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
+36.82%
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
$557M
AUM Growth
+$2.08M
(+0.37%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-20.29%
Top 10 Holdings %
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48
Top Buys
| 1 |
Skyworks Solutions
SWKS
|
+$6.72M |
| 2 |
Cipher Digital
CIFR
|
+$6.24M |
| 3 |
EnerSys
ENS
|
+$5.22M |
| 4 |
AMBQ
Ambiq Micro
AMBQ
|
+$4.82M |
| 5 |
LXP Industrial Trust
LXP
|
+$4.15M |
Top Sells
| 1 |
MaxLinear
MXL
|
+$12.6M |
| 2 |
Sanmina
SANM
|
+$10M |
| 3 |
Bloom Energy
BE
|
+$8.78M |
| 4 |
HUT
Hut 8
HUT
|
+$7.04M |
| 5 |
Axsome Therapeutics
AXSM
|
+$7.01M |
Sector Composition
| 1 | Financials | 26.16% |
| 2 | Healthcare | 18.57% |
| 3 | Industrials | 14.42% |
| 4 | Technology | 12.29% |
| 5 | Consumer Discretionary | 9.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
OSI Systems
OSIS
$3.51B
| $3.58M | 0.64% |
16,368
-1,865
| -10% | -$457K |
|
77
Life Time Group Holdings
LTH
$9.38B
| $3.54M | 0.64% |
+86,587
| New | +$2.75M |
|
78
Installed Building Products
IBP
$6.16B
| $3.48M | 0.63% |
15,140
+3,672
| +32% | +$892K |
|
79
Kymera Therapeutics
KYMR
$9.52B
| $3.44M | 0.62% |
30,006
-8,189
| -21% | -$704K |
|
80
Construction Partners
ROAD
$5.91B
| $3.39M | 0.61% |
28,518
+3,218
| +13% | +$382K |
|
81
UMB Financial
UMBF
$11.1B
| $3.33M | 0.6% |
+23,298
| New | +$2.99M |
|
82
Boot Barn
BOOT
$4.63B
| $3.32M | 0.6% |
20,224
+8,771
| +77% | +$1.42M |
|
83
Knife River
KNF
$4.64B
| $3.29M | 0.59% |
39,316
-10,028
| -20% | -$829K |
|
84
Erasca
ERAS
$6.65B
| $3.26M | 0.59% |
+177,939
| New | +$2.54M |
|
85
Ovintiv
OVV
$16.2B
| $3.22M | 0.58% |
61,237
| – | – |
|
86
Academy Sports + Outdoors
ASO
$3B
| $3.13M | 0.56% |
66,365
+8,016
| +14% | +$426K |
|
87
Enerpac Tool Group
EPAC
$1.77B
| $3.1M | 0.56% |
86,419
-23,393
| -21% | -$820K |
|
88
NewAmsterdam Pharma
NAMS
$3.7B
| $3.07M | 0.55% |
90,617
-24,358
| -21% | -$803K |
|
89
Meritage Homes
MTH
$4.95B
| $3.03M | 0.54% |
36,099
+1,449
| +4% | +$99K |
|
90
Savara
SVRA
$1.13B
| $2.97M | 0.53% |
482,793
-131,486
| -21% | -$706K |
|
91
Interparfums
IPAR
$3.95B
| $2.93M | 0.53% |
26,213
-7,188
| -22% | -$678K |
|
|
BCPC
92
Balchem Corp
BCPC
$5.25B
| $2.9M | 0.52% |
17,141
-4,681
| -21% | -$778K |
|
93
BGC Group
BGC
$5.41B
| $2.72M | 0.49% |
+253,999
| New | +$2.84M |
|
94
Novanta
NOVT
$5.3B
| $2.7M | 0.49% |
16,659
-4,554
| -21% | -$659K |
|
95
Scholar Rock
SRRK
$6.33B
| $2.6M | 0.47% |
47,228
-12,973
| -22% | -$627K |
|
96
Cytokinetics
CYTK
$10.9B
| $2.47M | 0.44% |
28,963
-7,982
| -22% | -$573K |
|
97
Centrus Energy
LEU
$3.07B
| $2.41M | 0.43% |
14,373
-3,608
| -20% | -$674K |
|
|
DFTX
98
Definium Therapeutics
DFTX
$5.88B
| $2.4M | 0.43% |
+51,025
| New | +$1.26M |
|
99
Power Integrations
POWI
$3.93B
| $2.36M | 0.42% |
+28,119
| New | +$2.03M |
|
100
Avalo Therapeutics
AVTX
$1.02B
| $2.32M | 0.42% |
125,582
-33,742
| -21% | -$533K |
|
Similar funds
MSA
TAWM
CAM
QL
TCM
SHIM
HWM
CCA
Moody Aldrich Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Moody Aldrich Partners held 223 positions worth $557M, up 0.37% from $555M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Moody Aldrich Partners withdrew a net $113M in Q2 2026, closing 48 positions and reducing 106 holdings. Its most notable exit was Semtech, an estimated $4.95M position sold in full.
By sector, the portfolio is most concentrated in Financials at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Moody Aldrich Partners opened a new position in Skyworks Solutions worth $6.7M.
- Moody Aldrich Partners's largest Q2 2026 buy was Skyworks Solutions: 98,792 shares worth $6.7M.
- Moody Aldrich Partners added most to Ligand Pharmaceuticals in Q2 2026, an estimated $3.18M increase.
- Moody Aldrich Partners's biggest Q2 2026 reduction was MaxLinear, cutting an estimated $12.6M.
- Moody Aldrich Partners fully exited Semtech in Q2 2026, selling an estimated $4.95M.
- Moody Aldrich Partners's ten largest holdings make up 16% of its $557M portfolio in Q2 2026.
- Moody Aldrich Partners opened 33 new positions and closed 48 in Q2 2026.
- Moody Aldrich Partners's portfolio value rose 0.37% quarter-over-quarter to $557M.
Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.