AlphaGrep UK Ltd

Holdings as of 2025-12-31, filed 2026-08-13

This is history, not a current position. These holdings describe 2025-12-31, and the report became public 225 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
657
Value reported by manager
$299.4M
Sum of our stored positions
$299.4M
should match the line above
Disclosure lag
225 d
quarter end to filing
Top 5 concentration
5.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$2.5M13,55767066G104
T-MOBILE US INCCOM$1.8M8,846872590104
LAS VEGAS SANDS CORPCOM$1.7M25,597517834107
APPLE INCCOM$1.7M6,118037833100
NETFLIX INC.COM$1.6M17,50764110L106
HONEYWELL INTL INCCOM$1.5M7,889438516106
MICROSOFT CORPCOM$1.5M3,138594918104
AMERICAN TOWER CORPCOM$1.5M8,48003027X100
GODADDY INCCL A$1.4M11,516380237107
MARATHON PETE CORPCOM$1.4M8,57756585A102
GE AEROSPACECOM NEW$1.4M4,453369604301
CARDINAL HEALTH INCCOM$1.3M6,35814149Y108
PALANTIR TECHNOLOGIES INCCL A$1.3M7,32269608A108
NRG ENERGY INCCOM NEW$1.3M8,010629377508
FISERV INCCOM$1.3M18,902337738108
NEWMONT CORPCOM$1.3M12,708651639106
INTERACTIVE BROKERS GROUP INCOM CL A$1.3M19,56545841N107
PROGRESSIVE CORPCOM$1.2M5,468743315103
AMERIPRISE FINL INCCOM$1.2M2,51303076C106
FEDEX CORPCOM$1.2M4,20531428X106
ZOETIS INCCL A$1.2M9,50998978V103
DAVITA INCCOM$1.2M10,27823918K108
MASTERCARD INCORPORATEDCL A$1.2M2,02757636Q104
BOSTON SCIENTIFIC CORPCOM$1.1M11,937101137107
UBER TECHNOLOGIES INCCOM$1.1M13,32290353T100
LOCKHEED MARTIN CORPCOM$1.1M2,215539830109
STRYKER CORPORATIONCOM$1M2,975863667101
WABTECCOM$1M4,852929740108
NASDAQ INCCOM$1M10,601631103108
VISTRA CORPCOM$1M6,37492840M102
COTY INCCOM CL A$1M331,402222070203
GE VERNOVA INCCOM$1M1,55636828A101
SPROUTS FMRS MKT INCCOM$1M12,68785208M102
META PLATFORMS INCCL A$1M1,52530303M102
CHEVRON CORPORATIONCOM$1M6,594166764100
MEDPACE HLDGS INCCOM$996.9K1,77558506Q109
VERISIGN INCCOM$960.4K3,95392343E102
MOTOROLA SOLUTIONS INCCOM NEW$959.1K2,502620076307
UNITEDHEALTH GROUP INCCOM$958K2,90291324P102
HARTFORD INSURANCE GROUP INCCOM$951.2K6,903416515104
AT&T INCCOM$918.6K36,97900206R102
TRAVELERS COMPANIES INCCOM$911.1K3,14189417E109
EMCOR GROUP INCCOM$904.2K1,47829084Q100
XYLEM INCCOM$903.6K6,63598419M100
COSTCO WHOLESALE CORPORATIONCOM$892.5K1,03522160K105
AUTODESK INCCOM$885.1K2,990052769106
AECOMCOM$884.8K9,28100766T100
PUBLIC STORAGECOM$873.5K3,36674460D109
MCKESSON CORPCOM$867.9K1,05858155Q103
LEIDOS HOLDINGS INCCOM$865.6K4,798525327102
SCHWAB CHARLES CORPCOM$865.2K8,660808513105
ALLSTATE CORPCOM$858K4,122020002101
WELLTOWER INCCOM$854.7K4,60595040Q104
WESCO INTL INCCOM$853.8K3,49095082P105
UNIVERSAL HLTH SVCS INCCL B$849K3,894913903100
GENERAL MTRS COCOM$848.5K10,43437045V100
WILLIS TOWERS WATSON PLC LTDSHS$840.6K2,558G96629103
AMAZON COM INCCOM$839.3K3,636023135106
HF SINCLAIR CORPCOM$828.4K17,977403949100
SHERWIN WILLIAMS COCOM$827.2K2,553824348106
GARMIN LTDSHS$827K4,077H2906T109
TE CONNECTIVITY PLCORD SHS$810.2K3,561G87052109
HCA HEALTHCARE INCCOM$809.1K1,73340412C101
RALPH LAUREN CORPCL A$803.4K2,272751212101
NETAPP INCCOM$796.9K7,44164110D104
PBF ENERGY INCCL A$793.7K29,26769318G106
S&P GLOBAL INCCOM$792.8K1,51778409V104
AVIS BUDGET GROUP INCCOM$792.2K6,174053774105
CENCORA INCCOM$780.2K2,31003073E105
NEWMARKET CORPCOM$780K1,135651587107
CINTAS CORPCOM$776.4K4,128172908105
INTEL CORPCOM$771.4K20,904458140100
CBRE GROUP INCCL A$769.7K4,78712504L109
EXELON CORPCOM$769.3K17,64830161N101
BUNGE GLOBAL SACOM SHS$766.1K8,600H11356104
SYSCO CORPCOM$766K10,395871829107
DUOLINGO INCCL A COM$764.5K4,35626603R106
REGENCY CTRS CORPCOM$763.7K11,064758849103
PEPSICO INCCOM$758.2K5,283713448108
ROPER TECHNOLOGIES INCCOM$752.7K1,691776696106
OREILLY AUTOMOTIVE INCCOM$748K8,20167103H107
BEST BUY INCCOM$746.9K11,160086516101
REINSURANCE GROUP AMER INCCOM NEW$741.6K3,645759351604
ALNYLAM PHARMACEUTICALS INCCOM$738K1,85602043Q107
ENCOMPASS HEALTH CORPCOM$736.9K6,94329261A100
VICI PPTYS INCCOM$736.3K26,184925652109
DATADOG INCCL A COM$735.4K5,40823804L103
CME GROUP INCCOM$734.3K2,68912572Q105
TRANE TECHNOLOGIES PLCSHS$733.3K1,884G8994E103
COLGATE PALMOLIVE COCOM$728.2K9,215194162103
CORTEVA INCCOM$726.9K10,84522052L104
JABIL INCCOM$724.6K3,178466313103
FIDELITY NATL FINL INCCOM SHS$720.9K13,20531620R303
ROBINHOOD MKTS INCCOM CL A$719.8K6,364770700102
EATON CORP PLCSHS$719.5K2,259G29183103
ABBVIE INCCOM$717.5K3,14000287Y109
METLIFE INCCOM$716.9K9,08159156R108
FAIR ISAAC CORPCOM$713.4K422303250104
BRISTOL-MYERS SQUIBB COCOM$712.3K13,205110122108
THE CIGNA GROUPCOM$709.8K2,579125523100
CF INDUSTRIES HOLDCOM$708K9,154125269100
US FOODS HLDG CORPCOM$703.2K9,336912008109
FREEPORT MCMORAN INCCL B$701.3K13,80835671D857
PHILIP MORRIS INTL INCCOM$697.9K4,351718172109
DOXIMITY INCCL A$692.8K15,64626622P107
ADOBE INCCOM$691.9K1,97700724F101
DROPBOX INCCL A$690.9K24,85126210C104
BANK OF AMER CORPCOM$689K12,527060505104
BANK OF NY MELLON CORPCOM$675.9K5,822064058100
HILTON WORLDWIDE HLDGS INCCOM$672.7K2,34243300A203
INGERSOLL RAND INCCOM$672.3K8,48645687V106
AUTOMATIC DATA PROCESSING INCOM$671.4K2,610053015103
QNITY ELECTRONICS INCCOMMON STOCK$670.5K8,21274743L100
VERISK ANALYTICS INCCOM$668.6K2,98992345Y106
WYNN RESORTS LTDCOM$665.7K5,532983134107
ITT INCCOM$660.6K3,80745073V108
APTARGROUP INCCOM$660K5,412038336103
STAG INDUSTRIAL INCCOM$660K17,95485254J102
LYFT INCCL A COM$653.8K33,75355087P104
EXELIXIS INCCOM$652.5K14,88630161Q104
INGREDION INCCOM$648.3K5,880457187102
WW GRAINGER INCCOM$638.7K633384802104
BOOKING HOLDINGS INCCOM$637.3K11909857L108
PROLOGIS INC.COM$635K4,97474340W103
INTERNATIONAL BUSINESS MACHSCOM$633.9K2,140459200101
MSCI INCCOM$632.3K1,10255354G100
ENOVIX CORPORATIONCOM$630.7K86,274293594107
TETRA TECH INC NEWCOM$630.6K18,80288162G103
EDISON INTLCOM$629.7K10,491281020107
HANOVER INS GROUP INCCOM$628K3,436410867105
COUPANG INCCL A$627.7K26,60922266T109
OSHKOSH CORPCOM$627.4K4,994688239201
SHIFT4 PMTS INCCL A$623.5K9,90182452J109
CUMMINS INCCOM$619.7K1,214231021106
WALMART INCCOM$618.3K5,550931142103
FORTINET INCCOM$618.2K7,78534959E109
WEST PHARMACEUTICAL SVSC INCCOM$617.4K2,244955306105
ROBLOX CORPCL A$615.5K7,596771049103
BROADRIDGE FINL SOLUTIONS INCOM$613.7K2,75011133T103
MGM RESORTS INTERNATIONALCOM$613.1K16,802552953101
BROWN & BROWN INCCOM$612.3K7,683115236101
PAYPAL HLDGS INCCOM$611.6K10,47670450Y103
AMPHENOL CORPCL A$610.7K4,519032095101
ALPHABET INCCAP STK CL A$609.4K1,94702079K305
ANTERO MIDSTREAM CORPCOM$602.1K33,84503676B102
EOG RES INCCOM$601.6K5,72926875P101
QUALCOMM INCCOM$598.7K3,500747525103
MORGAN STANLEYCOM NEW$598.3K3,370617446448
PERFORMANCE FOOD GROUP COCOM$595.9K6,62771377A103
UNITED RENTALS INCCOM$595.7K736911363109
PULTE GROUP INCCOM$595.4K5,078745867101
RAYMOND JAMES FINL INCCOM$595K3,705754730109
GAMING & LEISURE PCOM$594.9K13,31136467J108
VISA INCCOM CL A$594.1K1,69492826C839
CROWN CASTLE INCCOM$593.7K6,68022822V101
VULCAN MATLS COCOM$592.7K2,078929160109
NEUROCRINE BIOSCIENCES INCCOM$590.2K4,16164125C109
PHILLIPS 66COM$589.8K4,571718546104
AUTOZONE INCCOM$583.3K172053332102
APPLIED INDL TECHNOLOGIES INCOM$582.1K2,26703820C105
AGCO CORPCOM$581.5K5,574001084102
RESMED INCCOM$581.5K2,414761152107
TREX INCCOM$578.9K16,50289531P105
RENAISSANCERE HLDGS LTDCOM$575.5K2,047G7496G103
VALVOLINE INCCOM$574K19,75392047W101
TYLER TECHNOLOGIES INCCOM$573.3K1,263902252105
TAPESTRY INCCOM$572.8K4,483876030107
EPR PPTYSCOM SH BEN INT$569.6K11,41426884U109
AON PLCSHS CL A$569.5K1,614G0403H108
WAYFAIR INCCL A$561.3K5,59094419L101
UNIVERSAL DISPLAY CORPCOM$559.1K4,78891347P105
ONEOK INC NEWCOM$558.8K7,603682680103
ELI LILLY & COCOM$556.7K518532457108
PVH CORPORATIONCOM$555.9K8,294693656100
D R HORTON INCCOM$554.9K3,85323331A109
CHIPOTLE MEXICAN GRILL INCCOM$553K14,947169656105
DEXCOM INCCOM$552.8K8,329252131107
CRH PLCORD$549K4,399G25508105
3M COCOM$548.3K3,42588579Y101
SOLENO THERAPEUTICS INCCOM$546.8K11,809834203309
MANHATTAN ASSOCIATES INCCOM$543.7K3,137562750109
IRON MTN INC DELCOM$542.3K6,53846284V101
CACI INTL INCCL A$541.9K1,017127190304
ZSCALER INCCOM$541.6K2,40898980G102
PACKAGING CORP AMERCOM$540.1K2,619695156109
ZEBRA TECHNOLOGIES CORPORATICL A$539.5K2,222989207105
MSA SAFETY INCCOM$538.1K3,360553498106
KROGER COCOM$537.7K8,606501044101
OTIS WORLDWIDE CORPCOM$537.5K6,15368902V107
AIR LEASE CORPCL A$535.9K8,34300912X302
TOLL BROTHERS INCCOM$532.4K3,937889478103
STANLEY BLACK & DECKER INCCOM$531.7K7,158854502101
SELECTIVE INS GROUP INCCOM$531K6,346816300107
CIVITAS RESOURCES INCCOM NEW$529.4K19,54217888H103
POST HLDGS INCCOM$529.1K5,342737446104
NORTHERN TR CORPCOM$526.8K3,857665859104
UNUM GROUPCOM$524.7K6,77091529Y106
HOLOGIC INCCOM$523.8K7,032436440101
CINCINNATI FINL CORPCOM$521.5K3,193172062101
HUNT J B TRANS SVCS INCCOM$519.9K2,675445658107
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