Kalmar Investments as of March 31, 2017
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 83 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cooper Companies | 2.7 | $12M | 59k | 199.89 | |
| Acxiom Corporation | 2.6 | $12M | 409k | 28.47 | |
| Repligen Corporation (RGEN) | 2.6 | $12M | 331k | 35.20 | |
| Callidus Software | 2.5 | $11M | 508k | 21.35 | |
| MaxLinear (MXL) | 2.2 | $9.7M | 346k | 28.05 | |
| West Pharmaceutical Services (WST) | 2.2 | $9.7M | 118k | 81.61 | |
| Belden (BDC) | 2.1 | $9.4M | 136k | 69.19 | |
| Performance Food (PFGC) | 2.1 | $9.3M | 389k | 23.80 | |
| WNS | 2.1 | $9.2M | 321k | 28.61 | |
| Gtt Communications | 1.9 | $8.4M | 344k | 24.35 | |
| Rogers Corporation (ROG) | 1.9 | $8.3M | 97k | 85.87 | |
| Ligand Pharmaceuticals In (LGND) | 1.8 | $7.8M | 74k | 105.84 | |
| Pdc Energy | 1.7 | $7.6M | 123k | 62.35 | |
| Texas Roadhouse (TXRH) | 1.7 | $7.5M | 168k | 44.53 | |
| 8x8 (EGHT) | 1.7 | $7.5M | 489k | 15.25 | |
| Trex Company (TREX) | 1.6 | $7.3M | 105k | 69.39 | |
| Matador Resources (MTDR) | 1.6 | $7.0M | 294k | 23.79 | |
| TreeHouse Foods (THS) | 1.6 | $6.9M | 82k | 84.66 | |
| Wageworks | 1.6 | $6.9M | 96k | 72.30 | |
| PolyOne Corporation | 1.6 | $6.9M | 202k | 34.09 | |
| Middleby Corporation (MIDD) | 1.5 | $6.6M | 48k | 136.44 | |
| Bottomline Technologies | 1.5 | $6.5M | 277k | 23.65 | |
| MSC Industrial Direct (MSM) | 1.4 | $6.4M | 63k | 102.76 | |
| A. O. Smith Corporation (AOS) | 1.4 | $6.3M | 123k | 51.16 | |
| Chuys Hldgs (CHUY) | 1.4 | $6.3M | 211k | 29.80 | |
| Electronics For Imaging | 1.4 | $6.1M | 125k | 48.83 | |
| Inc Resh Hldgs Inc cl a | 1.4 | $6.1M | 133k | 45.85 | |
| Financial Engines | 1.4 | $6.0M | 139k | 43.55 | |
| Siteone Landscape Supply (SITE) | 1.4 | $6.0M | 124k | 48.41 | |
| Omnicell (OMCL) | 1.4 | $6.0M | 147k | 40.65 | |
| Wolverine World Wide (WWW) | 1.3 | $5.9M | 238k | 24.97 | |
| EnerSys (ENS) | 1.3 | $5.8M | 74k | 78.94 | |
| Five9 (FIVN) | 1.3 | $5.7M | 346k | 16.46 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $5.7M | 171k | 33.50 | |
| Ultimate Software | 1.3 | $5.7M | 29k | 195.20 | |
| Encore Capital (ECPG) | 1.3 | $5.7M | 184k | 30.80 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.3 | $5.6M | 20k | 285.22 | |
| Minerals Technologies (MTX) | 1.2 | $5.5M | 72k | 76.60 | |
| Pegasystems (PEGA) | 1.2 | $5.5M | 126k | 43.85 | |
| AMN Healthcare Services (AMN) | 1.2 | $5.4M | 134k | 40.60 | |
| ResMed (RMD) | 1.2 | $5.2M | 73k | 71.97 | |
| Biotelemetry | 1.2 | $5.2M | 179k | 28.95 | |
| Alliance Data Systems Corporation (BFH) | 1.1 | $5.1M | 21k | 249.01 | |
| Inogen (INGN) | 1.1 | $5.0M | 65k | 77.56 | |
| Exar Corporation | 1.1 | $5.0M | 385k | 13.01 | |
| LKQ Corporation (LKQ) | 1.1 | $5.0M | 169k | 29.27 | |
| Smart & Final Stores | 1.1 | $5.0M | 410k | 12.10 | |
| Imax Corp Cad (IMAX) | 1.1 | $4.9M | 145k | 34.00 | |
| Novanta (NOVT) | 1.1 | $4.9M | 185k | 26.55 | |
| Grubhub | 1.1 | $4.9M | 148k | 32.89 | |
| Live Nation Entertainment (LYV) | 1.1 | $4.6M | 153k | 30.37 | |
| Methode Electronics (MEI) | 1.0 | $4.6M | 101k | 45.60 | |
| Globus Med Inc cl a (GMED) | 1.0 | $4.6M | 155k | 29.62 | |
| InnerWorkings | 1.0 | $4.5M | 449k | 9.96 | |
| Ceva (CEVA) | 1.0 | $4.5M | 126k | 35.50 | |
| LogMeIn | 1.0 | $4.5M | 46k | 97.49 | |
| Amedisys (AMED) | 1.0 | $4.4M | 85k | 51.09 | |
| Xcerra | 0.9 | $4.0M | 447k | 8.89 | |
| Shutterfly | 0.9 | $3.9M | 80k | 48.29 | |
| NCI Building Systems | 0.8 | $3.8M | 220k | 17.15 | |
| Teligent | 0.8 | $3.6M | 457k | 7.81 | |
| Luminex Corporation | 0.8 | $3.4M | 187k | 18.37 | |
| Red Robin Gourmet Burgers (RRGB) | 0.8 | $3.3M | 57k | 58.45 | |
| Zumiez (ZUMZ) | 0.7 | $3.3M | 179k | 18.30 | |
| Cantel Medical | 0.7 | $3.2M | 39k | 80.11 | |
| ExlService Holdings (EXLS) | 0.7 | $3.1M | 66k | 47.36 | |
| Vocera Communications | 0.7 | $3.0M | 122k | 24.83 | |
| Power Integrations (POWI) | 0.7 | $3.0M | 46k | 65.74 | |
| Caesar Stone Sdot Yam (CSTE) | 0.7 | $3.0M | 83k | 36.25 | |
| Axcelis Technologies (ACLS) | 0.7 | $3.0M | 160k | 18.80 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $2.5M | 116k | 21.90 | |
| Qualys (QLYS) | 0.6 | $2.5M | 65k | 37.89 | |
| Diodes Incorporated (DIOD) | 0.5 | $2.3M | 97k | 24.05 | |
| Qts Realty Trust | 0.5 | $2.3M | 47k | 48.75 | |
| Eagle Ban (EGBN) | 0.5 | $2.1M | 35k | 59.71 | |
| Wix (WIX) | 0.4 | $1.9M | 28k | 67.90 | |
| Bazaarvoice | 0.4 | $1.8M | 429k | 4.30 | |
| Imperva | 0.4 | $1.6M | 40k | 41.05 | |
| Amphastar Pharmaceuticals (AMPH) | 0.4 | $1.7M | 115k | 14.50 | |
| Southwestern Energy Company (SWN) | 0.3 | $1.4M | 177k | 8.17 | |
| Brightcove (BCOV) | 0.3 | $1.2M | 134k | 8.90 | |
| Tactile Systems Technology, In (TCMD) | 0.3 | $1.1M | 60k | 18.96 | |
| Actua Corporation | 0.2 | $1.1M | 80k | 14.05 |
