13F

Investor

Weiss Asset Management LP

CIK 0001357550 · filed 2026-05-15 · SEC filing

13F book

$5.91B

Positions

472

281 new · 360 sold

Largest name

16.5%

Nvidia Corp · NVDA

Est. mark

−$218.6M

Price effect on 191 names still held. Flow −$1.41B.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA5.58M$973.4M16.5%−$67.5MCut−$265.4M
Sprott Asset Management Lp8.19M$199.8M3.4%New
Strategy Inc154.8M$170.4M2.9%−$10.8MAdded−$4.65M
Super Micro Computer Inc148.4M$129.1M2.2%New
Nextera Energy Inc2.55M$128.1M2.2%New
Theravance Biopharma, Inc.TBPH7.46M$121M2.0%−$18.5MHeld
Strategy Inc121M$106M1.8%New
Ugi Corp New70.9M$99.6M1.7%−$789.5KAdded$14M
Hologic Inc1.23M$93M1.6%New
Ishares Bitcoin Trust EtfIBIT2.28M$87.6M1.5%−$25.6MCut−$299.8M
Bitmine Immersion Tecnologie4.33M$85.6M1.4%−$6.88MAdded$60.3M
Strategy Inc667.5K$83.3M1.4%−$18.1MCut−$66.5M
Sprott Asset Management Lp1.74M$83M1.4%New
Strategy Inc69.9M$80.9M1.4%−$2.26MAdded$55.5M
Super Micro Computer Inc99.1M$79.8M1.4%−$8.82MCut−$19.6M
Greenbrier Cos Inc60.2M$69.7M1.2%$3.98MAdded$12.4M
Mcewen Inc.MUX31.3M$66.2M1.1%New
Albemarle Corp820K$59M1.0%New
Amicus Therapeutics Inc3.87M$56M0.9%$416.4KAdded$29M
Strategy Inc52.4M$53.6M0.9%New
Weibo Corp48.1M$50.8M0.9%−$4.98MAdded−$3.82M
Tesla, Inc.TSLA129.5K$48.1M0.8%−$7.12MAdded$7.06M
Ppl Corp930K$47.5M0.8%New
Epr Pptys2.07M$47.3M0.8%$303KAdded$10.4M
Lockheed Martin CorpLMT61.6K$37.2M0.6%New
Ovintiv Inc.OVV596.8K$35.4M0.6%New
Apartment Invt & Mgmt Co8.15M$33.2M0.6%−$2.34MAdded$25.7M
Kimberly Clark CorpKMB342.6K$33M0.6%New
Etsy IncETSY34.8M$32.5M0.5%$168KCut−$16.8M
Micron Technology IncMU95K$32.1M0.5%$1.5MAdded$23.9M
Moonlake ImmunotherapeuticsMLTX1.71M$31.8M0.5%$1.82MAdded$27.5M
Super Micro Computer Inc1.4M$31.8M0.5%−$6.48MAdded$2.6M
Freshpet, Inc.FRPT26.9M$31.2M0.5%−$52.2KAdded$25.4M
Enovis CORPENOV30.9M$29.9M0.5%New
Simon Ppty Group Inc New151.2K$28.2M0.5%New
Apellis Pharmaceuticals Inc700K$28.2M0.5%New
Kkr & Co Inc291.5K$27M0.5%New
3M COMMM185.4K$26.9M0.5%New
Cellebrite DI Ltd.CLBT1.9M$26.2M0.4%−$225.2KAdded$25.2M
Valero Energy Corp105.8K$26.1M0.4%New
Whirlpool Corp625K$25.8M0.4%New
Strategy Inc26.4M$25.5M0.4%New
Arista Networks, Inc.ANET206.2K$25.3M0.4%−$78.5KAdded$24.1M
Sunrun Inc.RUN21.3M$25.2M0.4%−$4.99MCut−$55.6M
Coinbase Global, Inc.COIN26.9M$25.1M0.4%New
Centene Corp Del739K$24.2M0.4%−$6.21MCut−$10.3M
Alumis Inc.ALMS1.1M$24.2M0.4%New
Hewlett Packard Enterprise C1M$23.9M0.4%New
Hut 8 Corp.HUT472.2K$22.2M0.4%$458KCut−$7.08M
Apollo Global Mgmt Inc375K$22M0.4%New
Nano Nuclear Energy Inc.NNE1.05M$21.6M0.4%−$3.72MCut−$16.7M
Halliburton CoHAL538.9K$21M0.4%New
Iren Limited605.6K$20.8M0.4%−$307.8KAdded$17.4M
Molson Coors Beverage Co472.6K$20.3M0.3%New
Centessa Pharmaceuticals Plc510.4K$20.3M0.3%New
Robinhood Mkts Inc291K$20.2M0.3%New
Costar Group, Inc.CSGP497.5K$20.1M0.3%−$923.2KAdded$17.8M
Masimo Corp112.6K$20M0.3%New
Nio Inc19.4M$20M0.3%$1.27MCut−$7.58M
Clearwater Analytics Hldgs I843.4K$19.9M0.3%New
Cincinnati Finl Corp125.4K$19.7M0.3%New
Sharplink Gaming IncSBET3.04M$19.6M0.3%−$6.36MAdded−$3.21M
Epr Pptys640.4K$19.5M0.3%$56.4KAdded$9.93M
Pan Amern Silver Corp342.5K$18.7M0.3%$161.6KAdded$15.7M
Pure Storage IncP316.6K$18.7M0.3%New
Allied Gold CorpAAUC592.4K$18.4M0.3%New
Ardagh Metal Packaging S A4.52M$18.3M0.3%−$1.98KAdded$18.1M
New Amer Acquisition I Corp1.77M$17.7M0.3%New
Sempra178.5K$17.3M0.3%$138.2KAdded$16M
Canaan Inc.CAN39.9M$17.2M0.3%−$10.3MCut−$12.7M
Sprott Asset Management Lp484.1K$17.2M0.3%New
USA Rare Earth, Inc.USAR1.13M$17.1M0.3%New
Solaris Energy Infras Inc13.6M$17M0.3%New
Synchrony Financial243.5K$16.6M0.3%−$397.1KAdded$14.4M
Tetra Tech Inc New15.5M$16.3M0.3%−$344.7KAdded$5.44M
Netflix IncNFLX168.3K$16.2M0.3%$7.58KAdded$15.9M
Fair Isaac CorpFICO15.1K$16.2M0.3%New
Elevance Health Inc Formerly52.7K$15.4M0.3%−$3.04MCut−$24.5M
Fermi Inc.FRMI2.42M$14.1M0.2%−$981.2KAdded$10.5M
Cantaloupe Inc1.3M$14M0.2%New
Amkor Technology, Inc.AMKR300K$13.5M0.2%$458KAdded$10.3M
Newmarket CorpNEU21K$13.5M0.2%New
Cogent Biosciences, Inc.COGT346.1K$13.3M0.2%New
Booz Allen Hamilton Hldg Cor165.9K$12.9M0.2%New
Southern Co131.3K$12.7M0.2%$1.22MCut−$16.3M
Corning Inc92.7K$12.6M0.2%New
Aflac IncAFL110.7K$12.1M0.2%−$4.81KAdded$11.2M
Vici Pptys Inc433.7K$11.8M0.2%−$346.9KCut−$1.34M
Apple Inc.AAPL46.1K$11.7M0.2%−$833.7KCut−$16.7M
Snowflake Inc.SNOW9.5M$11.6M0.2%New
Veralto CorpVLTO130.6K$11.5M0.2%−$219.7KAdded$9.62M
S&P Global Inc.SPGI26.9K$11.4M0.2%New
ConocophillipsCOP84.3K$11.1M0.2%New
Site Ctrs Corp2.05M$11.1M0.2%−$2.09MCut−$4.37M
Sprott Asset Management Lp695.4K$10.8M0.2%New
Brightspring Health Svcs Inc75.6K$10.8M0.2%$1.2MHeld
Kroger CoKR148.6K$10.8M0.2%$218.7KAdded$9.37M
Infosys LtdINFY792.6K$10.7M0.2%New
Capital Southwest CorpCSWC10.3M$10.5M0.2%$36.2KAdded$9.05M
Aes CorpAES703.5K$9.91M0.2%New
Txnm Energy IncTXNM165.4K$9.67M0.2%New
Palantir Technologies Inc.PLTR65.4K$9.57M0.2%New
Medline Inc.MDLN213.2K$9.49M0.2%$526KAdded$650K
Oracle Corp200K$9.18M0.2%New
Analog Devices IncADI28.5K$9.08M0.2%New
Lands End Inc New799.8K$8.99M0.2%New
Netskope IncNTSK1.05M$8.96M0.2%New
Ishares Ethereum Tr564.8K$8.94M0.2%−$3.73MCut−$38.7M
Lam Research CorpLRCX41.4K$8.85M0.1%$1.76MCut−$54.8K
Qnity Electronics, Inc.Q76.5K$8.83M0.1%New
Autodesk, Inc.ADSK35.7K$8.54M0.1%New
Hecla Mng Co458K$8.53M0.1%−$256.5KCut−$7.7M
Amcor Plc Com New211K$8.39M0.1%New
Kaspi Kz Jsc112.8K$8.36M0.1%−$458KHeld
Core Scientific Inc New557.6K$8.34M0.1%$433Added$8.33M
Cvb Finl Corp428.2K$8.3M0.1%New
Kosmos Energy Ltd.KOS10.4M$8.21M0.1%$3.72MCut−$1.77M
Empery Digital Inc.EMPD1.92M$8.11M0.1%−$244.2KAdded$4.78M
Fastenal CoFAST173.7K$8.06M0.1%New
iQIYI, Inc.IQ8.7M$7.99M0.1%New
Pinterest, Inc.PINS432.8K$7.94M0.1%New
Strategy Inc9.43M$7.9M0.1%$125.1KCut−$34M
Indivior Pharmaceuticals, Inc.INDV259.1K$7.9M0.1%New
Dexcom IncDXCM120.8K$7.58M0.1%New
Wells Fargo Co New94.2K$7.5M0.1%−$1.28MCut−$5.69M
Regions Financial Corp New285.9K$7.47M0.1%New
Citigroup Inc64.3K$7.29M0.1%−$210.8KCut−$3.84M
Zim Integrated Shipping Serv276.4K$7.28M0.1%New
Baidu Inc64K$7.13M0.1%New
Humana IncHUM40.9K$7.09M0.1%−$2.33MAdded−$134.3K
Keycorp351.1K$7.04M0.1%New
Forgent Power Solutions, Inc.FPS236.9K$6.93M0.1%New
Lamb Weston Hldgs Inc162.3K$6.86M0.1%$20.2KAdded$4.57M
GE Vernova Inc.GEV7.49K$6.54M0.1%New
Garmin LtdGRMN27.9K$6.47M0.1%$743.9KAdded$1.3M
Archer-Daniels-Midland CoADM87.4K$6.35M0.1%New
Nano-X Imaging Ltd.NNOX2.79M$6.34M0.1%−$1.48MCut−$2.08M
Core Scientific Inc New714.2K$6.25M0.1%$207.1KHeld
Pegasystems IncPEGA145.9K$6.21M0.1%New
Agilent Technologies, Inc.A54.4K$6.2M0.1%−$1.2MCut−$16.8M
Cisco Sys Inc78.6K$6.1M0.1%New
Guidewire Software, Inc.GWRE40.7K$6.09M0.1%New
Southwest Airls Co161K$6.05M0.1%−$398.3KAdded$1.67M
Xanadu Quantum Technolo Ltd775K$5.94M0.1%New
Paychex IncPAYX63.9K$5.89M0.1%New
Galaxy Digital Inc.GLXY317.4K$5.86M0.1%−$1.24MCut−$2.04M
V F CorpVFC343.9K$5.84M0.1%New
Intuitive Surgical IncISRG12.6K$5.81M0.1%New
Rambus Inc Del63.1K$5.43M0.1%−$212.7KAdded$2.09M
Sable Offshore Corp.SOC328.2K$5.42M0.1%$2.46MHeld
News Corp New189.7K$5.41M0.1%New
Us Bancorp Del103.8K$5.4M0.1%New
Whirlpool Corp96.3K$5.19M0.1%New
Advanced Drain Sys Inc Del37.7K$5.17M0.1%New
Lyondellbasell Industries N63.6K$5.12M0.1%$1.73MAdded$3.11M
Rezolve Ai Plc2M$5.12M0.1%New
Resmed Inc22.6K$5.08M0.1%−$94.6KAdded$3.69M
Bakkt Holdings Inc678.5K$4.99M0.1%−$1.82MCut−$3.16M
Phinia Inc.PHIN72.3K$4.95M0.1%$93.2KAdded$3.93M
Range Res Corp109K$4.92M0.1%New
Cleanspark Inc5M$4.84M0.1%−$346.1KHeld
New York Times CoNYT57.7K$4.83M0.1%$717.4KAdded$1.35M
Howmet Aerospace Inc.HWM20.9K$4.83M0.1%New
Quanta Svcs Inc8.76K$4.81M0.1%New
Packaging Corp Amer22.7K$4.81M0.1%$26.7KAdded$3.89M
Tetra Tech Inc New159.4K$4.8M0.1%New
Moderna, Inc.MRNA93.7K$4.76M0.1%$686.6KAdded$3.81M
Coeur Mng Inc251.7K$4.72M0.1%$13.1KAdded$4.47M
Turning Pt Brands Inc54.2K$4.71M0.1%New
Advanced Micro Devices IncAMD23K$4.67M0.1%−$52.2KAdded$3.63M
Middleby CorpMIDD34.9K$4.63M0.1%New
Vicor CorpVICR28.5K$4.59M0.1%New
Nutanix, Inc.NTNX5M$4.53M0.1%−$296.5KCut−$11.1M
DuPont de Nemours, Inc.DD98.2K$4.5M0.1%$549.9KCut−$4.66M
Uber Technologies, IncUBER62.5K$4.5M0.1%−$108.1KAdded$3.59M
York Space Systems Inc.YSS202.2K$4.48M0.1%New
Defi Technologies, Inc.DEFT8.04M$4.44M0.1%−$1.62MAdded−$1.59M
Td Synnex CorpSNX26.3K$4.43M0.1%New
On Semiconductor CorpON71.1K$4.4M0.1%$552.5KCut−$5.03M
Paycom Software, Inc.PAYC36.2K$4.4M0.1%New
Altria Group, Inc.MO65.4K$4.31M0.1%New
Curtiss Wright CorpCW6.09K$4.15M0.1%New
Avantor, Inc.AVTR527.9K$4.14M0.1%−$1.91MCut−$4.52M
Dell Technologies Inc.DELL25.1K$4.12M0.1%$797.7KAdded$1.5M
Perpetua Resources Corp.PPTA145.1K$4.08M0.1%$458.3KAdded$1.24M
Arch Cap Group Ltd42.3K$4.06M0.1%$1.57KAdded$1.91M
Atlassian CorpTEAM59.3K$4.05M0.1%New
Brown Forman Corp152.8K$4.04M0.1%New
Chipotle Mexican Grill IncCMG123K$3.94M0.1%−$613.7KCut−$1.45M
Ss&C Technologies Hldgs Inc58K$3.92M0.1%New
Sandisk CorpSNDK6.06K$3.85M0.1%New
ExlService Holdings, Inc.EXLS124.6K$3.79M0.1%New
Northwestern Energy Group In56.3K$3.71M0.1%$42.6KAdded$1.75M
Affirm Hldgs Inc80.3K$3.68M0.1%New
Alexandria Real Estate Eq In79.1K$3.67M0.1%New
Ralph Lauren CorpRL10.6K$3.66M0.1%New
AbbVie Inc.ABBV16.8K$3.65M0.1%−$49.5KAdded$2.62M
Capital One Finl Corp19.8K$3.62M0.1%New
Cognex CorpCGNX73.5K$3.6M0.1%$931.3KAdded$1.02M
Match Group Inc New116.9K$3.59M0.1%−$18.4KAdded$3.21M
Hertz Global Hldgs Inc1.57M$3.59M0.1%−$629.5KHeld
Cf Inds Hldgs Inc27.2K$3.53M0.1%$1.43MCut−$3.56M
Entegris IncENTG29.7K$3.48M0.1%$979.1KCut−$8.41M
Cooper Cos Inc48K$3.43M0.1%−$497.3KCut−$20.7M
Blackstone Inc.BX29.9K$3.43M0.1%−$1.17MCut−$34.2M
Molina Healthcare, Inc.MOH25.3K$3.37M0.1%−$1.02MCut−$18.6M
Commscope Hldg Co IncVISN184.8K$3.36M0.1%New
Genuine Parts CoGPC30.8K$3.26M0.1%New
Atrium Therapeutics, Inc.RNA240.7K$3.22M0.1%New
Lauder Estee Cos Inc44.8K$3.22M0.1%New
Pattern Group Inc.PTRN258.4K$3.21M0.1%New
Veeva Sys Inc17.4K$3.05M0.1%−$826.7KCut−$9.3M
Royal Caribbean Group11K$3.03M0.1%New
UL Solutions Inc.ULS35K$3M0.1%New
Sonoco Prods Co55.1K$2.98M0.1%$88.4KAdded$2.61M
General Mtrs Co39.8K$2.96M0.1%−$271.2KCut−$7.3M
Mccormick & Co Inc58.6K$2.96M0.1%New
Lowes Cos Inc12.4K$2.94M0.1%−$44.1KAdded$755.7K
Procap Finl Inc1.39M$2.93M0.1%−$1.77MAdded−$1.48M
Eli Lilly & CoLLY3.07K$2.82M0.0%−$57KAdded$2.43M
Antero Resources CorpAR64K$2.72M0.0%New
Radian Group IncRDN81.9K$2.71M0.0%New
Wabtec10.7K$2.68M0.0%New
Everest Group, Ltd.EG8.13K$2.66M0.0%−$101.7KCut−$1.15M
Globe Life Inc19K$2.64M0.0%New
Ke Hldgs Inc173.2K$2.59M0.0%New
Navan, Inc.NAVN190.7K$2.52M0.0%New
Kpet Ultra Paceline Corp250K$2.5M0.0%New
Andersons, Inc.ANDE34.7K$2.49M0.0%$379.1KAdded$1.41M
Via Transn Inc162.2K$2.43M0.0%New
Stubhub Hldgs Inc384.1K$2.4M0.0%New
Paypal Hldgs Inc52.4K$2.37M0.0%−$381.2KAdded$676.8K
Enphase Energy, Inc.ENPH62.4K$2.36M0.0%$359.4KCut−$3.13M
Crane Company13.7K$2.34M0.0%New
Nordson CorpNDSN8.8K$2.34M0.0%New
Bristol-Myers Squibb Co38.1K$2.31M0.0%New
Bread Financial Holdings Inc30.6K$2.29M0.0%New
Jpmorgan Chase & Co.7.67K$2.26M0.0%New
Essex Ppty Tr Inc9.11K$2.21M0.0%New
Fox Corp41K$2.18M0.0%New
Cathay Gen Bancorp43.6K$2.18M0.0%New
Gap IncGAP89.2K$2.16M0.0%−$67.5KAdded$925.4K
Solstice Advanced Matls Inc28.1K$2.14M0.0%$776.1KCut−$323.4K
International Flavors&Fragra29.2K$2.12M0.0%$150.7KCut−$6.93M
Smith A O CorpAOS31.8K$2.1M0.0%−$29.9KCut−$1.22M
Southwest Gas Hldgs Inc24.1K$2.1M0.0%New
Iamgold CorpIAG109K$2.05M0.0%$241.3KAdded$344.1K
EquipmentShare.com IncEQPT100K$2.04M0.0%New
CoreCivic, Inc.CXW106.6K$2.02M0.0%New
Kkr & Co Inc50K$2M0.0%New
West Pharmaceutical Svsc Inc7.92K$1.99M0.0%New
Columbia Bkg Sys Inc72.2K$1.98M0.0%New
Bank New York Mellon Corp16.5K$1.96M0.0%New
Coinbase Global, Inc.COIN11.1K$1.94M0.0%−$573.1KCut−$29M
Integer Hldgs Corp2M$1.92M0.0%New
Travelers Companies, Inc.TRV6.24K$1.82M0.0%New
Viper Energy, Inc.VNOM37.9K$1.78M0.0%New
Cibus, Inc.CBUS888.1K$1.76M0.0%New
First Comwlth Finl Corp Pa99.6K$1.75M0.0%New
Zillow Group Inc42.1K$1.74M0.0%New
Central & Eastern Europe Fd91K$1.66M0.0%$32.6KAdded$701.9K
Agco Corp14.3K$1.66M0.0%New
Hesai Group86.7K$1.66M0.0%New
Tecnoglass Inc37.2K$1.66M0.0%New
Eastern Bankshares, Inc.EBC84.6K$1.66M0.0%$39.4KAdded$1.01M
Associated Banc Corp63.5K$1.64M0.0%$6.35KCut−$138.6K
Waterbridge Infrastructure L60K$1.61M0.0%$101.7KAdded$1.31M
Bloomin' Brands, Inc.BLMN291.8K$1.58M0.0%New
Mueller Wtr Prods Inc57.2K$1.57M0.0%New
Aptiv PlcAPTV22.3K$1.55M0.0%New
Mattel Inc106.1K$1.54M0.0%New
SOLV Energy, Inc.MWH51.2K$1.54M0.0%New
Doubleverify Hldgs Inc159.8K$1.52M0.0%−$310KCut−$831.9K
Northwest Bancshares Inc MdNWBI119.1K$1.51M0.0%New
CoreWeave, Inc.CRWV19.4K$1.5M0.0%New
Edison Intl20.2K$1.47M0.0%New
Garrett Motion Inc.GTX79.4K$1.44M0.0%New
Signet Jewelers Limited17K$1.44M0.0%New
International Bancshares Cor21.1K$1.42M0.0%New
Workday, Inc.WDAY10.7K$1.39M0.0%New
Five Below, IncFIVE5.9K$1.35M0.0%New
Teck Resources Ltd25.9K$1.34M0.0%New
Bank America Corp27.2K$1.33M0.0%−$170.3KCut−$1.96M
iQIYI, Inc.IQ960.1K$1.3M0.0%New
Janux Therapeutics, Inc.JANX93.1K$1.29M0.0%New
Hubspot IncHUBS5.29K$1.29M0.0%New
Newell Brands Inc.NWL367.6K$1.26M0.0%New
Crown Hldgs Inc12.6K$1.26M0.0%−$34.2KCut−$9.56M
Yum Brands IncYUM8.09K$1.26M0.0%New
Levi Strauss & Co New67.8K$1.25M0.0%New
Oshkosh CorpOSK8.51K$1.25M0.0%New
NCR Atleos CorpNATL28.5K$1.24M0.0%New
Toast, Inc.TOST46.6K$1.24M0.0%New
Marketaxess Hldgs Inc7.49K$1.24M0.0%New
Robert Half Inc.RHI48.4K$1.23M0.0%New
SM Energy CoSM39.2K$1.22M0.0%$489.2KCut−$782.9K
Kinetik Holdings Inc.KNTK25K$1.21M0.0%New
Microchip Technology Inc.18.6K$1.2M0.0%$3.08KAdded$981.4K
SunCoke Energy, Inc.SXC184.1K$1.2M0.0%New
Fundrise Innovation Fd Llc8.82K$1.16M0.0%New
Cno Finl Group Inc27.8K$1.14M0.0%New
Alamos Gold Inc NewAGI25.7K$1.14M0.0%$150.2KCut−$1.53M
Zions Bancorporation N A19.7K$1.14M0.0%−$18.2KCut−$2.18M
Dave & Busters Entmt Inc103.3K$1.12M0.0%New
Magnera CorpMAGN117.5K$1.12M0.0%−$661.6KCut−$892.6K
Chevron Corp NewCVX5.36K$1.11M0.0%New
Worthington Stl Inc36.3K$1.1M0.0%−$103.2KAdded$264.8K
Slb Limited/NvSLB21.1K$1.09M0.0%New
MasterBrand, Inc.MBC130.5K$1.08M0.0%−$356.3KCut−$3.75M
Cars.com Inc.CARS129.9K$1.05M0.0%New
Wafd Inc33.1K$1.04M0.0%−$20.9KCut−$59.9K
Protagonist Therapeutics, IncPTGX9.78K$1.03M0.0%New
Murphy USA Inc.MUSA2.07K$1.02M0.0%New
Citizens Finl Group Inc16.9K$1.01M0.0%New
Hf Sinclair CorpDINO15.8K$987K0.0%$258KCut−$715.6K
Berkley W R Corp14.9K$984.8K0.0%−$57.1KCut−$91.3K
Wiley John & Sons Inc25.8K$983.9K0.0%$192.9KCut−$972.1K
Mosaic Co NewMOS38.5K$982.6K0.0%$54.3KCut−$14.8M
National Health Invs Inc12K$966.4K0.0%New
Bright Horizons Fam Sol In D11.7K$960.1K0.0%New
Simply Good Foods CoSMPL66.1K$947.8K0.0%New
NexGen Energy Ltd.NXE81.1K$941K0.0%New
Reservoir Media Inc96.1K$940.6K0.0%$213.3KHeld
Strive Inc Cl A Com91.9K$921.1K0.0%New
Meritage Homes CorpMTH14.8K$916.5K0.0%New
Twenty One Cap Inc142.6K$912.5K0.0%New
Applovin CorpAPP2.28K$907.4K0.0%−$150.6KAdded$539.5K
Celestica IncCLS3.2K$902.2K0.0%New
Seagate Technology Hldngs Pl2.29K$896.7K0.0%New
Deckers Outdoor CorpDECK8.94K$894.8K0.0%New
Revolution Medicines Inc9.1K$884.7K0.0%$160.1KCut−$1.51M
Core & Main, Inc.CNM17.5K$864.5K0.0%New
Dole PlcDOLE60K$857.6K0.0%New
Fifth Third Bancorp18.1K$840.7K0.0%New
Hormel Foods Corp36.8K$832.4K0.0%New
Figure Technology Solutio24.4K$829.5K0.0%−$168.4KCut−$236.9K
General Dynamics CorpGD2.39K$821.7K0.0%New
Boston Scientific CorpBSX13.1K$820.8K0.0%New
Bellring Brands, Inc.BRBR51K$819.9K0.0%New
Tutor Perini CorpTPC10.5K$810.5K0.0%New
Central Garden & Pet Co25K$809.2K0.0%New
Huntsman CorpHUN60.5K$805K0.0%New
Eastman Kodak CoKODK87.3K$790.1K0.0%New
Myriad Genetics IncMYGN174.8K$786.8K0.0%New
Biocryst Pharmaceuticals IncBCRX82.1K$781.6K0.0%New
Appfolio IncAPPF4.92K$776.5K0.0%New
Soleno Therapeutics Inc23K$770K0.0%New
Lithium Argentina AgLAR113.2K$755.9K0.0%New
Eplus IncPLUS10K$753.3K0.0%New
Aveanna Healthcare Hldgs Inc113.7K$732.2K0.0%New
Brookfield Asset Managmt Ltd16.3K$725.4K0.0%New
Atmus Filtration Technologie12.5K$710K0.0%New
Applied Matls Inc2.04K$697.3K0.0%New
Disney Walt Co7.2K$693.9K0.0%New
Invitation Homes Inc.INVH27.8K$689.7K0.0%New
Smucker J M Co7.14K$688.6K0.0%New
InterDigital, Inc.IDCC2.27K$684.9K0.0%New
Getty Images Holdings, Inc.GETY863K$684.7K0.0%−$112.7KAdded$408.4K
SoFi Technologies, Inc.SOFI43K$683.3K0.0%−$276.2KAdded−$18.9K
Exxon Mobil Corp3.92K$665.1K0.0%$193.3KCut−$3.55M
Ionq Inc23K$662.7K0.0%New
National Healthcare CorpNHC4.06K$648.4K0.0%$91.8KCut−$450K
Onemain Hldgs Inc12.1K$648K0.0%New
Carmax IncKMX15.2K$632K0.0%$44.7KCut−$3.97M
Draftkings Inc New28.7K$620.1K0.0%−$300.4KAdded−$186K
Riot Platforms, Inc.RIOT49.6K$612.6K0.0%New
Venture Global, Inc.VG38.8K$610.9K0.0%New
Hims & Hers Health, Inc.HIMS28.7K$595.4K0.0%New
Agnc Invt Corp59.2K$594K0.0%−$40.9KCut−$1.29M
Janus Living, Inc.JAN25K$589.3K0.0%New
Doximity, Inc.DOCS25.2K$587.3K0.0%New
Vestis CorpVSTS74.3K$583.8K0.0%New
Ferguson Enterprises Inc2.49K$579.9K0.0%New
Old Rep Intl Corp14.5K$578.8K0.0%−$83.3KCut−$2.28M
Voya Financial Inc8.15K$557.1K0.0%−$50.3KCut−$1.81M
Privia Health Group, Inc.PRVA26.9K$553.3K0.0%New
Bobs Disc Furniture Inc46.7K$548.2K0.0%New
Digi Pwr X Inc266.2K$540.4K0.0%New
Zoetis Inc.ZTS4.51K$533.2K0.0%−$34.3KCut−$8.74M
VNET Group, Inc.VNET61.1K$512.9K0.0%New
Summit Hotel Pptys Inc115.5K$510.4K0.0%New
T-Mobile Us Inc2.42K$508.5K0.0%New
A10 Networks, Inc.ATEN21.6K$500.1K0.0%New
Exelixis, Inc.EXEL11.6K$496.7K0.0%New
Once Upon a Farm, PBCOFRM30K$490.5K0.0%New
Mgm Resorts InternationalMGM13.2K$488.5K0.0%$6.86KCut−$477.9K
Harmony Gold Mining Co Ltd31.1K$477.7K0.0%−$140.8KCut−$1.37M
Hawaiian Elec Industries32.2K$477.3K0.0%New
Bristow Group Inc.VTOL10.1K$475.6K0.0%New
Newmont Corp4.34K$469.5K0.0%$36.4KCut−$20.6M
Ford Mtr Co40.6K$468.8K0.0%New
Ftai Aviation Ltd1.91K$467.9K0.0%New
Immuneering CorpIMRX88K$463.7K0.0%New
Equifax IncEFX2.57K$462.4K0.0%New
Angi Inc.ANGI65.9K$451.4K0.0%New
Standard Lithium Ltd.SLI132K$450.2K0.0%New
Roku, IncROKU4.72K$446.9K0.0%New
Bitdeer Technologies GroupBTDR50.8K$439.6K0.0%New
Western Un Co50.1K$437.4K0.0%New
Kura Oncology, Inc.KURA52.7K$428.3K0.0%New
Interface IncTILE16.8K$417.8K0.0%New
New Amer Acquisition I Corp833.9K$417K0.0%New
Fmc CorpFMC24.1K$415.5K0.0%New
Janus Henderson Group Plc8.03K$412.2K0.0%New
Ur-Energy IncURG276.1K$411.5K0.0%New
Trade Desk, Inc.TTD17.5K$397.5K0.0%−$267.5KCut−$22.8M
Arvinas, Inc.ARVN36.3K$384.8K0.0%New
Lazard, Inc.LAZ8.69K$369.3K0.0%New
Sun Cmntys Inc2.9K$364.7K0.0%New
Paramount Skydance CorpPSKY40K$360.8K0.0%New
Bitgo Holdings, Inc.BTGO43.8K$360.3K0.0%New
Kb HomeKBH6.93K$358.6K0.0%−$32.3KCut−$57.7K
First Bancorp P R16.3K$347.3K0.0%New
Caseys Gen Stores Inc476$346.5K0.0%New
Cnx Res Corp8.73K$336.4K0.0%$15.5KCut−$356.4K
Kennedy-Wilson Holdings Inc31K$335.8K0.0%New
Cogent Communications Hldgs16.9K$318.8K0.0%New
Or Royalties Inc.OR8.27K$314.6K0.0%$21.8KCut−$1.52M
Voyager Technologies Inc13.4K$312.5K0.0%New
Armada Hoffler Pptys Inc54.6K$300.1K0.0%New
Xeris Biopharma Holdings, Inc.XERS50K$290K0.0%−$102.5KHeld
Kkr Real Estate Fin Tr Inc46.6K$284.9K0.0%New
Lkq CorpLKQ9.5K$279.1K0.0%−$7.89KCut−$22.3M
Mid-Amer Apt Cmntys Inc2.27K$277.8K0.0%New
Onespaworld Holdings Limited12K$275.5K0.0%New
Lincoln Natl Corp Ind7.46K$264.7K0.0%−$67.3KCut−$252.8K
White Mtns Ins Group Ltd120$263.6K0.0%New
Regeneron Pharmaceuticals, Inc.REGN336$259.6K0.0%New
Marti Technologies, Inc.MRT127.4K$254.8K0.0%−$47.1KCut−$286.2K
Bain Cap Gss Invt Corp392.7K$243.5K0.0%−$6.13KAdded$121.2K
Salesforce, Inc.CRM1.26K$235.2K0.0%New
Expedia Group, Inc.EXPE1.01K$234.4K0.0%−$53.2KCut−$9.54M
Brera Holdings PlcSLMT290.5K$227.8K0.0%−$307.6KAdded−$301.9K
Jaguar Uranium Corp.JAGU81.5K$224.1K0.0%New
Ethos Technologies Inc.LIFE20K$223.4K0.0%New
Prudential Finl Inc2.27K$222.2K0.0%New
Reddit, Inc.RDDT1.57K$211.7K0.0%New
Nelnet IncNNI1.62K$209.3K0.0%New
Science Applications Intl Co2.21K$209K0.0%New
Array Digital Infrastructure4.45K$205.5K0.0%New
Allison Transmission Hldgs I1.75K$204.9K0.0%New
Vinfast Auto Ltd49.7K$191.3K0.0%$25.3KHeld
Greenbrier Cos Inc3.54K$186.2K0.0%New
Rigetti Computing Inc12.4K$174.4K0.0%−$100.8KCut−$1.25M
Aurora Innovation Inc860.4K$171.2K0.0%−$24.7KHeld
Archer Aviation Inc533.7K$149.5K0.0%−$461.6KHeld
Galata Acquisition Corp Ii433.7K$130.2K0.0%−$14.5KAdded$57.4K
Revolution Medicines Inc73.6K$128.1K0.0%$58.9KHeld
BrightSpire Capital, Inc.BRSP21.4K$119.9K0.0%New
Gen Digital Inc240K$113K0.0%−$971.8KHeld
Distoken Acquisition Corp123.5K$109.6K0.0%$108.1KHeld
Oaktree Acquisition Corp Iii144.8K$103.2K0.0%$165Added$57.1K
New Horizon Aircraft Ltd275K$88K0.0%$248Held
Airjoule Technologies Corp148K$82.9K0.0%−$45.9KHeld
Sbc Med Group Hldgs Inc229.2K$68.8K0.0%$16.2KHeld
Capital Southwest CorpCSWC2.85K$63.1K0.0%−$2Added$62.1K
Cohen Circle Acquisit Corp I78.8K$53.2K0.0%−$1.94KAdded$13.7K
Newhold Invt Corp Iii110K$49.5K0.0%$3.28KHeld
Cea Industries Inc14.6K$42.7K0.0%New
Gen Digital Inc2.17K$40.9K0.0%New
Trailblazer Acquisition Corp98.9K$39.2K0.0%−$8.24KHeld
Defi Development Corp60K$30.6K0.0%−$60.6KHeld
Hcm Iii Acquisition Corp60.4K$28.9K0.0%$181Held
Graf Global Corp213.8K$27.8K0.0%−$68.9KHeld
Dynamix Corp Iii76.3K$22.5K0.0%−$3.81KHeld
Renatus Tactical Acquis45.9K$21.1K0.0%−$16.2KHeld
Captivision Inc.CPTAF295.9K$17.4K0.0%$13.6KHeld
Aldel Finl Ii Inc51.2K$16.4K0.0%−$4.61KHeld
Talkspace, Inc.TALK1M$2.6K0.0%−$12.4KHeld
Origin Materials Inc888.5K$2.13K0.0%−$1.33KHeld
Bitcoin Depot Inc.BTMCQ33.2K$7040.0%−$3.03KCut−$19K
Swvl Holdings Corp131.1K$6820.0%−$314Held

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.