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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.74B
364 364 0 206%
CHWY icon
2
Chewy
CHWY
$9.5B
155 155 0 33.7%
ADPT icon
3
Adaptive Biotechnologies
ADPT
$3.76B
111 111 0 51.1%
AVTR icon
4
Avantor
AVTR
$9.16B
111 111 0 29%
PSN icon
5
Parsons
PSN
$5.19B
102 102 0 31.7%
MKTX icon
6
MarketAxess Holdings
MKTX
$5.71B
76 106 30 49.5%
FSLY icon
7
Fastly Inc
FSLY
$3.63B
72 72 0 14.3%
PAYC icon
8
Paycom
PAYC
$7.78B
70 112 42 26.4%
PLMR icon
9
Palomar
PLMR
$3.53B
66 66 0 453%
SNAP icon
10
Snap
SNAP
$9.32B
64 121 57 61.3%
COLD icon
11
Americold
COLD
$3.99B
64 88 24 56.8%
TMDX icon
12
Transmedics
TMDX
$2.76B
64 64 0 176%
DBX icon
13
Dropbox
DBX
$7.67B
59 116 57 31.3%
FDS icon
14
Factset
FDS
$9.5B
56 109 53 6.79%
ESTC icon
15
Elastic
ESTC
$7.21B
53 79 26 7.1%
VCYT icon
16
Veracyte
VCYT
$3.57B
49 63 14 55.9%
LYFT icon
17
Lyft
LYFT
$6.21B
47 156 109 75.1%
FTDR icon
18
Frontdoor
FTDR
$5.37B
45 74 29 75.7%
CUZ icon
19
Cousins Properties
CUZ
$5.12B
42 93 51 14.1%
OUT icon
20
Outfront Media
OUT
$5.56B
42 66 24 24.5%
LAD icon
21
Lithia Motors
LAD
$8.15B
42 67 25 212%
YETI icon
22
Yeti Holdings
YETI
$3.92B
42 67 25 78.5%
EPAM icon
23
EPAM Systems
EPAM
$5.5B
41 89 48 39.2%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.84B
40 72 32 32.9%
PPC icon
25
Pilgrim's Pride
PPC
$6.51B
40 64 24 7.6%