ACH
ArrowMark Colorado Holdings Portfolio holdings
AUM
$5.55B
1-Year Est. Return
17.42%
1 Year Est. Return
+17.42%
AUM
$5.55B
AUM Growth
-$622M
(-10%)
Holding
323
Top Buys
| 1 | +$72.7M | |
| 2 | +$59.8M | |
| 3 | +$28.9M | |
| 4 |
Deckers Outdoor
DECK
|
+$27.2M |
| 5 |
HNGE
Hinge Health
HNGE
|
+$25.6M |
Top Sells
| 1 | +$76.1M | |
| 2 | +$53.2M | |
| 3 | +$53.1M | |
| 4 |
nCino
NCNO
|
+$52.6M |
| 5 |
WAY
Waystar Holding Corp
WAY
|
+$51M |
Sector Composition
| 1 | Healthcare | 26.19% |
| 2 | Technology | 21.89% |
| 3 | Industrials | 18.18% |
| 4 | Consumer Discretionary | 13.32% |
| 5 | Financials | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
CarGurus
CARG
$3.49B
| $125M | 2.26% |
3,743,449
-923,553
|
|
||
2
RB Global
RBA
$19.5B
| $123M | 2.21% |
1,153,769
-716,846
|
|
||
3
Trimble
TRMB
$18.8B
| $115M | 2.06% |
1,507,829
-410,969
|
|
||
4
Alight
ALIT
$1.59B
| $100M | 1.81% |
17,720,860
-2,468,670
|
|
||
5
Churchill Downs
CHDN
$6.08B
| $94M | 1.69% |
930,481
-288,037
|
|
||
6
Certara
CERT
$1.94B
| $92.3M | 1.66% |
7,889,429
+387,768
|
|
||
7
Cheniere Energy
LNG
$49.6B
| $90.2M | 1.62% |
370,443
-25
|
|
||
8
Sprout Social
SPT
$670M
| $90M | 1.62% |
4,302,732
+935,639
|
|
||
9
Federal Signal
FSS
$7.29B
| $89.4M | 1.61% |
840,432
-315,528
|
|
||
|
WAY
10
Waystar Holding Corp
WAY
$6.96B
| $86.4M | 1.56% |
2,113,716
-1,248,768
|
|
||
11
Kirby Corp
KEX
$4.74B
| $83.9M | 1.51% |
740,087
-132,020
|
|
||
12
GlobalFoundries
GFS
$19.7B
| $82.1M | 1.48% |
2,149,449
-149,208
|
|
||
13
Align Technology
ALGN
$9.41B
| $80M | 1.44% |
422,463
+315,644
|
|
||
14
Doximity
DOCS
$12.8B
| $79.2M | 1.43% |
1,290,483
+64,557
|
|
||
15
ACV Auctions
ACVA
$1.5B
| $78.9M | 1.42% |
4,861,403
-455,219
|
|
||
16
Euronet Worldwide
EEFT
$3.4B
| $78.7M | 1.42% |
775,819
-422,507
|
|
||
17
Dynatrace
DT
$14.4B
| $78.6M | 1.42% |
1,424,071
-376,969
|
|
||
18
Alkami Technology
ALKT
$2.39B
| $74.7M | 1.35% |
2,478,256
+957,747
|
|
||
19
Steris
STE
$23.3B
| $74.3M | 1.34% |
309,366
-125,891
|
|
||
20
Sensata Technologies
ST
$4.68B
| $73.1M | 1.32% |
2,428,056
-1,208,309
|
|
||
21
DraftKings
DKNG
$17.7B
| $72.7M | 1.31% |
+1,695,747
|
|
||
22
Vistra
VST
$73.5B
| $72.2M | 1.3% |
372,757
-13,430
|
|
||
23
Remitly
RELY
$3.21B
| $71M | 1.28% |
3,782,671
-569,724
|
|
||
24
Veracyte
VCYT
$2.79B
| $69.7M | 1.26% |
2,578,823
-647,850
|
|
||
25
Viper Energy
VNOM
$6.24B
| $69.4M | 1.25% |
1,819,489
-372,552
|
|