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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ArrowMark Colorado Holdings LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003450

Total Value
$5.55B
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1CARGURUS INCCARG3,743,449$125.3M2.26%
2RB GLOBAL INCRBA1,153,769$122.5M2.21%
3TRIMBLE INCTRMB1,507,829$114.6M2.06%
4ALIGHT INCALIT17,720,860$100.3M1.81%
5CHURCHILL DOWNS INCCHDN930,481$94.0M1.69%
6CERTARA INCCERT7,889,429$92.3M1.66%
7CHENIERE ENERGY INCLNG370,443$90.2M1.62%
8SPROUT SOCIAL INCSPT4,302,732$90.0M1.62%
9FEDERAL SIGNAL CORPFSS840,432$89.4M1.61%
10WAYSTAR HLDG CORPWAY2,113,716$86.4M1.56%
11KIRBY CORPKEX740,087$83.9M1.51%
12GLOBALFOUNDRIES INCGFS2,149,449$82.1M1.48%
13ALIGN TECHNOLOGY INCALGN422,463$80.0M1.44%
14DOXIMITY INCDOCS1,290,483$79.2M1.43%
15ACV AUCTIONS INCACVA4,861,403$78.9M1.42%
16EURONET WORLDWIDE INCEEFT775,819$78.7M1.42%
17DYNATRACE INCDT1,424,071$78.6M1.42%
18ALKAMI TECHNOLOGY INCALKT2,478,256$74.7M1.35%
19STERIS PLCSTE309,366$74.3M1.34%
20SENSATA TECHNOLOGIES HLDG PLST2,428,056$73.1M1.32%
21DRAFTKINGS INC NEWDKNG1,695,747$72.7M1.31%
22VISTRA CORPVST372,757$72.2M1.30%
23REMITLY GLOBAL INCRELY3,782,671$71.0M1.28%
24VERACYTE INCVCYT2,578,823$69.7M1.26%
25VIPER ENERGY INCVNOM1,819,489$69.4M1.25%
26ZIFF DAVIS INCZD2,134,291$64.6M1.16%
27CURTISS WRIGHT CORPCW129,951$63.5M1.14%
28BLACKBAUD INCBLKB984,780$63.2M1.14%
29SPDR GOLD TRGLD200,000$61.0M1.10%
30MERIT MED SYS INC589889104650,058$60.8M1.09%
31COOPER COS INC216648501852,175$60.6M1.09%
32GLOBUS MED INCGMED961,252$56.7M1.02%
33TRINET GROUP INCTNET740,693$54.2M0.98%
34STANDARDAERO INCSARO1,668,791$52.8M0.95%
35TANDEM DIABETES CARE INCTNDM2,699,549$50.3M0.91%
36WISDOMTREE INCWT4,340,892$50.0M0.90%
37ON SEMICONDUCTOR CORPON943,172$49.4M0.89%
38JBT MAREL CORPORATIONJBTM400,375$48.1M0.87%
39APPLIED INDL TECHNOLOGIES IN03820C105198,141$46.1M0.83%
40HALOZYME THERAPEUTICS INCHALO866,841$45.1M0.81%
41CORE & MAIN INCCNM746,923$45.1M0.81%
42LAS VEGAS SANDS CORPLVS1,009,675$43.9M0.79%
43MADRIGAL PHARMACEUTICALS INCMDGL144,808$43.8M0.79%
44IAC INCIAC1,166,049$43.5M0.78%
45PROGYNY INCPGNY1,891,583$41.6M0.75%
46MGM RESORTS INTERNATIONALMGM1,194,351$41.1M0.74%
47TURNING PT BRANDS INC90041L105540,408$40.9M0.74%
48CONSENSUS CLOUD SOLUTIONS INCCSI1,750,311$40.4M0.73%
49HEALTHEQUITY INCHQY382,706$40.1M0.72%
50MIDDLEBY CORPMIDD274,212$39.5M0.71%
51IRIDIUM COMMUNICATIONS INCIRDM1,296,544$39.1M0.70%
52MIRION TECHNOLOGIES INCMIR1,677,512$36.1M0.65%
53CIMPRESS PLCCMPR754,191$35.4M0.64%
54GENERAC HLDGS INCGNRC245,506$35.2M0.63%
55LEGEND BIOTECH CORPLEGN983,510$34.9M0.63%
56GFL ENVIRONMENTAL INCGFL686,806$34.7M0.62%
57BIO-TECHNE CORPTECH666,605$34.3M0.62%
58STEVANATO GROUP S P ASTVN1,305,610$31.9M0.57%
59JPMORGAN CHASE & CO.VYLD105,471$30.6M0.55%
60SALLY BEAUTY HLDGS INCSBH3,207,264$29.7M0.53%
61FIRST AMERN FINL CORP31847R102482,128$29.6M0.53%
62SPRINGWORKS THERAPEUTICS INC85205L107617,024$29.0M0.52%
63MONDAY COM LTDMNDY90,927$28.6M0.51%
64NUVALENT INCNUVL369,858$28.2M0.51%
65QUIDELORTHO CORPQDEL964,279$27.8M0.50%
66ELASTIC N VESTC327,570$27.6M0.50%
67TRANSMEDICS GROUP INCTMDX203,295$27.2M0.49%
68DECKERS OUTDOOR CORPDECK263,822$27.2M0.49%
69EXACT SCIENCES CORP30063P105484,328$25.7M0.46%
70HINGE HEALTH INCHNGE494,959$25.6M0.46%
71WELLS FARGO CO NEW949746101317,210$25.4M0.46%
72CHEWY INCCHWY595,692$25.4M0.46%
73SPDR SERIES TRUST78468R663275,956$25.3M0.46%
74N-ABLE INCNABL3,057,076$24.8M0.45%
75AGIOS PHARMACEUTICALS INCAGIO658,691$21.9M0.39%
76ZIPRECRUITER INCZIP4,212,263$21.1M0.38%
77RED ROCK RESORTS INCRRR399,328$20.8M0.37%
78KLAVIYO INCKVYO611,004$20.5M0.37%
79CELLEBRITE DI LTDCLBT1,264,283$20.2M0.36%
80SKECHERS U S A INC830566105313,989$19.8M0.36%
81PROCEPT BIOROBOTICS CORPPRCT342,194$19.7M0.35%
82BWX TECHNOLOGIES INCBWXT134,223$19.3M0.35%
83UNITEDHEALTH GROUP INCUNH61,065$19.1M0.34%
84CAMECO CORPCCJ255,289$19.0M0.34%
85EAGLE MATLS INC26969P10893,337$18.9M0.34%
86AXIS CAP HLDGS LTDG0692U109181,000$18.8M0.34%
87FOX FACTORY HLDG CORPFOXF716,825$18.6M0.33%
88FLOOR & DECOR HLDGS INCFND237,928$18.1M0.33%
89FIRST CTZNS BANCSHARES INC N31946M1039,160$17.9M0.32%
90AXOGEN INCAXGN1,625,908$17.6M0.32%
91TIMKEN COTKR240,370$17.4M0.31%
92TORO COTORO236,178$16.7M0.30%
93APOLLO GLOBAL MGMT INC03769M106114,655$16.3M0.29%
94AMPLITUDE INCAMPL1,260,597$15.6M0.28%
95MSA SAFETY INCMNESP92,162$15.4M0.28%
96ALIBABA GROUP HLDG LTDBBAAY135,500$15.4M0.28%
97CRESCENT ENERGY COMPANYCRGY1,760,555$15.1M0.27%
98SPORTRADAR GROUP AGSRAD538,108$15.1M0.27%
99BROOKFIELD RENEWABLE CORPBEPC444,300$14.6M0.26%
100DOLLAR TREE INCDLTR146,562$14.5M0.26%
101HONEST CO INCHNST2,848,546$14.5M0.26%
102BLUE OWL CAPITAL INCOWL751,395$14.4M0.26%
103PERRIGO CO PLCPRGO528,000$14.1M0.25%
104ABCELLERA BIOLOGICS INCABCL4,105,095$14.1M0.25%
105CAREDX INCCDNA719,207$14.1M0.25%
106ROYALTY PHARMA PLCRPRX389,448$14.0M0.25%
107CROWN HLDGS INCCCK133,642$13.8M0.25%
108HONEYWELL INTL INC43851610658,300$13.6M0.24%
109BETA BIONICS INCBBNX925,363$13.5M0.24%
110ORIC PHARMACEUTICALS INCORIC1,278,454$13.0M0.23%
111ENVISTA HOLDINGS CORPORATIONNVST663,643$13.0M0.23%
112CACI INTL INC12719030427,072$12.9M0.23%
113KINIKSA PHARMACEUTICALS INTLG52694109465,899$12.9M0.23%
114EVERGY INCEVRG184,000$12.7M0.23%
115SOUTHWEST AIRLS CO844741108372,700$12.1M0.22%
116BROOKFIELD CORP11271J107191,352$11.8M0.21%
117PHREESIA INCPHR415,744$11.8M0.21%
118NPK INTERNATIONAL INCNPKI1,354,730$11.5M0.21%
119CLEAR SECURE INCYOU400,000$11.1M0.20%
120ADVANCED MICRO DEVICES INCAMD77,000$10.9M0.20%
121TEXAS CAP BANCSHARES INC88224Q107136,000$10.8M0.19%
122ZENAS BIOPHARMA INCZBIO1,094,338$10.6M0.19%
123RANPAK HOLDINGS CORPPACK2,885,876$10.3M0.19%
124REGAL REXNORD CORPORATIONRRX69,600$10.1M0.18%
125TARGET CORPTGT100,934$10.0M0.18%
126LPL FINL HLDGS INC50212V10025,835$9.7M0.17%
127ARCHER DANIELS MIDLAND COADM182,438$9.6M0.17%
128HEICO CORP NEWHEI-A35,667$9.2M0.17%
129GEO GROUP INC NEWGEO385,000$9.2M0.17%
130FIRST WATCH RESTAURANT GROUPFWRG572,132$9.2M0.17%
131NLIGHT INCLASR464,717$9.1M0.16%
132LIVERAMP HLDGS INCRAMP274,314$9.1M0.16%
133CHUBB LIMITEDCB30,585$8.9M0.16%
134BROOKFIELD INFRAST PARTNERSG16252101263,225$8.8M0.16%
135NEUROGENE INCNGNE585,397$8.8M0.16%
136NEW GOLD INC CDA6445351061,768,000$8.8M0.16%
137VICI PPTYS INC925652109268,000$8.7M0.16%
138UNIVERSAL INS HLDGS INC91359V107314,000$8.7M0.16%
139ANGI INCANGI569,729$8.7M0.16%
140VOYAGER TECHNOLOGIES INCVOYG221,207$8.7M0.16%
141CEVA INCCEVA395,000$8.7M0.16%
142NIKE INCNKE122,054$8.7M0.16%
143INTERNATIONAL MNY EXPRESS ININTR851,401$8.6M0.15%
144PAGERDUTY INCPD557,888$8.5M0.15%
145SUN CMNTYS INC86667410467,288$8.5M0.15%
146PEDIATRIX MEDICAL GROUP INCMD589,292$8.5M0.15%
147GENIUS SPORTS LIMITEDGENI787,803$8.2M0.15%
148CALIFORNIA RES CORPCRC178,000$8.1M0.15%
149ASURE SOFTWARE INCASUR804,243$7.8M0.14%
150LIBERTY MEDIA CORP DELFWONB75,108$7.8M0.14%
151ALLEGRO MICROSYSTEMS INCALGM227,377$7.8M0.14%
152STONERIDGE INCSRI1,098,742$7.7M0.14%
153CONSTELLIUM SECSTM578,913$7.7M0.14%
154MURPHY USA INCMUSA18,863$7.7M0.14%
155TENET HEALTHCARE CORPTHC43,400$7.6M0.14%
156CG ONCOLOGY INCCGON293,006$7.6M0.14%
157BLACKSTONE INCBX50,700$7.6M0.14%
158KADANT INCKAI23,865$7.6M0.14%
159DYNE THERAPEUTICS INCDYN770,225$7.3M0.13%
160DIGITALBRIDGE GROUP INCDBRG-PJ707,121$7.3M0.13%
161KKR & CO INCKKRT54,400$7.2M0.13%
162FORRESTER RESH INC346563109724,125$7.2M0.13%
163SWEETGREEN INCSG481,666$7.2M0.13%
164TITAN MACHY INCKMCM360,940$7.2M0.13%
165BYRNA TECHNOLOGIES INCBYRN230,603$7.1M0.13%
166CHIME FINL INC16935C109200,000$6.9M0.12%
167PLAYAGS INC72814N104550,100$6.9M0.12%
168CRANE NXT COCXT123,430$6.7M0.12%
169VSE CORPVSECU50,000$6.5M0.12%
170WALKER & DUNLOP INCWD92,642$6.5M0.12%
171PLANET LABS PBCPL-WT1,064,958$6.5M0.12%
172NEWAMSTERDAM PHARMA COMPANYNAMSW358,614$6.5M0.12%
173CONSOLIDATED WATER CO INCCWCO212,837$6.4M0.12%
174KORNIT DIGITAL LTDKRNT317,000$6.3M0.11%
175PURE CYCLE CORPPCYO588,507$6.3M0.11%
176ADEIA INCADEA444,000$6.3M0.11%
177STRUCTURE THERAPEUTICS INCGPCR298,937$6.2M0.11%
178BLACKBERRY LTDBB1,346,833$6.2M0.11%
179MONTROSE ENVIRONMENTAL GROUPMEG276,644$6.1M0.11%
180EOG RES INCEOG48,825$5.8M0.11%
181SIX FLAGS ENTERTAINMENT CORPFUN191,000$5.8M0.10%
182AMERICAN SUPERCONDUCTOR CORPAMSC156,432$5.7M0.10%
183LUCKY STRIKE ENTERTAINMENT CLUCK578,803$5.3M0.10%
1848X8 INC NEW2829141002,604,788$5.1M0.09%
185TRANSCAT INCTRNS58,712$5.0M0.09%
186V F CORPVFC423,975$5.0M0.09%
187KNIGHT-SWIFT TRANSN HLDGS IN499049104110,813$4.9M0.09%
188US BANCORP DELUSB-PS105,510$4.8M0.09%
189APOGEE THERAPEUTICS INCAPGE109,410$4.8M0.09%
190BRIDGEBIO PHARMA PIPE SHARESBBIO110,011$4.8M0.09%
191U HAUL HOLDING COMPANYUHAL-B75,800$4.6M0.08%
192DENISON MINES CORPDNN2,499,000$4.5M0.08%
193PURSUIT ATTRACTIONS AND HOSP92552R406153,486$4.4M0.08%
194I3 VERTICALS INCIIIV159,801$4.4M0.08%
195AMBARELLA INCAMBA65,000$4.3M0.08%
196INFINITY NAT RES INC456941103234,027$4.3M0.08%
197NEOGEN CORPNEOG869,000$4.2M0.07%
198ARROWMARK FINANCIAL CORPBANX196,889$4.1M0.07%
199MERCURY GENL CORP NEW58940010060,650$4.1M0.07%
200LIBERTY MEDIA CORP DELFWONB40,724$3.9M0.07%
201ZEVIA PBCZVIA1,200,000$3.9M0.07%
202NEXGEN ENERGY LTDNXE536,655$3.7M0.07%
203CS DISCO INCLAW849,087$3.7M0.07%
204VALVOLINE INCVVV95,990$3.6M0.07%
205TANGO THERAPEUTICS INCTNGX708,385$3.6M0.07%
206NURIX THERAPEUTICS INCNRIX314,762$3.6M0.06%
207EVERI HLDGS INCEVEX-WT241,693$3.4M0.06%
208PMV PHARMACEUTICALS INCPMVP3,188,116$3.4M0.06%
209CLARUS CORP NEWCLAR971,647$3.4M0.06%
210SIRIUSXM HOLDINGS INC829933100144,827$3.3M0.06%
211DIGITAL RLTY TR INC25386810318,817$3.3M0.06%
212WEYERHAEUSER CO MTN BEWY121,737$3.1M0.06%
213ADVANCED DRAIN SYS INC DEL00790R10427,000$3.1M0.06%
214INSMED INCINSM30,000$3.0M0.05%
215MAMAS CREATIONS INC56146T103350,000$2.9M0.05%
216PARSONS CORP DELPSN40,000$2.9M0.05%
217HILLMAN SOLUTIONS CORPHLMN391,000$2.8M0.05%
218BROOKFIELD ASSET MANAGMT LTD11300410548,844$2.7M0.05%
219CORSAIR GAMING INCCRSR273,000$2.6M0.05%
220LIVE NATION ENTERTAINMENT INLYV16,600$2.5M0.05%
221PROQR THRAPEUTICS N VN715421091,199,638$2.4M0.04%
222OCCIDENTAL PETE CORP67459910556,550$2.4M0.04%
223PINTEREST INCPINS65,417$2.3M0.04%
224D R HORTON INC23331A10918,100$2.3M0.04%
225NAVITAS SEMICONDUCTOR CORPNVTS353,000$2.3M0.04%
226VIGIL NEUROSCIENCE INC92673K108289,460$2.3M0.04%
227TECHTARGET INCTTGT286,088$2.2M0.04%
228BROOKFIELD INFRASTRUCTURE COBIPC53,181$2.2M0.04%
229MATCH GROUP INC NEWMTCH71,001$2.2M0.04%
230AIRBNB INCABNB15,000$2.0M0.04%
2314D MOLECULAR THERAPEUTICS INFDMT514,614$1.9M0.03%
232RELAY THERAPEUTICS INCRLAY541,124$1.9M0.03%
233SANA BIOTECHNOLOGY INCSANA685,125$1.9M0.03%
234SHOPIFY INCSHOP16,000$1.8M0.03%
235KENVUE INCKVUE79,957$1.7M0.03%
236LAMB WESTON HLDGS INCLW31,200$1.6M0.03%
237NCS MULTISTAGE HLDGS INCNCSM53,989$1.6M0.03%
238ELECTRONIC ARTS INCEA9,900$1.6M0.03%
239PAYPAL HLDGS INCPYPL21,203$1.6M0.03%
240DANAHER CORPORATION2358511027,903$1.6M0.03%
241VISA INCV4,224$1.5M0.03%
242SCHWAB CHARLES CORPSCHW-PJ15,850$1.4M0.03%
243PDF SOLUTIONS INCPDFS65,000$1.4M0.03%
244BOSTON OMAHA CORPBOC97,642$1.4M0.02%
245JANUS DETROIT STR TR47103U84526,474$1.3M0.02%
246VAXCYTE INCPCVX40,000$1.3M0.02%
247INTERCONTINENTAL EXCHANGE IN45866F1046,903$1.3M0.02%
248AMAZON COM INCAMZN5,725$1.3M0.02%
249BANK AMERICA CORP06050510426,350$1.2M0.02%
250CHENIERE ENERGY PARTNERS LPLNG21,227$1.2M0.02%
251MICROSOFT CORPMSFT2,290$1.1M0.02%
252IMMUNOVANT INCIMVT70,000$1.1M0.02%
253CITIGROUP INCC-PR13,030$1.1M0.02%
254VIKING THERAPEUTICS INCVKTX39,898$1.1M0.02%
255TERRENO RLTY CORP88146M10117,142$961,1520.02%
256PHILLIPS 66PSX7,700$918,6100.02%
257COMCAST CORP NEWCCZ25,000$892,2500.02%
258MATSON INCMATX7,775$865,7460.02%
259ARES MANAGEMENT CORPORATIONARES-PB4,998$865,6540.02%
260CHEVRON CORP NEWCVX5,888$843,1030.02%
261ENTERGY CORP NEWENO9,942$826,3790.01%
262CANADIAN PACIFIC KANSAS CITYCP9,898$784,6140.01%
263LIBERTY BROADBAND CORPLBRDP7,924$779,5630.01%
264ADT INC DELADT81,800$692,8460.01%
265AMERICAN TOWER CORP NEW03027X1003,098$684,7200.01%
266EQUINIX INCEQIX845$672,1720.01%
267INTERNATIONAL FLAVORS&FRAGRA4595061018,200$603,1100.01%
268PACIFIC BIOSCIENCES CALIF IN69404D108468,382$580,7940.01%
269ENSTAR GROUP LIMITEDG3075P1011,685$566,7670.01%
270HOWARD HUGHES HOLDINGS INCHHH7,740$522,4500.01%
271INHIBRX BIOSCIENCES INCINBX36,206$516,6600.01%
272DISNEY WALT CO2546871064,151$514,7660.01%
273CELLDEX THERAPEUTICS INC NEWCLDX25,000$508,7500.01%
274ZOOM COMMUNICATIONS INCZM6,500$506,8700.01%
275SURROZEN INCSRZNW55,123$492,8000.01%
276COSTCO WHSL CORP NEW22160K105493$488,0400.01%
277INTERACTIVE BROKERS GROUP IN45841N1078,800$487,6080.01%
278DOLE PLCDOLE34,545$483,2850.01%
279HOME DEPOT INCHD1,201$440,3350.01%
280NVIDIA CORPORATIONNVDA2,690$424,9930.01%
281SEAPORT ENTMT GROUP INCSE21,270$396,6860.01%
282DIANTHUS THERAPEUTICS INCDNTH20,788$387,2800.01%
283S&P GLOBAL INCSPGI731$385,4490.01%
284INTREPID POTASH INCIPI10,150$362,6600.01%
285JOHNSON & JOHNSONJNJ2,304$351,9360.01%
286ILLUMINA INCILMN3,500$333,9350.01%
287PLIANT THERAPEUTICS INCPLRX281,189$326,1790.01%
288C4 THERAPEUTICS INCCCCC204,505$292,4420.01%
289VERIZON COMMUNICATIONS INCVZ6,108$264,2930.00%
290FLUTTER ENTMT PLCG3643J108910$260,0420.00%
291ISHARES TR464287614610$258,9940.00%
292COSTAR GROUP INCCSGP3,141$252,5360.00%
293ATLANTA BRAVES HLDGS INCBATRB4,963$232,1200.00%
294CSX CORPCSX7,020$229,0630.00%
295QUALCOMM INCQCOM1,400$222,9640.00%
296ALEXANDRIA REAL ESTATE EQ IN0152711093,059$222,1750.00%
297MADISON SQUARE GARDEN ENTMT5582561035,140$205,4460.00%
29810X GENOMICS INCTXG16,143$186,9360.00%
299MAXCYTE INCMXCT83,659$182,3770.00%
300LIBERTY GLOBAL LTDLBTYK10,000$100,1000.00%
301SURROZEN INCSRZNW108,333$1,9610.00%