Data as of Q4 2025 (Dec 31, 2025)

RICE HALL JAMES & ASSOCIATES, LLC

โ€ขCIK: 1230765โ€ขFiling: Q4 2025

**RICE HALL JAMES & ASSOCIATES, LLC** manages $1.8B across a diversified portfolio of 243 positions. The firm maintains significant exposure to technology and specialized sectors, highlighted by top holdings including LGND at $52.9M and ARLO at $50.0M. Further concentration is visible in AM6 ($50.0M) and C-PR ($48.5M). This concentrated approach suggests a conviction-driven strategy targeting high-growth, niche market opportunities.

Total AUM
$1.8B
QoQ Performance
-0.9%
Positions
240
Top 10 Concentration
24.6%
Latest Filing
Q4 2025

Top Holdings Allocation

LGND2.9%
ARLO2.8%
AM62.8%
FN2.7%
ESTA2.6%
TSA2.6%
FOUR2.3%
DFIN2.0%

๐Ÿ“ˆ Biggest Buys

โ€”
BIRKENSTOCK HOLDING PLC
NEW
1.1% of portfolio
QDEL
QUIDELORTHO CORP
+222.0%
1.3% of portfolio
G
GENPACT LIMITED
NEW
0.7% of portfolio
SRAD
SPORTRADAR GROUP AG
+42.7%
1.5% of portfolio
LRN
STRIDE INC
+40.1%
1.5% of portfolio

๐Ÿ“‰ Biggest Sells

TKO
TKO GROUP HOLDINGS INC
-84.6%
0.2% of portfolio
MEDP
MEDPACE HLDGS INC
-31.6%
1.9% of portfolio
ESTA
ESTABLISHMENT LABS HLDGS INC
-14.3%
2.6% of portfolio
LGND
LIGAND PHARMACEUTICALS INC
-5.0%
2.9% of portfolio
PL
PLANET LABS PBC
-33.5%
0.2% of portfolio

Sector Breakdown

Other99.0%
Consumer0.4%
Technology0.3%
Healthcare0.3%
Financial0.1%

๐Ÿšช Exited Positionssold since Q3 2025

IM8N
INSMED INC
SOLD
$11.5M
โ€”
WNS HLDGS LTD
SOLD
$7.8M
COST
COSTCO WHSL CORP NEW
SOLD
$6.2M
VRNA
VERONA PHARMA PLC
SOLD
$4.9M
PB
PROS HOLDINGS INC
SOLD
$2.0M
+49 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘70 increased
โ†“122 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023