whalepapers
Overview/ Maverick Capital Ltd/ Q4 2023

Maverick Capital Ltd

Lee Ainslie · As of Q4 2023 · filed Feb 14, 2024

Q4 2023

Holdings

348 positions · Δ vs prior quarter
CPNG COUPANG INC
$1.18B
23.7%
73,037,344 −4,020,522 −5.2% Reduced
AMZN AMAZON.COM INC
$218.2M
4.4%
1,435,882 +50,515 +3.6% Added
PM PHILIP MORRIS INTERNATIONAL
$146.6M
2.9%
1,558,350 −303,877 −16.3% Reduced
V VISA INC-CLASS A SHARES
$124.2M
2.5%
477,214 −1,296 −0.3% Reduced
JLL JONES LANG LASALLE INC
$123.0M
2.5%
651,093 −11,826 −1.8% Reduced
RCKT ROCKET PHARMACEUTICALS INC
$120.9M
2.4%
4,034,068 −1,595,902 −28.3% Reduced
NU NU HOLDINGS LTD/CAYMAN ISL-A
$119.4M
2.4%
14,328,588 −234,137 −1.6% Reduced
DPZ DOMINO'S PIZZA INC
$115.1M
2.3%
279,246 +144,828 +107.7% Added
LPLA LPL FINANCIAL HOLDINGS INC
$110.4M
2.2%
485,100 +485,100 New
META META PLATFORMS INC-CLASS A
$110.1M
2.2%
310,986 −275,906 −47.0% Reduced
HUM HUMANA INC
$108.8M
2.2%
237,651 +82,423 +53.1% Added
SWTXUSD SPRINGWORKS THERAPEUTICS INC
$104.9M
2.1%
2,873,216 +2,235,456 +350.5% Added
UBER UBER TECHNOLOGIES INC
$98.7M
2.0%
1,603,843 −982,125 −38.0% Reduced
NVDA NVIDIA CORP
$98.2M
2.0%
198,217 −136,994 −40.9% Reduced
CRM SALESFORCE INC
$97.4M
2.0%
370,276 +75,329 +25.5% Added
STX SEAGATE TECHNOLOGY HOLDINGS
$94.2M
1.9%
1,103,733 −12,191 −1.1% Reduced
DASH DOORDASH INC - A
$92.7M
1.9%
937,305 −6,712 −0.7% Reduced
BAX BAXTER INTERNATIONAL INC
$84.1M
1.7%
2,176,214 −43,475 −2.0% Reduced
STZ CONSTELLATION BRANDS INC-A
$82.6M
1.7%
341,492 −11,300 −3.2% Reduced
MSFT MICROSOFT CORP
$76.0M
1.5%
202,204 −129,403 −39.0% Reduced
IMGNEUR IMMUNOGEN INC
$73.9M
1.5%
2,493,217 −25,310 −1.0% Reduced
SWX SOUTHWEST GAS HOLDINGS INC
$71.1M
1.4%
1,121,988 +1,121,988 New
CPT CAMDEN PROPERTY TRUST
$70.9M
1.4%
713,962 +713,962 New
SCHW SCHWAB (CHARLES) CORP
$66.8M
1.3%
970,217 +318,511 +48.9% Added
DHR DANAHER CORP
$66.7M
1.3%
288,116 +143,658 +99.4% Added
BABA CALL ALIBABA GROUP HOLDING-SP ADR
$65.9M
1.3%
850,000 +850,000 New
WDAY WORKDAY INC-CLASS A
$65.1M
1.3%
235,949 −4,226 −1.8% Reduced
TMUS T-MOBILE US INC
$61.0M
1.2%
380,303 −7,337 −1.9% Reduced
QRVO QORVO INC
$57.6M
1.2%
511,781 +511,781 New
CBRE CBRE GROUP INC - A
$51.9M
1.0%
557,201 +145,559 +35.4% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$51.6M
1.0%
495,712 +198,824 +67.0% Added
VRDN VIRIDIAN THERAPEUTICS INC
$50.7M
1.0%
2,325,841 +2,325,841 New
MELI MERCADOLIBRE INC
$48.8M
1.0%
31,045 −369 −1.2% Reduced
PTC PTC INC
$45.8M
0.9%
261,822 −2,546 −1.0% Reduced
TWLO TWILIO INC - A
$45.2M
0.9%
595,887 −9,774 −1.6% Reduced
WAVE LIFE SCIENCES LTD
$42.7M
0.9%
8,447,804 +1,853,485 +28.1% Added
RCI ROGERS COMMUNICATIONS INC-B
$42.3M
0.9%
904,237 +904,237 New
CRH CRH PLC
$38.4M
0.8%
555,239 +555,239 New
IVVD INVIVYD INC
$36.8M
0.7%
9,343,949 +4,073,659 +77.3% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$36.6M
0.7%
472,185 −358,274 −43.1% Reduced
NWSA NEWS CORP - CLASS A
$34.5M
0.7%
1,404,235 +1,404,235 New
USFD US FOODS HOLDING CORP
$34.2M
0.7%
753,552 −8,408 −1.1% Reduced
I9SA VERONA PHARMA PLC - ADR
$32.9M
0.7%
1,656,492 +1,656,492 New
CNM PUT CORE & MAIN INC-CLASS A
$30.6M
0.6%
756,900 +756,900 New
CNC CENTENE CORP
$28.5M
0.6%
384,406 Held
CART MAPLEBEAR INC
$27.7M
0.6%
1,179,272 +1,179,272 New
8QR CONFLUENT INC-CLASS A
$27.3M
0.5%
1,165,098 +1,165,098 New
LRCXEUR LAM RESEARCH CORP
$21.7M
0.4%
27,706 −106 −0.4% Reduced
BABA PUT ALIBABA GROUP HOLDING-SP ADR
$19.3M
0.4%
249,200 −581,300 −70.0% Reduced
INSTRUCTURE HLDGS INC
$18.3M
0.4%
676,965 −454,402 −40.2% Reduced
SYM CALL SYMBOTIC INC
$16.4M
0.3%
320,200 +320,200 New
STEP STEPSTONE GROUP INC-CLASS A
$15.0M
0.3%
470,416 +169,897 +56.5% Added
GLOBAL TECHNOLGY ACQSTN CORP
$13.1M
0.3%
1,200,000 Held
CRGX CARGO THERAPEUTICS INC
$9.3M
0.2%
400,000 +400,000 New
AHCO ADAPTHEALTH CORP
$9.1M
0.2%
1,253,235 +1,865 +0.1% Added
CRISEUR CURIS INC
$7.4M
0.1%
582,273 Held
ULTA ULTA BEAUTY INC
$4.6M
0.1%
9,483 +9,483 New
ROST ROSS STORES INC
$4.1M
0.1%
29,658 +29,658 New
NFLX NETFLIX INC
$4.0M
0.1%
8,252 +8,252 New
CRBU CARIBOU BIOSCIENCES INC
$3.7M
0.1%
652,542 Held
FDX FEDEX CORP
$3.6M
0.1%
14,077 +7,725 +121.6% Added
SBUX STARBUCKS CORP
$3.5M
0.1%
36,878 +18,770 +103.7% Added
SPOT SPOTIFY TECHNOLOGY SA
$3.5M
0.1%
18,820 +3,921 +26.3% Added
ASO ACADEMY SPORTS & OUTDOORS IN
$3.5M
0.1%
53,359 +53,359 New
GOOGL ALPHABET INC-CL A
$3.3M
0.1%
23,498 +5,506 +30.6% Added
WSM WILLIAMS-SONOMA INC
$3.3M
0.1%
16,226 −5,438 −25.1% Reduced
SIG SIGNET JEWELERS LTD
$3.1M
0.1%
28,690 +28,690 New
FIVE FIVE BELOW
$3.1M
0.1%
14,397 +9,229 +178.6% Added
JACK JACK IN THE BOX INC
$3.0M
0.1%
37,184 +37,184 New
TXRH TEXAS ROADHOUSE INC
$2.9M
0.1%
23,587 +23,587 New
UPS UNITED PARCEL SERVICE-CL B
$2.8M
0.1%
17,646 +8,743 +98.2% Added
ABT ABBOTT LABORATORIES
$2.7M
0.1%
24,977 +194 +0.8% Added
LYFT LYFT INC-A
$2.7M
0.1%
178,262 +86,053 +93.3% Added
CBRL CRACKER BARREL OLD COUNTRY
$2.6M
0.1%
33,714 +23,365 +225.8% Added
CAREMAX INC
$2.5M
0.1%
5,068,770 Held
PANW PALO ALTO NETWORKS INC
$2.4M
0.0%
8,161 +3,015 +58.6% Added
BLMN BLOOMIN' BRANDS INC
$2.4M
0.0%
85,454 +56,665 +196.8% Added
WMT WALMART INC
$2.4M
0.0%
15,115 +15,115 New
KHC KRAFT HEINZ CO
$2.4M
0.0%
63,578 +63,578 New
BBWI BATH & BODY WORKS INC
$2.3M
0.0%
54,442 −52,179 −48.9% Reduced
IBM INTL BUSINESS MACHINES CORP
$2.2M
0.0%
13,532 +13,532 New
CPB THE CAMPBELL'S COMPANY
$2.1M
0.0%
47,545 +47,545 New
DKNG DRAFTKINGS INC-CL A
$2.0M
0.0%
57,716 −6,355 −9.9% Reduced
DG DOLLAR GENERAL CORP
$2.0M
0.0%
14,527 −5,325 −26.8% Reduced
MU MICRON TECHNOLOGY INC
$2.0M
0.0%
22,909 −2,096 −8.4% Reduced
TGT TARGET CORP
$1.9M
0.0%
13,571 +13,571 New
CAKE CHEESECAKE FACTORY INC
$1.8M
0.0%
51,885 −22,228 −30.0% Reduced
BBY BEST BUY CO INC
$1.8M
0.0%
22,900 +22,900 New
MAT MATTEL INC
$1.7M
0.0%
91,417 +91,417 New
CPRI CAPRI HOLDINGS LTD
$1.7M
0.0%
34,105 +34,105 New
BKNG BOOKING HOLDINGS INC
$1.7M
0.0%
474 +10 +2.2% Added
A AGILENT TECHNOLOGIES INC
$1.6M
0.0%
11,585 +8,407 +264.5% Added
TDOC TELADOC HEALTH INC
$1.6M
0.0%
72,924 +14,934 +25.8% Added
MKC MCCORMICK & CO-NON VTG SHRS
$1.6M
0.0%
22,928 +22,928 New
TAP MOLSON COORS BEVERAGE CO - B
$1.6M
0.0%
25,399 −127 −0.5% Reduced
ADBE ADOBE INC
$1.5M
0.0%
2,597 −1,430 −35.5% Reduced
REGN REGENERON PHARMACEUTICALS
$1.5M
0.0%
1,758 +1,758 New
WOO FOOT LOCKER INC
$1.5M
0.0%
49,466 −32,408 −39.6% Reduced
LOW LOWE'S COS INC
$1.5M
0.0%
6,812 +6,812 New
TPR TAPESTRY INC
$1.5M
0.0%
41,089 +41,089 New
KO COCA-COLA CO
$1.5M
0.0%
25,276 −2,353 −8.5% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$1.4M
0.0%
9,435 +4,794 +103.3% Added
GIS GENERAL MILLS INC
$1.4M
0.0%
21,103 +21,103 New
EBAY EBAY INC
$1.3M
0.0%
30,754 +30,754 New
DDS DILLARDS INC-CL A
$1.3M
0.0%
3,246 +3,246 New
FIZZ NATIONAL BEVERAGE CORP
$1.3M
0.0%
25,478 +25,478 New
BURL BURLINGTON STORES INC
$1.3M
0.0%
6,492 +6,492 New
PEP PEPSICO INC
$1.3M
0.0%
7,425 −5,089 −40.7% Reduced
WDFC WD-40 CO
$1.3M
0.0%
5,229 +5,229 New
PXDEUR PIONEER NATURAL RESOURCES CO
$1.2M
0.0%
5,486 +2,409 +78.3% Added
KEL KELLANOVA
$1.2M
0.0%
22,030 +22,030 New
LLY ELI LILLY & CO
$1.2M
0.0%
2,002 +363 +22.1% Added
CAG CONAGRA BRANDS INC
$1.2M
0.0%
40,503 +40,503 New
SAVEEUR SPIRIT AIRLINES INC
$1.2M
0.0%
70,584 +59,168 +518.3% Added
EXTR EXTREME NETWORKS INC
$1.1M
0.0%
64,114 +64,114 New
ENR ENERGIZER HOLDINGS INC
$1.1M
0.0%
35,300 +35,300 New
BGS B&G FOODS INC
$1.1M
0.0%
106,317 −48,374 −31.3% Reduced
T4H TREEHOUSE FOODS INC
$1.1M
0.0%
26,900 +26,900 New
AHC HESS CORP
$1.1M
0.0%
7,662 +3,465 +82.6% Added
MCHP MICROCHIP TECHNOLOGY INC
$1.1M
0.0%
12,133 +12,133 New
PAYX PAYCHEX INC
$1.1M
0.0%
8,986 +6,372 +243.8% Added
HSY HERSHEY CO
$1.1M
0.0%
5,707 +5,707 New
RHI ROBERT HALF INC
$1.1M
0.0%
12,072 +2,396 +24.8% Added
CHS1USD CHICO'S FAS INC
$1.0M
0.0%
135,500 +135,500 New
DKS DICK'S SPORTING GOODS INC
$1.0M
0.0%
6,918 −1,329 −16.1% Reduced
WIX WIX.COM LTD
$1.0M
0.0%
8,188 −4,574 −35.8% Reduced
ELV ELEVANCE HEALTH INC
$970K
0.0%
2,057 +2,057 New
LW LAMB WESTON HOLDINGS INC
$969K
0.0%
8,969 +8,969 New
LULU LULULEMON ATHLETICA INC
$966K
0.0%
1,890 +1,890 New
IRM IRON MOUNTAIN INC
$960K
0.0%
13,712 +13,712 New
LEN LENNAR CORP-A
$957K
0.0%
6,422 −212 −3.2% Reduced
PATH UIPATH INC - CLASS A
$953K
0.0%
38,347 −413 −1.1% Reduced
DLTR DOLLAR TREE INC
$946K
0.0%
6,662 +6,662 New
MRK MERCK & CO. INC.
$915K
0.0%
8,389 −5,462 −39.4% Reduced
GPC GENUINE PARTS CO
$913K
0.0%
6,593 −719 −9.8% Reduced
FIS FIDELITY NATIONAL INFO SERV
$905K
0.0%
15,059 +15,059 New
BOOT BOOT BARN HOLDINGS INC
$894K
0.0%
11,653 +11,653 New
GS GOLDMAN SACHS GROUP INC
$892K
0.0%
2,311 −1,211 −34.4% Reduced
DAL DELTA AIR LINES INC
$884K
0.0%
21,977 +21,977 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$858K
0.0%
11,841 +11,841 New
JWNUSD NORDSTROM INC
$841K
0.0%
45,596 −60,934 −57.2% Reduced
KDP KEURIG DR PEPPER INC
$839K
0.0%
25,183 +25,183 New
AMD ADVANCED MICRO DEVICES
$834K
0.0%
5,659 −12,159 −68.2% Reduced
IDXX IDEXX LABORATORIES INC
$822K
0.0%
1,481 +1,481 New
IMKTA INGLES MARKETS INC-CLASS A
$820K
0.0%
9,490 +9,490 New
TMO THERMO FISHER SCIENTIFIC INC
$807K
0.0%
1,521 +738 +94.3% Added
DRI DARDEN RESTAURANTS INC
$800K
0.0%
4,868 +2,316 +90.8% Added
CRWD CROWDSTRIKE HOLDINGS INC - A
$779K
0.0%
3,053 −316 −9.4% Reduced
THC TENET HEALTHCARE CORP
$767K
0.0%
10,153 +3,379 +49.9% Added
CCI CROWN CASTLE INC
$760K
0.0%
6,602 −14,838 −69.2% Reduced
HPQ HP INC
$753K
0.0%
25,030 −63,470 −71.7% Reduced
LZB LA-Z-BOY INC
$740K
0.0%
20,056 +7,235 +56.4% Added
0VVB PARAMOUNT GLOBAL-CLASS B
$738K
0.0%
49,913 +49,913 New
JNPR* JUNIPER NETWORKS INC
$721K
0.0%
24,451 +7,607 +45.2% Added
TSCO TRACTOR SUPPLY COMPANY
$700K
0.0%
3,257 +3,257 New
CNK CINEMARK HOLDINGS INC
$698K
0.0%
49,549 +49,549 New
DHI DR HORTON INC
$690K
0.0%
4,540 +4,540 New
TNL TRAVEL + LEISURE CO
$686K
0.0%
17,544 +17,544 New
ACN ACCENTURE PLC-CL A
$668K
0.0%
1,905 −113 −5.6% Reduced
INFY INFOSYS LTD-SP ADR
$666K
0.0%
36,253 +36,253 New
ISRG INTUITIVE SURGICAL INC
$661K
0.0%
1,959 +700 +55.6% Added
PRKS UNITED PARKS & RESORTS INC
$659K
0.0%
12,475 −24,204 −66.0% Reduced
TEVA TEVA PHARMACEUTICAL-SP ADR
$658K
0.0%
63,047 +29,942 +90.4% Added
KLAC KLA CORP
$657K
0.0%
1,131 +1,131 New
CCL1EUR CARNIVAL CORP LTD
$657K
0.0%
35,420 +35,420 New
BAC BANK OF AMERICA CORP
$655K
0.0%
19,453 +19,453 New
ST SENSATA TECHNOLOGIES HOLDPLC
$616K
0.0%
16,405 +4,523 +38.1% Added
DBX DROPBOX INC-CLASS A
$614K
0.0%
20,820 +20,820 New
JPM JPMORGAN CHASE & CO
$608K
0.0%
3,575 +3,575 New
DXCM DEXCOM INC
$605K
0.0%
4,876 −6,885 −58.5% Reduced
FTNT FORTINET INC
$593K
0.0%
10,139 −29,463 −74.4% Reduced
ANETEUR ARISTA NETWORKS INC
$578K
0.0%
2,455 −674 −21.5% Reduced
GDDY GODADDY INC - CLASS A
$577K
0.0%
5,433 +185 +3.5% Added
SNPS SYNOPSYS INC
$550K
0.0%
1,069 +1,069 New
IQV IQVIA HOLDINGS INC
$547K
0.0%
2,366 +861 +57.2% Added
MMM 3M CO
$546K
0.0%
4,995 −267 −5.1% Reduced
MSCI MSCI INC
$544K
0.0%
962 +310 +47.5% Added
BDX BECTON DICKINSON AND CO
$536K
0.0%
2,197 −2,160 −49.6% Reduced
SBH SALLY BEAUTY HOLDINGS INC
$535K
0.0%
40,310 +40,310 New
OC OWENS CORNING
$522K
0.0%
3,522 +1,158 +49.0% Added
ALK ALASKA AIR GROUP INC
$521K
0.0%
13,324 +13,324 New
UI UBIQUITI INC
$518K
0.0%
3,711 +2,189 +143.8% Added
D DOMINION ENERGY INC
$517K
0.0%
10,995 +10,995 New
VRSN VERISIGN INC
$517K
0.0%
2,509 +668 +36.3% Added
LYV LIVE NATION ENTERTAINMENT IN
$516K
0.0%
5,512 −1,890 −25.5% Reduced
CVLT COMMVAULT SYSTEMS INC
$512K
0.0%
6,411 +6,411 New
BSX BOSTON SCIENTIFIC CORP
$511K
0.0%
8,831 +8,831 New
PDCOEUR PATTERSON COS INC
$508K
0.0%
17,849 +17,849 New
PGR PROGRESSIVE CORP
$507K
0.0%
3,180 −269,479 −98.8% Reduced
TOL TOLL BROTHERS INC
$505K
0.0%
4,913 +4,913 New
NTAP NETAPP INC
$503K
0.0%
5,711 +5,711 New
QCOM QUALCOMM INC
$500K
0.0%
3,458 +3,458 New
RIG TRANSOCEAN LTD
$499K
0.0%
78,587 +36,791 +88.0% Added
ETN EATON CORP PLC
$498K
0.0%
2,067 +2,067 New
LUV SOUTHWEST AIRLINES CO
$496K
0.0%
17,176 +7,643 +80.2% Added
JBL JABIL INC
$493K
0.0%
3,868 −2,654 −40.7% Reduced
MTD METTLER-TOLEDO INTERNATIONAL
$488K
0.0%
402 +194 +93.3% Added
MCO MOODY'S CORP
$482K
0.0%
1,233 +1,233 New
BRSL BRIGHTSTAR LOTTERY PLC
$479K
0.0%
17,488 +10,007 +133.8% Added
TER TERADYNE INC
$471K
0.0%
4,337 +4,337 New
DAN DANA INC
$466K
0.0%
31,867 +31,867 New
URI UNITED RENTALS INC
$461K
0.0%
804 +804 New
SHAK SHAKE SHACK INC - CLASS A
$460K
0.0%
6,209 −4,609 −42.6% Reduced
FTDR FRONTDOOR INC
$460K
0.0%
13,066 +13,066 New
SPB SPECTRUM BRANDS HOLDINGS INC
$460K
0.0%
5,762 +5,762 New
NCNO NCINO INC
$459K
0.0%
13,662 +13,662 New
GPN GLOBAL PAYMENTS INC
$459K
0.0%
3,614 +3,614 New
ZUMZ ZUMIEZ INC
$454K
0.0%
22,336 −10,886 −32.8% Reduced
MCK MCKESSON CORP
$449K
0.0%
969 +969 New
CDNS CADENCE DESIGN SYS INC
$449K
0.0%
1,647 +1,647 New
NWL NEWELL BRANDS INC
$448K
0.0%
51,619 −3,390 −6.2% Reduced
NTNX NUTANIX INC - A
$441K
0.0%
9,248 +9,248 New
FITB FIFTH THIRD BANCORP
$440K
0.0%
12,758 +12,758 New
SUM SUMMIT MATERIALS INC -CL A
$432K
0.0%
11,240 +11,240 New
SCCO SOUTHERN COPPER CORP
$432K
0.0%
5,022 +1,045 +26.3% Added
PRI PRIMERICA INC
$429K
0.0%
2,083 +334 +19.1% Added
AXTA AXALTA COATING SYSTEMS LTD
$426K
0.0%
12,550 +12,550 New
GATES INDL CORP PLC
$426K
0.0%
31,755 +10,937 +52.5% Added
ITRI ITRON INC
$426K
0.0%
5,640 +5,640 New
QLYS QUALYS INC
$422K
0.0%
2,149 +118 +5.8% Added
SHOE SHOE STATION GROUP INC
$422K
0.0%
13,956 +13,956 New
ASX ASE TECHNOLOGY HOLDING -ADR
$419K
0.0%
44,480 +15,438 +53.2% Added
CMG CHIPOTLE MEXICAN GRILL INC
$416K
0.0%
182 −646 −78.0% Reduced
EMN EASTMAN CHEMICAL CO
$414K
0.0%
4,614 +4,614 New
BIIB BIOGEN INC
$414K
0.0%
1,600 +1,600 New
TEL1USD TE CONNECTIVITY LTD
$412K
0.0%
2,929 +1,181 +67.6% Added
JCI JOHNSON CONTROLS INTERNATION
$410K
0.0%
7,108 +7,108 New
WAB WABTEC CORP
$408K
0.0%
3,214 +629 +24.3% Added
LEA LEAR CORP
$405K
0.0%
2,865 +1,270 +79.6% Added
NSC NORFOLK SOUTHERN CORP
$402K
0.0%
1,699 +1,699 New
FUL H.B. FULLER CO.
$401K
0.0%
4,929 +1,419 +40.4% Added
AMAT APPLIED MATERIALS INC
$401K
0.0%
2,475 +2,475 New
ITW ILLINOIS TOOL WORKS
$400K
0.0%
1,528 +1,528 New
HTZ HERTZ GLOBAL HLDGS INC
$399K
0.0%
38,444 −28,265 −42.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$398K
0.0%
23,424 +10,385 +79.6% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$396K
0.0%
6,481 +6,481 New
MZTI MARZETTI COMPANY
$395K
0.0%
2,372 +2,372 New
NOW SERVICENOW INC
$394K
0.0%
558 −4,089 −88.0% Reduced
SIRIEUR SIRIUS XM HOLDINGS INC
$389K
0.0%
71,093 +39,396 +124.3% Added
RPM RPM INTERNATIONAL INC
$382K
0.0%
3,423 +3,423 New
C CITIGROUP INC
$379K
0.0%
7,369 +7,369 New
SEIC SEI INVESTMENTS COMPANY
$379K
0.0%
5,963 +5,963 New
IART INTEGRA LIFESCIENCES HOLDING
$377K
0.0%
8,652 +1,184 +15.9% Added
JJSF J & J SNACK FOODS CORP
$373K
0.0%
2,230 +2,230 New
RACE FERRARI NV
$372K
0.0%
1,098 +219 +24.9% Added
MPWR MONOLITHIC POWER SYSTEMS INC
$371K
0.0%
588 +588 New
WWD WOODWARD INC
$371K
0.0%
2,724 +2,724 New
NBR NABORS INDUSTRIES LTD
$369K
0.0%
4,525 +4,525 New
DB DEUTSCHE BANK AG-REGISTERED
$365K
0.0%
26,966 +3,391 +14.4% Added
LP1 LEGGETT & PLATT INC
$362K
0.0%
13,816 +13,816 New
ADP AUTOMATIC DATA PROCESSING
$356K
0.0%
1,529 −660 −30.2% Reduced
OLED UNIVERSAL DISPLAY CORP
$356K
0.0%
1,862 +1,862 New
ASML ASML HOLDING NV-NY REG SHS
$354K
0.0%
471 +471 New
HWM HOWMET AEROSPACE INC
$353K
0.0%
6,530 +6,530 New
RELX RELX PLC - SPON ADR
$339K
0.0%
8,560 +1,782 +26.3% Added
SRCLEUR STERICYCLE INC
$333K
0.0%
6,729 +6,729 New
VRTX VERTEX PHARMACEUTICALS INC
$330K
0.0%
812 −645 −44.3% Reduced
ALSN ALLISON TRANSMISSION HOLDING
$328K
0.0%
5,642 +494 +9.6% Added
NEM NEWMONT CORP
$328K
0.0%
7,918 +7,918 New
CNI CANADIAN NATL RAILWAY CO
$326K
0.0%
2,594 +15 +0.6% Added
ROP ROPER TECHNOLOGIES INC
$320K
0.0%
587 +587 New
RL RALPH LAUREN CORP
$319K
0.0%
2,214 −15,475 −87.5% Reduced
MET METLIFE INC
$319K
0.0%
4,823 +4,823 New
RVLV REVOLVE GROUP INC
$315K
0.0%
19,026 +3,873 +25.6% Added
LIN LINDE PLC
$315K
0.0%
768 +137 +21.7% Added
FCN FTI CONSULTING INC
$313K
0.0%
1,574 +1,574 New
GLW CORNING INC
$312K
0.0%
10,248 +10,248 New
MTN VAIL RESORTS INC
$311K
0.0%
1,456 +1,456 New
UNM UNUM GROUP
$309K
0.0%
6,844 +6,844 New
ATR APTARGROUP INC
$308K
0.0%
2,494 +2,494 New
SPSC SPS COMMERCE INC
$307K
0.0%
1,582 +1,582 New
SMPL SIMPLY GOOD FOODS CO
$307K
0.0%
7,741 −7,691 −49.8% Reduced
IT GARTNER INC
$304K
0.0%
673 +673 New
CLVT CLARIVATE PLC
$303K
0.0%
32,738 +8,612 +35.7% Added
CACC CREDIT ACCEPTANCE CORP
$299K
0.0%
561 +561 New
G GENPACT LTD
$298K
0.0%
8,581 +1,503 +21.2% Added
AM ANTERO MIDSTREAM CORP
$297K
0.0%
23,717 +6,945 +41.4% Added
AEP AMERICAN ELECTRIC POWER
$297K
0.0%
3,658 −347 −8.7% Reduced
BNY BANK OF NEW YORK MELLON CORP
$297K
0.0%
5,702 −13,236 −69.9% Reduced
GM GENERAL MOTORS CO
$296K
0.0%
8,231 +8,231 New
WU WESTERN UNION CO
$296K
0.0%
24,799 +8,788 +54.9% Added
CAR AVIS BUDGET GROUP INC
$295K
0.0%
1,665 −4,632 −73.6% Reduced
ENB ENBRIDGE INC
$295K
0.0%
8,176 +8,176 New
SLGN SILGAN HOLDINGS INC
$292K
0.0%
6,447 +1,597 +32.9% Added
NEE NEXTERA ENERGY INC
$290K
0.0%
4,782 +4,782 New
OMF ONEMAIN HOLDINGS INC
$289K
0.0%
5,877 −4,327 −42.4% Reduced
VRNS VARONIS SYSTEMS INC
$286K
0.0%
6,317 +6,317 New
WCN WASTE CONNECTIONS INC
$285K
0.0%
1,910 +1,910 New
PKG PACKAGING CORP OF AMERICA
$284K
0.0%
1,743 +1,743 New
KMI KINDER MORGAN INC
$282K
0.0%
15,976 −10,619 −39.9% Reduced
PINS PINTEREST INC- CLASS A
$280K
0.0%
7,566 +7,566 New
ZIP ZIPRECRUITER INC-A
$279K
0.0%
20,094 +8,325 +70.7% Added
BKR BAKER HUGHES CO
$275K
0.0%
8,055 −9,949 −55.3% Reduced
UNFI UNITED NATURAL FOODS INC
$273K
0.0%
16,825 −22,494 −57.2% Reduced
VEEV VEEVA SYSTEMS INC-CLASS A
$272K
0.0%
1,415 −73 −4.9% Reduced
SPLKCHF SPLUNK INC
$270K
0.0%
1,772 +1,772 New
AMP AMERIPRISE FINANCIAL INC
$269K
0.0%
707 +707 New
EEFT EURONET WORLDWIDE INC
$263K
0.0%
2,595 +2,595 New
PFSI PENNYMAC FINANCIAL SERVICES
$263K
0.0%
2,979 +2,979 New
DLB DOLBY LABORATORIES INC-CL A
$263K
0.0%
3,053 +370 +13.8% Added
AON AON PLC-CLASS A
$263K
0.0%
904 +904 New
SYF SYNCHRONY FINANCIAL
$259K
0.0%
6,788 +6,788 New
GD GENERAL DYNAMICS CORP
$259K
0.0%
996 +996 New
TDC TERADATA CORP
$253K
0.0%
5,825 +5,825 New
CHTR CHARTER COMMUNICATIONS INC-A
$251K
0.0%
646 +646 New
AROC ARCHROCK INC
$250K
0.0%
16,263 +16,263 New
STLA STELLANTIS NV
$249K
0.0%
10,694 +10,694 New
DXC DXC TECHNOLOGY CO
$249K
0.0%
10,880 +10,880 New
HBM HUDBAY MINERALS INC
$247K
0.0%
44,777 +13,267 +42.1% Added
JBI JANUS INTERNATIONAL GROUP IN
$247K
0.0%
18,925 +4,571 +31.8% Added
TRP TC ENERGY CORP
$247K
0.0%
6,312 +6,312 New
SO SOUTHERN CO
$243K
0.0%
3,464 −8,740 −71.6% Reduced
PBA PEMBINA PIPELINE CORP
$242K
0.0%
7,036 +7,036 New
WEX WEX INC
$241K
0.0%
1,239 +1,239 New
CTSH COGNIZANT TECH SOLUTIONS-A
$240K
0.0%
3,171 +3,171 New
WM WASTE MANAGEMENT INC
$237K
0.0%
1,326 +1,326 New
EQH EQUITABLE HOLDINGS INC
$237K
0.0%
7,104 +7,104 New
RSG REPUBLIC SERVICES INC
$236K
0.0%
1,429 +1,429 New
GRAB GRAB HOLDINGS LTD - CL A
$233K
0.0%
69,276 +69,276 New
MPC MARATHON PETROLEUM CORP
$233K
0.0%
1,571 +1,571 New
BKD BROOKDALE SENIOR LIVING INC
$231K
0.0%
39,730 +1,684 +4.4% Added
T AT&T INC
$229K
0.0%
13,674 +13,674 New
EW EDWARDS LIFESCIENCES CORP
$227K
0.0%
2,977 −2,331 −43.9% Reduced
8HH AVANOS MEDICAL INC
$226K
0.0%
10,091 +10,091 New
CINF CINCINNATI FINANCIAL CORP
$226K
0.0%
2,184 +2,184 New
BCE BCE INC
$225K
0.0%
5,713 +5,713 New
BERY* BERRY GLOBAL GROUP INC
$225K
0.0%
3,332 −3,891 −53.9% Reduced
ZD ZIFF DAVIS INC
$224K
0.0%
3,337 +3,337 New
P EVERPURE INC-A
$224K
0.0%
6,276 +6,276 New
PERIMETER SOLUTIONS SA
$221K
0.0%
47,935 +21,872 +83.9% Added
NWG NATWEST GROUP PLC -SPON ADR
$219K
0.0%
38,973 +13,382 +52.3% Added
LOGI LOGITECH INTERNATIONAL-REG
$219K
0.0%
2,307 +2,307 New
CR CRANE CO
$218K
0.0%
1,849 +1,849 New
CMC COMMERCIAL METALS CO
$217K
0.0%
4,345 +4,345 New
WTS WATTS WATER TECHNOLOGIES-A
$215K
0.0%
1,030 +1,030 New
WMB WILLIAMS COS INC
$213K
0.0%
6,114 +6,114 New
MATX MATSON INC
$210K
0.0%
1,919 +1,919 New
RCL ROYAL CARIBBEAN CRUISES LTD
$209K
0.0%
1,612 −2,014 −55.5% Reduced
LBTYK LIBERTY GLOBAL LTD-C
$208K
0.0%
11,157 +11,157 New
PL0 PLAYA HOTELS & RESORTS NV
$206K
0.0%
23,857 +5,796 +32.1% Added
EXC EXELON CORP
$203K
0.0%
5,664 +5,664 New
GLNG GOLAR LNG LTD
$203K
0.0%
8,844 +8,844 New
SPNT SIRIUSPOINT LTD
$196K
0.0%
16,857 +16,857 New
XRX XEROX HOLDINGS CORP
$193K
0.0%
10,546 −1,498 −12.4% Reduced
GTX GARRETT MOTION INC
$191K
0.0%
19,798 +4,927 +33.1% Added
KGC KINROSS GOLD CORP
$172K
0.0%
28,435 +1,122 +4.1% Added
ENHABIT INC
$153K
0.0%
14,828 +14,828 New
DBI DESIGNER BRANDS INC-CLASS A
$145K
0.0%
16,436 +16,436 New

Sold positions

128 closed in Q4 2023 · shares & value as of prior filing
Holding Shares sold Prior value
AMZN CALL AMAZON.COM INC
610,000 $77.5M
UNP UNION PACIFIC CORP
327,763 $66.7M
ABCAM PLC
2,446,122 $55.4M
XYZ BLOCK INC
946,070 $41.9M
CEG CONSTELLATION ENERGY
335,616 $36.6M
CLSEUR CELESTICA INC
806,561 $19.8M
ATRAGBX ATARA BIOTHERAPEUTICS INC
6,290,713 $9.3M
AEO AMERICAN EAGLE OUTFITTERS
203,004 $3.4M
WING WINGSTOP INC
18,131 $3.3M
CSCO CISCO SYSTEMS INC
51,160 $2.8M
PLAY DAVE & BUSTER'S ENTERTAINMEN
69,068 $2.6M
PG PROCTER & GAMBLE CO
17,349 $2.5M
AZO AUTOZONE INC
936 $2.4M
SFM SPROUTS FARMERS MARKET INC
53,732 $2.3M
EXPE EXPEDIA GROUP INC
22,092 $2.3M
EYE NATIONAL VISION HOLDINGS INC
138,619 $2.2M
URBN URBAN OUTFITTERS INC
64,780 $2.1M
CASY CASEY'S GENERAL STORES INC
7,371 $2.0M
TRIP TRIPADVISOR INC
105,039 $1.7M
EAT BRINKER INTERNATIONAL INC
54,435 $1.7M
SHW SHERWIN-WILLIAMS CO
6,450 $1.6M
HAIN HAIN CELESTIAL GROUP INC
157,483 $1.6M
EQIX EQUINIX INC
2,203 $1.6M
CVS CVS HEALTH CORP
22,676 $1.6M
CHD CHURCH & DWIGHT CO INC
16,175 $1.5M
PZZA PAPA JOHN'S INTL INC
21,349 $1.5M
AAL AMERICAN AIRLINES GROUP INC
105,355 $1.3M
LMT LOCKHEED MARTIN CORP
3,298 $1.3M
PBH PRESTIGE CONSUMER HEALTHCARE
23,172 $1.3M
EPC EDGEWELL PERSONAL CARE CO
35,767 $1.3M
POST POST HOLDINGS INC
15,313 $1.3M
SJM JM SMUCKER CO
10,549 $1.3M
TJX TJX COMPANIES INC
14,405 $1.3M
HLT HILTON WORLDWIDE HOLDINGS IN
8,400 $1.3M
HCA HCA HEALTHCARE INC
5,022 $1.2M
INTC INTEL CORP
33,778 $1.2M
NKE NIKE INC -CL B
12,503 $1.2M
WFC WELLS FARGO & CO
27,887 $1.1M
M MACY'S INC
93,446 $1.1M
ADM ARCHER-DANIELS-MIDLAND CO
14,230 $1.1M
CVX CHEVRON CORP
6,238 $1.1M
H HYATT HOTELS CORP - CL A
9,800 $1.0M
TWNKEUR HOSTESS BRANDS INC
30,911 $1.0M
MRSH MARSH & MCLENNAN COS
5,243 $998K
BHC BAUSCH HEALTH COS INC
120,963 $994K
JNJ JOHNSON & JOHNSON
6,080 $947K
CARR CARRIER GLOBAL CORP
16,673 $920K
ABBV ABBVIE INC
6,073 $905K
ETSY ETSY INC
13,770 $889K
RMD RESMED INC
5,891 $871K
TFC TRUIST FINANCIAL CORP
29,622 $847K
MTCH MATCH GROUP INC
19,713 $772K
AIY ACTIVISION BLIZZARD INC
8,172 $765K
CL COLGATE-PALMOLIVE CO
10,449 $743K
FND FLOOR & DECOR HOLDINGS INC-A
7,613 $689K
VSXY VICTORIA'S SECRET & CO
40,269 $672K
ANF ABERCROMBIE & FITCH CO-CL A
11,579 $653K
FRPT FRESHPET INC
9,855 $649K
CME CME GROUP INC
3,137 $628K
OKE ONEOK INC
9,738 $618K
MNRO MONRO INC
21,085 $586K
HRL HORMEL FOODS CORP
15,237 $579K
FISV FISERV INC
5,087 $575K
ZTS ZOETIS INC
3,288 $572K
INTU INTUIT INC
1,102 $563K
OTEX OPEN TEXT CORP
15,681 $550K
BRK/B BERKSHIRE HATHAWAY INC-CL B
1,561 $547K
UNH UNITEDHEALTH GROUP INC
1,076 $543K
PH PARKER HANNIFIN CORP
1,380 $538K
AMGN AMGEN INC
1,882 $506K
DOW DOW INC
9,727 $502K
SNBRQ SLEEP NUMBER CORP
20,328 $500K
FCX FREEPORT-MCMORAN INC
12,988 $484K
CI THE CIGNA GROUP
1,642 $470K
OXY OCCIDENTAL PETROLEUM CORP
6,703 $435K
DVN DEVON ENERGY CORP
8,426 $402K
NXPI NXP SEMICONDUCTORS NV
2,004 $401K
VMW* VMWARE INC-CLASS A
2,360 $393K
HUBS HUBSPOT INC
768 $378K
WDC WESTERN DIGITAL CORP
8,179 $373K
IVZ INVESCO LTD
25,577 $371K
PCG P G & E CORP
21,638 $349K
BBW BUILD-A-BEAR WORKSHOP INC
11,616 $342K
DUK DUKE ENERGY CORP
3,806 $336K
MRO* MARATHON OIL CORP
11,931 $319K
PLCE CHILDREN'S PLACE INC
11,787 $319K
CNQ CANADIAN NATURAL RESOURCES
4,916 $318K
MNST MONSTER BEVERAGE CORP
5,926 $314K
MO ALTRIA GROUP INC
7,377 $310K
KR KROGER CO
6,865 $307K
DE8 DENNY'S CORP
36,058 $305K
IP INTERNATIONAL PAPER CO
8,513 $302K
AMKR AMKOR TECHNOLOGY INC
13,192 $298K
GT GOODYEAR TIRE & RUBBER CO
23,732 $295K
PETS PETMED EXPRESS INC
27,464 $282K
WRKUSD WESTROCK CO
7,785 $279K
BX BLACKSTONE INC
2,601 $279K
TDG TRANSDIGM GROUP INC
326 $275K
LIVN LIVANOVA PLC
5,173 $274K
PLD PROLOGIS INC
2,392 $268K
ATRAGBX CALL ATARA BIOTHERAPEUTICS INC
181,100 $268K
TROX TRONOX HOLDINGS PLC
19,910 $268K
NTRS NORTHERN TRUST CORP
3,802 $264K
KEYS KEYSIGHT TECHNOLOGIES IN
1,930 $255K
SPGI S&P GLOBAL INC
698 $255K
SF STIFEL FINANCIAL CORP
4,029 $248K
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
1,035 $245K
OII OCEANEERING INTL INC
9,421 $242K
COP CONOCOPHILLIPS
2,015 $241K
SLM SLM CORP
17,574 $239K
SEALED AIR CORP NEW
7,275 $239K
PLUG PLUG POWER INC
30,378 $231K
VFC VF CORP
12,736 $225K
CNO CNO FINANCIAL GROUP INC
9,411 $223K
ALV AUTOLIV INC
2,309 $223K
VRT VERTIV HOLDINGS CO-A
5,981 $222K
NXST NEXSTAR MEDIA GROUP INC
1,530 $219K
IBP INSTALLED BUILDING PRODUCTS
1,671 $209K
HSBC HSBC HOLDINGS PLC-SPONS ADR
5,276 $208K
VLO VALERO ENERGY CORP
1,454 $206K
LKQ LKQ CORP
4,133 $205K
VOD VODAFONE GROUP PLC-SP ADR
20,461 $194K
SPWRCHF SUNPOWER CORP
22,750 $140K
BTG B2GOLD CORP
44,116 $127K
ADEA ADEIA INC
11,687 $125K
XPER XPERI INC
11,312 $112K
WOOF PETCO HEALTH AND WELLNESS CO
23,099 $94K
ADT ADT INC
12,141 $73K

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.