| 2025 Q3 |
Oct 10, 2025 |
Headwaters Capital Management, LLC
|
-2.9% |
-5.4% |
BSY, DRVN, INSP, MEDP, ORCL |
AI, Autos, Capex, infrastructure, valuation |
|
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View
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| 2023 Q3 |
Sep 30, 2023 |
Baron Small Cap Fund
|
9.6% |
14.5% |
AZPN, CGNX, DRVN, FFO GR, GWRE, INDI, KNSL, LBRDA, VRT |
- |
|
|
View
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| 2023 Q3 |
Sep 30, 2023 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy
|
6.2% |
0.0% |
ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, PLNT, PRA, TMCI, VERX |
- |
|
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| 2023 Q3 |
Sep 30, 2023 |
TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy
|
5.9% |
5.9% |
ALGM, BJ, DRVN, EME, GFL, HLNE, HQY, INSP, MODG, MTSI, PHR, PLNT, STVN, TPG |
- |
|
|
View
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| 2024 Q2 |
Jun 30, 2024 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy
|
6.2% |
0.0% |
ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC |
- |
|
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| 2022 Q2 |
Jun 30, 2022 |
Baron Small Cap Fund
|
9.6% |
14.5% |
ASGN, CGNX, COLD, DRVN, GDYN, GTLS, IT, SHLS, SPT |
- |
|
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| 2023 Q4 |
Jan 30, 2024 |
Emeth Value Capital
|
0.0% |
6.9% |
DRVN |
- |
|
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View
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