13F value (AUM)
$10.7B
Frontier Capital Management Co
FRONTIER CAPITAL MANAGEMENT CO LLC
$10.7B
13F long value · 2026-Q2Positions300
CategoryAsset Manager
Quarters tracked9
● #495 of 581 by 13F value
Size rank 2/10
24 NEW34 ADD14 2×+43 TRIM6 NEAR EXIT13 EXIT
Snapshot
Frontier Capital Management Co's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
300 (26 unmapped)
Top 100 weight
66.3%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
24
Exits / near-exits
19
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 66.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| — | FTAI AVIATION LTD | 3.0% | $320.2M | 1.2M | — |
| GVA | GRANITE CONSTR INC | 1.6% | $176.9M | 1.1M | -20.4% |
| ALK | ALASKA AIR GROUP INC | 1.6% | $176.7M | 3.4M | -22.5% |
| AAOI | APPLIED OPTOELECTRONICS INC | 1.3% | $144.5M | 975.3K | -1.6% |
| AKAM | AKAMAI TECHNOLOGIES INC | 1.3% | $134.4M | 1.1M | -18.8% |
| ASH | ASHLAND INC | 1.2% | $131.8M | 2.0M | -12.4% |
| LSCC | LATTICE SEMICONDUCTOR CORP | 1.2% | $125.7M | 821.8K | -22.1% |
| BPOP | POPULAR INC | 1.1% | $119.1M | 725.2K | -8.3% |
| MDB | MONGODB INC | 1.0% | $112.2M | 334.1K | -21.3% |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1.0% | $112.1M | 206.8K | +4.6% |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 1.0% | $109.9M | 1.4M | -16.9% |
| EXP | EAGLE MATLS INC | 1.0% | $103.2M | 458.6K | — |
| LRN | STRIDE INC | 1.0% | $102.8M | 1.2M | +13.4% |
| XPO | XPO INC | 1.0% | $102.6M | 499.6K | +7.2% |
| BBIO | BRIDGEBIO PHARMA INC | 1.0% | $102.3M | 1.4M | +0.1% |
Quarterly changes — 2026-Q2
What Frontier Capital Management Co opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | AAOI | APPLIED OPTOELECTRONICS INC | 284.1K | 975.3K | +243.2% | +$120.5M |
| TRIM | DAR | DARLING INGREDIENTS INC | 2.5M | 793.9K | -67.7% | -$108.5M |
| TRIM | CRCL | CIRCLE INTERNET GROUP INC | 1.5M | 1.0M | -35.1% | -$84.8M |
| NEW | DT | DYNATRACE INC | — | 1.6M | — | +$71.8M |
| ADD | LSCC | LATTICE SEMICONDUCTOR CORP | 605.3K | 821.8K | +35.8% | +$69.6M |
| ADD | MDB | MONGODB INC | 214.3K | 334.1K | +55.9% | +$59.8M |
| 2×+ | PODD | INSULET CORP | 172.5K | 622.5K | +260.8% | +$58.6M |
| 2×+ | FLS | FLOWSERVE CORP | 462.4K | 1.2M | +166.7% | +$57.5M |
| EXIT | MRVL | MARVELL TECHNOLOGY INC | 541.0K | 0 | -100.0% | -$53.6M |
| NEAR EXIT | SILA | SILA REALTY TRUST INC | 2.7M | 377.4K | -86.0% | -$52.4M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.