AlphaGrep UK Ltd

Holdings as of 2026-03-31, filed 2026-08-13

This is history, not a current position. These holdings describe 2026-03-31, and the report became public 135 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
759
Value reported by manager
$345.6M
Sum of our stored positions
$345.6M
should match the line above
Disclosure lag
135 d
quarter end to filing
Top 5 concentration
7.4%
of the positions shown
New positions
287
vs previous quarter
Exited
200
vs previous quarter
Option positions
4
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$3.1M12,259037833100
NVIDIA CORPORATIONCOM$2.9M16,65967066G104
META PLATFORMS INCCL A$2.1M3,63030303M102
AMAZON COM INCCOM$2M9,621023135106
MICROSOFT CORPCOM$1.8M4,982594918104
FISERV INCCOM$1.7M29,586337738108
BROADCOM INCCOM$1.6M5,32111135F101
CARDINAL HEALTH INCCOM$1.6M7,64914149Y108
HONEYWELL INTL INCCOM$1.6M6,975438516106
QUALCOMM INCCOM$1.5M11,312747525103
AMERICAN TOWER CORPCOM$1.4M7,87603027X100
JPMORGAN CHASE & COCOM$1.3M4,29146625H100
S&P GLOBAL INCCOM$1.2M2,88478409V104
VISTRA CORPCOM$1.2M7,65892840M102
NORTHERN TR CORPCOM$1.1M7,935665859104
NEWMONT CORPCOM$1.1M9,850651639106
HECLA MINING COMPANYCOM$1.1M57,057422704106
PROLOGIS INC.COM$1.1M8,03274340W103
WORKDAY INCCL A$1.1M8,15398138H101
TRAVELERS COMPANIES INCCOM$1.1M3,63089417E109
WARNER BROS DISCOVERY INCCOM SER A$1.1M38,387934423104
3M COCOM$1M7,12988579Y101
XYLEM INCCOM$1M8,58898419M100
TRANSDIGM GROUP INCCOM$1M884893641100
OTIS WORLDWIDE CORPCOM$1M13,25068902V107
QNITY ELECTRONICS INCCOMMON STOCK$997.9K8,64974743L100
COMFORT SYS USA INCCOM$991.5K719199908104
LEIDOS HOLDINGS INCCOM$989.6K6,363525327102
TESLA INCCOM$971.8K2,61488160R101
VICI PPTYS INCCOM$951.3K34,821925652109
HANOVER INS GROUP INCCOM$939.2K5,418410867105
GENERAL MTRS COCOM$931.4K12,50237045V100
BANK OF AMER CORPCOM$925.1K18,976060505104
EXTRA SPACE STORAGE INCCOM$915.4K6,98130225T102
OMEGA HEALTHCARE INVS INCCOM$909.4K20,753681936100
SOLSTICE ADVANCED MATLS INCCOM SHS$907.5K11,91683443Q103
LAS VEGAS SANDS CORPCOM$904.9K16,795517834107
ADOBE INCCOM$898.4K3,69600724F101
PROGRESSIVE CORPCOM$895.5K4,517743315103
ALLSTATE CORPCOM$889.3K4,289020002101
REINSURANCE GROUP AMER INCCOM NEW$886.7K4,343759351604
ROIVANT SCIENCES LTDSHS$882.8K31,871G76279101
RALPH LAUREN CORPCL A$879.2K2,556751212101
ZOETIS INCCL A$878.5K7,43298978V103
BOOKING HOLDINGS INCCOM$871.5K20709857L108
WATTS WATER TECHNOLOGIES INCCL A$867.7K2,989942749102
UNITEDHEALTH GROUP INCCOM$858.3K3,17291324P102
SPIRE INCCOM$854.6K9,43984857L101
ROPER TECHNOLOGIES INCCOM$848.6K2,398776696106
AVIS BUDGET GROUP INCCOM$843.2K5,781053774105
TYSON FOODS INCCL A$843K13,158902494103
GENERAL DYNAMICS CORPCOM$841.2K2,451369550108
FEDEX CORPCOM$837K2,35031428X106
REGENCY CTRS CORPCOM$835.5K11,043758849103
SCHWAB CHARLES CORPCOM$821.9K8,745808513105
AGNC INVT CORPCOM$821.5K81,90400123Q104
AUTOZONE INCCOM$820.8K243053332102
NUTANIX INCCL A$815.4K21,45367059N108
NEWMARKET CORPCOM$814.6K1,271651587107
GLOBALFOUNDRIES INCORDINARY SHARES$813K18,277G39387108
NUCOR CORPCOM$812.2K4,803670346105
TAKE-TWO INTERACTIVE SOFTWARCOM$807.6K4,089874054109
ROYAL GOLD INCCOM$807.2K3,172780287108
NRG ENERGY INCCOM NEW$806.8K5,521629377508
FORMFACTOR INCCOM$806.2K8,312346375108
AGILENT TECHNOLOGIES INCCOM$806.1K7,07200846U101
AES CORPCOM$805.7K57,18500130H105
OREILLY AUTOMOTIVE INCCOM$802.8K8,69767103H107
LENNAR CORPCL A$802.1K9,237526057104
INGERSOLL RAND INCCOM$801K9,99745687V106
CASEYS GEN STORES INCCOM$799.2K1,098147528103
GE AEROSPACECOM NEW$796.8K2,808369604301
PARKER-HANNIFIN CORPCOM$795.9K889701094104
DOLLAR TREE INCCOM$795.5K7,264256746108
ASBURY AUTOMOTIVE GROUP INCCOM$792.2K4,054043436104
QUANTA SVCS INCCOM$789.5K1,43874762E102
ABBOTT LABORATORIESCOM$789K7,685002824100
NETFLIX INC.COM$784.6K8,16064110L106
AMERICAN INTL GROUP INCCOM NEW$780.8K10,376026874784
CBRE GROUP INCCL A$778.6K5,74812504L109
INCYTE CORPCOM$776.9K8,25445337C102
PACKAGING CORP AMERCOM$770.6K3,631695156109
STELLANTIS N.VSHS$770.4K108,660N82405106
INTERPARFUMS INCCOM$769.7K8,473458334109
AIR LEASE CORPCL A$767.5K11,81900912X302
CROWN CASTLE INCCOM$766.4K9,42622822V101
PUBLIC STORAGECOM$765.5K2,82674460D109
HERSHEY COCOM$763.4K3,672427866108
STAG INDUSTRIAL INCCOM$760.3K21,08385254J102
TAYLOR MORRISON HOME CORPCOM$752.5K12,92087724P106
TERADYNE INCCOM$749.7K2,529880770102
RENAISSANCERE HLDGS LTDCOM$747.2K2,514G7496G103
SOUTHWEST GAS HLDGS INCCOM$747.2K8,598844895102
SBA COMMUNICATIONS CORPCL A$746.3K4,33678410G104
LOCKHEED MARTIN CORPCOM$742.8K1,229539830109
AMERIPRISE FINL INCCOM$736.4K1,65703076C106
MATTEL INCCOM$735.7K50,630577081102
HERC HLDGS INCCOM$734K7,37342704L104
BOSTON SCIENTIFIC CORPCOM$731.7K11,661101137107
UNITED RENTALS INCCOM$730K1,002911363109
THE CIGNA GROUPCOM$726.1K2,722125523100
WELLS FARGO & COCOM$722K9,069949746101
MOLINA HEALTHCARE INCCOM$719.7K5,39960855R100
DELL TECHNOLOGIES INCCL C$719.5K4,38424703L202
CUMMINS INCCOM$711.3K1,322231021106
AMKOR TECHNOLOGY INCCOM$700.2K15,549031652100
CHART INDS INCCOM$699.4K3,38316115Q308
GODADDY INCCL A$695.8K8,416380237107
T-MOBILE US INCCOM$695.4K3,311872590104
UBER TECHNOLOGIES INCCOM$691.2K9,60990353T100
LYFT INCCL A COM$680.9K51,19855087P104
HUNT J B TRANS SVCS INCCOM$677.9K3,199445658107
GOLDMAN SACHS GROUP INCCOM$676.8K800Put38141G104
GOLDMAN SACHS GROUP INCCOM$676.8K800Call38141G104
HP INCCOM$673.7K35,07140434L105
PULTE GROUP INCCOM$668.7K5,686745867101
AVANTOR INCCOM$666.6K85,02505352A100
VERALTO CORPCOM SHS$665.9K7,53192338C103
SCHEIN HENRY INCCOM$665.7K9,033806407102
CITIGROUP INCCOM NEW$662.3K5,840172967424
SERVICENOW INCCOM$658K6,29481762P102
INTEL CORPCOM$657.7K14,904458140100
ELECTRONIC ARTS INCCOM$656.7K3,221285512109
GE VERNOVA INCCOM$655.5K75136828A101
MEDPACE HLDGS INCCOM$654K1,36258506Q109
METLIFE INCCOM$653.9K9,24759156R108
RLI CORPCOM$650.5K11,405749607107
VALERO ENERGY CORPCOM$649.3K2,62891913Y100
CAMDEN PPTY TRSH BEN INT$643.3K6,587133131102
VERISIGN INCCOM$642.8K2,58892343E102
ITT INCCOM$642.7K3,37345073V108
PAYCOM SOFTWARE INCCOM$640.3K5,26870432V102
HARTFORD INSURANCE GROUP INCCOM$639.2K4,727416515104
ALPHABET INCCAP STK CL C$638.6K2,22602079K107
EMCOR GROUP INCCOM$637.2K86329084Q100
EQUITABLE HLDGS INCCOM$636.4K17,15029452E101
AT&T INCCOM$636K21,93700206R102
AUTOMATIC DATA PROCESSING INCOM$633.3K3,117053015103
SALESFORCE INCCOM$628.5K3,36779466L302
DANAHER CORP DELCOM$626.8K3,306235851102
PAYLOCITY HLDG CORPCOM$626.4K5,79870438V106
SPX TECHNOLOGIES INCCOM$625.2K3,12778473E103
PERFORMANCE FOOD GROUP COCOM$624.2K7,28771377A103
SUNCOR ENERGY INC NEWCOM$622.9K9,422867224107
PHILLIPS 66COM$622K3,414718546104
BLOOM ENERGY CORPCOM CL A$621.9K4,590093712107
GILEAD SCIENCES INCCOM$620.9K4,455375558103
BLACKBAUD INCCOM$619.8K16,05409227Q100
CRH PLCORD$619.2K5,890G25508105
L3HARRIS TECHNOLOGIES INCCOM$618.5K1,792502431109
MILLROSE PPTYS INCCOM CL A$615.3K21,974601137102
WESTERN ALLIANCE BANCORPCOM$611.9K8,636957638109
ANALOG DEVICES INCCOM$611.8K1,923032654105
WESCO INTL INCCOM$610.2K2,23095082P105
HUBBELL INCCOM$609.5K1,242443510607
BXP INCCOM$604.2K11,642101121101
WELLTOWER INCCOM$603.6K3,05395040Q104
CONCENTRIX CORPCOM$603.3K22,05120602D101
MOLSON COORS BEVERAGE COCL B$603.1K14,00660871R209
SMUCKER J M COCOM NEW$602.3K6,245832696405
PAYPAL HLDGS INCCOM$601.1K13,28970450Y103
BROADSTONE NET LEASE INCCOM$596.7K32,66211135E203
WAYFAIR INCCL A$593.7K7,89494419L101
EXLSERVICE HLDGS INCCOM$593.4K19,489302081104
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$592.3K1,512G7997R103
PALANTIR TECHNOLOGIES INCCL A$592K4,04769608A108
AECOMCOM$590.8K6,96500766T100
KRAFT HEINZ COCOM$587.2K26,109500754106
HCA HEALTHCARE INCCOM$586.3K1,23940412C101
MORGAN STANLEYCOM NEW$585K3,555617446448
RESMED INCCOM$584.3K2,603761152107
COLGATE PALMOLIVE COCOM$583.4K6,845194162103
CAPITAL ONE FINL CORPCOM$582.7K3,19414040H105
GATX CORPCOM$582.1K3,409361448103
SYSCO CORPCOM$581.4K8,151871829107
REALTY INCOME CORPCOM$578.8K9,460756109104
UNIVERSAL HLTH SVCS INCCL B$578.6K3,233913903100
ELEVANCE HEALTH INC FORMERLYCOM$577.9K1,974036752103
STARWOOD PPTY TR INCCOM$577.5K33,53785571B105
MOTOROLA SOLUTIONS INCCOM NEW$576.7K1,329620076307
PATTERSON-UTI ENERGY INCCOM$575.5K53,135703481101
URBAN OUTFITTERS INCCOM$568.7K8,977917047102
STANLEY BLACK & DECKER INCCOM$568.3K7,997854502101
PACCAR INCCOM$567.8K4,916693718108
LENNOX INTL INCCOM$567.2K1,222526107107
CATERPILLAR INCCOM$566.8K800Put149123101
CATERPILLAR INCCOM$566.8K800Call149123101
NNN REIT INCCOM$566.6K13,480637417106
LITHIA MTRS INCCOM$565.4K2,264536797103
FRANCO NEV CORPCOM$565.3K2,288351858105
MCKESSON CORPCOM$565.1K65358155Q103
PINTEREST INCCL A$564.2K30,76372352L106
LITTELFUSE INCCOM$563.3K1,660537008104
NEUROCRINE BIOSCIENCES INCCOM$560.2K4,25264125C109
COMMVAULT SYS INCCOM$560K7,189204166102
APPFOLIO INCCOM CL A$558.8K3,54103783C100
UDR INCCOM$558K16,518902653104
VIATRIS INCCOM$556.5K41,19192556V106
THERMO FISHER SCIENTIFIC INCCOM$556.4K1,132883556102
DEVON ENERGY CORP NEWCOM$556.2K11,05425179M103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13