WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q3 2019
Top Holdings238 positions
RBC BEARINGS INC | 1.6M | $265.9M | 2.5% | $123.83 | +26.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
MONRO INC | 3.4M | $265M | 2.5% | $70.50 | -8.38% | 3 qtrssince 2019-Q1 | Increased 55 |
EURONET WORLDWIDE INC | 1.7M | $241.7M | 2.3% | $142.59 | +2.60% | 3 qtrssince 2019-Q1 | Decreased 0 |
ICON PLC | 1.5M | $221M | 2.1% | $137.97 | +6.75% | 3 qtrssince 2019-Q1 | Decreased 0 |
FIVE BELOW INC | 1.7M | $218.8M | 2.1% | $124.73 | +1.10% | 3 qtrssince 2019-Q1 | Increased 68 |
GLOBANT S A | 2.2M | $205.2M | 2.0% | $75.74 | +21.29% | 3 qtrssince 2019-Q1 | Increased 49 |
PAYLOCITY HLDG CORP | 2.1M | $201.3M | 1.9% | $90.15 | +5.52% | 3 qtrssince 2019-Q1 | Increased 57 |
TREX CO INC | 2.2M | $197.3M | 1.9% | $31.16 | +45.89% | 3 qtrssince 2019-Q1 | Increased 49 |
KNIGHT-SWIFT TRANSN HLDGS IN | 5.4M | $197.3M | 1.9% | $30.53 | +10.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
ENSIGN GROUP INC | 4.1M | $192.9M | 1.8% | $46.81 | -6.88% | 3 qtrssince 2019-Q1 | Increased 51 |
MONOLITHIC PWR SYS INC | 1.2M | $190.9M | 1.8% | $129.14 | +14.40% | 3 qtrssince 2019-Q1 | Increased 51 |
COPART INC | 2.2M | $179.7M | 1.7% | $15.15 | +32.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
CANTEL MED CORP | 2.4M | $178.2M | 1.7% | — | — | 3 qtrssince 2019-Q1 | Increased 50 |
BARNES GROUP INC | 3.4M | $176M | 1.7% | $12.29 | +23.09% | 3 qtrssince 2019-Q1 | Increased 58 |
NEOGEN CORP | 2.6M | $174.7M | 1.7% | $28.69 | +13.70% | 3 qtrssince 2019-Q1 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 2.9M | $170.4M | 1.6% | $75.36 | -22.18% | 3 qtrssince 2019-Q1 | Increased 69 |
INTERXION HOLDING N.V | 2.1M | $170.2M | 1.6% | — | — | 3 qtrssince 2019-Q1 | Increased 48 |
TYLER TECHNOLOGIES INC | 600,234 | $157.6M | 1.5% | $209.04 | +25.57% | 3 qtrssince 2019-Q1 | Increased 52 |
EAGLE BANCORP INC MD | 3.3M | $149.4M | 1.4% | $39.09 | -10.11% | 3 qtrssince 2019-Q1 | Increased 49 |
FIVE9 INC | 2.7M | $144.7M | 1.4% | $52.95 | +1.82% | 3 qtrssince 2019-Q1 | Increased 54 |
WASATCH ADVISORS LP manages $10.5B across 238 positions as of Q3 2019. Top holdings: RBC (2.5%), MNRO (2.5%), EEFT (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 22 new positions, 17 exits, 117 increased. Top move: OLLI (INCREASED, conviction 69). Portfolio: $10.5B across 238 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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Top Losers
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
Verify source filings on SEC EDGAR