Fund HoldingsAIGEN INVESTMENT MANAGEMENT, LP

Total Portfolio Value
$530.74M
Total Bought
$338.30M
Total Sold
$479.33M
Net Transaction
-$141.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CLEVELAND-CLIFFS INC NEW(CLF)0317,970+317,97004,9700.94%+4,970
AMERICAN WTR WKS CO INC NEW038,488+38,48804,7660.90%+4,766
WEYERHAEUSER CO MTN BE(WY)0116,658+116,65803,5770.67%+3,577
HF SINCLAIR CORP(DINO)060,053+60,05303,4190.64%+3,419
GENUINE PARTS CO(GPC)021,795+21,79503,1470.59%+3,147
GENERAL MLS INC(GIS)042,016+42,01602,6890.51%+2,689
FRESHWORKS INC(FRSH)0132,333+132,33302,6360.50%+2,636
TRANSDIGM GROUP INC(TDG)03,094+3,09402,6090.49%+2,609
STARBUCKS CORP(SBUX)036,980+36,98003,3750.64%+3,375
VERIZON COMMUNICATIONS INC(VZ)077,984+77,98402,5270.48%+2,527
INSPIRE MED SYS INC(INSP)014,193+14,19302,8160.53%+2,816
NIKE INC(NKE)025,205+25,20502,4100.45%+2,410
NVIDIA CORPORATION(NVDA)8,92213,988+5,0663,7746,0851.15%+2,310
PRUDENTIAL FINL INC(PFH)023,041+23,04102,1860.41%+2,186
FLOOR & DECOR HLDGS INC(FND)023,147+23,14702,0950.39%+2,095
OTIS WORLDWIDE CORP(OTIS)026,059+26,05902,0930.39%+2,093
CHEVRON CORP NEW(CVX)012,347+12,34702,0820.39%+2,082
UNITED PARCEL SERVICE INC(UPS)013,095+13,09502,0410.38%+2,041
AES CORP(AES)0134,115+134,11502,0390.38%+2,039
CONAGRA BRANDS INC(CAG)0105,923+105,92302,9040.55%+2,904
CRESCENT PT ENERGY CORP0239,419+239,41901,9860.37%+1,986
AMDOCS LTD(DOX)023,143+23,14301,9550.37%+1,955
WELLS FARGO CO NEW(WFC)047,118+47,11801,9250.36%+1,925
CROWDSTRIKE HLDGS INC(CRWD)011,361+11,36101,9020.36%+1,902
ROSS STORES INC(ROST)016,671+16,67101,8830.35%+1,883
APA CORPORATION(APA)58,81194,597+35,7862,0103,8880.73%+1,878
BELLRING BRANDS INC(BRBR)052,703+52,70302,1730.41%+2,173
DECKERS OUTDOOR CORP(DECK)03,595+3,59501,8480.35%+1,848
HONEYWELL INTL INC(HON)012,494+12,49402,3080.43%+2,308
INTUIT(INTU)03,543+3,54301,8100.34%+1,810
RIVIAN AUTOMOTIVE INC(RIVN)074,371+74,37101,8060.34%+1,806
GENERAL ELECTRIC CO(GE)019,654+19,65402,1730.41%+2,173
JPMORGAN CHASE & CO(JPM)011,987+11,98701,7380.33%+1,738
BATH & BODY WORKS INC050,219+50,21901,6970.32%+1,697
META PLATFORMS INC(META)05,613+5,61301,6850.32%+1,685
PROTHENA CORP PLC
SHS
034,890+34,89001,6830.32%+1,683
IDEXX LABS INC(IDXX)03,811+3,81101,6660.31%+1,666
HERSHEY CO(HSY)08,281+8,28101,6570.31%+1,657
COMCAST CORP NEW(CCZ)048,448+48,44802,1480.40%+2,148
DIAGEO PLC(DEO)014,359+14,35902,1420.40%+2,142
ADOBE INC(ADBE)04,127+4,12702,1040.40%+2,104
METTLER TOLEDO INTERNATIONAL(MTD)01,657+1,65701,8360.35%+1,836
CVR ENERGY INC(CVI)046,126+46,12601,5700.30%+1,570
MCKESSON CORP(MCK)03,579+3,57901,5560.29%+1,556
VITAL ENERGY INC027,595+27,59501,5290.29%+1,529
TOAST INC(TOST)0140,449+140,44902,6310.50%+2,631
ELEVANCE HEALTH INC(ELV)05,685+5,68502,4750.47%+2,475
GITLAB INC(GTLB)032,275+32,27501,4590.27%+1,459
PERMIAN RESOURCES CORP(PR)0102,736+102,73601,4340.27%+1,434
MERCK & CO INC(MRK)013,870+13,87001,4280.27%+1,428
ULTA BEAUTY INC(ULTA)03,532+3,53201,4110.27%+1,411
DOORDASH INC(DASH)030,948+30,94802,4590.46%+2,459
CALLON PETE CO DEL035,758+35,75801,3990.26%+1,399
TARGA RES CORP(TRGP)015,600+15,60001,3370.25%+1,337
PREMIER INC061,677+61,67701,3260.25%+1,326
ALASKA AIR GROUP INC035,344+35,34401,3110.25%+1,311
ZIMMER BIOMET HOLDINGS INC(ZBH)011,610+11,61001,3030.25%+1,303
YETI HLDGS INC(YETI)026,664+26,66401,2860.24%+1,286
TD SYNNEX CORPORATION(SNX)012,859+12,85901,2840.24%+1,284
HASBRO INC(HAS)018,904+18,90401,2500.24%+1,250
VICOR CORP(VICR)021,070+21,07001,2410.23%+1,241
AMERICAN EQTY INVT LIFE HLD022,959+22,95901,2320.23%+1,232
APPLOVIN CORP(APP)039,039+39,03901,5600.29%+1,560
BROWN & BROWN INC(BRO)024,190+24,19001,6890.32%+1,689
KINDER MORGAN INC DEL(KMI)072,443+72,44301,2010.23%+1,201
WEST FRASER TIMBER CO LTD(WFG)016,135+16,13501,1710.22%+1,171
EQUITABLE HLDGS INC041,099+41,09901,1670.22%+1,167
MICRON TECHNOLOGY INC(MU)016,717+16,71701,1370.21%+1,137
WASTE MGMT INC DEL(WM)07,396+7,39601,1270.21%+1,127
DEXCOM INC(DXCM)012,073+12,07301,1260.21%+1,126
GARTNER INC(IT)03,240+3,24001,1130.21%+1,113
VMWARE INC06,651+6,65101,1070.21%+1,107
HUNTSMAN CORP(HUN)045,334+45,33401,1060.21%+1,106
EQUITRANS MIDSTREAM CORP0117,993+117,99301,1060.21%+1,106
IMPERIAL OIL LTD(IMO)017,848+17,84801,0990.21%+1,099
NXP SEMICONDUCTORS N V
COM
05,479+5,47901,0950.21%+1,095
THERMO FISHER SCIENTIFIC INC(TMO)02,158+2,15801,0920.21%+1,092
NORFOLK SOUTHN CORP(NSC)05,522+5,52201,0870.20%+1,087
SPOTIFY TECHNOLOGY S A(SPOT)07,007+7,00701,0840.20%+1,084
RTX CORPORATION(RTX)014,988+14,98801,0790.20%+1,079
MARATHON PETE CORP(MPC)07,054+7,05401,0680.20%+1,068
ARCH RESOURCES INC08,518+8,51801,4540.27%+1,454
LIVE NATION ENTERTAINMENT IN(LYV)023,542+23,54201,9550.37%+1,955
JD.COM INC(JD)035,537+35,53701,0350.20%+1,035
NORWEGIAN CRUISE LINE HLDG L
SHS
062,605+62,60501,0320.19%+1,032
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
015,334+15,33401,0110.19%+1,011
ETSY INC(ETSY)015,532+15,53201,0030.19%+1,003
CONSTELLATION BRANDS INC(STZ)03,988+3,98801,0020.19%+1,002
PDD HOLDINGS INC(PDD)010,183+10,18309990.19%+999
AFFIRM HLDGS INC(AFRM)046,595+46,59509910.19%+991
ABBVIE INC(ABBV)06,616+6,61609860.19%+986
JOHNSON CTLS INTL PLC
SHS
26,23152,108+25,8771,7872,7730.52%+985
WALGREENS BOOTS ALLIANCE INC044,157+44,15709820.19%+982
LENNOX INTL INC(LII)03,995+3,99501,4960.28%+1,496
ANTERO MIDSTREAM CORP(AM)080,525+80,52509650.18%+965
GLACIER BANCORP INC NEW(GBCI)033,558+33,55809560.18%+956
CELSIUS HLDGS INC(CELH)016,683+16,68302,8630.54%+2,863
ROYAL CARIBBEAN GROUP
COM
023,363+23,36302,1530.41%+2,153
MOHAWK INDS INC(MHK)010,981+10,98109420.18%+942
HASHICORP INC041,253+41,25309420.18%+942
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