13F

Investor

OP Asset Management Ltd

CIK 0002097005 · filed 2026-04-20 · SEC filing

13F book

$9.95B

Positions

783

121 new · 114 sold

Largest name

9.2%

Nvidia Corp · NVDA

Est. mark

−$404.2M

Price effect on 662 names still held. Flow $1.93B.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA5.27M$919.7M9.2%−$43MAdded$256.4M
Apple Inc.AAPL2.92M$741M7.4%−$34.5MAdded$222.3M
Microsoft CorpMSFT1.43M$528.1M5.3%−$109MAdded$63.5M
Amazon Com IncAMZN1.92M$399.5M4.0%−$28.3MAdded$110.1M
Ishares Tr570.9K$372.9M3.7%−$17.3MAdded−$1.24M
Alphabet Inc1.16M$331.9M3.3%−$19.4MAdded$105.7M
Broadcom Inc.AVGO918.4K$284.3M2.9%−$22.7MAdded$69.8M
Meta Platforms, Inc.META417.6K$238.9M2.4%−$24.1MAdded$57.7M
Tesla, Inc.TSLA543.1K$201.9M2.0%−$27.6MAdded$42.9M
Alphabet Inc679.7K$195.4M2.0%−$17.3MCut−$34.5M
Vanguard Index Fds293.2K$175.2M1.8%−$6.49MAdded$37.5M
Eli Lilly & CoLLY166.6K$153.2M1.5%−$17.6MAdded$31.3M
Berkshire Hathaway Inc Del254.3K$121.8M1.2%−$3.83MAdded$39.8M
Vertiv Holdings CoVRT477.4K$119.6M1.2%$42.3MCut$28.3M
Johnson & JohnsonJNJ450.4K$110.1M1.1%$11MAdded$49.6M
Walmart Inc.WMT871.7K$108.3M1.1%$7.51MAdded$43.3M
Parker-Hannifin CorpPH111.1K$99.4M1.0%$950.1KAdded$48.1M
Costco Whsl Corp New95.1K$94.7M1.0%$8.87MAdded$37.7M
Jpmorgan Chase & Co.281.6K$82.8M0.8%−$7.9MCut−$15.4M
Exxon Mobil Corp469.9K$79.7M0.8%$23.1MAdded$23.3M
Netflix IncNFLX807.6K$77.7M0.8%$1.19MAdded$31.1M
Micron Technology IncMU229.7K$77.6M0.8%$6.73MAdded$41M
Advanced Micro Devices IncAMD368.4K$74.9M0.8%−$2.88MAdded$17.4M
AbbVie Inc.ABBV310.9K$67.6M0.7%−$2.14MAdded$23.1M
Visa Inc.V205.9K$62.2M0.6%−$9.86MAdded−$9.11M
Mastec IncMTZ183.3K$59M0.6%$19.1MCut$18.8M
Cisco Sys Inc756.5K$58.7M0.6%$278.3KAdded$20.4M
Palantir Technologies Inc.PLTR399.9K$58.5M0.6%−$9.19MAdded$6.61M
Caterpillar IncCAT82K$58.1M0.6%$6.98MAdded$28.6M
Home Depot, Inc.HD174.3K$57.3M0.6%−$1.67MAdded$19.6M
Quanta Svcs Inc102.8K$56.4M0.6%$9.92MAdded$23.4M
Mastercard IncMA108.2K$54.1M0.5%−$7.71MCut−$12.2M
Ge Aerospace185.5K$52.6M0.5%−$2.83MAdded$16.8M
Oracle Corp308.7K$45.4M0.5%−$9.93MAdded$4.91M
Unitedhealth Group IncUNH159.3K$43.1M0.4%−$5.95MAdded$10.1M
Nextera Energy Inc452.6K$42M0.4%$3.86MAdded$17.4M
International Business Machs163.6K$39.6M0.4%−$5.53MAdded$9.2M
Mueller Inds Inc353.7K$39.2M0.4%−$1.41MCut−$29.9M
Verizon Communications IncVZ740K$37.1M0.4%$4.4MAdded$18.2M
Taiwan Semiconductor Mfg Ltd109K$36.8M0.4%New
Gilead Sciences, Inc.GILD256.7K$35.8M0.4%$2.88MAdded$14.5M
Applied Matls Inc102.2K$34.9M0.4%$8.67MCut$5.49M
Bank America Corp714.7K$34.8M0.4%−$4.47MCut−$8.16M
Amgen IncAMGN94.7K$33.3M0.3%$1.46MAdded$13.9M
Booking Holdings Inc.BKNG7.61K$32M0.3%−$6.67MAdded$875.6K
Merck & Co., Inc.MRK256.8K$30.9M0.3%$3.86MCut$1.67M
Invesco Exchange Traded Fd T158.8K$30.5M0.3%$57.2KHeld
Lam Research CorpLRCX140.2K$30M0.3%$5.96MCut−$1.9M
Clean Harbors IncCLH99.2K$28.4M0.3%$2.04MAdded$19.3M
Mckesson CorpMCK32.8K$28.4M0.3%$1.45MAdded$2.02M
ServiceNow, Inc.NOW269.4K$28.2M0.3%−$13.1MCut−$27.1M
Pfizer IncPFE1M$28.2M0.3%$2MAdded$12.5M
Mcdonalds CorpMCD90.4K$28.1M0.3%$466.5KCut−$1.45M
Tjx Cos Inc New168.5K$26.9M0.3%$1.03MCut−$439.8K
Goldman Sachs Group Inc31.2K$26.4M0.3%−$1.03MCut−$3.49M
Vistra Corp.VST173.6K$26.1M0.3%−$555.1KAdded$18M
Morgan Stanley157.9K$26M0.3%−$2.05MCut−$3.8M
Wells Fargo Co New325.4K$25.9M0.3%−$4.42MCut−$7.04M
Union Pac Corp104.7K$25.4M0.3%$749.2KAdded$10.1M
Palo Alto Networks IncPANW151.9K$24.3M0.2%−$2.09MAdded$8.2M
Comfort Sys Usa Inc17.6K$24.3M0.2%$2.52MAdded$19M
GE Vernova Inc.GEV27.8K$24.3M0.2%$6.1MCut$4.11M
Welltower Inc.WELL118.4K$23.4M0.2%$884.2KAdded$9.84M
Adobe Inc.ADBE94.9K$23.1M0.2%−$7.65MAdded−$1.97M
Salesforce, Inc.CRM121.4K$22.7M0.2%−$8.93MAdded−$7.6M
Analog Devices IncADI71.1K$22.6M0.2%$3.34MCut$2.36M
Thermo Fisher Scientific Inc.TMO44.1K$21.7M0.2%−$3.88MCut−$6.01M
Us Foods Hldg Corp230.8K$21.3M0.2%$3.81MAdded$4.28M
Citigroup Inc186.9K$21.2M0.2%−$613.1KCut−$2.49M
At&T Inc727.1K$21.1M0.2%$3.02MCut$1.53M
Cardinal Health IncCAH99.1K$20.9M0.2%$576KCut$346K
Cencora, Inc.COR66K$20.7M0.2%−$1.47MAdded−$261.7K
Intel CorpINTC460.5K$20.3M0.2%$3.33MCut$2.33M
Kla CorpKLAC13.4K$19.7M0.2%$3.44MCut−$1.09M
Corning Inc142K$19.3M0.2%$4.28MAdded$11.6M
Arista Networks, Inc.ANET155.2K$19M0.2%−$1.26MAdded−$946.3K
Monolithic Pwr Sys Inc16.9K$18.5M0.2%$947.5KAdded$13.9M
Mercadolibre IncMELI10.6K$18.4M0.2%−$2.49MAdded$793.6K
Advanced Drain Sys Inc Del134K$18.4M0.2%−$176.6KAdded$15.1M
Texas Instrs Inc93.2K$18.1M0.2%$1.93MCut$759.5K
Abbott LabsABT175.8K$18M0.2%−$3.98MCut−$5.81M
Uber Technologies, IncUBER248K$17.8M0.2%−$2.43MCut−$11.5M
American Express CoAXP58.3K$17.6M0.2%−$3.93MCut−$5.61M
Disney Walt Co182.8K$17.6M0.2%−$3.18MCut−$4.91M
Schwab Charles Corp184.6K$17.3M0.2%−$1.09MCut−$4.82M
Capital One Finl Corp94.3K$17.2M0.2%−$5.65MCut−$7.04M
Lowes Cos Inc71.7K$16.9M0.2%−$349.8KCut−$1.23M
Autodesk, Inc.ADSK70.3K$16.8M0.2%−$2.59MAdded$3.32M
Intuitive Surgical IncISRG36.3K$16.7M0.2%−$3.82MCut−$5.59M
Applied Indl Technologies In62.9K$16.7M0.2%$507.7KAdded$1.45M
S&P Global Inc.SPGI38.8K$16.5M0.2%−$3.77MCut−$5.17M
Performance Food Group CoPFGC184.5K$15.8M0.2%−$772.8KAdded−$511.5K
Tutor Perini CorpTPC204.3K$15.8M0.2%$1.42MAdded$6.42M
Progressive Corp79.1K$15.7M0.2%−$2.33MCut−$3.91M
Amphenol Corp New123.8K$15.6M0.2%−$1.09MCut−$2.35M
Valmont Inds Inc38.9K$15.6M0.2%−$107.1KCut−$2.14M
Yelp IncYELP598.1K$14.8M0.1%−$54.4KAdded$14.5M
Deere & CoDE26.2K$14.8M0.1%$2.56MCut$1.53M
Constellation Energy CorpCEG52.5K$14.7M0.1%−$2.56MAdded$2.46M
BlackRock, Inc.BLK14.9K$14.4M0.1%−$1.62MCut−$2.86M
Intuit Inc.INTU32.9K$14.2M0.1%−$7.56MCut−$10.2M
Marvell Technology, Inc.MRVL143.2K$14.2M0.1%$2.02MCut$1.79M
Qualcomm Inc109.9K$14.1M0.1%−$4.64MCut−$6.04M
Sterling Infrastructure, Inc.STRL34.5K$14M0.1%$2.28MAdded$7.15M
Watts Water Technologies IncWTS46.1K$13.4M0.1%$57.9KAdded$12.3M
Synopsys IncSNPS32.8K$13M0.1%−$1.51MAdded$3.35M
Bristol-Myers Squibb Co212.7K$12.9M0.1%$1.43MCut$553.9K
HCA Healthcare, Inc.HCA27.2K$12.9M0.1%$173.7KCut−$1.37M
Danaher Corporation65.7K$12.5M0.1%−$2.58MCut−$8.29M
Prologis Inc.94.1K$12.4M0.1%$425.5KCut−$507K
Andersons, Inc.ANDE170.3K$12.2M0.1%$3.17MCut$3.11M
Newmont Corp112K$12.1M0.1%$940.9KCut$34.6K
Stryker CorpSYK36.5K$12M0.1%−$835.2KCut−$1.97M
Biocryst Pharmaceuticals IncBCRX1.25M$11.9M0.1%$239.4KAdded$10.8M
Ww Grainger Inc10.8K$11.8M0.1%$883.2KCut$532K
Idexx Labs Inc20.9K$11.7M0.1%−$2.39MCut−$3.01M
Vertex Pharmaceuticals Inc26.2K$11.7M0.1%−$178.6KCut−$1.2M
Cloudflare, Inc.NET55.7K$11.5M0.1%$326KAdded$4.5M
Zoetis Inc.ZTS96.3K$11.4M0.1%−$507.7KAdded$2.99M
Travelers Companies, Inc.TRV38.6K$11.3M0.1%$58.7KAdded$750.9K
Ecolab Inc.ECL42.3K$11.3M0.1%$147.1KAdded$217.1K
Edwards Lifesciences CorpEW137.5K$11M0.1%−$708.3KAdded−$671.3K
Starbucks CorpSBUX122.4K$11M0.1%$658.7KCut−$115.8K
Regeneron Pharmaceuticals, Inc.REGN14.1K$10.9M0.1%$9.02KAdded$1.88M
Nutanix, Inc.NTNX285.3K$10.8M0.1%−$3.65MAdded−$2.94M
T-Mobile Us Inc51.6K$10.8M0.1%$360.5KCut−$473.4K
Cme Group Inc.CME36.7K$10.8M0.1%$816.3KCut$1.96K
Oreilly Automotive Inc117.3K$10.8M0.1%$102.6KAdded$2.32M
Comcast Corp New375.9K$10.8M0.1%−$443.5KCut−$1.33M
Ametek Inc/AME49.9K$10.7M0.1%$221.7KAdded$5.66M
Sonos IncSONO777.1K$10.4M0.1%−$169.9KAdded$9.7M
Atlassian CorpTEAM149.9K$10.2M0.1%−$3.59MAdded$4.03M
Esco Technologies IncESE36.3K$10.2M0.1%$3.12MCut−$1.98M
3M COMMM69.4K$10.1M0.1%−$1.03MCut−$1.98M
Warner Bros. Discovery, Inc.WBD365.1K$10M0.1%−$356KAdded$2.48M
Crowdstrike Hldgs Inc25.5K$9.97M0.1%−$2MCut−$4.65M
Td Synnex CorpSNX58.6K$9.89M0.1%$1.08MHeld
EMCOR Group, Inc.EME13.3K$9.84M0.1%$726.9KAdded$6.33M
Equinix IncEQIX9.94K$9.74M0.1%$2.13MCut$1.61M
Hubbell IncHUBB19.7K$9.65M0.1%$289.8KAdded$6.89M
Ciena CorpCIEN24.6K$9.56M0.1%$3.8MCut$3.73M
Western Digital CorpWDC35.2K$9.51M0.1%$3.45MCut$3.01M
Boston Scientific CorpBSX150.1K$9.42M0.1%−$4.89MCut−$5.95M
Waste Mgmt Inc Del40.8K$9.38M0.1%$411.6KCut−$233K
Applovin CorpAPP23.5K$9.34M0.1%−$6.47MCut−$14.2M
Cvs Health CorpCVS129K$9.27M0.1%−$972.8KCut−$1.79M
Ferguson Enterprises Inc39.4K$9.18M0.1%$418.6KCut$62.4K
Cadence Design System Inc33K$9.17M0.1%−$1.15MCut−$6.57M
Intercontinental Exchange In58.2K$9.15M0.1%−$272.4KCut−$977.4K
United Rentals, Inc.URI12.5K$9.12M0.1%−$589.7KAdded$3.21M
Robinhood Mkts Inc130.7K$9.05M0.1%−$3.54MAdded−$87.2K
Williams Cos Inc123.8K$9.01M0.1%$1.57MCut$927.2K
Bank New York Mellon Corp75.9K$9.01M0.1%$192.8KCut−$446K
Howmet Aerospace Inc.HWM38.6K$8.91M0.1%$983.1KCut$363.3K
Automatic Data Processing In43.7K$8.88M0.1%−$2.36MCut−$3.12M
Marsh & Mclennan Cos Inc51.2K$8.88M0.1%−$617.7KCut−$1.24M
Loews CorpL82.1K$8.76M0.1%$117.4KCut−$161.9K
Pnc Finl Svcs Group Inc42K$8.74M0.1%−$26.9KCut−$656K
Electronic Arts Inc.EA42.6K$8.69M0.1%−$19.6KCut−$489.2K
Freeport-Mcmoran IncFCX146.7K$8.62M0.1%$1.17MCut$544.3K
Blackstone Inc.BX74.9K$8.62M0.1%−$2.93MCut−$3.78M
Elevance Health Inc Formerly29.3K$8.57M0.1%−$1.69MCut−$3.48M
M & T Bk Corp40.7K$8.42M0.1%$213.5KCut−$232.8K
Us Bancorp Del159.7K$8.31M0.1%−$215.6KCut−$935K
American Tower Corp New47.7K$8.23M0.1%−$142.6KCut−$749K
Extreme Networks IncEXTR542K$8.17M0.1%New
Elanco Animal Health IncELAN341.4K$8.17M0.1%$182.5KAdded$4.99M
Indivior Pharmaceuticals, Inc.INDV267.5K$8.15M0.1%New
Fedex CorpFDX22.7K$8.07M0.1%$1.53MCut$950.7K
Csx CorpCSX193K$7.92M0.1%$926.3KCut$348.9K
Cbre Group, Inc.CBRE58.4K$7.91M0.1%−$836.1KAdded$2.6M
Alnylam Pharmaceuticals, Inc.ALNY23.5K$7.77M0.1%−$986.3KAdded$1.89M
Sherwin Williams CoSHW24.1K$7.72M0.1%−$83.9KCut−$682K
Public Storage Oper Co28.4K$7.7M0.1%$323.4KCut−$198.7K
Marriott Intl Inc New23.4K$7.64M0.1%$393.1KCut−$68K
Carvana Co.CVNA24.2K$7.6M0.1%−$2.49MAdded−$2.19M
World Kinect CorpWKC326.5K$7.53M0.1%−$43.9KAdded$4.68M
Cummins IncCMI14K$7.52M0.1%$385.2KCut−$93.6K
Emerson Elec Co57.1K$7.48M0.1%−$97KCut−$614.4K
Allstate Corp35.9K$7.45M0.1%−$28.8KAdded$49.4K
United Parcel Service IncUPS74.7K$7.35M0.1%−$60.5KCut−$578.9K
Motorola Solutions, Inc.MSI16.7K$7.26M0.1%$847.7KCut$297.2K
Cigna GroupCI27.2K$7.25M0.1%−$230.6KCut−$829.5K
General Mtrs Co97.3K$7.25M0.1%−$663.4KCut−$1.24M
Hilton Worldwide Hldgs Inc23.7K$7.21M0.1%$399.2KCut−$164.4K
Moodys Corp16.4K$7.15M0.1%−$1.22MCut−$1.83M
Ross Stores, Inc.ROST33K$7.14M0.1%$1.2MCut$701K
Illinois Tool Wks Inc27.4K$7.13M0.1%$383.4KCut−$298
Cintas CorpCTAS41.7K$7.06M0.1%−$790.1KCut−$1.28M
StoneX Group Inc.SNEX87.1K$7.03M0.1%−$500.1KAdded$3.74M
Nerdwallet, Inc.NRDS670.2K$6.96M0.1%−$263.1KAdded$5.83M
Atmus Filtration Technologie122.3K$6.95M0.1%$181.5KAdded$5.01M
RingCentral, Inc.RNG185.3K$6.89M0.1%$1.41MAdded$1.98M
Air Prods & Chems Inc22.6K$6.57M0.1%$982.7KCut$520.3K
Norfolk Southn Corp22.8K$6.55M0.1%−$39.3KCut−$613.5K
Transdigm Group IncTDG5.65K$6.55M0.1%−$966KCut−$1.53M
Old Dominion Freight Line In33.3K$6.51M0.1%$820.3KAdded$3.18M
Phreesia, Inc.PHR774.1K$6.49M0.1%−$105.5KAdded$6.28M
Coinbase Global, Inc.COIN37.1K$6.47M0.1%−$1.16MAdded$1.38M
Kinder Morgan Inc Del191.2K$6.41M0.1%$1.15MCut$688.9K
NIKE, Inc.NKE121.3K$6.4M0.1%−$1.32MCut−$1.91M
Sempra65.3K$6.34M0.1%$579.5KCut$203.6K
Arlo Technologies, Inc.ARLO444.6K$6.33M0.1%$20.3KAdded$5.14M
Cheniere Energy, Inc.LNG22.3K$6.32M0.1%$1.99MCut$1.59M
Crown Castle Inc.CCI76.5K$6.22M0.1%−$361.9KAdded$1.97M
Digital Rlty Tr Inc34.5K$6.22M0.1%$879.7KCut$465.1K
Paccar IncPCAR53.1K$6.13M0.1%$317.8KCut−$117.5K
Truist Finl Corp132.5K$6.09M0.1%−$429.3KCut−$1.01M
Simon Ppty Group Inc New32.6K$6.08M0.1%$46.2KCut−$423.9K
Baker Hughes Company99.1K$6.05M0.1%$1.54MCut$1.11M
Chemed Corp New15.9K$6.02M0.1%−$221.6KAdded$4.12M
Agilent Technologies, Inc.A52.3K$5.96M0.1%−$718.1KAdded$1.54M
Roblox CorpRBLX104.8K$5.93M0.1%−$1.58MAdded$695.4K
Markel Group Inc.MKL3.09K$5.92M0.1%−$728.4KCut−$909K
Workday, Inc.WDAY45.4K$5.9M0.1%−$3.48MAdded−$2.91M
Snowflake Inc.SNOW39K$5.88M0.1%−$2.67MCut−$3.08M
Kkr & Co Inc63.5K$5.87M0.1%−$2.22MCut−$2.9M
DoorDash, Inc.DASH39K$5.85M0.1%−$2.98MCut−$3.76M
Myr Group Inc DelMYRG20.4K$5.75M0.1%$431.2KAdded$4.28M
Autozone IncAZO1.7K$5.74M0.1%−$23.3KCut−$487.9K
Aflac IncAFL52.2K$5.73M0.1%−$29.3KCut−$519.2K
Oneok Inc /New/OKE62.7K$5.67M0.1%$1.06MCut$632.7K
Gallagher Arthur J & Co26.2K$5.66M0.1%−$1.1MCut−$1.63M
Axon Enterprise, Inc.AXON13.2K$5.61M0.1%−$1.71MAdded−$1.15M
Realty Income CorpO91.4K$5.59M0.1%$439.8KCut$18.9K
Target CorpTGT46.1K$5.59M0.1%$1.08MCut$611.2K
Api Group CorpAPG137.5K$5.57M0.1%$87KAdded$4.1M
Take-Two Interactive Softwar28.1K$5.55M0.1%−$1.64MCut−$3.27M
Fastenal CoFAST119.4K$5.54M0.1%$748.5KCut$398.8K
Airbnb, Inc.ABNB43.5K$5.49M0.1%−$410.2KCut−$841.1K
United Nat Foods Inc121K$5.45M0.1%$1.29MAdded$1.63M
On Semiconductor CorpON86.9K$5.38M0.1%$341.2KAdded$3M
Coca Cola Cons Inc28K$5.38M0.1%$212.7KAdded$4.53M
Kyndryl Hldgs Inc408.8K$5.36M0.1%−$5.49MCut−$10.9M
Targa Res Corp21.4K$5.36M0.1%$1.42MCut$1.04M
Exelon CorpEXC109.2K$5.35M0.1%$592.9KCut$241.4K
Sandisk CorpSNDK8.41K$5.34M0.1%$3.22MAdded$3.42M
Phillips 66PSX29.3K$5.34M0.1%$1.56MCut$1.29M
Fortinet, Inc.FTNT65K$5.32M0.1%$150.3KCut−$244.4K
Monster Beverage Corp New73.3K$5.31M0.1%−$308.7KCut−$716.1K
Netgear, Inc.NTGR241.1K$5.27M0.1%New
Rush Street Interactive, Inc.RSI241.9K$5.26M0.1%$561.3KCut−$6.13M
Dell Technologies Inc.DELL31.9K$5.24M0.1%$1.22MCut$800K
Rocket Lab CorpRKLB81.3K$5.22M0.1%−$293.6KAdded$1.52M
Lumentum Hldgs Inc7.36K$5.17M0.1%$1.08MAdded$3.98M
Wesco Intl Inc18.9K$5.17M0.1%$205.4KAdded$3.43M
Iqvia Hldgs Inc30.2K$5.15M0.1%−$1.66MCut−$11.2M
Nrg Energy, Inc.NRG35.3K$5.15M0.1%−$279.4KAdded$1.76M
Republic Svcs Inc23K$5.05M0.1%$163.3KCut−$313.9K
Keysight Technologies, Inc.KEYS17.7K$5.01M0.1%$1.4MCut$1.18M
Wayfair Inc.W66.5K$5M0.1%−$450.1KAdded$3.2M
Entergy Corp New44.2K$4.97M0.1%$881.3KCut$467.7K
Apollo Global Mgmt Inc44.5K$4.95M0.1%−$1.48MCut−$1.96M
Procter And Gamble CoPG34.1K$4.93M0.1%$38.6KCut$4.62K
Manhattan Associates IncMANH36.4K$4.85M0.0%−$10.4KAdded$4.8M
Cognizant Technology Solutio79K$4.85M0.0%−$1.16MAdded$388.5K
NPK International Inc.NPKI333.4K$4.83M0.0%$267.9KAdded$3.59M
Coherent Corp.COHR19.9K$4.75M0.0%$762.8KAdded$2.13M
Raymond James Finl Inc32.7K$4.74M0.0%−$517.1KCut−$3.74M
Pegasystems IncPEGA111.3K$4.74M0.0%−$335.7KAdded$3.57M
Tenable Hldgs Inc277.5K$4.69M0.0%New
Kroger CoKR64.8K$4.69M0.0%$640.6KCut$293.8K
Teradyne, IncTER15.7K$4.64M0.0%$1.61MCut$1.41M
Ford Mtr Co395.4K$4.56M0.0%−$624.8KCut−$1.07M
Becton Dickinson & CoBDX29K$4.56M0.0%−$1.07MCut−$1.52M
Xylem Inc.XYL38.1K$4.55M0.0%−$635.1KCut−$809.4K
CARRIER GLOBAL CorpCARR77.3K$4.35M0.0%$268.3KCut−$120.6K
Ameriprise Finl Inc9.79K$4.35M0.0%−$449.8KCut−$873.4K
Chipotle Mexican Grill IncCMG135.9K$4.35M0.0%−$678KCut−$1.09M
Yum Brands IncYUM27.8K$4.32M0.0%$116.8KCut−$396.8K
Fifth Third Bancorp93K$4.32M0.0%−$26.3KAdded$801.3K
American Intl Group Inc57.3K$4.32M0.0%−$590.7KCut−$1.13M
Hartford Insurance Group Inc31.7K$4.29M0.0%−$81.6KCut−$378.8K
Fluor Corp NewFLR91.6K$4.27M0.0%New
Wabtec16.9K$4.22M0.0%$616.4KCut$267K
Paypal Hldgs Inc92.4K$4.18M0.0%−$1.22MCut−$2.67M
Ares Management Corporation38.1K$4.16M0.0%−$1.26MAdded$281.7K
Chewy, Inc.CHWY153.3K$4.14M0.0%−$927.5KCut−$5.84M
Consolidated Edison IncED36.5K$4.13M0.0%$506KCut$310.9K
Ebay IncEBAY45.2K$4.12M0.0%$177.3KCut−$251.5K
Cirrus Logic, Inc.CRUS28.4K$4.11M0.0%$742KCut−$4.25M
Nasdaq, Inc.NDAQ48K$4.07M0.0%−$587.4KCut−$995.9K
Seaboard Corp Del720$4.07M0.0%New
Five9, Inc.FIVN267.4K$4.06M0.0%−$106.7KAdded$3.62M
Rockwell Automation, IncROK11.3K$4.05M0.0%−$341.1KCut−$773.7K
Metlife Inc56.9K$4.03M0.0%−$468.1KCut−$829K
Nucor CorpNUE23.7K$4.01M0.0%$142KCut−$141.3K
Public Svc Enterprise Grp In49K$3.96M0.0%$31.8KCut−$375.9K
Datadog, Inc.DDOG33.4K$3.94M0.0%−$598.9KCut−$5.63M
Pg&E Corp223.9K$3.93M0.0%$335.8KCut$90.9K
Docusign, Inc.DOCU82.9K$3.93M0.0%−$478.6KAdded$2.37M
Yext, Inc.YEXT1.02M$3.92M0.0%−$174.6KAdded$3.58M
Blue Bird CorpBLBD68.4K$3.88M0.0%$669.7KCut$333K
Flex LNG Ltd.FLNG59.3K$3.88M0.0%$298.9KCut−$2.45M
Otis Worldwide CorpOTIS50.1K$3.86M0.0%−$514.2KCut−$688.9K
Roper Technologies IncROP10.9K$3.85M0.0%−$993.1KCut−$1.78M
Yum China Hldgs Inc78.8K$3.84M0.0%New
D R Horton Inc27.8K$3.82M0.0%−$189.4KCut−$550.4K
Nextpower Inc.NXT31.6K$3.8M0.0%$303.7KAdded$3.01M
Ventas, Inc.VTR46.1K$3.77M0.0%$203KCut−$103.3K
Tapestry, Inc.TPR26.6K$3.75M0.0%$299KAdded$885.9K
Ulta Beauty, Inc.ULTA7.06K$3.69M0.0%−$581.2KCut−$828.7K
Toast, Inc.TOST138.6K$3.67M0.0%−$1.25MCut−$1.97M
Udemy Inc793.4K$3.67M0.0%−$211.9KAdded$2.66M
Vulcan Matls Co13.4K$3.65M0.0%−$173KCut−$603.4K
Insmed IncINSM22.2K$3.63M0.0%−$233.8KCut−$5.16M
SoFi Technologies, Inc.SOFI227.4K$3.61M0.0%−$1.36MAdded$147.8K
State Str Corp28.5K$3.61M0.0%−$69.8KCut−$497.5K
Martin Marietta Matls Inc6.12K$3.6M0.0%−$207.8KCut−$671.1K
Workiva IncWK60.2K$3.59M0.0%−$8.28KAdded$3.56M
Sysco CorpSYY49.5K$3.53M0.0%−$116.7KCut−$373.6K
Idt CorpIDT71.7K$3.52M0.0%−$52.3KAdded$2.25M
Teladoc Health, Inc.TDOC639.9K$3.49M0.0%−$18.8KAdded$3.4M
Prudential Finl Inc35.6K$3.48M0.0%−$541.5KCut−$916.3K
Dave Inc20K$3.48M0.0%−$281.2KAdded$2.16M
Keurig Dr Pepper Inc.KDP131.8K$3.47M0.0%−$221.5KCut−$539.9K
Ingersoll Rand Inc.IR43.1K$3.45M0.0%$38.8KCut−$284.7K
Kenvue Inc.KVUE199.4K$3.44M0.0%−$1.99KCut−$254.2K
Microchip Technology Inc.53.1K$3.43M0.0%$47.2KCut−$227K
Block Inc57K$3.43M0.0%−$279.6KCut−$518.3K
Montrose Environmental GroupONT156.2K$3.42M0.0%−$213.8KAdded$1.61M
Halliburton CoHAL87.6K$3.42M0.0%$940.3KCut$789.7K
ExlService Holdings, Inc.EXLS112.1K$3.41M0.0%−$1.02MAdded−$186K
Twilio IncTWLO27K$3.39M0.0%−$280KAdded$968.5K
Brinker Intl Inc23.5K$3.36M0.0%−$13.6KAdded$756.6K
Dover CorpDOV16.1K$3.36M0.0%$212.7KCut$46.6K
Ati IncATI23K$3.34M0.0%$626.2KAdded$1M
International Flavors&Fragra46.1K$3.34M0.0%$145.6KAdded$1.44M
Generac Hldgs Inc17.1K$3.34M0.0%$1.01MCut−$11.3M
Strategy Inc26.7K$3.33M0.0%−$723.7KCut−$1.09M
Webster Finl Corp47.8K$3.32M0.0%$24.1KAdded$3.08M
Resmed Inc14.8K$3.32M0.0%−$242.1KCut−$570K
Huntington Bancshares Inc211.7K$3.31M0.0%−$305.2KAdded$198.6K
Ge Healthcare Technologies I46.3K$3.3M0.0%−$502KCut−$871.3K
Paychex IncPAYX35.6K$3.28M0.0%−$713.5KCut−$967.1K
Regency Ctrs Corp43.3K$3.28M0.0%$287.1KCut$107.8K
Revolution Medicines Inc33.6K$3.27M0.0%New
Natera, Inc.NTRA16.2K$3.24M0.0%−$471.3KCut−$3.97M
Kimberly Clark CorpKMB33.3K$3.21M0.0%−$147.2KCut−$328.8K
Dropbox, Inc.DBX140.7K$3.2M0.0%New
Hershey CoHSY15.3K$3.18M0.0%$396.6KCut$212.4K
Biomarin Pharmaceutical IncBMRN56.1K$3.17M0.0%New
Charter Communications Inc N14.6K$3.15M0.0%$67.9KAdded$1.16M
Iron Mtn Inc Del30.7K$3.14M0.0%$589.1KCut$405K
Bloom Energy CorpBE23.1K$3.13M0.0%$1.12MCut$293.8K
Hewlett Packard Enterprise C131K$3.12M0.0%−$27.5KCut−$101.9K
Fiserv IncFISV55.8K$3.12M0.0%−$634.8KCut−$991.7K
First Solar, Inc.FSLR15.7K$3.09M0.0%−$1MCut−$24.7M
Interactive Brokers Group In45.9K$3.08M0.0%$126.8KCut−$30.2K
Cboe Global Mkts Inc10.9K$3.07M0.0%$328.8KCut$144.6K
Jones Lang Lasalle IncJLL10.1K$3.07M0.0%−$324.4KCut−$1.28M
Lauder Estee Cos Inc42.7K$3.07M0.0%−$835.3KAdded$412.2K
Copart IncCPRT91.8K$3.05M0.0%−$546.2KCut−$969.8K
Graco IncGGG35.8K$3.03M0.0%$67.5KAdded$963K
Flowserve CorpFLS41.1K$3.02M0.0%New
Atmos Energy CorpATO16.2K$3M0.0%$277.4KCut$157.5K
Dow Inc.DOW71.9K$2.99M0.0%$1.31MCut$1.17M
Waters Corp10.1K$2.99M0.0%−$539.5KAdded$495.6K
Vici Pptys Inc109.2K$2.98M0.0%−$87.4KCut−$263.4K
Edison Intl40.3K$2.95M0.0%$530.3KCut$338.8K
C. H. Robinson Worldwide, Inc.CHRW17.7K$2.94M0.0%$70.1KAdded$814.1K
Jabil IncJBL11K$2.93M0.0%$414.5KCut−$1.4M
Extra Space Storage Inc.EXR22.2K$2.91M0.0%$20.2KCut−$169.9K
Veeva Sys Inc16.5K$2.9M0.0%−$784.5KCut−$915.5K
Trimble Inc.TRMB44.3K$2.89M0.0%−$372.1KAdded$669.4K
American Axle & Mfg Hldgs InDCH479.1K$2.84M0.0%−$6.18KAdded$2.76M
Teledyne Technologies IncTDY4.68K$2.83M0.0%$441.4KCut$392.4K
Virtu Finl Inc63.9K$2.81M0.0%$681.3KHeld
Biogen Inc.BIIB15.3K$2.8M0.0%$112KCut−$61K
Verisk Analytics, Inc.VRSK14.7K$2.8M0.0%−$499.9KCut−$753.2K
Cms Energy Corp35.5K$2.75M0.0%$271.6KCut$99.5K
American Wtr Wks Co Inc New20.1K$2.73M0.0%$112.3KCut−$62.1K
Dollar Gen Corp New23K$2.73M0.0%−$323.1KCut−$477.4K
United Therapeutics Corp Del4.59K$2.72M0.0%$485.1KCut$361.3K
Compass, Inc.COMP370.6K$2.71M0.0%−$1.21MCut−$3.91M
Northern Tr Corp19.4K$2.71M0.0%$57.8KCut−$228.2K
Expedia Group, Inc.EXPE11.7K$2.71M0.0%−$614.9KCut−$10.9M
Mettler Toledo International Inc/MTD2.13K$2.69M0.0%−$283.7KCut−$455.2K
Citizens Finl Group Inc44.9K$2.69M0.0%$70KCut−$267.8K
Regions Financial Corp New102.9K$2.69M0.0%−$100.8KCut−$269.7K
Eversource EnergyES38.1K$2.64M0.0%$74.3KCut−$96.2K
Wp Carey Inc38.7K$2.63M0.0%$92.7KAdded$975.2K
Nisource Inc.NI56.4K$2.63M0.0%$276.1KCut$145.5K
Curtiss Wright CorpCW3.85K$2.62M0.0%New
Synchrony Financial38.5K$2.62M0.0%−$592.9KCut−$989.6K
Steel Dynamics IncSTLD14.3K$2.57M0.0%$150.5KCut−$20.3K
Goodyear Tire & Rubr Co383.8K$2.54M0.0%−$110.8KAdded$2.09M
Fair Isaac CorpFICO2.38K$2.54M0.0%−$1.48MCut−$2.34M
Cincinnati Finl Corp16.2K$2.54M0.0%−$96.5KCut−$273.8K
Ppg Inds Inc23.8K$2.54M0.0%$105.1KCut−$69.3K
Dexcom IncDXCM40.5K$2.54M0.0%−$144.5KCut−$601.1K
Lpl Finl Hldgs Inc8.44K$2.54M0.0%−$475.3KCut−$645.7K
Tractor Supply Co55.7K$2.52M0.0%−$262.3KCut−$478.8K
Fidelity Natl Information Sv53.5K$2.51M0.0%−$1.05MCut−$1.37M
Omnicom Group Inc.OMC33.1K$2.49M0.0%−$172.6KAdded−$68.8K
Murphy USA Inc.MUSA5.04K$2.49M0.0%$455.5KCut−$1.06M
Exp World Hldgs IncAGNT409.1K$2.45M0.0%New
Live Nation Entertainment In16K$2.45M0.0%$160.5KCut−$1.5M
Commscope Hldg Co IncVISN134K$2.44M0.0%$2.5KAdded$1.79M
Neurocrine Biosciences IncNBIX18.5K$2.44M0.0%−$116.2KAdded$804.4K
Pulte Group Inc20.7K$2.43M0.0%$7.23KCut−$256.6K
Rocket Cos Inc169.7K$2.42M0.0%−$520.6KAdded$446.1K
EverQuote, Inc.EVER156.3K$2.41M0.0%−$1.81MCut−$3.34M
Mimedx Group, Inc.MDXG609.1K$2.41M0.0%−$294.3KAdded$1.7M
Darden Restaurants IncDRI12.3K$2.4M0.0%$147.4KCut−$39.4K
Avalonbay Cmntys Inc14.6K$2.39M0.0%−$263KCut−$454.1K
Church & Dwight Co Inc25.4K$2.37M0.0%$240.1KCut$41.1K
Equifax IncEFX13.1K$2.35M0.0%−$482.1KCut−$675.9K
Tradeweb Mkts Inc19.9K$2.34M0.0%$175.3KAdded$472.4K
Atlanta Braves Hldgs Inc54.4K$2.32M0.0%New
Labcorp Holdings Inc.LH8.7K$2.32M0.0%$138.6KCut−$57.1K
Williams Sonoma IncWSM12.7K$2.32M0.0%$47.6KCut−$119.9K
Veralto CorpVLTO26.1K$2.31M0.0%−$296.1KCut−$469.3K
Ptc Therapeutics, Inc.PTCT33.6K$2.29M0.0%−$13.4KAdded$2.16M
Enviri CorpNVRI116.5K$2.29M0.0%New
Qnity Electronics, Inc.Q19.7K$2.28M0.0%New
Constellation Brands, Inc.STZ15.1K$2.27M0.0%$182.3KCut$84.1K
Howard Hughes Holdings Inc.HHH35.2K$2.23M0.0%−$285.1KAdded$852.3K
Equity ResidentialEQR37.4K$2.21M0.0%−$145.4KCut−$331.7K
Kura Oncology, Inc.KURA270.8K$2.2M0.0%New
Quest Diagnostics IncDGX11.2K$2.19M0.0%$251.4KCut$88K
Dollar Tree, Inc.DLTR19.9K$2.18M0.0%−$269.3KCut−$489.5K
Kraft Heinz CoKHC96.7K$2.17M0.0%−$169.8KAdded−$165.5K
Winmark CorpWINA5.04K$2.16M0.0%$91.4KAdded$519K
Daktronics Inc109.1K$2.13M0.0%−$19.9KAdded$343.3K
MongoDB, Inc.MDB8.66K$2.12M0.0%−$1.51MCut−$1.72M
Burlington Stores, Inc.BURL6.49K$2.11M0.0%$236.9KCut−$212K
Healthpeak Properties, Inc.DOC128.4K$2.11M0.0%$28KAdded$820.4K
Principal Financial Group In23.4K$2.11M0.0%$44.4KCut−$127.7K
Humana IncHUM12.1K$2.11M0.0%−$1MCut−$1.29M
AecomACM24.7K$2.1M0.0%−$156.4KAdded$677.7K
NetApp, Inc.NTAP20.5K$2.1M0.0%−$96.2KCut−$293.5K
Cf Inds Hldgs Inc16.1K$2.09M0.0%$845.5KCut$745.1K
Verisign Inc8.36K$2.08M0.0%$45.2KCut−$4.67M
Price T Rowe Group IncTROW22.9K$2.07M0.0%−$280.5KCut−$452.3K
CarGurus, Inc.CARG60.6K$2.07M0.0%−$260.8KCut−$2.12M
Apartment Invt & Mgmt Co505.2K$2.06M0.0%New
Morningstar, Inc.MORN12.1K$2.05M0.0%−$377.8KAdded$352.3K
Berkley W R Corp30.9K$2.04M0.0%−$118.5KCut−$299.4K
Affiliated Managers Group In7.39K$2.04M0.0%−$85.6KCut−$3.04M
Zoom Communications, Inc.ZM25.4K$2.04M0.0%−$149.7KCut−$326.1K
Carlyle Group Inc42K$2.03M0.0%−$275.9KAdded$508.6K
Zurn Elkay Water Solns Corp45.3K$2.03M0.0%New
General Mls IncGIS54.5K$2.03M0.0%−$505.6KCut−$765.8K
Corpay, Inc.CPAY6.93K$2.02M0.0%−$68.9KCut−$235.6K
Packaging Corp Amer9.43K$2M0.0%$56.5KCut−$116.1K
Brown & Brown, Inc.BRO30.6K$2M0.0%−$444KCut−$641.5K
DuPont de Nemours, Inc.DD43.6K$2M0.0%$244.3KCut$80K
Broadridge Finl Solutions In12.3K$2M0.0%−$746KCut−$963.8K
Nvr IncNVR302$1.99M0.0%−$212.3KCut−$263.3K
Lithia Mtrs Inc7.94K$1.98M0.0%−$95KAdded$1.6M
Illumina, Inc.ILMN16.1K$1.98M0.0%−$126.9KCut−$310.2K
Tennant CoTNC29.7K$1.97M0.0%−$117.7KAdded$782.6K
Ptc Inc.PTC13.8K$1.97M0.0%−$438.8KCut−$619.6K
Federal Signal Corp18.2K$1.97M0.0%New
Kirby CorpKEX14.8K$1.96M0.0%$335.1KCut−$503.6K
Keycorp97.8K$1.96M0.0%−$57.7KCut−$228.3K
Expeditors Intl Wash Inc13.7K$1.96M0.0%−$79KCut−$240.8K
National Vision Hldgs Inc75.5K$1.95M0.0%$2.62KAdded$1.11M
Snap-on IncSNA5.37K$1.95M0.0%$100KCut$45.2K
Lennar Corp22.4K$1.95M0.0%−$358.1KCut−$741.6K
Coeur Mng Inc103.4K$1.94M0.0%$74.6KAdded$525.6K
Group 1 Automotive IncGPI5.85K$1.93M0.0%−$7.65KAdded$1.89M
Hni CorpHNI57.8K$1.93M0.0%−$239.8KAdded$763.5K
Dominos Pizza IncDPZ5.38K$1.93M0.0%−$218.9KAdded$356.2K
Sba Communications Corp NewSBAC11.2K$1.92M0.0%−$238.4KCut−$434.4K
Iac IncPPLI47.9K$1.92M0.0%$44.6KCut−$292.4K
Fortive CorpFTV34.4K$1.9M0.0%$2.41KCut−$114.1K
AST SpaceMobile, Inc.ASTS22.7K$1.89M0.0%New
Adtalem Global Ed IncCVSA16.3K$1.88M0.0%$192.2KCut−$390K
Scansource, Inc.SCSC51.6K$1.87M0.0%−$142.4KCut−$1.94M
West Pharmaceutical Svsc Inc7.46K$1.87M0.0%−$182.7KCut−$384.7K
Zimmer Biomet Holdings, Inc.ZBH20.6K$1.87M0.0%$10.3KCut−$51.2K
Weyerhaeuser Co Mtn BeWY76.3K$1.86M0.0%$56.5KCut−$163.5K
International Paper Co52K$1.86M0.0%−$191.9KCut−$396.1K
CoreWeave, Inc.CRWV23.8K$1.85M0.0%New
Tyson Foods, Inc.TSN28.6K$1.84M0.0%$156.1KCut−$14.8K
Churchill Downs IncCHDN20.4K$1.83M0.0%−$52.2KAdded$1.59M
Hyster-Yale, Inc.HY56.4K$1.83M0.0%$26.6KAdded$1.55M
Bio Rad Labs Inc6.55K$1.83M0.0%−$64.4KAdded$1.02M
Ultragenyx Pharmaceutical In86.9K$1.82M0.0%New
First Ctzns Bancshares Inc D961$1.81M0.0%−$251.3KCut−$425.2K
Propetro Hldg Corp124.6K$1.8M0.0%$403.2KAdded$1.01M
Medpace Hldgs Inc3.72K$1.79M0.0%−$302.9KHeld
Pure Storage IncP30.2K$1.78M0.0%−$240.9KCut−$2.22M
Sprouts Fmrs Mkt Inc23.1K$1.78M0.0%−$43.4KAdded$420.4K
Quinstreet, IncQNST148.2K$1.78M0.0%−$50.1KAdded$1.47M
Liberty Media Corp Del20.8K$1.77M0.0%−$280.6KCut−$477K
Bristow Group Inc.VTOL37.7K$1.77M0.0%$111.5KAdded$1.37M
Alphatec Hldgs Inc162.1K$1.76M0.0%−$696.8KAdded$320.1K
Hp IncHPQ91.5K$1.76M0.0%−$280.9KCut−$347.6K
Costar Group, Inc.CSGP43.4K$1.75M0.0%−$1.17MCut−$1.36M
Ameris BancorpABCB22.4K$1.75M0.0%$83.5KCut−$333.7K
Hologic Inc23.1K$1.74M0.0%$25.4KCut−$219.6K
Reliance, Inc.RS5.69K$1.73M0.0%$85.6KCut$34.5K
Global Pmts Inc25.7K$1.73M0.0%−$259.1KCut−$378.6K
Entegris IncENTG14.7K$1.72M0.0%$485.3KHeld
Builders FirstSource, Inc.BLDR20.8K$1.71M0.0%−$250.9KAdded$459.6K
Las Vegas Sands CorpLVS31.6K$1.7M0.0%−$354.3KCut−$842.1K
F5, Inc.FFIV5.86K$1.69M0.0%$199.5KCut−$95.5K
Hunt J B Trans Svcs Inc7.93K$1.68M0.0%$139.3KCut−$25.3K
Sotera Health CoSHC116.3K$1.67M0.0%New
lululemon athletica inc.LULU10.9K$1.66M0.0%−$594.8KCut−$722.1K
Select Med Hldgs Corp102K$1.66M0.0%New
Axos Financial, Inc.AX19.4K$1.65M0.0%−$20.8KCut−$477.3K
Echostar CorpECHO14K$1.64M0.0%$117.1KCut−$34.7K
Hubspot IncHUBS6.69K$1.63M0.0%−$1.05MCut−$4.05M
Fox Corp27.9K$1.63M0.0%−$408.6KCut−$584.6K
Genuine Parts CoGPC15.4K$1.62M0.0%−$264.3KCut−$456.4K
Incyte CorpINCY17.2K$1.62M0.0%−$80.1KCut−$180.9K
Sun Cmntys Inc12.8K$1.61M0.0%$26.3KCut−$145.9K
Avery Dennison CorpAVY9.31K$1.61M0.0%−$85.7KCut−$256.1K
Heico Corp New5.84K$1.6M0.0%−$288.6KCut−$460.5K
Centene Corp Del48.9K$1.6M0.0%−$411.6KCut−$572.3K
Healthequity, Inc.HQY19.1K$1.6M0.0%−$153.6KCut−$682.9K
Evercore Inc.EVR5.28K$1.58M0.0%New
Ss&C Technologies Hldgs Inc23.2K$1.57M0.0%−$461.1KCut−$641.8K
Dycom Inds Inc4.63K$1.57M0.0%$1.31KAdded$1.09M
Jacobs Solutions Inc.J12.3K$1.57M0.0%−$63.7KCut−$231.5K
Kimco Rlty Corp69.6K$1.56M0.0%$153KCut−$19.4K
Nordson CorpNDSN5.87K$1.56M0.0%$150.3KCut$35.4K
Idex Corp8.22K$1.56M0.0%$95.5KHeld
Ball CorpBALL26.2K$1.55M0.0%$161.1KCut−$5.52K
CDW CorpCDW12.8K$1.55M0.0%−$194.5KCut−$374.8K
Essex Ppty Tr Inc6.4K$1.55M0.0%−$126KCut−$308.7K
Power Solutions Intl Inc25.4K$1.55M0.0%$11.7KAdded$1.37M
Griffon CorpGFF21.3K$1.55M0.0%−$20.7KCut−$1.05M
Rollins IncROL28.4K$1.52M0.0%−$187.9KCut−$356K
Insulet CorpPODD7.21K$1.51M0.0%−$536.5KCut−$723.8K
Astera Labs, Inc.ALAB13.8K$1.51M0.0%−$782.4KCut−$1.96M
Ataibeckley Inc Com ShsATAI423.7K$1.5M0.0%New
Rex American Res Corp32.9K$1.5M0.0%New
Payoneer Global Inc.PAYO310.2K$1.5M0.0%−$70KAdded$1M
Sunococorp LlcSUNC24.3K$1.5M0.0%New
Deckers Outdoor CorpDECK14.8K$1.48M0.0%−$53.1KCut−$224.4K
Carlisle Cos Inc4.44K$1.48M0.0%$61.1KCut−$95K
Mid-Amer Apt Cmntys Inc12.1K$1.48M0.0%−$203.5KCut−$434.5K
Lennox Intl Inc3.19K$1.48M0.0%−$68.3KCut−$230K
Niagen Bioscience, Inc.NAGE334.4K$1.47M0.0%−$55KAdded$1.3M
Zscaler, Inc.ZS10.4K$1.47M0.0%−$883.8KCut−$4.58M
Invitation Homes Inc.INVH58.6K$1.46M0.0%−$172.4KCut−$352.7K
Cooper Cos Inc20.4K$1.46M0.0%−$213.1KCut−$390K
ADTRAN Holdings, Inc.ADTN115.4K$1.45M0.0%New
Tyler Technologies IncTYL4.2K$1.44M0.0%−$468KCut−$661.4K
Okta, Inc.OKTA18.1K$1.42M0.0%−$140.1KCut−$254.2K
Reddit, Inc.RDDT10.5K$1.42M0.0%−$1MCut−$1.24M
Mission Produce, Inc.AVO102.1K$1.4M0.0%$35.5KAdded$1.21M
Coursera, Inc.COUR239.8K$1.4M0.0%New
Gaming & Leisure Pptys Inc31.4K$1.39M0.0%−$10.1KCut−$129K
Rpm Intl Inc14K$1.39M0.0%−$64.5KCut−$192.7K
EnersysENS8.02K$1.39M0.0%$101.8KAdded$838.6K
Annaly Capital Management In65.8K$1.39M0.0%−$79.6KCut−$180.7K
TransunionTRU20.1K$1.39M0.0%−$332.9KCut−$517.5K
Astronics Corp20.8K$1.39M0.0%$260KCut−$184.8K
BorgWarner IncBWA25.6K$1.39M0.0%New
Watsco Inc3.79K$1.38M0.0%$101.9KCut−$62.6K
Corebridge Finl Inc57.4K$1.37M0.0%−$215.7KAdded$339.5K
Masco Corp22.4K$1.35M0.0%−$69.3KCut−$248.7K
Pinnacle Finl Partners Inc Com15.7K$1.35M0.0%New
Dicks Sporting Goods Inc6.77K$1.34M0.0%$2.17KCut−$159.6K
Corvel CorpCRVL24.3K$1.33M0.0%−$39.2KAdded$1.12M
Central Garden & Pet Co40.9K$1.32M0.0%$45.3KAdded$915.2K
Affirm Hldgs Inc28.7K$1.31M0.0%−$820.5KCut−$943.2K
Helix Energy Solutions Grp I132.1K$1.31M0.0%New
Fidelity National Financial, Inc.FNF27.9K$1.29M0.0%−$228.8KCut−$412.3K
Rivian Automotive Inc85.8K$1.29M0.0%−$399.7KHeld
Best Buy Co IncBBY20K$1.28M0.0%−$54.6KCut−$230.5K
Minerals Technologies IncMTX18.1K$1.28M0.0%$180.2KCut−$205K
Willdan Group, Inc.WLDN16.7K$1.28M0.0%New
Mccormick & Co Inc25.2K$1.27M0.0%−$445.9KCut−$627.5K
Heico Corp New6K$1.27M0.0%−$248.1KCut−$314.3K
Encompass Health CorpEHC13K$1.26M0.0%−$48KAdded$717.9K
Opko Health, Inc.OPK1.1M$1.26M0.0%New
Banc Of California Inc70.9K$1.25M0.0%New
DNOW Inc.DNOW104.3K$1.24M0.0%−$139.7KCut−$3M
Gartner IncIT7.84K$1.24M0.0%−$736.6KCut−$1.62M
Henry Jack & Assoc Inc7.85K$1.24M0.0%−$191.8KCut−$304.8K
Equitable Hldgs Inc33.2K$1.23M0.0%−$349.7KCut−$542K
NB Bancorp, Inc.NBBK58.4K$1.23M0.0%New
Super Micro Computer Inc53.6K$1.22M0.0%−$348.4KCut−$520.8K
Enova Intl Inc8.95K$1.22M0.0%−$191.3KCut−$782.2K
Clorox Co Del11.6K$1.2M0.0%$32.4KCut−$126.5K
Guardant Health, Inc.GH12.9K$1.19M0.0%−$105.4KAdded$91K
GoDaddy Inc.GDDY14.3K$1.18M0.0%−$591.7KCut−$664.8K
Sphere Entertainment Co.SPHR9.94K$1.17M0.0%$56.5KAdded$926.6K
Topbuild Corp3.32K$1.17M0.0%−$218.9KCut−$1.36M
Samsara Inc.IOT36.8K$1.16M0.0%−$138.2KCut−$141.7K
Abercrombie & Fitch Co12.6K$1.15M0.0%−$434.8KCut−$672.4K
Moog Inc3.83K$1.12M0.0%New
Pinterest, Inc.PINS60.9K$1.12M0.0%−$459.6KCut−$463.4K
Delta Air Lines Inc DelDAL16.8K$1.11M0.0%−$48.9KCut−$165.7K
SPX Technologies, Inc.SPXC5.37K$1.07M0.0%−$574Added$116.8K
Solventum CorpSOLV16.4K$1.07M0.0%−$228.9KHeld
Warrior Met Coal, Inc.HCC11.5K$1.07M0.0%New
UDR, Inc.UDR31.3K$1.06M0.0%−$90.7KCut−$266K
Smith A O CorpAOS15.9K$1.05M0.0%−$15KHeld
Macom Tech Solutions Hldgs I4.72K$1.05M0.0%New
Five Below, IncFIVE4.58K$1.05M0.0%New
Century Alum Co17.7K$1.04M0.0%New
Zebra Technologies Corporati4.89K$1.02M0.0%−$165KCut−$332.5K
Draftkings Inc New47.3K$1.02M0.0%−$606.7KCut−$724.7K
Vir Biotechnology, Inc.VIR113K$1.01M0.0%New
Lyft, Inc.LYFT74.6K$991.8K0.0%−$318.1KAdded−$23.2K
Trade Desk, Inc.TTD43.7K$991.1K0.0%−$667KCut−$849.1K
Gen Digital Inc51.8K$974.9K0.0%−$432.8KCut−$617.8K
News Corp New38.1K$949.1K0.0%−$45.3KCut−$160.2K
Galaxy Digital Inc.GLXY50.9K$939.8K0.0%New
Enovis CORPENOV40.9K$930.7K0.0%New
Sezzle Inc.SEZL14.5K$917.6K0.0%−$673Added$686.7K
Proassurance Corp36.9K$911K0.0%$20.6KHeld
Primoris Svcs Corp6.23K$891.4K0.0%$117.8KCut−$343.3K
AramarkARMK21.7K$879.9K0.0%$79.9KHeld
Life Time Group Holdings, Inc.LTH32.7K$879.8K0.0%$5.23KAdded$493.4K
Ishares Tr11K$879.2K0.0%−$281.6KCut−$1.36M
American Airls Group IncAAL81.5K$875.1K0.0%−$374KCut−$2.03M
Core & Main, Inc.CNM17.6K$871.6K0.0%−$45.3KCut−$825.1K
Ionq Inc29.6K$853.1K0.0%−$474.7KCut−$915.7K
Planet Fitness, Inc.PLNT11.5K$852.2K0.0%−$324.7KAdded−$181K
Hinge Health, Inc.HNGE22.1K$851.6K0.0%New
Taylor Morrison Home Corp14.3K$834.8K0.0%−$1.87KAdded$659.6K
Modine Mfg Co3.82K$828.5K0.0%$318.1KHeld
Carpenter Technology CorpCRS2.08K$818.6K0.0%$164.7KCut−$433.2K
Ccc Intelligent Solutions Hl136K$815.9K0.0%−$265.2KCut−$5.21M
United Airls Hldgs Inc8.81K$811.6K0.0%−$174.1KHeld
Tetra Technologies Inc Del94.7K$807.2K0.0%New
Mueller Wtr Prods Inc29.3K$805.9K0.0%$107.6KHeld
Qcr Holdings IncQCRH9.43K$805.5K0.0%$20.3KCut−$277.4K
Wintrust Finl Corp5.56K$772.5K0.0%−$4.89KHeld
Planet Labs PbcPL27.6K$770.4K0.0%$226.9KCut−$573.9K
Brightspring Health Svcs Inc17.7K$753.2K0.0%$57.2KAdded$337.9K
Hims & Hers Health, Inc.HIMS36.1K$748.6K0.0%−$422.3KCut−$1.34M
Select Water Solutions, Inc.WTTR47.4K$725K0.0%$226.5KCut−$1.49M
Reinsurance Grp Of America I3.55K$724.6K0.0%$2.48KCut−$471.2K
Hormel Foods Corp31.9K$722.9K0.0%−$33.5KCut−$151.2K
Yeti Hldgs Inc19.6K$716.9K0.0%−$28.4KAdded$551.4K
Zillow Group Inc17.3K$715.6K0.0%−$464.1KCut−$579.6K
Ralph Lauren CorpRL2.06K$707.2K0.0%−$18.9KAdded$12.4K
Cbl & Assoc Pptys Inc18.2K$700.8K0.0%New
Seneca Foods Corp New4.6K$694.7K0.0%New
Toro CoTTC7.42K$693K0.0%New
Pc Connection IncCNXN11.7K$686.4K0.0%$8.22KHeld
Mp Materials Corp14.1K$682.3K0.0%−$23.3KAdded$161.3K
Arrowhead Pharmaceuticals In10.8K$679.8K0.0%New
Genworth Finl Inc83.4K$677.2K0.0%−$14.8KAdded$530.5K
Erie Indty Co2.68K$672.8K0.0%−$94.6KCut−$213.3K
Myriad Genetics IncMYGN148.9K$670.2K0.0%New
Legalzoom.Com, Inc.LZ118.2K$670K0.0%−$503.4KCut−$923.8K
Xencor IncXNCR55.1K$664.3K0.0%New
Hyatt Hotels CorpH4.56K$655.1K0.0%−$75.3KCut−$136.4K
Badger Meter IncBMI4.29K$654.2K0.0%−$94.7KHeld
Mks IncMKSI2.83K$649.9K0.0%New
Pebblebrook Hotel Tr51.1K$644.8K0.0%$66.9KCut−$603K
Granite Constr Inc5.32K$637.2K0.0%$24.1KCut−$2.72M
Qorvo, Inc.QRVO8.22K$636.5K0.0%New
Autonation, Inc.AN3.25K$635K0.0%New
Garrett Motion Inc.GTX34.8K$631.9K0.0%New
Hecla Mng Co33.3K$620.8K0.0%New
Oklo Inc.OKLO12.2K$606.8K0.0%−$271.3KCut−$602K
Verra Mobility CorpVRRM42.2K$603.7K0.0%New
Hub Group, Inc.HUBG16.7K$602.5K0.0%New
Option Care Health, Inc.OPCH21.9K$590.8K0.0%−$108.4KCut−$234.2K
Karman Hldgs Inc7.38K$590.4K0.0%$50.7KCut−$434.2K
Gentherm IncTHRM20.6K$571.2K0.0%New
Liveramp Hldgs Inc21K$557.7K0.0%New
Ceco Environmental CorpCECO9.25K$551K0.0%New
XPO, Inc.XPO2.79K$543.2K0.0%$163.7KCut−$472.2K
Lear CorpLEA4.48K$542.3K0.0%New
Groupon, Inc.GRPN45.4K$540.2K0.0%−$100.3KAdded$230.8K
Ralliant CorpRAL12.9K$536.5K0.0%New
N-able, Inc.NABL114.8K$536.3K0.0%New
Appfolio IncAPPF3.33K$525.1K0.0%New
The Realreal Inc57.1K$518.3K0.0%New
Snap IncSNAP111.8K$514.1K0.0%−$387.8KHeld
Sei Invts Co6.54K$513.1K0.0%New
Pra Group IncPRAA27.6K$483.4K0.0%New
Pathward Financial, Inc.CASH5.19K$463.2K0.0%New
Ttm Technologies IncTTMI4.71K$458.7K0.0%$133.8KCut−$2.39M
Exelixis, Inc.EXEL10.6K$455.7K0.0%−$9.99KCut−$977.8K
Caseys Gen Stores Inc611$444.7K0.0%$107KCut−$656.8K
Ribbon Communications Inc.RBBN206.8K$438.4K0.0%New
Kratos Defense & Sec Solutio6.03K$425.2K0.0%−$32.6KCut−$169.7K
Fox Corp7.99K$424.3K0.0%−$94.5KCut−$236.7K
Supernus Pharmaceuticals, Inc.SUPN8.16K$421.9K0.0%$16.2KCut−$30.9K
Inspire Med Sys Inc8.08K$417K0.0%−$92.8KAdded$206.4K
USA TODAY Co., Inc.TDAY58.8K$414.9K0.0%$111.8KCut$93.9K
Remitly Global, Inc.RELY26.3K$411.6K0.0%$8.74KAdded$347.1K
Victorias Secret And Co8.74K$405.3K0.0%New
Charles Riv Labs Intl Inc2.34K$403.6K0.0%−$63.1KCut−$392.7K
Darling Ingredients Inc.DAR6.48K$401K0.0%New
Privia Health Group, Inc.PRVA19.3K$396.2K0.0%−$60.5KHeld
SI-BONE, Inc.SIBN31K$391.3K0.0%New
Shift4 Pmts Inc8.81K$385.1K0.0%−$169.4KCut−$573.3K
Hawkins IncHWKN2.5K$384K0.0%$28.9KCut−$1.13M
Pvh Corporation5.31K$370.3K0.0%$14.5KHeld
Check Point Software Tech Lt2.46K$352K0.0%−$105.2KCut−$183.2K
Trupanion, Inc.TRUP13.7K$351.7K0.0%New
Woodward, Inc.WWD963$344.7K0.0%New
Metropolitan Bk Hldg Corp4.06K$338.5K0.0%$19.1KAdded$128.5K
Natural Grocers By Vitamin C12.8K$331.4K0.0%$3.83KAdded$211.4K
Opendoor Technologies Inc69.7K$326.1K0.0%−$45.3KAdded$96.6K
Corcept Therapeutics IncCORT7.89K$318.2K0.0%$25.1KAdded$159.3K
Azenta, Inc.AZTA15K$317.5K0.0%New
Itron, Inc.ITRI3.46K$310K0.0%−$11.2KCut−$21.1K
Commercial Metals CoCMC5.04K$309.8K0.0%New
Adt Inc Del46.3K$304K0.0%−$34.6KAdded$118K
Envista Holdings CorpNVST11.8K$298.4K0.0%New
Innodata IncINOD7.67K$296.2K0.0%−$58.9KAdded$52.8K
Oshkosh CorpOSK2.01K$295.4K0.0%New
Caesars Entertainment Inc Ne11.2K$294.7K0.0%$33.9KCut−$206.8K
Relay Therapeutics, Inc.RLAY29.2K$290.7K0.0%New
Nektar TherapeuticsNKTR3.99K$287.2K0.0%New
Aar CorpAIR2.61K$286K0.0%$28.6KAdded$197.4K
Mirum Pharmaceuticals, Inc.MIRM3.05K$281.9K0.0%$40.9KCut−$392.6K
Roku, IncROKU2.82K$266.5K0.0%−$39.1KCut−$145.4K
Centerpoint Energy IncCNP6.14K$265K0.0%$29.6KHeld
Lkq CorpLKQ8.42K$247.2K0.0%−$6.99KHeld
FuboTV Inc.FUBO26K$245.5K0.0%New
Materion CorpMTRN1.69K$243.7K0.0%$34.3KCut−$1.01M
Central Garden & Pet Co6.56K$241.1K0.0%$30.3KHeld
Dutch Bros Inc.BROS4.71K$238.8K0.0%−$49.8KCut−$355.5K
Landstar Sys Inc1.49K$238.1K0.0%$24.7KCut−$264K
Gogo Inc.GOGO59K$237.1K0.0%New
Gold Com Inc5.68K$227.6K0.0%$21.7KAdded$105K
M/I Homes, Inc.MHO1.83K$224.2K0.0%−$10.1KCut−$554.8K
Amneal Pharmaceuticals, Inc.AMRX17.7K$219.6K0.0%−$3KCut−$960.5K
Sarepta Therapeutics, Inc.SRPT10K$217.5K0.0%New
Paymentus Holdings, Inc.PAY8.48K$215.4K0.0%New
Mannkind CorpMNKD86.5K$211.9K0.0%−$114.9KAdded$9.63K
MasterBrand, Inc.MBC25.3K$209.8K0.0%New
Laureate Education, Inc.LAUR5.87K$204.4K0.0%New
Albemarle Corp1.1K$198K0.0%New
Alcoa CorpAA2.98K$197.5K0.0%New
L3harris Technologies Inc526$181.5K0.0%New
Ugi Corp New4.96K$180.6K0.0%New
Huron Consulting Group Inc.HURN1.38K$175.9K0.0%−$62.7KCut−$556.9K
Rapid7, Inc.RPD31.9K$175.9K0.0%New
Healthcare Svcs Group Inc9.06K$168K0.0%New
Progress Software Corp6.53K$167.4K0.0%New
Royal Gold IncRGLD651$165.7K0.0%New
GXO Logistics, Inc.GXO3.14K$162.8K0.0%New
D-Wave Quantum Inc.QBTS10.5K$151.4K0.0%−$106.2KAdded−$85.6K
Magnite, Inc.MGNI12.6K$149.9K0.0%−$54.9KHeld
Jefferies Finl Group Inc3.61K$149K0.0%New
SiteOne Landscape Supply, Inc.SITE1.07K$143.1K0.0%New
XPLR Infrastructure, LPXIFR12.3K$131K0.0%New
Globus Med Inc1.49K$128.3K0.0%New
Alignment Healthcare, Inc.ALHC7.19K$126.7K0.0%−$15.3KCut−$219.1K
Rambus Inc Del1.47K$126.3K0.0%−$8.6KCut−$477K
Acadia Pharmaceuticals IncACAD5.55K$123.5K0.0%−$24.7KCut−$456.1K
Align Technology IncALGN696$119.3K0.0%New
Oscar Health, Inc.OSCR10.3K$117.6K0.0%−$29.7KCut−$112.9K
Moderna, Inc.MRNA2.3K$116.6K0.0%New
Peapack-Gladstone Finl Corp3.29K$115.9K0.0%$24.2KCut−$103.1K
Visteon CorpVC1.27K$115.6K0.0%New
FIGS, Inc.FIGS7.75K$114.5K0.0%New
Marqeta, Inc.MQ28.1K$114.5K0.0%−$18.8KCut−$66.5K
Omnicell, Inc.OMCL3.4K$113.3K0.0%New
Argan IncAGX208$113.3K0.0%New
Colgate Palmolive CoCL1.22K$104K0.0%$7.58KCut−$146.7K
Centrus Energy CorpLEU578$100.3K0.0%−$27.3KAdded$4.69K
Angi Inc.ANGI13.9K$95.1K0.0%−$84.4KCut−$171K
Fox Factory Hldg Corp5.56K$91.5K0.0%New
Cavco Inds Inc Del181$87.7K0.0%−$19.3KHeld
Shoals Technologies Group In13.3K$87.4K0.0%New
Advanced Energy Inds261$84.2K0.0%New
Guidewire Software, Inc.GWRE542$81.1K0.0%New
Ecovyst Inc.ECVT5.96K$76.7K0.0%New
Rigetti Computing Inc5.37K$75.4K0.0%−$43.6KCut−$179.1K
GRAIL, Inc.GRAL1.31K$67.9K0.0%New
Waystar Hldg Corp2.39K$57.6K0.0%−$20.7KCut−$1.41M
Worthington Stl Inc1.63K$49.4K0.0%New
Tenet Healthcare CorpTHC259$48.9K0.0%New
GeneDx Holdings Corp.WGS706$45.3K0.0%−$46.5KCut−$198.8K
Armstrong World Inds Inc New271$44.7K0.0%New
Tandem Diabetes Care IncTNDM1.83K$35.2K0.0%−$5.16KCut−$341K
Lendingtree Inc NewTREE799$34.3K0.0%−$8.16KCut−$243.6K
Tetra Tech Inc New1.13K$34.2K0.0%−$3.88KHeld
Dominion Energy, IncD548$33.9K0.0%New
Northeast Bk Portland Me293$32.9K0.0%$2.47KCut−$726.8K
Archer-Daniels-Midland CoADM407$29.6K0.0%$6.19KCut−$3.04M
Nmi Hldgs Inc335$12.6K0.0%−$1.1KCut−$1M
Lantheus Hldgs Inc132$10K0.0%$1.23KCut−$198.3K
Alliant Energy CorpLNT56$4.02K0.0%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.