Filed: 7/23/2025ACC: 0001869316-25-000005
📋 What this filing means
LAURUS GLOBAL EQUITY MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $153.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$153.10M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$153.10M100.0%
Portfolio Concentration
Top 3$45.21M29.5%
4–10$61.06M39.9%
11–25$31.03M20.3%
Rest$15.81M10.3%
Top 3 weight
29.5%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
1.11M
shares
% of voting shares51.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.07M
shares
% of voting shares49.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeSole · 51.0% of voting shares
Institutional Holdings46
Rows:
PTC Inc
SOLEShares99.86K
TypeSH
Market value$17.21M
11.24%
Sole
19.57K
Shared
0.00
None
80.30K
Jack Henry & Associates Inc.
SOLEShares78.68K
TypeSH
Market value$14.18M
9.26%
Sole
26.40K
Shared
0.00
None
52.28K
S&P Global Inc.
SOLEShares26.21K
TypeSH
Market value$13.82M
9.03%
Sole
4.79K
Shared
0.00
None
21.42K
Charles River Laboratories International, Inc.
SOLEShares86.52K
TypeSH
Market value$13.13M
8.57%
Sole
26.89K
Shared
0.00
None
59.63K
DoubleVerify Holdings Inc
SOLEShares812.84K
TypeSH
Market value$12.17M
7.95%
Sole
266.08K
Shared
0.00
None
546.76K
Align Technology Inc.
SOLEShares52.45K
TypeSH
Market value$9.93M
6.49%
Sole
7.84K
Shared
0.00
None
44.61K
ASGN Inc.
SOLEShares175.51K
TypeSH
Market value$8.76M
5.72%
Sole
48.87K
Shared
0.00
None
126.64K
Integer Holdings Corp
SOLEShares54.91K
TypeSH
Market value$6.75M
4.41%
Sole
20.26K
Shared
0.00
None
34.65K
Generac Holdings Inc.
SOLEShares36.95K
TypeSH
Market value$5.29M
3.46%
Sole
550.00
Shared
0.00
None
36.40K
Cooper Companies Inc.
SOLEShares70.56K
TypeSH
Market value$5.02M
3.28%
Sole
12.92K
Shared
0.00
None
57.64K
Carlisle Companies Incorporated
SOLEShares10.82K
TypeSH
Market value$4.04M
2.64%
Sole
4.32K
Shared
0.00
None
6.50K
THE ENSIGN GROUP IN
SOLEShares20.44K
TypeSH
Market value$3.15M
2.06%
Sole
20.44K
Shared
0.00
None
0.00
FTI Consulting Inc
SOLEShares17.55K
TypeSH
Market value$2.83M
1.85%
Sole
17.55K
Shared
0.00
None
0.00
Five Below Inc
SOLEShares18.74K
TypeSH
Market value$2.46M
1.61%
Sole
18.74K
Shared
0.00
None
0.00
Winmark Corporation
SOLEShares6.12K
TypeSH
Market value$2.31M
1.51%
Sole
6.12K
Shared
0.00
None
0.00
Balchem Corp.
SOLEShares12.40K
TypeSH
Market value$1.97M
1.29%
Sole
12.40K
Shared
0.00
None
0.00
NAPCO Security Technologies Inc
SOLEShares62.36K
TypeSH
Market value$1.85M
1.21%
Sole
62.36K
Shared
0.00
None
0.00
Chemed Corp.
SOLEShares3.79K
TypeSH
Market value$1.85M
1.21%
Sole
3.79K
Shared
0.00
None
0.00
Global Industrial Company
SOLEShares62.86K
TypeSH
Market value$1.70M
1.11%
Sole
62.86K
Shared
0.00
None
0.00
CSW Industrials Inc
SOLEShares5.59K
TypeSH
Market value$1.60M
1.05%
Sole
5.59K
Shared
0.00
None
0.00
Gogo Inc
SOLEShares108.86K
TypeSH
Market value$1.60M
1.04%
Sole
108.86K
Shared
0.00
None
0.00
Landstar System Inc.
SOLEShares11.32K
TypeSH
Market value$1.57M
1.03%
Sole
11.32K
Shared
0.00
None
0.00
Trex Co. Inc.
SOLEShares26.97K
TypeSH
Market value$1.47M
0.96%
Sole
26.97K
Shared
0.00
None
0.00
XPEL Inc
SOLEShares36.53K
TypeSH
Market value$1.31M
0.86%
Sole
36.53K
Shared
0.00
None
0.00
Comfort Systems USA Inc
SOLEShares2.44K
TypeSH
Market value$1.31M
0.85%
Sole
2.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PTC IncSOLE | COM | 99.86K | SH | $17.21M 11.24% | 19.57K | 0.00 | 80.30K |
Jack Henry & Associates Inc.SOLE | COM | 78.68K | SH | $14.18M 9.26% | 26.40K | 0.00 | 52.28K |
S&P Global Inc.SOLE | COM | 26.21K | SH | $13.82M 9.03% | 4.79K | 0.00 | 21.42K |
Charles River Laboratories International, Inc.SOLE | COM | 86.52K | SH | $13.13M 8.57% | 26.89K | 0.00 | 59.63K |
DoubleVerify Holdings IncSOLE | COM | 812.84K | SH | $12.17M 7.95% | 266.08K | 0.00 | 546.76K |
Align Technology Inc.SOLE | COM | 52.45K | SH | $9.93M 6.49% | 7.84K | 0.00 | 44.61K |
ASGN Inc.SOLE | COM | 175.51K | SH | $8.76M 5.72% | 48.87K | 0.00 | 126.64K |
Integer Holdings CorpSOLE | COM | 54.91K | SH | $6.75M 4.41% | 20.26K | 0.00 | 34.65K |
Generac Holdings Inc.SOLE | COM | 36.95K | SH | $5.29M 3.46% | 550.00 | 0.00 | 36.40K |
Cooper Companies Inc.SOLE | COM | 70.56K | SH | $5.02M 3.28% | 12.92K | 0.00 | 57.64K |
Carlisle Companies IncorporatedSOLE | COM | 10.82K | SH | $4.04M 2.64% | 4.32K | 0.00 | 6.50K |
THE ENSIGN GROUP INSOLE | COM | 20.44K | SH | $3.15M 2.06% | 20.44K | 0.00 | 0.00 |
FTI Consulting IncSOLE | COM | 17.55K | SH | $2.83M 1.85% | 17.55K | 0.00 | 0.00 |
Five Below IncSOLE | COM | 18.74K | SH | $2.46M 1.61% | 18.74K | 0.00 | 0.00 |
Winmark CorporationSOLE | COM | 6.12K | SH | $2.31M 1.51% | 6.12K | 0.00 | 0.00 |
Balchem Corp.SOLE | COM | 12.40K | SH | $1.97M 1.29% | 12.40K | 0.00 | 0.00 |
NAPCO Security Technologies IncSOLE | COM | 62.36K | SH | $1.85M 1.21% | 62.36K | 0.00 | 0.00 |
Chemed Corp.SOLE | COM | 3.79K | SH | $1.85M 1.21% | 3.79K | 0.00 | 0.00 |
Global Industrial CompanySOLE | COM | 62.86K | SH | $1.70M 1.11% | 62.86K | 0.00 | 0.00 |
CSW Industrials IncSOLE | COM | 5.59K | SH | $1.60M 1.05% | 5.59K | 0.00 | 0.00 |
Gogo IncSOLE | COM | 108.86K | SH | $1.60M 1.04% | 108.86K | 0.00 | 0.00 |
Landstar System Inc.SOLE | COM | 11.32K | SH | $1.57M 1.03% | 11.32K | 0.00 | 0.00 |
Trex Co. Inc.SOLE | COM | 26.97K | SH | $1.47M 0.96% | 26.97K | 0.00 | 0.00 |
XPEL IncSOLE | COM | 36.53K | SH | $1.31M 0.86% | 36.53K | 0.00 | 0.00 |
Comfort Systems USA IncSOLE | COM | 2.44K | SH | $1.31M 0.85% | 2.44K | 0.00 | 0.00 |
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