AIGEN INVESTMENT MANAGEMENT, LP Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$573.5M

Holdings

431

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (431 positions)

#StockSharesValue% PortfolioType
1
DEDEERE & CO
48,633$17.2M2.99%
2
CLXCLOROX CO DEL
79,297$14.3M2.49%
3
TMOTHERMO FISHER SCIENTIFIC INC
27,913$14.1M2.46%
4
WFCWELLS FARGO CO NEW
266,462$12.1M2.10%
5
RHRH
15,446$10.5M1.83%
6
SPLKCHFSPLUNK INC
70,697$10.2M1.78%
7
NEENEXTERA ENERGY INC
132,122$9.7M1.69%
8
BKIEURBLACK KNIGHT INC
112,842$8.8M1.53%
9
PFEPFIZER INC
217,104$8.5M1.48%
10
TSLATESLA INC
10,530$7.2M1.25%
11
DISDISNEY WALT CO
38,765$6.8M1.19%
12
HOLXHOLOGIC INC
99,356$6.6M1.16%
13
LULULULULEMON ATHLETICA INC
17,959$6.6M1.14%
14
ABTABBOTT LABS
55,721$6.5M1.13%
15
ZSZSCALER INC
28,126$6.1M1.06%
16
VRTXVERTEX PHARMACEUTICALS INC
30,131$6.1M1.06%
17
INCYINCYTE CORP
72,128$6.1M1.06%
18
CRSPCRISPR THERAPEUTICS AG
37,076$6.0M1.05%
19
REGNREGENERON PHARMACEUTICALS
10,619$5.9M1.03%
20
FLT1EURFLEETCOR TECHNOLOGIES INC
22,687$5.8M1.01%
21
DISCAUSDDISCOVERY INC
173,144$5.3M0.93%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
43,373$5.2M0.91%
23
DOCUDOCUSIGN INC
18,047$5.0M0.88%
24
TTTRANE TECHNOLOGIES PLC
26,352$4.9M0.85%
25
NUENUCOR CORP
49,989$4.8M0.84%
26
SHOPSHOPIFY INC
3,248$4.7M0.83%
27
INTCINTEL CORP
82,808$4.6M0.81%
28
DVNDEVON ENERGY CORP NEW
154,865$4.5M0.79%
29
ODFLOLD DOMINION FREIGHT LINE IN
17,799$4.5M0.79%
30
RNRRENAISSANCERE HLDGS LTD
28,757$4.3M0.75%
31
MCXMCCORMICK & CO INC
47,318$4.2M0.73%
32
ESEVERSOURCE ENERGY
51,233$4.1M0.72%
33
WTWWILLIS TOWERS WATSON PLC LTD
17,571$4.0M0.70%
34
HRLHORMEL FOODS CORP
81,551$3.9M0.68%
35
WDCWESTERN DIGITAL CORP.
53,288$3.8M0.66%
36
AJGGALLAGHER ARTHUR J & CO
26,480$3.7M0.65%
37
PSTGPURE STORAGE INC
189,404$3.7M0.64%
38
STXSEAGATE TECHNOLOGY HLDNGS PL
41,995$3.7M0.64%
39
TPRTAPESTRY INC
83,903$3.6M0.64%
40
PENNPENN NATL GAMING INC
47,306$3.6M0.63%
41
3M4MASIMO CORP
14,918$3.6M0.63%
42
JDJD.COM INC
43,296$3.5M0.60%
43
SOSOUTHERN CO
55,910$3.4M0.59%
44
STLDSTEEL DYNAMICS INC
54,119$3.2M0.56%
45
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
45,693$3.2M0.55%
46
DLTRDOLLAR TREE INC
30,290$3.0M0.53%
47
LPXLOUISIANA PAC CORP
48,580$2.9M0.51%
48
VIPSVIPSHOP HOLDINGS LIMITED
145,214$2.9M0.51%
49
MLB1MERCADOLIBRE INC
1,814$2.8M0.49%
50
LDOSLEIDOS HOLDINGS INC
27,616$2.8M0.49%
51
SYYSYSCO CORP
34,670$2.7M0.47%
52
CNRCANADIAN NATL RY CO
24,697$2.6M0.45%
53
LUVSOUTHWEST AIRLS CO
49,065$2.6M0.45%
54
SGENUSDSEAGEN INC
16,480$2.6M0.45%
55
BXBLACKSTONE GROUP INC
25,734$2.5M0.44%
56
QFIN360 DIGITECH INC
59,678$2.5M0.44%
57
SNOWSNOWFLAKE INC
10,157$2.5M0.43%
58
CICIGNA CORP NEW
10,117$2.4M0.42%
59
FISVFISERV INC
22,388$2.4M0.42%
60
NSCNORFOLK SOUTHN CORP
8,990$2.4M0.42%
61
RSGREPUBLIC SVCS INC
21,678$2.4M0.42%
62
GNRCGENERAC HLDGS INC
5,743$2.4M0.42%
63
ALKALASKA AIR GROUP INC
39,491$2.4M0.42%
64
CA8ACACI INTL INC
9,332$2.4M0.42%
65
AVGOBROADCOM INC
4,959$2.4M0.41%
66
SIRIEURSIRIUS XM HOLDINGS INC
353,691$2.3M0.40%
67
XELXCEL ENERGY INC
34,629$2.3M0.40%
68
CIKCREDIT SUISSE GROUP
213,755$2.2M0.39%
69
AEOAMERICAN EAGLE OUTFITTERS IN
57,650$2.2M0.38%
70
BALLBALL CORP
26,202$2.1M0.37%
71
BNLBROADSTONE NET LEASE INC
89,742$2.1M0.37%
72
BYDBOYD GAMING CORP
34,034$2.1M0.36%
73
CMGCHIPOTLE MEXICAN GRILL INC
1,343$2.1M0.36%
74
COUPEURCOUPA SOFTWARE INC
7,861$2.1M0.36%
75
GENNORTONLIFELOCK INC
75,601$2.1M0.36%
76
MDLZMONDELEZ INTL INC
32,790$2.0M0.36%
77
PYPLPAYPAL HLDGS INC
6,981$2.0M0.35%
78
KOCOCA COLA CO
37,565$2.0M0.35%
79
TRIPTRIPADVISOR INC
50,135$2.0M0.35%
80
UNHUNITEDHEALTH GROUP INC
4,892$2.0M0.34%
81
NYTNEW YORK TIMES CO
44,631$1.9M0.34%
82
ZZILLOW GROUP INC
15,537$1.9M0.33%
83
DNBDUN & BRADSTREET HLDGS INC
87,270$1.9M0.33%
84
HFCUSDHOLLYFRONTIER CORP
55,634$1.8M0.32%
85
CATCATERPILLAR INC
8,408$1.8M0.32%
86
LADLITHIA MTRS INC
5,308$1.8M0.32%
87
HCAHCA HEALTHCARE INC
8,594$1.8M0.31%
88
BNTXBIONTECH SE
7,913$1.8M0.31%
89
SKAASKECHERS U S A INC
35,070$1.7M0.30%
90
MTCHMATCH GROUP INC NEW
10,826$1.7M0.30%
91
ABBVABBVIE INC
15,172$1.7M0.30%
92
LSPDEURLIGHTSPEED POS INC
20,405$1.7M0.30%
93
NETCLOUDFLARE INC
16,084$1.7M0.30%
94
CNNECANNAE HLDGS INC
50,151$1.7M0.30%
95
GWWGRAINGER W W INC
3,848$1.7M0.29%
96
LNTALLIANT ENERGY CORP
30,121$1.7M0.29%
97
DKSDICKS SPORTING GOODS INC
16,486$1.7M0.29%
98
TRUTRANSUNION
14,925$1.6M0.29%
99
WMTWALMART INC
11,466$1.6M0.28%
100
ATHMAUTOHOME INC
24,764$1.6M0.28%
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