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FORMULA GROWTH LTD 13F holdings

Filed 2026-08-17 · FORMULA GROWTH LTD · 145 positions · $284.3M

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC12.0K$13.9M4.9%
SWIMLATHAM GROUP INC1.4M$8.9M3.1%
—STRATASYS LTD860.0K$7.4M2.6%
COMPCOMPASS INC487.3K$6.0M2.1%
ALHCALIGNMENT HEALTHCARE INC221.3K$5.3M1.9%
CECOCECO ENVIRONMENTAL CORP55.2K$5.0M1.8%
—JAMES HARDIE INDS PLC189.8K$5.0M1.7%
XPOXPO INC23.0K$4.7M1.7%
KVYOKLAVIYO INC300.0K$4.5M1.6%
ORNORION GROUP HLDGS INC256.6K$4.3M1.5%
CALXCALIX INC115.0K$4.3M1.5%
EQPTEQUIPMENTSHARE COM INC214.5K$4.2M1.5%
FOXFFOX FACTORY HLDG CORP242.4K$4.1M1.4%
RYAAYRYANAIR HOLDINGS PLC62.4K$4.0M1.4%
UUNITY SOFTWARE INC140.0K$4.0M1.4%
PACKRANPAK HOLDINGS CORP522.1K$3.8M1.3%
PANWPALO ALTO NETWORKS INC10.9K$3.7M1.3%
MODMODINE MFG CO13.5K$3.6M1.3%
BTSGBRIGHTSPRING HEALTH SVCS INC50.3K$3.5M1.2%
—ICON PLC18.7K$3.2M1.1%
RBARB GLOBAL INC27.6K$3.2M1.1%
LINDLINDBLAD EXPEDITIONS HLDGS I111.5K$3.1M1.1%
CVSACOVISTA INC25.2K$3.1M1.1%
UAUNDER ARMOUR INC500.0K$3.1M1.1%
HQYHEALTHEQUITY INC34.4K$3.1M1.1%
SAHSONIC AUTOMOTIVE INC35.8K$3.0M1.1%
LAWCS DISCO INC800.0K$3.0M1.1%
FNFABRINET5.4K$3.0M1.1%
AIRAAR CORP20.9K$3.0M1.1%
AXAXOS FINANCIAL INC30.6K$3.0M1.0%
GHGUARDANT HEALTH INC19.3K$2.9M1.0%
UTHRUNITED THERAPEUTICS CORP DEL5.3K$2.9M1.0%
LULULULULEMON ATHLETICA INC25.0K$2.9M1.0%
MECMAYVILLE ENGR CO INC75.0K$2.8M1.0%
LNTHLANTHEUS HLDGS INC25.1K$2.8M1.0%
BILLBILL HOLDINGS INC75.0K$2.7M1.0%
NOKNOKIA CORP200.0K$2.7M0.9%
EVHEVOLENT HEALTH INC485.0K$2.6M0.9%
—COPA HOLDINGS SA15.5K$2.4M0.8%
NSPINSPERITY INC56.7K$2.3M0.8%
RHRH14.0K$2.3M0.8%
AGYSAGILYSYS INC22.0K$2.3M0.8%
CDNACAREDX INC78.0K$2.2M0.8%
FCFSFIRSTCASH HOLDINGS INC10.0K$2.2M0.8%
SSNCSS&C TECH HLDGS34.7K$2.2M0.8%
TPCTUTOR PERINI CORP24.6K$2.0M0.7%
JBHTHUNT J B TRANS SVCS INC7.0K$2.0M0.7%
MDBMONGODB INC6.0K$2.0M0.7%
HCAHCA HEALTHCARE INC5.0K$1.9M0.7%
GPNGLOBAL PMTS INC26.8K$1.9M0.7%
LAURLAUREATE ED INC53.0K$1.9M0.7%
BBWBUILD-A-BEAR WORKSHOP INC62.6K$1.9M0.7%
UBERUBER TECHNOLOGIES INC26.5K$1.9M0.7%
ARLOARLO TECHNOLOGIES INC140.0K$1.9M0.7%
TWLOTWILIO INC9.0K$1.9M0.7%
NXPWNEXTPOWER INC15.5K$1.8M0.6%
PODDINSULET CORP12.0K$1.8M0.6%
GXOGXO LOGISTICS INCORPORATED34.0K$1.7M0.6%
ABNBAIRBNB INC12.0K$1.7M0.6%
MANEVERADERMICS INC13.9K$1.7M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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