Frontier Capital Management Co Llc: Significant Stock Purchases & Sales in Q2 2026

Frontier Capital Management Co Llc saw substantial activity within its investment portfolio as of June 30, 2026. The firm's holdings underwent considerable changes this quarter, reflecting strategic buying and selling decisions.

Prominent Purchases This Quarter

The investor demonstrated strong buying interest in several stocks during Q2 2026. Technology sector companies were particularly favored, with Frontier Capital adding significant positions to Applied Optoelectronics Inc (AAOI) and MongoDB Inc (MDB). The investment in AAOI represents a substantial increase of over 243% in shares held compared to the previous quarter, while MDB saw nearly a 56% increase. These moves suggest confidence in these technology stocks.

Outside Technology, Frontier Capital also showed buying activity in other sectors. In Healthcare, the firm increased its stake in United States Antimony Corp (UAMY), which is categorized under Basic Materials but has applications relevant to healthcare. This purchase resulted in a 100% increase in shares for UAMY.

Furthermore, the investor purchased shares of Lattice Semiconductor Corp (LSCC) and Dynatrace Inc (DT), both falling within the Technology sector. These additions further diversify Frontier Capital's tech holdings as of June 30, 2026.

Significant Disposals This Quarter

Conversely, Frontier Capital Management Co Llc disposed of considerable portions of its portfolio this quarter. The most notable sale was the exit from Darling Ingredients Inc (DAR), a Consumer Defensive stock, where shares decreased by over 67%.

The investor also sold off positions in several other companies during Q2 2026. Garret Motion Inc (GTX) experienced an almost 45% reduction in holdings, and RxO Inc saw its stake decrease by nearly 61%. These exits might indicate a shift in strategy or assessment of these particular stocks.

Additionally, Frontier Capital sold shares of Ciffr Digital Inc (CIFR), another Financial Services stock. The disposal resulted in over half of the previous quarter's holdings being shed from CIFR during this period.

New Positions and Minor Changes

The investor established new positions or made relatively small adjustments with several other stocks. Pagaya Technologies Ltd (PGY) was added to the portfolio, albeit in smaller quantities than its current allocation might suggest for a 'new' position compared to major purchases.

Other notable changes include climbing stakes in Climb Bio Inc (ELYM), which saw a 100% increase this quarter. The investor also increased holdings slightly in United States Antimony Corp (UAMY) and SILA Realty Trust Inc (SILA).

No Such Activity Disclosed

In some cases, the data does not provide information on specific changes for certain stocks or sectors. For instance, purchases of stocks like Standard Aero Inc (85423L103) and Granite Constr Inc (GVA), which are already established holdings but may have increased this quarter, were not explicitly listed as 'significant buys' in the provided data.

Overall, Frontier Capital Management Co Llc's portfolio changes for Q2 2026 indicate a dynamic approach to investing. The firm focused on acquiring shares of promising technology companies while strategically exiting positions in others like DAR and CIFR. For more detailed information about these holdings or the investment strategy of Frontier Capital Management Co Llc, please refer to their latest filings.