HoldingsChannel.com
Advantage Alpha Capital Partners LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
HMS HLDGS CORP 231,799 +81,837 $5,858
     HMSY231,799+81,837$5,858
NATIONAL INSTRS CORP 175,872 -54,122 $5,818
     NATI175,872-54,122$5,818
RITCHIE BROS AUCTIONEERS 160,966 -27,918 $5,502
     RBA160,966-27,918$5,502
NORDSON CORP 37,785 +6,207 $5,104
     NDSN37,785+6,207$5,104
LIVERAMP HLDGS INC 150,758 +56,640 $4,963
     RAMP150,758+56,640$4,963
CATALENT INC 95,456 +8,919 $4,959
     CTLT95,456+8,919$4,959
LPL FINL HLDGS INC 91,023 +49,963 $4,954
     LPLA91,023+49,963$4,954
EVERBRIDGE INC 45,067 +2,438 $4,793
     EVBG45,067+2,438$4,793
SLM CORP 665,532 -63,413 $4,785
     SLM665,532-63,413$4,785
LINCOLN ELEC HLDGS INC 69,139 -3,833 $4,771
     LECO69,139-3,833$4,771
COUPA SOFTWARE INC 33,823 +8,774 $4,726
     COUP33,823+8,774$4,726
LITTELFUSE INC 35,103 -507 $4,683
     LFUS35,103-507$4,683
CLEAN HARBORS INC 90,874 +25,784 $4,665
     CLH90,874+25,784$4,665
KIRBY CORP 106,183 +47,267 $4,616
     KEX106,183+47,267$4,616
GRAND CANYON ED INC 59,989 -1,372 $4,576
     LOPE59,989-1,372$4,576
CONSTRUCTION PARTNERS INC 267,953 +166,437 $4,526
     ROAD267,953+166,437$4,526
ENCOMPASS HEALTH CORP 70,005 -30,717 $4,482
     EHC70,005-30,717$4,482
REALPAGE INC 83,594 -29,846 $4,425
     RP83,594-29,846$4,425
FIRST AMERN FINL CORP 100,551 +3,304 $4,264
     FAF100,551+3,304$4,264
FLIR SYS INC 129,491 +30,485 $4,129
     FLIR129,491+30,485$4,129
MEDALLIA INC 204,354 +161,896 $4,095
     MDLA204,354+161,896$4,095
STAMPS COM INC 31,141 -18,805 $4,051
     STMP31,141-18,805$4,051
HEALTHEQUITY INC 79,254 -27,387 $4,009
     HQY79,254-27,387$4,009
BIO TECHNE CORP 20,637 +20,637 $3,913
     TECH20,637+20,637$3,913
FIRSTCASH INC 52,938 +1,988 $3,798
     FCFS52,938+1,988$3,798
CARTERS INC 57,382 +12,986 $3,772
     CRI57,382+12,986$3,772
REXNORD CORP 164,187 +18,373 $3,722
     RXN164,187+18,373$3,722
VARONIS SYS INC 58,292 +16,114 $3,711
     VRNS58,292+16,114$3,711
ESCO TECHNOLOGIES INC 48,200 +48,200 $3,659
     ESE48,200+48,200$3,659
TELADOC HEALTH INC 22,919 -17,384 $3,553
     TDOC22,919-17,384$3,553
WATSCO INC 22,143 +2,043 $3,499
     WSO22,143+2,043$3,499
CARGURUS INC 183,397 +100,482 $3,474
     CARG183,397+100,482$3,474
UNIVAR SOLUTIONS INC 319,581 +162,976 $3,426
     UNVR319,581+162,976$3,426
ALBANY INTL CORP 72,358 +30,909 $3,425
     AIN72,358+30,909$3,425
BALCHEM CORP 34,395 +3,605 $3,395
     BCPC34,395+3,605$3,395
APPIAN CORP 84,251 +84,251 $3,389
     APPN84,251+84,251$3,389
DARLING INGREDIENTS INC 172,449 -91,242 $3,306
     DAR172,449-91,242$3,306
WATTS WATER TECHNOLOGIES INC 38,602 -6,498 $3,268
     WTS38,602-6,498$3,268
LANDSTAR SYS INC 33,302 +882 $3,192
     LSTR33,302+882$3,192
GRACO INC 64,446 -66,301 $3,140
     GGG64,446-66,301$3,140
NEOGEN CORP 46,666 +46,666 $3,126
     NEOG46,666+46,666$3,126
WATSCO INC 307,624 -66,187 $3,116
     WSC307,624-66,187$3,116
BLACKBAUD INC 55,556 +21,621 $3,086
     BLKB55,556+21,621$3,086
FOCUS FINL PARTNERS INC 133,391 +47,853 $3,069
     FOCS133,391+47,853$3,069
COGENT COMMUNICATIONS HLDGS 36,275 -29,980 $2,973
     CCOI36,275-29,980$2,973
SAILPOINT TECHNLGIES HLDGS I 193,301 +97,963 $2,942
     SAIL193,301+97,963$2,942
RADNET INC 279,763 +49,384 $2,940
     RDNT279,763+49,384$2,940
BLACKLINE INC 54,254 -11,007 $2,854
     BL54,254-11,007$2,854
ALARM COM HLDGS INC 72,306 +4,845 $2,813
     ALRM72,306+4,845$2,813
OMNICELL INC 42,593 +7,105 $2,793
     OMCL42,593+7,105$2,793

See Full List: All Stocks Held By Advantage Alpha Capital Partners LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Advantage Alpha Capital Partners LP

Size ($ in 1000's)
At 03/31/2020: $280,594
At 12/31/2019: $370,765

Advantage Alpha Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advantage Alpha Capital Partners LP 13F filings. Link to 13F filings: SEC filings

Advantage Alpha Capital Partners LP Top Holdings 13F Filings | www.HoldingsChannel.com

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