AIGEN INVESTMENT MANAGEMENT, LP Q1 2021 Filing

Filed May 11, 2021

Portfolio Value

$755.0M

Holdings

592

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (592 positions)

#StockSharesValue% PortfolioType
1
DWDMORGAN STANLEY
236,551$18.4M2.43%
2
SPLKCHFSPLUNK INC
127,520$17.3M2.29%
3
DDOMINION ENERGY INC
213,063$16.2M2.14%
4
DGDOLLAR GEN CORP NEW
73,068$14.8M1.96%
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
94,516$11.2M1.48%
6
GSGOLDMAN SACHS GROUP INC
33,821$11.1M1.46%
7
XELXCEL ENERGY INC
160,132$10.7M1.41%
8
PEPPEPSICO INC
74,898$10.6M1.40%
9
AAPLAPPLE INC
86,601$10.6M1.40%
10
BABAALIBABA GROUP HLDG LTD
45,629$10.3M1.37%
11
SOSOUTHERN CO
139,569$8.7M1.15%
12
LMTLOCKHEED MARTIN CORP
21,766$8.0M1.07%
13
W3UWESTERN UN CO
315,862$7.8M1.03%
14
BABOEING CO
29,955$7.6M1.01%
15
AWCAMERICAN WTR WKS CO INC NEW
49,476$7.4M0.98%
16
QCOMQUALCOMM INC
55,366$7.3M0.97%
17
AMTAMERICAN TOWER CORP NEW
30,391$7.3M0.96%
18
KMBKIMBERLY-CLARK CORP
48,374$6.7M0.89%
19
CRSPCRISPR THERAPEUTICS AG
53,935$6.6M0.87%
20
BACVERIZON COMMUNICATIONS INC
109,391$6.4M0.84%
21
ECLECOLAB INC
29,463$6.3M0.84%
22
SIRIEURSIRIUS XM HOLDINGS INC
1,028,892$6.3M0.83%
23
NOCNORTHROP GRUMMAN CORP
18,796$6.1M0.81%
24
NIONIO INC
154,109$6.0M0.80%
25
TSLATESLA INC
8,901$5.9M0.79%
26
NOWSERVICENOW INC
11,664$5.8M0.77%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
22,736$5.8M0.77%
28
USX1UNITED STATES STL CORP NEW
217,070$5.7M0.75%
29
ROPROPER TECHNOLOGIES INC
13,679$5.5M0.73%
30
IAC INTERACTIVECORP NEW
25,378$5.5M0.73%
31
MDLZMONDELEZ INTL INC
93,181$5.5M0.72%
32
MDBMONGODB INC
20,348$5.4M0.72%
33
CVXCHEVRON CORP NEW
51,018$5.3M0.71%
34
METAFACEBOOK INC
17,869$5.3M0.70%
35
TMOTHERMO FISHER SCIENTIFIC INC
11,406$5.2M0.69%
36
COHRII-VI INC
74,968$5.1M0.68%
37
WMWASTE MGMT INC DEL
39,692$5.1M0.68%
38
AONAON PLC
21,954$5.1M0.67%
39
CLCOLGATE PALMOLIVE CO
62,276$4.9M0.65%
40
ENPHENPHASE ENERGY INC
29,016$4.7M0.62%
41
PKNPERKINELMER INC
36,453$4.7M0.62%
42
MTCHMATCH GROUP INC NEW
31,942$4.4M0.58%
43
BIIBBIOGEN INC
15,291$4.3M0.57%
44
PANWPALO ALTO NETWORKS INC
13,046$4.2M0.56%
45
CLFCLEVELAND-CLIFFS INC NEW
207,317$4.2M0.55%
46
HRLHORMEL FOODS CORP
84,150$4.0M0.53%
47
PPLPPL CORP
138,520$4.0M0.53%
48
CLXCLOROX CO DEL
19,916$3.8M0.51%
49
TTDTHE TRADE DESK INC
5,886$3.8M0.51%
50
RNRRENAISSANCERE HLDGS LTD
23,866$3.8M0.51%
51
MCXMCCORMICK & CO INC
42,500$3.8M0.50%
52
VMWEURVMWARE INC
23,821$3.6M0.47%
53
WSTWEST PHARMACEUTICAL SVSC INC
12,712$3.6M0.47%
54
AAALCOA CORP
106,827$3.5M0.46%
55
MTHMERITAGE HOMES CORP
37,537$3.5M0.46%
56
ETSYETSY INC
16,639$3.4M0.44%
57
JKHYHENRY JACK & ASSOC INC
22,062$3.3M0.44%
58
FSLYFASTLY INC
49,293$3.3M0.44%
59
FCXFREEPORT-MCMORAN INC
100,088$3.3M0.44%
60
FDSFACTSET RESH SYS INC
10,656$3.3M0.44%
61
AZNASTRAZENECA PLC
65,193$3.2M0.43%
62
CERNCHFCERNER CORP
42,570$3.1M0.41%
63
FTVFORTIVE CORP
42,834$3.0M0.40%
64
CBCHUBB LIMITED
19,037$3.0M0.40%
65
TWSTTWIST BIOSCIENCE CORP
24,068$3.0M0.39%
66
MKLMARKEL CORP
2,451$2.8M0.37%
67
OVVOVINTIV INC
117,241$2.8M0.37%
68
UNPUNION PAC CORP
12,656$2.8M0.37%
69
AALAMERICAN AIRLS GROUP INC
115,676$2.8M0.37%
70
BKIEURBLACK KNIGHT INC
36,449$2.7M0.36%
71
PYPLPAYPAL HLDGS INC
11,002$2.7M0.35%
72
HUMHUMANA INC
6,330$2.7M0.35%
73
BAXBAXTER INTL INC
30,007$2.5M0.34%
74
CSGPCOSTAR GROUP INC
3,007$2.5M0.33%
75
GDDYGODADDY INC
30,875$2.4M0.32%
76
RBAGBPRITCHIE BROS AUCTIONEERS
40,272$2.4M0.31%
77
QDELUSDQUIDEL CORP
18,346$2.3M0.31%
78
SGENUSDSEAGEN INC
16,872$2.3M0.31%
79
INCYINCYTE CORP
27,568$2.2M0.30%
80
PLUNPLUG POWER INC
59,350$2.1M0.28%
81
VRSKVERISK ANALYTICS INC
11,854$2.1M0.28%
82
SCCOSOUTHERN COPPER CORP
30,755$2.1M0.28%
83
MOALTRIA GROUP INC
40,604$2.1M0.28%
84
RSGREPUBLIC SVCS INC
20,888$2.1M0.27%
85
DDOGDATADOG INC
24,797$2.1M0.27%
86
CREE INC
19,038$2.1M0.27%
87
LDOSLEIDOS HOLDINGS INC
21,296$2.0M0.27%
88
CFGCITIZENS FINANCIAL GROUP INC
46,128$2.0M0.27%
89
PLANUSDANAPLAN INC
37,091$2.0M0.26%
90
FLEXFLEX LTD
108,703$2.0M0.26%
91
CA8ACACI INTL INC
8,012$2.0M0.26%
92
DKNG1USDDRAFTKINGS INC
32,025$2.0M0.26%
93
APPNAPPIAN CORP
14,553$1.9M0.26%
94
CNNECANNAE HLDGS INC
48,423$1.9M0.25%
95
DNBDUN & BRADSTREET HLDGS INC
79,894$1.9M0.25%
96
MXIMMAXIM INTEGRATED PRODS INC
20,170$1.8M0.24%
97
GWWGRAINGER W W INC
4,523$1.8M0.24%
98
PRGOPERRIGO CO PLC
44,652$1.8M0.24%
99
SNAPSNAP INC
34,315$1.8M0.24%
100
BF/BBROWN FORMAN CORP
25,749$1.8M0.24%
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