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Grandeur Peak Global Advisors, LLC

Q4 2023 · 13F-HR

Grandeur Peak Global Advisors, LLCholdings as filed

Filed 2024-02-13 · accession 0001569137-24-000001

$1.42B
Reported value
114
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
L44385109GLOBGlobant SA$146.8M10.3%616,692CommonSOLE
29260V105DAVAEndava PLC$135.9M9.57%1,745,224CommonSOLE
M6191J100FROGJFrog Ltd$79.1M5.57%2,285,055CommonSOLE
609839105MPWRMonolithic Pwr Sys Inc$69.7M4.91%110,469CommonSOLE
537008104LFUSLittelfuse Inc$64.3M4.52%240,176CommonSOLE
G69451105PAXPatria Investments Ltd$60.0M4.22%3,866,811CommonSOLE
G4705A100ICLRICON PLC$56.7M3.99%200,329CommonSOLE
550021109LULULululemon Athletica Inc$42.7M3.01%83,477CommonSOLE
69343T107PJTPJT Partners Inc$38.1M2.69%374,361CommonSOLE
18915M107NETCloudflare Inc$38.1M2.68%457,965CommonSOLE
N72482123QIAGEN NV$37.2M2.62%856,018CommonSOLE
N14506104ESTCElastic NV$36.2M2.55%321,319CommonSOLE
74758T303QLYSQualys Inc$29.2M2.05%148,638CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$26.6M1.87%104,210CommonSOLE
69376K106RPCP10 Inc$19.7M1.39%1,932,091CommonSOLE
33829M101FIVEFive Below Inc$18.4M1.29%86,101CommonSOLE
681116109OLLIOllies Bargain Outlet Holding$18.1M1.28%238,671CommonSOLE
159864107CRLCharles Riv Labs Intl Inc$17.4M1.23%73,652CommonSOLE
62945V109NVEEUSDNV5 Global Inc$17.1M1.20%153,812CommonSOLE
37892E102GICGlobal Industrial Co$16.9M1.19%435,286CommonSOLE
25402D102DOCNDigitalOcean Holdings Inc$16.7M1.18%455,027CommonSOLE
826919102SLABSilicon Laboratories Inc$14.9M1.05%112,455CommonSOLE
82489W107SHLSShoals Technologies Group Inc$14.7M1.04%948,743CommonSOLE
70432V102PAYCPaycom Software Inc$14.7M1.04%71,185CommonSOLE
29977A105EVREvercore Inc$14.6M1.03%85,241CommonSOLE
40415F101HDBHDFC Bank Ltd$12.7M0.89%189,245CommonSOLE
03990B101ARESAres Management Corp$11.7M0.82%98,399CommonSOLE
58506Q109MEDPMedpace Holdings Inc$11.4M0.80%37,124CommonSOLE
69553P100PDPagerDuty Inc$11.3M0.79%487,262CommonSOLE
441593100HLIHoulihan Lokey Inc$10.2M0.72%85,130CommonSOLE
640491106NEOGNeogen Corp$10.1M0.71%502,406CommonSOLE
G0772R208NTBBank of NT Butterfield&Son$9.5M0.67%298,202CommonSOLE
29786A106ETSYEtsy Inc$9.5M0.67%117,666CommonSOLE
92540K109VTMXVesta Real Estate Corp$9.5M0.67%239,835CommonSOLE
G9451V109VINPVinci Partners Investments Ltd$9.4M0.66%859,883CommonSOLE
45784P101PODDInsulet Corp$9.1M0.64%41,992CommonSOLE
82982T106SITMSiTime Corp$8.6M0.61%70,739CommonSOLE
015271109AREAlexandria Real Estate Eq In$8.3M0.59%65,627CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$8.3M0.58%28,316CommonSOLE
882681109TXRHTexas Roadhouse Inc$8.3M0.58%67,834CommonSOLE
04963C209ATRCAtricure Inc$8.3M0.58%231,550CommonSOLE
892672106TWTradeweb Markets Inc$7.4M0.52%81,300CommonSOLE
88146M101TRNOTerreno Realty Corp$7.0M0.49%111,664CommonSOLE
60786M105MCMoelis & Co$6.9M0.49%123,815CommonSOLE
42704L104HRIHerc Holdings Inc$6.8M0.48%45,379CommonSOLE
404609109HCKTHacket Group Inc$6.6M0.46%287,921CommonSOLE
G21307106CINTCI&T Inc$6.5M0.46%1,236,343CommonSOLE
73278L105POOLPool Corp$6.3M0.45%15,908CommonSOLE
71367G102PWPPerella Weinberg Partners$6.2M0.44%505,873CommonSOLE
58733R102MELIMercadoLibre Inc$6.0M0.42%3,813CommonSOLE
76169C100REXRRexford Industrial Realty Inc$6.0M0.42%106,708CommonSOLE
016255101ALGNAlign Technology Inc$5.8M0.41%21,231CommonSOLE
127203107WHDCactus Inc$5.7M0.40%124,959CommonSOLE
896215209TRSTriMas Corp$5.7M0.40%223,413CommonSOLE
80517M109SVVSavers Value Vlg Inc$5.6M0.40%323,032CommonSOLE
29415F104NVSTEnvista Holdings Corp$5.4M0.38%224,611CommonSOLE
45778Q107NSPInsperity Inc$5.1M0.36%43,838CommonSOLE
443573100HUBSHubSpot Inc$5.1M0.36%8,803CommonSOLE
83200N103SMARGBPSmartsheet Inc$4.9M0.34%101,506CommonSOLE
739276103POWIPower Integrations Inc$4.8M0.34%58,071CommonSOLE
595017104MCHPMicrochip Technology Inc$4.7M0.33%51,937CommonSOLE
98980G102ZSZscaler Inc$4.6M0.32%20,753CommonSOLE
92932M101WNSNWNS Holdings Ltd$4.2M0.30%67,117CommonSOLE
70438V106PCTYPaylocity Hldg Corp$4.2M0.30%25,625CommonSOLE
45168D104IDXXIDEXX Labs Inc$4.2M0.30%7,565CommonSOLE
G98239109XPXP Inc$4.1M0.29%158,446CommonSOLE
068463108BBSIBarrett Business Services Inc$4.1M0.29%35,666CommonSOLE
72703H101PLNTPlanet Fitness Inc$4.0M0.28%54,506CommonSOLE
872657101TPGTPG Inc$3.9M0.27%89,689CommonSOLE
26622P107DOCSDoximity Inc$3.8M0.27%136,738CommonSOLE
252131107DXCMDexcom Inc$3.6M0.26%29,199CommonSOLE
G68707101PAGSPagseguro Digital Ltd$3.5M0.24%276,953CommonSOLE
573874104MRVLMarvell Technology Inc$3.3M0.24%55,508CommonSOLE
22266T109CPNGCoupang Inc$3.2M0.23%198,262CommonSOLE
103002101BWMNBowman Consulting Group Ltd$3.2M0.22%89,914CommonSOLE
46429B598INDAIshares TR$3.1M0.22%63,591CommonSOLE
57777K106MXCTMaxCyte Inc$3.1M0.22%656,916CommonSOLE
23804L103DDOGDatadog Inc$2.9M0.20%23,968CommonSOLE
29667J101ESQEsquire Finl Hldgs Inc$2.9M0.20%57,126CommonSOLE
911363109URIUnited Rentals Inc$2.7M0.19%4,685CommonSOLE
38267D109GSHDGoosehead Ins Inc$2.4M0.17%31,780CommonSOLE
384802104GWWGrainger W W Inc$2.3M0.16%2,726CommonSOLE
256677105DGDollar Gen Corp New$2.0M0.14%14,383CommonSOLE
03769M106APOApollo Global Mgmt Inc$1.7M0.12%18,092CommonSOLE
311900104FASTFastenal Co$1.7M0.12%25,608CommonSOLE
729273102PLBCPlumas Bancorp$1.6M0.11%39,016CommonSOLE
339750101FNDFloor & Decor Holdings Inc$1.6M0.11%14,320CommonSOLE
85208M102SFMSprouts Farmers Market Inc$1.5M0.11%31,292CommonSOLE
421906108HCSGHealthcare Services Group Inc$1.5M0.10%140,809CommonSOLE
957638109WALWestern Alliance Bancorp$1.4M0.10%21,230CommonSOLE
09073M104TECHBio-Techne Corp$1.3M0.09%16,401CommonSOLE
09581B103OWLBlue Owl Capital Inc$1.3M0.09%84,529CommonSOLE
090043100BILLBill Com Hldgs Inc$1.1M0.07%13,026CommonSOLE
253868103DLRDigital Rlty Tr Inc$1.0M0.07%7,657CommonSOLE
85225A1078DTSquarespace Inc$1.0M0.07%30,876CommonSOLE
375916103GILGildan Activewear Inc$965,6640.07%29,170CommonSOLE
358039105FRPTFreshpet Inc$916,9660.06%10,569CommonSOLE
M7S64H106MNDYMonday com Ltd$873,6920.06%4,652CommonSOLE
55354G100MSCIMSCI Inc$794,1730.06%1,404CommonSOLE
25609L105DCBODocebo Inc$793,1210.06%16,425CommonSOLE
47973J102JYNTJoint Corp$742,3440.05%77,247CommonSOLE
37637K108GTLBGitlab Inc$580,1130.04%9,214CommonSOLE
16679L109CHWYChewy Inc$549,6570.04%23,261CommonSOLE
46571Y107IIIVI3 Verticals Inc$535,9190.04%25,315CommonSOLE
778296103ROSTRoss Stores Inc$533,7700.04%3,857CommonSOLE
830566105SKAASkechers USA Inc$416,9300.03%6,688CommonSOLE
30260D103FIGSFigs Inc$416,6940.03%59,956CommonSOLE
76156B107RVLVRevolve Group Inc$389,3650.03%23,484CommonSOLE
227046109CROXCrocs Inc$348,4190.02%3,730CommonSOLE
23285D109CTKBCytek Biosciences Inc$302,1550.02%33,131CommonSOLE
89455T109TMCITreace Med Concepts Inc$270,3510.02%21,204CommonSOLE
525558201LMATLeMaitre Vascular Inc$187,5920.01%3,305CommonSOLE
M98068105WIXWix Com Ltd$178,6250.01%1,452CommonSOLE
42226A107HQYHealthEquity Inc$157,8600.01%2,381CommonSOLE

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.