Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Illumina, Inc.
13G/A
Amendment 2
ILMN · 452327109
|
10.7% |
8/13/2025
Event 6/30/2025
|
|
Hims & Hers Health, Inc.
13G
HIMS · 433000106
|
8.6% |
8/13/2025
Event 6/30/2025
|
|
Halliburton Co.
13G/A
Amendment 7
HAL · 406216101
|
2.0% |
8/13/2025
Event 6/30/2025
|
|
FirstEnergy Corp.
13G/A
Amendment 4
FE · 337932107
|
13.6% |
8/13/2025
Event 6/30/2025
|
|
Discover Financial Services
13G/A
Amendment 2
DFS · 254709108
|
0% |
8/13/2025
Event 6/30/2025
|
|
Albemarle Corp.
13G/A
Amendment 2
ALB · 012653101
|
8.4% |
8/13/2025
Event 6/30/2025
|
|
Paymentus Holdings, Inc.
13G
PAY · 70439P108
|
5.9% |
8/13/2025
Event 6/30/2025
|
|
OneWater Marine Inc.
13G/A
Amendment 1
ONEW · 68280L101
|
4.6% |
8/13/2025
Event 6/30/2025
|
|
Lumentum Holdings Inc.
13G/A
Amendment 2
LITE · 55024U109
|
8.3% |
8/13/2025
Event 6/30/2025
|
|
Keurig Dr Pepper Inc.
13G/A
Amendment 1
KDP · 49271V100
|
9.7% |
8/13/2025
Event 6/30/2025
|
|
Insight Enterprises, Inc.
13G/A
Amendment 2
NSIT · 45765U103
|
5.4% |
8/13/2025
Event 6/30/2025
|
|
Ingersoll-Rand, Inc.
13G
IR · 45687V106
|
6.6% |
8/13/2025
Event 6/30/2025
|
|
Duolingo, Inc.
13G
DUOL · 26603R106
|
6.0% |
8/13/2025
Event 6/30/2025
|
|
Cloudflare, Inc.
13G/A
Amendment 3
NET · 18915M107
|
13.3% |
8/13/2025
Event 6/30/2025
|
|
The Carlyle Group Inc.
13G
CG · 14316J108
|
5.6% |
8/13/2025
Event 6/30/2025
|
|
Apollo Global Management, Inc.
13G
APO · 03769M106
|
5.2% |
8/13/2025
Event 6/30/2025
|
|
agilon health, Inc.
13G/A
Amendment 6
AGL · 00857U107
|
11.0% |
8/13/2025
Event 6/30/2025
|
|
NewAmsterdam Pharma Company N.V.
13G/A
Amendment 1
NAMS · N62509109
|
7.5% |
8/13/2025
Event 6/30/2025
|
|
FTAI Aviation Ltd.
13G
FTAI · G3730V105
|
5.4% |
8/13/2025
Event 6/30/2025
|
|
NovoCure Ltd.
13G
NVCR · G6674U108
|
5.7% |
8/13/2025
Event 6/30/2025
|
|
EOG Resources, Inc.
13G/A
Amendment 2
EOG · 26875P101
|
10.1% |
8/7/2025
Event 7/31/2025
|
|
EOG Resources, Inc.
13G/A
Amendment 1
EOG · 26875P101
|
10.0% |
8/7/2025
Event 6/30/2025
|
|
Bunge Global SA
13G/A
Amendment 5
BG · H11356104
|
11.8% |
6/6/2025
Event 5/30/2025
|
|
XPO, Inc.
13G/A
Amendment 2
XPO · 983793100
|
8.3% |
5/13/2025
Event 3/31/2025
|
|
Wynn Resorts, Ltd.
13G
WYNN · 983134107
|
5.2% |
5/13/2025
Event 3/31/2025
|
|
Warner Music Group Corp.
13G/A
Amendment 2
WMG · 934550203
|
0% |
5/13/2025
Event 3/31/2025
|
|
Synopsys, Inc.
13G
SNPS · 871607107
|
5.1% |
5/13/2025
Event 3/31/2025
|
|
Starbucks Corp.
13G
SBUX · 855244109
|
6.7% |
5/13/2025
Event 3/31/2025
|
|
Regal Rexnord Corp.
13G/A
Amendment 4
RRX · 758750103
|
8.1% |
5/13/2025
Event 3/31/2025
|
|
Polaris Inc.
13G/A
Amendment 4
PII · 731068102
|
12.0% |
5/13/2025
Event 3/31/2025
|
|
Philip Morris International Inc.
13G/A
Amendment 4
PM · 718172109
|
8.3% |
5/13/2025
Event 3/31/2025
|
|
New Fortress Energy Inc.
13G/A
Amendment 4
NFE · 644393100
|
6.9% |
5/13/2025
Event 3/31/2025
|
|
KalVista Pharmaceuticals, Inc.
13G/A
Amendment 1
KALV · 483497103
|
6.4% |
5/13/2025
Event 3/31/2025
|
|
Illumina, Inc.
13G/A
Amendment 1
ILMN · 452327109
|
12.1% |
5/13/2025
Event 3/31/2025
|
|
Gilead Sciences, Inc.
13G/A
Amendment 2
GILD · 375558103
|
4.3% |
5/13/2025
Event 3/31/2025
|
|
Floor & Decor Holdings, Inc.
13G/A
Amendment 6
FND · 339750101
|
4.7% |
5/13/2025
Event 3/31/2025
|
|
FirstEnergy Corp.
13G/A
Amendment 3
FE · 337932107
|
11.6% |
5/13/2025
Event 3/31/2025
|
|
Fifth Third Bancorp
13G/A
Amendment 2
FITB · 316773100
|
4.2% |
5/13/2025
Event 3/31/2025
|
|
Darden Restaurants, Inc.
13G/A
Amendment 5
DRI · 237194105
|
12.5% |
5/13/2025
Event 3/31/2025
|
|
Crane Co.
13G
CR · 224408104
|
5.2% |
5/13/2025
Event 3/31/2025
|
|
CVS Health Corp.
13G
CVS · 126650100
|
5.5% |
5/13/2025
Event 3/31/2025
|
|
Brilliant Earth Group, Inc.
13G/A
Amendment 2
BRLT · 109504100
|
6.4% |
5/13/2025
Event 3/31/2025
|
|
Allogene Therapeutics, Inc.
13G
ALLO · 019770106
|
5.6% |
5/13/2025
Event 3/31/2025
|
|
Wayfair Inc.
13G/A
Amendment 3
W · 94419L101
|
11.5% |
5/13/2025
Event 3/31/2025
|
|
Victory Capital Holdings, Inc.
13G
VCTR · 92645B103
|
5.1% |
5/13/2025
Event 3/31/2025
|
|
ThredUp Inc.
13G/A
Amendment 5
TDUP · 88556E102
|
9.4% |
5/13/2025
Event 3/31/2025
|
|
RingCentral, Inc.
13G/A
Amendment 13
RNG · 76680R206
|
12.0% |
5/13/2025
Event 3/31/2025
|
|
Quanta Services, Inc.
13G
PWR · 74762E102
|
5.6% |
5/13/2025
Event 3/31/2025
|
|
Mid-America Apartment Communities, Inc.
13G/A
Amendment 1
MAA · 59522J103
|
6.9% |
5/13/2025
Event 3/31/2025
|
|
Lumentum Holdings Inc.
13G/A
Amendment 1
LITE · 55024U109
|
7.2% |
5/13/2025
Event 3/31/2025
|
|
Herc Holdings Inc.
13G
HRI · 42704L104
|
6.1% |
5/13/2025
Event 3/31/2025
|
|
Exact Sciences Corp.
13G/A
Amendment 1
EXAS · 30063P105
|
9.6% |
5/13/2025
Event 3/31/2025
|
|
Constellation Brands, Inc.
13G/A
Amendment 1
STZ · 21036P108
|
7.1% |
5/13/2025
Event 3/31/2025
|
|
Carrier Global Corp.
13G/A
Amendment 5
CARR · 14448C104
|
3.4% |
5/13/2025
Event 3/31/2025
|
|
The Carlyle Group Inc.
13G/A
Amendment 1
CG · 14316J108
|
4.9% |
5/13/2025
Event 3/31/2025
|
|
Blue Owl Capital Inc.
13G/A
Amendment 3
OWL · 09581B103
|
12.7% |
5/13/2025
Event 3/31/2025
|
|
Apollo Global Management, Inc.
13G/A
Amendment 2
APO · 03769M106
|
5.0%
Checked 5% or less
|
5/13/2025
Event 3/31/2025
|
|
agilon health, Inc.
13G/A
Amendment 5
AGL · 00857U107
|
13.0% |
5/13/2025
Event 3/31/2025
|
|
NewAmsterdam Pharma Company N.V.
13G
NAMS · N62509109
|
6.2% |
5/13/2025
Event 3/31/2025
|
|
Royal Caribbean Cruises Ltd.
13G/A
Amendment 1
RCL · V7780T103
|
6.6% |
5/13/2025
Event 3/31/2025
|
|
XP Inc.
13G/A
Amendment 1
XP · G98239109
|
9.1% |
5/13/2025
Event 3/31/2025
|
|
Trip.com Group Ltd.
13G/A
Amendment 2
G9066F101
|
6.9% |
5/13/2025
Event 3/31/2025
|
|
Canadian Natural Resources, Ltd.
13G/A
Amendment 4
CNQ · 136385101
|
10.0% |
5/13/2025
Event 3/31/2025
|
|
Brookfield Asset Management Ltd.
13G/A
Amendment 1
BAM · 113004105
|
1.5% |
5/13/2025
Event 3/31/2025
|
|
Schlumberger NV
13G/A
Amendment 1
SLB · 806857108
|
4.2% |
5/13/2025
Event 3/31/2025
|
|
Kanzhun Ltd.
13G/A
Amendment 1
G5224V103
|
10.2% |
5/5/2025
Event 4/30/2025
|
|
Kanzhun Ltd.
13G
G5224V103
|
7.9% |
5/5/2025
Event 3/31/2025
|
|
Halliburton Co.
13G/A
Amendment 6
HAL · 406216101
|
5.5% |
4/4/2025
Event 3/31/2025
|
|
Southwest Airlines Co.
13G/A
Amendment 2
LUV · 844741108
|
4.4% |
3/7/2025
Event 2/28/2025
|
|
Extra Space Storage Inc.
13G/A
Amendment 4
EXR · 30225T102
|
4.8% |
3/7/2025
Event 2/28/2025
|
|
Transocean Ltd.
13G/A
Amendment 1
RIG · H8817H100
|
4.6% |
2/13/2025
Event 12/31/2024
|
|
Traeger, Inc.
13G/A
Amendment 2
COOK · 89269P103
|
5.0%
Checked 5% or less
|
2/13/2025
Event 12/31/2024
|
|
Blackstone Inc.
13G/A
Amendment 1
BX · 09260D107
|
4.6% |
2/13/2025
Event 12/31/2024
|
|
XPO, Inc.
13G/A
Amendment 1
XPO · 983793100
|
6.7% |
2/13/2025
Event 12/31/2024
|
|
TransDigm Group Inc.
13G/A
Amendment 1
TDG · 893641100
|
6.8% |
2/13/2025
Event 12/31/2024
|
|
New Fortress Energy Inc.
13G/A
Amendment 3
NFE · 644393100
|
8.0% |
2/13/2025
Event 12/31/2024
|
|
Ionis Pharmaceuticals, Inc.
13G
IONS · 462222100
|
7.3% |
2/13/2025
Event 12/31/2024
|
|
HEICO Corp.
13G/A
Amendment 5
HEI · 422806109
|
9.2% |
2/13/2025
Event 12/31/2024
|
|
Halliburton Co.
13G/A
Amendment 5
HAL · 406216101
|
11.4% |
2/13/2025
Event 12/31/2024
|
|
Fifth Third Bancorp
13G/A
Amendment 1
FITB · 316773100
|
5.0% |
2/13/2025
Event 12/31/2024
|
|
Vertex Pharmaceuticals Inc.
13G/A
Amendment 3
VRTX · 92532F100
|
11.2% |
2/13/2025
Event 12/31/2024
|
|
RingCentral, Inc.
13G/A
Amendment 12
RNG · 76680R206
|
13.3% |
2/13/2025
Event 12/31/2024
|
|
RE/MAX Holdings, Inc.
13G
RMAX · 75524W108
|
7.9% |
2/13/2025
Event 12/31/2024
|
|
Mid-America Apartment Communities, Inc.
13G
MAA · 59522J103
|
5.7% |
2/13/2025
Event 12/31/2024
|
|
Lumentum Holdings Inc.
13G
LITE · 55024U109
|
5.2% |
2/13/2025
Event 12/31/2024
|
|
Ryanair Holdings PLC
13G
G7727C186
|
5.2% |
2/13/2025
Event 12/31/2024
|
|
Bunge Global SA
13G/A
Amendment 4
BG · H11356104
|
6.6% |
2/13/2025
Event 12/31/2024
|
|
Essent Group Ltd.
13G/A
Amendment 3
ESNT · G3198U102
|
4.7% |
2/13/2025
Event 12/31/2024
|
|
Transocean Ltd.
13G
RIG · H8817H100
|
5.5% |
11/13/2024
Event 9/30/2024
|