IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bullseye Asset Management LLC

Q2 2026 Holdings

Filed 2026-08-12 | 56 holdings | $186.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Zeta Global Hldgs Corp SHS(ZETA)COM98956A105$9.0M456,9544.8%
Clean Harbors Inc COM(CLH)COM184496107$7.8M25,9614.2%
Hinge Health Inc SHS(HNGE)COM433313103$7.5M90,7164.0%
Primo Brands Corporation Class A COM SHS(PRMB)COM741623102$7.4M302,8654.0%
RB Global Inc COM(RBA)COM74935Q107$6.9M59,2703.7%
RED Rock Resorts Inc CL A(RRR)COM75700L108$6.8M104,9533.7%
Federal Signal Corp COM(FSS)COM313855108$5.8M45,2573.1%
Caredx Inc COM(CDNA)COM14167L103$5.8M203,6603.1%
Flowserve Corp COM(FLS)COM34354P105$5.6M75,9203.0%
Digitalocean Holdings Inc SHS(DOCN)COM25402D102$5.2M33,3882.8%
FOX Factory Hldg Corp COM(FOXF)COM35138V102$4.7M275,1162.5%
Crocs Inc COM(CROX)COM227046109$4.4M36,8552.4%
Lumexa Imaging Hldgs Inc SHS(LMRI)COM550249106$4.4M390,1852.4%
Cava Group Inc SHS(CAVA)COM148929102$4.3M55,1502.3%
Hamilton Lane Inc CL A(HLNE)COM407497106$4.3M54,2832.3%
V2x Inc COM(VVX)COM92242T101$4.2M56,4822.3%
Guardant Health Inc COM(GH)COM40131M109$3.9M26,0142.1%
Alkami Technology Inc SHS(ALKT)COM01644J108$3.8M207,2502.0%
Five Below Inc COM(FIVE)COM33829M101$3.7M20,7982.0%
Miami International Hldgs SHS(MIAX)COM59356Q108$3.6M98,1702.0%
Nutanix Inc CL A(NTNX)COM67059N108$3.5M69,6161.9%
Applied Indl Technologies in COM(AIT)COM03820C105$3.5M10,4441.9%
Cryoport Inc COM PAR $0.001(CYRX)COM229050307$3.5M223,7311.9%
Dutch Bros Inc SHS(BROS)COM26701L100$3.5M48,6451.9%
Neogenomics Inc COM New(NEO)COM64049M209$3.5M238,4431.9%
Omnicell COM COM(OMCL)COM68213N109$3.4M82,2181.8%
Waystar Holding Corp SHS(WAY)COM946784105$3.4M164,2501.8%
Shake Shack Inc CL A(SHAK)COM819047101$3.3M59,3261.8%
Braze Inc SHS(BRZE)COM10576N102$3.3M152,9131.8%
Shift4 Payments Inc SHS(FOUR)COM82452J109$3.2M66,6871.7%
QXO Inc COM New(QXO)COM82846H405$3.2M187,4951.7%
Tenable Hldgs Inc COM(TENB)COM88025T102$3.0M81,3261.6%
Modine MFG Co COM(MOD)COM607828100$3.0M11,0901.6%
Ncino Inc SHS(NCNO)COM63947X101$2.9M176,2791.5%
Wingstop Inc COM(WING)COM974155103$2.7M15,6431.5%
Servicetitan, Inc. SHS(TTAN)COM81764X103$2.6M36,9781.4%
Flywire Corp SHS(FLYW)COM302492103$2.6M147,5761.4%
Sprinklr Inc SHS(CXM)COM85208T107$2.5M486,0441.3%
Aerovironment Inc COM(AVAV)COM008073108$2.4M14,6741.3%
SI Bone Inc COM(SIBN)COM825704109$2.4M144,5121.3%
Inspire MED SYS Inc COM(INSP)COM457730109$2.3M52,2301.2%
Karman Holdings Inc. SHS(KRMN)COM485924104$2.2M45,0001.2%
Firefly Aerospace Inc SHS(FLY)COM31816X106$2.2M75,0001.2%
Ollies Bargain Outlet Hldgs COM(OLLI)COM681116109$1.8M23,1551.0%
Transmedics Group Inc COM(TMDX)COM89377M109$1.6M24,3010.9%
Procore Technologies Inc SHS(PCOR)COM74275K108$1.5M38,1050.8%
Optimizerx Corp COM New(OPRX)COM68401U204$1.5M258,3110.8%
Paylocity Hldg Corp COM(PCTY)COM70438V106$890.0K8,5160.5%
Brainsway LTD Sponsored ADS(BWAY)COM10501L106$643.0K41,4820.3%
ACV Auctions Inc SHS(ACVA)COM00091G104$443.0K61,6180.2%
Page 1 of 2Next