Institutions / Formula Growth Ltd

Formula Growth Ltd

CIK 1093219 · Institution · as of Mar 31, 2026
Portfolio value
$221.58M
Positions
137
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$221.58M-14.6%
$259.53M$240.56M$221.58MQ4 '25Q1 '26

Positions

137+9.6%
137131125Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 137 →
CompanyClassValueShares% of portfolio
Micron Technology Inc$7.09M21,0003.2%
Latham Group, Inc.SWIMCommon Stock$6.74M1,255,0823.0%
Stratasys Ltd$6.25M800,0002.8%
Fox Factory Holding Corp$4.60M279,2062.1%
James Hardie Industries PLC$4.49M236,8402.0%
XPO Inc$4.47M23,0002.0%
Alignment Healthcare, Inc.$4.21M239,2081.9%
Compass, Inc.$4.15M567,3001.9%
Nokia Corp$3.82M475,0001.7%
Ceco Environmental CorpCECOCommon Stock$3.71M62,3441.7%
Ryanair Holdings PLC$3.61M62,3881.6%
Fabrinet$3.34M6,4001.5%
Orion Group Holdings Inc$3.24M297,6961.5%
Modine Manufacturing Co$3.19M14,7001.4%
United Therapeutics Corp$3.18M5,3561.4%
Lululemon Athletica Inc$3.06M20,0001.4%
CS Disco, Inc.LAWCommon Stock$3.06M800,0001.4%
BrightSpring Health Services, Inc.$2.97M69,6781.3%
Klaviyo, Inc.$2.92M150,0001.3%
Adtalem Global Education Inc$2.92M25,3041.3%
Healthequity, Inc.$2.89M34,5521.3%
BILL Holdings Inc$2.87M75,0001.3%
Unity Software Inc.$2.85M130,0001.3%
EquipmentShare.com Inc$2.79M136,9501.3%
RB Global Inc$2.66M27,7081.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimLIND
Lindblad Expeditions Holdings, Inc.
Common Stock
$-6.02M-348K
-86.23%
55,591
0.43% of portfolio
medium
Q1 2026
as of
ExitCapri Holdings Ltd$-3.99M-163K
-100.00%
low
Q1 2026
as of
TrimMicron Technology Inc$-3.72M-11K
-34.38%
21,000
3.20% of portfolio
low
Q1 2026
as of
NewModine Manufacturing Co$3.19M+15K
14,700
1.44% of portfolio
low
Q1 2026
as of
TrimArcbest Corp /De$-3.15M-32K
-62.95%
18,838
0.84% of portfolio
low
Q1 2026
as of
ExitMonday.Com Ltd$-2.95M-20K
-100.00%
low
Q1 2026
as of
NewKlaviyo, Inc.$2.92M+150K
150,000
1.32% of portfolio
low
Q1 2026
as of
NewEquipmentShare.com Inc$2.79M+137K
136,950
1.26% of portfolio
low
Q1 2026
as of
ExitNatera, Inc.$-2.52M-11K
-100.00%
low
Q1 2026
as of
NewFPS
Forgent Power Solutions, Inc.
Common Stock
$2.43M+83K
82,852
1.09% of portfolio
low