ELEMENT CAPITAL MANAGEMENT LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$402.3B

Holdings

146

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (146 positions)

#StockSharesValue% PortfolioType
101
QLYSQUALYS INC
21,129$2.7B0.66%
102
TPLTEXAS PACIFIC LAND CORPORATI
2,008$2.7B0.66%
103
AWIARMSTRONG WORLD INDS INC NEW
18,870$2.7B0.66%
104
DHRDANAHER CORPORATION
12,962$2.7B0.66%
105
AMEAMETEK INC
15,422$2.7B0.66%
106
FTVFORTIVE CORP
36,271$2.7B0.66%
107
EWBCEAST WEST BANCORP INC
29,567$2.7B0.66%
108
ISRGINTUITIVE SURGICAL INC
5,357$2.7B0.66%
109
PNRPENTAIR PLC
30,266$2.6B0.66%
110
AOSSMITH A O CORP
40,507$2.6B0.66%
111
AYIACUITY INC
10,053$2.6B0.66%
112
ITWILLINOIS TOOL WKS INC
10,660$2.6B0.66%
113
VRTXVERTEX PHARMACEUTICALS INC
5,448$2.6B0.66%
114
BKNGBOOKING HOLDINGS INC
572$2.6B0.66%
115
ADSKAUTODESK INC
10,058$2.6B0.65%
116
CRUSCIRRUS LOGIC INC
26,394$2.6B0.65%
117
ADBEADOBE INC
6,856$2.6B0.65%
118
DOVDOVER CORP
14,964$2.6B0.65%
119
CWCURTISS WRIGHT CORP
8,267$2.6B0.65%
120
WTSWATTS WATER TECHNOLOGIES INC
12,847$2.6B0.65%
121
A4SAMERIPRISE FINL INC
5,400$2.6B0.65%
122
OZKBANK OZK LITTLE ROCK ARK
60,072$2.6B0.65%
123
WSMWILLIAMS SONOMA INC
16,500$2.6B0.65%
124
CRMSALESFORCE INC
9,712$2.6B0.65%
125
SNPSSYNOPSYS INC
6,066$2.6B0.65%
126
FTNTFORTINET INC
27,005$2.6B0.65%
127
NVDANVIDIA CORPORATION
23,985$2.6B0.65%
128
TRMBTRIMBLE INC
39,560$2.6B0.65%
129
ETNEATON CORP PLC
9,550$2.6B0.65%
130
TREXTREX CO INC
44,637$2.6B0.64%
131
ANETARISTA NETWORKS INC
33,389$2.6B0.64%
132
NTAPNETAPP INC
29,407$2.6B0.64%
133
DECKDECKERS OUTDOOR CORP
23,083$2.6B0.64%
134
AMZNAMAZON COM INC
13,559$2.6B0.64%
135
DOCSDOXIMITY INC
44,360$2.6B0.64%
136
METAMETA PLATFORMS INC
4,464$2.6B0.64%
137
GNTXGENTEX CORP
110,148$2.6B0.64%
138
TERTERADYNE INC
30,988$2.6B0.64%
139
GOOGLALPHABET INC
16,524$2.6B0.64%
140
DTDYNATRACE INC
54,006$2.5B0.63%
141
TTDTHE TRADE DESK INC
46,383$2.5B0.63%
142
SNSHARKNINJA INC
30,377$2.5B0.63%
143
ABNBAIRBNB INC
21,203$2.5B0.63%
144
OLEDUNIVERSAL DISPLAY CORP
17,949$2.5B0.62%
145
ONTOONTO INNOVATION INC
20,480$2.5B0.62%
146
GFLGFL ENVIRONMENTAL INC
8,946$432.2M0.11%
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