Fund HoldingsAIGEN INVESTMENT MANAGEMENT, LP

Total Portfolio Value
$560.73M
Total Bought
$352.98M
Total Sold
$324.03M
Net Transaction
+$28.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
EXXON MOBIL CORP057,923+57,92305,7911.03%+5,791
TYSON FOODS INC(TSN)098,372+98,37205,2870.94%+5,287
WHIRLPOOL CORP(WHR)042,815+42,81505,2140.93%+5,214
SKECHERS U S A INC076,223+76,22304,7520.85%+4,752
ALNYLAM PHARMACEUTICALS INC(ALNY)024,544+24,54404,6980.84%+4,698
ARCHER DANIELS MIDLAND CO061,251+61,25104,4240.79%+4,424
ON HLDG AG(ONON)0160,130+160,13004,3190.77%+4,319
MCDONALDS CORP(MCD)014,455+14,45504,2860.76%+4,286
MERCADOLIBRE INC(MELI)02,960+2,96004,6520.83%+4,652
BEST BUY INC(BBY)049,532+49,53203,8770.69%+3,877
COSTCO WHSL CORP NEW(COST)05,865+5,86503,8710.69%+3,871
IONIS PHARMACEUTICALS INC(IONS)073,720+73,72003,7290.67%+3,729
VISA INC(V)016,925+16,92504,4060.79%+4,406
AT&T INC(T)0249,576+249,57604,1880.75%+4,188
FOOT LOCKER INC097,980+97,98003,0520.54%+3,052
MARATHON OIL CORP0145,146+145,14603,5070.63%+3,507
AXCELIS TECHNOLOGIES INC022,860+22,86002,9650.53%+2,965
ROBLOX CORP(RBLX)063,595+63,59502,9080.52%+2,908
SNOWFLAKE INC(SNOW)014,039+14,03902,7940.50%+2,794
CHORD ENERGY CORPORATION(CHRD)016,752+16,75202,7850.50%+2,785
DRAFTKINGS INC NEW(DKNG)0116,281+116,28104,0990.73%+4,099
DOMINOS PIZZA INC(DPZ)06,249+6,24902,5760.46%+2,576
FRANCO NEV CORP(FNV)025,533+25,53302,8290.50%+2,829
GENERAL MTRS CO(GM)067,717+67,71702,4320.43%+2,432
MGM RESORTS INTERNATIONAL(MGM)053,900+53,90002,4080.43%+2,408
GARMIN LTD(GRMN)017,633+17,63302,2670.40%+2,267
KKR & CO INC(KKR)027,336+27,33602,2650.40%+2,265
OLLIES BARGAIN OUTLET HLDGS(OLLI)029,589+29,58902,2460.40%+2,246
CHOICE HOTELS INTL INC(CHH)019,775+19,77502,2410.40%+2,241
VALE S A0196,664+196,66403,1190.56%+3,119
PBF ENERGY INC(PBF)058,590+58,59002,5760.46%+2,576
NETFLIX INC(NFLX)04,217+4,21702,0530.37%+2,053
HERSHEY CO(HSY)8,28119,814+11,5331,6573,6940.66%+2,037
DUOLINGO INC(DUOL)08,842+8,84202,0060.36%+2,006
HUMANA INC(HUM)04,321+4,32101,9780.35%+1,978
ALPHABET INC(GOOG)013,895+13,89501,9580.35%+1,958
MARSH & MCLENNAN COS INC(MRSH)016,503+16,50303,1270.56%+3,127
UNDER ARMOUR INC(UA)0216,301+216,30101,9010.34%+1,901
FIVE BELOW INC(FIVE)08,775+8,77501,8700.33%+1,870
PALANTIR TECHNOLOGIES INC(PLTR)0108,406+108,40601,8610.33%+1,861
MICRON TECHNOLOGY INC(MU)16,71735,111+18,3941,1372,9960.53%+1,859
PINTEREST INC(PINS)049,797+49,79701,8440.33%+1,844
CENOVUS ENERGY INC(CVE)0110,001+110,00101,8320.33%+1,832
LENNOX INTL INC(LII)3,9957,401+3,4061,4963,3120.59%+1,816
AON PLC(AON)06,125+6,12501,7820.32%+1,782
TARGET CORP(TGT)018,988+18,98802,7040.48%+2,704
HORMEL FOODS CORP(HRL)061,195+61,19501,9650.35%+1,965
SSR MINING IN(SSRM)0150,714+150,71401,6210.29%+1,621
UNITEDHEALTH GROUP INC(UNH)03,540+3,54001,8640.33%+1,864
KEYCORP(KEY)0108,056+108,05601,5560.28%+1,556
KINROSS GOLD CORP(KGC)0255,995+255,99501,5490.28%+1,549
BRAZE INC(BRZE)049,174+49,17402,6130.47%+2,613
ADVANCE AUTO PARTS INC(AAP)024,949+24,94901,5230.27%+1,523
TEMPUR SEALY INTL INC(SGI)028,647+28,64701,4600.26%+1,460
KOHLS CORP(KSS)050,369+50,36901,4450.26%+1,445
GODADDY INC(GDDY)013,458+13,45801,4290.25%+1,429
NEWMONT CORP(NEM)049,001+49,00102,0280.36%+2,028
CARRIER GLOBAL CORPORATION(CARR)024,207+24,20701,3910.25%+1,391
CORTEVA INC(CTVA)028,965+28,96501,3880.25%+1,388
TAPESTRY INC(TPR)037,658+37,65801,3860.25%+1,386
ACADIA PHARMACEUTICALS INC052,521+52,52101,6440.29%+1,644
SHOALS TECHNOLOGIES GROUP IN(SHLS)084,242+84,24201,3090.23%+1,309
MEDTRONIC PLC(MDT)015,842+15,84201,3050.23%+1,305
THERMO FISHER SCIENTIFIC INC(TMO)2,1584,442+2,2841,0922,3580.42%+1,265
MOTOROLA SOLUTIONS INC(MSI)05,357+5,35701,6770.30%+1,677
SUN LIFE FINANCIAL INC.(SLF)023,753+23,75301,2320.22%+1,232
REMITLY GLOBAL INC(RELY)075,287+75,28701,4620.26%+1,462
AMERICAN ELEC PWR CO INC022,105+22,10501,7950.32%+1,795
NCR VOYIX CORPORATION099,979+99,97901,6910.30%+1,691
MASTERCARD INCORPORATED(MA)02,853+2,85301,2170.22%+1,217
CADENCE DESIGN SYSTEM INC(CDNS)04,460+4,46001,2150.22%+1,215
ELASTIC N V
ORD SHS
010,765+10,76501,2130.22%+1,213
DUTCH BROS INC(BROS)037,539+37,53901,1890.21%+1,189
BURLINGTON STORES INC(BURL)016,523+16,52303,2130.57%+3,213
FORTIS INC(FTS)028,204+28,20401,1600.21%+1,160
CINCINNATI FINL CORP(CINF)013,528+13,52801,4000.25%+1,400
PPG INDS INC(PPG)011,163+11,16301,6690.30%+1,669
LIBERTY MEDIA CORP DEL(FWONA)018,198+18,19801,1490.20%+1,149
ARES CAPITAL CORP(ARCC)057,147+57,14701,1450.20%+1,145
GENMAB A/S(GMAB)035,889+35,88901,1430.20%+1,143
PENSKE AUTOMOTIVE GRP INC(PAG)07,095+7,09501,1390.20%+1,139
GAMING & LEISURE PPTYS INC(GLPI)022,067+22,06701,0890.19%+1,089
LAUDER ESTEE COS INC(EL)07,409+7,40901,0840.19%+1,084
PAYPAL HLDGS INC(PYPL)017,510+17,51001,0750.19%+1,075
YUM CHINA HLDGS INC(YUMC)024,779+24,77901,0510.19%+1,051
MOSAIC CO NEW(MOS)041,476+41,47601,4820.26%+1,482
CRACKER BARREL OLD CTRY STOR(CBRL)013,617+13,61701,0500.19%+1,050
HOLOGIC INC024,591+24,59101,7570.31%+1,757
JD.COM INC(JD)35,53770,996+35,4591,0352,0510.37%+1,016
CAMPBELL SOUP CO(CPB)023,353+23,35301,0100.18%+1,010
ACCENTURE PLC IRELAND
SHS CLASS A
02,866+2,86601,0060.18%+1,006
TORONTO DOMINION BK ONT(TD)015,539+15,53901,0040.18%+1,004
MONDAY COM LTD
SHS
08,713+8,71301,6360.29%+1,636
YPF SOCIEDAD ANONIMA(YPF)057,894+57,89409950.18%+995
TKO GROUP HOLDINGS INC(TKO)012,148+12,14809910.18%+991
NUTRIEN LTD(NTR)021,274+21,27401,1990.21%+1,199
KINSALE CAP GROUP INC(KNSL)02,796+2,79609360.17%+936
APA CORPORATION(APA)94,597133,914+39,3173,8884,8050.86%+917
MINISO GROUP HLDG LTD(MNSO)044,918+44,91809160.16%+916
SERVICENOW INC(NOW)01,297+1,29709160.16%+916
Page 1 of 1