Arkolith/Funds/Frontier Capital Management Co LLC

Frontier Capital Management Co LLC

CIK 351173
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Frontier Capital Management Co LLC holds a diversified book of 300 stocks worth $10.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Dynatrace Inc and trimmed Granite Construction Inc. Their largest long position is Ftai Aviation Ltd at 3% of the equity book.

Opened
65
bought for the first time
Added to
96
already held, bought more
Trimmed
171
sold some, still holds it
Sold out
24
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
14%
Top 20 holdings
24%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
28%
Information Technology
20%
Health Care
17%
Financials
12%
Consumer Discretionary
9%
Materials
7%
Real Estate
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Frontier Capital Management Co LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$95.3B
STATE STREET CORP80 / 80$47.6B
VANGUARD PORTFOLIO MANAGEMENT LLC80 / 80$47.2B
FMR LLC80 / 80$38.6B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$30.4B
PRICE T ROWE ASSOCIATES INC /MD/80 / 80$18.2B
JPMORGAN CHASE & CO80 / 80$15.7B
MORGAN STANLEY80 / 80$13.1B

Ranked by how many of Frontier Capital Management Co LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

300 positions
#SecurityValueShares% PortLast moveHistory
1Ftai Aviation Ltd
SHS
$320.2M1.18M
3.0%
+11%
Added · +121K sh
2Granite Constr Inc
COM
$176.9M1.12M
1.6%
−5.8%
Reduced · −69K sh
3Alaska Air Group Inc
COM
$176.7M3.38M
1.6%
+0.3%
Added · +11K sh
4Applied Optoelectronics Inc
COM
$144.5M975.3K
1.3%
+243%
Added · +691K sh
5Akamai Technologies Inc
COM
$134.4M1.14M
1.3%
+9.6%
Added · +100K sh
6Ashland Inc
COM
$131.8M2.00M
1.2%
+4.6%
Added · +87K sh
7Lattice Semiconductor Corp
COM
$125.7M821.8K
1.2%
+36%
Added · +217K sh
8Popular Inc
COM NEW
$119.1M725.2K
1.1%
−9.4%
Reduced · −76K sh
9Mongodb Inc
CL A
$112.2M334.1K
1.0%
+56%
Added · +120K sh
10United Therapeutics Corp Del
COM
$112.1M206.8K
1.0%
−18%
Reduced · −46K sh
11Knight-Swift Transn Hldgs In
CL A
$109.9M1.41M
1.0%
−32%
Reduced · −676K sh
12Eagle Matls Inc
COM
$103.2M458.6K
1.0%
−25%
Reduced · −152K sh
13Stride Inc
COM
$102.8M1.19M
1.0%
−23%
Reduced · −358K sh
14Xpo Inc
COM
$102.6M499.6K
1.0%
−23%
Reduced · −152K sh
15Bridgebio Pharma Inc
COM
$102.3M1.37M
1.0%
+43%
Added · +415K sh
16Liberty Energy Inc
COM CL A
$97.4M3.72M
0.9%
+49%
Added · +1.2M sh
17Sanmina Corp
COM
$95.7M378.1K
0.9%
−41%
Reduced · −259K sh
18Ultra Clean Hldgs Inc
COM
$95.2M667.5K
0.9%
−63%
Reduced · −1.1M sh
19Ultragenyx Pharmaceutical In
COM
$95.1M2.85M
0.9%
+30%
Added · +657K sh
20Insulet Corp
COM
$94.8M622.5K
0.9%
+261%
Added · +450K sh
21Modine MFG Co
COM
$91.8M343.9K
0.9%
+69%
Added · +140K sh
22Flowserve Corp
COM
$91.5M1.23M
0.9%
+167%
Added · +771K sh
23Kirby Corp
COM
$90.6M666.6K
0.8%
+3.4%
Added · +22K sh
24Allegiant Travel Co
COM
$90.0M765.3K
0.8%
+27%
Added · +164K sh
25Everpure Inc
CL A
$88.2M1.12M
0.8%
+19%
Added · +176K sh
26Amentum Holdings Inc
COM
$85.7M4.14M
0.8%
−16%
Reduced · −786K sh
27Kymera Therapeutics Inc
COM
$85.0M740.9K
0.8%
−2.5%
Reduced · −19K sh
28Insmed Inc
COM PAR $.01
$84.8M795.2K
0.8%
+69%
Added · +326K sh
29Ati Inc
COM
$82.8M420.0K
0.8%
−40%
Reduced · −274K sh
30Renasant Corp
COM
$75.7M1.78M
0.7%
+4.5%
Added · +76K sh
31Astera Labs Inc
COM
$74.7M154.6K
0.7%
−78%
Reduced · −534K sh
32Royal Caribbean Group
COM
$74.3M234.0K
0.7%
−1.8%
Reduced · −4K sh
33Palvella Therapeutics Inc Ne
COM
$73.2M478.8K
0.7%
+28%
Added · +105K sh
34Dynatrace Inc
COM NEW
$71.8M1.64M
0.7%
New
New position
35Indie Semiconductor Inc
CLASS A COM
$71.5M15.91M
0.7%
−17%
Reduced · −3.3M sh
36Agree Rlty Corp
COM
$71.4M943.0K
0.7%
−14%
Reduced · −158K sh
37Intuitive Machines Inc
CLASS A COM
$67.9M3.17M
0.6%
−9.7%
Reduced · −340K sh
38Jazz Pharmaceuticals PLC
SHS USD
$66.8M277.3K
0.6%
−46%
Reduced · −240K sh
39Saia Inc
COM
$63.8M151.5K
0.6%
−17%
Reduced · −31K sh
40Entegris Inc
COM
$63.3M351.9K
0.6%
−53%
Reduced · −403K sh
41First Bancorp Corporation
COM NEW
$63.1M2.42M
0.6%
−17%
Reduced · −501K sh
42Circle Internet Group Inc
COM CL A
$62.9M1.00M
0.6%
−35%
Reduced · −543K sh
43Hubbell Inc
COM
$62.8M120.0K
0.6%
+379%
Added · +95K sh
44Axsome Therapeutics Inc.
COM
$62.2M254.3K
0.6%
+25%
Added · +51K sh
45Flex Ltd
ORD
$61.9M382.1K
0.6%
+5.7%
Added · +21K sh
46Wintrust Finl Corp
COM
$61.8M384.6K
0.6%
−17%
Reduced · −77K sh
47Tidewater Inc New
COM
$59.6M894.8K
0.6%
−17%
Reduced · −178K sh
48Atmus Filtration Technologie
COM
$59.0M1.16M
0.6%
+56%
Added · +416K sh
49Jabil Inc
COM
$58.7M152.2K
0.5%
−7.7%
Reduced · −13K sh
50Builders Firstsource Inc
COM
$58.3M651.4K
0.5%
−24%
Reduced · −209K sh
Showing 50 of 300 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026300$10.7B13F-HR
Q1 2026Mar 31, 2026May 15, 2026291$9.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026295$9.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025297$11.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025294$10.8B13F-HR
Q1 2025Mar 31, 2025May 15, 2025283$9.1B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025285$10.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024281$10.6B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024279$10.1B13F-HR
Q1 2024Mar 31, 2024May 15, 2024269$10.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024263$9.9B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023267$9.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023261$10.4B13F-HR
Q1 2023Mar 31, 2023May 15, 2023257$9.7B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023262$9.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022268$8.5B13F-HR
Q2 2022Jun 30, 2022Jul 20, 2022274$8.7B13F-HR
Q1 2022Mar 31, 2022Apr 14, 2022267$11.0B13F-HR
Q4 2021Dec 31, 2021Jan 19, 2022274$12.7B13F-HR
Q3 2021Sep 30, 2021Oct 19, 2021280$12.7B13F-HR
Q2 2021Jun 30, 2021Aug 9, 2021284$13.7B13F-HR
Q1 2021Mar 31, 2021May 13, 2021276$13.2B13F-HR
Q4 2020Dec 31, 2020Jan 19, 2021284$13.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020291$11.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.