Invesco Ltd.

ATLANTA, GA · CIK 914208 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityINVESCO LTD. (BM)

Other 13F filers in this group: Invesco Advisers, Inc. files a notice, Invesco Asset Management Ltd files a notice, Invesco Asset Management Singapore Ltd. files a notice, Invesco Canada Ltd. files a notice, Invesco Capital Management LLC files a notice, Invesco Investment Advisers LLC files a notice, Invesco Managed Accounts, LLC files a notice, Invesco Management S.A. files a notice, INVESCO SENIOR SECURED MANAGEMENT INC /ADV last filed Q4 2025, Invesco Asset Management Deutschland GmbH last filed Q2 2025

$1.3tn reported value +23.5% vs Q1 2026

3,812positions

29.3%in top 10

249 new 1,805 added 1,709 reduced 169 sold out vs Q1 2026

Options: 7 call positions ($55.6m notional), 0 put positions (— notional) – listed below, not included above.

This report includes the holdings of 14 other managers that share the investment decisions:

Invesco Advisers, Inc. – reports through this filing
Invesco Asset Management (Japan) Ltd – reports through this filing
Invesco Asset Management Ltd – reports through this filing
Invesco Asset Management Singapore Ltd. – reports through this filing
Invesco Australia Ltd – reports through this filing
Invesco Canada Ltd. – reports through this filing
Invesco Capital Management LLC – reports through this filing
Invesco Hong Kong Ltd – reports through this filing

6 more

Invesco Investment Advisers LLC – reports through this filing
Invesco Managed Accounts, LLC – reports through this filing
Invesco Management S.A. – reports through this filing
Invesco Taiwan Ltd – reports through this filing
Invesco Trust Co – reports through this filing
Invesco Investments (Bermuda) Ltd – no 13F of its own this quarter

Also in the report of:

Atlas Legacy Advisors, LLC – $30.0m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	329,593,488	$65.9bn5.22%	5.22%	Added +2.1m	+2,096,392 0.6%
2	APPLE INC COM AAPL	AAPL	187,965,529	$54.4bn4.30%	4.30%	Added +3.5m	+3,463,897 1.9%
3	MICRON TECHNOLOGY INC COM MU	MU	36,315,240	$41.9bn3.32%	3.32%	Added +632.8k	+632,801 1.8%
4	MICROSOFT CORP COM MSFT	MSFT	100,247,890	$37.4bn2.96%	2.96%	Added +1.5m	+1,500,606 1.5%
5	AMAZON COM INC COM AMZN	AMZN	143,818,328	$34.3bn2.71%	2.71%	Added +5.1m	+5,064,810 3.6%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	91,277,658	$32.6bn2.58%	2.58%	Added +1.2m	+1,173,245 1.3%
7	ADVANCED MICRO DEVICES INC COM AMD	AMD	53,171,203	$30.9bn2.44%	2.44%	Added +2.7m	+2,728,005 5.4%
8	BROADCOM INC COM AVGO	AVGO	69,184,330	$26.1bn2.07%	2.07%	Reduced -169.0k	-169,028 -0.2%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	66,090,301	$23.4bn1.85%	1.85%	Added +1.7m	+1,731,536 2.7%
10	TESLA INC COM TSLA	TSLA	55,464,442	$23.3bn1.85%	1.85%	Added +583.3k	+583,293 1.1%
11	LAM RESEARCH CORP COM NEW LRCX	LRCX	52,319,973	$22.7bn1.79%	1.79%	Added +1.9m	+1,855,654 3.7%
12	INTEL CORP COM INTC	INTC	157,902,890	$22.0bn1.74%	1.74%	Added +3.9m	+3,942,408 2.6%
13	META PLATFORMS INC CL A META	META	38,370,492	$21.6bn1.71%	1.71%	Added +345.3k	+345,296 0.9%
14	APPLIED MATLS INC COM AMAT	AMAT	28,265,844	$20.4bn1.62%	1.62%	Added +1.9m	+1,900,254 7.2%
15	WALMART INC COM WMT	WMT	148,459,333	$16.8bn1.33%	1.33%	Added +2.4m	+2,356,515 1.6%
16	CISCO SYS INC COM CSCO	CSCO	138,187,071	$16.2bn1.28%	1.28%	Reduced -1.5m	-1,494,677 -1.1%
17	KLA CORP COM NEW KLAC	KLAC	44,848,852	$13.5bn1.07%	1.07%	Added +721.1k	+721,082 1.6%
18	COSTCO WHSL CORP NEW COM COST	COST	13,989,137	$13.1bn1.04%	1.04%	Added +359.9k	+359,889 2.6%
19	SANDISK CORP COM SNDK	SNDK	5,610,346	$12.8bn1.01%	1.01%	Added +4.4m	+4,445,122 381.5%
20	TEXAS INSTRS INC COM TXN	TXN	37,777,410	$11.3bn0.89%	0.89%	Added +518.2k	+518,228 1.4%
21	NETFLIX INC COM NFLX	NFLX	135,419,167	$9.7bn0.76%	0.76%	Added +4.0m	+3,959,040 3.0%
22	WESTERN DIGITAL CORP COM WDC	WDC	14,435,741	$9.2bn0.73%	0.73%	Added +1.8m	+1,789,320 14.2%
23	MARVELL TECHNOLOGY INC COM MRVL	MRVL	30,285,653	$9.0bn0.71%	0.71%	Added +1.5m	+1,477,957 5.1%
24	PALO ALTO NETWORKS INC COM PANW	PANW	25,647,946	$8.7bn0.69%	0.69%	Added +1.7m	+1,719,523 7.2%
25	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	70,438,517	$8.2bn0.65%	0.65%	Added +1.5m	+1,463,481 2.1%
26	LINDE PLC SHS LIN	LIN	15,321,341	$8.0bn0.63%	0.63%	Added +322.0k	+322,021 2.1%
27	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	7,536,880	$7.3bn0.58%	0.58%	Added +360.2k	+360,182 5.0%
28	ANALOG DEVICES INC COM ADI	ADI	17,014,597	$6.8bn0.53%	0.53%	Added +201.9k	+201,880 1.2%
29	QUALCOMM INC COM QCOM	QCOM	36,101,702	$6.7bn0.53%	0.53%	Added +856.4k	+856,366 2.4%
30	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	8,392,874	$6.4bn0.51%	0.51%	Added +735.4k	+735,444 9.6%
31	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,140,208	$6.2bn0.49%	0.49%	Added +170.5k	+170,529 5.7%
32	AMGEN INC COM AMGN	AMGN	16,320,446	$5.9bn0.47%	0.47%	Added +434.9k	+434,940 2.7%
33	PEPSICO INC COM PEP	PEP	43,113,398	$5.8bn0.46%	0.46%	Added +2.4m	+2,369,921 5.8%
34	APPLOVIN CORP COM CL A APP	APP	10,975,993	$5.7bn0.45%	0.45%	Added +386.6k	+386,558 3.6%
35	T-MOBILE US INC COM TMUS	TMUS	31,883,463	$5.3bn0.42%	0.42%	Added +646.0k	+645,990 2.1%
36	GILEAD SCIENCES INC COM GILD	GILD	39,819,151	$5.0bn0.40%	0.40%	Reduced -1.8m	-1,761,672 -4.2%
37	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	11,843,563	$4.7bn0.37%	0.37%	Added +653.1k	+653,078 5.8%
38	BOOKING HOLDINGS INC COM BKNG	BKNG	25,735,059	$4.6bn0.36%	0.36%	Added +278.4k	+278,409 1.1%
39	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	12,816,588	$4.5bn0.36%	0.36%	Added +6.9m	+6,933,463 117.8%
40	ELI LILLY & CO COM LLY	LLY	3,694,152	$4.4bn0.35%	0.35%	Added +239.6k	+239,567 6.9%
41	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	36,570,929	$4.2bn0.33%	0.33%	Added +191.7k	+191,668 0.5%
42	JPMORGAN CHASE & CO COM JPM	JPM	12,502,439	$4.1bn0.32%	0.32%	Added +154.2k	+154,178 1.2%
43	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	8,043,052	$4.0bn0.32%	0.32%	Added +150.4k	+150,441 1.9%
44	JOHNSON & JOHNSON COM JNJ	JNJ	15,674,093	$4.0bn0.31%	0.31%	Added +627.2k	+627,188 4.2%
45	STARBUCKS CORP COM SBUX	SBUX	38,497,546	$3.9bn0.31%	0.31%	Added +330.3k	+330,305 0.9%
46	FORTINET INC COM FTNT	FTNT	24,621,016	$3.8bn0.30%	0.30%	Reduced -913.5k	-913,516 -3.6%
47	MARRIOTT INTL INC NEW CL A MAR	MAR	9,636,938	$3.6bn0.28%	0.28%	Reduced -198.0k	-197,990 -2.0%
48	CATERPILLAR INC COM CAT	CAT	3,284,093	$3.5bn0.28%	0.28%	Reduced -565.5k	-565,507 -14.7%
49	DATADOG INC CL A COM DDOG	DDOG	13,226,437	$3.4bn0.27%	0.27%	Added +1.6m	+1,592,574 13.7%
50	VISA INC COM CL A V	V	9,958,366	$3.4bn0.27%	0.27%	Added +505.8k	+505,799 5.3%
51	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	8,980,518	$3.4bn0.27%	0.27%	Added +163.9k	+163,883 1.9%
52	BANK AMERICA CORP COM BAC	BAC	58,326,004	$3.3bn0.26%	0.26%	Reduced -2.6m	-2,567,015 -4.2%
53	MONOLITHIC PWR SYS INC COM MPWR	MPWR	2,343,930	$3.2bn0.26%	0.26%	Reduced -172.1k	-172,057 -6.8%
54	TERADYNE INC COM TER	TER	6,683,098	$3.2bn0.26%	0.26%	Added +4.2m	+4,162,514 165.1%
55	MONSTER BEVERAGE CORP NEW COM MNST	MNST	32,685,479	$3.1bn0.25%	0.25%	Reduced -1.2m	-1,160,283 -3.4%
56	GE AEROSPACE COM NEW GE	GE	8,363,097	$3.1bn0.25%	0.25%	Reduced -867.6k	-867,614 -9.4%
57	NXP SEMICONDUCTORS N V COM NXPI	NXPI	10,956,770	$3.1bn0.24%	0.24%	Reduced -145.4k	-145,383 -1.3%
58	COMCAST CORP NEW CL A CMCSA	CMCSA	125,126,243	$3.1bn0.24%	0.24%	Added +5.3m	+5,324,337 4.4%
59	GE VERNOVA INC COM GEV	GEV	2,611,700	$3.1bn0.24%	0.24%	Added +549.9k	+549,901 26.7%
60	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	13,562,578	$3.0bn0.24%	0.24%	Added +902.2k	+902,206 7.1%
61	ADOBE INC COM ADBE	ADBE	14,654,959	$3.0bn0.24%	0.24%	Added +528.1k	+528,125 3.7%
62	MASTERCARD INCORPORATED CL A MA	MA	5,785,227	$3.0bn0.24%	0.24%	Added +499.3k	+499,259 9.4%
63	COHERENT CORP COM COHR	COHR	7,431,643	$2.9bn0.23%	0.23%	Added +720.3k	+720,311 10.7%
64	PHILIP MORRIS INTL INC COM PM	PM	16,080,112	$2.9bn0.23%	0.23%	Added +21.5k	+21,503 0.1%
65	UNITEDHEALTH GROUP INC COM UNH	UNH	6,858,984	$2.9bn0.23%	0.23%	Added +542.5k	+542,522 8.6%
66	HONEYWELL AEROSPACE INC COM HONA	HONA	12,884,435	$2.8bn0.23%	0.23%	New
67	WELLS FARGO CO NEW COM WFC	WFC	34,318,308	$2.8bn0.22%	0.22%	Added +2.0m	+2,033,941 6.3%
68	CSX CORP COM CSX	CSX	58,361,617	$2.8bn0.22%	0.22%	Reduced -109.5k	-109,538 -0.2%
69	CONSTELLATION ENERGY CORP COM CEG	CEG	11,109,902	$2.8bn0.22%	0.22%	Reduced -107.2k	-107,192 -1.0%
70	LUMENTUM HLDGS INC COM LITE	LITE	3,176,260	$2.7bn0.22%	0.22%	Added +2.0m	+1,999,867 170.0%
71	SYNOPSYS INC COM SNPS	SNPS	6,028,804	$2.7bn0.21%	0.21%	Added +116.5k	+116,499 2.0%
72	AMERICAN ELEC PWR CO INC COM AEP	AEP	19,527,874	$2.7bn0.21%	0.21%	Added +474.6k	+474,577 2.5%
73	MONDELEZ INTL INC CL A MDLZ	MDLZ	45,649,259	$2.6bn0.21%	0.21%	Reduced -257.4k	-257,412 -0.6%
74	ROSS STORES INC COM ROST	ROST	12,316,939	$2.6bn0.21%	0.21%	Added +183.3k	+183,279 1.5%
75	EXXON MOBIL CORP COM XOM	XOM	18,883,837	$2.6bn0.20%	0.20%	Reduced -9.7k	-9,738 -0.1%
76	JOHNSON CTLS INTL PLC SHS JCI	JCI	17,555,383	$2.6bn0.20%	0.20%	Added +452.7k	+452,730 2.6%
77	GOLDMAN SACHS GROUP INC COM GS	GS	2,508,431	$2.5bn0.20%	0.20%	Reduced -125.1k	-125,055 -4.8%
78	HONEYWELL INTL INC COM HON	HON	11,249,305	$2.5bn0.20%	0.20%	New
79	CHEVRON CORP NEW COM CVX	CVX	15,185,328	$2.5bn0.20%	0.20%	Reduced -472.0k	-472,048 -3.0%
80	MERCADOLIBRE INC COM MELI	MELI	1,469,899	$2.5bn0.20%	0.20%	Added +5.3k	+5,301 0.4%
81	INTUIT COM INTU	INTU	9,526,564	$2.5bn0.20%	0.20%	Reduced -812.5k	-812,466 -7.9%
82	COCA-COLA EUROPACIFIC PARTNE SHS CCEP	CCEP	24,647,198	$2.5bn0.20%	0.20%	Reduced -254.4k	-254,399 -1.0%
83	REGENERON PHARMACEUTICALS COM REGN	REGN	3,940,665	$2.5bn0.19%	0.19%	Added +35.6k	+35,556 0.9%
84	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	26,613,289	$2.5bn0.19%	0.19%	Added +326.8k	+326,794 1.2%
85	DOORDASH INC CL A DASH	DASH	13,058,612	$2.4bn0.19%	0.19%	Added +397.3k	+397,323 3.1%
86	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,806,945	$2.4bn0.19%	0.19%	Reduced -88.2k	-88,200 -1.8%
87	MERCK & CO INC COM MRK	MRK	18,611,171	$2.4bn0.19%	0.19%	Reduced -3.2m	-3,243,930 -14.8%
88	ASTERA LABS INC COM ALAB	ALAB	4,910,555	$2.4bn0.19%	0.19%	Added +4.5m	+4,540,375 1226.5%
89	AIRBNB INC COM CL A ABNB	ABNB	16,173,900	$2.3bn0.18%	0.18%	Added +1.3m	+1,276,208 8.6%
90	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	25,329,931	$2.3bn0.18%	0.18%	Reduced -433.8k	-433,800 -1.7%
91	CINTAS CORP COM CTAS	CTAS	13,578,341	$2.3bn0.18%	0.18%	Added +591.1k	+591,092 4.5%
92	CITIGROUP INC COM NEW C	C	15,338,400	$2.1bn0.17%	0.17%	Reduced -967.6k	-967,617 -5.9%
93	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	80,086,951	$2.1bn0.17%	0.17%	Added +2.5m	+2,487,790 3.2%
94	RTX CORPORATION COM RTX	RTX	11,230,174	$2.1bn0.17%	0.17%	Added +2.0m	+1,958,364 21.1%
95	CVS HEALTH CORP COM CVS	CVS	20,595,431	$2.1bn0.17%	0.17%	Reduced -4.5m	-4,543,515 -18.1%
96	PACCAR INC COM PCAR	PCAR	17,498,893	$2.1bn0.17%	0.17%	Reduced -71.0k	-71,012 -0.4%
97	MKS INC. COM MKSI	MKSI	4,661,664	$2.1bn0.16%	0.16%	Added +940.2k	+940,205 25.3%
98	DIAMONDBACK ENERGY INC COM FANG	FANG	11,180,445	$2.0bn0.16%	0.16%	Added +662.7k	+662,694 6.3%
99	PARKER-HANNIFIN CORP COM PH	PH	2,006,884	$2.0bn0.16%	0.16%	Reduced -346.0k	-346,006 -14.7%
100	BAKER HUGHES COMPANY CL A BKR	BKR	35,339,082	$2.0bn0.16%	0.16%	Reduced -85.7k	-85,711 -0.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		10,560,016	$4.8bn10.6m shares
THOMSON REUTERS CORP		11,857,056	$1.1bn11.9m shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,975,051	$546.2m4.0m shares
COTERRA ENERGY INC CTRA	CTRA	11,221,067	$394.3m11.2m shares
CARNIVAL CORP		14,204,753	$367.6m14.2m shares
HOLOGIC INC HOLX	HOLX	3,164,586	$239.2m3.2m shares
SEALED AIR CORP NEW		4,881,096	$205.3m4.9m shares
SPDR SER TR XOP	XOP	1,099,595	$199.9m1.1m shares
ASCENDIS PHARMA A/S		362,109	$82.8m362.1k shares
JAZZ INVESTMENTS I LTD JAZZ 2 06.15.26	JAZZ 2 06.15.26	41,005,000	$49.7m41.0m shares
CSG SYS INTL INC CSGS 3.875 09.15.28	CSGS 3.875 09.15.28	39,560,000	$48.1m39.6m shares
CAMTEK LTD CAMT	CAMT	229,577	$34.8m229.6k shares
CSG SYS INTL INC		330,329	$26.4m330.3k shares
AIR LEASE CORP AL	AL	388,084	$25.2m388.1k shares
BITFARMS LTD BITF	BITF	12,025,051	$23.4m12.0m shares
CABLE ONE INC CABO 1.125 03.15.28	CABO 1.125 03.15.28	30,686,000	$23.1m30.7m shares
TRI POINTE HOMES INC TPH	TPH	404,930	$18.9m404.9k shares
JANUS HENDERSON GROUP PLC		348,600	$17.9m348.6k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	437,868	$17.6m437.9k shares
TERNS PHARMACEUTICALS INC		304,487	$16.1m304.5k shares
SELECT MED HLDGS CORP SEM	SEM	934,413	$15.2m934.4k shares
ENVIRI CORP		760,309	$14.9m760.3k shares
THERMON GROUP HLDGS INC		294,827	$14.9m294.8k shares
CLEARWAY ENERGY INC		350,132	$13.7m350.1k shares
LUMEXA IMAGING HOLDINGS INC LMRI	LMRI	1,440,542	$12.4m1.4m shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
WESTERN DIGITAL CORP WDC · Call	WDC	Call	20,000	$12.8m20.0k shares	Reduced
LUMENTUM HLDGS INC LITE · Call	LITE	Call	12,800	$11.0m12.8k shares	Added
ALPHABET INC GOOG · Call	GOOG	Call	30,500	$10.8m30.5k shares	New
SEAGATE TECHNOLOGY HLDNGS PL STX · Call	STX	Call	9,400	$9.1m9.4k shares	Reduced
PALO ALTO NETWORKS INC PANW · Call	PANW	Call	17,500	$6.0m17.5k shares	Reduced
APPLIED DIGITAL CORP APLD · Call	APLD	Call	85,000	$3.2m85.0k shares	New
VIAVI SOLUTIONS INC VIAV · Call	VIAV	Call	59,000	$2.8m59.0k shares	Added

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on. The largest 25 of 56.

Company	Ticker	Stake	Change	Schedule	Last filed
INVESCO EXCH TRADED FD TR II GOVI · 13G · filed 2026-08-13	GOVI	31.0%≈ $384.9m	-3.0 pts	13G	2026-08-13
INVESCO ACTIVELY MANAGED EXC VRIG · 13G · filed 2026-05-06	VRIG	22.1%≈ $328.9m	-2.5 pts	13G	2026-05-06
INVESCO EXCH TRD SLF IDX FD OMFL · 13G · filed 2026-08-13	OMFL	21.9%≈ $1.0bn	-2.3 pts	13G	2026-08-13
INVESCO EXCH TRADED FD TR II IFLN · 13G · filed 2026-06-05	IFLN	20.6%≈ $66.0m	+18.6 pts	13G	2026-06-05
INVESCO EXCH TRADED FD TR II PXF · 13G · filed 2026-05-06	PXF	16.4%≈ $463.9m		13G	2026-05-06
GENESIS ENERGY L P GEL · 13G · filed 2025-05-09	GEL	15.4%≈ $266.4m		13G	2025-05-09
INVESCO EXCH TRADED FD TR II RWL · 13G · filed 2025-05-09	RWL	14.8%≈ $1.0bn	+2.1 pts	13G	2025-05-09
OPAL FUELS INC OPAL · 13G · filed 2026-08-13	OPAL	13.4%≈ $8.2m	+2.3 pts	13G	2026-08-13
AMENTUM HOLDINGS INC AMTM · 13G · filed 2026-05-07	AMTM	10.1%≈ $507.0m	+1.0 pts	13G	2026-05-07
PENGUIN SOLUTIONS INC PENG · 13G · filed 2026-08-13	PENG	9.0%≈ $346.1m	+1.4 pts	13G	2026-08-13
ICHOR HOLDINGS ICHR · 13G · filed 2026-08-13	ICHR	8.4%≈ $325.9m	+3.1 pts	13G	2026-08-13
USA COMPRESSION PARTNERS LP USAC · 13G · filed 2026-05-06	USAC	8.4%≈ $321.3m		13G	2026-05-06
ARKO PETE CORP APC · 13G · filed 2026-08-13	APC	8.0%≈ $19.0m	-1.0 pts	13G	2026-08-13
KODIAK GAS SVCS INC KGS · 13G · filed 2026-08-13	KGS	8.0%≈ $605.4m	-2.1 pts	13G	2026-08-13
INVESCO ACTIVELY MANAGED EXC ICLO · 13G · filed 2026-08-13	ICLO	7.8%≈ $39.3m	-1.1 pts	13G	2026-08-13
SUMMIT MIDSTREAM CORPORATION SMC · 13G · filed 2025-05-09	SMC	7.8%≈ $26.0m	+2.5 pts	13G	2025-05-09
ARCBEST CORP ARCB · 13G · filed 2026-08-13	ARCB	7.4%≈ $236.9m	new	13G	2026-08-13
ALLEGRO MICROSYSTEMS INC ALGM · 13G · filed 2026-08-13	ALGM	7.3%≈ $952.3m	new	13G	2026-08-13
ULTRA CLEAN HLDGS INC UCTT · 13G · filed 2026-08-13	UCTT	7.0%≈ $448.5m	+3.3 pts	13G	2026-08-13
ICON PLC ICLR · 13G · filed 2026-08-13	ICLR	6.9%≈ $914.5m	+1.8 pts	13G	2026-08-13
QXO INC QXO · 13G · filed 2026-08-13	QXO	6.7%≈ $833.8m	+1.7 pts	13G	2026-08-13
EAST WEST BANCORP INC EWBC · 13G · filed 2026-02-12	EWBC	6.7%≈ $1.2bn	-1.1 pts	13G	2026-02-12
KBR INC KBR · 13G · filed 2026-08-13	KBR	6.6%≈ $288.4m	+1.4 pts	13G	2026-08-13
TRACTOR SUPPLY CO TSCO · 13G · filed 2026-08-13	TSCO	6.6%≈ $1.1bn	new	13G	2026-08-13
WISDOMTREE INC WT · 13G · filed 2026-08-13	WT	6.6%≈ $172.5m	new	13G	2026-08-13