Fund Universe

ADVENT CAPITAL MANAGEMENT /DE/

CIK 0001097278 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.171
AUM ($M)
4,390
Positions
219
Turnover
0.33
Top-10 wt
27%
Herfindahl
0.014
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 266 positions · portfolio value $4,390M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CUSIP:060505682 funds › BANK OF AMERICA CORP TRIM 4.2% -1.1% 183.9 146,276 -2,896 5
CUSIP:949746804 funds › WELLS FARGO & COMPANY ADD 4.0% +3.5% 176.6 152,080 +3,858 5
CUSIP:90353TAM2 funds › UBER TECHNOLOGIES INC ADD 3.3% -0.9% 146.4 122,088,000 +3,368,000 5
CUSIP:25809KAB1 funds › DOORDASH INC NEW 3.2% +3.2% 139.3 141,271,000 +141,271,000 1
NEEPRS funds › NEXTERA ENERGY INC ADD 2.4% -0.9% 104.8 1,953,959 +16,843 5
CUSIP:125896BX7 funds › CMS ENERGY CORP ADD 2.1% -0.4% 92.3 82,240,000 +8,009,000 5
CUSIP:69352PAS2 funds › PPL CAPITAL FUNDING INC ADD 2.1% -0.4% 91.7 80,083,000 +9,641,000 5
CUSIP:37940XAU6 funds › GLOBAL PAYMENTS INC TRIM 1.9% -0.7% 85.1 94,075,000 -6,197,000 5
GOOGM funds › ALPHABET INC NEW 1.9% +1.9% 82.7 1,638,841 +1,638,841 1
CUSIP:00971TAQ4 funds › AKAMAI TECHNOLOGIES INC NEW 1.9% +1.9% 82.4 56,426,000 +56,426,000 1
KKRPRD funds › KKR & CO INC ADD 1.9% -0.6% 82.0 2,056,082 +11,017 5
CUSIP:958102AT2 funds › WESTERN DIGITAL CORP TRIM 1.7% +0.6% 76.1 4,513,000 -988,000 5
CUSIP:008073AA6 funds › AEROVIRONMENT INC ADD 1.7% -0.0% 72.5 75,871,000 +18,609,000 4
CUSIP:03769M304 funds › APOLLO GLOBAL MANAGEMENT TRIM 1.5% -0.8% 66.4 1,088,860 -214,576 5
CUSIP:833445AD1 funds › SNOWFLAKE INC ADD 1.5% +0.3% 63.9 36,106,000 +4,924,000 4
GOOGN funds › ALPHABET INC NEW 1.5% +1.5% 63.9 1,267,980 +1,267,980 1
SOMN funds › SOUTHERN CO ADD 1.4% -0.3% 60.8 1,215,477 +94,102 3
BAPRA funds › BOEING CO/THE ADD 1.4% -0.3% 60.2 887,378 +20,197 5
CUSIP:88162GAB9 funds › TETRA TECH INC ADD 1.3% +0.1% 57.2 53,812,000 +13,987,000 5
CUSIP:450056AB2 funds › IRHYTHM HOLDINGS INC NEW 1.2% +1.2% 52.5 47,419,000 +47,419,000 1
CUSIP:65339KCY4 funds › NEXTERA ENERGY CAPITAL ADD 1.2% -0.3% 51.5 38,877,000 +3,760,000 5
CUSIP:18915MAF4 funds › CLOUDFLARE INC NEW 1.1% +1.1% 50.2 39,635,000 +39,635,000 1
CUSIP:337932AV9 funds › FIRSTENERGY CORP NEW 1.1% +1.1% 50.1 44,372,000 +44,372,000 1
CUSIP:59001ABF8 funds › MERITAGE HOMES CORP TRIM 1.1% -0.4% 50.1 48,267,000 -4,574,000 5
CUSIP:15189TBD8 funds › CENTERPOINT ENERGY INC TRIM 1.1% -0.3% 49.8 40,768,000 -400,000 5
CUSIP:92939UAR7 funds › WEC ENERGY GROUP INC ADD 1.1% -0.1% 48.8 39,229,000 +6,200,000 5
ORCLPRD funds › ORACLE CORP NEW 1.1% +1.1% 47.6 1,055,583 +1,055,583 1
MCHPP funds › MICROCHIP TECHNOLOGY INC TRIM 1.1% -0.2% 46.5 603,716 -157,018 5
CUSIP:842587DZ7 funds › SOUTHERN CO TRIM 1.0% -0.4% 44.9 40,642,000 -2,183,000 5
CUSIP:76954AAD5 funds › RIVIAN AUTO INC ADD 1.0% +0.0% 44.7 41,593,000 +6,934,000 5
CUSIP:86800UAB0 funds › SUPER MICRO COMPUTER INC TRIM 1.0% -0.3% 44.0 47,021,000 -7,471,000 5
CUSIP:69331CAL2 funds › PG&E CORP TRIM 1.0% -0.4% 43.8 42,689,000 -1,939,000 5
CUSIP:00827BAD8 funds › AFFIRM HOLDINGS INC TRIM 0.9% -0.9% 41.4 35,372,000 -30,946,000 3
CUSIP:57164YAF4 funds › MARRIOTT VACATION WORLDW TRIM 0.9% -0.3% 38.3 38,888,000 -290,000 5
CUSIP:594972AL5 funds › STRATEGY INC ADD 0.8% -0.0% 35.8 38,723,000 +9,787,000 5
CUSIP:03990B309 funds › ARES MANAGEMENT CORP ADD 0.8% -0.2% 35.6 939,089 +6,000 5
CUSIP:62886HBT7 funds › NCL CORPORATION LTD NEW 0.8% +0.8% 35.2 31,489,000 +31,489,000 1
CUSIP:595017BG8 funds › MICROCHIP TECHNOLOGY INC ADD 0.8% +0.7% 35.0 31,723,000 +27,346,000 2
CUSIP:02081GAD4 funds › ALPHATEC HOLDINGS INC NEW 0.8% +0.8% 33.7 35,108,000 +35,108,000 1
CUSIP:19260QAF4 funds › COINBASE GLOBAL INC ADD 0.8% +0.4% 33.1 36,881,000 +22,958,000 5
CUSIP:70202LAD4 funds › PARSONS CORP ADD 0.8% -0.2% 33.1 33,272,000 +730,000 5
PPLC funds › PPL CORPORATION NEW 0.7% +0.7% 32.7 669,904 +669,904 1
CUSIP:40171VAC4 funds › GUIDEWIRE SOFTWARE INC TRIM 0.7% -0.4% 31.7 32,838,000 -5,595,000 3
CUSIP:86771WAD7 funds › SUNRUN INC ADD 0.7% -0.2% 30.8 25,649,000 +1,282,000 3
ACVT funds › Advent Convertible Bond ETF TRIM 0.7% -0.1% 30.1 1,076,400 -7,100 5
CUSIP:26142RAB0 funds › DRAFTKINGS HOLDINGS INC TRIM 0.7% -0.2% 29.1 31,277,000 -1,375,000 5
CUSIP:36467WAG4 funds › GAMESTOP CORP NEW 0.7% +0.7% 28.7 28,165,000 +28,165,000 1
CUSIP:86800UAF1 funds › SUPER MICRO COMPUTER INC NEW 0.6% +0.6% 27.5 30,992,000 +30,992,000 1
CUSIP:23804LAD5 funds › DATADOG INC TRIM 0.6% -1.7% 26.1 18,322,000 -60,395,000 3
CUSIP:733245AD6 funds › PORCH GROUP INC ADD 0.6% +0.5% 25.8 17,672,000 +14,522,000 3
CUSIP:538034BC2 funds › LIVE NATION ENTERTAINMEN TRIM 0.6% -0.2% 25.7 21,248,000 -3,617,000 3
CUSIP:18452BAC4 funds › CLEANSPARK INC TRIM 0.6% -0.1% 25.6 19,705,000 -3,842,000 3
CUSIP:89677QAB3 funds › TRIP.COM GROUP LTD TRIM 0.6% -0.4% 25.0 25,331,000 -4,868,000 5
CUSIP:759916AD1 funds › REPLIGEN CORP ADD 0.6% -0.0% 24.5 23,815,000 +3,032,000 5
CUSIP:36467WAE9 funds › GAMESTOP CORP NEW 0.5% +0.5% 24.0 23,506,000 +23,506,000 1
CUSIP:90353TAS9 funds › UBER TECHNOLOGIES INC NEW 0.5% +0.5% 23.9 20,634,000 +20,634,000 1
CUSIP:15102KAB6 funds › CELCUITY INC NEW 0.5% +0.5% 23.6 20,700,000 +20,700,000 1
CUSIP:29786AAL0 funds › ETSY INC ADD 0.5% -0.1% 23.6 24,876,000 +1,755,000 5
CUSIP:45826HAD1 funds › INTEGER HOLDINGS CORP NEW 0.5% +0.5% 22.4 22,904,000 +22,904,000 1
CUSIP:781154AD1 funds › RUBRIK INC NEW 0.5% +0.5% 22.1 21,564,000 +21,564,000 1
CUSIP:090043AF7 funds › BILL HOLDINGS INC ADD 0.5% -0.1% 21.9 25,221,000 +2,961,000 3
QXOPRB funds › QXO INC ADD 0.5% -0.1% 21.8 444,547 +77,082 5
CUSIP:91680MAD9 funds › UPSTART HOLDINGS INC ADD 0.5% +0.1% 21.6 18,825,000 +4,003,000 3
CUSIP:516544AB9 funds › LANTHEUS HOLDINGS INC TRIM 0.5% -0.9% 21.4 14,700,000 -25,234,000 5
CUSIP:04280AAC4 funds › ARROWHEAD RESEARCH CORP NEW 0.5% +0.5% 21.4 17,840,000 +17,840,000 1
CUSIP:29355AAK3 funds › ENPHASE ENERGY INC TRIM 0.5% -0.3% 20.9 22,411,000 -5,069,000 5
CUSIP:70932AAH6 funds › PENNYMAC CORP ADD 0.5% -0.1% 20.8 20,188,000 +3,045,000 5
CUSIP:252131AM9 funds › DEXCOM INC TRIM 0.4% -0.1% 19.7 21,038,000 -57,000 5
CUSIP:465741AQ9 funds › ITRON INC TRIM 0.4% -0.2% 19.5 19,396,000 -2,275,000 5
CUSIP:82982TAA4 funds › SITIME NEW 0.4% +0.4% 19.1 17,209,000 +17,209,000 1
CUSIP:594972AN1 funds › STRATEGY INC ADD 0.4% -0.0% 18.4 19,210,000 +4,613,000 3
CUSIP:565788AD8 funds › MARA HOLDINGS INC ADD 0.4% +0.1% 18.4 16,348,000 +3,659,000 3
CUSIP:358039AB1 funds › FRESHPET INC ADD 0.4% +0.3% 17.7 15,139,000 +11,133,000 5
CUSIP:67059NAK4 funds › NUTANIX INC ADD 0.4% +0.0% 17.4 17,619,000 +3,447,000 3
CUSIP:767292AB1 funds › RIOT PLATFORMS INC TRIM 0.4% -0.3% 17.1 8,481,000 -12,073,000 3
CUSIP:538034BA6 funds › LIVE NATION ENTERTAINMEN ADD 0.4% +0.0% 17.0 9,433,000 +938,000 5
HPEPRC funds › HP ENTERPRISE CO TRIM 0.4% -0.3% 16.8 144,059 -231,532 5
CUSIP:83304AAK2 funds › SNAP INC TRIM 0.4% -0.2% 16.8 20,531,000 -1,987,000 5
CUSIP:00971TAN1 funds › AKAMAI TECHNOLOGIES INC TRIM 0.4% -0.8% 16.7 13,929,000 -21,915,000 5
CUSIP:589889AB0 funds › MERIT MEDICAL SYSTEMS IN NEW 0.4% +0.4% 16.6 15,250,000 +15,250,000 1
CUSIP:10806XAD4 funds › BRIDGEBIO PHARMA INC TRIM 0.4% -0.3% 16.3 14,548,000 -4,322,000 5
CUSIP:04271TAB6 funds › ARRAY TECHNOLOGIES INC TRIM 0.4% -0.2% 16.2 17,389,000 -4,588,000 5
CUSIP:23248VAD7 funds › CYBERARK SOFTWARE LTD NEW 0.4% +0.4% 15.5 9,309,000 +9,309,000 1
CUSIP:405024AD2 funds › HAEMONETICS CORP TRIM 0.3% -0.3% 15.3 15,016,000 -7,999,000 5
SMCIP funds › SUPER MICRO COMPUTER INC NEW 0.3% +0.3% 15.2 295,651 +295,651 1
CUSIP:30034WAD8 funds › EVERGY INC ADD 0.3% +0.1% 14.7 10,300,000 +5,275,000 4
CUSIP:665531AJ8 funds › NORTHERN OIL & GAS INC ADD 0.3% -0.1% 14.5 14,977,000 +1,581,000 5
CUSIP:472145AH4 funds › JAZZ INVESTMENTS I LTD TRIM 0.3% -0.2% 14.3 8,340,000 -5,257,000 4
CUSIP:91688FAB0 funds › UPWORK INC HOLD 0.3% -0.1% 14.1 14,174,000 +0 5
FOURPRA funds › SHIFT4 PAYMENTS INC TRIM 0.3% -0.1% 13.8 221,869 -25,345 5
CUSIP:87918AAF2 funds › TELADOC HEALTH INC TRIM 0.3% -0.1% 13.7 14,056,000 -483,000 5
CUSIP:928298AR9 funds › VISHAY INTERTECHNOLOGY TRIM 0.3% -0.3% 13.6 6,808,000 -15,229,000 5
CUSIP:86800UAD6 funds › SUPER MICRO COMPUTER INC NEW 0.3% +0.3% 13.5 13,592,000 +13,592,000 1
CUSIP:40637HAF6 funds › HALOZYME THERAPEUTICS IN ADD 0.3% +0.0% 13.4 9,129,000 +1,262,000 5
CUSIP:55306NAB0 funds › MKS INC TRIM 0.3% -0.2% 13.1 4,427,000 -5,031,000 5
CUSIP:338307AF8 funds › FIVE9 INC ADD 0.3% -0.1% 13.0 14,598,000 +159,000 5
STM funds › STMicroelectronics NV NEW 0.3% +0.3% 12.9 172,862 +172,862 1
CUSIP:194014AB2 funds › ENOVIS CORP TRIM 0.3% -0.1% 12.9 13,315,000 -614,000 5
CUSIP:82452JAD1 funds › SHIFT4 PAYMENTS INC ADD 0.3% +0.2% 12.8 13,418,000 +10,920,000 5
CUSIP:902681AB1 funds › UGI CORP ADD 0.3% -0.1% 12.8 9,544,000 +1,141,000 5
CUSIP:10806XAJ1 funds › BRIDGEBIO PHARMA INC NEW 0.3% +0.3% 12.7 7,501,000 +7,501,000 1
CUSIP:737446AT1 funds › POST HOLDINGS INC NEW 0.3% +0.3% 12.3 11,754,000 +11,754,000 1
CUSIP:743312AD2 funds › PROGRESS SOFTWARE CORP TRIM 0.3% -0.2% 12.2 12,569,000 -5,215,000 4
CUSIP:04271TAD2 funds › ARRAY TECHNOLOGIES INC NEW 0.3% +0.3% 11.8 9,428,000 +9,428,000 1
PCGPRX funds › PG&E CORP TRIM 0.2% -0.4% 10.8 259,203 -211,182 5
ALBPRA funds › ALBEMARLE CORP ADD 0.2% +0.1% 10.4 187,896 +106,599 5
CUSIP:682189AS4 funds › ON SEMICONDUCTOR CORP ADD 0.2% +0.1% 10.2 5,590,000 +2,247,000 5
CUSIP:67080NAA9 funds › NUVATION BIO INC NEW 0.2% +0.2% 9.9 9,499,000 +9,499,000 1
CUSIP:18915MAC1 funds › CLOUDFLARE INC ADD 0.2% +0.0% 9.6 7,482,000 +1,704,000 2
CUSIP:76954AAB9 funds › RIVIAN AUTO INC ADD 0.2% +0.0% 9.6 7,984,000 +2,508,000 5
CUSIP:819047AB7 funds › SHAKE SHACK INC ADD 0.2% +0.0% 9.0 9,689,000 +2,417,000 5
CUSIP:45867GAD3 funds › INTERDIGITAL INC NEW 0.2% +0.2% 9.0 2,455,000 +2,455,000 1
CUSIP:01609WBG6 funds › ALIBABA GROUP HOLDING TRIM 0.2% -0.1% 8.7 7,387,000 -2,000 5
CUSIP:22410JAD8 funds › CRACKER BARREL OLD COUNT NEW 0.2% +0.2% 8.6 8,370,000 +8,370,000 1
CUSIP:09709UV70 funds › BOFA FINANCE LLC HOLD 0.2% -0.0% 8.6 6,800,000 +0 5
CUSIP:67059NAH1 funds › NUTANIX INC ADD 0.2% -0.0% 8.4 7,425,000 +265,000 4
CUSIP:83419XAB4 funds › SOLARIS ENERGY INFRASTRU TRIM 0.2% -0.3% 8.0 4,930,000 -7,562,000 3
CUSIP:462222AF7 funds › IONIS PHARMACEUTICALS IN ADD 0.2% -0.0% 8.0 5,146,000 +14,000 5
CUSIP:91680MAF4 funds › UPSTART HOLDINGS INC ADD 0.2% +0.0% 7.6 9,273,000 +2,467,000 3
CUSIP:55405YAD2 funds › MACOM TECH SOLUTIONS NEW 0.2% +0.2% 7.2 3,133,000 +3,133,000 1
CUSIP:007973AE0 funds › ADVANCED ENERGY IND ADD 0.2% +0.1% 7.1 2,573,000 +2,008,000 4
CUSIP:30050BAJ0 funds › EVOLENT HEALTH INC HOLD 0.1% +0.0% 6.5 8,037,000 +0 4
CUSIP:09257WAE0 funds › BLACKSTONE MORTGAGE TR HOLD 0.1% -0.0% 6.5 6,398,000 +0 5
CUSIP:40637HAD1 funds › HALOZYME THERAPEUTICS IN ADD 0.1% +0.1% 6.3 5,675,000 +2,843,000 3
CUSIP:91332UAB7 funds › UNITY SOFTWARE INC HOLD 0.1% -0.0% 6.3 6,413,000 +0 5
CUSIP:89422GAB3 funds › TRAVERE THERAPEUTICS INC NEW 0.1% +0.1% 6.2 5,258,000 +5,258,000 1
BTSGU funds › BRIGHTSPRING HEALTH SERV ADD 0.1% +0.0% 6.1 26,427 +113 5
CUSIP:531229AP7 funds › SIRIUS XM HOLDINGS HOLD 0.1% -0.0% 6.0 5,147,000 +0 5
STRK funds › STRATEGY INC ADD 0.1% -0.1% 5.9 100,876 +3,071 5
CUSIP:875372AD6 funds › TANDEM DIABETES CARE INC NEW 0.1% +0.1% 5.9 6,196,000 +6,196,000 1
CUSIP:842587ED5 funds › SOUTHERN CO NEW 0.1% +0.1% 5.8 5,759,000 +5,759,000 1
CUSIP:35834FAB0 funds › T1 ENERGY INC ADD 0.1% +0.0% 5.8 3,350,000 +250,000 3
CUSIP:532206AC3 funds › LIFE360 INC NEW 0.1% +0.1% 5.8 5,610,000 +5,610,000 1
CUSIP:42703MAF0 funds › HERBALIFE LTD ADD 0.1% +0.0% 5.8 4,992,000 +1,992,000 5
CUSIP:55087PAD6 funds › LYFT INC ADD 0.1% +0.0% 5.7 5,442,000 +2,536,000 2
CUSIP:156727AD1 funds › CERENCE INC HOLD 0.1% -0.0% 5.7 6,200,000 +0 5
CUSIP:81180WBL4 funds › SEAGATE HDD CAYMAN TRIM 0.1% -0.1% 5.7 485,000 -942,000 5
CUSIP:76155XAA8 funds › REVOLUTION MEDICINES INC NEW 0.1% +0.1% 5.6 4,498,000 +4,498,000 1
CUSIP:393657AM3 funds › GREENBRIER COS INC HOLD 0.1% -0.0% 5.6 4,900,000 +0 2
CUSIP:40131MAB5 funds › GUARDANT HEALTH INC TRIM 0.1% -0.2% 5.6 4,487,000 -7,522,000 2
CUSIP:19240QAA0 funds › COGENT BIOSCIENCES INC TRIM 0.1% -0.0% 5.6 4,465,000 -5,000 3
CUSIP:604749AB7 funds › MIRUM PHARMACEUTICALS ADD 0.1% -0.0% 5.2 1,406,000 +7,000 5
CUSIP:682189AU9 funds › ON SEMICONDUCTOR CORP TRIM 0.1% -0.5% 5.1 4,212,000 -18,474,000 5
CUSIP:88339PAJ0 funds › THE REALREAL INC ADD 0.1% +0.0% 5.1 3,550,000 +750,000 4
CUSIP:83304AAH9 funds › SNAP INC HOLD 0.1% -0.0% 4.5 4,850,000 +0 5
BRKRP funds › BRUKER CORP TRIM 0.1% -0.5% 4.4 10,000 -61,120 4
CUSIP:68213NAF6 funds › OMNICELL INC ADD 0.1% +0.0% 4.4 4,168,000 +1,293,000 2
GLW funds › Corning Inc TRIM 0.1% +0.0% 4.3 17,000 -3,000 2
ETN funds › Eaton Corp PLC HOLD 0.1% -0.0% 4.3 10,000 +0 5
CUSIP:140501AE7 funds › CAPITAL SOUTHWEST CORP TRIM 0.1% -0.1% 4.2 4,038,000 -3,168,000 5
CUSIP:018802AE8 funds › ALLIANT ENERGY CORP NEW 0.1% +0.1% 4.1 3,750,000 +3,750,000 1
CUSIP:343412AJ1 funds › FLUOR CORP TRIM 0.1% -0.2% 4.1 3,108,000 -4,339,000 5
CUSIP:94419LAP6 funds › WAYFAIR INC TRIM 0.1% -0.0% 3.9 2,599,000 -449,000 2
CUSIP:45258DAB1 funds › IMMUNOCORE HOLDINGS TRIM 0.1% -0.1% 3.8 4,100,000 -1,500,000 4
CUSIP:852234AK9 funds › BLOCK INC HOLD 0.1% -0.0% 3.8 3,981,000 +0 5
CUSIP:03209RAB9 funds › AMPHASTAR PHARMACEUTICAL TRIM 0.1% -0.0% 3.5 3,862,000 -193,000 5
NOW funds › ServiceNow Inc HOLD 0.1% -0.0% 3.5 35,000 +0 2
CUSIP:85205TAQ3 funds › SPIRIT AEROSYSTEMS INC NEW 0.1% +0.1% 3.5 2,215,000 +2,215,000 1
CUSIP:86333MAA6 funds › STRIDE INC ADD 0.1% -0.0% 3.5 2,035,000 +5,000 4
SNDK funds › Sandisk Corp NEW 0.1% +0.1% 3.4 1,500 +1,500 1
CUSIP:31188VAD2 funds › FASTLY INC NEW 0.1% +0.1% 3.3 2,290,000 +2,290,000 1
VSECU funds › VSE CORP NEW 0.1% +0.1% 3.3 57,135 +57,135 1
MS funds › Morgan Stanley TRIM 0.1% -0.0% 3.1 15,000 -3,000 2
CUSIP:47215PAJ5 funds › JD.COM INC TRIM 0.1% -0.1% 3.1 3,185,000 -2,065,000 5
CUSIP:35834FAC8 funds › T1 ENERGY INC NEW 0.1% +0.1% 3.1 1,770,000 +1,770,000 1
CUSIP:30050BAH4 funds › EVOLENT HEALTH INC ADD 0.1% +0.0% 3.1 4,121,000 +1,566,000 5
RKT funds › Rocket Cos Inc NEW 0.1% +0.1% 3.0 190,000 +190,000 1
CUSIP:10316TAD6 funds › BOX INC ADD 0.1% +0.1% 3.0 3,031,000 +2,920,000 4
CUSIP:974637AF7 funds › WINNEBAGO INDUSTRIES TRIM 0.1% -0.4% 2.9 3,101,000 -13,852,000 5
CMI funds › Cummins Inc NEW 0.1% +0.1% 2.9 4,000 +4,000 1
CUSIP:98937LAA3 funds › ZENAS BIOPHARMA INC NEW 0.1% +0.1% 2.8 2,360,000 +2,360,000 1
CUSIP:00971TAL5 funds › AKAMAI TECHNOLOGIES INC ADD 0.1% +0.0% 2.8 2,342,000 +580,000 5
W funds › Wayfair Inc ADD 0.1% +0.1% 2.8 30,000 +27,927 2
CUSIP:477143AR2 funds › JETBLUE AIRWAYS CORP TRIM 0.1% -0.5% 2.6 2,360,000 -17,044,000 2
AMZN funds › Amazon.com Inc TRIM 0.1% -0.0% 2.6 11,000 -5,000 2
NVDA funds › NVIDIA Corp NEW 0.1% +0.1% 2.6 13,000 +13,000 1
CUSIP:970646AA3 funds › WILLIS LEASE FINANCE COR NEW 0.1% +0.1% 2.5 2,300,000 +2,300,000 1
CIFR funds › Cipher Digital Inc TRIM 0.1% -0.0% 2.5 100,000 -50,000 2
CCL funds › Carnival Corp Ltd NEW 0.1% +0.1% 2.4 85,000 +85,000 1
WHRPRA funds › WHIRLPOOL CORP NEW 0.1% +0.1% 2.4 69,200 +69,200 1
MTB funds › M&T Bank Corp TRIM 0.1% -0.0% 2.4 10,000 -2,000 2
VRT funds › Vertiv Holdings Co NEW 0.1% +0.1% 2.3 7,000 +7,000 1
CUSIP:15102KAA8 funds › CELCUITY INC HOLD 0.1% -0.0% 2.2 980,000 +0 4
LOW funds › Lowe's Cos Inc NEW 0.1% +0.1% 2.2 10,000 +10,000 1
CUSIP:565788AF3 funds › MARA HOLDINGS INC TRIM 0.0% -0.0% 2.2 2,170,000 -630,000 2
MU funds › Micron Technology Inc NEW 0.0% +0.0% 2.1 1,800 +1,800 1
CUSIP:08265TAD1 funds › BENTLEY SYSTEMS HOLD 0.0% -0.0% 1.9 1,980,000 +0 5
CUSIP:25402DAB8 funds › DIGITALOCEAN HOLDINGS HOLD 0.0% -0.0% 1.8 1,549,000 +0 5
CUSIP:75134PAB1 funds › RAMACO RESOURCES INC HOLD 0.0% -0.0% 1.5 2,000,000 +0 2
CUSIP:758075AF2 funds › REDWOOD TRUST INC TRIM 0.0% -0.0% 1.3 1,300,000 -500,000 5
NEEPRV funds › NEXTERA ENERGY INC NEW 0.0% +0.0% 1.2 25,800 +25,800 1
CUSIP:47775AAA9 funds › JOBY AVIATION INC NEW 0.0% +0.0% 1.2 1,330,000 +1,330,000 1
CUSIP:55024UAH2 funds › LUMENTUM HOLDINGS INC TRIM 0.0% -0.3% 1.1 88,000 -1,011,000 5
CUSIP:594972AJ0 funds › STRATEGY INC ADD 0.0% -0.0% 1.1 1,029,000 +64,000 2
CUSIP:10806XAB8 funds › BRIDGEBIO PHARMA INC ADD 0.0% +0.0% 1.0 574,000 +274,000 5
CUSIP:02043QAB3 funds › ALNYLAM PHARMACEUTICALS NEW 0.0% +0.0% 1.0 850,000 +850,000 1
CUSIP:500688AH9 funds › KOSMOS ENERGY LTD NEW 0.0% +0.0% 0.9 1,240,000 +1,240,000 1
CUSIP:803607AD2 funds › SAREPTA THERAPEUTICS INC HOLD 0.0% -0.0% 0.9 1,000,000 +0 3
AKAM funds › Akamai Technologies Inc NEW 0.0% +0.0% 0.9 7,450 +7,450 1
CUSIP:92790CAB0 funds › VIRIDIAN THERAPEUTICS IN NEW 0.0% +0.0% 0.9 800,000 +800,000 1
MDA funds › MDA Space Ltd NEW 0.0% +0.0% 0.8 20,000 +20,000 1
CUSIP:15643UAE4 funds › CENTRUS ENERGY CORP ADD 0.0% +0.0% 0.8 410,000 +210,000 2
CUSIP:48123VAE2 funds › ZIFF DAVIS INC HOLD 0.0% -0.0% 0.8 775,000 +0 5
CUSIP:594972AS0 funds › STRATEGY INC NEW 0.0% +0.0% 0.7 805,000 +805,000 1
CUSIP:23282WAC4 funds › CYTOKINETICS INC TRIM 0.0% -0.0% 0.6 346,000 -794,000 3
CUSIP:17253JAA4 funds › CIPHER DIGITAL INC HOLD 0.0% +0.0% 0.5 95,000 +0 2
CUSIP:00164VAJ2 funds › AMC GLOBAL MEDIA INC HOLD 0.0% -0.0% 0.5 476,000 +0 5
CUSIP:038169AB4 funds › APPLIED DIGITAL CORP ADD 0.0% +0.0% 0.4 112,000 +7,000 2
CUSIP:89422GAA5 funds › TRAVERE THERAPEUTICS INC TRIM 0.0% -0.6% 0.4 216,000 -17,176,000 5
HZO funds › MarineMax Inc NEW 0.0% +0.0% 0.4 10,400 +10,400 1
CUSIP:977852AP7 funds › WOLFSPEED INC NEW 0.0% +0.0% 0.3 80,000 +80,000 1
QGEN funds › QIAGEN NV ADD 0.0% +0.0% 0.3 6,491 +2,597 2
BBAI funds › BigBear.ai Holdings Inc ADD 0.0% +0.0% 0.1 40,000 +20,000 2
AUROW funds › AURORA INNOVATION INC HOLD 0.0% +0.0% 0.0 61,500 +0 5
GMEWS funds › GAMESTOP CORP-CLASS A HOLD 0.0% -0.0% 0.0 6,778 +0 3
BBAIWS funds › BIGBEAR.AI HOLDINGS INC HOLD 0.0% -0.0% 0.0 18,260 +0 5
OPENW funds › OPENDOOR TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 1,199 +0 3
OPENL funds › OPENDOOR TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 1,199 +0 3
OPENZ funds › OPENDOOR TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 1,199 +0 3
NOVTU funds › NOVANTA INC EXIT 0.0% -0.5% 0.0 0 -287,611 0
CUSIP:29786AAJ5 funds › ETSY INC EXIT 0.0% -0.2% 0.0 0 -7,000,000 0
CUSIP:62957HAL9 funds › NABORS INDUSTRIES INC EXIT 0.0% -0.1% 0.0 0 -1,962,000 0
SPOT funds › Spotify Technology SA EXIT 0.0% -0.1% 0.0 0 -7,000 0
C funds › Citigroup Inc EXIT 0.0% -0.1% 0.0 0 -25,000 0
CUSIP:92277GAZ0 funds › VENTAS REALTY LP EXIT 0.0% -2.7% 0.0 0 -61,850,000 0
CPA funds › Copa Holdings SA EXIT 0.0% -0.1% 0.0 0 -19,000 0
CUSIP:26441CBY0 funds › DUKE ENERGY CORP EXIT 0.0% -1.0% 0.0 0 -28,645,000 0
GE funds › General Electric Co EXIT 0.0% -0.1% 0.0 0 -10,000 0
BE funds › Bloom Energy Corp EXIT 0.0% -0.1% 0.0 0 -15,000 0
COMP funds › Compass Inc EXIT 0.0% -0.1% 0.0 0 -341,700 0
CUSIP:55303JAB2 funds › MGP INGREDIENTS INC EXIT 0.0% -0.2% 0.0 0 -5,900,000 0
CUSIP:22410JAB2 funds › CRACKER BARREL OLD COUNT EXIT 0.0% -0.0% 0.0 0 -1,058,000 0
CUSIP:143658300 funds › Carnival Corp EXIT 0.0% -0.1% 0.0 0 -125,000 0
CUSIP:45826HAB5 funds › INTEGER HOLDINGS CORP EXIT 0.0% -0.1% 0.0 0 -2,261,000 0
CUSIP:92347MAB6 funds › VERITONE INC EXIT 0.0% -0.1% 0.0 0 -2,107,000 0
CUSIP:12685JAG0 funds › CABLE ONE INC EXIT 0.0% -0.0% 0.0 0 -1,244,000 0
ABBV funds › AbbVie Inc EXIT 0.0% -0.1% 0.0 0 -15,000 0
CUSIP:122017AD8 funds › BURLINGTON STORES INC EXIT 0.0% -0.2% 0.0 0 -5,000,000 0
CUSIP:695127AJ9 funds › PACIRA BIOSCIENCES INC EXIT 0.0% -0.1% 0.0 0 -3,285,000 0
STX funds › Seagate Technology Holdings PL EXIT 0.0% -0.1% 0.0 0 -6,000 0
FTAI funds › FTAI Aviation Ltd EXIT 0.0% -0.0% 0.0 0 -940 0
IBM funds › IBM EXIT 0.0% -0.1% 0.0 0 -12,000 0
CUSIP:94419LAR2 funds › WAYFAIR INC EXIT 0.0% -0.1% 0.0 0 -2,183,000 0
GM funds › General Motors Co EXIT 0.0% -0.1% 0.0 0 -50,000 0
CUSIP:531229AQ5 funds › LIBERTY MEDIA CORP EXIT 0.0% -0.1% 0.0 0 -2,500,000 0
CUSIP:093712AM9 funds › BLOOM ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -15,000 0
CUSIP:02081GAB8 funds › ALPHATEC HOLDINGS INC EXIT 0.0% -0.1% 0.0 0 -4,104,000 0
UAL funds › United Airlines Holdings Inc EXIT 0.0% -0.1% 0.0 0 -40,000 0
CUSIP:707569AU3 funds › PENN ENTERTAINMENT INC EXIT 0.0% -0.0% 0.0 0 -376,000 0
CUSIP:38341PAA0 funds › GOSSAMER BIO INC EXIT 0.0% -0.0% 0.0 0 -2,250,000 0
CUSIP:85571BBA2 funds › STARWOOD PROPERTY TRUST EXIT 0.0% -0.1% 0.0 0 -3,000,000 0
CUSIP:29664W105 funds › Esperion Therapeutics Inc EXIT 0.0% -0.0% 0.0 0 -50,000 0
CUSIP:03823UAE2 funds › APPLIED OPTOELECTRONICS EXIT 0.0% -0.3% 0.0 0 -3,956,000 0
CUSIP:62886HBD2 funds › NCL CORPORATION LTD EXIT 0.0% -0.3% 0.0 0 -9,534,000 0
CUSIP:98139AAB1 funds › WORKIVA INC EXIT 0.0% -0.1% 0.0 0 -2,996,000 0
CUSIP:09239BAF6 funds › BLACKLINE INC EXIT 0.0% -0.1% 0.0 0 -2,030,000 0
GOOG funds › Alphabet Inc EXIT 0.0% -0.1% 0.0 0 -10,000 0
CUSIP:03040WBE4 funds › AMERICAN WATER CAPITAL C EXIT 0.0% -0.0% 0.0 0 -1,200,000 0
CUSIP:83406FAA0 funds › SOFI TECHNOLOGIES INC EXIT 0.0% -0.3% 0.0 0 -8,948,000 0
CUSIP:05988JAD5 funds › BANDWIDTH INC EXIT 0.0% -0.1% 0.0 0 -2,670,000 0
CUSIP:64049MAB6 funds › NEOGENOMICS INC EXIT 0.0% -0.4% 0.0 0 -13,479,000 0
CUSIP:53680QAA6 funds › LITHIUM ARGENTINA AG EXIT 0.0% -0.0% 0.0 0 -809,000 0
AAPL funds › Apple Inc EXIT 0.0% -0.0% 0.0 0 -3,000 0
CRWD funds › Crowdstrike Holdings Inc EXIT 0.0% -0.1% 0.0 0 -8,000 0
CUSIP:74736LAD1 funds › Q2 HOLDINGS INC EXIT 0.0% -0.1% 0.0 0 -3,337,000 0
CUSIP:69549FAB5 funds › PAGAYA TECHNOLOGIES LTD EXIT 0.0% -0.0% 0.0 0 -1,422,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 4,390 219 0.33 27% 0.014 0.169 in
2026Q1 3,383 203 0.25 30% 0.016 0.302 in
2025Q4 4,330 209 0.20 30% 0.015 0.365 in
2025Q3 4,452 199 0.20 31% 0.016 0.395 in
2025Q2 4,554 208 0.22 28% 0.015 0.391 entered
2025Q1 4,366 197 0.00 30% 0.016 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status