Islet Management’s Semrush SEMR Stock Holding History

Islet Management’s Portfolio SEMR Stock Details SEMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200,000	Closed	-$4.61M	–	249
2021 Q3	$4.61M	Buy	+200,000	New	+$4.61M	0.1%	162

Other funds holding SEMR

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

FSCM

First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Islet Management's SEMR Position: Q4 2021 in Review

Islet Management sold out of Semrush (SEMR) in Q4 2021, closing a stake of 200,000 shares — an estimated $4.61M sold.

Islet Management first reported a position in SEMR in Q3 2021 and held it in 1 quarter. The position peaked at $4.61M in Q3 2021. 66 funds tracked by Wall St. Rank hold SEMR as of Q4 2021.

Islet Management reported no remaining Semrush position as of Q4 2021 after selling out during the quarter.
Islet Management sold 200,000 Semrush shares in Q4 2021, an estimated $4.61M.
Islet Management first reported a position in Semrush in Q3 2021 and held it in 1 quarter.
Islet Management's Semrush position peaked at $4.61M in Q3 2021.
66 funds tracked by Wall St. Rank held Semrush as of Q4 2021.

Based on Islet Management's 13F filing for Q4 2021, filed 14 Feb 2022.