FRONTIER CAPITAL MANAGEMENT CO LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings296 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL PAYMENTS INC | 1.9M | $256.9M | 1.8% | $129.98 | 0.00% | 1 qtr | New 70 |
SS&C TECHNOLOGIES HOLDINGS | 3.6M | $231.6M | 1.6% | $58.86 | 0.00% | 1 qtr | New 70 |
ATI INC | 9M | $230.1M | 1.6% | $25.57 | 0.00% | 1 qtr | New 70 |
| 646,561 | $191.5M | 1.4% | — | — | — | New 70 | |
WEX INC | 976,075 | $187.4M | 1.3% | $191.99 | 0.00% | 1 qtr | New 70 |
INSULET CORP | 2M | $186.3M | 1.3% | $95.09 | 0.00% | 1 qtr | New 70 |
BALL CORP | 3M | $174.4M | 1.2% | $53.59 | 0.00% | 1 qtr | New 70 |
| 3.7M | $172.9M | 1.2% | — | — | — | New 70 | |
FMC CORP | 2.2M | $172.7M | 1.2% | $63.58 | 0.00% | 1 qtr | New 70 |
DOLLAR GENERAL CORP | 1.4M | $172.4M | 1.2% | $108.54 | 0.00% | 1 qtr | New 69 |
LPL FINANCIAL HOLDINGS INC | 2.5M | $171.2M | 1.2% | $66.17 | 0.00% | 1 qtr | New 69 |
WASTE CONNECTIONS INC | 1.8M | $163.5M | 1.2% | $83.99 | 0.00% | 1 qtr | New 69 |
2U INC | 2.3M | $161.5M | 1.1% | — | — | 1 qtr | New 69 |
EDWARDS LIFESCIENCES CORP | 716,208 | $137M | 1.0% | $63.78 | 0.00% | 1 qtr | New 59 |
KBR INC | 7.2M | $136.7M | 1.0% | $17.62 | 0.00% | 1 qtr | New 59 |
STERIS PLC | 1.1M | $135.2M | 1.0% | $120.22 | 0.00% | 1 qtr | New 59 |
CINTAS CORP | 641,273 | $129.6M | 0.9% | $46.94 | 0.00% | 1 qtr | New 59 |
SERVICENOW INC | 519,113 | $128M | 0.9% | $49.30 | 0.00% | 1 qtr | New 59 |
O'REILLY AUTOMOTIVE INC | 329,289 | $127.9M | 0.9% | $25.89 | 0.00% | 1 qtr | New 59 |
SEMTECH CORP | 2.5M | $127.8M | 0.9% | $50.91 | 0.00% | 1 qtr | New 59 |
FRONTIER CAPITAL MANAGEMENT CO LLC manages $14.1B across 296 positions as of Q1 2019. Top holdings: GPN (1.8%), SSNC (1.6%), ATI (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 296 new positions, 0 exits, 0 increased. Top move: GPN (NEW, conviction 70). Portfolio: $14.1B across 296 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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