Fund Holdings — CenterBook Partners LP

Total Portfolio Value
$2.05B
Total Bought
$832.45M
Total Sold
$809.36M
Net Transaction
+$23.09M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ELI LILLY & CO(LLY)024,471+24,471026,2981.29%+26,298
WALMART INC(WMT)0214,991+214,991023,9521.17%+23,952
GITLAB INC(GTLB)0488,247+488,247018,3240.90%+18,324
MICROSOFT CORP(MSFT)62,42297,900+35,47832,33147,3462.31%+15,015
GE AEROSPACE(GE)5,01649,788+44,7721,50915,3360.75%+13,827
URANIUM RTY CORP478,8874,447,408+3,968,5212,05915,7440.77%+13,685
GREEN DOT CORP(GDOT)243,3531,233,176+989,8233,26815,7970.77%+12,529
IONIS PHARMACEUTICALS INC(IONS)0153,949+153,949012,1790.60%+12,179
MECHANICS BANCORP(MCHB)107,929850,570+742,6411,43712,4440.61%+11,007
CISCO SYS INC(CSCO)0139,475+139,475010,7440.52%+10,744
ENERGY FUELS INC(UUUU)0705,108+705,108010,2520.50%+10,252
HOME DEPOT INC(HD)029,763+29,763010,2410.50%+10,241
UBER TECHNOLOGIES INC(UBER)122,572263,986+141,41412,00821,5701.05%+9,562
ROIVANT SCIENCES LTD(ROIV)247,443611,833+364,3903,74413,2770.65%+9,533
APPLIED MATLS INC036,581+36,58109,4010.46%+9,401
FUELCELL ENERGY INC(FCEL)01,278,746+1,278,74609,3480.46%+9,348
LUMENTUM HLDGS INC(LITE)023,497+23,49708,6610.42%+8,661
SHOALS TECHNOLOGIES GROUP IN(SHLS)0999,361+999,36108,4950.42%+8,495
RED CAT HLDGS INC(RCAT)56,0311,105,132+1,049,1015808,7640.43%+8,184
AMPHENOL CORP NEW118,914165,968+47,05414,71622,4291.10%+7,713
LPL FINL HLDGS INC(LPLA)021,322+21,32207,6160.37%+7,616
TESLA INC(TSLA)79417,638+16,8443537,9320.39%+7,579
OLIN CORP(OLN)108,993488,330+379,3372,72410,1720.50%+7,448
WEX INC(WEX)20,08270,834+50,7523,16410,5530.52%+7,389
UR-ENERGY INC(URG)4,203,12910,661,242+6,458,1137,52414,8190.72%+7,296
TJX COS INC NEW(TJX)113,505153,730+40,22516,40623,6141.15%+7,208
NORDIC AMERICAN TANKERS LIMI
COM
1,761,1983,700,409+1,939,2115,53012,7290.62%+7,199
GEO GROUP INC NEW(GEO)0428,812+428,81206,9120.34%+6,912
COMPASS DIVERSIFIED(CODI)01,374,382+1,374,38206,5970.32%+6,597
COGENT COMMUNICATIONS HLDGS(CCOI)169,761601,735+431,9746,51012,9730.63%+6,463
CDW CORP(CDW)047,151+47,15106,4220.31%+6,422
MEDTRONIC PLC(MDT)066,558+66,55806,3940.31%+6,394
PROGYNY INC424,393578,171+153,7789,13314,8470.73%+5,714
AMAZON COM INC(AMZN)183,123198,871+15,74840,20845,9032.24%+5,695
INSPERITY INC(NSP)0146,439+146,43905,6700.28%+5,670
UNITY SOFTWARE INC(U)22,426147,708+125,2828986,5240.32%+5,626
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)305,0861,075,877+770,7912,3037,7030.38%+5,400
CANADA GOOSE HLDGS INC(GOOS)0414,129+414,12905,3630.26%+5,363
XERIS BIOPHARMA HOLDINGS INC698,2041,391,590+693,3865,68310,9240.53%+5,241
MARINEMAX INC(HZO)304,718532,452+227,7347,71912,9010.63%+5,183
CSW INDUSTRIALS INC(CSW)017,640+17,64005,1780.25%+5,178
AIR LEASE CORP
CL A
080,228+80,22805,1530.25%+5,153
JAZZ PHARMACEUTICALS PLC(JAZZ)030,104+30,10405,1180.25%+5,118
SHERWIN WILLIAMS CO(SHW)7,08923,267+16,1782,4557,5390.37%+5,085
CARDINAL HEALTH INC(CAH)024,697+24,69705,0750.25%+5,075
EXTREME NETWORKS(EXTR)112,799426,394+313,5952,3297,0990.35%+4,770
SERVICENOW INC(NOW)030,865+30,86504,7280.23%+4,728
LAS VEGAS SANDS CORP(LVS)070,488+70,48804,5880.22%+4,588
GREEN PLAINS INC(GPRE)0461,356+461,35604,5210.22%+4,521
DORMAN PRODS INC(DORM)035,843+35,84304,4150.22%+4,415
RANPAK HOLDINGS CORP(PACK)0796,548+796,54804,3090.21%+4,309
VIRIDIAN THERAPEUTICS INC(VRDN)0136,717+136,71704,2550.21%+4,255
XPONENTIAL FITNESS INC(XPOF)0516,759+516,75904,2530.21%+4,253
BIONTECH SE(BNTX)185,491236,175+50,68418,29322,4841.10%+4,191
ROCKET COS INC(RKT)0215,359+215,35904,1690.20%+4,169
STAAR SURGICAL CO(STAA)0177,974+177,97404,1090.20%+4,109
PUBMATIC INC(PUBM)748,4601,147,055+398,5956,19710,1740.50%+3,977
LOCKHEED MARTIN CORP(LMT)08,067+8,06703,9020.19%+3,902
PERRIGO CO PLC(PRGO)184,152573,644+389,4924,1017,9850.39%+3,884
WHITEFIBER INC(WYFI)0245,153+245,15303,8730.19%+3,873
TRANSUNION(TRU)44,09687,701+43,6053,6947,5200.37%+3,826
DIGITALOCEAN HLDGS INC(DOCN)078,866+78,86603,7950.19%+3,795
PRIMO BRANDS CORPORATION(PRMB)0230,500+230,50003,7690.18%+3,769
10X GENOMICS INC(TXG)0230,772+230,77203,7640.18%+3,764
TRANSALTA CORP(TAC)75,372377,942+302,5701,0304,7770.23%+3,747
QUANEX BLDG PRODS CORP(NX)36,259274,231+237,9725164,2180.21%+3,702
GROCERY OUTLET HLDG CORP(GO)178,140645,159+467,0192,8596,5160.32%+3,657
RH(RH)13,08035,022+21,9422,6576,2740.31%+3,617
MARVELL TECHNOLOGY INC(MRVL)42,78084,084+41,3043,5977,1450.35%+3,549
DAVE & BUSTERS ENTMT INC(PLAY)42,032265,155+223,1237634,2980.21%+3,535
TEXAS ROADHOUSE INC(TXRH)021,005+21,00503,4870.17%+3,487
STEVANATO GROUP S P A
ORD SHS
61,758249,510+187,7521,5905,0200.25%+3,430
KIRBY CORP(KEX)2,71933,110+30,3912273,6480.18%+3,421
POOL CORP(POOL)014,781+14,78103,3810.17%+3,381
BOYD GROUP SERVICES INC(BGSI)021,150+21,15003,3690.16%+3,369
GOLD COM INC(GOLD)225,764269,332+43,5685,8419,1710.45%+3,330
NETSKOPE INC(NTSK)19,773212,198+192,4254493,7220.18%+3,273
SYSCO CORP(SYY)19,60065,463+45,8631,6144,8240.24%+3,210
ALASKA AIR GROUP INC062,210+62,21003,1290.15%+3,129
US FOODS HLDG CORP(USFD)041,303+41,30303,1110.15%+3,111
NU HLDGS LTD(NU)50,684233,562+182,8788113,9100.19%+3,098
NIKE INC(NKE)63,059117,630+54,5714,3977,4940.37%+3,097
AECOM(ACM)032,305+32,30503,0800.15%+3,080
NORTH AMERN CONSTR GROUP LTD(NOA)0210,273+210,27303,0220.15%+3,022
MIRUM PHARMACEUTICALS INC(MIRM)8,35745,367+37,0106133,5840.18%+2,971
VOYA FINANCIAL INC(VOYA)039,715+39,71502,9580.14%+2,958
KOPIN CORP(KOPN)01,249,928+1,249,92802,9250.14%+2,925
TRANSOCEAN LTD(RIG)0699,993+699,99302,8910.14%+2,891
ROYAL BK CDA(RY)56,84465,378+8,5348,37411,1460.54%+2,772
LIVE NATION ENTERTAINMENT IN(LYV)2,51622,143+19,6274113,1550.15%+2,744
CRANE NXT CO(CXT)058,014+58,01402,7310.13%+2,731
JANUS INTERNATIONAL GROUP IN(JBI)0416,517+416,51702,7240.13%+2,724
U S PHYSICAL THERAPY(USPH)6,04741,284+35,2375143,2240.16%+2,710
VERTIV HOLDINGS CO(VRT)9,67125,595+15,9241,4594,1470.20%+2,688
ORION GROUP HLDGS INC(ORN)541,511720,561+179,0504,5057,1620.35%+2,657
VICI PPTYS INC(VICI)093,706+93,70602,6350.13%+2,635
FERROGLOBE PLC(GSM)926,3811,474,228+547,8474,2156,8400.33%+2,625
AUTOZONE INC(AZO)0772+77202,6180.13%+2,618
MOSAIC CO NEW(MOS)44,303171,428+127,1251,5364,1300.20%+2,593
LANTHEUS HLDGS INC(LNTH)038,354+38,35402,5520.12%+2,552
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CenterBook Partners LP — 13F Holdings — Q4 2025 | TickerTrail