Wasatch Advisors LP
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$15.1B
Holdings
213
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HQY
HEALTHEQUITY INC
Held since at least Q1 2024
4.0%
02
$ENSG
ENSIGN GROUP INC
Held since at least Q1 2024
2.8%
03
$CAMT
CAMTEK LTD
Held since at least Q1 2024
2.7%
04
$MEDP
MEDPACE HLDGS INC
Q1 2026: New position (60.0k shares)
2.5%
05
$NVMI
NOVA LTD
Held since at least Q1 2024
2.5%
06
$FN
FABRINET
Q1 2026: New position (1.1k shares)
2.4%
07
$ECG
EVERUS CONSTR GROUP
Held since at least Q1 2024
2.4%
08
$SXI
STANDEX INTL CORP
Held since at least Q1 2024
2.2%
09
$RBC
RBC BEARINGS INC
Held since at least Q1 2024
2.1%
10
$KAI
KADANT INC
Held since at least Q1 2024
2.0%
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 08:06 UTC.