StockDriftsStockDriftsTop 50 Wasatch Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | 4.71% | 7.96M | $719.0M | +10.52%(+757.80K) | $65.87(+56.36%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC | 2.39% | 2.28M | $365.2M | +10.71%(+220.33K) | $60.96(+197.77%) | 2026-06-30 | |
| CAMT | CAMTEK LTD | 2.27% | 2.12M | $346.1M | -22.23%(-606.40K) | $73.00(+126.53%) | 2026-06-30 | |
| CWST | CASELLA WASTE SYS INC | 2.24% | 3.53M | $342.5M | +36.77%(+949.37K) | $97.59(-7.04%) | 2026-06-30 | |
| MEDP | MEDPACE HLDGS INC | 2.21% | 636.6K | $337.1M | -17.75%(-137.34K) | $200.02(+189.22%) | 2026-06-30 | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 2.19% | 4.36M | $335.4M | +45.87%(+1.37M) | $74.50(+0.58%) | 2026-06-30 | |
| SXI | STANDEX INTL CORP | 1.98% | 846.3K | $302.7M | -35.75%(-470.97K) | $185.19(+78.84%) | 2026-06-30 | |
| AAON | AAON INC | 1.94% | 2.34M | $296.7M | +3.10%(+70.40K) | $70.80(+24.01%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 1.88% | 8.28M | $287.4M | +28.13%(+1.82M) | $34.01(+24.56%) | 2026-06-30 | |
| NVMI | NOVA LTD | 1.82% | 512.7K | $278.4M | -39.87%(-339.95K) | $129.80(+222.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.28% | +34.11% | +1.49% | +7.65% |
| Top 20 Holdings Unweighted | +9.34% | +30.72% | +1.28% | +6.55% |
Wasatch Advisors LP reports $15.28B in US-listed equity holdings across 219 positions in its most recent 13F filing. Its largest disclosed positions are HQY (4.7%), ENSG (2.4%) and CAMT (2.3%). The top 20 holdings account for 39.41% of reported assets. Its disclosed equity book has returned +34.11% 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 Wasatch Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 814133). View Wasatch Advisors LP’s 13F filings on SEC