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PC
Pier Capital Portfolio holdings
AUM
$606M
1-Year Est. Return
63.41%
This Fund
S&P 500
This Quarter
Est. Return
+15.72%
1 Year Est. Return
+63.41%
3 Year Est. Return
+153.37%
5 Year Est. Return
+175.36%
10 Year Est. Return
+2,147.34%
AUM
$640M
AUM Growth
-$15.8M
(-2.4%)
Cap. Flow
-$69.1M
Cap. Flow
% of AUM
-10.79%
Top 10 Holdings %
Top 10 Hldgs %
17.37%
Holding
141
New
20
Increased
22
Reduced
74
Closed
10
Top Buys
| 1 |
Fulton Financial
FULT
|
+$9.04M |
| 2 |
Lindblad Expeditions
LIND
|
+$6.25M |
| 3 |
MNTN
MNTN Inc
MNTN
|
+$5.16M |
| 4 |
CWAN
Clearwater Analytics
CWAN
|
+$5.14M |
| 5 |
BellRing Brands
BRBR
|
+$5.05M |
Top Sells
| 1 |
Sterling Infrastructure
STRL
|
+$11.1M |
| 2 |
Stevanato
STVN
|
+$8.67M |
| 3 |
Fiverr
FVRR
|
+$8.49M |
| 4 |
WillScot Mobile Mini Holdings
WSC
|
+$8.34M |
| 5 |
JFrog
FROG
|
+$8.18M |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Healthcare | 23.4% |
| 3 | Industrials | 20.26% |
| 4 | Financials | 10.12% |
| 5 | Consumer Discretionary | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GRAL
51
GRAIL Inc
GRAL
$3.14B
| $6.24M | 0.98% |
105,564
-2,137
| -2% | -$81.7K |
|
|
52
Lindblad Expeditions
LIND
$1.72B
| $6.08M | 0.95% |
+474,709
| New | +$6.25M |
|
53
Roivant Sciences
ROIV
$25.1B
| $5.97M | 0.93% |
394,684
-1,620
| -0.4% | -$20.1K |
|
54
Freshpet
FRPT
$2.67B
| $5.69M | 0.89% |
103,309
+37,344
| +57% | +$2.31M |
|
55
Xometry
XMTR
$5.37B
| $5.62M | 0.88% |
103,127
-3,398
| -3% | -$147K |
|
56
Bloom Energy
BE
$69.2B
| $5.59M | 0.87% |
66,158
-143,714
| -68% | -$6.67M |
|
57
Houlihan Lokey
HLI
$9.46B
| $5.57M | 0.87% |
27,106
-708
| -3% | -$139K |
|
58
Structure Therapeutics
GPCR
$3.6B
| $5.53M | 0.86% |
197,509
-969
| -0.5% | -$19.3K |
|
59
Freshworks
FRSH
$2.89B
| $5.45M | 0.85% |
462,702
-35,387
| -7% | -$477K |
|
60
Shift4
FOUR
$3.97B
| $5.41M | 0.85% |
69,942
-4,110
| -6% | -$382K |
|
61
Ceco Environmental
CECO
$4.84B
| $5.32M | 0.83% |
103,928
-10,018
| -9% | -$424K |
|
|
CFLT
62
DELISTED
Confluent
CFLT
| $5.32M | 0.83% |
268,535
-196,140
| -42% | -$4.1M |
|
63
Olema Pharmaceuticals
OLMA
$1.04B
| $5.13M | 0.8% |
524,249
-246,823
| -32% | -$1.48M |
|
|
64
JFrog
FROG
$11B
| $5.08M | 0.79% |
107,390
-181,022
| -63% | -$8.18M |
|
65
Kodiak Gas Services
KGS
$6.97B
| $5.05M | 0.79% |
136,668
+77,663
| +132% | +$2.62M |
|
66
Advanced Energy
AEIS
$12.2B
| $5.05M | 0.79% |
+29,688
| New | +$4.47M |
|
|
ACLX
67
DELISTED
Arcellx
ACLX
| $4.94M | 0.77% |
60,215
-3,419
| -5% | -$246K |
|
68
Powell Industries
POWL
$8.53B
| $4.7M | 0.73% |
46,227
-35,262
| -43% | -$2.99M |
|
69
Codexis
CDXS
$194M
| $4.61M | 0.72% |
1,891,232
-23,928
| -1% | -$65.2K |
|
70
Sensient Technologies
SXT
$4.83B
| $4.61M | 0.72% |
49,146
-750
| -2% | -$82.1K |
|
71
Mercury Systems
MRCY
$6.02B
| $4.61M | 0.72% |
+59,567
| New | +$3.7M |
|
72
Applied Industrial Technologies
AIT
$12.1B
| $4.56M | 0.71% |
17,453
-12,512
| -42% | -$3.28M |
|
|
CVSA
73
Covista Inc
CVSA
$4.5B
| $4.5M | 0.7% |
29,168
-61,770
| -68% | -$7.91M |
|
74
Denali Therapeutics
DNLI
$3.59B
| $4.37M | 0.68% |
301,171
-13,625
| -4% | -$196K |
|
75
National Vision
EYE
$1.61B
| $4.34M | 0.68% |
+148,516
| New | +$3.65M |
|
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