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· CIK 0000763212
13F Portfolio Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
319 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 LLY ELI LILLY & CO Healthcare 9,265,782 $9.96B 7.54% NEW
2 MU MICRON TECHNOLOGY INC Technology 24,794,936 $7.08B 5.36% NEW
3 GOOGL ALPHABET INC Communication Services 15,128,289 $4.74B 3.58% NEW
4 MSFT MICROSOFT CORP Technology 7,287,520 $3.52B 2.67% NEW
5 KLAC KLA CORP Technology 2,875,962 $3.49B 2.65% NEW
6 AZN ASTRAZENECA PLC Healthcare 36,915,261 $3.39B 2.57% NEW
7 NVDA NVIDIA CORPORATION Technology 17,227,520 $3.21B 2.43% NEW
8 BSX BOSTON SCIENTIFIC CORP Healthcare 31,096,184 $2.97B 2.24% NEW
9 AMGN AMGEN INC Healthcare 8,904,979 $2.91B 2.21% NEW
10 TSLA TESLA INC Consumer Cyclical 6,317,420 $2.84B 2.15% NEW
11 AMZN AMAZON COM INC Consumer Cyclical 12,256,188 $2.83B 2.14% NEW
12 INTC INTEL CORP Technology 76,132,268 $2.81B 2.13% NEW
13 ALIBABA GROUP HLDG LTD 18,977,436 $2.78B 2.11% NEW
14 BIIB BIOGEN INC Healthcare 14,757,997 $2.60B 1.97% NEW
15 FDX FEDEX CORP Industrials 8,512,671 $2.46B 1.86% NEW
16 SCHW SCHWAB CHARLES CORP Financial Services 23,276,071 $2.33B 1.76% NEW
17 LUV SOUTHWEST AIRLS CO Industrials 47,392,095 $1.96B 1.48% NEW
18 GOOGL ALPHABET INC Communication Services 5,762,640 $1.81B 1.37% NEW
19 UAL UNITED AIRLS HLDGS INC Industrials 15,978,490 $1.79B 1.35% NEW
20 TXN TEXAS INSTRS INC Technology 10,084,686 $1.75B 1.32% NEW
21 ROST ROSS STORES INC Consumer Cyclical 9,207,200 $1.66B 1.25% NEW
22 FLEX FLEX LTD Technology 26,702,091 $1.61B 1.22% NEW
23 ONC BEONE MEDICINES LTD Healthcare 4,980,581 $1.51B 1.15% NEW
24 RJF RAYMOND JAMES FINL INC Financial Services 9,342,072 $1.50B 1.14% NEW
25 TJX TJX COS INC NEW Consumer Cyclical 9,739,320 $1.50B 1.13% NEW
26 SONY SONY GROUP CORP Technology 58,301,430 $1.49B 1.13% NEW
27 BIDU BAIDU INC Communication Services 11,103,600 $1.45B 1.10% NEW
28 V VISA INC Financial Services 4,008,951 $1.41B 1.06% NEW
29 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,875,550 $1.34B 1.02% NEW
30 ADBE ADOBE INC Technology 3,676,206 $1.29B 0.97% NEW
31 GSK GSK PLC Healthcare 25,130,160 $1.23B 0.93% NEW
32 DAL DELTA AIR LINES INC DEL Industrials 17,594,127 $1.22B 0.92% NEW
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,057,292 $1.19B 0.90% NEW
34 ORCL ORACLE CORP Technology 6,031,740 $1.18B 0.89% NEW
35 JPM JPMORGAN CHASE & CO. Financial Services 3,606,887 $1.16B 0.88% NEW
36 COP CONOCOPHILLIPS Energy 11,577,465 $1.08B 0.82% NEW
37 ELAN ELANCO ANIMAL HEALTH INC Healthcare 46,214,088 $1.05B 0.79% NEW
38 NVS NOVARTIS AG Healthcare 7,579,274 $1.04B 0.79% NEW
39 NTAP NETAPP INC Technology 9,068,055 $971.1M 0.73% NEW
40 NTRS NORTHERN TR CORP Financial Services 6,607,717 $902.5M 0.68% NEW
41 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,549,314 $864.7M 0.66% NEW
42 ADI ANALOG DEVICES INC Technology 3,141,640 $852.0M 0.65% NEW
43 ACM AECOM Industrials 8,667,283 $826.3M 0.62% NEW
44 WFC WELLS FARGO CO NEW Financial Services 8,360,272 $779.2M 0.59% NEW
45 JBL JABIL INC Technology 3,343,670 $762.4M 0.58% NEW
46 AAL AMERICAN AIRLS GROUP INC Industrials 49,002,554 $751.2M 0.57% NEW
47 DIS DISNEY WALT CO Communication Services 6,236,627 $709.5M 0.54% NEW
48 INTU INTUIT Technology 1,056,337 $699.7M 0.53% NEW
49 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,410,521 $672.3M 0.51% NEW
50 NXT NEXTPOWER INC Technology 6,951,597 $605.6M 0.46% NEW
51 J JACOBS SOLUTIONS INC Industrials 4,525,959 $599.5M 0.45% NEW
52 MAT MATTEL INC Consumer Cyclical 29,804,075 $591.3M 0.45% NEW
53 MKTX MARKETAXESS HLDGS INC Financial Services 3,175,425 $575.5M 0.44% NEW
54 IEX IDEX CORP Industrials 3,226,787 $574.2M 0.43% NEW
55 TDG TRANSDIGM GROUP INC Industrials 410,217 $545.5M 0.41% NEW
56 META META PLATFORMS INC Communication Services 788,790 $520.7M 0.39% NEW
57 CME CME GROUP INC Financial Services 1,879,018 $513.1M 0.39% NEW
58 CAT CATERPILLAR INC Industrials 880,170 $504.2M 0.38% NEW
59 AAPL APPLE INC Technology 1,760,880 $478.7M 0.36% NEW
60 PYPL PAYPAL HLDGS INC Financial Services 8,168,490 $476.9M 0.36% NEW
61 DLTR DOLLAR TREE INC Consumer Defensive 3,832,425 $471.4M 0.36% NEW
62 HPE HEWLETT PACKARD ENTERPRISE C Technology 19,212,717 $461.5M 0.35% NEW
63 FICO FAIR ISAAC CORP Technology 243,374 $411.5M 0.31% NEW
64 QCOM QUALCOMM INC Technology 2,338,084 $399.9M 0.30% NEW
65 ALB ALBEMARLE CORP Basic Materials 2,805,069 $396.7M 0.30% NEW
66 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,666,298 $393.6M 0.30% NEW
67 HPQ HP INC Technology 17,655,485 $393.4M 0.30% NEW
68 FLUTTER ENTMT PLC 1,787,790 $384.4M 0.29% NEW
69 ASML ASML HOLDING N V Technology 356,776 $381.7M 0.29% NEW
70 GKOS GLAUKOS CORP Healthcare 3,376,928 $381.3M 0.29% NEW
71 LIN LINDE PLC Basic Materials 888,620 $378.9M 0.29% NEW
72 NFLX NETFLIX INC Communication Services 4,023,110 $377.2M 0.29% NEW
73 CSCO CISCO SYS INC Technology 4,841,060 $372.9M 0.28% NEW
74 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 3,478,669 $372.4M 0.28% NEW
75 GLW CORNING INC Technology 4,138,172 $362.3M 0.27% NEW
76 BNTX BIONTECH SE Healthcare 3,800,011 $361.8M 0.27% NEW
77 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,999,410 $359.6M 0.27% NEW
78 MDB MONGODB INC Technology 848,279 $356.0M 0.27% NEW
79 CVX CHEVRON CORP NEW Energy 2,325,352 $354.4M 0.27% NEW
80 AMTM AMENTUM HOLDINGS INC Industrials 12,126,927 $351.7M 0.27% NEW
81 SNPS SYNOPSYS INC Technology 734,800 $345.2M 0.26% NEW
82 DHR DANAHER CORPORATION Healthcare 1,480,720 $339.0M 0.26% NEW
83 XMTR XOMETRY INC Industrials 5,682,907 $338.0M 0.26% NEW
84 AMAT APPLIED MATLS INC Technology 1,233,826 $317.1M 0.24% NEW
85 CW CURTISS WRIGHT CORP Industrials 564,000 $310.9M 0.23% NEW
86 TRMB TRIMBLE INC Technology 3,931,266 $308.0M 0.23% NEW
87 MA MASTERCARD INCORPORATED Financial Services 520,791 $297.3M 0.23% NEW
88 USFD US FOODS HLDG CORP Consumer Defensive 3,911,610 $294.6M 0.22% NEW
89 BK BANK NEW YORK MELLON CORP Financial Services 2,521,678 $292.7M 0.22% NEW
90 EW EDWARDS LIFESCIENCES CORP Healthcare 3,418,791 $291.5M 0.22% NEW
91 NSC NORFOLK SOUTHN CORP Industrials 1,002,183 $289.4M 0.22% NEW
92 C CITIGROUP INC Financial Services 2,468,300 $288.0M 0.22% NEW
93 WHR WHIRLPOOL CORP Consumer Cyclical 3,816,068 $275.3M 0.21% NEW
94 SYY SYSCO CORP Consumer Defensive 3,685,129 $271.6M 0.21% NEW
95 ENTG ENTEGRIS INC Technology 3,160,334 $266.3M 0.20% NEW
96 PGR PROGRESSIVE CORP Financial Services 1,149,900 $261.9M 0.20% NEW
97 AVGO BROADCOM INC Technology 755,728 $261.6M 0.20% NEW
98 ILMN ILLUMINA INC Healthcare 1,989,679 $261.0M 0.20% NEW
99 LIVN LIVANOVA PLC Healthcare 4,224,852 $260.0M 0.20% NEW
100 XPEV XPENG INC Consumer Cyclical 12,801,087 $259.6M 0.20% NEW
101 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 26,629,299 $257.0M 0.20% NEW
102 OLED UNIVERSAL DISPLAY CORP Technology 2,196,328 $256.5M 0.19% NEW
103 MRVL MARVELL TECHNOLOGY INC Technology 2,926,805 $248.7M 0.19% NEW
104 BURL BURLINGTON STORES INC Consumer Cyclical 807,190 $233.2M 0.18% NEW
105 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,529,987 $227.5M 0.17% NEW
106 UNP UNION PAC CORP Industrials 955,740 $221.1M 0.17% NEW
107 UPS UNITED PARCEL SERVICE INC Industrials 2,146,931 $213.0M 0.16% NEW
108 CVS CVS HEALTH CORP Healthcare 2,410,530 $191.3M 0.14% NEW
109 AMD ADVANCED MICRO DEVICES INC Technology 875,699 $187.5M 0.14% NEW
110 OTIS OTIS WORLDWIDE CORP Industrials 2,092,661 $182.8M 0.14% NEW
111 ADSK AUTODESK INC Technology 615,100 $182.1M 0.14% NEW
112 A AGILENT TECHNOLOGIES INC Healthcare 1,337,436 $182.0M 0.14% NEW
113 SYK STRYKER CORPORATION Healthcare 516,792 $181.6M 0.14% NEW
114 PANW PALO ALTO NETWORKS INC Technology 968,780 $178.4M 0.14% NEW
115 EOG RES INC 1,620,262 $170.1M 0.13% NEW
116 AME AMETEK INC Industrials 823,154 $169.0M 0.13% NEW
117 KMX CARMAX INC Consumer Cyclical 4,367,236 $168.7M 0.13% NEW
118 EBAY EBAY INC. Consumer Cyclical 1,884,020 $164.1M 0.12% NEW
119 ALK ALASKA AIR GROUP INC Industrials 3,260,830 $164.0M 0.12% NEW
120 CCL1EUR CARNIVAL CORP 5,366,603 $163.9M 0.12% NEW
121 GRAL GRAIL INC Healthcare 1,838,684 $157.4M 0.12% NEW
122 XNCR XENCOR INC Healthcare 10,218,322 $156.4M 0.12% NEW
123 CARR CARRIER GLOBAL CORPORATION Industrials 2,919,575 $154.3M 0.12% NEW
124 SPOT SPOTIFY TECHNOLOGY S A Communication Services 263,956 $153.3M 0.12% NEW
125 PM PHILIP MORRIS INTL INC Consumer Defensive 900,900 $144.5M 0.11% NEW
126 OKTA OKTA INC Technology 1,641,028 $141.9M 0.11% NEW
127 NTNX NUTANIX INC Technology 2,706,553 $139.9M 0.11% NEW
128 BAC BANK AMERICA CORP Financial Services 2,540,732 $139.7M 0.11% NEW
129 TER TERADYNE INC Technology 716,570 $138.7M 0.10% NEW
130 IMCR IMMUNOCORE HLDGS PLC Healthcare 3,961,880 $137.5M 0.10% NEW
131 GS GOLDMAN SACHS GROUP INC Financial Services 155,430 $136.6M 0.10% NEW
132 GD GENERAL DYNAMICS CORP Industrials 399,010 $134.3M 0.10% NEW
133 WDC WESTERN DIGITAL CORP Technology 753,540 $129.8M 0.10% NEW
134 KEYS KEYSIGHT TECHNOLOGIES INC Technology 592,605 $120.4M 0.09% NEW
135 RVTY REVVITY INC Healthcare 1,238,285 $119.8M 0.09% NEW
136 CIEN CIENA CORP Technology 511,600 $119.6M 0.09% NEW
137 FORM FORMFACTOR INC Technology 2,081,246 $116.1M 0.09% NEW
138 TXT TEXTRON INC Industrials 1,264,940 $110.3M 0.08% NEW
139 ZM ZOOM COMMUNICATIONS INC Technology 1,249,600 $107.8M 0.08% NEW
140 MOG.B MOOG INC Industrials 439,860 $107.1M 0.08% NEW
141 SEAGATE TECHNOLOGY HLDNGS PL 384,282 $105.8M 0.08% NEW
142 ALC ALCON AG Healthcare 1,340,866 $105.7M 0.08% NEW
143 INDI INDIE SEMICONDUCTOR INC Technology 29,774,708 $105.1M 0.08% NEW
144 LYV LIVE NATION ENTERTAINMENT IN Communication Services 730,600 $104.1M 0.08% NEW
145 DOW DOW INC Basic Materials 4,432,562 $103.6M 0.08% NEW
146 DSGX DESCARTES SYS GROUP INC Technology 1,178,440 $103.3M 0.08% NEW
147 APP APPLOVIN CORP Technology 152,525 $102.8M 0.08% NEW
148 IMNM IMMUNOME INC Healthcare 4,685,441 $100.6M 0.08% NEW
149 JBHT HUNT J B TRANS SVCS INC Industrials 517,710 $100.6M 0.08% NEW
150 ROK ROCKWELL AUTOMATION INC Industrials 254,910 $99.2M 0.07% NEW
151 IQVIA HLDGS INC 432,071 $97.4M 0.07% NEW
152 MRSH MARSH & MCLENNAN COS INC Financial Services 518,200 $96.1M 0.07% NEW
153 ABT ABBOTT LABS Healthcare 762,820 $95.6M 0.07% NEW
154 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 3,906,744 $95.3M 0.07% NEW
155 HON HONEYWELL INTL INC Industrials 488,200 $95.2M 0.07% NEW
156 NKE NIKE INC Consumer Cyclical 1,466,530 $93.4M 0.07% NEW
157 COF CAPITAL ONE FINL CORP Financial Services 382,970 $92.8M 0.07% NEW
158 TMUS T-MOBILE US INC Communication Services 438,459 $89.0M 0.07% NEW
159 BBDO CAMECO CORP Financial Services 933,670 $85.4M 0.07% NEW
160 LYFT LYFT INC Technology 4,321,300 $83.7M 0.06% NEW
161 MAR MARRIOTT INTL INC NEW Consumer Cyclical 264,360 $82.0M 0.06% NEW
162 WSC WILLSCOT HLDGS CORP Industrials 4,267,400 $80.4M 0.06% NEW
163 DD DUPONT DE NEMOURS INC Basic Materials 1,997,419 $80.3M 0.06% NEW
164 CTVA CORTEVA INC Basic Materials 1,190,180 $79.8M 0.06% NEW
165 CSX CSX CORP Industrials 2,192,000 $79.5M 0.06% NEW
166 Q QNITY ELECTRONICS INC Technology 972,974 $79.4M 0.06% NEW
167 XPO XPO INC Industrials 569,634 $77.4M 0.06% NEW
168 MS MORGAN STANLEY Financial Services 432,388 $76.8M 0.06% NEW
169 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 843,379 $75.9M 0.06% NEW
170 EVR EVERCORE INC Financial Services 220,050 $74.9M 0.06% NEW
171 CVNA CARVANA CO Consumer Cyclical 177,025 $74.7M 0.06% NEW
172 CAVA CAVA GROUP INC Consumer Cyclical 1,260,250 $74.0M 0.06% NEW
173 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 507,740 $72.0M 0.06% NEW
174 ALKS ALKERMES PLC Healthcare 2,564,300 $71.7M 0.05% NEW
175 WELL WELLTOWER INC Real Estate 384,309 $71.3M 0.05% NEW
176 RYAAY RYANAIR HOLDINGS PLC 986,972 $71.2M 0.05% NEW
177 CRM SALESFORCE INC Technology 268,450 $71.1M 0.05% NEW
178 WVE WAVE LIFE SCIENCES LTD Healthcare 4,095,282 $69.6M 0.05% NEW
179 RTX RTX CORPORATION Industrials 376,262 $69.0M 0.05% NEW
180 OSIS OSI SYSTEMS INC Technology 267,710 $68.3M 0.05% NEW
181 PINS PINTEREST INC Communication Services 2,478,700 $64.2M 0.05% NEW
182 UNH UNITEDHEALTH GROUP INC Healthcare 193,421 $63.9M 0.05% NEW
183 FTI TECHNIPFMC PLC Energy 1,388,370 $61.9M 0.05% NEW
184 CTRA COTERRA ENERGY INC Energy 2,289,750 $60.3M 0.05% NEW
185 NVT NVENT ELECTRIC PLC Industrials 573,850 $58.5M 0.04% NEW
186 FIDELITY NATL INFORMATION SV 846,206 $56.2M 0.04% NEW
187 VKTX VIKING HOLDINGS LTD Healthcare 784,273 $56.0M 0.04% NEW
188 ACLS AXCELIS TECHNOLOGIES INC Technology 664,942 $53.4M 0.04% NEW
189 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 485,990 $53.3M 0.04% NEW
190 CRL CHARLES RIV LABS INTL INC Healthcare 266,890 $53.2M 0.04% NEW
191 IE IVANHOE ELECTRIC INC Technology 3,054,884 $48.8M 0.04% NEW
192 DELL DELL TECHNOLOGIES INC Technology 375,150 $47.2M 0.04% NEW
193 UBER UBER TECHNOLOGIES INC Technology 566,100 $46.3M 0.04% NEW
194 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 879,677 $46.0M 0.04% NEW
195 PRM PERIMETER SOLUTIONS INC Basic Materials 1,644,081 $45.3M 0.03% NEW
196 TW TRADEWEB MKTS INC Financial Services 420,272 $45.2M 0.03% NEW
197 ELF E L F BEAUTY INC Consumer Defensive 583,085 $44.3M 0.03% NEW
198 BBIO BRIDGEBIO PHARMA INC Healthcare 569,680 $43.6M 0.03% NEW
199 GTLB GITLAB INC Technology 1,159,261 $43.5M 0.03% NEW
200 CRWD CROWDSTRIKE HLDGS INC Technology 91,180 $42.7M 0.03% NEW
201 PSN PARSONS CORP DEL Industrials 650,700 $40.2M 0.03% NEW
202 AUR AURORA INNOVATION INC Technology 10,203,580 $39.2M 0.03% NEW
203 ARLO ARLO TECHNOLOGIES INC Industrials 2,778,740 $38.9M 0.03% NEW
204 GTM ZOOMINFO TECHNOLOGIES INC Technology 3,670,164 $37.3M 0.03% NEW
205 ULTA ULTA BEAUTY INC Consumer Cyclical 61,420 $37.2M 0.03% NEW
206 EXE EXPAND ENERGY CORPORATION Energy 330,947 $36.5M 0.03% NEW
207 NORWEGIAN CRUISE LINE HLDG L 1,605,905 $35.8M 0.03% NEW
208 KEY KEYCORP Financial Services 1,699,430 $35.1M 0.03% NEW
209 TTD THE TRADE DESK INC Technology 908,605 $34.5M 0.03% NEW
210 DE DEERE & CO Industrials 72,670 $33.8M 0.03% NEW
211 NWL NEWELL BRANDS INC Consumer Defensive 8,708,943 $32.4M 0.03% NEW
212 IYE EXXON MOBIL CORP 265,630 $32.0M 0.02% NEW
213 WEX WEX INC Technology 214,560 $32.0M 0.02% NEW
214 BRKR BRUKER CORP Healthcare 655,100 $30.9M 0.02% NEW
215 KEX KIRBY CORP Industrials 277,803 $30.6M 0.02% NEW
216 RGEN REPLIGEN CORP Healthcare 186,668 $30.6M 0.02% NEW
217 GFF GRIFFON CORP Industrials 410,547 $30.2M 0.02% NEW
218 PODD INSULET CORP Healthcare 103,580 $29.4M 0.02% NEW
219 GFL GFL ENVIRONMENTAL INC Industrials 667,800 $28.7M 0.02% NEW
220 IT GARTNER INC Technology 111,500 $28.1M 0.02% NEW
221 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,644,680 $27.6M 0.02% NEW
222 VNOM VIPER ENERGY INC Energy 692,100 $26.7M 0.02% NEW
223 HUM HUMANA INC Healthcare 100,650 $25.8M 0.02% NEW
224 ARM ARM HOLDINGS PLC Technology 233,880 $25.6M 0.02% NEW
225 CASY CASEYS GEN STORES INC Consumer Cyclical 46,000 $25.4M 0.02% NEW
226 TSN TYSON FOODS INC Consumer Defensive 415,000 $24.3M 0.02% NEW
227 DOCU DOCUSIGN INC Technology 352,410 $24.1M 0.02% NEW
228 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 93,929 $24.0M 0.02% NEW
229 TROX TRONOX HOLDINGS PLC Basic Materials 5,478,402 $22.8M 0.02% NEW
230 FLYW FLYWIRE CORPORATION Technology 1,572,500 $22.3M 0.02% NEW
231 DASH DOORDASH INC Communication Services 92,460 $20.9M 0.02% NEW
232 IMAX IMAX CORP Communication Services 559,502 $20.7M 0.02% NEW
233 FCX FREEPORT-MCMORAN INC Basic Materials 353,670 $18.0M 0.01% NEW
234 SAIA SAIA INC Industrials 54,420 $17.8M 0.01% NEW
235 BRBR BELLRING BRANDS INC Consumer Defensive 660,400 $17.7M 0.01% NEW
236 MO ALTRIA GROUP INC Consumer Defensive 294,700 $17.0M 0.01% NEW
237 WMT WALMART INC Consumer Defensive 151,450 $16.9M 0.01% NEW
238 RIG TRANSOCEAN LTD Energy 3,984,970 $16.5M 0.01% NEW
239 BIRK BIRKENSTOCK HOLDING PLC Consumer Cyclical 386,800 $15.8M 0.01% NEW
240 SYNA SYNAPTICS INC Technology 211,700 $15.7M 0.01% NEW
241 SEPN SEPTERNA INC Healthcare 546,100 $15.2M 0.01% NEW
242 SN SHARKNINJA INC Consumer Cyclical 133,300 $14.9M 0.01% NEW
243 WAT WATERS CORP Healthcare 39,047 $14.8M 0.01% NEW
244 VSEC VSE CORP Industrials 81,015 $14.0M 0.01% NEW
245 CYBERARK SOFTWARE LTD 30,500 $13.6M 0.01% NEW
246 SLB SLB LIMITED Energy 329,280 $12.6M 0.01% NEW
247 PCG PG&E CORP Utilities 766,700 $12.3M 0.01% NEW
248 NKTR NEKTAR THERAPEUTICS Healthcare 280,150 $11.8M 0.01% NEW
249 NMIH NMI HLDGS INC Financial Services 279,910 $11.4M 0.01% NEW
250 ALLO ALLOGENE THERAPEUTICS INC Healthcare 8,139,840 $11.2M 0.01% NEW
251 JBLU JETBLUE AWYS CORP Industrials 2,400,600 $10.9M 0.01% NEW
252 BB BLACKBERRY LTD Technology 2,874,476 $10.9M 0.01% NEW
253 CMA COMERICA INC 125,160 $10.9M 0.01% NEW
254 U UNITY SOFTWARE INC Technology 244,994 $10.8M 0.01% NEW
255 FMC FMC CORP Basic Materials 755,192 $10.5M 0.01% NEW
256 LUNG PULMONX CORP Healthcare 4,727,791 $10.4M 0.01% NEW
257 MCD MCDONALDS CORP Consumer Cyclical 33,930 $10.4M 0.01% NEW
258 CSGP COSTAR GROUP INC Real Estate 151,000 $10.2M 0.01% NEW
259 RNG RINGCENTRAL INC Technology 339,075 $9.8M 0.01% NEW
260 CREDO TECHNOLOGY GROUP HOLDI 67,500 $9.7M 0.01% NEW
261 LASR NLIGHT INC Technology 226,739 $8.5M 0.01% NEW
262 FOLD AMICUS THERAPEUTICS INC Healthcare 589,400 $8.4M 0.01% NEW
263 PEN PENUMBRA INC Healthcare 26,260 $8.2M 0.01% NEW
264 BOOT BOOT BARN HLDGS INC Consumer Cyclical 46,080 $8.1M 0.01% NEW
265 MUSA MURPHY USA INC Consumer Cyclical 19,926 $8.0M 0.01% NEW
266 GXO GXO LOGISTICS INCORPORATED Industrials 150,700 $7.9M 0.01% NEW
267 RXO RXO INC Industrials 603,076 $7.6M 0.01% NEW
268 AXON AXON ENTERPRISE INC Industrials 12,100 $6.9M 0.01% NEW
269 THG HANOVER INS GROUP INC Financial Services 36,900 $6.7M 0.01% NEW
270 GLXY GALAXY DIGITAL INC. Financial Services 290,700 $6.5M 0.01% NEW
271 BBWI BATH & BODY WORKS INC Consumer Cyclical 317,190 $6.4M 0.01% NEW
272 LENZ LENZ THERAPEUTICS INC Healthcare 372,200 $6.0M 0.01% NEW
273 SOLSTICE ADVANCED MATLS INC 119,750 $5.8M 0.00% NEW
274 LPLA LPL FINL HLDGS INC Financial Services 16,000 $5.7M 0.00% NEW
275 TOST TOAST INC Technology 156,000 $5.5M 0.00% NEW
276 SVV SAVERS VALUE VLG INC Consumer Cyclical 567,625 $5.3M 0.00% NEW
277 DKS DICKS SPORTING GOODS INC Consumer Cyclical 26,050 $5.2M 0.00% NEW
278 ROCK GIBRALTAR INDS INC Industrials 95,600 $4.7M 0.00% NEW
279 SNY SANOFI SA Healthcare 97,168 $4.7M 0.00% NEW
280 RMBS* RAMBUS INC DEL 47,500 $4.4M 0.00% NEW
281 VLO VALERO ENERGY CORP Energy 26,000 $4.2M 0.00% NEW
282 MXL MAXLINEAR INC Technology 242,610 $4.2M 0.00% NEW
283 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 212,360 $4.2M 0.00% NEW
284 NGVT INGEVITY CORP Basic Materials 69,000 $4.1M 0.00% NEW
285 EAT BRINKER INTL INC Consumer Cyclical 28,200 $4.0M 0.00% NEW
286 MRK MERCK & CO INC Healthcare 38,000 $4.0M 0.00% NEW
287 TPR TAPESTRY INC Consumer Cyclical 29,300 $3.7M 0.00% NEW
288 EXK EXACT SCIENCES CORP Basic Materials 34,300 $3.5M 0.00% NEW
289 ARRY ARRAY TECHNOLOGIES INC Energy 313,300 $2.9M 0.00% NEW
290 ALGT ALLEGIANT TRAVEL CO Industrials 32,750 $2.8M 0.00% NEW
291 LUCK LUCKY STRIKE ENTERTAINMENT C Consumer Cyclical 324,800 $2.8M 0.00% NEW
292 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 46,700 $2.7M 0.00% NEW
293 SAP SAP SE Technology 11,000 $2.7M 0.00% NEW
294 GMED GLOBUS MED INC Healthcare 29,525 $2.6M 0.00% NEW
295 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 37,600 $2.6M 0.00% NEW
296 MQ MARQETA INC Technology 533,600 $2.5M 0.00% NEW
297 VVV VALVOLINE INC Energy 87,030 $2.5M 0.00% NEW
298 KO COCA COLA CO Consumer Defensive 35,200 $2.5M 0.00% NEW
299 NFE NEW FORTRESS ENERGY INC Utilities 2,061,100 $2.3M 0.00% NEW
300 ULCC FRONTIER GROUP HLDGS INC Industrials 494,900 $2.3M 0.00% NEW
301 ANET ARISTA NETWORKS INC Technology 16,000 $2.1M 0.00% NEW
302 SNCY SUN CTRY AIRLS HLDGS INC Industrials 142,915 $2.1M 0.00% NEW
303 IBTA IBOTTA INC Technology 87,635 $2.0M 0.00% NEW
304 BA BOEING CO Industrials 9,100 $2.0M 0.00% NEW
305 CERS CERUS CORP Healthcare 794,500 $1.6M 0.00% NEW
306 CBOE CBOE GLOBAL MKTS INC Financial Services 5,900 $1.5M 0.00% NEW
307 AMBA AMBARELLA INC Technology 19,500 $1.4M 0.00% NEW
308 COMCAST CORP NEW 44,800 $1.3M 0.00% NEW
309 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 957,420 $1.3M 0.00% NEW
310 GEF.B GREIF INC Industrials 15,000 $1.1M 0.00% NEW
311 HCAT HEALTH CATALYST INC Healthcare 340,418 $814K 0.00% NEW
312 GRWG GROWGENERATION CORP Consumer Cyclical 377,300 $566K NEW
313 VLRS CONTROLADORA VUELA COMP DE A Industrials 41,000 $364K NEW
314 K4F ONESTREAM INC 19,600 $360K NEW
315 MDT MEDTRONIC PLC Healthcare 2,440 $234K NEW
316 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,600 $206K NEW
317 LAB STANDARD BIOTOOLS INC Healthcare 153,374 $196K NEW
318 SNAP SNAP INC Communication Services 18,550 $150K NEW
319 LESL LESLIES INC Consumer Cyclical 65,556 $108K NEW
Sector Allocation
Technology 31.2%
Healthcare 27.1%
Industrials 12.0%
Consumer Cyclical 9.2%
Financial Services 9.0%
Communication Services 7.9%
Energy 1.3%
Consumer Defensive 1.3%
Basic Materials 0.9%
Real Estate 0.1%