HoldingsChannel.com
Friess Associates LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
Amazon.com Inc. 19,557 +1,766 $53,954
     AMZN19,557+1,766$53,954
Tandem Diabetes Care Inc. 424,767 -153,592 $42,018
     TNDM424,767-153,592$42,018
Microsoft Corp. 202,410 +62,410 $41,192
     MSFT202,410+62,410$41,192
Apple Inc. 96,000 -4,000 $35,021
     AAPL96,000-4,000$35,021
Dollar Tree Inc. 343,676 +343,676 $31,852
     DLTR343,676+343,676$31,852
Electronic Arts Inc. 185,243 -68,164 $24,461
     EA185,243-68,164$24,461
Adobe Inc. 55,434 -4,000 $24,131
     ADBE55,434-4,000$24,131
SVMK Inc. 943,664 -114,111 $22,214
     SVMK943,664-114,111$22,214
BioMarin Pharmaceutical Inc. 170,476 -85,319 $21,027
     BMRN170,476-85,319$21,027
Spotify Technology SA 81,000 +81,000 $20,913
     SPOT81,000+81,000$20,913
The Trade Desk Inc. 51,400 +51,400 $20,894
     TTD51,400+51,400$20,894
Salesforce.com Inc. 108,525 UNCH $20,330
     CRM108,525UNCH$20,330
Activision Blizzard Inc. 254,462 +14,462 $19,314
     ATVI254,462+14,462$19,314
Mastercard Inc. 63,528 +11,317 $18,785
     MA63,528+11,317$18,785
Netflix Inc. 41,222 -18,415 $18,758
     NFLX41,222-18,415$18,758
Booz Allen Hamilton Holding Co 226,478 -19,618 $17,618
     BAH226,478-19,618$17,618
Fiserv Inc. 179,009 -16,123 $17,475
     FISV179,009-16,123$17,475
Thermo Fisher Scientific Inc. 48,034 UNCH $17,405
     TMO48,034UNCH$17,405
Pool Corp. 64,000 +64,000 $17,400
     POOL64,000+64,000$17,400
Booking Holdings Inc. 10,814 +10,814 $17,220
     BKNG10,814+10,814$17,220
The Walt Disney Co. 151,406 +151,406 $16,883
     DIS151,406+151,406$16,883
Advanced Micro Devices Inc. 319,339 -43,723 $16,800
     AMD319,339-43,723$16,800
Zscaler Inc. 152,366 +152,366 $16,684
     ZS152,366+152,366$16,684
Generac Holdings Inc. 135,000 +135,000 $16,461
     GNRC135,000+135,000$16,461
Zoetis Inc. 116,779 -10,698 $16,003
     ZTS116,779-10,698$16,003
Global Payments Inc. 91,900 -100,227 $15,588
     GPN91,900-100,227$15,588
Exact Sciences Corp. 177,662 -102,581 $15,446
     EXAS177,662-102,581$15,446
Twitter Inc. 505,779 -46,377 $15,067
     TWTR505,779-46,377$15,067
Dollar General Corp. 78,000 +78,000 $14,860
     DG78,000+78,000$14,860
Slack Technologies Inc. 470,000 +470,000 $14,612
     WORK470,000+470,000$14,612
Enphase Energy Inc. 305,000 +168,000 $14,509
     ENPH305,000+168,000$14,509
L3Harris Technologies Inc. 84,323 +776 $14,307
     LHX84,323+776$14,307
Uber Technologies Inc. 459,000 +459,000 $14,266
     UBER459,000+459,000$14,266
Sun Communities Inc. 105,000 +105,000 $14,246
     SUI105,000+105,000$14,246
First American Financial Corp. 295,200 +295,200 $14,176
     FAF295,200+295,200$14,176
CME Group Inc. 85,077 UNCH $13,828
     CME85,077UNCH$13,828
UFP Industries Inc. 273,000 -53,125 $13,516
     UFPI273,000-53,125$13,516
Papa John s International Inc. 169,968 -113,752 $13,497
     PZZA169,968-113,752$13,497
YETI Holdings Inc. 308,311 +308,311 $13,174
     YETI308,311+308,311$13,174
Lumentum Holdings Inc. 159,845 -67,900 $13,016
     LITE159,845-67,900$13,016
ACADIA Pharmaceuticals Inc. 267,164 +93,190 $12,949
     ACAD267,164+93,190$12,949
Knowles Corp. 835,000 +835,000 $12,742
     KN835,000+835,000$12,742
Chegg Inc. 187,000 +187,000 $12,578
     CHGG187,000+187,000$12,578
Allegiant Travel Co. 115,000 +115,000 $12,559
     ALGT115,000+115,000$12,559
Chewy Inc. 279,100 +279,100 $12,473
     CHWY279,100+279,100$12,473
Hill Rom Holdings Inc. 107,200 -12,300 $11,768
     HRC107,200-12,300$11,768
frontdoor Inc. 262,686 +262,686 $11,645
     FTDR262,686+262,686$11,645
Corning Inc. 445,000 +445,000 $11,525
     GLW445,000+445,000$11,525
Crocs Inc. 294,520 +257,750 $10,844
     CROX294,520+257,750$10,844
Addus HomeCare Corp. 117,102 -26,508 $10,839
     ADUS117,102-26,508$10,839

See Full List: All Stocks Held By Friess Associates LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Friess Associates LLC

Size ($ in 1000's)
At 06/30/2020: $1,071,638
At 03/31/2020: $1,002,996

Combined Holding Report Includes:
FRIESS ASSOCIATES LLC
AMG Funds LLC

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

Friess Associates LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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