Titelia

Holdings of Kennedy Capital Small Cap Growth Fund

INVESTMENT MANAGERS SERIES TRUST II · 77 declared positions · as of Mar 31, 2026

Original filing · Net assets 495.7K $ · Ten largest lines: 25.3 % of the equity sleeve

Sector breakdown

  • Industrials 1.6 %
  • Unattributed 98.4 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.1 %
  • KY 2.1 %
  • NL 0.5 %
  • SG 0.3 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US74516.4K $97.12 %
KY111K $2.06 %
NL12.7K $0.51 %
SG11.6K $0.31 %

Positions

CompanySharesValue (USD)Weight
MasTec Inc 5517.7K $3.57 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 7516.7K $3.36 %
Onto Innovation Inc 6813.9K $2.81 %
JFrog Ltd 28713.5K $2.72 %
Chefs' Warehouse Inc/The 22613.4K $2.71 %
Globus Medical Inc 14712.7K $2.56 %
Universal Technical Institute Inc 34712.5K $2.53 %
Applied Optoelectronics Inc 14412.2K $2.46 %
Fabrinet 2111K $2.21 %
Powell Industries Inc 2010.8K $2.18 %
Magnite Inc 90410.7K $2.17 %
SiTime Corp 3010.4K $2.09 %
Boot Barn Holdings Inc 6910.1K $2.04 %
Standex International Corp 399.9K $2.01 %
Axos Financial Inc 1149.7K $1.96 %
Leonardo DRS Inc 2139.5K $1.91 %
Mercury Systems Inc 1299.4K $1.90 %
Champion Homes Inc 1229.1K $1.83 %
Planet Fitness Inc 1219K $1.82 %
Adaptive Biotechnologies Corp 6348.8K $1.78 %
Crane Co 508.6K $1.72 %
Ducommun Inc 708.5K $1.72 %
Comfort Systems USA Inc 68.3K $1.67 %
Terex Corp 1398.2K $1.66 %
Knife River Corp 1008.2K $1.65 %
Sterling Infrastructure Inc 197.7K $1.56 %
AAON Inc 897.4K $1.49 %
Installed Building Products Inc 277.2K $1.44 %
Astera Labs Inc 647K $1.42 %
Penguin Solutions Inc 3977K $1.41 %
Tetra Tech Inc 2306.9K $1.40 %
Dutch Bros Inc 1356.8K $1.38 %
Waystar Holding Corp 2816.8K $1.37 %
Primoris Services Corp 466.6K $1.33 %
Solaris Energy Infrastructure Inc 1146.4K $1.30 %
Shift4 Payments Inc 1446.3K $1.27 %
Casella Waste Systems Inc 796.3K $1.26 %
Impinj Inc 616.3K $1.26 %
Paylocity Holding Corp 545.8K $1.18 %
Baldwin Insurance Group Inc/The 2615.7K $1.16 %
Protagonist Therapeutics Inc 545.7K $1.15 %
ICU Medical Inc 445.7K $1.15 %
BGC Group Inc 5815.7K $1.15 %
Parsons Corp 1035.6K $1.13 %
Vertex Inc 4555.4K $1.09 %
Coastal Financial Corp/WA 705.3K $1.07 %
Rhythm Pharmaceuticals Inc 615.3K $1.07 %
StandardAero Inc 2055.3K $1.07 %
Wingstop Inc 345.3K $1.06 %
Franklin Electric Co Inc 565.2K $1.04 %
Apogee Therapeutics Inc 615.1K $1.04 %
Intapp Inc 1995.1K $1.03 %
Mirion Technologies Inc 2705K $1.01 %
UFP Industries Inc 534.9K $0.99 %
Allegro MicroSystems Inc 1524.8K $0.97 %
Edgewise Therapeutics Inc 1434.5K $0.91 %
AtriCure Inc 1564.5K $0.90 %
Ionis Pharmaceuticals Inc 594.4K $0.89 %
Willdan Group Inc 574.4K $0.88 %
Wealthfront Corp 4644.3K $0.87 %
PJT Partners Inc 304.2K $0.85 %
Surgery Partners Inc 3424.1K $0.82 %
Axsome Therapeutics Inc 244.1K $0.82 %
Scholar Rock Holding Corp 824K $0.81 %
Enovis Corp 1774K $0.81 %
Celldex Therapeutics Inc 1254K $0.80 %
Catalyst Pharmaceuticals Inc 1563.9K $0.78 %
GeneDx Holdings Corp 583.7K $0.75 %
Nurix Therapeutics Inc 2373.7K $0.74 %
Freshworks Inc 4453.6K $0.72 %
Insight Enterprises Inc 453K $0.61 %
Rapport Therapeutics Inc 953K $0.60 %
Xeris Biopharma Holdings Inc 5082.9K $0.59 %
Newamsterdam Pharma Co NV 852.7K $0.55 %
Netskope Inc 3002.5K $0.51 %
Halozyme Therapeutics Inc 372.4K $0.48 %
WaVe Life Sciences Ltd 2241.6K $0.33 %