FORMULA GROWTH LTD

data from 30/09/2025

Capitalization

$ 281.077 M 6.19 %

Average holding period

11 ans

Performance

$ 214.707 M 74.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FORMULA GROWTH LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SWIM LATHAM GROUP INC 2.68% 7.527 M $ 989033 2022/09/30 1.621 M $ 19.28 %
2025/09/30 JHX JAMES HARDIE INDS PLC 2.58% 7.239 M $ 376840 2025/09/30 0.000 $ 0.00 %
2025/09/30 TEAM ATLASSIAN CORPORATION 2.27% 6.388 M $ 40000 2024/03/31 -1.258 M $ -21.36 %
2025/09/30 SSYS STRATASYS LTD 2.27% 6.384 M $ 570000 2023/06/30 -175.500 K $ -2.35 %
2025/09/30 MU MICRON TECHNOLOGY INC 2.26% 6.358 M $ 38000 2015/12/31 1.675 M $ 35.76 %
2025/09/30 PACK RANPAK HOLDINGS CORP 2.05% 5.762 M $ 1025233 2024/06/30 657.912 K $ 57.42 %
2025/09/30 CECO ENVIRONMENTAL CORP 1.93% 5.411 M $ 105691 2023/06/30 2.339 M $ 80.85 %
2025/09/30 LIND LINDBLAD EXPEDITIONS HLDGS I 1.90% 5.334 M $ 416703 2023/09/30 470.874 K $ 9.68 %
2025/09/30 LAW CS DISCO INC 1.88% 5.297 M $ 820000 2023/03/31 1.735 M $ 47.83 %
2025/09/30 BILL BILL HOLDINGS INC 1.79% 5.032 M $ 95000 2023/12/31 719.312 K $ 14.51 %
2025/09/30 VCTR VICTORY CAP HLDGS INC 1.76% 4.943 M $ 76327 2025/03/31 35.884 K $ 1.71 %
2025/09/30 BBW BUILD-A-BEAR WORKSHOP INC 1.72% 4.845 M $ 74296 2023/09/30 866.720 K $ 26.47 %
2025/09/30 UA UNDER ARMOUR INC 1.72% 4.830 M $ 1000000 2017/09/30 -1.660 M $ -25.58 %
2025/09/30 GLXY GALAXY DIGITAL INC. 1.67% 4.706 M $ 139195 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARCB ARCBEST CORP 1.66% 4.656 M $ 66638 2023/06/30 -443.629 K $ -9.27 %
2025/09/30 PODD INSULET CORP 1.65% 4.645 M $ 15047 2016/06/30 -95.086 K $ -1.73 %
2025/09/30 ALHC ALIGNMENT HEALTHCARE INC 1.54% 4.331 M $ 248208 2025/03/31 625.167 K $ 24.64 %
2025/09/30 TURTLE BEACH CORP 1.47% 4.135 M $ 260075 2025/03/31 241.506 K $ 14.97 %
2025/09/30 ATGE ADTALEM GLOBAL ED INC 1.46% 4.101 M $ 26550 2024/12/31 722.690 K $ 21.39 %
2025/09/30 MNDY MONDAY COM LTD 1.38% 3.874 M $ 20000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HQY HEALTHEQUITY INC 1.37% 3.847 M $ 40590 2025/03/31 -294.605 K $ -9.54 %
2025/09/30 RYAAY RYANAIR HOLDINGS PLC 1.34% 3.757 M $ 62388 2015/12/31 159.089 K $ 4.42 %
2025/09/30 TTD THE TRADE DESK INC 1.31% 3.676 M $ 75000 2025/03/31 -1.425 M $ -31.92 %
2025/09/30 CWAN CLEARWATER ANALYTICS HLDGS I 1.28% 3.604 M $ 200000 2025/06/30 -273.700 K $ -17.83 %
2025/09/30 GENI GENIUS SPORTS LIMITED 1.26% 3.537 M $ 285720 2024/12/31 724.125 K $ 19.04 %
2025/09/30 LAUR LAUREATE EDUCATION INC 1.25% 3.501 M $ 111000 2025/09/30 0.000 $ 0.00 %
2025/09/30 U UNITY SOFTWARE INC 1.21% 3.403 M $ 85000 2022/09/30 3.326 M $ 65.45 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 1.21% 3.391 M $ 26700 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBA RB GLOBAL INC 1.21% 3.387 M $ 31259 2024/12/31 67.832 K $ 2.04 %
2025/09/30 CPRI CAPRI HOLDINGS LIMITED 1.20% 3.380 M $ 169676 2024/12/31 376.680 K $ 12.54 %
2025/09/30 SSNC SS&C TECHNOLOGIES HLDGS INC 1.10% 3.082 M $ 34725 2015/12/31 206.961 K $ 7.20 %
2025/09/30 AEYE AUDIOEYE INC 1.08% 3.049 M $ 220000 2024/12/31 574.599 K $ 18.97 %
2025/09/30 BTSG BRIGHTSPRING HEALTH SVCS INC 1.07% 2.997 M $ 101400 2025/09/30 0.000 $ 0.00 %
2025/09/30 XPO XPO INC 1.06% 2.973 M $ 23000 2015/12/31 68.540 K $ 2.36 %
2025/09/30 RDNT RADNET INC 1.04% 2.910 M $ 38189 2023/09/30 1.027 M $ 33.91 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.03% 2.890 M $ 29500 2019/09/30 137.765 K $ 5.01 %
2025/09/30 FN FABRINET 1.02% 2.880 M $ 7900 2017/06/30 552.526 K $ 23.73 %
2025/09/30 CSGP COSTAR GROUP INC 1.02% 2.869 M $ 34000 2015/12/31 134.979 K $ 4.94 %
2025/09/30 ORN ORION GROUP HLDGS INC 1.00% 2.820 M $ 338883 2024/09/30 -254.162 K $ -8.27 %
2025/09/30 CDNA CAREDX INC 0.99% 2.796 M $ 192293 2024/12/31 -961.465 K $ -25.59 %
2025/09/30 COMP COMPASS INC 0.99% 2.789 M $ 347300 2025/09/30 0.000 $ 0.00 %
2025/09/30 GPN GLOBAL PMTS INC 0.99% 2.771 M $ 33359 2025/03/31 53.850 K $ 3.80 %
2025/09/30 CCL CARNIVAL CORP 0.98% 2.756 M $ 95323 2024/06/30 96.635 K $ 2.81 %
2025/09/30 RH RH 0.98% 2.753 M $ 13553 2025/03/31 277.340 K $ 7.49 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP DEL 0.98% 2.746 M $ 6550 2025/03/31 1.086 M $ 45.89 %
2025/09/30 SAH SONIC AUTOMOTIVE INC 0.97% 2.724 M $ 35800 2015/12/31 -137.472 K $ -4.80 %
2025/09/30 AX AXOS FINANCIAL INC 0.92% 2.592 M $ 30624 2018/09/30 263.672 K $ 11.32 %
2025/09/30 PHR PHREESIA INC 0.92% 2.576 M $ 109534 2025/03/31 -541.097 K $ -17.36 %
2025/09/30 HCA HCA HEALTHCARE INC 0.91% 2.557 M $ 6000 2015/12/31 258.599 K $ 11.25 %
2025/09/30 DXCM DEXCOM INC 0.90% 2.526 M $ 37533 2023/12/31 -950.660 K $ -22.91 %
2025/09/30 TWLO TWILIO INC 0.89% 2.502 M $ 25000 2017/06/30 -339.779 K $ -19.52 %
2025/09/30 PD PAGERDUTY INC 0.82% 2.313 M $ 140000 2025/06/30 93.000 K $ 8.12 %
2025/09/30 NTRA NATERA INC 0.82% 2.300 M $ 14290 2023/03/31 -113.891 K $ -4.72 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.79% 2.229 M $ 10946 2016/06/30 -11.164 K $ -0.50 %
2025/09/30 EXFY EXPENSIFY INC 0.76% 2.128 M $ 1150000 2023/03/31 -850.999 K $ -28.57 %
2025/09/30 TPC TUTOR PERINI CORP 0.70% 1.968 M $ 30000 2024/09/30 1.456 M $ 40.21 %
2025/09/30 OKTA OKTA INC 0.69% 1.926 M $ 21000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NXT NEXTRACKER INC 0.66% 1.850 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPA COPA HOLDINGS SA 0.66% 1.842 M $ 15500 2015/12/31 137.174 K $ 8.05 %
2025/09/30 GXO GXO LOGISTICS INCORPORATED 0.64% 1.798 M $ 34000 2021/09/30 142.459 K $ 8.60 %
2025/09/30 ASAN ASANA INC 0.62% 1.737 M $ 130000 2023/06/30 -28.000 K $ -1.04 %
2025/09/30 SKYT SKYWATER TECHNOLOGY INC 0.60% 1.679 M $ 90000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LBTYK LIBERTY GLOBAL LTD 0.60% 1.677 M $ 142702 2023/12/31 205.490 K $ 13.97 %
2025/09/30 IE IVANHOE ELECTRIC INC 0.59% 1.647 M $ 131198 2025/03/31 862.810 K $ 38.37 %
2025/09/30 SNBR SLEEP NUMBER CORP 0.58% 1.627 M $ 231793 2023/12/31 59.304 K $ 3.85 %
2025/09/30 CWST CASELLA WASTE SYS INC 0.58% 1.618 M $ 17053 2017/12/31 -349.586 K $ -17.77 %
2025/09/30 KRUS KURA SUSHI USA INC 0.56% 1.587 M $ 26717 2024/06/30 -712.542 K $ -30.98 %
2025/09/30 FCFS FIRSTCASH HOLDINGS INC 0.56% 1.584 M $ 10000 2022/03/31 232.800 K $ 17.23 %
2025/09/30 AGX ARGAN INC 0.55% 1.539 M $ 5700 2025/09/30 0.000 $ 0.00 %
2025/09/30 KIDS ORTHOPEDIATRICS CORP 0.53% 1.501 M $ 81000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TNDM TANDEM DIABETES CARE INC 0.53% 1.482 M $ 122096 2020/03/31 -793.624 K $ -34.87 %
2025/09/30 HOMB HOME BANCSHARES INC 0.52% 1.469 M $ 51912 2015/12/31 -8.305 K $ -0.56 %
2025/09/30 WIX WIX COM LTD 0.49% 1.377 M $ 7750 2020/03/31 148.567 K $ 12.10 %
2025/09/30 TATT TAT TECHNOLOGIES LTD 0.48% 1.356 M $ 30801 2025/06/30 941.777 K $ 44.17 %
2025/09/30 DENN DENNYS CORP 0.48% 1.354 M $ 258885 2025/03/31 325.310 K $ 27.56 %
2025/09/30 TTEK TETRA TECH INC NEW 0.46% 1.303 M $ 39050 2017/03/31 -100.748 K $ -7.17 %
2025/09/30 LKQ LKQ CORP 0.46% 1.292 M $ 42300 2015/12/31 -273.680 K $ -17.48 %
2025/09/30 WEX WEX INC 0.46% 1.292 M $ 8200 2015/12/31 87.248 K $ 7.24 %
2025/09/30 PAGS PAGSEGURO DIGITAL LTD 0.46% 1.288 M $ 128820 2018/03/31 105.775 K $ 3.73 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.44% 1.240 M $ 5800 2025/09/30 0.000 $ 0.00 %
2025/09/30 WAL WESTERN ALLIANCE BANCORP 0.43% 1.208 M $ 13933 2024/12/31 212.067 K $ 11.21 %
2025/09/30 FOUR SHIFT4 PMTS INC 0.42% 1.186 M $ 15326 2025/06/30 -376.147 K $ -21.91 %
2025/09/30 RVLV REVOLVE GROUP INC 0.42% 1.172 M $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DLB DOLBY LABORATORIES INC 0.41% 1.151 M $ 15900 2018/06/30 -30.051 K $ -2.55 %
2025/09/30 M MACYS INC 0.41% 1.148 M $ 64000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EEFT EURONET WORLDWIDE INC 0.41% 1.142 M $ 13000 2015/12/31 -176.409 K $ -13.39 %
2025/09/30 FOXF FOX FACTORY HLDG CORP 0.40% 1.130 M $ 46506 2024/12/31 -39.542 K $ -6.36 %
2025/09/30 LEVI LEVI STRAUSS & CO NEW 0.39% 1.102 M $ 47285 2025/06/30 227.440 K $ 26.01 %
2025/09/30 UDMY UDEMY INC 0.38% 1.066 M $ 152000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.37% 1.044 M $ 10100 2025/06/30 -177.583 K $ -9.64 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 0.36% 1.021 M $ 14000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VFC V F CORP 0.36% 1.003 M $ 69513 2024/09/30 186.294 K $ 22.81 %
2025/09/30 PROF PROFOUND MED CORP 0.35% 992.269 K $ 202918 2024/12/31 -243.327 K $ -17.12 %
2025/09/30 BELFB BEL FUSE INC 0.35% 987.140 K $ 7000 2025/06/30 259.980 K $ 44.35 %
2025/09/30 KEX KIRBY CORP 0.35% 980.120 K $ 11745 2015/12/31 -351.880 K $ -26.42 %
2025/09/30 ZIP ZIPRECRUITER INC 0.35% 970.600 K $ 230000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XPOF XPONENTIAL FITNESS INC 0.34% 967.463 K $ 124193 2024/03/31 38.577 K $ 4.01 %
2025/09/30 JBHT HUNT J B TRANS SVCS INC 0.33% 939.190 K $ 7000 2015/12/31 -66.010 K $ -6.57 %
2025/09/30 VCYT VERACYTE INC 0.33% 926.910 K $ 27000 2018/09/30 197.099 K $ 27.01 %
2025/09/30 TIC ACUREN CORP 0.32% 904.880 K $ 67985 2025/09/30 0.000 $ 0.00 %