Titelia

Holdings of AMG GW&K Small/Mid Cap Growth Fund

AMG Funds IV · Original filing · Compare with another fund · Report an error

Net assets
41.7M $ including 41.3M $ in equities, 99.1 %
Positions
83 in 4 countries
Top ten
24.9 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Comfort Systems USA Inc 7621.4M $3.36 %
2Advanced Energy Industries Inc 3,3911.3M $3.12 %
3API Group Corp 24,0281.1M $2.63 %
4MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 3,7221M $2.51 %
5ITT Inc 4,639994.3K $2.38 %
6Jabil Inc 2,819951.4K $2.28 %
7Sterling Infrastructure Inc 1,785920.4K $2.21 %
8Burlington Stores Inc 2,855913.6K $2.19 %
9Powell Industries Inc 3,262904.5K $2.17 %
10Entegris Inc 6,084860.2K $2.06 %
11Globus Medical Inc 8,992810.9K $1.94 %
12Insmed Inc 5,706777.9K $1.87 %
13Grand Canyon Education Inc 4,430749K $1.80 %
14Evercore Inc 2,260726.1K $1.74 %
15Fabrinet 1,060724.5K $1.74 %
16Solaris Energy Infrastructure Inc 9,227681.3K $1.63 %
17Moog Inc 2,254679.2K $1.63 %
18Churchill Downs Inc 6,495655.9K $1.57 %
19Credo Technology Group Holding Ltd 3,624630.6K $1.51 %
20Houlihan Lokey Inc 4,013621K $1.49 %
21Matador Resources Co 9,413597.2K $1.43 %
22Ionis Pharmaceuticals Inc 7,702575.8K $1.38 %
23Neurocrine Biosciences Inc 4,369575.3K $1.38 %
24Nordson Corp 1,980571.1K $1.37 %
25FTAI Aviation Ltd 2,269566.5K $1.36 %
26Halozyme Therapeutics Inc 8,682552.7K $1.33 %
27Applied Industrial Technologies Inc 1,805551.9K $1.32 %
28Procore Technologies Inc 9,650546K $1.31 %
29Performance Food Group Co 5,915535.7K $1.28 %
30Texas Roadhouse Inc 3,057492.1K $1.18 %
31SiteOne Landscape Supply Inc 3,898491.3K $1.18 %
32Bridgebio Pharma Inc 6,765481.1K $1.15 %
33Coherent Corp 1,471470.3K $1.13 %
34EastGroup Properties Inc 2,274457.5K $1.10 %
35Novanta Inc 3,426443.8K $1.06 %
36Travere Therapeutics Inc 10,419438.8K $1.05 %
37CSW Industrials Inc 1,492434.5K $1.04 %
38Flex Ltd 4,733433.3K $1.04 %
39Crinetics Pharmaceuticals Inc 11,146432.2K $1.04 %
40Range Resources Corp 9,909431K $1.03 %
41Ultragenyx Pharmaceutical Inc 17,335428K $1.03 %
42Agios Pharmaceuticals Inc 15,238426.7K $1.02 %
43Phathom Pharmaceuticals Inc 38,028425.9K $1.02 %
44RBC Bearings Inc 693415.2K $1.00 %
45Veracyte Inc 12,551413.2K $0.99 %
46Cytokinetics Inc 6,408409.9K $0.98 %
47Natera Inc 1,984409K $0.98 %
48Tyler Technologies Inc 1,196408K $0.98 %
49Manhattan Associates Inc 2,916402.1K $0.96 %
50Curtiss-Wright Corp 558401.9K $0.96 %
51SPX Technologies Inc 1,817397.8K $0.95 %
52Cognex Corp 7,053391.5K $0.94 %
53Seacoast Banking Corp of Florida 12,338388.3K $0.93 %
54RPM International Inc 3,728379.8K $0.91 %
55HealthEquity Inc 4,529371.5K $0.89 %
56AeroVironment Inc 1,884367.4K $0.88 %
57Avient Corp 9,814363.9K $0.87 %
58Lincoln Electric Holdings Inc 1,363361.2K $0.87 %
59Interface Inc 12,052336K $0.81 %
60Paylocity Holding Corp 3,015318.1K $0.76 %
61Knight-Swift Transportation Holdings Inc 4,855315.1K $0.76 %
62Kinsale Capital Group Inc 960310.7K $0.75 %
63Allegion plc 2,253309.7K $0.74 %
64Asbury Automotive Group Inc 1,509307.4K $0.74 %
65Pinnacle Financial Partners Inc 3,098306.5K $0.74 %
66Descartes Systems Group Inc/The 4,223304.5K $0.73 %
67Medpace Holdings Inc 725303.5K $0.73 %
68Chemed Corp 701297.9K $0.71 %
69Sun Communities Inc 2,322296.8K $0.71 %
70Eagle Materials Inc 1,377289.3K $0.69 %
71Revolve Group Inc 11,293287.4K $0.69 %
72Quaker Chemical Corp 2,038276.9K $0.66 %
73LKQ Corp 8,255260.7K $0.63 %
74SailPoint Inc 21,752248.4K $0.60 %
75Bio-Rad Laboratories Inc 861241.2K $0.58 %
76Azenta Inc 9,717238.7K $0.57 %
77Pool Corp 1,083231K $0.55 %
78CCC Intelligent Solutions Holdings Inc 43,599228.5K $0.55 %
79RLI Corp 4,265220.8K $0.53 %
80Astera Labs Inc 1,084211.1K $0.51 %
81Acadia Healthcare Co Inc 7,922205.1K $0.49 %
82MarketAxess Holdings Inc 1,236194.3K $0.47 %
83Vail Resorts Inc 822104.5K $0.25 %

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Sector breakdown

  • Technology 12.0 %
  • Industrials 9.0 %
  • Health care 4.3 %
  • Consumer discretionary 2.2 %
  • Consumer staples 1.3 %
  • Real estate 0.7 %
  • Unattributed 70.5 %

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 96.1 %
  • Cayman Islands 1.8 %
  • Canada 1.1 %
  • Singapore 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States8039.7M $96.13 %
2Cayman Islands1724.5K $1.75 %
3Canada1443.8K $1.07 %
4Singapore1433.3K $1.05 %
Cite this page

Titelia. "Holdings of AMG GW&K Small/Mid Cap Growth Fund". https://titelia.com/en/funds/S000030192