WASATCH ADVISORS LP
Top Portfolio Positions
211 positions ·
$14,960,070,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HQY |
Healthequity, Inc.
Healthcare
|
7,202,934 | $601,949,194 | 4.02% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
2,057,995 | $414,685,992 | 2.77% | |
| CAMT |
Camtek Ltd
Technology
|
2,728,318 | $413,640,291 | 2.76% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
773,931 | $371,633,926 | 2.48% | |
| NVMI |
Nova Ltd.
Technology
|
852,641 | $370,284,933 | 2.48% | |
| FN |
Fabrinet
Technology
|
703,140 | $366,701,572 | 2.45% | |
| ECG |
Everus Construction Group, Inc.
Industrials
|
3,017,249 | $356,216,416 | 2.38% | |
| SXI |
Standex International Corp/De/
Industrials
|
1,317,226 | $335,708,218 | 2.24% | |
| RBC |
RBC Bearings INC
Industrials
|
575,966 | $312,818,653 | 2.09% | |
| KAI |
Kadant Inc
Industrials
|
1,038,548 | $303,619,507 | 2.03% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,215,779 | 5,426,267 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $79,353,804 | 4,678,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $35,496,833 | 3,596,437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,772,756 | 4,537,333 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $45,373,554 | 3,746,784 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,635,096 | 3,499,624 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||