Fund HoldingsT. Rowe Price Investment Management, Inc.

Total Portfolio Value
$141.47M
Total Bought
$13.85M
Total Sold
$17.99M
Net Transaction
-$4.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
RTX CORPORATION(RTX)08,904,617+8,904,61706410.45%+641
PTC INC(PTC)4,768,1169,180,930+4,412,8146791,3010.92%+622
HUMANA INC(HUM)0898,084+898,08404370.31%+437
LIBERTY MEDIA CORP DEL(FWONA)06,281,085+6,281,08503910.28%+391
CHENIERE ENERGY INC(LNG)04,590,847+4,590,84707620.54%+762
ALPHABET INC(GOOG)16,386,97517,398,269+1,011,2941,9622,2771.61%+315
DTE ENERGY CO(DTB)4,178,8417,684,272+3,505,4314607630.54%+303
EXELON CORP(EXC)21,211,93130,451,634+9,239,7038641,1510.81%+287
TELEDYNE TECHNOLOGIES INC(TDY)2,078,4202,762,675+684,2558541,1290.80%+274
AMETEK INC03,640,037+3,640,03705380.38%+538
ANALOG DEVICES INC(ADI)03,860,084+3,860,08406760.48%+676
TECHNIPFMC PLC(FTI)021,412,741+21,412,74104360.31%+436
BIOGEN INC(BIIB)3,399,0704,754,991+1,355,9219681,2220.86%+254
XCEL ENERGY INC(XEL)15,847,19421,549,861+5,702,6679851,2330.87%+248
SAREPTA THERAPEUTICS INC(SRPT)01,895,320+1,895,32002300.16%+230
ULTA BEAUTY INC(ULTA)0509,246+509,24602030.14%+203
EQT CORP(EQT)011,603,759+11,603,75904710.33%+471
RANGE RES CORP(RRC)010,324,917+10,324,91703350.24%+335
NEW YORK TIMES CO(NYT)06,758,941+6,758,94102780.20%+278
SPOTIFY TECHNOLOGY S A(SPOT)3,239,3234,481,360+1,242,0375206930.49%+173
META PLATFORMS INC(META)1,551,4832,044,491+493,0084456140.43%+169
KKR & CO INC(KKR)22,855,92123,444,907+588,9861,2801,4441.02%+164
SBA COMMUNICATIONS CORP NEW(SBAC)0814,216+814,21601630.12%+163
CME GROUP INC(CME)01,019,103+1,019,10302040.14%+204
TYLER TECHNOLOGIES INC(TYL)0448,432+448,43201730.12%+173
SOUTHWESTERN ENERGY CO033,051,501+33,051,50102130.15%+213
KENVUE INC(KVUE)016,267,412+16,267,41203270.23%+327
CENTERPOINT ENERGY INC(CNP)016,881,225+16,881,22504530.32%+453
THERMO FISHER SCIENTIFIC INC(TMO)1,878,1552,184,547+306,3929801,1060.78%+126
CHAMPIONX CORPORATION07,118,914+7,118,91402540.18%+254
WEC ENERGY GROUP INC(WEC)04,677,229+4,677,22903770.27%+377
ROIVANT SCIENCES LTD(ROIV)010,649,397+10,649,39701240.09%+124
ABBVIE INC(ABBV)5,997,5616,251,205+253,6448089320.66%+124
MATCH GROUP INC NEW(MTCH)05,708,282+5,708,28202240.16%+224
DOMINOS PIZZA INC(DPZ)2,237,5112,288,760+51,2497548670.61%+113
AURORA INNOVATION INC0115,361,284+115,361,28402710.19%+271
CANADIAN NAT RES LTD(CNQ)9,507,3799,860,972+353,5935356380.45%+103
CROWDSTRIKE HLDGS INC(CRWD)5,069,1725,059,272-9,9007458470.60%+102
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,198,215+5,198,21503540.25%+354
ASSURANT INC(AIZ)5,669,0325,664,901-4,1317138130.57%+101
CHESAPEAKE ENERGY CORP(EXE)5,732,1706,701,337+969,1674805780.41%+98
UNITEDHEALTH GROUP INC(UNH)4,563,0604,542,221-20,8392,1932,2901.62%+97
EXPRO GROUP HOLDINGS NV06,998,202+6,998,20201630.11%+163
PATTERSON-UTI ENERGY INC(PTEN)06,713,128+6,713,1280930.07%+93
TRADEWEB MKTS INC(TW)7,937,4077,913,212-24,1955446350.45%+91
MACOM TECH SOLUTIONS HLDGS I(MTSI)02,869,927+2,869,92702340.17%+234
ROSS STORES INC(ROST)4,358,1045,088,921+730,8174895750.41%+86
ELI LILLY & CO(LLY)1,313,0991,306,395-6,7046167020.50%+86
MATADOR RES CO(MTDR)04,352,106+4,352,10602590.18%+259
DUTCH BROS INC(BROS)03,976,492+3,976,4920920.07%+92
VSE CORP(VSEC)01,514,872+1,514,8720760.05%+76
HAEMONETICS CORP MASS(HAE)0846,917+846,9170760.05%+76
TEXTRON INC(TXT)16,382,65815,130,942-1,251,7161,1081,1820.84%+74
RBC BEARINGS INC(RBC)01,117,848+1,117,84802620.19%+262
LIBERTY MEDIA CORP DEL02,151,125+2,151,1250690.05%+69
CRANE COMPANY(CR)0800,482+800,4820710.05%+71
CCC INTELLIGENT SOLUTIONS HL(CCC)031,440,140+31,440,14004200.30%+420
YUM BRANDS INC(YUM)13,636,63315,643,546+2,006,9131,8891,9551.38%+65
COLLIERS INTL GROUP INC(CIGI)0677,529+677,5290650.05%+65
MOBILEYE GLOBAL INC(MBLY)08,110,330+8,110,33003370.24%+337
MAPLEBEAR INC(CART)02,088,417+2,088,4170620.04%+62
DT MIDSTREAM INC(DTM)01,147,422+1,147,4220610.04%+61
ARGENX SE(ARGX)0966,356+966,35604750.34%+475
MASTERCARD INCORPORATED(MA)2,446,9552,582,370+135,4159621,0220.72%+60
IONIS PHARMACEUTICALS INC(IONS)13,083,72713,123,055+39,3285375950.42%+58
NOV INC(NOV)02,665,646+2,665,6460560.04%+56
PIONEER NAT RES CO2,429,2922,427,963-1,3295035570.39%+54
LULULEMON ATHLETICA INC(LULU)0660,335+660,33502550.18%+255
STRUCTURE THERAPEUTICS INC01,571,677+1,571,6770790.06%+79
WHITE MTNS INS GROUP LTD
COM
043,219+43,2190650.05%+65
DIAMONDBACK ENERGY INC(FANG)01,415,986+1,415,98602190.16%+219
MOOG INC(MOG-A)0438,817+438,8170500.04%+50
AVERY DENNISON CORP4,238,9214,248,756+9,8357287760.55%+48
LIBERTY ENERGY INC(LBRT)09,505,746+9,505,74601760.12%+176
PAR TECHNOLOGY CORP04,616,303+4,616,30301780.13%+178
CASELLA WASTE SYS INC(CWST)01,655,914+1,655,91401260.09%+126
PINNACLE FINL PARTNERS INC04,262,648+4,262,64802860.20%+286
ATLASSIAN CORPORATION01,312,287+1,312,28702640.19%+264
HILTON WORLDWIDE HLDGS INC(HLT)10,011,0999,985,253-25,8461,4571,5001.06%+42
FAIR ISAAC CORP(FICO)696,727697,994+1,2675646060.43%+42
FIRST AMERN FINL CORP(FAF)02,404,150+2,404,15001360.10%+136
ZURN ELKAY WATER SOLNS CORP(ZWS)05,577,436+5,577,43601560.11%+156
CONSOL ENERGY INC NEW0376,994+376,9940400.03%+40
HUNT J B TRANS SVCS INC(JBHT)5,427,3495,420,604-6,7459831,0220.72%+39
ONTO INNOVATION INC(ONTO)01,997,970+1,997,97002550.18%+255
DIODES INC(DIOD)0491,179+491,1790390.03%+39
BOSTON BEER INC(SAM)0922,609+922,60903590.25%+359
SOTERA HEALTH CO(SHC)03,260,704+3,260,7040490.03%+49
PAYCOR HCM INC06,767,351+6,767,35101540.11%+154
VISHAY INTERTECHNOLOGY INC(VSH)01,476,537+1,476,5370370.03%+37
INSMED INC(INSM)08,324,884+8,324,88402100.15%+210
REPUBLIC SVCS INC(RSG)0921,258+921,25801310.09%+131
KLAVIYO INC(KVYO)01,000,000+1,000,0000350.02%+35
ARCELLX INC
COMMON STOCK
0910,178+910,1780330.02%+33
AMEREN CORP(AEE)14,203,46315,934,129+1,730,6661,1601,1920.84%+32
JACK IN THE BOX INC0547,838+547,8380380.03%+38
STRATEGIC ED INC(STRA)03,063,264+3,063,26402310.16%+231
ASGN INC0386,588+386,5880320.02%+32
CRINETICS PHARMACEUTICALS IN(CRNX)01,640,692+1,640,6920490.03%+49
CATALENT INC13,433,84713,446,374+12,5275826120.43%+30
Page 1 of 1