New positions
Every stock our long-term investors bought for the first time last quarter.
- Tyler TechnologiesTYL
- Buyers
- 5 of 7
- Value
- $201m
- EchoStarECHO
- Buyers
- 4 of 9
- Value
- $198m
- InterparfumsIPAR
- Buyers
- 5 of 6
- Value
- $197m
- DucommunDCO
- Buyers
- 4 of 6
- Value
- $184m
- CarGurusCARG
- Buyers
- 6 of 7
- Value
- $175m
- LyftLYFT
- Buyers
- 5 of 6
- Value
- $170m
- Boston ScientificBSX
- Buyers
- 4 of 11
- Value
- $161m
- Smith A OAOS
- Buyers
- 4 of 8
- Value
- $152m
- Genius SportsGENI
- Buyers
- 3 of 5
- Value
- $151m
- FormfactorFORM
- Buyers
- 4 of 6
- Value
- $151m
- AdeiaADEA
- Buyers
- 5 of 8
- Value
- $147m
- Cardinal HealthCAH
- Buyers
- 4 of 8
- Value
- $136m
- Tencent Music Entmt GroupTME
- Buyers
- 2 of 7
- Value
- $134m
- BrightSpring Health ServicesBTSG
- Buyers
- 2 of 3
- Value
- $128m
- Cal-Maine FoodsCALM
- Buyers
- 4 of 6
- Value
- $125m
- Five9FIVN
- Buyers
- 4 of 6
- Value
- $120m
- AMN Healthcare ServicesAMN
- Buyers
- 5 of 6
- Value
- $107m
- Vishay IntertechnologyVSH
- Buyers
- 3 of 5
- Value
- $106m
- Greenbrier CompaniesGBX
- Buyers
- 3 of 6
- Value
- $105m
- ASE Technology HldgASX
- Buyers
- 2 of 5
- Value
- $98m
- Koppers HoldingsKOP
- Buyers
- 2 of 6
- Value
- $92m
- Varex ImagingVREX
- Buyers
- 6 of 8
- Value
- $89m
- ItronITRI
- Buyers
- 5 of 7
- Value
- $86m
- CompassCOMP
- Buyers
- 3 of 5
- Value
- $74m
- ACM ResearchACMR
- Buyers
- 2 of 7
- Value
- $70m
- BEL FuseBELFB
- Buyers
- 3 of 5
- Value
- $66m
- MongoDBMDB
- Buyers
- 3 of 4
- Value
- $64m
- CrowdStrike HoldingsCRWD
- Buyers
- 2 of 4
- Value
- $64m
- Insteel IndustriesIIIN
- Buyers
- 4 of 5
- Value
- $61m
- EatonETN
- Buyers
- 2 of 10
- Value
- $59m
- OnterrisONT
- Buyers
- 3 of 3
- Value
- $59m
- Primoris ServicesPRIM
- Buyers
- 4 of 8
- Value
- $58m
- MYR GroupMYRG
- Buyers
- 4 of 7
- Value
- $56m
- International SeawaysINSW
- Buyers
- 2 of 4
- Value
- $55m
- A10 NetworksATEN
- Buyers
- 3 of 8
- Value
- $55m
- ZoomInfo TechnologiesGTM
- Buyers
- 4 of 5
- Value
- $54m
- CytokineticsCYTK
- Buyers
- 2 of 4
- Value
- $51m
- Hornbeck Offshore ServicesHOS
- Buyers
- 4 of 7
- Value
- $51m
- MarinemaxHZO
- Buyers
- 4 of 4
- Value
- $49m
- Dine Brands GlobalDIN
- Buyers
- 3 of 3
- Value
- $47m
- Apogee EnterprisesAPOG
- Buyers
- 6 of 8
- Value
- $47m
- CertaraCERT
- Buyers
- 3 of 4
- Value
- $43m
- LiveRamp HoldingsRAMP
- Buyers
- 2 of 6
- Value
- $42m
- CVB FinancialCVBF
- Buyers
- 3 of 4
- Value
- $39m
- DoubleVerify HoldingsDV
- Buyers
- 4 of 4
- Value
- $38m
- Forgent Power SolutionsFPS
- Buyers
- 3 of 3
- Value
- $34m
- DatadogDDOG
- Buyers
- 2 of 3
- Value
- $29m
- On Holding AGONON
- Buyers
- 2 of 4
- Value
- $29m
- CotyCOTY
- Buyers
- 3 of 4
- Value
- $28m
- NIQ Global IntelligenceNIQ
- Buyers
- 2 of 5
- Value
- $27m