account_balance
Investment manager · 13F filer · SEC CIK 1093219
Formula Growth Ltd
Reported value$284Mas of Jun 30, 2026
Positions145 32 new, 24 sold out
Top 10 weight22.8%MU alone is 5%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
4.9%Trimmed −43%
SWIMLatham Group Inc
3.1%Added +10%
SSYSStratasys Ltd
2.6%Added +7%
COMPCompass Inc
2.1%Trimmed −14%
ALHCAlignment Healthcare Inc
1.9%Trimmed −7%
CECOCeco Environmental Corp
1.8%Trimmed −12%
JHXJames Hardie Inds PLC
1.7%Trimmed −20%
XPOXpo Inc
1.7%
KVYOKlaviyo Inc
1.6%Added +100%
ORNOrion Group Hldgs Inc
1.5%Trimmed −14%
CALXCalix Inc
1.5%Added +203%
EQPTEquipmentshare Com Inc
1.5%Added +57%
MUMicron Technology Inc
4.9%Trimmed −43%
SWIMLatham Group Inc
3.1%Added +10%
SSYS2.6%COMP2.1%ALHC1.9%CECO1.8%JHX1.7%XPO1.7%KVYO1.6%ORN1.5%CALX1.5%EQPT1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 4.9% Trimmed −43%SWIM Latham Group Inc 3.1% Added +10%SSYS Stratasys Ltd 2.6% Added +7%COMP Compass Inc 2.1% Trimmed −14%ALHC Alignment Healthcare Inc 1.9% Trimmed −7%CECO Ceco Environmental Corp 1.8% Trimmed −12%JHX James Hardie Inds PLC 1.7% Trimmed −20%XPO Xpo Inc 1.7% HeldKVYO Klaviyo Inc 1.6% Added +100%ORN Orion Group Hldgs Inc 1.5% Trimmed −14%CALX Calix Inc 1.5% Added +203%EQPT Equipmentshare Com Inc 1.5% Added +57%
What changed