Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$633.03M
Total Bought
$473.07M
Total Sold
$249.93M
Net Transaction
+$223.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DOLBY LABORATO-A(DLB)0117,964+117,96407,5761.20%+7,576
WELLTOWER INC(WELL)040,704+40,70407,5551.19%+7,555
TTM TECHNOLOGIES(TTMI)0100,879+100,87906,9611.10%+6,961
NETFLIX INC(NFLX)073,897+73,89706,9291.09%+6,929
AMERICAN HEALTHC(AHR)0136,925+136,92506,4441.02%+6,444
HOST HOTELS & RE(HST)0363,072+363,07206,4371.02%+6,437
IMAX CORP0172,295+172,29506,3681.01%+6,368
RUSH ENTER-CL A(RUSHA)0114,926+114,92606,1990.98%+6,199
ANNALY CAPITAL M0273,966+273,96606,1260.97%+6,126
WARBY PARKER-A(WRBY)0280,036+280,03606,1020.96%+6,102
CCC INTELLIGENT(CCC)0733,624+733,62405,8320.92%+5,832
BAXTER INTL INC0307,451+307,45105,8750.93%+5,875
AMICUS THERAPEUT
COM
0420,275+420,27505,9850.95%+5,985
RUSH STREET INTE(RSI)0335,915+335,91506,5271.03%+6,527
MARATHON PETROLE(MPC)032,812+32,81205,3360.84%+5,336
NUVATION BIO INC(NUVB)0587,656+587,65605,2650.83%+5,265
ADV MICRO DEVICE(AMD)028,614+28,61406,1280.97%+6,128
STRIDE INC(LRN)076,511+76,51104,9680.78%+4,968
BROADCOM INC(AVGO)014,936+14,93605,1690.82%+5,169
RIVIAN AUTOMOT-A(RIVN)0317,740+317,74006,2630.99%+6,263
CLEVELAND-CLIFFS(CLF)115,416463,819+348,4031,4086,1600.97%+4,751
FISERV INC(FISV)069,580+69,58004,6740.74%+4,674
THE CIGNA GROUP(CI)016,942+16,94204,6630.74%+4,663
DYNE THERAPEUTIC(DYN)0237,467+237,46704,6450.73%+4,645
CHIPOTLE MEXICAN(CMG)0136,206+136,20605,0400.80%+5,040
DRAFTKINGS INC(DKNG)0180,418+180,41806,2170.98%+6,217
QXO INC(QXO)0226,432+226,43204,3680.69%+4,368
PLANET LABS PBC(PL)0213,564+213,56404,2110.67%+4,211
IMMUNOME INC(IMNM)0192,635+192,63504,1380.65%+4,138
CRISPR THERAPEUT(CRSP)078,726+78,72604,1280.65%+4,128
THERMO FISHER(TMO)4,77211,092+6,3202,3156,4271.02%+4,113
DEERE & CO(DE)08,517+8,51703,9650.63%+3,965
INTEL CORP(INTC)0146,571+146,57105,4080.85%+5,408
META PLATFORMS-A(META)05,805+5,80503,8320.61%+3,832
ROIVANT SCIENCES(ROIV)237,392341,354+103,9623,5927,4071.17%+3,816
CALLAWAY GOLF CO(CALY)0322,507+322,50703,7640.59%+3,764
COGNEX CORP(CGNX)0103,878+103,87803,7380.59%+3,738
FLUTTER ENTER-DI(FLUT)017,333+17,33303,7270.59%+3,727
T-MOBILE US INC(TMUS)018,339+18,33903,7240.59%+3,724
AURINIA PHARMACE(AUPH)0229,401+229,40103,6590.58%+3,659
PHILLIPS EDISON(PECO)0102,500+102,50003,6460.58%+3,646
MACY'S INC(M)0163,272+163,27203,6000.57%+3,600
LYFT INC-A(LYFT)117,646318,855+201,2092,5896,1760.98%+3,587
COEUR MINING INC(CDE)0223,721+223,72103,9890.63%+3,989
CNH INDL N V
SHS
0658,282+658,28206,0690.96%+6,069
COOPER COS INC(COO)043,056+43,05603,5290.56%+3,529
ALLEGION PLC(ALLE)021,914+21,91403,4890.55%+3,489
EDISON INTL(EIX)058,014+58,01403,4820.55%+3,482
BROWN-FORMAN -B(BF-A)0133,106+133,10603,4690.55%+3,469
AVADEL PHARMACEU0159,165+159,16503,4300.54%+3,430
TEXTRON INC(TXT)045,766+45,76603,9890.63%+3,989
CISCO SYSTEMS(CSCO)043,086+43,08603,3190.52%+3,319
COSTCO WHOLESALE(COST)03,751+3,75103,2350.51%+3,235
MONOLITHIC POWER(MPWR)03,515+3,51503,1860.50%+3,186
INTUITIVE SURGIC05,596+5,59603,1690.50%+3,169
AMGEN INC(AMGN)09,581+9,58103,1360.50%+3,136
PAYONEER GLOBAL(PAYO)0561,238+561,23803,1540.50%+3,154
OSCAR HEALTH -A(OSCR)166,360431,172+264,8123,1496,1960.98%+3,047
URANIUM ENERGY(UEC)0509,312+509,31205,9490.94%+5,949
UPSTART HOLDINGS(UPST)63,356140,275+76,9193,2186,1340.97%+2,916
AMERICAN AIRLINE(AAL)195,838330,330+134,4922,2015,0640.80%+2,863
WABTEC CORP(WAB)013,254+13,25402,8290.45%+2,829
NRG ENERGY(NRG)017,758+17,75802,8280.45%+2,828
SYNCHRONY FINANC(SYF)038,556+38,55603,2170.51%+3,217
SLB LTD(SLB)072,490+72,49002,7820.44%+2,782
TRI POINTE HOMES
COM
095,029+95,02902,9910.47%+2,991
MSCI INC(MSCI)04,712+4,71202,7030.43%+2,703
NOV INC(NOV)0224,174+224,17403,5040.55%+3,504
PALANTIR TECHN-A(PLTR)24,56640,133+15,5674,4817,1341.13%+2,652
BURLINGTON STORE(BURL)09,157+9,15702,6450.42%+2,645
STARBUCKS CORP(SBUX)033,586+33,58602,8280.45%+2,828
VF CORP(VFC)0287,061+287,06105,1900.82%+5,190
FORD MOTOR CO(F)417,886580,110+162,2244,9987,6111.20%+2,613
HIMS & HERS HEAL(HIMS)0190,915+190,91506,1990.98%+6,199
SAREPTA THERAPEU(SRPT)0118,357+118,35702,5470.40%+2,547
ON HOLDING AG-A054,771+54,77102,5460.40%+2,546
ENPHASE ENERGY(ENPH)079,098+79,09802,5350.40%+2,535
EATON CORP PLC(ETN)5,36014,197+8,8372,0064,5220.71%+2,516
PFIZER INC(PFE)0140,529+140,52903,4990.55%+3,499
ADAPTIVE BIOTECH(ADPT)0153,826+153,82602,4980.39%+2,498
APPLE INC(AAPL)14,30422,414+8,1103,6426,0930.96%+2,451
QIAGEN NV(QGEN)053,545+53,54502,4080.38%+2,408
ROBLOX CORP - A(RBLX)031,884+31,88402,5840.41%+2,584
AXON ENTERPRISE(AXON)04,145+4,14502,3540.37%+2,354
NVIDIA CORP(NVDA)26,89839,432+12,5345,0197,3541.16%+2,335
AT&T INC(T)129,096237,437+108,3413,6465,8980.93%+2,252
BIRKENSTOCK HOLD(BIRK)054,697+54,69702,2370.35%+2,237
OKLO INC(OKLO)19,69661,602+41,9062,1994,4210.70%+2,222
AUTOMATIC DATA08,637+8,63702,2220.35%+2,222
AMER EAGLE OUTF097,361+97,36102,5670.41%+2,567
THOMSON REUTERS(TRI)016,327+16,32702,1530.34%+2,153
ASANA INC- CL A(ASAN)0155,254+155,25402,1290.34%+2,129
HP INC(HPQ)094,702+94,70202,1100.33%+2,110
WESTERN UNION(WU)327,248504,258+177,0102,6154,6950.74%+2,080
MGM RESORTS INTE(MGM)099,375+99,37503,6260.57%+3,626
GLOBAL BUSINESS(GBTG)0296,762+296,76202,2700.36%+2,270
CHARTER COMMUN-A(CHTR)6,43617,885+11,4491,7713,7330.59%+1,963
SPROUTS FARMERS(SFM)024,450+24,45001,9480.31%+1,948
OCULAR THERAPEUT(OCUL)0160,389+160,38901,9470.31%+1,947
ASHLAND INC(ASH)032,895+32,89501,9300.30%+1,930
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