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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
ANAB icon
101
AnaptysBio
ANAB
$1.68B
$2.31M 0.43%
47,601
-2,281
-5% -$88.9K
MTH icon
102
Meritage Homes
MTH
$4.86B
$2.3M 0.43%
34,986
-1,724
-5% -$119K
INOD icon
103
Innodata
INOD
$2.04B
$2.28M 0.43%
44,726
-3,514
-7% -$229K
LEU icon
104
Centrus Energy
LEU
$3.82B
$2.26M 0.42%
9,319
-434
-4% -$131K
MDGL icon
105
Madrigal Pharmaceuticals
MDGL
$11.8B
$2.26M 0.42%
+3,876
New +$1.98M
VRNS icon
106
Varonis Systems
VRNS
$5B
$2.16M 0.4%
65,950
-40,212
-38% -$1.69M
NCNO icon
107
nCino
NCNO
$2.1B
$2.15M 0.4%
83,969
-7,416
-8% -$188K
SLNO
108
DELISTED
Soleno Therapeutics
SLNO
$2.14M 0.4%
46,306
-4,968
-10% -$272K
UHS icon
109
Universal Health Services
UHS
$10.5B
$2.12M 0.4%
+9,723
New +$2.15M
CORZ icon
110
Core Scientific
CORZ
$6.75B
$2.07M 0.39%
142,064
-257,642
-64% -$4.49M
BOOT icon
111
Boot Barn
BOOT
$4.95B
$2.05M 0.38%
11,601
-13,666
-54% -$2.55M
KURA icon
112
Kura Oncology
KURA
$850M
$1.87M 0.35%
+179,728
New +$1.89M
DNTH icon
113
Dianthus Therapeutics
DNTH
$6.09B
$1.7M 0.32%
41,304
-1,987
-5% -$77K
LMB icon
114
Limbach Holdings
LMB
$581M
$1.33M 0.25%
17,041
-1,534
-8% -$126K
APGE icon
115
Apogee Therapeutics
APGE
$10.2B
$1.3M 0.24%
17,164
-848
-5% -$53.4K
AVBP icon
116
ArriVent BioPharma
AVBP
$1.44B
$1.14M 0.21%
56,659
-2,795
-5% -$58.2K
EWTX icon
117
Edgewise Therapeutics
EWTX
$4.73B
$1.07M 0.2%
43,134
-39,807
-48% -$799K
LLY icon
118
Eli Lilly
LLY
$1.06T
$946K 0.18%
880
-27
-3% -$25.8K
PM icon
119
Philip Morris
PM
$295B
$896K 0.17%
5,588
-133
-2% -$20.6K
INSM icon
120
Insmed
INSM
$28.6B
$876K 0.16%
5,036
-515
-9% -$94K
NVDA icon
121
NVIDIA
NVDA
$5.42T
$805K 0.15%
4,317
– –
NEM icon
122
Newmont
NEM
$119B
$805K 0.15%
8,061
– –
JOYY
123
JOYY Inc
JOYY
$3.75B
$774K 0.14%
11,949
– –
JPM icon
124
JPMorgan Chase
JPM
$950B
$733K 0.14%
2,273
-10
-0.4% -$3.1K
ARGX icon
125
argenx
ARGX
$54.1B
$726K 0.14%
863
-2
-0.2% -$1.71K
3 4
5
6 7

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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.