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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

Institutional Manager · CIK 0001093219

FORMULA GROWTH LTD

MONTREAL, A8 · File #028-17511

Latest AUM
$259.5M
Positions
125
Top-10 Concentration
34.5%
Filings
12

Sector Allocation

Technology
30.4%$78.9M
Industrials
18.4%$47.9M
Healthcare
12.4%$32.2M
Financials
3.3%$8.7M
Real Estate
2.6%$6.8M
Energy
0.6%$1.7M
Materials
0.3%$832,424

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICRON TECHNOLOGY INCMU32,000$9.1M5.18%
2LATHAM GROUP INCSWIM1,205,082$7.7M4.34%
3JAMES HARDIE INDS PLCG4253H101306,840$6.4M3.61%
4CS DISCO INCLAW750,000$5.8M3.30%
5LINDBLAD EXPEDITIONS HLDGS ILIND403,591$5.8M3.30%
6STRATASYS LTDSSYS660,000$5.7M3.25%
7RANPAK HOLDINGS CORPPACK989,527$5.4M3.04%
8BILL HOLDINGS INCBILL95,000$5.2M2.94%
9ATLASSIAN CORPORATIONTEAM31,000$5.0M2.85%
10ALIGNMENT HEALTHCARE INCALHC239,508$4.7M2.69%
11COMPASS INCCOMP427,300$4.5M2.56%
12RYANAIR HOLDINGS PLCRYAOF62,388$4.5M2.56%
13CECO ENVIRONMENTAL CORPCECO70,720$4.2M2.40%
14CAPRI HOLDINGS LIMITEDCPRI163,376$4.0M2.26%
15ARCBEST CORPARCB50,838$3.8M2.14%
16HEALTHEQUITY INCHQY39,400$3.6M2.05%
17UNITY SOFTWARE INCU80,000$3.5M2.01%
18LAUREATE EDUCATION INCLAUR103,298$3.5M1.97%
19INSULET CORPPODD12,035$3.4M1.94%
20BRIGHTSPRING HEALTH SVCS INC10950A10689,865$3.4M1.91%