Formula Growth Ltd Portfolio Shifts in Q2 2026: Key Acquisitions & Disposals

Formula Growth Ltd has released its investment activity report for Q2 2026 (as of June 30th), providing insights into notable stock acquisitions and disposals. The firm demonstrated a dynamic approach to portfolio management this quarter, engaging in both buying new positions and selling existing holdings.

The investor's actions resulted in several significant changes to their portfolio composition:

• Substantial Purchases: Formula Growth Ltd significantly increased its stake in KLAVIYO INC (KVYO) by 100%, adding a considerable position. The firm also made notable additions elsewhere, boosting the overall portfolio value.
• Strategic Sales: Conversely, the investor disposed of significant holdings this quarter, including NOKIA CORP (NOK), which saw an approximate 57.89% reduction in its stake, and ZIPRECRUITER INC (ZIP), where the position was reduced by roughly 71.43%. These sales mark a departure from previous positions.

These changes reflect Formula Growth Ltd's active investment strategy focused on capitalizing on market opportunities while managing its portfolio exposures:

• The firm appears to be prioritizing growth in specific sectors, evidenced by the large increases in certain stocks.
• While divesting some positions like NOK and ZIP, which showed substantial declines (-57.89% and -71.43%), Formula Growth Ltd continues to hold other companies with strong performance metrics or potential.

The portfolio adjustments by Formula Growth Ltd are part of a broader quarterly review. The total number of holdings managed by the investor saw changes, with some stocks being added or removed from their active list.

In terms of sector allocation shifts during this period:

• The Technology and Industrials sectors experienced notable inflows due to acquisitions like KLAVIYO INC (KVYO) and continued positions in LATHAM GROUP INC (SWIM).
• Healthcare also saw significant buying activity, with Formula Growth Ltd increasing stakes in multiple Healthcare companies.

The investor's portfolio now includes a diverse range of stocks across Technology, Industrials, Healthcare, Consumer Cyclical, Real Estate, and other sectors. The specific changes observed this quarter indicate a targeted approach to refining these allocations:

• Formula Growth Ltd added new positions or significantly increased existing ones in several companies.
• The firm also strategically exited large portions of its stake in Nokia (NOK) and ZipRecruiter (ZIP).

For detailed information on Formula Growth Ltd's investment activities, including the full list of holdings and their current allocations as of June 30th, 2026, please refer to their institutional profile. Investors interested in tracking specific stock movements can explore individual company profiles at InsiderSet.