Handelsinvest Investeringsforvaltning

Handelsinvest Investeringsforvaltning as of March 31, 2023

Portfolio Holdings for Handelsinvest Investeringsforvaltning

Handelsinvest Investeringsforvaltning holds 87 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Service Corp International/US Common Stock (SCI) 3.4 $21M 312k 68.78
Pool Corp Common Stock (POOL) 3.3 $21M 61k 342.43
Cooper Cos Inc/The Common Stock 3.1 $20M 53k 373.36
Graphic Packaging Holding Common Stock (GPK) 2.9 $18M 706k 25.49
Watsco Common Stock (WSO) 2.8 $18M 56k 318.16
Darling Ingredients Common Stock (DAR) 2.5 $16M 267k 58.40
Clean Harbors Common Stock (CLH) 2.4 $15M 105k 142.56
Cavco Industries Common Stock (CVCO) 2.2 $14M 43k 317.74
Applied Industrial Technologie Common Stock (AIT) 2.1 $13M 94k 142.13
Tyler Technologies Common Stock (TYL) 2.1 $13M 37k 354.63
Jack Henry & Associates Common Stock (JKHY) 2.1 $13M 86k 150.72
Bentley Systems Common Stock (BSY) 2.1 $13M 302k 42.99
Simply Good Foods Co/The Common Stock (SMPL) 2.1 $13M 323k 39.77
Brunswick Corp Common Stock (BC) 2.0 $12M 150k 82.00
Tradeweb Markets Common Stock (TW) 2.0 $12M 155k 79.02
Paylocity Holding Corp Common Stock (PCTY) 1.9 $12M 61k 198.79
Reinsurance Group of America I Common Stock (RGA) 1.9 $12M 89k 132.76
SolarEdge Technologies Common Stock (SEDG) 1.9 $12M 39k 303.95
Advanced Drainage Systems Common Stock (WMS) 1.8 $12M 137k 84.21
Carlisle Cos Common Stock (CSL) 1.8 $12M 51k 226.08
East West Bancorp Common Stock (EWBC) 1.8 $11M 206k 55.50
Verra Mobility Corp Common Stock (VRRM) 1.8 $11M 666k 16.92
Planet Fitness Common Stock (PLNT) 1.8 $11M 142k 77.67
Bio-Techne Corp Common Stock (TECH) 1.8 $11M 148k 74.19
SiteOne Landscape Supply Common Stock (SITE) 1.7 $11M 79k 136.87
Envista Holdings Corp Common Stock (NVST) 1.7 $11M 264k 40.88
WillScot Mobile Mini Holdings Common Stock (WSC) 1.7 $11M 230k 46.88
Napco Security Technologies In Common Stock (NSSC) 1.7 $11M 280k 37.58
Vail Resorts Common Stock (MTN) 1.7 $11M 45k 233.69
Ashland Common Stock (ASH) 1.7 $11M 102k 102.71
Kadant Common Stock (KAI) 1.7 $10M 50k 208.52
MSA Safety Common Stock (MSA) 1.6 $10M 77k 133.51
Jabil Common Stock (JBL) 1.6 $10M 116k 88.16
Prosperity Bancshares Common Stock (PB) 1.6 $9.8M 160k 61.52
Molina Healthcare Common Stock (MOH) 1.5 $9.6M 36k 267.50
Ameresco Common Stock (AMRC) 1.4 $8.8M 180k 49.22
AMN Healthcare Services Common Stock (AMN) 1.4 $8.6M 104k 82.96
CyberArk Software Common Stock (CYBR) 1.4 $8.6M 58k 147.98
Alibaba Group Holding Adr (BABA) 1.3 $8.4M 83k 102.18
Comfort Systems USA Common Stock (FIX) 1.2 $7.6M 52k 145.96
Pinnacle Financial Partners In Common Stock (PNFP) 1.2 $7.6M 137k 55.16
Option Care Health Common Stock (OPCH) 1.2 $7.3M 230k 31.77
National Bank Holdings Corp Common Stock (NBHC) 1.2 $7.3M 218k 33.46
Sensient Technologies Corp Common Stock (SXT) 1.2 $7.3M 95k 76.56
Dynatrace Common Stock (DT) 1.1 $6.8M 160k 42.30
Apple Common Stock (AAPL) 0.8 $5.1M 31k 164.92
Global Water Resources Common Stock (GWRS) 0.8 $5.0M 405k 12.43
Insulet Corp Common Stock (PODD) 0.7 $4.3M 14k 318.97
Halozyme Therapeutics Common Stock (HALO) 0.6 $4.0M 105k 38.19
Microsoft Corp Common Stock (MSFT) 0.6 $3.9M 14k 288.27
Alphabet Common Stock (GOOG) 0.6 $3.9M 38k 104.00
AGCO Corp Common Stock (AGCO) 0.5 $3.3M 24k 135.22
Rockwell Automation Common Stock (ROK) 0.5 $3.3M 11k 293.41
NetEase Adr (NTES) 0.5 $3.1M 35k 88.43
Etsy Common Stock (ETSY) 0.5 $3.0M 27k 111.33
HDFC Bank Adr (HDB) 0.5 $3.0M 45k 66.66
Abbott Laboratories Common Stock (ABT) 0.5 $2.9M 29k 101.25
Park City Group Common Stock (TRAK) 0.5 $2.9M 460k 6.28
Quanta Services Common Stock (PWR) 0.4 $2.8M 17k 166.63
TSMC Adr (TSM) 0.4 $2.8M 30k 93.03
UnitedHealth Group Common Stock (UNH) 0.4 $2.6M 5.6k 472.60
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $2.6M 3.2k 821.56
Thermo Fisher Scientific Common Stock (TMO) 0.4 $2.6M 4.5k 576.33
Intuit Common Stock (INTU) 0.4 $2.6M 5.9k 445.79
JD.com Adr (JD) 0.4 $2.6M 59k 43.89
NVIDIA Corp Common Stock (NVDA) 0.4 $2.5M 9.0k 277.79
Eli Lilly & Co Common Stock (LLY) 0.4 $2.4M 6.9k 343.49
Tractor Supply Common Stock (TSCO) 0.4 $2.4M 10k 235.00
Xylem Common Stock (XYL) 0.3 $2.2M 21k 104.71
Keysight Technologies Common Stock (KEYS) 0.3 $2.0M 12k 161.50
Veeva Systems Common Stock (VEEV) 0.3 $1.9M 10k 183.79
Nasdaq Common Stock (NDAQ) 0.3 $1.8M 33k 54.67
Mastercard Common Stock (MA) 0.3 $1.8M 4.9k 363.37
Infosys Adr (INFY) 0.3 $1.7M 100k 17.44
Sprouts Farmers Market Common Stock (SFM) 0.3 $1.7M 47k 35.03
PDD Holdings Adr (PDD) 0.3 $1.6M 21k 75.88
Trex Common Stock (TREX) 0.2 $1.6M 32k 48.66
Home Depot Inc/The Common Stock (HD) 0.2 $1.6M 5.3k 295.14
Grand Canyon Education Common Stock (LOPE) 0.2 $1.4M 12k 113.92
Bright Horizons Family Solutio Common Stock (BFAM) 0.2 $1.3M 18k 77.00
Albemarle Corp Common Stock (ALB) 0.2 $1.1M 5.1k 220.98
YETI Holdings Common Stock (YETI) 0.1 $804k 20k 40.00
Sunnova Energy International I Common Stock (NOVA) 0.1 $784k 50k 15.62
ZTO Express Cayman Adr (ZTO) 0.1 $717k 25k 28.68
Evoqua Water Technologies Corp Common Stock 0.1 $699k 14k 49.72
Baidu Adr (BIDU) 0.1 $604k 4.0k 151.00
Trip.com Group Adr (TCOM) 0.0 $188k 5.0k 37.60