ArrowMark Colorado Holdings LLC

Q4 2023 13F-HR Holdings

Location
Denver, CO
Holdings as of
12/31/2023
Date filed
2/14/2024
Form type
13F-HR
Num holdings
308
Total value ($000)
$9,059,836
Net value change ($000)
+841,513 (10.2%)
New positions
24
Sold out positions
24
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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)
VNOM Sub, Inc. 104,785 NEW
CARG 62,662 41.3%
MMSI 58,463 54.1%
DOCS 57,837 96.1%
EEFT 54,563 34.9%
TNDM 52,930 156.2%
OKTA 45,590 41.2%
ALIT 45,383 20.2%
EYE 44,031 110.7%
ALGN 42,075 1837.3%
Top Reduces (Value $000, Stocks/ETFs)
HSIC -98,288 -62.9%
VNOM Sub, Inc. -84,259 -100.0%
TNC -73,223 -100.0%
GOOS -56,012 -100.0%
FTDR -54,929 -100.0%
LPLA -53,499 -33.1%
MNDY -51,237 -100.0%
LOPE -46,059 -55.3%
JBTM -43,035 -78.7%
Heritage-Crystal Clean, Inc. -38,607 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 70 (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