Aigen Investment Management, LP

CIK

1741224

Location

NEW YORK, NY

Portfolio Value

Small $385,107,639

Diversification

Diversified

Filing Date

Global Rank

#2,717 / 8,232 ▲ 4

Top Industry

Credit Services 5.4%

3Y Alpha vs SPY

-4.9%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.8%

SPY

+76.3%

Annualised alpha

-4.9%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

490 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

12.3%

−0.7 pts

HHI

Diversified+2

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	17.8%	$68,505,980	79
Technology	15.3%	$58,829,190	79
Consumer Cyclical	15.1%	$57,973,389	57
Industrials	12.7%	$49,069,085	65
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%	$12,263,880	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
VSCO	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 positions · $385,107,639 total · 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	1.57%
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	0.73%
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	0.62%
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%