FRONTIER CAPITAL MANAGEMENT CO LLC
Q3 2025 13F-HR Holdings
Net value change ($000)
+353,469
(3.3%)
New positions
24
Sold out positions
21
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
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)
| TER | 143,339 | 270.3% |
| RCL | 114,512 | NEW |
| BLDR | 86,337 | 123.1% |
| ENTG | 83,815 | 157.6% |
| COHR | 82,632 | 127.0% |
| FTAI | 57,428 | 23.3% |
| MPWR | 53,749 | 55.3% |
| EXP | 52,107 | 31.1% |
| CGNX | 47,017 | 964.1% |
| CELH | 44,467 | 168.4% |
Top Reduces (Value $000, Stocks/ETFs)
| MAT | -93,152 | -52.6% |
| INSP | -77,915 | -86.6% |
| TWLO | -71,829 | -79.0% |
| ATI | -65,721 | -34.2% |
| MRC GLOBAL INC. | -61,053 | -100.0% |
| BFAM | -58,646 | -90.6% |
| PINNACLE FINANCIAL PARTNERS INC | -58,405 | -100.0% |
| ALGM | -54,735 | -67.7% |
| CRS | -51,202 | -56.8% |
| KNX | -49,431 | -64.8% |
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|