K$246.8K0.0%Held
Ero Copper Corp.ERO8.69K$245.8K0.0%Held
Ralliant CorpRAL4.75K$241.6K0.0%Held
NOV Inc.NOV15.4K$240.2K0.0%Held
Old Dominion Freight Line In1.53K$239.6K0.0%Held
Tractor Supply Co4.77K$238.5K0.0%Held
Lumentum Hldgs Inc634$233.7K0.0%Held
Ppg Inds Inc2.27K$232.1K0.0%Held
Bkv CorpBKV8.52K$231.3K0.0%Held
Borr Drilling LtdBORR57K$229.6K0.0%Held
EMCOR Group, Inc.EME374$228.8K0.0%Held
Iac IncPPLI5.84K$228.5K0.0%Held
Live Nation Entertainment In1.57K$224K0.0%Held
Green Brick Partners Inc3.54K$222.1K0.0%Held
Veralto CorpVLTO2.19K$218.9K0.0%Held
Amplitude, Inc.AMPL18.8K$218K0.0%Held
Intuitive Surgical IncISRG384$217.5K0.0%Held
Resmed Inc900$216.8K0.0%Held
Luxexperience Bv25.9K$216.7K0.0%Held
Powell Inds Inc677$215.8K0.0%Held
Third Coast Bancshares, Inc.TCBX5.67K$215.7K0.0%Held
Preferred Bk Los Angeles Ca2.28K$215.1K0.0%Held
Owens Corning New1.92K$215.1K0.0%Held
Bancorp Inc Del3.18K$214.8K0.0%Held
Silicon Motion Technology CORPSIMO2.31K$214K0.0%Held
Pdf Solutions IncPDFS7.49K$213.7K0.0%Held
Magna Intl Inc4K$213.1K0.0%Held
Ginkgo Bioworks Holdings Inc25.6K$212.9K0.0%Held
Metropolitan Bk Hldg Corp2.72K$207.5K0.0%Held
Alerus Finl Corp9.2K$207.1K0.0%Held
Rush Street Interactive, Inc.RSI10.6K$206.1K0.0%Held
Occidental Pete Corp5.01K$206K0.0%Held
Hafnia LtdHAFN38.5K$205.1K0.0%Held
Franklin Covey CoFC12.1K$203.2K0.0%Held
Vertiv Holdings CoVRT1.25K$202.2K0.0%Held
Pfizer IncPFE8.1K$201.7K0.0%Held
Quanterix CorpQTRX29.8K$189.3K0.0%Held
Heartland Express IncHTLD20.5K$185.3K0.0%Held
B2gold CorpBTG38.7K$174.8K0.0%Held
Equinox Gold Corp.EQX11.7K$164K0.0%Held
Microvast Holdings, Inc.MVST57.7K$161.6K0.0%Held
PagerDuty, Inc.PD12.3K$161.4K0.0%Held
AerSale CorpASLE22.2K$157.6K0.0%Held
PubMatic, Inc.PUBM16.9K$149.7K0.0%Held
Camping World Hldgs Inc14.5K$141.1K0.0%Held
RLX Technology Inc.RLX59.6K$138.8K0.0%Held
Uranium Energy CorpUEC11.8K$137.8K0.0%Held
Xeris Biopharma Holdings, Inc.XERS17.1K$134.6K0.0%Held
Chemours CoCC11.3K$133.1K0.0%Held
Shenandoah Telecommunication10.3K$119.2K0.0%Held
Coursera, Inc.COUR15.6K$114.7K0.0%Held
Savers Value Vlg Inc12K$111.8K0.0%Held
Rpc IncRES20.2K$110K0.0%Held
Himax Technologies, Inc.HIMX12.8K$104.9K0.0%Held
Orasure Technologies IncOSUR41.4K$100.1K0.0%Held
Plug Power IncPLUG47.6K$93.8K0.0%Held
Corsair Gaming, Inc.CRSR15.6K$92.4K0.0%Held
Aveanna Healthcare Hldgs Inc11K$89.7K0.0%Held
Kosmos Energy Ltd.KOS76.6K$69.5K0.0%Held
Ranpak Holdings Corp.PACK11.4K$61.6K0.0%Held
Microvision Inc Del67.1K$55.6K0.0%Held
B & G Foods Inc NewBGS11.6K$49.7K0.0%Held
enCore Energy Corp.EU15K$37.3K0.0%Held

Positions as of Q4 2025. 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.