FORMULA GROWTH LTD — 13F holdings

FORMULA GROWTH LTD reported 145 holdings worth $284M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $13.9M (4.9%)
2. SWIM LATHAM GROUP INC — $8.90M (3.1%)
3. SSYS STRATASYS LTD — $7.36M (2.6%)
4. COMP COMPASS INC — $6.01M (2.1%)
5. ALHC ALIGNMENT HEALTHCARE INC — $5.27M (1.9%)
6. CECO CECO ENVIRONMENTAL CORP — $5.01M (1.8%)
7. JHX JAMES HARDIE INDS PLC — $4.97M (1.7%)
8. XPO XPO INC — $4.72M (1.7%)
9. KVYO KLAVIYO INC — $4.53M (1.6%)
10. ORN ORION GROUP HLDGS INC — $4.32M (1.5%)