whalepapers
Overview/ Maverick Capital Ltd/ Q3 2023

Maverick Capital Ltd

Lee Ainslie · As of Q3 2023 · filed Nov 14, 2023

Q3 2023

Holdings

301 positions · Δ vs prior quarter
CPNG COUPANG INC
$1.31B
29.6%
77,057,866 −2,455,531 −3.1% Reduced
META META PLATFORMS INC-CLASS A
$176.2M
4.0%
586,892 +18,734 +3.3% Added
AMZN AMAZON.COM INC
$176.1M
4.0%
1,385,367 −48,807 −3.4% Reduced
PM PHILIP MORRIS INTERNATIONAL
$172.4M
3.9%
1,862,227 +1,404,217 +306.6% Added
NVDA NVIDIA CORP
$145.8M
3.3%
335,211 −117,168 −25.9% Reduced
UBER UBER TECHNOLOGIES INC
$118.9M
2.7%
2,585,968 −256,489 −9.0% Reduced
RCKT ROCKET PHARMACEUTICALS INC
$115.4M
2.6%
5,629,970 +1,250,000 +28.5% Added
V VISA INC-CLASS A SHARES
$110.1M
2.5%
478,510 +58,576 +13.9% Added
NU NU HOLDINGS LTD/CAYMAN ISL-A
$105.6M
2.4%
14,562,725 +1,168,080 +8.7% Added
MSFT MICROSOFT CORP
$104.7M
2.4%
331,607 +19,733 +6.3% Added
JLL JONES LANG LASALLE INC
$93.6M
2.1%
662,919 −15,901 −2.3% Reduced
STZ CONSTELLATION BRANDS INC-A
$88.7M
2.0%
352,792 −239,329 −40.4% Reduced
BAX BAXTER INTERNATIONAL INC
$83.8M
1.9%
2,219,689 −547,392 −19.8% Reduced
AMZN CALL AMAZON.COM INC
$77.5M
1.8%
610,000 +610,000 New
HUM HUMANA INC
$75.5M
1.7%
155,228 +34,188 +28.2% Added
DASH DOORDASH INC - A
$75.0M
1.7%
944,017 −19,203 −2.0% Reduced
STX SEAGATE TECHNOLOGY HOLDINGS
$73.6M
1.7%
1,115,924 +638,907 +133.9% Added
BABA PUT ALIBABA GROUP HOLDING-SP ADR
$72.0M
1.6%
830,500 +830,500 New
BABA ALIBABA GROUP HOLDING-SP ADR
$72.0M
1.6%
830,459 +830,459 New
UNP UNION PACIFIC CORP
$66.7M
1.5%
327,763 +325,424 +13913.0% Added
CRM SALESFORCE INC
$59.8M
1.4%
294,947 −128,086 −30.3% Reduced
ABCAM PLC
$55.4M
1.3%
2,446,122 +1,946,122 +389.2% Added
TMUS T-MOBILE US INC
$54.3M
1.2%
387,640 −7,560 −1.9% Reduced
WDAY WORKDAY INC-CLASS A
$51.6M
1.2%
240,175 −53,659 −18.3% Reduced
DPZ DOMINO'S PIZZA INC
$50.9M
1.1%
134,418 −99,814 −42.6% Reduced
XYZ BLOCK INC
$41.9M
0.9%
946,070 +330,577 +53.7% Added
IMGNEUR IMMUNOGEN INC
$40.0M
0.9%
2,518,527 −1,268,371 −33.5% Reduced
MELI MERCADOLIBRE INC
$39.8M
0.9%
31,414 −3,287 −9.5% Reduced
PGR PROGRESSIVE CORP
$38.0M
0.9%
272,659 +272,659 New
WAVE LIFE SCIENCES LTD
$37.9M
0.9%
6,594,319 −2,459 −0.0% Reduced
PTC PTC INC
$37.5M
0.8%
264,368 +264,368 New
CEG CONSTELLATION ENERGY
$36.6M
0.8%
335,616 −624,869 −65.1% Reduced
DHR DANAHER CORP
$35.8M
0.8%
144,458 −7,962 −5.2% Reduced
SCHW SCHWAB (CHARLES) CORP
$35.8M
0.8%
651,706 +651,706 New
TWLO TWILIO INC - A
$35.4M
0.8%
605,661 +107,890 +21.7% Added
CBRE CBRE GROUP INC - A
$30.4M
0.7%
411,642 −24,312 −5.6% Reduced
USFD US FOODS HOLDING CORP
$30.2M
0.7%
761,960 −847,534 −52.7% Reduced
INSTRUCTURE HLDGS INC
$28.7M
0.6%
1,131,367 −38,669 −3.3% Reduced
CNC CENTENE CORP
$26.5M
0.6%
384,406 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$25.8M
0.6%
296,888 +191,259 +181.1% Added
CLSEUR CELESTICA INC
$19.8M
0.4%
806,561 +806,561 New
LRCXEUR LAM RESEARCH CORP
$17.4M
0.4%
27,812 −470 −1.7% Reduced
SWTXUSD SPRINGWORKS THERAPEUTICS INC
$14.7M
0.3%
637,760 +637,760 New
GLOBAL TECHNOLGY ACQSTN CORP
$13.0M
0.3%
1,200,000 Held
AHCO ADAPTHEALTH CORP
$11.4M
0.3%
1,251,370 −585,636 −31.9% Reduced
CAREMAX INC
$10.7M
0.2%
5,068,770 +830,591 +19.6% Added
STEP STEPSTONE GROUP INC-CLASS A
$9.5M
0.2%
300,519 +300,519 New
ATRAGBX ATARA BIOTHERAPEUTICS INC
$9.3M
0.2%
6,290,713 Held
IVVD INVIVYD INC
$9.0M
0.2%
5,270,290 +2,931,917 +125.4% Added
CRISEUR CURIS INC
$3.8M
0.1%
582,273 +582,273 New
BBWI BATH & BODY WORKS INC
$3.6M
0.1%
106,621 +106,621 New
AEO AMERICAN EAGLE OUTFITTERS
$3.4M
0.1%
203,004 −89,759 −30.7% Reduced
WSM WILLIAMS-SONOMA INC
$3.4M
0.1%
21,664 +21,664 New
WING WINGSTOP INC
$3.3M
0.1%
18,131 +18,131 New
CRBU CARIBOU BIOSCIENCES INC
$3.1M
0.1%
652,542 Held
CSCO CISCO SYSTEMS INC
$2.8M
0.1%
51,160 −65,925 −56.3% Reduced
NOW SERVICENOW INC
$2.6M
0.1%
4,647 +4,647 New
PLAY DAVE & BUSTER'S ENTERTAINMEN
$2.6M
0.1%
69,068 +45,940 +198.6% Added
PG PROCTER & GAMBLE CO
$2.5M
0.1%
17,349 +17,349 New
ABT ABBOTT LABORATORIES
$2.4M
0.1%
24,783 +24,783 New
AZO AUTOZONE INC
$2.4M
0.1%
936 +936 New
GOOGL ALPHABET INC-CL A
$2.4M
0.1%
17,992 −4,065 −18.4% Reduced
FTNT FORTINET INC
$2.3M
0.1%
39,602 −20,111 −33.7% Reduced
SPOT SPOTIFY TECHNOLOGY SA
$2.3M
0.1%
14,899 +59 +0.4% Added
SFM SPROUTS FARMERS MARKET INC
$2.3M
0.1%
53,732 +53,732 New
EXPE EXPEDIA GROUP INC
$2.3M
0.1%
22,092 −145,750 −86.8% Reduced
HPQ HP INC
$2.3M
0.1%
88,500 +88,500 New
CAKE CHEESECAKE FACTORY INC
$2.2M
0.1%
74,113 −43,957 −37.2% Reduced
EYE NATIONAL VISION HOLDINGS INC
$2.2M
0.1%
138,619 +85,766 +162.3% Added
PEP PEPSICO INC
$2.1M
0.0%
12,514 +12,514 New
URBN URBAN OUTFITTERS INC
$2.1M
0.0%
64,780 −42,708 −39.7% Reduced
DG DOLLAR GENERAL CORP
$2.1M
0.0%
19,852 +19,852 New
RL RALPH LAUREN CORP
$2.1M
0.0%
17,689 +17,689 New
ADBE ADOBE INC
$2.1M
0.0%
4,027 +3,543 +732.0% Added
CASY CASEY'S GENERAL STORES INC
$2.0M
0.0%
7,371 +7,371 New
CCI CROWN CASTLE INC
$2.0M
0.0%
21,440 +21,440 New
DKNG DRAFTKINGS INC-CL A
$1.9M
0.0%
64,071 +64,071 New
AMD ADVANCED MICRO DEVICES
$1.8M
0.0%
17,818 −9,647 −35.1% Reduced
TRIP TRIPADVISOR INC
$1.7M
0.0%
105,039 +82,621 +368.5% Added
EAT BRINKER INTERNATIONAL INC
$1.7M
0.0%
54,435 −18,408 −25.3% Reduced
MU MICRON TECHNOLOGY INC
$1.7M
0.0%
25,005 −8,744 −25.9% Reduced
PRKS UNITED PARKS & RESORTS INC
$1.7M
0.0%
36,679 +36,679 New
FDX FEDEX CORP
$1.7M
0.0%
6,352 +3,935 +162.8% Added
SBUX STARBUCKS CORP
$1.7M
0.0%
18,108 +18,108 New
SHW SHERWIN-WILLIAMS CO
$1.6M
0.0%
6,450 −7,061 −52.3% Reduced
HAIN HAIN CELESTIAL GROUP INC
$1.6M
0.0%
157,483 +60,815 +62.9% Added
TAP MOLSON COORS BEVERAGE CO - B
$1.6M
0.0%
25,526 −30,826 −54.7% Reduced
EQIX EQUINIX INC
$1.6M
0.0%
2,203 +2,203 New
JWNUSD NORDSTROM INC
$1.6M
0.0%
106,530 −155,794 −59.4% Reduced
CVS CVS HEALTH CORP
$1.6M
0.0%
22,676 +6,916 +43.9% Added
KO COCA-COLA CO
$1.5M
0.0%
27,629 +27,629 New
BGS B&G FOODS INC
$1.5M
0.0%
154,691 +63,497 +69.6% Added
CMG CHIPOTLE MEXICAN GRILL INC
$1.5M
0.0%
828 −1,094 −56.9% Reduced
CHD CHURCH & DWIGHT CO INC
$1.5M
0.0%
16,175 −18,830 −53.8% Reduced
PZZA PAPA JOHN'S INTL INC
$1.5M
0.0%
21,349 +3,752 +21.3% Added
BKNG BOOKING HOLDINGS INC
$1.4M
0.0%
464 +464 New
MRK MERCK & CO. INC.
$1.4M
0.0%
13,851 +8,349 +151.7% Added
WOO FOOT LOCKER INC
$1.4M
0.0%
81,874 +38,980 +90.9% Added
UPS UNITED PARCEL SERVICE-CL B
$1.4M
0.0%
8,903 +8,903 New
AAL AMERICAN AIRLINES GROUP INC
$1.3M
0.0%
105,355 +105,355 New
LMT LOCKHEED MARTIN CORP
$1.3M
0.0%
3,298 +3,298 New
PBH PRESTIGE CONSUMER HEALTHCARE
$1.3M
0.0%
23,172 −1,296 −5.3% Reduced
EPC EDGEWELL PERSONAL CARE CO
$1.3M
0.0%
35,767 +35,767 New
POST POST HOLDINGS INC
$1.3M
0.0%
15,313 −8,464 −35.6% Reduced
SJM JM SMUCKER CO
$1.3M
0.0%
10,549 −6,788 −39.2% Reduced
TJX TJX COMPANIES INC
$1.3M
0.0%
14,405 +3,505 +32.2% Added
HLT HILTON WORLDWIDE HOLDINGS IN
$1.3M
0.0%
8,400 +8,400 New
HCA HCA HEALTHCARE INC
$1.2M
0.0%
5,022 −6,255 −55.5% Reduced
PANW PALO ALTO NETWORKS INC
$1.2M
0.0%
5,146 +5,146 New
INTC INTEL CORP
$1.2M
0.0%
33,778 −36,506 −51.9% Reduced
NKE NIKE INC -CL B
$1.2M
0.0%
12,503 +12,503 New
WIX WIX.COM LTD
$1.2M
0.0%
12,762 +12,762 New
GS GOLDMAN SACHS GROUP INC
$1.1M
0.0%
3,522 +3,522 New
WFC WELLS FARGO & CO
$1.1M
0.0%
27,887 +9,700 +53.3% Added
CAR AVIS BUDGET GROUP INC
$1.1M
0.0%
6,297 −17,764 −73.8% Reduced
BDX BECTON DICKINSON AND CO
$1.1M
0.0%
4,357 −295 −6.3% Reduced
DXCM DEXCOM INC
$1.1M
0.0%
11,761 +11,761 New
M MACY'S INC
$1.1M
0.0%
93,446 +93,446 New
TDOC TELADOC HEALTH INC
$1.1M
0.0%
57,990 −110,814 −65.6% Reduced
ADM ARCHER-DANIELS-MIDLAND CO
$1.1M
0.0%
14,230 +14,230 New
GPC GENUINE PARTS CO
$1.1M
0.0%
7,312 −4,103 −35.9% Reduced
CVX CHEVRON CORP
$1.1M
0.0%
6,238 −1,955 −23.9% Reduced
H HYATT HOTELS CORP - CL A
$1.0M
0.0%
9,800 +6,825 +229.4% Added
TWNKEUR HOSTESS BRANDS INC
$1.0M
0.0%
30,911 +30,911 New
MRSH MARSH & MCLENNAN COS
$998K
0.0%
5,243 +2,459 +88.3% Added
BHC BAUSCH HEALTH COS INC
$994K
0.0%
120,963 +120,963 New
LYFT LYFT INC-A
$972K
0.0%
92,209 +92,209 New
JNJ JOHNSON & JOHNSON
$947K
0.0%
6,080 −17,240 −73.9% Reduced
CARR CARRIER GLOBAL CORP
$920K
0.0%
16,673 +5,906 +54.9% Added
ABBV ABBVIE INC
$905K
0.0%
6,073 +6,073 New
DKS DICK'S SPORTING GOODS INC
$895K
0.0%
8,247 −32,521 −79.8% Reduced
ETSY ETSY INC
$889K
0.0%
13,770 +13,770 New
LLY ELI LILLY & CO
$880K
0.0%
1,639 +1,639 New
RMD RESMED INC
$871K
0.0%
5,891 +2,185 +59.0% Added
TFC TRUIST FINANCIAL CORP
$847K
0.0%
29,622 +29,622 New
FIVE FIVE BELOW
$832K
0.0%
5,168 −5,247 −50.4% Reduced
JBL JABIL INC
$828K
0.0%
6,522 −5,049 −43.6% Reduced
HTZ HERTZ GLOBAL HLDGS INC
$817K
0.0%
66,709 +66,709 New
BNY BANK OF NEW YORK MELLON CORP
$808K
0.0%
18,938 −1,565,199 −98.8% Reduced
SO SOUTHERN CO
$790K
0.0%
12,204 +12,204 New
MTCH MATCH GROUP INC
$772K
0.0%
19,713 −610,450 −96.9% Reduced
AIY ACTIVISION BLIZZARD INC
$765K
0.0%
8,172 −55,147 −87.1% Reduced
LEN LENNAR CORP-A
$745K
0.0%
6,634 −3,444 −34.2% Reduced
CL COLGATE-PALMOLIVE CO
$743K
0.0%
10,449 +10,449 New
RHI ROBERT HALF INC
$709K
0.0%
9,676 −15,967 −62.3% Reduced
BLMN BLOOMIN' BRANDS INC
$708K
0.0%
28,789 −53,208 −64.9% Reduced
PXDEUR PIONEER NATURAL RESOURCES CO
$706K
0.0%
3,077 +3,077 New
CBRL CRACKER BARREL OLD COUNTRY
$695K
0.0%
10,349 +10,349 New
FND FLOOR & DECOR HOLDINGS INC-A
$689K
0.0%
7,613 +7,613 New
VSXY VICTORIA'S SECRET & CO
$672K
0.0%
40,269 +40,269 New
EL ESTEE LAUDER COMPANIES-CL A
$671K
0.0%
4,641 +4,641 New
PATH UIPATH INC - CLASS A
$663K
0.0%
38,760 +12,274 +46.3% Added
ANF ABERCROMBIE & FITCH CO-CL A
$653K
0.0%
11,579 +11,579 New
FRPT FRESHPET INC
$649K
0.0%
9,855 +9,855 New
AHC HESS CORP
$642K
0.0%
4,197 +4,197 New
BKR BAKER HUGHES CO
$636K
0.0%
18,004 +18,004 New
SHAK SHAKE SHACK INC - CLASS A
$628K
0.0%
10,818 +10,818 New
CME CME GROUP INC
$628K
0.0%
3,137 −90 −2.8% Reduced
ACN ACCENTURE PLC-CL A
$620K
0.0%
2,018 −3,123 −60.7% Reduced
OKE ONEOK INC
$618K
0.0%
9,738 +9,738 New
LYV LIVE NATION ENTERTAINMENT IN
$615K
0.0%
7,402 +7,402 New
ZUMZ ZUMIEZ INC
$591K
0.0%
33,222 +13,635 +69.6% Added
MNRO MONRO INC
$586K
0.0%
21,085 +8,406 +66.3% Added
HRL HORMEL FOODS CORP
$579K
0.0%
15,237 +3,114 +25.7% Added
ANETEUR ARISTA NETWORKS INC
$576K
0.0%
3,129 −1,240 −28.4% Reduced
FISV FISERV INC
$575K
0.0%
5,087 −3,169 −38.4% Reduced
ZTS ZOETIS INC
$572K
0.0%
3,288 +3,288 New
CRWD CROWDSTRIKE HOLDINGS INC - A
$564K
0.0%
3,369 −8,742 −72.2% Reduced
INTU INTUIT INC
$563K
0.0%
1,102 +1,102 New
UNFI UNITED NATURAL FOODS INC
$556K
0.0%
39,319 +27,770 +240.5% Added
OTEX OPEN TEXT CORP
$550K
0.0%
15,681 −44,378 −73.9% Reduced
BRK/B BERKSHIRE HATHAWAY INC-CL B
$547K
0.0%
1,561 +1,561 New
UNH UNITEDHEALTH GROUP INC
$543K
0.0%
1,076 +428 +66.0% Added
PH PARKER HANNIFIN CORP
$538K
0.0%
1,380 +1,380 New
SMPL SIMPLY GOOD FOODS CO
$533K
0.0%
15,432 +15,432 New
ADP AUTOMATIC DATA PROCESSING
$527K
0.0%
2,189 −4,679 −68.1% Reduced
VRTX VERTEX PHARMACEUTICALS INC
$507K
0.0%
1,457 +1,457 New
AMGN AMGEN INC
$506K
0.0%
1,882 +1,882 New
DOW DOW INC
$502K
0.0%
9,727 +9,727 New
SNBRQ SLEEP NUMBER CORP
$500K
0.0%
20,328 −23,241 −53.3% Reduced
NWL NEWELL BRANDS INC
$497K
0.0%
55,009 −104,500 −65.5% Reduced
MMM 3M CO
$493K
0.0%
5,262 +5,262 New
FCX FREEPORT-MCMORAN INC
$484K
0.0%
12,988 +12,988 New
CI THE CIGNA GROUP
$470K
0.0%
1,642 +1,642 New
JNPR* JUNIPER NETWORKS INC
$468K
0.0%
16,844 −34,340 −67.1% Reduced
ST SENSATA TECHNOLOGIES HOLDPLC
$449K
0.0%
11,882 −6,394 −35.0% Reduced
BERY* BERRY GLOBAL GROUP INC
$447K
0.0%
7,223 −6,634 −47.9% Reduced
THC TENET HEALTHCARE CORP
$446K
0.0%
6,774 −2,733 −28.7% Reduced
KMI KINDER MORGAN INC
$441K
0.0%
26,595 +26,595 New
OXY OCCIDENTAL PETROLEUM CORP
$435K
0.0%
6,703 +6,703 New
OMF ONEMAIN HOLDINGS INC
$409K
0.0%
10,204 −8,607 −45.8% Reduced
DVN DEVON ENERGY CORP
$402K
0.0%
8,426 +8,426 New
NXPI NXP SEMICONDUCTORS NV
$401K
0.0%
2,004 +434 +27.6% Added
TMO THERMO FISHER SCIENTIFIC INC
$396K
0.0%
783 +783 New
LZB LA-Z-BOY INC
$396K
0.0%
12,821 +12,821 New
VMW* VMWARE INC-CLASS A
$393K
0.0%
2,360 +2,360 New
GDDY GODADDY INC - CLASS A
$391K
0.0%
5,248 −15,585 −74.8% Reduced
HUBS HUBSPOT INC
$378K
0.0%
768 −104 −11.9% Reduced
WDC WESTERN DIGITAL CORP
$373K
0.0%
8,179 +8,179 New
VRSN VERISIGN INC
$373K
0.0%
1,841 −1,455 −44.1% Reduced
IVZ INVESCO LTD
$371K
0.0%
25,577 +25,577 New
ISRG INTUITIVE SURGICAL INC
$368K
0.0%
1,259 +304 +31.8% Added
EW EDWARDS LIFESCIENCES CORP
$368K
0.0%
5,308 +990 +22.9% Added
DRI DARDEN RESTAURANTS INC
$365K
0.0%
2,552 +2,552 New
A AGILENT TECHNOLOGIES INC
$355K
0.0%
3,178 +3,178 New
PCG P G & E CORP
$349K
0.0%
21,638 +21,638 New
RIG TRANSOCEAN LTD
$343K
0.0%
41,796 −36,695 −46.8% Reduced
BBW BUILD-A-BEAR WORKSHOP INC
$342K
0.0%
11,616 +11,616 New
PRI PRIMERICA INC
$339K
0.0%
1,749 −1,849 −51.4% Reduced
TEVA TEVA PHARMACEUTICAL-SP ADR
$338K
0.0%
33,105 −17,483 −34.6% Reduced
DUK DUKE ENERGY CORP
$336K
0.0%
3,806 +3,806 New
MSCI MSCI INC
$335K
0.0%
652 −616 −48.6% Reduced
RCL ROYAL CARIBBEAN CRUISES LTD
$334K
0.0%
3,626 +3,626 New
OC OWENS CORNING
$322K
0.0%
2,364 +2,364 New
MRO* MARATHON OIL CORP
$319K
0.0%
11,931 −2,403 −16.8% Reduced
PLCE CHILDREN'S PLACE INC
$319K
0.0%
11,787 −39,058 −76.8% Reduced
CNQ CANADIAN NATURAL RESOURCES
$318K
0.0%
4,916 −523 −9.6% Reduced
MNST MONSTER BEVERAGE CORP
$314K
0.0%
5,926 −47,104 −88.8% Reduced
MO ALTRIA GROUP INC
$310K
0.0%
7,377 −37,186 −83.4% Reduced
QLYS QUALYS INC
$310K
0.0%
2,031 −1,302 −39.1% Reduced
KR KROGER CO
$307K
0.0%
6,865 −65,773 −90.5% Reduced
DE8 DENNY'S CORP
$305K
0.0%
36,058 −49,358 −57.8% Reduced
ALSN ALLISON TRANSMISSION HOLDING
$304K
0.0%
5,148 −4,132 −44.5% Reduced
VEEV VEEVA SYSTEMS INC-CLASS A
$303K
0.0%
1,488 −1,035 −41.0% Reduced
IP INTERNATIONAL PAPER CO
$302K
0.0%
8,513 +8,513 New
PAYX PAYCHEX INC
$301K
0.0%
2,614 +2,614 New
AEP AMERICAN ELECTRIC POWER
$301K
0.0%
4,005 +4,005 New
SCCO SOUTHERN COPPER CORP
$299K
0.0%
3,977 −1,656 −29.4% Reduced
AMKR AMKOR TECHNOLOGY INC
$298K
0.0%
13,192 +1,865 +16.5% Added
IQV IQVIA HOLDINGS INC
$296K
0.0%
1,505 −12,306 −89.1% Reduced
GT GOODYEAR TIRE & RUBBER CO
$295K
0.0%
23,732 +23,732 New
IART INTEGRA LIFESCIENCES HOLDING
$285K
0.0%
7,468 −2,627 −26.0% Reduced
PETS PETMED EXPRESS INC
$282K
0.0%
27,464 +27,464 New
CNI CANADIAN NATL RAILWAY CO
$279K
0.0%
2,579 −1,253 −32.7% Reduced
WRKUSD WESTROCK CO
$279K
0.0%
7,785 +7,785 New
BX BLACKSTONE INC
$279K
0.0%
2,601 +2,601 New
TDG TRANSDIGM GROUP INC
$275K
0.0%
326 −228 −41.2% Reduced
WAB WABTEC CORP
$275K
0.0%
2,585 −2,063 −44.4% Reduced
LIVN LIVANOVA PLC
$274K
0.0%
5,173 −716,158 −99.3% Reduced
PLD PROLOGIS INC
$268K
0.0%
2,392 +2,392 New
ATRAGBX CALL ATARA BIOTHERAPEUTICS INC
$268K
0.0%
181,100 Held
TROX TRONOX HOLDINGS PLC
$268K
0.0%
19,910 +2,536 +14.6% Added
NTRS NORTHERN TRUST CORP
$264K
0.0%
3,802 +3,802 New
RACE FERRARI NV
$260K
0.0%
879 −3,026 −77.5% Reduced
DB DEUTSCHE BANK AG-REGISTERED
$259K
0.0%
23,575 +23,575 New
LUV SOUTHWEST AIRLINES CO
$258K
0.0%
9,533 −5,194 −35.3% Reduced
G GENPACT LTD
$256K
0.0%
7,078 +7,078 New
KEYS KEYSIGHT TECHNOLOGIES IN
$255K
0.0%
1,930 +1,930 New
SPGI S&P GLOBAL INC
$255K
0.0%
698 +698 New
SF STIFEL FINANCIAL CORP
$248K
0.0%
4,029 −3,273 −44.8% Reduced
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$245K
0.0%
1,035 +1,035 New
OII OCEANEERING INTL INC
$242K
0.0%
9,421 +9,421 New
GATES INDL CORP PLC
$242K
0.0%
20,818 +20,818 New
COP CONOCOPHILLIPS
$241K
0.0%
2,015 +2,015 New
FUL H.B. FULLER CO.
$241K
0.0%
3,510 +3,510 New
SLM SLM CORP
$239K
0.0%
17,574 −7,223 −29.1% Reduced
SEALED AIR CORP NEW
$239K
0.0%
7,275 +7,275 New
LIN LINDE PLC
$235K
0.0%
631 +631 New
PLUG PLUG POWER INC
$231K
0.0%
30,378 +30,378 New
MTD METTLER-TOLEDO INTERNATIONAL
$230K
0.0%
208 −67 −24.4% Reduced
RELX RELX PLC - SPON ADR
$228K
0.0%
6,778 +6,778 New
BRSL BRIGHTSTAR LOTTERY PLC
$227K
0.0%
7,481 +7,481 New
HPE HEWLETT PACKARD ENTERPRISE
$226K
0.0%
13,039 −34,129 −72.4% Reduced
VFC VF CORP
$225K
0.0%
12,736 +12,736 New
CNO CNO FINANCIAL GROUP INC
$223K
0.0%
9,411 −5,439 −36.6% Reduced
ALV AUTOLIV INC
$223K
0.0%
2,309 +2,309 New
VRT VERTIV HOLDINGS CO-A
$222K
0.0%
5,981 −40,773 −87.2% Reduced
UI UBIQUITI INC
$221K
0.0%
1,522 −5,029 −76.8% Reduced
NXST NEXSTAR MEDIA GROUP INC
$219K
0.0%
1,530 +1,530 New
ASX ASE TECHNOLOGY HOLDING -ADR
$218K
0.0%
29,042 +29,042 New
TEL1USD TE CONNECTIVITY LTD
$216K
0.0%
1,748 +1,748 New
LEA LEAR CORP
$214K
0.0%
1,595 +1,595 New
DLB DOLBY LABORATORIES INC-CL A
$213K
0.0%
2,683 +2,683 New
WU WESTERN UNION CO
$211K
0.0%
16,011 −57,757 −78.3% Reduced
SLGN SILGAN HOLDINGS INC
$209K
0.0%
4,850 +4,850 New
IBP INSTALLED BUILDING PRODUCTS
$209K
0.0%
1,671 +1,671 New
HSBC HSBC HOLDINGS PLC-SPONS ADR
$208K
0.0%
5,276 +5,276 New
RVLV REVOLVE GROUP INC
$206K
0.0%
15,153 +15,153 New
VLO VALERO ENERGY CORP
$206K
0.0%
1,454 +1,454 New
LKQ LKQ CORP
$205K
0.0%
4,133 +4,133 New
AM ANTERO MIDSTREAM CORP
$201K
0.0%
16,772 +16,772 New
VOD VODAFONE GROUP PLC-SP ADR
$194K
0.0%
20,461 +20,461 New
XRX XEROX HOLDINGS CORP
$189K
0.0%
12,044 +12,044 New
SAVEEUR SPIRIT AIRLINES INC
$188K
0.0%
11,416 +11,416 New
CLVT CLARIVATE PLC
$162K
0.0%
24,126 −22,960 −48.8% Reduced
BKD BROOKDALE SENIOR LIVING INC
$158K
0.0%
38,046 −61,485 −61.8% Reduced
JBI JANUS INTERNATIONAL GROUP IN
$154K
0.0%
14,354 +14,354 New
HBM HUDBAY MINERALS INC
$153K
0.0%
31,510 −43,251 −57.9% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$149K
0.0%
25,591 −22,545 −46.8% Reduced
SIRIEUR SIRIUS XM HOLDINGS INC
$143K
0.0%
31,697 +31,697 New
ZIP ZIPRECRUITER INC-A
$141K
0.0%
11,769 −14,748 −55.6% Reduced
SPWRCHF SUNPOWER CORP
$140K
0.0%
22,750 +22,750 New
PL0 PLAYA HOTELS & RESORTS NV
$131K
0.0%
18,061 −14,047 −43.7% Reduced
BTG B2GOLD CORP
$127K
0.0%
44,116 +44,116 New
ADEA ADEIA INC
$125K
0.0%
11,687 −14,282 −55.0% Reduced
KGC KINROSS GOLD CORP
$125K
0.0%
27,313 −29,431 −51.9% Reduced
PERIMETER SOLUTIONS SA
$118K
0.0%
26,063 +26,063 New
GTX GARRETT MOTION INC
$117K
0.0%
14,871 +14,871 New
XPER XPERI INC
$112K
0.0%
11,312 +11,312 New
WOOF PETCO HEALTH AND WELLNESS CO
$94K
0.0%
23,099 +23,099 New
ADT ADT INC
$73K
0.0%
12,141 +12,141 New

Sold positions

230 closed in Q3 2023 · shares & value as of prior filing
Holding Shares sold Prior value
NFLX NETFLIX INC
206,421 $90.9M
AMAT APPLIED MATERIALS INC
271,986 $39.3M
SNOW SNOWFLAKE INC
221,592 $39.0M
AVGO BROADCOM INC
39,935 $34.6M
WWEUSD WORLD WRESTLING ENTERTAIN-A
200,630 $21.8M
SKAA SKECHERS USA INC-CL A
314,694 $16.6M
MCD MCDONALD'S CORP
19,517 $5.8M
ROST ROSS STORES INC
50,957 $5.7M
ORLY O'REILLY AUTOMOTIVE INC
5,836 $5.6M
COST COSTCO WHOLESALE CORP
10,203 $5.5M
CURIS INC
5,541,019 $4.6M
DBI DESIGNER BRANDS INC-CLASS A
450,822 $4.6M
NUE NUCOR CORP
27,182 $4.5M
DECK DECKERS OUTDOOR CORP
8,359 $4.4M
BOOT BOOT BARN HOLDINGS INC
47,606 $4.0M
BBY BEST BUY CO INC
46,176 $3.8M
NYT NEW YORK TIMES CO-A
90,992 $3.6M
MXL MAXLINEAR INC
109,834 $3.5M
ABCAM PLC CALL
138,900 $3.4M
LULU LULULEMON ATHLETICA INC
8,420 $3.2M
HD HOME DEPOT INC
10,214 $3.2M
ULTA ULTA BEAUTY INC
6,629 $3.1M
KMB KIMBERLY-CLARK CORP
22,044 $3.0M
TSCO TRACTOR SUPPLY COMPANY
12,766 $2.8M
SHOP SHOPIFY INC - CLASS A
41,363 $2.7M
LABORATORY CORP AMER HLDGS
10,014 $2.4M
SIXEUR SIX FLAGS ENTERTAINMENT CORP
91,939 $2.4M
RBLX ROBLOX CORP -CLASS A
58,320 $2.4M
ABNB AIRBNB INC-CLASS A
16,979 $2.2M
SAM BOSTON BEER COMPANY INC-A
6,862 $2.1M
KDP KEURIG DR PEPPER INC
65,358 $2.0M
HSY HERSHEY CO
8,090 $2.0M
POOL POOL CORP
5,186 $1.9M
PTON PELOTON INTERACTIVE INC-A
250,412 $1.9M
SMG SCOTTS MIRACLE-GRO CO
29,076 $1.8M
DBX DROPBOX INC-CLASS A
68,137 $1.8M
CGNX COGNEX CORP
31,198 $1.7M
FIS FIDELITY NATIONAL INFO SERV
31,486 $1.7M
SOFI SOFI TECHNOLOGIES INC
201,096 $1.7M
BIGGQ BIG LOTS INC
184,583 $1.6M
CHGG CHEGG INC
179,435 $1.6M
BN BROOKFIELD CORP
45,018 $1.5M
DEO DIAGEO PLC-SPONSORED ADR
8,286 $1.4M
GIL GILDAN ACTIVEWEAR INC
42,003 $1.4M
CYB CYBERARK SOFTWARE LTD/ISRAEL
8,412 $1.3M
KEL KELLANOVA
18,698 $1.3M
LUMN LUMEN TECHNOLOGIES INC
554,071 $1.3M
DUOL DUOLINGO
8,751 $1.3M
TXN TEXAS INSTRUMENTS INC
6,656 $1.2M
ASH ASHLAND INC
13,770 $1.2M
UAL UNITED AIRLINES HOLDINGS INC
21,563 $1.2M
IBM INTL BUSINESS MACHINES CORP
8,789 $1.2M
PINS PINTEREST INC- CLASS A
42,841 $1.2M
GEHC GE HEALTHCARE TECHNOLOGY
14,351 $1.2M
ZM ZOOM COMMUNICATIONS INC
16,694 $1.1M
DGX QUEST DIAGNOSTICS INC
8,046 $1.1M
WEX WEX INC
6,014 $1.1M
APP APPLOVIN CORP-CLASS A
42,194 $1.1M
PD PAGERDUTY INC
47,027 $1.1M
IRTC IRHYTHM HOLDINGS INC
10,064 $1.0M
CAT CATERPILLAR INC
4,148 $1.0M
ENPH ENPHASE ENERGY INC
6,077 $1.0M
CCL1EUR CARNIVAL CORP LTD
53,840 $1.0M
NTNX NUTANIX INC - A
35,068 $984K
GE GENERAL ELECTRIC
8,859 $973K
DAL DELTA AIR LINES INC
20,301 $965K
BKE BUCKLE INC
26,393 $913K
GPN GLOBAL PAYMENTS INC
9,241 $910K
TNL TRAVEL + LEISURE CO
22,057 $890K
EBAY EBAY INC
19,118 $854K
ELV ELEVANCE HEALTH INC
1,889 $839K
AMG AFFILIATED MANAGERS GROUP
5,562 $834K
AMP AMERIPRISE FINANCIAL INC
2,401 $798K
GTM ZOOMINFO TECHNOLOGIES INC
31,021 $788K
CACC CREDIT ACCEPTANCE CORP
1,545 $785K
CAH CARDINAL HEALTH INC
8,177 $773K
WBD WARNER BROS DISCOVERY INC
61,578 $772K
MOS MOSAIC CO
21,916 $767K
PAGS PAGSEGURO DIGITAL LTD-CL A
80,548 $760K
TRI4EUR THOMSON REUTERS CORP
5,597 $755K
NEWREUR NEW RELIC INC
11,160 $730K
BF/B BROWN-FORMAN CORP-CLASS B
10,811 $722K
SE SEA LTD-ADR
11,845 $687K
ETN EATON CORP PLC
3,318 $667K
ALGN ALIGN TECHNOLOGY INC
1,885 $667K
TECK TECK RESOURCES LTD-CLS B
15,200 $640K
STNG SCORPIO TANKERS INC
13,340 $630K
RTX RTX CORP
6,324 $619K
MS MORGAN STANLEY
7,200 $615K
AXP AMERICAN EXPRESS CO
3,529 $615K
CARG CARGURUS INC
27,111 $614K
NEE NEXTERA ENERGY INC
8,260 $613K
QIAGEN NV
13,530 $609K
SMARGBP SMARTSHEET INC-CLASS A
15,864 $607K
NOC NORTHROP GRUMMAN CORP
1,310 $597K
TGNA TEGNA INC
36,265 $589K
ACLS AXCELIS TECHNOLOGIES INC
3,115 $571K
X UNITED STATES STEEL CORP
22,531 $564K
GFF GRIFFON CORP
13,955 $562K
GM GENERAL MOTORS CO
14,318 $552K
T86 TRI POINTE HOMES INC
16,635 $547K
BLD* TOPBUILD CORP
1,997 $531K
HLF HERBALIFE LTD
39,411 $522K
QTWO Q2 HOLDINGS INC
16,788 $519K
ATKR ATKORE INC
3,297 $514K
TDC TERADATA CORP
9,587 $512K
OXM OXFORD INDUSTRIES INC
5,200 $512K
TMHC* TAYLOR MORRISON HOME CORP
10,252 $500K
GOOG ALPHABET INC-CL C
4,065 $492K
GMS1EUR GMS INC
7,072 $489K
PSX PHILLIPS 66
5,119 $488K
ASML ASML HOLDING NV-NY REG SHS
668 $484K
PARR PAR PACIFIC HOLDINGS INC
18,155 $483K
GO GROCERY OUTLET HOLDING CORP
15,677 $480K
SKY CHAMPION HOMES INC
7,326 $479K
COF CAPITAL ONE FINANCIAL CORP
4,377 $479K
APPF APPFOLIO INC - A
2,772 $477K
ICE INTERCONTINENTAL EXCHANGE IN
4,127 $467K
SYK STRYKER CORP
1,519 $463K
PCAR PACCAR INC
5,462 $457K
ENVA ENOVA INTERNATIONAL INC
8,592 $456K
RRC RANGE RESOURCES CORP
15,483 $455K
CW CURTISS-WRIGHT CORP
2,463 $452K
TFIN TRIUMPH FINANCIAL INC
7,431 $451K
CALM CAL-MAINE FOODS INC
10,004 $450K
ALLE ALLEGION PLC
3,717 $446K
MTH MERITAGE HOMES CORP
3,134 $446K
BWXT BWX TECHNOLOGIES INC
6,201 $444K
ROL ROLLINS INC
10,243 $439K
DAY DAYFORCE INC
6,480 $434K
AON AON PLC-CLASS A
1,252 $432K
BCO BRINK'S CO
6,365 $432K
MUR MURPHY OIL CORP
11,263 $431K
UHS UNIVERSAL HEALTH SERVICES-B
2,717 $429K
PBF PBF ENERGY INC-CLASS A
10,454 $428K
CEIXEUR CONSOL ENERGY INC
6,294 $427K
USB US BANCORP
12,712 $420K
P EVERPURE INC-A
11,294 $416K
PCTY PAYLOCITY HOLDING CORP
2,222 $410K
TRTNEUR TRITON INTERNATIONAL LTD
4,912 $409K
MT ARCELORMITTAL-NY REGISTERED
14,910 $408K
MANH MANHATTAN ASSOCIATES INC
2,034 $407K
FRO FRONTLINE PLC
27,972 $406K
IDXX IDEXX LABORATORIES INC
809 $406K
PFSI PENNYMAC FINANCIAL SERVICES
5,749 $404K
STLA STELLANTIS NV
22,949 $403K
AXNX* AXONICS INC
7,953 $401K
MCK MCKESSON CORP
929 $397K
DXC DXC TECHNOLOGY CO
14,811 $396K
EQH EQUITABLE HOLDINGS INC
14,525 $394K
VISN VISTANCE NETWORKS INC
69,879 $393K
F FORD MOTOR CO
25,973 $393K
CZR CAESARS ENTERTAINMENT INC
7,665 $391K
ALLY ALLY FINANCIAL INC
14,462 $391K
AGCO AGCO CORP
2,969 $390K
SYF SYNCHRONY FINANCIAL
11,499 $390K
GWRE GUIDEWIRE SOFTWARE INC
5,080 $386K
CFR CULLEN/FROST BANKERS INC
3,567 $384K
ROKU ROKU INC
5,961 $381K
CHX CHAMPIONX CORP
12,226 $379K
SWKS SKYWORKS SOLUTIONS INC
3,423 $379K
RPM RPM INTERNATIONAL INC
4,205 $377K
VRSK VERISK ANALYTICS INC
1,659 $375K
FLR FLUOR CORP
12,616 $373K
MATX MATSON INC
4,772 $371K
GDOT GREEN DOT CORP-CLASS A
19,469 $365K
QCOM QUALCOMM INC
3,049 $363K
RGA REINSURANCE GROUP OF AMERICA
2,594 $360K
ASO ACADEMY SPORTS & OUTDOORS IN
6,593 $356K
MLCO MELCO RESORTS & ENTERT-ADR
29,010 $354K
QRVO QORVO INC
3,457 $353K
ESTC ELASTIC NV
5,429 $348K
GLNG GOLAR LNG LTD
17,177 $346K
UPWK UPWORK INC
36,448 $340K
TENB TENABLE HOLDINGS INC
7,771 $338K
TOST TOAST INC-CLASS A
14,987 $338K
RYAAY RYANAIR HOLDINGS PLC-SP ADR
3,058 $338K
CINF CINCINNATI FINANCIAL CORP
3,475 $338K
AYXEUR ALTERYX INC - CLASS A
7,445 $338K
BLKB BLACKBAUD INC
4,674 $333K
VIRT VIRTU FINANCIAL INC-CLASS A
19,410 $332K
CRTOEUR CRITEO SA-SPON
9,792 $330K
8HH AVANOS MEDICAL INC
12,863 $329K
LBTYKUSD LIBERTY GLOBAL PLC- C
18,417 $327K
MCO MOODY'S CORP
931 $324K
CHRD CHORD ENERGY CORP
2,096 $322K
HOOD ROBINHOOD MARKETS INC - A
32,272 $322K
CRC CALIFORNIA RESOURCES CORP
7,094 $321K
CNH CNH INDUSTRIAL NV
22,213 $320K
INGR INGREDION INC
2,989 $317K
ABCL ABCELLERA BIOLOGICS INC
48,052 $310K
LOW LOWE'S COS INC
1,360 $307K
VOYA VOYA FINANCIAL INC
4,280 $307K
DWDPEUR DUPONT DE NEMOURS INC
4,272 $305K
EEFT EURONET WORLDWIDE INC
2,543 $298K
EGO ELDORADO GOLD CORP
29,323 $296K
G2C EVERI HOLDINGS INC
20,400 $295K
BB BLACKBERRY LTD
52,900 $293K
BOKF BOK FINANCIAL CORPORATION
3,621 $293K
EOG EOG RESOURCES INC
2,525 $289K
NTR NUTRIEN LTD
4,839 $286K
SQZB SQZ BIOTECHNOLOGIES CO
1,050,286 $284K
BIIB BIOGEN INC
983 $280K
COOP MR COOPER GROUP INC
5,518 $279K
NSC NORFOLK SOUTHERN CORP
1,202 $273K
SILKUSD SILK ROAD MEDICAL INC
8,362 $272K
CHS1USD CHICO'S FAS INC
50,551 $270K
ITW ILLINOIS TOOL WORKS
1,059 $265K
SU SUNCOR ENERGY INC
8,979 $263K
EQNR EQUINOR ASA-SPON ADR
8,982 $262K
SBLK STAR BULK CARRIERS CORP
14,773 $261K
MOH MOLINA HEALTHCARE INC
866 $261K
BP BP PLC-SPONS ADR
7,390 $261K
TYL TYLER TECHNOLOGIES INC
625 $260K
SPLKCHF SPLUNK INC
2,400 $255K
FLWS 1-800-FLOWERS.COM INC-CL A
32,640 $255K
PBR PETROLEO BRASILEIRO-SPON ADR
18,150 $251K
IMXI INTERNATIONAL MONEY EXPRESS
10,024 $246K
CF CF INDUSTRIES HOLDINGS INC
3,439 $239K
PCRX PACIRA BIOSCIENCES INC
5,823 $233K
HCC WARRIOR MET COAL INC
5,932 $231K
QDEL QUIDELORTHO CORP
2,760 $229K
COLL COLLEGIUM PHARMACEUTICAL INC
10,401 $224K
SUPN SUPERNUS PHARMACEUTICALS INC
7,409 $223K
O REALTY INCOME CORP
3,692 $221K
DVA DAVITA INC
2,181 $219K
DSGX DESCARTES SYSTEMS GRP
2,634 $211K
CHKP CHECK POINT SOFTWARE TECH
1,647 $207K
TSEM TOWER SEMICONDUCTOR LTD
5,482 $206K
JWSWF JAWS MUSTANG ACQ C -CW26
624,998 $31K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.