Fund Holdings — Advantage Alpha Capital Partners LP

Total Portfolio Value
$458.24M
Total Bought
$81.95M
Total Sold
$148.06M
Net Transaction
-$66.11M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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STEVANATO GROUP S P A
ORD SHS
0446,967+446,96708,1971.79%+8,197
CCC INTELLIGENT SOLUTIONS HL(CCC)0601,305+601,30506,6801.46%+6,680
AVIDXCHANGE HOLDINGS INC0347,794+347,79404,1940.92%+4,194
WATTS WATER TECHNOLOGIES INC(WTS)021,336+21,33603,9120.85%+3,912
MSA SAFETY INC(MSA)19,00039,858+20,8583,6787,4811.63%+3,803
PROCORE TECHNOLOGIES INC(PCOR)33,47397,352+63,8792,7506,4551.41%+3,705
MAGNITE INC(MGNI)237,217454,584+217,3672,5506,0411.32%+3,491
BRIGHT HORIZONS FAM SOL IN D(BFAM)45,96177,747+31,7865,2108,5581.87%+3,348
TREX CO INC(TREX)36,00892,778+56,7703,5926,8771.50%+3,285
VARONIS SYS INC(VRNS)116,846175,631+58,7855,5128,4251.84%+2,913
API GROUP CORP(APG)78,363149,858+71,4953,0775,6391.23%+2,561
KADANT INC(KAI)08,133+8,13302,3890.52%+2,389
CADRE HLDGS INC(CDRE)070,517+70,51702,3670.52%+2,367
APPIAN CORP(APPN)137,318243,935+106,6175,4867,5281.64%+2,042
FIRST ADVANTAGE CORP NEW(FA)219,476346,281+126,8053,5605,5651.21%+2,005
ARMSTRONG WORLD INDS INC NEW(AWI)26,39544,141+17,7463,2794,9991.09%+1,720
DOUBLEVERIFY HLDGS INC(DV)105,127277,734+172,6073,6965,4071.18%+1,711
LKQ CORP(LKQ)192,954286,433+93,47910,30611,9132.60%+1,607
KNIFE RIVER CORP(KNF)72,165105,198+33,0335,8517,3791.61%+1,527
NCINO INC(NCNO)173,567254,769+81,2026,4888,0121.75%+1,525
GROCERY OUTLET HLDG CORP(GO)240,881379,634+138,7536,9338,3981.83%+1,465
PENNYMAC FINL SVCS INC NEW(PFSI)54,06967,029+12,9604,9276,3421.38%+1,415
NOVANTA INC(NOVT)27,92937,870+9,9414,8816,1771.35%+1,296
PAYMENTUS HOLDINGS INC(PAY)107,288185,009+77,7212,4413,5150.77%+1,074
PRIMO WATER CORPORATION314,529310,360-4,1695,7286,7851.48%+1,057
ZETA GLOBAL HOLDINGS CORP(ZETA)506,680358,050-148,6305,5386,3201.38%+782
SHARKNINJA INC(SN)142,755127,199-15,5568,8929,5592.09%+667
MANNKIND CORP(MNKD)0124,968+124,96806520.14%+652
ACADIA PHARMACEUTICALS INC038,074+38,07406190.14%+619
TG THERAPEUTICS INC(TGTX)034,030+34,03006050.13%+605
HARMONIC INC(HLIT)296,984389,585+92,6013,9914,5851.00%+594
KINIKSA PHARMACEUTICALS INTL(KNSA)031,258+31,25805840.13%+584
CATALYST PHARMACEUTICALS INC037,320+37,32005780.13%+578
ADMA BIOLOGICS INC184,466153,551-30,9151,2171,7170.37%+499
HEALTHEQUITY INC(HQY)105,284105,260-248,5949,0731.98%+479
DARLING INGREDIENTS INC(DAR)154,189207,200+53,0117,1717,6151.66%+443
APA CORPORATION(APA)013,262+13,26203900.09%+390
INTER PARFUMS INC(IPAR)26,12034,964+8,8443,6704,0570.89%+387
WILLSCOT MOBIL MINI HLDNG CO(WSC)163,150211,358+48,2087,5867,9561.74%+369
ALBANY INTL CORP26,95634,146+7,1902,5212,8840.63%+363
SIMPSON MFG INC(SSD)23,68430,369+6,6854,8595,1181.12%+259
HALOZYME THERAPEUTICS INC(HALO)27,07924,506-2,5731,1021,2830.28%+182
WORKIVA INC(WK)64,23376,828+12,5955,4475,6081.22%+161
GRACO INC(GGG)71,79986,424+14,6256,7106,8521.50%+141
FLOOR & DECOR HLDGS INC(FND)38,57851,431+12,8535,0005,1131.12%+112
AGILON HEALTH INC(AGL)378,589363,978-14,6112,3092,3800.52%+71
PLANET FITNESS INC(PLNT)81,99370,309-11,6845,1355,1741.13%+39
BANCORP INC DEL(TBBK)9,9268,982-9443323390.07%+7
SILVERBOW RES INC13,96812,598-1,3704774770.10%-0
FULTON FINL CORP PA(FULT)24,77722,422-2,3553943810.08%-13
AXOS FINANCIAL INC(AX)7,6466,919-7274133950.09%-18
BANKUNITED INC(BKU)12,18611,029-1,1573413230.07%-18
PRIMEENERGY RESOURCES CORP4,2763,857-4194294100.09%-18
PARK NATL CORP(PRK)3,0582,767-2914153940.09%-22
AMERIS BANCORP(ABCB)7,7246,989-7353743520.08%-22
WSFS FINL CORP(WSFS)8,8628,019-8434003770.08%-23
HANCOCK WHITNEY CORPORATION(HWC)8,4637,658-8053903660.08%-23
FIRST BANCORP P R(FBP)24,33822,023-2,3154274030.09%-24
FIRST INTST BANCSYSTEM INC(FIBK)12,58411,388-1,1963423160.07%-26
CACTUS INC(WHD)10,7539,699-1,0545395120.11%-27
CATHAY GEN BANCORP(CATY)9,1768,303-8733473130.07%-34
INTERNATIONAL BANCSHARES COR(IBOC)7,9127,160-7524444100.09%-35
HILLTOP HOLDINGS INC(HTH)11,84810,720-1,1283713350.07%-36
BANCFIRST CORP(BANF)4,2573,853-4043753380.07%-37
INDEPENDENT BK CORP MASS6,0725,496-5763162790.06%-37
FIRST FINL BANCORP OH(FFBC)17,04815,427-1,6213823430.07%-39
TEXAS CAP BANCSHARES INC(TCBI)6,5045,885-6194003600.08%-41
COMMUNITY FINANCIAL SYSTEM I(CBU)7,8087,066-7423753340.07%-41
CVB FINL CORP(CVBF)19,01017,201-1,8093392970.06%-43
OLD NATL BANCORP IND(ONB)23,66921,420-2,2494123680.08%-44
PACIFIC PREMIER BANCORP13,66112,362-1,2993282840.06%-44
UNITED CMNTY BKS BLAIRSVLE G(UCB)13,49212,210-1,2823553110.07%-44
CADENCE BANK13,23211,974-1,2583843390.07%-45
ASSOCIATED BANC CORP19,13817,319-1,8194123660.08%-45
TOWNEBANK PORTSMOUTH VA
COM
13,43712,160-1,2773773320.07%-45
HOME BANCSHARES INC(HOMB)16,08414,554-1,5303953480.08%-47
FIRST MERCHANTS CORP(FRME)10,8869,852-1,0343803280.07%-52
EXXON MOBIL CORP4,3363,911-4255044500.10%-54
SEACOAST BKG CORP FLA(SBCF)13,85812,539-1,3193522960.06%-55
UMB FINL CORP(UMBF)4,8744,410-4644243680.08%-56
SERVISFIRST BANCSHARES INC(SFBS)6,2965,698-5984153580.08%-57
BANK HAWAII CORP5,4844,962-5223422840.06%-58
GLACIER BANCORP INC NEW(GBCI)9,4098,515-8943793180.07%-61
CALIFORNIA RES CORP(CRC)8,7637,904-8594834210.09%-62
ATLANTIC UN BANKSHARES CORP(AUB)11,15410,094-1,0603943320.07%-62
ARCOSA INC6,1185,518-6005254600.10%-65
UNITED BANKSHARES INC WEST V(UBSI)10,7609,738-1,0223853160.07%-69
NORTHERN OIL & GAS INC(NOG)12,06410,881-1,1834794040.09%-74
SOUTHSTATE CORPORATION4,6994,253-4464003250.07%-75
SIMMONS 1ST NATL CORP(SFNC)21,11519,106-2,0094113360.07%-75
CHORD ENERGY CORPORATION(CHRD)2,8042,529-2755004240.09%-76
GULFPORT ENERGY CORP(GPOR)3,4053,072-3335454640.10%-81
FIRST FINL BANKSHARES INC(FFIN)13,49512,212-1,2834433610.08%-82
MURPHY OIL CORP(MUR)10,5389,504-1,0344823920.09%-90
CIVITAS RESOURCES INC6,5675,924-6434994090.09%-90
OVINTIV INC(OVV)10,0569,071-9855224250.09%-97
MATADOR RES CO(MTDR)7,7396,980-7595174160.09%-101
VITAL ENERGY INC9,8918,921-9705204000.09%-120
ORGANOGENESIS HLDGS INC(ORGO)396,116358,454-37,6621,1251,0040.22%-121
VERACYTE INC(VCYT)50,53445,729-4,8051,1209910.22%-129
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Advantage Alpha Capital Partners LP — 13F Holdings — Q2 2024 | TickerTrail