Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Balyasny Asset Management LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000950123-23-005059

Total Value
$39.91B
Positions
3,522
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642871764,017,100$442.9M1.40%
2SPDR S&P 500 ETF TRSPY864,294$353.8M1.12%
3ISHARES TR4642876551,874,926$334.5M1.06%
4MICROSOFT CORPMSFT1,145,800$330.3M1.05%
5CARRIER GLOBAL CORPORATIONCARR6,659,207$304.7M0.97%
6NVIDIA CORPORATIONNVDA1,096,109$304.5M0.97%
7INVESCO QQQ TRIVZ854,900$274.4M0.87%
8WALMART INCWMT1,771,394$261.2M0.83%
9ISHARES TR4642876551,414,300$252.3M0.80%
10SELECT SECTOR SPDR TR81369Y6057,563,600$243.2M0.77%
11FEDEX CORPFDX1,026,471$234.5M0.74%
12SELECT SECTOR SPDR TR81369Y6056,994,700$224.9M0.71%
13TESLA INCTSLA1,025,700$212.8M0.67%
14EMERSON ELEC COEMR2,436,175$212.3M0.67%
15SPDR S&P 500 ETF TRSPY515,000$210.8M0.67%
16NORFOLK SOUTHN CORP655844108967,650$205.1M0.65%
17APPLE INCAAPL1,235,000$203.7M0.65%
18HONEYWELL INTL INC4385161061,033,043$197.4M0.63%
19TAIWAN SEMICONDUCTOR MFG LTD8740391002,121,312$197.3M0.63%
20SELECT SECTOR SPDR TR81369Y8031,241,300$187.4M0.59%
21COMCAST CORP NEWCCZ4,812,198$182.4M0.58%
22BOEING COBA-PA826,782$175.6M0.56%
23SELECT SECTOR SPDR TR81369Y2091,350,100$174.8M0.55%
24BLACKROCK INCBLK253,575$169.7M0.54%
25PULTE GROUP INC7458671012,726,331$158.9M0.50%
26MICROSOFT CORPMSFT550,152$158.6M0.50%
27VMWARE INC9285634021,236,501$154.4M0.49%
28ALBERTSONS COS INC0130911037,380,453$153.4M0.49%
29ISHARES TR4642885131,983,300$149.8M0.48%
30AMETEK INCAME1,011,698$147.0M0.47%
31T-MOBILE US INCTMUSZ988,615$143.2M0.45%
32PENTAIR PLCPNR2,571,333$142.1M0.45%
33ROPER TECHNOLOGIES INCROP322,006$141.9M0.45%
34JPMORGAN CHASE & COVYLD1,082,300$141.0M0.45%
35PROCTER AND GAMBLE CO742718109947,490$140.9M0.45%
36SHELL PLCRYDAF2,438,348$140.3M0.45%
37KEURIG DR PEPPER INCKDP3,943,694$139.1M0.44%
38INGERSOLL RAND INCIR2,382,020$138.6M0.44%
39BROADCOM INCAVGO214,500$137.6M0.44%
40AMAZON COM INCAMZN1,310,478$135.4M0.43%
41SELECT SECTOR SPDR TR81369Y407900,000$134.6M0.43%
42HORIZON THERAPEUTICS PUB LG461881011,226,600$133.9M0.42%
43EVEREST RE GROUP LTDEG372,868$133.5M0.42%
44ISHARES TR4642872343,350,000$132.2M0.42%
45INTEL CORPINTC4,028,337$131.6M0.42%
46VISA INCV573,816$129.4M0.41%
47WASTE MGMT INC DEL94106L109790,173$128.9M0.41%
48TEXAS INSTRS INC882508104681,082$126.7M0.40%
49SHERWIN WILLIAMS COSHW559,510$125.8M0.40%
50MERCADOLIBRE INCMELI95,227$125.5M0.40%
51L3HARRIS TECHNOLOGIES INCLHX632,865$124.2M0.39%
52NORTHROP GRUMMAN CORPNOC267,166$123.4M0.39%
53SYNOPSYS INCSNPS318,211$122.9M0.39%
54GARTNER INCIT375,776$122.4M0.39%
55AMERICAN HOMES 4 RENTAMH-PG3,890,443$122.4M0.39%
56RAYTHEON TECHNOLOGIES CORPRTX1,236,761$121.1M0.38%
57MARATHON OIL CORPMARA5,049,053$121.0M0.38%
58YAMANA GOLD INC98462Y10020,562,784$120.3M0.38%
59ULTA BEAUTY INCULTA219,068$119.5M0.38%
60PALO ALTO NETWORKS INCPANW595,602$119.0M0.38%
61AMERICAN ELEC PWR CO INC0255371011,283,401$116.8M0.37%
62SELECT SECTOR SPDR TR81369Y8521,988,000$115.2M0.37%
63SPDR SER TR78464A6982,603,500$114.2M0.36%
64VENTAS INCVTR2,606,382$113.0M0.36%
65DIAMONDBACK ENERGY INCFANG834,485$112.8M0.36%
66PRICE T ROWE GROUP INCTROW992,540$112.1M0.36%
67WELLS FARGO CO NEW9497461012,992,572$111.9M0.35%
68MCDONALDS CORPMCD398,653$111.5M0.35%
69PIONEER NAT RES CO723787107538,752$110.0M0.35%
70HOWMET AEROSPACE INCHWM2,592,739$109.9M0.35%
71TREX CO INCTREX2,230,366$108.6M0.34%
72TERADYNE INCTER1,009,125$108.5M0.34%
73DEXCOM INCDXCM930,319$108.1M0.34%
74LYONDELLBASELL INDUSTRIES NLYB1,149,655$107.9M0.34%
75OREILLY AUTOMOTIVE INC67103H107126,654$107.5M0.34%
76OTIS WORLDWIDE CORPOTIS1,264,361$106.7M0.34%
77BANK NEW YORK MELLON CORP0640581002,339,791$106.3M0.34%
78ALLSTATE CORPALL-PJ958,082$106.2M0.34%
79ILLUMINA INCILMN456,242$106.1M0.34%
80DISCOVER FINL SVCS2547091081,067,952$105.6M0.33%
81GENERAL MTRS CO37045V1002,875,795$105.5M0.33%
82DIGITAL RLTY TR INC2538681031,066,887$104.9M0.33%
83MARSH & MCLENNAN COS INC571748102625,766$104.2M0.33%
84VICI PPTYS INC9256521093,180,012$103.7M0.33%
85ANSYS INC03662Q105309,987$103.2M0.33%
86LAMB WESTON HLDGS INCLW967,133$101.1M0.32%
87FIRST INDL RLTY TR INC32054K1031,893,136$100.7M0.32%
88NXP SEMICONDUCTORS N VNXPI533,752$99.5M0.32%
89TOLL BROTHERS INCTOL1,620,564$97.3M0.31%
90NORTHERN TR CORPNTRSO1,098,235$96.8M0.31%
91APPLE INCAAPL586,900$96.8M0.31%
92EDWARDS LIFESCIENCES CORPEW1,158,296$95.8M0.30%
93SELECT SECTOR SPDR TR81369Y3081,279,000$95.6M0.30%
94OLD DOMINION FREIGHT LINE INODFL278,278$94.8M0.30%
95HORIZON THERAPEUTICS PUB LG46188101862,406$94.1M0.30%
96SELECT SECTOR SPDR TR81369Y704915,900$92.7M0.29%
97SPDR SER TR78464A6982,105,100$92.3M0.29%
98STARBUCKS CORPSBUX877,904$91.4M0.29%
99ISHARES TR4642872342,204,486$87.0M0.28%
100CMS ENERGY CORPCMS-PC1,414,880$86.8M0.28%
101META PLATFORMS INCMETA403,802$85.6M0.27%
102PAYPAL HLDGS INCPYPL1,123,546$85.3M0.27%
103SMUCKER J M CO832696405537,823$84.6M0.27%
104T-MOBILE US INCTMUSZ570,800$82.7M0.26%
105ALIBABA GROUP HLDG LTDBBAAY800,652$81.8M0.26%
106WYNDHAM HOTELS & RESORTS INCWH1,202,873$81.6M0.26%
107AMERICAN EXPRESS COAXP493,664$81.4M0.26%
108VOYA FINANCIAL INCVOYA-PB1,128,791$80.7M0.26%
109SELECT SECTOR SPDR TR81369Y506970,531$80.4M0.25%
110EVERSOURCE ENERGYES1,012,724$79.3M0.25%
111ALIGN TECHNOLOGY INCALGN234,000$78.2M0.25%
112MIDDLEBY CORPMIDD532,784$78.1M0.25%
113CITIGROUP INCC-PR1,657,320$77.7M0.25%
114UNITEDHEALTH GROUP INCUNH161,006$76.1M0.24%
115LAS VEGAS SANDS CORPLVS1,322,747$76.0M0.24%
116RENAISSANCERE HLDGS LTDRNR-PG373,468$74.8M0.24%
117ARAMARKARMK2,081,418$74.5M0.24%
118ACTIVISION BLIZZARD INC00507V109862,500$73.8M0.23%
119CIENA CORPCIEN1,403,375$73.7M0.23%
120PUBLIC SVC ENTERPRISE GRP IN7445731061,179,111$73.6M0.23%
121KB HOMEKBH1,821,275$73.2M0.23%
122LIFE STORAGE INC53223X107556,348$72.9M0.23%
123UNIVAR SOLUTIONS INC91336L1072,078,620$72.8M0.23%
124MONOLITHIC PWR SYS INC609839105145,426$72.8M0.23%
125AMRYT PHARMA PLC03217L1064,980,300$72.6M0.23%
126FIFTH THIRD BANCORPFITBM2,712,881$72.3M0.23%
127AT&T INCT-PC3,742,713$72.0M0.23%
128ABBVIE INCABBV447,497$71.3M0.23%
129EQUITY RESIDENTIALEQR1,186,315$71.2M0.23%
130HF SINCLAIR CORPDINO1,468,309$71.0M0.23%
131WORKDAY INCWDAY343,846$71.0M0.23%
132VULCAN MATLS CO929160109413,281$70.9M0.22%
133M & T BK CORP55261F104592,934$70.9M0.22%
134WESTLAKE CORPORATIONWLK610,892$70.9M0.22%
135SPDR SER TR78464A6981,614,570$70.8M0.22%
136CADENCE DESIGN SYSTEM INCCDNS333,000$70.0M0.22%
137FREEPORT-MCMORAN INCFCX1,705,716$69.8M0.22%
138FISERV INCFISV614,921$69.5M0.22%
139APARTMENT INCOME REIT CORPAPA1,932,053$69.2M0.22%
140CONOCOPHILLIPSCOP695,046$69.0M0.22%
141DUPONT DE NEMOURS INCDD956,496$68.6M0.22%
142QIAGEN NVQGEN1,484,594$68.2M0.22%
143TRANSDIGM GROUP INCTDG91,847$67.7M0.21%
144PALO ALTO NETWORKS INCPANW337,900$67.5M0.21%
145DOMINOS PIZZA INCDPZ203,927$67.3M0.21%
146CENTERPOINT ENERGY INCCNP2,275,787$67.0M0.21%
147MERCK & CO INCMRK629,587$67.0M0.21%
148EXELIXIS INCEXEL3,442,787$66.8M0.21%
149PEPSICO INCPEP365,662$66.7M0.21%
150LINDE PLCLIN187,060$66.5M0.21%
151BIOGEN INCBIIB237,945$66.2M0.21%
152EASTMAN CHEM COEMN781,469$65.9M0.21%
153NVIDIA CORPORATIONNVDA236,800$65.8M0.21%
154ALNYLAM PHARMACEUTICALS INCALNY325,000$65.1M0.21%
155APTIV PLCAPTV574,356$64.4M0.20%
156SEAGEN INCSE317,380$64.3M0.20%
157HUBSPOT INCHUBS148,390$63.6M0.20%
158ILLUMINA INCILMN273,000$63.5M0.20%
159CHIPOTLE MEXICAN GRILL INCCMG37,157$63.5M0.20%
160CITIGROUP INCC-PR1,351,900$63.4M0.20%
161VICTORIAS SECRET AND CO9264001021,819,907$62.1M0.20%
162FIRST HORIZON CORPORATIONFHN-PH3,475,509$61.8M0.20%
163CINEMARK HLDGS INCCNK48,500,000$61.8M0.20%
164FORTINET INCFTNT926,127$61.6M0.20%
165OCCIDENTAL PETE CORP674599105983,184$61.4M0.19%
166SCHWAB CHARLES CORPSCHW-PJ1,168,100$61.2M0.19%
167DELL TECHNOLOGIES INCDELL1,510,003$60.7M0.19%
168ANNALY CAPITAL MANAGEMENT INNLY-PJ3,168,759$60.6M0.19%
169DEXCOM INCDXCM520,000$60.4M0.19%
170TESLA INCTSLA291,039$60.4M0.19%
171SELECT SECTOR SPDR TR81369Y506723,300$59.9M0.19%
172HEICO CORP NEWHEI-A348,321$59.6M0.19%
173COOPER COS INC216648402159,363$59.5M0.19%
174PPL CORPPPLC2,118,464$58.9M0.19%
175CANADIAN NAT RES LTD1363851011,057,295$58.5M0.19%
176MICRON TECHNOLOGY INCMU959,007$57.9M0.18%
177SEMPRASREA379,312$57.3M0.18%
178AVIS BUDGET GROUPCAR293,100$57.1M0.18%
179CBRE GROUP INCCBRE783,886$57.1M0.18%
180GENUINE PARTS COGPC340,579$57.0M0.18%
181GROUP 1 AUTOMOTIVE INCGPI251,047$56.8M0.18%
182BROADCOM INCAVGO88,000$56.5M0.18%
183ISHARES TR464287655316,000$56.4M0.18%
184SPDR S&P 500 ETF TRSPY137,500$56.3M0.18%
185AMAZON COM INCAMZN544,100$56.2M0.18%
186CAMDEN PPTY TR133131102532,258$55.8M0.18%
187ECOLAB INCECL336,938$55.8M0.18%
188CHEVRON CORP NEWCVX339,000$55.3M0.18%
189SELECT SECTOR SPDR TR81369Y209426,995$55.3M0.18%
190WEATHERFORD INTL PLCG48833118929,076$55.1M0.17%
191AMERICAN WTR WKS CO INC NEW030420103375,991$55.1M0.17%
192BOYD GAMING CORPBYD853,018$54.7M0.17%
193SELECT SECTOR SPDR TR81369Y308732,000$54.7M0.17%
194FRANKLIN RESOURCES INCBEN2,015,479$54.3M0.17%
195NEW YORK CMNTY BANCORP INC6494451035,974,792$54.0M0.17%
196ORGANON & COOGN2,272,246$53.4M0.17%
197AUTONATION INCAN397,240$53.4M0.17%
198BRINKER INTL INC1096411001,388,673$52.8M0.17%
199TEXAS ROADHOUSE INCTXRH487,820$52.7M0.17%
200VERISK ANALYTICS INCVRSK274,403$52.6M0.17%
201BERKSHIRE HATHAWAY INC DELBRK-A170,000$52.5M0.17%
202SKYWORKS SOLUTIONS INCSWKS444,124$52.4M0.17%
203TECHNIPFMC PLCFTI3,828,057$52.3M0.17%
204COLUMBIA SPORTSWEAR COCOLM577,338$52.1M0.17%
205FORTIVE CORPFTV756,839$51.6M0.16%
206KIMBERLY-CLARK CORPKMB383,882$51.5M0.16%
207TRANSOCEAN LTDRIG8,091,800$51.5M0.16%
208WEBSTER FINL CORP9478901091,287,784$50.8M0.16%
209KKR & CO INCKKRT964,645$50.7M0.16%
210FAIR ISAAC CORPFICO71,953$50.6M0.16%
211JPMORGAN CHASE & COVYLD387,600$50.5M0.16%
212WINGSTOP INCWING274,778$50.4M0.16%
213ALNYLAM PHARMACEUTICALS INCALNY251,605$50.4M0.16%
214INTERACTIVE BROKERS GROUP IN45841N107607,035$50.1M0.16%
215ELECTRONIC ARTS INCEA415,089$50.0M0.16%
216ALPHABET INCGOOG478,900$49.7M0.16%
217WESTERN ALLIANCE BANCORPWAL-PA1,391,186$49.4M0.16%
218SENSATA TECHNOLOGIES HLDG PLST985,700$49.3M0.16%
219ACTIVISION BLIZZARD INC00507V109575,900$49.3M0.16%
220PENSKE AUTOMOTIVE GRP INC70959W103347,402$49.3M0.16%
221SELECT SECTOR SPDR TR81369Y704481,987$48.8M0.15%
222CISCO SYS INCCSCO926,200$48.4M0.15%
223CHARTER COMMUNICATIONS INC N16119P108135,000$48.3M0.15%
224TRUIST FINL CORP89832Q1091,400,000$47.7M0.15%
225SUNCOR ENERGY INC NEWSU1,526,702$47.4M0.15%
226MADDEN STEVEN LTD5562691081,310,599$47.2M0.15%
227BURLINGTON STORES INCBURL232,676$47.0M0.15%
228CARDINAL HEALTH INCCAH622,402$47.0M0.15%
229AGREE RLTY CORP008492100682,571$46.8M0.15%
230IRHYTHM TECHNOLOGIES INCIRTC376,598$46.7M0.15%
231BAXTER INTL INC0718131091,147,518$46.5M0.15%
232SELECT SECTOR SPDR TR81369Y407310,553$46.4M0.15%
233KRANESHARES TR5007673061,487,800$46.4M0.15%
234TRAVELERS COMPANIES INCTRV270,556$46.4M0.15%
235SOUTHWEST AIRLS CO8447411081,424,279$46.3M0.15%
236PRINCIPAL FINANCIAL GROUP INPFG621,233$46.2M0.15%
237STMICROELECTRONICS N VSTMEF863,128$46.2M0.15%
238TOWER SEMICONDUCTOR LTDTSEM1,085,593$46.1M0.15%
239SM ENERGY COSM1,636,541$46.1M0.15%
240PERFORMANCE FOOD GROUP COPFGC763,657$46.1M0.15%
241CVS HEALTH CORPCVS613,535$45.6M0.14%
242TRADEWEB MKTS INC892672106576,050$45.5M0.14%
243SMITH A O CORPAOS656,367$45.4M0.14%
244PUBLIC STORAGEPSA-PS150,195$45.4M0.14%
245CANADIAN NATL RY CO136375102381,366$45.0M0.14%
246APPLE INCAAPL271,755$44.8M0.14%
247JD.COM INCJDCMF1,020,336$44.8M0.14%
248METLIFE INCMET-PF772,700$44.8M0.14%
249PERKINELMER INCRVTY334,834$44.6M0.14%
250ANHEUSER BUSCH INBEV SA/NVBUDFF668,419$44.6M0.14%
251OCCIDENTAL PETE CORP674599105702,300$43.8M0.14%
252ALIGN TECHNOLOGY INCALGN131,002$43.8M0.14%
253EXXON MOBIL CORPXOM398,800$43.7M0.14%
254CHURCHILL DOWNS INCCHDN169,775$43.6M0.14%
255CORNING INCGLW1,231,202$43.4M0.14%
256ZIMMER BIOMET HOLDINGS INCZBH332,580$43.0M0.14%
257MOHAWK INDS INC608190104427,969$42.9M0.14%
258SELECT SECTOR SPDR TR81369Y803283,385$42.8M0.14%
259CHEWY INCCHWY1,143,484$42.7M0.14%
260MASCO CORPMAS858,206$42.7M0.14%
261AFLAC INCAFL660,256$42.6M0.14%
262MONGODB INCMDB32,789,000$42.4M0.13%
263MCCORMICK & CO INCMKC-V509,905$42.4M0.13%
264RITCHIE BROS AUCTIONEERS767744105750,000$42.2M0.13%
265BATH & BODY WORKS INCBBWI1,151,271$42.1M0.13%
266BROWN FORMAN CORPBF-B653,316$42.0M0.13%
267ZIONS BANCORPORATION N A9897011071,400,000$41.9M0.13%
268PHILIP MORRIS INTL INC718172109430,388$41.9M0.13%
269BRISTOL-MYERS SQUIBB COCELG-RI602,307$41.7M0.13%
270TYSON FOODS INCTSN700,840$41.6M0.13%
271BP PLCBPPFF1,087,300$41.3M0.13%
272ZTO EXPRESS CAYMAN INCZTOEF1,428,973$41.0M0.13%
273APELLIS PHARMACEUTICALS INCAPLS617,897$40.8M0.13%
274TAKE-TWO INTERACTIVE SOFTWARTTWO339,659$40.5M0.13%
275FLEX LTDFLEX1,760,363$40.5M0.13%
276BOSTON PROPERTIES INCBXP747,817$40.5M0.13%
277MARRIOTT INTL INC NEW571903202242,151$40.2M0.13%
278RHRH164,697$40.1M0.13%
279COCA-COLA EUROPACIFIC PARTNECCEP675,620$40.0M0.13%
280CLOROX CO DELCLX252,693$40.0M0.13%
281BARRICK GOLD CORP0679011082,130,673$39.6M0.13%
282ADIENT PLCADNT964,102$39.5M0.13%
283BANK AMERICA CORP0605051041,379,258$39.4M0.13%
284NETFLIX INCNFLX114,100$39.4M0.13%
285NATIONAL INSTRS CORP636518102747,267$39.2M0.12%
286PALO ALTO NETWORKS INCPANW195,700$39.1M0.12%
287URBAN OUTFITTERS INCURBN1,407,977$39.0M0.12%
288MGM RESORTS INTERNATIONALMGM874,415$38.8M0.12%
289MARTIN MARIETTA MATLS INC573284106108,893$38.7M0.12%
290DEVON ENERGY CORP NEW25179M103760,570$38.5M0.12%
291LXP INDUSTRIAL TRUSTLXP-PC3,732,154$38.5M0.12%
292GOLDMAN SACHS GROUP INCGSCE117,400$38.4M0.12%
293ELANCO ANIMAL HEALTH INCELAN4,067,843$38.2M0.12%
294NEWS CORP NEWNWSLL2,190,995$37.8M0.12%
295KBR INCKBR686,381$37.8M0.12%
29610X GENOMICS INCTXG676,793$37.8M0.12%
297MICROSOFT CORPMSFT130,900$37.7M0.12%
298PNC FINL SVCS GROUP INC693475105296,676$37.7M0.12%
299HUMANA INCHUM77,621$37.7M0.12%
300PINNACLE WEST CAP CORPPNW473,877$37.6M0.12%
301ARES MANAGEMENT CORPORATIONARES-PB449,073$37.5M0.12%
302SOUTHERN COSOMN535,867$37.3M0.12%
303AMERICAN EAGLE OUTFITTERS INAEO2,752,896$37.0M0.12%
304JOHNSON CTLS INTL PLCG51502105614,263$37.0M0.12%
305MAXAR TECHNOLOGIES INC57778K105724,400$37.0M0.12%
306TRANSOCEAN INCRIG24,825,000$37.0M0.12%
307MYRIAD GENETICS INCMYGN1,584,593$36.8M0.12%
308BIO-TECHNE CORPTECH496,030$36.8M0.12%
309HANNON ARMSTRONG SUST INFR C41068XAD237,682,000$36.7M0.12%
310GUARDANT HEALTH INCGH1,560,949$36.6M0.12%
311ANTERO RESOURCES CORPAR1,582,417$36.5M0.12%
312REXFORD INDL RLTY INC76169C100610,439$36.4M0.12%
313COUPANG INCCPNG2,272,614$36.4M0.12%
314ARGENX SEARGX97,525$36.3M0.12%
315CLOUDFLARE INCNET581,787$35.9M0.11%
316MEDICAL PPTYS TRUST INC58463J3044,241,761$34.9M0.11%
317IPG PHOTONICS CORPIPGP282,477$34.8M0.11%
318GLAUKOS CORPGKOS691,899$34.7M0.11%
319GUIDEWIRE SOFTWARE INCGWRE422,024$34.6M0.11%
320XPO INCXPO1,083,852$34.6M0.11%
321MID-AMER APT CMNTYS INC59522J103227,742$34.4M0.11%
322LENNAR CORPLEN-B326,816$34.4M0.11%
323BILL HOLDINGS INCBILL37,338,000$34.3M0.11%
324SILICON MOTION TECHNOLOGY COSIMO522,561$34.2M0.11%
325ISHARES TR464287432320,700$34.1M0.11%
326WESTERN ALLIANCE BANCORPWAL-PA955,400$34.0M0.11%
327SAREPTA THERAPEUTICS INCSRPT245,400$33.8M0.11%
328INTUITIVE SURGICAL INCISRG132,297$33.8M0.11%
329PROLOGIS INC.PLDGP270,758$33.8M0.11%
330ALIBABA GROUP HLDG LTDBBAAY330,000$33.7M0.11%
331OKTA INCOKTA390,786$33.7M0.11%
332AVANTOR INCAVTR1,591,960$33.7M0.11%
333TAYLOR MORRISON HOME CORPTMHC877,675$33.6M0.11%
334ENCOMPASS HEALTH CORPEHC620,000$33.5M0.11%
335CYTOKINETICS INCCYTK952,004$33.5M0.11%
336AMERICAN AIRLS GROUP INC02376R1022,265,153$33.4M0.11%
337SBA COMMUNICATIONS CORP NEWSBAC126,265$33.0M0.10%
338LULULEMON ATHLETICA INCLULU90,406$32.9M0.10%
339INTERNATIONAL BUSINESS MACHSINTR250,600$32.9M0.10%
340RITHM CAPITAL CORPRITM-PF4,101,150$32.8M0.10%
341EAST WEST BANCORP INCEWBC590,076$32.7M0.10%
342TARGA RES CORPTRGP448,886$32.7M0.10%
343UNITED STATES STL CORP NEWUNTCW1,252,910$32.7M0.10%
344PROGRESSIVE CORP743315103228,179$32.6M0.10%
345OVERSTOCK COM INC DELBBBY-WT1,609,806$32.6M0.10%
346MONGODB INCMDB138,736$32.3M0.10%
347WARNER BROS DISCOVERY INCWBD2,137,355$32.3M0.10%
348WAYFAIR INCW935,544$32.1M0.10%
349AMAZON COM INCAMZN310,900$32.1M0.10%
350SUNSTONE HOTEL INVS INC NEW8678921013,248,975$32.1M0.10%
351EQUITABLE HLDGS INCEQH-PC1,258,562$32.0M0.10%
352FIRSTENERGY CORPFE793,361$31.8M0.10%
353APPLIED MATLS INC038222105257,283$31.6M0.10%
354DONALDSON INCDCI483,202$31.6M0.10%
355DEERE & CODE76,400$31.5M0.10%
356ARBOR REALTY TRUST INCABR-PF2,720,819$31.3M0.10%
357LANTHEUS HLDGS INCLNTH377,764$31.2M0.10%
358TRAVELCENTERS OF AMERICA INC89421B109358,601$31.0M0.10%
359RIVIAN AUTOMOTIVE INCRIVN2,000,000$31.0M0.10%
360PURE STORAGE INC74624M1021,210,155$30.9M0.10%
361LIGHT & WONDER INCLAWIL513,861$30.9M0.10%
362LIBERTY ENERGY INCLBRT2,406,120$30.8M0.10%
363SPDR SER TR78464A755579,684$30.8M0.10%
364TECK RESOURCES LTDTCKRF840,338$30.7M0.10%
365QUANTA SVCS INC74762E102183,996$30.7M0.10%
366GILEAD SCIENCES INCGILD368,645$30.6M0.10%
367ISHARES TR464287242278,795$30.6M0.10%
368UNUM GROUPUNMA771,901$30.5M0.10%
369ACCENTURE PLC IRELANDACN106,348$30.4M0.10%
370COMERICA INC200340107700,000$30.4M0.10%
371EQUITY LIFESTYLE PPTYS INC29472R108452,036$30.3M0.10%
372BWX TECHNOLOGIES INCBWXT479,877$30.3M0.10%
373WYNN RESORTS LTDWYNN269,753$30.2M0.10%
374ISHARES TR4642871841,020,000$30.1M0.10%
375COPART INCCPRT399,985$30.1M0.10%
376SELECTIVE INS GROUP INC816300107314,869$30.0M0.10%
377PROCTER AND GAMBLE CO742718109201,700$30.0M0.10%
378TPG INCTPGXL1,020,131$29.9M0.09%
379ROSS STORES INCROST280,068$29.7M0.09%
380BOSTON SCIENTIFIC CORPBSX594,018$29.7M0.09%
381BUMBLE INCBMBL1,508,003$29.5M0.09%
382STANLEY BLACK & DECKER INCSWK364,759$29.4M0.09%
383ISHARES TR464288752417,899$29.4M0.09%
384IVERIC BIO INC46583P1021,202,733$29.3M0.09%
385WOODWARD INCWWD300,463$29.3M0.09%
386AMERICAN FINL GROUP INC OHIO025932104240,270$29.2M0.09%
387BRIXMOR PPTY GROUP INC11120U1051,352,914$29.1M0.09%
388TESLA INCTSLA139,800$29.0M0.09%
389ROYAL GOLD INCRGLD223,490$29.0M0.09%
390MICROCHIP TECHNOLOGY INC.MCHPP345,000$28.9M0.09%
391MICROCHIP TECHNOLOGY INC.MCHPP345,000$28.9M0.09%
392NOKIA CORPNOKBF5,876,865$28.9M0.09%
393BIOMARIN PHARMACEUTICAL INCBMRN296,703$28.9M0.09%
394JANUS HENDERSON GROUP PLCJHG1,082,249$28.8M0.09%
395AVERY DENNISON CORPAVY161,044$28.8M0.09%
396PORTILLOS INC73642K1061,346,532$28.8M0.09%
397DOORDASH INCDASH451,124$28.7M0.09%
398OGE ENERGY CORPOGE759,635$28.6M0.09%
399SHAKE SHACK INCSHAK515,247$28.6M0.09%
400ALLY FINL INC02005N1001,115,346$28.4M0.09%
401NOBLE CORP PLCNE-WT719,926$28.4M0.09%
402NEWELL BRANDS INCNWL2,278,497$28.3M0.09%
403DANAHER CORPORATION235851102112,124$28.3M0.09%
404GLOBUS MED INCGMED497,893$28.2M0.09%
405GENTEX CORPGNTX1,004,944$28.2M0.09%
406INVESCO QQQ TRIVZ87,500$28.1M0.09%
407FORD MTR CO DEL345370CZ128,000,000$28.1M0.09%
408SNAP INCSNAP2,500,000$28.0M0.09%
409GENERAL ELECTRIC CO369604301292,964$28.0M0.09%
410TAIWAN SEMICONDUCTOR MFG LTD874039100300,300$27.9M0.09%
411LILLY ELI & COLLY80,814$27.8M0.09%
412FIDELITY NATL INFORMATION SV31620M106503,643$27.4M0.09%
413ATI INCATI692,160$27.3M0.09%
414BANK AMERICA CORP060505104954,600$27.3M0.09%
415EVOQUA WATER TECHNOLOGIES CO30057T105547,805$27.2M0.09%
416TOPGOLF CALLAWAY BRANDS CORP1311931041,255,319$27.1M0.09%
417MASTERBRAND INCMBC3,366,017$27.1M0.09%
418PROCTER AND GAMBLE CO742718109181,700$27.0M0.09%
419SL GREEN RLTY CORP78440X8871,139,857$26.8M0.09%
420SYNEOS HEALTH INC87166B102751,134$26.8M0.08%
421SPDR SER TR78464A888392,319$26.6M0.08%
422UIPATH INCPATH1,513,322$26.6M0.08%
423ALLISON TRANSMISSION HLDGS IALSN581,452$26.3M0.08%
424SELECT SECTOR SPDR TR81369Y605817,275$26.3M0.08%
425AMERICAN AIRLS GROUP INC02376R1021,770,200$26.1M0.08%
426LAUDER ESTEE COS INC518439104105,026$25.9M0.08%
427ACTIVISION BLIZZARD INC00507V109302,195$25.9M0.08%
428ZILLOW GROUP INCZ22,000,000$25.7M0.08%
429AMERICAN ASSETS TR INCAAT1,382,781$25.7M0.08%
430MADISON SQUARE GRDN SPRT COR55825T103129,507$25.2M0.08%
431CHURCHILL CAPITAL CORP VII17144M1022,488,300$25.2M0.08%
432LYFT INCLYFT2,697,574$25.0M0.08%
433TRONOX HOLDINGS PLCTROX1,733,214$24.9M0.08%
434DELTA AIR LINES INC DELDAL712,714$24.9M0.08%
435TWO HBRS INVT CORP90187B8041,690,673$24.9M0.08%
436SPDR GOLD TRGLD135,000$24.8M0.08%
437RPM INTL INC749685103283,313$24.7M0.08%
438KIMCO RLTY CORP49446R1091,264,904$24.7M0.08%
439BUILDERS FIRSTSOURCE INCBLDR276,943$24.6M0.08%
440KEYCORP4932671081,960,000$24.5M0.08%
441BECTON DICKINSON & COBDX98,606$24.4M0.08%
442ANTERO MIDSTREAM CORPAM2,316,140$24.3M0.08%
443NIKE INCNKE196,400$24.1M0.08%
444HORMEL FOODS CORPHRL599,315$23.9M0.08%
445KITE RLTY GROUP TR49803T3001,136,806$23.8M0.08%
446WESTERN DIGITAL CORP.WDC628,033$23.7M0.08%
447CARNIVAL CORPCUKPF2,330,000$23.6M0.08%
448AMICUS THERAPEUTICS INCFOLD2,117,050$23.5M0.07%
449QUALTRICS INTL INC7476012011,314,264$23.4M0.07%
450AKAMAI TECHNOLOGIES INCAKAM297,369$23.3M0.07%
451HUBSPOT INCHUBS14,570,000$23.2M0.07%
452PNM RES INCTXNM475,608$23.2M0.07%
453NEVRO CORP64157F103640,357$23.1M0.07%
454VALARIS LIMITEDVAL-WT354,743$23.1M0.07%
455PLANET FITNESS INCPLNT296,954$23.1M0.07%
456BLOCK INCBSQKZ335,000$23.0M0.07%
457SELECT SECTOR SPDR TR81369Y852396,228$23.0M0.07%
458INTERNATIONAL GAME TECHNOLOGINTR849,348$22.8M0.07%
459TRANSOCEAN INCRIG11,000,000$22.7M0.07%
460CLEVELAND-CLIFFS INC NEWCLF1,238,208$22.7M0.07%
461ISHARES TR464288513300,000$22.7M0.07%
462CUSHMAN WAKEFIELD PLCCWK2,134,324$22.5M0.07%
463CHART INDS INC16115Q308179,118$22.5M0.07%
464WOLFSPEED INCWOLF15,000,000$22.4M0.07%
465TRUIST FINL CORP89832Q109654,700$22.3M0.07%
466SHOCKWAVE MED INC82489T104102,871$22.3M0.07%
467COTERRA ENERGY INCCTRA908,652$22.3M0.07%
468BANK NEW YORK MELLON CORP064058100490,000$22.3M0.07%
469INTEL CORPINTC675,000$22.1M0.07%
470ALKERMES PLCALKS780,391$22.0M0.07%
471T-MOBILE US INCTMUSZ151,500$21.9M0.07%
472ISHARES TR464287242200,000$21.9M0.07%
473F N B CORP3025201011,879,158$21.8M0.07%
474COSTCO WHSL CORP NEW22160K10543,700$21.7M0.07%
475VANECK ETF TRUST92189F67682,500$21.7M0.07%
476PIPER SANDLER COMPANIESPIPR155,130$21.5M0.07%
477NOVOCURE LTDNVCR356,868$21.5M0.07%
478RADIUS GLOBAL INFRASTRCTRE I7504811031,455,623$21.4M0.07%
479CITIZENS FINL GROUP INCCIA702,500$21.3M0.07%
480NVIDIA CORPORATIONNVDA76,800$21.3M0.07%
481CHILDRENS PL INC NEW168905107528,589$21.3M0.07%
482WINTRUST FINL CORP97650W108290,751$21.2M0.07%
483META PLATFORMS INCMETA100,000$21.2M0.07%
484CHORD ENERGY CORPORATIONCHRD157,281$21.2M0.07%
485CARPENTER TECHNOLOGY CORPCRS472,758$21.2M0.07%
486SALLY BEAUTY HLDGS INCSBH1,351,947$21.1M0.07%
487FIVE9 INCFIVN290,928$21.0M0.07%
488PVH CORPORATIONPVH235,751$21.0M0.07%
489JOHNSON & JOHNSONJNJ135,300$21.0M0.07%
490JOHNSON & JOHNSONJNJ135,300$21.0M0.07%
491COMCAST CORP NEWCCZ552,600$20.9M0.07%
492MISTER CAR WASH INCMCW2,426,440$20.9M0.07%
493UNIVERSAL DISPLAY CORPOLED133,538$20.7M0.07%
494CADENCE BANK12740C103996,977$20.7M0.07%
495COMMERCE BANCSHARES INCCBSH353,368$20.6M0.07%
496DOLBY LABORATORIES INCDLB240,478$20.5M0.07%
497MICROSTRATEGY INCSTRK70,195$20.5M0.07%
498DISH NETWORK CORPORATION25470M1092,196,000$20.5M0.06%
499NOV INCNOV1,105,604$20.5M0.06%
500FEDERATED HERMES INCFHI508,833$20.4M0.06%