LG
Laurus Global Equity Management Inc. — 13F Portfolio Changes & Top Buys (Q1 2026)
Laurus Global Equity Management Inc.CIK: 0001869316
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$102.1M
Reporting period: 2026-03-31 · Number of holdings: 45
Laurus Global Equity Management Inc. disclosed 45 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $102.1M and a quarterly turnover rate of 31.5%.
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Personality snowflake
- Concentration
- 27.57
- Portfolio Stability
- 31.46
- Momentum
- 100
- Sector conviction
- 78.68
- Diversification
- 90
- Sizing Uniformity
- 85.34
Laurus Global Equity Management Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.069 — mathematically equivalent to about 15 equally-sized positions, well below its 45 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.47), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd CHRW
+31.2% $1.6M
Trim IT
0.0% -$3.2M
Trim CSL
-60.1% -$2.0M
Trim CRL
-13.0% -$4.1M
Trim GNRC
-58.2% -$2.0M
Trim FIVE
-61.8% -$1.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 12.90% | +0.53% | +0.10% | |
| 2 | CRL | Charles River Laboratories | Stock-Healthcare | 12.11% | -1.27% | -12.97% | |
| 3 | PTC | Ptc Inc | Stock-Tech | 11.63% | -0.19% | — | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 10.90% | -0.23% | — | |
| 5 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 6.08% | +2.35% | +31.19% | |
| 6 | IT | Gartner Inc | Stock-Tech | 5.31% | -1.73% | — | |
| 7 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.96% | -1.14% | -58.16% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | +2.62% | NEW | |
| 9 | FCN | Fti Consulting Inc | Stock-Industrials | 2.05% | +0.40% | -0.17% | |
| 10 | EFOR | Everforth Inc | Stock-Other | 1.63% | +0.32% | +28.76% | |
| 11 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 1.60% | +0.04% | -25.98% | |
| 12 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.45% | +0.30% | — | |
| 13 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.41% | -1.41% | -60.07% | |
| 14 | GIC | Global Industrial Co | Stock-Other | 1.41% | +0.35% | +2.54% | |
| 15 | NSSC | Napco Security Technologies | Stock-Other | 1.36% | -0.08% | -16.90% | |
| 16 | LSTR | Landstar System Inc | Stock-Industrials | 1.35% | +0.36% | +2.01% | |
| 17 | ITGR | Integer Holdings CORP | Stock-Healthcare | 1.31% | +0.36% | +2.62% | |
| 18 | CHE | Chemed CORP | Stock-Healthcare | 1.27% | +0.32% | +25.55% | |
| 19 | VCTR | Victory Capital Holding - A | Stock-Other | 1.24% | +0.25% | — | |
| 20 | UFPT | Ufp Technologies Inc | Stock-Other | 1.22% | +0.27% | +22.05% | |
| 21 | FFIN | First Finl Bankshares Inc | Stock-Financials | 1.17% | +0.58% | +67.53% | |
| 22 | XPEL | Xpel Inc | Stock-Other | 1.15% | +0.09% | +2.46% | |
| 23 | FIVE | Five Below | Stock-Consumer Disc | 1.11% | -0.88% | -61.76% | |
| 24 | CSW | Csw Industrials Inc | Stock-Industrials | 1.07% | +0.12% | +5.03% | |
| 25 | OTCM | Otc Markets Group Inc-a | Stock-Other | 1.05% | +0.21% | — | |
| 26 | BCPC | Balchem CORP | Stock-Materials | 1.05% | -0.02% | -26.46% | |
| 27 | SPSC | Sps Commerce Inc | Stock-Tech | 0.96% | +0.13% | +52.92% | |
| 28 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.94% | +0.58% | +169.51% | |
| 29 | RPM | Rpm International Inc | Stock-Materials | 0.92% | +0.12% | — | |
| 30 | RLI | Rli CORP | Stock-Financials | 0.90% | +0.06% | — | |
| 31 | ALG | Alamo Group Inc | Stock-Other | 0.88% | +0.13% | — | |
| 32 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.85% | +0.37% | +96.86% | |
| 33 | IBP | Installed Building Products | Stock-Consumer Disc | 0.82% | +0.16% | — | |
| 34 | DV | Doubleverify Holdings Inc | Stock-Other | 0.81% | -0.01% | -1.33% | |
| 35 | IPAR | Interparfums Inc | Stock-Other | 0.77% | +0.17% | — | |
| 36 | TREX | Trex Company Inc | Stock-Industrials | 0.75% | +0.16% | +1.94% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.66% | +0.66% | NEW | |
| 38 | WINA | Winmark CORP | Stock-Other | 0.60% | -0.26% | -45.00% | |
| 39 | NSP | Insperity Inc | Stock-Other | 0.43% | -0.08% | — | |
| 40 | IMAX | Imax CORP | Stock-Other | 0.33% | +0.06% | — | |
| 41 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.23% | +0.01% | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.22% | +0.02% | — | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.21% | — | — | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.20% | -0.08% | -35.85% | |
| 45 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.11% | -0.03% | — |
Portfolio Performance
Performance for Q3 2026
+18.4%
Performance Last 4 Quarters
+6.2%
- Stdev
- +20%
- Beta
- +0.98
- Alpha
- -13.5%
- Max Drawdown
- -20.3%
- Annualized Perf
- +4.3%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +0.48
- Stutzer
- +0.09
- Treynor
- +0.06
- Sterling
- +0.18
- Calmar
- +0.21
- Information Ratio
- -0.9
- Tracking Error
- +15.4%
- Stdev Down
- +12.7%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- +25%
- Worst 12 Months
- -18.2%
- Efficiency Ratio
- +0.08
- Sharpe
- +0.31
- Stdev Sectors
- +12.6%
- Skewness
- +0.19
- Kurtosis
- -0.35
- Upside Potential
- +2.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q1 | 45 | $102.1M | 31 | ||
| 2025 Q4 | 44 | $122.8M | 45 | ||
| 2025 Q3 | 43 | $146.2M | 26 | ||
| 2025 Q2 | 46 | $153.1M | 0 | ||
| 2025 Q1 | 46 | $149.8M | 100 | ||
| 2024 Q4 | 44 | $194.2M | 0 | ||
| 2024 Q3 | 42 | $258.7M | 0 | ||
| 2024 Q2 | 39 | $242.0M | 0 | ||
| 2024 Q1 | 40 | $285.2M | 0 | ||
| 2023 Q4 | 38 | $275.9M | 0 | ||
| 2023 Q3 | 37 | $238.1M | 0 | ||
| 2023 Q2 | 37 | $278.6M | 0 | ||
| 2023 Q1 | 40 | $280.2M | 0 | ||
| 2022 Q4 | 49 | $269.2M | 0 | ||
| 2022 Q3 | 44 | $274.2M | 0 | ||
| 2022 Q2 | 43 | $208.1M | 0 | ||
| 2022 Q1 | 41 | $265.0M | 0 | ||
| 2021 Q4 | 44 | $386.1M | 0 | ||
| 2021 Q3 | 41 | $351.0M | 0 | ||
| 2021 Q2 | 37 | $325.5M | — | ||
| 2021 Q1 | 47 | $259.8M | — | ||
| 2020 Q4 | 47 | $257.2M | — | ||
| 2020 Q3 | 44 | $203.5M | — | ||
| 2020 Q2 | 42 | $186.6M | — | ||
| 2020 Q1 | 34 | $138.4M | — | ||
| 2019 Q4 | 32 | $177.0M | — | ||
| 2019 Q3 | 31 | $147.3M | — | ||
| 2019 Q2 | 29 | $141.5M | — | ||
| 2019 Q1 | 28 | $127.8M | — | ||
| 2018 Q4 | 29 | $107.5M | — | ||
| 2018 Q3 | 31 | $139.6M | — | ||
| 2018 Q2 | 29 | $139.8M | — | ||
| 2018 Q1 | 29 | $117.1M | — | ||
| 2017 Q4 | 29 | $124.3M | — |
Holding changes this quarter
Laurus Global Equity Management Inc.'s most significant position changes for 2026-03-31: Sold out: Cooper Cos Inc/the (COO); New buy: Microsoft CORP (MSFT); New buy: Accenture plc (ACN); Add: C.h. Robinson Worldwide Inc (CHRW) — shares +31.19%; Trim: Carlisle Cos Inc (CSL) — shares -60.07%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHRW | C.h. Robinson Worldwide Inc | +2.4% | +31.19% | Add |
| 2 | BFAM | Bright Horizons Family Solut | +0.6% | +169.51% | Add |
| 3 | FFIN | First Finl Bankshares Inc | +0.6% | +67.53% | Add |
| 4 | JKHY | Jack Henry & Associates Inc | +0.5% | +0.10% | Add |
| 5 | FCN | Fti Consulting Inc | +0.4% | -0.17% | Trim |
| 6 | CCC | Ccc Intelligent Solutions Ho | +0.4% | +96.86% | Add |
| 7 | ITGR | Integer Holdings CORP | +0.4% | +2.62% | Add |
| 8 | LSTR | Landstar System Inc | +0.4% | +2.01% | Add |
| 9 | GIC | Global Industrial Co | +0.4% | +2.54% | Add |
| 10 | CHE | Chemed CORP | +0.3% | +25.55% | Add |
| 11 | EFOR | Everforth Inc | +0.3% | +28.76% | Add |
| 12 | WTS | Watts Water Technologies-a | +0.3% | — | Unchanged |
| 13 | UFPT | Ufp Technologies Inc | +0.3% | +22.05% | Add |
| 14 | VCTR | Victory Capital Holding - A | +0.3% | — | Unchanged |
| 15 | OTCM | Otc Markets Group Inc-a | +0.2% | — | Unchanged |
| 16 | IPAR | Interparfums Inc | +0.2% | — | Unchanged |
| 17 | TREX | Trex Company Inc | +0.2% | +1.94% | Add |
| 18 | IBP | Installed Building Products | +0.2% | — | Unchanged |
| 19 | SPSC | Sps Commerce Inc | +0.1% | +52.92% | Add |
| 20 | ALG | Alamo Group Inc | +0.1% | — | Unchanged |
| 21 | CSW | Csw Industrials Inc | +0.1% | +5.03% | Add |
| 22 | RPM | Rpm International Inc | +0.1% | — | Unchanged |
| 23 | XPEL | Xpel Inc | +0.1% | +2.46% | Add |
| 24 | RLI | Rli CORP | +0.1% | — | Unchanged |
| 25 | IMAX | Imax CORP | +0.1% | — | Unchanged |
| 26 | ENSG | Ensign Group Inc/the | 0% | -25.98% | Trim |
| 27 | BN | Brookfield CORP | 0% | — | Unchanged |
| 28 | GIL | Gildan Activewear Inc | 0% | — | Unchanged |
| 29 | BAM | Brookfield Asset Mgmt-a | — | — | Unchanged |
| 30 | DV | Doubleverify Holdings Inc | 0% | -1.33% | Trim |
| 31 | BCPC | Balchem CORP | 0% | -26.46% | Trim |
| 32 | TRI4EUR | Thomson Reuters CORP | 0% | — | Unchanged |
| 33 | NSSC | Napco Security Technologies | -0.1% | -16.90% | Trim |
| 34 | NSP | Insperity Inc | -0.1% | — | Unchanged |
| 35 | APH | Amphenol Corp-cl A | -0.1% | -35.85% | Trim |
| 36 | PTC | Ptc Inc | -0.2% | — | Unchanged |
| 37 | SPGI | S&p Global Inc | -0.2% | — | Unchanged |
| 38 | WINA | Winmark CORP | -0.3% | -45.00% | Trim |
| 39 | FIVE | Five Below | -0.9% | -61.76% | Trim |
| 40 | GNRC | Generac Holdings Inc | -1.1% | -58.16% | Trim |
| 41 | CRL | Charles River Laboratories | -1.3% | -12.97% | Trim |
| 42 | CSL | Carlisle Cos Inc | -1.4% | -60.07% | Trim |
| 43 | IT | Gartner Inc | -1.7% | — | Unchanged |
| 44 | COO | Cooper Cos Inc/the | — | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | — | NEW | New buy |
| 46 | ACN | Accenture plc | — | NEW | New buy |
Filing History
FAQ
What is Laurus Global Equity Management Inc. and what type of investor is it?
Laurus Global Equity Management Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $102.1M, spread across 45 disclosed positions.
What are Laurus Global Equity Management Inc.'s largest equity positions?
Based on the latest 13F filing, Laurus Global Equity Management Inc.'s top holdings by market value are:
1. Jack Henry & Associates Inc (JKHY) — $13.2M (12.9%)
2. Charles River Laboratories (CRL) — $12.4M (12.1%)
3. Ptc Inc (PTC) — $11.9M (11.6%)
4. S&p Global Inc (SPGI) — $11.1M (10.9%)
5. C.h. Robinson Worldwide Inc (CHRW) — $6.2M (6.1%)
What changes did Laurus Global Equity Management Inc. make in its most recent portfolio filing?
In the latest reported quarter, Laurus Global Equity Management Inc. made 29 notable position adjustments: 2 new positions were initiated, 15 existing holdings were added to, 11 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Cooper Cos Inc/the (COO); New buy: Microsoft CORP (MSFT); New buy: Accenture plc (ACN); Add: C.h. Robinson Worldwide Inc (CHRW) — shares +31.19%; Trim: Carlisle Cos Inc (CSL) — shares -60.07%
What sectors does Laurus Global Equity Management Inc. focus on?
Laurus Global Equity Management Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.4%
• Industrials: 19.7%
• Health Care: 18.7%
• Financials: 15.4%
• Consumer Discretionary: 3.6%
• Materials: 2.3%
Investment Profile
Laurus Global Equity Management Inc. returned an annualized 4.3% over the trailing 36 months — underperforming the S&P 500 by 13.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.98 (roughly in line with the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 40.4% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 100 to 31 over the past 4 quarters — a shift toward longer holding periods.
It has added to its UFPT position over the past two quarters (+$193.0K, now $1.2M), while trimming DV over the same stretch (-$8.9M, still holding $823.8K).
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