FRONTIER CAPITAL MANAGEMENT CO LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings275 positions
DOLLAR GEN CORP NEW | 1.1M | $168.6M | 1.9% | $110.58 | +21.83% | 5 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL PMTS INC | 1.1M | $161.6M | 1.8% | $128.70 | +5.90% | 5 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 919,123 | $151.7M | 1.7% | $175.48 | +56.55% | 5 qtrssince 2019-Q1 | Decreased 0 |
FMC CORP | 1.8M | $149.4M | 1.7% | $62.65 | +7.80% | 5 qtrssince 2019-Q1 | Increased 48 |
L3HARRIS TECHNOLOGIES INC | 746,824 | $134.5M | 1.5% | $182.18 | -12.96% | 3 qtrssince 2019-Q3 | Decreased 0 |
SBA COMMUNICATIONS CORP NEW | 487,199 | $131.5M | 1.5% | $191.33 | +35.14% | 5 qtrssince 2019-Q1 | Decreased 0 |
INSULET CORP | 766,460 | $127M | 1.4% | $96.42 | +71.83% | 5 qtrssince 2019-Q1 | Increased 48 |
| 2.1M | $126.6M | 1.4% | — | — | 4 qtrssince 2019-Q2 | Decreased 0 | |
KBR INC | 6M | $124.4M | 1.4% | $17.91 | +6.75% | 5 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 509,044 | $122.2M | 1.4% | $17.35 | +29.23% | 5 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 413,281 | $111.3M | 1.3% | $39.21 | +71.67% | 5 qtrssince 2019-Q1 | Decreased 0 |
KNIGHT-SWIFT TRANSN HLDGS IN | 3.4M | $110.4M | 1.2% | $30.60 | +0.05% | 5 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 2.4M | $107.5M | 1.2% | $26.88 | +78.03% | 5 qtrssince 2019-Q1 | Decreased 0 |
BALL CORP | 1.6M | $101.8M | 1.1% | $54.12 | +10.54% | 5 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.9M | $100.9M | 1.1% | $59.09 | -6.93% | 2 qtrssince 2019-Q4 | Increased 69 |
QUANTA SVCS INC | 3.2M | $100.1M | 1.1% | $38.16 | -18.02% | 3 qtrssince 2019-Q3 | Increased 56 |
MICROCHIP TECHNOLOGY INC. | 1.4M | $98M | 1.1% | $37.83 | -21.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
MOODYS CORP | 460,233 | $97.3M | 1.1% | $180.36 | +17.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
LEIDOS HOLDINGS INC | 1M | $96.2M | 1.1% | $74.60 | +12.84% | 4 qtrssince 2019-Q2 | Decreased 0 |
| 833,050 | $96.1M | 1.1% | — | — | 5 qtrssince 2019-Q1 | Decreased 0 |
FRONTIER CAPITAL MANAGEMENT CO LLC manages $8.9B across 275 positions as of Q1 2020. Top holdings: DG (1.9%), GPN (1.8%), AON (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 22 new positions, 28 exits, 76 increased. Top move: XYZ (INCREASED, conviction 69). Portfolio: $8.9B across 275 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