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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘19
PTON icon
1
Peloton Interactive
PTON
$2.39B
118 118 0 78%
TXG icon
2
10x Genomics
TXG
$5.69B
92 92 0 11.1%
SPB icon
3
Spectrum Brands
SPB
$2.06B
80 109 29 69.8%
NVST icon
4
Envista
NVST
$4.6B
76 76 0 1.33%
MTH icon
5
Meritage Homes
MTH
$4.73B
64 84 20 106%
UGI icon
6
UGI
UGI
$7.5B
60 116 56 30.4%
LYFT icon
7
Lyft
LYFT
$6.17B
51 115 64 60.2%
ENPH icon
8
Enphase Energy
ENPH
$5.17B
51 72 21 76%
OBDC icon
9
Blue Owl Capital
OBDC
$5.55B
49 49 0 29%
MKTX icon
10
MarketAxess Holdings
MKTX
$5.72B
47 83 36 50.4%
SIGI icon
11
Selective Insurance
SIGI
$5.77B
43 68 25 28.8%
SMG icon
12
ScottsMiracle-Gro
SMG
$3.68B
39 74 35 37.9%
UFPI icon
13
UFP Industries
UFPI
$5.17B
39 56 17 130%
MIRM icon
14
Mirum Pharmaceuticals
MIRM
$5.79B
39 39 0 844%
PAGS icon
15
PagSeguro Digital
PAGS
$2.58B
38 61 23 80%
MHO icon
16
M/I Homes
MHO
$3.73B
37 46 9 292%
AVTR icon
17
Avantor
AVTR
$8.88B
37 69 32 10.7%
FCN icon
18
FTI Consulting
FCN
$4.17B
35 55 20 42.5%
ACAD icon
19
Acadia Pharmaceuticals
ACAD
$4.95B
35 62 27 20.3%
TFX icon
20
Teleflex
TFX
$6.1B
34 68 34 59.4%
ALK icon
21
Alaska Air
ALK
$5.7B
33 75 42 21.3%
RGEN icon
22
Repligen
RGEN
$8.96B
33 61 28 107%
CUBE icon
23
CubeSmart
CUBE
$9.46B
33 53 20 20.3%
OMF icon
24
OneMain Financial
OMF
$7.5B
32 56 24 77.7%
PLMR icon
25
Palomar
PLMR
$3.59B
32 38 6 244%