13F filing recap · Q2 2026

What did ArrowMark Partners buy in Q2 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

$2.40B

Positions

296

Estimated turnover

82.6%

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

AADXApplied Aerospace & Defense, Inc.$13.88Mreported value+609.1K shares RALRalliant Corporation$12.30Mreported value+167.0K shares LSTRLandstar System, Inc.$10.97Mreported value+53.1K shares RXORxo, Inc.$10.96Mreported value+397.2K shares CRDOCredo Technology Group Holding Ltd$10.34Mreported value+38.0K shares GOOGMAlphabet Inc.$9.26Mreported value+182.0K shares OMCLOmnicell, Inc.$9.08Mreported value+218.7K shares VIAVia Transportation, Inc.$8.76Mreported value+482.9K shares MRVIMaravai Lifesciences Holdings, Inc.$7.96Mreported value+1.27M shares CAVACava Group, Inc.$6.24Mreported value+79.6K shares ENPHEnphase Energy, Inc.$5.85Mreported value+118.8K shares WULFTerawulf Inc.$5.81Mreported value+235.2K shares QCOMQualcomm Inc/de$5.80Mreported value+31.4K shares FISVFiserv Inc$5.11Mreported value+104.1K shares UUUUEnergy Fuels Inc.$4.50Mreported value+310.0K shares AWIArmstrong World Industries, Inc.$4.36Mreported value+27.2K shares ARXSArxis, Inc.$4.14Mreported value+89.7K shares LIILennox International Inc$3.55Mreported value+6.2K shares ELMTElmet Group Co.$3.49Mreported value+177.0K shares USARUSA Rare Earth, Inc.$3.40Mreported value+157.6K shares AVEXAevex Corp.$3.38Mreported value+161.7K shares LNNLindsay Corp$3.11Mreported value+25.2K shares FDXFFedex Freight Holding Company, Inc.$1.60Mreported value+10.6K shares REARare Earths Americas, Inc.$1.32Mreported value+86.7K shares KDKKodiak Ai, Inc.$1.14Mreported value+225.0K shares COFCapital One Financial Corp$802.5Kreported value+4.0K shares JRVRJames River Group Holdings, Inc.$660.0Kreported value+150.0K shares MCYMercury General Corp$218.6Kreported value+2.0K shares BEPBrookfield Renewable Partners L.p.$208.4Kreported value+6.0K shares

Increased positions

WFCWells Fargo & Company/mn$24.43Mreported value+41.7K shares+16.4%ACVAAcv Auctions Inc.$16.32Mreported value+9.7K shares+0.4%VSECVse Corporation$14.26Mreported value+1.9K shares+3.1%CZRCaesars Entertainment, Inc.$13.01Mreported value+188.0K shares

Reduced positions

BILSPDR Series Trust$90.04Mreported value-287.5K shares-22.6%MGMMgm Resorts International$37.03Mreported value-77.3K shares-9.1%VSTVistra Corp.$35.53Mreported value-89.8K shares-28.6%AXGNAxogen, Inc.$32.88Mreported value-1.20M shares

Exited positions

MMSIMerit Medical Systems Inc$24.03Mprior reported value-348.6K shares-100.0%TNETTrinet Group, Inc.$23.65Mprior reported value-649.2K shares-100.0%NUVLNuvalent, Inc.$19.14Mprior reported value-186.8K shares-100.0%HQYHealthequity, Inc.$12.19Mprior reported value-145.8K shares