ASHFORD CAPITAL MANAGEMENT INC Q2 2021 Filing

Filed August 26, 2021

Portfolio Value

$1.1B

Holdings

110

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (110 positions)

StockValue
VICRVICOR CORP
$49.7M
GLDDGREAT LAKES DREDGE & DOCK CO
$48.1M
AGXARGAN INC.
$46.8M
AXONAXON ENTERPRISE, INC.
$45.9M
CHGGCHEGG INC.
$40.7M
NVEEUSDNV5 GLOBAL, INC.
$37.0M
TWLOTWILIO INC. - CLASS A
$35.6M
FVRRFIVERR INTERNATIONAL LTD.
$33.9M
SUPNSUPERNUS PHARMACEUTICALS INC.
$30.8M
VSATVIASAT INC.
$30.3M
GSHDGOOSEHEAD INSURANCE INC-CL A
$30.0M
DVDOUBLEVERIFY HOLDINGS, INC.
$28.4M
HCATHEALTH CATALYST, INC.
$28.2M
INCYINCYTE CORP
$28.0M
SPTSPROUT SOCIAL INC
$26.4M
OPRTOPORTUN FINANCIAL CORP
$26.1M
HQYHEALTHEQUITY, INC.
$25.3M
TTDTHE TRADE DESK - CL A
$24.6M
QTRXQUANTERIX CORP
$24.3M
SMARGBPSMARTSHEET INC - CL A
$23.8M
MKTXMARKETAXESS HOLDINGS INC
$23.4M
CSGPCOSTAR GROUP INC
$23.3M
QTWOQ2 HOLDINGS, INC.
$22.2M
TYLTYLER TECHNOLOGIES, INC
$21.3M
TDOCTELADOC, INC.
$21.2M
CPRTCOPART INC
$21.1M
AKTSQAKOUSTIS TECHNOLOGIES, INC.
$20.7M
CVCOCAVCO INDUSTRIES, INC.
$20.0M
TPG PACE BENEFICIAL FINANCE CORP - CL A
$19.9M
YMABUSDY-MABS THERAPEUTICS, INC.
$19.7M
UPLDUPLAND SOFTWARE INC.
$19.4M
HRMYHARMONY BIOSCIENCES HOLDINGS
$18.0M
KNSLKINSALE CAPITAL GROUP INC.
$13.1M
FNVFRANCO-NEVADA CORP
$12.3M
VTIVANGUARD TOTAL STOCK MARKET ETF
$12.2M
PFPTPROOFPOINT INC
$9.3M
BRK-BBERKSHIRE HATHAWAY A
$9.2M
UNPUNION PACIFIC CORP
$9.2M
UUNITY SOFTWARE INC.
$7.6M
NDQINVESCO QQQ TRUST SERIES 1
$7.5M
ADBEADOBE SYSTEMS
$5.6M
SPYSPDR S&P 500 ETF TRUST
$5.2M
AGGISHARES CORE U.S. AGGREGATE BOND FUND
$5.1M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$4.8M
EQIXEQUINIX INC
$4.3M
MSFTMICROSOFT CORPORATION
$4.2M
ROPROPER TECHNOLOGIES, INC
$4.1M
XSLVINVESCO S&P SMALL CAP LOW VOLATILITY ETF
$4.0M
IEURISHARES CORE MSCI EUROPE ETF
$3.7M
SIVBEURSVB FINANCIAL GROUP
$3.2M
HACKUSDPUREFUNDS ISE CYBER SECURITY ETF
$3.1M
AGGYWISDOMTREE BARCLAYS YIELD ENHANCED U.S. AGGREGATE
$3.0M
UNHUNITED HEALTH GROUP
$2.8M
AMZNAMAZON
$2.6M
FEZSPDR EURO STOXX 50 FUND
$2.4M
VICIVICI PROPERTIES
$2.4M
BRK/BBERKSHIRE HATHAWAY B
$2.4M
MOHMOLINA HEALTHCARE INC.
$2.4M
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF
$2.3M
SHOPSHOPIFY, INC. - CLASS A
$2.2M
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$2.1M
VEUVANGUARD FTSE ALL-WORLD EX-US ETF
$2.1M
DHRDANAHER CORPORATION
$1.9M
IHS MARKIT LTD
$1.9M
GRNBVANECK VECTORS GREEN BOND ETF
$1.8M
BCCCGLOBAL X TELEMEDICINE & DIGITAL HEALTH ETF
$1.7M
BROBROWN & BROWN INC
$1.7M
MXIMMAXIM INTEGRATED
$1.5M
VRTXVERTEX PHARMACEUTICALS INC.
$1.4M
TERTERADYNE INC.
$1.4M
AWMSKYWORKS SOLUTIONS INC
$1.4M
MORNMORNINGSTAR INC
$1.3M
XOMEXXON MOBIL CORP
$1.3M
GPNGLOBAL PAYMENTS INC
$1.3M
AAPLAPPLE, INC.
$1.2M
KMIKINDER MORGAN HOLDCO LLC
$1.2M
GOOGLALPHABET INC. CLASS A
$1.1M
ACADACADIA PHARMACEUTICALS INC
$1.1M
KOCOCA-COLA CO
$1.1M
TECHBIO-TECHNE CORP
$1.0M
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$966K
WWDWOODWARD INC
$951K
BCPCBALCHEM CORP
$866K
RABROOKFIELD REAL ASSETS INCOME FUND INC
$846K
BXMTBLACKSTONE MORTGAGE TRUST INC
$813K
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
$684K
OREALTY INCOME CORP
$667K
ALPHABET INC - CL C
$652K
DANIMER SCIENTIFIC INC
$626K
IJRISHARES S&P 600 SMALL CAP INDEX
$601K
STESTERIS PLC
$570K
REGNREGENERON PHARMACEUTICALS INC
$546K
FROGJFROG LTD
$510K
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
$505K
MLB1MERCADO LIBRE
$467K
LGNDLIGAND PHARMACEUTICALS - CL B
$399K
TROWT ROWE PRICE GROUP INC.
$388K
MRKMERCK & CO
$373K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$346K
UDRUDR INC.
$339K
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