FORMULA GROWTH LTD

PrivateCIK: 1093219
Location

MONTREAL, A8

137
Positions
$221.58M
Total AUM (reported)
12.65M
Total Shares

Allocation by class

TOTAL AUM$221.58M137 positions
COM$133.39M60.2%
CL A$23.36M10.5%
COM CL A$11.25M5.1%
SHS$10.36M4.7%
COMMON STOCK$6.20M2.8%
COM NEW$5.81M2.6%
ORD SHS$4.49M2.0%

Portfolio Concentration

Top 39.1%4–1013.3%11–2520.5%Rest57.1%TOP 1022.4%0%100%
Top 3$20.08M9.1%
4–10$29.45M13.3%
11–25$45.53M20.5%
Rest$126.52M57.1%

Top 3 weight

9.1%

Top 10 weight

22.4%

Voting Authority Distribution

Total shares with voting rights: 12.65M

Sole

Full voting authority

12.65M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole137
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings137
Rows:

MICRON TECHNOLOGY INC

SOLE
COM
Shares21K
TypeSH
Market value$7.09M
3.20%
Sole
21K
Shared
0.00
None
0.00

LATHAM GROUP INC

SOLE
COM
Shares1.26M
TypeSH
Market value$6.74M
3.04%
Sole
1.26M
Shared
0.00
None
0.00

STRATASYS LTD

SOLE
SHS
Shares800K
TypeSH
Market value$6.25M
2.82%
Sole
800K
Shared
0.00
None
0.00

FOX FACTORY HLDG CORP

SOLE
COM
Shares279.21K
TypeSH
Market value$4.60M
2.07%
Sole
279.21K
Shared
0.00
None
0.00

JAMES HARDIE INDS PLC

SOLE
ORD SHS
Shares236.84K
TypeSH
Market value$4.49M
2.02%
Sole
236.84K
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares23K
TypeSH
Market value$4.47M
2.02%
Sole
23K
Shared
0.00
None
0.00

ALIGNMENT HEALTHCARE INC

SOLE
COM
Shares239.21K
TypeSH
Market value$4.21M
1.90%
Sole
239.21K
Shared
0.00
None
0.00

COMPASS INC

SOLE
CL A
Shares567.30K
TypeSH
Market value$4.15M
1.87%
Sole
567.30K
Shared
0.00
None
0.00

NOKIA CORP

SOLE
SPONSORED ADR
Shares475K
TypeSH
Market value$3.82M
1.72%
Sole
475K
Shared
0.00
None
0.00

CECO ENVIRONMENTAL CORP

SOLE
COM
Shares62.34K
TypeSH
Market value$3.71M
1.68%
Sole
62.34K
Shared
0.00
None
0.00

RYANAIR HOLDINGS PLC

SOLE
SPONSORED ADS
Shares62.39K
TypeSH
Market value$3.61M
1.63%
Sole
62.39K
Shared
0.00
None
0.00

FABRINET

SOLE
SHS
Shares6.40K
TypeSH
Market value$3.34M
1.51%
Sole
6.40K
Shared
0.00
None
0.00

ORION GROUP HLDGS INC

SOLE
COM
Shares297.70K
TypeSH
Market value$3.24M
1.46%
Sole
297.70K
Shared
0.00
None
0.00

MODINE MFG CO

SOLE
COM
Shares14.70K
TypeSH
Market value$3.19M
1.44%
Sole
14.70K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares5.36K
TypeSH
Market value$3.18M
1.43%
Sole
5.36K
Shared
0.00
None
0.00

LULULEMON ATHLETICA INC

SOLE
COM
Shares20K
TypeSH
Market value$3.06M
1.38%
Sole
20K
Shared
0.00
None
0.00

CS DISCO INC

SOLE
COM
Shares800K
TypeSH
Market value$3.06M
1.38%
Sole
800K
Shared
0.00
None
0.00

BRIGHTSPRING HEALTH SVCS INC

SOLE
COM
Shares69.68K
TypeSH
Market value$2.97M
1.34%
Sole
69.68K
Shared
0.00
None
0.00

KLAVIYO INC

SOLE
COM SER A
Shares150K
TypeSH
Market value$2.92M
1.32%
Sole
150K
Shared
0.00
None
0.00

COVISTA INC

SOLE
COM
Shares25.30K
TypeSH
Market value$2.92M
1.32%
Sole
25.30K
Shared
0.00
None
0.00

HEALTHEQUITY INC

SOLE
COM
Shares34.55K
TypeSH
Market value$2.89M
1.30%
Sole
34.55K
Shared
0.00
None
0.00

BILL HOLDINGS INC

SOLE
COM
Shares75K
TypeSH
Market value$2.87M
1.30%
Sole
75K
Shared
0.00
None
0.00

UNITY SOFTWARE INC

SOLE
COM
Shares130K
TypeSH
Market value$2.85M
1.29%
Sole
130K
Shared
0.00
None
0.00

EQUIPMENTSHARE COM INC

SOLE
COM CL A
Shares136.95K
TypeSH
Market value$2.79M
1.26%
Sole
136.95K
Shared
0.00
None
0.00

RB GLOBAL INC

SOLE
COM
Shares27.71K
TypeSH
Market value$2.66M
1.20%
Sole
27.71K
Shared
0.00
None
0.00
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