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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

GROUPAMA ASSET MANAGMENT

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001752724-25-186512

Total Value
$6.04B
Positions
406
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (406)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,088,489$539.8M8.93%
2NVIDIA CORPORATIONNVDA2,391,346$377.2M6.24%
3BROADCOM INCAVGO1,216,448$327.7M5.42%
4APPLE INCAAPL1,201,432$241.6M4.00%
5AMAZON COM INCAMZN1,004,269$224.2M3.71%
6JPMORGAN CHASE & CO.VYLD748,092$214.8M3.55%
7MOTOROLA SOLUTIONS INCMSI427,433$178.9M2.96%
8AGNICO EAGLE MINES LTDAEM1,483,220$172.3M2.85%
9MICRON TECHNOLOGY INCMU1,345,688$167.9M2.78%
10BOSTON SCIENTIFIC CORPBSX1,409,776$150.2M2.48%
11ALPHABET INCGOOG830,321$148.2M2.45%
12META PLATFORMS INCMETA199,079$146.1M2.42%
13PARKER-HANNIFIN CORPPH151,253$106.0M1.75%
14WALMART INCWMT1,041,581$101.3M1.68%
15TECK RESOURCES LTDTCKRF2,160,886$88.0M1.46%
16T-MOBILE US INCTMUSZ362,433$85.3M1.41%
17XPO INCXPO668,627$85.2M1.41%
18ELI LILLY & COLLY104,618$81.1M1.34%
19PALO ALTO NETWORKS INCPANW376,875$75.6M1.25%
20CYBERARK SOFTWARE LTDM2682V108177,313$70.6M1.17%
21BAKER HUGHES COMPANYBKR1,698,140$64.6M1.07%
22THERMO FISHER SCIENTIFIC INCTMO154,162$62.9M1.04%
23CME GROUP INCCME227,813$62.6M1.04%
24MERCK & CO INCMRK783,064$61.9M1.02%
25TJX COS INC NEW872540109493,297$60.9M1.01%
26UNITED RENTALS INCURI79,284$59.7M0.99%
27GE VERNOVA INCGEV108,627$56.5M0.93%
28PROCTER AND GAMBLE CO742718109334,802$53.5M0.89%
29METLIFE INCMET-PF659,175$53.0M0.88%
30PNC FINL SVCS GROUP INC693475105255,679$47.5M0.79%
31TESLA INCTSLA145,788$47.2M0.78%
32NEXTERA ENERGY INCNEE-PW658,388$46.7M0.77%
33ENTERGY CORP NEWENO543,255$44.8M0.74%
34FRANCO NEV CORPFNV275,481$44.4M0.74%
35HONEYWELL INTL INC438516106182,295$41.7M0.69%
36MORGAN STANLEYMS-PQ282,288$39.7M0.66%
37DISNEY WALT CO254687106318,117$38.9M0.64%
38SEMPRASREA513,716$38.7M0.64%
39CITIGROUP INCC-PR448,874$37.9M0.63%
40REGENERON PHARMACEUTICALSREGN67,870$35.4M0.58%
41INTUITIVE SURGICAL INCISRG65,796$35.1M0.58%
42HUBSPOT INCHUBS60,901$33.5M0.55%
43HALLIBURTON COHAL1,572,863$32.4M0.54%
44FERRARI N VRACE73,800$31.0M0.51%
45CADENCE DESIGN SYSTEM INCCDNS95,398$29.1M0.48%
46ABBVIE INCABBV149,687$27.3M0.45%
47WELLTOWER INCWELL179,070$27.2M0.45%
48VERTEX PHARMACEUTICALS INCVRTX61,297$27.1M0.45%
49IONIS PHARMACEUTICALS INCIONS660,957$26.3M0.44%
50EQUINIX INCEQIX31,933$25.1M0.41%
51WATTS WATER TECHNOLOGIES INCWTS99,696$24.5M0.41%
52BERKSHIRE HATHAWAY INC DELBRK-A50,474$24.5M0.41%
53BIONTECH SEBNTX223,225$23.8M0.39%
54HCA HEALTHCARE INCHCA60,623$23.0M0.38%
55COCA COLA COKO325,014$22.9M0.38%
56TAIWAN SEMICONDUCTOR MFG LTD87403910095,825$21.9M0.36%
57AMERICAN TOWER CORP NEW03027X100100,565$21.9M0.36%
58VALERO ENERGY CORPVLO156,852$21.1M0.35%
59ALPHABET INCGOOG113,605$20.2M0.33%
60VISA INCV57,383$20.0M0.33%
61UNITEDHEALTH GROUP INCUNH62,679$19.4M0.32%
62SMURFIT WESTROCK PLCSW608,350$19.3M0.32%
63SCHLUMBERGER LTDSLB561,220$19.1M0.32%
64NATERA INCNTRA104,173$17.5M0.29%
65SERVICENOW INCNOW15,797$16.2M0.27%
66QIAGEN NVQGEN15,000,000$16.1M0.27%
67BANK AMERICA CORP060505104337,137$15.9M0.26%
68ALNYLAM PHARMACEUTICALS INCALNY48,385$15.6M0.26%
69FERRARI N VRACE16,000,000$15.6M0.26%
70CHUBB LIMITEDCB52,893$15.1M0.25%
71COSTCO WHSL CORP NEW22160K10514,863$14.6M0.24%
72LINDE PLCLIN31,386$14.6M0.24%
73WELLS FARGO CO NEW949746101163,557$13.0M0.22%
74SALESFORCE INCCRM47,169$12.9M0.21%
75MADRIGAL PHARMACEUTICALS INCMDGL40,891$12.3M0.20%
76CISCO SYS INCCSCO176,400$12.1M0.20%
77ORACLE CORPORCL-PD53,952$11.3M0.19%
78SERVICE CORP INTL817565104123,844$10.1M0.17%
79ROPER TECHNOLOGIES INCROP17,581$9.9M0.16%
80LAM RESEARCH CORPLRCX96,484$9.4M0.16%
81S&P GLOBAL INCSPGI17,614$9.1M0.15%
82NASDAQ INCNDAQ100,100$8.9M0.15%
83DANAHER CORPORATION23585110243,462$8.6M0.14%
84ECOLAB INCECL31,404$8.4M0.14%
85ABBOTT LABSABLZF62,096$8.3M0.14%
86HOME DEPOT INCHD21,776$8.0M0.13%
87UNION PAC CORPUNP34,360$8.0M0.13%
88NETFLIX INCNFLX5,969$7.9M0.13%
89MASTERCARD INCORPORATEDMA14,316$7.9M0.13%
90WEBSTER FINL CORP947890109143,009$7.8M0.13%
91AT&T INCT-PC278,067$7.8M0.13%
92ADOBE INCADBE19,357$7.5M0.12%
93AMETEK INCAME40,829$7.4M0.12%
94ORLA MNG LTD NEW68634K106559,616$7.3M0.12%
95CRH PLCCRH107,944$7.2M0.12%
96ALAMOS GOLD INC NEWAGI278,429$7.1M0.12%
97WASTE CONNECTIONS INCWCN38,171$7.1M0.12%
98CATERPILLAR INCCAT18,353$7.1M0.12%
99CONSTELLATION ENERGY CORPCEG20,161$6.5M0.11%
100DATADOG INCDDOG6,600,000$6.3M0.10%
101JOHNSON & JOHNSONJNJ39,214$6.0M0.10%
102KLA CORPKLAC6,415$5.7M0.09%
103COINBASE GLOBAL INCCOIN4,750,000$5.6M0.09%
104ADVANCED MICRO DEVICES INCAMD38,291$5.5M0.09%
105MICROSOFT CORPMSFT5,000,000$5.4M0.09%
106NEWMONT CORPNEMCL94,988$5.4M0.09%
107HUBBELL INCHUBB13,190$5.4M0.09%
108ARISTA NETWORKS INCANET52,719$5.2M0.09%
109DARDEN RESTAURANTS INCDRI24,025$5.2M0.09%
110AUTOLIV INCALV45,408$5.1M0.08%
111ALCON AGALC71,129$5.0M0.08%
112INCYTE CORPINCY72,088$4.9M0.08%
113MONGODB INCMDB23,446$4.9M0.08%
114AUTODESK INCADSK15,723$4.8M0.08%
115HEICO CORP NEWHEI-A14,627$4.8M0.08%
116COMCAST CORP NEWCCZ130,053$4.6M0.08%
117STEEL DYNAMICS INCSTLD33,688$4.4M0.07%
118EOG RES INCEOG36,486$4.4M0.07%
119QUALCOMM INCQCOM27,679$4.4M0.07%
120CHIPOTLE MEXICAN GRILL INCCMG78,123$4.3M0.07%
121MOODYS CORPMCO8,439$4.1M0.07%
122PROGRESSIVE CORP74331510315,520$4.1M0.07%
123CYBERARK SOFTWARE LTDM2682V1084,000,000$4.1M0.07%
124EMERSON ELEC COEMR30,524$4.1M0.07%
125EATON CORP PLCETN11,281$4.0M0.07%
126PHILIP MORRIS INTL INC71817210921,854$4.0M0.07%
127PROLOGIS INC.PLDGP37,350$3.9M0.07%
128GILEAD SCIENCES INCGILD35,433$3.9M0.06%
129UBS GROUP AGUBS145,805$3.9M0.06%
130BILL HOLDINGS INCBILL4,450,000$3.9M0.06%
131XYLEM INCXYL29,936$3.8M0.06%
132AMGEN INCAMGN13,763$3.8M0.06%
133DEXCOM INCDXCM4,000,000$3.7M0.06%
134TRANE TECHNOLOGIES PLCTT8,597$3.7M0.06%
135BOOKING HOLDINGS INCBKNG645$3.7M0.06%
136APPLIED MATLS INC03822210519,878$3.6M0.06%
137DEUTSCHE BANK A GD18190898139,922$3.6M0.06%
138PALANTIR TECHNOLOGIES INCPLTR27,136$3.5M0.06%
139SS&C TECHNOLOGIES HLDGS INCSSNC41,279$3.4M0.06%
140ELEVANCE HEALTH INCELV8,797$3.4M0.06%
141KEYSIGHT TECHNOLOGIES INCKEYS19,313$3.2M0.05%
142VULCAN MATLS CO92916010911,972$3.1M0.05%
143REGIONS FINANCIAL CORP NEWRF-PF133,016$3.1M0.05%
144PAYPAL HLDGS INCPYPL41,780$3.1M0.05%
145MEDTRONIC PLCMDT35,387$3.0M0.05%
146SCHWAB CHARLES CORPSCHW-PJ32,954$3.0M0.05%
147MCDONALDS CORPMCD9,980$2.9M0.05%
148CANADIAN NATL RY CO13637510220,435$2.9M0.05%
149GE AEROSPACE36960430111,161$2.8M0.05%
150FISERV INCFISV16,410$2.8M0.05%
151ALLSTATE CORPALL-PJ14,233$2.8M0.05%
152NIKE INCNKE38,436$2.8M0.05%
153ACCENTURE PLC IRELANDACN9,177$2.7M0.04%
154WASTE MGMT INC DEL94106L10911,786$2.7M0.04%
155AVALONBAY CMNTYS INCAWX12,899$2.6M0.04%
156PRUDENTIAL FINL INCPUKPF24,096$2.6M0.04%
157HESS CORPHESM18,420$2.6M0.04%
158WELLTOWER INCWELL1,900,000$2.5M0.04%
159STELLANTIS N.VSTLA286,609$2.5M0.04%
160PG&E CORPPCG-PX1,867,850$2.5M0.04%
161PHILLIPS 66PSX20,951$2.5M0.04%
162CONSTELLATION BRANDS INCSTZ15,452$2.5M0.04%
163HARTFORD INSURANCE GROUP INCHIG-PG19,994$2.5M0.04%
164MONOLITHIC PWR SYS INC6098391053,378$2.5M0.04%
165DENALI THERAPEUTICS INCDNLI175,531$2.5M0.04%
166PARSONS CORP DELPSN2,300,000$2.5M0.04%
167ONEOK INC NEWOKE29,855$2.4M0.04%
168PFIZER INCPFE99,670$2.4M0.04%
169INSULET CORPPODD7,653$2.4M0.04%
170EDISON INTL28102010746,531$2.4M0.04%
171HEALTHPEAK PROPERTIES INCDOC135,222$2.3M0.04%
172PG&E CORPPCG-PX163,195$2.3M0.04%
173VERIZON COMMUNICATIONS INCVZ53,448$2.3M0.04%
174INVITATION HOMES INCINVH68,881$2.3M0.04%
175FAIR ISAAC CORPFICO1,224$2.2M0.04%
176LIVE NATION ENTERTAINMENT INLYV2,000,000$2.2M0.04%
177STRYKER CORPORATIONSYK5,593$2.2M0.04%
178YUM BRANDS INCYUM14,789$2.2M0.04%
179GOLDMAN SACHS GROUP INCGSCE3,164$2.2M0.04%
180JUNIPER NETWORKS INC48203R10459,068$2.2M0.04%
181CENTENE CORP DELCNC39,549$2.1M0.04%
182PUBLIC SVC ENTERPRISE GRP IN74457310625,450$2.1M0.04%
183CARDINAL HEALTH INCCAH12,713$2.1M0.04%
184LULULEMON ATHLETICA INCLULU8,930$2.1M0.03%
185WORKDAY INCWDAY8,840$2.1M0.03%
186FIFTH THIRD BANCORPFITBM50,503$2.1M0.03%
187MSCI INCMSCI3,627$2.1M0.03%
188CLOROX CO DELCLX17,343$2.1M0.03%
189INTERCONTINENTAL EXCHANGE IN45866F10411,253$2.0M0.03%
190MARATHON PETE CORPMARA12,174$2.0M0.03%
191MCKESSON CORPMCK2,789$2.0M0.03%
192VERALTO CORPVLTO19,980$2.0M0.03%
193TEXAS INSTRS INC8825081049,746$2.0M0.03%
194ANALOG DEVICES INCADI8,497$2.0M0.03%
195ATMOS ENERGY CORPATO13,110$2.0M0.03%
196FREEPORT-MCMORAN INCFCX45,239$2.0M0.03%
197NICE LTDNCSYF2,000,000$2.0M0.03%
198CAPITAL ONE FINL CORP14040H1059,312$2.0M0.03%
199ALNYLAM PHARMACEUTICALS INCALNY1,500,000$1.9M0.03%
200LAUDER ESTEE COS INC51843910423,830$1.9M0.03%
201UNITED PARCEL SERVICE INCUPS18,276$1.8M0.03%
202CAMDEN PPTY TR13313110216,238$1.8M0.03%
203TEXAS PACIFIC LAND CORPORATITPL1,747$1.8M0.03%
204IDEX CORP45167R10410,194$1.8M0.03%
205AXON ENTERPRISE INCAXON500,000$1.8M0.03%
206MONDELEZ INTL INC60920710526,422$1.8M0.03%
207AMERICAN EXPRESS COAXP5,593$1.8M0.03%
208KENVUE INCKVUE84,770$1.8M0.03%
209HILTON WORLDWIDE HLDGS INCHLT6,641$1.8M0.03%
210INTERNATIONAL BUSINESS MACHSINTR6,005$1.7M0.03%
211MCCORMICK & CO INCMKC-V22,842$1.7M0.03%
212DUPONT DE NEMOURS INCDD25,251$1.7M0.03%
213UDR INCUDR42,442$1.7M0.03%
214WABTEC9297401088,268$1.7M0.03%
2153M COMMM11,259$1.7M0.03%
216HP INCHPQ68,511$1.7M0.03%
217ALTRIA GROUP INCMO28,662$1.7M0.03%
218CITIZENS FINL GROUP INCCIA37,643$1.7M0.03%
219NXP SEMICONDUCTORS N VNXPI7,667$1.7M0.03%
220ELECTRONIC ARTS INCEA10,481$1.7M0.03%
221DOVER CORPDOV8,957$1.6M0.03%
222VENTAS INCVTR25,839$1.6M0.03%
223SIMON PPTY GROUP INC NEW82880610910,068$1.6M0.03%
224COPART INCCPRT33,521$1.6M0.03%
225KB FINL GROUP INC48241A10519,478$1.6M0.03%
226TYSON FOODS INCTSN28,493$1.6M0.03%
227NEXTERA ENERGY INCNEE-PW1,350,000$1.6M0.03%
228GODADDY INCGDDY8,663$1.6M0.03%
229SNOWFLAKE INCSNOW1,000,000$1.5M0.03%
230FORD MTR CO3453708601,550,000$1.5M0.03%
231INTEL CORPINTC67,207$1.5M0.03%
232HOWMET AEROSPACE INCHWM8,218$1.5M0.03%
233AMERICAN WTR WKS CO INC NEW0304201031,500,000$1.5M0.02%
234AMERICAN INTL GROUP INC02687478417,543$1.5M0.02%
235AUTOMATIC DATA PROCESSING INADP4,702$1.4M0.02%
236HOLOGIC INCHOLX21,942$1.4M0.02%
237DEXCOM INCDXCM16,513$1.4M0.02%
238COOPER COS INC21664850119,898$1.4M0.02%
239APOLLO GLOBAL MGMT INC03769M1069,878$1.4M0.02%
240INTUITINTU1,811$1.4M0.02%
241RESMED INCRSMDF5,492$1.4M0.02%
242BEST BUY INCBBY20,300$1.4M0.02%
243HALOZYME THERAPEUTICS INCHALO1,200,000$1.4M0.02%
244GLOBAL PMTS INC37940X10217,350$1.4M0.02%
245RIVIAN AUTOMOTIVE INCRIVN1,500,000$1.4M0.02%
246NUCOR CORPNUE10,258$1.3M0.02%
247FLUTTER ENTMT PLCG3643J1086,555$1.3M0.02%
248CHARTER COMMUNICATIONS INC N16119P1083,314$1.3M0.02%
249CLOUDFLARE INCNET1,150,000$1.3M0.02%
250VERISK ANALYTICS INCVRSK4,277$1.3M0.02%
251INSMED INCINSM13,175$1.3M0.02%
252KINDER MORGAN INC DELEP-PC44,516$1.3M0.02%
253VARONIS SYS INCVRNS1,250,000$1.3M0.02%
254CVS HEALTH CORPCVS18,525$1.3M0.02%
255AMPHENOL CORP NEW03209510112,828$1.3M0.02%
256LEIDOS HOLDINGS INCLDOS7,849$1.2M0.02%
257MONSTER BEVERAGE CORP NEWMNST19,578$1.2M0.02%
258AIRBNB INCABNB8,969$1.2M0.02%
259STATE STR CORPSTT-PG11,336$1.2M0.02%
260CANADIAN NAT RES LTD13638510137,659$1.2M0.02%
261KEURIG DR PEPPER INCKDP35,880$1.2M0.02%
262BRISTOL-MYERS SQUIBB COCELG-RI25,308$1.2M0.02%
263EVEREST GROUP LTDEG3,473$1.2M0.02%
264HUMANA INCHUM4,808$1.2M0.02%
265AKAMAI TECHNOLOGIES INCAKAM14,522$1.2M0.02%
266WAYFAIR INCW1,000,000$1.1M0.02%
267EXACT SCIENCES CORP30063P1051,200,000$1.1M0.02%
268ILLUMINA INCILMN11,944$1.1M0.02%
269PEPSICO INCPEP8,624$1.1M0.02%
270SNAP INCSNAP1,200,000$1.1M0.02%
271BIOGEN INCBIIB8,918$1.1M0.02%
272BENTLEY SYS INCBSY21,253$1.1M0.02%
273ZOETIS INCZTS7,157$1.1M0.02%
274CINTAS CORPCTAS4,990$1.1M0.02%
275CARRIER GLOBAL CORPORATIONCARR14,916$1.1M0.02%
276DELTA AIR LINES INC DELDAL22,072$1.1M0.02%
277NORWEGIAN CRUISE LINE HLDG LNCLH54,030$1.1M0.02%
278LYFT INCLYFT1,000,000$1.1M0.02%
279RUBRIK INC.RBRK1,000,000$1.0M0.02%
280MP MATERIALS CORPMP600,000$1.0M0.02%
281REPUBLIC SVCS INC7607591004,159$1.0M0.02%
282ROCKWELL AUTOMATION INCROK3,071$1.0M0.02%
283GUIDEWIRE SOFTWARE INCGWRE850,000$1.0M0.02%
284AMRIZE LTDAMRZ25,635$1.0M0.02%
285MERITAGE HOMES CORPMTH1,000,000$976,2980.02%
286NUTANIX INCNTNX700,000$975,9530.02%
287GARMIN LTDGRMN4,673$973,6660.02%
288VEEVA SYS INCVEEV3,345$948,0060.02%
289APTARGROUP INCATR6,040$941,1530.02%
290MIRION TECHNOLOGIES INCMIR800,000$932,3860.02%
291JAZZ PHARMACEUTICALS PLCJAZZ8,718$931,9540.02%
292TE CONNECTIVITY PLCTEL5,514$920,1210.02%
293LUMENTUM HLDGS INCLITE600,000$919,7640.02%
294BILL HOLDINGS INCBILL20,000$911,4000.02%
295WIX COM LTDWIX900,000$893,8350.01%
296ITAU UNIBANCO HLDG S A465562106131,956$873,5490.01%
297FOX CORPFOX16,568$867,3350.01%
298OWENS CORNING NEWOC6,227$859,4510.01%
299ASE TECHNOLOGY HLDG CO LTDASX80,446$851,9230.01%
300TETRA TECH INC NEWTTEK750,000$845,2030.01%
301DR REDDYS LABS LTD25613520354,507$821,4200.01%
302NCR ATLEOS CORPORATIONNATL26,567$785,0550.01%
303SHINHAN FINANCIAL GROUP CO LSHG17,525$776,7080.01%
304BANCO BRADESCO S A059460303255,321$773,6230.01%
305DOORDASH INCDASH3,132$758,9310.01%
306DOORDASH INCDASH700,000$751,3730.01%
307EBAY INC.EBAY9,949$733,8380.01%
308HUNTINGTON INGALLS INDS INC4464131062,980$711,1770.01%
309ZSCALER INCZS2,213$697,8030.01%
310INGERSOLL RAND INCIR8,244$694,7220.01%
311B2GOLD CORPBTG500,000$668,2060.01%
312EQUITY RESIDENTIALEQR9,880$665,4180.01%
313UPWORK INCUPWK700,000$661,0190.01%
314BROWN FORMAN CORPBF-B24,761$655,1760.01%
315VENTAS INCVTR550,000$654,2360.01%
316REPLIGEN CORPRGEN5,190$641,2760.01%
317LAMB WESTON HLDGS INCLW11,950$638,1300.01%
318OSHKOSH CORPOSK5,474$621,9560.01%
319HASBRO INCHAS8,438$617,0710.01%
320DROPBOX INCDBX600,000$603,0960.01%
321LIVE NATION ENTERTAINMENT INLYV3,989$598,3100.01%
322ARCH CAP GROUP LTDG0450A1056,577$594,0350.01%
323MARSH & MCLENNAN COS INC5717481022,704$586,6870.01%
324GUARDANT HEALTH INCGH500,000$576,0610.01%
325SK TELECOM CO LTDSKM24,953$572,4220.01%
326ORMAT TECHNOLOGIES INCORA500,000$557,9070.01%
327TELADOC HEALTH INCTDOC600,000$553,7650.01%
328BOEING COBA-PA2,569$551,1790.01%
329BLACKROCK INCBLK525$550,1060.01%
330EXACT SCIENCES CORP30063P10510,236$549,1610.01%
331BIOMARIN PHARMACEUTICAL INCBMRN9,921$547,3420.01%
332FERROVIAL SEFER11,921$540,3790.01%
333IONIS PHARMACEUTICALS INCIONS500,000$527,3820.01%
334ROYAL CARIBBEAN GROUPV7780T1031,703$527,0960.01%
335IMMUNOCORE HLDGS PLCIMCR600,000$526,8010.01%
336BLACKSTONE INCBX3,409$515,1340.01%
337PAYCHEX INCPAYX3,570$513,8660.01%
338LANTHEUS HLDGS INCLNTH400,000$507,9120.01%
339QIAGEN NVQGEN12,375$507,3750.01%
340ASCENDIS PHARMA A/SASND400,000$505,7550.01%
341MERIT MED SYS INC589889104400,000$505,5730.01%
342NORFOLK SOUTHN CORP6558441081,973$504,7130.01%
343CBRE GROUP INCCBRE3,601$501,9070.01%
344AMERIPRISE FINL INC03076C106940$496,3860.01%
345AXON ENTERPRISE INCAXON603$493,6160.01%
346ESSEX PPTY TR INC2971781051,715$489,4780.01%
347CONOCOPHILLIPSCOP5,403$487,1890.01%
348PENTAIR PLCPNR4,698$486,6190.01%
349CROWDSTRIKE HLDGS INCCRWD968$483,3510.01%
350SYNAPTICS INCSYNA500,000$475,4750.01%
351COINBASE GLOBAL INCCOIN6,000$474,1800.01%
352PULTE GROUP INC7458671014,464$471,0410.01%
353WORKIVA INCWK500,000$463,8790.01%
354ON SEMICONDUCTOR CORPON500,000$463,7940.01%
355AIR PRODS & CHEMS INCAIIR1,640$463,0540.01%
356WILLIAMS COS INC9694571007,225$452,7910.01%
357COLGATE PALMOLIVE COCL5,045$452,2290.01%
358BROADRIDGE FINL SOLUTIONS IN11133T1031,885$451,3630.01%
359KNIGHT-SWIFT TRANSN HLDGS IN49904910410,000$450,2000.01%
360FOMENTO ECONOMICO MEXICANO S3444191064,360$444,6760.01%
361DECKERS OUTDOOR CORPDECK4,164$433,8890.01%
362CORE SCIENTIFIC INC NEW21874A106400,000$427,1680.01%
363NEWS CORP NEWNWSLL14,500$426,7350.01%
364DELL TECHNOLOGIES INCDELL3,421$424,1700.01%
365PACKAGING CORP AMER6951561092,121$401,7390.01%
366KEYCORP49326710823,278$400,8470.01%
367PTC INCPTC2,361$399,7170.01%
368ARCHER DANIELS MIDLAND COADM7,642$397,2310.01%
369REPLIGEN CORPRGEN400,000$396,5730.01%
370PAYCOM SOFTWARE INCPAYC1,686$383,1100.01%
371CYTOKINETICS INCCYTK350,000$379,7810.01%
372MARKETAXESS HLDGS INCMKTX1,727$379,1630.01%
373MOSAIC CO NEWMOS10,525$371,7430.01%
374MARTIN MARIETTA MATLS INC573284106653$359,1830.01%
375CONAGRA BRANDS INCCAG17,579$358,6120.01%
376MARA HOLDINGS INCMARA400,000$352,6740.01%
377ROSS STORES INCROST2,687$343,6670.01%
378HORMEL FOODS CORPHRL11,174$340,4720.01%
379ENPHASE ENERGY INCENPH400,000$327,4060.01%
380ANSYS INC03662Q105935$324,6230.01%
381GARTNER INCIT804$323,8190.01%
382SHIFT4 PMTS INC82452J109300,000$321,7890.01%
383MOLSON COORS BEVERAGE COTAP-A6,539$310,2100.01%
384PRICE T ROWE GROUP INCTROW3,224$309,8260.01%
385BUNGE GLOBAL SABG3,804$305,9940.01%
386KKR & CO INCKKRT2,220$298,1240.00%
387FEDEX CORPFDX1,262$288,8840.00%
388SUZANO S ASUZ30,210$280,9530.00%
389V F CORPVFC23,600$279,4240.00%
390AGILENT TECHNOLOGIES INCA2,274$270,9930.00%
391AFFIRM HLDGS INCAFRM250,000$262,3220.00%
392BECTON DICKINSON & COBDX1,503$256,8030.00%
393ZSCALER INCZS4,000$252,4000.00%
394HAEMONETICS CORP MASSHAE250,000$249,1000.00%
395EPAM SYS INCEPAM1,365$238,7790.00%
396TELUS CORPORATIONTU11,008$238,6530.00%
397TARGA RES CORPTRGP1,344$234,3670.00%
398UNITED AIRLS HLDGS INCUNTCW2,849$225,5840.00%
399EVERSOURCE ENERGYES3,560$225,5620.00%
400MATCH GROUP INC NEWMTCH7,067$218,0170.00%
401ZEBRA TECHNOLOGIES CORPORATIZBRA699$216,1730.00%
402FOUR CORNERS PPTY TR INC35086T1097,926$214,7950.00%
403SPOTIFY TECHNOLOGY S ASPOT259$200,1030.00%
404TECK RESOURCES LTDTCKRF25,000$148,7500.00%
405CYBERARK SOFTWARE LTDM2682V1082,400$122,2560.00%
406PALO ALTO NETWORKS INCPANW9,000$109,3500.00%