Fund HoldingsGARDNER LEWIS ASSET MANAGEMENT L P

Total Portfolio Value
$353.00M
Total Bought
$88.65M
Total Sold
$105.61M
Net Transaction
-$16.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Heartland Financial USA, Inc.0302,825+302,825017,1704.86%+17,170
Championx Corp.0316,591+316,59109,5452.70%+9,545
Juniper Networks, Inc.0235,000+235,00009,1602.59%+9,160
Southwestern Energy Company227,5001,403,205+1,175,7051,5319,9772.83%+8,446
Iteris, Inc.0958,958+958,95806,8471.94%+6,847
Perfecient,Inc.87,275137,275+50,0006,52710,3622.94%+3,834
Premier Financial Corp.0147,216+147,21603,4570.98%+3,457
Tellurian, Inc.03,047,729+3,047,72902,9500.84%+2,950
Alibaba Group Holdings, Ltd.(BABA)025,975+25,97502,7560.78%+2,756
The First Bancshares, Inc.080,743+80,74302,5940.73%+2,594
Uber Technologies, Inc.(UBER)034,481+34,48102,5920.73%+2,592
iShares Russell 2000 Index09,725+9,72502,1480.61%+2,148
Toll Brothers, Inc.(TOL)51,38951,279-1105,9197,9222.24%+2,003
Nuvei Corporation212,333265,081+52,7486,8758,8402.50%+1,965
Manitex International, Inc.0344,741+344,74101,9410.55%+1,941
Ares Management Corp.(ARES)011,545+11,54501,7990.51%+1,799
NVIDIA Corp.(NVDA)263,515282,015+18,50032,55534,2489.70%+1,693
Citigroup Inc.(C)74,950102,790+27,8404,7566,4351.82%+1,678
Consolidated Communications Ho510,681804,143+293,4622,2473,7311.06%+1,484
Mastercard Inc. - Class A(MA)28,82528,185-64012,71613,9183.94%+1,201
Apple, Inc.(AAPL)63,07561,250-1,82513,28514,2714.04%+986
Ross Stores, Inc.(ROST)06,475+6,47509750.28%+975
Hess Corp.06,500+6,50008830.25%+883
Broadcom, Inc.(AVGO)1,70019,550+17,8502,7293,3720.96%+643
ICC Holdings, Inc.114,627139,860+25,2332,5943,2070.91%+613
Cardinal Health Inc.(CAH)05,020+5,02005550.16%+555
Regeneron Pharmaceuticals, Inc(REGN)0522+52205490.16%+549
UBS Group AG(UBS)377,712377,712011,15811,6753.31%+517
Meta Platforms, Inc.(META)18,15416,880-1,2749,1549,6632.74%+509
Danaher Corp.(DHR)2,6734,126+1,4536681,1470.32%+479
TJX Company, Inc.(TJX)57,15757,15706,2936,7181.90%+425
HEICO Corp.(HEI)10,64310,64302,3802,7830.79%+403
TransDigm Group, Inc.(TDG)8,3137,691-62210,62110,9763.11%+355
ServiceNow, Inc.(NOW)6,0395,700-3394,7515,0981.44%+347
Nasdaq, Inc.(NDAQ)24,08024,08001,4511,7580.50%+307
Gartner, Inc.(IT)9,6609,157-5034,3384,6401.31%+302
Spotify Technology S.A.(SPOT)14,45313,068-1,3854,5354,8161.36%+281
Ferrari NV
COM
3,4703,47001,4171,6310.46%+214
Synopsys, Inc.(SNPS)7,4689,170+1,7024,4444,6441.32%+200
Exxon Mobil Corp.78,37578,37509,0239,1872.60%+165
Capri Holdings Limited
SHS
13,25013,25004385620.16%+124
Monster Beverage Corp.(MNST)41,66841,66802,0812,1740.62%+93
Salesforce, Inc.(CRM)4,5754,57501,1761,2520.35%+76
Blackbaud, Inc.(BLKB)7,3007,325+255566200.18%+64
Netflix, Inc.(NFLX)7,2786,991-2874,9124,9591.40%+47
Paramount Global45,00045,00004684780.14%+10
Taiwan Semiconductor(TSM)7,6007,60001,3211,3200.37%-1
ANSYS, Inc.2,1752,17506996930.20%-6
Amazon.com, Inc.(AMZN)67,09069,420+2,33012,96512,9353.66%-30
Eli Lilly & Co.(LLY)2,4502,45002,2182,1710.61%-48
Walt Disney Company/The(DIS)15,97015,97001,5861,5360.44%-50
Vulcan Materials Company(VMC)20,47420,108-3665,0915,0361.43%-56
Sequans Communications(Q)244,3600-244,3601230-123
Martin Marietta Materials, Inc(MLM)3,8813,615-2662,1031,9460.55%-157
Microsoft Corp.(MSFT)31,30832,114+80613,99313,8193.91%-174
Diamondback Energy, Inc.(FANG)6,5206,52001,3051,1240.32%-181
Surmodics, Inc.202,934212,934+10,0008,5318,2582.34%-274
Lululemon Athletica, Inc.(LULU)11,63711,63703,4763,1580.89%-318
Novo Nordisk A/S(NVO)18,99518,99502,7112,2620.64%-450
TEGNA, Inc.34,7050-34,7054840-484
Alphabet, Inc. - Class C(GOOG)62,39661,759-63711,44510,3252.93%-1,119
FNCB Bancorp, Inc.167,8390-167,8391,1330-1,133
Humana, Inc.(HUM)21,83022,115+2858,1577,0051.98%-1,152
Chipotle Mexican Grill, Inc.(CMG)23,7500-23,7501,4880-1,488
Boeing Co.(BA)59,79659,796010,8839,0912.58%-1,792
Roper Technologies, Inc.(ROP)5,7792,571-3,2083,2571,4310.41%-1,827
AutoZone, Inc.(AZO)6370-6371,8880-1,888
Emerson Electric Co.(EMR)18,7630-18,7632,0670-2,067
Adobe Systems, Inc.(ADBE)4,0780-4,0782,2650-2,265
L3Harris Technologies, Inc.(LHX)10,7750-10,7752,4200-2,420
Boeing Co.(Call)31,00019,700-11,3005,6422,995-2,647
Macatawa Bank Corp.184,4260-184,4262,6930-2,693
NXP Semiconductors NV
COM
24,95316,270-8,6836,7153,9051.11%-2,810
California Bancorp, Inc.136,5200-136,5202,9350-2,935
Whole Earth Brands, Inc.800,3410-800,3413,8900-3,890
National West Life Group, Inc.10,3860-10,3865,1610-5,161
Cerevel Therapeutics Holdings,192,1500-192,1507,8570-7,857
Codorus Valley Bancorp, Inc.471,4700-471,47011,3340-11,334
Everbridge, Inc.324,5500-324,55011,3560-11,356
Apartments Income REIT Corp.399,2740-399,27415,6040-15,604
Cambridge Bancorp264,6400-264,64018,2600-18,260
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