Frontier Capital Q2 2026: Technology Buys Dominate Portfolio Shifts

Frontier Capital Management Co Llc experienced notable changes to its investment portfolio during the second quarter of 2026. The total portfolio value saw an increase from previous periods, reflecting strategic buying and adjustments across various sectors.

Prominent Technology Investments

The investor demonstrated a strong focus on acquiring technology stocks this quarter. AAOI (APPLIED OPTOELECTRONICS INC), identified at , showed the most significant increase with shares growing by 243.25% and its portfolio allocation rising to 1.35%. Similarly, MDB (MONGODB INC), available at , increased substantially by 55.89%, boosting its weight within the portfolio.

Strategic Acquisitions and Portfolio Growth

The overall portfolio value reached $10.15 billion as of June 30, 2026. This growth was driven not only by Technology but also by other sectors showing increased allocations or new additions.

Healthcare and Real Estate Activity

In the Healthcare sector, UTHR (UNITED THERAPEUTICS CORP DEL), accessible at , maintained its position with a slight decrease in shares (-18.16%). New positions emerged in Real Estate and Healthcare, including the addition of SILA (SILA REALTY TRUST INC) at which replaced a previous holding entirely.

The Basic Materials sector saw the introduction of a new major position in UAMY (UNITED STATES ANTIMONY CORP), available at . Other sectors like Financial Services and Consumer Cyclical also featured changes, with additions such as CIFR (CIPHER DIGITAL INC) in the former and exits from positions held previously.