AIGEN INVESTMENT MANAGEMENT, LP Q2 2024 Filing
Filed August 9, 2024
Portfolio Value
$514.3B
Holdings
733
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (733 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LOWLOWES COS INC | 24,809 | $5.5B | 1.06% | |
| 2 | BMYBRISTOL-MYERS SQUIBB CO | 125,708 | $5.2B | 1.02% | |
| 3 | SKAASKECHERS U S A INC | 72,781 | $5.0B | 0.98% | |
| 4 | AMZNAMAZON COM INC | 25,619 | $5.0B | 0.96% | |
| 5 | DKSDICKS SPORTING GOODS INC | 22,907 | $4.9B | 0.96% | |
| 6 | VVISA INC | 18,454 | $4.8B | 0.94% | |
| 7 | WINGWINGSTOP INC | 10,974 | $4.6B | 0.90% | |
| 8 | AZOAUTOZONE INC | 1,518 | $4.5B | 0.87% | |
| 9 | MCDMCDONALDS CORP | 15,388 | $3.9B | 0.76% | |
| 10 | PSXPHILLIPS 66 | 27,262 | $3.8B | 0.75% | |
| 11 | RTXRTX CORPORATION | 38,160 | $3.8B | 0.74% | |
| 12 | MRKMERCK & CO INC | 29,332 | $3.6B | 0.71% | |
| 13 | MARMARRIOTT INTL INC NEW | 14,979 | $3.6B | 0.70% | |
| 14 | WYWEYERHAEUSER CO MTN BE | 126,631 | $3.6B | 0.70% | |
| 15 | RCLROYAL CARIBBEAN GROUP | 20,392 | $3.3B | 0.63% | |
| 16 | MSFTMICROSOFT CORP | 7,207 | $3.2B | 0.63% | |
| 17 | CSGPCOSTAR GROUP INC | 42,430 | $3.1B | 0.61% | |
| 18 | DASHDOORDASH INC | 28,666 | $3.1B | 0.61% | |
| 19 | CSCOCISCO SYS INC | 63,094 | $3.0B | 0.58% | |
| 20 | CMGCHIPOTLE MEXICAN GRILL INC | 47,481 | $3.0B | 0.58% | |
| 21 | HLTHILTON WORLDWIDE HLDGS INC | 13,631 | $3.0B | 0.58% | |
| 22 | TPDTEMPUR SEALY INTL INC | 61,350 | $2.9B | 0.56% | |
| 23 | SMCIUSDSUPER MICRO COMPUTER INC | 3,530 | $2.9B | 0.56% | |
| 24 | PLNTPLANET FITNESS INC | 38,240 | $2.8B | 0.55% | |
| 25 | TPRTAPESTRY INC | 65,578 | $2.8B | 0.55% | |
| 26 | MSMMSC INDL DIRECT INC | 34,225 | $2.7B | 0.53% | |
| 27 | AVGOBROADCOM INC | 1,628 | $2.6B | 0.51% | |
| 28 | UNPUNION PAC CORP | 11,512 | $2.6B | 0.51% | |
| 29 | NOCNORTHROP GRUMMAN CORP | 5,929 | $2.6B | 0.50% | |
| 30 | MMM3M CO | 25,246 | $2.6B | 0.50% | |
| 31 | NRANRG ENERGY INC | 32,274 | $2.5B | 0.49% | |
| 32 | BF/BBROWN FORMAN CORP | 56,487 | $2.4B | 0.47% | |
| 33 | METAMETA PLATFORMS INC | 4,786 | $2.4B | 0.47% | |
| 34 | KKRKKR & CO INC | 22,903 | $2.4B | 0.47% | |
| 35 | DKNGDRAFTKINGS INC NEW | 62,962 | $2.4B | 0.47% | |
| 36 | PAYCPAYCOM SOFTWARE INC | 16,606 | $2.4B | 0.46% | |
| 37 | COPCONOCOPHILLIPS | 20,427 | $2.3B | 0.45% | |
| 38 | BACVERIZON COMMUNICATIONS INC | 55,670 | $2.3B | 0.45% | |
| 39 | MRSHMARSH & MCLENNAN COS INC | 10,856 | $2.3B | 0.44% | |
| 40 | SYYSYSCO CORP | 31,648 | $2.3B | 0.44% | |
| 41 | MUMICRON TECHNOLOGY INC | 17,016 | $2.2B | 0.44% | |
| 42 | NUENUCOR CORP | 14,094 | $2.2B | 0.43% | |
| 43 | WMWASTE MGMT INC DEL | 10,418 | $2.2B | 0.43% | |
| 44 | N1UANEW ORIENTAL ED & TECHNOLOGY | 28,478 | $2.2B | 0.43% | |
| 45 | AEEAMEREN CORP | 30,370 | $2.2B | 0.42% | |
| 46 | SPOTSPOTIFY TECHNOLOGY S A | 6,882 | $2.2B | 0.42% | |
| 47 | OVVOVINTIV INC | 45,907 | $2.2B | 0.42% | |
| 48 | PDDPDD HOLDINGS INC | 16,035 | $2.1B | 0.41% | |
| 49 | VSTVISTRA CORP | 24,659 | $2.1B | 0.41% | |
| 50 | DELLDELL TECHNOLOGIES INC | 15,221 | $2.1B | 0.41% | |
| 51 | USBUS BANCORP DEL | 52,776 | $2.1B | 0.41% | |
| 52 | TMUST-MOBILE US INC | 11,731 | $2.1B | 0.40% | |
| 53 | CARTMAPLEBEAR INC | 64,179 | $2.1B | 0.40% | |
| 54 | BROSDUTCH BROS INC | 49,706 | $2.1B | 0.40% | |
| 55 | BOOTBOOT BARN HLDGS INC | 15,956 | $2.1B | 0.40% | |
| 56 | FTNTFORTINET INC | 33,690 | $2.0B | 0.39% | |
| 57 | GGGGRACO INC | 25,365 | $2.0B | 0.39% | |
| 58 | APHAMPHENOL CORP NEW | 29,546 | $2.0B | 0.39% | |
| 59 | CVNACARVANA CO | 15,147 | $1.9B | 0.38% | |
| 60 | MTDRMATADOR RES CO | 32,096 | $1.9B | 0.37% | |
| 61 | ADTADT INC DEL | 249,035 | $1.9B | 0.37% | |
| 62 | FBINFORTUNE BRANDS INNOVATIONS I | 28,442 | $1.8B | 0.36% | |
| 63 | GSGOLDMAN SACHS GROUP INC | 4,065 | $1.8B | 0.36% | |
| 64 | HONHONEYWELL INTL INC | 8,610 | $1.8B | 0.36% | |
| 65 | WFCWELLS FARGO CO NEW | 30,611 | $1.8B | 0.35% | |
| 66 | CMECME GROUP INC | 9,045 | $1.8B | 0.35% | |
| 67 | NSYNICE LTD | 10,290 | $1.8B | 0.34% | |
| 68 | CEGCONSTELLATION ENERGY CORP | 8,467 | $1.7B | 0.33% | |
| 69 | CAHCARDINAL HEALTH INC | 16,957 | $1.7B | 0.32% | |
| 70 | FRSHFRESHWORKS INC | 130,198 | $1.7B | 0.32% | |
| 71 | ICEINTERCONTINENTAL EXCHANGE IN | 11,880 | $1.6B | 0.32% | |
| 72 | GRMNGARMIN LTD | 9,924 | $1.6B | 0.31% | |
| 73 | BJBJS WHSL CLUB HLDGS INC | 18,401 | $1.6B | 0.31% | |
| 74 | KELKELLANOVA | 27,625 | $1.6B | 0.31% | |
| 75 | IEXIDEX CORP | 7,901 | $1.6B | 0.31% | |
| 76 | EDCONSOLIDATED EDISON INC | 17,763 | $1.6B | 0.31% | |
| 77 | BAMBROOKFIELD ASSET MANAGMT LTD | 41,711 | $1.6B | 0.31% | |
| 78 | APOAPOLLO GLOBAL MGMT INC | 13,401 | $1.6B | 0.31% | |
| 79 | BRZEBRAZE INC | 40,100 | $1.6B | 0.30% | |
| 80 | PGRPROGRESSIVE CORP | 7,477 | $1.6B | 0.30% | |
| 81 | SRPTSAREPTA THERAPEUTICS INC | 9,817 | $1.6B | 0.30% | |
| 82 | MNSTMONSTER BEVERAGE CORP NEW | 30,865 | $1.5B | 0.30% | |
| 83 | ABNBAIRBNB INC | 9,902 | $1.5B | 0.29% | |
| 84 | CRWDCROWDSTRIKE HLDGS INC | 3,900 | $1.5B | 0.29% | |
| 85 | CECELANESE CORP DEL | 11,075 | $1.5B | 0.29% | |
| 86 | ELFE L F BEAUTY INC | 7,087 | $1.5B | 0.29% | |
| 87 | CVSCVS HEALTH CORP | 25,134 | $1.5B | 0.29% | |
| 88 | XOMEXXON MOBIL CORP | 12,873 | $1.5B | 0.29% | |
| 89 | YUMCYUM CHINA HLDGS INC | 47,949 | $1.5B | 0.29% | |
| 90 | LYBLYONDELLBASELL INDUSTRIES N | 15,432 | $1.5B | 0.29% | |
| 91 | JBLJABIL INC | 13,535 | $1.5B | 0.29% | |
| 92 | DTEDTE ENERGY CO | 13,091 | $1.5B | 0.28% | |
| 93 | HESHESS CORP | 9,785 | $1.4B | 0.28% | |
| 94 | ELLAUDER ESTEE COS INC | 13,234 | $1.4B | 0.27% | |
| 95 | APY1EURCHAMPIONX CORPORATION | 42,318 | $1.4B | 0.27% | |
| 96 | PINSPINTEREST INC | 31,027 | $1.4B | 0.27% | |
| 97 | TRMBTRIMBLE INC | 24,339 | $1.4B | 0.26% | |
| 98 | INTUINTUIT | 2,041 | $1.3B | 0.26% | |
| 99 | CRBGCOREBRIDGE FINL INC | 45,546 | $1.3B | 0.26% | |
| 100 | HBMHUDBAY MINERALS INC | 145,917 | $1.3B | 0.26% |
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