ABSOLUTE INVESTMENT ADVISERS, LLC — 13F holdings

ABSOLUTE INVESTMENT ADVISERS, LLC reported 129 holdings worth $1.09B in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. GRANITE CONSTR INC — $27.5M (2.5%)
2. SEMTECH CORP — $26.3M (2.4%)
3. MKS INC. — $22.6M (2.1%)
4. ETSY INC — $19.0M (1.7%)
5. TETRA TECH INC NEW — $18.8M (1.7%)
6. NEBIUS GROUP N.V. — $18.4M (1.7%)
7. ASTRONICS CORP — $17.7M (1.6%)
8. MERIT MED SYS INC — $17.4M (1.6%)
9. FLUOR CORP — $17.3M (1.6%)
10. A10 NETWORKS INC — $17.2M (1.6%)