Integrated Quantitative Investments LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$465.6M

Holdings

388

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (388 positions)

#StockSharesValue% PortfolioType
1
TSMTAIWAN SEMICONDUCTOR MFG LTD
90,280$27.4M5.89%
2
NVDANVIDIA CORPORATION
69,629$13.0M2.79%
3
MSFTMICROSOFT CORP
20,902$10.1M2.17%
4
AAPLAPPLE INC
33,922$9.2M1.98%
5
GOOGLALPHABET INC
22,274$7.0M1.50%
6
BABAALIBABA GROUP HLDG LTD
36,881$5.4M1.16%
7
AVGOBROADCOM INC
15,600$5.4M1.16%
8
SANBANCO SANTANDER SA
395,500$4.6M1.00%
9
SHELSHELL PLC
58,713$4.3M0.93%
10
BBVABANCO BILBAO VIZCAYA ARGENTA
170,534$4.0M0.85%
11
GSKGSK PLC
79,030$3.9M0.83%
12
AMZNAMAZON COM INC
15,692$3.6M0.78%
13
MFGMIZUHO FINANCIAL GROUP INC
423,044$3.1M0.66%
14
METAMETA PLATFORMS INC
4,579$3.0M0.65%
15
EDGGOLD FIELDS LTD
68,232$3.0M0.64%
16
NTESNETEASE INC
21,618$3.0M0.64%
17
JXNJACKSON FINANCIAL INC
24,094$2.6M0.55%
18
MAMASTERCARD INCORPORATED
4,292$2.5M0.53%
19
BFHBREAD FINANCIAL HOLDINGS INC
32,387$2.4M0.51%
20
SANMSANMINA CORPORATION
15,705$2.4M0.51%
21
TPCTUTOR PERINI CORP
34,831$2.3M0.50%
22
AERAERCAP HOLDINGS NV
16,211$2.3M0.50%
23
HAMHARMONY GOLD MINING CO LTD
116,898$2.3M0.50%
24
GEGE AEROSPACE
6,996$2.2M0.46%
25
TSLATESLA INC
4,744$2.1M0.46%
26
GVAGRANITE CONSTR INC
18,396$2.1M0.46%
27
NFLXNETFLIX INC
22,632$2.1M0.46%
28
THRTHERMON GROUP HLDGS INC
56,108$2.1M0.45%
29
TMTOYOTA MOTOR CORP
9,682$2.1M0.45%
30
ENVAENOVA INTL INC
12,768$2.0M0.43%
31
ALNTALLIENT INC
37,221$2.0M0.43%
32
HQYHEALTHEQUITY INC
21,800$2.0M0.43%
33
UVEUNIVERSAL INS HLDGS INC
59,036$2.0M0.43%
34
PRDOPERDOCEO ED CORP
67,374$2.0M0.42%
35
TBPHTHERAVANCE BIOPHARMA INC
105,143$2.0M0.42%
36
J2AWILLDAN GROUP INC
18,677$1.9M0.42%
37
VSATVIASAT INC
55,943$1.9M0.41%
38
HMNHORACE MANN EDUCATORS CORP N
41,618$1.9M0.41%
39
FIXCOMFORT SYS USA INC
2,050$1.9M0.41%
40
NUNU HLDGS LTD
113,357$1.9M0.41%
41
G7AGRUPO AEROPORTUARIO DEL CENT
17,335$1.9M0.40%
42
AEISADVANCED ENERGY INDS
8,944$1.9M0.40%
43
DYDYCOM INDS INC
5,522$1.9M0.40%
44
YELPYELP INC
61,386$1.9M0.40%
45
BWABORGWARNER INC
41,273$1.9M0.40%
46
VSECVSE CORP
10,682$1.8M0.40%
47
NSZNETSCOUT SYS INC
68,173$1.8M0.40%
48
ACAARCOSA INC
17,334$1.8M0.40%
49
LAURLAUREATE EDUCATION INC
54,277$1.8M0.39%
50
ITRIITRON INC
19,625$1.8M0.39%
51
THFFFIRST FINANCIAL CORPORATION
29,921$1.8M0.39%
52
NXPINXP SEMICONDUCTORS N V
8,317$1.8M0.39%
53
HWMHOWMET AEROSPACE INC
8,803$1.8M0.39%
54
APPAPPLOVIN CORP
2,659$1.8M0.38%
55
DGIIDIGI INTL INC
40,981$1.8M0.38%
56
BOXBOX INC
59,028$1.8M0.38%
57
GGENPACT LIMITED
37,617$1.8M0.38%
58
ANETARISTA NETWORKS INC
13,351$1.7M0.38%
59
SPNTSIRIUSPOINT LTD
79,573$1.7M0.37%
60
VISNCOMMSCOPE HLDG CO INC
95,108$1.7M0.37%
61
NMIHNMI HLDGS INC
42,190$1.7M0.37%
62
GHCGRAHAM HLDGS CO
1,564$1.7M0.37%
63
HCSGHEALTHCARE SVCS GROUP INC
89,248$1.7M0.37%
64
MOG/AMOOG INC
6,986$1.7M0.37%
65
MDPEDIATRIX MEDICAL GROUP INC
79,557$1.7M0.37%
66
DWDMORGAN STANLEY
9,548$1.7M0.36%
67
INFYINFOSYS LTD
94,890$1.7M0.36%
68
MTZMASTEC INC
7,752$1.7M0.36%
69
SCSCSCANSOURCE INC
43,072$1.7M0.36%
70
MRCYMERCURY SYS INC
23,036$1.7M0.36%
71
PCRXPACIRA BIOSCIENCES INC
64,826$1.7M0.36%
72
INTUINTUIT
2,532$1.7M0.36%
73
QTWOQ2 HLDGS INC
23,005$1.7M0.36%
74
TSTENARIS S A
42,819$1.6M0.35%
75
COLLCOLLEGIUM PHARMACEUTICAL INC
35,456$1.6M0.35%
76
RYAAYRYANAIR HOLDINGS PLC
22,510$1.6M0.35%
77
APAMARTISAN PARTNERS ASSET MGMT
39,754$1.6M0.35%
78
HLITHARMONIC INC
161,698$1.6M0.34%
79
EHCENCOMPASS HEALTH CORP
15,055$1.6M0.34%
80
PRIMPRIMORIS SVCS CORP
12,850$1.6M0.34%
81
FTDRFRONTDOOR INC
27,645$1.6M0.34%
82
OKTAOKTA INC
18,314$1.6M0.34%
83
EMEEMCOR GROUP INC
2,582$1.6M0.34%
84
TILEINTERFACE INC
56,472$1.6M0.34%
85
PIPRPIPER SANDLER COMPANIES
4,616$1.6M0.34%
86
BTSGBRIGHTSPRING HEALTH SVCS INC
41,466$1.6M0.33%
87
JPMJPMORGAN CHASE & CO.
4,812$1.6M0.33%
88
MCOMOODYS CORP
3,012$1.5M0.33%
89
STRASTRATEGIC ED INC
19,172$1.5M0.33%
90
VVXV2X INC
27,988$1.5M0.33%
91
TCBITEXAS CAP BANCSHARES INC
16,857$1.5M0.33%
92
KFYKORN FERRY
23,056$1.5M0.33%
93
PLUSEPLUS INC
17,273$1.5M0.33%
94
ADBEADOBE INC
4,325$1.5M0.32%
95
CRMSALESFORCE INC
5,670$1.5M0.32%
96
PJTPJT PARTNERS INC
8,987$1.5M0.32%
97
HLNEHAMILTON LANE INC
11,141$1.5M0.32%
98
KGCKINROSS GOLD CORP
52,908$1.5M0.32%
99
LOGILOGITECH INTL S A
14,764$1.5M0.32%
100
HCIHCI GROUP INC
7,689$1.5M0.32%
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