Bullseye Asset Management LLC
Bullseye Asset Management LLC reported 56 holdings worth US$197K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Bullseye Asset Management LLC reported 56 holdings worth US$197K as of Jun 30, 2026. Largest: Zeta Global Holdings Corp., Clean Harbors, Inc. and Hinge Health, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$197K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Zeta Global Holdings Corp. | 457K | US$8.99M | 4571.0% |
| Clean Harbors, Inc. | 25,961 | US$7.76M | 3942.7% |
| Hinge Health, Inc. | 90,716 | US$7.53M | 3827.3% |
| Primo Brands Corporation | 303K | US$7.4M | 3762.7% |
| Rb Global, Inc. | 59,270 | US$6.9M | 3508.6% |
| Red Rock Resorts, Inc. | 105K | US$6.83M | 3470.9% |
| Norwegian Cruise Line Holdings Ltd. | 280K | US$5.91M | 3006.3% |
| Federal Signal Corporation | 45,257 | US$5.82M | 2956.0% |
| Caredx, Inc. | 204K | US$5.8M | 2950.9% |
| Flowserve Corporation | 75,920 | US$5.63M | 2862.5% |
| Digitalocean Holdings, Inc. | 33,388 | US$5.24M | 2665.2% |
| Fox Factory Holding Corp. | 275K | US$4.66M | 2369.9% |
| Crocs, Inc. | 36,855 | US$4.45M | 2260.6% |
| Lumexa Imaging Holdings, Inc. | 390K | US$4.4M | 2237.7% |
| Cava Group, Inc. | 55,150 | US$4.33M | 2200.6% |
| Hamilton Lane Incorporated | 54,283 | US$4.28M | 2175.7% |
| V2x, Inc. | 56,482 | US$4.21M | 2141.1% |
| Guardant Health, Inc. | 26,014 | US$3.9M | 1983.5% |
| Alkami Technology, Inc. | 207K | US$3.75M | 1908.8% |
| Five Below, Inc. | 20,798 | US$3.74M | 1900.7% |
| Miami International Holdings, Inc. | 98,170 | US$3.65M | 1854.4% |
| Nutanix, Inc. | 69,616 | US$3.55M | 1803.1% |
| Applied Industrial Technologies, Inc. | 10,444 | US$3.53M | 1795.5% |
| Cryoport, Inc. | 224K | US$3.51M | 1785.8% |
| Dutch Bros Inc. | 48,645 | US$3.49M | 1775.6% |
| Neogenomics, Inc. | 238K | US$3.48M | 1768.5% |
| Omnicell, Inc. | 82,218 | US$3.41M | 1735.5% |
| Waystar Holding Corp. | 164K | US$3.37M | 1714.1% |
| Shake Shack, Inc. | 59,326 | US$3.32M | 1689.7% |
| Braze, Inc. | 153K | US$3.32M | 1685.7% |
| Shift4 Payments, Inc. | 66,687 | US$3.24M | 1649.1% |
| Qxo, Inc. | 187K | US$3.24M | 1647.0% |
| Tenable Holdings, Inc. | 81,326 | US$3M | 1524.5% |
| Modine Manufacturing Company | 11,090 | US$2.96M | 1505.7% |
| Ncino, Inc. | 176K | US$2.88M | 1465.0% |
| Wingstop Inc. | 15,643 | US$2.71M | 1379.1% |
| Servicetitan, Inc. | 36,978 | US$2.62M | 1329.3% |
| Flywire Corporation - Voting | 148K | US$2.59M | 1318.1% |
| Sprinklr, Inc. | 486K | US$2.51M | 1274.4% |
| Aerovironment, Inc. | 14,674 | US$2.42M | 1231.2% |
| Si-bone, Inc. | 145K | US$2.36M | 1199.2% |
| Inspire Medical Systems, Inc. | 52,230 | US$2.33M | 1183.9% |
| Karman Holdings Inc. | 45,000 | US$2.25M | 1141.7% |
| Firefly Aerospace Inc. | 75,000 | US$2.2M | 1120.4% |
| Ollie's Bargain Outlet Holdings, Inc. | 23,155 | US$1.78M | 904.8% |
| Transmedics Group, Inc. | 24,301 | US$1.61M | 820.5% |
| Procore Technologies, Inc. | 38,105 | US$1.55M | 786.9% |
| Optimizerx Corporation | 258K | US$1.48M | 751.3% |
| Paylocity Holding Corporation | 8,516 | US$890K | 452.4% |
| Brainsway Ltd | 41,482 | US$643K | 326.9% |
| Acv Auctions Inc. | 61,618 | US$443K | 225.2% |
| Netskope, Inc. | 30,000 | US$328K | 166.7% |
| Sprout Social, Inc | 32,158 | US$243K | 123.5% |
| Knight-swift Transportation Holdings Inc. | 720 | US$56,000 | 28.5% |
| Blackline, Inc. | 0 | US$0 | 0.00% |
| Galaxy Digital Inc. | 0 | US$0 | 0.00% |
| Schneider National, Inc. | 0 | US$0 | 0.00% |
| Umb Financial Corporation | 0 | US$0 | 0.00% |
| Wex Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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