WASATCH ADVISORS LP
•CIK: 814133•Filing: Q4 2025
WASATCH ADVISORS LP, managed by the seasoned team of David M. Blitzer and Jonathan M. Blitzer, maintains a concentrated portfolio with 226 positions and $16.8 billion in AUM, focusing on high-conviction, long-term investments. Recently, the fund has made notable moves by adding OSK and DXPE with significant weight increases of 4,377% and 4,350% respectively, while cutting its position in POOL by 89%, reflecting a strategic shift towards growth-oriented sectors.
Total AUM
$16.8B
QoQ Performance
-9.4%
Positions
224
Top 10 Concentration
25.0%
Latest Filing
Q4 2025
Top Holdings Allocation
HQY3.6%
ENSG2.9%
RBC2.7%
NVMI2.6%
FOUR2.5%
FN2.2%
CWST2.2%
MEDP2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.7%
Consumer0.1%
Financial0.1%
Healthcare0.0%
Utilities0.0%
Industrial0.0%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+31 more exited positions
Changes from Q3 2025
NEW7 new positions
↑65 increased
↓126 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023