Titelia

Holdings of Atika Capital Management LLC

49 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.1 % of the equity sleeve

Sector breakdown

  • Industrials 38.9 %
  • Health care 11.8 %
  • Technology 6.7 %
  • Communication 5.8 %
  • Financials 3.5 %
  • Consumer discretionary 2.8 %
  • Unattributed 30.5 %

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

  • US 95.4 %
  • IL 2.4 %
  • FR 1.5 %
  • DK 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US45578.2M $95.44 %
2IL114.4M $2.37 %
3FR28.9M $1.46 %
4DK14.4M $0.72 %

Positions

RankCompanySharesValueWeight
1Vertiv Holdings Co 666,100166.9M $
2Eli Lilly & Co 41,10037.8M $
3Intuitive Surgical Inc 57,21626.4M $
4EchoStar Corp 182,00021.3M $
5MasTec Inc 57,63618.5M $
6Netflix Inc 180,00017.3M $
7Ciena Corp 43,65116.9M $
8BWX Technologies Inc 82,55016.9M $
9Terns Pharmaceuticals Inc 300,00015.8M $
10Teva Pharmaceutical Industries Ltd 477,00014.4M $
11Cloudflare Inc 65,00013.4M $
12Alphabet Inc 43,25012.4M $
13Cogent Biosciences Inc 293,20011.3M $
14Oruka Therapeutics Inc 229,90011.3M $
15Dianthus Therapeutics Inc 128,80010.8M $
16Western Digital Corp 37,71710.2M $
17Amazon.com Inc 43,7009.1M $
18TTM Technologies Inc 93,0009.1M $
19Five Below Inc 39,4809M $
20Curtiss-Wright Corp 13,0008.9M $
21Guardant Health Inc 91,0008.4M $
22MercadoLibre Inc 4,5107.8M $
23Appfolio Inc 47,5007.5M $
24VanEck Gold Miners ETF/USA 80,0007.3M $
25United Therapeutics Corp 12,3507.3M $
26Karman Holdings Inc 90,5007.2M $
27Ferguson Enterprises Inc 29,3006.8M $
28Protagonist Therapeutics Inc 62,1006.5M $
29Clean Harbors Inc 21,8556.3M $
30TALEN ENERGY CORP 18,4905.9M $
31Immunome Inc 262,9005.7M $
32Meta Platforms Inc 10,0005.7M $
33DBV Technologies SA 271,3005.7M $
34Rocket Lab Corp 86,0005.5M $
35HEICO Corp 19,2655.3M $
36QXO Inc 264,2535.1M $
37SiTime Corp 14,8055.1M $
38General Electric Co 15,5104.4M $
39Ascendis Pharma A/S 19,1254.4M $
40RealReal Inc/The 451,0554.1M $
41nLight Inc 66,0003.8M $
42Maze Therapeutics Inc 111,5003.3M $
43Abivax SA 28,8003.2M $
44Acadia Healthcare Co Inc 122,6002.9M $
45Warby Parker Inc 135,0002.8M $
46Krystal Biotech Inc 10,6252.7M $
47Bridgebio Pharma Inc 35,2002.6M $
48Hut 8 Corp 49,3002.3M $
49HEICO Corp 10,5752.2M $
Cite this page

Titelia. "Holdings of Atika Capital Management LLC". https://titelia.com/en/funds/US13F1599731