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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.72B
364 364 0 205%
CHWY icon
2
Chewy
CHWY
$9.67B
155 155 0 32.5%
AVTR icon
3
Avantor
AVTR
$9.09B
111 111 0 29.6%
ADPT icon
4
Adaptive Biotechnologies
ADPT
$3.74B
111 111 0 51.3%
PSN icon
5
Parsons
PSN
$5.14B
102 102 0 30.5%
MKTX icon
6
MarketAxess Holdings
MKTX
$5.71B
76 106 30 49.5%
FSLY icon
7
Fastly Inc
FSLY
$3.8B
72 72 0 19.8%
PAYC icon
8
Paycom
PAYC
$7.97B
70 112 42 24.6%
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
$3.99B
64 88 24 56.8%
TMDX icon
12
Transmedics
TMDX
$2.79B
64 64 0 178%
DBX icon
13
Dropbox
DBX
$7.86B
59 116 57 34.5%
FDS icon
14
Factset
FDS
$9.72B
56 109 53 4.63%
ESTC icon
15
Elastic
ESTC
$7.34B
53 79 26 5.48%
VCYT icon
16
Veracyte
VCYT
$3.69B
49 63 14 60.9%
LYFT icon
17
Lyft
LYFT
$6.28B
47 156 109 74.8%
FTDR icon
18
Frontdoor
FTDR
$5.36B
45 74 29 75.3%
CUZ icon
19
Cousins Properties
CUZ
$5.1B
42 93 51 14.3%
OUT icon
20
Outfront Media
OUT
$5.62B
42 66 24 25.7%
LAD icon
21
Lithia Motors
LAD
$8.11B
42 67 25 210%
YETI icon
22
Yeti Holdings
YETI
$3.91B
42 67 25 78.2%
EPAM icon
23
EPAM Systems
EPAM
$5.6B
41 89 48 38.1%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.84B
40 72 32 32.9%
PPC icon
25
Pilgrim's Pride
PPC
$6.41B
40 64 24 6.07%