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Wasatch Advisors LP

інституція · портфель $13.5 млрд · 229 позицій · звіт за 30.09.2026

Позиції в акціях звіт за 30.09.2026, подано 13.10.2026; зміна — до 30.06.2026 · 249

КомпаніяАкційВартість% портфеляЗміна за квартал
HealthEquity Inc
US:HQY
7 011 469$620 млн4.60%−949 266
Ollie's Bargain Outlet Hldg
US:OLLI
5 135 660$440 млн3.27%+773 593
The Ensign Group Inc
US:ENSG
2 038 390$351 млн2.60%−239 934
GLOBAL E ONLINE LTD
CUSIP M5216V106
8 592 495$341 млн2.53%+317 301
Medpace Holdings, Inc.
US:MEDP
465 944$291 млн2.16%−170 651
Paymentus Holdings, Inc.
US:PAY
9 013 026$276 млн2.05%+2 824 830
Casella Waste Systems Inc
US:CWST
3 056 089$246 млн1.82%−475 505
AAON Inc
US:AAON
2 959 453$245 млн1.82%+620 936
Kadant Inc
US:KAI
876 946$229 млн1.70%+8 250
CAMTEK LTD
CUSIP M20791105
1 474 791$229 млн1.70%−647 129
Skyline Corporation
US:SKY
2 634 898$226 млн1.68%−112 618
RLI Corp
US:RLI
4 036 368$223 млн1.66%+405 095
BBB FOODS INC
CUSIP G0896C103
3 909 287$206 млн1.53%−330 187
CTS Corporation
US:CTS
3 402 325$200 млн1.48%−197 382
PJT Partners Inc
US:PJT
1 352 809$193 млн1.43%−125 413
Standex International Corpor…
US:SXI
700 580$191 млн1.42%−145 675
MercadoLibre Inc.
US:MELI
101 868$176 млн1.31%−19 075
REPLIGEN CORP
US:RGEN
907 159$174 млн1.29%−683 092
CSW Industrials, Inc.
US:CSW
596 128$172 млн1.28%−96 908
Freshpet Inc
US:FRPT
2 945 636$170 млн1.26%+126 343
UFP Technologies Inc
US:UFPT
552 809$164 млн1.22%−130 453
Loar Holdings Inc.
US:LOAR
2 631 612$162 млн1.20%−610 174
NOVA LTD
CUSIP M7516K103
413 712$159 млн1.18%−98 978
Trex Company Inc
US:TREX
3 641 416$159 млн1.18%−115 822
Bank Ozk
US:OZK
3 345 235$154 млн1.14%−1 350 141
Valvoline Inc
US:VVV
5 048 130$152 млн1.13%−1 026 700
Xpel Inc
US:XPEL
3 431 038$152 млн1.13%−219 451
Novanta Inc
US:NOVT
1 052 110$150 млн1.11%+292 118
JFROG LTD
CUSIP M6191J100
1 521 452$148 млн1.10%−1 349 896
Sea Ltd
US:SE · депозитарна розписка
1 479 918$144 млн1.07%+8 167
Stonex Group Inc
US:SNEX
2 227 850$144 млн1.07%+1 048 692
Federal Signal Corporation
US:FSS
1 297 257$144 млн1.07%−68 059
Everus Construction Group In…
US:ECG
1 217 366$143 млн1.06%+20 828
Allison Transmission Holding…
US:ALSN
1 260 621$143 млн1.06%−249 875
Vita Coco Company Inc
US:COCO
2 490 208$143 млн1.06%+234 848
CCC Intelligent Solutions Ho…
US:CCC
20 302 086$135 млн1.00%+4 753 765
PDF Solutions Inc
US:PDFS
2 646 572$135 млн1.00%+1 265 833
Moelis & Co
US:MC
2 334 025$134 млн1.00%−912 568
Procore Technologies Inc
US:PCOR
2 522 330$130 млн0.97%+616 683
Grand Canyon Education Inc
US:LOPE
857 718$130 млн0.97%+465 758
Hamilton Lane Inc
US:HLNE
1 452 376$126 млн0.94%+300 816
ESCO Technologies Inc
US:ESE
461 292$122 млн0.91%−16 395
MAREX GROUP LTD
CUSIP G5T40M104
1 728 561$121 млн0.90%нова
Halozyme Therapeutics Inc
US:HALO
1 049 647$116 млн0.86%нова
MAKEMYTRIP LIMITED MAURITIUS
CUSIP V5633W109
2 445 049$115 млн0.86%−28 415
SiteOne Landscape Supply Inc
US:SITE
1 269 658$115 млн0.85%−19
Guidewire Software Inc
US:GWRE
797 837$114 млн0.84%−69 280
NU HLDGS LTD
CUSIP G6683N103
8 900 972$113 млн0.84%−373 025
Preformed Line Products Comp…
US:PLPC
276 669$113 млн0.84%−100 698
Ralliant Corp
US:RAL
1 598 024$111 млн0.82%+1 047 625
Goosehead Insurance, Inc.
US:GSHD
2 430 746$110 млн0.82%+538 293
Bel Fuse A Inc
US:BELFB
445 797$109 млн0.81%−43 617
Enpro Industries
US:NPO
343 076$105 млн0.78%−106 523
BALCHEM CORP
US:BCPC
630 442$104 млн0.77%−420 338
Ufp Industries Inc
US:UFPI
1 255 687$97.0 млн0.72%−138 653
ICF International, Inc.
US:ICFI
1 152 147$95.8 млн0.71%+573 702
Construction Partners Inc
US:ROAD
1 059 115$95.4 млн0.71%+50 641
Flywire Corp
US:FLYW
5 321 057$93.1 млн0.69%+2 815 301
Agilysys Inc
US:AGYS
939 015$91.2 млн0.68%+1 595
Floor & Decor Holdings Inc
US:FND
1 971 375$90.3 млн0.67%−333 245
Dutch Bros Inc
US:BROS
2 333 987$90.0 млн0.67%+1 295 084
Red Violet Inc
US:RDVT
1 126 184$89.0 млн0.66%+235 446
FABRINET
CUSIP G3323L100
193 423$82.1 млн0.61%−49 466
Cohen & Steers Inc
US:CNS
1 110 706$81.2 млн0.60%−75 205
Pennant Group Inc
US:PNTG
1 801 112$70.2 млн0.52%−69 066
Addus HomeCare Corporation
US:ADUS
627 071$69.3 млн0.51%−53 855
Pattern Group Inc. Series A
US:PTRN
4 028 090$69.1 млн0.51%+892 961
Skyward Specialty Insurance…
US:SKWD
1 211 771$64.0 млн0.48%+257 282
DXP Enterprises Inc
US:DXPE
351 538$63.7 млн0.47%−94 037
SailPoint, Inc.
US:SAIL
3 095 262$63.0 млн0.47%−1 424 734
CIMPRESS PLC
CUSIP G2143T103
784 058$60.5 млн0.45%+316 559
Arlo Technologies
US:ARLO
4 865 838$60.3 млн0.45%−1 050 097
Mednax Inc
US:MD
2 219 261$57.1 млн0.42%−279 623
Horace Mann Educators Corpor…
US:HMN
1 270 636$56.7 млн0.42%−130 391
ServiceTitan, Inc. Class A
US:TTAN
841 640$55.4 млн0.41%нова
RBC Bearings Incorporated
US:RBC
110 714$55.3 млн0.41%−211 362
GENPACT LIMITED
CUSIP G3922B107
1 670 111$54.3 млн0.40%нова
Saia Inc
US:SAIA
162 355$54.2 млн0.40%−180 418
Artisan Partners Asset Manag…
US:APAM
1 498 094$54.1 млн0.40%−206 149
BillionToOne, Inc. Class A
US:BLLN
507 258$54.0 млн0.40%−10 826
ADT Inc
US:ADT
8 737 565$53.1 млн0.39%+309 597
Sally Beauty Holdings Inc
US:SBH
3 213 008$52.8 млн0.39%−92 978
Granite Construction Incorpo…
US:GVA
454 176$52.6 млн0.39%+49 522
Certara Inc
US:CERT
5 523 922$50.8 млн0.38%+1 225 097
Mesa Laboratories Inc
US:MLAB
387 129$50.3 млн0.37%+271 461
ScanSource Inc
US:SCSC
841 300$49.4 млн0.37%−230 357
Frontdoor Inc
US:FTDR
650 494$47.6 млн0.35%−381 366
Axogen Inc
US:AXGN
1 121 758$47.0 млн0.35%−174 191
Cactus Inc
US:WHD
714 772$44.5 млн0.33%−319 191
EPR Properties
US:EPR
767 247$43.1 млн0.32%−183 862
Hawkins Inc
US:HWKN
335 538$42.3 млн0.31%−53 977
Stepstone Group Inc
US:STEP
936 744$40.7 млн0.30%+31 499
Netskope Inc
US:NTSK
2 170 614$37.9 млн0.28%−124 345
ServisFirst Bancshares Inc
US:SFBS
942 343$37.7 млн0.28%+403 723
Tarsus Pharmaceuticals Inc
US:TARS
468 041$36.8 млн0.27%+99 473
Axos Financial Inc
US:AX
399 908$34.6 млн0.26%−115 668
NPK International Inc.
US:NPKI
3 006 486$34.3 млн0.25%+194 893
DEL MONTE CORP
CUSIP G36738105
1 131 130$33.9 млн0.25%−26 174
Euronet Worldwide Inc
US:EEFT
532 593$33.5 млн0.25%+72 671
Innospec Inc
US:IOSP
335 398$32.0 млн0.24%нова
American Integrity Insurance…
US:AII
1 257 057$31.4 млн0.23%−3 112
Suncrete, Inc. Class A
US:RMIX
2 347 710$30.2 млн0.22%−113 296
Hancock Whitney Corp
US:HWC
403 961$29.1 млн0.22%−103 038
TransMedics Group Inc
US:TMDX
333 162$27.8 млн0.21%+24 728
Willdan Group Inc
US:WLDN
357 084$26.4 млн0.20%+70 030
Atlas Energy Solutions Inc.
US:AESI
2 156 093$25.9 млн0.19%+321 804
Esquire Financial Holdings I…
US:ESQ
222 418$25.9 млн0.19%−69 824
TAT TECHNOLOGIES LTD
CUSIP M8740S227
715 424$25.1 млн0.19%−53 278
EZCORP Inc
US:EZPW
762 235$22.7 млн0.17%+213 853
Climb Global Solutions
US:CLMB
668 731$21.5 млн0.16%−22 629
Phathom Pharmaceuticals Inc
US:PHAT
2 942 432$21.5 млн0.16%+1 635 185
Mama's Creations, Inc.
US:MAMA
1 570 522$20.2 млн0.15%−241 177
Elmet Group Co.
US:ELMT
1 008 286$20.1 млн0.15%−211 452
Amtech Systems Inc
US:ASYS
1 184 904$19.9 млн0.15%нова
Orion Group Holdings Inc
US:ORN
2 161 096$18.5 млн0.14%+146 986
NAYAX LTD
CUSIP M7S750159
378 897$18.1 млн0.13%нова
Digi International Inc
US:DGII
224 004$17.1 млн0.13%−129 173
Journey Medical Corp
US:DERM
2 449 253$16.8 млн0.12%−409 677
A10 Network
US:ATEN
535 558$14.5 млн0.11%+119 444
C4 Therapeutics, Inc.
US:CCCC
4 160 048$13.9 млн0.10%+637 404
indie Semiconductor Inc
US:INDI
4 347 766$12.7 млн0.09%+589 964
Snowflake Inc.
US:SNOW
37 257$12.7 млн0.09%−8 574
Cardinal Infrastructure Grou…
US:CDNL
396 948$12.1 млн0.09%+47 504
West Pharmaceutical Services…
US:WST
31 777$11.8 млн0.09%+7 107
Latham Group Inc
US:SWIM
1 863 932$11.6 млн0.09%−660 427
The Chefs Warehouse Inc
US:CHEF
97 593$10.9 млн0.08%−30 358
Intuitive Surgical Inc
US:ISRG
26 888$10.9 млн0.08%нова
Orthopediatrics Corp
US:KIDS
469 449$10.5 млн0.08%−46 228
FIVE BELOW, INC
US:FIVE
47 057$10.3 млн0.08%−278 835
NAPCO Security Technologies…
US:NSSC
288 035$10.3 млн0.08%+45 450
Castle Biosciences Inc
US:CSTL
279 343$9.93 млн0.07%−6
Black Rock Coffee Bar, Inc.…
US:BRCB
1 354 088$9.65 млн0.07%нова
Third Coast Bancshares, Inc.
US:TCBX
221 979$9.41 млн0.07%+55 664
Shake Shack Inc
US:SHAK
160 021$9.39 млн0.07%−158 601
UL Solutions Inc.
US:ULS
142 197$9.33 млн0.07%+102 819
Omada Health, Inc.
US:OMDA
435 277$9.06 млн0.07%нова
Unusual Machines, Inc.
US:UMAC
362 634$8.88 млн0.07%−8
Public Policy Holding Compan…
US:PPHC
859 795$8.82 млн0.07%+130 997
Monolithic Power Systems Inc
US:MPWR
6 539$8.81 млн0.07%+5 303
Ambiq Micro, Inc.
US:AMBQ
127 635$8.70 млн0.06%+46 076
Adaptive Biotechnologies Cor…
US:ADPT
298 526$8.63 млн0.06%−277 740
Toast Inc
US:TOST
291 776$8.46 млн0.06%нова
M-tron Industries, Inc.
US:MPTI
107 671$8.43 млн0.06%нова
Mistras Group Inc
US:MG
392 289$8.26 млн0.06%нова
Eton Pharmaceuticals Inc
US:ETON
157 802$8.13 млн0.06%+65 060
NASDAQ, INC.
US:NDAQ
87 708$8.07 млн0.06%нова
Lattice Semiconductor Corpor…
US:LSCC
63 691$8.00 млн0.06%+8 496
Wasatch Funds Trust
US:WSMD · фонд
337 000$7.98 млн0.06%нова
ON HLDG AG
CUSIP H5919C104
269 292$7.97 млн0.06%+73 455
LIGHTPATH TECHNOLOGIES INC
US:LPTH
743 656$7.67 млн0.06%+224 048
TOTALENERGIES SE
CUSIP F92124100
87 297$7.50 млн0.06%нова
KORNIT DIGITAL LTD
CUSIP M6372Q113
433 958$7.21 млн0.05%−10
Suja Life, Inc. Class A
US:SUJA
739 687$7.18 млн0.05%−593 373
Samsara Inc
US:IOT
184 633$7.04 млн0.05%нова
Microsoft Corporation
US:MSFT
13 701$7.03 млн0.05%−1 326
Optex Systems Holdings, Inc.
US:OPXS
644 566$6.93 млн0.05%+9 895
Donaldson Company Inc
US:DCI
77 737$6.77 млн0.05%нова
JPMorgan Chase & Co.
US:JPM
20 063$6.64 млн0.05%−447
Johnson & Johnson
US:JNJ
24 999$6.62 млн0.05%−2 671
Viking Therapeutics Inc
US:VKTX
198 136$6.46 млн0.05%−114 631
Lincoln Educational Services
US:LINC
293 032$6.41 млн0.05%−254 943
Plumas Bancorp
US:PLBC
104 336$6.39 млн0.05%нова
Merchants Bancorp
US:MBIN
127 174$6.23 млн0.05%нова
ING Group NV ADR
US:ING · депозитарна розписка
172 176$6.11 млн0.05%−2 824
Cerus Corporation
US:CERS
2 567 586$6.11 млн0.05%−816 313
CeriBell, Inc
US:CBLL
246 487$6.01 млн0.04%нова
Blacksky Technology Inc
US:BKSY
280 705$5.98 млн0.04%+38 490
CITIGROUP INC
US:C
44 319$5.74 млн0.04%−1 251
KVH Industries Inc
US:KVHI
809 399$5.69 млн0.04%нова
Perella Weinberg Partners
US:PWP
342 527$5.59 млн0.04%−24 254
Holley Inc
US:HLLY
2 339 430$5.52 млн0.04%−2 547 608
Suncor Energy Inc
US:SU
79 540$5.39 млн0.04%+1 991
Graham Corporation
US:GHM
62 292$5.38 млн0.04%−22 811
Synopsys Inc
US:SNPS
12 179$5.30 млн0.04%нова
U.S. Bancorp
US:USB
90 982$5.26 млн0.04%−2 056
Tactile Systems Technology I…
US:TCMD
234 219$5.22 млн0.04%нова
Universal Technical Institut…
US:UTI
278 902$5.21 млн0.04%−1 017 679
Dyne Therapeutics Inc
US:DYN
319 913$5.15 млн0.04%−123 755
Duke Energy CORP
US:DUK
43 666$4.98 млн0.04%+1 391
Union Pacific Corporation
US:UNP
18 262$4.97 млн0.04%−435
Chevron Corp
US:CVX
24 217$4.95 млн0.04%−519
AMDOCS LTD
CUSIP G02602103
86 116$4.92 млн0.04%+14 044
MacroGenics Inc
US:MGNX
1 260 901$4.87 млн0.04%−757 980
Exelon Corporation
US:EXC
119 400$4.82 млн0.04%+1 114
Nkarta Inc
US:NKTX
1 666 596$4.37 млн0.03%+88 749
PDD Holdings Inc.
US:PDD · депозитарна розписка
55 262$4.31 млн0.03%+7 312
PVH CORP. /DE/
US:PVH
54 545$4.04 млн0.03%−198
Sitime Corporation
US:SITM
5 996$3.91 млн0.03%−2 717
Sonoco Products Company
US:SON
79 444$3.88 млн0.03%−1 723
VICI Properties Inc
US:VICI
167 018$3.84 млн0.03%+12 507
Huntington Ingalls Industrie…
US:HII
14 288$3.82 млн0.03%нова
Quest Diagnostics Incorporat…
US:DGX
16 303$3.80 млн0.03%−472
Kura Sushi USA Inc
US:KRUS
90 666$3.70 млн0.03%−46 670
AT&T Inc.
US:T
146 663$3.58 млн0.03%−3 337
Kimco Realty Corporation
US:KIM
160 263$3.56 млн0.03%−3 469
Intel Corporation
US:INTC
29 180$3.51 млн0.03%−594
Verizon Communications Inc
US:VZ
72 908$3.34 млн0.02%−1 587
Arhaus Inc
US:ARHS
343 227$3.25 млн0.02%−65 532
Aquestive Therapeutics, Inc.
US:AQST
648 173$3.00 млн0.02%−737 670
IMMATICS N.V
CUSIP N44445109
341 246$3.00 млн0.02%−100 264
PowerFleet, Inc.
US:AIOT
1 053 989$2.99 млн0.02%−1 554 988
Dollar General Corporation
US:DG
24 640$2.95 млн0.02%+842
LGI Homes
US:LGIH
61 138$2.85 млн0.02%−152 333
Bob's Discount Furniture, In…
US:BOBS
205 340$2.85 млн0.02%−277 495
Finwise Bancorp
US:FINW
235 416$2.62 млн0.02%−266 785
CREDICORP LTD
CUSIP G2519Y108
6 203$2.36 млн0.02%−2 693
Acm Research Inc
US:ACMR
28 862$2.34 млн0.02%нова
Heico Corporation
US:HEI-A
8 986$2.05 млн0.02%−8 796
Manhattan Associates Inc
US:MANH
10 025$1.99 млн0.01%−1 122
SHARKNINJA INC
CUSIP G8068L108
10 266$1.85 млн0.01%−3 524
Fiserv, Inc.
US:FISV
40 229$1.82 млн0.01%+1 215
Ametek Inc
US:AME
6 527$1.62 млн0.01%−350
Kinsale Capital Group Inc
US:KNSL
3 874$1.25 млн0.01%нова
Circle Internet Group, Inc.
US:CRCL
15 182$1.25 млн0.01%+5 115
Tyler Technologies Inc
US:TYL
3 086$983 тис0.01%+758
Grupo Cibest S.A.
US:CIB · депозитарна розписка
9 816$911 тис0.01%нова
Alamo Group Inc
US:ALG
5 820$901 тис0.01%−295 221
Ryan Specialty Group Holding…
US:RYAN
21 024$778 тис0.01%нова
Toronto Dominion Bank
US:TD
6 434$757 тис0.01%+1 714
Magna International Inc
US:MGA
10 441$665 тис0.00%+1 877
Blue Moon Metals Inc
US:BMM
103 400$516 тис0.00%нова
Oshkosh Corporation
US:OSK
3 758$484 тис0.00%−289 887
Silgan Holdings Inc
US:SLGN
12 826$446 тис0.00%−9 657
SPOTIFY TECHNOLOGY S A
CUSIP L8681T102
869$424 тис0.00%−185
TD SYNNEX CORP
US:SNX
1 243$319 тис0.00%−895
Rollins Inc
US:ROL
7 913$238 тис0.00%−25 726
Builders FirstSource Inc
US:BLDR
4 159$237 тис0.00%−6 646
Ridgepost Capital, Inc
US:RPC
12 197$90.6 тис0.00%+1 690
BURFORD CAPITAL LIMITED
CUSIP G17977110
19 867$77.9 тис0.00%—
Helios Technologies Inc
US:HLIO
0 (було 660 085)——продав
Intellia Therapeutics Inc
US:NTLA
0 (було 127 649)——продав
i3 Verticals Inc
US:IIIV
0 (було 377 435)——продав
Kulicke and Soffa Industries…
US:KLIC
0 (було 44 551)——продав
Limbach Holdings Inc
US:LMB
0 (було 380 863)——продав
loanDepot, Inc.
US:LDI
0 (було 2 296 300)——продав
OPEN LENDING CORP
CUSIP 68373J104
0 (було 4 871 864)——продав
Patrick Industries Inc
US:PATK
0 (було 58 781)——продав
Paylocity Holding Corporatio…
US:PCTY
0 (було 109 922)——продав
PURPLE INNOVATION INC
CUSIP 74640Y106
0 (було 5 071 444)——продав
Shift4 Payments Inc
US:FOUR
0 (було 2 169 197)——продав
Smith Douglas Homes Corp.
US:SDHC
0 (було 531 223)——продав
AtriCure, Inc.
US:ATRC
0 (було 233 604)——продав
Veeco Instruments Inc
US:VECO
0 (було 232 561)——продав
Bowhead Specialty Holdings I…
US:BOW
0 (було 348 437)——продав
Wingstop Inc
US:WING
0 (було 376 706)——продав
Centene Corp
US:CNC
0 (було 59 500)——продав
AXIS CAP HLDGS LTD
CUSIP G0692U109
0 (було 3 905)——продав
ESPERION THERAPEUTICS INC NE
CUSIP 29664W105
0 (було 1 930 185)——продав
MAREX GROUP PLC
CUSIP G5S37H101
0 (було 1 683 061)——продав

У компаніях нашої бази 7

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