Arrowmark Colorado Holdings Llc Portfolio Stock Holdings

Arrowmark Colorado Holdings Llc disclosed 293 stock positions valued at approximately $3.8 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, FEDERAL SIGNAL CORP, and TRIMBLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
293
Portfolio Value
$3.8B
Holdings by Sector
Arrowmark Colorado Holdings Llc Portfolio Holdings in Q1 2026

262 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTBILOther3.09%1,270,023-142,979-10.12%$116,384,908
FEDERAL SIGNAL CORPFSSIndustrials1.79%623,748+53,249+9.33%$67,452,109
TRIMBLE INCTRMBTechnology1.77%1,021,075-37,322-3.53%$66,604,722
RB GLOBAL INCRBAIndustrials1.73%678,367+161,713+31.30%$65,021,477
TURNING PT BRANDS INCTPBConsumer Defensive1.72%745,423-124,324-14.29%$64,695,262
CHURCHILL DOWNS INCCHDNConsumer Cyclical1.71%715,841+62,982+9.65%$64,303,997
AXOGEN INCAXGNHealthcare1.69%1,915,439+441,157+29.92%$63,458,494
KIRBY CORPKEXIndustrials1.66%470,548-138,972-22.80%$62,526,418
HINGE HEALTH INC433313103Other1.61%1,575,283+301,773+23.70%$60,742,912
CURTISS WRIGHT CORPCWIndustrials1.58%87,542-10,107-10.35%$59,626,607
TANDEM DIABETES CARE INCTNDMHealthcare1.58%3,103,609+213,918+7.40%$59,496,185
WAYSTAR HLDG CORPWAYHealthcare1.41%2,198,468+275,358+14.32%$53,005,063
CIMPRESS PLCG2143T103Other1.31%672,595-210,375-23.83%$49,099,435
COOPER COS INCCOOHealthcare1.26%662,361-102,350-13.38%$47,358,812
VISTRA CORPVSTUtilities1.25%313,815-2,392-0.76%$47,175,809
VERACYTE INCVCYTHealthcare1.18%1,374,103-187,346-12.00%$44,259,858
CARGURUS INCCARGConsumer Cyclical1.17%1,297,916-218,034-14.38%$44,194,040
SPX TECHNOLOGIES INCSPXCIndustrials1.16%217,418+42,979+24.64%$43,470,555
STANDARDAERO INC85423L103Other1.14%1,657,434-260,541-13.58%$42,811,520
GLOBUS MED INCGMEDHealthcare1.12%487,426-353,599-42.04%$41,996,624
SENSATA TECHNOLOGIES HLDG PLSTOther1.08%1,149,307-68,367-5.61%$40,478,593
APPLIED INDL TECHNOLOGIES INAITIndustrials1.04%147,906+13,481+10.03%$39,242,420
PRAXIS PRECISION MEDICINES IPRAXHealthcare1.01%117,851+87,851+292.84%$37,970,414
ON SEMICONDUCTOR CORPONTechnology0.99%603,194-10,792-1.76%$37,349,772
HALOZYME THERAPEUTICS INCHALOHealthcare0.98%569,789-56,429-9.01%$36,825,463
CHENIERE ENERGY INCLNGEnergy0.97%128,458-13,460-9.48%$36,451,242
STERIS PLCG8473T100Other0.97%164,192-25,141-13.28%$36,307,777
DYNATRACE INCDTTechnology0.96%980,952-204,976-17.28%$36,275,605
GENERAC HLDGS INCGNRCIndustrials0.94%180,961+94,657+109.68%$35,347,112
STERLING INFRASTRUCTURE INCSTRLIndustrials0.93%86,028+962+1.13%$35,036,624
ALKAMI TECHNOLOGY INCALKTTechnology0.93%2,232,676-379,187-14.52%$34,986,033
DRAFTKINGS INC NEWDKNGConsumer Cyclical0.92%1,604,630+199,041+14.16%$34,692,101
JBT MAREL CORPORATIONJBTIndustrials0.89%262,142-26,692-9.24%$33,520,098
MADRIGAL PHARMACEUTICALS INCMDGLHealthcare0.87%62,441-20,183-24.43%$32,685,990
LATTICE SEMICONDUCTOR CORPLSCCTechnology0.86%347,982-14,546-4.01%$32,278,810
EURONET WORLDWIDE INCEEFTTechnology0.85%482,461-96,460-16.66%$32,020,937
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.84%851,801-596,900-41.20%$31,525,155
WISDOMTREE INCWTFinancial Services0.79%2,043,930-363,808-15.11%$29,759,621
KLAVIYO INCKVYOTechnology0.77%1,488,481+672,876+82.50%$28,965,840
CERTARA INCCERTHealthcare0.70%4,592,707-892,992-16.28%$26,178,430
UNITED STS LIME & MINERALS IUSLMBasic Materials0.69%199,855+7,219+3.75%$26,103,062
FIRST AMERN FINL CORPFAFFinancial Services0.66%413,586-34,008-7.60%$24,935,100
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical0.66%337,284+120,438+55.54%$24,932,033
ENTEGRIS INCENTGTechnology0.65%209,125-24,487-10.48%$24,517,815
MERIT MED SYS INCMMSIHealthcare0.64%348,637-108,795-23.78%$24,031,548
TRINET GROUP INCTNETIndustrials0.63%649,180-40,417-5.86%$23,649,627
AAON INCAAONIndustrials0.62%280,196+73,628+35.64%$23,186,219
RAMBUS INC DELRMBSTechnology0.60%261,716-10,294-3.78%$22,515,427
WELLS FARGO & COWFCFinancial Services0.54%253,860-32,600-11.38%$20,209,795
BLOOM ENERGY CORPBEIndustrials0.53%146,500-6,816-4.45%$19,849,285
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.52%196,978-30,255-13.31%$19,715,528
NUVALENT INCNUVLHealthcare0.51%186,850-109,179-36.88%$19,142,783
REMITLY GLOBAL INCRELYTechnology0.51%1,220,942-1,403,390-53.48%$19,132,161
CRESCENT ENERGY COMPANYCRGYEnergy0.48%1,340,375-253,397-15.90%$18,095,063
UNITEDHEALTH GROUP INCUNHHealthcare0.48%66,705-4,600-6.45%$18,049,706
ROYALTY PHARMA PLCRPRXOther0.47%366,753-745-0.20%$17,593,141
TEXAS CAP BANCSHARES INCTCBIFinancial Services0.46%180,737--$17,148,327
FLOOR & DECOR HLDGS INCFNDConsumer Cyclical0.45%334,969-38,331-10.27%$17,016,425
TRANSMEDICS GROUP INCTMDXHealthcare0.45%171,068-15,911-8.51%$17,005,870
ARROWMARK FINANCIAL CORPBANXFinancial Services0.45%884,834+76,758+9.50%$16,864,936
ENVISTA HOLDINGS CORPORATIONNVSTHealthcare0.45%663,643--$16,836,623
CHEWY INCCHWYConsumer Cyclical0.44%614,418+166,104+37.05%$16,589,286
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.44%306,156-563,354-64.79%$16,495,685
PRIVIA HEALTH GROUP INCPRVAHealthcare0.42%775,369-65,897-7.83%$15,949,340
FIRST CTZNS BANCSHARES INC DFCNCAFinancial Services0.40%7,886-1,453-15.56%$14,862,429
TANGO THERAPEUTICS INCTNGXHealthcare0.39%708,385--$14,819,414
REGAL REXNORD CORPORATIONRRXIndustrials0.39%77,600+3,000+4.02%$14,531,376
CALIFORNIA RES CORPCRCEnergy0.38%209,000-21,000-9.13%$14,466,980
ABCELLERA BIOLOGICS INCABCLHealthcare0.38%4,105,095--$14,326,782
TIMKEN COTKRIndustrials0.37%137,489-21,251-13.39%$13,827,269
CACI INTL INCCACITechnology0.36%25,132-1,100-4.19%$13,668,541
AGIOS PHARMACEUTICALS INCAGIOHealthcare0.36%403,590-62,561-13.42%$13,653,450
FOX FACTORY HLDG CORPFOXFConsumer Cyclical0.35%806,733-142,635-15.02%$13,278,825
LEGEND BIOTECH CORPLEGNHealthcare0.35%727,144+5,354+0.74%$13,154,035
AURORA INNOVATION INCAURTechnology0.34%3,111,842+3,111,842+100.00%$12,820,789
CG ONCOLOGY INCCGONHealthcare0.34%186,312-59,520-24.21%$12,609,596
SUN CMNTYS INCSUIReal Estate0.33%97,312+37,000+61.35%$12,257,420
DYNE THERAPEUTICS INCDYNHealthcare0.32%673,949-26,704-3.81%$12,218,695
HEALTHEQUITY INCHQYHealthcare0.32%145,827-23,933-14.10%$12,186,762
ORIC PHARMACEUTICALS INCORICHealthcare0.32%960,517-103,252-9.71%$12,169,750
EVERGY INCEVRGUtilities0.32%148,000-16,000-9.76%$12,124,160
HOULIHAN LOKEY INCHLIFinancial Services0.32%84,086-2,515-2.90%$12,076,431
DOLLAR TREE INCDLTRConsumer Defensive0.32%110,125-25,000-18.50%$12,059,789
BROOKFIELD RENEWABLE CORPBEPCOther0.32%302,300--$12,040,609
SERVICETITAN INCTTANOther0.32%188,748+188,748+100.00%$11,977,948
ADEIA INCADEATechnology0.31%487,000-98,000-16.75%$11,702,610
PDF SOLUTIONS INCPDFSTechnology0.31%356,620-136,723-27.71%$11,665,040
CAMECO CORPCCJEnergy0.31%106,789-19,000-15.10%$11,598,353
GEO GROUP INCGEOIndustrials0.31%682,700-74,700-9.86%$11,476,187
VSE CORPVSECIndustrials0.30%60,500+3,500+6.14%$11,156,200
BWX TECHNOLOGIES INCBWXTIndustrials0.30%54,500--$11,144,705
MSA SAFETY INCMSAIndustrials0.30%67,879-10,211-13.08%$11,128,762
KADANT INCKAIIndustrials0.29%37,898+6,701+21.48%$11,079,480
TRANSCAT INCTRNSIndustrials0.29%150,532+16,794+12.56%$11,056,575
BROOKFIELD CORPBNFinancial Services0.29%269,355-3,901-1.43%$10,900,797
MIRION TECHNOLOGIES INCMIRIndustrials0.28%575,155-140,910-19.68%$10,692,131
ELASTIC N VN14506104Other0.28%211,888-33,435-13.63%$10,592,281
NEUROGENE INCNGNEHealthcare0.28%524,796-52,694-9.12%$10,579,887
TELEFLEX INCORPORATEDTFXHealthcare0.28%87,400+11,400+15.00%$10,453,914
BIO-TECHNE CORPTECHHealthcare0.27%196,936-30,507-13.41%$10,291,875