Bridgefront Capital, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$377.3B
Holdings
578
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (578 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 7,261 | $4.1B | 1.08% | |
| 2 | INTUINTUIT | 4,896 | $3.9B | 1.02% | |
| 3 | JBLJABIL INC | 15,996 | $3.5B | 0.92% | |
| 4 | SCHWSCHWAB CHARLES CORP | 36,332 | $3.3B | 0.88% | |
| 5 | CPBTHE CAMPBELLS COMPANY | 97,937 | $3.0B | 0.80% | |
| 6 | SPGIS&P GLOBAL INC | 5,602 | $3.0B | 0.78% | |
| 7 | ANETARISTA NETWORKS INC | 28,008 | $2.9B | 0.76% | |
| 8 | DHRDANAHER CORPORATION | 13,570 | $2.7B | 0.71% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 4,787 | $2.6B | 0.69% | |
| 10 | KVUEKENVUE INC | 120,872 | $2.5B | 0.67% | |
| 11 | ABBVABBVIE INC | 12,742 | $2.4B | 0.63% | |
| 12 | ETRENTERGY CORP NEW | 28,414 | $2.4B | 0.63% | |
| 13 | ADCAGREE RLTY CORP | 31,467 | $2.3B | 0.61% | |
| 14 | PGPROCTER AND GAMBLE CO | 14,257 | $2.3B | 0.60% | |
| 15 | LNGCHENIERE ENERGY INC | 8,904 | $2.2B | 0.57% | |
| 16 | OCOWENS CORNING NEW | 15,663 | $2.2B | 0.57% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 5,263 | $2.1B | 0.57% | |
| 18 | TRVCCITIGROUP INC | 24,554 | $2.1B | 0.55% | |
| 19 | ITGARTNER INC | 4,971 | $2.0B | 0.53% | |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 8,013 | $1.9B | 0.52% | |
| 21 | MDBMONGODB INC | 9,179 | $1.9B | 0.51% | |
| 22 | EXEEXPAND ENERGY CORPORATION | 16,308 | $1.9B | 0.51% | |
| 23 | GMGENERAL MTRS CO | 38,571 | $1.9B | 0.50% | |
| 24 | TPRTAPESTRY INC | 21,312 | $1.9B | 0.50% | |
| 25 | EQIXEQUINIX INC | 2,316 | $1.8B | 0.49% | |
| 26 | CMCSACOMCAST CORP NEW | 49,947 | $1.8B | 0.47% | |
| 27 | WTWWILLIS TOWERS WATSON PLC LTD | 5,786 | $1.8B | 0.47% | |
| 28 | ALLYALLY FINL INC | 45,501 | $1.8B | 0.47% | |
| 29 | EFXEQUIFAX INC | 6,645 | $1.7B | 0.46% | |
| 30 | ADSKAUTODESK INC | 5,473 | $1.7B | 0.45% | |
| 31 | SPGSIMON PPTY GROUP INC NEW | 10,385 | $1.7B | 0.44% | |
| 32 | SFMSPROUTS FMRS MKT INC | 9,998 | $1.6B | 0.44% | |
| 33 | GEVGE VERNOVA INC | 3,097 | $1.6B | 0.43% | |
| 34 | DRIDARDEN RESTAURANTS INC | 7,411 | $1.6B | 0.43% | |
| 35 | NDSNNORDSON CORP | 7,506 | $1.6B | 0.43% | |
| 36 | EPAMEPAM SYS INC | 9,086 | $1.6B | 0.43% | |
| 37 | CLXCLOROX CO DEL | 13,372 | $1.6B | 0.43% | |
| 38 | EWEDWARDS LIFESCIENCES CORP | 20,266 | $1.6B | 0.42% | |
| 39 | DOVDOVER CORP | 8,632 | $1.6B | 0.42% | |
| 40 | XYLXYLEM INC | 11,713 | $1.5B | 0.40% | |
| 41 | PATHUIPATH INC | 117,138 | $1.5B | 0.40% | |
| 42 | BSXBOSTON SCIENTIFIC CORP | 13,847 | $1.5B | 0.39% | |
| 43 | TELTE CONNECTIVITY PLC | 8,627 | $1.5B | 0.39% | |
| 44 | GEGE AEROSPACE | 5,632 | $1.4B | 0.38% | |
| 45 | DDDUPONT DE NEMOURS INC | 20,670 | $1.4B | 0.38% | |
| 46 | RHCRH PLC | 15,152 | $1.4B | 0.37% | |
| 47 | PNCPNC FINL SVCS GROUP INC | 7,400 | $1.4B | 0.37% | |
| 48 | CMICUMMINS INC | 4,185 | $1.4B | 0.36% | |
| 49 | MTZMASTEC INC | 8,009 | $1.4B | 0.36% | |
| 50 | BACBANK AMERICA CORP | 28,665 | $1.4B | 0.36% | |
| 51 | TTEKTETRA TECH INC NEW | 37,145 | $1.3B | 0.35% | |
| 52 | CWCURTISS WRIGHT CORP | 2,733 | $1.3B | 0.35% | |
| 53 | ESTCELASTIC N V | 15,801 | $1.3B | 0.35% | |
| 54 | DUOLDUOLINGO INC | 3,240 | $1.3B | 0.35% | |
| 55 | VVISA INC | 3,727 | $1.3B | 0.35% | |
| 56 | LRCXLAM RESEARCH CORP | 13,528 | $1.3B | 0.35% | |
| 57 | SRESEMPRA | 17,030 | $1.3B | 0.34% | |
| 58 | RSGREPUBLIC SVCS INC | 5,129 | $1.3B | 0.34% | |
| 59 | RSRELIANCE INC | 3,979 | $1.2B | 0.33% | |
| 60 | KELKELLANOVA | 15,617 | $1.2B | 0.33% | |
| 61 | SPOTSPOTIFY TECHNOLOGY S A | 1,616 | $1.2B | 0.33% | |
| 62 | PINSPINTEREST INC | 34,500 | $1.2B | 0.33% | |
| 63 | AMEAMETEK INC | 6,834 | $1.2B | 0.33% | |
| 64 | RBLXROBLOX CORP | 11,740 | $1.2B | 0.33% | |
| 65 | PRMBPRIMO BRANDS CORPORATION | 41,586 | $1.2B | 0.33% | |
| 66 | CAHCARDINAL HEALTH INC | 7,208 | $1.2B | 0.32% | |
| 67 | MUMICRON TECHNOLOGY INC | 9,492 | $1.2B | 0.31% | |
| 68 | FTITECHNIPFMC PLC | 33,949 | $1.2B | 0.31% | |
| 69 | MRVLMARVELL TECHNOLOGY INC | 14,977 | $1.2B | 0.31% | |
| 70 | FIVEFIVE BELOW INC | 8,836 | $1.2B | 0.31% | |
| 71 | DDOGDATADOG INC | 8,622 | $1.2B | 0.31% | |
| 72 | JCIJOHNSON CTLS INTL PLC | 10,820 | $1.1B | 0.30% | |
| 73 | STXSEAGATE TECHNOLOGY HLDNGS PL | 7,867 | $1.1B | 0.30% | |
| 74 | PSTGPURE STORAGE INC | 19,641 | $1.1B | 0.30% | |
| 75 | UNPUNION PAC CORP | 4,868 | $1.1B | 0.30% | |
| 76 | ARANTERO RESOURCES CORP | 27,719 | $1.1B | 0.30% | |
| 77 | FERGFERGUSON ENTERPRISES INC | 5,099 | $1.1B | 0.29% | |
| 78 | DISDISNEY WALT CO | 8,838 | $1.1B | 0.29% | |
| 79 | FRTFEDERAL RLTY INVT TR NEW | 11,407 | $1.1B | 0.29% | |
| 80 | REGNREGENERON PHARMACEUTICALS | 2,058 | $1.1B | 0.29% | |
| 81 | PYPLPAYPAL HLDGS INC | 14,536 | $1.1B | 0.29% | |
| 82 | POOLPOOL CORP | 3,683 | $1.1B | 0.28% | |
| 83 | OVVOVINTIV INC | 28,115 | $1.1B | 0.28% | |
| 84 | AGCOAGCO CORP | 10,355 | $1.1B | 0.28% | |
| 85 | CITCINTAS CORP | 4,785 | $1.1B | 0.28% | |
| 86 | ULTAULTA BEAUTY INC | 2,254 | $1.1B | 0.28% | |
| 87 | MCXMCCORMICK & CO INC | 13,817 | $1.0B | 0.28% | |
| 88 | FCNFTI CONSULTING INC | 6,481 | $1.0B | 0.28% | |
| 89 | CFCF INDS HLDGS INC | 11,308 | $1.0B | 0.28% | |
| 90 | BRXBRIXMOR PPTY GROUP INC | 39,937 | $1.0B | 0.28% | |
| 91 | WDCWESTERN DIGITAL CORP | 16,070 | $1.0B | 0.27% | |
| 92 | BMYBRISTOL-MYERS SQUIBB CO | 22,089 | $1.0B | 0.27% | |
| 93 | TTDTHE TRADE DESK INC | 14,108 | $1.0B | 0.27% | |
| 94 | KEYSKEYSIGHT TECHNOLOGIES INC | 6,198 | $1.0B | 0.27% | |
| 95 | OHIOMEGA HEALTHCARE INVS INC | 27,595 | $1.0B | 0.27% | |
| 96 | DOCSDOXIMITY INC | 16,468 | $1.0B | 0.27% | |
| 97 | IDIINTERDIGITAL INC | 4,498 | $1.0B | 0.27% | |
| 98 | MOSMOSAIC CO NEW | 27,631 | $1.0B | 0.27% | |
| 99 | ASMLASML HOLDING N V | 1,252 | $1.0B | 0.27% | |
| 100 | AXTAAXALTA COATING SYS LTD | 33,681 | $1000.0M | 0.27% |
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