FRONTIER CAPITAL MANAGEMENT CO LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings300 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FTAI AVIATION LTD | 1.2M | $320.2M | 3.0% | $61.28 | +228.42% | 15 qtrssince 2022-Q4 | Increased 59 |
GRANITE CONSTR INC | 1.1M | $176.9M | 1.6% | $49.00 | +153.02% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALASKA AIR GROUP INC | 3.4M | $176.7M | 1.6% | $44.46 | -3.29% | 30 qtrssince 2019-Q1 | Increased 48 |
Applied Optoelectronics, Inc. | 975,318 | $144.5M | 1.3% | $132.77 | -14.32% | 2 qtrssince 2026-Q1 | Increased 77 |
AKAMAI TECHNOLOGIES INC | 1.1M | $134.4M | 1.3% | $104.05 | +3.86% | 3 qtrssince 2025-Q4 | Increased 52 |
ASHLAND INC | 2M | $131.8M | 1.2% | $57.04 | +30.29% | 4 qtrssince 2025-Q3 | Increased 50 |
LATTICE SEMICONDUCTOR CORP | 821,848 | $125.7M | 1.2% | $81.81 | +45.87% | 10 qtrssince 2024-Q1 | Increased 62 |
POPULAR INC | 725,227 | $119.1M | 1.1% | $70.23 | +141.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 334,098 | $112.2M | 1.0% | $303.40 | +33.85% | 29 qtrssince 2019-Q2 | Increased 67 |
UNITED THERAPEUTICS CORP | 206,808 | $112.1M | 1.0% | $382.84 | +34.96% | 26 qtrssince 2020-Q1 | Decreased 0 |
KNIGHT-SWIFT TRANSPORTATION | 1.4M | $109.9M | 1.0% | $50.65 | +37.31% | 30 qtrssince 2019-Q1 | Decreased 0 |
EAGLE MATLS INC | 458,621 | $103.2M | 1.0% | $182.71 | +9.51% | 30 qtrssince 2019-Q1 | Decreased 0 |
STRIDE INC | 1.2M | $102.8M | 1.0% | $87.68 | -3.53% | 8 qtrssince 2024-Q3 | Decreased 0 |
XPO INC | 499,601 | $102.6M | 1.0% | $52.77 | +264.73% | 21 qtrssince 2021-Q2 | Decreased 0 |
BRIDGEBIO PHARMA INC | 1.4M | $102.3M | 1.0% | $54.25 | +46.31% | 10 qtrssince 2024-Q1 | Increased 57 |
LIBERTY ENERGY INC | 3.7M | $97.4M | 0.9% | $26.84 | -31.05% | 3 qtrssince 2025-Q4 | Increased 58 |
SANMINA CORP | 378,111 | $95.7M | 0.9% | $69.32 | +186.56% | 11 qtrssince 2023-Q4 | Decreased 0 |
ULTRA CLEAN HLDGS INC | 667,532 | $95.2M | 0.9% | $30.76 | +137.56% | 15 qtrssince 2022-Q4 | Decreased 0 |
Ultragenyx Pharmaceutical, Inc. | 2.8M | $95.1M | 0.9% | $29.15 | -9.30% | 5 qtrssince 2025-Q2 | Increased 53 |
INSULET CORP | 622,506 | $94.8M | 0.9% | $169.26 | -15.29% | 30 qtrssince 2019-Q1 | Increased 68 |
FRONTIER CAPITAL MANAGEMENT CO LLC manages $10.7B across 300 positions as of Q2 2026. Top holdings: FTAI (3.0%), GVA (1.6%), ALK (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 33 new positions, 24 exits, 96 increased. Top move: AAOI (INCREASED, conviction 77). Portfolio: $10.7B across 300 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR