Filling information for Handelsinvest Investeringsforvaltning as Treemap, investor disclosed 87 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 72346Q104 | 72346Q104 | Pinnacle Financial Partners In | Common Stock | 7557 | 137000 | |
| 40637H109 | 40637H109 | Halozyme Therapeutics Inc | Common Stock | 4010 | 105000 | |
| 001084102 | 001084102 | AGCO Corp | Common Stock | 3291 | 24339 | |
| 922475108 | 922475108 | Veeva Systems Inc | Common Stock | 1887 | 10267 | |
| 00790R104 | 00790R104 | Advanced Drainage Systems Inc | Common Stock | 11537 | 137000 | |
| 02079K107 | 02079K107 | Alphabet Inc | Common Stock | 3932 | 37809 | |
| 892672106 | 892672106 | Tradeweb Markets Inc | Common Stock | 12248 | 155000 | |
| 216648402 | 216648402 | Cooper Cos Inc/The | Common Stock | 19696 | 52753 | |
| 466313103 | 466313103 | Jabil Inc | Common Stock | 10227 | 116000 | |
| 98419M100 | 98419M100 | Xylem Inc/NY | Common Stock | 2183 | 20849 | |
| 70438V106 | 70438V106 | Paylocity Holding Corp | Common Stock | 12126 | 61000 | |
| 553498106 | 553498106 | MSA Safety Inc | Common Stock | 10280 | 77000 | |
| 86745K104 | 86745K104 | Sunnova Energy International I | Common Stock | 784 | 50193 | |
| 874039100 | 874039100 | TSMC | ADR | 2757 | 29634 | |
| 149568107 | 149568107 | Cavco Industries Inc | Common Stock | 13663 | 43000 | |
| 037833100 | 037833100 | Apple Inc | Common Stock | 5133 | 31125 | |
| 012653101 | 012653101 | Albemarle Corp | Common Stock | 1123 | 5082 | |
| 001744101 | 001744101 | AMN Healthcare Services Inc | Common Stock | 8628 | 104000 | |
| 456788108 | 456788108 | Infosys Ltd | ADR | 1744 | 100000 | |
| 184496107 | 184496107 | Clean Harbors Inc | Common Stock | 14969 | 105000 | |
| 68404L201 | 68404L201 | Option Care Health Inc | Common Stock | 7307 | 230000 | |
| 883556102 | 883556102 | Thermo Fisher Scientific Inc | Common Stock | 2620 | 4546 | |
| 199908104 | 199908104 | Comfort Systems USA Inc | Common Stock | 7590 | 52000 | |
| 437076102 | 437076102 | Home Depot Inc/The | Common Stock | 1556 | 5272 | |
| M2682V108 | M2682V108 | CyberArk Software Ltd | Common Stock | 8583 | 58000 | |
| 056752108 | 056752108 | Baidu Inc | ADR | 604 | 4000 | |
| 75886F107 | 75886F107 | Regeneron Pharmaceuticals Inc | Common Stock | 2629 | 3200 | |
| 85208M102 | 85208M102 | Sprouts Farmers Market Inc | Common Stock | 1651 | 47137 | |
| 722304102 | 722304102 | PDD Holdings Inc | ADR | 1603 | 21126 | |
| 02361E108 | 02361E108 | Ameresco Inc | Common Stock | 8834 | 179465 | |
| 98585X104 | 98585X104 | YETI Holdings Inc | Common Stock | 804 | 20098 | |
| 08265T208 | 08265T208 | Bentley Systems Inc | Common Stock | 12961 | 301500 | |
| 942622200 | 942622200 | Watsco Inc | Common Stock | 17817 | 56000 | |
| 29415F104 | 29415F104 | Envista Holdings Corp | Common Stock | 10792 | 264000 | |
| 74762E102 | 74762E102 | Quanta Services Inc | Common Stock | 2802 | 16816 | |
| 461202103 | 461202103 | Intuit Inc | Common Stock | 2619 | 5875 | |
| 83417M104 | 83417M104 | SolarEdge Technologies Inc | Common Stock | 11812 | 38862 | |
| 01609W102 | 01609W102 | Alibaba Group Holding Ltd | ADR | 8426 | 82463 | |
| 89677Q107 | 89677Q107 | Trip.com Group Ltd | ADR | 188 | 5000 | |
| 48282T104 | 48282T104 | Kadant Inc | Common Stock | 10426 | 50000 | |
| 002824100 | 002824100 | Abbott Laboratories | Common Stock | 2894 | 28584 | |
| 630402105 | 630402105 | Napco Security Technologies In | Common Stock | 10519 | 279905 | |
| 426281101 | 426281101 | Jack Henry & Associates Inc | Common Stock | 12962 | 86000 | |
| 971378104 | 971378104 | WillScot Mobile Mini Holdings | Common Stock | 10782 | 230000 | |
| 594918104 | 594918104 | Microsoft Corp | Common Stock | 3932 | 13640 | |
| 64110W102 | 64110W102 | NetEase Inc | ADR | 3123 | 35316 | |
| 27579R104 | 27579R104 | East West Bancorp Inc | Common Stock | 11414 | 205658 | |
| 89531P105 | 89531P105 | Trex Co Inc | Common Stock | 1565 | 32163 | |
| 817565104 | 817565104 | Service Corp International/US | Common Stock | 21441 | 311733 | |
| 91879Q109 | 91879Q109 | Vail Resorts Inc | Common Stock | 10516 | 45000 | |
| 98980A105 | 98980A105 | ZTO Express Cayman Inc | ADR | 717 | 25000 | |
| 47215P106 | 47215P106 | JD.com Inc | ADR | 2597 | 59175 | |
| 30057T105 | 30057T105 | Evoqua Water Technologies Corp | Common Stock | 699 | 14058 | |
| 142339100 | 142339100 | Carlisle Cos Inc | Common Stock | 11530 | 51000 | |
| 773903109 | 773903109 | Rockwell Automation Inc | Common Stock | 3263 | 11121 | |
| 237266101 | 237266101 | Darling Ingredients Inc | Common Stock | 15567 | 266556 | |
| 388689101 | 388689101 | Graphic Packaging Holding Co | Common Stock | 17991 | 705806 | |
| 57636Q104 | 57636Q104 | Mastercard Inc | Common Stock | 1766 | 4860 | |
| 700215304 | 700215304 | Park City Group Inc | Common Stock | 2889 | 460000 | |
| 73278L105 | 73278L105 | Pool Corp | Common Stock | 20800 | 60742 | |
| 633707104 | 633707104 | National Bank Holdings Corp | Common Stock | 7278 | 217500 | |
| 892356106 | 892356106 | Tractor Supply Co | Common Stock | 2350 | 10000 | |
| 631103108 | 631103108 | Nasdaq Inc | Common Stock | 1816 | 33218 | |
| 044186104 | 044186104 | Ashland Inc | Common Stock | 10507 | 102300 | |
| 91324P102 | 91324P102 | UnitedHealth Group Inc | Common Stock | 2630 | 5565 | |
| 532457108 | 532457108 | Eli Lilly & Co | Common Stock | 2368 | 6894 | |
| 82900L102 | 82900L102 | Simply Good Foods Co/The | Common Stock | 12858 | 323300 | |
| 38526M106 | 38526M106 | Grand Canyon Education Inc | Common Stock | 1407 | 12351 | |
| 67066G104 | 67066G104 | NVIDIA Corp | Common Stock | 2504 | 9014 | |
| 902252105 | 902252105 | Tyler Technologies Inc | Common Stock | 13015 | 36700 | |
| 09073M104 | 09073M104 | Bio-Techne Corp | Common Stock | 10980 | 148000 | |
| 743606105 | 743606105 | Prosperity Bancshares Inc | Common Stock | 9843 | 160000 | |
| 81725T100 | 81725T100 | Sensient Technologies Corp | Common Stock | 7273 | 95000 | |
| 72703H101 | 72703H101 | Planet Fitness Inc | Common Stock | 11029 | 142000 | |
| 109194100 | 109194100 | Bright Horizons Family Solutio | Common Stock | 1346 | 17481 | |
| 759351604 | 759351604 | Reinsurance Group of America I | Common Stock | 11816 | 89000 | |
| 379463102 | 379463102 | Global Water Resources Inc | Common Stock | 5033 | 404900 | |
| 268150109 | 268150109 | Dynatrace Inc | Common Stock | 6768 | 160000 | |
| 60855R100 | 60855R100 | Molina Healthcare Inc | Common Stock | 9630 | 36000 | |
| 40415F101 | 40415F101 | HDFC Bank Ltd | ADR | 2974 | 44617 | |
| 03820C105 | 03820C105 | Applied Industrial Technologie | Common Stock | 13374 | 94100 | |
| 29786A106 | 29786A106 | Etsy Inc | Common Stock | 3006 | 27000 | |
| 117043109 | 117043109 | Brunswick Corp/DE | Common Stock | 12300 | 150000 | |
| 49338L103 | 49338L103 | Keysight Technologies Inc | Common Stock | 1969 | 12192 | |
| 45784P101 | 45784P101 | Insulet Corp | Common Stock | 4338 | 13600 | |
| 92511U102 | 92511U102 | Verra Mobility Corp | Common Stock | 11275 | 666333 | |
| 82982L103 | 82982L103 | SiteOne Landscape Supply Inc | Common Stock | 10813 | 79000 |