Grandeur Peak Global Advisors, LLC

CIK: 0001569137SEC EDGAR →

Portfolio Value

$742.8M

Holdings

102

As of

Q4 2025

New Positions

104

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JFROG LTD

1,204,731$75.2M
10.13%
2

MAREX GROUP PLC

1,779,743$68.3M
9.19%
3

MONOLITHIC PWR SYS INC

72,468$65.7M
8.84%
4

BBB FOODS INC

1,308,727$43.7M
5.88%
5

DESCARTES SYS GROUP INC

333,955$29.3M
3.95%
6

ACCELERANT HOLDINGS

1,621,022$26.5M
3.57%
7

ITT INC

148,184$25.7M
3.46%
8

LITTELFUSE INC

93,735$23.7M
3.19%
9

NVENT ELECTRIC PLC

203,061$20.7M
2.79%
10

PRIMORIS SVCS CORP

144,071$17.9M
2.41%

Quarterly Changes

Top Buys

ITTNEW
$25.7M
NVT↑ Increased
$12.9M
ARX↑ Increased
$12.4M
PWINEW
$10.9M
ATRC↑ Increased
$10.2M

Top Sells

CYBRCLOSED
$38.6M
FROG↓ Decreased
$15.7M
DSG↓ Decreased
$9.8M
CWAN↓ Decreased
$8.8M
PRIM↓ Decreased
$7.1M

New Positions (13)

$25.7M · 148K shares
$10.9M · 306K shares
$4.4M · 57K shares
$4.0M · 55K shares
$2.3M · 44K shares
$1.1M · 2K shares
$1.1M · 5K shares
$793K · 29K shares
$746K · 19K shares
$740K · 4K shares
$520K · 45K shares
$442K · 15K shares
$350K · 22K shares

Closed Positions (15)

$38.6M · 80K shares
$3.6M · 20K shares
$2.3M · 44K shares
$2.3M · 80K shares
$2.1M · 215K shares
$2.0M · 56K shares
$1.1M · 34K shares
$1.1M · 5K shares
$1.1M · 11K shares
$1.1M · 15K shares
$709K · 4K shares
$598K · 32K shares
$542K · 3K shares
$491K · 29K shares
$250K · 37K shares

Sector Breakdown

Sector# HoldingsValue%
Technology26$243.6M32.8%
Financial Services18$157.3M21.2%
Industrials22$129.7M17.5%
Consumer Defensive6$68.3M9.2%
Healthcare13$60.5M8.1%
Unknown3$45.6M6.1%
Consumer Cyclical12$29.7M4.0%
Real Estate1$6.4M0.9%
Basic Materials1$1.7M0.2%