Solvnode

Lee Ainslie

Maverick Capital Ltd

Report date Jun 30, 2024 · 25 quarters available

Filed Aug 14, 2024, 45 days after the quarter ended · 13F-HR 0000947871-24-000690

Q2 2026 13F data is not published yet; the SEC filing deadline is August 14, 2026.

Reported portfolio value$5.3B-0.9% vs. previous quarter
Positions267267 new
Top-five concentration30.6%of the reported portfolio
Largest positionCPNGCOUPANG INC · 11.6% weight

Portfolio structure

Size by reported market value, hue by sector
Q2 2024

Sector allocation

Share of portfolio value · derived from SEC SIC codes, not licensed GICS data

Segments run in GICS sector order

  • Energy2.1%
  • Materials0.1%
  • Industrials0.4%
  • Consumer Discretionary30.8%
  • Consumer Staples4.2%
  • Health Care10.5%
  • Financials5.9%
  • Information Technology21.1%
  • Communication Services3.9%
  • Utilities2.5%
  • Real Estate5.9%
  • Unclassified12.6%

87.4% of the value that can carry an issuer sector is classified · rule set sic-sector-v2

Sector Allocation Over Time

All available quarters · Share of portfolio value
25 quarters

At least one quarter in this series is too sparsely classified for the shape of the bands to be read as a rotation, so the series is withheld. How sectors are derived

All positions

Sorted by portfolio weight, high to low
CPNGCOUPANG INCCUSIP 22266T109
Consumer Discretionary$0.61B
11.6%
New
Consumer Discretionary$0.28B
5.3%
New
MSFTMICROSOFT CORPCUSIP 594918104
Information Technology$0.27B
5.1%
New
Information Technology$0.25B
4.8%
New
Consumer Staples$0.20B
3.9%
New
Financials$0.15B
2.9%
New
Ticker unavailableNU HLDGS LTDCUSIP G6683N103
Unclassified$0.15B
2.9%
New
JLLJONES LANG LASALLE INCCUSIP 48020Q107
Real Estate$0.15B
2.8%
New
METAMETA PLATFORMS INC-CLASS ACUSIP 30303M102
Communication Services$0.15B
2.8%
New
Utilities$0.13B
2.4%
New
CPTCAMDEN PROPERTY TRUSTCUSIP 133131102
Real Estate$0.13B
2.4%
New
NTRANATERA INCCUSIP 632307104
Health Care$0.12B
2.2%
New
Ticker unavailableSEAGATE TECHNOLOGY HLDNGS PLCUSIP G7997R103
Unclassified$0.11B
2.1%
New
SBUXSTARBUCKS CORPCUSIP 855244109
Consumer Discretionary$0.11B
2.1%
New
SWXSOUTHWEST GAS HOLDINGS INCCUSIP 844895102
Energy$0.10B
2.0%
New
UBERUBER TECHNOLOGIES INCCUSIP 90353T100
Consumer Discretionary$0.10B
1.9%
New
DASHDOORDASH INC - ACUSIP 25809K105
Consumer Discretionary$0.10B
1.9%
New
SWTXUSDSPRINGWORKS THERAPEUTICS INCCUSIP 85205L107
Unclassified$0.10B
1.9%
New
KELKELLANOVACUSIP 487836108
Unclassified$0.09B
1.7%
New
Information Technology$0.09B
1.6%
New
RCKTROCKET PHARMACEUTICALS INCCUSIP 77313F106
Health Care$0.08B
1.6%
New
MUMICRON TECHNOLOGY INCCUSIP 595112103
Information Technology$0.08B
1.6%
New
LPLALPL FINANCIAL HOLDINGS INCCUSIP 50212V100
Financials$0.08B
1.4%
New
AMDADVANCED MICRO DEVICESCUSIP 007903107
Information Technology$0.07B
1.4%
New
CARTMAPLEBEAR INCCUSIP 565394103
Consumer Discretionary$0.07B
1.4%
New
HUMHUMANA INCCUSIP 444859102
Health Care$0.07B
1.4%
New
CRMSALESFORCE INCCUSIP 79466L302
Information Technology$0.07B
1.3%
New
APHAMPHENOL CORP-CL ACUSIP 032095101
Information Technology$0.06B
1.2%
New
ALABASTERA LABS INCCUSIP 04626A103
Information Technology$0.06B
1.1%
New
QDELQUIDELORTHO CORPCUSIP 219798105
Health Care$0.06B
1.1%
New
MELIMERCADOLIBRE INCCUSIP 58733R102
Consumer Discretionary$0.06B
1.1%
New
PCVXVAXCYTE INCCUSIP 92243G108
Health Care$0.05B
1.0%
New
RDDTREDDIT INC-CL ACUSIP 75734B100
Information Technology$0.05B
0.9%
New
NDAQNASDAQ INCCUSIP 631103108
Financials$0.05B
0.9%
New
Consumer Discretionary$0.05B
0.9%
New
VRNAVERONA PHARMA PLC - ADRCUSIP 925050106
Unclassified$0.04B
0.8%
New
ABNBAIRBNB INC-CLASS ACUSIP 009066101
Consumer Discretionary$0.04B
0.8%
New
TWLOTWILIO INC - ACUSIP 90138F102
Information Technology$0.04B
0.8%
New
VRDNVIRIDIAN THERAPEUTICS INCCUSIP 92790C104
Health Care$0.04B
0.8%
New
SHCSOTERA HEALTH COCUSIP 83601L102
Health Care$0.04B
0.8%
New
Ticker unavailableWAVE LIFE SCIENCES LTDCUSIP Y95308105
Unclassified$0.04B
0.7%
New
WWAYFAIR INC- CLASS ACUSIP 94419L101
Consumer Discretionary$0.04B
0.7%
New
TMUST-MOBILE US INCCUSIP 872590104
Communication Services$0.04B
0.7%
New
CBRECBRE GROUP INC - ACUSIP 12504L109
Real Estate$0.04B
0.7%
New
PLNTPLANET FITNESS INC - CL ACUSIP 72703H101
Consumer Discretionary$0.04B
0.7%
New
LRCXEURLAM RESEARCH CORPCUSIP 512807108
Unclassified$0.03B
0.6%
New
CNCCENTENE CORPCUSIP 15135B101
Health Care$0.03B
0.5%
New
GUTSFRACTYL HEALTH INCCUSIP 35168W103
Health Care$0.02B
0.3%
New
KKRKKR & CO INCCUSIP 48251W104
Financials$0.02B
0.3%
New
DAWNGBXDAY ONE BIOPHARMACEUTICALS ICUSIP 23954D109
Unclassified$0.02B
0.3%
New
Ticker unavailableGLOBAL TECHNOLGY ACQSTN CORPCUSIP G3934N107
Unclassified$0.01B
0.3%
New
IVVDINVIVYD INCCUSIP 00534A102
Health Care$0.01B
0.2%
New
AHCOADAPTHEALTH CORPCUSIP 00653Q102
Health Care$0.01B
0.2%
New
TGTTARGET CORPCUSIP 87612E106
Consumer Staples$0.01B
0.2%
New
OXMOXFORD INDUSTRIES INCCUSIP 691497309
Consumer Discretionary$0.01B
0.1%
New
RBRKRUBRIK INC-ACUSIP 781154109
Information Technology$0.01B
0.1%
New
BOOTBOOT BARN HOLDINGS INCCUSIP 099406100
Consumer Discretionary$0.01B
0.1%
New
TJXTJX COMPANIES INCCUSIP 872540109
Consumer Discretionary$0.01B
0.1%
New
Ticker unavailableFLUTTER ENTMT PLCCUSIP G3643J108
Unclassified$0.00B
0.1%
New
SFMSPROUTS FARMERS MARKET INCCUSIP 85208M102
Consumer Staples$0.00B
0.1%
New
URBNURBAN OUTFITTERS INCCUSIP 917047102
Consumer Discretionary$0.00B
0.1%
New
HDHOME DEPOT INCCUSIP 437076102
Consumer Discretionary$0.00B
0.1%
New
TPRTAPESTRY INCCUSIP 876030107
Consumer Discretionary$0.00B
0.1%
New
CRISEURCURIS INCCUSIP 231269309
Unclassified$0.00B
0.1%
New
JBLJABIL INCCUSIP 466313103
Information Technology$0.00B
0.1%
New
CRWDCROWDSTRIKE HOLDINGS INC - ACUSIP 22788C105
Information Technology$0.00B
0.1%
New
DKSDICK'S SPORTING GOODS INCCUSIP 253393102
Consumer Discretionary$0.00B
0.1%
New
BBWIBATH & BODY WORKS INCCUSIP 070830104
Consumer Discretionary$0.00B
0.1%
New
CHWYCHEWY INC - CLASS ACUSIP 16679L109
Consumer Discretionary$0.00B
0.1%
New
Ticker unavailableNORWEGIAN CRUISE LINE HLDG LCUSIP G66721104
Unclassified$0.00B
0.1%
New
HPQHP INCCUSIP 40434L105
Information Technology$0.00B
0.1%
New
ROKUROKU INCCUSIP 77543R102
Communication Services$0.00B
0.1%
New
ANFABERCROMBIE & FITCH CO-CL ACUSIP 002896207
Consumer Discretionary$0.00B
0.1%
New
DALDELTA AIR LINES INCCUSIP 247361702
Industrials$0.00B
0.1%
New
KMXCARMAX INCCUSIP 143130102
Consumer Discretionary$0.00B
0.1%
New
EATBRINKER INTERNATIONAL INCCUSIP 109641100
Consumer Discretionary$0.00B
0.1%
New
TRIPTRIPADVISOR INCCUSIP 896945201
Communication Services$0.00B
0.1%
New
PANWPALO ALTO NETWORKS INCCUSIP 697435105
Information Technology$0.00B
0.1%
New
LZBLA-Z-BOY INCCUSIP 505336107
Consumer Discretionary$0.00B
0.1%
New
WINGWINGSTOP INCCUSIP 974155103
Consumer Discretionary$0.00B
0.1%
New
CMGCHIPOTLE MEXICAN GRILL INCCUSIP 169656105
Consumer Discretionary$0.00B
0.1%
New
WENWENDY'S CO/THECUSIP 95058W100
Consumer Discretionary$0.00B
0.1%
New
YUMYUM! BRANDS INCCUSIP 988498101
Consumer Discretionary$0.00B
0.1%
New
TAT&T INCCUSIP 00206R102
Communication Services$0.00B
0.1%
New
CTRICENTURI HOLDINGS INCCUSIP 155923105
Energy$0.00B
0.1%
New
MNROMONRO INCCUSIP 610236101
Consumer Discretionary$0.00B
0.1%
New
DBIDESIGNER BRANDS INC-CLASS ACUSIP 250565108
Consumer Discretionary$0.00B
0.1%
New
EMREMERSON ELECTRIC COCUSIP 291011104
Industrials$0.00B
0.1%
New
SBHSALLY BEAUTY HOLDINGS INCCUSIP 79546E104
Consumer Discretionary$0.00B
0.1%
New
HPEHEWLETT PACKARD ENTERPRISECUSIP 42824C109
Information Technology$0.00B
0.1%
New
UIUBIQUITI INCCUSIP 90353W103
Information Technology$0.00B
0.1%
New
NTNXNUTANIX INC - ACUSIP 67059N108
Information Technology$0.00B
0.1%
New
CCL1EURCARNIVAL CORP LTDCUSIP 143658300
Unclassified$0.00B
0.0%
New
JWNUSDNORDSTROM INCCUSIP 655664100
Unclassified$0.00B
0.0%
New
EBAYEBAY INCCUSIP 278642103
Consumer Discretionary$0.00B
0.0%
New
ORCLORACLE CORPCUSIP 68389X105
Information Technology$0.00B
0.0%
New
Ticker unavailableLOGITECH INTL S ACUSIP H50430232
Unclassified$0.00B
0.0%
New
CNKCINEMARK HOLDINGS INCCUSIP 17243V102
Communication Services$0.00B
0.0%
New
AALAMERICAN AIRLINES GROUP INCCUSIP 02376R102
Industrials$0.00B
0.0%
New
DELLDELL TECHNOLOGIES -CCUSIP 24703L202
Information Technology$0.00B
0.0%
New
SHOESHOE STATION GROUP INCCUSIP 824889109
Consumer Discretionary$0.00B
0.0%
New
QRVOQORVO INCCUSIP 74736K101
Information Technology$0.00B
0.0%
New
AXAXOS FINANCIAL INCCUSIP 05465C100
Financials$0.00B
0.0%
New
TXRHTEXAS ROADHOUSE INCCUSIP 882681109
Consumer Discretionary$0.00B
0.0%
New
CAVACAVA GROUP INCCUSIP 148929102
Consumer Discretionary$0.00B
0.0%
New
GOOGLALPHABET INC-CL ACUSIP 02079K305
Communication Services$0.00B
0.0%
New
BLMNBLOOMIN' BRANDS INCCUSIP 094235108
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailableLIBERTY GLOBAL LTDCUSIP G61188127
Unclassified$0.00B
0.0%
New
Ticker unavailableON HLDG AGCUSIP H5919C104
Unclassified$0.00B
0.0%
New
ROSTROSS STORES INCCUSIP 778296103
Consumer Discretionary$0.00B
0.0%
New
SNCYSUN COUNTRY AIRLINES HOLDINGCUSIP 866683105
Unclassified$0.00B
0.0%
New
DXCMDEXCOM INCCUSIP 252131107
Health Care$0.00B
0.0%
New
SGSWEETGREEN INC - CLASS ACUSIP 87043Q108
Consumer Discretionary$0.00B
0.0%
New
SKAASKECHERS USA INC-CL ACUSIP 830566105
Unclassified$0.00B
0.0%
New
LVSLAS VEGAS SANDS CORPCUSIP 517834107
Consumer Discretionary$0.00B
0.0%
New
SMARGBPSMARTSHEET INC-CLASS ACUSIP 83200N103
Unclassified$0.00B
0.0%
New
WEXWEX INCCUSIP 96208T104
Consumer Discretionary$0.00B
0.0%
New
NVSNOVARTIS AG-SPONSORED ADRCUSIP 66987V109
Health Care$0.00B
0.0%
New
ILMNILLUMINA INCCUSIP 452327109
Health Care$0.00B
0.0%
New
VVVVALVOLINE INCCUSIP 92047W101
Unclassified$0.00B
0.0%
New
PEGAPEGASYSTEMS INCCUSIP 705573103
Information Technology$0.00B
0.0%
New
ODP1ODP CORP/THECUSIP 88337F105
Unclassified$0.00B
0.0%
New
YOUCLEAR SECURE INC -CLASS ACUSIP 18467V109
Information Technology$0.00B
0.0%
New
Ticker unavailablePERIMETER SOLUTIONS SACUSIP L7579L106
Unclassified$0.00B
0.0%
New
ENRENERGIZER HOLDINGS INCCUSIP 29272W109
Industrials$0.00B
0.0%
New
BXCBLUELINX HOLDINGS INCCUSIP 09624H208
Consumer Discretionary$0.00B
0.0%
New
NTAPNETAPP INCCUSIP 64110D104
Information Technology$0.00B
0.0%
New
MOHMOLINA HEALTHCARE INCCUSIP 60855R100
Health Care$0.00B
0.0%
New
POOLPOOL CORPCUSIP 73278L105
Consumer Discretionary$0.00B
0.0%
New
CIENCIENA CORPCUSIP 171779309
Information Technology$0.00B
0.0%
New
ZDZIFF DAVIS INCCUSIP 48123V102
Communication Services$0.00B
0.0%
New
Ticker unavailableLESLIES INCCUSIP 527064109
Unclassified$0.00B
0.0%
New
MIRMIRION TECHNOLOGIES INCCUSIP 60471A101
Industrials$0.00B
0.0%
New
PINSPINTEREST INC- CLASS ACUSIP 72352L106
Communication Services$0.00B
0.0%
New
HBMHUDBAY MINERALS INCCUSIP 443628102
Materials$0.00B
0.0%
New
TSCOTRACTOR SUPPLY COMPANYCUSIP 892356106
Consumer Discretionary$0.00B
0.0%
New
TCOMTRIP.COM GROUP LTD-ADRCUSIP 89677Q107
Consumer Discretionary$0.00B
0.0%
New
QCOMQUALCOMM INCCUSIP 747525103
Information Technology$0.00B
0.0%
New
KDKYNDRYL HOLDINGS INCCUSIP 50155Q100
Information Technology$0.00B
0.0%
New
NICENICE LTD - SPON ADRCUSIP 653656108
Information Technology$0.00B
0.0%
New
CARGCARGURUS INCCUSIP 141788109
Information Technology$0.00B
0.0%
New
Consumer Discretionary$0.00B
0.0%
New
BHCBAUSCH HEALTH COS INCCUSIP 071734107
Health Care$0.00B
0.0%
New
DVADAVITA INCCUSIP 23918K108
Health Care$0.00B
0.0%
New
WCCWESCO INTERNATIONAL INCCUSIP 95082P105
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailableCLARIVATE PLCCUSIP G21810109
Unclassified$0.00B
0.0%
New
DOCUDOCUSIGN INCCUSIP 256163106
Information Technology$0.00B
0.0%
New
Ticker unavailableGRAB HOLDINGS LIMITEDCUSIP G4124C109
Unclassified$0.00B
0.0%
New
BTUPEABODY ENERGY CORPCUSIP 704551100
Materials$0.00B
0.0%
New
Ticker unavailableTECHNIPFMC PLCCUSIP G87110105
Unclassified$0.00B
0.0%
New
ZBRAZEBRA TECHNOLOGIES CORP-CL ACUSIP 989207105
Industrials$0.00B
0.0%
New
LNGCHENIERE ENERGY INCCUSIP 16411R208
Utilities$0.00B
0.0%
New
EEFTEURONET WORLDWIDE INCCUSIP 298736109
Financials$0.00B
0.0%
New
OKTAOKTA INCCUSIP 679295105
Information Technology$0.00B
0.0%
New
Ticker unavailableTOWER SEMICONDUCTOR LTDCUSIP M87915274
Unclassified$0.00B
0.0%
New
Industrials$0.00B
0.0%
New
ZMZOOM COMMUNICATIONS INCCUSIP 98980L101
Communication Services$0.00B
0.0%
New
MBCMASTERBRAND INCCUSIP 57638P104
Consumer Discretionary$0.00B
0.0%
New
Consumer Discretionary$0.00B
0.0%
New
EQHEQUITABLE HOLDINGS INCCUSIP 29452E101
Financials$0.00B
0.0%
New
MSGEMADISON SQUARE GARDEN ENTERTCUSIP 558256103
Consumer Discretionary$0.00B
0.0%
New
WRBYWARBY PARKER INC-CLASS ACUSIP 93403J106
Health Care$0.00B
0.0%
New
CRCCALIFORNIA RESOURCES CORPCUSIP 13057Q305
Energy$0.00B
0.0%
New
TNLTRAVEL + LEISURE COCUSIP 894164102
Consumer Discretionary$0.00B
0.0%
New
GTXGARRETT MOTION INCCUSIP 366505105
Consumer Discretionary$0.00B
0.0%
New
PEVERPURE INC-ACUSIP 74624M102
Information Technology$0.00B
0.0%
New
Ticker unavailablePAGSEGURO DIGITAL LTDCUSIP G68707101
Unclassified$0.00B
0.0%
New
CEIXEURCONSOL ENERGY INCCUSIP 20854L108
Unclassified$0.00B
0.0%
New
ADSKAUTODESK INCCUSIP 052769106
Information Technology$0.00B
0.0%
New
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailablePLAYA HOTELS & RESORTS NVCUSIP N70544106
Unclassified$0.00B
0.0%
New
Ticker unavailableSTONECO LTDCUSIP G85158106
Unclassified$0.00B
0.0%
New
VSTOEURVISTA OUTDOOR INCCUSIP 928377100
Unclassified$0.00B
0.0%
New
Ticker unavailableHERBALIFE LTDCUSIP G4412G101
Unclassified$0.00B
0.0%
New
SYFSYNCHRONY FINANCIALCUSIP 87165B103
Financials$0.00B
0.0%
New
WRKUSDWESTROCK COCUSIP 96145D105
Unclassified$0.00B
0.0%
New
ARMKARAMARKCUSIP 03852U106
Consumer Discretionary$0.00B
0.0%
New
ATKRATKORE INCCUSIP 047649108
Industrials$0.00B
0.0%
New
Ticker unavailableDESPEGAR COM CORPCUSIP G27358103
Unclassified$0.00B
0.0%
New
VEEVVEEVA SYSTEMS INC-CLASS ACUSIP 922475108
Information Technology$0.00B
0.0%
New
COLLCOLLEGIUM PHARMACEUTICAL INCCUSIP 19459J104
Health Care$0.00B
0.0%
New
GDDYGODADDY INC - CLASS ACUSIP 380237107
Information Technology$0.00B
0.0%
New
EGOELDORADO GOLD CORPCUSIP 284902509
Materials$0.00B
0.0%
New
IMKTAINGLES MARKETS INC-CLASS ACUSIP 457030104
Consumer Staples$0.00B
0.0%
New
MHKMOHAWK INDUSTRIES INCCUSIP 608190104
Consumer Discretionary$0.00B
0.0%
New
CVLTCOMMVAULT SYSTEMS INCCUSIP 204166102
Information Technology$0.00B
0.0%
New
NOKNOKIA CORP-SPON ADRCUSIP 654902204
Information Technology$0.00B
0.0%
New
Ticker unavailableFERROGLOBE PLCCUSIP G33856108
Unclassified$0.00B
0.0%
New
PFSIPENNYMAC FINANCIAL SERVICESCUSIP 70932M107
Financials$0.00B
0.0%
New
MGMMGM RESORTS INTERNATIONALCUSIP 552953101
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailablePERRIGO CO PLCCUSIP G97822103
Unclassified$0.00B
0.0%
New
WDAYWORKDAY INC-CLASS ACUSIP 98138H101
Information Technology$0.00B
0.0%
New
AAMIACADIAN ASSET MANAGEMENT INCCUSIP 10948W103
Financials$0.00B
0.0%
New
Ticker unavailableAXALTA COATING SYS LTDCUSIP G0750C108
Unclassified$0.00B
0.0%
New
Ticker unavailableGARMIN LTDCUSIP H2906T109
Unclassified$0.00B
0.0%
New
DXCDXC TECHNOLOGY COCUSIP 23355L106
Information Technology$0.00B
0.0%
New
ANIPANI PHARMACEUTICALS INCCUSIP 00182C103
Health Care$0.00B
0.0%
New
WBSWEBSTER FINANCIAL CORPCUSIP 947890109
Financials$0.00B
0.0%
New
GAPGAP INC/THECUSIP 364760108
Consumer Discretionary$0.00B
0.0%
New
HN9HANESBRANDS INCCUSIP 410345102
Unclassified$0.00B
0.0%
New
CROXCROCS INCCUSIP 227046109
Consumer Discretionary$0.00B
0.0%
New
CAKECHEESECAKE FACTORY INC/THECUSIP 163072101
Consumer Discretionary$0.00B
0.0%
New
KLACKLA CORPCUSIP 482480100
Industrials$0.00B
0.0%
New
SKYWSKYWEST INCCUSIP 830879102
Industrials$0.00B
0.0%
New
Ticker unavailableSIRIUSPOINT LTDCUSIP G8192H106
Unclassified$0.00B
0.0%
New
NVONOVO-NORDISK A/S-SPONS ADRCUSIP 670100205
Health Care$0.00B
0.0%
New
SUSUNCOR ENERGY INCCUSIP 867224107
Energy$0.00B
0.0%
New
NWGNATWEST GROUP PLC -SPON ADRCUSIP 639057207
Financials$0.00B
0.0%
New
CRBUCARIBOU BIOSCIENCES INCCUSIP 142038108
Health Care$0.00B
0.0%
New
TEVATEVA PHARMACEUTICAL-SP ADRCUSIP 881624209
Health Care$0.00B
0.0%
New
07WAMR COOPER GROUP INCCUSIP 62482R107
Unclassified$0.00B
0.0%
New
AMATAPPLIED MATERIALS INCCUSIP 038222105
Information Technology$0.00B
0.0%
New
THCTENET HEALTHCARE CORPCUSIP 88033G407
Health Care$0.00B
0.0%
New
TEAMATLASSIAN CORP-CL ACUSIP 049468101
Information Technology$0.00B
0.0%
New
ALLYALLY FINANCIAL INCCUSIP 02005N100
Financials$0.00B
0.0%
New
GMGENERAL MOTORS COCUSIP 37045V100
Consumer Discretionary$0.00B
0.0%
New
IFFINTL FLAVORS & FRAGRANCESCUSIP 459506101
Materials$0.00B
0.0%
New
EXPEEXPEDIA GROUP INCCUSIP 30212P303
Industrials$0.00B
0.0%
New
PLAYDAVE & BUSTER'S ENTERTAINMENCUSIP 238337109
Consumer Discretionary$0.00B
0.0%
New
MATXMATSON INCCUSIP 57686G105
Industrials$0.00B
0.0%
New
Consumer Discretionary$0.00B
0.0%
New
ARCH1USDARCH RESOURCES INCCUSIP 03940R107
Unclassified$0.00B
0.0%
New
TGNATEGNA INCCUSIP 87901J105
Unclassified$0.00B
0.0%
New
GRPNGROUPON INCCUSIP 399473206
Consumer Discretionary$0.00B
0.0%
New
CLFCLEVELAND-CLIFFS INCCUSIP 185899101
Materials$0.00B
0.0%
New
BCBRUNSWICK CORPCUSIP 117043109
Industrials$0.00B
0.0%
New
GPCGENUINE PARTS COCUSIP 372460105
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailableEATON CORP PLCCUSIP G29183103
Unclassified$0.00B
0.0%
New
Ticker unavailableSPOTIFY TECHNOLOGY S ACUSIP L8681T102
Unclassified$0.00B
0.0%
New
BBWBUILD-A-BEAR WORKSHOP INCCUSIP 120076104
Consumer Discretionary$0.00B
0.0%
New
DBXDROPBOX INC-CLASS ACUSIP 26210C104
Information Technology$0.00B
0.0%
New
PYPLPAYPAL HOLDINGS INCCUSIP 70450Y103
Financials$0.00B
0.0%
New
FDXFEDEX CORPCUSIP 31428X106
Industrials$0.00B
0.0%
New
LYFTLYFT INC-ACUSIP 55087P104
Consumer Discretionary$0.00B
0.0%
New
CHGGCHEGG INCCUSIP 163092109
Consumer Discretionary$0.00B
0.0%
New
JBLUJETBLUE AIRWAYS CORPCUSIP 477143101
Industrials$0.00B
0.0%
New
Ticker unavailableACCENTURE PLC IRELANDCUSIP G1151C101
Unclassified$0.00B
0.0%
New
GOLFACUSHNET HOLDINGS CORPCUSIP 005098108
Consumer Discretionary$0.00B
0.0%
New
XYZBLOCK INCCUSIP 852234103
Information Technology$0.00B
0.0%
New
PDDPDD HOLDINGS INCCUSIP 722304102
Consumer Discretionary$0.00B
0.0%
New
PDCOEURPATTERSON COS INCCUSIP 703395103
Unclassified$0.00B
0.0%
New
DENNDENNY'S CORPCUSIP 24869P104
Unclassified$0.00B
0.0%
New
STTSTATE STREET CORPCUSIP 857477103
Financials$0.00B
0.0%
New
CASYCASEY'S GENERAL STORES INCCUSIP 147528103
Consumer Discretionary$0.00B
0.0%
New
AFRMAFFIRM HOLDINGS INCCUSIP 00827B106
Financials$0.00B
0.0%
New
Consumer Discretionary$0.00B
0.0%
New
KTBKONTOOR BRANDS INCCUSIP 50050N103
Consumer Discretionary$0.00B
0.0%
New
HSYHERSHEY CO/THECUSIP 427866108
Consumer Staples$0.00B
0.0%
New
NOWSERVICENOW INCCUSIP 81762P102
Information Technology$0.00B
0.0%
New
ADBEADOBE INCCUSIP 00724F101
Information Technology$0.00B
0.0%
New
CITHE CIGNA GROUPCUSIP 125523100
Health Care$0.00B
0.0%
New
SMCIUSDSUPER MICRO COMPUTER INCCUSIP 86800U104
Unclassified$0.00B
0.0%
New
SLGSL GREEN REALTY CORPCUSIP 78440X887
Real Estate$0.00B
0.0%
New
TDOCTELADOC HEALTH INCCUSIP 87918A105
Health Care$0.00B
0.0%
New
ZSZSCALER INCCUSIP 98980G102
Information Technology$0.00B
0.0%
New
STEPSTEPSTONE GROUP INC-CLASS ACUSIP 85914M107
Financials$0.00B
0.0%
New
NFLXNETFLIX INCCUSIP 64110L106
Communication Services$0.00B
0.0%
New
Ticker unavailableCAREMAX INCCUSIP 14171W202
Unclassified$0.00B
0.0%
New
SYMSYMBOTIC INCCUSIP 87151X101
Industrials$0.00B
0.0%
New
BXBLACKSTONE INCCUSIP 09260D107
Financials$0.00B
0.0%
New
CHHCHOICE HOTELS INTL INCCUSIP 169905106
Consumer Discretionary$0.00B
0.0%
New
SWKSSKYWORKS SOLUTIONS INCCUSIP 83088M102
Information Technology$0.00B
0.0%
New
Consumer Staples$0.00B
0.0%
New
AAPADVANCE AUTO PARTS INCCUSIP 00751Y106
Consumer Discretionary$0.00B
0.0%
New
RSGREPUBLIC SERVICES INCCUSIP 760759100
Utilities$0.00B
0.0%
New
SNBRQSLEEP NUMBER CORPCUSIP 83125X103
Consumer Discretionary$0.00B
0.0%
New
Ticker unavailableGLOBAL TECHNOLGY ACQSTN CORPCUSIP G3934N115
Unclassified$0.00B
0.0%
New
Lee Ainslie · Q2 2024 | Solvnode