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Portfolio (Quarterly) Guide ↗

WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $15.3B AUM 219 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 64 Added 110 Reduced 19 Exited
Page 7 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VECO VEECO INSTRS INC DEL Technology 232,561.0 $17.6M 0.12% -461K -66.5% $75.80 -28.2%
122 INDI INDIE SEMICONDUCTOR INC Technology 3,757,802.0 $16.9M 0.11% -53K -1.4% $4.49 +4.9%
123 CCCC C4 THERAPEUTICS INC Healthcare 3,522,644.0 $16.5M 0.11% +561K +18.9% $4.67 -8.7%
124 SWIM LATHAM GROUP INC Industrials 2,524,359.0 $16.3M 0.11% -47K -1.8% $6.47 +10.2%
125 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 691,360.0 $16.0M 0.10% +84K +13.8% $23.21 +19.9%
126 ATEN A10 NETWORKS INC Technology 416,114.0 $15.5M 0.10% NEW $37.36 -26.8%
127 LPRO OPEN LENDING CORP Financial Services 4,871,864.0 $15.2M 0.10% -2.2M -30.9% $3.11 +1.0%
128 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 1,307,247.0 $14.2M 0.09% -34K -2.5% $10.85 -14.5%
129 LGIH LGI HOMES INC Consumer Cyclical 213,471.0 $13.6M 0.09% +30K +16.1% $63.68 -7.9%
130 SUJA LIFE INC 1,333,060.0 $13.5M 0.09% NEW $10.16
131 HLLY HOLLEY INC Consumer Cyclical 4,887,038.0 $12.5M 0.08% +1.3M +35.1% $2.55 +19.6%
132 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 576,266.0 $12.4M 0.08% NEW $21.45 +15.5%
133 CHEF CHEFS WHSE INC Consumer Defensive 127,951.0 $12.3M 0.08% -145K -53.2% $96.10 +15.1%
134 VKTX VIKING THERAPEUTICS INC Healthcare 312,767.0 $12.2M 0.08% $39.01 -13.8%
135 SNOW SNOWFLAKE INC Technology 45,831.0 $11.7M 0.08% NEW $254.50 +29.7%
136 MLAB MESA LABS INC Technology 115,668.0 $11.5M 0.07% +64K +125.8% $99.55 +8.1%
137 PCTY PAYLOCITY HLDG CORP Technology 109,922.0 $11.5M 0.07% -698K -86.4% $104.53 +39.2%
138 GHM GRAHAM CORP Industrials 85,103.0 $10.5M 0.07% +659.0 +0.8% $123.79 -6.7%
139 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 348,437.0 $10.4M 0.07% +78K +28.9% $29.93 +11.8%
140 AIOT POWERFLEET INC Technology 2,608,977.0 $10.0M 0.07% +367K +16.4% $3.83 -24.8%
Page 7 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 25.3%
Technology 20.5%
Healthcare 16.4%
Consumer Cyclical 13.1%
Financial Services 13.0%
Consumer Defensive 6.0%
Basic Materials 2.5%
Energy 2.3%
Real Estate 0.5%
Communication Services 0.4%