account_balance
Investment manager · 13F filer · SEC CIK 1316187
Absolute Investment Advisers, LLC
Reported value$1.03Bas of Jun 30, 2026
Positions112 23 new, 33 sold out
Top 10 weight22.5%MKS Inc. alone is 3%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MKS Inc.
3.5%
Granite Constr Inc
3.0%
Applied Optoelectronics Inc
2.4%
Semtech Corp
2.3%
Halozyme Therapeutics Inc
2.0%
Etsy Inc
1.9%New
Fluor Corp
1.9%Added +7%
Integer Hldgs Corp
1.9%New
A10 Networks Inc
1.8%New
Tetra Tech Inc New
1.8%
Century Alum Co
1.7%Added +23%
Encore Cap Group Inc
1.7%
MKS Inc.
3.5%
Granite Constr Inc
3.0%
Applied Optoelectronics Inc2.4%
Semtech Corp2.3%
Halozyme Therapeutics Inc2.0%
Etsy Inc1.9%
Fluor Corp1.9%
Integer Hldgs Corp1.9%
A10 Networks Inc1.8%
Tetra Tech Inc New1.8%
Century Alum Co1.7%
Encore Cap Group Inc1.7%
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
MKS Inc. 3.5% Held
Granite Constr Inc 3.0% Held
Applied Optoelectronics Inc 2.4% Held
Semtech Corp 2.3% Held
Halozyme Therapeutics Inc 2.0% Held
Etsy Inc 1.9% New
Fluor Corp 1.9% Added +7%
Integer Hldgs Corp 1.9% New
A10 Networks Inc 1.8% New
Tetra Tech Inc New 1.8% Held
Century Alum Co 1.7% Added +23%
Encore Cap Group Inc 1.7% Held
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- Etsy Inc $20M
- Integer Hldgs Corp $19.2M
- A10 Networks Inc $18.6M
- Merit Med Sys Inc $16.2M
arrow_upwardAdded
- Lci Inds +76%
- Global PMTS Inc +74%
- Joby Aviation Inc +73%
- Redfin Corp +68%
remove_circleSold out
- Wisdomtree Inc $12.5M
- BTX $10.2M
- Lci Inds $8.16M
- Bandwidth Inc $8.15M