Fund Holdings

Yorktown Management & Research Co Inc

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR Bloomberg Convertible Securities ETF020,000+20,00002,156,4001.32%+2,156,400
Comfort Systems USA, Inc.(FIX)3,2102,960-2504,426,5585,866,5723.59%+1,440,014
KLA Corporation(KLAC)8908,900+8,0101,310,4452,685,2191.64%+1,374,774
Bloom Energy Corporation04,150+4,15001,256,2050.77%+1,256,205
ACM Research, Inc.(ACMR)13,30013,3000523,3551,687,6371.03%+1,164,282
Semtech Corporation(SMTC)06,850+6,85001,108,6730.68%+1,108,673
Guardant Health, Inc.(GH)8,85012,500+3,650817,4751,875,3751.15%+1,057,900
IES Holdings, Inc.(IESC)6,3405,510-8303,020,8204,047,9772.48%+1,027,157
Liquidia Corporation(LQDA)012,700+12,70001,012,5710.62%+1,012,571
Forgent Power Solutions, Inc.(FPS)017,200+17,2000960,7920.59%+960,792
LifeStance Health Group, Inc.(LFST)083,600+83,6000895,3560.55%+895,356
Denali Therapeutics, Inc.(DNLI)032,100+32,1000825,6120.51%+825,612
IonQ, Inc.(IONQ)7,00018,700+11,700201,810995,9620.61%+794,152
CECO Environmental Corporation(CECO)12,90017,209+4,309768,5821,561,5450.96%+792,963
Beam Therapeutics, Inc.(BEAM)022,550+22,5500773,9160.47%+773,916
Dycom Industries, Inc.(DY)1,4762,326+850500,0981,176,0020.72%+675,904
Life Time Group Holdings, Inc.(LTH)016,450+16,4500671,8180.41%+671,818
PACS Group, Inc.(PACS)015,600+15,6000665,1840.41%+665,184
Unity Software, Inc.(U)022,550+22,5500644,4790.39%+644,479
Xometry, Inc.(XMTR)11,05011,0500451,2821,066,5460.65%+615,264
StoneX Group, Inc.(SNEX)15,75015,75001,270,2381,866,3751.14%+596,137
Axsome Therapeutics, Inc.(AXSM)3,6004,850+1,250608,4721,187,1350.73%+578,663
Datadog, Inc.(DDOG)4,0004,0000472,2001,041,4400.64%+569,240
Corcept Therapeutics, Inc.(CORT)06,500+6,5000565,1750.35%+565,175
Hinge Health, Inc.(HNGE)06,700+6,7000556,1000.34%+556,100
Twist Bioscience Corporation(TWST)05,100+5,1000524,6880.32%+524,688
TTM Technologies, Inc.(TTMI)02,800+2,8000523,6560.32%+523,656
Bruker Corporation(BRKR)08,400+8,4000505,5120.31%+505,512
SPX Technologies, Inc.2,7004,250+1,550539,8381,041,9730.64%+502,135
Oscar Health, Inc.(OSCR)017,400+17,4000496,2480.30%+496,248
Ondas Holdings, Inc.(ONDS)059,250+59,2500488,2200.30%+488,220
Credo Technology Group Holding Ltd.2,6502,6500248,756720,6680.44%+471,912
Alkermes plc(ALKS)08,900+8,9000466,3160.29%+466,316
Arista Networks, Inc.(ANET)9,8009,80001,203,2441,664,8241.02%+461,580
Veracyte, Inc.(VCYT)07,750+7,7500455,1580.28%+455,158
Riot Platforms, Inc.(RIOT)016,500+16,5000451,7700.28%+451,770
Relay Therapeutics, Inc.(RLAY)023,200+23,2000434,0720.27%+434,072
Visteon Corporation(VC)04,350+4,3500431,5640.26%+431,564
Allegro MicroSystems, Inc.(ALGM)11,30011,3000356,289786,7060.48%+430,417
Sezzle, Inc.(SEZL)3,9503,9500249,996677,9390.42%+427,943
Navan, Inc.(NAVN)018,650+18,6500426,5260.26%+426,526
Mirum Pharmaceuticals, Inc.(MIRM)2,5505,600+3,050235,569655,5920.40%+420,023
Arcutis Biotherapeutics, Inc.(ARQT)016,000+16,0000419,5200.26%+419,520
Travere Therapeutics, Inc.(TVTX)07,300+7,3000414,7130.25%+414,713
Billiontoone, Inc.03,450+3,4500413,9310.25%+413,931
Applied Digital Corporation30,35030,3500720,5091,132,0550.69%+411,546
Legend Biotech Corporation(LEGN)014,250+14,2500411,5400.25%+411,540
Ligand Pharmaceuticals, Inc.(LGND)01,300+1,3000410,9170.25%+410,917
Lantheus Holdings, Inc.(LNTH)03,600+3,6000399,3840.24%+399,384
AAR Corporation02,750+2,7500393,0580.24%+393,058
GRAIL, Inc.(GRAL)05,750+5,7500392,5530.24%+392,553
Granite Construction, Inc.(GVA)02,400+2,4000379,3920.23%+379,392
ACADIA Pharmaceuticals, Inc.12,05025,450+13,400268,233643,8850.39%+375,652
Transcat, Inc.04,000+4,0000371,0800.23%+371,080
Digi International, Inc.(DGII)13,70013,7000660,3401,026,8150.63%+366,475
Rhythm Pharmaceuticals, Inc.(RYTM)03,300+3,3000366,3990.22%+366,399
PDF Solutions, Inc.(PDFS)9,5509,5500312,381676,0450.41%+363,664
WaterBridge Infrastructure, LLC(WBI)010,600+10,6000363,2620.22%+363,262
Exelixis, Inc.(EXEL)06,650+6,6500361,8270.22%+361,827
Ultragenyx Pharmaceutical, Inc.(RARE)010,750+10,7500358,9430.22%+358,943
Schneider National, Inc.(SNDR)09,800+9,8000357,9940.22%+357,994
Fortinet, Inc.(FTNT)4,9504,9500404,514760,4190.47%+355,905
Ategrity Specialty Holdings, LLC(ASIC)014,650+14,6500352,1860.22%+352,186
Scholar Rock Holding Corporation(SRRK)06,400+6,4000352,0000.22%+352,000
DigitalOcean Holdings, Inc.(DOCN)4,9004,9000420,322769,4470.47%+349,125
Ionis Pharmaceuticals, Inc.(IONS)04,400+4,4000348,8760.21%+348,876
Applied Optoelectronics, Inc.(AAOI)02,350+2,3500348,1760.21%+348,176
Dave, Inc.(DAVE)1,7501,7500304,658652,0330.40%+347,375
Cytokinetics, Inc.(CYTK)4,7507,750+3,000313,073660,2230.40%+347,150
Ralph Lauren Corporation(RL)7001,460+760240,793586,0590.36%+345,266
Victory Capital Holdings, Inc.(VCTR)04,050+4,0500340,4430.21%+340,443
BBB Foods, Inc.(TBBB)08,150+8,1500339,6110.21%+339,611
Embraer S.A.(EMBJ)4,2009,200+5,000249,228586,9600.36%+337,732
Neurocrine Biosciences, Inc.(NBIX)2,2503,750+1,500296,415632,0060.39%+335,591
Mercury General Corporation(MCY)03,100+3,1000330,5220.20%+330,522
Haemonetics Corporation(HAE)04,400+4,4000330,0000.20%+330,000
Western Alliance Bancorp(WAL)3,7007,200+3,500262,145591,8400.36%+329,695
Guardian Pharmacy Services, Inc.(GRDN)07,850+7,8500328,6800.20%+328,680
Etoro Group Ltd.(ETOR)08,300+8,3000327,6010.20%+327,601
Samsara, Inc.(IOT)010,100+10,1000327,5430.20%+327,543
Halozyme Therapeutics, Inc.(HALO)4,4507,850+3,400287,604614,4200.38%+326,816
WESCO International, Inc.(WCC)4,5504,55001,244,9711,571,7060.96%+326,735
Catalyst Pharmaceuticals, Inc.(CPRX)010,350+10,3500325,3010.20%+325,301
WaFd, Inc.(WAFD)08,450+8,4500324,2270.20%+324,227
Axogen, Inc.(AXGN)07,000+7,0000323,3300.20%+323,330
Integer Holdings Corporation(ITGR)03,400+3,4000317,7300.19%+317,730
Webster Financial Corporation(WBS)04,150+4,1500317,1430.19%+317,143
Lovesac Company (The)018,700+18,7000312,1030.19%+312,103
Tarsus Pharmaceuticals, Inc.(TARS)04,950+4,9500311,5530.19%+311,553
NETSTREIT Corporation(NTST)014,650+14,6500309,5550.19%+309,555
Aurinia Pharmaceuticals, Inc.(AUPH)018,200+18,2000308,8540.19%+308,854
Janus Henderson Group plc05,850+5,8500303,9080.19%+303,908
Nextpower, Inc.02,550+2,5500303,8070.19%+303,807
Stoke Therapeutics, Inc.(STOK)09,150+9,1500299,3880.18%+299,388
TG Therapeutics, Inc.(TGTX)13,70013,7000455,114752,6780.46%+297,564
Hamilton Insurance Group Ltd.(HG)9,60016,900+7,300286,368573,5860.35%+287,218
HCI Group, Inc.1,8003,200+1,400278,298560,8000.34%+282,502
Deckers Outdoor Corporation(DECK)02,800+2,8000278,0120.17%+278,012
Shift4 Payments, Inc.(FOUR)05,700+5,7000277,2480.17%+277,248
On Holding A.G.(ONON)7,50014,950+7,450255,150529,5290.32%+274,379
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