Van Berkom & Associates Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$3.4B
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LAURLAUREATE EDUCATION INC. | 4,964,371 | $116.1M | 3.45% | |
| 2 | ENSGENSIGN GROUP INC. | 751,148 | $115.9M | 3.45% | |
| 3 | VCTRVICTORY CAP HLDGS INC. COM CL A | 1,784,042 | $113.6M | 3.38% | |
| 4 | SNEXSTONEX GROUP INC. | 1,196,975 | $109.1M | 3.25% | |
| 5 | EEFTEURONET WORLDWIDE INC. | 1,033,210 | $104.7M | 3.12% | |
| 6 | HLNEHAMILTON LANE INC. | 681,074 | $96.8M | 2.88% | |
| 7 | GKDGRAND CANYON EDUCATION INC. | 508,070 | $96.0M | 2.86% | |
| 8 | AWIARMSTRONG WORLD INDS INC. | 553,361 | $89.9M | 2.68% | |
| 9 | FSSFEDERAL SIGNAL CORP. | 836,872 | $89.1M | 2.65% | |
| 10 | MMSMAXIMUS INC. | 1,265,599 | $88.8M | 2.64% | |
| 11 | SHAKSHAKE SHACK INC. CL A | 630,107 | $88.6M | 2.64% | |
| 12 | HNMORMAT TECHNOLOGIES INC. | 1,042,001 | $87.3M | 2.60% | |
| 13 | IRDMIRIDIUM COMMUNICATIONS INC. | 2,863,178 | $86.4M | 2.57% | |
| 14 | OZKBANK OZK | 1,805,714 | $85.0M | 2.53% | |
| 15 | PNTGPENNANT GROUP INC. | 2,827,956 | $84.4M | 2.51% | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HLD | 8,743,351 | $82.3M | 2.45% | |
| 17 | PCTYPAYLOCITY HLDG CORP. | 453,753 | $82.2M | 2.45% | |
| 18 | PLNTPLANET FITNESS INC CL A | 743,765 | $81.1M | 2.41% | |
| 19 | NMIHNMI HOLDINGS INC. | 1,901,657 | $80.2M | 2.39% | |
| 20 | IBPINSTALLED BLDG PRODS INC. | 443,547 | $80.0M | 2.38% | |
| 21 | RLIRLI CORP. | 1,073,408 | $77.5M | 2.31% | |
| 22 | PRIMPRIMORIS SERVICES CORP. | 980,947 | $76.5M | 2.28% | |
| 23 | GMEDGLOBUS MEDICAL INC. | 1,284,205 | $75.8M | 2.26% | |
| 24 | TPDSOMNIGROUP INTERNATIONAL INC. | 1,111,590 | $75.6M | 2.25% | |
| 25 | FIVNFIVE9 INC | 2,845,049 | $75.3M | 2.24% | |
| 26 | TTEKTETRA TECH INC | 2,062,811 | $74.2M | 2.21% | |
| 27 | CRLCHARLES RIVER LABORATORIES | 486,949 | $73.9M | 2.20% | |
| 28 | SPXCSPX TECHNOLOGIES INC. | 438,509 | $73.5M | 2.19% | |
| 29 | HLIHOULIHAN LOKEY INC. | 396,406 | $71.3M | 2.12% | |
| 30 | GTLSCHART INDS INC | 415,506 | $68.4M | 2.04% | |
| 31 | FCNFTI CONSULTING INC. | 416,213 | $67.2M | 2.00% | |
| 32 | ESABESAB CORPORATION | 556,866 | $67.1M | 2.00% | |
| 33 | PRVAPRIVIA HEALTH GROUP INC | 2,901,221 | $66.7M | 1.99% | |
| 34 | WSCWILLSCOT HOLDINGS CORPORATION | 2,409,390 | $66.0M | 1.96% | |
| 35 | CHECHEMED CORP. | 128,423 | $62.5M | 1.86% | |
| 36 | FNDFLOOR & DECOR HLDGS INC CL A | 766,159 | $58.2M | 1.73% | |
| 37 | YETIYETI HOLDINGS INC. | 1,803,322 | $56.8M | 1.69% | |
| 38 | DVDOUBLEVERIFY HOLDINGS INC. | 3,643,836 | $54.5M | 1.62% | |
| 39 | APGAPI GROUP | 912,593 | $46.6M | 1.39% | |
| 40 | HQYHEALTHEQUITY INC. | 442,830 | $46.4M | 1.38% | |
| 41 | BLKBBLACKBAUD INC. | 669,600 | $43.0M | 1.28% | |
| 42 | GOGROCERY OUTLET HLDG CORP. | 3,213,487 | $39.9M | 1.19% | |
| 43 | DOCNDIGITALOCEAN HLDGS INC. | 1,175,830 | $33.6M | 1.00% | |
| 44 | SLABSILICON LABORATORIES INC. | 184,076 | $27.1M | 0.81% | |
| 45 | ATSATS CORPORATION | 269,260 | $8.6M | 0.26% | |
| 46 | ATATATOUR LIFESTYLE HLDGS LTD SPONSORED | 61,604 | $2.0M | 0.06% | |
| 47 | PTCPTC INC. | 9,153 | $1.6M | 0.05% | |
| 48 | ROADCONSTRUCTION PARTNERS INC COM CL A | 13,995 | $1.5M | 0.04% | |
| 49 | EPAMEPAM SYS INC. | 8,186 | $1.4M | 0.04% | |
| 50 | FAFIRST ADVANTAGE CORP. | 85,233 | $1.4M | 0.04% | |
| 51 | DTDYNATRACE INC. | 21,535 | $1.2M | 0.04% | |
| 52 | GLOBGLOBANT S A | 12,474 | $1.1M | 0.03% | |
| 53 | TECHBIO-TECHNE CORP | 21,341 | $1.1M | 0.03% | |
| 54 | YUMCYUM CHINA HOLDINGS | 21,450 | $960K | 0.03% | |
| 55 | ENQENTEGRIS INC. | 10,714 | $864K | 0.03% | |
| 56 | KLICKULICKE & SOFFA INDUSTRIES ADR | 23,023 | $797K | 0.02% | |
| 57 | VIPSVIPSHOP HOLDINGS LIMITED ADR | 39,077 | $588K | 0.02% | |
| 58 | BCBRUNSWICK CORP. | 10,027 | $554K | 0.02% | |
| 59 | GRABGRAB HOLDINGS LIMITED CLASS A ORD | 99,200 | $499K | 0.01% | |
| 60 | RDNTRADNET INC. | 5,774 | $329K | 0.01% | |
| 61 | STVNSTEVANATO GROUP S P A ORD SHS | 2,400 | $59K | 0.00% | |
| 62 | SMINISHARES TR MSCI INDIA SM CP | 400 | $31K | 0.00% | |
| 63 | SCJISHARES INC MSCI JAPAN SMALL CAP | 300 | $25K | 0.00% |