WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings249 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBANT SA | 3.1M | $743.4M | 4.1% | $139.58 | +70.50% | 20 qtrssince 2019-Q1 | Increased 58 |
ENSIGN GROUP INC/THE | 4.5M | $508.5M | 2.8% | $54.16 | +106.48% | 20 qtrssince 2019-Q1 | Decreased 0 |
RBC BEARINGS INC | 1.8M | $501.2M | 2.8% | $159.86 | +78.22% | 20 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 6.8M | $453.5M | 2.5% | $61.84 | +7.21% | 20 qtrssince 2019-Q1 | Decreased 0 |
NOVA LTD | 3.1M | $429.2M | 2.4% | $71.11 | +93.21% | 16 qtrssince 2020-Q1 | Decreased 0 |
CYBERARK SOFTWARE LTD | 1.8M | $403.5M | 2.2% | $121.14 | +80.82% | 20 qtrssince 2019-Q1 | Decreased 0 |
FIVE BELOW INC | 1.8M | $391.8M | 2.2% | $136.10 | +56.62% | 20 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HOLDINGS INC | 1.2M | $363.6M | 2.0% | $104.65 | +192.92% | 20 qtrssince 2019-Q1 | Decreased 0 |
BELLRING BRANDS INC | 6.5M | $361.2M | 2.0% | $30.36 | +82.58% | 7 qtrssince 2022-Q2 | Decreased 0 |
BANK OZK | 7M | $347M | 1.9% | $25.07 | +82.64% | 20 qtrssince 2019-Q1 | Decreased 0 |
TREX INC | 4M | $332.5M | 1.8% | $51.70 | +60.14% | 20 qtrssince 2019-Q1 | Decreased 0 |
HAMILTON LANE INC-CLASS A | 2.7M | $303.2M | 1.7% | $55.46 | +98.60% | 20 qtrssince 2019-Q1 | Decreased 0 |
GUIDEWIRE SOFTWARE INC | 2.8M | $300.9M | 1.7% | $77.75 | +40.25% | 20 qtrssince 2019-Q1 | Decreased 0 |
KADANT INC | 1.1M | $298.4M | 1.6% | $95.36 | +190.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 1.8M | $292.6M | 1.6% | $128.72 | +28.07% | 20 qtrssince 2019-Q1 | Increased 55 |
YETI HOLDINGS INC | 5.5M | $285.7M | 1.6% | $44.01 | +17.66% | 15 qtrssince 2020-Q2 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 3.8M | $285.5M | 1.6% | $69.87 | +8.61% | 20 qtrssince 2019-Q1 | Increased 51 |
BALCHEM CORP | 1.9M | $284.2M | 1.6% | $112.68 | +30.52% | 20 qtrssince 2019-Q1 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 2.5M | $282.7M | 1.6% | $49.74 | +124.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
FIVE9 INC | 3.4M | $267.3M | 1.5% | $106.97 | -26.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
WASATCH ADVISORS LP manages $18.2B across 249 positions as of Q4 2023. Top holdings: GLOB (4.1%), ENSG (2.8%), RBC (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 17 new positions, 22 exits, 116 increased. Top move: GLOB (INCREASED, conviction 58). Portfolio: $18.2B across 249 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