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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$3.63B
364 364 0 137%
CHWY icon
2
Chewy
CHWY
$8.29B
156 156 0 41.1%
ADPT icon
3
Adaptive Biotechnologies
ADPT
$4.57B
111 111 0 40.8%
PSN icon
4
Parsons
PSN
$4.79B
102 102 0 21.6%
MKTX icon
5
MarketAxess Holdings
MKTX
$5.75B
76 106 30 49.2%
FSLY icon
6
Fastly Inc
FSLY
$3.8B
72 72 0 17.7%
PLMR icon
7
Palomar
PLMR
$3.58B
66 66 0 466%
TMDX icon
8
Transmedics
TMDX
$3B
64 64 0 198%
SNAP icon
9
Snap
SNAP
$9.35B
63 121 58 61.3%
COLD icon
10
Americold
COLD
$4.11B
63 87 24 55.6%
DBX icon
11
Dropbox
DBX
$7.93B
58 115 57 45.6%
ESTC icon
12
Elastic
ESTC
$9.13B
53 79 26 16.5%
VCYT icon
13
Veracyte
VCYT
$3.2B
49 63 14 39.6%
LYFT icon
14
Lyft
LYFT
$5.72B
46 156 110 77%
FTDR icon
15
Frontdoor
FTDR
$5.39B
45 74 29 79.8%
LAD icon
16
Lithia Motors
LAD
$6.95B
42 67 25 166%
YETI icon
17
Yeti Holdings
YETI
$3.08B
42 67 25 45.8%
EPAM icon
18
EPAM Systems
EPAM
$5.88B
41 89 48 34.1%
CUZ icon
19
Cousins Properties
CUZ
$4.66B
41 92 51 21.8%
OUT icon
20
Outfront Media
OUT
$4.93B
41 65 24 10.2%
SMG icon
21
ScottsMiracle-Gro
SMG
$3.05B
40 72 32 46.8%
ARWR icon
22
Arrowhead Research
ARWR
$9.39B
40 63 23 151%
PPC icon
23
Pilgrim's Pride
PPC
$7.11B
40 64 24 17.6%
BMA icon
24
Banco Macro
BMA
$4.8B
40 72 32 3.03%
ATRO icon
25
Astronics
ATRO
$2.83B
39 51 12 96%