Titelia

Holdings of Nomura Small Cap Growth Fund

IVY FUNDS · Original filing · Compare with another fund · Report an error

Net assets
984.7M $ including 969.3M $ in equities, 98.4 %
Positions
87 in 4 countries
Top ten
23.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Advanced Energy Industries Inc 96,10431M $3.15 %
2OSI Systems Inc 110,28529.3M $2.97 %
3Mirum Pharmaceuticals Inc 277,33525.6M $2.60 %
4IMAX Corp 648,96124.7M $2.50 %
5Everus Construction Group Inc 202,84023.9M $2.43 %
6FirstCash Holdings Inc 116,02621.8M $2.22 %
7PriceSmart Inc 134,99120.3M $2.06 %
8AAR Corp 180,88019.8M $2.01 %
9Tarsus Pharmaceuticals Inc 273,13119.2M $1.95 %
10Encompass Health Corp 197,29119.1M $1.94 %
11Cava Group Inc 224,52118.2M $1.84 %
12MKS Inc 78,35118M $1.83 %
13MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 77,23917.2M $1.74 %
14Seacoast Banking Corp of Florida 555,61516.8M $1.71 %
15WisdomTree Inc 1,114,92516.2M $1.65 %
16Chefs' Warehouse Inc/The 267,88115.9M $1.62 %
17Construction Partners Inc 141,35215.7M $1.60 %
18ANI Pharmaceuticals Inc 196,75815.1M $1.54 %
19SPX Technologies Inc 74,37014.9M $1.51 %
20Axsome Therapeutics Inc 85,68114.5M $1.47 %
21Synaptics Inc 205,70914.4M $1.46 %
22Ollie's Bargain Outlet Holdings Inc 154,71914.2M $1.45 %
23Leonardo DRS Inc 316,36714.1M $1.43 %
24Adaptive Biotechnologies Corp 1,008,59614M $1.42 %
25APA Corp 326,05013.8M $1.41 %
26Silicon Motion Technology Corp 118,53813.3M $1.35 %
27Modine Manufacturing Co 59,32412.9M $1.31 %
28Catalyst Pharmaceuticals Inc 511,83812.7M $1.29 %
29OneSpaWorld Holdings Ltd 550,31012.6M $1.28 %
30Travere Therapeutics Inc 421,11612.5M $1.27 %
31Vericel Corp 385,19612.4M $1.26 %
32FTAI Aviation Ltd 49,25112.1M $1.23 %
33Guardant Health Inc 129,46412M $1.21 %
34Flowserve Corp 161,72811.9M $1.21 %
35Standex International Corp 46,55911.9M $1.21 %
36Artivion Inc 321,31711.8M $1.19 %
37Atmus Filtration Technologies Inc 193,56911M $1.12 %
38ATI Inc 75,26110.9M $1.11 %
39Legence Corp 193,70010.9M $1.11 %
40Knife River Corp 130,83510.7M $1.08 %
41Huron Consulting Group Inc 83,21210.6M $1.08 %
42DigitalOcean Holdings Inc 123,23710.6M $1.07 %
43Shake Shack Inc 117,39810.4M $1.05 %
44HealthEquity Inc 119,83210M $1.02 %
45Houlihan Lokey Inc 69,1689.9M $1.01 %
46Agilysys Inc 138,2959.8M $1.00 %
47Alphatec Holdings Inc 878,3419.6M $0.97 %
48Solaris Energy Infrastructure Inc 164,2749.3M $0.94 %
49AAON Inc 111,7759.2M $0.94 %
50Boot Barn Holdings Inc 63,1529.2M $0.94 %
51SailPoint Inc 690,8419.1M $0.93 %
52Patrick Industries Inc 82,3129.1M $0.93 %
53Phathom Pharmaceuticals Inc 819,3249.1M $0.92 %
54American Superconductor Corp 259,0878.8M $0.89 %
55Group 1 Automotive Inc 26,0588.6M $0.87 %
56Axos Financial Inc 95,0688.1M $0.82 %
57Dorman Products Inc 75,2397.9M $0.80 %
58Xometry Inc 191,8987.8M $0.80 %
59Q2 Holdings Inc 157,8627.5M $0.76 %
60Mirion Technologies Inc 394,6237.3M $0.75 %
61GeneDx Holdings Corp 114,0227.3M $0.74 %
62InterDigital Inc 24,0857.3M $0.74 %
63KalVista Pharmaceuticals Inc 353,2847.1M $0.72 %
64Bel Fuse Inc 34,7146.9M $0.70 %
65Magnolia Oil & Gas Corp 201,5316.4M $0.65 %
66Rubrik Inc 125,3146.1M $0.62 %
67Mercury Systems Inc 82,6146M $0.61 %
68Paymentus Holdings Inc 234,2606M $0.60 %
69Descartes Systems Group Inc/The 80,6845.8M $0.59 %
70TransMedics Group Inc 57,5985.7M $0.58 %
71Kulicke & Soffa Industries Inc 85,7325.6M $0.57 %
72Lumentum Holdings Inc 7,8835.5M $0.56 %
73Loar Holdings Inc 92,3775.3M $0.54 %
74York Space Systems Inc 231,3875.1M $0.52 %
75Affiliated Managers Group Inc 18,2645.1M $0.51 %
76AvePoint Inc 502,9184.8M $0.49 %
77Rambus Inc 52,5484.5M $0.46 %
78AeroVironment Inc 24,5614.5M $0.46 %
79Phreesia Inc 534,5814.5M $0.45 %
80Federal Signal Corp 41,3254.5M $0.45 %
81Repligen Corp 35,9014.2M $0.43 %
82ServiceTitan Inc 63,4484M $0.41 %
83Kratos Defense & Security Solutions, Inc. 54,1593.8M $0.39 %
84Fabrinet 7,3183.8M $0.39 %
85Bloom Energy Corp 26,0943.5M $0.36 %
86SkyWest Inc 36,6773.4M $0.34 %
87Willdan Group Inc 43,0053.3M $0.33 %

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Sector breakdown

  • Technology 6.0 %
  • Energy 1.4 %
  • Materials 1.1 %
  • Industrials 0.4 %
  • Unattributed 91.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.4 %
  • Canada 2.5 %
  • Cayman Islands 1.8 %
  • Bahamas 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States83914.9M $94.39 %
2Canada124.7M $2.54 %
3Cayman Islands217.1M $1.77 %
4Bahamas112.6M $1.30 %
Cite this page

Titelia. "Holdings of Nomura Small Cap Growth Fund". https://titelia.com/en/funds/S000006286