Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KALMAR INVESTMENTS INC /DE/ (CIK 928749) reported $443.3M across 83 reported positions in its SEC 13F filing for 2017-03-31. Largest positions: COO ($11.8M, 2.67%), RAMP ($11.6M, 2.63%), RGEN ($11.6M, 2.63%), CALD ($10.8M, 2.45%), MXL ($9.7M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COO | Cooper Companies, Inc | $11.8M | 2.67% | 59,108 | Trimmed |
| 2 | RAMP | Acxiom Corp | $11.6M | 2.63% | 408,941 | Trimmed |
| 3 | RGEN | Repligen Corp | $11.6M | 2.63% | 330,742 | Trimmed |
| 4 | CALD | Callidus Software, Inc | $10.8M | 2.45% | 507,758 | Trimmed |
| 5 | MXL | MaxLinear, Inc | $9.7M | 2.19% | 346,327 | Trimmed |
| 6 | WST | West Pharmaceuticals Services, | $9.7M | 2.18% | 118,331 | Trimmed |
| 7 | BDC | Belden, Inc | $9.4M | 2.12% | 135,738 | Trimmed |
| 8 | PFGC | Performance Food Group Co | $9.3M | 2.09% | 389,380 | Trimmed |
| 9 | WNS | WNS Holdings Ltd - ADR | $9.2M | 2.07% | 321,305 | Trimmed |
| 10 | GTT | GTT Communications, Inc | $8.4M | 1.89% | 344,104 | Trimmed |
| 11 | ROG | Rogers Corp | $8.3M | 1.87% | 96,728 | Trimmed |
| 12 | LGND | Ligand Pharmaceuticals, Inc | $7.8M | 1.77% | 74,128 | Trimmed |
| 13 | PDCE | PDC Energy, Inc | $7.6M | 1.73% | 122,651 | Trimmed |
| 14 | TXRH | Texas Roadhouse, Inc. | $7.5M | 1.69% | 168,026 | Trimmed |
| 15 | EGHT | 8x8, Inc | $7.5M | 1.68% | 488,875 | Trimmed |
| 16 | TREX | Trex Company, Inc | $7.3M | 1.65% | 105,232 | Trimmed |
| 17 | MTDR | Matador Resources Co | $7.0M | 1.58% | 293,615 | Trimmed |
| 18 | THS | Treehouse Foods, Inc | $6.9M | 1.57% | 81,994 | Trimmed |
| 19 | WAGE | WageWorks, Inc | $6.9M | 1.57% | 96,100 | Trimmed |
| 20 | AVNT | PolyOne Corp | $6.9M | 1.55% | 201,630 | Trimmed |
| 21 | MIDD | Middleby Corp | $6.6M | 1.49% | 48,424 | Trimmed |
| 22 | EPAY | Bottomline Technologies, Inc | $6.5M | 1.48% | 276,483 | Trimmed |
| 23 | MSM | MSC Industrial Direct Co, Inc | $6.4M | 1.45% | 62,759 | Trimmed |
| 24 | AOS | A O Smith Corp | $6.3M | 1.42% | 122,791 | Trimmed |
| 25 | CHUY | Chuy's Holdings, Inc | $6.3M | 1.42% | 210,836 | Trimmed |
Source: SEC Form 13F filings · as of 2017-03-31