Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Accent Capital Management, LLC

Q1 2025 · 13F-HR

Accent Capital Management, LLCholdings as filed

Filed 2025-05-09 · accession 0001855205-25-000020

$173.1M
Reported value
323
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$21.4M12.4%96,384CommonNONE
594918104MSFTMICROSOFT CORP$15.8M9.10%41,965CommonNONE
67066G104NVDANVIDIA CORP$14.9M8.59%137,215CommonNONE
02079K107GOOGALPHABET INC C$14.5M8.37%93,442CommonNONE
30303M102METAMETA PLATFORMS INC A$12.0M6.93%20,822CommonNONE
023135106AMZNAMAZON.COM INC$10.4M6.00%54,564CommonNONE
78462F103SPYSPDR S&P 500 ETF$10.3M5.94%18,317CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M3.40%6,220CommonNONE
92826C839VVISA INC A$5.2M3.03%14,942CommonNONE
532457108LLYELI LILLY AND CO$4.8M2.77%5,813CommonNONE
57636Q104MAMASTERCARD INC A$3.7M2.16%6,829CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.6M2.11%14,864CommonNONE
91324P102UNHUNITEDHEALTH GROUP I$3.4M1.96%6,465CommonNONE
747525103QCOMQUALCOMM INC$2.6M1.49%16,811CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.2M1.27%8,194CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$2.1M1.24%7,811CommonNONE
438516106HONHONEYWELL INTL INC$1.9M1.09%8,888CommonNONE
615369105MCOMOODYS CORP$1.8M1.06%3,938CommonNONE
931142103WMTWALMART INC$1.8M1.06%20,816CommonNONE
11135F101AVGOBROADCOM INC$1.8M1.02%10,593CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY I A$1.6M0.92%2CommonNONE
512807108LRCXEURLAM RESH CORP$1.5M0.89%21,201CommonNONE
713448108PEPPEPSICO INC$1.3M0.77%8,931CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.76%1,770CommonNONE
437076102HDHOME DEPOT INC$1.3M0.76%3,607CommonNONE
060505104BACBANK OF AMERICA CORP$1.3M0.75%31,000CommonNONE
548661107LOWLOWES COS INC$1.3M0.73%5,419CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.2M0.68%7,463CommonNONE
03769M106APOAPOLLO GLOBAL MGMT I$1.2M0.67%8,474CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.63%9,006CommonNONE
458140100INTCINTEL CORP$1.1M0.62%9,529CommonNONE
169656105CMGCHIPOTLE MEXICAN GRI$1.1M0.61%20,946CommonNONE
833445109SNOWSNOWFLAKE INC A$1.0M0.60%7,084CommonNONE
90353T100UBERUBER TECHNOLOGIES IN$960,6590.55%13,185CommonNONE
09857L108BKNGBOOKING HLDGS INC$921,3820.53%200CommonNONE
244199105DEDEERE & CO$843,5070.49%1,791CommonNONE
13646K108CPCANADIAN PACIFIC KAN$625,3150.36%8,889CommonNONE
V7780T103RCLROYAL CARIBBEAN GROU$610,7350.35%2,962CommonNONE
72352L106PINSPINTEREST INC A$541,0740.31%17,454CommonNONE
191098102COKECOCA COLA CONSOLIDAT$469,8000.27%348CommonNONE
883556102TMOTHERMO FISHER SCIENT$456,1950.26%916CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$453,9440.26%6,957CommonNONE
30212P303EXPEEXPEDIA GROUP INC$420,2500.24%2,500CommonNONE
191216100KOTHE COCA-COLA CO$417,0560.24%5,782CommonNONE
92537N108VRTVERTIV HLDGS CO A$378,8330.22%5,247CommonNONE
679580100ODFLOLD DOMINION FREIGHT$335,8640.19%2,030CommonNONE
38141G104GSGOLDMAN SACHS GROUP$320,1260.18%586CommonNONE
902973304USBUS BANCORP DEL$301,6890.17%7,062CommonNONE
86800U302SMCISUPER MICRO COMPUTER$298,2300.17%8,710CommonNONE
911363109URIUNITED RENTALS INC$282,0150.16%450CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP$268,8300.16%1,500CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$236,6680.14%1,220CommonNONE
641069406NSRGYNESTLE S A ADR$226,7220.13%2,241CommonNONE
01609W102BABAALIBABA GROUP HLDG L ADR$209,1880.12%1,582CommonNONE
337738108FISVFISERV INC$196,3180.11%889CommonNONE
31428X106FDXFEDEX CORP$183,8700.11%750CommonNONE
808524201SCHXSCHWAB US LARGE CAP ETF$165,6000.10%7,500CommonNONE
05606L100BYDDYBYD CO LTD ADR$161,1150.09%1,590CommonNONE
49177J102KVUEKENVUE INC$160,5460.09%6,695CommonNONE
97717X271DDLSWISDOMTREE DYNMC SMALLCAP EQY ETF$158,7570.09%4,491CommonNONE
478160104JNJJOHNSON & JOHNSON$154,8950.09%934CommonNONE
68389X105ORCLORACLE CORP$139,8100.08%1,000CommonNONE
922908751VBVANGUARD SMALL CAP ETF$133,0500.08%600CommonNONE
12572Q105CMECME GROUP INC A$132,6450.08%500CommonNONE
45866F104ICEINTERCONTINENTAL EXC$129,3750.07%750CommonNONE
824348106SHWSHERWIN-WILLIAMS CO$123,2640.07%353CommonNONE
88032Q109TCEHYTENCENT HLDGS LTD ADR$112,9970.07%1,770CommonNONE
922908363VOOVANGUARD S&P 500 ETF$107,9210.06%210CommonNONE
922908744VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR$103,6440.06%600CommonNONE
571903202MARMARRIOTT INTL INC NE A$95,2800.06%400CommonNONE
446150104HBANHUNTINGTON BANCSHARE$94,7360.05%6,247CommonNONE
440452100HRLHORMEL FOODS CORP$92,8200.05%3,000CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHAR A$92,7060.05%50CommonNONE
084670207BERKSHIRE HATHAWAY B$92,1360.05%173CommonNONE
33748L101FWRGFIRST WATCH RESTAURA$83,2500.05%5,000CommonNONE
11271J107BNBROOKFIELD CORP A$79,5580.05%1,518CommonNONE
45841N107IBKRINTERACTIVE BROKERS A$79,4830.05%480CommonNONE
722304102PDDPDD HOLDINGS INC ADR ADR$76,9280.04%650CommonNONE
863667101SYKSTRYKER CORP$74,6180.04%200CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR ADR$74,1720.04%445CommonNONE
046353108AZNNASTRAZENECA PLC ADR$73,5000.04%1,000CommonNONE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US$72,8200.04%2,000CommonNONE
410693105HVRRYHANNOVER RUECK SE ADR$72,5790.04%1,461CommonNONE
296036304EBKDYERSTE GROUP BK A G ADR$64,7790.04%1,862CommonNONE
654106103NKENIKE INC B$63,8800.04%1,000CommonNONE
870195104SWDBYSWEDBANK A B ADR$62,8670.04%2,538CommonNONE
907818108UNPUNION PAC CORP$61,1860.04%259CommonNONE
46137V423SPVMINVESCO S AND P 500 VL WITH ETF$57,3700.03%1,000CommonNONE
33767E202FSVFIRSTSERVICE CORP NE$53,0260.03%319CommonNONE
496402108KGSPYKINGSPAN GROUP PLC ADR$51,6410.03%631CommonNONE
056752108BIDUBAIDU INC A ADR$50,6170.03%550CommonNONE
64110L106NFLXNETFLIX INC$49,4240.03%53CommonNONE
045055100ASHTYASHTEAD GROUP PLC ADR$47,0890.03%217CommonNONE
580135101MCDMCDONALDS CORP$46,8560.03%150CommonNONE
04016X101ARGXARGENX SE ADR$46,1650.03%78CommonNONE
82509L107SHOPSHOPIFY INC A$45,8300.03%480CommonNONE
670100205NVONOVO-NORDISK A S ADR$45,3140.03%642CommonNONE
833635105SQMSOCIEDAD QUIMICA Y M ADR$41,8360.02%1,053CommonNONE
835699307SONYSONY GROUP CORP ADR$41,4360.02%1,632CommonNONE
701094104PHPARKER-HANNIFIN CORP$41,3340.02%68CommonNONE
G0403H108AONAON PLC A$40,3080.02%101CommonNONE
786584102SAFRYSAFRAN ADR$39,7320.02%600CommonNONE
693718108PCARPACCAR INC$39,7270.02%408CommonNONE
74935Q107RBARB GLOBAL INC$39,2170.02%391CommonNONE
743315103PGRPROGRESSIVE CORP OH$39,0550.02%138CommonNONE
249906108DSGXDESCARTES SYS GROUP$38,7190.02%384CommonNONE
58933Y105MRKMERCK & CO. INC.$38,0390.02%420CommonNONE
002824100ABTABBOTT LABS$37,5400.02%283CommonNONE
25243Q205DEODIAGEO PLC ADR$36,9240.02%347CommonNONE
217204106CPRTCOPART INC$36,4440.02%644CommonNONE
17275R102CSCOCISCO SYS INC$36,3470.02%589CommonNONE
038222105AMATAPPLIED MATLS INC$36,2800.02%250CommonNONE
929740108WABWABTEC$36,2700.02%200CommonNONE
98956P102ZBHZIMMER BIOMET HLDGS$34,8200.02%307CommonNONE
771195104RHHBYROCHE HLDG LTD ADR$34,7720.02%845CommonNONE
009126202AIQUYAIR LIQUIDE ADR$34,2180.02%900CommonNONE
00206R102TAT&T INC$33,8510.02%1,197CommonNONE
143130102KMXCARMAX INC$33,6610.02%432CommonNONE
867224107SUSUNCOR ENERGY INC NE$33,1830.02%857CommonNONE
110122108BMYBRISTOL MYERS SQUIBB$32,9960.02%541CommonNONE
86317T103SAUHYSTRAUMANN HLDG AG ADR$32,2670.02%2,680CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$32,0540.02%210CommonNONE
073320103BESIYBE SEMICONDUCTOR IND ADR$31,9580.02%308CommonNONE
639057207NWGNATWEST GROUP PLC ADR$31,7240.02%2,576CommonNONE
526250105LNVGYLENOVO GROUP LTD ADR$31,0270.02%1,150CommonNONE
40415F101HDBHDFC BK LTD ADR$30,4960.02%459CommonNONE
92343V104VZVERIZON COMMUNICATIO$30,4820.02%672CommonNONE
50540R409LSILABCORP HLDGS INC$29,7910.02%128CommonNONE
404280406HSBCHSBC HLDGS PLC ADR$29,6150.02%500CommonNONE
29250N105ENBENBRIDGE INC$29,5990.02%668CommonNONE
80105N105SNYSANOFI ADR$29,4490.02%531CommonNONE
98389B100XELXCEL ENERGY INC$29,2580.02%410CommonNONE
172967424CCITIGROUP INC$29,2480.02%412CommonNONE
949746101WMT2WELLS FARGO & CO$29,0030.02%404CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIE$28,3070.02%189CommonNONE
45104G104IBNICICI BK LTD ADR$27,9270.02%886CommonNONE
G51502105JCIJOHNSON CONTROLS INT$26,3970.02%328CommonNONE
297284200ESLOYESSILOR INTL S A ADR$26,0820.02%181CommonNONE
502441306LVMUYLVMH MOET HENNESSY L ADR$25,7650.01%208CommonNONE
34959J108FTVFORTIVE CORP DISC$25,7590.01%352CommonNONE
120738406BZLFYBUNZL PLC ADR$25,6230.01%1,338CommonNONE
571748102MRSHMARSH & MCLENNAN COS$25,3790.01%104CommonNONE
75886F107REGNREGENERON PHARMACEUT$25,3690.01%40CommonNONE
54338V101LZAGYLONZA GROUP AG ADR$25,1530.01%408CommonNONE
501044101KRKROGER CO$24,9780.01%369CommonNONE
558868105MDGLMADRIGAL PHARMACEUTI$24,8420.01%75CommonNONE
76657Y101RTMVYRIGHTMOVE PLC ADR$24,4440.01%1,381CommonNONE
N07059210ASMLASML HLDG N V ADR$23,8550.01%36CommonNONE
166764100CVXCHEVRON CORP NEW$23,5880.01%141CommonNONE
46090E103QQQINVESCO QQQ TRUST$23,4820.01%50CommonNONE
922042718VSSVGRD FTSE ALL WRLD EX US SML CAP ETF$23,1200.01%200CommonNONE
98138H101WDAYWORKDAY INC A$22,8860.01%98CommonNONE
898920103HURATUHURA BIOSCIENCES I$22,6100.01%7,000CommonNONE
98978V103ZTSZOETIS INC A$22,3920.01%136CommonNONE
285512109EAELECTRONIC ARTS INC$21,6780.01%150CommonNONE
98954M200ZZILLOW GROUP INC$21,5960.01%315CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$21,3450.01%175CommonNONE
760125104RTORENTOKIL INITIAL PLC ADR$20,9540.01%915CommonNONE
278642103EBAYEBAY INC$20,3190.01%300CommonNONE
46138J825BSCPInvesco BulletShares 2025 Corporate Bond ETF$20,2040.01%977CommonNONE
87807B107TRPTC ENERGY CORP$20,1590.01%427CommonNONE
928881101VNTVONTIER CORP$20,0390.01%610CommonNONE
693475105PNCPNC FINL SERVICES$19,8620.01%113CommonNONE
55024U109LITELUMENTUM HLDGS INC$19,6990.01%316CommonNONE
502117203LRLCYL OREAL S A ADR$19,1110.01%257CommonNONE
576323109MTZMASTEC INC$19,0240.01%163CommonNONE
A0997C107BWAGFBAWAG GROUP AG$18,4960.01%180CommonNONE
773122106ROCKET LAB USA INC$18,3270.01%1,025CommonNONE
03073E105CORCENCORA INC$18,0760.01%65CommonNONE
14365C103POH3CARNIVAL PLC EQUITY Equity ADR$17,5300.01%1,000CommonNONE
136375102CNICANADIAN NATL RY CO$17,3480.01%178CommonNONE
90138F102TWLOTWILIO INC A$17,0360.01%174CommonNONE
L44385109GLOBGLOBANT S A$16,5990.01%141CommonNONE
45245E109IMAXIMAX CORP$16,3370.01%620CommonNONE
78463X509SPEMSPDR INDEX SHARES EMERG MARKT ETF$15,7480.01%400CommonNONE
G87110105FTITECHNIPFMC PLC$15,7110.01%495CommonNONE
892331307TMTOYOTA MTR CORP ADR$15,0050.01%85CommonNONE
G1151C101ACNACCENTURE PLC IRELAN A$14,9780.01%48CommonNONE
756255204RECKITT BENCKISER GR ADR$14,9380.01%1,100CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$14,7010.01%114CommonNONE
136069101CMCANADIAN IMPERIAL BK$13,6800.01%240CommonNONE
92337F107VCYTVERACYTE INC$13,1050.01%442CommonNONE
80706P103SRRKSCHOLAR ROCK HLDG CO$12,8600.01%400CommonNONE
036752103ELVELEVANCE HEALTH INC$12,6140.01%29CommonNONE
00972G207AKARI THERAPEUTICS P ADR$12,4000.01%10,000CommonNONE
256135203RDYDR REDDYS LABS LTD ADR$11,5410.01%875CommonNONE
35958N107FUJIYFUJIFILM HLDGS CORP ADR$11,4960.01%1,200CommonNONE
78464A698KRESPDR S&P REGIONAL BANKING ETF$11,3700.01%200CommonNONE
45662N103IFNNYINFINEON TECHNOLOGIE ADR$11,0950.01%335CommonNONE
891092108TTCTORO CO$10,9700.01%150CommonNONE
G0398N128ANFGFANTOFAGASTA PLC$10,7690.01%499CommonNONE
042068205ARMARM HLDGS PLC EQUITY Equity ADR$10,6790.01%100CommonNONE
653656108NICENICE LTD ADR$10,4840.01%68CommonNONE
87422Q109TLNTALEN ENERGY CORP NE$9,9840.01%50CommonNONE
57060D108MKTXMARKETAXESS HLDGS IN$9,7360.01%45CommonNONE
902788108UMBFUMB FINL CORP$9,6430.01%95CommonNONE
767204100RIORIO TINTO PLC ADR$9,5360.01%153CommonNONE
890880206TRYIYTORAY INDS INC ADR$9,5060.01%700CommonNONE
904767704UNILEVER PLC ADR$9,2900.01%156CommonNONE
171269103CHGCYCHUGAI PHARMACEUTICA ADR$9,1720.01%400CommonNONE
00827B106AFRMAFFIRM HLDGS INC A$9,0380.01%200CommonNONE
G77733106SFSHFSAFESTORE HOLDINGS P$9,0210.01%1,092CommonNONE
819047101SHAKSHAKE SHACK INC A$8,8170.01%100CommonNONE
49271V100KDPKEURIG DR PEPPER INC$8,6130.00%250CommonNONE
778296103ROSTROSS STORES INC$8,5620.00%67CommonNONE
689164101OTSKYOTSUKA HLDGS CO LTD ADR$8,3940.00%320CommonNONE
922475108VEEVVEEVA SYS INC A$8,3390.00%36CommonNONE
876030107TPRTAPESTRY INC$8,1680.00%116CommonNONE
144285103CRSCARPENTER TECHNOLOGY$8,1530.00%45CommonNONE
278865100ECLECOLAB INC$8,1330.00%32CommonNONE
53263P105LMBLIMBACH HLDGS INC$8,0430.00%108CommonNONE
25746U109DDOMINION ENERGY INC$8,0180.00%143CommonNONE
626755102MUSAMURPHY USA INC$7,9870.00%17CommonNONE
253393102DKSDICKS SPORTING GOODS$7,9080.00%39CommonNONE
58733R102MELIMERCADOLIBRE INC$7,8030.00%4CommonNONE
05537Y304BDOUYBDO UNIBANK INC ADR$7,5400.00%279CommonNONE
74589A101PUMSYPUMA SE ADR$7,4350.00%3,111CommonNONE
29873W102ERNXYEURONEXT N V ADR$7,2380.00%249CommonNONE
929160109VMCVULCAN MATLS CO$7,2320.00%31CommonNONE
422806208HEI/AHEICO CORP NEW A$7,1730.00%34CommonNONE
15117X105CLLNYCELLNEX TELECOM S A$7,1020.00%200CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES$7,0810.00%80CommonNONE
929042109VNOVORNADO RLTY TR REIT$7,0650.00%191CommonNONE
81141R100SESEA LTD A ADR$7,0460.00%54CommonNONE
74967X103RHRH$7,0320.00%30CommonNONE
23304Y100DBSDYDBS GROUP HLDGS LTD ADR$6,5970.00%48CommonNONE
405552100HLNHALEON PLC ADR$6,5860.00%640CommonNONE
031162100AMGNAMGEN INC$6,5430.00%21CommonNONE
19247G107COHRCOHERENT CORP$6,4940.00%100CommonNONE
402635502GPORGULFPORT ENERGY CORP Equity$6,4450.00%35CommonNONE
934423104WBDWARNER BROS DISCOVER$6,4380.00%600CommonNONE
251542106DBOEYDEUTSCHE BOERSE ADR$6,0510.00%204CommonNONE
26603R106DUOLDUOLINGO INC A$5,9000.00%19CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE I$5,7290.00%15CommonNONE
88160R101TSLATESLA INC$5,7020.00%22CommonNONE
803054204SAPSAP SE ADR$5,6370.00%21CommonNONE
570535104MKLMARKEL GROUP INC$5,6090.00%3CommonNONE
009279100EADSYAIRBUS SE ADR$5,5550.00%126CommonNONE
893641100TDGTRANSDIGM GROUP INC$5,5330.00%4CommonNONE
25754L108DMZPYDOMINOS PIZZA ENTERP ADR$5,4210.00%678CommonNONE
87650L103TARSTARSUS PHARMACEUTICA$5,3940.00%105CommonNONE
G61188101LBTYALIBERTY GLOBAL LTD A$5,3180.00%462CommonNONE
903480101UCBJYUCB S A ADR$5,2980.00%60CommonNONE
94106B101WCNWASTE CONNECTIONS IN$5,2700.00%27CommonNONE
654445303NTDOYNINTENDO LTD ADR$5,2540.00%306CommonNONE
78709Y105SAIASAIA INC$5,2410.00%15CommonNONE
29357K103ENVAENOVA INTL INC$5,2140.00%54CommonNONE
912008109USFDUS FOODS HLDG CORP$5,1710.00%79CommonNONE
45867G101IDCCINTERDIGITAL INC$5,1690.00%25CommonNONE
113004105BAMBROOKFIELD ASSET MGM A$5,1360.00%106CommonNONE
70451X104PAYOPAYONEER GLOBAL INC$5,1170.00%700CommonNONE
049468101TEAMATLASSIAN CORP A$5,0930.00%24CommonNONE
92337C104VERALTO CORP$5,0730.00%52CommonNONE
74736L109QTWOQ2 HLDGS INC$5,0410.00%63CommonNONE
37733W204GSKGSK PLC ADR ADR$5,0240.00%120CommonNONE
15643U104LEUCENTRUS ENERGY CORP A$4,9770.00%80CommonNONE
69367X109PTAIYPT ASTRA INTL TBK ADR$4,8450.00%844CommonNONE
29084Q100EMEEMCOR GROUP INC$4,8050.00%13CommonNONE
063671101BMOBANK MONTREAL QUE$4,6800.00%49CommonNONE
66987V109NVSNOVARTIS AG ADR$4,6190.00%40CommonNONE
04010E109AGXARGAN INC$4,5910.00%35CommonNONE
302081104EXLSEXLSERVICE HLDGS INC$4,5790.00%97CommonNONE
267475101DYDYCOM INDS INC$4,5700.00%30CommonNONE
867975104SNRENSUNRISE COMMUNICATIO A ADR$4,4430.00%92CommonNONE
53225C106LIGHT & WONDER INC$4,3310.00%50CommonNONE
N3167Y103RACEFERRARI N V NEW$4,2790.00%10CommonNONE
874080104TALTAL ED GROUP A ADR$4,2270.00%320CommonNONE
343472103FLUTTER ENTMT PLC$4,2090.00%19CommonNONE
G4705A100ICLRICON PLC$4,2000.00%24CommonNONE
92556V106VTRSVIATRIS INC$4,0500.00%465CommonNONE
565394103CARTMAPLEBEAR INC$3,9890.00%100CommonNONE
21874R108CORE & MAIN INC A$3,9610.00%82CommonNONE
910047109UALUNITED AIRLINES HLDG$3,7980.00%55CommonNONE
576485205MTDRMATADOR RES CO$3,7810.00%74CommonNONE
729132100PLXSPLEXUS CORP$3,7160.00%29CommonNONE
759916109RGENREPLIGEN CORP$3,6900.00%29CommonNONE
135086106GOOSCANADA GOOSE HLDGS I$3,6250.00%456CommonNONE
977874205WTKWYWOLTERS KLUWER N V ADR$3,5790.00%23CommonNONE
03662Q105AKXANSYS INC$3,4820.00%11CommonNONE
759655103REMYYREMY COINTREAU S A ADR$3,4410.00%740CommonNONE
816850101SMTCSEMTECH CORP$3,4400.00%100CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$3,3500.00%6CommonNONE
896239100TRMBTRIMBLE INC$3,3480.00%51CommonNONE
Q48215109IDPUFIDP ED LTD$3,3340.00%567CommonNONE
654090109NJDCYNIDEC CORP ADR$3,2010.00%764CommonNONE
184496107CLHCLEAN HBRS INC$3,1540.00%16CommonNONE
955306105WSTWEST PHARMACEUTICAL$3,1340.00%14CommonNONE
47215P106JDJD COM INC A ADR$3,0840.00%75CommonNONE
28176E108EWEDWARDS LIFESCIENCES$3,0440.00%42CommonNONE
22160N109CSGPCOSTAR GROUP INC$3,0110.00%38CommonNONE
Y7571C100SYBJFSECURITY BANK CORP$2,9780.00%2,436CommonNONE
28618M106ESIELEMENT SOLUTIONS IN$2,9620.00%131CommonNONE
G7496G103RNRRENAISSANCERE HOLDIN$2,8800.00%12CommonNONE
92887H107VONOYVONOVIA SE ADR$2,8270.00%210CommonNONE
679295105OKTAOKTA INC A$2,7360.00%26CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES C A$2,5430.00%9CommonNONE
878742204TECKTECK RES LIMITED B$2,5140.00%69CommonNONE
311900104FASTFASTENAL CO$2,4040.00%31CommonNONE
87162W100SNXTD SYNNEX CORP$2,3910.00%23CommonNONE
537008104LFUSLITTELFUSE INC$2,3610.00%12CommonNONE
817565104SCISERVICE CORP INTL$2,2460.00%28CommonNONE
G6683N103NUNU HLDGS LTD A$2,2320.00%218CommonNONE
500275102KOTMYKOITO MFG CO LTD ADR$2,2270.00%180CommonNONE
339750101FNDFLOOR & DECOR HLDGS A$2,1730.00%27CommonNONE
45167R104IEXIDEX CORP$2,1720.00%12CommonNONE
85254J102STAGSTAG INDL INC REIT$1,9570.00%54CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1,8280.00%6CommonNONE
92345Y106VRSKVERISK ANALYTICS INC A$1,7860.00%6CommonNONE
902252105TYLTYLER TECHNOLOGIES I$1,7440.00%3CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LT A$1,5410.00%202CommonNONE
46120E602ISRGINTUITIVE SURGICAL I$1,4860.00%3CommonNONE
29362U104ENTGENTEGRIS INC$1,4000.00%16CommonNONE
39579V100GHGGREENTREE HOSPITALIT A ADR$1,3720.00%567CommonNONE
641255880NLZNEUROMETRIX INC$1,3260.00%300CommonNONE
592688105MTDMETTLER-TOLEDO INTL$1,1810.00%1CommonNONE
889905204TMRAYTOMRA SYS A/S ADR$8340.00%58CommonNONE
G6674U108NVCRNOVOCURE LTD$8020.00%45CommonNONE
30050E105EVOEVOTEC SE ADR$6680.00%200CommonNONE
09609G209BLE0BLUEBIRD BIO INC$2440.00%50CommonNONE
H9875C108ZRSEFDOCMORRIS AG$1950.00%10CommonNONE
85512G106STHOSTAR HLDGS$1190.00%14CommonNONE
W64566107LNDNFORRON ENERGY AB$1170.00%254CommonNONE
30744W107FTCHQFarfetch Ltd A$0215CommonNONE

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.