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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.73B
364 364 0 205%
CHWY icon
2
Chewy
CHWY
$9.73B
155 155 0 32.1%
AVTR icon
3
Avantor
AVTR
$9.17B
111 111 0 29%
ADPT icon
4
Adaptive Biotechnologies
ADPT
$3.81B
111 111 0 50.4%
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
$3.82B
72 72 0 20.5%
PAYC icon
8
Paycom
PAYC
$7.98B
70 112 42 24.5%
PLMR icon
9
Palomar
PLMR
$3.61B
66 66 0 466%
SNAP icon
10
Snap
SNAP
$9.71B
64 121 57 59.7%
COLD icon
11
Americold
COLD
$4.05B
64 88 24 56.3%
TMDX icon
12
Transmedics
TMDX
$2.8B
64 64 0 179%
DBX icon
13
Dropbox
DBX
$7.88B
59 116 57 34.8%
FDS icon
14
Factset
FDS
$9.67B
56 109 53 5.08%
ESTC icon
15
Elastic
ESTC
$7.33B
53 79 26 5.49%
VCYT icon
16
Veracyte
VCYT
$3.69B
49 63 14 61.2%
LYFT icon
17
Lyft
LYFT
$6.27B
47 156 109 74.9%
FTDR icon
18
Frontdoor
FTDR
$5.38B
45 74 29 76%
CUZ icon
19
Cousins Properties
CUZ
$5.16B
42 93 51 13.3%
OUT icon
20
Outfront Media
OUT
$5.65B
42 66 24 26.5%
LAD icon
21
Lithia Motors
LAD
$8.14B
42 67 25 212%
YETI icon
22
Yeti Holdings
YETI
$3.92B
42 67 25 78.7%
EPAM icon
23
EPAM Systems
EPAM
$5.62B
41 89 48 37.8%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.84B
40 72 32 33%
PPC icon
25
Pilgrim's Pride
PPC
$6.39B
40 64 24 5.67%