FRONTIER CAPITAL MANAGEMENT CO LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings291 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FTAI AVIATION LTD | 1.1M | $260.2M | 2.7% | $37.46 | +551.46% | 14 qtrssince 2022-Q4 | Decreased 0 |
DARLING INGREDIENTS INC | 2.5M | $151.9M | 1.6% | $38.42 | +38.92% | 12 qtrssince 2023-Q2 | Decreased 0 |
UNITED THERAPEUTICS CORP | 252,702 | $149.8M | 1.5% | $382.84 | +30.25% | 25 qtrssince 2020-Q1 | Increased 63 |
CIRCLE INTERNET GROUP INC | 1.5M | $147.7M | 1.5% | $83.65 | +14.06% | 2 qtrssince 2025-Q4 | Increased 62 |
GRANITE CONSTR INC | 1.2M | $142.4M | 1.5% | $49.00 | +169.22% | 29 qtrssince 2019-Q1 | Decreased 0 |
STRIDE INC | 1.5M | $136.6M | 1.4% | $87.68 | -1.17% | 7 qtrssince 2024-Q3 | Increased 77 |
AMENTUM HOLDINGS, INC. COM | 4.9M | $128.6M | 1.3% | $20.95 | +24.50% | 5 qtrssince 2025-Q1 | Decreased 0 |
XPO INC | 652,073 | $126.9M | 1.3% | $52.77 | +308.14% | 20 qtrssince 2021-Q2 | Decreased 0 |
ALASKA AIR GROUP INC | 3.4M | $124.1M | 1.3% | $44.44 | -17.23% | 29 qtrssince 2019-Q1 | Increased 65 |
KNIGHT-SWIFT TRANSPORTATION | 2.1M | $120.1M | 1.2% | $50.65 | +21.63% | 29 qtrssince 2019-Q1 | Increased 51 |
AKAMAI TECHNOLOGIES INC | 1M | $119M | 1.2% | $102.68 | +11.85% | 2 qtrssince 2025-Q4 | Increased 77 |
EAGLE MATLS INC | 610,654 | $115.7M | 1.2% | $182.71 | +17.06% | 29 qtrssince 2019-Q1 | Increased 53 |
ULTRA CLEAN HLDGS INC | 1.8M | $111.1M | 1.1% | $30.76 | +93.74% | 14 qtrssince 2022-Q4 | Decreased 0 |
POPULAR INC | 800,930 | $107.5M | 1.1% | $70.23 | +90.09% | 29 qtrssince 2019-Q1 | Decreased 0 |
ASHLAND INC | 1.9M | $106.4M | 1.1% | $56.64 | +5.27% | 3 qtrssince 2025-Q3 | Increased 61 |
ATI INC | 694,422 | $101M | 1.0% | $29.84 | +387.55% | 29 qtrssince 2019-Q1 | Decreased 0 |
JAZZ PHARMACEUTICALS PLC | 517,284 | $97.8M | 1.0% | $178.39 | +4.64% | 16 qtrssince 2022-Q2 | Increased 76 |
TIDEWATER INC NEW | 1.1M | $89.6M | 0.9% | $66.51 | +31.82% | 11 qtrssince 2023-Q3 | Increased 47 |
APOGEE THERAPEUTICS INC | 1.1M | $89.6M | 0.9% | $61.66 | +11.09% | 7 qtrssince 2024-Q3 | Increased 68 |
ENTEGRIS INC | 754,706 | $88.5M | 0.9% | $89.97 | +30.11% | 7 qtrssince 2024-Q3 | Decreased 0 |
FRONTIER CAPITAL MANAGEMENT CO LLC manages $9.7B across 291 positions as of Q1 2026. Top holdings: FTAI (2.7%), DAR (1.6%), UTHR (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 29 new positions, 33 exits, 117 increased. Top move: LRN (INCREASED, conviction 77). Portfolio: $9.7B across 291 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