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Portfolio (Quarterly) Guide ↗

FORMULA GROWTH LTD

· CIK 0001093219
13F Portfolio $222M AUM 137 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 19 Added 38 Reduced 23 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TNDM TANDEM DIABETES CARE INC Healthcare 70,828.0 $1.4M 0.61% $19.17 -22.3%
62 CWST CASELLA WASTE SYS INC Industrials 17,053.0 $1.4M 0.61% $79.34 +10.3%
63 TWLO TWILIO INC Communication Services 10,688.0 $1.3M 0.61% $125.82 +49.9%
64 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 35,142.0 $1.3M 0.59% -9K -20.0% $37.45 +0.2%
65 WDAY WORKDAY INC Technology 10,000.0 $1.3M 0.59% NEW $129.92 -4.2%
66 AEYE AUDIOEYE INC Technology 200,000.0 $1.3M 0.57% -70K -25.9% $6.37 +15.0%
67 ABNB AIRBNB INC Consumer Cyclical 10,000.0 $1.3M 0.57% +5K +100.0% $126.28 +5.4%
68 WEX WEX INC Technology 8,200.0 $1.3M 0.57% $153.04 -2.8%
69 TATT TAT TECHNOLOGIES LTD Industrials 30,801.0 $1.3M 0.56% $40.63 -3.7%
70 LKQ LKQ CORP Consumer Cyclical 42,300.0 $1.2M 0.56% $29.37 -8.6%
71 TEAM ATLASSIAN CORPORATION Technology 18,000.0 $1.2M 0.55% -13K -41.9% $68.25 +25.0%
72 GENI GENIUS SPORTS LIMITED Communication Services 276,355.0 $1.2M 0.55% $4.43 +20.0%
73 LNTH LANTHEUS HLDGS INC Healthcare 16,000.0 $1.2M 0.55% NEW $75.85 +33.2%
74 FSLR FIRST SOLAR INC Energy 6,094.0 $1.2M 0.54% -3K -33.8% $197.26 +36.6%
75 ORLA ORLA MNG LTD NEW Basic Materials 74,000.0 $1.2M 0.54% -108K -59.3% $16.13 -22.2%
76 TTEK TETRA TECH INC NEW Industrials 39,050.0 $1.2M 0.53% $30.12 -7.6%
77 CSTL CASTLE BIOSCIENCES INC Healthcare 46,000.0 $1.1M 0.51% NEW $24.55 -19.5%
78 ROAD CONSTRUCTION PARTNERS INC Industrials 10,000.0 $1.1M 0.50% NEW $111.12 +4.0%
79 BRBR BELLRING BRANDS INC Consumer Defensive 65,000.0 $1.0M 0.47% NEW $16.09 -46.0%
80 ONON ON HLDG AG Consumer Cyclical 30,000.0 $1.0M 0.46% NEW $34.02 +18.0%
Page 4 of 7  ·  137 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
Technology 32.2%
Industrials 25.5%
Healthcare 16.3%
Consumer Cyclical 15.9%
Financial Services 3.9%
Communication Services 2.1%
Consumer Defensive 1.9%
Real Estate 0.8%
Basic Materials 0.7%
Energy 0.6%