StockDriftsStockDriftsTop 50 Rice Hall James & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LGND | LIGAND PHARMACEUTICALS INC | 4.15% | 270.1K | $85.4M | -4.77%(-13.52K) | $77.45(+284.54%) | 2026-06-30 | |
| ACIW | ACI WORLDWIDE INC | 2.46% | 1.01M | $50.6M | +0.32%(+3.24K) | $31.33(+68.35%) | 2026-06-30 | |
| ARLO | ARLO TECHNOLOGIES INC | 2.45% | 3.73M | $50.3M | +2.00%(+73.07K) | $7.59(+96.17%) | 2026-06-30 | |
| FN | FABRINET | 2.4% | 87.6K | $49.2M | -17.24%(-18.24K) | $180.15(+195.40%) | 2026-06-30 | |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 2.34% | 560.9K | $48.1M | +2.23%(+12.26K) | $49.61(+50.36%) | 2026-06-30 | |
| XPO | XPO INC | 2.25% | 224.9K | $46.2M | +0.26%(+579) | $15.87(+1173.79%) | 2026-06-30 | |
| ZD | ZIFF DAVIS INC | 2.09% | 821.5K | $43.0M | +2.71%(+21.68K) | $49.85(+9.84%) | 2026-06-30 | |
| FOUR | SHIFT4 PMTS INC | 2.07% | 874.5K | $42.5M | +3.16%(+26.77K) | $79.76(-46.39%) | 2026-06-30 | |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 1.95% | 624.9K | $40.0M | +2.71%(+16.51K) | $19.68(+288.98%) | 2026-06-30 | |
| LRN | STRIDE INC | 1.84% | 439.0K | $37.9M | +0.12%(+541) | $48.54(+65.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.72% | +4.31% | +23.49% |
| Top 20 Holdings Unweighted | +13.46% | +46.08% | +4.33% | +23.61% |
Rice Hall James & Associates LLC reports $2.05B in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are LGND (4.2%), ACIW (2.5%) and ARLO (2.5%). The top 20 holdings account for 37.87% of reported assets. Its disclosed equity book has returned +49.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rice Hall James & Associates LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1230765). View Rice Hall James & Associates LLC’s 13F filings on SEC