Fund Universe

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.142
AUM ($M)
54,700
Positions
2094
Turnover
0.47
Top-10 wt
11%
Herfindahl
0.003
History (qtrs)
6
Excess Return

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Holdings · 500 of 2688 positions (showing top 500 by weight) · portfolio value $54,700M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AMZN funds › AMAZON COM INC ADD 2.1% +0.3% 1,137.0 4,770,545 +427,510 5
NVDA funds › NVIDIA CORPORATION TRIM 1.2% -0.3% 647.8 3,237,337 -974,940 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.2% +1.0% 643.5 861,737 +741,815 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 1.1% +1.1% 580.5 3,397,642 +3,397,642 1
IVV funds › ISHARES TR NEW 1.0% +1.0% 532.1 710,479 +710,479 1
AES funds › AES CORP ADD Common Stock 0.9% +0.6% 507.7 34,633,491 +23,450,130 5
TXN funds › TEXAS INSTRS INC ADD 0.8% +0.8% 448.9 1,506,041 +1,487,343 5
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.8% -0.6% 440.2 16,512,606 -8,602,408 5
ROKU funds › ROKU INC ADD 0.8% +0.8% 434.8 3,147,789 +2,919,202 5
GOOGL funds › ALPHABET INC TRIM 0.8% -0.1% 422.3 1,181,741 -385,117 5
TXNM funds › TXNM ENERGY INC TRIM 0.7% -0.1% 403.9 7,113,061 -20,482 5
AAPL funds › APPLE INC TRIM 0.7% -0.5% 389.7 1,346,688 -988,060 5
KVUE funds › KENVUE INC TRIM 0.7% -0.1% 379.5 19,860,108 -4,704,184 4
MMM funds › 3M CO ADD 0.7% +0.7% 373.5 2,306,941 +2,299,080 5
META funds › META PLATFORMS INC TRIM 0.7% -0.7% 356.4 632,687 -533,152 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.6% -0.1% 349.6 1,111,173 -227,544 4
PEN funds › PENUMBRA INC ADD 0.6% +0.1% 344.2 1,090,163 +328,067 4
MDLZ funds › MONDELEZ INTL INC ADD 0.6% +0.2% 341.5 5,904,415 +2,416,268 3
SLAB funds › SILICON LABORATORIES INC ADD 0.6% +0.1% 340.9 1,559,676 +325,783 2
BLK funds › BLACKROCK INC ADD 0.6% +0.2% 322.1 334,979 +124,675 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.6% +0.3% 312.3 635,750 +296,408 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.5% +0.4% 294.4 506,708 +144,944 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.5% +0.2% 284.4 304,003 +158,880 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.5% -0.0% 276.0 2,996,975 +188,708 5
UAL funds › UNITED AIRLS HLDGS INC ADD 0.5% +0.1% 269.1 1,979,070 +6,813 4
USB funds › US BANCORP NEW 0.5% +0.5% 267.9 4,434,891 +4,434,891 1
EA funds › ELECTRONIC ARTS INC ADD 0.5% +0.4% 265.8 1,296,189 +1,039,402 5
HBAN funds › HUNTINGTON BANCSHARES INC ADD 0.5% +0.3% 260.5 14,690,984 +9,199,878 5
APH funds › AMPHENOL CORP ADD 0.5% +0.5% 256.7 1,455,963 +1,436,568 5
AME funds › AMETEK INC ADD 0.5% +0.1% 254.7 1,052,669 +289,254 5
CBRS funds › CEREBRAS SYSTEMS INC NEW 0.5% +0.5% 247.6 1,120,356 +1,120,356 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.5% +0.1% 247.2 256,151 -139,985 5
ABNB funds › AIRBNB INC ADD 0.4% +0.0% 243.3 1,700,524 +14,521 5
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.4% +0.1% 243.1 529,501 +200,798 5
GOOG funds › ALPHABET INC TRIM 0.4% +0.1% 242.1 685,166 -4,732 5
ASML funds › ASML HLDG NV ADD 0.4% +0.2% 241.2 121,216 +43,630 4
DDOG funds › DATADOG INC TRIM 0.4% +0.1% 237.3 911,351 -563,101 5
ECL funds › ECOLAB INC ADD 0.4% +0.4% 225.7 810,128 +701,627 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.4% -0.1% 225.4 449,628 -105,845 3
MSFT funds › MICROSOFT CORP ADD 0.4% +0.2% 223.8 599,967 +282,971 5
APGE funds › APOGEE THERAPEUTICS INC ADD 0.4% +0.3% 221.0 1,665,102 +1,226,448 2
NOW funds › SERVICENOW INC ADD 0.4% +0.4% 220.8 2,223,764 +2,208,152 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.4% +0.2% 219.5 459,643 +217,323 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.4% -0.2% 217.5 222,389 -101,062 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.4% -0.0% 212.6 424,841 -14,555 5
SNOW funds › SNOWFLAKE INC ADD 0.4% +0.3% 210.5 827,138 +433,865 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.4% +0.0% 206.2 824,862 -93,988 5
GTLS funds › CHART INDS INC TRIM 0.4% -0.0% 204.4 978,287 -39,117 5
RTX funds › RTX CORPORATION TRIM 0.4% -0.5% 203.5 1,072,575 -1,144,966 5
XLF funds › SELECT SECTOR SPDR TR NEW 0.4% +0.4% 202.7 3,781,389 +3,781,389 1
ETSY funds › ETSY INC TRIM 0.4% -0.1% 202.7 2,690,173 -1,868,027 5
DLR funds › DIGITAL RLTY TR INC ADD 0.4% +0.4% 202.6 1,128,409 +1,123,589 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.4% +0.1% 201.9 586,345 +122,978 5
HEI funds › HEICO CORP NEW ADD 0.4% +0.2% 201.3 565,119 +270,618 5
HWM funds › HOWMET AEROSPACE INC ADD 0.4% +0.1% 201.0 747,448 +109,267 5
SNDK funds › SANDISK CORP ADD 0.4% +0.3% 199.9 87,932 +59,595 5
NVT funds › NVENT ELEC PLC TRIM 0.4% -0.0% 199.0 1,173,238 -601,824 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.4% +0.4% 198.6 601,118 +597,696 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.4% +0.1% 198.5 1,452,201 +776,523 5
TOST funds › TOAST INC ADD 0.4% +0.2% 198.3 7,126,975 +4,905,300 5
HD funds › HOME DEPOT INC ADD 0.4% +0.2% 197.6 560,174 +306,257 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.4% +0.1% 196.0 471,529 +64,693 5
SMH funds › VANECK ETF TRUST ADD 0.4% +0.3% 192.7 293,759 +271,028 5
IEX funds › IDEX CORP ADD 0.4% +0.0% 192.1 846,581 +30,444 4
LMT funds › LOCKHEED MARTIN CORP ADD 0.3% -0.0% 189.3 371,607 +68,458 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% +0.3% 189.2 578,090 +496,865 5
PPL funds › PPL CORP ADD 0.3% +0.2% 186.8 5,138,433 +2,680,385 4
STZ funds › CONSTELLATION BRANDS INC TRIM 0.3% -0.3% 185.2 1,331,412 -762,434 5
CIEN funds › CIENA CORP ADD 0.3% +0.1% 182.7 372,449 +49,030 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.3% 182.3 151,950 +134,115 5
TSLA funds › TESLA INC ADD 0.3% +0.1% 182.2 433,284 +66,246 5
CZR funds › CAESARS ENTERTAINMENT INC NE ADD 0.3% +0.2% 180.4 5,979,100 +4,379,172 2
PINS funds › PINTEREST INC NEW 0.3% +0.3% 180.0 8,560,019 +8,560,019 1
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.2% 177.4 240,941 +132,271 5
AIG funds › AMERICAN INTL GROUP INC ADD 0.3% +0.0% 173.2 2,323,760 +313,210 5
COR funds › CENCORA INC ADD 0.3% +0.3% 172.2 608,612 +604,540 5
KO funds › COCA COLA CO TRIM 0.3% -0.0% 165.8 2,040,440 -166,338 5
TPG funds › TPG INC ADD 0.3% +0.2% 165.1 4,072,169 +2,725,700 5
NET funds › CLOUDFLARE INC ADD 0.3% +0.2% 164.6 670,903 +320,666 5
NI funds › NISOURCE INC ADD 0.3% +0.3% 164.4 3,457,694 +3,445,111 4
GD funds › GENERAL DYNAMICS CORP ADD 0.3% +0.3% 162.1 457,472 +429,720 5
TMHC funds › TAYLOR MORRISON HOME CORP ADD 0.3% +0.3% 161.1 2,246,104 +2,022,956 3
CRWV funds › COREWEAVE INC ADD 0.3% +0.2% 160.4 1,611,219 +1,043,891 2
ABBV funds › ABBVIE INC ADD 0.3% +0.3% 156.8 622,946 +587,816 5
TWLO funds › TWILIO INC TRIM 0.3% +0.0% 155.9 755,608 -348,166 5
TMUS funds › T-MOBILE US INC ADD 0.3% +0.0% 154.2 919,523 +308,850 5
MELI funds › MERCADOLIBRE INC TRIM 0.3% -0.1% 154.2 90,861 -9,149 5
CTVA funds › CORTEVA INC ADD 0.3% +0.3% 152.8 1,804,482 +1,794,373 5
BAC funds › BANK OF AMER CORP TRIM 0.3% -0.0% 152.4 2,674,239 -270,417 5
PCG funds › PG&E CORP ADD 0.3% +0.0% 149.6 8,893,777 +2,055,341 5
CHD funds › CHURCH & DWIGHT CO INC ADD 0.3% +0.2% 148.9 1,536,836 +913,816 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.0% 148.4 584,500 -16,349 5
DHR funds › DANAHER CORP DEL ADD 0.3% +0.2% 144.6 759,207 +560,611 5
ON funds › ON SEMICONDUCTOR CORP ADD 0.3% +0.3% 143.5 1,517,790 +1,511,699 3
KEY funds › KEYCORP TRIM 0.3% +0.0% 142.6 6,187,592 -292,767 5
NEE funds › NEXTERA ENERGY INC ADD 0.3% +0.2% 141.8 1,615,487 +1,541,517 4
INSM funds › INSMED INC ADD 0.3% +0.2% 141.4 1,326,430 +1,104,723 4
AHR funds › AMERICAN HEALTHCARE REIT INC ADD 0.3% +0.1% 137.2 2,631,472 +1,463,343 5
FIVE funds › FIVE BELOW INC TRIM 0.2% -0.1% 135.4 753,263 -94,802 5
IQV funds › IQVIA HLDGS INC ADD 0.2% +0.2% 135.3 700,425 +697,894 3
LSCC funds › LATTICE SEMICONDUCTOR CORP ADD 0.2% +0.1% 135.0 882,412 +350,165 5
QXO funds › QXO INC ADD 0.2% +0.2% 134.1 7,762,412 +7,594,439 5
LITE funds › LUMENTUM HLDGS INC ADD 0.2% +0.1% 132.3 154,180 +59,625 5
OKTA funds › OKTA INC ADD 0.2% +0.1% 129.7 950,408 +118,778 5
LNG funds › CHENIERE ENERGY INC ADD 0.2% +0.2% 129.1 539,973 +442,100 5
VST funds › VISTRA CORP ADD 0.2% +0.1% 128.5 810,371 +467,638 5
NUVL funds › NUVALENT INC NEW 0.2% +0.2% 128.1 1,037,583 +1,037,583 1
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% +0.2% 128.0 601,471 +569,014 2
SJM funds › SMUCKER J M CO TRIM 0.2% +0.0% 127.9 1,137,274 -29,014 5
RPM funds › RPM INTL INC ADD 0.2% +0.1% 127.4 1,146,089 +515,909 4
CMG funds › CHIPOTLE MEXICAN GRILL INC ADD 0.2% +0.2% 127.1 3,737,941 +3,718,501 5
CAT funds › CATERPILLAR INC TRIM 0.2% -0.1% 126.8 119,098 -117,051 5
SBUX funds › STARBUCKS CORP ADD 0.2% +0.2% 126.7 1,239,911 +826,637 5
COF funds › CAPITAL ONE FINL CORP ADD 0.2% +0.2% 125.4 624,899 +474,637 5
GLPI funds › GAMING & LEISURE P ADD 0.2% +0.0% 125.1 2,808,432 +495,111 5
CSX funds › CSX CORP ADD 0.2% +0.2% 124.7 2,623,041 +2,144,468 4
WTRG funds › ESSENTIAL UTILS INC ADD 0.2% -0.0% 123.7 3,229,542 +140,917 3
MSGS funds › MADISON SQUARE GRDN SPRT COR ADD 0.2% +0.2% 123.0 306,214 +212,397 2
COHR funds › COHERENT CORP TRIM 0.2% +0.0% 122.6 310,828 -127,829 5
RRX funds › REGAL REXNORD CORPORATION TRIM 0.2% +0.0% 122.4 513,962 -74,310 5
ACA funds › ARCOSA INC NEW 0.2% +0.2% 121.9 838,952 +838,952 1
DVN funds › DEVON ENERGY CORP NEW ADD 0.2% +0.2% 121.9 2,949,845 +2,849,686 5
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI ADD 0.2% +0.2% 120.8 444,163 +295,012 3
CHH funds › CHOICE HOTELS INTL INC TRIM 0.2% -0.0% 120.6 1,093,391 -78,198 5
CUSIP:090043AF7 funds › BILL HOLDINGS INC TRIM 0.2% -0.0% 120.4 139,000,000 -12,000,000 3
AMAT funds › APPLIED MATLS INC TRIM 0.2% -0.3% 120.3 166,354 -616,992 5
CCL funds › CARNIVAL CORP LTD NEW 0.2% +0.2% 120.0 4,199,619 +4,199,619 1
TKR funds › TIMKEN CO TRIM 0.2% -0.1% 117.6 809,574 -710,152 5
ACLS funds › AXCELIS TECHNOLOGIES INC TRIM 0.2% -0.0% 116.7 616,196 -748,344 5
INIO funds › INNIO NV NEW 0.2% +0.2% 116.6 2,948,281 +2,948,281 1
CUSIP:594972AU5 funds › STRATEGY INC ADD 0.2% +0.0% 115.7 130,349,000 +9,605,000 2
MKSI funds › MKS INC. TRIM 0.2% +0.0% 115.7 260,178 -147,217 5
BP funds › BP PLC ADD 0.2% +0.2% 114.2 3,091,996 +2,721,658 5
INTC funds › INTEL CORP ADD 0.2% +0.2% 112.8 808,133 +702,739 4
CHDN funds › CHURCHILL DOWNS INC ADD 0.2% +0.1% 109.5 1,221,584 +611,740 5
CMS funds › CMS ENERGY CORP ADD 0.2% +0.1% 109.2 1,426,976 +948,456 3
SKYT funds › SKYWATER TECHNOLOGY INC ADD 0.2% +0.1% 108.7 3,122,552 +723,485 4
DG funds › DOLLAR GEN CORP ADD 0.2% +0.2% 107.8 936,848 +924,781 5
TGT funds › TARGET CORP TRIM 0.2% -0.4% 106.9 818,480 -1,791,110 5
SUI funds › SUN CMNTYS INC ADD 0.2% +0.1% 103.9 866,101 +444,173 4
SNY funds › SANOFI SA ADD 0.2% +0.1% 102.6 2,405,640 +1,571,860 2
V funds › VISA INC TRIM 0.2% -0.2% 102.1 297,581 -270,932 5
ATI funds › ATI INC TRIM 0.2% -0.1% 101.3 514,088 -337,576 3
RAL funds › RALLIANT CORP ADD 0.2% +0.2% 101.0 1,371,098 +1,332,694 5
IOT funds › SAMSARA INC ADD 0.2% +0.2% 100.0 3,083,647 +2,562,216 2
WDC funds › WESTERN DIGITAL CORP TRIM 0.2% -0.1% 99.9 156,483 -460,076 5
UNM funds › UNUM GROUP TRIM 0.2% -0.0% 98.6 1,102,917 -433,407 5
ARMK funds › ARAMARK ADD 0.2% +0.2% 98.1 1,723,467 +1,552,889 2
EXPD funds › EXPEDITORS INTL WASH INC ADD 0.2% +0.2% 97.7 599,353 +597,353 4
KDP funds › KEURIG DR PEPPER INC ADD 0.2% +0.2% 97.6 2,982,906 +2,957,019 5
AFG funds › AMERICAN FINANCIAL GROUP INC TRIM 0.2% -0.0% 97.4 695,896 -79,529 5
TEX funds › TEREX CORP NEW TRIM 0.2% +0.0% 97.1 1,341,176 -137,810 3
PNC funds › PNC FINL SVCS GROUP INC ADD 0.2% +0.1% 96.6 392,261 +296,749 3
STM funds › STMICROELECTRONICS N V TRIM 0.2% +0.0% 95.9 1,280,586 -797,249 2
TYL funds › TYLER TECHNOLOGIES INC ADD 0.2% +0.1% 94.8 324,159 +212,598 5
ROST funds › ROSS STORES INC TRIM 0.2% -0.5% 94.7 444,848 -1,124,970 4
WELL funds › WELLTOWER INC TRIM 0.2% -0.0% 94.1 414,420 -61,356 5
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.2% -0.2% 93.4 188,603 -342,244 5
XPO funds › XPO INC ADD 0.2% -0.0% 92.1 448,750 +7,736 3
NWE funds › NORTHWESTERN ENERGY GROUP IN ADD 0.2% +0.1% 92.1 1,285,897 +375,337 4
BBIO funds › BRIDGEBIO PHARMA INC ADD 0.2% +0.1% 91.6 1,230,052 +879,956 5
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.2% -0.1% 90.1 379,746 -167,326 5
CNI funds › CANADIAN NATL RY CO ADD 0.2% +0.1% 88.9 745,247 +239,488 5
CUSIP:594972AQ4 funds › STRATEGY INC ADD 0.2% +0.0% 88.5 86,254,000 +24,500,000 4
HUM funds › HUMANA INC ADD 0.2% +0.1% 88.0 221,454 +168,228 5
AMT funds › AMERICAN TOWER CORP ADD 0.2% +0.0% 87.9 537,426 +101,978 3
HAS funds › HASBRO INC ADD 0.2% +0.1% 87.6 1,060,267 +795,790 4
OUT funds › OUTFRONT MEDIA INC ADD 0.2% +0.0% 87.4 2,669,363 +194,610 5
FLEX funds › FLEX LTD TRIM 0.2% +0.0% 87.1 537,319 -520,570 5
Q funds › QNITY ELECTRONICS INC ADD 0.2% +0.0% 86.9 531,829 +48,315 3
EXR funds › EXTRA SPACE STORAGE INC ADD 0.2% +0.1% 86.5 595,599 +200,228 5
OC funds › OWENS CORNING NEW ADD 0.2% +0.1% 84.4 531,102 +81,357 2
FRPT funds › FRESHPET INC ADD 0.2% -0.0% 84.2 1,424,830 +24,221 3
ESI funds › ELEMENT SOLUTIONS INC NEW 0.2% +0.2% 84.0 1,759,552 +1,759,552 1
SMCI funds › SUPER MICRO COMPUTER INC NEW 0.2% +0.2% 83.3 2,841,577 +2,841,577 1
LBRDK funds › LIBERTY BROADBAND CORP ADD 0.2% +0.1% 83.2 2,502,159 +2,055,904 4
XEL funds › XCEL ENERGY INC TRIM 0.2% -0.0% 83.2 1,035,575 -184,838 5
ANET funds › ARISTA NETWORKS INC ADD 0.2% +0.1% 83.1 489,047 +471,324 3
VSH funds › VISHAY INTERTECHNOLOGY INC ADD 0.2% +0.1% 82.5 1,533,935 +1,125,160 5
CBRE funds › CBRE GROUP INC ADD 0.1% +0.0% 81.8 607,067 +150,791 5
FIX funds › COMFORT SYS USA INC ADD 0.1% +0.1% 80.8 40,771 +34,843 3
MS funds › MORGAN STANLEY TRIM 0.1% -0.1% 80.5 385,328 -473,233 5
ABVX funds › ABIVAX SA ADD 0.1% +0.1% 80.5 603,840 +390,151 4
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.0% 79.3 234,516 +42,424 4
HIG funds › HARTFORD INSURANCE GROUP INC ADD 0.1% +0.1% 79.3 598,340 +585,191 5
T funds › AT&T INC ADD 0.1% +0.1% 78.9 3,812,582 +3,708,092 5
NRG funds › NRG ENERGY INC ADD 0.1% +0.1% 78.3 536,238 +479,882 5
DPC funds › DPC HOLDINGS PLC NEW 0.1% +0.1% 77.8 1,584,896 +1,584,896 1
JBHT funds › HUNT J B TRANS SVCS INC TRIM 0.1% -0.1% 77.5 267,678 -314,142 4
EWBC funds › EAST WEST BANCORP INC NEW 0.1% +0.1% 77.3 598,656 +598,656 1
UDR funds › UDR INC TRIM 0.1% -0.0% 77.2 1,934,040 -832,256 4
MDT funds › MEDTRONIC PLC ADD 0.1% +0.1% 77.2 986,367 +946,039 5
DAR funds › DARLING INGREDIENTS INC ADD 0.1% +0.0% 76.9 1,407,696 +293,048 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.2% 75.6 147,249 -164,019 5
BEN funds › FRANKLIN RESOURCES INC ADD 0.1% +0.1% 74.8 2,249,669 +661,907 3
BE funds › BLOOM ENERGY CORP ADD 0.1% +0.1% 74.5 246,157 +122,640 5
GILD funds › GILEAD SCIENCES INC ADD 0.1% +0.1% 74.2 587,082 +567,308 5
PII funds › POLARIS INC NEW 0.1% +0.1% 73.9 1,079,296 +1,079,296 1
UNF funds › UNIFIRST CORP MASS TRIM 0.1% -0.0% 73.4 277,520 -57,853 3
GLBE funds › GLOBAL E ONLINE LTD TRIM 0.1% -0.0% 72.9 2,098,803 -116,323 5
SNPS funds › SYNOPSYS INC ADD 0.1% +0.1% 72.7 162,940 +151,052 5
BBY funds › BEST BUY INC ADD 0.1% +0.1% 72.6 956,230 +952,925 4
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.1% 72.0 145,005 +104,868 3
ORCL funds › ORACLE CORP ADD 0.1% +0.0% 71.3 486,649 +165,559 5
COO funds › COOPER COS INC ADD 0.1% +0.1% 71.0 990,419 +752,801 5
MTD funds › METTLER TOLEDO INTERNATIONAL ADD 0.1% +0.0% 69.9 54,686 +6,738 3
SHOP funds › SHOPIFY INC NEW 0.1% +0.1% 69.5 609,006 +609,006 1
BJ funds › BJS WHSL CLUB HLDGS INC NEW 0.1% +0.1% 69.0 790,616 +790,616 1
M funds › MACYS INC NEW 0.1% +0.1% 68.9 2,926,748 +2,926,748 1
VLO funds › VALERO ENERGY CORP ADD 0.1% +0.0% 68.9 264,524 +16,858 5
CL funds › COLGATE PALMOLIVE CO ADD 0.1% +0.1% 68.7 749,667 +730,960 3
GKOS funds › GLAUKOS CORP NEW 0.1% +0.1% 68.7 491,636 +491,636 1
ABT funds › ABBOTT LABORATORIES TRIM 0.1% -0.0% 67.2 740,808 -103,643 3
ALSN funds › ALLISON TRANSMISSION HLDGS I TRIM 0.1% -0.1% 67.2 595,985 -252,278 4
QNT funds › QUANTINUUM INC NEW 0.1% +0.1% 67.2 821,918 +821,918 1
SO funds › SOUTHERN CO ADD 0.1% +0.1% 67.1 701,019 +543,308 3
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 66.7 64,033 -1,318 5
SRE funds › SEMPRA TRIM 0.1% -0.2% 66.7 719,532 -1,089,174 5
TSN funds › TYSON FOODS INC TRIM 0.1% -0.0% 66.3 1,157,370 -155,349 5
PLD funds › PROLOGIS INC. TRIM 0.1% -0.0% 65.7 484,958 -12,895 5
AON funds › AON PLC TRIM 0.1% -0.0% 65.7 198,061 -26,260 4
CBSH funds › COMMERCE BANCSHARES INC ADD 0.1% +0.1% 65.5 1,133,752 +992,004 5
NXT funds › NEXTPOWER INC ADD 0.1% +0.1% 65.0 545,312 +540,587 3
PKG funds › PACKAGING CORP AMER ADD 0.1% +0.0% 64.9 272,208 +1,921 5
DHI funds › D R HORTON INC ADD 0.1% +0.1% 64.7 397,377 +393,123 4
GFS funds › GLOBALFOUNDRIES INC TRIM 0.1% +0.0% 64.6 783,319 -559,447 3
U funds › UNITY SOFTWARE INC ADD 0.1% +0.1% 64.4 2,253,979 +1,583,244 5
AUR funds › AURORA INNOVATION INC ADD 0.1% +0.1% 64.1 9,397,494 +6,344,105 4
VRSN funds › VERISIGN INC ADD 0.1% +0.0% 63.4 252,197 +97,204 5
TNGX funds › TANGO THERAPEUTICS INC TRIM 0.1% -0.0% 63.0 2,016,379 -1,810,280 5
MIAX funds › MIAMI INTL HLDGS INC NEW 0.1% +0.1% 62.5 1,682,924 +1,682,924 1
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.1% +0.1% 62.4 74,351 +74,351 1
CUSIP:36165LAD0 funds › GDS HLDGS LTD NEW 0.1% +0.1% 62.2 51,300,000 +51,300,000 1
LEA funds › LEAR CORP ADD 0.1% +0.1% 61.9 461,477 +431,368 3
EXE funds › EXPAND ENERGY CORPORATION ADD 0.1% -0.0% 61.6 675,722 +19,795 5
AEE funds › AMEREN CORP TRIM 0.1% -0.0% 61.3 542,649 -201,708 3
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.1% +0.0% 61.3 267,170 +28,183 5
TXRH funds › TEXAS ROADHOUSE INC NEW 0.1% +0.1% 61.0 315,756 +315,756 1
CUSIP:23282WAC4 funds › CYTOKINETICS INC HOLD 0.1% +0.0% 60.7 35,644,000 +0 4
CYTK funds › CYTOKINETICS INC TRIM 0.1% -0.0% 60.6 711,676 -280,869 2
BMRN funds › BIOMARIN PHARMACEUTICAL INC TRIM 0.1% -0.0% 60.3 1,054,613 -308,139 2
AAL funds › AMERICAN AIRLINES GROUP INC NEW 0.1% +0.1% 60.2 3,329,378 +3,329,378 1
CUSIP:00971TAL5 funds › AKAMAI TECHNOLOGIES INC TRIM 0.1% -0.0% 60.1 50,000,000 -6,500,000 5
AS funds › AMER SPORTS INC TRIM 0.1% -0.1% 60.0 1,771,646 -2,229,684 5
MGM funds › MGM RESORTS INTERNATIONAL ADD 0.1% +0.1% 59.5 1,244,866 +887,225 2
AVGO funds › BROADCOM INC TRIM 0.1% -0.2% 59.4 157,244 -339,410 5
TECH funds › BIO-TECHNE CORP NEW 0.1% +0.1% 59.1 836,870 +836,870 1
ONTO funds › ONTO INNOVATION INC TRIM 0.1% +0.0% 58.6 154,951 -50,705 3
CUSIP:69331CAL2 funds › PG&E CORP ADD 0.1% +0.0% 58.4 57,000,000 +7,000,000 2
DGX funds › QUEST DIAGNOSTICS INC ADD 0.1% +0.1% 58.4 275,371 +272,473 4
EG funds › EVEREST GROUP LTD TRIM 0.1% -0.1% 57.9 162,213 -127,699 5
BIIB funds › BIOGEN INC TRIM 0.1% -0.1% 57.3 265,090 -384,956 5
MIRM funds › MIRUM PHARMACEUTICALS INC TRIM 0.1% +0.0% 57.3 489,170 -49,861 4
SSNC funds › SS&C TECH HLDGS NEW 0.1% +0.1% 57.2 922,003 +922,003 1
CPNG funds › COUPANG INC NEW 0.1% +0.1% 57.2 3,290,427 +3,290,427 1
NDAQ funds › NASDAQ INC ADD 0.1% +0.0% 56.8 720,374 +300,281 5
EVRG funds › EVERGY INC ADD 0.1% +0.1% 56.4 653,048 +452,352 5
CE funds › CELANESE CORP DEL ADD 0.1% +0.0% 56.2 1,222,460 +484,050 5
ZION funds › ZIONS BANCORPORATION NATL AS TRIM 0.1% -0.1% 54.8 792,471 -631,476 5
MTCH funds › MATCH GROUP INC NEW ADD 0.1% +0.1% 54.4 1,430,335 +894,660 2
CCEP funds › COCA-COLA EUROPACIFIC PARTNE NEW 0.1% +0.1% 54.0 539,454 +539,454 1
WMS funds › ADVANCED DRAIN SYS INC DEL ADD 0.1% +0.1% 53.8 342,925 +339,858 4
DEI funds › DOUGLAS EMMETT INC ADD 0.1% +0.1% 53.6 4,538,823 +1,976,340 2
FCX funds › FREEPORT MCMORAN INC TRIM 0.1% -0.1% 53.4 849,511 -791,235 5
NVO funds › NOVO-NORDISK A S ADD 0.1% +0.1% 53.2 1,109,982 +726,836 5
IRDM funds › IRIDIUM COMMUNICATIONS INC ADD 0.1% +0.1% 53.1 967,572 +844,017 4
CUSIP:78473E103 funds › SPX TECHNOLOGIES INC NEW 0.1% +0.1% 53.0 216,277 +216,277 1
ALLE funds › ALLEGION PLC ADD 0.1% +0.0% 52.9 376,332 +191,005 4
AWI funds › ARMSTRONG WORLD INDS INC NEW NEW 0.1% +0.1% 52.8 329,196 +329,196 1
CAVA funds › CAVA GROUP INC ADD 0.1% -0.0% 52.8 672,329 +52,867 4
RUN funds › SUNRUN INC ADD 0.1% +0.1% 52.5 3,925,623 +3,569,953 5
SITE funds › SITEONE LANDSCAPE SUPPLY INC NEW 0.1% +0.1% 52.3 456,856 +456,856 1
LSTR funds › LANDSTAR SYS INC TRIM 0.1% -0.0% 52.2 252,380 -207,228 2
JXN funds › JACKSON FINANCIAL INC ADD 0.1% +0.1% 52.2 509,715 +356,955 2
WAT funds › WATERS CORP ADD 0.1% +0.1% 51.9 138,443 +136,787 3
WH funds › WYNDHAM HOTELS & RESORTS INC TRIM 0.1% -0.1% 51.2 608,254 -819,515 3
CUSIP:62914VAJ5 funds › NIO INC ADD 0.1% +0.0% 51.1 50,500,000 +27,500,000 4
GFL funds › GFL ENVIRONMENTAL INC TRIM 0.1% -0.1% 50.6 1,374,460 -474,770 5
J funds › JACOBS SOLUTIONS INC ADD 0.1% +0.1% 50.3 399,514 +397,761 5
INVH funds › INVITATION HOMES INC TRIM 0.1% -0.1% 50.2 1,660,212 -3,001,242 4
MWH funds › SOLV ENERGY INC ADD 0.1% +0.1% 50.1 1,472,078 +874,927 2
APLD funds › APPLIED DIGITAL CORP ADD 0.1% +0.1% 49.9 1,336,486 +790,269 2
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% +0.1% 49.8 426,635 +319,375 5
GXO funds › GXO LOGISTICS INCORPORATED NEW 0.1% +0.1% 49.7 981,165 +981,165 1
ZM funds › ZOOM COMMUNICATIONS INC ADD 0.1% +0.1% 49.6 574,177 +547,318 5
PAAS funds › PAN AMERN SILVER CORP ADD 0.1% +0.1% 49.4 1,102,333 +1,000,078 2
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.1% -0.1% 49.2 69,882 -54,435 5
TECK funds › TECK RESOURCES LTD TRIM 0.1% -0.0% 48.9 822,947 -131,801 2
LNC funds › LINCOLN NATL CORP IND TRIM 0.1% -0.1% 48.9 1,383,992 -701,627 5
ASB funds › ASSOCIATED BANC-CORP ADD 0.1% +0.0% 48.9 1,589,828 +107,447 5
BURL funds › BURLINGTON STORES INC TRIM 0.1% -0.1% 48.6 153,388 -206,476 5
RGEN funds › REPLIGEN CORP ADD 0.1% +0.1% 48.5 355,507 +230,038 5
JKHY funds › HENRY JACK & ASSOC INC ADD 0.1% -0.0% 48.3 350,942 +28,600 5
APO funds › APOLLO GLOBAL MGMT INC NEW 0.1% +0.1% 48.2 407,804 +407,804 1
BDX funds › BECTON DICKINSON & CO ADD 0.1% +0.1% 48.0 317,107 +312,565 3
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.1% +0.1% 47.5 494,857 +347,915 5
TOL funds › TOLL BROTHERS INC TRIM 0.1% -0.1% 47.4 287,889 -521,676 5
B funds › BARRICK MNG CORP TRIM 0.1% -0.1% 47.4 1,290,782 -912,352 5
DINO funds › HF SINCLAIR CORP TRIM 0.1% +0.0% 47.3 679,558 -23,277 5
PNW funds › PINNACLE WEST CAP CORP TRIM 0.1% -0.1% 47.0 439,357 -369,519 3
MUSA funds › MURPHY USA INC ADD 0.1% +0.0% 46.4 86,099 +9,969 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.1% -0.2% 46.4 132,510 -340,304 5
STEP funds › STEPSTONE GROUP INC TRIM 0.1% -0.0% 46.0 1,113,093 -312,806 5
RSG funds › REPUBLIC SVCS INC ADD 0.1% +0.1% 45.8 215,148 +212,145 5
GWRE funds › GUIDEWIRE SOFTWARE INC ADD 0.1% +0.0% 45.8 372,149 +253,224 5
WLK funds › WESTLAKE CORPORATION ADD 0.1% -0.0% 45.7 625,859 +256,187 2
LPLA funds › LPL FINL HLDGS INC NEW 0.1% +0.1% 45.5 161,641 +161,641 1
EOG funds › EOG RES INC ADD 0.1% +0.1% 45.5 350,934 +331,555 5
VISN funds › VISTANCE NETWORKS INC TRIM 0.1% -0.1% 44.8 3,508,746 -2,345,756 5
CAKE funds › CHEESECAKE FACTORY INC NEW 0.1% +0.1% 44.7 562,400 +562,400 1
CUSIP:477143AR2 funds › JETBLUE AIRWAYS CORP TRIM 0.1% -0.0% 44.6 40,200,000 -3,500,000 4
H funds › HYATT HOTELS CORP NEW 0.1% +0.1% 44.4 228,948 +228,948 1
CUSIP:91332UAB7 funds › UNITY SOFTWARE INC HOLD 0.1% -0.0% 44.3 45,000,000 +0 3
CUSIP:26210CAD6 funds › DROPBOX INC TRIM 0.1% -0.0% 44.0 43,500,000 -14,000,000 3
VLTO funds › VERALTO CORP ADD 0.1% +0.1% 44.0 495,640 +413,835 5
FROG funds › JFROG LTD NEW 0.1% +0.1% 43.6 479,422 +479,422 1
NFLX funds › NETFLIX INC. TRIM 0.1% -0.0% 43.3 606,225 -69,327 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.1% -0.1% 43.2 56,547 -211,508 5
BNTX funds › BIONTECH SE ADD 0.1% +0.1% 43.1 463,163 +369,708 3
SGI funds › SOMNIGROUP INTERNATIONAL INC ADD 0.1% +0.1% 43.0 549,036 +355,309 5
MDGL funds › MADRIGAL PHARMACEUTICALS INC NEW 0.1% +0.1% 42.4 79,011 +79,011 1
DFTX funds › DEFINIUM THERAPEUTICS INC TRIM 0.1% +0.0% 42.2 897,658 -376,563 2
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.1% +0.1% 42.1 518,442 +510,458 5
ULTA funds › ULTA BEAUTY INC ADD 0.1% +0.1% 41.9 92,861 +74,130 5
LIN funds › LINDE PLC ADD 0.1% +0.1% 41.5 79,911 +70,950 5
MOD funds › MODINE MFG CO TRIM 0.1% -0.0% 41.4 155,079 -111,034 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.1% +0.1% 41.4 326,944 +315,110 5
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.1% +0.1% 41.3 456,202 +446,204 5
JEF funds › JEFFERIES FINANCIAL GROUP IN ADD 0.1% +0.0% 41.0 820,771 +292,187 5
CMCSA funds › COMCAST CORP NEW ADD 0.1% +0.1% 40.9 1,664,267 +1,610,707 5
SYY funds › SYSCO CORP TRIM 0.1% -0.1% 40.1 480,008 -799,614 5
IT funds › GARTNER INC ADD 0.1% +0.1% 40.0 308,288 +299,314 4
TFX funds › TELEFLEX INCORPORATED TRIM 0.1% -0.0% 40.0 315,212 -86,205 3
AA funds › ALCOA CORP ADD 0.1% +0.1% 39.5 757,389 +671,178 2
VG funds › VENTURE GLOBAL INC ADD 0.1% +0.1% 39.4 3,540,269 +3,496,567 5
SHOO funds › MADDEN STEVEN LTD ADD 0.1% +0.1% 39.4 934,980 +861,433 3
CLX funds › CLOROX CO DEL ADD 0.1% +0.0% 39.3 411,686 +247,953 4
HII funds › HUNTINGTON INGALLS INDS INC ADD 0.1% +0.1% 39.1 139,815 +134,671 5
GWW funds › WW GRAINGER INC ADD 0.1% +0.1% 39.1 28,730 +21,888 4
GVA funds › GRANITE CONSTR INC ADD 0.1% +0.0% 38.8 245,464 +118,892 5
CBOE funds › CBOE GLOBAL MKTS INC ADD 0.1% +0.1% 38.8 159,694 +150,947 5
O funds › REALTY INCOME CORP ADD 0.1% +0.1% 38.6 623,444 +608,914 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.1% +0.0% 38.5 33,356 -6,590 4
MCO funds › MOODYS CORP ADD 0.1% +0.1% 38.4 84,825 +82,335 5
ARWR funds › ARROWHEAD PHARMACEUTICALS IN ADD 0.1% +0.0% 38.4 470,754 +264,342 4
RH funds › RH ADD 0.1% +0.1% 38.3 232,674 +231,764 3
CTAS funds › CINTAS CORP ADD 0.1% +0.1% 38.2 224,334 +213,231 5
CUSIP:25402DAB8 funds › DIGITALOCEAN HLDGS INC NEW 0.1% +0.1% 38.1 33,650,000 +33,650,000 1
KBH funds › KB HOME NEW 0.1% +0.1% 38.1 608,767 +608,767 1
ALGT funds › ALLEGIANT TRAVEL CO ADD 0.1% +0.1% 37.7 320,905 +240,378 3
CTRE funds › CARETRUST REIT INC ADD 0.1% +0.0% 37.7 934,804 +171,978 5
CUSIP:292554AP7 funds › ENCORE CAP GROUP INC NEW 0.1% +0.1% 37.5 24,500,000 +24,500,000 1
FLG funds › FLAGSTAR BANK NATIONAL ASSOC TRIM 0.1% -0.0% 37.3 2,495,142 -1,223,420 5
WFC funds › WELLS FARGO & CO NEW 0.1% +0.1% 37.1 448,401 +448,401 1
COGT funds › COGENT BIOSCIENCES INC ADD 0.1% +0.0% 37.0 954,843 +98,245 4
CCK funds › CROWN HLDGS INC NEW 0.1% +0.1% 36.9 329,890 +329,890 1
LBRT funds › LIBERTY ENERGY INC ADD 0.1% +0.0% 36.7 1,401,121 +1,079,306 5
AGI funds › ALAMOS GOLD INC NEW 0.1% +0.1% 36.6 1,206,110 +1,206,110 1
CUSIP:89377MAB5 funds › TRANSMEDICS GROUP INC NEW 0.1% +0.1% 36.4 33,500,000 +33,500,000 1
S funds › SENTINELONE INC TRIM 0.1% +0.0% 36.2 2,135,858 -390,517 5
CUSIP:01625VAB0 funds › ALIGNMENT HEALTHCARE INC ADD 0.1% +0.1% 35.8 21,000,000 +18,000,000 2
TALK funds › TALKSPACE INC TRIM 0.1% -0.0% 35.7 6,857,833 -2,008,894 2
VVV funds › VALVOLINE INC TRIM 0.1% -0.0% 35.5 897,319 -690,469 4
ANL funds › ADLAI NORTYE LTD ADD 0.1% +0.1% 35.2 3,061,668 +2,183,822 2
CENX funds › CENTURY ALUM CO ADD 0.1% +0.1% 34.9 759,603 +664,535 2
CUSIP:858927106 funds › STELLAR BANCORP INC TRIM 0.1% -0.0% 34.5 878,109 -416,063 4
GNL funds › GLOBAL NET LEASE INC ADD 0.1% +0.0% 34.5 3,857,678 +3,103,780 2
GNTX funds › GENTEX CORP TRIM 0.1% +0.0% 34.3 1,356,673 -21,138 2
CUSIP:76954AAD5 funds › RIVIAN AUTOMOTIVE INC HOLD 0.1% +0.0% 34.2 32,000,000 +0 4
SAIL funds › SAILPOINT INC ADD 0.1% +0.0% 34.2 2,333,950 +1,638,721 5
LPX funds › LOUISIANA PAC CORP NEW 0.1% +0.1% 34.1 433,874 +433,874 1
POR funds › PORTLAND GEN ELEC CO ADD 0.1% +0.0% 34.0 656,295 +509,486 5
ADC funds › AGREE RLTY CORP ADD 0.1% +0.0% 34.0 448,806 +236,282 5
VC funds › VISTEON CORP ADD 0.1% +0.0% 34.0 342,627 +216,645 3
BAH funds › BOOZ ALLEN HAMILTON HLDG COR TRIM 0.1% -0.2% 33.9 558,139 -977,011 3
AEM funds › AGNICO EAGLE MINES LTD NEW 0.1% +0.1% 33.8 217,825 +217,825 1
CCJ funds › CAMECO CORP NEW 0.1% +0.1% 33.5 328,416 +328,416 1
CUSIP:74623VAD5 funds › PURECYCLE TECHNOLOGIES INC NEW 0.1% +0.1% 33.4 33,000,000 +33,000,000 1
CUSIP:34379VAB9 funds › FLUENCE ENERGY INC TRIM 0.1% -0.0% 33.3 26,000,000 -10,000,000 3
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.1% +0.1% 33.3 375,521 +327,706 3
CUSIP:682189AU9 funds › ON SEMICONDUCTOR CORP NEW 0.1% +0.1% 33.2 27,500,000 +27,500,000 1
ATO funds › ATMOS ENERGY CORP ADD 0.1% +0.1% 33.2 192,607 +190,138 4
VAL funds › VALARIS LTD ADD 0.1% -0.0% 33.1 456,461 +21,392 2
POOL funds › POOL CORP TRIM 0.1% -0.1% 33.0 153,626 -203,117 2
CAH funds › CARDINAL HEALTH INC TRIM 0.1% +0.0% 32.9 138,588 -4,972 5
TRP funds › TC ENERGY CORP ADD 0.1% +0.0% 32.6 492,527 +174,315 2
CUSIP:48123VAH5 funds › ZIFF DAVIS INC ADD 0.1% +0.0% 32.6 32,500,000 +10,000,000 2
GDOT funds › GREEN DOT CORP ADD 0.1% +0.0% 32.4 2,400,668 +239,764 3
CUSIP:00971TAN1 funds › AKAMAI TECHNOLOGIES INC ADD 0.1% +0.0% 32.2 27,000,000 +9,000,000 2
PAYO funds › PAYONEER GLOBAL INC ADD 0.1% +0.1% 32.1 4,510,577 +3,664,994 5
DMRA funds › DAMORA THERAPEUTICS INC TRIM 0.1% -0.0% 32.0 1,229,127 -218,873 2
CUSIP:75524B104 funds › RBC BEARINGS INC ADD 0.1% +0.0% 31.9 49,532 +23,506 5
AVT funds › AVNET INC NEW 0.1% +0.1% 31.8 357,955 +357,955 1
ATAT funds › ATOUR LIFESTYLE HLDGS LTD ADD 0.1% +0.0% 31.8 999,312 +377,804 2
PNR funds › PENTAIR PLC TRIM 0.1% -0.2% 31.7 413,846 -890,961 5
GPN funds › GLOBAL PMTS INC TRIM 0.1% -0.0% 31.7 436,255 -16,622 5
CUSIP:338307AF8 funds › FIVE9 INC HOLD 0.1% -0.0% 31.6 35,500,000 +0 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% +0.0% 31.6 215,161 +94,519 5
SONY funds › SONY GROUP CORP ADD 0.1% +0.0% 31.5 1,572,706 +553,539 5
BG funds › BUNGE GLOBAL SA TRIM 0.1% -0.0% 31.5 294,950 -101,274 5
CNR funds › CORE NATURAL RESOURCES INC TRIM 0.1% -0.0% 31.5 393,337 -17,481 5
RYN funds › RAYONIER INC TRIM 0.1% -0.0% 31.2 1,467,064 -697,826 2
NOVT funds › NOVANTA INC ADD 0.1% +0.0% 31.1 191,700 +157,453 5
EBAY funds › EBAY INC. TRIM 0.1% -0.1% 30.9 276,816 -349,466 5
MAIR funds › MADISON AIR SOLUTIONS CORP NEW 0.1% +0.1% 30.8 790,973 +790,973 1
LNTH funds › LANTHEUS HLDGS INC TRIM 0.1% -0.0% 30.8 277,821 -261,561 5
ELVN funds › ENLIVEN THERAPEUTICS INC ADD 0.1% +0.0% 30.8 607,189 +297,164 2
KMI funds › KINDER MORGAN INC DEL TRIM 0.1% -0.1% 30.6 957,378 -986,912 5
EROC funds › EROCK INC NEW 0.1% +0.1% 30.4 2,099,619 +2,099,619 1
CUSIP:53680QAA6 funds › LITHIUM ARGENTINA AG TRIM 0.1% -0.0% 30.4 30,862,000 -8,264,000 2
TPR funds › TAPESTRY INC TRIM 0.1% -0.0% 30.4 207,777 -78,174 3
CLF funds › CLEVELAND-CLIFFS INC NEW ADD 0.1% +0.0% 30.1 3,208,119 +474,720 5
AUB funds › ATLANTIC UN BANKSHARES CORP TRIM 0.1% -0.0% 30.1 711,227 -219,499 5
STT funds › STATE STR CORP ADD 0.1% +0.1% 30.1 177,284 +173,119 5
EHC funds › ENCOMPASS HEALTH CORP ADD 0.1% +0.0% 30.0 296,939 +243,080 3
IWM funds › ISHARES TR NEW 0.1% +0.1% 29.9 99,639 +99,639 1
CBIO funds › CRESCENT BIOPHARMA INC. ADD 0.1% +0.0% 29.9 1,662,917 +152,884 3
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.1% -0.4% 29.9 102,043 -623,041 5
LBRX funds › LB PHARMACEUTICALS INC TRIM 0.1% +0.0% 29.9 921,471 -2,223 4
EQR funds › EQUITY RESIDENTIAL ADD 0.1% +0.1% 29.8 438,236 +433,104 3
OGN funds › ORGANON & CO ADD 0.1% +0.1% 29.7 2,196,642 +1,978,742 2
LYV funds › LIVE NATION ENTERTAINMENT IN TRIM 0.1% -0.1% 29.6 161,795 -351,423 5
HRL funds › HORMEL FOODS CORP NEW 0.1% +0.1% 29.6 1,193,319 +1,193,319 1
VRSK funds › VERISK ANALYTICS INC ADD 0.1% +0.0% 29.5 164,439 +89,160 5
ONON funds › ON HLDG AG TRIM 0.1% -0.1% 29.5 832,377 -1,044,862 5
HUBB funds › HUBBELL INC TRIM 0.1% -0.0% 29.4 56,271 -12,948 5
COLB funds › COLUMBIA BKG SYS INC TRIM 0.1% -0.0% 29.3 913,570 -366,493 5
STUB funds › STUBHUB HLDGS INC NEW 0.1% +0.1% 29.1 2,257,906 +2,257,906 1
CUSIP:18915MAF4 funds › CLOUDFLARE INC NEW 0.1% +0.1% 28.5 22,500,000 +22,500,000 1
CDNL funds › CARDINAL INFRASTRUCTURE GROU ADD 0.1% +0.0% 28.5 302,634 +192,841 3
WBI funds › WATERBRIDGE INFRASTRUCTURE L ADD 0.1% +0.1% 28.5 831,453 +812,377 4
CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC ADD 0.1% -0.0% 28.5 548,203 +2,128 4
CUSIP:08265TAD1 funds › BENTLEY SYS INC TRIM 0.1% -0.0% 28.3 29,500,000 -1,100,000 5
ARE funds › ALEXANDRIA REAL ESTATE EQ IN NEW 0.1% +0.1% 28.3 536,294 +536,294 1
SGMT funds › SAGIMET BIOSCIENCES INC NEW 0.1% +0.1% 28.0 3,626,113 +3,626,113 1
CRC funds › CALIFORNIA RES CORP ADD 0.1% +0.0% 28.0 529,735 +229,459 5
SAIA funds › SAIA INC TRIM 0.1% -0.0% 28.0 66,470 -44,387 5
BHVN funds › BIOHAVEN LTD TRIM 0.1% +0.0% 28.0 1,879,734 -565,682 4
BKR funds › BAKER HUGHES COMPANY TRIM 0.1% -0.2% 27.9 503,321 -1,758,738 5
SMMT funds › SUMMIT THERAPEUTICS INC ADD 0.1% +0.0% 27.7 1,904,254 +1,355,919 4
BRBR funds › BELLRING BRANDS INC ADD 0.1% +0.0% 27.7 2,140,109 +603,949 5
DK funds › DELEK US HLDGS INC NEW ADD 0.1% +0.0% 27.6 543,273 +98,062 3
CUSIP:76954AAB9 funds › RIVIAN AUTOMOTIVE INC ADD 0.1% +0.0% 27.6 23,250,000 +500,000 4
FHN funds › FIRST HORIZON CORPORATION TRIM 0.1% -0.1% 27.5 1,072,255 -1,456,615 5
ARW funds › ARROW ELECTRS INC NEW 0.1% +0.1% 27.4 128,186 +128,186 1
CUSIP:462222AF7 funds › IONIS PHARMACEUTICALS INC TRIM 0.0% -0.1% 27.2 17,500,000 -17,500,000 3
SEIC funds › SEI INVTS CO ADD 0.0% +0.0% 27.0 308,050 +82,376 2
QURE funds › UNIQURE NV TRIM 0.0% +0.0% 27.0 586,582 -377,708 5
ALNY funds › ALNYLAM PHARMACEUTICALS INC NEW 0.0% +0.0% 26.9 89,510 +89,510 1
CX funds › CEMEX SA EURO MTN BE 144A NEW 0.0% +0.0% 26.9 2,241,107 +2,241,107 1
OVV funds › OVINTIV INC ADD 0.0% +0.0% 26.9 510,610 +461,086 5
CUSIP:81619Q105 funds › SELECT MED HLDGS CORP ADD 0.0% +0.0% 26.8 1,623,940 +719,203 3
RDDT funds › REDDIT INC NEW 0.0% +0.0% 26.7 153,630 +153,630 1
CUSIP:753422AF1 funds › RAPID7 INC HOLD 0.0% -0.0% 26.5 27,500,000 +0 3
AR funds › ANTERO RESOURCES CORP ADD 0.0% -0.0% 26.5 752,717 +116,653 5
FTH funds › FAETH THERAPEUTICS INC ADD 0.0% +0.0% 26.1 1,042,198 +1,025,993 2
AAOI funds › APPLIED OPTOELECTRONICS INC TRIM 0.0% -0.0% 26.0 175,683 -293,187 4
ZS funds › ZSCALER INC NEW 0.0% +0.0% 26.0 183,965 +183,965 1
EYPT funds › EYEPOINT INC ADD 0.0% +0.0% 25.9 1,812,358 +373,621 4
FN funds › FABRINET ADD 0.0% +0.0% 25.8 45,847 +32,512 2
NGNE funds › NEUROGENE INC ADD 0.0% +0.0% 25.7 818,706 +100,317 4
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% +0.0% 25.7 188,030 +158,794 5
ECHO funds › ECHOSTAR CORP TRIM 0.0% -0.1% 25.6 252,369 -329,833 4
BOOT funds › BOOT BARN HLDGS INC NEW 0.0% +0.0% 25.4 154,886 +154,886 1
CUSIP:531229AQ5 funds › LIBERTY MEDIA CORP DEL TRIM 0.0% -0.0% 25.4 20,525,000 -4,475,000 4
CUSIP:89677QAB3 funds › TRIP COM GROUP LTD TRIM 0.0% -0.0% 25.3 25,600,000 -8,000,000 2
CUSIP:04271TAB6 funds › ARRAY TECHNOLOGIES INC ADD 0.0% +0.0% 25.0 26,933,000 +9,433,000 3
DEA funds › EASTERLY GOVT PPTYS INC TRIM 0.0% +0.0% 25.0 1,004,137 -67,415 5
FCPT funds › FOUR CORNERS PPTY TR INC NEW 0.0% +0.0% 25.0 1,017,401 +1,017,401 1
CTNM funds › CONTINEUM THERAPEUTICS INC TRIM 0.0% +0.0% 25.0 1,522,793 -162,842 4
MANH funds › MANHATTAN ASSOCIATES INC ADD 0.0% +0.0% 24.8 178,134 +94,172 4
CUSIP:01609WBG6 funds › ALIBABA GROUP HLDG LTD ADD 0.0% +0.0% 24.8 21,000,000 +13,000,000 4
BCE funds › BCE INC TRIM 0.0% -0.0% 24.7 1,147,978 -740,806 5
AZZ funds › AZZ INC NEW 0.0% +0.0% 24.5 158,310 +158,310 1
OXY funds › OCCIDENTAL PETE CORP TRIM 0.0% -0.2% 24.5 503,765 -1,560,933 5
IAG funds › IAMGOLD CORP ADD 0.0% +0.0% 24.3 1,534,135 +339,053 5
RZLT funds › REZOLUTE INC TRIM 0.0% +0.0% 24.2 4,662,039 -386,382 4
DRUG funds › BRIGHT MINDS BIOSCIENCES INC ADD 0.0% +0.0% 24.2 345,053 +47,895 4
WULF funds › TERAWULF INC NEW 0.0% +0.0% 24.1 976,767 +976,767 1
EMB funds › ISHARES TR NEW 0.0% +0.0% 23.9 248,082 +248,082 1
EEM funds › ISHARES TR ADD 0.0% +0.0% 23.9 349,321 +87,970 2
IBKR funds › INTERACTIVE BROKERS GROUP IN NEW 0.0% +0.0% 23.9 274,516 +274,516 1
MDB funds › MONGODB INC TRIM 0.0% -0.0% 23.9 71,083 -82,680 5
CUSIP:875372AD6 funds › TANDEM DIABETES CARE INC NEW 0.0% +0.0% 23.9 25,000,000 +25,000,000 1
YUM funds › YUM BRANDS INC TRIM 0.0% -0.1% 23.8 148,808 -471,329 4
PR funds › PERMIAN RESOURCES CORP ADD 0.0% +0.0% 23.7 1,287,306 +934,709 5
CVS funds › CVS HEALTH CORP TRIM 0.0% -0.1% 23.7 228,956 -962,067 5
NERV funds › MINERVA NEUROSCIENCES INC TRIM 0.0% -0.0% 23.6 4,257,000 -1,600 2
STRO funds › SUTRO BIOPHARMA INC ADD 0.0% +0.0% 23.6 711,162 +245,370 3
CUSIP:42703MAF0 funds › HERBALIFE LTD TRIM 0.0% -0.0% 23.6 20,455,000 -4,672,000 3
VRDN funds › VIRIDIAN THERAPEUTICS INC TRIM 0.0% -0.0% 23.5 1,279,859 -1,036,098 4
PECO funds › PHILLIPS EDISON & CO INC TRIM 0.0% -0.0% 23.5 563,639 -140,983 5
XLC funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 23.0 214,642 +214,642 1
GM funds › GENERAL MTRS CO TRIM 0.0% -0.1% 23.0 298,053 -525,558 5
MTH funds › MERITAGE HOMES CORP ADD 0.0% +0.0% 22.9 273,317 +9,719 5
CLH funds › CLEAN HARBORS INC ADD 0.0% +0.0% 22.9 76,523 +46,102 2
FDS funds › FACTSET RESH SYS INC NEW 0.0% +0.0% 22.9 99,341 +99,341 1
CUSIP:57164YAF4 funds › MARRIOTT VACATIONS WORLDWIDE HOLD 0.0% -0.0% 22.6 23,000,000 +0 3
CUSIP:36467WAE9 funds › GAMESTOP CORP NEW 0.0% +0.0% 22.4 22,000,000 +22,000,000 1
KMX funds › CARMAX INC NEW 0.0% +0.0% 22.4 423,953 +423,953 1

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 54,700 2094 0.47 11% 0.003 0.139 in
2026Q1 50,904 2078 0.50 12% 0.003 0.133 in
2025Q4 53,384 2133 0.48 14% 0.004 0.131 in
2025Q3 49,574 1941 0.54 13% 0.004 0.084 in
2025Q2 44,029 1940 0.52 10% 0.003 0.097 entered
2025Q1 39,903 1953 0.00 11% 0.003 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