FORMULA GROWTH LTD

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
151
Quarter
2025 Q4
Top Holding
MU (3.5%)
Top 10 Concentration
23.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 151
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MU
MICRON TECHNOLO...
Technology 3.52% 2.26% #1 4
Prev: #5
1.5 -6,000 -15.8%
P
S
32,000 $9,133,120 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SWIM
LATHAM GROUP IN...
Industrials 2.95% 2.68% #2 1
Prev: #1
3.2 216,049 21.8%
P
S
1,205,082 $7,652,271 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAMES HARDIE IN...
Unknown 2.45% 2.58% #3 1
Prev: #2
1.0 -70,000 -18.6%
P
S
306,840 $6,366,930 13F Filing 2025-12-31 2026-02-14 (Est.)
LAW
CS DISCO INC
Technology 2.24% 1.88% #4 5
Prev: #9
0.9 -70,000 -8.5%
P
S
750,000 $5,820,000 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIND
LINDBLAD EXPEDI...
Consumer Cyclical 2.24% 1.90% #5 3
Prev: #8
0.9 -13,112 -3.1%
P
S
403,591 $5,819,782 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSYS
STRATASYS LTD
Technology 2.21% 2.27% #6 2
Prev: #4
2.9 90,000 15.8%
P
S
660,000 $5,728,800 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PACK
RANPAK HOLDINGS...
Consumer Cyclical 2.06% 2.05% #7 1
Prev: #6
0.8 -35,706 -3.5%
P
S
989,527 $5,353,341 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BILL
BILL HOLDINGS I...
Technology 2.00% 1.79% #8 2
Prev: #10
0.8 no change no change
P
S
95,000 $5,181,300 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAM
ATLASSIAN CORPO...
Technology 1.94% 2.27% #9 6
Prev: #3
0.8 -9,000 -22.5%
P
S
31,000 $5,026,340 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALHC
ALIGNMENT HEALT...
Healthcare 1.82% 1.54% #10 7
Prev: #17
0.7 -8,700 -3.5%
P
S
239,508 $4,730,283 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COMP
COMPASS INC
Real Estate 1.74% 0.99% #11 30
Prev: #41
2.8 80,000 23.0%
P
S
427,300 $4,516,561 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RYAAY
RYANAIR HOLDING...
Industrials 1.74% 1.34% #12 10
Prev: #22
0.7 no change no change
P
S
62,388 $4,503,790 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CECO
CECO ENVIRONMEN...
Industrials 1.63% 1.93% #13 6
Prev: #7
0.8 -34,971 -33.1%
P
S
70,720 $4,232,592 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRI
CAPRI HOLDINGS ...
Consumer Cyclical 1.54% 1.20% #14 16
Prev: #30
0.6 -6,300 -3.7%
P
S
163,376 $3,986,374 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCB
ARCBEST CORP
Industrials 1.45% 1.66% #15
Prev: #15
0.7 -15,800 -23.7%
P
S
50,838 $3,771,671 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HQY
HEALTHEQUITY IN...
Healthcare 1.39% 1.37% #16 5
Prev: #21
0.6 -1,190 -2.9%
P
S
39,400 $3,609,434 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
U
UNITY SOFTWARE ...
Technology 1.36% 1.21% #17 10
Prev: #27
0.6 -5,000 -5.9%
P
S
80,000 $3,533,600 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LAUR
LAUREATE EDUCAT...
Consumer Defensive 1.34% 1.25% #18 8
Prev: #26
0.6 -7,702 -6.9%
P
S
103,298 $3,478,044 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
INSULET CORP
Healthcare 1.32% 1.65% #19 3
Prev: #16
0.6 -3,012 -20.0%
P
S
12,035 $3,420,828 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTSG
BRIGHTSPRING HE...
Healthcare 1.30% 1.07% #20 13
Prev: #33
0.6 -11,535 -11.4%
P
S
89,865 $3,365,444 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XPO
XPO INC
Industrials 1.20% 1.06% #21 13
Prev: #34
0.5 no change no change
P
S
23,000 $3,125,930 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBA
RB GLOBAL INC
Industrials 1.20% 1.21% #22 7
Prev: #29
0.5 -996 -3.2%
P
S
30,263 $3,113,155 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GENI
GENIUS SPORTS L...
Communication Services 1.17% 1.26% #23 2
Prev: #25
0.5 -9,000 -3.1%
P
S
276,720 $3,049,454 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSNC
SS&C TECHNOLOGI...
Technology 1.17% 1.10% #24 7
Prev: #31
0.5 no change no change
P
S
34,725 $3,035,660 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORN
ORION GROUP HLD...
Industrials 1.15% 1.00% #25 14
Prev: #39
0.5 -37,587 -11.1%
P
S
301,296 $2,994,882 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCL
CARNIVAL CORP
Consumer Cyclical 0.00% 0.98%
Sold All 😨
(Was: #43)
0.3 -95,323 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHR
PHREESIA INC
Healthcare 0.00% 0.92%
Sold All 😨
(Was: #48)
0.3 -109,534 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYT
SKYWATER TECHNO...
Technology 0.00% 0.60%
Sold All 😨
(Was: #62)
0.3 -90,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNBR
SLEEP NUMBER CO...
Consumer Cyclical 0.00% 0.58%
Sold All 😨
(Was: #65)
0.3 -231,793 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KIDS
ORTHOPEDIATRICS...
Healthcare 0.00% 0.53%
Sold All 😨
(Was: #70)
0.3 -81,000 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WIX
WIX COM LTD
Technology 0.00% 0.49%
Sold All 😨
(Was: #73)
0.3 -7,750 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DENN
DENNYS CORP
Consumer Cyclical 0.00% 0.48%
Sold All 😨
(Was: #75)
0.3 -258,885 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PAGS
PAGSEGURO DIGIT...
Technology 0.00% 0.46%
Sold All 😨
(Was: #79)
0.3 -128,820 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WAL
WESTERN ALLIANC...
Financial Services 0.00% 0.43%
Sold All 😨
(Was: #81)
0.3 -13,933 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FOUR
SHIFT4 PMTS INC
Technology 0.00% 0.42%
Sold All 😨
(Was: #82)
0.3 -15,326 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RVLV
REVOLVE GROUP I...
Consumer Cyclical 0.00% 0.42%
Sold All 😨
(Was: #83)
0.3 -55,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
M
MACYS INC
Consumer Cyclical 0.00% 0.41%
Sold All 😨
(Was: #85)
0.3 -64,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEVI
LEVI STRAUSS & ...
Consumer Cyclical 0.00% 0.39%
Sold All 😨
(Was: #88)
0.3 -47,285 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UDMY
UDEMY INC
Consumer Defensive 0.00% 0.38%
Sold All 😨
(Was: #89)
0.3 -152,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DG
DOLLAR GEN CORP...
Consumer Defensive 0.00% 0.37%
Sold All 😨
(Was: #90)
0.3 -10,100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BELFB
BEL FUSE INC
Technology 0.00% 0.35%
Sold All 😨
(Was: #94)
0.3 -7,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XPOF
XPONENTIAL FITN...
Consumer Cyclical 0.00% 0.34%
Sold All 😨
(Was: #97)
0.3 -124,193 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FOR
FORESTAR GROUP ...
Real Estate 0.00% 0.30%
Sold All 😨
(Was: #101)
0.3 -32,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
Technology 0.00% 0.30%
Sold All 😨
(Was: #102)
0.3 -25,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARDT
ARDENT HEALTH I...
Healthcare 0.00% 0.26%
Sold All 😨
(Was: #104)
0.3 -56,099 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
W
WAYFAIR INC
Consumer Cyclical 0.00% 0.25%
Sold All 😨
(Was: #106)
0.3 -7,783 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KLC
KINDERCARE LEAR...
Consumer Defensive 0.00% 0.16%
Sold All 😨
(Was: #114)
0.3 -69,667 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNT
ALLIENT INC
Technology 0.00% 0.16%
Sold All 😨
(Was: #115)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KVYO
KLAVIYO INC
Technology 0.00% 0.15%
Sold All 😨
(Was: #116)
0.3 -15,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRBR
BELLRING BRANDS...
Consumer Defensive 0.00% 0.14%
Sold All 😨
(Was: #117)
0.3 -10,659 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNTY
CENTURY CASINOS...
Consumer Cyclical 0.00% 0.13%
Sold All 😨
(Was: #120)
0.3 -136,647 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 151 holdings

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