FORMULA GROWTH LTD: 13F holdings
CIK 10932192026Q2
| Positions | 145 |
|---|---|
| Reported value | $284.3m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 12,000 | $13.9m | 4.9% |
| LATHAM GROUP INC | 1,375,082 | $8.9m | 3.1% |
| STRATASYS LTD | 860,000 | $7.4m | 2.6% |
| COMP COMPASS INC | 487,300 | $6.0m | 2.1% |
| ALHC ALIGNMENT HEALTHCARE INC | 221,347 | $5.3m | 1.9% |
| CECO CECO ENVIRONMENTAL CORP | 55,159 | $5.0m | 1.8% |
| JHX JAMES HARDIE INDS PLC | 189,765 | $5.0m | 1.7% |
| XPO XPO INC | 23,000 | $4.7m | 1.7% |
| KVYO KLAVIYO INC | 300,000 | $4.5m | 1.6% |
| ORN ORION GROUP HLDGS INC | 256,633 | $4.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1093219")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.