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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $25.9B AUM 1,549 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 333 Added 448 Reduced 52 Exited
Page 14 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 21,745.0 $2.0M 0.01% +380.0 +1.8% $92.04 -9.7%
262 QS QUANTUMSCAPE CORP Consumer Cyclical 313,658.0 $2.0M 0.01% +147K +88.6% $6.38 +20.2%
263 DUOL DUOLINGO INC Technology 20,241.0 $2.0M 0.01% +8K +64.3% $98.57 +7.2%
264 STEP STEPSTONE GROUP INC Financial Services 41,802.0 $2.0M 0.01% +6K +16.6% $47.72 +9.0%
265 LNC LINCOLN NATL CORP IND Financial Services 56,083.0 $2.0M 0.01% +1K +1.9% $35.50 +1.4%
266 VNO VORNADO RLTY TR Real Estate 76,546.0 $2.0M 0.01% +12K +18.1% $25.99 +21.6%
267 HLNE HAMILTON LANE INC Financial Services 19,902.0 $2.0M 0.01% +3K +15.6% $99.40 -10.9%
268 SOUN SOUNDHOUND AI INC Technology 287,219.0 $2.0M 0.01% +100K +53.5% $6.87 +23.0%
269 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 10,075.0 $2.0M 0.01% +284.0 +2.9% $195.41 -5.1%
270 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 53,764.0 $2.0M 0.01% +2K +2.9% $36.39 +2.0%
271 MIR MIRION TECHNOLOGIES INC Industrials 104,747.0 $1.9M 0.01% +14K +15.9% $18.59 -5.3%
272 MMS MAXIMUS INC Industrials 30,026.0 $1.9M 0.01% +3K +9.9% $64.10 -4.2%
273 GALAXY DIGITAL INC. 103,973.0 $1.9M 0.01% +20K +23.3% $18.45
274 QLYS QUALYS INC Technology 21,792.0 $1.9M 0.01% +6K +40.0% $87.85 +14.5%
275 AVTR AVANTOR INC Healthcare 244,183.0 $1.9M 0.01% +2K +1.0% $7.84 +0.4%
276 CNNE CANNAE HLDGS INC Consumer Cyclical 167,331.0 $1.9M 0.01% +25K +17.5% $11.37 +19.1%
277 RGTI RIGETTI COMPUTING INC Technology 135,478.0 $1.9M 0.01% +23K +20.4% $14.04 +20.2%
278 MZTI MARZETTI COMPANY Consumer Defensive 13,738.0 $1.9M 0.01% +1K +8.4% $138.33 -18.5%
279 CVLT COMMVAULT SYS INC Technology 24,355.0 $1.9M 0.01% +7K +38.4% $77.89 +36.1%
280 MMSI MERIT MED SYS INC Healthcare 27,480.0 $1.9M 0.01% +2K +7.2% $68.93 -7.7%
Page 14 of 17  ·  333 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.9%
Financial Services 11.9%
Consumer Cyclical 10.1%
Communication Services 9.6%
Healthcare 9.5%
Industrials 9.2%
Consumer Defensive 5.0%
Real Estate 4.9%
Energy 4.2%
Utilities 2.7%