HoldingsChannel.com
Formula Growth Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TREEHOUSE FOODS INC 732,642 +412,642 $32,346
     THS732,642+412,642$32,346
NUANCE COMMUNICATIONS INC 1,536,500 -155,000 $25,782
     NUAN1,536,500-155,000$25,782
OWENS CORNING NEW 534,800 +73,510 $20,756
     OC534,800+73,510$20,756
DROPBOX INC 933,800 -238,200 $16,902
     DBX933,800-238,200$16,902
EDGEWELL PERS CARE CO 602,796 +377,730 $14,515
     EPC602,796+377,730$14,515
PAGSEGURO DIGITAL LTD 719,187 +264,443 $13,902
     PAGS719,187+264,443$13,902
NOKIA CORP 4,432,450 +262,450 $13,741
     NOK4,432,450+262,450$13,741
VONAGE HLDGS CORP 1,856,220 +10,000 $13,420
     VG1,856,220+10,000$13,420
CORNERSTONE ONDEMAND INC 400,000 +400,000 $12,700
     CSOD400,000+400,000$12,700
FACEBOOK INC 69,487 -513 $11,590
     FB69,487-513$11,590
INSPERITY INC 297,367 +297,367 $11,092
     NSP297,367+297,367$11,092
TOLL BROTHERS INC 567,579 +567,579 $10,926
     TOL567,579+567,579$10,926
CEMEX SAB DE CV 5,019,891 +278,905 $10,642
     CX5,019,891+278,905$10,642
BUILDERS FIRSTSOURCE INC 856,651 +47,010 $10,477
     BLDR856,651+47,010$10,477
GREEN DOT CORP 409,960 -572,501 $10,409
     GDOT409,960-572,501$10,409
UBER TECHNOLOGIES INC 349,135 -730,865 $9,748
     UBER349,135-730,865$9,748
EVOLENT HEALTH INC 1,694,025 -214,000 $9,199
     EVH1,694,025-214,000$9,199
UNDER ARMOUR INC 1,140,000 -200,000 $9,188
     UA1,140,000-200,000$9,188
GMS INC 580,747 +54,085 $9,135
     GMS580,747+54,085$9,135
TWILIO INC 98,312 -55,000 $8,798
     TWLO98,312-55,000$8,798
PINTEREST INC 537,000 +37,000 $8,291
     PINS537,000+37,000$8,291
ADVANCE AUTO PARTS INC 83,800 +83,800 $7,820
     AAP83,800+83,800$7,820
KAR AUCTION SVCS INC 623,186 -1,560 $7,478
     KAR623,186-1,560$7,478
KIRBY CORP 170,960 +160,960 $7,432
     KEX170,960+160,960$7,432
VOYA FINANCIAL INC 170,000 +170,000 $6,894
     VOYA170,000+170,000$6,894
AXOS FINL INC 317,375 +249,255 $5,754
     AX317,375+249,255$5,754
MR COOPER GROUP INC 777,204 +47,690 $5,697
     COOP777,204+47,690$5,697
ZUORA INC 704,261 -250,000 $5,669
     ZUO704,261-250,000$5,669
INFINERA CORPORATION 1,000,000 -200,000 $5,300
     INFN1,000,000-200,000$5,300
RINGCENTRAL INC 23,561 -3,520 $4,993
     RNG23,561-3,520$4,993
INDEPENDENT BK GROUP INC 193,000 +193,000 $4,570
     IBTX193,000+193,000$4,570
ZENDESK INC 70,000 -80,000 $4,481
     ZEN70,000-80,000$4,481
KRAFT HEINZ CO 175,000 +175,000 $4,330
     KHC175,000+175,000$4,330
NEW RELIC INC 91,000 +91,000 $4,208
     NEWR91,000+91,000$4,208
HARSCO CORP 600,000 +600,000 $4,182
     HSC600,000+600,000$4,182
SS&C TECHNOLOGIES HLDGS INC 90,200 -6,000 $3,953
     SSNC90,200-6,000$3,953
QUANTA SVCS INC 123,880 -6,120 $3,931
     PWR123,880-6,120$3,931
TELADOC HEALTH INC 24,938 -12,780 $3,866
     TDOC24,938-12,780$3,866
ELECTRONIC ARTS INC 36,000 UNCH $3,606
     EA36,000UNCH$3,606
WW INTL INC 210,000 +210,000 $3,551
     WW210,000+210,000$3,551
CASA SYS INC 1,000,000 +1,000,000 $3,500
     CASA1,000,000+1,000,000$3,500
ALIBABA GROUP HLDG LTD 17,647 +1,040 $3,432
     BABA17,647+1,040$3,432
REALOGY HLDGS CORP 1,127,225 +361,540 $3,393
     RLGY1,127,225+361,540$3,393
STERICYCLE INC 68,319 +68,319 $3,319
     SRCL68,319+68,319$3,319
COSTAR GROUP INC 5,500 UNCH $3,230
     CSGP5,500UNCH$3,230
LYFT INC 119,570 -165,430 $3,210
     LYFT119,570-165,430$3,210
CARS COM INC 705,000 +56,828 $3,032
     CARS705,000+56,828$3,032
MAGNA INTL INC 95,000 +95,000 $3,032
     MGA95,000+95,000$3,032
FORTRESS TRANS INFRST INVS L 369,377 -1,375 $3,029
     FTAI369,377-1,375$3,029
XPO LOGISTICS INC 60,000 -10,000 $2,925
     XPO60,000-10,000$2,925

See Full List: All Stocks Held By Formula Growth Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Formula Growth Ltd.

Size ($ in 1000's)
At 03/31/2020: $521,636
At 12/31/2019: $792,615

Formula Growth Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Formula Growth Ltd. 13F filings. Link to 13F filings: SEC filings

Formula Growth Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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