+54
New
54
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | HealthEquity Inc | 42226A107 | Mar 2026 | 224,032 | $18.7M | 4.66% | EC |
| 2 | Freshpet Inc | 358039105 | Mar 2026 | 304,991 | $18.0M | 4.47% | EC |
| 3 | PDF Solutions Inc | 693282105 | Mar 2026 | 480,226 | $15.7M | 3.91% | EC |
| 4 | RBC Bearings Inc | 75524B104 | Mar 2026 | 28,442 | $15.4M | 3.84% | EC |
| 5 | Casella Waste Systems Inc | 147448104 | Mar 2026 | 176,212 | $14.0M | 3.48% | EC |
| 6 | Kulicke & Soffa Industries Inc | 501242101 | Mar 2026 | 183,183 | $12.0M | 3.00% | EC |
| 7 | JOHNNIE O HOLDINGS, INC | 000000000 | Mar 2026 | 509,338 | $11.7M | 2.91% | EP |
| 8 | Fabrinet | 000000000 | Mar 2026 | 22,055 | $11.5M | 2.86% | EC |
| 9 | JFrog Ltd | 000000000 | Mar 2026 | 227,494 | $10.7M | 2.66% | EC |
| 10 | Camtek Ltd/Israel | 000000000 | Mar 2026 | 68,872 | $10.4M | 2.60% | EC |
| 11 | Esperion Therapeutics Inc | 29664W105 | Mar 2026 | 3,766,093 | $10.3M | 2.57% | EC |
| 12 | Procore Technologies Inc | 74275K108 | Mar 2026 | 178,586 | $10.2M | 2.53% | EC |
| 13 | Five Below Inc | 33829M101 | Mar 2026 | 43,178 | $9.9M | 2.45% | EC |
| 14 | Bank OZK | 06417N103 | Mar 2026 | 213,742 | $9.8M | 2.44% | EC |
| 15 | SiTime Corp | 82982T106 | Mar 2026 | 28,372 | $9.8M | 2.44% | EC |
| 16 | BE Semiconductor Industries NV | 000000000 | Mar 2026 | 45,709 | $9.8M | 2.44% | EC |
| 17 | Viking Therapeutics Inc | 92686J106 | Mar 2026 | 299,841 | $9.8M | 2.43% | EC |
| 18 | Loar Holdings Inc | 53947R105 | Mar 2026 | 167,976 | $9.6M | 2.39% | EC |
| 19 | Cerus Corp | 157085101 | Mar 2026 | 5,165,715 | $9.4M | 2.34% | EC |
| 20 | Shift4 Payments Inc | 82452J109 | Mar 2026 | 197,715 | $8.6M | 2.15% | EC |
| 21 | Ollie's Bargain Outlet Holdings Inc | 681116109 | Mar 2026 | 89,929 | $8.3M | 2.06% | EC |
| 22 | Dyne Therapeutics Inc | 26818M108 | Mar 2026 | 433,765 | $7.9M | 1.96% | EC |
| 23 | AtriCure Inc | 04963C209 | Mar 2026 | 274,958 | $7.8M | 1.95% | EC |
| 24 | Everus Construction Group Inc | 300426103 | Mar 2026 | 65,254 | $7.7M | 1.92% | EC |
| 25 | C4 Therapeutics Inc | 12529R107 | Mar 2026 | 2,649,322 | $7.0M | 1.73% | EC |
| 26 | Floor & Decor Holdings Inc | 339750101 | Mar 2026 | 133,533 | $6.8M | 1.69% | EC |
| 27 | Inspire Medical Systems Inc | 457730109 | Mar 2026 | 127,202 | $6.6M | 1.63% | EC |
| 28 | On Holding AG | 000000000 | Mar 2026 | 191,372 | $6.5M | 1.62% | EC |
| 29 | Repligen Corp | 759916109 | Mar 2026 | 54,540 | $6.4M | 1.60% | EC |
| 30 | Paymentus Holdings Inc | 70439P108 | Mar 2026 | 248,644 | $6.3M | 1.57% | EC |
| 31 | TransMedics Group Inc | 89377M109 | Mar 2026 | 61,798 | $6.1M | 1.53% | EC |
| 32 | Global-e Online Ltd | 000000000 | Mar 2026 | 198,893 | $6.1M | 1.53% | EC |
| 33 | Agilysys Inc | 00847J105 | Mar 2026 | 81,161 | $5.8M | 1.44% | EC |
| 34 | Artivion Inc | 228903100 | Mar 2026 | 152,486 | $5.6M | 1.39% | EC |
| 35 | Phathom Pharmaceuticals Inc | 71722W107 | Mar 2026 | 494,719 | $5.5M | 1.37% | EC |
| 36 | PROCEPT BioRobotics Corp | 74276L105 | Mar 2026 | 217,744 | $5.4M | 1.36% | EC |
| 37 | Dutch Bros Inc | 26701L100 | Mar 2026 | 100,718 | $5.1M | 1.27% | EC |
| 38 | Nova Ltd | 000000000 | Mar 2026 | 11,433 | $5.0M | 1.24% | EC |
| 39 | Trex Co Inc | 89531P105 | Mar 2026 | 136,163 | $5.0M | 1.23% | EC |
| 40 | Immatics NV | 000000000 | Mar 2026 | 454,537 | $4.5M | 1.11% | EC |
| 41 | Castle Biosciences Inc | 14843C105 | Mar 2026 | 171,643 | $4.2M | 1.05% | EC |
| 42 | MacroGenics Inc | 556099109 | Mar 2026 | 1,433,988 | $4.1M | 1.03% | EC |
| 43 | Goosehead Insurance Inc | 38267D109 | Mar 2026 | 94,758 | $4.0M | 1.01% | EC |
| 44 | Aquestive Therapeutics Inc | 03843E104 | Mar 2026 | 856,623 | $3.6M | 0.88% | EC |
| 45 | Balchem Corp | 057665200 | Mar 2026 | 20,847 | $3.5M | 0.88% | EC |
| 46 | Intellia Therapeutics Inc | 45826J105 | Mar 2026 | 255,347 | $3.3M | 0.81% | EC |
| 47 | Nkarta Inc | 65487U108 | Mar 2026 | 1,487,369 | $3.1M | 0.78% | EC |
| 48 | Pattern Group Inc | 70339W104 | Mar 2026 | 241,912 | $3.0M | 0.75% | EC |
| 49 | Arvinas Inc | 04335A105 | Mar 2026 | 275,252 | $2.9M | 0.73% | EC |
| 50 | Paylocity Holding Corp | 70438V106 | Mar 2026 | 24,946 | $2.7M | 0.67% | EC |
| 51 | C4 THERAPEUTICS, INC. CLASS B | 000000000 | Mar 2026 | 810,000 | $956K | 0.24% | DE |
| 52 | C4 THERAPEUTICS, INC. CLASS A | 000000000 | Mar 2026 | 810,000 | $624K | 0.16% | DE |
| 53 | Q2 Holdings Inc | 74736L109 | Mar 2026 | 12,023 | $569K | 0.14% | EC |
| 54 | SANGAMO THERAPEUTICS WTS | 000000000 | Mar 2026 | 3,026,385 | $182K | 0.05% | DE |