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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.61B
364 364 0 198%
CHWY icon
2
Chewy
CHWY
$9.87B
155 155 0 31.1%
ADPT icon
3
Adaptive Biotechnologies
ADPT
$3.9B
111 111 0 49.2%
AVTR icon
4
Avantor
AVTR
$9.25B
111 111 0 28.3%
PSN icon
5
Parsons
PSN
$5.19B
102 102 0 31.8%
MKTX icon
6
MarketAxess Holdings
MKTX
$5.71B
76 106 30 49.5%
FSLY icon
7
Fastly Inc
FSLY
$3.9B
72 72 0 23%
PAYC icon
8
Paycom
PAYC
$8.17B
70 112 42 22.7%
PLMR icon
9
Palomar
PLMR
$3.61B
66 66 0 466%
SNAP icon
10
Snap
SNAP
$9.74B
64 121 57 59.5%
COLD icon
11
Americold
COLD
$4.04B
64 88 24 56.3%
TMDX icon
12
Transmedics
TMDX
$2.79B
64 64 0 179%
DBX icon
13
Dropbox
DBX
$8.05B
59 116 57 37.8%
FDS icon
14
Factset
FDS
$9.76B
56 109 53 4.21%
ESTC icon
15
Elastic
ESTC
$7.39B
53 79 26 4.82%
VCYT icon
16
Veracyte
VCYT
$3.73B
49 63 14 62.8%
LYFT icon
17
Lyft
LYFT
$6.35B
47 156 109 74.5%
FTDR icon
18
Frontdoor
FTDR
$5.39B
45 74 29 76.2%
CUZ icon
19
Cousins Properties
CUZ
$5.09B
42 93 51 14.5%
OUT icon
20
Outfront Media
OUT
$5.63B
42 66 24 26%
LAD icon
21
Lithia Motors
LAD
$8.16B
42 67 25 212%
YETI icon
22
Yeti Holdings
YETI
$3.92B
42 67 25 78.8%
EPAM icon
23
EPAM Systems
EPAM
$5.85B
41 89 48 35.3%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.86B
40 72 32 32.6%
PPC icon
25
Pilgrim's Pride
PPC
$6.42B
40 64 24 6.18%