Formula Growth Ltd.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$221.6M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MU
MICRON TECHNOLOGY INC
Q1 2026: Exited (was 32.0k shares)
3.2%
02
$SWIM
LATHAM GROUP INC
Q1 2026: Exited (was 1.21M shares)
3.0%
03
$SSYS
STRATASYS LTD
Q1 2026: Exited (was 660.0k shares)
2.8%
04
$FOXF
FOX FACTORY HLDG CORP
Q1 2026: Exited (was 139.2k shares)
2.1%
05
$JHX
JAMES HARDIE INDS PLC
Q1 2026: Exited (was 306.8k shares)
2.0%
06
$XPO
XPO INC
Q1 2026: Exited (was 23.0k shares)
2.0%
07
$ALHC
ALIGNMENT HEALTHCARE INC
Q1 2026: Exited (was 239.5k shares)
1.9%
08
$COMP
COMPASS INC
Q1 2026: Exited (was 427.3k shares)
1.9%
09
$NOK
NOKIA CORP
Q1 2026: Exited (was 275.0k shares)
1.7%
10
$CECO
CECO ENVIRONMENTAL CORP
Q1 2026: Exited (was 70.7k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.