Impactive Capital LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STRIDE INC(LRN) | 0 | 1,113,367 | +1,113,367 | 0 | 98,165,568 | 7.12% | +98,165,568 |
| GITLAB INC(GTLB) | 0 | 3,914,996 | +3,914,996 | 0 | 84,720,513 | 6.14% | +84,720,513 |
| MAPLEBEAR INC(CART) | 0 | 1,573,012 | +1,573,012 | 0 | 58,925,030 | 4.27% | +58,925,030 |
| ICON PLC(ICLR) | 0 | 450,540 | +450,540 | 0 | 49,856,756 | 3.62% | +49,856,756 |
| ISHARES TR | 75,604 | 252,486 | +176,882 | 18,610,681 | 62,616,528 | 4.54% | +44,005,847 |
| MARRIOTT VACATIONS WORLDWIDE(VAC) | 4,129,984 | 4,129,984 | 0 | 238,258,777 | 268,944,558 | 19.50% | +30,685,781 |
| SLM CORP(SLM) | 7,225,040 | 7,822,564 | +597,524 | 195,509,582 | 167,481,095 | 12.14% | -28,028,487 |
| WEX INC(WEX) | 2,195,253 | 1,707,253 | -488,000 | 327,048,792 | 261,277,999 | 18.95% | -65,770,793 |
| ASBURY AUTOMOTIVE GROUP INC | 1,247,027 | 1,072,684 | -174,343 | 289,971,188 | 209,613,180 | 15.20% | -80,358,008 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 1,457,746 | 856,492 | -601,254 | 211,125,353 | 117,450,748 | 8.52% | -93,674,605 |
| CLARIVATE PLC(CLVT) | 36,413,920 | 0 | -36,413,920 | 121,622,493 | 0 | — | -121,622,493 |
| ETSY INC(ETSY) | 3,042,874 | 0 | -3,042,874 | 168,696,935 | 0 | — | -168,696,935 |