Fund HoldingsAIGEN INVESTMENT MANAGEMENT, LP

Total Portfolio Value
$567.22M
Total Bought
$361.26M
Total Sold
$298.77M
Net Transaction
+$62.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MEDTRONIC PLC(MDT)070,622+70,62205,6410.99%+5,641
GENERAL DYNAMICS CORP(GD)018,744+18,74404,9390.87%+4,939
CONOCOPHILLIPS(COP)061,722+61,72206,1211.08%+6,121
CDW CORP(CDW)028,895+28,89505,0290.89%+5,029
AMERICAN AIRLS GROUP INC(AAL)0236,302+236,30204,1190.73%+4,119
COCA COLA CO(KO)12,96578,364+65,3999324,8790.86%+3,947
REGENERON PHARMACEUTICALS(REGN)06,367+6,36704,5350.80%+4,535
SHAKE SHACK INC(SHAK)028,964+28,96403,7600.66%+3,760
D R HORTON INC(DHI)026,302+26,30203,6780.65%+3,678
CISCO SYS INC(CSCO)060,470+60,47003,5800.63%+3,580
BATH & BODY WORKS INC097,582+97,58203,7830.67%+3,783
LAM RESEARCH CORP(LRCX)044,726+44,72603,2310.57%+3,231
ULTA BEAUTY INC(ULTA)07,385+7,38503,2120.57%+3,212
WILLIAMS COS INC(WMB)063,509+63,50903,4370.61%+3,437
INTUIT(INTU)04,706+4,70602,9580.52%+2,958
REDDIT INC(RDDT)017,968+17,96802,9370.52%+2,937
ROPER TECHNOLOGIES INC(ROP)05,605+5,60502,9140.51%+2,914
CARDINAL HEALTH INC(CAH)024,204+24,20402,8630.50%+2,863
FIVE BELOW INC(FIVE)026,230+26,23002,7530.49%+2,753
META PLATFORMS INC(META)04,631+4,63102,7110.48%+2,711
CENTENE CORP DEL(CNC)043,555+43,55502,6390.47%+2,639
ADOBE INC(ADBE)05,924+5,92402,6340.46%+2,634
DOMINION ENERGY INC(D)048,645+48,64502,6200.46%+2,620
NETFLIX INC(NFLX)2,2634,555+2,2921,6054,0600.72%+2,455
ROBINHOOD MKTS INC(HOOD)085,868+85,86803,1990.56%+3,199
ARISTA NETWORKS INC(ANET)021,604+21,60402,3880.42%+2,388
EOG RES INC(EOG)021,434+21,43402,6270.46%+2,627
MONDELEZ INTL INC(MDLZ)038,856+38,85602,3210.41%+2,321
MOODYS CORP(MCO)04,866+4,86602,3030.41%+2,303
GARTNER INC(IT)05,126+5,12602,4830.44%+2,483
SCHLUMBERGER LTD(SLB)091,040+91,04003,4900.62%+3,490
LULULEMON ATHLETICA INC(LULU)05,829+5,82902,2290.39%+2,229
UNITED PARCEL SERVICE INC(UPS)027,224+27,22403,4330.61%+3,433
CARRIER GLOBAL CORPORATION(CARR)031,913+31,91302,1780.38%+2,178
AMERICAN WTR WKS CO INC NEW016,346+16,34602,0350.36%+2,035
DISNEY WALT CO(DIS)020,246+20,24602,2540.40%+2,254
SOUTHERN CO(SO)023,980+23,98001,9740.35%+1,974
REGIONS FINANCIAL CORP NEW(RF)083,536+83,53601,9650.35%+1,965
KROGER CO(KR)042,934+42,93402,6250.46%+2,625
FORD MTR CO(F)0194,797+194,79701,9280.34%+1,928
CORPAY INC(CPAY)05,687+5,68701,9250.34%+1,925
MONOLITHIC PWR SYS INC(MPWR)03,237+3,23701,9150.34%+1,915
LINDE PLC(LIN)04,480+4,48001,8760.33%+1,876
MARVELL TECHNOLOGY INC(MRVL)016,719+16,71901,8470.33%+1,847
SALESFORCE INC(CRM)05,425+5,42501,8140.32%+1,814
ONEOK INC NEW(OKE)017,977+17,97701,8050.32%+1,805
WARNER BROS DISCOVERY INC(WBD)0167,545+167,54501,7710.31%+1,771
VARONIS SYS INC(VRNS)044,993+44,99301,9990.35%+1,999
SMITH A O CORP(AOS)025,443+25,44301,7350.31%+1,735
TARGA RES CORP(TRGP)012,592+12,59202,2480.40%+2,248
HALLIBURTON CO(HAL)70,012138,026+68,0142,0343,7530.66%+1,719
THERMO FISHER SCIENTIFIC INC(TMO)03,231+3,23101,6810.30%+1,681
BERRY GLOBAL GROUP INC025,968+25,96801,6790.30%+1,679
ANHEUSER BUSCH INBEV SA/NV(BUD)041,155+41,15502,0610.36%+2,061
EVERSOURCE ENERGY(ES)038,122+38,12202,1890.39%+2,189
ASTERA LABS INC(ALAB)011,875+11,87501,5730.28%+1,573
IQVIA HLDGS INC(IQV)07,873+7,87301,5470.27%+1,547
MERCK & CO INC(MRK)043,898+43,89804,3670.77%+4,367
CONSTELLATION BRANDS INC(STZ)06,839+6,83901,5110.27%+1,511
FREEPORT-MCMORAN INC(FCX)039,154+39,15401,4910.26%+1,491
CARNIVAL CORP059,679+59,67901,4870.26%+1,487
CORNING INC(GLW)030,935+30,93501,4700.26%+1,470
NUCOR CORP(NUE)022,263+22,26302,5980.46%+2,598
WALMART INC(WMT)016,008+16,00801,4460.25%+1,446
NEXTERA ENERGY INC(NEE)019,869+19,86901,4240.25%+1,424
NOV INC(NOV)0113,926+113,92601,6630.29%+1,663
STERIS PLC(STE)06,870+6,87001,4120.25%+1,412
FOX CORP(FOX)028,999+28,99901,4090.25%+1,409
AMETEK INC07,768+7,76801,4000.25%+1,400
NEWMONT CORP(NEM)072,055+72,05502,6820.47%+2,682
EQT CORP(EQT)035,808+35,80801,6510.29%+1,651
ACCENTURE PLC IRELAND
SHS CLASS A
03,779+3,77901,3290.23%+1,329
UNITED MICROELECTRONICS CORP(UMC)0204,666+204,66601,3280.23%+1,328
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
015,340+15,34001,3240.23%+1,324
BENTLEY SYS INC(BSY)032,876+32,87601,5350.27%+1,535
BUNGE GLOBAL SA(BG)022,644+22,64401,7610.31%+1,761
TEXAS INSTRS INC(TXN)06,758+6,75801,2670.22%+1,267
BJS WHSL CLUB HLDGS INC(BJ)014,105+14,10501,2600.22%+1,260
INTERPUBLIC GROUP COS INC044,596+44,59601,2500.22%+1,250
DOW INC(DOW)037,412+37,41201,5010.26%+1,501
BCE INC(BCE)053,471+53,47101,2390.22%+1,239
LYONDELLBASELL INDUSTRIES N
SHS - A -
016,609+16,60901,2340.22%+1,234
BROOKFIELD CORP(BN)021,405+21,40501,2300.22%+1,230
STANTEC INC(STN)015,544+15,54401,2200.22%+1,220
COGNEX CORP(CGNX)033,955+33,95501,2180.21%+1,218
EXPEDITORS INTL WASH INC(EXPD)013,704+13,70401,5180.27%+1,518
IMPERIAL OIL LTD(IMO)019,601+19,60101,2080.21%+1,208
TECK RESOURCES LTD(TECK)029,566+29,56601,1990.21%+1,199
BANK NOVA SCOTIA HALIFAX022,257+22,25701,1950.21%+1,195
SEA LTD(SE)011,212+11,21201,1900.21%+1,190
INTEL CORP(INTC)058,972+58,97201,1820.21%+1,182
DOORDASH INC(DASH)020,021+20,02103,3590.59%+3,359
VERTIV HOLDINGS CO(VRT)010,226+10,22601,1620.20%+1,162
PUBLIC SVC ENTERPRISE GRP IN(PEG)013,634+13,63401,1520.20%+1,152
ALAMOS GOLD INC NEW062,182+62,18201,1470.20%+1,147
US FOODS HLDG CORP(USFD)016,966+16,96601,1450.20%+1,145
ARCHER DANIELS MIDLAND CO20,62146,950+26,3291,2322,3720.42%+1,140
AUTOZONE INC(AZO)0353+35301,1300.20%+1,130
INTERCONTINENTAL EXCHANGE IN(ICE)18,18027,155+8,9752,9204,0460.71%+1,126
UNILEVER PLC(UL)019,839+19,83901,1250.20%+1,125
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