Eam Investors, LLC Top Holdings and 13F Report (2024) → Wall Street Legend Warns: 'A Strange Day Is Coming to America' (From Chaikin Analytics) (Ad) About Eam Investors, LLCInvestment ActivityEam Investors, LLC has $641.71 million in total holdings as of March 31, 2024.Eam Investors, LLC owns shares of 231 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Approximately 50.20% of the portfolio was purchased this quarter.About 52.16% of the portfolio was sold this quarter.This quarter, Eam Investors, LLC has purchased 232 new stocks and bought additional shares in 46 stocks.Eam Investors, LLC sold shares of 65 stocks and completely divested from 119 stocks this quarter.Largest Holdings Super Micro Computer $16,061,497FTAI Infrastructure $7,371,102Viking Therapeutics $5,991,166Applied Industrial Technologies $5,912,079Nextracker $5,792,434 Largest New Holdings this Quarter AAON $5,516,910 HoldingSweetgreen $5,262,870 HoldingDycom Industries $5,054,265 HoldingRyman Hospitality Properties $5,029,035 HoldingCommvault Systems $4,843,688 Holding Largest Purchases this Quarter AAON 62,621 shares (about $5.52M)Sweetgreen 208,348 shares (about $5.26M)Dycom Industries 35,214 shares (about $5.05M)Ryman Hospitality Properties 43,500 shares (about $5.03M)Commvault Systems 47,754 shares (about $4.84M) Largest Sales this Quarter Viking Therapeutics 95,974 shares (about $7.87M)Alpine Immune Sciences 87,786 shares (about $3.48M)CleanSpark 156,642 shares (about $3.32M)Fabrinet 15,901 shares (about $3.01M)XPO 23,458 shares (about $2.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEam Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMCISuper Micro Computer$16,061,497$1,897,846 ▲13.4%15,9022.5%Computer and TechnologyFIPFTAI Infrastructure$7,371,102$426,617 ▲6.1%283,5501.1%FinanceVKTXViking Therapeutics$5,991,166$7,869,868 ▼-56.8%73,0630.9%MedicalAITApplied Industrial Technologies$5,912,079$89,490 ▲1.5%29,9270.9%Industrial ProductsNXTNextracker$5,792,434$1,330,110 ▲29.8%102,9400.9%Oils/EnergyFIXComfort Systems USA$5,759,765$575,055 ▼-9.1%18,1290.9%ConstructionAAONAAON$5,516,910$5,516,910 ▲New Holding62,6210.9%ConstructionDRSLeonardo DRS$5,358,147$134,893 ▼-2.5%234,2780.8%AerospaceSGSweetgreen$5,262,870$5,262,870 ▲New Holding208,3480.8%Retail/WholesaleDYDycom Industries$5,054,265$5,054,265 ▲New Holding35,2140.8%ConstructionRHPRyman Hospitality Properties$5,029,035$5,029,035 ▲New Holding43,5000.8%FinanceIBPInstalled Building Products$5,000,475$830,782 ▼-14.2%19,3270.8%ConstructionCRNXCrinetics Pharmaceuticals$4,990,601$75,317 ▲1.5%106,6140.8%MedicalRXSTRxSight$4,954,311$580,739 ▼-10.5%96,0510.8%MedicalQTWOQ2$4,874,887$73,689 ▲1.5%92,7490.8%Computer and TechnologyLNWLight & Wonder$4,852,848$1,290,418 ▲36.2%47,5350.8%Consumer DiscretionaryCVLTCommvault Systems$4,843,688$4,843,688 ▲New Holding47,7540.8%Computer and TechnologyInformatica Inc$4,832,030$73,255 ▲1.5%138,0580.8%Common StockSTRLSterling Infrastructure$4,748,735$4,748,735 ▲New Holding43,0490.7%ConstructionSSDSimpson Manufacturing$4,742,736$678,941 ▼-12.5%23,1150.7%ConstructionONTOOnto Innovation$4,711,158$970,589 ▼-17.1%26,0170.7%Computer and TechnologyKRYSKrystal Biotech$4,703,580$4,703,580 ▲New Holding26,4350.7%MedicalCOOPMr. Cooper Group$4,649,250$70,311 ▲1.5%59,6440.7%FinanceHIMSHims & Hers Health$4,636,545$4,636,545 ▲New Holding299,7120.7%MedicalACLXArcellx$4,593,917$69,550 ▲1.5%66,0520.7%MedicalESABESAB$4,586,333$69,549 ▲1.5%41,4790.7%Industrial ProductsEXPEagle Materials$4,582,520$4,582,520 ▲New Holding16,8630.7%ConstructionTDWTidewater$4,569,088$4,569,088 ▲New Holding49,6640.7%Oils/EnergyFROGJFrog$4,493,504$68,010 ▲1.5%101,6170.7%Computer and TechnologyPSNParsons$4,483,530$601,056 ▼-11.8%54,0510.7%Business ServicesTNCTennant$4,470,262$4,470,262 ▲New Holding36,7590.7%Industrial ProductsUFPTUFP Technologies$4,467,219$4,467,219 ▲New Holding17,7130.7%Industrial ProductsHEESH&E Equipment Services$4,449,728$4,449,728 ▲New Holding69,3320.7%Industrial ProductsLYFTLyft$4,429,176$4,429,176 ▲New Holding228,8980.7%Computer and TechnologyCVCOCavco Industries$4,409,613$66,643 ▲1.5%11,0500.7%ConstructionGMSGMS$4,391,689$66,289 ▲1.5%45,1170.7%Retail/WholesaleVCELVericel$4,345,075$4,345,075 ▲New Holding83,5270.7%MedicalALSNAllison Transmission$4,342,385$4,342,385 ▲New Holding53,5040.7%Auto/Tires/TrucksPATKPatrick Industries$4,332,938$65,589 ▲1.5%36,2680.7%ConstructionTHCTenet Healthcare$4,328,955$4,328,955 ▲New Holding41,1850.7%MedicalCAVACAVA Group$4,289,582$4,289,582 ▲New Holding61,2360.7%Retail/WholesaleVRTVertiv$4,288,165$2,618,259 ▼-37.9%52,5060.7%Computer and TechnologyVNTVontier$4,284,343$4,284,343 ▲New Holding94,4520.7%Business ServicesCNMCore & Main$4,264,324$868,540 ▼-16.9%74,4860.7%Business ServicesTOLToll Brothers$4,247,088$561,207 ▼-11.7%32,8290.7%ConstructionMKSIMKS Instruments$4,237,380$4,237,380 ▲New Holding31,8600.7%Computer and TechnologyAVAVAeroVironment$4,233,900$4,233,900 ▲New Holding27,6220.7%AerospaceLFMDLifeMD$4,231,351$1,250,069 ▼-22.8%411,6100.7%MedicalTXRHTexas Roadhouse$4,211,779$4,211,779 ▲New Holding27,2660.7%Retail/WholesaleDyne Therapeutics Inc$4,200,812$4,200,812 ▲New Holding147,9680.7%Common StockAPPFAppFolio$4,184,464$4,184,464 ▲New Holding16,9590.7%Computer and TechnologyNTNXNutanix$4,171,778$2,080,026 ▼-33.3%67,5920.7%Computer and TechnologyREVGREV Group$4,154,113$4,154,113 ▲New Holding188,0540.6%TransportationAPGAPi Group$4,133,757$1,527,957 ▼-27.0%105,2650.6%Business ServicesEVREvercore$4,132,404$62,207 ▲1.5%21,4570.6%FinanceADMAADMA Biologics$4,105,768$4,105,768 ▲New Holding622,0860.6%MedicalVVVValvoline$4,102,045$4,102,045 ▲New Holding92,0360.6%Basic MaterialsFRPTFreshpet$4,094,145$4,094,145 ▲New Holding35,3370.6%Consumer StaplesBWXTBWX Technologies$4,091,357$4,091,357 ▲New Holding39,8690.6%Computer and TechnologyAYIAcuity Brands$4,084,427$4,084,427 ▲New Holding15,1990.6%ConstructionAWIArmstrong World Industries$4,076,900$4,076,900 ▲New Holding32,8200.6%ConstructionGPSGAP$4,076,629$156,153 ▲4.0%147,9720.6%Retail/WholesaleAZEKAZEK$4,071,034$4,071,034 ▲New Holding81,0640.6%ConstructionKBHKB Home$4,065,677$61,524 ▲1.5%57,3600.6%ConstructionPOSTPost$4,048,737$4,048,737 ▲New Holding38,0950.6%Consumer StaplesRLRalph Lauren$4,037,591$4,037,591 ▲New Holding21,5040.6%Consumer DiscretionaryMCYMercury General$4,030,889$4,030,889 ▲New Holding78,1180.6%FinancePVHPVH$4,025,524$4,025,524 ▲New Holding28,6290.6%Consumer DiscretionaryAROCArchrock$4,000,878$916,445 ▼-18.6%203,4000.6%Oils/EnergyHCIHCI Group$3,990,134$1,428,364 ▼-26.4%34,3740.6%FinanceBRBRBellRing Brands$3,982,341$532,628 ▼-11.8%67,4630.6%MedicalPBHPrestige Consumer Healthcare$3,951,472$3,951,472 ▲New Holding54,4580.6%MedicalCECOCECO Environmental$3,947,493$700,361 ▼-15.1%171,4810.6%Industrial ProductsVECOVeeco Instruments$3,943,823$3,943,823 ▲New Holding112,1360.6%Computer and TechnologyCWCurtiss-Wright$3,905,388$58,098 ▲1.5%15,2590.6%AerospaceWINGWingstop$3,879,077$1,017,126 ▼-20.8%10,5870.6%Retail/WholesaleAGOAssured Guaranty$3,866,309$3,866,309 ▲New Holding44,3130.6%FinanceMDUMDU Resources Group$3,852,677$3,852,677 ▲New Holding152,8840.6%UtilitiesSPXCSPX Technologies$3,851,014$58,364 ▲1.5%31,2760.6%Business ServicesCALCaleres$3,848,778$3,848,778 ▲New Holding93,8040.6%Consumer DiscretionaryKDKyndryl$3,848,212$58,317 ▲1.5%176,8480.6%Business ServicesMOG.AMoog$3,795,200$57,634 ▲1.5%23,7720.6%AerospaceGEOThe GEO Group$3,782,988$3,782,988 ▲New Holding267,9170.6%Business ServicesKEXKirby$3,777,818$3,777,818 ▲New Holding39,6330.6%TransportationNEUNewMarket$3,747,431$3,747,431 ▲New Holding5,9050.6%Basic MaterialsAZZAZZ$3,734,691$3,734,691 ▲New Holding48,3080.6%Industrial ProductsROADConstruction Partners$3,676,365$1,004,243 ▼-21.5%65,4740.6%ConstructionCRDOCredo Technology Group$3,674,071$1,062,297 ▲40.7%173,3870.6%Business ServicesBASECouchbase$3,663,957$3,663,957 ▲New Holding139,2610.6%Computer and TechnologyIDYAIDEAYA Biosciences$3,663,278$1,080,589 ▼-22.8%83,4840.6%MedicalApogee Therapeutics Inc$3,662,259$3,662,259 ▲New Holding55,1130.6%Common StockTARSTarsus Pharmaceuticals$3,658,918$3,658,918 ▲New Holding100,6580.6%MedicalSNSharkNinja$3,626,462$44,101 ▼-1.2%58,2190.6%Consumer DiscretionaryPEGAPegasystems$3,622,296$3,622,296 ▲New Holding56,0380.6%Computer and TechnologyPUBMPubMatic$3,606,602$3,606,602 ▲New Holding152,0490.6%Computer and TechnologyASPNAspen Aerogels$3,598,285$51,920 ▲1.5%204,4480.6%ConstructionKGSKodiak Gas Services$3,584,547$3,584,547 ▲New Holding131,1100.6%Oils/EnergyIESCIES$3,548,725$380,733 ▼-9.7%29,1740.6%Computer and TechnologyMLMoneyLion$3,539,897$2,708,734 ▲325.9%49,6340.6%Business ServicesFTITechnipFMC$3,494,960$3,494,960 ▲New Holding139,1860.5%Oils/EnergyShowing largest 100 holdings. 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