Kalmar Investments

Kalmar Investments as of June 30, 2015

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 163 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 2.9 $152M 520k 291.94
West Pharmaceutical Services (WST) 2.3 $119M 2.1M 58.08
DealerTrack Holdings 1.9 $100M 1.6M 62.79
Cooper Companies (COO) 1.9 $98M 548k 177.97
LKQ Corporation (LKQ) 1.8 $92M 3.0M 30.25
PolyOne Corporation 1.7 $90M 2.3M 39.17
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.6 $87M 560k 154.45
Belden (BDC) 1.4 $76M 939k 81.23
Wolverine World Wide (WWW) 1.4 $74M 2.6M 28.48
Texas Roadhouse (TXRH) 1.4 $74M 2.0M 37.43
A. O. Smith Corporation (AOS) 1.4 $72M 1.0M 71.98
Pentair cs (PNR) 1.3 $69M 1.0M 68.75
EnerSys (ENS) 1.3 $68M 974k 70.29
Ultimate Software 1.3 $67M 406k 164.34
Ametek (AME) 1.3 $67M 1.2M 54.78
Imax Corp Cad (IMAX) 1.3 $67M 1.7M 40.27
MSC Industrial Direct (MSM) 1.2 $66M 942k 69.77
DSW 1.2 $65M 2.0M 33.37
Atmel Corporation 1.2 $65M 6.6M 9.85
Middleby Corporation (MIDD) 1.2 $65M 577k 112.23
Urban Outfitters (URBN) 1.2 $64M 1.8M 35.00
Ashland 1.2 $64M 521k 121.90
ResMed (RMD) 1.2 $61M 1.1M 56.37
Trex Company (TREX) 1.2 $62M 1.2M 49.43
G-III Apparel (GIII) 1.2 $61M 869k 70.35
Live Nation Entertainment (LYV) 1.1 $61M 2.2M 27.49
Affiliated Managers (AMG) 1.1 $60M 276k 218.60
United Natural Foods (UNFI) 1.1 $59M 927k 63.68
Carlisle Companies (CSL) 1.1 $57M 573k 100.12
TreeHouse Foods (THS) 1.1 $58M 712k 81.03
Ihs 1.1 $57M 447k 128.63
Service Corporation International (SCI) 1.1 $57M 1.9M 29.43
Acxiom Corporation 1.1 $56M 3.2M 17.58
Akorn 1.0 $53M 1.2M 43.66
Medivation 1.0 $53M 462k 114.20
VeriFone Systems 1.0 $52M 1.5M 33.96
F5 Networks (FFIV) 1.0 $52M 430k 120.35
Electronics For Imaging 1.0 $51M 1.2M 43.51
Stericycle (SRCL) 0.9 $50M 373k 133.91
Jarden Corporation 0.9 $50M 973k 51.75
Michaels Cos Inc/the 0.9 $50M 1.9M 26.91
W.R. Grace & Co. 0.9 $50M 497k 100.30
Hanesbrands (HBI) 0.9 $49M 1.5M 33.32
Globus Med Inc cl a (GMED) 0.9 $48M 1.9M 25.67
Tractor Supply Company (TSCO) 0.9 $48M 531k 89.94
Advisory Board Company 0.9 $46M 838k 54.67
Sirona Dental Systems 0.8 $45M 449k 100.42
Allergan 0.8 $44M 144k 303.46
Hub (HUBG) 0.8 $44M 1.1M 40.34
Mallinckrodt Pub 0.8 $43M 366k 117.72
Core Laboratories 0.8 $43M 375k 114.04
Align Technology (ALGN) 0.8 $43M 682k 62.71
Cabot Oil & Gas Corporation (CTRA) 0.8 $41M 1.3M 31.54
Ryder System (R) 0.8 $40M 463k 87.37
Acuity Brands (AYI) 0.8 $41M 226k 179.98
Teradyne (TER) 0.8 $41M 2.1M 19.29
Wageworks 0.8 $40M 990k 40.45
Matador Resources (MTDR) 0.7 $36M 1.5M 25.00
Ligand Pharmaceuticals In (LGND) 0.7 $36M 354k 100.90
Bankrate 0.7 $36M 3.4M 10.49
Cognizant Technology Solutions (CTSH) 0.7 $35M 577k 61.09
SBA Communications Corporation 0.7 $35M 305k 114.97
Syntel 0.6 $34M 707k 47.48
Quanta Services (PWR) 0.6 $31M 1.1M 28.82
Watsco, Incorporated (WSO) 0.6 $30M 246k 123.74
Gulfport Energy Corporation 0.6 $31M 766k 40.25
Methode Electronics (MEI) 0.6 $30M 1.1M 27.45
CarMax (KMX) 0.6 $30M 447k 66.21
Donaldson Company (DCI) 0.6 $29M 813k 35.80
United Rentals (URI) 0.5 $28M 323k 87.62
Jazz Pharmaceuticals (JAZZ) 0.5 $28M 159k 176.07
Oxford Industries (OXM) 0.5 $28M 315k 87.45
Flowserve Corporation (FLS) 0.5 $27M 520k 52.66
Superior Energy Services 0.5 $27M 1.3M 21.04
Luminex Corporation 0.5 $26M 1.5M 17.26
Ceb 0.5 $26M 298k 87.06
Equifax (EFX) 0.5 $25M 254k 97.09
Icon (ICLR) 0.5 $24M 355k 67.30
Zebra Technologies (ZBRA) 0.4 $23M 207k 111.05
Vitamin Shoppe 0.4 $23M 616k 37.27
Bonanza Creek Energy 0.4 $23M 1.2M 18.25
Texas Capital Bancshares (TCBI) 0.4 $22M 358k 62.24
BE Aerospace 0.4 $21M 382k 54.90
Finisar Corporation 0.4 $21M 1.2M 17.87
American Tower Reit (AMT) 0.4 $21M 225k 93.29
Rogers Corporation (ROG) 0.4 $20M 308k 66.14
Smart & Final Stores 0.4 $21M 1.1M 17.87
Thermo Fisher Scientific (TMO) 0.4 $19M 149k 129.76
Encore Capital (ECPG) 0.4 $19M 453k 42.74
Amphenol Corporation (APH) 0.4 $20M 340k 57.97
Mobile Mini 0.4 $19M 462k 42.04
Krispy Kreme Doughnuts 0.4 $19M 1.0M 19.26
Diodes Incorporated (DIOD) 0.4 $19M 784k 24.11
Callidus Software 0.4 $19M 1.2M 15.58
MasterCard Incorporated (MA) 0.3 $19M 200k 93.48
FLIR Systems 0.3 $19M 603k 30.82
Tennant Company (TNC) 0.3 $18M 282k 65.34
Pdc Energy 0.3 $19M 349k 53.64
Atwood Oceanics 0.3 $17M 656k 26.44
Bottomline Technologies 0.3 $16M 581k 27.81
O'reilly Automotive (ORLY) 0.3 $16M 72k 225.98
Pegasystems (PEGA) 0.3 $16M 694k 22.89
Rackspace Hosting 0.3 $16M 421k 37.19
Gentherm (THRM) 0.3 $16M 288k 54.91
CBS Corporation 0.3 $15M 274k 55.50
Fastenal Company (FAST) 0.3 $15M 363k 42.18
BorgWarner (BWA) 0.3 $15M 271k 56.84
Southwestern Energy Company (SWN) 0.3 $15M 657k 22.73
Entravision Communication (EVC) 0.3 $15M 1.8M 8.23
WNS (WNS) 0.3 $15M 547k 26.75
Alexion Pharmaceuticals 0.3 $15M 83k 180.77
Repligen Corporation (RGEN) 0.3 $15M 360k 41.27
Catalent (CTLT) 0.3 $15M 500k 29.33
Spectranetics Corporation 0.3 $14M 615k 23.01
T. Rowe Price (TROW) 0.3 $14M 178k 77.73
Cambrex Corporation 0.3 $14M 314k 43.94
Carter's (CRI) 0.2 $13M 125k 106.30
J.B. Hunt Transport Services (JBHT) 0.2 $13M 161k 82.09
Power Integrations (POWI) 0.2 $13M 288k 45.18
Bright Horizons Fam Sol In D (BFAM) 0.2 $13M 226k 57.80
Cerner Corporation 0.2 $13M 181k 69.06
Snap-on Incorporated (SNA) 0.2 $13M 79k 159.26
Discovery Communications 0.2 $13M 416k 31.08
Starwood Hotels & Resorts Worldwide 0.2 $13M 158k 81.09
Inogen (INGN) 0.2 $13M 283k 44.60
Stage Stores 0.2 $12M 679k 17.53
MaxLinear (MXL) 0.2 $12M 1.0M 12.10
Rex Energy Corporation 0.2 $12M 2.1M 5.59
Worthington Industries (WOR) 0.2 $12M 383k 30.06
Del Friscos Restaurant 0.2 $12M 637k 18.63
Fidelity National Information Services (FIS) 0.2 $11M 176k 61.80
Vascular Solutions 0.2 $11M 314k 34.72
Financial Engines 0.2 $11M 260k 42.48
Zoetis Inc Cl A (ZTS) 0.2 $11M 235k 48.22
Weatherford Intl Plc ord 0.2 $11M 885k 12.27
Perrigo Company (PRGO) 0.2 $11M 58k 184.84
Armstrong World Industries (AWI) 0.2 $10M 189k 53.28
Monotype Imaging Holdings 0.2 $9.9M 410k 24.11
8x8 (EGHT) 0.2 $10M 1.1M 8.96
SciQuest 0.2 $9.8M 660k 14.81
Harley-Davidson (HOG) 0.2 $9.5M 169k 56.35
Hertz Global Holdings 0.2 $9.5M 524k 18.12
Expeditors International of Washington (EXPD) 0.2 $9.1M 197k 46.11
AngioDynamics (ANGO) 0.2 $9.0M 550k 16.40
Zumiez (ZUMZ) 0.2 $8.7M 325k 26.63
Cameron International Corporation 0.2 $8.7M 165k 52.37
NCI Building Systems 0.2 $8.7M 577k 15.07
Altera Corporation 0.1 $7.9M 155k 51.20
Stein Mart 0.1 $8.1M 774k 10.47
Ceva (CEVA) 0.1 $7.2M 370k 19.43
Chemtura Corporation 0.1 $7.2M 253k 28.31
IGI Laboratories 0.1 $7.6M 1.2M 6.30
Ruckus Wireless 0.1 $7.3M 703k 10.34
InnerWorkings 0.1 $7.0M 1.0M 6.67
Exar Corporation 0.1 $6.6M 679k 9.78
Chuys Hldgs (CHUY) 0.1 $7.0M 262k 26.79
Avid Technology 0.1 $6.6M 491k 13.34
Marchex (MCHX) 0.1 $6.4M 1.3M 4.95
Magnum Hunter Resources Corporation 0.1 $6.2M 3.3M 1.87
Verisk Analytics (VRSK) 0.1 $5.6M 77k 72.77
Actua Corporation 0.1 $5.4M 382k 14.26
Autodesk (ADSK) 0.1 $4.9M 98k 50.08
Informatica Corporation 0.0 $1.0M 21k 48.45