MondegarAI
Capital Impact Advisors, LLC

Q2 2024 · 13F-HR

Capital Impact Advisors, LLCholdings as filed

Filed 2024-08-16 · accession 0001420506-24-001614

$35.5M
Reported value
53
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
86800U104SMCIUSDSUPER MICRO COMPUTER INC$1.4M3.97%1,723CommonSOLE
379577208GMEDGLOBUS MED INC$1.4M3.83%19,858CommonSOLE
705573103PEGAPEGASYSTEMS INC$1.1M3.07%17,996CommonSOLE
888787108TOSTTOAST INC$1.0M2.88%39,723CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$1.0M2.83%20,380CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$954,3762.69%2,996CommonSOLE
985817105YELPYELP INC$881,9602.48%23,869CommonSOLE
98980G102ZSZSCALER INC$866,2002.44%4,507CommonSOLE
26856L103ELFE L F BEAUTY INC$839,9302.36%3,986CommonSOLE
141788109CARGCARGURUS INC$806,0172.27%30,764CommonSOLE
453204109PIIMPINJ INC$782,1262.20%4,989CommonSOLE
69553P100PDPAGERDUTY INC$776,9142.19%33,882CommonSOLE
819047101SHAKSHAKE SHACK INC$774,2702.18%8,603CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$769,8052.17%3,464CommonSOLE
30161Q104EXELEXELIXIS INC$766,3172.16%34,104CommonSOLE
16679L109CHWYCHEWY INC$748,3372.11%27,472CommonSOLE
03674X106ARANTERO RESOURCES CORP$740,0162.08%22,679CommonSOLE
03783C100APPFAPPFOLIO INC$737,8682.08%3,017CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$722,3852.03%1,754CommonSOLE
G3323L100FNFABRINET$717,2352.02%2,930CommonSOLE
594972408MSTRMICROSTRATEGY INC$712,1572.00%517CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$690,6751.94%65,716CommonSOLE
917047102URBNURBAN OUTFITTERS INC$684,9191.93%16,685CommonSOLE
974155103WINGWINGSTOP INC$684,7091.93%1,620CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$670,2481.89%11,558CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$669,4281.88%12,886CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$657,0001.85%16,425CommonSOLE
03831W108APPAPPLOVIN CORP$648,1171.82%7,788CommonSOLE
19247G107COHRCOHERENT CORP$645,1841.82%8,904CommonSOLE
88339P101REALTHE REALREAL INC$645,0241.82%202,202CommonSOLE
358039105FRPTFRESHPET INC$644,6211.81%4,982CommonSOLE
29605J106ESABESAB CORPORATION$638,7251.80%6,764CommonSOLE
829214105SLPSIMULATIONS PLUS INC$632,2541.78%13,004CommonSOLE
830566105SKAASKECHERS U S A INC$617,5871.74%8,935CommonSOLE
184496107CLHCLEAN HARBORS INC$611,2831.72%2,703CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$608,9751.71%63,501CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$605,8671.71%65,147CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$594,2791.67%26,554CommonSOLE
825690100SSTKSHUTTERSTOCK INC$580,7711.63%15,007CommonSOLE
30063P105EXKEXACT SCIENCES CORP$531,1671.49%12,572CommonSOLE
98986M103ZYXIQZYNEX INC$529,5441.49%56,818CommonSOLE
885160101THOTHOR INDS INC$515,3771.45%5,515CommonSOLE
45778Q107NSPINSPERITY INC$509,4081.43%5,585CommonSOLE
021369103ALTREURALTAIR ENGR INC$478,9251.35%4,883CommonSOLE
98983V106ZUOUSDZUORA INC$469,9471.32%47,326CommonSOLE
90364P105PATHUIPATH INC$461,5521.30%36,400CommonSOLE
91332U101UUNITY SOFTWARE INC$440,4511.24%27,088CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$398,7751.12%24,540CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$352,7200.99%13,925CommonSOLE
04335A105ARVNARVINAS INC$338,3400.95%12,710CommonSOLE
80810D103SDGRSCHRODINGER INC$248,0740.70%12,827CommonSOLE
57776J100MXLMAXLINEAR INC$157,6760.44%7,829CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$84,3980.24%1,118CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.