13F HOLDINGS REPORT
EVR Research LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001963212-25-000001
Total Value
$298.6M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUCHBASE ORD | 22207T101 | 2,590,000 | $40.4M | 13.52% |
| 2 | WORLD KINECT ORD | WKC | 710,000 | $19.5M | 6.54% |
| 3 | JAMF HOLDING ORD | 47074L105 | 1,310,000 | $18.4M | 6.16% |
| 4 | CARMAX ORD | KMX | 200,000 | $16.4M | 5.48% |
| 5 | BLUE BIRD ORD | BLBD | 410,000 | $15.8M | 5.30% |
| 6 | ALIGHT CL A ORD | ALIT | 2,280,000 | $15.8M | 5.28% |
| 7 | GLOBAL PAYMENTS ORD | 37940X102 | 120,000 | $13.4M | 4.50% |
| 8 | ORION ORD | OEC | 800,000 | $12.6M | 4.23% |
| 9 | OPEN LENDING ORD | LPRO | 2,030,000 | $12.1M | 4.06% |
| 10 | VICTORIA S SECRET ORD | 926400102 | 280,000 | $11.6M | 3.88% |
| 11 | INGEVITY ORD | NGVT | 280,000 | $11.4M | 3.82% |
| 12 | NEWELL BRANDS ORD | NWL | 1,100,000 | $11.0M | 3.67% |
| 13 | SMARTSHEET CL A ORD | 83200N103 | 193,982 | $10.9M | 3.64% |
| 14 | GATES INDUSTRIAL ORD | G39108108 | 480,000 | $9.9M | 3.31% |
| 15 | C3 AI CL A ORD | AI | 257,900 | $8.9M | 2.97% |
| 16 | ECOVYST ORD | ECVT | 1,000,000 | $7.6M | 2.56% |
| 17 | SUNRUN ORD | RUN | 800,000 | $7.4M | 2.48% |
| 18 | OUSTER ORD | OUST | 437,200 | $5.3M | 1.79% |
| 19 | IONQ ORD | IONQ-WT | 110,000 | $4.6M | 1.54% |
| 20 | SHOTSPOTTER ORD | SSTI | 340,000 | $4.4M | 1.49% |
| 21 | UFP TECHNOLOGIES ORD | UFPT | 18,000 | $4.4M | 1.47% |
| 22 | GROCERY OUTLET HOLDING ORD | GO | 275,000 | $4.3M | 1.44% |
| 23 | ENFUSION CL A ORD | 292812104 | 400,000 | $4.1M | 1.38% |
| 24 | VARONIS SYSTEMS ORD | VRNS | 70,000 | $3.1M | 1.04% |
| 25 | DAVE BUSTERS ENTERTAINMENT ORD | 238337959 | 100,000 | $2.9M | 0.98% |
| 26 | RIGETTI COMPUTING ORD | RGTIW | 175,000 | $2.7M | 0.89% |
| 27 | SCHOLASTIC ORD | SCHL | 120,000 | $2.6M | 0.86% |
| 28 | SEABOARD ORD | SE | 1,000 | $2.4M | 0.81% |
| 29 | MATTEL ORD | MAT | 120,000 | $2.1M | 0.71% |
| 30 | EOS ENERGY ENTERPRISES CL A ORD | EOSE | 410,000 | $2.0M | 0.67% |
| 31 | D WAVE QUANTUM ORD | QBTS | 230,600 | $1.9M | 0.65% |
| 32 | GOODRX HOLDINGS CL A ORD | GDRX | 378,663 | $1.8M | 0.59% |
| 33 | PROS HOLDINGS ORD | 74346Y103 | 70,000 | $1.5M | 0.51% |
| 34 | DESIGNER BRANDS CL A ORD | DBI | 260,000 | $1.4M | 0.47% |
| 35 | STONERIDGE ORD | SRI | 200,000 | $1.3M | 0.42% |
| 36 | STAR HOLDINGS ORD | STHO | 100,000 | $973,000 | 0.33% |
| 37 | NUSCALE POWER CL A ORD | NU | 50,000 | $896,500 | 0.30% |
| 38 | VUZIX ORD | VUZI | 180,000 | $709,200 | 0.24% |