We are live on ! Find out more
MAP

Moody Aldrich Partners Portfolio holdings

AUM $557M
1-Year Est. Return 122.79%
This Fund
S&P 500
This Quarter Est. Return
+21.35%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.39%
AUM
$536M
AUM Growth
+$8.65M
Cap. Flow
-$10M
Cap. Flow %
-1.87%
Top 10 Hldgs %
17.42%
Holding
209
New
21
Increased
22
Reduced
110
Closed
23

Top Buys

Rank Stock Value
1
PRAX icon
Praxis Precision Medicines
PRAX
+$7.77M
2
BKU icon
Bankunited
BKU
+$5.4M
3
NAMS icon
NewAmsterdam Pharma
NAMS
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

Rank Stock Value
1
MRUS
Merus
MRUS
+$7.2M
2
CWAN
Clearwater Analytics
CWAN
+$6.18M
3
PTGX icon
Protagonist Therapeutics
PTGX
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

Rank Sector Weight
1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OVV icon
26
Ovintiv
OVV
$16.4B
$5.5M 1.03%
140,423
– –
MRX
27
Marex Group Limited Ordinary Shares
MRX
$4.37B
$5.41M 1.01%
141,140
+28,840
+26% +$981K
ARW icon
28
Arrow Electronics
ARW
$10.4B
$5.31M 0.99%
48,170
– –
CWST icon
29
Casella Waste Systems
CWST
$5.69B
$5.29M 0.99%
54,058
+20,819
+63% +$1.93M
AB icon
30
AllianceBernstein
AB
$3.47B
$5.28M 0.99%
137,341
– –
CDE icon
31
Coeur Mining
CDE
$17.9B
$5.24M 0.98%
294,016
-13,435
-4% -$234K
CSW
32
CSW Industrials
CSW
$5.71B
$5.15M 0.96%
17,540
+9,427
+116% +$2.51M
CRNX icon
33
Crinetics Pharmaceuticals
CRNX
$8.92B
$5.14M 0.96%
110,415
-5,128
-4% -$228K
NAMS icon
34
NewAmsterdam Pharma
NAMS
$3.34B
$5.04M 0.94%
+143,549
New +$5.22M
REVG
35
DELISTED
REV Group
REVG
$5.04M 0.94%
82,804
-4,000
-5% -$225K
GOLF icon
36
Acushnet Holdings
GOLF
$5.46B
$5.01M 0.94%
62,827
-3,071
-5% -$249K
CYTK icon
37
Cytokinetics
CYTK
$10.4B
$5M 0.93%
78,618
-3,842
-5% -$239K
HUT
38
Hut 8
HUT
$10.9B
$4.98M 0.93%
+108,406
New +$4.78M
ATMU icon
39
Atmus Filtration Technologies
ATMU
$4.18B
$4.83M 0.9%
93,119
-4,516
-5% -$219K
MTG icon
40
MGIC Investment
MTG
$6.25B
$4.79M 0.89%
163,841
– –
OSIS icon
41
OSI Systems
OSIS
$3.89B
$4.78M 0.89%
18,753
-4,959
-21% -$1.3M
FTDR icon
42
Frontdoor
FTDR
$6.38B
$4.76M 0.89%
82,482
-3,993
-5% -$235K
WVE icon
43
Wave Life Sciences
WVE
$1.2B
$4.67M 0.87%
274,425
-76,123
-22% -$773K
APAM icon
44
Artisan Partners
APAM
$3.02B
$4.61M 0.86%
113,059
– –
ACT icon
45
Enact Holdings
ACT
$6.83B
$4.59M 0.86%
115,819
– –
TRNO icon
46
Terreno Realty
TRNO
$7.49B
$4.5M 0.84%
76,644
+8,652
+13% +$521K
MYRG icon
47
MYR Group
MYRG
$5.25B
$4.47M 0.83%
20,442
-991
-5% -$216K
COCO icon
48
Vita Coco
COCO
$3.6B
$4.44M 0.83%
83,731
-25,369
-23% -$1.19M
SLG icon
49
SL Green Realty
SLG
$3.99B
$4.41M 0.82%
96,157
+4,277
+5% +$211K
HQY icon
50
HealthEquity
HQY
$8.75B
$4.4M 0.82%
47,978
-11,707
-20% -$1.12M
1
2
3 4 5

Similar funds

CAM
Cander Asset Management New York $557M AUM
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return

Moody Aldrich Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Moody Aldrich Partners held 209 positions worth $536M, up 1.6% from $527M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Moody Aldrich Partners's Q4 2025 filing shows 21 new, 22 increased, 110 reduced and 23 closed positions. Its largest new stake was Praxis Precision Medicines: 41,731 shares worth $12.3M. The largest sale was Merus, an estimated $7.2M.

By sector, the portfolio is most concentrated in Healthcare at 22% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.

  • Moody Aldrich Partners's largest Q4 2025 buy was Praxis Precision Medicines: 41,731 shares worth $12.3M.
  • Moody Aldrich Partners added most to BridgeBio Pharma in Q4 2025, an estimated $3.91M increase.
  • Moody Aldrich Partners's biggest Q4 2025 reduction was Protagonist Therapeutics, cutting an estimated $5.11M.
  • Moody Aldrich Partners fully exited Merus in Q4 2025, selling an estimated $7.2M.
  • Moody Aldrich Partners's ten largest holdings make up 17% of its $536M portfolio in Q4 2025.
  • Moody Aldrich Partners opened 21 new positions and closed 23 in Q4 2025.
  • Moody Aldrich Partners's portfolio value rose 1.6% quarter-over-quarter to $536M.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.