Jain Global LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$12.9B
Holdings
1,090
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,090 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | ALGMALLEGRO MICROSYSTEMS INC | 81,812 | $2.8B | 21.70% | |
| 402 | ONTOONTO INNOVATION INC | 27,580 | $2.8B | 21.59% | |
| 403 | WAYWAYSTAR HLDG CORP | 67,761 | $2.8B | 21.48% | |
| 404 | RMBS*RAMBUS INC DEL | 43,120 | $2.8B | 21.42% | |
| 405 | VOYGVOYAGER TECHNOLOGIES INC | 70,100 | $2.8B | 21.34% | |
| 406 | NUENUCOR CORP | 21,104 | $2.7B | 21.21% | |
| 407 | GRDNGUARDIAN PHARMACY SVCS INC | 128,285 | $2.7B | 21.21% | |
| 408 | DVDOUBLEVERIFY HLDGS INC | 182,257 | $2.7B | 21.17% | |
| 409 | LDOSLEIDOS HOLDINGS INC | 17,261 | $2.7B | 21.12% | |
| 410 | KGCKINROSS GOLD CORP | 173,900 | $2.7B | 21.07% | |
| 411 | LINELINEAGE INC | 62,411 | $2.7B | 21.07% | |
| 412 | DBDEUTSCHE BANK A G | 91,963 | $2.7B | 20.89% | |
| 413 | STLASTELLANTIS N.V | 267,921 | $2.7B | 20.84% | |
| 414 | CPRTCOPART INC | 54,527 | $2.7B | 20.76% | |
| 415 | GPATGP-ACT III ACQUISITION CORP | 250,000 | $2.6B | 20.46% | |
| 416 | CPCANADIAN PACIFIC KANSAS CITY | 32,749 | $2.6B | 20.16% | |
| 417 | VSHVISHAY INTERTECHNOLOGY INC | 163,376 | $2.6B | 20.13% | |
| 418 | URIUNITED RENTALS INC | 3,436 | $2.6B | 20.08% | |
| 419 | PEGPUBLIC SVC ENTERPRISE GRP IN | 30,712 | $2.6B | 20.06% | |
| 420 | PLMKPLUM ACQUISITION CORP IV | 250,000 | $2.6B | 19.98% | |
| 421 | STNESTONECO LTD | 159,969 | $2.6B | 19.91% | |
| 422 | PENPENUMBRA INC | 9,893 | $2.5B | 19.70% | |
| 423 | RNRRENAISSANCERE HLDGS LTD | 10,401 | $2.5B | 19.60% | |
| 424 | ODDODDITY TECH LTD | 32,606 | $2.5B | 19.09% | |
| 425 | TPCTUTOR PERINI CORP | 51,854 | $2.4B | 18.82% | |
| 426 | AFWALIGN TECHNOLOGY INC | 12,701 | $2.4B | 18.65% | |
| 427 | CASYCASEYS GEN STORES INC | 4,700 | $2.4B | 18.61% | |
| 428 | VRSNVERISIGN INC | 8,263 | $2.4B | 18.51% | |
| 429 | APTVAPTIV PLC | 34,963 | $2.4B | 18.50% | |
| 430 | BBVABANCO BILBAO VIZCAYA ARGENTA | 154,665 | $2.4B | 18.44% | |
| 431 | UNMUNUM GROUP | 29,144 | $2.4B | 18.26% | |
| 432 | ECVTECOVYST INC | 284,300 | $2.3B | 18.15% | |
| 433 | IRMIRON MTN INC DEL | 22,776 | $2.3B | 18.12% | |
| 434 | VALEVALE S A | 240,450 | $2.3B | 18.11% | |
| 435 | HTDCORCEPT THERAPEUTICS INC | 31,792 | $2.3B | 18.10% | |
| 436 | CAICARIS LIFE SCIENCES INC | 87,288 | $2.3B | 18.09% | |
| 437 | OLNOLIN CORP | 115,296 | $2.3B | 17.97% | |
| 438 | PAGSPAGSEGURO DIGITAL LTD | 236,496 | $2.3B | 17.69% | |
| 439 | LINLINDE PLC | 4,841 | $2.3B | 17.62% | |
| 440 | ZTSZOETIS INC | 14,561 | $2.3B | 17.62% | |
| 441 | EMAEMERA INC | 49,500 | $2.3B | 17.59% | |
| 442 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 10,000 | $2.3B | 17.57% | Put |
| 443 | SVCCUSTELLAR V CAP CORP | 221,058 | $2.3B | 17.54% | |
| 444 | FVRFRONTVIEW REIT INC | 187,243 | $2.2B | 17.43% | |
| 445 | TRMBTRIMBLE INC | 29,452 | $2.2B | 17.36% | |
| 446 | ASICATEGRITY SPECIALTY IN CO HO | 103,700 | $2.2B | 17.31% | |
| 447 | FERAFIFTH ERA ACQUISITION CORP I | 219,030 | $2.2B | 17.25% | |
| 448 | CEPFCANTOR EQUITY PARTNERS II IN | 200,000 | $2.2B | 17.11% | |
| 449 | ENPHENPHASE ENERGY INC | 55,585 | $2.2B | 17.10% | |
| 450 | BIDUNBAIDU INC | 25,648 | $2.2B | 17.06% | |
| 451 | EEEXCELERATE ENERGY INC | 74,545 | $2.2B | 16.96% | |
| 452 | FT2FIRST HORIZON CORPORATION | 103,078 | $2.2B | 16.95% | |
| 453 | PG4PRINCIPAL FINANCIAL GROUP IN | 27,507 | $2.2B | 16.95% | |
| 454 | DAYDAYFORCE INC | 39,105 | $2.2B | 16.80% | |
| 455 | BCRXBIOCRYST PHARMACEUTICALS INC | 240,693 | $2.2B | 16.73% | |
| 456 | TAKTAKEDA PHARMACEUTICAL CO LTD | 138,146 | $2.1B | 16.57% | |
| 457 | LEALEAR CORP | 22,432 | $2.1B | 16.53% | |
| 458 | AEEAMEREN CORP | 22,040 | $2.1B | 16.42% | |
| 459 | STNSTANTEC INC | 19,200 | $2.1B | 16.20% | |
| 460 | SFBSSERVISFIRST BANCSHARES INC | 26,924 | $2.1B | 16.19% | |
| 461 | RSRELIANCE INC | 6,565 | $2.1B | 15.99% | |
| 462 | SYFSYNCHRONY FINANCIAL | 30,871 | $2.1B | 15.98% | |
| 463 | TFXTELEFLEX INCORPORATED | 17,403 | $2.1B | 15.98% | |
| 464 | RBLXROBLOX CORP | 19,522 | $2.1B | 15.93% | |
| 465 | CRLCHARLES RIV LABS INTL INC | 13,354 | $2.0B | 15.72% | |
| 466 | LHXL3HARRIS TECHNOLOGIES INC | 8,058 | $2.0B | 15.68% | |
| 467 | PGNYPROGYNY INC | 91,634 | $2.0B | 15.64% | |
| 468 | —BLUE WTR ACQUISITION CORP. I | 200,000 | $2.0B | 15.52% | |
| 469 | JAZZJAZZ PHARMACEUTICALS PLC | 18,800 | $2.0B | 15.48% | Call |
| 470 | PKPARK HOTELS & RESORTS INC | 194,311 | $2.0B | 15.42% | |
| 471 | FDXFEDEX CORP | 8,721 | $2.0B | 15.38% | |
| 472 | AVBAVALONBAY CMNTYS INC | 9,642 | $2.0B | 15.22% | |
| 473 | NENOBLE CORP PLC | 73,300 | $1.9B | 15.10% | |
| 474 | POSTPOST HLDGS INC | 17,843 | $1.9B | 15.09% | |
| 475 | NWGNATWEST GROUP PLC | 136,700 | $1.9B | 15.01% | |
| 476 | TTAMTITAN AMER SA | 151,962 | $1.9B | 14.71% | |
| 477 | CHHCHOICE HOTELS INTL INC | 14,920 | $1.9B | 14.69% | |
| 478 | CUZCOUSINS PPTYS INC | 62,845 | $1.9B | 14.64% | |
| 479 | LWLAMB WESTON HLDGS INC | 36,380 | $1.9B | 14.63% | |
| 480 | FLRFLUOR CORP NEW | 36,718 | $1.9B | 14.60% | |
| 481 | SMMTSUMMIT THERAPEUTICS INC | 87,943 | $1.9B | 14.52% | |
| 482 | NWSANEWS CORP NEW | 62,955 | $1.9B | 14.51% | |
| 483 | RDNRADIAN GROUP INC | 51,316 | $1.8B | 14.34% | |
| 484 | TLNTALEN ENERGY CORP | 6,294 | $1.8B | 14.20% | |
| 485 | XLISELECT SECTOR SPDR TR | 12,395 | $1.8B | 14.19% | |
| 486 | RPRXROYALTY PHARMA PLC | 50,153 | $1.8B | 14.02% | |
| 487 | PATHUIPATH INC | 140,966 | $1.8B | 14.00% | |
| 488 | LPLALPL FINL HLDGS INC | 4,792 | $1.8B | 13.94% | |
| 489 | MEDPMEDPACE HLDGS INC | 5,700 | $1.8B | 13.88% | |
| 490 | BBARRICK MNG CORP | 85,270 | $1.8B | 13.77% | |
| 491 | STLDSTEEL DYNAMICS INC | 13,865 | $1.8B | 13.77% | |
| 492 | XMESPDR SERIES TRUST | 26,387 | $1.8B | 13.76% | |
| 493 | SAIASAIA INC | 6,402 | $1.8B | 13.61% | |
| 494 | HIMSHIMS & HERS HEALTH INC | 35,000 | $1.7B | 13.54% | Put |
| 495 | DSGDESCARTES SYS GROUP INC | 17,100 | $1.7B | 13.47% | |
| 496 | ARGXARGENX SE | 3,116 | $1.7B | 13.32% | |
| 497 | HASHASBRO INC | 23,185 | $1.7B | 13.28% | |
| 498 | VSATVIASAT INC | 116,917 | $1.7B | 13.24% | |
| 499 | CIB1NGRUPO CIBEST SA | 36,750 | $1.7B | 13.17% | |
| 500 | UALUNITED AIRLS HLDGS INC | 21,296 | $1.7B | 13.16% |