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TCM
Topline Capital Management Portfolio holdings
AUM
$605M
1-Year Est. Return
26.24%
This Fund
S&P 500
1 Year Est. Return
+26.24%
AUM
$605M
AUM Growth
-$500M
(-45%)
Holding
56
Top Buys
| 1 | +$53.1M | |
| 2 | +$14.1M | |
| 3 | +$3.29M | |
| 4 |
Simulations Plus
SLP
|
+$3.22M |
| 5 |
N-able
NABL
|
+$3.16M |
Top Sells
| 1 | +$81M | |
| 2 | +$61M | |
| 3 | +$42.5M | |
| 4 |
DoubleVerify
DV
|
+$35.1M |
| 5 |
Unifirst Corp
UNF
|
+$27.2M |
Sector Composition
| 1 | Technology | 49.98% |
| 2 | Communication Services | 17.77% |
| 3 | Healthcare | 12.84% |
| 4 | Financials | 11.69% |
| 5 | Industrials | 4.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
PRA Group
PRAA
$604M
| $67.3M | 11.12% |
3,845,334
+926,847
|
|
||
2
Workiva
WK
$2.75B
| $62.6M | 10.35% |
1,050,090
+761,840
|
|
||
3
NerdWallet
NRDS
$558M
| $54.5M | 9.01% |
5,251,145
|
|
||
|
4
DoubleVerify
DV
$1.59B
| $47.7M | 7.88% |
5,022,892
-3,430,651
|
|
||
5
Freshworks
FRSH
$2.63B
| $47.5M | 7.85% |
5,917,586
-306,065
|
|
||
6
Cognyte Software
CGNT
$649M
| $39.8M | 6.57% |
4,912,000
-2,326,153
|
|
||
7
Cytek Biosciences
CTKB
$508M
| $30.9M | 5.1% |
7,064,481
-377,985
|
|
||
8
Paysign
PAYS
$396M
| $27.4M | 4.52% |
4,639,061
-865,227
|
|
||
9
monday.com
MNDY
$3.92B
| $25.2M | 4.16% |
363,974
-104,026
|
|
||
10
SentinelOne
S
$5.21B
| $22.9M | 3.79% |
1,780,000
-5,832,982
|
|
||
11
Mitek Systems
MITK
$748M
| $21.8M | 3.6% |
1,612,061
-297,661
|
|
||
|
NUTX
12
Nutex Health
NUTX
$1.01B
| $16.9M | 2.79% |
177,800
-497,694
|
|
||
13
Sprout Social
SPT
$444M
| $15.5M | 2.57% |
2,725,802
-163,608
|
|
||
|
DCBO
14
Docebo
DCBO
$459M
| $15.4M | 2.54% |
878,904
+7,605
|
|
||
15
KORU Medical Systems
KRMD
$181M
| $15.2M | 2.51% |
3,514,911
-426,103
|
|
||
16
Envela
ELA
$705M
| $13M | 2.15% |
779,949
-71,814
|
|
||
|
17
Unifirst Corp
UNF
$4.76B
| $10.1M | 1.68% |
40,318
-117,799
|
|
||
18
CS Disco
LAW
$224M
| $10M | 1.66% |
2,623,114
-694,260
|
|
||
|
19
N-able
NABL
$601M
| $9.12M | 1.51% |
1,951,986
+564,805
|
|
||
20
Zevia
ZVIA
$92.6M
| $7.9M | 1.3% |
6,748,664
+1,626,874
|
|
||
21
Optex Systems
OPXS
$86M
| $7.66M | 1.27% |
579,363
-93,571
|
|
||
|
ACCS
22
ACCESS Newswire
ACCS
$24.1M
| $6.28M | 1.04% |
709,264
|
|
||
23
Certara
CERT
$894M
| $4.27M | 0.71% |
749,497
-1,241,430
|
|
||
|
24
Simulations Plus
SLP
$368M
| $2.58M | 0.43% |
+218,142
|
|
||
25
Playtika
PLTK
$1.29B
| $2.55M | 0.42% |
+915,621
|
|