Stock Taper 
FUND MANAGEMENT AT ENGINE NO. 1 LLC
Latest 13F filing data - Q3 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Reliance Steel & Aluminum Co. | RS | 837 | $219.49K |
 Waters Corporation | WAT | 845 | $231.71K |
 O'Reilly Automotive, Inc. | ORLY | 864 | $785.25K |
 Axon Enterprise, Inc. | AXON | 1.01K | $200.18K |
 MongoDB, Inc. | MDB | 1.01K | $348.97K |
 Align Technology, Inc. | ALGN | 1.02K | $310.82K |
 West Pharmaceutical Services, Inc. | WST | 1.06K | $396.22K |
 IDEX Corporation | IEX | 1.08K | $224.87K |
 LPL Financial Holdings Inc. | LPLA | 1.09K | $259.04K |
 Gartner, Inc. | IT | 1.13K | $386.9K |
 MSCI Inc. | MSCI | 1.13K | $579.78K |
 Avery Dennison Corporation | AVY | 1.15K | $210.44K |
 Saia, Inc. | SAIA | 1.16K | $460.44K |
 J.B. Hunt Transport Services, Inc. | JBHT | 1.17K | $220.57K |
 IDEXX Laboratories, Inc. | IDXX | 1.19K | $519.04K |
 Cintas Corporation | CTAS | 1.24K | $595.01K |
 Labcorp Holdings Inc. | LH | 1.27K | $254.93K |
 Old Dominion Freight Line, Inc. | ODFL | 1.28K | $524.11K |
 VeriSign, Inc. | VRSN | 1.28K | $259.64K |
 Equinix, Inc. | EQIX | 1.34K | $971.74K |