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Livermore
Livermore
ZHEN

Numerai GP LLC

SEC CIK
0001668527
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
345
+34 vs. Q2 2024
Portfolio value
$375.1M
+$100.0M (+36.4%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Numerai GP LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS236,464$6.13M1.6%+236,464NewHistory
MYRGMyr Group Inc.COM59,302$6.06M1.6%+47,540+404.2%AddedHistory
UPSUnited Parcel Service IncStock41,871$5.71M1.5%+39,811+1,932.6%AddedHistory
ANETArista Networks, Inc.COM13,864$5.32M1.4%+9,751+237.1%AddedHistory
PIImpinj IncCOM22,637$4.90M1.3%+3,759+19.9%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM56,766$4.55M1.2%−2,683−4.5%ReducedHistory
PCARPaccar IncCOM44,643$4.41M1.2%+44,643NewHistory
JBLJabil IncStock36,631$4.39M1.2%+19,228+110.5%AddedHistory
SNOWSnowflake Inc.Stock37,936$4.36M1.2%+32,862+647.7%AddedHistory
IEXIdex CorpCOM19,342$4.15M1.1%−585−2.9%ReducedHistory
GRNDGrindr Inc.COM347,498$4.15M1.1%+288,643+490.4%AddedHistory
GPGIGPGI, Inc.COM CL A293,295$4.11M1.1%+293,295NewHistory
ONONOn Holding AGStock81,330$4.08M1.1%+13,188+19.4%AddedHistory
ELEstee Lauder Companies IncCL A39,221$3.91M1.0%+16,278+70.9%AddedHistory
FRSHFreshworks Inc.Stock333,072$3.82M1.0%+73,871+28.5%AddedHistory
CRDOCredo Technology Group Holding LtdStock123,976$3.82M1.0%+20,900+20.3%AddedHistory
AZOAutoZone IncCOM1,182$3.72M1.0%+1,182NewHistory
SGSweetgreen, Inc.COM CL A91,525$3.24M0.9%+30,280+49.4%AddedHistory
PFGCPerformance Food Group CoCOM41,333$3.24M0.9%+41,333NewHistory
IPGPIpg Photonics CorpCOM42,822$3.18M0.8%+10,473+32.4%AddedHistory
FTVFortive CorpStock39,364$3.11M0.8%+31,250+385.1%AddedHistory
EMREmerson Electric CoStock28,407$3.11M0.8%+28,407NewHistory
TMETencent Music Entertainment GroupSPON ADS255,686$3.08M0.8%+255,686NewHistory
HOODRobinhood Markets, Inc.Stock125,453$2.94M0.8%+108,601+644.4%AddedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS113,451$2.91M0.8%+113,451NewHistory
GOLDGold.com, Inc.COM65,729$2.90M0.8%+56,394+604.1%AddedHistory
ABNBAirbnb, Inc.Stock22,593$2.87M0.8%+22,593NewHistory
COMPCompass, Inc.CL A461,855$2.82M0.8%+211,087+84.2%AddedHistory
REAXReal REMAX Group Inc.COM NEW506,420$2.81M0.7%+506,420NewHistory
AXONAxon Enterprise, Inc.COM6,882$2.75M0.7%−5,220−43.1%ReducedHistory
NTRNutrien Ltd.COM56,386$2.71M0.7%+56,386NewHistory
ALGAlamo Group IncCOM14,765$2.66M0.7%+4,614+45.5%AddedHistory
FRPTFreshpet, Inc.Stock19,235$2.63M0.7%+9,822+104.3%AddedHistory
USNAUsana Health Sciences IncCOM67,732$2.57M0.7%+67,732NewHistory
Golden Ocean Group LtdG39637205SHS NEW191,802$2.57M0.7%−74,259−27.9%Reduced–
ASTEAstec Industries IncCOM80,284$2.56M0.7%+50,638+170.8%AddedHistory
GRBKGreen Brick Partners, Inc.COM30,552$2.55M0.7%+16,430+116.3%AddedHistory
LZLegalzoom.com, Inc.COM390,157$2.48M0.7%+390,157NewHistory
INVXInnovex International, Inc.COM167,349$2.46M0.7%+167,349NewHistory
MEIMethode Electronics IncCOM204,409$2.44M0.7%−49,239−19.4%ReducedHistory
AMBAAmbarella IncSHS42,726$2.41M0.6%−8,156−16.0%ReducedHistory
MXLMaxlinear, IncCOM166,083$2.40M0.6%+55,890+50.7%AddedHistory
SESea LtdSPONSORD ADS24,929$2.35M0.6%+19,343+346.3%AddedHistory
CMECME Group Inc.COM10,322$2.28M0.6%+1,428+16.1%AddedHistory
WBWEIBO CorpSPONSORED ADR220,803$2.23M0.6%+18,539+9.2%AddedHistory
CXMSprinklr, Inc.CL A280,741$2.17M0.6%+280,741NewHistory
TXG10x Genomics, Inc.CL A COM94,616$2.14M0.6%+48,057+103.2%AddedHistory
VTLEVital Energy, Inc.COM79,383$2.14M0.6%+79,383NewHistory
BRKRBruker CorpCOM30,880$2.13M0.6%+30,880NewHistory
CAVACava Group, Inc.COM17,160$2.13M0.6%+11+0.1%AddedHistory
RHIRobert Half Inc.COM31,349$2.11M0.6%+31,349NewHistory
FDSFactset Research Systems IncStock4,484$2.06M0.5%+4,484NewHistory
IRDMIridium Communications Inc.COM67,679$2.06M0.5%+39,235+137.9%AddedHistory
YOUClear Secure, Inc.COM CL A62,054$2.06M0.5%+62,054NewHistory
DLBDolby Laboratories, Inc.COM CL A26,653$2.04M0.5%+26,653NewHistory
TRUPTrupanion, Inc.COM48,020$2.02M0.5%−22,903−32.3%ReducedHistory
AVPTAvePoint, Inc.COM CL A169,665$2.00M0.5%+29,963+21.4%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A28,498$1.89M0.5%−19,016−40.0%ReducedHistory
TBITrueBlue, Inc.COM233,804$1.84M0.5%+95,232+68.7%AddedHistory
STNStantec IncCOM22,614$1.82M0.5%+22,614NewHistory
SMCISuper Micro Computer, Inc.COM4,340$1.81M0.5%+2,988+221.0%AddedHistory
DASHDoorDash, Inc.Stock12,444$1.78M0.5%+3,036+32.3%AddedHistory
OTEXOpen Text CorpCOM51,372$1.71M0.5%−56,693−52.5%ReducedHistory
SMTCSemtech CorpStock37,273$1.70M0.5%−4,014−9.7%ReducedHistory
EVEREverQuote, Inc.COM CL A78,868$1.66M0.4%+29,190+58.8%AddedHistory
VITLVital Farms, Inc.COM47,290$1.66M0.4%+753+1.6%AddedHistory
HLIOHelios Technologies, Inc.COM34,728$1.66M0.4%+21,125+155.3%AddedHistory
AXAxos Financial, Inc.COM26,230$1.65M0.4%+26,230NewHistory
RBLXRoblox CorpStock37,207$1.65M0.4%+37,207NewHistory
MNDYmonday.com Ltd.SHS5,847$1.62M0.4%+5,847NewHistory
HUMHumana IncStock5,086$1.61M0.4%+5,086NewHistory
AAAlcoa CorpStock41,688$1.61M0.4%+2,964+7.7%AddedHistory
NUENucor CorpCOM10,690$1.61M0.4%+6,614+162.3%AddedHistory
GIBCgi IncCL A13,962$1.61M0.4%+13,962NewHistory
FTNTFortinet, Inc.Stock20,483$1.59M0.4%+20,483NewHistory
HCSGHealthcare Services Group IncCOM140,104$1.56M0.4%−15,024−9.7%ReducedHistory
KOPKoppers Holdings Inc.COM42,001$1.53M0.4%+36,248+630.1%AddedHistory
APGAPi Group CorpCOM STK46,342$1.53M0.4%+39,784+606.6%AddedHistory
STLDSteel Dynamics IncCOM12,103$1.53M0.4%+12,103NewHistory
XRAYDentsply Sirona Inc.Stock56,043$1.52M0.4%+27,341+95.3%AddedHistory
HIMSHims & Hers Health, Inc.Stock82,205$1.51M0.4%+33,326+68.2%AddedHistory
INTCIntel CorpStock63,930$1.50M0.4%+63,930NewHistory
JBTMJBT Marel CorpCOM15,107$1.49M0.4%+12,875+576.8%AddedHistory
TNETTrinet Group, Inc.COM14,574$1.41M0.4%+14,574NewHistory
ASCArdmore Shipping CorpCOM75,028$1.36M0.4%+28,178+60.1%AddedHistory
OLOOlo Inc.CL A268,001$1.33M0.4%+31,686+13.4%AddedHistory
ATIAti IncStock19,844$1.33M0.4%+19,844NewHistory
RPDRapid7, Inc.COM32,325$1.29M0.3%+32,325NewHistory
ALHCAlignment Healthcare, Inc.COM108,662$1.28M0.3%+108,662NewHistory
HBMHudbay Minerals Inc.COM139,131$1.28M0.3%−148,251−51.6%ReducedHistory
MATWMatthews International CorpCL A55,083$1.28M0.3%+40,216+270.5%AddedHistory
MSMMSC Industrial Direct Co IncCL A14,807$1.27M0.3%+2,569+21.0%AddedHistory
POWIPower Integrations IncCOM19,866$1.27M0.3%+16,022+416.8%AddedHistory
BLBlackline, Inc.COM22,836$1.26M0.3%+8,077+54.7%AddedHistory
BURLBurlington Stores, Inc.COM4,774$1.26M0.3%+652+15.8%AddedHistory
LGTYLogility Supply Chain Solutions, IncCL A112,288$1.26M0.3%+21,750+24.0%AddedHistory
ESTCElastic N.V.ORD SHS16,238$1.25M0.3%+16,238NewHistory
ADTNADTRAN Holdings, Inc.COM208,914$1.24M0.3%−1,934−0.9%ReducedHistory
BCEBce IncCOM NEW35,260$1.23M0.3%+15,632+79.6%AddedHistory
SOCSable Offshore Corp.COM SHS51,508$1.22M0.3%+51,508NewHistory

Sold out since Q2 2024 (110)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 110 by value last quarter.

Positions of Numerai GP LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
PDDPDD Holdings Inc.SPONSORED ADS37,318$4.96M1.8%History
ACNAccenture plcStock12,266$3.72M1.4%History
BZKanzhun LtdSPONSORED ADS193,589$3.64M1.3%History
SLFSun Life Financial IncCOM68,524$3.36M1.2%History
TOSTToast, Inc.Stock106,477$2.74M1.0%History
CRWDCrowdStrike Holdings, Inc.Stock7,139$2.74M1.0%History
EPAMEPAM Systems, Inc.COM11,867$2.23M0.8%History
VICRVicor CorpCOM64,750$2.15M0.8%History
ROKRockwell Automation, IncStock5,970$1.64M0.6%History
NETCloudflare, Inc.CL A COM19,380$1.61M0.6%History
CLWClearwater Paper CorpCOM31,460$1.52M0.6%History
TENTsakos Energy Navigation LtdSHS47,610$1.39M0.5%History
FBMSFirst Bancshares IncCOM51,955$1.35M0.5%History
ERIIEnergy Recovery, Inc.COM98,254$1.31M0.5%History
AVNSAvanos Medical, Inc.Stock65,249$1.30M0.5%History
HIIHuntington Ingalls Industries, Inc.COM4,802$1.18M0.4%History
TFIITFI International Inc.COM7,613$1.11M0.4%History
AGNTAGNT, Inc.COM95,087$1.07M0.4%History
NFLXNetflix IncStock1,589$1.07M0.4%History
JBHTHunt J B Transport Services IncCOM6,263$1.00M0.4%History
PLOWDouglas Dynamics, IncCOM41,068$961.0K0.3%History
SJMJ M SMUCKER CoStock8,435$919.8K0.3%History
GLGlobe Life Inc.COM10,838$891.8K0.3%History
PATHUiPath, Inc.Stock69,284$878.5K0.3%History
SNEXStoneX Group Inc.COM11,441$861.6K0.3%History
MSCIMSCI Inc.Stock1,780$857.5K0.3%History
MKTXMarketaxess Holdings IncCOM4,244$851.0K0.3%History
PEverpure, Inc.CL A12,832$823.9K0.3%History
FSLYFastly, Inc.CL A105,855$780.2K0.3%History
CBSHCommerce Bancshares IncStock13,818$770.8K0.3%History
VTEXVtexSHS CL A104,722$760.3K0.3%History
APOGApogee Enterprises, Inc.COM11,751$738.4K0.3%History
FLFoot Locker, Inc.COM29,098$725.1K0.3%History
DCHDauch CorpCOM103,580$724.0K0.3%History
WWayfair Inc.CL A13,707$722.8K0.3%History
IONQIonQ, Inc.COM96,614$679.2K0.2%History
FBINFortune Brands Innovations, Inc.COM10,317$670.0K0.2%History
ASLEAerSale CorpCOM91,126$630.6K0.2%History
COLBColumbia Banking System, Inc.COM30,743$611.5K0.2%History
APPAppLovin CorpCOM CL A7,233$601.9K0.2%History
GTGoodyear Tire & Rubber CoCOM52,438$595.2K0.2%History
COOPMaverick Merger Sub 2, LLCCOM7,254$589.2K0.2%History
COINCoinbase Global, Inc.COM CL A2,588$575.1K0.2%History
BATRKAtlanta Braves Holdings, Inc.COM SER C14,039$553.7K0.2%History
KRNTKornit Digital Ltd.SHS36,464$533.8K0.2%History
CUBICustomers Bancorp, Inc.COM10,737$515.2K0.2%History
HFWAHeritage Financial CorpCOM28,218$508.8K0.2%History
SBLKStar Bulk Carriers Corp.SHS PAR20,770$506.4K0.2%History
OCOwens CorningStock2,899$503.6K0.2%History
ESGREnstar Group LTDSHS1,631$498.6K0.2%History
CENXCentury Aluminum CoCOM28,912$484.3K0.2%History
LYFTLyft, Inc.CL A COM34,320$483.9K0.2%History
CNMDCONMED CorpCOM6,515$451.6K0.2%History
HPQHP IncStock12,750$446.5K0.2%History
BRBRBellring Brands, Inc.Stock7,631$436.0K0.2%History
AONAon plcCL A1,426$418.6K0.2%History
GFSGLOBALFOUNDRIES Inc.Stock8,199$414.5K0.2%History
WDCWestern Digital CorpCOM5,408$409.8K0.1%History
CRGYCrescent Energy CoCL A COM34,243$405.8K0.1%History
AMEAmetek IncCOM2,425$404.3K0.1%History
CARRCarrier Global CorpStock6,234$393.2K0.1%History
CBUCommunity Financial System, Inc.COM8,238$388.9K0.1%History
CSGSCSG Systems International IncCOM9,399$387.0K0.1%History
BF.BBrown Forman CorpStock8,825$381.2K0.1%History
DKDelek US Holdings, Inc.COM15,125$374.5K0.1%History
NVSTEnvista Holdings CorpCOM21,415$356.1K0.1%History
AVDAmerican Vanguard CorpCOM41,185$354.2K0.1%History
TPGTPG Inc.COM CL A8,481$351.5K0.1%History
BIOBio-Rad Laboratories, Inc.CL A1,275$348.2K0.1%History
KNFKnife River CorpStock4,855$340.5K0.1%History
KEYKeycorpCOM22,503$319.8K0.1%History
GESGuess IncCOM15,427$314.7K0.1%History
SYBTStock Yards Bancorp, Inc.COM6,192$307.6K0.1%History
WEXWEX Inc.COM1,673$296.4K0.1%History
DHIHorton D R IncCOM2,068$291.4K0.1%History
AZEKAZEK Co Inc.CL A6,869$289.4K0.1%History
SASRSandy Spring Bancorp IncCOM11,827$288.1K0.1%History
CEVACeva IncCOM14,624$282.1K0.1%History
UFCSUnited Fire Group IncCOM12,844$276.0K0.1%History
OVVOvintiv Inc.COM5,883$275.7K0.1%History
GEGeneral Electric CoStock1,728$274.7K0.1%History
JBIJanus International Group, Inc.COMMON STOCK20,483$258.7K0.1%History
OMCLOmnicell, Inc.COM9,549$258.5K0.1%History
ARWArrow Electronics, Inc.COM1,992$240.6K0.1%History
TDOCTeladoc Health, Inc.COM24,133$236.0K0.1%History
ALLYAlly Financial Inc.Stock5,869$232.8K0.1%History
MSMorgan StanleyStock2,389$232.2K0.1%History
SITESiteOne Landscape Supply, Inc.COM1,910$231.9K0.1%History
SWKStanley Black & Decker, Inc.COM2,894$231.2K0.1%History
NXHNeighborhood Intelligence, Inc.COM17,643$230.8K0.1%History
MPWRMonolithic Power Systems, Inc.COM271$222.7K0.1%History
CBRLCracker Barrel Old Country Store, IncCOM5,079$214.1K0.1%History
HPHelmerich & Payne, Inc.COM5,798$209.5K0.1%History
HRMYHarmony Biosciences Holdings, Inc.COM6,867$207.2K0.1%History
FULFuller H B CoStock2,673$205.7K0.1%History
INDBIndependent Bank CorpCOM4,010$203.4K0.1%History
BRCCBRC Inc.COM CL A30,801$188.8K0.1%History
ATSGAir Transport Services Group, Inc.COM13,480$187.0K0.1%History
HAFNHafnia LtdORD SHS22,105$185.5K0.1%History
PERIPerion Network Ltd.SHS NEW20,460$170.8K0.1%History