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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.68B
364 364 0 202%
CHWY icon
2
Chewy
CHWY
$9.4B
155 155 0 34.4%
ADPT icon
3
Adaptive Biotechnologies
ADPT
$3.68B
111 111 0 52.2%
AVTR icon
4
Avantor
AVTR
$9.25B
111 111 0 28.4%
PSN icon
5
Parsons
PSN
$5.09B
102 102 0 29.2%
MKTX icon
6
MarketAxess Holdings
MKTX
$5.71B
76 106 30 49.5%
FSLY icon
7
Fastly Inc
FSLY
$3.6B
72 72 0 13.6%
PAYC icon
8
Paycom
PAYC
$7.86B
70 112 42 25.6%
PLMR icon
9
Palomar
PLMR
$3.62B
66 66 0 468%
SNAP icon
10
Snap
SNAP
$8.48B
64 121 57 64.8%
COLD icon
11
Americold
COLD
$4.03B
64 88 24 56.5%
TMDX icon
12
Transmedics
TMDX
$2.82B
64 64 0 181%
DBX icon
13
Dropbox
DBX
$7.71B
59 116 57 31.9%
FDS icon
14
Factset
FDS
$9.59B
56 109 53 5.89%
ESTC icon
15
Elastic
ESTC
$7.15B
53 79 26 7.93%
VCYT icon
16
Veracyte
VCYT
$3.61B
49 63 14 57.3%
LYFT icon
17
Lyft
LYFT
$6.22B
47 156 109 75.1%
FTDR icon
18
Frontdoor
FTDR
$5.34B
45 74 29 74.5%
CUZ icon
19
Cousins Properties
CUZ
$5.17B
42 93 51 13.2%
OUT icon
20
Outfront Media
OUT
$5.61B
42 66 24 25.6%
LAD icon
21
Lithia Motors
LAD
$8.31B
42 67 25 218%
YETI icon
22
Yeti Holdings
YETI
$3.85B
42 67 25 75.4%
EPAM icon
23
EPAM Systems
EPAM
$5.6B
41 89 48 38%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.97B
40 72 32 30.8%
PPC icon
25
Pilgrim's Pride
PPC
$6.65B
40 64 24 9.96%