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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘19
PTON icon
1
Peloton Interactive
PTON
$2.36B
118 118 0 78.2%
TXG icon
2
10x Genomics
TXG
$5.74B
92 92 0 10.3%
SPB icon
3
Spectrum Brands
SPB
$2.01B
80 109 29 66.2%
NVST icon
4
Envista
NVST
$4.44B
76 76 0 2.19%
MTH icon
5
Meritage Homes
MTH
$4.7B
64 84 20 105%
UGI icon
6
UGI
UGI
$7.45B
60 116 56 30.9%
LYFT icon
7
Lyft
LYFT
$6.12B
51 115 64 60.5%
ENPH icon
8
Enphase Energy
ENPH
$5.21B
51 72 21 77.3%
OBDC icon
9
Blue Owl Capital
OBDC
$5.59B
49 49 0 28.5%
MKTX icon
10
MarketAxess Holdings
MKTX
$5.72B
47 83 36 50.3%
SIGI icon
11
Selective Insurance
SIGI
$5.76B
43 68 25 28.7%
SMG icon
12
ScottsMiracle-Gro
SMG
$3.62B
39 74 35 38.9%
UFPI icon
13
UFP Industries
UFPI
$5.15B
39 56 17 129%
MIRM icon
14
Mirum Pharmaceuticals
MIRM
$5.76B
39 39 0 839%
PAGS icon
15
PagSeguro Digital
PAGS
$2.59B
38 61 23 80%
MHO icon
16
M/I Homes
MHO
$3.7B
37 46 9 289%
AVTR icon
17
Avantor
AVTR
$8.9B
37 69 32 10.5%
FCN icon
18
FTI Consulting
FCN
$4.17B
35 55 20 42.4%
ACAD icon
19
Acadia Pharmaceuticals
ACAD
$4.93B
35 62 27 20.5%
TFX icon
20
Teleflex
TFX
$6.16B
34 68 34 59.1%
ALK icon
21
Alaska Air
ALK
$5.65B
33 75 42 22%
RGEN icon
22
Repligen
RGEN
$8.98B
33 61 28 107%
CUBE icon
23
CubeSmart
CUBE
$9.41B
33 53 20 19.8%
OMF icon
24
OneMain Financial
OMF
$7.48B
32 56 24 77.3%
PLMR icon
25
Palomar
PLMR
$3.64B
32 38 6 248%