Companies included in BCSM
This is BCSM's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–49 of 49.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| IOT | Samsara Inc | 30,723 | NS | 3.733231% |
| DT | Dynatrace Inc | 25,795 | NS | 3.657644% |
| GWRE | Guidewire Software Inc | 5,593 | NS | 3.207445% |
| Liberty Live Holdings Inc | Liberty Live Holdings Inc | 8,628 | NS | 3.113471% |
| COHR | Coherent Corp | 2,995 | NS | 2.73562% |
| Liberty Media Corp-Liberty Formula One | Liberty Media Corp-Liberty Formula One | 8,919 | NS | 2.670269% |
| BAH | Booz Allen Hamilton Holding Corp | 8,794 | NS | 2.631159% |
| PODD | Insulet Corp | 3,229 | NS | 2.598097% |
| LSCC | Lattice Semiconductor Corp | 7,292 | NS | 2.59362% |
| LOAR | Loar Holdings Inc | 11,670 | NS | 2.563591% |
| AXON | Axon Enterprise Inc | 1,546 | NS | 2.517564% |
| WAY | Waystar Holding Corp | 26,639 | NS | 2.462715% |
| RBRK | Rubrik Inc | 12,170 | NS | 2.285176% |
| SITE | SiteOne Landscape Supply Inc | 4,464 | NS | 2.27842% |
| TDG | TransDigm Group Inc | 501 | NS | 2.22641% |
| EW | Edwards Lifesciences Corp | 7,051 | NS | 2.165079% |
| ROL | Rollins Inc | 10,546 | NS | 2.159779% |
| LPLA | LPL Financial Holdings Inc | 1,864 | NS | 2.150137% |
| WYNN | Wynn Resorts Ltd | 5,475 | NS | 2.131881% |
| MPWR | Monolithic Power Systems Inc | 502 | NS | 2.104563% |
| MSCI | MSCI Inc | 999 | NS | 2.064721% |
| HLT | Hilton Worldwide Holdings Inc | 1,759 | NS | 2.050939% |
| NPO | Enpro Inc | 2,119 | NS | 2.036562% |
| ARGX | Argenx SE | 726 | NS | 2.032859% |
| FPS | Forgent Power Solutions Inc | 17,834 | NS | 2.001569% |
| ELAN | Elanco Animal Health Inc | 20,963 | NS | 1.923513% |
| RGEN | Repligen Corp | 4,251 | NS | 1.920477% |
| KRMN | Karman Holdings Inc | 5,984 | NS | 1.836758% |
| VMC | Vulcan Materials Co | 1,741 | NS | 1.817797% |
| CHDN | Churchill Downs Inc | 5,201 | NS | 1.791461% |
| MRCY | Mercury Systems Inc | 6,229 | NS | 1.741424% |
| CMG | Chipotle Mexican Grill Inc | 13,803 | NS | 1.694175% |
| TW | Tradeweb Markets Inc | 3,749 | NS | 1.691388% |
| RACE | Ferrari NV | 1,274 | NS | 1.653343% |
| WCN | Waste Connections Inc | 2,621 | NS | 1.632522% |
| WING | Wingstop Inc | 2,588 | NS | 1.537839% |
| FICO | Fair Isaac Corp | 374 | NS | 1.530928% |
| HLNE | Hamilton Lane Inc | 4,000 | NS | 1.524563% |
| NTRA | Natera Inc | 1,946 | NS | 1.492279% |
| DKNG | DraftKings Inc | 17,220 | NS | 1.427538% |
| NTSK | Netskope Inc | 43,552 | NS | 1.417799% |
| DDOG | Datadog Inc | 2,964 | NS | 1.341662% |
| Stevanato Group SpA | Stevanato Group SpA | 25,207 | NS | 1.328993% |
| BWXT | BWX Technologies Inc | 1,626 | NS | 1.274945% |
| HTFL | HeartFlow Inc | 12,874 | NS | 1.201032% |
| RDDT | Reddit Inc | 2,266 | NS | 1.169944% |
| TEM | Tempus AI Inc | 6,318 | NS | 1.095492% |
| RMBS | Rambus Inc | 3,111 | NS | 1.02624% |
| MP | MP Materials Corp | 2,455 | NS | 0.454295% |
SEC N-PORT snapshot as of .