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

CAPSTONE INVESTMENT ADVISORS, LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001725547-23-001968

Total Value
$22.22B
Positions
2,081
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ8,319,600$2.98B14.34%
2SPDR S&P 500 ETF TRSPY5,039,500$2.15B10.37%
3INVESCO QQQ TRIVZ6,007,400$2.15B10.36%
4ISHARES TR46428746510,132,600$698.3M3.36%
5ISHARES TR46428723418,267,700$693.3M3.34%
6APPLE INCAAPL2,803,100$479.9M2.31%
7MICROSOFT CORPMSFT1,322,400$417.5M2.01%
8NVIDIA CORPORATIONNVDA755,000$328.4M1.58%
9ISHARES TR4642885133,700,000$272.8M1.31%
10AMAZON COM INCAMZN2,135,000$271.4M1.31%
11MICROSOFT CORPMSFT805,700$254.4M1.22%
12TESLA INCTSLA1,010,800$252.9M1.22%
13SELECT SECTOR SPDR TR81369Y6057,349,100$243.8M1.17%
14META PLATFORMS INCMETA692,100$207.8M1.00%
15ALPHABET INCGOOG1,531,200$200.4M0.96%
16APPLE INCAAPL1,097,200$187.9M0.90%
17ALPHABET INCGOOG1,360,600$179.4M0.86%
18AMAZON COM INCAMZN765,700$97.3M0.47%
19INSIGHT ENTERPRISES INCNSIT45,320,000$96.7M0.47%
20SPDR GOLD TRGLD555,600$95.3M0.46%
21SPDR GOLD TRGLD555,600$95.3M0.46%
22NOVA LTDNVMI58,993,000$90.9M0.44%
23UNITEDHEALTH GROUP INCUNH174,300$87.9M0.42%
24ISHARES TR464287242850,000$86.7M0.42%
25SALESFORCE INCCRM419,900$85.1M0.41%
26SELECT SECTOR SPDR TR81369Y803496,700$81.4M0.39%
27MONGODB INCMDB47,300,000$81.0M0.39%
28SELECT SECTOR SPDR TR81369Y704795,500$80.6M0.39%
29JPMORGAN CHASE & COVYLD551,200$79.9M0.38%
30SELECT SECTOR SPDR TR81369Y6052,278,900$75.6M0.36%
31BROADCOM INCAVGO89,200$74.1M0.36%
32TAIWAN SEMICONDUCTOR MFG LTD874039100850,000$73.9M0.36%
33NVIDIA CORPORATIONNVDA168,600$73.3M0.35%
34META PLATFORMS INCMETA243,000$73.0M0.35%
35SELECT SECTOR SPDR TR81369Y704713,600$72.3M0.35%
36NETFLIX INCNFLX185,800$70.2M0.34%
37ALPHABET INCGOOG519,700$68.0M0.33%
38SPDR S&P 500 ETF TRSPY155,425$66.4M0.32%
39COSTCO WHSL CORP NEW22160K105117,400$66.3M0.32%
40ELI LILLY & COLLY121,100$65.0M0.31%
41BERKSHIRE HATHAWAY INC DELBRK-A182,300$63.9M0.31%
42EXXON MOBIL CORPXOM528,900$62.2M0.30%
43BANK AMERICA CORP0605051042,129,200$58.3M0.28%
44KBR INCKBR24,478,000$57.6M0.28%
45ORACLE CORPORCL-PD531,700$56.3M0.27%
46WALMART INCWMT335,500$53.7M0.26%
47ACTIVISION BLIZZARD INC00507V109571,000$53.5M0.26%
48CISCO SYS INCCSCO972,200$52.3M0.25%
49HOME DEPOT INCHD168,100$50.8M0.24%
50UNITEDHEALTH GROUP INCUNH99,400$50.1M0.24%
51ADOBE INCADBE98,000$50.0M0.24%
52VISA INCV215,400$49.5M0.24%
53ABBVIE INCABBV331,500$49.4M0.24%
54CISCO SYS INCCSCO911,500$49.0M0.24%
55JPMORGAN CHASE & COVYLD333,000$48.3M0.23%
56PROCTER AND GAMBLE CO742718109328,400$47.9M0.23%
57TESLA INCTSLA189,800$47.5M0.23%
58MASTERCARD INCORPORATEDMA119,700$47.4M0.23%
59UNITED STATES STL CORPUNTCW18,500,000$45.7M0.22%
60ISHARES TR46429B697622,029$45.0M0.22%
61ALPHABET INCGOOG341,200$45.0M0.22%
62JAZZ INVESTMENTS I LTD472145AD346,481,000$45.0M0.22%
63ZILLOW GROUP INCZ38,146,000$44.6M0.21%
64ENCORE CAP GROUP INCECR33,424,000$43.6M0.21%
65SELECT SECTOR SPDR TR81369Y852658,300$43.2M0.21%
66INTEL CORPINTC1,210,700$43.0M0.21%
67CATERPILLAR INCCAT156,500$42.7M0.21%
68ZSCALER INCZS35,200,000$42.5M0.20%
69NATERA INCNTRA31,752,000$42.2M0.20%
70JOHNSON & JOHNSONJNJ270,600$42.1M0.20%
71DISNEY WALT CO254687106516,000$41.8M0.20%
72EXACT SCIENCES CORP30063PAA337,371,000$41.0M0.20%
73GOLDMAN SACHS GROUP INCGSCE125,500$40.6M0.20%
74WALMART INCWMT252,300$40.4M0.19%
75IRONWOOD PHARMACEUTICALS INCIRWD40,200,000$39.9M0.19%
76SPDR SER TR78468R556265,000$39.2M0.19%
77SPDR SER TR78468R556265,000$39.2M0.19%
78AKAMAI TECHNOLOGIES INCAKAM32,514,000$38.5M0.19%
79HDFC BANK LTDHDB650,756$38.4M0.18%
80CINEMARK HLDGS INCCNK25,788,000$37.8M0.18%
81BANK AMERICA CORP0605051041,373,500$37.6M0.18%
82HOME DEPOT INCHD124,000$37.5M0.18%
83CONMED CORPCNMD32,244,000$37.3M0.18%
84LIVENT CORPLIVG16,973,000$36.8M0.18%
85ABBVIE INCABBV242,000$36.1M0.17%
86NIKE INCNKE371,100$35.5M0.17%
87VANECK ETF TRUST92189F1061,300,000$35.0M0.17%
88VANECK ETF TRUST92189F1061,300,000$35.0M0.17%
89SELECT SECTOR SPDR TR81369Y704340,021$34.5M0.17%
90DISNEY WALT CO254687106419,500$34.0M0.16%
91SPDR GOLD TRGLD196,013$33.6M0.16%
92ACTIVISION BLIZZARD INC00507V109356,000$33.3M0.16%
93SELECT SECTOR SPDR TR81369Y803201,600$33.0M0.16%
94TEXAS INSTRS INC882508104206,900$32.9M0.16%
95SERVICENOW INCNOW57,800$32.3M0.16%
96INTUITINTU63,100$32.2M0.16%
97CHART INDS INC16115QAE011,000,000$32.0M0.15%
98ORACLE CORPORCL-PD300,500$31.8M0.15%
99WISDOMTREE TRWT358,700$31.7M0.15%
100NATIONAL VISION HLDGS INCEYE32,235,000$31.1M0.15%
101THERMO FISHER SCIENTIFIC INCTMO60,100$30.4M0.15%
102JOHNSON & JOHNSONJNJ191,200$29.8M0.14%
103INTERNATIONAL BUSINESS MACHSINTR212,200$29.8M0.14%
104PERMIAN RESOURCES CORPPR12,507,000$29.6M0.14%
105INVESCO QQQ TRIVZ79,756$28.6M0.14%
106ISHARES TR464287655161,183$28.5M0.14%
107COSTCO WHSL CORP NEW22160K10550,200$28.4M0.14%
108VISA INCV123,200$28.3M0.14%
109CHEVRON CORP NEWCVX167,900$28.3M0.14%
110SPDR SER TR78464A698676,421$28.3M0.14%
111MERCK & CO INCMRK273,100$28.1M0.14%
112SELECT SECTOR SPDR TR81369Y605841,615$27.9M0.13%
113AMAZON COM INCAMZN216,019$27.5M0.13%
114INSMED INCINSM27,031,000$26.9M0.13%
115APPLE INCAAPL155,487$26.6M0.13%
116WAYFAIR INCW22,000,000$26.6M0.13%
117VERIZON COMMUNICATIONS INCVZ803,400$26.0M0.13%
118PROGRESS SOFTWARE CORP743312AB625,000,000$25.9M0.12%
119MASTERCARD INCORPORATEDMA64,700$25.6M0.12%
120ACCENTURE PLC IRELANDACN83,400$25.6M0.12%
121DANAHER CORPORATION235851102102,000$25.3M0.12%
122RTX CORPORATIONRTX347,074$25.0M0.12%
123ISHARES TR464287630183,834$24.9M0.12%
124PEPSICO INCPEP144,000$24.4M0.12%
125UNITED PARCEL SERVICE INCUPS156,200$24.3M0.12%
126DATADOG INCDDOG20,000,000$23.6M0.11%
127INNOVIVA INCINVA23,750,000$23.5M0.11%
128GOLDMAN SACHS GROUP INCGSCE72,638$23.5M0.11%
129ISHARES TR464287655132,000$23.3M0.11%
130DANAHER CORPORATION23585110293,600$23.2M0.11%
131QUALCOMM INCQCOM208,900$23.2M0.11%
132CYTOKINETICS INCCYTK8,020,000$23.1M0.11%
133GENERAL MTRS CO37045V100690,700$22.8M0.11%
134UNION PAC CORPUNP110,200$22.4M0.11%
135CYTOKINETICS INCCYTK26,187,000$22.3M0.11%
136SALESFORCE INCCRM106,600$21.6M0.10%
137GUARDANT HEALTH INCGH31,200,000$21.6M0.10%
138BOEING COBA-PA111,400$21.4M0.10%
139SELECT SECTOR SPDR TR81369Y209165,800$21.3M0.10%
140WISDOMTREE TRWT241,300$21.3M0.10%
141PFIZER INCPFE632,800$21.0M0.10%
142VMWARE INC928563402125,000$20.8M0.10%
143VARONIS SYS INCVRNS17,723,000$20.8M0.10%
144ALTAIR ENGR INC021369AC719,500,000$20.7M0.10%
145REPLIGEN CORPRGEN14,305,000$20.5M0.10%
146SELECT SECTOR SPDR TR81369Y407126,700$20.4M0.10%
147COCA COLA COKO363,300$20.3M0.10%
148HORIZON THERAPEUTICS PUB LG46188101175,000$20.2M0.10%
149HORIZON THERAPEUTICS PUB LG46188101175,000$20.2M0.10%
150WISDOMTREE TRWT225,027$19.9M0.10%
151FIVE9 INCFIVN20,635,000$19.3M0.09%
152ALPHABET INCGOOG146,399$19.3M0.09%
153MGP INGREDIENTS INC NEWMGPI15,500,000$19.1M0.09%
154SELECT SECTOR SPDR TR81369Y209147,200$19.0M0.09%
155COMCAST CORP NEWCCZ425,400$18.9M0.09%
156PAYPAL HLDGS INCPYPL318,800$18.6M0.09%
157BILL HOLDINGS INCBILL18,394,000$18.6M0.09%
158SELECT SECTOR SPDR TR81369Y407115,000$18.5M0.09%
159MESA LABS INC59064RAA720,500,000$18.5M0.09%
160ELI LILLY & COLLY34,400$18.5M0.09%
161LINDE PLCLIN49,600$18.5M0.09%
162TARGET CORPTGT166,900$18.5M0.09%
163WELLS FARGO CO NEW949746101450,700$18.4M0.09%
164EXXON MOBIL CORPXOM156,400$18.4M0.09%
165LUMENTUM HLDGS INCLITE18,510,000$18.4M0.09%
166INTEL CORPINTC516,300$18.4M0.09%
167CYBERARK SOFTWARE LTD23248VAB115,845,000$18.3M0.09%
168MORGAN STANLEYMS-PQ219,400$17.9M0.09%
169NEOGENOMICS INCNEO19,019,000$17.8M0.09%
170WINNEBAGO INDS INC974637AB615,750,000$17.7M0.09%
171MCDONALDS CORPMCD66,500$17.5M0.08%
172AT&T INCT-PC1,163,700$17.5M0.08%
173INTEGRA LIFESCIENCES HLDGS CIART19,000,000$17.4M0.08%
174NETFLIX INCNFLX45,400$17.1M0.08%
175VAREX IMAGING CORPVREX15,000,000$17.0M0.08%
176SEAGEN INCSE80,000$17.0M0.08%
177ANALOG DEVICES INCADI95,200$16.7M0.08%
178APPLIED MATLS INC038222105118,100$16.4M0.08%
179CVS HEALTH CORPCVS230,300$16.1M0.08%
180UNITED RENTALS INCURI36,000$16.0M0.08%
181BLACKLINE INCBL16,000,000$16.0M0.08%
182AMERICAN ELEC PWR CO INC025537101212,400$16.0M0.08%
183ANALOG DEVICES INCADI91,200$16.0M0.08%
184TESLA INCTSLA63,491$15.9M0.08%
185MANNKIND CORPMNKD15,000,000$15.8M0.08%
186NORTHROP GRUMMAN CORPNOC35,900$15.8M0.08%
187PFIZER INCPFE474,813$15.7M0.08%
188S&P GLOBAL INCSPGI43,100$15.7M0.08%
189SAREPTA THERAPEUTICS INCSRPT14,000,000$15.7M0.08%
190DUKE ENERGY CORP NEWDUKB177,600$15.7M0.08%
191LOCKHEED MARTIN CORPLMT38,100$15.6M0.07%
192BERKSHIRE HATHAWAY INC DELBRK-A44,400$15.6M0.07%
193MICRON TECHNOLOGY INCMU228,300$15.5M0.07%
194HCI GROUP INCHCIIP16,400,000$15.5M0.07%
195LOWES COS INC54866110774,400$15.5M0.07%
196EXELON CORPEXC406,600$15.4M0.07%
197STARBUCKS CORPSBUX168,300$15.4M0.07%
198ATI INCATI5,655,000$15.2M0.07%
199TRAVERE THERAPEUTICS INCTVTX23,393,000$15.2M0.07%
200IONIS PHARMACEUTICALS INCIONS15,450,000$15.2M0.07%
201TEXAS INSTRS INC88250810495,300$15.2M0.07%
202WAYFAIR INCW18,341,000$15.1M0.07%
203VERIZON COMMUNICATIONS INCVZ462,944$15.0M0.07%
204BRISTOL-MYERS SQUIBB COCELG-RI257,000$14.9M0.07%
205BROADCOM INCAVGO17,900$14.9M0.07%
206HOME DEPOT INCHD49,124$14.8M0.07%
207IRONWOOD PHARMACEUTICALS INCIRWD15,174,000$14.8M0.07%
208BRISTOL-MYERS SQUIBB COCELG-RI255,112$14.8M0.07%
209INTERDIGITAL INCIDCC12,500,000$14.8M0.07%
210PROCTER AND GAMBLE CO742718109101,000$14.7M0.07%
211VERTEX PHARMACEUTICALS INCVRTX42,200$14.7M0.07%
212FISERV INCFISV129,300$14.6M0.07%
213PROGRESSIVE CORP743315103102,900$14.3M0.07%
214MORGAN STANLEYMS-PQ175,500$14.3M0.07%
215ISHARES TR464287234372,000$14.1M0.07%
216CITIGROUP INCC-PR337,300$13.9M0.07%
217BLOOM ENERGY CORPBE12,400,000$13.6M0.07%
218KENVUE INCKVUE674,383$13.5M0.07%
219NIKE INCNKE141,356$13.5M0.07%
220HUBSPOT INCHUBS7,500,000$13.4M0.06%
221CISCO SYS INCCSCO248,597$13.4M0.06%
222VMWARE INC92856340280,000$13.3M0.06%
223SELECT SECTOR SPDR TR81369Y308192,500$13.2M0.06%
224COCA COLA COKO234,300$13.1M0.06%
225DEERE & CODE34,700$13.1M0.06%
226GENERAL ELECTRIC CO369604301117,700$13.0M0.06%
227INTERNATIONAL BUSINESS MACHSINTR92,600$13.0M0.06%
228HARMONIC INCHLIT10,700,000$13.0M0.06%
229SCHWAB CHARLES CORPSCHW-PJ235,200$12.9M0.06%
230JPMORGAN CHASE & COVYLD88,736$12.9M0.06%
231VANECK ETF TRUST92189F106478,111$12.9M0.06%
232PAYPAL HLDGS INCPYPL218,200$12.8M0.06%
233MERCK & CO INCMRK123,700$12.7M0.06%
234COHERUS BIOSCIENCES INC19249HAB920,698,000$12.7M0.06%
235PALO ALTO NETWORKS INCPANW5,350,000$12.6M0.06%
236PERFICIENT INC71375UAD310,043,000$12.6M0.06%
237CARDLYTICS INCCDLX20,160,000$12.5M0.06%
238STARBUCKS CORPSBUX136,400$12.4M0.06%
239ALTRIA GROUP INCMO292,200$12.3M0.06%
240LAM RESEARCH CORPLRCX19,600$12.3M0.06%
241PNM RES INCTXNM275,000$12.3M0.06%
242NETFLIX INCNFLX31,911$12.0M0.06%
243PFIZER INCPFE361,600$12.0M0.06%
244CVS HEALTH CORPCVS171,180$12.0M0.06%
245INTUITIVE SURGICAL INCISRG40,700$11.9M0.06%
246AMERICAN EXPRESS COAXP79,100$11.8M0.06%
247ACCENTURE PLC IRELANDACN37,900$11.6M0.06%
248MICROSOFT CORPMSFT36,788$11.6M0.06%
249ELEVANCE HEALTH INCELV26,600$11.6M0.06%
250LIVONGO HEALTH INC539183AA112,500,000$11.5M0.06%
251WILLIS TOWERS WATSON PLC LTDWTW54,567$11.4M0.05%
252BLACKROCK INCBLK17,600$11.4M0.05%
253DEXCOM INCDXCM5,000,000$11.3M0.05%
254LYONDELLBASELL INDUSTRIES NLYB119,300$11.3M0.05%
255ADVANCED MICRO DEVICES INCAMD109,300$11.2M0.05%
256ISHARES TR464287242110,001$11.2M0.05%
257NIKE INCNKE116,900$11.2M0.05%
258LOWES COS INC54866110753,700$11.2M0.05%
259MEDTRONIC PLCMDT142,100$11.1M0.05%
260RTX CORPORATIONRTX152,300$11.0M0.05%
261SALESFORCE INCCRM53,818$10.9M0.05%
262DUKE ENERGY CORP NEWDUKB122,162$10.8M0.05%
263SEAGEN INCSE50,000$10.6M0.05%
264AT&T INCT-PC701,843$10.5M0.05%
265TARGET CORPTGT94,911$10.5M0.05%
266AMGEN INCAMGN39,000$10.5M0.05%
267INTUITINTU20,500$10.5M0.05%
268ARM HOLDINGS PLC042068205195,000$10.4M0.05%
269RINGCENTRAL INCRNG12,274,000$10.4M0.05%
270CHEVRON CORP NEWCVX61,600$10.4M0.05%
271DISH NETWORK CORPORATION25470MAF615,000,000$10.1M0.05%
272THERMO FISHER SCIENTIFIC INCTMO19,877$10.1M0.05%
273PEPSICO INCPEP59,200$10.0M0.05%
274JOHNSON & JOHNSONJNJ64,268$10.0M0.05%
275HILTON WORLDWIDE HLDGS INCHLT66,600$10.0M0.05%
276ISHARES TR464288281120,000$9.9M0.05%
277AUTOMATIC DATA PROCESSING INADP41,100$9.9M0.05%
278NEXTERA ENERGY INCNEE-PW171,600$9.8M0.05%
2792U INC90214JAB716,100,000$9.8M0.05%
280VERIZON COMMUNICATIONS INCVZ301,200$9.8M0.05%
281THERMO FISHER SCIENTIFIC INCTMO19,200$9.7M0.05%
282QUALCOMM INCQCOM86,900$9.7M0.05%
283ALPHABET INCGOOG72,969$9.5M0.05%
284ADOBE INCADBE18,600$9.5M0.05%
285NVIDIA CORPORATIONNVDA21,716$9.4M0.05%
286MARRIOTT INTL INC NEW57190320248,000$9.4M0.05%
287BANDWIDTH INCBAND14,500,000$9.4M0.05%
288BANK AMERICA CORP060505104343,842$9.4M0.05%
289MCDONALDS CORPMCD35,400$9.3M0.04%
290OMNICELL COMOMCL10,250,000$9.3M0.04%
291EATON CORP PLCETN43,500$9.3M0.04%
292ALNYLAM PHARMACEUTICALS INCALNY10,000,000$9.3M0.04%
293GILEAD SCIENCES INCGILD123,600$9.3M0.04%
294SEA LTDSE11,500,000$9.2M0.04%
295ISHARES INC464286772156,400$9.2M0.04%
296CAPRI HOLDINGS LIMITEDCPRI175,000$9.2M0.04%
297MONDELEZ INTL INC609207105131,700$9.1M0.04%
298FEDEX CORPFDX34,500$9.1M0.04%
299SYNOPSYS INCSNPS19,900$9.1M0.04%
300STRYKER CORPORATIONSYK33,100$9.0M0.04%
301THE CIGNA GROUP12552310031,500$9.0M0.04%
302LYONDELLBASELL INDUSTRIES NLYB94,900$9.0M0.04%
303SAREPTA THERAPEUTICS INCSRPT5,082,000$9.0M0.04%
304LULULEMON ATHLETICA INCLULU22,900$8.8M0.04%
305PIONEER NAT RES CO72378710738,300$8.8M0.04%
306ACTIVISION BLIZZARD INC00507V10993,500$8.8M0.04%
307PROCTER AND GAMBLE CO74271810959,938$8.7M0.04%
308UNITED PARCEL SERVICE INCUPS55,711$8.7M0.04%
309HONEYWELL INTL INC43851610647,000$8.7M0.04%
310INFOSYS LTDINFY507,270$8.7M0.04%
311ALTAIR ENGR INC021369AA16,429,000$8.7M0.04%
312OPKO HEALTH INCOPK8,775,000$8.7M0.04%
313ISHARES TR464287739110,460$8.6M0.04%
314SHERWIN WILLIAMS COSHW33,700$8.6M0.04%
315OCCIDENTAL PETE CORP674599105132,400$8.6M0.04%
316KENVUE INCKVUE421,700$8.5M0.04%
317METLIFE INCMET-PF134,600$8.5M0.04%
318AIRBNB INCABNB9,500,000$8.4M0.04%
319PHILIP MORRIS INTL INC71817210990,000$8.3M0.04%
320CITIGROUP INCC-PR200,614$8.3M0.04%
321MODERNA INCMRNA78,800$8.1M0.04%
322VALERO ENERGY CORPVLO56,500$8.0M0.04%
323UPSTART HLDGS INCUPST12,000,000$8.0M0.04%
324MCKESSON CORPMCK18,300$8.0M0.04%
325TJX COS INC NEW87254010989,400$7.9M0.04%
326MARATHON PETE CORPMARA52,200$7.9M0.04%
327KLA CORPKLAC17,200$7.9M0.04%
328AFFIRM HLDGS INCAFRM10,500,000$7.9M0.04%
329BENTLEY SYS INCBSY9,002,000$7.8M0.04%
330PEPSICO INCPEP46,034$7.8M0.04%
331CHUBB LIMITEDCB36,900$7.7M0.04%
332STARBUCKS CORPSBUX83,841$7.7M0.04%
333AUTOMATIC DATA PROCESSING INADP31,700$7.6M0.04%
334AMERICAN TOWER CORP NEW03027X10046,300$7.6M0.04%
335CHARTER COMMUNICATIONS INC N16119P10817,200$7.6M0.04%
336ALTRIA GROUP INCMO179,528$7.5M0.04%
337FORD MTR CO DEL345370860599,900$7.5M0.04%
338ABBOTT LABSABLZF76,800$7.4M0.04%
339NEXTERA ENERGY INCNEE-PW129,425$7.4M0.04%
340ALIBABA GROUP HLDG LTDBBAAY85,300$7.4M0.04%
341FISKER INC33813J1061,150,000$7.4M0.04%
342SELECT SECTOR SPDR TR81369Y308106,500$7.3M0.04%
343AKAMAI TECHNOLOGIES INCAKAM7,000,000$7.3M0.04%
344CVS HEALTH CORPCVS104,200$7.3M0.04%
345BECTON DICKINSON & COBDX28,100$7.3M0.03%
346MICROSTRATEGY INCSTRK22,100$7.3M0.03%
347NIO INCNIOIF800,000$7.2M0.03%
348PHILLIPS 66PSX59,400$7.1M0.03%
349WELLS FARGO CO NEW949746101173,203$7.1M0.03%
350MASTERCARD INCORPORATEDMA17,788$7.0M0.03%
351PACIRA BIOSCIENCES INCPCRX7,782,000$7.0M0.03%
352MAKEMYTRIP LIMITED MAURITIUSMMYT6,000,000$7.0M0.03%
353FASTLY INCFSLY8,200,000$7.0M0.03%
354COMCAST CORP NEWCCZ156,500$6.9M0.03%
355AIR PRODS & CHEMS INCAIIR24,400$6.9M0.03%
356NORTHROP GRUMMAN CORPNOC15,700$6.9M0.03%
357IMPINJ INCPI7,912,000$6.9M0.03%
358NEXTERA ENERGY INCNEE-PW120,300$6.9M0.03%
359CADIZ INCCDZIP2,048,676$6.8M0.03%
360ALBERTSONS COS INC013091103295,000$6.7M0.03%
361PAYPAL HLDGS INCPYPL114,037$6.7M0.03%
362MORGAN STANLEYMS-PQ81,429$6.7M0.03%
363MICROSTRATEGY INC594972AC56,110,000$6.6M0.03%
364DIGITALOCEAN HLDGS INCDOCN8,590,000$6.6M0.03%
365ORACLE CORPORCL-PD61,420$6.5M0.03%
366ON SEMICONDUCTOR CORPON69,800$6.5M0.03%
367PROLOGIS INC.PLDGP57,400$6.4M0.03%
368WASTE MGMT INC DEL94106L10942,200$6.4M0.03%
369BOEING COBA-PA33,400$6.4M0.03%
370SELECT SECTOR SPDR TR81369Y50670,500$6.4M0.03%
371SCHWAB CHARLES CORPSCHW-PJ116,054$6.4M0.03%
372SOUTHERN COSOMN97,500$6.3M0.03%
373NOVOCURE LTDNVCR7,250,000$6.3M0.03%
374ARRAY TECHNOLOGIES INCARRY5,500,000$6.3M0.03%
375ALIGN TECHNOLOGY INCALGN20,500$6.3M0.03%
376MOBILEYE GLOBAL INCMBLY150,000$6.2M0.03%
377NEVRO CORP64157FAC76,667,000$6.2M0.03%
378MODEL N INC607525AB86,065,000$6.2M0.03%
379WELLS FARGO CO NEW949746101151,600$6.2M0.03%
380GENERAL MTRS CO37045V100184,711$6.1M0.03%
381REVANCE THERAPEUTICS INC761330AB57,500,000$6.1M0.03%
382MOODYS CORPMCO19,100$6.0M0.03%
383AMERICAN TOWER CORP NEW03027X10036,369$6.0M0.03%
384VISA INCV25,960$6.0M0.03%
385CONSTELLATION BRANDS INCSTZ23,400$5.9M0.03%
386MCDONALDS CORPMCD22,220$5.9M0.03%
387RAPID7 INCRPD5,650,000$5.8M0.03%
388QUALCOMM INCQCOM51,726$5.7M0.03%
389OLD DOMINION FREIGHT LINE INODFL14,000$5.7M0.03%
390BERKSHIRE HATHAWAY INC DELBRK-A16,200$5.7M0.03%
391MODERNA INCMRNA54,862$5.7M0.03%
392HILTON WORLDWIDE HLDGS INCHLT37,600$5.6M0.03%
393CADENCE DESIGN SYSTEM INCCDNS24,100$5.6M0.03%
394DEVON ENERGY CORP NEW25179M103117,300$5.6M0.03%
395SNAP INCSNAP7,500,000$5.6M0.03%
396I3 VERTICALS LLCIIIV6,000,000$5.6M0.03%
397NEOGENOMICS INCNEO7,708,000$5.6M0.03%
398MAPLEBEAR INCCART187,280$5.6M0.03%
399NXP SEMICONDUCTORS N VNXPI27,400$5.5M0.03%
400DEERE & CODE14,500$5.5M0.03%
401ADVANCED MICRO DEVICES INCAMD53,200$5.5M0.03%
402STRYKER CORPORATIONSYK20,000$5.5M0.03%
403LOCKHEED MARTIN CORPLMT13,251$5.4M0.03%
404NORTHROP GRUMMAN CORPNOC12,263$5.4M0.03%
405DELTA AIR LINES INC DELDAL145,800$5.4M0.03%
406MEDTRONIC PLCMDT68,800$5.4M0.03%
407ALARM COM HLDGS INCALRM6,200,000$5.4M0.03%
408LOCKHEED MARTIN CORPLMT13,100$5.4M0.03%
409SELECT SECTOR SPDR TR81369Y88690,500$5.3M0.03%
410APPLIED MATLS INC03822210538,500$5.3M0.03%
411GOLDMAN SACHS GROUP INCGSCE16,400$5.3M0.03%
412ZOETIS INCZTS30,300$5.3M0.03%
413CATERPILLAR INCCAT19,300$5.3M0.03%
414PAYCHEX INCPAYX45,500$5.2M0.03%
415MOLSON COORS BEVERAGE COTAP-A82,400$5.2M0.03%
416PALO ALTO NETWORKS INCPANW22,300$5.2M0.03%
417BECTON DICKINSON & COBDX20,100$5.2M0.03%
418Q2 HLDGS INCQTWO5,917,000$5.2M0.02%
419GENERAL ELECTRIC CO36960430146,800$5.2M0.02%
420KIMBERLY-CLARK CORPKMB42,700$5.2M0.02%
421SILICON MOTION TECHNOLOGY COSIMO100,000$5.1M0.02%
422DISH NETWORK CORPORATION25470M109874,500$5.1M0.02%
423AUTODESK INCADSK24,600$5.1M0.02%
424BOSTON SCIENTIFIC CORPBSX95,900$5.1M0.02%
425MICROCHIP TECHNOLOGY INC.MCHPP64,800$5.1M0.02%
426ATLASSIAN CORPORATIONTEAM25,000$5.0M0.02%
427BIOGEN INCBIIB19,600$5.0M0.02%
428ATLAS ENERGY SOLUTIONS INCAESI225,000$5.0M0.02%
429HP INCHPQ193,700$5.0M0.02%
430INTEL CORPINTC139,809$5.0M0.02%
4313M COMMM53,000$5.0M0.02%
432COCA COLA COKO88,588$5.0M0.02%
433PPG INDS INC69350610737,600$4.9M0.02%
434RAPID7 INCRPD5,682,000$4.9M0.02%
435PNC FINL SVCS GROUP INC69347510539,600$4.9M0.02%
436PERFICIENT INC71375UAF86,000,000$4.8M0.02%
437FREEPORT-MCMORAN INCFCX128,700$4.8M0.02%
438LENNAR CORPLEN-B42,400$4.8M0.02%
439TARGET CORPTGT42,700$4.7M0.02%
440EMERSON ELEC COEMR48,800$4.7M0.02%
441AT&T INCT-PC312,900$4.7M0.02%
442LINDE PLCLIN12,600$4.7M0.02%
443IMAX CORPIMAX5,000,000$4.7M0.02%
444KARYOPHARM THERAPEUTICS INCKPTI7,500,000$4.7M0.02%
445OMEROS CORPOMER7,660,000$4.6M0.02%
446SERVICENOW INCNOW8,300$4.6M0.02%
447CONSTELLATION ENERGY CORPCEG42,300$4.6M0.02%
448T-MOBILE US INCTMUSZ32,900$4.6M0.02%
449TRAVERE THERAPEUTICS INCTVTX514,700$4.6M0.02%
450ON SEMICONDUCTOR CORPON49,500$4.6M0.02%
451CINEMARK HLDGS INCCNK250,000$4.6M0.02%
452PAR TECHNOLOGY CORPPAR5,500,000$4.6M0.02%
453BOEING COBA-PA23,745$4.6M0.02%
454NORFOLK SOUTHN CORP65584410823,100$4.5M0.02%
455SIMON PPTY GROUP INC NEW82880610941,900$4.5M0.02%
456ABCAM PLC000380204200,000$4.5M0.02%
457MICRON TECHNOLOGY INCMU66,400$4.5M0.02%
458SNAP INCSNAP6,500,000$4.5M0.02%
459IQVIA HLDGS INCIQV22,900$4.5M0.02%
460HCA HEALTHCARE INCHCA18,300$4.5M0.02%
461KODIAK GAS SVCS INC50012A108250,000$4.5M0.02%
462LCI INDS501812AB74,750,000$4.4M0.02%
463AMERICAN EXPRESS COAXP29,600$4.4M0.02%
464LAS VEGAS SANDS CORPLVS95,600$4.4M0.02%
465ARISTA NETWORKS INCANET23,800$4.4M0.02%
466MOLSON COORS BEVERAGE COTAP-A68,700$4.4M0.02%
467ALPHATEC HLDGS INCATEC4,520,000$4.4M0.02%
468COPART INCCPRT101,000$4.4M0.02%
469KINDER MORGAN INC DELEP-PC261,300$4.3M0.02%
470ABBOTT LABSABLZF44,700$4.3M0.02%
471AERCAP HOLDINGS NVAER69,009$4.3M0.02%
472FIDELITY NATL INFORMATION SV31620M10678,000$4.3M0.02%
473BEST BUY INCBBY61,700$4.3M0.02%
474COLGATE PALMOLIVE COCL60,100$4.3M0.02%
475GLOBAL PMTS INC37940X10236,900$4.3M0.02%
476UNION PAC CORPUNP20,901$4.3M0.02%
477WILLIAMS COS INC969457100124,500$4.2M0.02%
478ARCHER DANIELS MIDLAND COADM55,600$4.2M0.02%
479US BANCORP DELUSB-PS126,700$4.2M0.02%
480KROGER COKR92,800$4.2M0.02%
481SELECT SECTOR SPDR TR81369Y85263,008$4.1M0.02%
482INNOVIVA INCINVA5,000,000$4.1M0.02%
483CITIGROUP INCC-PR99,900$4.1M0.02%
484KRANESHARES TR500767306150,000$4.1M0.02%
485T-MOBILE US INCTMUSZ29,300$4.1M0.02%
486DOMINION ENERGY INCD91,400$4.1M0.02%
487VEECO INSTRS INC DEL922417AF71,933,000$4.1M0.02%
488PHILIP MORRIS INTL INC71817210943,800$4.1M0.02%
489BROADCOM INCAVGO4,880$4.1M0.02%
490ELEVANCE HEALTH INCELV9,300$4.0M0.02%
491ACCURAY INC DELARAY4,500,000$4.0M0.02%
492LAM RESEARCH CORPLRCX6,400$4.0M0.02%
493HERSHEY COHSY20,000$4.0M0.02%
494VERTEX PHARMACEUTICALS INCVRTX11,500$4.0M0.02%
495AON PLCAON12,300$4.0M0.02%
496UNITY SOFTWARE INCU5,000,000$4.0M0.02%
497GOSSAMER BIO INCGOSS10,000,000$4.0M0.02%
498ROCKWELL AUTOMATION INCROK13,800$3.9M0.02%
499HUMANA INCHUM8,100$3.9M0.02%
500ILLUMINA INCILMN28,500$3.9M0.02%