SWAV

SWAV

SWAV

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q3 Sep 30, 2023 ClearBridge Mid Cap Growth Strategy - - BKI, CASY, CMG, FERG, KEYS, SWAV, XPO -
2024 Q1 Apr 15, 2024 Artisan Mid Cap Fund 2.4% 6.6% BJ, CMG, DASH, EFX, EXAS, GDDY, LULU, NVR, ON, POOL, RGEN, SPOT, SWAV, TEAM, VRT, WCC, XYL -
2024 Q1 Apr 15, 2024 Artisan Global Discovery 7.6% 13.1% 6415 TT, BAB LN, BJ, BSX, CELH, MIPS SS, MKTX, MONC IM, RDC GR, SAIA, SPGI, SPOT, SWAV, TEAM, TYL, VEEV, VRT -
2024 Q1 Apr 15, 2024 Carillon Eagle Mid Cap Growth Fund 0.0% 0.0% CELH, CRWD, LULU, MKTX, MMM, PLNT, SBAC, SWAV, U, VRT -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy 5.9% 5.9% ASND, BMBL, EME, ESAB, FIVE, FND, FROG, GLBE, IAS, KRYS, MTN, NICE IT, ONTO, SMAR, SWAV, VC, WNS -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Small Cap Growth Strategy 6.2% 0.0% ASND, BJ, BOOT, EME, ESAB, FLYW, FROG, KRYS, MTDR, ONTO, PRA, RAPT, SMAR, SWAV, VCTR, VERX, WING, WNS -
2024 Q1 Apr 15, 2024 TimesSquare Capital Management U.S. Mid Cap Growth Strategy 4.8% 0.0% APTV, EHC, EME, ESTC, FIVE, HXL, IBKR, LEGN, NICE IT, ORLY, RNR, SMAR, SWAV, VRSK, WCN -
2024 Q1 Apr 15, 2024 Harding Loevner Global Small Companies 7.8% 4.1% DAVA, NEM GR, PFV GR, RUI FP, SWAV -
2022 Q3 Oct 28, 2022 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CELH, COHR, EVOP, KRTX, RPD, SLAB, SMPL, SWAV, UEIC, WING -
2023 Q3 Sep 30, 2023 Artisan Mid Cap Fund 2.4% 6.6% 0KSR LN, A, BNTX, DXCM, GPN, IR, JBL, LSCC, NVST, SAIA, SWAV, TDY, TEAM, WING, ZS -
2023 Q3 Sep 30, 2023 Artisan Partners Small Cap Fund 9.0% 14.0% 02B GR, 096 GR, ARGX, CCCS, EXAS, GNRC, GWRE, LSCC, MTSI, NTBL, NVST, PCOR, SPXC, STVN, SWAV, WCC, WMC -
2022 Q3 Sep 30, 2022 Alger Small Cap Focus Fund 6.4% 5.9% HSKA, MRCY, NTRA, QDEL, RBC, SWAV -
2023 Q2 Jun 30, 2023 Alger Small Cap Focus Fund 6.4% 5.9% 1732020D, INSP, MRCY, NTRA, RGEN, SWAV -
2023 Q3 Apr 10, 2023 Artisan Global Discovery 7.6% 13.1% ADYE AV, ARGX, SWAV, TEAM -
2022 Q1 Mar 31, 2022 Baron Opportunity Fund 4.0% 25.1% ARWR, CDAY, CRWD, ILMN, MDB, MSFT, RIVN, SHOP, SWAV, TSLA, V -
2022 Q4 Jan 30, 2023 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% EVH, GTLS PR B, HALO, LNTH, LSCC, LTHM, MSA, SMPL, SWAV, VNOM -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of SWAV

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.