Lightrock Netherlands B.V.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SPS COMM INC | 82,898 | 441,669 | +358,771 | 7,388,699 | 24,587,713 | +17,199,014 |
| TRONOX HOLDINGS PLC | 3,051,286 | 2,110,792 | -940,494 | 12,723,863 | 20,622,438 | +7,898,575 |
| ACUITY INC | 16,203 | 44,803 | +28,600 | 5,833,728 | 12,554,697 | +6,720,969 |
| ALLEGRO MICROSYSTEMS INC | 354,390 | 507,990 | +153,600 | 9,348,808 | 16,016,925 | +6,668,117 |
| ENVISTA HOLDINGS CORP | 666,307 | 607,502 | -58,805 | 14,465,525 | 18,883,645 | +4,418,120 |
| ENCOMPASS HEALTH CORP | 103,806 | 154,606 | +50,800 | 11,017,969 | 14,955,038 | +3,937,069 |
| LUMENTUM HOLDINGS INC | 30,921 | 19,321 | -11,600 | 11,397,171 | 13,578,026 | +2,180,855 |
| SALLY BEAUTY HOLDINGS INC | 1,017,508 | 1,178,423 | +160,915 | 14,509,664 | 16,321,159 | +1,811,495 |
| JABIL INC | 66,648 | 63,822 | -2,826 | 15,197,077 | 16,953,038 | +1,755,961 |
| MUELLER WATER PRODUCTS INC-A | 496,784 | 474,784 | -22,000 | 11,833,395 | 13,051,812 | +1,218,417 |
| CABOT CORP | 167,844 | 158,727 | -9,117 | 11,124,700 | 11,953,730 | +829,030 |
| AMERICAN HOMES 4 RENT- A | 267,468 | 328,626 | +61,158 | 8,585,723 | 9,175,238 | +589,515 |
| TOWNE BANK | 331,252 | 332,752 | +1,500 | 11,053,879 | 11,203,760 | +149,881 |
| COMPASS MINERALS INTERNATION | 630,873 | 533,973 | -96,900 | 12,390,346 | 12,468,270 | +77,924 |
| HEALTHPEAK PROPERTIES INC | 400,521 | 393,021 | -7,500 | 6,440,378 | 6,457,335 | +16,957 |
| DARLING INGREDIENTS INC | 261,807 | 151,706 | -110,101 | 9,425,052 | 9,383,016 | -42,036 |
| DIAMONDROCK HOSPITALITY CO | 430,000 | 403,766 | -26,234 | 3,852,800 | 3,783,287 | -69,513 |
| WEX INC | 62,500 | 60,000 | -2,500 | 9,311,250 | 9,182,400 | -128,850 |
| GLOBUS MEDICAL INC - A | 255,400 | 257,242 | +1,842 | 22,298,974 | 22,163,971 | -135,003 |
| WINTRUST FINANCIAL CORP | 181,500 | 180,371 | -1,129 | 25,377,330 | 25,060,747 | -316,583 |
| GENTEX CORP | 192,384 | 181,726 | -10,658 | 4,476,776 | 3,970,713 | -506,063 |
| CUBESMART | 192,626 | 173,958 | -18,668 | 6,944,167 | 6,375,561 | -568,606 |
| CARETRUST REIT INC | 172,105 | 152,105 | -20,000 | 6,223,317 | 5,574,648 | -648,669 |
| TENNANT CO | 148,526 | 153,770 | +5,244 | 10,946,366 | 10,210,328 | -736,038 |
| TERADATA CORP DEL | 130,423 | 124,893 | -5,530 | 3,970,076 | 3,201,008 | -769,068 |
| AVANTOR INC | 660,380 | 862,377 | +201,997 | 7,567,955 | 6,761,036 | -806,919 |
| INDEPENDENCE REALTY TRUST IN | 271,434 | 261,434 | -10,000 | 4,744,666 | 3,892,752 | -851,914 |
| LINDSAY CORP | 132,415 | 119,115 | -13,300 | 15,607,756 | 14,183,023 | -1,424,733 |
| ABERCROMBIE & FITCH CO-CL A | 106,974 | 130,974 | +24,000 | 13,464,817 | 11,967,094 | -1,497,723 |
| PENNYMAC FINANCIAL SERVICES | 124,313 | 152,213 | +27,900 | 16,389,426 | 13,303,416 | -3,086,010 |
| BRUNSWICK CORP | 457,778 | 422,279 | -35,499 | 33,985,439 | 30,725,020 | -3,260,419 |
| AKAMAI TECHNOLOGIES INC | 262,396 | 170,470 | -91,926 | 22,894,051 | 19,578,480 | -3,315,571 |
| COHU INC | 230,089 | 15,833 | -214,256 | 5,354,171 | 484,806 | -4,869,365 |
| ENERSYS | 79,939 | 34,639 | -45,300 | 11,731,048 | 6,017,487 | -5,713,561 |
| WEST FRASER TIMBER CO LTD | 320,303 | 306,721 | -13,582 | 26,838,188 | 20,051,548 | -6,786,640 |
| STRATEGIC EDUCATION INC | 244,219 | 140,363 | -103,856 | 19,586,364 | 11,644,514 | -7,941,850 |
| QUIDELORTHO CORP | 461,000 | 314,547 | -146,453 | 13,166,160 | 5,168,007 | -7,998,153 |
| TRIPADVISOR INC | 1,072,810 | 619,718 | -453,092 | 15,620,114 | 6,606,194 | -9,013,920 |
| THERMON GROUP HOLDINGS INC | 248,075 | 0 | -248,075 | 9,218,467 | 0 | -9,218,467 |