13F filing recap · Q1 2025
What did ArrowMark Partners buy in Q1 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every ArrowMark account, including accounts that belong to no fund below.
Stock value
$6.17B
Positions
298
Estimated turnover
27.3%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
ArrowMark Partners opened new positions in Progyny, Monday.com, Timken, Red Rock Resorts, and Honeywell, among others. The firm exited Angi, Alexander & Baldwin, Alphabet, Apple, and Salesforce, along with several other holdings. Notable increases included Federal Signal and Trinet Group, both raised sharply, while Sprout Social and Globus Medical were substantially added to. Trims stood out in Doximity and Omnicell, both reduced substantially, and Steris was moderately decreased.