Universe · entity
FORMULA GROWTH LTD
Institutional manager (13F) · CIK 1093219
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $147M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | $7M | 21,000 |
| 2 | LATHAM GROUP INC | $7M | 1,255,082 |
| 3 | STRATASYS LTD | $6M | 800,000 |
| 4 | FOX FACTORY HLDG CORP | $5M | 279,206 |
| 5 | JAMES HARDIE INDS PLC | $4M | 236,840 |
| 6 | XPO INC | $4M | 23,000 |
| 7 | ALIGNMENT HEALTHCARE INC | $4M | 239,208 |
| 8 | COMPASS INC | $4M | 567,300 |
| 9 | NOKIA CORP | $4M | 475,000 |
| 10 | CECO ENVIRONMENTAL CORP | $4M | 62,344 |
| 11 | RYANAIR HOLDINGS PLC | $4M | 62,388 |
| 12 | FABRINET | $3M | 6,400 |
| 13 | ORION GROUP HLDGS INC | $3M | 297,696 |
| 14 | MODINE MFG CO | $3M | 14,700 |
| 15 | UNITED THERAPEUTICS CORP DEL | $3M | 5,356 |
| 16 | LULULEMON ATHLETICA INC | $3M | 20,000 |
| 17 | CS DISCO INC | $3M | 800,000 |
| 18 | BRIGHTSPRING HEALTH SVCS INC | $3M | 69,678 |
| 19 | KLAVIYO INC | $3M | 150,000 |
| 20 | COVISTA INC | $3M | 25,304 |
| 21 | HEALTHEQUITY INC | $3M | 34,552 |
| 22 | BILL HOLDINGS INC | $3M | 75,000 |
| 23 | UNITY SOFTWARE INC | $3M | 130,000 |
| 24 | EQUIPMENTSHARE COM INC | $3M | 136,950 |
| 25 | RB GLOBAL INC | $3M | 27,708 |
| 26 | AXOS FINANCIAL INC | $3M | 30,624 |
| 27 | INSULET CORP | $3M | 12,029 |
| 28 | RANPAK HOLDINGS CORP | $2M | 694,527 |
| 29 | SONIC AUTOMOTIVE INC | $2M | 35,800 |
| 30 | FORGENT POWER SOLUTIONS INC | $2M | 82,852 |
| 31 | HCA HEALTHCARE INC | $2M | 5,000 |
| 32 | SS&C TECH HLDGS | $2M | 34,725 |
| 33 | UNDER ARMOUR INC | $2M | 400,000 |
| 34 | AAR CORP | $2M | 20,974 |
| 35 | NEXTPOWER INC | $2M | 18,603 |
| 36 | TUTOR PERINI CORP | $2M | 28,962 |
| 37 | MONGODB INC | $2M | 9,000 |
| 38 | ARLO TECHNOLOGIES INC | $2M | 140,000 |
| 39 | UBER TECHNOLOGIES INC | $2M | 26,500 |
| 40 | FIRSTCASH HOLDINGS INC | $2M | 10,000 |
| 41 | CALIX INC | $2M | 38,000 |
| 42 | NAVAN INC | $2M | 140,000 |
| 43 | ARCBEST CORP | $2M | 18,838 |
| 44 | LAUREATE ED INC | $2M | 53,177 |
| 45 | RH | $2M | 13,000 |
| 46 | INSPERITY INC | $2M | 66,700 |
| 47 | MAYVILLE ENGR CO INC | $2M | 100,000 |
| 48 | GXO LOGISTICS INCORPORATED | $2M | 34,000 |
| 49 | COPA HOLDINGS SA | $2M | 15,500 |
| 50 | PALO ALTO NETWORKS INC | $2M | 10,946 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.