Wasatch Advisors Lp Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Wasatch Advisors LpInvestment ActivityWasatch Advisors Lp has $19.12 billion in total holdings as of March 31, 2024.Wasatch Advisors Lp owns shares of 247 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 10.30% of the portfolio was purchased this quarter.About 10.60% of the portfolio was sold this quarter.This quarter, Wasatch Advisors Lp has purchased 249 new stocks and bought additional shares in 109 stocks.Wasatch Advisors Lp sold shares of 101 stocks and completely divested from 21 stocks this quarter.Largest Holdings Globant $673,692,652HealthEquity $604,803,200The Ensign Group $518,883,532RBC Bearings $483,369,038Nova $465,405,032 Largest New Holdings this Quarter Casella Waste Systems $91,316,530 HoldingStandex International $52,565,003 HoldingCarter's $45,011,231 HoldingDutch Bros $41,988,078 HoldingAlkami Technology $37,178,341 Holding Largest Purchases this Quarter Paylocity 621,946 shares (about $106.89M)Casella Waste Systems 923,602 shares (about $91.32M)Pinnacle Financial Partners 985,694 shares (about $84.65M)Arhaus 5,233,776 shares (about $80.55M)Clearwater Analytics 4,304,286 shares (about $76.14M) Largest Sales this Quarter CyberArk Software 904,444 shares (about $240.25M)Monolithic Power Systems 221,236 shares (about $149.87M)Saia 207,953 shares (about $121.65M)Trex 1,065,319 shares (about $106.27M)Nova 500,063 shares (about $88.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWasatch Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLOBGlobant$673,692,652$43,014,593 ▲6.8%3,336,7643.5%Computer and TechnologyHQYHealthEquity$604,803,200$46,467,796 ▲8.3%7,409,0803.2%MedicalENSGThe Ensign Group$518,883,532$44,950,333 ▼-8.0%4,170,4192.7%MedicalRBCRBC Bearings$483,369,038$7,772,292 ▲1.6%1,787,9382.5%Industrial ProductsNVMINova$465,405,032$88,701,175 ▼-16.0%2,623,7742.4%Computer and TechnologyPCTYPaylocity$411,895,487$106,887,640 ▲35.0%2,396,6922.2%Computer and TechnologyMEDPMedpace$393,809,822$85,585,229 ▼-17.9%974,4152.1%MedicalVVVValvoline$379,198,217$76,044,888 ▲25.1%8,507,9252.0%Basic MaterialsBRBRBellRing Brands$353,132,867$31,476,626 ▼-8.2%5,982,2611.8%MedicalFIVEFive Below$340,278,493$6,855,620 ▲2.1%1,876,0531.8%Retail/WholesaleGWREGuidewire Software$335,513,006$13,491,676 ▲4.2%2,874,7581.8%Computer and TechnologyKAIKadant$315,894,352$33,339,882 ▼-9.5%962,7991.7%Industrial ProductsOLLIOllie's Bargain Outlet$311,721,443$12,420,479 ▲4.1%3,917,5751.6%Consumer StaplesFRPTFreshpet$304,733,466$16,703,073 ▼-5.2%2,630,1871.6%Consumer StaplesOZKBank OZK$294,718,498$21,840,439 ▼-6.9%6,483,0291.5%FinanceTREXTrex$294,356,265$106,265,570 ▼-26.5%2,950,9401.5%ConstructionBCPCBalchem$291,587,079$4,430,795 ▼-1.5%1,881,8141.5%Basic MaterialsCWANClearwater Analytics$289,962,239$76,142,819 ▲35.6%16,391,3081.5%Computer and TechnologyPNFPPinnacle Financial Partners$286,960,892$84,651,401 ▲41.8%3,341,4171.5%FinanceHLNEHamilton Lane$282,688,643$18,685,009 ▼-6.2%2,506,9941.5%FinanceFNDFloor & Decor$267,487,073$60,963,915 ▼-18.6%2,063,6251.4%ConstructionITCIIntra-Cellular Therapies$266,748,492$15,738,779 ▲6.3%3,854,7471.4%MedicalNSANational Storage Affiliates Trust$257,025,407$43,396,172 ▲20.3%6,563,4681.3%FinanceIOSPInnospec$254,283,863$2,848,800 ▲1.1%1,972,1101.3%Basic MaterialsCYBRCyberArk Software$249,024,141$240,247,460 ▼-49.1%937,4851.3%Computer and TechnologyCNSCohen & Steers$240,255,261$54,130,483 ▲29.1%3,124,6621.3%FinanceINSPInspire Medical Systems$236,884,803$1,186,070 ▲0.5%1,102,8671.2%MedicalFOURShift4 Payments$228,031,421$58,221,941 ▲34.3%3,451,3611.2%Business ServicesNUNU$224,628,359$61,085,763 ▼-21.4%18,828,8651.2%Business ServicesFIVNFive9$214,874,576$3,925,352 ▲1.9%3,459,5811.1%Computer and TechnologyQTWOQ2$214,385,775$20,964,660 ▲10.8%4,078,8771.1%Computer and TechnologyPOOLPool$211,839,114$18,542,036 ▲9.6%525,0041.1%Consumer DiscretionarySAIASaia$210,583,620$121,652,505 ▼-36.6%359,9721.1%TransportationMELIMercadoLibre$209,745,139$5,740,912 ▼-2.7%138,7241.1%Retail/WholesaleBOOTBoot Barn$202,830,208$61,754,348 ▲43.8%2,131,6891.1%Retail/WholesaleFNFabrinet$201,037,325$7,822,026 ▼-3.7%1,063,5771.1%Computer and TechnologyXPELXPEL$198,760,432$3,488,450 ▲1.8%3,679,3861.0%Auto/Tires/TrucksMCMoelis & Company$194,019,593$9,071,676 ▲4.9%3,417,6431.0%FinanceYETIYETI$191,199,249$21,522,195 ▼-10.1%4,959,7731.0%Consumer DiscretionaryHLIOHelios Technologies$186,345,457$14,953,542 ▲8.7%4,169,7351.0%Industrial ProductsMORNMorningstar$173,334,469$8,684,933 ▲5.3%562,0990.9%Business ServicesSITESiteOne Landscape Supply$172,211,379$55,693,843 ▲47.8%986,6020.9%Industrial ProductsLGIHLGI Homes$169,928,711$15,298,815 ▲9.9%1,460,2450.9%FinanceNOVTNovanta$167,564,932$6,508,085 ▲4.0%958,7740.9%Computer and TechnologyICFIICF International$163,786,325$73,539,825 ▲81.5%1,087,3420.9%Business ServicesMKTXMarketAxess$157,134,063$44,871,705 ▲40.0%716,6890.8%FinanceICLRICON Public$152,615,366$30,497,541 ▼-16.7%454,2800.8%MedicalGSHDGoosehead Insurance$140,025,047$20,539,745 ▲17.2%2,101,8470.7%FinanceCSWICSW Industrials$137,560,056$1,118,104 ▼-0.8%586,3600.7%Basic MaterialsARHSArhaus$135,312,066$80,547,813 ▲147.1%8,792,2070.7%Retail/WholesaleFOXFFox Factory$128,096,053$10,422,852 ▼-7.5%2,460,0740.7%Auto/Tires/TrucksMCWMister Car Wash$127,284,644$2,075,644 ▲1.7%16,423,8250.7%Consumer DiscretionarySKYSkyline Champion$121,306,125$9,352,035 ▼-7.2%1,426,9630.6%ConstructionSPTSprout Social$105,423,439$2,583,174 ▲2.5%1,765,5910.6%Computer and TechnologySTEPStepStone Group$105,385,287$1,674,776 ▲1.6%2,948,6650.6%FinanceLPROOpen Lending$100,749,160$3,418,999 ▲3.5%16,094,1150.5%FinanceROADConstruction Partners$95,024,217$62,069,501 ▲188.3%1,692,3280.5%ConstructionGDYNGrid Dynamics$93,584,823$4,397,178 ▲4.9%7,614,7130.5%Computer and TechnologyCWSTCasella Waste Systems$91,316,530$91,316,530 ▲New Holding923,6020.5%Industrial ProductsAZEKAZEK$91,065,182$20,262,515 ▼-18.2%1,813,3250.5%ConstructionMGYMagnolia Oil & Gas$90,571,053$4,905,796 ▼-5.1%3,490,2140.5%Oils/EnergyAAONAAON$89,873,894$416,273 ▼-0.5%1,020,1350.5%ConstructionFROGJFrog$89,299,371$19,818,652 ▼-18.2%2,019,4340.5%Computer and TechnologyCERTCertara$88,056,229$16,674,852 ▲23.4%4,924,8450.5%MedicalAGYSAgilysys$84,902,567$69,163,979 ▲439.5%1,007,6260.4%Computer and TechnologyVECOVeeco Instruments$84,609,630$8,439,675 ▼-9.1%2,405,7330.4%Computer and TechnologyTRNSTranscat$84,265,595$6,142,133 ▲7.9%756,2200.4%Computer and TechnologyNCNOnCino$84,094,235$132,176 ▼-0.2%2,249,7120.4%Computer and TechnologyPWSCPowerSchool$83,722,073$9,417,419 ▲12.7%3,932,4600.4%Consumer DiscretionarySILKSilk Road Medical$83,351,273$9,170,644 ▲12.4%4,549,7420.4%MedicalSITMSiTime$83,131,140$39,530 ▼0.0%891,6780.4%Computer and TechnologySESEA$82,954,665$2,592,743 ▲3.2%1,544,4920.4%Computer and TechnologyMTDRMatador Resources$78,575,070$5,336,258 ▲7.3%1,176,8020.4%Oils/EnergyUFPTUFP Technologies$76,526,307$2,466,264 ▼-3.1%303,4350.4%Industrial ProductsIBPInstalled Building Products$71,407,151$18,557,150 ▼-20.6%275,9910.4%ConstructionAXSAXIS Capital$68,552,472$4,202,893 ▲6.5%1,054,3290.4%FinanceRPDRapid7$68,503,044$645,857 ▼-0.9%1,396,8810.4%Computer and TechnologyALSNAllison Transmission$68,423,318$3,448,326 ▼-4.8%843,0670.4%Auto/Tires/TrucksWHDCactus$66,920,541$18,825,275 ▲39.1%1,336,0060.3%Oils/EnergyEEFTEuronet Worldwide$64,054,012$367,826 ▲0.6%582,6800.3%FinanceLOPEGrand Canyon Education$63,076,535$5,413,394 ▲9.4%463,0830.3%Consumer DiscretionaryAPAMArtisan Partners Asset Management$61,320,037$11,054,553 ▼-15.3%1,339,7430.3%FinanceDLODLocal$57,890,761$5,082,466 ▲9.6%3,938,1470.3%Business ServicesCSTLCastle Biosciences$56,506,599$882,965 ▼-1.5%2,551,0880.3%MedicalAXAxos Financial$56,202,789$1,523,225 ▼-2.6%1,040,0220.3%FinanceGVAGranite Construction$53,522,698$46,264,046 ▲637.4%936,8580.3%ConstructionSXIStandex International$52,565,003$52,565,003 ▲New Holding288,4700.3%Industrial ProductsGLBEGlobal-E Online$50,679,970$12,984,365 ▲34.4%1,394,2220.3%Retail/WholesaleSFBSServisFirst Bancshares$48,410,151$7,145,711 ▼-12.9%729,5080.3%FinanceDAVAEndava$48,024,663$939,550 ▲2.0%1,262,4780.3%Computer and TechnologySCSCScanSource$46,501,043$18,802,658 ▲67.9%1,055,8820.2%Industrial ProductsSBHSally Beauty$46,339,219$6,654,052 ▲16.8%3,731,0160.2%Retail/WholesaleABRArbor Realty Trust$46,245,297$6,431,842 ▲16.2%3,490,2110.2%FinanceCALMCal-Maine Foods$45,182,264$3,803,946 ▼-7.8%767,7530.2%Basic MaterialsFBKFB Financial$45,171,551$5,249,616 ▲13.1%1,199,4570.2%FinanceJBIJanus International Group$45,119,052$8,602,010 ▼-16.0%2,982,0920.2%ConstructionCTSCTS$45,103,408$27,776,463 ▲160.3%963,9540.2%Computer and TechnologyCRICarter's$45,011,231$45,011,231 ▲New Holding531,5450.2%Consumer DiscretionaryPDFSPDF Solutions$44,722,683$1,381,446 ▲3.2%1,328,2650.2%Computer and TechnologyDSGXThe Descartes Systems Group$42,933,759$1,929,123 ▼-4.3%469,1700.2%Computer and TechnologyShowing largest 100 holdings. 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