LIGHTROCK NETHERLANDS B.V.
LIGHTROCK NETHERLANDS B.V. runs LIGHTROCK NETHERLANDS B.V. and currently holds 36 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $506.44M. Their top holdings are SPSC, CBT, WTFC, JBL, AKAM. The top five represent 27.4% of reported portfolio weight. LIGHTROCK NETHERLANDS B.V. ranks #473 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LIGHTROCK NETHERLANDS B.V. initiated 2 new positions. They added to 12 existing positions. They trimmed 22 positions. Their current best-performing preview position is BC with returns of +146.43%.
36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SPSC SPS COMM INC | 6.92% | $60.61 | $81.09 | +33.79% | Added +38.83% |
CBT BRUNSWICK CORP | 6.37% | $72.22 | $85.19 | +17.95% | Trimmed -9.35% |
WTFC WINTRUST FINANCIAL CORP | 5.39% | $120.47 | $152.67 | +26.73% | Trimmed -5.88% |
JBL JABIL INC | 4.39% | $173.12 | $313.02 | +80.81% | Trimmed -9.66% |
AKAM AKAMAI TECHNOLOGIES INC | 4.38% | $90.31 | $110.42 | +22.27% | Added +10.00% |
FSLR ENVISTA HOLDINGS CORP | 4.08% | $257.18 | $214.28 | -16.68% | Trimmed -0.42% |
RNR SALLY BEAUTY HOLDINGS INC | 3.74% | $286.86 | $323.45 | +12.76% | Added +13.80% |
AYI ACUITY INC | 3.48% | $284.60 | $343.05 | +20.54% | Added +4.46% |
BLKB BLACKBAUD INC | 3.36% | $29.62 | $47.52 | +60.43% | New Buy |
ENS ENCOMPASS HEALTH CORP | 3.32% | $127.21 | $189.88 | +49.26% | Added +7.63% |
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