Holdings
Developing Growth Portfolio
As of Jun 30, 2026, Developing Growth Portfolio reported 93 positions worth US$78.3M. Largest: Guardant Health, Inc., Comfort Systems Usa, Inc. and Sitime Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Guardant Health, Inc. | 18,176 | US$2.73M | −2,317 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 1,111 | US$2.2M | −224 | Jun 30, 2026 |
| Sitime Corporation | 2,920 | US$2.18M | −201 | Jun 30, 2026 |
| Sterling Infrastructure, Inc. | 2,391 | US$2.01M | −520 | Jun 30, 2026 |
| Carpenter Technology Corporation | 2,882 | US$1.78M | −1,237 | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 10,869 | US$1.71M | −147 | Jun 30, 2026 |
| Macom Technology Solutions Holdings, Inc. | 4,292 | US$1.63M | −1,351 | Jun 30, 2026 |
| Semtech Corporation | 9,554 | US$1.55M | −129 | Jun 30, 2026 |
| Jfrog Ltd. | 16,384 | US$1.49M | +2,465 | Jun 30, 2026 |
| Nova Ltd. | 2,693 | US$1.46M | −36 | Jun 30, 2026 |