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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘19
PTON icon
1
Peloton Interactive
PTON
$2.4B
118 118 0 77.9%
TXG icon
2
10x Genomics
TXG
$5.74B
92 92 0 10.3%
SPB icon
3
Spectrum Brands
SPB
$2.06B
80 109 29 70.2%
NVST icon
4
Envista
NVST
$4.6B
76 76 0 1.36%
MTH icon
5
Meritage Homes
MTH
$4.73B
64 84 20 106%
UGI icon
6
UGI
UGI
$7.51B
60 116 56 30.3%
LYFT icon
7
Lyft
LYFT
$6.21B
51 115 64 59.9%
ENPH icon
8
Enphase Energy
ENPH
$5.2B
51 72 21 76.9%
OBDC icon
9
Blue Owl Capital
OBDC
$5.57B
49 49 0 28.9%
MKTX icon
10
MarketAxess Holdings
MKTX
$5.72B
47 83 36 50.4%
SEDG icon
11
SolarEdge
SEDG
$2.01B
44 81 37 60.6%
SIGI icon
12
Selective Insurance
SIGI
$5.76B
43 68 25 28.6%
SMG icon
13
ScottsMiracle-Gro
SMG
$3.7B
39 74 35 37.6%
UFPI icon
14
UFP Industries
UFPI
$5.16B
39 56 17 129%
MIRM icon
15
Mirum Pharmaceuticals
MIRM
$5.84B
39 39 0 852%
PAGS icon
16
PagSeguro Digital
PAGS
$2.58B
38 61 23 80%
MHO icon
17
M/I Homes
MHO
$3.71B
37 46 9 290%
AVTR icon
18
Avantor
AVTR
$8.89B
37 69 32 10.5%
FCN icon
19
FTI Consulting
FCN
$4.19B
35 55 20 43%
ACAD icon
20
Acadia Pharmaceuticals
ACAD
$4.95B
35 62 27 20.3%
TFX icon
21
Teleflex
TFX
$6.03B
34 68 34 59.9%
ALK icon
22
Alaska Air
ALK
$5.7B
33 75 42 21.4%
RGEN icon
23
Repligen
RGEN
$9.01B
33 61 28 108%
CUBE icon
24
CubeSmart
CUBE
$9.45B
33 53 20 20.3%
OMF icon
25
OneMain Financial
OMF
$7.5B
32 56 24 77.8%