# Aigen Investment Management, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1741224. Source: https://holderbook.com/funds/1741224-aigen-investment-management-lp/

- Reported value: $365.8M
- Positions: 517
- Weight of the ten largest: 12.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $6.2M | 74,722 | 1.7% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $6.1M | 30,345 | 1.7% | 2 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $4.6M | 96,205 | 1.3% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $4.5M | 49,551 | 1.2% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $4.1M | 100,230 | 1.1% | 1 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $4.1M | 113,056 | 1.1% | 2 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $3.8M | 29,983 | 1.0% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.8M | 7,931 | 1.0% | 2 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $3.8M | 7,669 | 1.0% | 4 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $3.7M | 10,957 | 1.0% | 1 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $3.7M | 7,288 | 1.0% | 2 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $3.7M | 7,452 | 1.0% | 3 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $3.6M | 22,109 | 1.0% | 1 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $3.2M | 11,395 | 0.9% | 1 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $3.1M | 19,422 | 0.9% | 2 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $3.1M | 21,730 | 0.9% | 2 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $3.1M | 52,772 | 0.8% | 1 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $3.0M | 26,464 | 0.8% | 2 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.9M | 2,978 | 0.8% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.9M | 13,094 | 0.8% | 1 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $2.9M | 7,786 | 0.8% | 2 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $2.9M | 30,025 | 0.8% | 7 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $2.9M | 9,652 | 0.8% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.8M | 7,523 | 0.8% | 9 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $2.8M | 9,398 | 0.8% | 2 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $2.7M | 16,836 | 0.7% | 1 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $2.7M | 23,563 | 0.7% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.6M | 15,894 | 0.7% | 3 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $2.6M | 2,021 | 0.7% | 1 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $2.6M | 75,483 | 0.7% | 2 |
| HF SINCLAIR CORP | [DINO](https://holderbook.com/stocks/DINO/) | $2.5M | 36,494 | 0.7% | 1 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $2.5M | 8,717 | 0.7% | 2 |
| MGM RESORTS INTERNATIONAL | [MGM](https://holderbook.com/stocks/MGM/) | $2.3M | 47,692 | 0.6% | 1 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $2.2M | 11,317 | 0.6% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.2M | 4,316 | 0.6% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.1M | 4,956 | 0.6% | 2 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $2.1M | 12,015 | 0.6% | 1 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $2.1M | 24,322 | 0.6% | 3 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $2.1M | 13,655 | 0.6% | 1 |
| ATMOS ENERGY CORP | [ATO](https://holderbook.com/stocks/ATO/) | $2.1M | 12,034 | 0.6% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.1M | 14,011 | 0.6% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.0M | 3,957 | 0.6% | 2 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $2.0M | 7,638 | 0.5% | 2 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $2.0M | 20,701 | 0.5% | 1 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $2.0M | 24,962 | 0.5% | 2 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $2.0M | 35,160 | 0.5% | 2 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $1.9M | 6,888 | 0.5% | 2 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $1.9M | 19,804 | 0.5% | 3 |
| LAUDER ESTEE COS INC | [EL](https://holderbook.com/stocks/EL/) | $1.9M | 24,104 | 0.5% | 1 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $1.8M | 16,847 | 0.5% | 1 |
| HARTFORD INSURANCE GROUP INC | [HIG](https://holderbook.com/stocks/HIG/) | $1.7M | 13,183 | 0.5% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.7M | 12,849 | 0.5% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,290 | 0.5% | 2 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $1.7M | 22,709 | 0.5% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.7M | 5,009 | 0.5% | 9 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $1.7M | 535 | 0.5% | 4 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $1.7M | 5,161 | 0.5% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $1.7M | 10,162 | 0.5% | 4 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $1.7M | 7,503 | 0.5% | 1 |
| TXNM ENERGY INC | [TXNM](https://holderbook.com/stocks/TXNM/) | $1.6M | 28,679 | 0.4% | 1 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.6M | 23,657 | 0.4% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.6M | 4,306 | 0.4% | 3 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $1.6M | 35,611 | 0.4% | 1 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $1.6M | 28,892 | 0.4% | 1 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $1.6M | 13,540 | 0.4% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.6M | 3,919 | 0.4% | 1 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $1.6M | 2,455 | 0.4% | 1 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $1.5M | 16,910 | 0.4% | 2 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $1.5M | 5,570 | 0.4% | 1 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $1.5M | 19,619 | 0.4% | 1 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $1.4M | 18,250 | 0.4% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.4M | 2,543 | 0.4% | 2 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $1.4M | 50,646 | 0.4% | 1 |
| TEXAS CAP BANCSHARES INC | [TCBI](https://holderbook.com/stocks/TCBI/) | $1.4M | 13,483 | 0.4% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.4M | 1,442 | 0.4% | 3 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $1.3M | 10,821 | 0.4% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.3M | 7,182 | 0.4% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,102 | 0.4% | 2 |
| ETSY INC | [ETSY](https://holderbook.com/stocks/ETSY/) | $1.3M | 16,967 | 0.3% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.3M | 1,105 | 0.3% | 1 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $1.3M | 3,414 | 0.3% | 1 |
| VIPER ENERGY INC | [VNOM](https://holderbook.com/stocks/VNOM/) | $1.3M | 29,767 | 0.3% | 4 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $1.2M | 9,861 | 0.3% | 2 |
| VIAVI SOLUTIONS INC | [VIAV](https://holderbook.com/stocks/VIAV/) | $1.2M | 25,342 | 0.3% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $1.2M | 2,501 | 0.3% | 1 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $1.2M | 15,417 | 0.3% | 1 |
| BROOKFIELD RENEWABLE CORP | [BEPC](https://holderbook.com/stocks/BEPC/) | $1.2M | 31,126 | 0.3% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $1.1M | 26,161 | 0.3% | 6 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.1M | 559 | 0.3% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.1M | 7,921 | 0.3% | 8 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $1.1M | 11,758 | 0.3% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,025 | 0.3% | 1 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $1.1M | 15,623 | 0.3% | 3 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $1.1M | 5,955 | 0.3% | 1 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $1.1M | 4,073 | 0.3% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.0M | 1,079 | 0.3% | 1 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $1.0M | 6,286 | 0.3% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $997.2K | 986 | 0.3% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $975.3K | 6,655 | 0.3% | 3 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $973.5K | 5,977 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.5% | 99% |
| Q1 2026 | -1.1% | -4.6% | +3.6% | 99% |
| Q4 2025 | +1.3% | +2.4% | -1.0% | 98% |
| Q3 2025 | +4.7% | +7.8% | -3.2% | 98% |
| Q2 2025 | +7.3% | +10.5% | -3.1% | 98% |
| Q1 2025 | -3.4% | -4.6% | +1.2% | 100% |
| Q4 2024 | +0.8% | +2.1% | -1.4% | 100% |
| Q3 2024 | +7.8% | +5.4% | +2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $365.8M | 517 |
| Q1 2026 | $389.2M | 496 |
| Q4 2025 | $432.0M | 550 |
| Q3 2025 | $646.1M | 764 |
| Q2 2025 | $729.6M | 750 |
| Q1 2025 | $626.9M | 727 |
| Q4 2024 | $567.2M | 697 |
| Q3 2024 | $509.6M | 687 |
| Q2 2024 | $514.3M | 733 |
| Q1 2024 | $459.0M | 639 |
| Q4 2023 | $560.7M | 756 |
| Q3 2023 | $530.7M | 784 |