Fund Universe

Lombard Odier Asset Management (Europe) Ltd

CIK 0001535784 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
24
Positions
1
Turnover
1.00
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
6
Excess Return
-21.8%

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Holdings · 236 positions · portfolio value $2,316M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 4.0% -0.3% 93.0 465,030 +21,277 2
GOOGL funds › ALPHABET INC TRIM 3.2% -0.7% 74.6 208,659 -39,679 2 +89.0%
CUSIP:833445AD1 funds › SNOWFLAKE INC ADD 2.7% +1.8% 62.1 35,105,000 +22,505,000 2
CUSIP:23248VAD7 funds › CYBERARK SOFTWARE LTD NEW 2.3% +2.3% 53.5 32,100,000 +32,100,000 1
CUSIP:18915MAF4 funds › CLOUDFLARE INC NEW 2.0% +2.0% 45.2 35,622,000 +35,622,000 1
CUSIP:00971TAQ4 funds › AKAMAI TECHNOLOGIES INC NEW 1.9% +1.9% 43.6 29,787,000 +29,787,000 1
AMZN funds › AMAZON COM INC ADD 1.6% +0.4% 36.2 151,842 +54,859 2
CUSIP:47215PAJ5 funds › JD.COM INC NEW 1.5% +1.5% 35.0 35,542,000 +35,542,000 1
CUSIP:90353TAM2 funds › UBER TECHNOLOGIES INC TRIM 1.5% -0.4% 34.4 28,648,000 -150,000 2
MU funds › MICRON TECHNOLOGY INC ADD 1.4% +0.9% 31.6 27,334 +4,724 2 +487.8%
CUSIP:15189TBD8 funds › CENTERPOINT ENERGY INC TRIM 1.3% -0.9% 30.1 24,602,000 -9,425,000 2
CUSIP:40637HAF6 funds › HALOZYME THERAPEUTICS INC TRIM 1.3% -0.2% 29.1 19,789,000 -180,000 2
CUSIP:538034BC2 funds › LIVE NATION ENTERTAINMENT IN TRIM 1.2% -0.2% 28.5 23,477,000 -193,000 2
CUSIP:23804LAD5 funds › DATADOG INC TRIM 1.2% +0.1% 28.2 19,876,000 -1,395,000 2
WM funds › WASTE MGMT INC DEL ADD 1.2% +0.1% 26.8 120,210 +37,416 2
CUSIP:65339KCY4 funds › NEXTERA ENERGY CAP HLDGS INC HOLD 1.1% -0.4% 26.5 19,985,000 +0 2
CUSIP:69331CAL2 funds › PG&E CORP TRIM 1.1% -0.6% 25.9 25,136,000 -3,743,000 2
CUSIP:125896BX7 funds › CMS ENERGY CORP ADD 1.1% +0.2% 25.7 22,909,000 +8,970,000 2
EBAY funds › EBAY INC. ADD 1.0% +0.7% 23.4 209,337 +143,162 2
LLY funds › ELI LILLY & CO ADD 1.0% +0.2% 23.1 19,299 +3,120 2
OC funds › OWENS CORNING NEW NEW 1.0% +1.0% 22.9 143,945 +143,945 1 +263.5%
CUSIP:682189AS4 funds › ON SEMICONDUCTOR CORP TRIM 1.0% -0.5% 22.8 12,701,000 -7,762,000 2
MRK funds › MERCK & CO INC TRIM 1.0% -0.3% 22.2 172,654 -18,531 2
CUSIP:76954AAD5 funds › RIVIAN AUTOMOTIVE INC TRIM 1.0% -0.6% 22.1 20,536,000 -7,704,000 2
CCK funds › CROWN HLDGS INC ADD 0.9% +0.0% 21.9 195,558 +30,851 2
ROK funds › ROCKWELL AUTOMATION INC ADD 0.9% +0.2% 21.6 43,582 +7,371 2
AVGO funds › BROADCOM INC ADD 0.9% +0.4% 21.5 56,914 +27,482 2 +187.5%
PANW funds › PALO ALTO NETWORKS INC TRIM 0.9% +0.2% 21.2 62,258 -14,057 2
CUSIP:36467WAE9 funds › GAMESTOP CORP NEW 0.9% +0.9% 21.2 20,713,000 +20,713,000 1
CUSIP:70202LAD4 funds › PARSONS CORP DEL ADD 0.9% -0.0% 21.2 21,228,000 +4,350,000 2
JNJ funds › JOHNSON & JOHNSON ADD 0.9% +0.1% 21.0 82,882 +25,929 2
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.9% +0.5% 20.7 225,321 +138,852 2
NEE funds › NEXTERA ENERGY INC TRIM 0.9% -0.6% 20.6 234,589 -51,109 2
RSG funds › REPUBLIC SVCS INC ADD 0.9% -0.0% 19.9 93,410 +21,397 2
ECL funds › ECOLAB INC TRIM 0.9% -0.2% 19.9 71,423 -1,520 2
TSLA funds › TESLA INC ADD 0.9% +0.7% 19.7 46,897 +38,629 2
CUSIP:337932AT4 funds › FIRSTENERGY CORP NEW 0.9% +0.9% 19.7 17,628,000 +17,628,000 1
CSX funds › CSX CORP ADD 0.8% +0.1% 19.3 405,718 +87,738 2
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.8% -0.4% 18.5 36,812 -7,677 2
SPGI funds › S&P GLOBAL INC TRIM 0.8% -0.4% 18.4 45,085 -4,493 2
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.8% -0.2% 18.2 31,267 -59,202 2
CUSIP:018802AE8 funds › ALLIANT ENERGY CORP NEW 0.8% +0.8% 18.1 16,526,000 +16,526,000 1
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.8% -0.0% 18.1 48,144 -4,797 2
NOW funds › SERVICENOW INC ADD 0.8% +0.2% 17.9 180,358 +80,545 2 -28.7%
CUSIP:337932AV9 funds › FIRSTENERGY CORP NEW 0.8% +0.8% 17.8 15,754,000 +15,754,000 1
ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI ADD 0.7% +0.4% 17.0 64,646 +38,966 2
MFC funds › MANULIFE FINL CORP TRIM 0.7% -0.3% 16.9 417,893 -117,113 2
CUSIP:45826HAD1 funds › INTEGER HLDGS CORP NEW 0.7% +0.7% 16.6 17,072,000 +17,072,000 1
GOOGN funds › ALPHABET INC NEW 0.7% +0.7% 16.3 325,000 +325,000 1 -35.0%
GOOGM funds › ALPHABET INC NEW 0.7% +0.7% 16.3 325,000 +325,000 1 -35.3%
CUSIP:91332UAH4 funds › UNITY SOFTWARE INC NEW 0.7% +0.7% 16.3 14,359,000 +14,359,000 1
QXO funds › QXO INC ADD 0.7% -0.1% 15.7 910,812 +176,884 2
URI funds › UNITED RENTALS INC ADD 0.7% +0.3% 15.7 13,833 +3,700 2 +51.2% re-entry
MSCI funds › MSCI INC ADD 0.7% -0.1% 15.6 27,801 +457 2 -30.2%
CUSIP:278768AB2 funds › ECHOSTAR CORP NEW 0.7% +0.7% 15.4 4,926,000 +4,926,000 1
AMAT funds › APPLIED MATLS INC TRIM 0.7% +0.1% 15.2 20,960 -6,021 2
CUSIP:038169AB4 funds › APPLIED DIGITAL CORP NEW 0.7% +0.7% 15.1 3,550,000 +3,550,000 1
CUSIP:88557WAB7 funds › QFIN HOLDINGS INC NEW 0.6% +0.6% 14.9 16,794,000 +16,794,000 1
UBER funds › UBER TECHNOLOGIES INC TRIM 0.6% -0.2% 14.9 206,068 -1,030 2
NXT funds › NEXTPOWER INC TRIM 0.6% -0.2% 14.9 124,808 -2,613 2 +338.3%
ETN funds › EATON CORP PLC ADD 0.6% +0.0% 14.3 33,606 +2,628 2
PSMT funds › PRICESMART INC ADD 0.6% +0.1% 14.3 72,951 +11,439 2
CUSIP:531229AQ5 funds › LIBERTY MEDIA CORP DEL HOLD 0.6% -0.1% 14.2 11,442,000 +0 2
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.6% -0.2% 14.2 85,223 +1,167 2 -14.5%
CUSIP:060505682 funds › BANK OF AMER CORP NEW 0.6% +0.6% 14.2 11,317 +11,317 1
DE funds › DEERE & CO ADD 0.6% +0.2% 14.1 22,293 +9,332 2
CUSIP:67059NAK4 funds › NUTANIX INC HOLD 0.6% -0.1% 13.8 14,045,000 +0 2
BKNG funds › BOOKING HOLDINGS INC ADD 0.6% +0.2% 13.7 76,701 +74,942 2 +36.2%
AAPL funds › APPLE INC ADD 0.6% -0.1% 13.6 46,997 +1,522 2 +60.3%
PHM funds › PULTE GROUP INC ADD 0.6% +0.4% 13.4 97,919 +75,822 2 -46.6%
CUSIP:29786AAN6 funds › ETSY INC ADD 0.6% +0.3% 13.4 14,625,000 +8,500,000 2
WMS funds › ADVANCED DRAIN SYS INC DEL TRIM 0.6% -0.3% 12.9 82,032 -29,092 2
CUSIP:595017BG8 funds › MICROCHIP TECHNOLOGY INC. TRIM 0.5% -0.4% 12.7 13,258,000 -4,693,000 2
STLD funds › STEEL DYNAMICS INC TRIM 0.5% -0.6% 12.3 53,786 -55,974 2
CUSIP:516544AB9 funds › LANTHEUS HLDGS INC ADD 0.5% +0.0% 12.2 8,354,000 +1,185,000 2
MSFT funds › MICROSOFT CORP ADD 0.5% +0.3% 12.2 32,605 +19,534 2
VRSK funds › VERISK ANALYTICS INC TRIM 0.5% -0.3% 12.2 67,685 -9,613 2
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.5% +0.1% 12.1 26,321 +10,168 2 -8.1%
CUSIP:90353TAS9 funds › UBER TECHNOLOGIES INC NEW 0.5% +0.5% 12.0 10,411,000 +10,411,000 1
CCJ funds › CAMECO CORP TRIM 0.5% -0.2% 11.8 116,273 -3,359 2
SUNB funds › SUNBELT RENTALS HOLDINGS INC NEW 0.5% +0.5% 11.8 158,161 +158,161 1 +42.3%
IQV funds › IQVIA HLDGS INC TRIM 0.5% -0.2% 11.7 60,494 -9,091 2
ADSK funds › AUTODESK INC ADD 0.5% -0.3% 11.7 59,929 +2,538 2
ENPH funds › ENPHASE ENERGY INC TRIM 0.5% -0.0% 11.5 233,788 -8,416 2 -53.4% re-entry
CUSIP:18452BAC4 funds › CLEANSPARK INC NEW 0.5% +0.5% 11.1 8,500,000 +8,500,000 1
NU funds › NU HLDGS LTD ADD 0.5% +0.1% 10.7 803,067 +364,724 2 -50.0%
MDT funds › MEDTRONIC PLC TRIM 0.5% -0.2% 10.6 135,989 -9,454 2 +2.4%
CUSIP:723484AK7 funds › PINNACLE WEST CAP CORP HOLD 0.4% -0.1% 10.4 8,662,000 +0 2
CUSIP:589889AB0 funds › MERIT MED SYS INC NEW 0.4% +0.4% 10.2 9,396,000 +9,396,000 1
CUSIP:04280AAC4 funds › ARROWHEAD PHARMACEUTICALS IN NEW 0.4% +0.4% 10.1 8,452,000 +8,452,000 1
CUSIP:40171VAC4 funds › GUIDEWIRE SOFTWARE INC HOLD 0.4% -0.1% 10.1 10,503,000 +0 2
CUSIP:405024AD2 funds › HAEMONETICS CORP MASS ADD 0.4% +0.0% 10.1 9,985,000 +1,842,000 2
VLTO funds › VERALTO CORP TRIM 0.4% -0.2% 10.1 113,690 -21,856 2
TJX funds › TJX COS INC NEW TRIM 0.4% -0.2% 9.8 64,828 -10,131 2
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.4% -0.2% 9.6 78,207 +5,103 2 -28.4%
CRS funds › CARPENTER TECHNOLOGY CORP ADD 0.4% +0.2% 9.6 15,583 +5,845 2 +83.8%
CUSIP:67059NAH1 funds › NUTANIX INC TRIM 0.4% -0.1% 9.6 8,491,000 -358,000 2
SFM funds › SPROUTS FMRS MKT INC NEW 0.4% +0.4% 9.4 110,638 +110,638 1 -49.2%
CP funds › CANADIAN PACIFIC KANSAS CITY ADD 0.4% +0.0% 9.2 106,459 +18,705 2
CUSIP:759916AD1 funds › REPLIGEN CORP ADD 0.4% -0.0% 8.7 8,437,000 +901,000 2
ONON funds › ON HLDG AG ADD 0.4% +0.3% 8.6 241,648 +182,909 2 -84.8%
BAPRA funds › BOEING CO NEW 0.4% +0.4% 8.4 125,000 +125,000 1
CTVA funds › CORTEVA INC TRIM 0.4% -0.4% 8.3 98,165 -67,883 2
DDOG funds › DATADOG INC TRIM 0.4% +0.1% 8.3 31,851 -14,302 2
CL funds › COLGATE PALMOLIVE CO TRIM 0.3% -0.1% 8.0 87,336 -9,587 2
BIRK funds › BIRKENSTOCK HOLDING PLC ADD 0.3% +0.1% 7.9 183,541 +37,901 2 -77.5%
CUSIP:594972AJ0 funds › STRATEGY INC NEW 0.3% +0.3% 7.6 7,400,000 +7,400,000 1
ALBPRA funds › ALBEMARLE CORP NEW 0.3% +0.3% 7.5 136,350 +136,350 1
FLEX funds › FLEX LTD TRIM 0.3% +0.0% 7.3 44,777 -30,828 2 +265.6%
CRM funds › SALESFORCE INC ADD 0.3% -0.1% 7.2 46,269 +5,310 2 -59.5%
XYL funds › XYLEM INC TRIM 0.3% -0.3% 6.7 56,781 -32,633 2
MELI funds › MERCADOLIBRE INC ADD 0.3% +0.0% 6.7 3,926 +1,303 2 -44.7%
CUSIP:450056AB2 funds › IRHYTHM HOLDINGS INC HOLD 0.3% -0.1% 6.5 5,828,000 +0 2
DAR funds › DARLING INGREDIENTS INC TRIM 0.3% -0.4% 6.3 114,784 -68,517 2
CUSIP:737446AT1 funds › POST HLDGS INC HOLD 0.3% -0.1% 5.9 5,636,000 +0 2
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.2% -0.5% 5.8 4,181 -8,902 2
CUSIP:465741AQ9 funds › ITRON INC HOLD 0.2% -0.1% 5.6 5,579,000 +0 2
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.2% -0.1% 5.5 163,000 -18,047 2 -92.0%
A funds › AGILENT TECHNOLOGIES INC TRIM 0.2% -0.2% 5.1 38,707 -21,871 2
ABNB funds › AIRBNB INC TRIM 0.2% -0.1% 4.9 34,190 -3,970 2
CUSIP:04271TAB6 funds › ARRAY TECHNOLOGIES INC HOLD 0.2% -0.1% 4.8 5,127,000 +0 2
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.2% -0.4% 4.8 36,205 -44,106 2
CUSIP:682189AU9 funds › ON SEMICONDUCTOR CORP ADD 0.2% +0.1% 4.6 3,830,000 +1,354,000 2
PWR funds › QUANTA SVCS INC TRIM 0.2% -0.3% 4.6 6,410 -10,149 2
WY funds › WEYERHAEUSER CO NEW 0.2% +0.2% 4.6 191,531 +191,531 1 +15.0%
CUSIP:81141RAG5 funds › SEA LTD NEW 0.2% +0.2% 4.5 4,551,000 +4,551,000 1
CLH funds › CLEAN HARBORS INC TRIM 0.2% -0.1% 4.4 14,600 -1,186 2
SW funds › SMURFIT WESTROCK PLC TRIM 0.2% -0.4% 4.3 92,823 -154,832 2
ROL funds › ROLLINS INC NEW 0.2% +0.2% 4.3 102,300 +102,300 1 -105.7%
CUSIP:090043AF7 funds › BILL HOLDINGS INC ADD 0.2% +0.1% 4.2 4,901,000 +3,901,000 2
CUSIP:26210CAD6 funds › DROPBOX INC HOLD 0.2% -0.0% 4.2 4,154,000 +0 2
ACM funds › AECOM TRIM 0.2% -0.5% 4.2 60,057 -84,253 2
CUSIP:011642AD7 funds › ALARM COM HLDGS INC HOLD 0.2% -0.0% 4.2 4,402,000 +0 2
REGN funds › REGENERON PHARMACEUTICALS TRIM 0.2% -0.6% 3.7 5,958 -11,917 2
HPQ funds › HP INC ADD 0.2% +0.0% 3.6 163,592 +31,397 2 -67.0%
GRPN funds › GROUPON INC ADD 0.2% +0.1% 3.5 147,246 +45,128 2 -101.8%
AA funds › ALCOA CORP TRIM 0.2% -0.2% 3.5 67,842 -22,416 2
CUSIP:29355AAK3 funds › ENPHASE ENERGY INC HOLD 0.2% -0.0% 3.5 3,750,000 +0 2
XPEL funds › XPEL INC ADD 0.2% +0.0% 3.5 70,233 +19,082 2
PTC funds › PTC INC ADD 0.2% +0.1% 3.5 30,651 +19,385 2
WPM funds › WHEATON PRECIOUS METALS CORP TRIM 0.1% -0.9% 3.5 30,763 -111,432 2
CUSIP:89677QAB3 funds › TRIP COM GROUP LTD NEW 0.1% +0.1% 3.4 3,500,000 +3,500,000 1
COF funds › CAPITAL ONE FINL CORP NEW 0.1% +0.1% 3.4 16,718 +16,718 1 +103.9%
APG funds › API GROUP CORP ADD 0.1% -0.0% 3.3 78,046 +7,683 2 -33.7%
CUSIP:338307AF8 funds › FIVE9 INC HOLD 0.1% -0.0% 3.3 3,659,000 +0 2
ON funds › ON SEMICONDUCTOR CORP TRIM 0.1% -0.1% 3.2 34,009 -26,236 2 +1.4%
FTAI funds › FTAI AVIATION LTD ADD 0.1% +0.1% 3.2 11,807 +7,110 2 -74.0%
CUSIP:83304AAK2 funds › SNAP INC HOLD 0.1% -0.0% 3.1 3,795,000 +0 2
SNDK funds › SANDISK CORP NEW 0.1% +0.1% 3.0 1,318 +1,318 1 +112.8%
CPRT funds › COPART INC ADD 0.1% -0.0% 2.9 104,309 +16,224 2
GS funds › GOLDMAN SACHS GROUP INC NEW 0.1% +0.1% 2.9 2,886 +2,886 1 +26.0%
ACN funds › ACCENTURE PLC IRELAND ADD 0.1% -0.1% 2.9 23,115 +2,442 2
VISN funds › VISTANCE NETWORKS INC TRIM 0.1% -0.1% 2.8 221,801 -11,337 2 +12.5%
NDAQ funds › NASDAQ INC TRIM 0.1% -0.1% 2.8 35,389 -11,909 2
ETSY funds › ETSY INC NEW 0.1% +0.1% 2.8 36,821 +36,821 1 +232.0% re-entry
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.1% -0.4% 2.6 61,349 -90,114 2
INTU funds › INTUIT TRIM 0.1% -0.8% 2.6 9,816 -28,200 2
SYY funds › SYSCO CORP TRIM 0.1% -0.1% 2.4 29,011 -35,006 2
CUSIP:29786AAL0 funds › ETSY INC HOLD 0.1% -0.0% 2.4 2,500,000 +0 2
CUSIP:902681AB1 funds › UGI CORP NEW HOLD 0.1% -0.0% 2.4 1,750,000 +0 2
DHR funds › DANAHER CORP DEL TRIM 0.1% -0.2% 2.3 12,115 -13,994 2
CUSIP:59001ABF8 funds › MERITAGE HOMES CORP TRIM 0.1% -0.2% 2.3 2,236,000 -3,064,000 2
CUSIP:56087FAD6 funds › MAKEMYTRIP LIMITED MAURITIUS NEW 0.1% +0.1% 2.3 2,500,000 +2,500,000 1
WMT funds › WALMART INC NEW 0.1% +0.1% 2.2 19,476 +19,476 1 -69.6%
JPM funds › JPMORGAN CHASE & CO NEW 0.1% +0.1% 2.1 6,563 +6,563 1 +97.8%
NVT funds › NVENT ELEC PLC TRIM 0.1% -0.4% 2.0 11,892 -60,411 2
ICHR funds › ICHOR HOLDINGS TRIM 0.1% -0.1% 2.0 17,504 -40,080 2 +101.2%
V funds › VISA INC TRIM 0.1% -0.1% 1.9 5,607 -5,458 2 -46.1%
MCK funds › MCKESSON CORP NEW 0.1% +0.1% 1.9 2,541 +2,541 1 +36.5%
UCTT funds › ULTRA CLEAN HLDGS INC TRIM 0.1% -0.1% 1.8 12,851 -38,564 2 +107.0%
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.1% -0.1% 1.8 5,950 -32,677 2 +65.8%
CUSIP:92939UAR7 funds › WEC ENERGY GROUP INC HOLD 0.1% -0.0% 1.7 1,400,000 +0 2
DASH funds › DOORDASH INC NEW 0.1% +0.1% 1.7 9,075 +9,075 1 +206.6%
MTZ funds › MASTEC INC TRIM 0.1% -0.3% 1.7 4,000 -15,448 2
COHR funds › COHERENT CORP TRIM 0.1% -0.1% 1.7 4,193 -8,648 2
AS funds › AMER SPORTS INC NEW 0.1% +0.1% 1.6 47,132 +47,132 1 -27.7%
APTV funds › APTIV PLC TRIM 0.1% -0.5% 1.5 24,944 -118,564 2 -96.6%
CUSIP:57164YAF4 funds › MARRIOTT VACATIONS WORLDWIDE HOLD 0.1% -0.0% 1.5 1,500,000 +0 2
CUSIP:29786AAJ5 funds › ETSY INC HOLD 0.1% -0.0% 1.5 1,438,000 +0 2
DECK funds › DECKERS OUTDOOR CORP TRIM 0.1% -0.1% 1.4 14,587 -6,806 2 -86.3%
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% -0.2% 1.4 4,122 -11,828 2 +117.9%
NFLX funds › NETFLIX INC. TRIM 0.1% -0.1% 1.2 16,578 -2,742 2
CPAY funds › CORPAY INC NEW 0.0% +0.0% 1.1 3,315 +3,315 1 +87.6%
CGNX funds › COGNEX CORP TRIM 0.0% +0.0% 0.9 12,329 -1,375 2
CCI funds › CROWN CASTLE INC NEW 0.0% +0.0% 0.8 11,178 +11,178 1 -72.1%
TMUS funds › T-MOBILE US INC NEW 0.0% +0.0% 0.7 4,205 +4,205 1 -38.7%
COST funds › COSTCO WHOLESALE CORPORATION NEW 0.0% +0.0% 0.6 653 +653 1 -61.4%
GPN funds › GLOBAL PMTS INC TRIM 0.0% -0.5% 0.6 7,707 -137,065 2
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.1% 0.5 1,656 -6,519 2 -42.2%
CUSIP:91332UAB7 funds › UNITY SOFTWARE INC TRIM 0.0% -0.2% 0.4 450,000 -2,793,000 2
MKTX funds › MARKETAXESS HLDGS INC TRIM 0.0% -0.2% 0.4 3,783 -17,147 2 -60.7%
GOOG funds › ALPHABET INC TRIM 0.0% -0.0% 0.4 1,071 -59 2 -1.6% re-entry
PG funds › PROCTER & GAMBLE CO NEW 0.0% +0.0% 0.4 2,402 +2,402 1 -14.5%
SHOP funds › SHOPIFY INC NEW 0.0% +0.0% 0.2 2,159 +2,159 1 +424.6%
CSCO funds › CISCO SYS INC NEW 0.0% +0.0% 0.2 1,975 +1,975 1 -45.9%
AGCO funds › AGCO CORP TRIM Common Stock 0.0% -0.0% 0.2 1,921 -2,770 2
ECXWW funds › ECARX HOLDINGS INC NEW 0.0% +0.0% 0.0 50,000 +50,000 1
CUSIP:854936119 funds › STARDUST PWR INC NEW 0.0% +0.0% 0.0 16,666 +16,666 1
PDYNW funds › PALLADYNE AI CORP NEW 0.0% +0.0% 0.0 50,000 +50,000 1
CUSIP:09263B116 funds › BLACKSKY TECHNOLOGY INC NEW 0.0% +0.0% 0.0 25,000 +25,000 1
BNZIW funds › BANZAI INTERNATIONAL INC NEW 0.0% +0.0% 0.0 50,000 +50,000 1
CUSIP:151190113 funds › CELULARITY INC NEW 0.0% +0.0% 0.0 84,919 +84,919 1
SSNC funds › SS&C TECHNOLOGIES HLDGS INC EXIT 0.0% -0.2% 0.0 0 -52,000 0
TTEK funds › TETRA TECH INC NEW EXIT 0.0% -0.1% 0.0 0 -86,962 0
CUSIP:26441CBY0 funds › DUKE ENERGY CORP NEW EXIT 0.0% -3.3% 0.0 0 -52,368,000 0
CUSIP:62914VAJ5 funds › NIO INC EXIT 0.0% -1.2% 0.0 0 -20,388,000 0
CUSIP:594972AL5 funds › STRATEGY INC EXIT 0.0% -0.3% 0.0 0 -5,160,000 0
CUSIP:767292AB1 funds › RIOT PLATFORMS INC EXIT 0.0% -0.3% 0.0 0 -5,225,000 0
ADBE funds › ADOBE INC EXIT 0.0% -0.1% 0.0 0 -4,000 0 -44.2%
VIRT funds › VIRTU FINL INC EXIT 0.0% -0.1% 0.0 0 -57,500 0
ZWS funds › ZURN ELKAY WATER SOLNS CORP EXIT 0.0% -0.1% 0.0 0 -24,252 0
CUSIP:594972AQ4 funds › STRATEGY INC EXIT 0.0% -0.3% 0.0 0 -4,842,000 0
TPR funds › TAPESTRY INC EXIT 0.0% -0.2% 0.0 0 -20,000 0
PAGS funds › PAGSEGURO DIGITAL LTD EXIT 0.0% -0.1% 0.0 0 -250,000 0
EVTC funds › EVERTEC INC EXIT 0.0% -0.1% 0.0 0 -50,000 0
WAY funds › WAYSTAR HLDG CORP EXIT 0.0% -0.1% 0.0 0 -40,000 0 -50.3%
CUSIP:00971TAN1 funds › AKAMAI TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -2,950,000 0
EPAM funds › EPAM SYS INC EXIT 0.0% -0.1% 0.0 0 -11,500 0 -85.0%
CUSIP:37940XAU6 funds › GLOBAL PMTS INC EXIT 0.0% -1.2% 0.0 0 -24,831,000 0
NOMD funds › NOMAD FOODS LTD EXIT 0.0% -0.2% 0.0 0 -334,349 0
GILD funds › GILEAD SCIENCES INC EXIT 0.0% -0.1% 0.0 0 -12,396 0 +44.1%
BRKR funds › BRUKER CORP EXIT 0.0% -0.1% 0.0 0 -66,216 0
CMS funds › CMS ENERGY CORP EXIT 0.0% -0.3% 0.0 0 -62,589 0
TREX funds › TREX CO INC EXIT 0.0% -0.0% 0.0 0 -11,972 0
PAYC funds › PAYCOM SOFTWARE INC EXIT 0.0% -0.1% 0.0 0 -10,000 0 -86.1%
ZTS funds › ZOETIS INC EXIT 0.0% -0.6% 0.0 0 -93,097 0
CUSIP:03040WBE4 funds › AMERICAN WTR CAP CORP EXIT 0.0% -0.0% 0.0 0 -330,000 0
CUSIP:337932AR8 funds › FIRSTENERGY CORP EXIT 0.0% -0.1% 0.0 0 -894,000 0
STNE funds › STONECO LTD EXIT 0.0% -0.1% 0.0 0 -130,000 0 -107.8% re-entry
CUSIP:87157DAJ8 funds › SYNAPTICS INC EXIT 0.0% -0.3% 0.0 0 -5,879,000 0
BSY funds › BENTLEY SYS INC EXIT 0.0% -0.3% 0.0 0 -172,956 0
ABT funds › ABBOTT LABS EXIT 0.0% -0.1% 0.0 0 -18,304 0
JKHY funds › HENRY JACK & ASSOC INC EXIT 0.0% -0.1% 0.0 0 -12,500 0
PAAS funds › PAN AMERN SILVER CORP EXIT 0.0% -0.6% 0.0 0 -185,993 0
GPK funds › GRAPHIC PACKAGING HLDG CO EXIT 0.0% -0.0% 0.0 0 -40,460 0
LW funds › LAMB WESTON HLDGS INC EXIT 0.0% -0.1% 0.0 0 -27,597 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 2,316 202 0.34 22% 0.011 0.093 in
2026Q1 1,808 183 0.27 23% 0.012 0.159 entered
2025Q4 1,970 185 0.61 20% 0.010 0.000 left
2025Q3 1,953 127 0.55 26% 0.015 0.017 in
2025Q2 1,395 150 0.37 25% 0.014 0.068 entered
2025Q1 1,245 139 0.00 21% 0.012 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