Aigen Investment Management, LP
Long book
$389.2M
Q1 2026
Positions
496
Top-10 weight
12%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
75%
of book per quarter
Strategy in plain words
auto-generated from filingsAigen Investment Management, LP is a quantitative fund whose holdings reflect models, not opinions, running a $389.2M US long book across 496 positions.
The portfolio is broadly diversified across 496 positions (top 10 only 12%). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: HOME DEPOT INC, SEMPRA, HUNTINGTON BANCSHARES INC, AIR PRODUCTS & CHEMICALS INC, VISA INC-CLASS A SHARES.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-1.6%
Q2 2024
+8.2%
Q3 2024
+1.2%
Q4 2024
-3.4%
Q1 2025
+7.9%
Q2 2025
+4.8%
Q3 2025
+1.8%
Q4 2025
-0.6%
Q1 2026
+10.3%
Sector allocation
Financials 17%
Industrials 16%
Technology 15%
Consumer discretionary 10%
Services media 7%
Healthcare 7%
Other 7%
Energy 7%
Long book by quarter
What does Aigen Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| HD HOME DEPOT INC | Consumer discretionary | 18.8K | $6.2M | 1.6% | +1014.3% |
| SRE SEMPRA | Utilities | 62.0K | $6.0M | 1.5% | New |
| HBAN HUNTINGTON BANCSHARES INC | Financials | 331.6K | $5.2M | 1.3% | +38.2% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 15.8K | $4.6M | 1.2% | New |
| V VISA INC-CLASS A SHARES | Services media | 15.0K | $4.5M | 1.2% | +2262.3% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 24.5K | $4.5M | 1.1% | New |
| FDX FEDEX CORP | Industrials | 12.0K | $4.3M | 1.1% | New |
| MA MASTERCARD INC - A | Services media | 8.1K | $4.1M | 1.0% | New |
| ADI ANALOG DEVICES INC | Technology | 12.6K | $4.0M | 1.0% | New |
| HAL HALLIBURTON CO | Energy | 98.5K | $3.8M | 1.0% | New |
| ELV ELEVANCE HEALTH INC | Financials | 13.0K | $3.8M | 1.0% | New |
| BKNG BOOKING HOLDINGS INC | Industrials | 890 | $3.7M | 1.0% | New |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 7.7K | $3.6M | 0.9% | +1240.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 7.0K | $3.4M | 0.9% | New |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 28.5K | $3.4M | 0.9% | -3.2% |
| STT STATE STREET CORP | Financials | 26.4K | $3.3M | 0.9% | New |
| GE GENERAL ELECTRIC | Industrials | 11.6K | $3.3M | 0.8% | +11.8% |
| LMT LOCKHEED MARTIN CORP | Industrials | 5.4K | $3.3M | 0.8% | New |
| BKR BAKER HUGHES CO | Industrials | 53.2K | $3.2M | 0.8% | New |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 9.8K | $3.2M | 0.8% | New |
| SJM JM SMUCKER CO/THE | Consumer staples | 32.7K | $3.2M | 0.8% | New |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 204.0K | $2.9M | 0.8% | +846.1% |
| NOW SERVICENOW INC | Technology | 27.6K | $2.9M | 0.7% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.8K | $2.8M | 0.7% | +3.4% |
| MCK MCKESSON CORP | Consumer discretionary | 3.2K | $2.8M | 0.7% | +155.7% |
| OXY OCCIDENTAL PETROLEUM CORP | Energy | 43.0K | $2.8M | 0.7% | New |
| AXP AMERICAN EXPRESS CO | Financials | 9.1K | $2.7M | 0.7% | +215.8% |
| EXE EXPAND ENERGY CORP | Energy | 25.0K | $2.7M | 0.7% | New |
| ADBE ADOBE INC | Technology | 11.2K | $2.7M | 0.7% | +1116.9% |
| NVDA NVIDIA CORP | Technology | 15.2K | $2.6M | 0.7% | -36.1% |
| PH PARKER HANNIFIN CORP | Industrials | 2.9K | $2.6M | 0.7% | -2.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 18.5K | $2.6M | 0.7% | New |
| WTW WILLIS TOWERS WATSON PLC | Financials | 8.6K | $2.5M | 0.6% | New |
| MMM 3M CO | Healthcare | 16.4K | $2.4M | 0.6% | New |
| TMUS T-MOBILE US INC | Communications | 11.3K | $2.4M | 0.6% | New |
| OMF ONEMAIN HOLDINGS INC | Financials | 43.9K | $2.3M | 0.6% | New |
| TPR TAPESTRY INC | Other | 16.5K | $2.3M | 0.6% | New |
| VLO VALERO ENERGY CORP | Energy | 8.9K | $2.2M | 0.6% | New |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 5.6K | $2.2M | 0.6% | New |
| TSCO TRACTOR SUPPLY COMPANY | Consumer discretionary | 48.1K | $2.2M | 0.6% | New |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 11.0K | $2.2M | 0.6% | New |
| OVV OVINTIV INC | Energy | 35.6K | $2.1M | 0.5% | +612.8% |
| DASH DOORDASH INC - A | Services media | 13.9K | $2.1M | 0.5% | New |
| JPM JPMORGAN CHASE & CO | Financials | 7.1K | $2.1M | 0.5% | New |
| ABNB AIRBNB INC-CLASS A | Services media | 16.5K | $2.1M | 0.5% | New |
| MTN VAIL RESORTS INC | Services media | 16.1K | $2.1M | 0.5% | +25.9% |
| CYTK CYTOKINETICS INC | Healthcare | 31.2K | $2.1M | 0.5% | +460.6% |
| ATI ATI INC | Industrials | 14.1K | $2.0M | 0.5% | New |
| SSNC SS&C TECHNOLOGIES HOLDINGS | Technology | 29.9K | $2.0M | 0.5% | New |
| MTZ MASTEC INC | Industrials | 6.2K | $2.0M | 0.5% | +495.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 496 | $389.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 550 | $432.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 764 | $646.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 750 | $729.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 727 | $626.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 697 | $567.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 687 | $509.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 733 | $514.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 645 | $459.0M | canonical | SEC ↗ |
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