AlphaYouBamco Inc
Bought Forgent Power Solutions, sold out of Exact Sciences. Portfolio down 10% to $33.1B.
$33.1B portfolio326 holdingstop 10 = 41%filed 2026-05-15
- 1TSLATesla Inc13.39%$4.4B - 11.9M shares+6K
- 2Arch Cap Group LTD4.84%$1.6B - 16.7M shares-1.3M
- 3MSCIMsci Inc4.39%$1.5B - 2.7M shares-56K
- $986.7M - 6.6M shares+1.4M
- 5ITGartner Inc2.83%$937.0M - 5.9M shares+1.7M
- 6IDXXIdexx Labs Inc2.77%$917.8M - 1.6M shares-165K
- 7HHyatt Hotels Corp2.75%$911.9M - 6.3M shares+235K
- 8FIGSFigs Inc2.67%$885.6M - 60.0M shares-
- 9FDSFactset Resh SYS Inc2.46%$815.1M - 3.8M shares+868K
- 10CHHChoice Hotels Intl Inc2.40%$796.0M - 7.7M shares+304K
- 11RRRRed Rock Resorts Inc2.16%$715.7M - 13.4M shares+893K
- 12SCHWSchwab Charles Corp2.12%$701.5M - 7.5M shares+404K
- 13KNSLKinsale Cap Group Inc2.09%$692.8M - 2.0M shares+247K
- 14CSGPCostar Group Inc1.99%$658.1M - 16.3M shares-3.2M
- 15MTNVail Resorts Inc1.95%$647.2M - 5.0M shares+234K
- 16Spotify Technology S A1.93%$639.9M - 1.3M shares+322K
- 17SHOPShopify Inc1.69%$559.7M - 4.7M shares+2.4M
- 18NVDANvidia Corporation1.54%$509.2M - 2.9M shares-69K
- 19VRSKVerisk Analytics Inc1.44%$476.6M - 2.5M shares+1.2M
- 20Birkenstock Holding PLC1.01%$335.6M - 9.4M shares+1.4M
- 21On HLDG AG1.00%$330.5M - 9.7M shares+4.3M
- 22VRTVertiv Holdings Co0.89%$296.0M - 1.2M shares-364K
- $274.1M - 2.1M shares+31K
- 24IBKRInteractive Brokers Group 0.82%$271.5M - 4.0M shares-596K
- 25AMZNAmazon Com Inc0.81%$269.6M - 1.3M shares+69K
- 26WELLWelltower Inc0.80%$265.9M - 1.3M shares+67K
- 27EQIXEquinix Inc0.72%$239.2M - 244K shares+99K
- 28PRIPrimerica Inc0.65%$215.4M - 860K shares-273K
- $215.0M - 636K shares+2K
- 30APHAmphenol Corp0.63%$209.7M - 1.7M shares-51K
- 31GDSGDS Hldgs LTD0.56%$185.2M - 4.6M shares+812K
- 32ABNBAirbnb Inc0.55%$182.0M - 1.4M shares+561K
- 33PWRQuanta SVCS Inc0.54%$178.9M - 326K shares-2K
- 34WYNNWYNN Resorts LTD0.53%$176.4M - 1.7M shares+517K
- $168.5M - 134K shares-13K
- 36IOTSamsara Inc0.49%$162.2M - 5.1M shares+1000K
- 37AVGOBroadcom Inc0.49%$161.9M - 523K shares-15K
- 38HLIHoulihan Lokey Inc0.46%$152.4M - 1.1M shares-63K
- 39METAMeta Platforms Inc0.44%$146.9M - 257K shares-13K
- 40CBRECbre Group Inc0.44%$145.5M - 1.1M shares-285K
- $143.6M - 1.5M shares-88K
- 42PLDPrologis Inc.0.43%$140.9M - 1.1M shares-43K
- $136.8M - 4.7M sharesNEW
- 44LOARLoar Holdings Inc0.41%$135.6M - 2.4M shares+247K
- 45MORNMorningstar Inc0.39%$128.4M - 760K shares-482K
- 46TOLToll Brothers Inc0.38%$127.2M - 932K shares-234K
- 47BNBrookfield Corp0.35%$117.6M - 2.9M shares-730K
- 48GOOGLAlphabet Inc0.33%$110.0M - 383K shares+225K
- 49NOVTNovanta Inc0.33%$108.1M - 915K shares-22K
- 50KRMNKarman Hldgs Inc0.31%$102.4M - 1.3M shares-635K
- 51ARGXArgenx Se0.31%$101.2M - 139K shares-15K
- 52RBCRBC Bearings Inc0.30%$98.6M - 181K shares-122K
- 53NPOEnpro Inc0.30%$98.2M - 392K shares+93K
- 54NETCloudflare Inc0.28%$94.4M - 457K shares+48K
- 55HTFLHeartflow Inc0.28%$93.1M - 3.8M shares+1.5M
- 56DKNGDraftkings Inc0.28%$91.2M - 4.2M shares-456K
- 57TDGTransdigm Group Inc0.28%$91.2M - 79K shares+865
- $90.5M - 1.1M shares+89K
- $89.3M - 1.2M shares+50K
- 60Heico Corp0.27%$88.5M - 419K shares-15K
- 61DLRDigital RLTY TR Inc0.26%$87.4M - 485K shares+347K
- 62AEISAdvanced Energy Inds0.26%$86.7M - 269K shares-30K
- 63PCORProcore Technologies Inc0.26%$85.4M - 1.5M shares-17K
- 64CGNXCognex Corp0.26%$85.3M - 1.7M shares-160K
- 65JBTMJBT Marel Corporation0.25%$84.4M - 660K shares-40K
- 66GLPIGaming & Leisure P0.25%$81.9M - 1.8M shares-13K
- 67VTRVentas Inc0.25%$81.6M - 998K shares-221K
- $80.7M - 265K shares-2K
- 69DTDynatrace Inc0.24%$79.9M - 2.2M shares+660K
- 70BABAAlibaba Group HLDG LTD0.24%$79.7M - 636K shares-436K
- 71LLYEli Lilly & Co0.24%$78.2M - 85K shares-1K
- 72CRH PLC0.23%$77.7M - 739K shares-105K
- 73MACMacerich Co0.23%$77.2M - 4.1M shares+798K
- 74Credicorp LTD0.23%$75.4M - 222K shares-63K
- 75INDIIndie Semiconductor Inc0.23%$75.1M - 23.3M shares+1.6M
- 76MELIMercadolibre Inc0.22%$74.0M - 43K shares-19K
- 77JLLJones Lang Lasalle Inc0.22%$73.4M - 241K shares-323K
- 78PSAPublic Storage Oper Co0.22%$72.3M - 267K sharesNEW
- 79TTANServicetitan Inc0.21%$70.7M - 1.1M shares+17K
- 80LGNLegence Corp0.21%$70.3M - 1.2M shares-150K
- 81AAONAaon Inc0.21%$69.9M - 844K shares+106K
- 82DDOGDatadog Inc0.21%$69.3M - 587K shares+97K
- 83MPWRMonolithic PWR SYS Inc0.21%$68.9M - 63K shares-2K
- 84FWONKLiberty Media Corp Del0.21%$68.0M - 800K shares-100K
- 85LVSLas Vegas Sands Corp0.20%$66.1M - 1.2M shares-271K
- 86ROPRoper Technologies Inc0.20%$65.9M - 186K shares-21K
- 87FNDFloor & Decor Hldgs Inc0.20%$64.7M - 1.3M shares-81K
- 88RGENRepligen Corp0.20%$64.6M - 548K shares+4K
- 89JEFJefferies Financial Group 0.19%$63.2M - 1.5M shares+934K
- 90HQYHealthequity Inc0.19%$62.7M - 750K shares-6K
- 91FICOFair Isaac Corp0.19%$61.8M - 58K shares-11K
- 92SNOWSnowflake Inc0.18%$60.1M - 398K shares+17K
- 93BWINThe Baldwin Insurance GRP 0.18%$59.5M - 2.7M shares-300K
- 94BLLNBilliontoone Inc0.18%$58.5M - 741K shares+571K
- 95CDNACaredx Inc0.17%$57.9M - 3.3M shares+181K
- 96CWSTCasella Waste SYS Inc0.17%$57.0M - 718K shares+272K
- 97DRVNDriven Brands Hldgs Inc0.17%$56.7M - 4.5M shares-500K
- 98WAYWaystar HLDG Corp0.17%$56.1M - 2.3M shares+932K
- 99INTAIntapp Inc0.17%$55.1M - 2.1M shares-1.2M
- 100CAKECheesecake Factory Inc0.17%$54.8M - 1.0M shares-250K
- 101Establishment Labs Hldgs Inc0.17%$54.7M - 964K shares+3K
- 102VVisa Inc0.16%$54.4M - 180K shares+3K
- 103IRMIron MTN Inc Del0.16%$53.7M - 525K sharesNEW
- 104ROLRollins Inc0.16%$53.3M - 998K shares-211K
- 105CPNGCoupang Inc0.16%$53.0M - 2.8M shares-1.5M
- 106MSGSMadison Square GRDN SPRT C0.16%$53.0M - 165K shares-35K
- 107IBPInstalled BLDG Prods Inc0.16%$52.6M - 198K shares-225K
- 108TXRHTexas Roadhouse Inc0.16%$52.1M - 316K shares+812
- 109XP Inc0.15%$50.9M - 2.7M shares+1.5M
- 110Nu Hldgs LTD0.15%$50.7M - 3.5M shares+194K
- 111KTOSKratos Defense & Sec Solut0.15%$50.4M - 715K shares-494K
- 112AXONAxon Enterprise Inc0.15%$50.1M - 118K shares+12K
- 113WSTWest Pharmaceutical SVSC I0.15%$50.1M - 200K shares-63K
- 114LOWLowes Cos Inc0.15%$48.9M - 207K shares-15K
- 115BMIBadger Meter Inc0.14%$47.6M - 312K shares+12K
- 116ONTMontrose Environmental Gro0.14%$47.5M - 2.2M shares+8K
- 117Icon PLC0.14%$47.2M - 427K shares-107K
- 118Asml HLDG NV0.14%$47.1M - 36K shares+11K
- 119MRCYMercury SYS Inc0.14%$47.0M - 645K shares-191K
- 120NEOGNeogen Corp0.14%$46.5M - 5.0M shares-500K
- 121HEIHeico Corp0.14%$46.1M - 168K shares-10K
- 122SQMSociedad Quimica Y Minera 0.14%$45.4M - 561K shares-1K
- 123RDNTRadnet Inc0.14%$45.3M - 810K shares-
- 124LYVLive Nation Entertainment 0.14%$45.2M - 297K shares+19K
- 125ISRGIntuitive Surgical Inc0.14%$44.9M - 97K shares-37
- 126TRUTransunion0.13%$44.4M - 641K shares-172K
- 127FAFirst Advantage Corp0.13%$44.1M - 3.8M shares-
- 128HNGEHinge Health Inc0.13%$43.6M - 1.1M shares+130K
- 129CZRCaesars Entertainment Inc 0.13%$43.4M - 1.6M sharesNEW
- 130FIGFigma Inc0.13%$43.4M - 2.1M shares+1.3M
- 131TWTradeweb MKTS Inc0.13%$43.2M - 367K shares-14K
- 132CRWDCrowdstrike Hldgs Inc0.13%$43.2M - 111K shares+39K
- 133VMCVulcan Matls Co0.13%$41.9M - 154K shares-71K
- 134PRMBPrimo Brands Corporation0.12%$41.2M - 2.2M shares-66K
- 135EFOREverforth Inc0.12%$41.1M - 1.1M shares-250K
- 136TEMTempus Ai Inc0.12%$40.7M - 899K shares+544K
- 137SITMSitime Corp0.12%$40.4M - 117K shares+468
- 138RKTRocket Cos Inc0.12%$40.3M - 2.8M shares+1.4M
- 139VISTVista Energy S.a.b. De C.V0.12%$40.0M - 530K sharesNEW
- 140WMSAdvanced Drain SYS Inc Del0.12%$39.9M - 291K shares-4K
- 141GOOGAlphabet Inc0.12%$39.9M - 139K shares+21K
- 142MAMastercard Incorporated0.12%$39.8M - 80K shares-204
- 143STEPStepstone Group Inc0.12%$39.6M - 831K shares+100K
- 144BAHBooz Allen Hamilton HLDG C0.12%$39.6M - 508K shares+38K
- 145SSNCSS&C Tech Hldgs0.12%$38.7M - 572K shares-6K
- 146MGMMGM Resorts International0.11%$36.9M - 997K sharesNEW
- 147BBDBanco Bradesco S A0.11%$36.8M - 10.1M sharesNEW
- 148LPLALPL Finl Hldgs Inc0.11%$36.6M - 122K shares-53K
- 149ALKTAlkami Technology Inc0.11%$36.2M - 2.3M shares-675K
- 150SKYChampion Homes Inc0.11%$34.9M - 470K shares-256K
- 151YMMFull Truck Alliance Co LTD0.10%$34.7M - 4.2M shares-1.6M
- 152Stevanato Group S P A0.10%$34.4M - 2.5M shares+499K
- 153COOCooper Cos Inc0.10%$32.5M - 455K shares-210K
- 154NTSKNetskope Inc0.10%$32.5M - 3.8M shares+842K
- 155EXPOExponent Inc0.10%$32.4M - 497K shares+26K
- 156TMHCTaylor Morrison Home Corp0.10%$32.3M - 555K shares+154K
- 157WINGWingstop Inc0.10%$32.2M - 208K shares-7K
- 158PENNPenn Entertainment Inc0.09%$31.4M - 2.1M sharesNEW
- 159WCNWaste Connections Inc0.09%$31.3M - 193K shares-7K
- 160ZLABZai Lab LTD0.09%$31.2M - 1.7M shares+240K
- 161SPGSimon PPTY Group Inc0.09%$31.0M - 166K shares-87K
- 162NCNONcino Inc0.09%$30.7M - 2.1M shares-53K
- 163BXMTBlackstone Mortgage Trust 0.09%$30.0M - 1.6M shares-432K
- 164Codere Online Luxembourg S A0.09%$29.8M - 3.5M shares-
- 165VEEVVeeva SYS Inc0.09%$29.5M - 168K shares-94K
- 166TECHBio-techne Corp0.09%$29.3M - 561K shares-646K
- 167Jfrog LTD0.09%$29.1M - 620K shares-873K
- 168OFRMOnce Upon A Farm PBC0.09%$28.6M - 1.7M sharesNEW
- 169AVNTAvient Corporation0.09%$28.2M - 778K shares-222K
- 170EQREquity Residential0.08%$28.0M - 473K shares-202K
- 171MSFTMicrosoft Corp0.08%$27.3M - 74K shares-268K
- 172ILMNIllumina Inc0.08%$27.0M - 219K shares-207
- 173VRNSVaronis SYS Inc0.08%$26.6M - 1.2M shares+13K
- 174UDRUdr Inc0.08%$26.1M - 773K sharesNEW
- 175Nova LTD0.08%$26.0M - 60K shares-95K
- 176GLIBKGci Liberty Inc0.08%$25.6M - 688K shares+7K
- 177ARQTArcutis Biotherapeutics In0.08%$25.3M - 1.1M shares+567K
- 178Willis Towers Watson PLC LTD0.08%$25.0M - 86K shares-470
- 179LRCXLam Research Corp0.08%$24.9M - 117K shares+89K
- 180FWONALiberty Media Corp Del0.07%$24.7M - 317K shares+5K
- 181SSentinelone Inc0.07%$24.6M - 1.9M shares-628K
- 182CDWCDW Corp0.07%$24.5M - 202K shares-29K
- 183ANDGAndersen Group Inc0.07%$24.5M - 900K shares+400K
- 184ZSZscaler Inc0.07%$24.3M - 173K shares-18K
- 185SHWSherwin Williams Co0.07%$22.7M - 71K sharesNEW
- 186MIRMirion Technologies Inc0.07%$22.6M - 1.2M shares+564K
- 187Afya LTD0.07%$22.1M - 1.5M shares-205K
- 188IRTCIrhythm Holdings Inc0.07%$21.7M - 184K sharesNEW
- 189KKRKKR & Co Inc0.07%$21.6M - 233K shares-13K
- 190GCMGGCM Grosvenor Inc0.07%$21.6M - 2.2M shares-
- 191AXGNAxogen Inc0.06%$21.3M - 644K sharesNEW
- 192VCYTVeracyte Inc0.06%$21.1M - 656K shares+10K
- 193TWFGTWFG Inc0.06%$20.9M - 1.1M shares+181K
- 194PONYPony Ai Inc0.06%$20.1M - 2.1M shares-461K
- 195TMETencent Music Entmt Group0.06%$19.1M - 2.1M shares-9K
- 196BAMBrookfield Asset Managmt L0.05%$17.7M - 398K shares-587K
- 197NPNeptune Ins Hldgs Inc0.05%$17.1M - 708K shares-254
- 198GDYNGrid Dynamics Hldgs Inc0.05%$17.1M - 3.0M shares-
- 199TRNSTranscat Inc0.05%$16.9M - 230K shares+27K
- 200SPGIS&P Global Inc0.05%$16.7M - 39K shares+270
- 201EPACEnerpac Tool Group Corp0.05%$16.3M - 448K shares+1K
- 202Accelerant Holdings0.05%$16.1M - 1.2M shares-320
- 203COHRCoherent Corp0.05%$16.0M - 67K shares+38K
- 204MCOMoodys Corp0.05%$15.8M - 36K shares+523
- 205EGPEastgroup Pptys Inc0.05%$15.7M - 85K shares-
- 206INSPInspire Med SYS Inc0.05%$15.4M - 298K shares-39K
- 207CMECme Group Inc0.05%$15.3M - 52K shares+263
- 208DXCMDexcom Inc0.05%$15.1M - 241K shares-17K
- 209LITELumentum Hldgs Inc0.04%$14.7M - 21K shares+7K
- 210AGYSAgilysys Inc0.04%$14.7M - 206K shares+86K
- 211NOWServicenow Inc0.04%$14.0M - 134K shares-91K
- 212VACMarriott Vacations Worldwi0.04%$14.0M - 214K shares+172K
- 213VSECVse Corp0.04%$13.8M - 75K sharesNEW
- 214RBRKRubrik Inc.0.04%$13.6M - 278K shares+273K
- 215HSTHost Hotels & Resorts Inc0.04%$13.3M - 694K shares+274K
- 216EPRTEssential Pptys RLTY TR In0.04%$13.2M - 435K sharesNEW
- 217ANETArista Networks Inc0.04%$12.9M - 105K shares+27K
- 218Astrazeneca PLC0.04%$12.6M - 64K sharesNEW
- 219PARPar Technology Corp0.04%$12.6M - 944K shares-60K
- 220APOApollo Global MGMT Inc0.04%$12.3M - 110K shares-15K
- 221Wix Com LTD0.04%$12.3M - 136K shares-10K
- 222STUBStubhub Hldgs Inc0.04%$12.1M - 1.9M shares-1.0M
- 223TMOThermo Fisher Scientific I0.04%$11.6M - 24K shares-5K
- 224WYWeyerhaeuser Co0.03%$11.0M - 452K shares+73K
- 225BXBlackstone Inc0.03%$10.9M - 95K shares-485K
- 226CNSCohen & Steers Inc0.03%$10.3M - 165K shares-
- 227SPRYArs Pharmaceuticals Inc0.03%$10.2M - 1.3M shares+5K
- 228IEXIdex Corp0.03%$10.0M - 53K shares-19K
- 229HLLYHolley Inc0.03%$10.0M - 3.3M shares-
- 230XYZBlock Inc0.03%$10.0M - 166K shares-195K
- 231AHRAmerican Healthcare Reit I0.03%$9.6M - 204K shares-22K
- 232MCMoelis & Co0.03%$9.3M - 163K shares-350K
- 233PEBPebblebrook Hotel TR0.03%$8.8M - 699K sharesNEW
- 234INTUIntuit0.03%$8.8M - 20K shares-128
- 235EXRExtra Space Storage Inc0.02%$7.9M - 60K shares-5K
- 236CGCarlyle Group Inc0.02%$7.6M - 157K shares-
- 237CUBECubesmart0.02%$6.9M - 188K sharesNEW
- 238BYDBoyd Gaming Corp0.02%$6.5M - 80K shares-
- 239PDDPDD Holdings Inc0.02%$6.3M - 62K shares-438
- 240COSTCostco Wholesale Corporati0.02%$6.3M - 6K shares-
- 241ADCAgree RLTY Corp0.02%$6.3M - 83K shares+9K
- 242MUFGMitsubishi Ufj Financial G0.02%$5.7M - 337K shares-86K
- 243Nebius Group N.V.0.02%$5.7M - 55K sharesNEW
- 244VIAVia Transn Inc0.02%$5.6M - 371K shares-148K
- 245JNJJohnson & Johnson0.02%$5.5M - 23K shares+19K
- 246JANJanus Living Inc0.02%$5.3M - 225K sharesNEW
- 247HGVHilton Grand Vacations Inc0.01%$4.3M - 110K shares-
- 248GILDGilead Sciences Inc0.01%$4.2M - 30K shares+4K
- 249AAgilent Technologies Inc0.01%$4.2M - 37K shares-2K
- 250Deutsche BK AG0.01%$4.2M - 140K shares-63K
Showing top 250 of 326. Search or filter to narrow.
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.