Fund HoldingsPier Capital, LLC

Total Portfolio Value
$672.26M
Total Bought
$98.51M
Total Sold
$168.66M
Net Transaction
-$70.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Reddit Inc(RDDT)0128,555+128,55508,2131.22%+8,213
Levi Strauss & Co(LEVI)0366,451+366,45107,0651.05%+7,065
Bloom Energy Corp0457,662+457,66205,6020.83%+5,602
Celestica Inc(CLS)092,720+92,72005,3160.79%+5,316
Maplebear Inc(CART)0150,988+150,98804,8530.72%+4,853
Stevanato Group Societa
ORD SHS
0256,787+256,78704,7090.70%+4,709
Kodiak Gas Services Inc(KGS)0167,212+167,21204,5580.68%+4,558
Smartsheet Inc0189,528+189,52808,3541.24%+8,354
TransMedics Group Inc(TMDX)64,25959,328-4,9314,7518,9361.33%+4,185
Globant SA
COM
023,232+23,23204,1410.62%+4,141
Structure Therapeutics Inc0101,204+101,20403,9740.59%+3,974
Guardant Health Inc(GH)0115,854+115,85403,3460.50%+3,346
Lantheus Holdings Inc(LNTH)30,49861,459+30,9611,8984,9350.73%+3,036
FTI Consulting Inc(FCN)27,12640,420+13,2945,7048,7121.30%+3,007
The Vita Coco Company Inc(COCO)212,116292,073+79,9575,1828,1341.21%+2,952
Halozyme Therapeutics Inc(HALO)222,632220,447-2,1859,05711,5431.72%+2,486
Exponent Inc(EXPO)076,363+76,36307,2641.08%+7,264
Confluent Inc184,123269,567+85,4445,6197,9601.18%+2,341
Tempus AI Inc(TEM)065,741+65,74102,3010.34%+2,301
Aehr Test Systems(AEHR)119,564308,933+189,3691,4833,4510.51%+1,968
Shift4 Payments Inc(FOUR)92,243108,584+16,3416,0947,9651.18%+1,870
Procore Technologies Inc(PCOR)0123,605+123,60508,1961.22%+8,196
FormFactor Inc(FORM)201,784181,591-20,1939,20710,9921.64%+1,784
elf Beauty Inc(ELF)45,01350,202+5,1898,82410,5791.57%+1,755
Sprouts Farmers Market Inc(SFM)142,450129,483-12,9679,18510,8331.61%+1,647
Dutch Bros(BROS)115,013127,527+12,5143,7955,2800.79%+1,484
SI-BONE Inc(SIBN)0377,001+377,00104,8750.73%+4,875
WillScot Mobile Mini Holdings(WSC)85,825143,362+57,5373,9915,3960.80%+1,405
Sitime Corporation(SITM)46,08043,804-2,2764,2965,4480.81%+1,152
Roivant Sciences Ltd(ROIV)328,182425,087+96,9053,4594,4930.67%+1,034
Onto Innovation Inc(ONTO)48,93444,825-4,1098,8619,8421.46%+981
Century Communities Inc(CCS)74,54199,171+24,6307,1938,0981.20%+905
GitLab Inc(GTLB)0110,030+110,03005,4710.81%+5,471
Axcelis Technologies Inc44,69341,208-3,4854,9845,8590.87%+875
Pinnacle Financial Partners Inc96,000111,797+15,7978,2448,9481.33%+704
Universal Technical Institute Inc(UTI)303,990351,809+47,8194,8465,5340.82%+688
Seacoast Banking Corporation(SBCF)316,552368,839+52,2878,0378,7191.30%+682
Intra-Cellular Therapies Inc54,45464,504+10,0503,7684,4180.66%+650
Onespaworld
COM
776,815708,487-68,32810,27710,8891.62%+612
Rapid7 Inc145,795178,006+32,2117,1507,6951.14%+545
JFrog Ltd(FROG)202,898247,901+45,0038,9729,3091.38%+337
Denali Therapeutics Inc(DNLI)172,331165,486-6,8453,5363,8430.57%+306
Pinterest Inc(PINS)25,75526,611+8568931,1730.17%+280
Adaptive Biotechnologies(ADPT)1,103,4411,055,299-48,1423,5423,8200.57%+278
MongoDB Inc(MDB)1,4423,064+1,6225177660.11%+249
Dynatrace Inc(DT)14,81920,297+5,4786889080.14%+220
Monolithic Power Systems Inc(MPWR)1,1951,235+408101,0150.15%+205
Texas Roadhouse Inc(TXRH)60,57155,611-4,9609,3569,5491.42%+193
Trade Desk Inc/The(TTD)9,0009,560+5607879340.14%+147
Cheniere Energy Inc(LNG)3,9304,060+1306347100.11%+76
Tradeweb Markets Inc(TW)10,14010,476+3361,0561,1100.17%+54
Entegris Inc(ENTG)7284+1210110.00%+1
Trane Technologies Public Limited Technologies(TT)3636011120.00%+1
Elastic NV
ORD SHS
75750890.00%+1
Skechers USA Inc1051050670.00%+1
Vertiv Holdings Co(VRT)159159013140.00%+1
Deckers Outdoor Corp(DECK)990890.00%0
IDEXX Laboratories Inc(IDXX)12120660.00%-1
ICON PLC(ICLR)3333011100.00%-1
Goosehead Insurance Inc(GSHD)0134+134080.00%+8
IQVIA Holdings Inc(IQV)30300860.00%-1
TopBuild Corp024+24090.00%+9
IDEX Corporation(IEX)454501190.00%-2
Floor & Decor Holdings Inc(FND)066+66070.00%+7
Ulta Beauty Inc(ULTA)15150860.00%-2
Five Below Inc(FIVE)033+33040.00%+4
Dexcom Inc(DXCM)7554-211060.00%-4
Vaxcyte Inc(PCVX)0114,969+114,96908,6811.29%+8,681
Axon Enterprise Inc(AXON)2,4192,499+807577350.11%-22
Evercore Inc(EVR)056,320+56,320011,7391.75%+11,739
West Pharmaceutical Services I(WST)1,5891,642+536295410.08%-88
Veeva Systems Inc(VEEV)2,1492,142-74983920.06%-106
MSCI Inc(MSCI)2,2192,294+751,2441,1050.16%-139
Inari Medical Inc0104,537+104,53705,0330.75%+5,033
Flowserve Corporation(FLS)220,241202,267-17,97410,0619,7291.45%-332
Calix Inc(CALX)0239,025+239,02508,4691.26%+8,469
Lindblad Expeditions Holdings Inc(LIND)0766,357+766,35707,3951.10%+7,395
Astera Labs Inc(ALAB)29,39728,868-5292,1811,7470.26%-434
Houlihan Lokey Inc(HLI)066,740+66,74009,0011.34%+9,001
Lindsay Corp(LNN)66,88959,800-7,0897,8707,3481.09%-522
Varonis Systems Inc(VRNS)171,653156,482-15,1718,0977,5061.12%-590
Crinetics Pharmaceuticals Inc(CRNX)116,570108,545-8,0255,4574,8620.72%-595
Inmode Ltd(INMD)198,289189,886-8,4034,2853,4640.52%-822
Appfolio Inc(APPF)41,60238,125-3,47710,2659,3241.39%-941
Maravai LifeSciences Holdings, Inc.(MRVI)506,295478,355-27,9404,3903,4250.51%-965
Power Integrations Inc(POWI)121,837110,335-11,5028,7177,7441.15%-973
Repligen Corp(RGEN)50,03465,053+15,0199,2028,2011.22%-1,002
Exlservice Holdings Inc(EXLS)255,209226,538-28,6718,1167,1041.06%-1,011
Quanterix Corporation278,491414,542+136,0516,5615,4760.81%-1,085
Fabrinet(FN)034,024+34,02408,3291.24%+8,329
LiveRamp Holdings Inc(RAMP)0173,836+173,83605,3780.80%+5,378
Applied Industrial Tech Inc(AIT)61,84256,874-4,96812,21711,0341.64%-1,183
Progyny Inc119,540117,280-2,2604,5603,3550.50%-1,205
Privia Health Group Inc(PRVA)0305,109+305,10905,3030.79%+5,303
SiteOne Landscape Supply Inc(SITE)23,23522,248-9874,0562,7010.40%-1,355
Camtek Ltd(CAMT)113,06964,486-48,5839,4728,0761.20%-1,396
Prothena Corporation plc
SHS
57,0200-57,0201,4120-1,412
Boot Barn Holdings Inc106,10066,653-39,44710,0958,5941.28%-1,502
MSA Safety Inc(MSA)64,88758,706-6,18112,56111,0191.64%-1,543
BlackLine Inc(BL)137,421149,817+12,3968,8757,2591.08%-1,616
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