13F filing recap · Q1 2026

What did ArrowMark Partners buy in Q1 2026?

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

$3.76B

Positions

293

Estimated turnover

29.7%

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

DFTXDefinium Therapeutics, Inc.$30.14Mreported value+1.59M shares YSSYork Space Systems Inc.$14.38Mreported value+648.5K shares AURAurora Innovation, Inc.$12.82Mreported value+3.11M shares TTANServicetitan, Inc.$11.98Mreported value+188.7K shares CDECoeur Mining, Inc.$9.42Mreported value+501.9K shares CZRCaesars Entertainment, Inc.$6.42Mreported value+243.0K shares AKTSAktis Oncology, Inc.$5.89Mreported value+329.5K shares ATSAts Corp /ats$4.91Mreported value+174.0K shares PRCHPorch Group, Inc.$3.28Mreported value+457.8K shares CMPXCompass Therapeutics, Inc.$2.72Mreported value+514.8K shares KNFKnife River Corporation$1.88Mreported value+23.0K shares KLARKlarna Group Plc$1.75Mreported value+134.0K shares GMTLGuardian Metal Resources Plc$1.68Mreported value+95.9K shares CRWDCrowdstrike Holdings, Inc.$1.56Mreported value+4.0K shares YOUClear Secure, Inc.$1.45Mreported value+30.0K shares ERASErasca, Inc.$1.28Mreported value+79.1K shares DTILPrecision Biosciences Inc.$985.3Kreported value+179.1K shares NOWServicenow, Inc.$836.4Kreported value+8.0K shares BLKBlackrock, Inc.$673.2Kreported value+700 shares MRAMEverspin Technologies, Inc.$528.6Kreported value+60.1K shares BBUCBrookfield Business Partners L.p.$242.6Kreported value+7.7K shares RGLDRoyal Gold, Inc$216.3Kreported value+850 shares

Increased positions

FSSFederal Signal Corporation$67.45Mreported value+53.2K shares+9.3%RBARb Global, Inc$65.02Mreported value+161.7K shares+31.3%CHDNChurchill Downs Inc$64.30Mreported value+63.0K shares+9.6%AXGNAxogen, Inc.$63.46Mreported value+441.2K shares

Reduced positions

BILSPDR Series Trust$116.38Mreported value-143.0K shares-10.1%TRMBTrimble Inc.$66.60Mreported value-37.3K shares-3.5%TPBTurning Point Brands, Inc.$64.70Mreported value-124.3K shares-14.3%KEXKirby Corporation$62.53Mreported value-139.0K shares

Exited positions

ZDZiff Davis, Inc.$48.08Mprior reported value-1.37M shares-100.0%PRCTProcept Biorobotics Corporation$42.47Mprior reported value-1.35M shares-100.0%PGNYProgyny, Inc.$37.86Mprior reported value-1.47M shares-100.0%DOCSDoximity, Inc.$18.68Mprior reported value-421.8K shares