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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Hudson Bay Capital Management LP

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001393825-25-000010

Total Value
$32.43B
Positions
1,339
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA11,827,400$1.28B4.18%
2NVIDIA CORPORATIONNVDA10,168,446$1.10B3.59%
3ISHARES TR4642885139,900,000$781.0M2.55%
4ISHARES TR4642876553,625,000$723.2M2.36%
5SPDR S&P 500 ETF TRSPY1,288,800$720.9M2.35%
6TESLA INCTSLA2,608,000$675.9M2.20%
7INVESCO QQQ TRIVZ1,291,000$605.4M1.97%
8MICROSOFT CORPMSFT1,504,500$564.8M1.84%
9TESLA INCTSLA2,005,697$519.8M1.69%
10ADVANCED MICRO DEVICES INCAMD4,750,600$488.1M1.59%
11BERKSHIRE HATHAWAY INC DELBRK-A850,000$452.7M1.48%
12AMAZON COM INCAMZN2,349,900$447.1M1.46%
13FLAGSTAR FINANCIAL INCFLG-PU34,689,439$403.1M1.31%
14APPLE INCAAPL1,745,900$387.8M1.26%
15APPLE INCAAPL1,721,237$382.3M1.25%
16ELI LILLY & COLLY391,083$323.0M1.05%
17FIRSTENERGY CORPFE311,387,000$315.6M1.03%
18CNX RES CORPCNX117,098,000$288.0M0.94%
19SPDR S&P 500 ETF TRSPY500,000$279.7M0.91%
20SOUTHERN COSOMN224,060,000$251.3M0.82%
21COINBASE GLOBAL INCCOIN1,428,500$246.0M0.80%
22AMAZON COM INCAMZN1,278,387$243.2M0.79%
23TAIWAN SEMICONDUCTOR MFG LTD8740391001,449,700$240.7M0.78%
24ISHARES TR4642876551,205,533$240.5M0.78%
25MICROSTRATEGY INCSTRK824,600$237.7M0.77%
26BERKSHIRE HATHAWAY INC DELBRK-A443,510$236.2M0.77%
27MICROSOFT CORPMSFT627,129$235.4M0.77%
28ALPHABET INCGOOG1,445,101$223.5M0.73%
29COINBASE GLOBAL INCCOIN1,225,532$211.1M0.69%
30ADVANCED MICRO DEVICES INCAMD2,034,319$209.0M0.68%
31MICROSTRATEGY INCSTRK707,172$203.9M0.66%
32BOEING COBA-PA1,182,900$201.7M0.66%
33BANK AMERICA CORP0605051044,794,817$200.1M0.65%
34DOLLAR TREE INCDLTR2,500,000$187.7M0.61%
35TAIWAN SEMICONDUCTOR MFG LTD8740391001,106,199$183.6M0.60%
36ALPHABET INCGOOG1,122,900$173.6M0.57%
37ELI LILLY & COLLY203,100$167.7M0.55%
38BROADCOM INCAVGO985,900$165.1M0.54%
39AMGEN INCAMGN524,800$163.5M0.53%
40ADVANCED MICRO DEVICES INCAMD1,576,000$161.9M0.53%
41BERKSHIRE HATHAWAY INC DELBRK-A300,000$159.8M0.52%
42PHILIP MORRIS INTL INC7181721091,005,700$159.6M0.52%
43PHILIP MORRIS INTL INC7181721091,002,602$159.1M0.52%
44DOLLAR TREE INCDLTR2,039,000$153.1M0.50%
45BP PLCBPPFF4,500,000$152.1M0.50%
46ALPHABET INCGOOG956,990$149.5M0.49%
47ABBVIE INCABBV703,900$147.5M0.48%
48TRANSOCEAN INCRIG120,466,000$146.6M0.48%
49BANK AMERICA CORP0605051043,376,000$140.9M0.46%
50TESLA INCTSLA535,200$138.7M0.45%
51ABBVIE INCABBV650,871$136.4M0.44%
52UBER TECHNOLOGIES INCUBER1,859,020$135.4M0.44%
53UBER TECHNOLOGIES INCUBER1,858,100$135.4M0.44%
54INVESCO QQQ TRIVZ276,635$129.7M0.42%
55DISNEY WALT CO2546871061,307,090$129.0M0.42%
56DEXCOM INCDXCM131,901,000$128.5M0.42%
57ARM HOLDINGS PLC0420682051,200,000$128.1M0.42%
58ANALOG DEVICES INCADI601,700$121.3M0.40%
59PG&E CORPPCG-PX114,225,000$121.2M0.39%
60MICROSOFT CORPMSFT321,300$120.6M0.39%
61ASML HOLDING N VASMLF181,800$120.5M0.39%
62ADOBE INCADBE312,800$120.0M0.39%
63SPDR S&P 500 ETF TRSPY213,671$119.5M0.39%
64HESS CORPHESM745,967$119.2M0.39%
65TRANSOCEAN INCRIG115,877,000$118.1M0.39%
66TEXAS INSTRS INC882508104648,300$116.5M0.38%
67CAPITAL ONE FINL CORP14040H105647,250$116.1M0.38%
68META PLATFORMS INCMETA198,500$114.4M0.37%
69OCCIDENTAL PETE CORP6745991624,110,100$113.7M0.37%
70SPDR S&P 500 ETF TRSPY199,900$111.8M0.36%
71ANALOG DEVICES INCADI539,719$108.8M0.35%
72INTUITIVE SURGICAL INCISRG218,200$108.1M0.35%
73BOEING COBA-PA633,332$108.0M0.35%
74ADOBE INCADBE275,500$105.7M0.34%
75HESS CORPHESM660,000$105.4M0.34%
76ASML HOLDING N VASMLF156,751$103.9M0.34%
77PAYPAL HLDGS INCPYPL1,562,600$102.0M0.33%
78BOFA FIN LLC09709UV70101,000,000$100.7M0.33%
79MERCK & CO INCMRK1,109,500$99.6M0.32%
80NVIDIA CORPORATIONNVDA911,000$98.7M0.32%
81CITIGROUP INCC-PR1,380,108$98.0M0.32%
82CITIGROUP INCC-PR1,377,600$97.8M0.32%
83NETFLIX INCNFLX104,500$97.4M0.32%
84DOORDASH INCDASH524,836$95.9M0.31%
85PAYPAL HLDGS INCPYPL1,462,061$95.4M0.31%
86DOORDASH INCDASH514,100$94.0M0.31%
87FLUTTER ENTMT PLCG3643J108411,607$91.2M0.30%
88INTUITIVE SURGICAL INCISRG180,849$89.6M0.29%
89ALIBABA GROUP HLDG LTDBBAAY650,000$85.9M0.28%
90ECHOSTAR CORPSATS75,421,740$84.4M0.28%
91INTERDIGITAL INCIDCC31,000,000$83.4M0.27%
92CADENCE DESIGN SYSTEM INCCDNS325,300$82.7M0.27%
93LPL FINL HLDGS INC50212V100252,579$82.6M0.27%
94MORGAN STANLEYMS-PQ705,100$82.3M0.27%
95MORGAN STANLEYMS-PQ704,153$82.2M0.27%
96TEXAS INSTRS INC882508104457,032$82.1M0.27%
97COSTCO WHSL CORP NEW22160K10586,000$81.3M0.27%
98APPLE INCAAPL352,100$78.2M0.25%
99FLUTTER ENTMT PLCG3643J108350,000$77.5M0.25%
100CISCO SYS INCCSCO1,233,200$76.1M0.25%
101ROBINHOOD MKTS INC7707001021,760,000$73.3M0.24%
102ROBINHOOD MKTS INC7707001021,760,000$73.3M0.24%
103CADENCE DESIGN SYSTEM INCCDNS281,584$71.6M0.23%
104UNITEDHEALTH GROUP INCUNH132,500$69.4M0.23%
105UNITEDHEALTH GROUP INCUNH132,500$69.4M0.23%
106PALANTIR TECHNOLOGIES INCPLTR806,800$68.1M0.22%
107CHEVRON CORP NEWCVX405,100$67.8M0.22%
108INTERNATIONAL BUSINESS MACHSINTR253,400$63.0M0.21%
109INTERNATIONAL BUSINESS MACHSINTR252,283$62.7M0.20%
110ETSY INCETSY1,279,324$60.4M0.20%
111RTX CORPORATIONRTX445,429$59.0M0.19%
112COUSINS PPTYS INC2227955021,962,128$57.9M0.19%
113ALPHABET INCGOOG369,600$57.2M0.19%
114ORACLE CORPORCL-PD406,300$56.8M0.19%
115AMAZON COM INCAMZN295,800$56.3M0.18%
116JOHNSON & JOHNSONJNJ338,600$56.2M0.18%
117PDD HOLDINGS INCPDD473,300$56.0M0.18%
118BROADCOM INCAVGO333,981$55.9M0.18%
119ZSCALER INCZS41,571,000$55.1M0.18%
120JOHNSON & JOHNSONJNJ331,615$55.0M0.18%
121SPDR SER TR78464A698951,834$54.1M0.18%
122AMGEN INCAMGN173,200$54.0M0.18%
123RTX CORPORATIONRTX404,800$53.6M0.17%
124EXXON MOBIL CORPXOM450,000$53.5M0.17%
125DAYFORCE INC15677JAD055,704,000$53.3M0.17%
126EXTRA SPACE STORAGE INCEXR357,278$53.1M0.17%
127INTEL CORPINTC2,323,600$52.8M0.17%
128SELECT SECTOR SPDR TR81369Y6051,050,000$52.3M0.17%
129SELECT SECTOR SPDR TR81369Y506550,000$51.4M0.17%
130T-MOBILE US INCTMUSZ192,400$51.3M0.17%
131DISNEY WALT CO254687106506,800$50.0M0.16%
132RINGCENTRAL INCRNG51,056,000$48.7M0.16%
133ESSEX PPTY TR INC297178105158,359$48.5M0.16%
134NEWMONT CORPNEMCL1,000,000$48.3M0.16%
135NEWMONT CORPNEMCL1,000,000$48.3M0.16%
136PDD HOLDINGS INCPDD405,140$47.9M0.16%
137CROWDSTRIKE HLDGS INCCRWD135,700$47.8M0.16%
138BROADCOM INCAVGO282,100$47.2M0.15%
139SPDR SER TR78464A870575,000$46.6M0.15%
140WELLS FARGO CO NEW949746101647,215$46.5M0.15%
141SCHWAB CHARLES CORPSCHW-PJ590,527$46.2M0.15%
142TEXAS INSTRS INC882508104257,200$46.2M0.15%
143DELL TECHNOLOGIES INCDELL500,000$45.6M0.15%
144VORNADO RLTY TR9290421091,218,813$45.1M0.15%
145COGNEX CORPCGNX1,500,000$44.7M0.15%
146SELECT SECTOR SPDR TR81369Y209300,000$43.8M0.14%
147INTRA-CELLULAR THERAPIES INC46116X101320,000$42.2M0.14%
148MICRON TECHNOLOGY INCMU484,200$42.1M0.14%
149PALO ALTO NETWORKS INCPANW245,737$41.9M0.14%
150PEPSICO INCPEP278,200$41.7M0.14%
151COCA COLA COKO581,600$41.7M0.14%
152SALESFORCE INCCRM155,200$41.6M0.14%
153BIOMARIN PHARMACEUTICAL INCBMRN586,845$41.5M0.14%
154META PLATFORMS INCMETA71,819$41.4M0.13%
155VERINT SYSTEMS INC92343XAC442,913,000$40.8M0.13%
156SERVICENOW INCNOW50,800$40.4M0.13%
157METLIFE INCMET-PF501,830$40.3M0.13%
158METLIFE INCMET-PF500,000$40.1M0.13%
159SERVICENOW INCNOW50,312$40.1M0.13%
160SL GREEN RLTY CORP78440X887679,195$39.2M0.13%
161TXNM ENERGY INCTXNM728,124$38.9M0.13%
162ACADIA RLTY TR0042391091,854,853$38.9M0.13%
163VAIL RESORTS INCMTN40,236,000$38.7M0.13%
164CUBESMARTCUBE899,537$38.4M0.13%
165LINDE PLCLIN82,300$38.3M0.12%
166AMERICAN AIRLS GROUP INC02376R1023,594,300$37.9M0.12%
167INTRA-CELLULAR THERAPIES INC46116X101286,808$37.8M0.12%
168BOOKING HOLDINGS INCBKNG8,100$37.3M0.12%
169COSTCO WHSL CORP NEW22160K10539,400$37.3M0.12%
170INTEL CORPINTC1,639,908$37.2M0.12%
171ETSY INCETSY43,603,000$37.0M0.12%
172AON PLCAON90,070$35.9M0.12%
173AON PLCAON90,000$35.9M0.12%
174QUALCOMM INCQCOM231,900$35.6M0.12%
175ISHARES TR464288513450,000$35.5M0.12%
176DELL TECHNOLOGIES INCDELL380,890$34.7M0.11%
177VICI PPTYS INC9256521091,062,225$34.6M0.11%
178PALANTIR TECHNOLOGIES INCPLTR403,432$34.0M0.11%
179CISCO SYS INCCSCO551,300$34.0M0.11%
180AMEREN CORPAEE336,210$33.8M0.11%
181FIRSTENERGY CORPFE833,137$33.7M0.11%
182SPDR SER TR78464A888344,900$33.4M0.11%
183APPLIED MATLS INC038222105227,100$33.0M0.11%
184INTUITINTU53,500$32.8M0.11%
185MERCK & CO INCMRK362,540$32.5M0.11%
186BAUSCH HEALTH COS INC0717341075,000,000$32.4M0.11%
187SUPER MICRO COMPUTER INCSMCI33,000,000$32.0M0.10%
188NISOURCE INCNI790,559$31.7M0.10%
189IONIS PHARMACEUTICALS INCIONS1,049,900$31.7M0.10%
190KITE RLTY GROUP TR49803T3001,388,971$31.1M0.10%
191META PLATFORMS INCMETA53,500$30.8M0.10%
192NETSTREIT CORPNTST1,945,031$30.8M0.10%
193VANECK ETF TRUST92189F676144,600$30.6M0.10%
194JPMORGAN CHASE & CO.VYLD122,288$30.0M0.10%
195OMNICOM GROUP INCOMC361,200$29.9M0.10%
196GILEAD SCIENCES INCGILD264,900$29.7M0.10%
197COMCAST CORP NEWCCZ802,100$29.6M0.10%
198PEABODY ENERGY CORPBTU2,183,024$29.6M0.10%
199EQUITABLE HLDGS INCEQH-PC566,501$29.5M0.10%
200HONEYWELL INTL INC438516106138,600$29.3M0.10%
201GENERAL MTRS CO37045V100620,000$29.2M0.10%
202EXELON CORPEXC629,154$29.0M0.09%
203FOUR CORNERS PPTY TR INC35086T1091,010,056$29.0M0.09%
204VANGUARD INDEX FDS922908553315,167$28.5M0.09%
205CHAMPIONX CORPORATION15872M104954,337$28.4M0.09%
206AMERICAN HEALTHCARE REIT INCAHR937,759$28.4M0.09%
207PENN ENTERTAINMENT INCPENN1,720,845$28.1M0.09%
208SELECT SECTOR SPDR TR81369Y506300,000$28.0M0.09%
209WALMART INCWMT317,700$27.9M0.09%
210MICRON TECHNOLOGY INCMU319,267$27.7M0.09%
211BAIDU INCBAIDF300,000$27.6M0.09%
212BAIDU INCBAIDF300,000$27.6M0.09%
213BIOGEN INCBIIB200,520$27.4M0.09%
214SELECT SECTOR SPDR TR81369Y605550,000$27.4M0.09%
215SPDR GOLD TRGLD94,475$27.2M0.09%
216NETFLIX INCNFLX28,921$27.0M0.09%
217EXXON MOBIL CORPXOM224,740$26.7M0.09%
218EQUITY RESIDENTIALEQR368,490$26.4M0.09%
219WALMART INCWMT300,000$26.3M0.09%
220TARGET CORPTGT250,000$26.1M0.09%
221TARGET CORPTGT250,000$26.1M0.09%
222INVESCO EXCHANGE TRADED FD TIVZ150,000$26.0M0.08%
223NOVARTIS AGNVSEF231,567$25.8M0.08%
224EXXON MOBIL CORPXOM216,300$25.7M0.08%
225EVERGY INCEVRG371,006$25.6M0.08%
226S&P GLOBAL INCSPGI50,231$25.5M0.08%
227SYNOPSYS INCSNPS59,025$25.3M0.08%
228ALBEMARLE CORPALB-PA350,000$25.2M0.08%
229URBAN EDGE PPTYS91704F1041,324,424$25.2M0.08%
230NETFLIX INCNFLX26,900$25.1M0.08%
231SELECT SECTOR SPDR TR81369Y605500,000$24.9M0.08%
232MONEYLION INC60938K304286,705$24.8M0.08%
233HOST HOTELS & RESORTS INCHST1,741,500$24.7M0.08%
234PALO ALTO NETWORKS INCPANW143,400$24.5M0.08%
235MARRIOTT INTL INC NEW571903202102,622$24.4M0.08%
236VERTEX PHARMACEUTICALS INCVRTX49,841$24.2M0.08%
237VERTEX PHARMACEUTICALS INCVRTX49,800$24.1M0.08%
238STARBUCKS CORPSBUX245,000$24.0M0.08%
239SALESFORCE INCCRM89,500$24.0M0.08%
240XPO INCXPO221,872$23.9M0.08%
241AUTOMATIC DATA PROCESSING INADP77,700$23.7M0.08%
242HOST HOTELS & RESORTS INCHST1,660,513$23.6M0.08%
243LAM RESEARCH CORPLRCX322,900$23.5M0.08%
244INVESCO QQQ TRIVZ48,800$22.9M0.07%
245HEALTHPEAK PROPERTIES INCDOC1,127,091$22.8M0.07%
246NORDSTROM INC655664100928,377$22.7M0.07%
247BRIXMOR PPTY GROUP INC11120U105851,462$22.6M0.07%
248SOUTHERN COSOMN241,678$22.2M0.07%
249ANSYS INC03662Q10569,899$22.1M0.07%
250TAKE-TWO INTERACTIVE SOFTWARTTWO106,177$22.0M0.07%
251MERCADOLIBRE INCMELI11,100$21.7M0.07%
252SAIA INCSAIA61,805$21.6M0.07%
253KLA CORPKLAC31,300$21.3M0.07%
254INTERCONTINENTAL EXCHANGE IN45866F104123,334$21.3M0.07%
255TAPESTRY INCTPR300,000$21.1M0.07%
256BERRY GLOBAL GROUP INC08579W103300,000$20.9M0.07%
257UNITED THERAPEUTICS CORP DELUTHR67,819$20.9M0.07%
258MCDONALDS CORPMCD66,592$20.8M0.07%
259SNOWFLAKE INCSNOW140,000$20.5M0.07%
260XCEL ENERGY INCXELLL285,325$20.2M0.07%
261AMICUS THERAPEUTICS INCFOLD2,470,410$20.2M0.07%
262PINNACLE WEST CAP CORPPNW207,923$19.8M0.06%
263MONSTER BEVERAGE CORP NEWMNST333,500$19.5M0.06%
264TEXAS ROADHOUSE INCTXRH116,236$19.4M0.06%
265AMERICAN ELEC PWR CO INC025537101176,800$19.3M0.06%
266ALLIANT ENERGY CORPLNT299,213$19.3M0.06%
267DIGITAL RLTY TR INC253868103133,247$19.1M0.06%
268FRONTIER COMMUNICATIONS PARE35909D109531,696$19.1M0.06%
269WELLS FARGO CO NEW949746101262,800$18.9M0.06%
270PG&E CORPPCG-PX1,092,266$18.8M0.06%
271TAKE-TWO INTERACTIVE SOFTWARTTWO90,000$18.7M0.06%
272AMERICOLD REALTY TRUST INCCOLD859,816$18.5M0.06%
273SALESFORCE INCCRM68,331$18.3M0.06%
274ALTICE USA INCOPTU6,891,691$18.3M0.06%
275TRANSUNIONTRU220,346$18.3M0.06%
276JUNIPER NETWORKS INC48203R104500,000$18.1M0.06%
277AMERICAN TOWER CORP NEW03027X10082,986$18.1M0.06%
278DRUGS MADE IN AMER ACQUTN COG2847J1041,800,000$18.0M0.06%
279CAPITAL ONE FINL CORP14040H105100,000$17.9M0.06%
280FRONTIER COMMUNICATIONS PARE35909D109500,000$17.9M0.06%
281ZIONS BANCORPORATION N A989701107354,120$17.7M0.06%
282WEC ENERGY GROUP INCWEC159,905$17.4M0.06%
283SIGNET JEWELERS LIMITEDSIG299,900$17.4M0.06%
284DEXCOM INCDXCM19,500,000$17.4M0.06%
285RIVIAN AUTOMOTIVE INCRIVN20,000,000$17.4M0.06%
286NOVO-NORDISK A SNONOF250,000$17.4M0.06%
287ISHARES TR464287432190,000$17.3M0.06%
288EASTGROUP PPTYS INC27727610198,050$17.3M0.06%
289APPLIED MATLS INC038222105118,667$17.2M0.06%
290DUKE ENERGY CORP NEWDUKB140,266$17.1M0.06%
291CONSOLIDATED EDISON INCED154,407$17.1M0.06%
292CHEVRON CORP NEWCVX100,800$16.9M0.05%
293FLOWSERVE CORPFLS342,339$16.7M0.05%
294NEUROCRINE BIOSCIENCES INCNBIX150,380$16.6M0.05%
295BOOKING HOLDINGS INCBKNG3,577$16.5M0.05%
296WORKDAY INCWDAY70,500$16.5M0.05%
297PIEDMONT OFFICE REALTY TR INPDM2,233,525$16.5M0.05%
298SELECT SECTOR SPDR TR81369Y209112,500$16.4M0.05%
299BUILDERS FIRSTSOURCE INCBLDR131,241$16.4M0.05%
300COSTCO WHSL CORP NEW22160K10517,300$16.4M0.05%
301UNUM GROUPUNMA199,190$16.2M0.05%
302AA MISSION ACQUISITION CORPYCY-WT1,552,230$16.2M0.05%
303CAMDEN PPTY TR133131102132,317$16.2M0.05%
304UNITED PARKS & RESORTS INCPRKS350,420$15.9M0.05%
305LOCKHEED MARTIN CORPLMT35,000$15.6M0.05%
306TELEPHONE & DATA SYS INCTDS-PV400,620$15.5M0.05%
307TRAVELERS COMPANIES INCTRV58,260$15.4M0.05%
308AFFIRM HLDGS INCAFRM340,000$15.4M0.05%
309CHEVRON CORP NEWCVX91,508$15.3M0.05%
310CISCO SYS INCCSCO248,015$15.3M0.05%
311SYNOPSYS INCSNPS35,400$15.2M0.05%
312FIRST AMERN FINL CORP31847R102230,896$15.2M0.05%
313GSR III ACQUISITION CORPG4R1031071,500,000$15.1M0.05%
314BLEICHROEDER ACQUISITION CORG1169T1041,500,000$15.0M0.05%
315BIONTECH SEBNTX165,000$15.0M0.05%
316ISHARES TR464288513190,000$15.0M0.05%
317ISHARES TR46428765575,000$15.0M0.05%
318ADOBE INCADBE38,900$14.9M0.05%
319ENTERGY CORP NEWENO173,529$14.8M0.05%
320GILEAD SCIENCES INCGILD131,326$14.7M0.05%
321FIDELITY NATIONAL FINANCIALFNF225,461$14.7M0.05%
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330VANECK ETF TRUST92189F106300,000$13.8M0.04%
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385ISHARES TR464287432120,000$10.9M0.04%
386GATES INDL CORP PLCG39108108591,765$10.9M0.04%
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388VANGUARD INDEX FDS92290836321,050$10.8M0.04%
389ALNYLAM PHARMACEUTICALS INCALNY40,000$10.8M0.04%
390ROYAL CARIBBEAN GROUPV7780T10352,510$10.8M0.04%
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396CONOCOPHILLIPSCOP100,000$10.5M0.03%
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413MARVELL TECHNOLOGY INCMRVL156,600$9.6M0.03%
414LOWES COS INC54866110741,300$9.6M0.03%
415BRISTOL-MYERS SQUIBB COCELG-RI157,300$9.6M0.03%
416MASTERCARD INCORPORATEDMA17,500$9.6M0.03%
417JOHNSON CTLS INTL PLCG51502105119,600$9.6M0.03%
418JACKSON ACQUISITION CO IIJACS-UN950,000$9.6M0.03%
419BURLINGTON STORES INCBURL40,088$9.6M0.03%
420AMERICAN INTL GROUP INC026874784109,700$9.5M0.03%
421AMERICAN INTL GROUP INC026874784109,700$9.5M0.03%
422FORTIVE CORPFTV129,206$9.5M0.03%
423WILLIAMS SONOMA INCWSM59,800$9.5M0.03%
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425PALANTIR TECHNOLOGIES INCPLTR111,700$9.4M0.03%
426ISHARES BITCOIN TRUST ETFIBIT200,000$9.4M0.03%
427SPRINGWORKS THERAPEUTICS INC85205L107211,176$9.3M0.03%
428ROSS STORES INCROST72,198$9.2M0.03%
429TJX COS INC NEW87254010975,700$9.2M0.03%
430FISERV INCFISV41,581$9.2M0.03%
431APPLOVIN CORPAPP34,600$9.2M0.03%
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433DAY ONE BIOPHARMACEUTICALS IDAWN1,150,400$9.1M0.03%
434FEDERAL RLTY INVT TR NEW31374510193,076$9.1M0.03%
435LOWES COS INC54866110739,000$9.1M0.03%
436HOME DEPOT INCHD24,600$9.0M0.03%
437AMERICAN FINL GROUP INC OHIO02593210468,526$9.0M0.03%
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440LENNOX INTL INC52610710716,000$9.0M0.03%
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444SMITH A O CORPAOS134,600$8.8M0.03%
445CAESARS ENTERTAINMENT INC NE12769G100350,087$8.8M0.03%
446COCA COLA COKO122,052$8.7M0.03%
447SMITH A O CORPAOS133,700$8.7M0.03%
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450TJX COS INC NEW87254010971,500$8.7M0.03%
451TRANE TECHNOLOGIES PLCTT25,800$8.7M0.03%
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453PLUM ACQUISITION CORP IVPLMKW850,000$8.5M0.03%
454BOEING COBA-PA50,000$8.5M0.03%
455MID-AMER APT CMNTYS INC59522J10350,847$8.5M0.03%
456COGNIZANT TECHNOLOGY SOLUTIOCTSH111,100$8.5M0.03%
457D R HORTON INC23331A10966,800$8.5M0.03%
458MASCO CORPMAS121,700$8.5M0.03%
459YUM BRANDS INCYUM53,590$8.4M0.03%
460INSTALLED BLDG PRODS INC45780R10149,100$8.4M0.03%
461INSTALLED BLDG PRODS INC45780R10149,000$8.4M0.03%
462CARLISLE COS INC14233910024,600$8.4M0.03%
463MASCO CORPMAS120,400$8.4M0.03%
464MONSTER BEVERAGE CORP NEWMNST142,618$8.3M0.03%
465EATON CORP PLCETN30,651$8.3M0.03%
466CHAMPION HOMES INCSKY87,100$8.3M0.03%
467AUTOZONE INCAZO2,158$8.2M0.03%
468STARBUCKS CORPSBUX82,732$8.1M0.03%
469NEWHOLD INVT CORP IIIG6486E128800,000$8.1M0.03%
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471ARCHER AVIATION INCACHR-WT1,132,173$8.0M0.03%
472KB HOMEKBH138,400$8.0M0.03%
473CONSTELLATION ENERGY CORPCEG39,850$8.0M0.03%
474MERITAGE HOMES CORPMTH113,300$8.0M0.03%
475KB HOMEKBH137,600$8.0M0.03%
476ISHARES TR46428765540,000$8.0M0.03%
477PACKAGING CORP AMER69515610940,210$8.0M0.03%
478ASML HOLDING N VASMLF12,000$8.0M0.03%
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481CHURCH & DWIGHT CO INCCHD71,970$7.9M0.03%
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483TOPBUILD CORPBLD25,700$7.8M0.03%
484BOOKING HOLDINGS INCBKNG1,700$7.8M0.03%
485NEWBURY STR II ACQUISITION CG6439S125774,149$7.8M0.03%
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488GENERAL MTRS CO37045V100165,235$7.8M0.03%
489DICKS SPORTING GOODS INC25339310238,420$7.7M0.03%
490INTUITIVE SURGICAL INCISRG15,600$7.7M0.03%
491INSMED INCINSM100,000$7.6M0.02%
492TOLL BROTHERS INCTOL72,200$7.6M0.02%
493MICROSTRATEGY INCSTRD91,200$7.6M0.02%
494FREEPORT-MCMORAN INCFCX200,000$7.6M0.02%
495TAPESTRY INCTPR107,532$7.6M0.02%
496KEURIG DR PEPPER INCKDP220,517$7.5M0.02%
497BUILDERS FIRSTSOURCE INCBLDR60,300$7.5M0.02%
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499AMERICAN EXPRESS COAXP27,942$7.5M0.02%
500LENNAR CORPLEN-B65,400$7.5M0.02%