SIT INVESTMENT ASSOCIATES INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRH | 13K | $1.60M |
 | JHG | 13K | $586.00K |
 | WAL | 13K | $1.11M |
 | NFLX | 13K | $15.31M |
 | DASH | 13K | $3.46M |
 | CPK | 13K | $1.69M |
 | MOS | 12K | $426.00K |
 | ELF | 12K | $1.62M |
 | BOOT | 12K | $2.00M |
 | THG | 12K | $2.16M |
 | TGT | 12K | $1.05M |
 | RGA | 11K | $2.16M |
 | HUN | 11K | $101.00K |
 | PAYC | 11K | $2.31M |
 | ENTG | 11K | $1.01M |
 | EME | 11K | $7.07M |
 | DTM | 11K | $1.23M |
 | PH | 11K | $8.06M |
 | CUBE | 10K | $405.00K |
 | CCS | 10K | $622.00K |
CRH plc
CRH
Shares Held
13K
Value
$1.60M
Janus Henderson Group plc
JHG
Shares Held
13K
Value
$586.00K
Western Alliance Bancorporation
WAL
Shares Held
13K
Value
$1.11M
Netflix, Inc.
NFLX
Shares Held
13K
Value
$15.31M
DoorDash, Inc.
DASH
Shares Held
13K
Value
$3.46M
Chesapeake Utilities Corporation
CPK
Shares Held
13K
Value
$1.69M
The Mosaic Company
MOS
Shares Held
12K
Value
$426.00K
e.l.f. Beauty, Inc.
ELF
Shares Held
12K
Value
$1.62M
Boot Barn Holdings, Inc.
BOOT
Shares Held
12K
Value
$2.00M
The Hanover Insurance Group, Inc.
THG
Shares Held
12K
Value
$2.16M
Target Corporation
TGT
Shares Held
12K
Value
$1.05M
Reinsurance Group of America, Incorporated
RGA
Shares Held
11K
Value
$2.16M
Huntsman Corporation
HUN
Shares Held
11K
Value
$101.00K
Paycom Software, Inc.
PAYC
Shares Held
11K
Value
$2.31M
Entegris, Inc.
ENTG
Shares Held
11K
Value
$1.01M
EMCOR Group, Inc.
EME
Shares Held
11K
Value
$7.07M
DT Midstream, Inc.
DTM
Shares Held
11K
Value
$1.23M
Parker-Hannifin Corporation
PH
Shares Held
11K
Value
$8.06M
CubeSmart
CUBE
Shares Held
10K
Value
$405.00K
Century Communities, Inc.
CCS
Shares Held
10K
Value
$622.00K