Fund HoldingsAIGEN INVESTMENT MANAGEMENT, LP

Total Portfolio Value
$459.02M
Total Bought
$296.73M
Total Sold
$402.21M
Net Transaction
-$105.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)08,520+8,52006,6281.44%+6,628
AMERICAN WTR WKS CO INC NEW038,938+38,93804,7591.04%+4,759
MONDELEZ INTL INC(MDLZ)052,627+52,62703,6840.80%+3,684
INTERCONTINENTAL EXCHANGE IN(ICE)025,503+25,50303,5050.76%+3,505
LINDE PLC(LIN)07,408+7,40803,4400.75%+3,440
AMERICAN EAGLE OUTFITTERS IN0114,620+114,62002,9560.64%+2,956
CROCS INC(CROX)020,097+20,09702,8900.63%+2,890
HEWLETT PACKARD ENTERPRISE C(HPE)0162,406+162,40602,8790.63%+2,879
VERISIGN INC015,063+15,06302,8550.62%+2,855
HESS CORP028,744+28,74404,3870.96%+4,387
ELECTRONIC ARTS INC(EA)020,730+20,73002,7500.60%+2,750
BOOZ ALLEN HAMILTON HLDG COR018,483+18,48302,7440.60%+2,744
DICKS SPORTING GOODS INC(DKS)014,092+14,09203,1690.69%+3,169
TAIWAN SEMICONDUCTOR MFG LTD(TSM)022,895+22,89503,1150.68%+3,115
META PLATFORMS INC(META)05,208+5,20802,5290.55%+2,529
GXO LOGISTICS INCORPORATED(GXO)045,999+45,99902,4730.54%+2,473
LOWES COS INC(LOW)010,888+10,88802,7740.60%+2,774
DECKERS OUTDOOR CORP(DECK)03,268+3,26803,0760.67%+3,076
DYNATRACE INC(DT)058,263+58,26302,7060.59%+2,706
QUEST DIAGNOSTICS INC(DGX)017,065+17,06502,2720.49%+2,272
HUBSPOT INC(HUBS)03,625+3,62502,2710.49%+2,271
3M CO(MMM)021,259+21,25902,2550.49%+2,255
BOSTON SCIENTIFIC CORP(BSX)032,563+32,56302,2300.49%+2,230
BUILDERS FIRSTSOURCE INC(BLDR)010,195+10,19502,1260.46%+2,126
WALMART INC(WMT)035,275+35,27502,1220.46%+2,122
OVINTIV INC(OVV)056,455+56,45502,9300.64%+2,930
SHAKE SHACK INC(SHAK)019,894+19,89402,0700.45%+2,070
SHERWIN WILLIAMS CO(SHW)05,895+5,89502,0480.45%+2,048
ALIBABA GROUP HLDG LTD(BABA)028,148+28,14802,0370.44%+2,037
CENCORA INC08,276+8,27602,0110.44%+2,011
YUM BRANDS INC(YUM)014,437+14,43702,0020.44%+2,002
VERALTO CORP(VLTO)022,232+22,23201,9710.43%+1,971
AMPHENOL CORP NEW016,450+16,45001,8980.41%+1,898
CONOCOPHILLIPS(COP)018,169+18,16902,3130.50%+2,313
CMS ENERGY CORP(CMS)031,372+31,37201,8930.41%+1,893
WESTERN DIGITAL CORP.(WDC)025,970+25,97001,7720.39%+1,772
PFIZER INC(PFE)094,301+94,30102,6170.57%+2,617
VAIL RESORTS INC(MTN)07,844+7,84401,7480.38%+1,748
AMERICAN TOWER CORP NEW(AMT)08,748+8,74801,7290.38%+1,729
UBER TECHNOLOGIES INC(UBER)021,929+21,92901,6880.37%+1,688
GILEAD SCIENCES INC(GILD)022,978+22,97801,6830.37%+1,683
NORDSTROM INC095,200+95,20001,9300.42%+1,930
ROSS STORES INC(ROST)027,452+27,45204,0290.88%+4,029
AIRBNB INC09,692+9,69201,5990.35%+1,599
AMERICAN HOMES 4 RENT(AMH)043,368+43,36801,5950.35%+1,595
CHARTER COMMUNICATIONS INC N(CHTR)05,377+5,37701,5630.34%+1,563
NORWEGIAN CRUISE LINE HLDG L
SHS
073,806+73,80601,5450.34%+1,545
E L F BEAUTY INC(ELF)07,696+7,69601,5090.33%+1,509
DOORDASH INC(DASH)014,053+14,05301,9350.42%+1,935
CNH INDL N V
SHS
0115,309+115,30901,4940.33%+1,494
AES CORP(AES)081,581+81,58101,4630.32%+1,463
ABBVIE INC(ABBV)013,044+13,04402,3750.52%+2,375
INTUIT(INTU)02,216+2,21601,4400.31%+1,440
ABERCROMBIE & FITCH CO011,346+11,34601,4220.31%+1,422
UNITED RENTALS INC(URI)01,962+1,96201,4150.31%+1,415
BANK AMERICA CORP043,344+43,34401,6440.36%+1,644
WINGSTOP INC(WING)03,817+3,81701,3990.30%+1,399
VERTIV HOLDINGS CO(VRT)022,466+22,46601,8350.40%+1,835
PVH CORPORATION(PVH)09,649+9,64901,3570.30%+1,357
ILLINOIS TOOL WKS INC(ITW)05,020+5,02001,3470.29%+1,347
BROWN FORMAN CORP(BF-A)026,054+26,05401,3450.29%+1,345
FRESHWORKS INC(FRSH)0107,346+107,34601,9550.43%+1,955
CF INDS HLDGS INC(CF)015,818+15,81801,3160.29%+1,316
SOUTHERN CO(SO)018,296+18,29601,3130.29%+1,313
CITIGROUP INC(C)020,437+20,43701,2920.28%+1,292
AMAZON COM INC(AMZN)011,992+11,99202,1630.47%+2,163
LIBERTY BROADBAND CORP(LBRDA)026,719+26,71901,5290.33%+1,529
MURPHY USA INC(MUSA)03,027+3,02701,2690.28%+1,269
FIFTH THIRD BANCORP(FITB)034,003+34,00301,2650.28%+1,265
BROOKFIELD RENEWABLE CORP(BEPC)051,178+51,17801,2560.27%+1,256
VOYA FINANCIAL INC(VOYA)023,442+23,44201,7330.38%+1,733
BROOKFIELD CORP(BN)029,281+29,28101,2250.27%+1,225
REPUBLIC SVCS INC(RSG)06,290+6,29001,2040.26%+1,204
ROGERS COMMUNICATIONS INC(RCI)029,280+29,28001,2000.26%+1,200
KOHLS CORP(KSS)50,36989,055+38,6861,4452,5960.57%+1,151
PARAMOUNT GLOBAL095,722+95,72201,1270.25%+1,127
ALLSTATE CORP(ALL)06,424+6,42401,1110.24%+1,111
APOLLO GLOBAL MGMT INC(APO)09,738+9,73801,0950.24%+1,095
AMETEK INC05,939+5,93901,0860.24%+1,086
NEXGEN ENERGY LTD(NXE)0139,141+139,14101,0810.24%+1,081
BROOKFIELD ASSET MANAGMT LTD(BAM)025,633+25,63301,0770.23%+1,077
AIR LEASE CORP
CL A
020,582+20,58201,0590.23%+1,059
STRYKER CORPORATION(SYK)02,945+2,94501,0540.23%+1,054
MERCK & CO INC(MRK)015,240+15,24002,0110.44%+2,011
PEMBINA PIPELINE CORP(PBA)029,428+29,42801,0390.23%+1,039
GRACO INC(GGG)010,988+10,98801,0270.22%+1,027
SPROUTS FMRS MKT INC(SFM)015,616+15,61601,0070.22%+1,007
TRI POINTE HOMES INC
COM
025,761+25,76109960.22%+996
POWER INTEGRATIONS INC(POWI)013,788+13,78809870.21%+987
OGE ENERGY CORP(OGE)028,704+28,70409850.21%+985
PROGRESSIVE CORP(PGR)06,978+6,97801,4430.31%+1,443
MOSAIC CO NEW(MOS)41,47675,409+33,9331,4822,4480.53%+966
CHUBB LIMITED
COM
03,616+3,61609370.20%+937
ENERPLUS CORP079,589+79,58901,5640.34%+1,564
THOMSON REUTERS CORP.07,720+7,72001,2010.26%+1,201
HF SINCLAIR CORP(DINO)015,054+15,05409090.20%+909
CHECK POINT SOFTWARE TECH LT
ORD
05,521+5,52109050.20%+905
KLA CORP(KLAC)01,287+1,28708990.20%+899
DTE ENERGY CO(DTB)08,016+8,01608990.20%+899
ASCENDIS PHARMA A/S(ASND)05,910+5,91008930.19%+893
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