Fund HoldingsCorton Capital Inc.

Total Portfolio Value
$190.58M
Total Bought
$94.55M
Total Sold
$164.03M
Net Transaction
-$69.48M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MANCHESTER UTD PLC NEW
ORD CL A
059,500+59,50009600.50%+960
AIRBNB INC04,395+4,39506660.35%+666
INTERNATIONAL BUSINESS MACHS(IBM)03,805+3,80506580.35%+658
ZOETIS INC(ZTS)03,746+3,74606490.34%+649
ROOT INC(ROOT)018,330+18,33009460.50%+946
CATALENT INC011,397+11,39706410.34%+641
ZIM INTEGRATED SHIPPING SERV
SHS
028,095+28,09506230.33%+623
SCHOLASTIC CORP(SCHL)016,958+16,95806020.32%+602
EXPEDIA GROUP INC(EXPE)04,763+4,76306000.31%+600
COASTAL FINL CORP WA(CCB)012,577+12,57705800.30%+580
CRESCENT ENERGY COMPANY(CRGY)048,416+48,41605740.30%+574
NEWMONT CORP(NEM)013,647+13,64705710.30%+571
CATERPILLAR INC(CAT)01,704+1,70405680.30%+568
FRESHPET INC(FRPT)04,340+4,34005620.29%+562
LAMB WESTON HLDGS INC(LW)06,538+6,53805500.29%+550
DUTCH BROS INC(BROS)013,017+13,01705390.28%+539
MERCER INTL INC062,954+62,95405380.28%+538
NATERA INC(NTRA)04,843+4,84305240.28%+524
GENERAL MTRS CO(GM)011,286+11,28605240.28%+524
APELLIS PHARMACEUTICALS INC
COM
013,556+13,55605200.27%+520
BEAM THERAPEUTICS INC(BEAM)021,964+21,96405150.27%+515
EVERQUOTE INC(EVER)024,171+24,17105040.26%+504
WESTERN DIGITAL CORP.(WDC)06,643+6,64305030.26%+503
TUTOR PERINI CORP(TPC)022,332+22,33204860.26%+486
HAIN CELESTIAL GROUP INC086,709+86,70905990.31%+599
SPROUT SOCIAL INC013,453+13,45304800.25%+480
SMITH & WESSON BRANDS INC033,189+33,18904760.25%+476
METHODE ELECTRS INC045,885+45,88504750.25%+475
KALVISTA PHARMACEUTICALS INC039,593+39,59304660.24%+466
NXP SEMICONDUCTORS N V
COM
01,729+1,72904650.24%+465
TETRA TECH INC NEW(TTEK)02,263+2,26304630.24%+463
PALO ALTO NETWORKS INC(PANW)01,355+1,35504590.24%+459
MAPLEBEAR INC(CART)014,250+14,25004580.24%+458
CARVANA CO(CVNA)03,531+3,53104550.24%+455
UNIVERSAL INS HLDGS INC(UVE)023,634+23,63404430.23%+443
PAYCOR HCM INC034,886+34,88604430.23%+443
IGM BIOSCIENCES INC063,336+63,33604350.23%+435
LUMENTUM HLDGS INC(LITE)08,535+8,53504350.23%+435
AMERICAN SUPERCONDUCTOR CORP025,760+25,76006030.32%+603
THE BALDWIN INSURANCE GRP IN(BWIN)011,949+11,94904240.22%+424
MIRUM PHARMACEUTICALS INC(MIRM)012,369+12,36904230.22%+423
MYRIAD GENETICS INC017,182+17,18204200.22%+420
LAUDER ESTEE COS INC(EL)2,0126,737+4,7253107170.38%+407
AMPHENOL CORP NEW05,988+5,98804030.21%+403
PFIZER INC(PFE)014,404+14,40404030.21%+403
KRONOS WORLDWIDE INC031,717+31,71703980.21%+398
RESMED INC(RMD)02,077+2,07703980.21%+398
UNITED AIRLS HLDGS INC(UAL)08,064+8,06403920.21%+392
CUMMINS INC(CMI)01,416+1,41603920.21%+392
GLOBE LIFE INC04,733+4,73303890.20%+389
BIRKENSTOCK HOLDING PLC(BIRK)07,156+7,15603890.20%+389
ONTO INNOVATION INC(ONTO)01,755+1,75503850.20%+385
AMERICAN AXLE & MFG HLDGS IN055,050+55,05003850.20%+385
RUSH STREET INTERACTIVE INC(RSI)039,972+39,97203830.20%+383
CLEAR SECURE INC(YOU)020,417+20,41703820.20%+382
AGILON HEALTH INC(AGL)058,265+58,26503810.20%+381
IROBOT CORP041,720+41,72003800.20%+380
ARTIVION INC(AORT)014,788+14,78803790.20%+379
IMMERSION CORP040,205+40,20503780.20%+378
EPAM SYS INC(EPAM)02,004+2,00403770.20%+377
PAGAYA TECHNOLOGIES LTD(PGY)029,426+29,42603750.20%+375
NCR ATLEOS CORPORATION(NATL)013,777+13,77703720.20%+372
ARCUS BIOSCIENCES INC(RCUS)024,221+24,22103690.19%+369
STRATEGIC ED INC(STRA)03,324+3,32403680.19%+368
RBC BEARINGS INC(RBC)01,361+1,36103670.19%+367
MEDIAALPHA INC027,762+27,76203660.19%+366
CONCENTRIX CORP(CNXC)08,967+8,96705670.30%+567
LEGGETT & PLATT INC(LEG)031,883+31,88303650.19%+365
TRANE TECHNOLOGIES PLC(TT)01,110+1,11003650.19%+365
BADGER METER INC01,957+1,95703650.19%+365
ALECTOR INC079,878+79,87803630.19%+363
PURE STORAGE INC(P)6,67711,048+4,3713477090.37%+362
DARDEN RESTAURANTS INC(DRI)02,360+2,36003570.19%+357
ANGIODYNAMICS INC058,488+58,48803540.19%+354
CAREDX INC(CDNA)029,550+29,55004590.24%+459
EXTREME NETWORKS(EXTR)026,004+26,00403500.18%+350
FRANKLIN RESOURCES INC(BEN)015,568+15,56803480.18%+348
HELMERICH & PAYNE INC(HP)09,551+9,55103450.18%+345
WELLTOWER INC(WELL)03,295+3,29503440.18%+344
GENERAC HLDGS INC(GNRC)02,595+2,59503430.18%+343
VIASAT INC(VSAT)041,693+41,69305300.28%+530
BLACKSTONE INC(BX)02,766+2,76603420.18%+342
CORE MOLDING TECHNOLOGIES IN021,301+21,30103400.18%+340
NABORS INDS INC(NBR)04,753+4,75303380.18%+338
SOFI TECHNOLOGIES INC(SOFI)051,030+51,03003370.18%+337
BRIDGE INVT GROUP HLDGS INC079,034+79,03405860.31%+586
ALPHA & OMEGA SEMICONDUCTOR(AOSL)08,974+8,97403350.18%+335
SYNAPTICS INC(SYNA)03,785+3,78503340.18%+334
PROGRESSIVE CORP(PGR)1,2392,837+1,5982565890.31%+333
TRUBRIDGE INC033,253+33,25303330.17%+333
UNIVERSAL LOGISTICS HLDGS IN08,184+8,18403320.17%+332
STRYKER CORPORATION(SYK)0976+97603320.17%+332
AEROVIRONMENT INC01,819+1,81903310.17%+331
SKILLSOFT CORP023,881+23,88103300.17%+330
APPLOVIN CORP(APP)03,957+3,95703290.17%+329
THOR INDS INC(THO)03,522+3,52203290.17%+329
HUMANA INC(HUM)0878+87803280.17%+328
NOVAVAX INC(NVAX)025,505+25,50503230.17%+323
ADMA BIOLOGICS INC028,787+28,78703220.17%+322
MARINEMAX INC09,928+9,92803210.17%+321
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