Holdings
Fullerthaler Behavioral Small-Cap Growth
As of Jun 30, 2026, Fullerthaler Behavioral Small-Cap Growth reported 74 positions worth US$6.05B. Largest: Lumentum Holdings Inc., Bloom Energy Corporation and Astera Labs, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumentum Holdings Inc. | 356K | US$306M | −23,500 | Jun 30, 2026 |
| Bloom Energy Corporation | 976K | US$295M | −533K | Jun 30, 2026 |
| Astera Labs, Inc. | 567K | US$274M | +30,700 | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 1.73M | US$272M | +90,100 | Jun 30, 2026 |
| Guardant Health, Inc. | 1.73M | US$259M | +90,000 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 666K | US$223M | −118K | Jun 30, 2026 |
| Modine Manufacturing Company | 732K | US$196M | +37,740 | Jun 30, 2026 |
| Viasat, Inc. | 1.97M | US$177M | +122K | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 650K | US$177M | −85,400 | Jun 30, 2026 |
| Brightspring Health Services, Inc. | 2.21M | US$154M | +136K | Jun 30, 2026 |