Li Lu Portfolio – Himalaya Capital Management
December 8, 2023
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| Company Name | Ticker | IPO Year | Sector |
|---|---|---|---|
| Microsoft Corporation | MSFT | 1986 | Technology |
| Tesla | TSLA | 2010 | Consumer Discretionary |
| PepsiCo | PEP | 1965 | Consumer Staples |
| Costco Wholesale Corporation | COST | 1985 | Consumer Discretionary |
| Cisco Systems | CSCO | 1990 | Telecommunications |
| Advanced Micro Devices | AMD | 1972 | Technology |
| Adobe | ADBE | 1986 | Technology |
| Comcast Corporation | CMCSA | 1972 | Telecommunications |
| T-Mobile US | TMUS | 2013 | Telecommunications |
| Texas Instruments | TXN | 1953 | Technology |
| Synopsys | SNPS | 1992 | Technology |
| Honeywell International | HON | 1999 (Merger) | Industrials |
| QUALCOMM | QCOM | 1991 | Technology |
| Intel Corporation | INTC | 1971 | Technology |
| Amgen | AMGN | 1983 | Health Care |
| Applied Materials | AMAT | 1972 | Technology |
| Intuit | INTU | 1993 | Technology |
| Starbucks Corporation | SBUX | 1992 | Consumer Discretionary |
| Intuitive Surgical | ISRG | 2000 | Health Care |
| Mondelez International | MDLZ | 2012 | Consumer Staples |
| Gilead Sciences | GILD | GILD | Health Care |
| Analog Devices | ADI | 1969 | Technology |
| Automatic Data Processing | ADP | 1961 | Technology |
| Lam Research Corporation | LRCX | 1984 | Technology |
| Vertex Pharmaceuticals | VRTX | 1991 | Technology |
| Micron Technology | MU | 1984 | Technology |
| PayPal Holdings | PYPL | 2015 | Consumer Discretionary |
| Equinix | EQIX | 2000 | Real Estate |
| Charter Communications | CHTR | 1999 | Telecommunications |
| Palo Alto Networks | PANW | 2012 | Technology |
| CME Group | CME | 2002 | Finance |
| Airbnb | ABNB | 2020 | Consumer Discretionary |
| Cadence Design Systems | CDNS | 1988 | Technology |
| CSX Corporation | CSX | 1980 | Industrials |
| KLA Corporation | KLAC | 1980 | Technology |
| Workday | WDAY | 2012 | Technology |
| Fortinet | FTNT | 2009 | Technology |
| Marvell Technology | MRVL | 2000 | Technology |
| Marriott International | MAR | 1953 | Consumer Discretionary |
| Exelon Corporation | EXC | 2000 (Merger) | Utilities |
| Moderna | MRNA | 2018 | Health Care |
| Cintas Corporation | CTAS | 1983 | Consumer Discretionary |
| NXP Semiconductors | NXPI | 2010 | Technology |
| The Kraft Heinz Company | KHC | 2015 (Merger) | Consumer Staples |
| American Electric Power Company | AEP | 1949 | Utilities |
| DexCom | DXCM | 2005 | Health Care |
| Keurig Dr Pepper | KDP | N/A | Consumer Staples |
| Biogen | BIIB | 1986 | Health Care |
| Atlassian Corporation | TEAM | 2015 | Technology |
| Microchip Technology | MCHP | 1993 | Technology |
| Autodesk | ADSK | N/A | Technology |
| lululemon athletica inc | LULU | 2007 | Consumer Discretionary |
| IDEXX Laboratories | IDXX | 1991 | Health Care |
| Paychex | PAYX | 1983 | Consumer Discretionary |
| CrowdStrike Holdings | CRWD | 2019 | Technology |
| PACCAR | PCAR | 1980 | Consumer Discretionary |
| Seagen | SGEN | 2001 | Health Care |
| ON Semiconductor Corporation | ON | 2000 | Technology |
| Ross Stores | ROST | 1985 | Consumer Discretionary |
| Xcel Energy | XEL | 1944 | Utilities |
| Old Dominion Freight Line | ODFL | 1991 | Industrials |
| Electronic Arts | EA | 1989 | Technology |
| The Trade Desk | TTD | 2016 | Technology |
| CoStar Group | CSGP | 1998 | Consumer Discretionary |
| Cognizant Technology Solutions Corporation | CTSH | 1998 | Technology |
| Verisk Analytics | VRSK | 2009 | Technology |
| Fastenal Company | FAST | 1987 | Consumer Discretionary |
| Illumina | ILMN | 2000 | Health Care |
| Dollar Tree | DLTR | 1995 | Consumer Discretionary |
| Datadog | DDOG | 2019 | Technology |
| ANSYS | ANSS | 1996 | Technology |
| Constellation Energy Corporation | CEG | 2006 | Utilities |
| Warner Bros | WBD | 2005 | Telecommunications |
| Nasdaq | NDAQ | N/A | Finance |
| Arch Capital Group Ltd | ACGL | 1995 | Finance |
| Walgreens Boots Alliance | WBA | 2014 | Consumer Staples |
| Monolithic Power Systems | MPWR | 2004 | Technology |
| T | TROW | 1986 | Finance |
| SBA Communications Corporation | SBAC | 1999 | Real Estate |
| Tractor Supply Company | TSCO | 1994 | Consumer Discretionary |
| Enphase Energy | ENPH | 2012 | Technology |
| CDW Corporation | CDW | 2013 | Consumer Discretionary |
| Alnylam Pharmaceuticals | ALNY | 2004 | Health Care |
| VeriSign | VRSN | 1998 | Technology |
| eBay | EBAY | 1998 | Consumer Discretionary |
| Take-Two Interactive Software | TTWO | 1997 | Technology |
| Diamondback Energy | FANG | 2012 | Energy |
| Align Technology | ALGN | 2001 | Health Care |
| First Solar | FSLR | 2006 | Technology |
| Symbotic | SYM | 2021 | Industrials |
| Ulta Beauty | ULTA | 2007 | Consumer Discretionary |
| Zscaler | ZS | 2018 | Technology |
| Hologic | HOLX | 1990 | Health Care |
| Zoom Video Communications | ZM | 2019 | Technology |
| Insulet Corporation | PODD | 2007 | Health Care |
| Expeditors International of Washington | EXPD | 1984 | Consumer Discretionary |
| J | JBHT | 1983 | Industrials |
| Fifth Third Bancorp | FITB | 1975 | Finance |
| Fox Corporation | FOXA | 2019 (Spin-off) | Industrials |
| Skyworks Solutions | SWKS | 2002 | Technology |
| SolarEdge Technologies | SEDG | 2015 | Technology |
| Splunk | SPLK | 2012 | Technology |
| Principal Financial Group | PFG | 2001 | Finance |
| BioMarin Pharmaceutical | BMRN | 1999 | Health Care |
| Entegris | ENTG | 2000 | Industrials |
| Teradyne | TER | 1970 | Industrials |
| United Airlines Holdings | UAL | 2010 | Consumer Discretionary |
| Coinbase Global | COIN | 2021 | Finance |
| PTC | PTC | 1989 | Technology |
| Cincinnati Financial Corporation | CINF | 1968 | Finance |
| LPL Financial Holdings | LPLA | 2010 | Finance |
| Huntington Bancshares | HBAN | 1966 | Finance |
| Northern Trust Corporation | NTRS | 1981 | Finance |
| Akamai Technologies | AKAM | 1999 | Consumer Discretionary |
| Apellis Pharmaceuticals | APLS | 2017 | Health Care |
| Ares Capital Corporation | ARCC | 2004 | Finance |
| Axon Enterprise | AXON | 2001 | Industrials |
| Aspen Technology | AZPN | Technology | |
| Bruker Corporation | BRKR | Industrials | |
| Bentley Systems | BSY | 2020 | Technology |
| The Carlyle Group | CG | 2012 | Finance |
| C | CHRW | 1997 | Consumer Discretionary |
| DraftKings | DKNG | 2019 | Consumer Discretionary |
| DocuSign | DOCU | 2018 | Technology |
| Etsy | ETSY | 2015 | Consumer Discretionary |
| Evergy | EVRG | Utilities | |
| Exact Sciences Corporation | EXAS | 2001 | Health Care |
| Expedia Group | EXPE | Consumer Discretionary | |
| Gen Digital | GEN | Technology | |
| Gaming and Leisure Properties | GLPI | Real Estate | |
| Host Hotels & Resorts | HST | Real Estate | |
| Jack Henry & Associates | JKHY | 1985 | Technology |
| Liberty Broadband Corporation | LBRDA | Telecommunications | |
| Liberty Broadband Corporation | LBRDK | Telecommunications | |
| Lucid Group | LCID | Consumer Discretionary | |
| LKQ Corporation | LKQ | 2003 | Consumer Discretionary |
| Alliant Energy Corporation | LNT | Utilities | |
| Manhattan Associates | MANH | 1998 | Technology |
| MarketAxess Holdings | MKTX | 2004 | Finance |
| Nordson Corporation | NDSN | Industrials | |
| NetApp | NTAP | 1995 | Technology |
| News Corporation | NWS | Consumer Discretionary | |
| Okta | OKTA | 2017 | Technology |
| Paramount Global | PARA | ||
| Pool Corporation | POOL | 1995 | Consumer Discretionary |
| Rivian Automotive | RIVN | 2021 | Consumer Discretionary |
| Sirius XM Holdings | SIRI | Consumer Discretionary | |
| Super Micro Computer | SMCI | 2020 | Technology |
| Sarepta Therapeutics | SRPT | Health Care | |
| SS&C Technologies Holdings | SSNC | 2010 | Technology |
| ShockWave Medical | SWAV | 2019 | Health Care |
| Bio-Techne Corp | TECH | Health Care | |
| Trimble | TRMB | 1990 | Industrials |
| Viatris | VTRS | Health Care | |
| Western Digital Corporation | WDC | Technology | |
| Warner Music Group Corp | WMG | 2020 | Consumer Discretionary |
| Wynn Resorts Limited | WYNN | 2002 | Consumer Discretionary |
| XP | XP | 2019 | Finance |
| Zebra Technologies Corporation | ZBRA | 1991 | Industrials |
| Zillow Group | ZG | 2011 | Consumer Discretionary |
| Zillow Group | ZG | 2011 | Consumer Discretionary |
| ZoomInfo Technologies | ZI | 2020 | Technology |
| American Airlines Group | AAL | Consumer Discretionary | |
| Casey's General Stores | CASY | 1983 | Miscellaneous |
| Celsius Holdings | CELH | Consumer Staples | |
| Confluent | CFLT | 2021 | Technology |
| Caesars Entertainment | CZR | Consumer Discretionary | |
| F5 | FFIV | 1999 | Technology |
| Five Below | FIVE | 2012 | Consumer Discretionary |
| Hasbro | HAS | Consumer Discretionary | |
| Robinhood Markets | HOOD | 2021 | Technology |
| Henry Schein | HSIC | 1995 | Health Care |
| Interactive Brokers Group | IBKR | 2019 | Finance |
| Jazz Pharmaceuticals plc | JAZZ | 2007 | Health Care |
| Karuna Therapeutics | KRTX | 2019 | Health Care |
| Lamar Advertising Company | LAMR | 1996 | Real Estate |
| Masimo Corporation | MASI | 2007 | Health Care |
| Morningstar | MORN | 2005 | Finance |
| Match Group | MTCH | Technology | |
| Neurocrine Biosciences | NBIX | 1996 | Health Care |
| Bank OZK | OZK | Finance | |
| Paylocity Holding Corporation | PCTY | 2014 | Technology |
| Qorvo | QRVO | Technology | |
| Regency Centers Corporation | REG | 1993 | Real Estate |
| Repligen Corporation | RGEN | 1986 | Health Care |
| Roku | ROKU | 2017 | Telecommunications |
| United Therapeutics Corporation | UTHR | 1999 | Health Care |
| Allegro MicroSystems | ALGM | 2020 | Technology |
| Dropbox | DBX | 2018 | Technology |
| East West Bancorp | EWBC | Finance | |
| Icahn Enterprises L | IEP | Consumer Discretionary | |
| Iridium Communications | IRDM | Telecommunications | |
| Universal Display Corporation | OLED | Technology | |
| Royal Gold | RGLD | Industrials | |
| Saia | SAIA | Industrials | |
| SEI Investments Company | SEIC | 1981 | Finance |
| Tetra Tech | TTEK | 1991 | Consumer Discretionary |
| WillScot Mobile Mini Holdings Corp | WSC | 2015 | |
| Acadia Healthcare Company | ACHC | Health Care | |
| Altair Engineering | ALTR | 2017 | Technology |
| Crocs | CROX | 2006 | Consumer Discretionary |
| CCC Intelligent Solutions Holdings | CCCS | Technology | |
| Nutanix | NTNX | 2016 | Technology |
| Littelfuse | LFUS | Energy | |
| MKS Instruments | MKSI | 1999 | Industrials |
| Avis Budget Group | CAR | Consumer Discretionary | |
| Woodward | WWD | Energy | |
| HashiCorp | HCP | 2021 | Technology |
| Landstar System | LSTR | 1993 | Industrials |
| Medpace Holdings | MEDP | 2016 | Health Care |
| Mattel | MAT | Consumer Discretionary | |
| 10x Genomics | TXG | 2019 | Industrials |
| Gentex Corporation | GNTX | Consumer Discretionary | |
| Exelixis | EXEL | 2000 | Health Care |
| Duolingo | DUOL | 2021 | Technology |
| Chord Energy Corporation | CHRD | Energy | |
| Wingstop | WING | 2015 | Consumer Discretionary |
| Selective Insurance Group | SIGI | Finance | |
| Lantheus Holdings | LNTH | 2015 | Health Care |
| Credit Acceptance Corporation | CACC | 1992 | Finance |
| Ionis Pharmaceuticals | IONS | Health Care | |
| SPS Commerce | SPSC | 2010 | Technology |
| Intra-Cellular Therapies | ITCI | Health Care | |
| QuidelOrtho Corporation | QDEL | Health Care | |
| Reynolds Consumer Products | REYN | 2020 | Consumer Discretionary |
| BOK Financial Corporation | BOKF | Finance | |
| Lancaster Colony Corporation | LANC | Consumer Staples | |
| Euronet Worldwide | EEFT | 1997 | Finance |
| AGNC Investment Corp | AGNC | 2008 | Real Estate |
| Nexstar Media Group | NXST | 2003 | Industrials |
| Natera | NTRA | 2015 | Health Care |
| GitLab | GTLB | 2021 | Technology |
| IPG Photonics Corporation | IPGP | 2006 | Technology |
| New Fortress Energy | NFE | 2019 | Utilities |
| Pilgrim's Pride Corporation | PPC | Consumer Staples | |
| Light & Wonder | LNW | Technology | |
| Axcelis Technologies | ACLS | 2000 | Technology |
| Plug Power | PLUG | 1999 | Energy |
| Madrigal Pharmaceuticals | MDGL | 2007 | Health Care |
| Cerevel Therapeutics Holdings | CERE | 2020 | Health Care |
| ChampionX Corporation | CHX | Industrials | |
| ExlService Holdings | EXLS | 2006 | Technology |
| Power Integrations | POWI | 1997 | Technology |
| UFP Industries | UFPI | 1993 | Basic Materials |
| AppFolio | APPF | 2015 | Technology |
| The Ensign Group | ENSG | 2007 | Health Care |
| Option Care Health | OPCH | Health Care | |
| SouthState Corporation | SSB | Finance | |
| IAC | IAC | Technology | |
| First Citizens BancShares | FCNCA | Finance | |
| SoFi Technologies | SOFI | Finance | |
| Casella Waste Systems | CWST | 1997 | Utilities |
| Exponent | EXPO | Consumer Discretionary | |
| Wendy's Company | WEN | Consumer Discretionary | |
| Merit Medical Systems | MMSI | Health Care | |
| Silicon Laboratories | SLAB | 2000 | Technology |
| HealthEquity | HQY | 2014 | Consumer Discretionary |
| Columbia Sportswear Company | COLM | 1998 | Consumer Discretionary |
| Concentrix Corporation | CNXC | Technology | |
| Surgery Partners | SGRY | 2015 | Health Care |
| Qualys | QLYS | 2012 | Technology |
| FirstCash Holdings | FCFS | 1991 | Consumer Discretionary |
| Tenable Holdings | TENB | 2018 | Technology |
| Vaxcyte | PCVX | 2020 | Health Care |
| Insight Enterprises | NSIT | 1995 | Consumer Discretionary |
| R1 RCM | RCM | Consumer Discretionary | |
| Freshworks | FRSH | 2021 | Technology |
| Franklin Electric Co | FELE | Consumer Discretionary | |
| Halozyme Therapeutics | HALO | Health Care | |
| Five9 | FIVN | 2014 | Technology |
| MACOM Technology Solutions Holdings | MTSI | 2012 | Technology |
| Columbia Banking System | COLB | 1992 | Finance |
| Zions Bancorporation N | ZION | Finance | |
| Popular | BPOP | Finance | |
| Diodes | DIOD | Technology | |
| Beacon Roofing Supply | BECN | 2004 | Consumer Discretionary |
| Affirm Holdings | AFRM | 2021 | Consumer Discretionary |
| Fluence Energy | FLNC | 2021 | Miscellaneous |
| Inter Parfums | IPAR | Consumer Discretionary | |
| ICU Medical | ICUI | 1992 | Health Care |
| Avnet | AVT | Technology | |
| Enact Holdings | ACT | 2021 | Finance |
| The Goodyear Tire & Rubber Company | GT | Consumer Discretionary | |
| United Bankshares | UBSI | Finance | |
| Wintrust Financial Corporation | WTFC | Finance | |
| Shoals Technologies Group | SHLS | 2021 | Technology |
| Balchem Corporation | BCPC | Industrials | |
| Sotera Health Company | SHC | 2020 | Health Care |
| Stericycle | SRCL | 1996 | Utilities |
| Pegasystems | PEGA | 1996 | Technology |
| ACADIA Pharmaceuticals | ACAD | 2004 | Health Care |
| Valley National Bancorp | VLY | Finance | |
| Visteon Corporation | VC | Consumer Discretionary | |
| PENN Entertainment | PENN | 1994 | Consumer Discretionary |
| Blackbaud | BLKB | 2004 | Technology |
| Frontier Communications Parent | FYBR | Consumer Discretionary | |
| MicroStrategy | MSTR | 1998 | Technology |
| Sunrun | RUN | 2015 | Miscellaneous |
| Fox Factory Holding Corp | FOXF | 2013 | Consumer Discretionary |
| SLM Corporation | SLM | Finance | |
| Pinnacle Financial Partners | PNFP | Finance | |
| Paycor HCM | PYCR | 2021 | Technology |
| TG Therapeutics | TGTX | Health Care | |
| Academy Sports and Outdoors | ASO | 2020 | Consumer Discretionary |
| Rumble | RUM | 2021 | Technology |
| Old National Bancorp | ONB | Finance | |
| Lumentum Holdings | LITE | Technology | |
| iRhythm Technologies | IRTC | 2016 | Health Care |
| Neogen Corporation | NEOG | 1989 | Health Care |
| Advanced Energy Industries | AEIS | 1995 | Technology |
| PotlatchDeltic Corporation | PCH | Real Estate | |
| Newell Brands | NWL | Industrials | |
| Cytokinetics | CYTK | 2004 | Health Care |
| The Simply Good Foods Company | SMPL | Consumer Staples | |
| Progyny | PGNY | 2019 | Health Care |
| Arrowhead Pharmaceuticals | ARWR | Health Care | |
| Vir Biotechnology | VIR | 2019 | Health Care |
| ViaSat | VSAT | 1996 | Technology |
| Synaptics | SYNA | 2002 | Technology |
| Ultragenyx Pharmaceutical | RARE | 2014 | Health Care |
| Blueprint Medicines Corporation | BPMC | 2015 | Health Care |
| Ollie's Bargain Outlet Holdings | OLLI | 2015 | Consumer Discretionary |
| NorthWestern Corporation | NWE | Utilities | |
| Omnicell | OMCL | 2001 | Technology |
| Array Technologies | ARRY | 2020 | Technology |
| Inari Medical | NARI | 2020 | Health Care |
| Phillips Edison & Company | PECO | 2021 | Real Estate |
| Intellia Therapeutics | NTLA | 2016 | Health Care |
| Lyft | LYFT | 2019 | Technology |
| Hancock Whitney Corporation | HWC | Finance | |
| Grand Canyon Education | LOPE | 2008 | Consumer Discretionary |
| Virtu Financial | VIRT | 2015 | Finance |
| Amicus Therapeutics | FOLD | 2007 | Health Care |
| Vertex | VERX | 2020 | Technology |
| Mr | COOP | Finance | |
| Sanmina Corporation | SANM | 1993 | Technology |
| Integra LifeSciences Holdings Corporation | IART | Health Care | |
| nCino | NCNO | 2020 | Technology |
| PTC Therapeutics | PTCT | 2013 | Health Care |
| Pacific Biosciences of California | PACB | 2010 | Industrials |
| Freshpet | FRPT | 2014 | Consumer Staples |
| LifeStance Health Group | LFST | 2021 | Health Care |
| Itron | ITRI | 1993 | Industrials |
| BlackLine | BL | 2016 | Technology |
| ImmunoGen | IMGN | 1989 | Health Care |
| Remitly Global | RELY | 2021 | Technology |
| Axsome Therapeutics | AXSM | 2015 | Health Care |
| Kulicke and Soffa Industries | KLIC | Technology | |
| Appian Corporation | APPN | 2017 | Technology |
| Premier | PINC | 2013 | Consumer Discretionary |
| Krystal Biotech | KRYS | 2017 | Health Care |
| Urban Outfitters | URBN | 1993 | Consumer Discretionary |
| Encore Wire Corporation | WIRE | 1992 | Industrials |
| Sage Therapeutics | SAGE | 2014 | Health Care |
| J & J Snack Foods Corp | JJSF | 1986 | Consumer Staples |
| Rush Enterprises | RUSHA | Consumer Discretionary | |
| Guardant Health | GH | 2018 | Health Care |
| BancFirst Corporation | BANF | 1993 | Finance |
| Millicom International Cellular S | TIGO | Telecommunications | |
| Rapid7 | RPD | 2015 | Technology |
| Integral Ad Science Holding Corp | IAS | 2021 | Technology |
| Werner Enterprises | WERN | 1986 | Industrials |
| UMB Financial Corporation | UMBF | Finance | |
| Privia Health Group | PRVA | 2021 | Technology |
| STAAR Surgical Company | STAA | Health Care | |
| Brighthouse Financial | BHF | Finance | |
| Varonis Systems | VRNS | 2014 | Technology |
| FTAI Aviation Ltd | FTAI | ||
| Grocery Outlet Holding Corp | GO | 2019 | Consumer Staples |
| Dorman Products | DORM | Consumer Discretionary | |
| Ziff Davis | ZD | Telecommunications | |
| LGI Homes | LGIH | 2013 | Consumer Discretionary |
| ACV Auctions | ACVA | 2021 | Consumer Discretionary |
| Perficient | PRFT | 1999 | Technology |
| Vicor Corporation | VICR | Technology | |
| United Community Banks | Finance | ||
| Revolution Medicines | RVMD | 2020 | Health Care |
| Red Rock Resorts | RRR | 2016 | Consumer Discretionary |
| Verra Mobility Corporation | VRRM | 2017 | Consumer Discretionary |
| Intapp | INTA | 2021 | Technology |
| WD-40 Company | WDFC | 1973 | Industrials |
| Impinj | PI | 2016 | Technology |
| Luminar Technologies | LAZR | 2019 | Consumer Discretionary |
| Hamilton Lane | HLNE | 2017 | Finance |
| Thoughtworks Holding | TWKS | 2021 | Technology |
| Marqeta | MQ | 2021 | Technology |
| Forward Air Corporation | FWRD | Consumer Discretionary | |
| Patterson Companies | PDCO | 1992 | Health Care |
| Insmed | INSM | Health Care | |
| Frontdoor | FTDR | Consumer Discretionary | |
| Krispy Kreme | DNUT | 2021 | Consumer Staples |
| Plexus Corp | PLXS | Technology | |
| Hub Group | HUBG | 1996 | Consumer Discretionary |
| Prospect Capital Corporation | PSEC | 2004 | Finance |
| Extreme Networks | EXTR | 1999 | Telecommunications |
| ACI Worldwide | ACIW | Technology | |
| Alarm | ALRM | 2015 | Technology |
| Sabra Health Care REIT | SBRA | Real Estate | |
| Schrodinger | SDGR | 2020 | Health Care |
| FormFactor | FORM | 2003 | Technology |
| Peloton Interactive | PTON | 2019 | Consumer Discretionary |
| Axonics | AXNX | 2018 | Health Care |
| First Interstate BancSystem | FIBK | 2010 | Finance |
| Mobileye Global | MBLY | 2022 | Technology |
| Steven Madden Ltd | SHOO | 1993 | Consumer Discretionary |
| Sprout Social | SPT | 2019 | Technology |
| Corcept Therapeutics | CORT | 2004 | Health Care |
| Papa John's International | PZZA | 1993 | Consumer Discretionary |
| Beam Therapeutics | BEAM | 2020 | Health Care |
| MaxLinear | MXL | 2010 | Technology |
| Texas Capital Bancshares | TCBI | 2003 | Finance |
| Helen of Troy Limited | HELE | Consumer Discretionary | |
| Cal-Maine Foods | CALM | 1996 | Consumer Staples |
| TransMedics Group | TMDX | 2019 | Health Care |
| AeroVironment | AVAV | 2007 | Industrials |
| eXp World Holdings | EXPI | Finance | |
| Nuvalent | NUVL | 2021 | Health Care |
| Mercury Systems | MRCY | 1998 | Technology |
| Verint Systems | VRNT | 2010 | Technology |
| Morphic Holding | MORF | 2019 | Health Care |
| PriceSmart | PSMT | Consumer Discretionary | |
| Upstart Holdings | UPST | 2020 | Finance |
| Bumble | BMBL | 2021 | Technology |
| Cracker Barrel Old Country Store | CBRL | 1981 | Consumer Discretionary |
| JetBlue Airways Corporation | JBLU | 2002 | Consumer Discretionary |
| Ameris Bancorp | ABCB | 1994 | Finance |
| Xerox Holdings Corporation | XRX | Technology | |
| Viavi Solutions | VIAV | Technology | |
| InterDigital | IDCC | Telecommunications | |
| Cathay General Bancorp | CATY | Finance | |
| SiTime Corporation | SITM | 2019 | Technology |
| GoodRx Holdings | GDRX | 2020 | Technology |
| McGrath RentCorp | MGRC | 1984 | Consumer Discretionary |
| Jamf Holding Corp | JAMF | 2020 | Technology |
| Mirati Therapeutics | MRTX | Health Care | |
| Rocket Lab USA | RKLB | 2020 | Industrials |
| NeoGenomics | NEO | Health Care | |
| NetScout Systems | NTCT | 1999 | Technology |
| BridgeBio Pharma | BBIO | 2019 | Health Care |
| MYR Group | MYRG | 2008 | Industrials |
| First Hawaiian | FHB | 2016 | Finance |
| Simmons First National Corporation | SFNC | Finance | |
| TripAdvisor | TRIP | Technology | |
| TORM plc | TRMD | Consumer Discretionary | |
| Victory Capital Holdings | VCTR | 2018 | Finance |
| Olaplex Holdings | OLPX | 2021 | Consumer Discretionary |
| NMI Holdings | NMIH | 2013 | Finance |
| Amphastar Pharmaceuticals | AMPH | 2014 | Health Care |
| Bloomin' Brands | BLMN | 2012 | Consumer Discretionary |
| ArcBest Corporation | ARCB | Industrials | |
| Patterson-UTI Energy | PTEN | 1993 | Energy |
| Petco Health and Wellness Company | WOOF | 2021 | Consumer Discretionary |
| Viking Therapeutics | VKTX | 2015 | Health Care |
| WSFS Financial Corporation | WSFS | Finance | |
| ICF International | ICFI | 2006 | Consumer Discretionary |
| Harmony Biosciences Holdings | HRMY | 2020 | Health Care |
| Akero Therapeutics | AKRO | 2019 | Health Care |
| TPG | TPG | 2022 | Finance |
| Arcellx | ACLX | 2022 | Health Care |
| National Vision Holdings | EYE | 2017 | Health Care |
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