Formula Growth’s STAAR Surgical STAA Stock Holding History

Formula Growth’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,200	Closed	-$180K	–	139
2025 Q1	$180K	Hold	10,200	–	–	0.07%	118
2024 Q4	$248K	Hold	10,200	–	–	0.08%	115
2024 Q3	$379K	Hold	10,200	–	–	0.13%	105
2024 Q2	$486K	Hold	10,200	–	–	0.18%	104
2024 Q1	$390K	Hold	10,200	–	–	0.12%	110
2023 Q4	$318K	Hold	10,200	–	–	0.1%	126
2023 Q3	$410K	Hold	10,200	–	–	0.14%	128
2023 Q2	$536K	Hold	10,200	–	–	0.17%	124
2023 Q1	$652K	Hold	10,200	–	–	0.21%	115
2022 Q4	$495K	Hold	10,200	–	–	0.14%	122
2022 Q3	$720K	Sell	10,200 -1,800	-15%	-$154K	0.21%	107
2022 Q2	$851K	Sell	12,000 -6,000	-33%	-$387K	0.24%	105
2022 Q1	$1.44M	Hold	18,000	–	–	0.27%	101
2021 Q4	$1.64M	Hold	18,000	–	–	0.29%	98
2021 Q3	$2.31M	Hold	18,000	–	–	0.33%	90
2021 Q2	$2.75M	Sell	18,000 -4,000	-18%	-$527K	0.38%	85
2021 Q1	$2.32M	Hold	22,000	–	–	0.33%	90
2020 Q4	$1.74M	Sell	22,000 -2,000	-8%	-$146K	0.29%	90
2020 Q3	$1.36M	Hold	24,000	–	–	0.25%	103
2020 Q2	$1.48M	Sell	24,000 -6,000	-20%	-$245K	0.25%	92
2020 Q1	$968K	Hold	30,000	–	–	0.19%	97
2019 Q4	$1.05M	Hold	30,000	–	–	0.13%	115
2019 Q3	$773K	Hold	30,000	–	–	0.12%	132
2019 Q2	$881K	Buy	30,000 +5,000	+20%	+$144K	0.13%	130
2019 Q1	$855K	Buy	+25,000	New	+$885K	0.12%	128

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Formula Growth's STAA Position: Q2 2025 in Review

Formula Growth sold out of STAAR Surgical (STAA) in Q2 2025, closing a stake of 10,200 shares — an estimated $180K sold.

Formula Growth first reported a position in STAA in Q1 2019 and held it in 25 quarters. The position peaked at $2.75M in Q2 2021. 170 funds tracked by Wall St. Rank hold STAA as of Q2 2025.

Formula Growth reported no remaining STAAR Surgical position as of Q2 2025 after selling out during the quarter.
Formula Growth sold 10,200 STAAR Surgical shares in Q2 2025, an estimated $180K.
Formula Growth first reported a position in STAAR Surgical in Q1 2019 and held it in 25 quarters.
Formula Growth's STAAR Surgical position peaked at $2.75M in Q2 2021.
170 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2025.

Based on Formula Growth's 13F filing for Q2 2025, filed 13 Aug 2025.