ArrowMark Colorado Holdings LLC

Q2 2023 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2023
Date filed
8/14/2023
Form type
13F-HR
Num holdings
303
Total value ($000)
$9,112,354
Net value change ($000)
+311,995 (3.5%)
New positions
18
Sold out positions
20
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RBA 269,900 NEW
MATX 59,913 54.0%
EYE 53,982 NEW
IAC 47,482 21582.7%
Syneos Health, Inc. 46,948 976.3%
ALIT 39,395 18.1%
POOL 37,060 3608.6%
LPLA 34,189 36.5%
BJ 34,057 NEW
CARG 32,032 18.3%
Top Reduces (Value $000, Stocks/ETFs)
RBA -244,868 -100.0%
MOMENTIVE GLOBAL INC. -88,679 -100.0%
MMSI -63,881 -29.5%
Qualtrics International Inc. -57,268 -100.0%
FTDR -55,681 -40.6%
CERT -54,242 -42.0%
Catalent, Inc. -43,316 -100.0%
TNET -38,519 -100.0%
Sumo Logic, Inc. -31,976 -100.0%
FWRD -30,551 -23.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 50 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type