FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 351173 · View on SEC EDGAR ↗
- Portfolio value
- $10.7B
- Positions
- 300
- As of
- June 30, 2026
Portfolio value QoQ: +10.3% 13F does not disclose cash
- Top 10 holdings weight
- 14.48%
- Top 25 holdings weight
- 28.01%
- Positions above 1%
- 11
- Effective number of positions
- 155.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 19.14% Est. buys $1,957,655,639 · sells $2,993,385,154
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 68.5% still held
- New positions
- 33
- Increased
- 96
- Decreased
- 171
- Closed
- 24
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +25.8% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.3% · Options excluded: 0.0%
Sector breakdown
Full portfolio 300 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| FTAI FTAI Aviation Ltd. - Common Stock | $320,170,153 | 2.98% | 1,183,492 | $59,928,772 | Up ×1 | ||
| GVA Granite Construction Incorporated Common Stock | $176,872,715 | 1.65% | 1,118,881 | $34,486,910 | Down ×4 | ||
| ALK Alaska Air Group, Inc. Common Stock | $176,678,385 | 1.65% | 3,384,643 | $52,597,865 | Up ×5 | ||
| AAOI Applied Optoelectronics, Inc. - Common Stock | $144,503,042 | 1.35% | 975,318 | $120,467,132 | Up ×1 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $134,354,286 | 1.25% | 1,136,573 | $15,304,377 | Up ×2 | ||
| ASH Ashland Inc. Common Stock | $131,773,923 | 1.23% | 1,999,908 | $25,409,306 | Up ×3 | ||
| LSCC Lattice Semiconductor Corporation - Common Stock | $125,709,914 | 1.17% | 821,848 | $69,560,604 | Up ×1 | ||
| BPOP Popular, Inc. - Common Stock | $119,067,801 | 1.11% | 725,227 | $11,606,991 | Down ×4 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $112,223,606 | 1.05% | 334,098 | $59,765,384 | Up ×1 | ||
| UTHR United Therapeutics Corporation - Common Stock | $112,054,808 | 1.04% | 206,808 | $-37,792,477 | Down ×1 | ||
| KNX Knight-Swift Transportation Holdings Inc. | $109,871,061 | 1.02% | 1,410,955 | $-10,272,151 | Down ×1 | ||
| EXP Eagle Materials Inc Common Stock | $103,189,780 | 0.96% | 458,621 | $-12,498,634 | Down ×1 | ||
| LRN Stride, Inc. Common Stock | $102,773,099 | 0.96% | 1,191,710 | $-33,827,870 | Down ×1 | ||
| XPO XPO, Inc. Common Stock | $102,563,111 | 0.96% | 499,601 | $-24,297,727 | Down ×6 | ||
| BBIO BridgeBio Pharma, Inc. - Common Stock | $102,265,291 | 0.95% | 1,373,057 | $31,125,028 | Up ×4 | ||
| LBRT Liberty Energy Inc. Class A common stock | $97,444,254 | 0.91% | 3,720,666 | $25,610,646 | Up ×2 | ||
| SANM Sanmina Corporation - Common Stock | $95,692,357 | 0.89% | 378,111 | $13,061,433 | Down ×4 | ||
| UCTT Ultra Clean Holdings, Inc. - Common Stock | $95,183,387 | 0.89% | 667,532 | $-15,960,289 | Down ×2 | ||
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | $95,092,590 | 0.89% | 2,847,936 | $49,187,330 | Up ×4 | ||
| PODD Insulet Corporation - Common Stock | $94,776,509 | 0.88% | 622,506 | $58,576,312 | Up ×3 | ||
| MOD Modine Manufacturing Company Common Stock | $91,819,607 | 0.86% | 343,868 | $47,602,326 | Up ×2 | ||
| FLS Flowserve Corporation Common Stock | $91,460,894 | 0.85% | 1,233,291 | $57,466,342 | Up ×3 | ||
| KEX Kirby Corporation Common Stock | $90,631,405 | 0.84% | 666,554 | $5,012,985 | Up ×3 | ||
| ALGT Allegiant Travel Company - Common Stock | $90,004,856 | 0.84% | 765,347 | $41,282,367 | Up ×2 | ||
| PSTG Everpure, Inc. Class A common stock | $88,247,971 | 0.82% | 1,120,040 | $32,483,415 | Up ×6 | ||
| AMTM Amentum Holdings, Inc. Common Stock | $85,655,891 | 0.80% | 4,143,971 | $-42,923,997 | Down ×2 | ||
| KYMR Kymera Therapeutics, Inc. - Common Stock | $84,955,104 | 0.79% | 740,866 | $21,667,364 | Down ×1 | ||
| INSM Insmed Incorporated - Common Stock | $84,788,663 | 0.79% | 795,242 | $8,006,052 | Up ×2 | ||
| ATI ATI Inc. Common Stock | $82,775,691 | 0.77% | 419,968 | $-18,234,913 | Down ×6 | ||
| RNST Renasant Corporation Common Stock | $75,676,661 | 0.71% | 1,778,953 | $14,157,640 | Up ×1 | ||
| ALAB Astera Labs, Inc. - Common Stock | $74,675,474 | 0.70% | 154,601 | $-752,700 | Down ×2 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $74,290,271 | 0.69% | 233,963 | $8,715,152 | Down ×1 | ||
| PVLA Palvella Therapeutics, Inc. - Common Stock | $73,175,272 | 0.68% | 478,833 | $26,551,811 | Up ×1 | ||
| DT Dynatrace, Inc. Common Stock | $71,818,625 | 0.67% | 1,635,587 | Up ×1 | |||
| INDI indie Semiconductor, Inc. - Class A Common Stock | $71,454,618 | 0.67% | 15,914,169 | $9,482,214 | Down ×1 | ||
| ADC Agree Realty Corporation Common Stock | $71,423,199 | 0.67% | 943,005 | $-11,599,278 | Down ×1 | ||
| LUNR Intuitive Machines, Inc. - Class A Common Stock | $67,879,752 | 0.63% | 3,173,434 | $2,663,643 | Down ×1 | ||
| JAZZ Jazz Pharmaceuticals plc - Ordinary Shares | $66,815,854 | 0.62% | 277,279 | $-30,976,733 | Down ×1 | ||
| SAIA Saia, Inc. - Common Stock | $63,796,150 | 0.59% | 151,477 | $-309,603 | Down ×2 | ||
| ENTG Entegris, Inc. - Common Stock | $63,301,760 | 0.59% | 351,950 | $-25,179,994 | Down ×3 | ||
| FBP First BanCorp. New Common Stock | $63,148,454 | 0.59% | 2,422,265 | $697,420 | Down ×3 | ||
| CRCL Circle Internet Group, Inc. Class A Common Stock | $62,929,568 | 0.59% | 1,004,783 | $-84,779,465 | Down ×1 | ||
| HUBB Hubbell Inc Common Stock | $62,782,657 | 0.59% | 119,997 | $50,480,828 | Up ×1 | ||
| AXSM Axsome Therapeutics, Inc. - Common Stock | $62,240,116 | 0.58% | 254,280 | $27,917,901 | Up ×4 | ||
| FLEX Flex Ltd. - Ordinary Shares | $61,932,675 | 0.58% | 382,135 | $38,263,236 | Up ×2 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $61,811,710 | 0.58% | 384,593 | $-2,380,284 | Down ×2 | ||
| TDW Tidewater Inc. Common Stock | $59,620,257 | 0.56% | 894,796 | $-30,011,598 | Down ×1 | ||
| ATMU Atmus Filtration Technologies Inc. Common Stock | $59,042,838 | 0.55% | 1,157,930 | $16,906,952 | Up ×5 | ||
| JBL Jabil Inc. Common Stock | $58,665,019 | 0.55% | 152,187 | $14,882,032 | Down ×1 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $58,286,271 | 0.54% | 651,389 | $-12,558,219 | Down ×1 | ||
| SNOW Snowflake Inc. Common Stock | $57,628,726 | 0.54% | 226,439 | $46,873,903 | Up ×1 | ||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $57,269,301 | 0.53% | 3,070,740 | $33,477,397 | Up ×2 | ||
| GENI Genius Sports Limited Ordinary Shares | $57,163,156 | 0.53% | 9,432,864 | $35,155,368 | Up ×1 | ||
| BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | $55,755,750 | 0.52% | 2,097,658 | $31,567,953 | Up ×2 | ||
| VERA Vera Therapeutics, Inc. - Class A Common Stock | $55,585,829 | 0.52% | 1,295,405 | $33,399,266 | Up ×2 | ||
| URGN UroGen Pharma Ltd. - Ordinary Shares | $55,514,521 | 0.52% | 1,508,547 | $31,886,779 | Up ×2 | ||
| MKSI MKS Inc. - Common Stock | $53,653,842 | 0.50% | 120,625 | $16,597,034 | Down ×3 | ||
| GTX Garrett Motion Inc. - Common Stock | $53,142,925 | 0.50% | 1,466,821 | $4,535,758 | Down ×1 | ||
| ELAN Elanco Animal Health Incorporated Common Stock | $52,629,706 | 0.49% | 2,138,550 | $-3,905,531 | Down ×3 | ||
| EBC Eastern Bankshares, Inc. - Common Stock | $51,864,172 | 0.48% | 2,332,022 | $-3,691,950 | Down ×3 | ||
| FAF First American Corporation (New) Common Stock | $51,380,588 | 0.48% | 749,097 | $-1,723,072 | Down ×1 | ||
| APG APi Group Corporation Common Stock | $50,982,243 | 0.48% | 1,203,831 | $28,825,623 | Up ×1 | ||
| STAG Stag Industrial, Inc. Common Stock | $50,689,892 | 0.47% | 1,331,842 | $-3,456,617 | Down ×1 | ||
| WFRD Weatherford International plc - Ordinary shares | $50,317,287 | 0.47% | 617,390 | $-18,300,199 | Down ×1 | ||
| AIR AAR Corp. Common Stock | $50,088,598 | 0.47% | 350,441 | $3,328,702 | Down ×2 | ||
| CRS Carpenter Technology Corporation Common Stock | $49,648,291 | 0.46% | 80,488 | $10,574,660 | Down ×6 | ||
| PRDO Perdoceo Education Corporation - Common Stock | $49,524,201 | 0.46% | 1,547,631 | $-19,202,137 | Down ×2 | ||
| ACHC Acadia Healthcare Company, Inc. - Common Stock | $49,399,461 | 0.46% | 1,672,857 | $35,944,528 | Up ×1 | ||
| CGNX Cognex Corporation - Common Stock | $48,491,576 | 0.45% | 669,588 | $14,497,450 | Down ×1 | ||
| FR First Industrial Realty Trust, Inc. Common Stock | $48,360,838 | 0.45% | 788,792 | $-6,386,377 | Down ×5 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $47,428,219 | 0.44% | 182,164 | $36,402,467 | Up ×1 | ||
| NTRA Natera, Inc. - Common Stock | $47,109,261 | 0.44% | 173,547 | $-11,757,172 | Down ×2 | ||
| PRIM Primoris Services Corporation Common Stock | $46,463,733 | 0.43% | 468,762 | Up ×1 | |||
| AR Antero Resources Corporation Common Stock | $46,318,139 | 0.43% | 1,318,103 | $-10,943,479 | Down ×1 | ||
| FICO Fair Isaac Corporation Common Stock | $45,733,789 | 0.43% | 38,278 | $12,137,238 | Up ×3 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $45,235,122 | 0.42% | 32,723 | $-41,903,417 | Down ×3 | ||
| TFIN TFIN | $44,590,452 | 0.42% | 584,333 | $6,123,081 | Down ×2 | ||
| DAR Darling Ingredients Inc. Common Stock | $43,360,948 | 0.40% | 793,866 | $-108,522,090 | Down ×4 | ||
| SARO StandardAero, Inc. Common Stock | $43,349,563 | 0.40% | 1,449,333 | Up ×1 | |||
| VOYG Voyager Technologies, Inc. Class A Common Stock | $43,313,482 | 0.40% | 1,343,054 | $14,609,579 | Up ×2 | ||
| SNX TD SYNNEX Corporation Common Stock | $43,291,168 | 0.40% | 161,933 | $-6,188,438 | Down ×3 | ||
| CHE Chemed Corp | $42,180,768 | 0.39% | 90,567 | $18,486,665 | Up ×1 | ||
| MDU MDU Resources Group, Inc. Common Stock (Holding Company) | $42,158,396 | 0.39% | 1,987,666 | $-9,777,299 | Down ×3 | ||
| RRX Regal Rexnord Corporation Common Stock | $42,082,226 | 0.39% | 176,675 | $1,276,483 | Down ×4 | ||
| PGY Pagaya Technologies Ltd. - Class A Ordinary Shares | $41,909,610 | 0.39% | 2,296,417 | $39,618,102 | Up ×1 | ||
| ACVA ACV Auctions Inc. Class A Common Stock | $41,800,215 | 0.39% | 5,813,660 | $25,139,895 | Up ×3 | ||
| KBR KBR, Inc. Common Stock | $41,645,338 | 0.39% | 1,206,062 | $-11,215,399 | Down ×1 | ||
| RYZ Ryerson Holding Corporation Common Stock | $41,428,676 | 0.39% | 1,683,408 | $7,325,113 | Up ×3 | ||
| ERO Ero Copper Corp. Common Shares | $41,196,685 | 0.38% | 1,540,063 | $7,833,929 | Up ×3 | ||
| NSIT Insight Enterprises, Inc. - Common Stock | $41,130,155 | 0.38% | 337,686 | $7,269,265 | Down ×1 | ||
| WSFS WSFS Financial Corporation - Common Stock | $41,064,285 | 0.38% | 535,179 | $-3,153,683 | Down ×3 | ||
| TER Teradyne, Inc. - Common Stock | $40,914,859 | 0.38% | 84,563 | $-13,397,870 | Down ×3 | ||
| GPOR Gulfport Energy Corporation Common Shares | $40,862,036 | 0.38% | 240,790 | $-6,095,667 | Up ×1 | ||
| SBCF Seacoast Banking Corporation of Florida - Common Stock | $40,823,388 | 0.38% | 1,227,771 | $10,556,218 | Up ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $40,658,973 | 0.38% | 149,509 | $30,123,474 | Up ×1 | ||
| NET Cloudflare, Inc. Class A Common Stock | $40,572,991 | 0.38% | 165,415 | $8,115,915 | Up ×1 | ||
| APGE Apogee Therapeutics, Inc. - Common Stock | $40,315,285 | 0.38% | 303,739 | $-49,282,231 | Down ×1 | ||
| LMND Lemonade, Inc. Common Stock | $39,668,797 | 0.37% | 609,820 | $-2,476,182 | Down ×1 | ||
| IRT Independence Realty Trust, Inc. Common Stock | $39,667,784 | 0.37% | 2,376,740 | $-3,062,341 | Down ×4 | ||
| PWR Quanta Services, Inc. Common Stock | $38,931,969 | 0.36% | 54,069 | $7,694,281 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ALK | $176,678,385 | 1.65% | up ×5 |
| ASH | $131,773,923 | 1.23% | up ×3 |
| BBIO | $102,265,291 | 0.95% | up ×4 |
| RARE | $95,092,590 | 0.89% | up ×4 |
| PODD | $94,776,509 | 0.88% | up ×3 |
| FLS | $91,460,894 | 0.85% | up ×3 |
| KEX | $90,631,405 | 0.84% | up ×3 |
| PSTG | $88,247,971 | 0.82% | up ×6 |
| AXSM | $62,240,116 | 0.58% | up ×4 |
| ATMU | $59,042,838 | 0.55% | up ×5 |
| FICO | $45,733,789 | 0.43% | up ×3 |
| ACVA | $41,800,215 | 0.39% | up ×3 |
| RYZ | $41,428,676 | 0.39% | up ×3 |
| ERO | $41,196,685 | 0.38% | up ×3 |
| FIP | $38,315,748 | 0.36% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DT | $71,818,625 | 1,635,587 | 0.67% |
| PRIM | $46,463,733 | 468,762 | 0.43% |
| SARO | $43,349,563 | 1,449,333 | 0.40% |
| ALKS | $34,557,740 | 659,562 | 0.32% |
| ETOR | $32,840,490 | 832,037 | 0.31% |
| ST | $31,402,990 | 657,792 | 0.29% |
| MANE | $31,334,455 | 254,876 | 0.29% |
| UAMY | $31,197,846 | 4,297,224 | 0.29% |
| MOH | $29,378,573 | 128,459 | 0.27% |
| HALO | $26,812,936 | 342,570 | 0.25% |
| SXI | $26,417,943 | 73,861 | 0.25% |
| UMAC | $26,058,509 | 1,168,543 | 0.24% |
| CLYM | $25,284,808 | 1,939,019 | 0.24% |
| PRCH | $23,273,693 | 1,547,453 | 0.22% |
| NBIS | $21,630,187 | 78,322 | 0.20% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DAR | Trimmed | -1.7M | -$108.5M |
| CRCL | Trimmed | -543K | -$84.8M |
| LSCC | Bought more | +217K | +$69.6M |
| FTAI | Bought more | +121K | +$59.9M |
| MDB | Bought more | +120K | +$59.8M |
| PODD | Bought more | +450K | +$58.6M |
| FLS | Bought more | +771K | +$57.5M |
| ALK | Bought more | +11K | +$52.6M |
| APGE | Trimmed | -761K | -$49.3M |
| RARE | Bought more | +657K | +$49.2M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BECN | June 30, 2025 | 1,405,443 | $173,853,351 | No longer tracked |
| DBRG | Dec. 31, 2025 | 6,455,013 | $75,523,656 | 3.7% |
| MRC | Sept. 30, 2025 | 4,453,159 | $61,052,805 | No longer tracked |
| PNFP | Sept. 30, 2025 | 528,987 | $58,405,445 | 8.3% |
| COIN | March 31, 2025 | 218,271 | $54,196,689 | -1.0% |
| BWA | March 31, 2025 | 1,702,333 | $54,117,164 | 129.6% |
| MRVL | June 30, 2026 | 540,979 | $53,583,970 | -18.3% |
| WBS | March 31, 2026 | 800,420 | $50,378,435 | 11.7% |
| PLTR | Sept. 30, 2025 | 359,925 | $49,064,976 | -4.3% |
| U | March 31, 2026 | 1,050,468 | $46,399,164 | 113.1% |
| GTLS | Sept. 30, 2025 | 259,101 | $42,661,049 | No longer tracked |
| CSGP | Dec. 31, 2025 | 490,623 | $41,393,863 | -50.2% |
| NUVL | June 30, 2026 | 395,546 | $40,523,686 | No longer tracked |
| DIOD | June 30, 2026 | 592,499 | $40,443,982 | -15.3% |
| HUBS | Dec. 31, 2025 | 84,100 | $39,341,830 | -40.1% |
| LXPXXXX | Dec. 31, 2025 | 3,988,180 | $35,734,093 | No longer tracked |
| BILL | March 31, 2026 | 641,710 | $34,998,881 | 23.9% |
| TREX | Dec. 31, 2025 | 639,397 | $33,037,652 | 33.9% |
| CRWD | March 31, 2025 | 85,241 | $29,166,061 | -43.9% |
| QDEL | June 30, 2026 | 1,752,613 | $28,795,432 | -20.0% |
| FMC | Dec. 31, 2025 | 790,217 | $26,574,998 | -21.3% |
| JBHT | March 31, 2025 | 154,224 | $26,319,868 | 82.4% |
| FTNT | Dec. 31, 2025 | 308,839 | $25,967,183 | 91.0% |
| SWK | March 31, 2025 | 322,629 | $25,903,867 | 28.3% |
| LNTH | Sept. 30, 2025 | 315,513 | $25,827,914 | 95.9% |
| SKX | June 30, 2025 | 412,792 | $23,438,330 | No longer tracked |
| DPZ | June 30, 2026 | 62,733 | $22,507,973 | 13.1% |
| CTSH | Sept. 30, 2025 | 276,257 | $21,556,334 | -8.7% |
| SM | Dec. 31, 2025 | 796,947 | $19,899,767 | 102.6% |
| HOLX | June 30, 2025 | 317,342 | $19,602,215 | No longer tracked |
| FARO | Sept. 30, 2025 | 404,388 | $17,760,721 | No longer tracked |
| ONON | March 31, 2026 | 365,478 | $16,987,417 | -10.0% |
| ECG | June 30, 2026 | 143,499 | $16,941,492 | -22.8% |
| VKTX | Sept. 30, 2025 | 638,204 | $16,912,398 | 31.5% |
| ANET | June 30, 2026 | 136,947 | $16,814,353 | 8.2% |
| STRL | Dec. 31, 2025 | 48,514 | $16,479,236 | 70.3% |
| TSCO | June 30, 2026 | 362,574 | $16,424,602 | 10.4% |
| MBLY | June 30, 2025 | 1,130,016 | $16,266,580 | -48.9% |
| APO | Dec. 31, 2025 | 120,732 | $16,089,954 | -8.3% |
| GMS | Sept. 30, 2025 | 145,107 | $15,780,386 | No longer tracked |
| APH | June 30, 2026 | 124,757 | $15,763,047 | -12.9% |
| AESI | March 31, 2026 | 1,655,363 | $15,593,519 | 2.7% |
| FLYW | March 31, 2026 | 1,098,194 | $15,550,427 | 63.0% |
| PJT | Dec. 31, 2025 | 86,495 | $15,372,756 | 3.3% |
| MGNI | March 31, 2026 | 944,701 | $15,332,489 | 97.9% |
| AZEK | June 30, 2025 | 301,082 | $14,719,910 | No longer tracked |
| HAIN | June 30, 2025 | 3,540,747 | $14,694,100 | -59.6% |
| RMD | June 30, 2026 | 65,224 | $14,641,484 | 18.2% |
| MXL | March 31, 2026 | 819,504 | $14,283,958 | 279.5% |
| POR | June 30, 2025 | 314,873 | $14,043,336 | 24.5% |
| WOLF | March 31, 2025 | 2,050,778 | $13,658,181 | |
| EXAS | Dec. 31, 2025 | 246,546 | $13,488,511 | No longer tracked |
| TEM | Dec. 31, 2025 | 164,850 | $13,305,044 | 12.4% |
| CZR | June 30, 2026 | 503,396 | $13,304,746 | -1.9% |
| BYD | March 31, 2025 | 182,809 | $13,260,989 | 24.5% |
| INSP | March 31, 2026 | 142,007 | $13,097,332 | 19.6% |
| BWXT | March 31, 2026 | 70,868 | $12,248,863 | -21.8% |
| HL | Sept. 30, 2025 | 2,029,623 | $12,157,442 | 69.5% |
| CHEF | March 31, 2025 | 243,970 | $12,032,600 | 96.6% |
| KLAC | June 30, 2026 | 8,099 | $11,925,049 | -38.3% |
| LULU | June 30, 2026 | 77,472 | $11,860,963 | 3.0% |
| ESTC | Dec. 31, 2025 | 139,717 | $11,804,680 | 16.6% |
| CURB | Sept. 30, 2025 | 504,951 | $11,528,031 | 33.9% |
| MTZ | Dec. 31, 2025 | 53,702 | $11,428,346 | 24.1% |
| PAYC | March 31, 2026 | 68,904 | $10,980,603 | 83.4% |
| GBX | Dec. 31, 2025 | 235,910 | $10,891,965 | -2.2% |
| REXR | June 30, 2025 | 274,500 | $10,746,687 | 5.9% |
| DVN | March 31, 2026 | 279,196 | $10,226,961 | -1.8% |
| GPK | March 31, 2026 | 672,224 | $10,123,693 | 14.8% |
| CCJ | March 31, 2025 | 196,205 | $10,082,975 | 131.4% |
| SNCY | June 30, 2026 | 584,311 | $9,652,812 | No longer tracked |
| STVN | Sept. 30, 2025 | 394,944 | $9,648,482 | -15.1% |
| TYL | March 31, 2026 | 20,711 | $9,401,634 | 2.0% |
| SITC | June 30, 2025 | 724,774 | $9,306,098 | -73.2% |
| IT | June 30, 2025 | 21,825 | $9,160,826 | -51.9% |
| NDAQ | June 30, 2026 | 106,895 | $9,074,317 | 23.0% |
| SUM | March 31, 2025 | 178,241 | $9,019,014 | No longer tracked |
| WK | March 31, 2025 | 78,600 | $8,606,674 | 0.3% |
| GTM | Dec. 31, 2025 | 781,520 | $8,526,380 | -62.6% |
| APPN | Dec. 31, 2025 | 273,306 | $8,354,974 | 5.9% |
| BASE | March 31, 2025 | 535,406 | $8,346,980 | No longer tracked |
| KKR | March 31, 2026 | 65,002 | $8,286,455 | 18.3% |
| TWLO | March 31, 2026 | 56,555 | $8,044,383 | 75.7% |
| FN | Sept. 30, 2025 | 27,294 | $8,042,922 | 21.6% |
| MTCH | Sept. 30, 2025 | 260,095 | $8,034,335 | 12.4% |
| TTD | June 30, 2026 | 321,192 | $7,287,846 | -25.5% |
| SG | March 31, 2026 | 1,051,122 | $7,105,585 | 28.0% |
| EEFT | Sept. 30, 2025 | 69,841 | $7,080,480 | -21.1% |
| APP | March 31, 2026 | 10,496 | $7,072,415 | -20.5% |
| KTOS | March 31, 2026 | 91,909 | $6,976,847 | -17.3% |
| TOST | March 31, 2025 | 188,312 | $6,863,972 | 6.8% |
| IAS | Sept. 30, 2025 | 822,643 | $6,836,159 | No longer tracked |
| ROG | March 31, 2026 | 72,167 | $6,608,296 | 20.2% |
| GDYN | June 30, 2026 | 1,129,076 | $6,435,730 | 40.1% |
| CDW | March 31, 2026 | 46,667 | $6,356,045 | 15.1% |
| ACM | March 31, 2026 | 65,698 | $6,262,988 | -23.5% |
| NVCR | Dec. 31, 2025 | 481,349 | $6,219,029 | 40.6% |
| ZETA | March 31, 2026 | 293,526 | $5,973,254 | 78.4% |
| S | March 31, 2025 | 268,908 | $5,969,758 | 16.6% |
| ENVX | March 31, 2026 | 809,513 | $5,917,540 | -35.5% |
| ROST | June 30, 2026 | 26,507 | $5,742,211 | 8.7% |
| TPG | Dec. 31, 2025 | 97,915 | $5,625,230 | -16.9% |
| SLNO | March 31, 2026 | 119,695 | $5,541,899 | No longer tracked |
| PL | March 31, 2026 | 277,871 | $5,479,620 | -20.7% |
| BFAM | March 31, 2026 | 50,809 | $5,152,033 | -10.4% |
| ACHC | Dec. 31, 2025 | 183,959 | $4,554,814 | 95.3% |
| INCY | March 31, 2025 | 65,811 | $4,545,540 | 111.6% |
| KLC | March 31, 2026 | 1,041,978 | $4,501,346 | 33.4% |
| PAY | March 31, 2025 | 128,633 | $4,202,454 | 50.3% |
| GTLB | Sept. 30, 2025 | 78,658 | $3,548,262 | -6.9% |
| AMPH | June 30, 2025 | 119,628 | $3,468,005 | -6.9% |
| SGML | March 31, 2025 | 307,512 | $3,450,285 | 3.6% |
| SRPT | June 30, 2025 | 53,443 | $3,410,751 | 12.0% |
| SSYS | March 31, 2025 | 370,137 | $3,290,518 | -14.2% |
| VRDN | June 30, 2026 | 158,371 | $3,097,738 | 31.5% |
| INOD | March 31, 2026 | 59,534 | $3,033,257 | 65.0% |
| ASPN | Sept. 30, 2025 | 508,651 | $3,011,216 | -22.4% |
| HLIO | Sept. 30, 2025 | 84,085 | $2,805,916 | 43.6% |
| BPMC | Sept. 30, 2025 | 21,687 | $2,779,840 | No longer tracked |
| PENGXXXX | March 31, 2025 | 135,303 | $2,596,465 | No longer tracked |
| PATH | June 30, 2025 | 170,045 | $1,751,464 | 22.1% |
| EOLS | Dec. 31, 2025 | 270,506 | $1,660,907 | 26.0% |
| ALM | Dec. 31, 2025 | 230,623 | $1,390,657 | 83.7% |
| TOST | Dec. 31, 2025 | 34,227 | $1,249,628 | -0.3% |
| KD | March 31, 2026 | 32,219 | $855,737 | -5.6% |
| SHLS | June 30, 2026 | 97,840 | $643,786 | -21.6% |
| PSN | June 30, 2026 | 11,310 | $612,663 | -12.1% |
| CAVA | March 31, 2025 | 5,075 | $572,460 | -16.6% |
| CTRA | June 30, 2026 | 12,509 | $439,566 | No longer tracked |
| EA | Dec. 31, 2025 | 2,036 | $410,661 | No longer tracked |
| ALHC | June 30, 2026 | 18,820 | $331,608 | -45.2% |
| TFX | March 31, 2025 | 1,826 | $324,991 | -1.1% |
| CRBG | March 31, 2026 | 10,702 | $322,879 | 34.3% |
| CFLT | Dec. 31, 2025 | 14,837 | $293,773 | No longer tracked |
| EQR | March 31, 2026 | 4,609 | $290,551 | 7.6% |
| DOCU | Sept. 30, 2025 | 3,716 | $289,439 | -13.6% |
| LKQ | June 30, 2026 | 8,916 | $261,863 | -2.8% |
| ARE | June 30, 2025 | 2,494 | $230,720 | -30.3% |
| FIVE | March 31, 2025 | 2,080 | $218,317 | 221.8% |
| UHS | March 31, 2026 | 986 | $214,968 | -2.5% |
| WDC | March 31, 2025 | 3,419 | $203,875 | 1033.2% |
| VYX | March 31, 2025 | 12,588 | $174,218 | -21.6% |