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
AMG icon
51
Affiliated Managers Group
AMG
$9.76B
$4.36M 0.81%
15,111
– –
SMTC icon
52
Semtech
SMTC
$13B
$4.35M 0.81%
58,986
-21,963
-27% -$1.56M
SEI
53
Solaris Energy Infrastructure
SEI
$3.82B
$4.33M 0.81%
94,095
-4,555
-5% -$220K
MGY icon
54
Magnolia Oil & Gas
MGY
$5.94B
$4.14M 0.77%
189,348
-14,931
-7% -$340K
CAG icon
55
Conagra Brands
CAG
$7.23B
$4.1M 0.77%
237,036
-19,938
-8% -$354K
RIOT icon
56
Riot Platforms
RIOT
$7.76B
$4.05M 0.76%
319,482
-54,443
-15% -$931K
SRAD icon
57
Sportradar
SRAD
$3.85B
$4.03M 0.75%
169,614
-8,084
-5% -$194K
CATY icon
58
Cathay General Bancorp
CATY
$4.24B
$3.96M 0.74%
81,799
– –
MZTI
59
The Marzetti Company
MZTI
$3.11B
$3.89M 0.73%
23,650
-1,090
-4% -$182K
OZK icon
60
Bank OZK
OZK
$5.61B
$3.86M 0.72%
+83,900
New +$3.92M
ORKA
61
Oruka Therapeutics
ORKA
$5.96B
$3.84M 0.72%
+126,812
New +$3.53M
PVH icon
62
PVH
PVH
$4.04B
$3.76M 0.7%
56,076
– –
SRRK icon
63
Scholar Rock
SRRK
$6.44B
$3.76M 0.7%
85,293
-16,449
-16% -$617K
AROC icon
64
Archrock
AROC
$5.8B
$3.75M 0.7%
144,238
-10,620
-7% -$264K
NXT icon
65
Nextpower Inc
NXT
$15.7B
$3.75M 0.7%
+43,037
New +$3.9M
LGND icon
66
Ligand Pharmaceuticals
LGND
$6.36B
$3.7M 0.69%
19,581
-6,303
-24% -$1.21M
CRDO icon
67
Credo Technology Group
CRDO
$46.6B
$3.68M 0.69%
25,563
-6,720
-21% -$1.03M
LOAR icon
68
Loar Holdings
LOAR
$6.64B
$3.66M 0.68%
53,830
-2,614
-5% -$191K
AGX icon
69
Argan
AGX
$8.37B
$3.65M 0.68%
11,637
-2,332
-17% -$740K
KNF icon
70
Knife River
KNF
$3.79B
$3.51M 0.66%
49,899
-2,277
-4% -$160K
SIG icon
71
Signet Jewelers
SIG
$3.76B
$3.4M 0.63%
+41,000
New +$3.89M
BCPC
72
Balchem Corp
BCPC
$5.72B
$3.39M 0.63%
22,081
-1,086
-5% -$166K
RMBS icon
73
Rambus
RMBS
$11B
$3.35M 0.62%
36,432
-11,371
-24% -$1.12M
AEIS icon
74
Advanced Energy
AEIS
$13B
$3.27M 0.61%
15,618
-19,309
-55% -$3.93M
FOR icon
75
Forestar Group
FOR
$1.51B
$3.27M 0.61%
132,631
-6,426
-5% -$164K
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.