AIGEN INVESTMENT MANAGEMENT, LP

PrivateCIK: 1741224
Location

NEW YORK, NY

496
Positions
$389.22M
Total AUM (reported)
7.21M
Total Shares

Allocation by class

TOTAL AUM$389.22M496 positions
COM$276.33M71.0%
CL A$30.48M7.8%
COM NEW$18.27M4.7%
COM CL A$13.35M3.4%
SHS$10.65M2.7%
SPONSORED ADS$3.78M1.0%
ORD SHS CL A$2.93M0.8%

Portfolio Concentration

Top 34.5%4–107.7%11–2512.6%Rest75.3%TOP 1012.1%0%100%
Top 3$17.41M4.5%
4–10$29.78M7.7%
11–25$48.87M12.6%
Rest$293.16M75.3%

Top 3 weight

4.5%

Top 10 weight

12.1%

Voting Authority Distribution

Total shares with voting rights: 7.21M

Sole

Full voting authority

7.21M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole496
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings496
Rows:

HOME DEPOT INC

SOLE
COM
Shares18.82K
TypeSH
Market value$6.19M
1.59%
Sole
18.82K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares62.03K
TypeSH
Market value$6.03M
1.55%
Sole
62.03K
Shared
0.00
None
0.00

HUNTINGTON BANCSHARES INC

SOLE
COM
Shares331.61K
TypeSH
Market value$5.19M
1.33%
Sole
331.61K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares15.83K
TypeSH
Market value$4.60M
1.18%
Sole
15.83K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares15.05K
TypeSH
Market value$4.55M
1.17%
Sole
15.05K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares24.50K
TypeSH
Market value$4.47M
1.15%
Sole
24.50K
Shared
0.00
None
0.00

FEDEX CORP

SOLE
COM
Shares11.97K
TypeSH
Market value$4.26M
1.10%
Sole
11.97K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares8.11K
TypeSH
Market value$4.05M
1.04%
Sole
8.11K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares12.60K
TypeSH
Market value$4.01M
1.03%
Sole
12.60K
Shared
0.00
None
0.00

HALLIBURTON CO

SOLE
COM
Shares98.54K
TypeSH
Market value$3.84M
0.99%
Sole
98.54K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares12.98K
TypeSH
Market value$3.80M
0.98%
Sole
12.98K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares890.00
TypeSH
Market value$3.75M
0.96%
Sole
890.00
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares7.75K
TypeSH
Market value$3.57M
0.92%
Sole
7.75K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares7K
TypeSH
Market value$3.44M
0.88%
Sole
7K
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

SOLE
COM
Shares28.49K
TypeSH
Market value$3.38M
0.87%
Sole
28.49K
Shared
0.00
None
0.00

STATE STR CORP

SOLE
COM
Shares26.45K
TypeSH
Market value$3.35M
0.86%
Sole
26.45K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares11.56K
TypeSH
Market value$3.28M
0.84%
Sole
11.56K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares5.42K
TypeSH
Market value$3.28M
0.84%
Sole
5.42K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares53.20K
TypeSH
Market value$3.25M
0.83%
Sole
53.20K
Shared
0.00
None
0.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares9.80K
TypeSH
Market value$3.20M
0.82%
Sole
9.80K
Shared
0.00
None
0.00

SMUCKER J M CO

SOLE
COM NEW
Shares32.72K
TypeSH
Market value$3.16M
0.81%
Sole
32.72K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares203.98K
TypeSH
Market value$2.93M
0.75%
Sole
203.98K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares27.57K
TypeSH
Market value$2.88M
0.74%
Sole
27.57K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares2.81K
TypeSH
Market value$2.80M
0.72%
Sole
2.81K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares3.23K
TypeSH
Market value$2.80M
0.72%
Sole
3.23K
Shared
0.00
None
0.00
Page 1 of 20