13F filing recap · Q2 2025

What did ArrowMark Partners buy in Q2 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

$5.55B

Positions

301

Estimated turnover

35.7%

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.

New positions

DKNGDraftkings Inc.$72.73Mreported value+1.70M shares DECKDeckers Outdoor Corp$27.19Mreported value+263.8K shares HNGEHinge Health, Inc.$25.61Mreported value+495.0K shares KVYOKlaviyo, Inc.$20.52Mreported value+611.0K shares CLBTCellebrite Di Ltd.$20.23Mreported value+1.26M shares PRCTProcept Biorobotics Corporation$19.71Mreported value+342.2K shares FNDFloor & Decor Holdings, Inc.$18.07Mreported value+237.9K shares MSAMsa Safety Inc$15.44Mreported value+92.2K shares VOYGVoyager Technologies, Inc.$8.68Mreported value+221.2K shares CHYMChime Financial, Inc.$6.90Mreported value+200.0K shares TRNSTranscat Inc$5.05Mreported value+58.7K shares IIIVI3 Verticals, Inc.$4.39Mreported value+159.8K shares NEOGNeogen Corporation$4.15Mreported value+869.0K shares WMSAdvanced Drainage Systems, Inc.$3.10Mreported value+27.0K shares MAMAMama'S Creations, Inc.$2.90Mreported value+350.0K shares PSNParsons Corporation$2.87Mreported value+40.0K shares HLMNHillman Solutions Corp.$2.79Mreported value+391.0K shares CRSRCorsair Gaming, Inc.$2.57Mreported value+273.0K shares SHOPShopify Inc.$1.85Mreported value+16.0K shares PDFSPdf Solutions Inc$1.39Mreported value+65.0K shares CMCSAComcast Corporation$892.3Kreported value+25.0K shares ADTAdt Inc.$692.8Kreported value+81.8K shares IFFInternational Flavors & Fragrances Inc$603.1Kreported value+8.2K shares IWFiShares Trust$259.0Kreported value+610 shares MSGEMadison Square Garden Entertainment Corp.$205.4Kreported value+5.1K shares

Increased positions

CERTCertara, Inc.$92.31Mreported value+387.8K shares+5.2%SPTSprout Social, Inc.$89.97Mreported value+935.6K shares+27.8%ALGNAlign Technology, Inc.$79.98Mreported value+315.6K shares+295.5%DOCSDoximity, Inc.$79.16Mreported value+64.6K shares

Reduced positions

CARGCargurus, Inc.$125.29Mreported value-923.6K shares-19.8%RBARb Global, Inc$122.52Mreported value-716.8K shares-38.3%TRMBTrimble Inc.$114.56Mreported value-411.0K shares-21.4%ALITAlight, Inc.$100.30Mreported value-2.47M shares

Exited positions

TENBTenable Holdings, Inc.$53.06Mprior reported value-1.52M shares-100.0%NCNONcino, Inc.$52.64Mprior reported value-1.92M shares-100.0%CNMDConmed Corporation$27.45Mprior reported value-454.6K shares-100.0%OMCLOmnicell, Inc.$24.99Mprior reported value-714.7K shares