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Grandeur Peak Global Advisors, LLC

Q2 2023 · 13F-HR

Grandeur Peak Global Advisors, LLCholdings as filed

Filed 2023-08-14 · accession 0001569137-23-000004

$1.47B
Reported value
111
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
L44385109GLOBGlobant SA$174.0M11.9%968,234CommonSOLE
29260V105DAVAEndava PLC$129.6M8.84%2,501,952CommonSOLE
G4705A100ICLRICON PLC$84.6M5.78%338,323CommonSOLE
M6191J100FROGJFrog Ltd$66.1M4.51%2,384,640CommonSOLE
609839105MPWRMonolithic Pwr Sys Inc$64.9M4.43%120,077CommonSOLE
537008104LFUSLittelfuse Inc$64.4M4.40%221,172CommonSOLE
550021109LULULululemon Athletica Inc$61.5M4.20%162,538CommonSOLE
G69451105PAXPatria Investments Ltd$55.4M3.78%3,871,150CommonSOLE
000380204Abcam PLC$49.6M3.38%2,026,112CommonSOLE
N72482123QIAGEN NV$41.0M2.80%910,418CommonSOLE
69343T107PJTPJT Partners Inc$33.5M2.29%481,693CommonSOLE
18915M107NETCloudflare Inc$29.8M2.03%455,867CommonSOLE
37892E102GICGlobal Industrial Co$25.8M1.76%930,597CommonSOLE
681116109OLLIOllies Bargain Outlet Holding$24.7M1.68%425,720CommonSOLE
74758T303QLYSQualys Inc$23.2M1.59%179,835CommonSOLE
70432V102PAYCPaycom Software Inc$22.0M1.50%68,478CommonSOLE
58506Q109MEDPMedpace Holdings Inc$21.5M1.47%89,506CommonSOLE
M7516K103NVMINova Ltd$20.2M1.38%172,545CommonSOLE
33829M101FIVEFive Below Inc$19.1M1.30%97,217CommonSOLE
69376K106RPCP10 Inc$17.2M1.17%1,517,955CommonSOLE
62945V109NVEEUSDNV5 Global Inc$16.9M1.16%152,933CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$16.6M1.14%113,240CommonSOLE
25402D102DOCNDigitalOcean Holdings Inc$16.5M1.13%410,942CommonSOLE
826919102SLABSilicon Laboratories Inc$14.3M0.97%90,445CommonSOLE
G3922B107GGenpact Ltd$13.0M0.89%346,046CommonSOLE
40415F101HDBHDFC Bank Ltd$12.2M0.83%175,420CommonSOLE
82489W107SHLSShoals Technologies Group Inc$11.9M0.81%466,787CommonSOLE
92932M101WNSNWNS Holdings Ltd$11.0M0.75%149,646CommonSOLE
29977A105EVREvercore Inc$10.8M0.73%87,065CommonSOLE
443573100HUBSHubSpot Inc$10.6M0.72%19,945CommonSOLE
375916103GILGildan Activewear Inc$10.5M0.72%325,526CommonSOLE
73278L105POOLPool Corp$10.4M0.71%27,792CommonSOLE
G0772R208NTBBank of NT Butterfield&Son$10.2M0.70%373,045CommonSOLE
G21307106CINTCI&T Inc$9.8M0.67%1,556,733CommonSOLE
03990B101ARESAres Management Corp$9.1M0.62%94,188CommonSOLE
82982T106SITMSiTime Corp$8.9M0.60%75,120CommonSOLE
016255101ALGNAlign Technology Inc$8.6M0.59%24,397CommonSOLE
441593100HLIHoulihan Lokey Inc$8.6M0.59%87,430CommonSOLE
69553P100PDPagerDuty Inc$8.5M0.58%376,414CommonSOLE
739276103POWIPower Integrations Inc$8.4M0.57%88,419CommonSOLE
404609109HCKTHacket Group Inc$7.8M0.53%350,205CommonSOLE
N14506104ESTCElastic NV$7.3M0.50%114,510CommonSOLE
892672106TWTradeweb Markets Inc$7.3M0.50%107,148CommonSOLE
29786A106ETSYEtsy Inc$7.2M0.49%84,900CommonSOLE
92540K109VTMXVesta Real Estate Corp$7.1M0.48%219,306CommonSOLE
88146M101TRNOTerreno Realty Corp$7.0M0.48%116,005CommonSOLE
G98239109XPXP Inc$6.5M0.45%278,091CommonSOLE
127203107WHDCactus Inc$6.5M0.45%154,102CommonSOLE
882681109TXRHTexas Roadhouse Inc$6.4M0.43%56,756CommonSOLE
57777K106MXCTMaxCyte Inc$6.3M0.43%1,378,548CommonSOLE
60786M105MCMoelis & Co$6.3M0.43%138,475CommonSOLE
896215209TRSTriMas Corp$6.2M0.42%225,877CommonSOLE
45168D104IDXXIDEXX Labs Inc$5.7M0.39%11,443CommonSOLE
45778Q107NSPInsperity Inc$5.7M0.39%47,842CommonSOLE
70438V106PCTYPaylocity Hldg Corp$5.6M0.38%30,128CommonSOLE
23804L103DDOGDatadog Inc$5.3M0.36%53,810CommonSOLE
640491106NEOGNeogen Corp$5.3M0.36%242,658CommonSOLE
76169C100REXRRexford Industrial Realty Inc$5.0M0.34%95,359CommonSOLE
729273102PLBCPlumas Bancorp$4.8M0.33%135,769CommonSOLE
595017104MCHPMicrochip Technology Inc$4.7M0.32%52,200CommonSOLE
090043100BILLBill Com Hldgs Inc$4.6M0.32%39,713CommonSOLE
58733R102MELIMercadoLibre Inc$4.5M0.31%3,813CommonSOLE
015271109AREAlexandria Real Estate Eq In$4.2M0.29%37,195CommonSOLE
42226A107HQYHealthEquity Inc$4.1M0.28%64,483CommonSOLE
103002101BWMNBowman Consulting Group Ltd$3.7M0.25%115,328CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$3.5M0.24%13,468CommonSOLE
433323102HIFSHingham Instn Svgs Mass$3.4M0.23%15,932CommonSOLE
068463108BBSIBarrett Business Services Inc$3.4M0.23%38,542CommonSOLE
72703H101PLNTPlanet Fitness Inc$3.0M0.20%44,197CommonSOLE
872657101TPGTPG Inc$2.8M0.19%97,092CommonSOLE
384802104GWWGrainger W W Inc$2.7M0.18%3,383CommonSOLE
M98068105WIXWix Com Ltd$2.7M0.18%33,969CommonSOLE
22266T109CPNGCoupang Inc$2.5M0.17%143,294CommonSOLE
71367G102PWPPerella Weinberg Partners$2.5M0.17%298,273CommonSOLE
573874104MRVLMarvell Technology Inc$2.4M0.17%40,965CommonSOLE
252131107DXCMDexcom Inc$2.3M0.16%18,108CommonSOLE
09073M104TECHBio-Techne Corp$2.2M0.15%27,137CommonSOLE
421906108HCSGHealthcare Services Group Inc$2.1M0.14%140,809CommonSOLE
98980G102ZSZscaler Inc$2.0M0.13%13,462CommonSOLE
55354G100MSCIMSCI Inc$1.9M0.13%3,966CommonSOLE
311900104FASTFastenal Co$1.7M0.12%29,099CommonSOLE
G68707101PAGSPagseguro Digital Ltd$1.6M0.11%169,251CommonSOLE
85208M102SFMSprouts Farmers Market Inc$1.4M0.10%38,076CommonSOLE
957638109WALWestern Alliance Bancorp$1.3M0.09%36,868CommonSOLE
29667J101ESQEsquire Finl Hldgs Inc$1.3M0.09%28,575CommonSOLE
30260D103FIGSFigs Inc$1.3M0.09%156,703CommonSOLE
339750101FNDFloor & Decor Holdings Inc$1.1M0.08%10,943CommonSOLE
85225A1078DTSquarespace Inc$1.1M0.08%35,261CommonSOLE
778296103ROSTRoss Stores Inc$991,5660.07%8,843CommonSOLE
64829B100New Relic Inc$975,4490.07%14,906CommonSOLE
83200N103SMARGBPSmartsheet Inc$963,8840.07%25,193CommonSOLE
76156B107RVLVRevolve Group Inc$933,4880.06%56,920CommonSOLE
358039105FRPTFreshpet Inc$931,5410.06%14,155CommonSOLE
25609L105DCBODocebo Inc$887,6530.06%22,425CommonSOLE
09581B103OWLBlue Owl Capital Inc$848,8190.06%72,860CommonSOLE
47973J102JYNTJoint Corp$835,8390.06%61,914CommonSOLE
M7S64H106MNDYMonday com Ltd$796,5150.05%4,652CommonSOLE
253868103DLRDigital Rlty Tr Inc$754,5030.05%6,626CommonSOLE
830566105SKAASkechers USA Inc$731,9210.05%13,899CommonSOLE
30049A107EPMEvolution Petroleum Corp$718,1330.05%88,988CommonSOLE
911363109URIUnited Rentals Inc$700,5670.05%1,573CommonSOLE
922475108VEEVVeeva Sys Inc$619,4880.04%3,133CommonSOLE
26622P107DOCSDoximity Inc$619,2320.04%18,202CommonSOLE
46571Y107IIIVI3 Verticals Inc$556,9150.04%24,362CommonSOLE
37637K108GTLBGitlab Inc$470,9280.03%9,214CommonSOLE
16679L109CHWYChewy Inc$454,6150.03%11,518CommonSOLE
29332G102EHABUSDEnhabit Inc$435,1030.03%37,835CommonSOLE
23285D109CTKBCytek Biosciences Inc$282,9390.02%33,131CommonSOLE
525558201LMATLeMaitre Vascular Inc$222,3600.02%3,305CommonSOLE
38267D109GSHDGoosehead Ins Inc$202,5690.01%3,221CommonSOLE
29444U700EQIXEquinix Inc$108,1840.01%138CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.