WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings257 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBANT SA | 3M | $538.2M | 3.3% | $136.68 | +29.09% | 18 qtrssince 2019-Q1 | Increased 68 |
ENSIGN GROUP INC/THE | 4.7M | $451.6M | 2.7% | $51.91 | +82.84% | 18 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 7.1M | $450.1M | 2.7% | $61.62 | +1.21% | 18 qtrssince 2019-Q1 | Decreased 0 |
NOVA LTD | 3.6M | $416.7M | 2.5% | $71.11 | +60.83% | 14 qtrssince 2020-Q1 | Increased 55 |
MEDPACE HOLDINGS INC | 1.6M | $376.8M | 2.3% | $104.65 | +124.51% | 18 qtrssince 2019-Q1 | Decreased 0 |
CYBERARK SOFTWARE LTD | 2.2M | $343.3M | 2.1% | $121.14 | +26.95% | 18 qtrssince 2019-Q1 | Decreased 0 |
TREX INC | 5.2M | $339.7M | 2.1% | $51.70 | +25.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
FIVE BELOW INC | 1.7M | $339.2M | 2.1% | $130.70 | +50.61% | 18 qtrssince 2019-Q1 | Decreased 0 |
FIVE9 INC | 3.9M | $323.1M | 2.0% | $106.97 | -24.90% | 18 qtrssince 2019-Q1 | Increased 53 |
FOX FACTORY HLDG CORP | 3M | $321.6M | 1.9% | $97.93 | +10.10% | 5 qtrssince 2022-Q2 | Increased 56 |
RBC BEARINGS INC | 1.5M | $317.1M | 1.9% | $139.99 | +55.25% | 18 qtrssince 2019-Q1 | Decreased 0 |
BANK OZK | 7.8M | $312.6M | 1.9% | $25.07 | +45.70% | 18 qtrssince 2019-Q1 | Decreased 0 |
KADANT INC | 1.3M | $291.7M | 1.8% | $95.36 | +129.56% | 18 qtrssince 2019-Q1 | Decreased 0 |
HAMILTON LANE INC-CLASS A | 3.5M | $282M | 1.7% | $55.46 | +38.23% | 18 qtrssince 2019-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 1.5M | $277.1M | 1.7% | $121.38 | +46.98% | 18 qtrssince 2019-Q1 | Increased 50 |
EURONET WORLDWIDE INC | 2.3M | $275.1M | 1.7% | $120.52 | -3.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 2.6M | $269.4M | 1.6% | $49.74 | +104.17% | 18 qtrssince 2019-Q1 | Decreased 0 |
HELIOS TECHNOLOGIES INC | 4.1M | $268.6M | 1.6% | $42.74 | +49.33% | 17 qtrssince 2019-Q2 | Decreased 0 |
BALCHEM CORP | 2M | $267.4M | 1.6% | $112.68 | +17.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
SAIA INC | 778,397 | $266.5M | 1.6% | $198.04 | +75.13% | 4 qtrssince 2022-Q3 | Decreased 0 |
WASATCH ADVISORS LP manages $16.5B across 257 positions as of Q2 2023. Top holdings: GLOB (3.3%), ENSG (2.7%), HQY (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 16 new positions, 16 exits, 90 increased. Top move: GLOB (INCREASED, conviction 68). Portfolio: $16.5B across 257 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