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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
KTB icon
1
Kontoor Brands
KTB
$4.75B
364 364 0 207%
CHWY icon
2
Chewy
CHWY
$9.7B
155 155 0 32.3%
ADPT icon
3
Adaptive Biotechnologies
ADPT
$3.69B
111 111 0 52%
AVTR icon
4
Avantor
AVTR
$9.08B
111 111 0 29.7%
PSN icon
5
Parsons
PSN
$5.1B
102 102 0 29.6%
MKTX icon
6
MarketAxess Holdings
MKTX
$5.71B
76 106 30 49.5%
FSLY icon
7
Fastly Inc
FSLY
$3.77B
72 72 0 18.9%
PAYC icon
8
Paycom
PAYC
$7.95B
70 112 42 24.8%
PLMR icon
9
Palomar
PLMR
$3.59B
66 66 0 464%
SNAP icon
10
Snap
SNAP
$9.59B
64 121 57 60.1%
COLD icon
11
Americold
COLD
$3.98B
64 88 24 57%
TMDX icon
12
Transmedics
TMDX
$2.78B
64 64 0 177%
DBX icon
13
Dropbox
DBX
$7.85B
59 116 57 34.4%
FDS icon
14
Factset
FDS
$9.65B
56 109 53 5.3%
ESTC icon
15
Elastic
ESTC
$7.35B
53 79 26 5.36%
VCYT icon
16
Veracyte
VCYT
$3.64B
49 63 14 59%
LYFT icon
17
Lyft
LYFT
$6.27B
47 156 109 74.9%
FTDR icon
18
Frontdoor
FTDR
$5.38B
45 74 29 75.7%
CUZ icon
19
Cousins Properties
CUZ
$5.1B
42 93 51 14.3%
OUT icon
20
Outfront Media
OUT
$5.57B
42 66 24 24.7%
LAD icon
21
Lithia Motors
LAD
$8.26B
42 67 25 216%
YETI icon
22
Yeti Holdings
YETI
$3.94B
42 67 25 79.5%
EPAM icon
23
EPAM Systems
EPAM
$5.57B
41 89 48 38.4%
SMG icon
24
ScottsMiracle-Gro
SMG
$3.83B
40 72 32 33.1%
PPC icon
25
Pilgrim's Pride
PPC
$6.37B
40 64 24 5.44%