HolderBook

Magnetar Financial LLC

Reported holdings as of Q2 2026, from 32 quarterly filings.

CIK
1352851
Reported value
$11.0B
Positions
1,134
Top 10 weight
54.3%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
COREWEAVE INCCRWV$5.2B52,062,92747.26%-0.91pp6q-24.1%-$1.6B
HEWLETT PACKARD ENTERPRISE CHPEPRC$89.0M760,0100.81%+0.20pp6q-17.8%-$19.3M
WEBSTER FINL CORPWBS$88.4M1,156,6980.81%+0.01pp4q+1.8%+$1.5M
KENVUE INCKVUE$88.2M4,615,3440.80%flat3qHELD
CHART INDS INCGTLS$87.4M418,3100.80%-0.09pp4qHELD
NORFOLK SOUTHN CORPNSC$86.6M275,2150.79%flat4qHELD
JD.COM INC$85.1M86,634,0000.78%+0.02pp5qDEBT
DOMINION ENERGY INCD$83.3M1,219,3940.76%-newNEW
TXNM ENERGY INCTXNM$82.2M1,448,2200.75%-0.13pp5q-1.8%-$1.5M
PENUMBRA INCPEN$80.8M255,8410.74%-0.10pp2q+1.8%+$1.4M
TECK RESOURCES LTDTECK$79.1M1,330,2070.72%-0.07pp5q-11.2%-$10.0M
MICROCHIP TECHNOLOGY INC.MCHPP$75.6M982,2300.69%+0.09pp2q-4.2%-$3.3M
ALPHABET INCGOOGN$75.5M1,496,3670.69%-newNEW
ALIBABA GROUP HLDG LTD$74.5M63,177,0000.68%+0.22pp5qDEBT
WARNER BROS DISCOVERY INCWBD$73.3M2,747,8840.67%-0.16pp3q-8.9%-$7.2M
ROKU INCROKU$70.0M507,0800.64%+0.64pp4q+13811.7%+$69.5M
DIGITALBRIDGE GROUP INCDBRG$65.0M4,118,7040.59%-0.07pp3q-2.3%-$1.5M
ORACLE CORPORCLPRD$64.1M1,425,4200.58%+0.28pp2q+119.3%+$34.9M
FIRSTENERGY CORP$61.7M56,500,0000.56%-newDEBT
TRIP COM GROUP LTD$57.7M58,445,0000.53%-0.20pp5qDEBT
GAMESTOP CORP$56.8M55,570,0000.52%-newDEBT
NATIONAL STORAGE AFFILIATESNSA$55.0M1,236,5340.50%+0.03pp2q+0.7%+$358.5K
SILICON LABORATORIES INCSLAB$54.9M251,2250.50%-0.02pp2q+2.2%+$1.2M
BIO-TECHNE CORPTECH$53.8M761,9110.49%-newNEW
APOGEE THERAPEUTICS INCAPGE$53.0M399,1230.48%-newNEW
CAESARS ENTERTAINMENT INC NECZR$52.7M1,746,9380.48%-newNEW
LIVERAMP HLDGS INCRAMP$51.9M1,379,1160.47%-newNEW
QORVO INCQRVO$51.1M548,1490.47%+0.04pp5q+1.3%+$648.7K
PAYONEER GLOBAL INCPAYO$50.6M7,109,8680.46%+0.46pp2q+53873.0%+$50.5M
ALLIED GOLD CORPAAUC$50.1M2,108,8080.46%-0.34pp2q-16.3%-$9.7M
BRUKER CORPBRKRP$48.6M108,9630.44%-newNEW
ESSENTIAL UTILS INCWTRG$48.2M1,258,2460.44%-0.05pp4q+4.5%+$2.1M
NOVANTA INCNOVTU$47.8M700,5630.44%+0.16pp3q+40.1%+$13.7M
ALLIANT ENERGY CORP$47.6M43,475,0000.43%-newDEBT
UNIFIRST CORP MASSUNF$46.2M174,6190.42%-0.02pp2q+1.6%+$726.2K
ARCOSA INCACA$46.0M316,2670.42%-newNEW
SKYWATER TECHNOLOGY INCSKYT$41.2M1,184,6350.38%+0.05pp2q+0.8%+$315.2K
ORGANON & COOGN$38.0M2,810,0190.35%-newNEW
PG&E CORP$37.6M36,785,0000.34%-0.28pp7qDEBT
VALARIS LTDVAL$35.9M494,0100.33%-0.16pp4q+1.4%+$487.9K
CHURCHILL CAP CORP XICCXI$33.5M1,918,5250.31%+0.03pp2q-28.9%-$13.6M
STELLAR BANCORP INCSTEL$31.9M812,2160.29%-0.01pp2qHELD
SUPER MICRO COMPUTER INCSMCIP$29.2M570,6800.27%-newNEW
INTERNATIONAL MONEY EXPRESSIMXI$29.0M2,008,2340.26%-0.04pp6q+4.4%+$1.2M
CHURCHILL CAP CORP XII$28.8M2,700,0000.26%-newNEW
DRUGS MADE IN AMER ACQ II CODMII$27.2M2,700,0000.25%-0.03pp3qHELD
LEGGETT & PLATT INCLEG$26.5M2,263,2530.24%-newNEW
NEXTERA ENERGY INCNEEPRV$26.3M550,0000.24%+0.01pp2q+22.2%+$4.8M
AXALTA COATING SYS LTDAXTA$25.6M747,2030.23%+0.02pp5q+0.8%+$192.7K
EQV VENTURES AC CORP. IIEVAC$25.4M2,499,9930.23%-0.02pp3qHELD
GENERAL CATALYST GBL RESIL M$25.2M2,500,0000.23%-newNEW
LIBERTY BROADBAND CORPLBRDK$24.5M735,4910.22%-0.15pp7q+1.6%+$390.5K
RITHM PPTY TR INCRPT$23.6M1,639,0330.22%-0.01pp3qHELD
TITAN ACQUISITION CORPTACH$22.9M2,200,0000.21%-0.02pp5qHELD
TALKSPACE INCTALK$22.6M4,349,3170.21%-0.02pp2q+2.1%+$471.6K
COLLECTIVE ACQUISITION CORP$21.6M2,178,0000.20%-newNEW
LAUNCH TWO ACQUISITION CORP.LPBB$21.2M1,980,0000.19%-0.02pp5qHELD
LAUNCH ONE ACQUISITION CORPLPAA$21.1M1,945,1960.19%-0.02pp5qHELD
VEECO INSTRS INC DELVECO$21.0M277,3890.19%-0.24pp3q-78.1%-$75.0M
RITHM ACQUISITION CORPRAC$20.7M1,980,0000.19%-0.02pp5qHELD
ALDEL FINL II INCALDF$20.3M1,899,0980.19%-0.02pp5qHELD
KEYSTONE ACQUISITION CORPKEYYW$20.1M2,000,0000.18%-newNEW
MOUNTAIN LAKE ACQUISIT CORPMLAA$19.9M2,000,0000.18%-0.02pp2qHELD
RRE VENTURES ACQUISITION COR$19.8M1,999,9950.18%-newNEW
GSR V ACQUISITION CORPGSRVU$19.7M1,965,0000.18%-newNEW
KOCHAV DEFENSE ACQUI COKCHV$19.7M1,900,0000.18%-0.02pp4qHELD
ABONY ACQUISITION CORP IAACOW$19.3M1,950,0000.18%-newNEW
INTERPRIVATE INVTS PARTNERS$19.0M1,917,3550.17%-newNEW
VENDOME ACQUISITION CORP IVNME$18.9M1,850,0000.17%-0.02pp3qHELD
ILLUMINATION ACQUISITIO CORP$18.3M1,849,9950.17%-newNEW
GORES HOLDINGS XI INCGHXIU$18.3M1,800,0000.17%-newNEW
SIDDHI ACQUISITION CORPSDHI$18.2M1,750,0000.17%-0.02pp5qHELD
NEW PROVIDENCE ACQUISITION CNPAC$18.2M1,749,9900.17%-0.02pp5qHELD
SIZZLE ACQUISITION CORP. IISZZL$18.1M1,750,0000.17%-0.02pp5qHELD
SOULPOWER ACQUISITION CORPSOUL$18.1M1,750,0000.17%-0.02pp4qHELD
SYNAPTICS INCSYNA$18.0M144,9480.16%+0.16pp2q+3801.7%+$17.5M
LAFAYETTE DIGITAL ACQUISITIOZKP$18.0M1,800,0000.16%-0.02pp2qHELD
WHEELER REAL ESTATE INVT TRWHLRL$18.0M190,8230.16%-0.02pp14qHELD
WILCO 63 CORPWLCOU$17.9M1,800,0000.16%-newNEW
CARTESIAN GROWTH CORP IVCGCFU$17.5M1,750,0000.16%-newNEW
D BORAL ACQUISITION I CORPDBCA$17.4M1,750,0000.16%-newNEW
SOREN ACQUISITION CORPSORN$17.4M1,749,9930.16%-0.02pp2qHELD
BERTO ACQUISITION CORPTACO$17.3M1,650,0000.16%-0.01pp5qHELD
ISHARES TR OPTIWM$17.3Moptions only0.16%+0.02pp2qOPTIONS
SPACE EXPLORATION TECHN CORPSPCX$17.1M100,0000.16%-newNEW
CAMBRIDGE ACQUISITION CORPCAQ$16.9M1,699,9950.15%-newNEW
BERTO ACQUISITION CORP IIGUACW$16.2M1,600,0000.15%-newNEW
ACP HOLDINGS ACQUISITION COR$15.9M1,600,0000.15%-newNEW
ZIM INTEGRATED SHIPPING SERVZIM$15.8M608,3290.14%-0.02pp2q+2.2%+$339.9K
FIFTH ERA ACQUISITION CORP IFERA$15.6M1,500,0000.14%-0.01pp5qHELD
PERIMETER ACQUISITION CORP IPMTR$15.6M1,500,0000.14%-0.01pp5qHELD
KENSINGTON CAP ACQUISITION$15.6M1,549,3880.14%-newNEW
NUVALENT INCNUVL$15.5M125,3410.14%-newNEW
BLUE WTR ACQUISITION CORP. IBLUW$15.5M1,500,0000.14%-0.02pp4qHELD
OPEN LENDING CORPLPRO$15.5M4,970,4300.14%-newNEW
NEWBURY STR II ACQUISITION CNTWO$15.4M1,450,0000.14%-0.01pp5qHELD
NEWHOLD INVT CORP IIINHIC$15.3M1,401,3950.14%+0.01pp5q+12.1%+$1.6M
INFINITE EAGLE ACQUISITION CIEAG$15.2M1,500,0000.14%-0.01pp2qHELD
ANDRETTI ACQUISITION CORP IIPOLE$15.1M1,400,0000.14%-0.01pp5qHELD
IRON HORSE ACQUISIT II CORPIRHO$15.0M1,500,0000.14%-0.01pp2qHELD
CROWN RESV ACQUISITION CORPCRAC$15.0M1,485,0000.14%-0.01pp3qHELD
KRAKACQUISITION CORPORATIONKRAQ$15.0M1,500,0000.14%-0.01pp2qHELD
QUANTUM LEAP ACQUISITION COR$14.9M1,500,0000.14%-newNEW
PRAETORIAN ACQUISITION CORPPTOR$14.9M1,500,0000.14%-0.01pp2qHELD
PATRIOT ACQUISITION CORP$14.8M1,484,0000.14%-newNEW
NORTHWESTERN ENERGY GROUP INNWE$14.8M206,8560.14%flat5q+4.2%+$601.3K
TEXAS VENTURES ACQUISITION ITVA$14.8M1,400,0000.13%-0.01pp4qHELD
SUMA ACQUISITION CORPSUMAR$14.7M1,485,0000.13%-newNEW
NORTHERN OIL & GAS INC$14.4M15,000,0000.13%-newDEBT
FUTURECORP SPACE ACQUISITIONFTRA-UN$14.2M1,400,0000.13%-newNEW
RANGE CAP ACQUISITION CORP IRNGT$14.1M1,400,0000.13%-0.01pp2qHELD
LONG TABLE GROWTH CORPLTGRW$14.0M1,397,9570.13%-newNEW
X3 ACQUISITION CORP LTDXCBE$14.0M1,400,0000.13%-0.01pp2qHELD
ARCHIMEDES TECH SPAC PARTNERATII$14.0M1,297,3020.13%-0.01pp5qHELD
STELLAR V CAP CORPSVCC$13.7M1,300,0000.12%-0.01pp5qHELD
OYSTER ENTERPRISES II ACQUISOYSE$13.4M1,300,0000.12%-0.01pp4qHELD
K&F GROWTH ACQUISITION CORPKFII$13.2M1,250,0000.12%-0.01pp5qHELD
AMERICAN EXCEPTIONALISM ACQUAEXA$13.0M1,100,0000.12%flat4qHELD
TRIBECA STRATEGIC ACQUISITIO$12.9M1,300,0000.12%-newNEW
OXLEY BRIDGE ACQ LTDOBA$12.8M1,250,0000.12%-0.01pp3qHELD
GSR IV ACQUISITION CORPGSRF$12.7M1,249,9760.12%-0.01pp2qHELD
ALBEMARLE CORPALBPRA$12.6M227,2750.11%-0.07pp7q-9.1%-$1.3M
ENERGY TRANSITION SPL OPPORT$12.6M1,250,0000.11%-newNEW
ALUSSA ENERGY ACQUISIT CORPALUB$12.5M1,249,9920.11%-0.01pp2qHELD
MESHFLOW ACQUISITION CORPMESH$12.5M1,249,9920.11%-0.01pp2qHELD
ITHAX ACQUISITION CORP IIIITHA$12.5M1,250,0000.11%-0.01pp2qHELD
APOGEE ACQUISITION CORPAACPR$12.4M1,250,0000.11%-newNEW
IDEA ACQUISITION CORPIACOW$12.4M1,249,9950.11%-newNEW
BREEZE ACQUISITION CORP IIBREZR$12.1M1,225,0000.11%-newNEW
BLEICHROEDER ACQUISITI CORPBBCQ$12.1M1,175,0000.11%-0.02pp2q-9.6%-$1.3M
YORKVILLE INTL CAP CORP$12.1M1,200,0000.11%-newNEW
AMPERCAP ACQUISITION COAPMCR$12.0M1,200,0000.11%-newNEW
ARCHIMEDES TECH SPAC PTNRS IARCI$12.0M1,200,0000.11%-0.01pp2qHELD
ALDABRA 4 LQDTY OPP VEH INCALOV$11.9M1,200,0000.11%-0.01pp2qHELD
SNOW ROTHSCHILD ACQUISITIONISNRW$11.9M1,188,3100.11%-newNEW
GOLAR LNG LTD$11.7M10,255,0000.11%-newDEBT
BOOST RUN INCBRUNW$11.3M291,9750.10%-newNEW
FACT II ACQUISITION CORPFACT$11.3M1,061,4980.10%-0.01pp5qHELD
M3-BRIGADE ACQUISITION VI COMBVI$11.1M1,099,9950.10%-0.01pp2qHELD
SPARTACUS ACQUISITION CORP I$11.0M1,099,9950.10%-newNEW
XSOLLA SPAC 1XSLL$10.9M1,100,0000.10%-0.01pp2qHELD
LEGATO MERGER CORP IVLEGO$10.9M1,099,9950.10%-0.01pp2qHELD
CH4 NATURAL SOLUTIONS CORPMTNE-UN$10.8M1,100,0000.10%-newNEW
TRANSLATIONAL DEV ACQUISITIOTDAC$10.7M1,000,0000.10%-0.04pp5q-23.1%-$3.2M
GORES HLDGS X INCGTEN$10.7M1,022,7240.10%-0.01pp5qHELD
ROMAN DBDR ACQUISITION CORPDRDB$10.5M1,000,0000.10%-0.01pp5qHELD
LIGHTWAVE ACQUISITION CORPLWAC$10.5M1,022,8000.10%-0.01pp3qHELD
INFLECTION PT ACQUISITION COIPCX$10.3M1,000,0000.09%-0.01pp5qHELD
REPUBLIC DIGITAL ACQUISITIONRDAG$10.3M1,000,0000.09%-0.01pp5qHELD
HCM III ACQUISITION CORPHCMA$10.3M999,9900.09%-0.01pp3qHELD
PIONEER ACQUISITION I CORPPACH$10.2M1,000,0000.09%-0.01pp3qHELD
SPRING VY ACQUISITION CORP ISVIV$10.2M1,000,0000.09%-newNEW
ETSY INC$10.2M10,000,0000.09%-newDEBT
FORTRESS VALUE ACQU CORP VFVAV$10.2M1,000,0000.09%-0.01pp2qHELD
METALS ACQUISITION CORP IIMTAL-WT$10.1M999,9930.09%-newNEW
TRAILBLAZER ACQUISITION CORPBLZR$10.1M999,9870.09%-0.01pp3qHELD
STARLINK AI ACQUISITION CORPOTAI-RI$10.1M999,9900.09%-newNEW
KARBON CAP PARTNERS CORPKBON$10.1M1,000,0000.09%-0.01pp2qHELD
IRON DOME ACQUISITION I CORPIDACU$10.1M1,000,0000.09%-newNEW
SILICON VY ACQUISITION CORPSVAQ$10.1M1,000,0000.09%-0.02pp2q-9.1%-$1.0M
SILVERBOX CORP VSBXE$10.1M999,9900.09%-0.01pp2qHELD
ARES ACQUISITION CORP IIIAAC-UN$10.1M1,000,0000.09%-newNEW
HCM IV ACQUISITION CORP$10.1M1,000,0000.09%-newNEW
AMERICAN DRIVE ACQUISITION CADAC$10.0M999,9900.09%-0.01pp2qHELD
INVEST GREEN ACQUISITION CORIGAC$10.0M1,000,0000.09%-0.01pp2qHELD
OCEANHAWK ACQUISITION CORP$10.0M986,3200.09%-newNEW
BITCOIN INFRASTRUCTURE ACQUIBIXI$10.0M999,9980.09%-0.01pp2qHELD
RMG ML SPORTS HOLDINGSSHOTU$10.0M1,000,0000.09%-newNEW
IRENIC ACQUISITION CORPIACQU$10.0M999,9960.09%-newNEW
LAUNCHPAD CADENZA ACQU CORPLPCV$10.0M999,9900.09%-0.01pp2qHELD
MOZAYYX ACQUISITION CORPMZYX-WT$10.0M1,000,0000.09%-newNEW
AVERIN CAP ACQUISITION CORP$10.0M999,9900.09%-newNEW
ARMADA ACQUISITION CORP IIIAACI$9.9M1,000,0000.09%-newNEW
BLACK SPADE ACQUISITION IIIBIII$9.9M999,9930.09%-0.01pp2qHELD
ART TECHNOLOGY ACQUISITION CARTC$9.9M1,000,0000.09%-0.01pp2qHELD
PROEM ACQUISITION CORP I$9.9M1,000,0000.09%-newNEW
UNITED ACQUISITION CORP IUAC$9.9M1,000,0000.09%-0.01pp2qHELD
ORLA MNG LTD NEWORLA$9.8M1,005,2510.09%-newNEW
BOOST RUN INC$9.5M347,1480.09%-newNEW
HIGHVIEW MERGER CORPHVMC$9.4M929,2880.09%-0.01pp3qHELD
BLUE WTR ACQUISITION CORP IV$9.4M950,0000.09%-newNEW
GESHER ACQUISITION CORP. IIGSHR$9.4M900,0000.09%-0.01pp5qHELD
MUZERO ACQUISITION CORPMUZE$9.4M944,5500.09%-0.01pp2qHELD
JENA ACQUISITION CORP IIJENA$9.3M900,0000.09%-0.01pp4qHELD
PROCAP ACQUISITION CORPPCAP$9.2M896,8920.08%-0.01pp4qHELD
GRAF GLOBAL CORPGRAF$9.2M849,9990.08%-0.09pp5q-47.3%-$8.3M
GENERAL PURP ACQUISITION CORGPAC$9.2M921,6400.08%-0.01pp2qHELD
SPACE ASSET ACQUISITION CORPSAAQ$9.1M900,0000.08%-0.01pp2qHELD
CRANE HBR ACQUISITION CORP ICRAN$9.1M900,0000.08%-0.01pp2qHELD
SHIFT4 PMTS INCFOURPRA$9.1M145,6600.08%flat5qHELD
JAB ACQUISITION CORP IJABRW$9.0M900,0000.08%-newNEW
M EVO GBL ACQUISITION CORP IMEVO$8.9M900,0000.08%-0.01pp2qHELD
COLLECTIVE ACQUISITION CORPCCAQ$8.9M850,0000.08%-0.01pp5qHELD
COLUMBUS CIRCLE CAP CORP IICMII$8.8M871,7850.08%-newNEW
FOREFRONT TECHNOLOGY HOLDING$8.7M875,0000.08%-newNEW
PROGRESS SOFTWARE CORP$8.6M9,000,0000.08%-newDEBT
APEX TREAS CORPAPXT$8.5M850,0000.08%-0.01pp3qHELD
ARMADA ACQUISITION CORP IIXRPN$8.5M814,2660.08%-0.01pp5qHELD
BLUE ACQUISITION CORP.BACC$8.5M800,0000.08%-0.05pp4q-33.3%-$4.2M
IRIDIUM COMMUNICATIONS INCIRDM$8.4M153,1860.08%-newNEW
PALOMA ACQUISITION CORP I$8.4M845,4400.08%-newNEW
AXIOM INTELLIGENCE AC CORP 1AXIN$8.3M800,0000.08%-0.01pp4qHELD
TALON CAP CORPTLNC$8.2M799,9920.08%-0.01pp2qHELD
KPET ULTRA PACELINE CORPKPET-WT$8.2M821,0160.07%-newNEW
SOCIAL COMM PARTNERS CORPSCPQ$8.2M817,9480.07%-0.01pp2qHELD
QXO INCQXOPRB$8.1M166,4200.07%-newNEW
CSLM DIGITA ASSET ACQ CORP IKOYN$8.1M800,0000.07%-0.01pp3qHELD
CANTOR EQUITY PARTNERS VII ICAES$8.1M800,0000.07%-newNEW
ACTIVATE ENERGY ACQUISIT CORAEAQ$8.0M800,0000.07%-0.01pp2qHELD
TEXAS VENTURES ACQUISITION I$8.0M800,0000.07%-newNEW
BLUEROCK ACQUISITION CORPBLRK$8.0M799,9920.07%-0.01pp2qHELD
FG IMPERII ACQUISITION CORPFGII$7.9M800,0000.07%-0.01pp2qHELD
SHREYA ACQUISITION GROUP$7.9M750,0000.07%-newNEW
VINE HILL CAP INVTS CORP IIVHCP$7.9M787,5930.07%-0.01pp2qHELD
CANTOR EQUITY PARTNERS IV INCEPF$7.8M750,0000.07%-0.01pp4qHELD
DIGITAL ASSET ACQUISITION CODAAQ$7.8M750,0000.07%-0.01pp5qHELD
WEN ACQUISITION CORPWENN$7.7M750,0000.07%-0.01pp4qHELD
INFLECTION PT ACQUISIT CORP$7.7M740,0000.07%-newNEW
QUASAREDGE ACQUISITION CORP$7.6M750,0000.07%-newNEW
BTC DEV CORPBDCI$7.5M750,0000.07%-0.01pp3qHELD
DISCIPLINED GROWTH$7.5M749,9950.07%-newNEW
CAL REDWOOD ACQUISITION CORPCRAQ$7.5M730,0330.07%-0.01pp5qHELD
QDRO ACQUISITION CORP$7.4M750,0000.07%-newNEW
JETBLUE AIRWAYS CORP$7.2M6,500,0000.07%-newDEBT
FUTURECREST ACQUISITION CORPFCRS$7.2M700,0000.07%-0.01pp2qHELD
VIKING ACQUISITION CORP IVACI$7.2M699,9930.07%-0.01pp2qHELD
AA MISSION ACQUISITION CORPYCY$7.1M699,9940.06%-0.01pp2qHELD
GALATA ACQUISITION CORP IILATA$7.1M699,9870.06%-0.01pp2qHELD
BURTECH ACQUISITION CORP II$7.0M700,0000.06%-newNEW
EVOLUTION GLOBAL ACQUISITIONEVOX$7.0M700,0000.06%-0.01pp2qHELD
LEAPFROG ACQUISITION CORPLFAC$7.0M700,0000.06%-0.01pp2qHELD
GIGCAPITAL8 CORPGIW$7.0M695,2610.06%-0.01pp2qHELD
HENNESSY CAP INVT CORP VIIHVII$6.9M665,0000.06%-0.01pp5qHELD
OTG ACQUISITION CORP. IOTGA$6.6M650,0000.06%-0.01pp2qHELD
PLUTONIAN ACQUISITION CORP I$6.6M650,0000.06%-newNEW
K2 CAP ACQUISITION CORPKTWO$6.5M650,0000.06%-0.01pp2qHELD
WILLOW LANE ACQUISITION CRP$6.4M628,3480.06%-newNEW
JACKSON ACQUISITION CO IIJACS$6.4M600,0000.06%-0.01pp5qHELD
ARTIUS II ACQUISITION INCAACB$6.3M600,0000.06%-0.01pp5qHELD
IHS HOLDING LIMITEDIHS$6.3M761,6020.06%-0.01pp5q+2.2%+$134.9K
EGH ACQUISITION CORP.EGHA$6.2M600,0000.06%-0.01pp3qHELD
MAKEMYTRIP LIMITED MAURITIUS$6.2M6,791,0000.06%-newDEBT
DAEDALUS SPL ACQUISITION CORDSAC$6.1M600,0000.06%-0.01pp2qHELD
IRIS ACQUISITION CORP IIIRAB$6.0M600,0000.05%-newNEW
CLEARTHINK 1 ACQUISITION COR$6.0M605,0000.05%-newNEW
BHAV ACQUISITION CORPBHAVR$6.0M602,4990.05%-newNEW
DYNAMIX CORP IIIDNMX$6.0M600,0000.05%-0.01pp3qHELD
PONO CAP FOUR INC$6.0M600,0000.05%-newNEW
HENNESSY CAP INVTS CORP VIIIHCIC$6.0M600,0000.05%-newNEW
COPLEY ACQUISITION CORPCOPL$5.7M547,4000.05%-0.01pp5qHELD
SILVERBOX CORP IVSBXD$5.6M520,8230.05%-0.01pp5qHELD
HARVARD AVE ACQUISITION CORPHAVA$5.6M550,0000.05%-0.01pp2qHELD
GLOBALSTAR INCGSAT$5.5M67,6730.05%-newNEW
TRG LATIN AMER ACQUIS CORP$5.4M550,0000.05%-newNEW
VERNAL CAP ACQUISITION CORP$5.4M500,0000.05%-newNEW
CANTOR EQUITY PARTNERS V INCCEPV$5.2M500,0000.05%flat3qHELD
FIGX CAP ACQUISITION CORP.FIGX$5.1M500,0000.05%flat3qHELD
OCEAN CAP ACQUISITION CORP$5.1M500,0000.05%-newNEW
NATHANS FAMOUS INCNATH$5.1M50,3010.05%flat2q+2.4%+$121.3K
SAFEGUARD ACQUISITION CORPSAC$5.0M500,0000.05%flat2qHELD
LAKE SUPERIOR ACQUISITION COLKSP$5.0M495,1870.05%flat2qHELD
HALL CHADWICK ACQUISITION COHCAC$5.0M500,0000.05%flat2qHELD
D. BORAL ARC ACQ I CORP.BCAR$5.0M475,0000.05%flat3qHELD
WEST ENCLAVE MERGER CORP$4.9M475,0000.04%-newNEW
PROCAP FINL INCBRR$4.8M3,125,0000.04%-0.02pp3qHELD
ARC GROUP ACQUISITION I CORP$4.8M460,0000.04%-newNEW
BAIN CAP GSS INVT CORPBCSS$4.6M450,0000.04%flat3qHELD
APEX TECH ACQUISITION INCTRAD-UN$4.5M450,0000.04%-newNEW
LAFAYETTE ACQUISITION CORPLAFA$4.3M425,0000.04%flat2qHELD
BOLD EAGLE ACQUISITION CORPBEAG$4.3M400,0000.04%flat5qHELD
NEXTERA ENERGY INCNEEPRS$4.2M77,2500.04%-0.01pp6qHELD
NEWHOLD INVTS CORP IV$4.2M416,3460.04%-newNEW
PG&E CORPPCGPRX$4.1M100,0000.04%-0.01pp2qHELD
SOLARIUS CAPITAL ACQU CORPSOCA$4.1M401,0000.04%flat3qHELD
COLOMBIER ACQUISITION CORP ICLBR$4.1M400,0000.04%-newNEW
ONEIM ACQUISITION CORPOIM$4.0M399,9900.04%flat2qHELD
INSIGHT DIGITAL PARTNERS IIDYOR$4.0M400,0000.04%flat3qHELD
TAILWIND 2.0 ACQUISITION CORTDWD$4.0M400,0000.04%flat2qHELD
ALPEX ACQUISITION CORPALPXU$4.0M400,0000.04%-newNEW
WHITE PEARL ACQUISITION CORPWPAC$4.0M400,0000.04%-newNEW
TWELVE SEAS INVT CO IIITWLV$4.0M400,0000.04%flat2qHELD
TGE VALUE CREATIVE SOLUTIONSBEBE$4.0M400,0000.04%flat2qHELD
PYROPHYTE ACQUISITION CORP.PAII$3.8M375,8300.03%flat3qHELD
TERRA INNOVATUM GLOBAL NVNKLR$3.8M765,6030.03%flat3q-1.8%-$69.5K
FUTUREWAVE ACQUISITION CORPFWACW$3.8M375,0000.03%-newNEW
FUTURE MONEY ACQUISITION COR$3.7M375,0000.03%-newNEW
GIGCAPITAL9 CORPGIX$3.7M375,0000.03%flat2qHELD
THAYER VENTURES ACQ CORP IITVAI$3.6M350,0000.03%flat4qHELD
MANULIFE FINL CORPMFC$3.3M82,5120.03%+0.02pp5q+128.2%+$1.9M
FORD MTR COF$3.3M236,9060.03%+0.03pp2q+1208.7%+$3.0M
RENATUS TACTICAL ACQUISRTAC$3.1M300,0000.03%flat5qHELD
COHEN CIRCLE ACQUISIT CORP ICCII$3.1M300,0000.03%flat3qHELD
SILVER PEGASUS ACQUISITION CSPEG$3.1M300,0000.03%flat3qHELD
MCKINLEY ACQUISITION CORPMKLY$3.0M300,0000.03%flat3qHELD
SC II ACQUISITION CORPSCII$3.0M300,0000.03%flat2qHELD
SPACSPHERE ACQUISITION CORPSSAC$3.0M300,0000.03%-newNEW
AEON ACQUISITION I CORPAESPW$2.9M290,0000.03%-newNEW
M3BRIGADE ACQUISITION V CORPVLOS$2.9M269,0160.03%flat5qHELD
KEYSIGHT TECHNOLOGIES INCKEYS$2.9M8,3200.03%flat7q-18.9%-$676.7K
RF ACQUISITION CORP IIIRFAM$2.8M285,0000.03%-newNEW
YUM CHINA HLDGS INCYUMC$2.8M68,1620.03%+0.02pp2q+291.0%+$2.1M
ARROW ELECTRS INCARW$2.8M12,9040.03%+0.01pp2q+8.4%+$212.3K
SYNOPSYS INCSNPS$2.7M6,1330.02%+0.01pp3q+41.1%+$797.1K
ITURAN LOCATION AND CONTROLITRN$2.7M44,5320.02%+0.01pp4q+24.6%+$536.5K
SS&C TECH HLDGSSSNC$2.7M43,3180.02%+0.02pp2q+737.5%+$2.4M
INFLECTION POINT ACQU CORP VIPEX$2.6M250,0000.02%flat5qHELD
AMERICAN INTL GROUP INCAIG$2.6M34,3560.02%+0.02pp2q+279.0%+$1.9M
HARTFORD INSURANCE GROUP INCHIG$2.5M18,9170.02%-newNEW
DOLBY LABORATORIES INCDLB$2.5M47,6410.02%+0.01pp3q+82.2%+$1.1M
CHIPOTLE MEXICAN GRILL INCCMG$2.5M73,0040.02%+0.02pp4q+795.1%+$2.2M
MEDTRONIC PLCMDT$2.5M31,5040.02%-newNEW
ALLISON TRANSMISSION HLDGS IALSN$2.4M21,5980.02%-newNEW
TERRESTRIAL ENERGY INCIMSRW$2.4M723,0000.02%flat3q-7.3%-$189.8K
STIFEL FINL CORPSF$2.3M33,3400.02%-0.01pp4q-18.2%-$518.1K
INDIGO ACQUISITION CORPINAC$2.3M225,0000.02%flat4qHELD
DESCARTES SYS GROUP INCDSGX$2.2M32,2290.02%-0.01pp4q-29.0%-$913.2K
COMCAST CORP NEWCMCSA$2.2M90,2510.02%+0.02pp7q+489.7%+$1.8M
IDT CORPIDT$2.2M37,9850.02%flat7q+5.8%+$121.1K
MICROSOFT CORPMSFT$2.2M5,8850.02%+0.02pp9q+648.7%+$1.9M
ELI LILLY & COLLY$2.1M1,7900.02%+0.01pp2q+81.5%+$964.3K
KIRBY CORPKEX$2.1M15,6050.02%-newNEW
FIVE BELOW INCFIVE$2.1M11,4820.02%flat4q+37.4%+$561.8K
PAN AMERN SILVER CORPPAAS$2.0M45,7370.02%-newNEW
CHENGHE ACQUISITION III COCHEC$2.0M200,0000.02%flat3qHELD
CHURCHILL CAP CORP XICCXIW$2.0M270,0000.02%+0.02pp2qHELD
SALESFORCE INCCRM$2.0M12,7890.02%-newNEW
YORKVILLE ACQUISITION CORP.MCGA$2.0M195,0000.02%flat4qHELD
AMETEK INCAME$2.0M8,1190.02%+0.01pp2q+64.8%+$772.5K
CAVCO INDS INC DELCVCO$1.9M3,1610.02%-newNEW
RALLIANT CORPRAL$1.9M25,8120.02%flat2q-26.6%-$690.4K
BROADRIDGE FINL SOLUTIONS INBR$1.9M13,7220.02%-newNEW
WILEY JOHN & SONS INCWLY$1.9M38,2780.02%flat2q+9.4%+$159.2K
ALARM COM HLDGS INCALRM$1.8M39,2280.02%-newNEW
CORE & MAIN INCCNM$1.8M37,1650.02%-newNEW
AI INFRASTRUCTURE ACQUISIAIIA$1.8M175,0000.02%flat3qHELD
NORDSON CORPNDSN$1.8M5,8830.02%+0.01pp3q+144.0%+$1.0M
FULLER H B COFUL$1.8M30,0670.02%+0.01pp2q+172.5%+$1.1M
COPART INCCPRT$1.7M61,6940.02%-newNEW
SMUCKER J M COSJM$1.7M15,1270.02%-0.01pp3q-29.0%-$696.5K
GILEAD SCIENCES INCGILD$1.7M13,4120.02%flat2q+38.2%+$468.1K
MUELLER INDS INCMLI$1.7M13,7420.02%+0.01pp2q+491.6%+$1.4M
LITTELFUSE INCLFUS$1.6M3,6090.01%+0.01pp2q+276.3%+$1.2M
ALIGN TECHNOLOGY INCALGN$1.6M9,7230.01%-newNEW
WHEELER REAL ESTATE INVT TR$1.6M218,5120.01%flat5qHELD
CANTOR EQUITY PARTNERS VI INCEPS$1.6M150,0000.01%flat2qHELD
FIRST HORIZON CORPORATIONFHN$1.5M60,2010.01%-newNEW
ANALOG DEVICES INCADI$1.5M3,8770.01%flat2q-27.4%-$579.9K
BARRICK MNG CORPB$1.5M41,7400.01%-0.01pp5q-38.2%-$948.5K
INGRAM MICRO HLDG CORPINGM$1.5M55,5770.01%+0.01pp2q+131.5%+$865.8K
INTERCONTINENTAL EXCHANGE INICE$1.5M12,3390.01%-newNEW
ARMSTRONG WORLD INDS INC NEWAWI$1.5M9,3980.01%-0.01pp2q-38.2%-$930.8K
DYNATRACE INCDT$1.5M34,0780.01%flat4q-24.3%-$479.6K
T-MOBILE US INCTMUS$1.5M8,8420.01%+0.01pp2q+177.5%+$948.7K
AVNET INCAVT$1.5M16,5940.01%-newNEW
ARCUTIS BIOTHERAPEUTICS INCARQT$1.5M56,0820.01%-newNEW
SOLSTICE ADVANCED MATLS INCSOLS$1.5M16,4840.01%flat2q-22.5%-$424.7K
HUNTINGTON BANCSHARES INCHBAN$1.5M82,1670.01%-newNEW
REINSURANCE GROUP AMER INCRGA$1.4M6,8030.01%-0.01pp9q-49.3%-$1.4M
NOMAD FOODS LTDNOMD$1.4M131,8290.01%+0.01pp4q+1202.5%+$1.3M
TJX COS INC NEWTJX$1.4M9,4730.01%+0.01pp8q+141.4%+$840.5K
NORTHROP GRUMMAN CORPNOC$1.4M2,8040.01%-newNEW
GROUP 1 AUTOMOTIVE INCGPI$1.4M4,8940.01%-newNEW
BRIXMOR PPTY GROUP INCBRX$1.4M45,0140.01%flat4q+48.4%+$462.9K
MONGODB INCMDB$1.4M4,0990.01%-0.02pp5q-69.5%-$3.1M
HOST HOTELS & RESORTS INCHST$1.4M57,8060.01%flat3q-25.2%-$461.2K
REAL ASSET ACQUISITION CORPRAAQW$1.4M375,0000.01%+0.01pp5qHELD
SPS COMM INCSPSC$1.4M23,7100.01%-newNEW
UNIVERSAL HLTH SVCS INCUHS$1.4M9,0840.01%flat3q+29.7%+$309.4K
DYNAMIX CORPDYNC$1.3M125,0000.01%flat5qHELD
ANDERSONS INCANDE$1.3M19,6340.01%-newNEW
SUNOCOCORP LLCSUNC$1.3M19,8050.01%-newNEW
G III APPAREL GROUP LTDGIII$1.3M39,5150.01%-newNEW
FIDELITY NATL INFORMATION SVFIS$1.3M33,8710.01%-0.02pp4q-45.8%-$1.1M
AMERICAN FINANCIAL GROUP INCAFG$1.3M9,2650.01%-0.01pp3q-36.8%-$755.4K
LIBERTY MEDIA CORP DELFWONK$1.3M13,5350.01%+0.01pp2q+256.7%+$926.7K
ROLLINS INCROL$1.3M30,7170.01%-newNEW
JABIL INCJBL$1.3M3,3250.01%+0.01pp3q+199.5%+$853.8K
STANTEC INCSTN$1.3M18,5820.01%flat3q+32.8%+$316.0K
RBC BEARINGS INCRBC$1.3M1,9690.01%-newNEW
ROSS STORES INCROST$1.3M5,9550.01%-0.02pp3q-61.6%-$2.0M
TEAMSHARES INC$1.3M855,0000.01%-newNEW
TORONTO DOMINION BK ONTTD$1.3M10,3430.01%-0.01pp3q-62.2%-$2.1M
KENNAMETAL INCKMT$1.3M35,7610.01%flat2q+79.3%+$554.4K
BOOZ ALLEN HAMILTON HLDG CORBAH$1.3M20,6360.01%-newNEW
AGILENT TECHNOLOGIES INCA$1.3M9,4160.01%-0.02pp8q-61.0%-$2.0M
WOODWARD INCWWD$1.3M2,9390.01%-newNEW
FEDEX CORPFDX$1.2M3,9910.01%-0.01pp2q-28.1%-$488.2K
MDU RES GROUP INCMDU$1.2M58,8540.01%-newNEW
ALAMOS GOLD INCAGI$1.2M41,0630.01%flat2q+129.6%+$703.2K
TFI INTERNATIONAL INCTFII$1.2M8,6530.01%-0.01pp6q-52.7%-$1.4M
CANADIAN NAT RES LTD MED TERCNQ$1.2M31,3910.01%-newNEW
CHEVRON CORPORATIONCVX$1.2M7,4740.01%-newNEW
GRACO INCGGG$1.2M16,3820.01%+0.01pp2q+398.2%+$990.0K
WESCO INTL INCWCC$1.2M3,5820.01%-newNEW
HUNTINGTON INGALLS INDS INCHII$1.2M4,4190.01%-newNEW
CUBESMARTCUBE$1.2M31,0760.01%-0.01pp5q-53.5%-$1.4M
LAUDER ESTEE COS INCEL$1.2M15,6490.01%-newNEW
WESTLAKE CORPORATIONWLK$1.2M16,9220.01%-newNEW
CHURCHILL DOWNS INCCHDN$1.2M13,7770.01%flat2q+13.3%+$144.6K
CENTENE CORP DELCNC$1.2M19,2310.01%-newNEW

Showing the largest 400 of 1,134 positions.

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 48.3%Holding & Investment 13.2%Semiconductors & Electronics 2.9%Utilities 2.2%Biotech & Pharma 2.0%Telecom & Media 2.0%Business Services 1.9%Other sectors 10.5%Not classified 17.0%
 
SectorValueShare
Software & IT Services$5.3B48.3%
Holding & Investment$1.5B13.2%
Semiconductors & Electronics$317.9M2.9%
Utilities$238.8M2.2%
Biotech & Pharma$219.9M2.0%
Telecom & Media$214.1M2.0%
Business Services$213.7M1.9%
Other sectors$1.1B10.5%
Not classified$1.9B17.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$11.0B1,13449614019349254.3%45
Q1 2026$9.8B1,13060813817137455.7%43
Q4 2025$10.2B89646810615742556.4%48
Q3 2025$16.5B85340515015542273.4%44
Q2 2025$20.7B87053617213838379.6%43
Q1 2025$7.6B7174381399631056.6%45
Q4 2024$4.4B58933311710425121.4%42
Q3 2024$4.6B5072731357426320.6%44
Q2 2024$4.8B497306668216723.0%45
Q1 2024$4.5B358180577717923.4%45
Q4 2023$3.9B357181945525926.7%44
Q3 2023$3.9B435219898425526.1%45
Q2 2023$4.6B4711828211830520.4%42
Q1 2023$5.1B5941876816535619.1%45
Q4 2022$5.9M7631856211577616.0%45
Q3 2022$7.2B1,35446354519176513.0%45
Q2 2022$9.7B1,65672325460137223.2%46
Q1 2022$9.4B1,3053368763438017.5%46
Q4 2021$10.0B1,34945613240539416.7%45
Q3 2021$9.8B1,28759122217047716.3%106
Q2 2021$10.6B1,17351217014736520.6%37
Q1 2021$10.4B1,02667412017234121.6%44
Q4 2020$7.1B69341210711835928.2%43
Q3 2020$5.7B6403801075015826.9%47
Q2 2020$3.4B418196638523435.2%45
Q1 2020$4.2B456218669728637.4%45
Q4 2019$4.8B5242396614318540.5%44
Q3 2019$3.9B4702111058817643.3%45
Q2 2019$5.0B4352011177718242.6%45
Q1 2019$3.9B416245965710252.0%45
Q4 2018$4.1B273143537236046.3%45
Q3 2018$5.5B490000046.6%137

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.