StockDriftsStockDriftsTop 24 Bares Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PEGA | Pegasystems Inc | 17.93% | 3.38M | $194.4M | -4.58%(-162.37K) | $38.07(+54.70%) | 2025-09-30 | |
| XYZ | Block Inc | 13.28% | 1.99M | $144.0M | -7.31%(-157.12K) | $81.39(-20.63%) | 2025-09-30 | |
| WDAY | Workday Inc. | 13.19% | 593.8K | $142.9M | +11.43%(+60.92K) | $161.54(+35.47%) | 2025-09-30 | |
| IBKR | Interactive Brokers Group Inc | 13.08% | 2.06M | $141.8M | -31.57%(-950.51K) | $12.56(+400.77%) | 2025-09-30 | |
| CSGP | CoStar Group | 9.54% | 1.23M | $103.5M | +0.95%(+11.60K) | $49.60(+30.49%) | 2025-09-30 | |
| ETSY | Etsy Inc | 8.73% | 1.43M | $94.7M | -0.53%(-7.65K) | $103.19(-47.98%) | 2025-09-30 | |
| ALGN | Align Technology Inc. | 7.04% | 609.7K | $76.3M | +19.01%(+97.38K) | $237.26(-31.96%) | 2025-09-30 | |
| W | Wayfair Inc | 5.54% | 672.5K | $60.1M | -8.63%(-63.53K) | $128.70(-23.50%) | 2025-09-30 | |
| MEDP | Medpace Holdings, Inc. | 5.29% | 111.5K | $57.3M | -29.01%(-45.58K) | $305.97(+83.09%) | 2025-09-30 | |
| GMED | Globus Medical Inc Class A | 2.75% | 521.1K | $29.8M | new | $57.21(+51.87%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.56% | +84.11% |
| Top 20 Holdings Unweighted | +17.17% | +60.87% |
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