Fund Universe

BAMCO INC /NY/

CIK 0001017918 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.724
AUM ($M)
66,641
Positions
345
Turnover
0.41
Top-10 wt
61%
Herfindahl
0.151
History (qtrs)
6
Excess Return
-10.7%

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Holdings · 380 positions · portfolio value $66,641M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 37.4% +37.4% 24,907.1 145,775,147 +145,775,147 1 -90.9%
TSLA funds › TESLA INC ADD 7.9% -5.5% 5,267.9 12,524,752 +591,243 5
MSCI funds › MSCI INC ADD 2.7% -1.7% 1,798.7 3,211,753 +512,364 5
ACGL funds › ARCH CAP GROUP LTD TRIM 2.3% -2.5% 1,540.6 15,872,450 -837,309 5
H funds › HYATT HOTELS CORP ADD 2.1% -0.6% 1,411.0 7,279,087 +937,414 5
SHOP funds › SHOPIFY INC ADD 1.9% +0.2% 1,273.7 11,155,546 +6,437,316 5
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 1.7% -0.3% 1,117.1 2,433,114 +1,113,589 5
GWRE funds › GUIDEWIRE SOFTWARE INC ADD 1.7% -1.3% 1,106.8 8,994,456 +2,397,003 5
SCHW funds › SCHWAB CHARLES CORP ADD 1.6% -0.5% 1,075.5 11,655,694 +4,191,378 5
RRR funds › RED ROCK RESORTS INC ADD 1.6% -0.6% 1,066.4 16,391,131 +2,978,285 5
IDXX funds › IDEXX LABS INC ADD 1.6% -1.2% 1,040.7 1,976,778 +343,411 5
CHH funds › CHOICE HOTELS INTL INC ADD 1.5% -0.9% 1,028.6 9,328,354 +1,637,860 5
IT funds › GARTNER INC ADD 1.5% -1.3% 985.2 7,601,009 +1,683,393 5
FDS funds › FACTSET RESH SYS INC ADD 1.5% -1.0% 966.5 4,200,856 +444,269 5
MTN funds › VAIL RESORTS INC ADD 1.3% -0.6% 890.0 6,536,697 +1,493,164 5
KNSL funds › KINSALE CAP GROUP INC ADD 1.3% -0.8% 878.6 2,663,958 +636,193 5
VRSK funds › VERISK ANALYTICS INC ADD 1.3% -0.2% 844.3 4,702,605 +2,190,629 5
BIRK funds › BIRKENSTOCK HOLDING PLC ADD 1.0% -0.1% 634.2 14,739,609 +5,373,541 5
FIGS funds › FIGS INC HOLD 0.9% -1.8% 613.4 59,959,449 +0 5
CSGP funds › COSTAR GROUP INC ADD 0.9% -1.1% 612.5 21,626,763 +5,312,588 5
ONON funds › ON HLDG AG ADD 0.9% -0.1% 599.7 16,929,770 +7,215,165 5
NVDA funds › NVIDIA CORPORATION ADD 0.9% -0.6% 593.3 2,965,306 +45,548 5
MORN funds › MORNINGSTAR INC ADD 0.8% +0.4% 545.9 3,499,146 +2,739,631 5
AMZN funds › AMAZON COM INC ADD 0.7% -0.1% 466.3 1,956,523 +661,869 5
IBKR funds › INTERACTIVE BROKERS GROUP IN ADD 0.6% -0.2% 418.4 4,807,214 +759,838 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.5% -0.4% 328.1 979,821 -201,323 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.5% -0.2% 318.9 667,698 +31,431 5
APH funds › AMPHENOL CORP TRIM 0.4% -0.2% 281.8 1,598,059 -61,631 5
WELL funds › WELLTOWER INC TRIM 0.4% -0.4% 279.6 1,232,060 -112,881 5
IOT funds › SAMSARA INC ADD 0.4% -0.1% 255.6 7,881,752 +2,761,917 5
ABNB funds › AIRBNB INC ADD 0.4% -0.2% 251.6 1,758,065 +316,844 5
SITE funds › SITEONE LANDSCAPE SUPPLY INC TRIM 0.3% -0.5% 232.1 2,028,799 -30,277 5
FPS funds › FORGENT POWER SOLUTIONS INC TRIM 0.3% -0.1% 227.5 4,072,575 -602,008 2 +7.7%
PWR funds › QUANTA SVCS INC TRIM 0.3% -0.2% 227.4 315,789 -10,051 5
EQIX funds › EQUINIX INC TRIM 0.3% -0.4% 203.9 195,637 -48,338 5
LOAR funds › LOAR HOLDINGS INC ADD 0.3% -0.1% 203.4 2,523,332 +157,033 5
GOOGL funds › ALPHABET INC ADD 0.3% -0.0% 195.2 546,232 +163,655 5
AVGO funds › BROADCOM INC TRIM 0.3% -0.2% 194.4 514,536 -8,683 5
GOOG funds › ALPHABET INC ADD 0.3% +0.2% 191.4 541,579 +402,561 5
PRI funds › PRIMERICA INC TRIM 0.3% -0.4% 190.8 671,453 -188,573 5
MTD funds › METTLER TOLEDO INTERNATIONAL ADD 0.3% -0.2% 176.9 138,464 +4,825 5
LVS funds › LAS VEGAS SANDS CORP ADD 0.3% +0.1% 174.8 3,784,278 +2,557,848 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.0% 168.6 140,540 +55,474 5
TOL funds › TOLL BROTHERS INC ADD 0.2% -0.1% 166.2 1,009,102 +77,071 5
BXDC funds › BLACKSTONE DIGITAL INFRASTRU NEW 0.2% +0.2% 164.8 7,620,555 +7,620,555 1 -33.2%
NPO funds › ENPRO INC ADD 0.2% -0.1% 150.6 399,482 +7,752 5
HEIA funds › HEICO CORP NEW ADD 0.2% -0.0% 145.1 562,662 +143,255 5
MRNA funds › MODERNA INC NEW 0.2% +0.2% 139.3 1,989,386 +1,989,386 1 +188.5%
NOVT funds › NOVANTA INC TRIM 0.2% -0.1% 138.0 850,494 -64,589 5
DDOG funds › DATADOG INC TRIM 0.2% -0.0% 132.4 508,356 -79,026 5
CBRE funds › CBRE GROUP INC TRIM 0.2% -0.2% 131.9 978,961 -95,490 5
META funds › META PLATFORMS INC TRIM 0.2% -0.2% 131.4 233,313 -23,387 5
LLYVK funds › LIBERTY LIVE HOLDINGS INC TRIM 0.2% -0.2% 131.0 1,240,273 -285,200 3 +24.3%
GDS funds › GDS HLDGS LTD TRIM 0.2% -0.4% 127.5 4,245,033 -352,213 5
ARGX funds › ARGENX SE TRIM 0.2% -0.1% 126.8 136,654 -1,994 5
MAC funds › MACERICH CO ADD 0.2% -0.0% 125.9 4,999,756 +915,063 5
HLI funds › HOULIHAN LOKEY INC TRIM 0.2% -0.3% 116.6 869,544 -191,859 5
NET funds › CLOUDFLARE INC ADD 0.2% -0.1% 115.7 471,598 +14,274 5
MTH funds › MERITAGE HOMES CORP NEW 0.2% +0.2% 112.5 1,341,653 +1,341,653 1 +90.2%
PLD funds › PROLOGIS INC. TRIM 0.2% -0.3% 107.1 790,347 -275,400 5
JEF funds › JEFFERIES FINANCIAL GROUP IN ADD 0.2% -0.0% 107.0 2,141,744 +611,516 5
WMS funds › ADVANCED DRAIN SYS INC DEL ADD 0.2% +0.0% 106.8 680,431 +389,279 5
TDG funds › TRANSDIGM GROUP INC TRIM 0.2% -0.1% 104.6 78,501 -163 5
INDI funds › INDIE SEMICONDUCTOR INC TRIM 0.2% -0.1% 103.3 23,012,611 -325,215 5
RGEN funds › REPLIGEN CORP ADD 0.2% -0.0% 102.1 748,466 +200,120 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.1% +0.0% 96.5 126,394 +15,806 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.1% -0.1% 96.3 291,397 +26,034 5
CUSIP:75524B104 funds › RBC BEARINGS INC TRIM 0.1% -0.2% 96.1 149,226 -32,255 5
JBTM funds › JBT MAREL CORPORATION ADD 0.1% -0.1% 95.8 660,557 +517 5
DKNG funds › DRAFTKINGS INC NEW TRIM 0.1% -0.1% 95.2 3,768,624 -450,142 5
HTFL funds › HEARTFLOW INC TRIM 0.1% -0.1% 94.6 3,225,133 -602,398 4 +13.1%
CWST funds › CASELLA WASTE SYS INC ADD 0.1% -0.0% 93.6 965,239 +246,778 3 -21.9%
HNGE funds › HINGE HEALTH INC TRIM 0.1% +0.0% 92.8 1,117,678 -12,375 5 +75.1%
BN funds › BROOKFIELD CORP TRIM 0.1% -0.2% 90.8 2,132,011 -773,499 5
CGNX funds › COGNEX CORP TRIM 0.1% -0.1% 90.6 1,251,099 -489,067 5
RBRK funds › RUBRIK INC. ADD 0.1% +0.1% 89.5 1,115,395 +837,860 3 +43.4%
BLLN funds › BILLIONTOONE INC ADD 0.1% -0.0% 89.0 742,093 +608 3 -24.5%
SNOW funds › SNOWFLAKE INC TRIM 0.1% -0.1% 87.0 341,931 -56,537 5
AXON funds › AXON ENTERPRISE INC ADD 0.1% -0.0% 86.1 153,615 +35,673 5
GLPI funds › GAMING & LEISURE P TRIM 0.1% -0.1% 82.1 1,844,141 -2,132 5
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.1% -0.1% 81.0 58,604 -4,390 5
MELI funds › MERCADOLIBRE INC ADD 0.1% -0.1% 79.7 46,955 +4,162 5
HEI funds › HEICO CORP NEW ADD 0.1% -0.0% 78.0 218,976 +51,000 5
RDNT funds › RADNET INC ADD 0.1% -0.0% 77.8 1,260,992 +450,926 5
FIG funds › FIGMA INC ADD 0.1% -0.0% 77.1 4,264,145 +2,211,941 4 -90.2%
PSA funds › PUBLIC STORAGE TRIM 0.1% -0.1% 76.7 241,020 -25,827 2 -9.9%
FWONK funds › LIBERTY MEDIA CORP DEL HOLD 0.1% -0.1% 76.1 800,000 +0 5
BFAM funds › BRIGHT HORIZONS FAM SOL IN D TRIM 0.1% -0.2% 74.8 1,055,150 -47,158 5
NU funds › NU HLDGS LTD ADD 0.1% -0.0% 74.8 5,597,914 +2,068,263 5
WING funds › WINGSTOP INC ADD 0.1% +0.0% 74.6 430,165 +222,178 5
MRCY funds › MERCURY SYS INC TRIM 0.1% -0.0% 74.2 606,919 -38,147 5
KRMN funds › KARMAN HLDGS INC ADD 0.1% -0.2% 72.4 1,450,878 +171,785 5
ASML funds › ASML HLDG NV ADD 0.1% -0.0% 72.2 36,286 +661 5
BWIN funds › THE BALDWIN INSURANCE GRP IN ADD 0.1% -0.1% 72.1 2,712,386 +2,318 5
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.1% -0.1% 71.1 740,460 +104,920 5
MIR funds › MIRION TECHNOLOGIES INC ADD 0.1% +0.0% 70.0 3,906,083 +2,692,335 4 -44.8%
BX funds › BLACKSTONE INC ADD 0.1% +0.1% 69.6 591,248 +496,649 5
CRH funds › CRH PLC TRIM 0.1% -0.1% 69.5 649,916 -89,260 5
AAON funds › AAON INC TRIM Common Stock 0.1% -0.1% 69.1 544,402 -299,975 4 -11.2%
DT funds › DYNATRACE INC TRIM 0.1% -0.1% 68.9 1,569,714 -589,980 5
HQY funds › HEALTHEQUITY INC ADD 0.1% -0.1% 67.8 750,394 +369 5
WYNN funds › WYNN RESORTS LTD TRIM 0.1% -0.4% 67.2 692,338 -1,044,518 5
ICLR funds › ICON PUB LTD CO TRIM 0.1% -0.0% 65.5 376,805 -50,000 5
CBRS funds › CEREBRAS SYSTEMS INC NEW 0.1% +0.1% 65.2 295,028 +295,028 1 -95.9%
VMC funds › VULCAN MATLS CO ADD 0.1% -0.0% 64.4 218,448 +64,629 5
FBIN funds › FORTUNE BRANDS INNOVATIONS I NEW 0.1% +0.1% 63.6 1,158,552 +1,158,552 1 +316.3% re-entry
FA funds › FIRST ADVANTAGE CORP NEW TRIM 0.1% -0.0% 63.2 3,502,140 -248,033 5
DRVN funds › DRIVEN BRANDS HLDGS INC ADD 0.1% -0.1% 62.8 4,502,594 +2,398 5
PCOR funds › PROCORE TECHNOLOGIES INC ADD 0.1% -0.2% 62.1 1,529,188 +30,097 5
V funds › VISA INC TRIM 0.1% -0.1% 61.8 180,071 -21 5
MSGS funds › MADISON SQUARE GRDN SPRT COR TRIM 0.1% -0.1% 60.3 150,116 -14,899 5
TXRH funds › TEXAS ROADHOUSE INC TRIM 0.1% -0.1% 60.1 311,275 -4,423 5
WST funds › WEST PHARMACEUTICAL SVSC INC TRIM 0.1% -0.1% 58.9 164,174 -35,576 5
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.1% -0.1% 58.9 173,931 -12,228 5
PENN funds › PENN ENTERTAINMENT INC ADD 0.1% -0.0% 58.6 2,744,568 +652,324 2 +117.3%
HD funds › HOME DEPOT INC ADD 0.1% +0.1% 58.2 165,104 +163,104 5
SHAK funds › SHAKE SHACK INC NEW 0.1% +0.1% 58.0 1,035,680 +1,035,680 1 +131.4%
LYV funds › LIVE NATION ENTERTAINMENT IN ADD 0.1% -0.1% 56.6 309,044 +12,416 5
PLNT funds › PLANET FITNESS MASTER ISSUER TRIM 0.1% -0.2% 56.1 1,075,674 -124,390 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.0% 56.0 129,318 +12,648 5
CDNA funds › CAREDX INC TRIM 0.1% -0.1% 55.2 1,937,326 -1,399,083 5
PRMB funds › PRIMO BRANDS CORPORATION ADD 0.1% -0.0% 54.0 2,211,413 +24,828 5
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO ADD 0.1% -0.1% 53.7 1,077,941 +362,546 5
TEM funds › TEMPUS AI INC ADD 0.1% -0.0% 52.4 904,259 +4,981 5
SITM funds › SITIME CORP TRIM 0.1% -0.0% 52.3 70,204 -46,757 5
AEIS funds › ADVANCED ENERGY INDS TRIM 0.1% -0.2% 52.0 139,367 -129,358 5
DPC funds › DPC HOLDINGS PLC NEW 0.1% +0.1% 50.9 1,038,331 +1,038,331 1 +15.7%
TW funds › TRADEWEB MKTS INC ADD 0.1% -0.1% 50.9 510,853 +143,405 5
BAP funds › CREDICORP LTD TRIM 0.1% -0.2% 50.2 128,884 -93,340 5
INTA funds › INTAPP INC TRIM 0.1% -0.1% 50.2 1,990,657 -153,613 5
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 50.0 43,335 +39,988 3 +532.2%
NTSK funds › NETSKOPE INC ADD 0.1% -0.0% 50.0 4,567,336 +743,258 4 -56.9%
TTAN funds › SERVICETITAN INC TRIM 0.1% -0.1% 49.9 705,163 -409,253 5
CZR funds › CAESARS ENTERTAINMENT INC NE ADD 0.1% -0.1% 49.6 1,644,259 +1,060 2 +120.8%
AADX funds › APPLIED AEROSPACE & DEFENSE NEW 0.1% +0.1% 49.5 2,173,823 +2,173,823 1 -56.3%
CPNG funds › COUPANG INC TRIM 0.1% -0.1% 48.3 2,779,552 -29,961 5
DLR funds › DIGITAL RLTY TR INC TRIM 0.1% -0.2% 46.9 261,118 -223,645 5
JLL funds › JONES LANG LASALLE INC TRIM 0.1% -0.2% 46.8 151,040 -90,168 5
MAIR funds › MADISON AIR SOLUTIONS CORP NEW 0.1% +0.1% 45.6 1,169,540 +1,169,540 1 -81.4%
IBP funds › INSTALLED BLDG PRODS INC ADD 0.1% -0.1% 45.6 198,310 +94 5
ARXS funds › ARXIS INC NEW 0.1% +0.1% 45.3 982,805 +982,805 1 +741.8%
PHM funds › PULTE GROUP INC NEW 0.1% +0.1% 45.2 329,727 +329,727 1 +65.6%
NEOG funds › NEOGEN CORP ADD 0.1% -0.1% 45.1 5,015,968 +6,309 5
STVN funds › STEVANATO GROUP S P A TRIM 0.1% -0.0% 45.1 2,494,871 -5,567 5
LOW funds › LOWES COS INC TRIM 0.1% -0.1% 43.8 198,685 -8,103 5
ONT funds › ONTERRIS INC TRIM 0.1% -0.1% 43.2 2,137,406 -30,777 5
XP funds › XP INC TRIM 0.1% -0.1% 42.8 2,634,268 -40,303 5
FWONA funds › LIBERTY MEDIA CORP DEL ADD 0.1% -0.0% 42.0 479,738 +163,164 5
ROL funds › ROLLINS INC ADD 0.1% -0.1% 41.9 1,003,324 +5,304 5
BYD funds › BOYD GAMING CORP ADD 0.1% +0.0% 41.2 466,256 +386,556 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.1% 40.9 79,709 -45 5
LGN funds › LEGENCE CORP TRIM 0.1% -0.2% 40.5 475,469 -770,213 4 +108.7%
ILMN funds › ILLUMINA INC ADD 0.1% -0.0% 39.9 227,094 +7,735 5
IRM funds › IRON MTN INC DEL TRIM 0.1% -0.1% 39.2 310,721 -214,549 2 +15.7% re-entry
TRU funds › TRANSUNION TRIM 0.1% -0.1% 39.2 544,036 -97,143 5
VCYT funds › VERACYTE INC TRIM 0.1% -0.0% 38.2 650,686 -4,836 5
KBH funds › KB HOME NEW 0.1% +0.1% 37.5 599,141 +599,141 1 +114.7%
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.1% -0.1% 37.4 93,927 -3,370 5
FROG funds › JFROG LTD TRIM 0.1% -0.0% 37.3 410,585 -209,728 5
WAY funds › WAYSTAR HLDG CORP TRIM 0.1% -0.1% 36.7 1,787,600 -537,969 3 -60.1%
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.1% -0.0% 36.6 163,566 -2,492 5
CUSIP:533714101 funds › LINCOLN INTL INC NEW 0.1% +0.1% 36.1 1,511,824 +1,511,824 1
YMM funds › FULL TRUCK ALLIANCE CO LTD ADD 0.1% -0.1% 36.0 4,429,188 +244,830 5
OFRM funds › ONCE UPON A FARM PBC ADD 0.1% -0.0% 35.9 1,752,844 +2,986 2 -79.2%
CAKE funds › CHEESECAKE FACTORY INC TRIM 0.1% -0.1% 35.8 450,000 -550,037 5
RKT funds › ROCKET COS INC TRIM 0.1% -0.1% 35.7 2,265,775 -562,559 3 -37.9%
FICO funds › FAIR ISAAC CORP TRIM 0.1% -0.1% 35.5 29,748 -28,181 5
SSNC funds › SS&C TECH HLDGS TRIM 0.1% -0.1% 34.8 560,789 -11,662 5
HROW funds › HARROW INC NEW 0.1% +0.1% 34.4 809,350 +809,350 1 +168.6%
STEP funds › STEPSTONE GROUP INC TRIM 0.1% -0.1% 34.3 828,911 -1,663 5
AXGN funds › AXOGEN INC ADD 0.1% -0.0% 34.2 740,210 +96,467 2 +69.9%
ANDG funds › ANDERSEN GROUP INC ADD 0.1% -0.0% 34.0 901,874 +1,725 3 +177.0%
CDRO funds › CODERE ONLINE LUXEMBOURG S A HOLD 0.1% -0.0% 33.5 3,503,284 +0 5
VIST funds › VISTA ENERGY S.A.B. DE C.V. TRIM 0.1% -0.1% 33.4 523,234 -7,003 2 +30.8%
ARQT funds › ARCUTIS BIOTHERAPEUTICS INC ADD 0.0% -0.0% 32.9 1,253,120 +180,931 3 -24.4%
NVMI funds › NOVA LTD ADD 0.0% -0.0% 32.7 60,244 +386 5
S funds › SENTINELONE INC ADD 0.0% -0.0% 32.4 1,910,096 +1,892 5
WCN funds › WASTE CONNECTIONS INC ADD 0.0% -0.0% 32.3 193,920 +1,299 5
LPLA funds › LPL FINL HLDGS INC TRIM 0.0% -0.1% 32.2 114,224 -7,554 5
JHX funds › JAMES HARDIE INDS PLC NEW 0.0% +0.0% 32.0 1,221,587 +1,221,587 1 +519.3%
ZLAB funds › ZAI LAB LTD TRIM 0.0% -0.0% 30.9 1,623,694 -34,624 5
COO funds › COOPER COS INC TRIM 0.0% -0.1% 30.7 427,888 -26,976 5
NCNO funds › NCINO INC TRIM 0.0% -0.0% 30.5 1,867,719 -182,354 5
VEEV funds › VEEVA SYS INC TRIM 0.0% -0.0% 29.8 167,676 -450 5
MANE funds › VERADERMICS INC ADD 0.0% +0.0% 28.2 229,581 +169,913 2 +460.4%
NBIS funds › NEBIUS GROUP N.V. ADD 0.0% +0.0% 27.4 99,259 +44,427 2 +724.5%
TWFG funds › TWFG INC TRIM 0.0% -0.0% 27.3 1,135,091 -8 5
GCMG funds › GCM GROSVENOR INC ADD 0.0% -0.0% 27.1 2,204,959 +4,610 5
AVNT funds › AVIENT CORPORATION TRIM 0.0% -0.0% 25.9 700,000 -78,000 5
MP funds › MP MATERIALS CORP ADD 0.0% +0.0% 25.5 455,258 +452,803 2 -25.0%
BBD funds › BANCO BRADESCO S A TRIM 0.0% -0.1% 25.3 7,302,361 -2,781,148 2 -63.2%
VTR funds › VENTAS INC TRIM 0.0% -0.2% 25.0 281,483 -716,856 5
COHR funds › COHERENT CORP TRIM 0.0% -0.0% 25.0 63,346 -3,636 5 +187.8%
ESTA funds › ESTABLISHMENT LABS HLDGS INC TRIM 0.0% -0.1% 24.6 286,098 -678,069 5
DFTX funds › DEFINIUM THERAPEUTICS INC NEW 0.0% +0.0% 24.5 520,108 +520,108 1 +1972.2%
CDW funds › CDW CORP TRIM 0.0% -0.0% 24.2 172,116 -30,257 5
MSFT funds › MICROSOFT CORP TRIM 0.0% -0.0% 23.8 63,695 -10,058 5
MGM funds › MGM RESORTS INTERNATIONAL TRIM 0.0% -0.1% 22.9 479,107 -517,427 2 +36.2%
VSEC funds › VSE CORP ADD 0.0% -0.0% 22.9 100,166 +25,155 2 -2.0%
WTW funds › WILLIS TOWERS WATSON PLC LTD TRIM 0.0% -0.0% 22.0 84,157 -1,761 5
FRVO funds › FERVO ENERGY CO NEW 0.0% +0.0% 22.0 751,114 +751,114 1 -118.1%
IRTC funds › IRHYTHM HOLDINGS INC TRIM 0.0% -0.0% 21.6 181,430 -2,470 2 -59.5%
EXPO funds › EXPONENT INC TRIM 0.0% -0.1% 21.4 364,297 -132,436 5
CWK funds › CUSHMAN AND WAKEFIELD LTD NEW 0.0% +0.0% 20.9 1,557,978 +1,557,978 1 +47.5% re-entry
MHK funds › MOHAWK INDS INC NEW 0.0% +0.0% 20.8 171,703 +171,703 1 +338.2%
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.0% +0.0% 20.8 229,603 +188,427 5
BXP funds › BXP INC NEW 0.0% +0.0% 20.7 312,545 +312,545 1 +57.2% re-entry
AGYS funds › AGILYSYS INC TRIM 0.0% -0.0% 20.6 197,104 -9,297 5
TME funds › TENCENT MUSIC ENTMT GROUP ADD 0.0% -0.0% 20.2 2,424,631 +365,232 5
STUB funds › STUBHUB HLDGS INC TRIM 0.0% -0.0% 20.2 1,571,955 -359,362 4 -91.4%
ZS funds › ZSCALER INC TRIM 0.0% -0.0% 19.9 140,953 -32,072 5
EQR funds › EQUITY RESIDENTIAL TRIM 0.0% -0.1% 19.6 288,564 -184,932 5
NP funds › NEPTUNE INS HLDGS INC TRIM 0.0% -0.0% 19.2 608,692 -99,782 3 +22.8%
SQM funds › SOCIEDAD QUIMICA Y MINERA DE TRIM 0.0% -0.1% 19.0 256,786 -303,988 4 +45.0%
PONY funds › PONY AI INC ADD 0.0% -0.0% 18.9 2,720,081 +594,438 5 -73.4%
ARE funds › ALEXANDRIA REAL ESTATE EQ IN NEW 0.0% +0.0% 17.8 336,176 +336,176 1 -4.3% re-entry
TRNS funds › TRANSCAT INC TRIM 0.0% -0.0% 17.6 190,243 -40,111 5
LITE funds › LUMENTUM HLDGS INC TRIM 0.0% -0.0% 17.5 20,447 -533 4 +683.0%
AFYA funds › AFYA LTD TRIM 0.0% -0.0% 17.5 1,176,247 -307,411 5
ANET funds › ARISTA NETWORKS INC TRIM 0.0% -0.0% 17.2 101,174 -3,554 4 +22.9%
GDYN funds › GRID DYNAMICS HLDGS INC TRIM 0.0% -0.0% 17.0 3,000,000 -322 5
DXCM funds › DEXCOM INC ADD 0.0% -0.0% 16.5 245,000 +4,000 5
MCO funds › MOODYS CORP ADD 0.0% -0.0% 16.5 36,429 +197 5
EFOR funds › EVERFORTH INC TRIM 0.0% -0.1% 16.3 910,800 -150,000 5
EPAC funds › ENERPAC TOOL GROUP CORP TRIM 0.0% -0.0% 16.0 445,669 -1,974 5
SAIL funds › SAILPOINT INC ADD 0.0% +0.0% 15.9 1,087,053 +794,456 5
KKR funds › KKR & CO INC TRIM 0.0% -0.0% 15.9 173,118 -60,150 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 14.9 36,576 -2,601 5
UDR funds › UDR INC TRIM 0.0% -0.1% 14.9 372,699 -399,895 2 -28.5% re-entry
VAC funds › MARRIOTT VACATIONS WORLDWIDE TRIM 0.0% -0.0% 14.8 144,788 -69,492 5
HAWK funds › HAWKEYE 360 INC NEW 0.0% +0.0% 14.1 694,909 +694,909 1 -96.4%
EGP funds › EASTGROUP PPTYS INC TRIM 0.0% -0.0% 13.8 67,985 -16,629 5
XPEV funds › XPENG INC NEW 0.0% +0.0% 13.4 1,014,717 +1,014,717 1 -89.2% re-entry
BAH funds › BOOZ ALLEN HAMILTON HLDG COR TRIM 0.0% -0.1% 13.4 220,626 -287,023 5
JAN funds › JANUS LIVING INC ADD 0.0% +0.0% 13.2 459,600 +234,600 2 +56.3%
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.0% -0.0% 13.0 109,894 -225 5
XE funds › X-ENERGY INC NEW 0.0% +0.0% 12.8 695,538 +695,538 1 -80.5%
PEB funds › PEBBLEBROOK HOTEL TR TRIM 0.0% -0.0% 12.1 624,157 -75,000 2 +81.2%
CNS funds › COHEN & STEERS INC TRIM 0.0% -0.0% 11.7 153,511 -11,565 5
CME funds › CME GROUP INC TRIM 0.0% -0.0% 11.1 50,234 -1,466 5
BIPC funds › BROOKFIELD INFRASTRUCTURE CO NEW 0.0% +0.0% 11.1 287,744 +287,744 1 -24.1%
WY funds › WEYERHAEUSER CO ADD 0.0% -0.0% 10.9 454,031 +2,400 3 -0.5%
XYZ funds › BLOCK INC TRIM 0.0% -0.0% 10.8 142,692 -23,036 5
HST funds › HOST HOTELS & RESORTS INC TRIM 0.0% -0.0% 10.7 452,588 -241,499 5 +21.5%
IEX funds › IDEX CORP TRIM 0.0% -0.0% 10.6 46,717 -6,059 5
CUBE funds › CUBESMART ADD 0.0% -0.0% 9.3 233,813 +46,000 2 -10.4%
IEMG funds › ISHARES INC NEW 0.0% +0.0% 9.3 111,940 +111,940 1 -10.9%
AZN funds › ASTRAZENECA PLC TRIM 0.0% -0.0% 9.1 47,835 -16,000 2 -75.4%
HLLY funds › HOLLEY INC HOLD 0.0% -0.0% 8.3 3,250,000 +0 5
ESS funds › ESSEX PPTY TR INC ADD 0.0% -0.0% 7.4 25,225 +9,100 3 -0.3%
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 7.1 12,293 +12,293 1 +105.4%
INIO funds › INNIO NV NEW 0.0% +0.0% 6.9 175,001 +175,001 1 -100.6%
MUFG funds › MITSUBISHI UFJ FINANCIAL GRO HOLD 0.0% -0.0% 6.7 336,533 +0 5
FLIN funds › FRANKLIN TEMPLETON ETF TR NEW 0.0% +0.0% 6.6 185,954 +185,954 1 -4.8%
JNJ funds › JOHNSON & JOHNSON ADD 0.0% -0.0% 6.4 25,172 +2,672 3 +22.2%
HGV funds › HILTON GRAND VACATIONS INC HOLD 0.0% -0.0% 5.8 110,200 +0 5
CURB funds › CURBLINE PPTYS CORP NEW 0.0% +0.0% 5.8 189,643 +189,643 1 +22.4%
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.0% -0.0% 5.2 5,569 -780 5
EXR funds › EXTRA SPACE STORAGE INC TRIM 0.0% -0.0% 4.9 33,611 -26,400 3 -0.5%
A funds › AGILENT TECHNOLOGIES INC HOLD 0.0% -0.0% 4.9 36,589 +0 5
TEVA funds › TEVA PHARMACEUTICAL INDS LTD ADD 0.0% -0.0% 4.7 138,987 +8,987 5 +61.0%
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 4.6 9,219 -14,451 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD TRIM 0.0% -0.0% 4.6 102,513 -295,559 5
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD HOLD 0.0% -0.0% 4.4 125,000 +0 4
TRNO funds › TERRENO RLTY CORP HOLD 0.0% -0.0% 4.4 67,525 +0 5 -8.5%
UNH funds › UNITEDHEALTH GROUP INC NEW 0.0% +0.0% 4.2 10,059 +10,059 1 -9.9% re-entry
VOYG funds › VOYAGER TECHNOLOGIES INC HOLD 0.0% -0.0% 3.9 120,000 +0 5 -47.8%
PANW funds › PALO ALTO NETWORKS INC TRIM 0.0% -0.0% 3.7 10,774 -7,158 2 +445.9%
BXMT funds › BLACKSTONE MORTGAGE TRUST IN TRIM 0.0% -0.1% 3.2 190,942 -1,377,488 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.0% -0.0% 3.0 6,000 -1,500 5
ELAN funds › ELANCO ANIMAL HEALTH INC TRIM 0.0% -0.0% 2.9 118,039 -45,424 3 -10.0%
VRSN funds › VERISIGN INC TRIM 0.0% -0.0% 2.8 11,326 -3,078 5
MRK funds › MERCK & CO INC TRIM 0.0% -0.0% 2.8 22,000 -3,000 2 -2.2%
MC funds › MOELIS & CO TRIM 0.0% -0.0% 2.8 43,050 -120,147 5
NTRA funds › NATERA INC TRIM 0.0% -0.0% 2.8 10,238 -6,408 5
GH funds › GUARDANT HEALTH INC TRIM 0.0% -0.0% 2.5 16,500 -15,500 2 +88.2%
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 2.5 3,392 +3,392 1 +110.2%
MDGL funds › MADRIGAL PHARMACEUTICALS INC TRIM 0.0% -0.0% 2.4 4,500 -800 4 +15.3%
RVMD funds › REVOLUTION MEDICINES INC ADD 0.0% +0.0% 2.3 12,500 +10,000 2 +293.7%
BAC funds › BANK OF AMER CORP ADD 0.0% -0.0% 2.3 40,994 +12,794 2 +22.9%
KYMR funds › KYMERA THERAPEUTICS INC HOLD 0.0% -0.0% 2.3 20,000 +0 4 +154.3%
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 2.3 18,000 -12,000 5
WH funds › WYNDHAM HOTELS & RESORTS INC NEW 0.0% +0.0% 2.2 25,964 +25,964 1 -44.3% re-entry
BE funds › BLOOM ENERGY CORP NEW 0.0% +0.0% 2.2 7,204 +7,204 1 -63.0%
MS funds › MORGAN STANLEY ADD 0.0% -0.0% 2.0 9,620 +520 3 +31.0%
PTGX funds › PROTAGONIST THERAPEUTICS INC ADD 0.0% -0.0% 2.0 16,000 +1,000 3 +101.9%
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 1.9 5,000 +5,000 1 -15.7%
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.0% -0.0% 1.9 12,129 -1,238 5
DB funds › DEUTSCHE BK AG TRIM 0.0% -0.0% 1.7 51,421 -88,276 5
JPM funds › JPMORGAN CHASE & CO NEW 0.0% +0.0% 1.7 5,300 +5,300 1 +97.8%
XENE funds › XENON PHARMACEUTICALS INC HOLD 0.0% -0.0% 1.5 25,000 +0 5
DEI funds › DOUGLAS EMMETT INC HOLD 0.0% -0.0% 1.5 124,363 +0 5
ODD funds › ODDITY TECH LTD ADD 0.0% -0.0% 1.4 89,307 +26,677 5
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 1.3 1,352 +242 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 1.2 5,919 -81 4 -15.3%
IONS funds › IONIS PHARMACEUTICALS INC TRIM 0.0% -0.0% 1.1 14,000 -31,000 4 +8.8%
INSM funds › INSMED INC TRIM 0.0% -0.0% 1.1 10,000 -10,000 5
AXP funds › AMERICAN EXPRESS CO NEW 0.0% +0.0% 0.9 2,700 +2,700 1 +24.2%
SCCO funds › SOUTHERN COPPER CORP NEW 0.0% +0.0% 0.9 5,203 +5,203 1 +20.3%
AER funds › AERCAP HOLDINGS NV NEW 0.0% +0.0% 0.9 6,200 +6,200 1 +20.6%
CYTK funds › CYTOKINETICS INC TRIM 0.0% -0.0% 0.9 10,000 -13,000 2 -7.0% re-entry
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.0% -0.0% 0.8 800 +0 5
LSCC funds › LATTICE SEMICONDUCTOR CORP TRIM 0.0% -0.0% 0.8 5,147 -2,145 3 +150.7%
HOOD funds › ROBINHOOD MKTS INC TRIM 0.0% -0.0% 0.8 7,500 -220 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.7 1 +0 5
QCOM funds › QUALCOMM INC HOLD 0.0% -0.0% 0.7 4,000 +0 5
AXSM funds › AXSOME THERAPEUTICS INC NEW 0.0% +0.0% 0.7 3,000 +3,000 1 -47.0%
RACE funds › FERRARI N V ADD 0.0% -0.0% 0.7 1,958 +455 4 -31.0%
ITUB funds › ITAU UNIBANCO HLDG S A NEW 0.0% +0.0% 0.7 83,966 +83,966 1 -44.3%
JKHY funds › HENRY JACK & ASSOC INC TRIM 0.0% -0.0% 0.7 4,947 -69 5
PGR funds › PROGRESSIVE CORP TRIM 0.0% -0.0% 0.7 3,050 -402 5
RDDT funds › REDDIT INC ADD 0.0% -0.0% 0.5 3,036 +276 3 -31.3% re-entry
GRAL funds › GRAIL INC TRIM 0.0% -0.0% 0.5 7,449 -264 5
TNGX funds › TANGO THERAPEUTICS INC NEW 0.0% +0.0% 0.5 15,000 +15,000 1 +120.7%
VIK funds › VIKING HOLDINGS LTD NEW 0.0% +0.0% 0.5 4,477 +4,477 1 +47.1%
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.0% -0.0% 0.5 13,643 -160 3 -11.1%
HLNE funds › HAMILTON LANE INC ADD 0.0% -0.0% 0.5 5,884 +1,884 3 -46.1%
TROW funds › PRICE T ROWE GROUP INC HOLD 0.0% -0.0% 0.5 4,000 +0 5
SNPS funds › SYNOPSYS INC TRIM 0.0% -0.0% 0.4 985 -3,488 4 -54.0%
EFX funds › EQUIFAX INC TRIM 0.0% -0.0% 0.4 2,668 -36 5
AME funds › AMETEK INC NEW 0.0% +0.0% 0.4 1,680 +1,680 1 +42.3%
ASND funds › ASCENDIS PHARMA A/S NEW 0.0% +0.0% 0.4 1,500 +1,500 1 -3.9%
ELVN funds › ENLIVEN THERAPEUTICS INC NEW 0.0% +0.0% 0.4 7,500 +7,500 1 +390.8%
BWXT funds › BWX TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 1,782 +156 3 -26.2%
ABVX funds › ABIVAX SA TRIM 0.0% -0.0% 0.3 2,500 -3,000 4 +47.1%
NAMS funds › NEWAMSTERDAM PHARMA COMPANY NEW 0.0% +0.0% 0.3 9,000 +9,000 1 -86.6%
PBR funds › PETROLEO BRASILEIRO S A NEW 0.0% +0.0% 0.3 18,666 +18,666 1 -68.1%
CHDN funds › CHURCHILL DOWNS INC TRIM 0.0% -0.0% 0.3 3,290 -1,911 2 -24.8%
HDB funds › HDFC BANK LTD TRIM 0.0% -0.0% 0.3 11,373 -51,919 5
VALE funds › VALE S A NEW 0.0% +0.0% 0.2 14,474 +14,474 1 -70.9%
MANH funds › MANHATTAN ASSOCIATES INC HOLD 0.0% -0.0% 0.2 1,550 +0 5
APP funds › APPLOVIN CORP ADD 0.0% -0.0% 0.1 276 +97 2 -61.9%
INTU funds › INTUIT TRIM 0.0% -0.0% 0.1 500 -19,835 5
TECH funds › BIO-TECHNE CORP TRIM 0.0% -0.1% 0.1 1,800 -559,641 5
AAPL funds › APPLE INC NEW 0.0% +0.0% 0.1 408 +408 1 -12.1% re-entry
WSO funds › WATSCO INC ADD 0.0% -0.0% 0.1 269 +42 3 -31.3%
SBAC funds › SBA COMMUNICATIONS CORP HOLD 0.0% -0.0% 0.1 600 +0 5
BNTX funds › BIONTECH SE HOLD 0.0% -0.0% 0.1 776 +0 5
LIN funds › LINDE PLC NEW 0.0% +0.0% 0.0 88 +88 1 -44.2%
PI funds › IMPINJ INC ADD 0.0% +0.0% 0.0 314 +295 4 -15.3%
FND funds › FLOOR & DECOR HLDGS INC TRIM 0.0% -0.2% 0.0 740 -1,273,024 5
PAR funds › PAR TECHNOLOGY CORP TRIM 0.0% -0.0% 0.0 2,166 -942,135 5
GEV funds › GE VERNOVA INC NEW 0.0% +0.0% 0.0 15 +15 1 -1.4%
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.0 49 +49 1 -48.7%
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.0 123 -12,882 2 +42.0%
APGE funds › APOGEE THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -15,000 0
VIA funds › VIA TRANSN INC EXIT 0.0% -0.0% 0.0 0 -370,985 0 -107.0%
VKTX funds › VIKING THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -125,486 0
AHR funds › AMERICAN HEALTHCARE REIT INC EXIT 0.0% -0.0% 0.0 0 -204,159 0
TEAM funds › ATLASSIAN CORPORATION EXIT 0.0% -0.0% 0.0 0 -1,845 0
RMBS funds › RAMBUS INC DEL EXIT 0.0% -0.0% 0.0 0 -3,111 0 +80.6%
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -35,000 0
ABBV funds › ABBVIE INC EXIT 0.0% -0.0% 0.0 0 -8,000 0 -16.4%
MDLN funds › MEDLINE INC EXIT 0.0% -0.0% 0.0 0 -14,000 0 -102.5%
AMH funds › AMERICAN HOMES 4 RENT EXIT 0.0% -0.0% 0.0 0 -93,977 0
NOW funds › SERVICENOW INC EXIT 0.0% -0.0% 0.0 0 -134,330 0
FVRR funds › FIVERR INTL LTD EXIT 0.0% -0.0% 0.0 0 -327,869 0
PODD funds › INSULET CORP EXIT 0.0% -0.0% 0.0 0 -11,229 0 -78.5%
BMI funds › BADGER METER INC EXIT 0.0% -0.1% 0.0 0 -312,213 0 -65.8%
KMX funds › CARMAX INC EXIT 0.0% -0.0% 0.0 0 -10,875 0
SYK funds › STRYKER CORPORATION EXIT 0.0% -0.0% 0.0 0 -5,500 0
AMT funds › AMERICAN TOWER CORP EXIT 0.0% -0.0% 0.0 0 -23,709 0
SEI funds › SOLARIS ENERGY INFRAS INC EXIT 0.0% -0.0% 0.0 0 -38,970 0 +226.4%
ADC funds › AGREE RLTY CORP EXIT 0.0% -0.0% 0.0 0 -83,347 0
PDD funds › PDD HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -61,948 0
ALKT funds › ALKAMI TECHNOLOGY INC EXIT 0.0% -0.1% 0.0 0 -2,308,036 0
CG funds › CARLYLE GROUP INC EXIT 0.0% -0.0% 0.0 0 -157,000 0
CUSIP:185123106 funds › CLEARWATER ANALYTICS HLDGS I EXIT 0.0% -0.0% 0.0 0 -154,864 0
CUSIP:04351P101 funds › ASCENDIS PHARMA A/S EXIT 0.0% -0.0% 0.0 0 -5,600 0
TMHC funds › TAYLOR MORRISON HOME CORP EXIT 0.0% -0.1% 0.0 0 -554,505 0
WIX funds › WIX COM LTD EXIT 0.0% -0.0% 0.0 0 -136,080 0
SKY funds › CHAMPION HOMES INC EXIT 0.0% -0.1% 0.0 0 -469,822 0 -54.3%
SHW funds › SHERWIN WILLIAMS CO EXIT 0.0% -0.1% 0.0 0 -70,846 0 -93.3%
ARX funds › ACCELERANT HOLDINGS EXIT 0.0% -0.0% 0.0 0 -1,208,794 0 -74.8%
GLIBK funds › GCI LIBERTY INC EXIT 0.0% -0.1% 0.0 0 -688,388 0 -67.8%
INSP funds › INSPIRE MED SYS INC EXIT 0.0% -0.0% 0.0 0 -298,470 0
EPRT funds › ESSENTIAL PPTYS RLTY TR INC EXIT 0.0% -0.0% 0.0 0 -434,808 0 -56.1%
SPRY funds › ARS PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -1,273,341 0 -71.8%
RHI funds › ROBERT HALF INC. EXIT 0.0% -0.0% 0.0 0 -15,600 0
VRNS funds › VARONIS SYS INC EXIT 0.0% -0.1% 0.0 0 -1,239,294 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 66,641 345 0.41 61% 0.151 0.719 in
2026Q1 33,128 326 0.12 41% 0.032 0.904 in
2025Q4 36,911 327 0.09 43% 0.035 0.914 in
2025Q3 37,713 330 0.10 42% 0.033 0.912 in
2025Q2 36,888 306 0.09 42% 0.027 0.931 entered
2025Q1 34,046 314 0.00 43% 0.028 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status