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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 | |
|---|---|---|---|---|---|---|
101
Casella Waste Systems
CWST
$6.09B
| $2.2M | 0.39% |
22,655
-6,150
| -21% | -$525K |
|
102
Yeti Holdings
YETI
$3.87B
| $2.19M | 0.39% |
+44,219
| New | +$1.92M |
|
|
MZTI
103
The Marzetti Company
MZTI
$2.94B
| $2.12M | 0.38% |
18,606
-4,736
| -20% | -$569K |
|
104
Ero Copper
ERO
$2.52B
| $2.11M | 0.38% |
78,793
-20,158
| -20% | -$571K |
|
105
AnaptysBio
ANAB
$1.72B
| $2.09M | 0.38% |
30,926
-8,529
| -22% | -$517K |
|
|
KRMN
106
Karman Holdings
KRMN
$6.12B
| $2.07M | 0.37% |
41,559
+11,368
| +38% | +$735K |
|
107
CarGurus
CARG
$3.16B
| $2.06M | 0.37% |
60,379
-16,607
| -22% | -$538K |
|
108
HealthEquity
HQY
$8.17B
| $2.04M | 0.37% |
22,590
-7,914
| -26% | -$671K |
|
109
Innodata
INOD
$1.99B
| $1.96M | 0.35% |
25,961
-19,382
| -43% | -$1.42M |
|
110
Kratos Defense & Security Solutions
KTOS
$8.63B
| $1.64M | 0.29% |
32,912
-8,563
| -21% | -$518K |
|
111
Toll Brothers
TOL
$14.1B
| $1.59M | 0.29% |
9,658
| – | – |
|
112
ArriVent BioPharma
AVBP
$1.55B
| $1.53M | 0.27% |
44,044
-12,044
| -21% | -$355K |
|
113
Universal Health Services
UHS
$9.15B
| $1.45M | 0.26% |
9,723
| – | – |
|
|
BIOA
114
BioAge Labs
BIOA
$1.01B
| $1.16M | 0.21% |
+47,491
| New | +$858K |
|
115
Viasat
VSAT
$9.76B
| $1.16M | 0.21% |
+12,927
| New | +$856K |
|
116
Vishay Intertechnology
VSH
$5.8B
| $1.14M | 0.2% |
+21,200
| New | +$867K |
|
|
TRAX
117
First Tracks Biotherapeutics
TRAX
$1.27B
| $1.09M | 0.2% |
+54,316
| New | +$1.02M |
|
118
Navitas Semiconductor
NVTS
$2.79B
| $1.07M | 0.19% |
+59,921
| New | +$1.14M |
|
119
GeneDx Holdings
WGS
$1.88B
| $1.07M | 0.19% |
+15,553
| New | +$884K |
|
120
Amylyx Pharmaceuticals
AMLX
$1.97B
| $1.04M | 0.19% |
+57,802
| New | +$894K |
|
|
SNDK
121
Sandisk
SNDK
$201B
| $864K | 0.16% |
+380
| New | +$542K |
|
122
Carpenter Technology
CRS
$27.7B
| $747K | 0.13% |
1,211
-3
| -0.2% | -$1.41K |
|
|
JOYY
123
JOYY Inc
JOYY
$3.53B
| $743K | 0.13% |
11,263
| – | – |
|
124
East-West Bancorp
EWBC
$18.4B
| $705K | 0.13% |
5,460
-15
| -0.3% | -$1.84K |
|
125
MKS Inc
MKSI
$21.9B
| $582K | 0.1% |
1,308
+139
| +12% | +$43.5K |
|
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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.