Aigen Investment Management, LP

CIK

1741224

Location

NEW YORK, NY

Portfolio Value

Small $385,311,632

Diversification

Diversified

Filing Date

Global Rank

#3,024 / 8,623 ▼ 87 · as of Mar 2026

Top Industry

Credit Services 5.4%

3Y Alpha vs SPY

-5.2%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+52.8%

SPY

+65.3%

Annualised alpha

-3.1%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

490 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

1.6%

−0.3 pts

Top 5

6.9%

−0.6 pts

Top 10

12.2%

−0.8 pts

HHI

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	17.7%	$68,284,181	78
Technology	15.3%	$58,829,190	79
Consumer Cyclical	15.0%	$57,973,389	57
Industrials	12.8%	$49,494,876	66
Healthcare	9.8%	$37,808,617	45
Energy	8.6%	$33,162,385	40
Consumer Defensive	5.3%	$20,355,935	33
Utilities	5.0%	$19,242,455	22
Basic Materials	4.3%	$16,621,042	31
Communication Services	3.2%	$12,263,881	23
Real Estate	2.8%	$10,878,274	15
Unclassified	0.1%	$397,407	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+182,419	203,978	$2,931,163
HBAN	Huntington Bancshares Inc /Md/	+91,744	331,610	$5,189,696
GPK	Graphic Packaging Holding Co	+89,267	135,975	$1,351,591
BBD	Bank Bradesco	+87,310	141,286	$515,693
NCLH	Norwegian Cruise Line Holdings Ltd.	+40,888	61,557	$1,151,115
IP	International Paper Co /New/	+38,737	48,213	$1,721,204
PTON	Peloton Interactive, Inc.	+34,711	46,166	$198,052
INFY	Infosys Ltd	+33,878	47,418	$640,617
COTY	Coty Inc.	+31,592	107,640	$216,356
OVV	Ovintiv Inc.	+30,604	35,598	$2,113,097
CYTK	Cytokinetics Inc	+25,648	31,216	$2,057,446
CFFN	Capitol Federal Financial, Inc.	+24,324	47,625	$339,566
VTRS	Viatris Inc	+21,448	37,377	$504,963
BSX	Boston Scientific Corp	+21,369	27,300	$1,713,075
XERS	Xeris Biopharma Holdings, Inc.	+20,259	32,521	$188,621
HG	Hamilton Insurance Group, Ltd.	+18,218	28,609	$853,406
HD	Home Depot, Inc.	+17,132	18,821	$6,190,038
HDB	Hdfc Bank Ltd	+15,899	25,169	$626,204
NGG	National Grid PLC	+14,794	18,376	$1,554,609
V	Visa Inc.	+14,411	15,048	$4,548,107
FNB	Fnb Corp/Pa/	+12,376	31,142	$520,694
TCPC	BlackRock TCP Capital Corp.	+11,960	22,577	$81,502
C	Citigroup Inc	+11,628	15,408	$1,747,421
GGB	Gerdau S.A.	+11,041	30,345	$109,545
BN	BROOKFIELD Corp /ON/	+10,849	14,115	$571,234
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	−227,154	71,081	$471,267
KVUE	Kenvue Inc.	−162,389	16,653	$287,097
GRAB	Grab Holdings Ltd	−135,783	66,599	$243,752
IBN	Icici Bank Ltd	−98,035	65,801	$1,704,245
CLF	Cleveland-Cliffs Inc.	−69,917	16,189	$136,797
RKT	Rocket Companies, Inc.	−58,506	19,686	$280,525
CPRT	Copart Inc	−52,890	10,464	$347,404
SM	SM Energy Co	−52,654	14,405	$449,147
VFC	V F Corp	−46,111	25,663	$436,014
BKD	Brookdale Senior Living Inc.	−43,259	15,703	$214,817
VICI	Vici Properties Inc.	−40,254	13,291	$363,110
VZ	Verizon Communications Inc	−36,235	6,878	$345,275
AVPT	AvePoint, Inc.	−33,748	42,311	$402,377
TU	Telus Corp	−33,074	30,055	$385,605
PSEC	Prospect Capital Corp	−32,571	13,255	$34,595
OMC	Omnicom Group Inc.	−27,175	12,658	$953,273
WMB	Williams Companies, Inc.	−26,186	14,172	$1,031,438
SYY	Sysco Corp	−25,146	15,959	$1,138,355
VSXY	Victoria's Secret & Co.	−23,408	5,893	$273,199
ACM	Aecom	−23,155	3,444	$292,120
AMZN	Amazon Com Inc	−21,730	1,210	$252,006
GIS	General Mills Inc	−19,468	20,528	$764,052
GTY	Getty Realty Corp /Md/	−19,144	6,486	$206,254
FISV	Fiserv Inc	−18,181	7,122	$397,407
MMI	Marcus & Millichap, Inc.	−16,510	11,507	$305,971
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SRE	Sempra	62,030	$6,027,455
APD	Air Products & Chemicals, Inc.	15,829	$4,598,166
COF	Capital One Financial Corp	24,495	$4,468,622
FDX	Fedex Corp	11,974	$4,264,899
MA	Mastercard Inc	8,114	$4,054,241
ADI	Analog Devices Inc	12,595	$4,006,973
HAL	Halliburton Co	98,539	$3,842,035
ELV	Elevance Health, Inc.	12,983	$3,800,773
BKNG	Booking Holdings Inc.	890	$3,747,184
TMO	Thermo Fisher Scientific Inc.	7,001	$3,441,201
STT	State Street Corp	26,445	$3,346,879
LMT	Lockheed Martin Corp	5,421	$3,276,398
BKR	Baker Hughes Co	53,201	$3,247,921
MAR	Marriott International Inc /Md/	9,798	$3,204,631
SJM	J M SMUCKER Co	32,720	$3,155,516
NOW	ServiceNow, Inc.	27,569	$2,882,338
OXY	Occidental Petroleum Corp /De/	42,971	$2,793,115
EXE	EXPAND ENERGY Corp	24,964	$2,740,547
GILD	Gilead Sciences, Inc.	18,494	$2,577,508
WTW	Willis Towers Watson PLC	8,578	$2,493,624
MMM	3M Co	16,371	$2,377,560
TMUS	T-Mobile US, Inc.	11,279	$2,368,928
OMF	OneMain Holdings, Inc.	43,863	$2,346,231
TPR	Tapestry, Inc.	16,482	$2,325,775
VLO	Valero Energy Corp/Tx	8,917	$2,203,212
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PG	PROCTER & GAMBLE Co	37,737	$5,408,089
NFLX	Netflix Inc	56,277	$5,276,531
KEY	Keycorp /New/	248,609	$5,131,289
MSI	Motorola Solutions, Inc.	11,952	$4,581,440
VEEV	Veeva Systems Inc	19,217	$4,289,810
EOG	Eog Resources Inc	38,768	$4,071,027
KMI	Kinder Morgan, Inc.	137,149	$3,770,226
ADP	Automatic Data Processing Inc	14,646	$3,767,390
LIN	Linde PLC	8,378	$3,572,295
MS	Morgan Stanley	19,281	$3,422,955
MCD	Mcdonalds Corp	10,847	$3,315,168
MRSH	Marsh & Mclennan Companies, Inc.	17,425	$3,232,686
GNTX	Gentex Corp	126,458	$2,942,677
UNH	Unitedhealth Group Inc	8,562	$2,826,401
FIS	Fidelity National Information Services, Inc.	41,915	$2,785,670
URI	United Rentals, Inc.	3,406	$2,756,543
ETN	Eaton Corp plc	8,180	$2,605,411
CARR	CARRIER GLOBAL Corp	49,268	$2,603,321
LVS	Las Vegas Sands Corp	39,570	$2,575,611
CCI	Crown Castle Inc.	28,442	$2,527,640
MPC	Marathon Petroleum Corp	14,565	$2,368,705
AEP	American Electric Power Co Inc	20,098	$2,317,500
NOC	Northrop Grumman Corp /De/	3,780	$2,155,393
BMY	Bristol Myers Squibb Co	39,302	$2,119,949
PFE	Pfizer Inc	83,314	$2,074,518
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

490 tracked positions · $385,311,632 total · filing declares 496 positions · $389,221,792 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 490 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HD	Home Depot, Inc. Consumer Cyclical	Added	18,821	+17,132	$6,190,038	+965.1%	1.61%
SRE	Sempra Utilities	NEW	62,030	NEW	$6,027,455	NEW	1.56%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	331,610	+91,744	$5,189,696	+24.7%	1.35%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	15,829	NEW	$4,598,166	NEW	1.19%
V	Visa Inc. Financial Services	Added	15,048	+14,411	$4,548,107	+1935.8%	1.18%
COF	Capital One Financial Corp Financial Services	NEW	24,495	NEW	$4,468,622	NEW	1.16%
FDX	Fedex Corp Industrials	NEW	11,974	NEW	$4,264,899	NEW	1.11%
MA	Mastercard Inc Financial Services	NEW	8,114	NEW	$4,054,241	NEW	1.05%
ADI	Analog Devices Inc Technology	NEW	12,595	NEW	$4,006,973	NEW	1.04%
HAL	Halliburton Co Energy	NEW	98,539	NEW	$3,842,035	NEW	1.00%
ELV	Elevance Health, Inc. Healthcare	NEW	12,983	NEW	$3,800,773	NEW	0.99%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	890	NEW	$3,747,184	NEW	0.97%
ISRG	Intuitive Surgical Inc Healthcare	Added	7,747	+7,169	$3,571,289	+990.9%	0.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	7,001	NEW	$3,441,201	NEW	0.89%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	28,493	-943	$3,380,124	−1.1%	0.88%
STT	State Street Corp Financial Services	NEW	26,445	NEW	$3,346,879	NEW	0.87%
GE	General Electric Co Industrials	Added	11,564	+1,223	$3,281,516	+3.0%	0.85%
LMT	Lockheed Martin Corp Industrials	NEW	5,421	NEW	$3,276,398	NEW	0.85%
BKR	Baker Hughes Co Energy	NEW	53,201	NEW	$3,247,921	NEW	0.84%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	9,798	NEW	$3,204,631	NEW	0.83%
SJM	J M SMUCKER Co Consumer Defensive	NEW	32,720	NEW	$3,155,516	NEW	0.82%
NU	Nu Holdings Ltd. Financial Services	Added	203,978	+182,419	$2,931,163	+712.2%	0.76%
NOW	ServiceNow, Inc. Technology	NEW	27,569	NEW	$2,882,338	NEW	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,815	+92	$2,804,950	+19.5%	0.73%
MCK	Mckesson Corp Healthcare	Added	3,230	+1,967	$2,795,112	+169.8%	0.73%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	42,971	NEW	$2,793,115	NEW	0.72%
AXP	American Express Co Financial Services	Added	9,075	+6,201	$2,745,006	+158.2%	0.71%
EXE	EXPAND ENERGY Corp Energy	NEW	24,964	NEW	$2,740,547	NEW	0.71%
ADBE	Adobe Inc. Technology	Added	11,220	+10,298	$2,727,357	+745.2%	0.71%
NVDA	Nvidia Corp Technology	Reduced	15,192	-8,594	$2,649,484	−40.3%	0.69%
PH	Parker-Hannifin Corp Industrials	Reduced	2,945	-60	$2,636,481	−0.2%	0.68%
GILD	Gilead Sciences, Inc. Healthcare	NEW	18,494	NEW	$2,577,508	NEW	0.67%
WTW	Willis Towers Watson PLC Financial Services	NEW	8,578	NEW	$2,493,624	NEW	0.65%
MMM	3M Co Industrials	NEW	16,371	NEW	$2,377,560	NEW	0.62%
TMUS	T-Mobile US, Inc. Communication Services	NEW	11,279	NEW	$2,368,928	NEW	0.61%
OMF	OneMain Holdings, Inc. Financial Services	NEW	43,863	NEW	$2,346,231	NEW	0.61%
TPR	Tapestry, Inc. Consumer Cyclical	NEW	16,482	NEW	$2,325,775	NEW	0.60%
VLO	Valero Energy Corp/Tx Energy	NEW	8,917	NEW	$2,203,212	NEW	0.57%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	5,595	NEW	$2,184,343	NEW	0.57%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	NEW	48,146	NEW	$2,181,013	NEW	0.57%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	NEW	10,961	NEW	$2,173,456	NEW	0.56%
OVV	Ovintiv Inc. Energy	Added	35,598	+30,604	$2,113,097	+979.7%	0.55%
AMT	American Tower Corp /Ma/ Real Estate	Added	12,242	+4,961	$2,112,724	+65.3%	0.55%
DASH	DoorDash, Inc. Consumer Cyclical	NEW	13,928	NEW	$2,091,289	NEW	0.54%
JPM	Jpmorgan Chase & Co Financial Services	NEW	7,097	NEW	$2,087,653	NEW	0.54%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	16,463	NEW	$2,078,947	NEW	0.54%
MTN	Vail Resorts Inc Consumer Cyclical	Added	16,123	+3,312	$2,068,903	+21.6%	0.54%
CYTK	Cytokinetics Inc Healthcare	Added	31,216	+25,648	$2,057,446	+481.5%	0.53%
SHEL	Shell plc Energy	NEW	22,103	NEW	$2,055,579	NEW	0.53%
ATI	Ati Inc Industrials	NEW	14,063	NEW	$2,045,603	NEW	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.