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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
NOMD icon
201
Nomad Foods
NOMD
$1.68B
– –
-247,558
Closed -$3.26M
NTNX icon
202
Nutanix
NTNX
$16.9B
– –
-3,492
Closed -$260K
PNC icon
203
PNC Financial Services
PNC
$101B
– –
-1,572
Closed -$316K
SMPL icon
204
Simply Good Foods
SMPL
$982M
– –
-113,114
Closed -$2.81M
SPSC icon
205
SPS Commerce
SPSC
$2.64B
– –
-30,418
Closed -$3.17M
UUUU icon
206
Energy Fuels
UUUU
$3.53B
– –
-154,336
Closed -$2.37M
VIRT icon
207
Virtu Financial
VIRT
$4.93B
– –
-103,621
Closed -$3.68M
WEX icon
208
WEX
WEX
$6.31B
– –
-1,363
Closed -$215K
OKLO
209
Oklo
OKLO
$8.42B
– –
-28,045
Closed -$3.13M
5 6 7 8
9

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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.