Growth managers, and what they own
118 strategies from 36 managers run a growth strategy. Between them they have published 370 letters — every position and every thesis below is quoted from the letter it came from.
- Guinness Global Innovators Fund13 letters
Guinness · Global Mega-cap Growth · 42 companies · latest Aug 2026
- Artisan Partners Global Discovery Strategy9 letters
Artisan Partners · Global Large-cap Growth · 63 companies · latest Sep 2026
- Baron Discovery Fund9 letters
Baron · US Mid-cap Growth · 35 companies · latest Sep 2026
- Polen Focus Growth9 letters
Polen Capital · US Mega-cap Growth · 28 companies · latest Sep 2026
- Polen Global Growth9 letters
Polen Capital · Global Mega-cap Growth · 35 companies · latest Sep 2026
- Polen International Growth9 letters
Polen Capital · International Large-cap Growth · 34 companies · latest Sep 2026
- Baron Focused Growth Fund8 letters
Baron · US Large-cap Growth · 29 companies · latest Sep 2026
- Baron International Growth Fund8 letters
Baron · International Large-cap Growth · 67 companies · latest Sep 2026
- Lakehouse Capital Global Growth Fund8 letters
Lakehouse Capital · Global Large-cap Growth · 11 companies · latest Aug 2026
- Alger Mid Cap Growth Fund7 letters
Alger · Mid-cap Growth · 11 companies · latest Sep 2026
- Alger Weatherbie Specialized Growth Fund7 letters
Alger · Growth · 9 companies · latest Sep 2026
- Baron Fifth Avenue Growth Fund7 letters
Baron · US Mega-cap Growth · 31 companies · latest Sep 2026
- Alger Small Cap Growth Fund6 letters
Alger · Small-cap Growth · 4 companies · latest Sep 2026
- ClearBridge Investments Growth Strategy6 letters
Clearbridge Investments · US Large-cap Growth · 40 companies · latest Sep 2026
- Munro Concentrated Global Growth Fund6 letters
Munro · Global Growth · 12 companies · latest Jun 2026
- Munro Global Growth Fund6 letters
Munro · Global Growth · 15 companies · latest Jun 2026
- Polen Emerging Markets Growth6 letters
Polen Capital · Emerging markets Large-cap Growth · 15 companies · latest Dec 2025
- Artisan US Mid Cap Growth Strategy5 letters
Artisan Partners · US Mid-cap Growth · 36 companies · latest Sep 2025
- Brown Advisory Small-Cap Growth Strategy5 letters
Brown Advisory · Small-cap Growth · 43 companies · latest Sep 2026
- ClearBridge Investments International Growth EAFE Strategy5 letters
Clearbridge Investments · International Large-cap Growth · 52 companies · latest Sep 2026
- ClearBridge Investments Large Cap Growth Strategy5 letters
Clearbridge Investments · US Large-cap Growth · 42 companies · latest Sep 2026
- ClearBridge Investments SMID Cap Growth Strategy5 letters
Clearbridge Investments · US Mid-cap Growth · 64 companies · latest Sep 2026
- Loomis Sayles International Growth Fund5 letters
Loomis Sayles · International Mega-cap Growth · 16 companies · latest Sep 2025
- Mairs and Power Growth Fund5 letters
Mairs and Power · Large-cap Growth · 22 companies · latest Sep 2025
- Munro Global growth Small Mid Cap Fund5 letters
Munro · Global Mid-cap Growth · 21 companies · latest Jun 2026
- Aristotle Large Cap Growth4 letters
Aristotle · US Large-cap Growth · 13 companies · latest Mar 2026
- Artisan Non US Growth Strategy4 letters
Artisan Partners · International Growth · 22 companies · latest Sep 2025
- Artisan Partners Non-U.S. Growth Strategy4 letters
Artisan Partners · International Large-cap Growth · 28 companies · latest Sep 2026
- Artisan Partners Non-U.S. Small-Mid Growth Strategy4 letters
Artisan Partners · International Mid-cap Growth · 33 companies · latest Sep 2026
- Artisan Partners U.S. Mid‑Cap Growth Strategy4 letters
Artisan Partners · US Mid-cap Growth · 45 companies · latest Sep 2026
- Artisan Partners U.S. Small-Cap Growth Strategy4 letters
Artisan Partners · US Small-cap Growth · 37 companies · latest Sep 2026
- Baillie Gifford US Equity Growth4 letters
Baillie Gifford · US Mega-cap Growth · 21 companies · latest Sep 2026
- Brown Advisory Large Cap Growth4 letters
Brown Advisory · US Large-cap Growth · 40 companies · latest Sep 2026
- Brown Advisory Mid Cap Growth4 letters
Brown Advisory · US Mid-cap Growth · 52 companies · latest Sep 2026
- Loomis Sayles Growth Fund4 letters
Loomis Sayles · Mega-cap Growth · 12 companies · latest Sep 2025
- Polen 5Perspectives Small Growth4 letters
Polen Capital · Small-cap Growth · 11 companies · latest Sep 2026
- Polen Global SMID Company Growth4 letters
Polen Capital · Global Mid-cap Growth · 6 companies · latest Jun 2025
- RiverPark Large Growth Fund4 letters
RiverPark Funds · US Mega-cap Growth · 22 companies · latest Mar 2026
- Artisan US Small Cap Growth Strategy3 letters
Artisan Partners · US Small-cap Growth · 27 companies · latest Sep 2025
- Baillie Gifford Global Durable Growth3 letters
Baillie Gifford · Global Large-cap Growth · 26 companies · latest Sep 2026
- Baron Growth Fund3 letters
Baron · Mid-cap Growth · 17 companies · latest Mar 2026
- Clearbridge Mid Cap Growth Strategy3 letters
Clearbridge Investments · Mid-cap Growth · 15 companies · latest Sep 2025
- Clearbridge Small Cap Growth Strategy3 letters
Clearbridge Investments · Small-cap Growth · 18 companies · latest Dec 2025
- Liontrust GF Global Innovation Fund3 letters
Liontrust · Global Large-cap Growth · 58 companies · latest Sep 2026
- Liontrust GF UK Growth Fund3 letters
Liontrust · UK Growth · 8 companies · latest Jul 2026
- Loomis Sayles Global Growth Fund3 letters
Loomis Sayles · Global Growth · 10 companies · latest Jun 2025
- Parnassus Growth Equity Fund3 letters
Parnassus Investments · US Growth · 21 companies · latest Jun 2026
- Polen 5Perspectives Small Mid Growth3 letters
Polen Capital · Mid-cap Growth · 10 companies · latest Sep 2026
- RiverPark Next Century Growth Fund3 letters
RiverPark Funds · Growth · 36 companies · latest Sep 2025
- RiverPark Next Century Large Growth Fund3 letters
RiverPark Funds · Growth · 22 companies · latest Sep 2025
- Royal London UK Mid Cap Growth Fund3 letters
Royal London Asset Management · UK Mid-cap Growth · 11 companies · latest Dec 2025
- Sands Capital Emerging Markets Growth3 letters
Sands Capital · Emerging markets Large-cap Growth · 30 companies · latest Dec 2025
- Sands Capital Global Growth3 letters
Sands Capital · Global Large-cap Growth · 23 companies · latest Dec 2025
- Sands Capital International Growth3 letters
Sands Capital · International Growth · 19 companies · latest Dec 2025
- Sands Capital Select Growth3 letters
Sands Capital · US Large-cap Growth · 26 companies · latest Dec 2025
- Sands Capital Technology Innovators3 letters
Sands Capital · Mega-cap Technology · 23 companies · latest Dec 2025
- TimesSquare U.S. Mid Cap Growth Strategy3 letters
TimesSquare Capital Management · US Mid-cap Growth · 47 companies · latest Sep 2026
- TimesSquare U.S. Small Cap Growth Strategy3 letters
TimesSquare Capital Management · US Small-cap Growth · 42 companies · latest Sep 2026
- Aristotle Capital Large Cap Growth2 letters
Aristotle · Large-cap Growth · 7 companies · latest Jun 2025
- Aristotle Focus Growth2 letters
Aristotle · US Growth · 9 companies · latest Mar 2026
- Artisan Non US Small Mid Growth Strategy2 letters
Artisan Partners · International Mid-cap Growth · 12 companies · latest Jun 2025
- Baillie Gifford International Concentrated Growth2 letters
Baillie Gifford · International Mega-cap Growth · 14 companies · latest Sep 2026
- Buffalo Growth Fund2 letters
Buffalo funds · US Mega-cap Growth · 17 companies · latest Sep 2026
- Clearbridge All Cap Growth Strategy2 letters
Clearbridge Investments · Growth · 19 companies · latest Mar 2025
- Clearbridge Global Growth Strategy2 letters
Clearbridge Investments · Global Growth · 37 companies · latest Dec 2025
- Clearbridge Large Cap Growth ESG Strategy2 letters
Clearbridge Investments · Large-cap Growth · 25 companies · latest Mar 2025
- Davis New York Venture Fund2 letters
Davis Funds · Growth · 22 companies · latest Jun 2025
- Edgewood Large Cap Growth Composite2 letters
Edgewood · US Large-cap Growth · 19 companies · latest Sep 2026
- Emerald Growth Equity Strategy2 letters
Emerald · Mega-cap Growth · 9 companies · latest Mar 2026
- Loomis Sayles Small Mid Cap Growth Fund2 letters
Loomis Sayles · Mid-cap Growth · 14 companies · latest Jun 2025
- Parnassus Mid Cap Growth Fund2 letters
Parnassus Investments · US Mid-cap Growth · 24 companies · latest Mar 2025
- Polen US Small Cap Growth2 letters
Polen Capital · US Small-cap Growth · 10 companies · latest Dec 2025
- Polen US Small Company Growth2 letters
Polen Capital · US Small-cap Growth · 5 companies · latest Mar 2025
- Polen US Smid Cap Growth2 letters
Polen Capital · US Mid-cap Growth · 7 companies · latest Dec 2025
- Polen US Smid Company Growth2 letters
Polen Capital · US Mid-cap Growth · 9 companies · latest Mar 2025
- Renaissance IM Large Cap Growth2 letters
Renaissance · Large-cap Growth · 7 companies · latest Jun 2026
- Renaissance IM Midcap Growth2 letters
Renaissance · Mid-cap Growth · 9 companies · latest Jun 2026
- Renaissance IM Small Cap Growth2 letters
Renaissance · Small-cap Growth · 9 companies · latest Jun 2026
- Royal London AM UK Growth Trust2 letters
Royal London Asset Management · UK Large-cap Growth · 32 companies · latest Sep 2026
- Royal London AM UK Mid Cap Growth Fund2 letters
Royal London Asset Management · UK Mid-cap Growth · 24 companies · latest Sep 2026
- Tamim Global Tech and Innovation2 letters
TAMIM · Global Growth · 9 companies · latest Mar 2025
- TimesSquare U.S. Focused Mid Cap Growth Strategy2 letters
TimesSquare Capital Management · US Mid-cap Growth · 18 companies · latest Sep 2026
- TimesSquare US Small Cap Growth Strategy2 letters
TimesSquare Capital Management · US Small-cap Growth · 16 companies · latest Sep 2025
- WS Amati Global Innovation Fund2 letters
WS Amati Strategic Metals Fund · Global Growth · 15 companies · latest Mar 2026
- Amati Global Innovation Fund1 letter
Amati Global Investors · Global Mid-cap Growth · 15 companies · latest Jul 2026
- Aristotle Focus Growth Equity1 letter
Aristotle · US Growth · 6 companies · latest Sep 2025
- Aristotle Large Cap Growth Equity1 letter
Aristotle · Large-cap Growth · 7 companies · latest Sep 2025
- Ave Maria Growth Fund1 letter
Ave Maria Funds · Growth · 14 companies · latest Mar 2025
- Baillie Gifford International Growth1 letter
Baillie Gifford · International Growth · 6 companies · latest Jun 2026
- Baron Generational Growth Fund1 letter
Baron · Growth · 1 company · latest Jun 2026
- Brown Advisory US Large Cap Growth Fund1 letter
Brown Advisory · US Large-cap Growth · 14 companies · latest Jun 2025
- Brown Advisory US Mid Cap Growth Fund1 letter
Brown Advisory · US Mid-cap Growth · 20 companies · latest Jun 2025
- Buffalo Blue Chip Growth Fund1 letter
Buffalo funds · US Mega-cap Growth · 17 companies · latest Mar 2026
- Buffalo Mid Cap Discovery Fund1 letter
Buffalo funds · Mid-cap Growth · 6 companies · latest Mar 2026
- Buffalo Mid Cap Growth Fund1 letter
Buffalo funds · Mid-cap Growth · 4 companies · latest Mar 2026
- Buffalo Small Cap Growth Fund1 letter
Buffalo funds · Small-cap Growth · 14 companies · latest Mar 2026
- Clearbridge International Growth ADR Strategy1 letter
Clearbridge Investments · International Growth · 29 companies · latest Dec 2025
- Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites1 letter
Conestoga Capital Advisors · US Micro-cap Growth · 36 companies · latest Jun 2026
- Focus Growth1 letter
Focus · US Growth · 6 companies · latest Sep 2025
- Gabelli Global Growth1 letter
Gabelli · Global Growth · 10 companies · latest Sep 2025
- Hood River CM Small Cap Growth Fund1 letter
Hood River · Small-cap Growth · 1 company · latest Jun 2026
- Hood River Small Cap Growth Fund1 letter
Hood River · Small-cap Growth · latest Mar 2026
- Loomis Sayles Small Cap Growth Fund1 letter
Loomis Sayles · Small-cap Growth · 13 companies · latest Jun 2025
- Macquarie Large Cap Growth Fund1 letter
Macquarie · Large-cap Growth · 15 companies · latest Mar 2025
- Munro Global Growth Small and Mid Cap Fund1 letter
Munro · Global Small-cap Growth · 10 companies · latest Dec 2024
- Polen US SMID Growth1 letter
Polen Capital · US Mid-cap Growth · latest Mar 2025
- Royal London UK Growth Trust1 letter
Royal London Asset Management · UK Growth · 16 companies · latest Dec 2025
- RS Large Cap Growth Strategy1 letter
RS Investments · Large-cap Growth · 10 companies · latest Jun 2025
- RS Mid Cap Growth Strategy1 letter
RS Investments · Mid-cap Growth · 11 companies · latest Jun 2025
- TCW Concentrated Large Cap Growth Fund1 letter
TCW · Large-cap Growth · 10 companies · latest Sep 2025
- Timesquare US Small Cap Growth1 letter
TimesSquare Capital Management · US Small-cap Growth · 29 companies · latest Mar 2025
- Timessquare US Mid Cap Growth Strategy1 letter
TimesSquare Capital Management · US Mid-cap Growth · 32 companies · latest Sep 2025
- Timessquare US Small Mid Cap Growth Strategy1 letter
TimesSquare Capital Management · US Mid-cap Growth · latest Sep 2025
- Wasacht Core Growth Fund1 letter
Wasatch · Growth · 16 companies · latest Jun 2025
- Wasatch Core Growth Fund1 letter
Wasatch · Growth · 13 companies · latest Dec 2025
- Wasatch Small Cap Growth Fund1 letter
Wasatch · Small-cap Growth · 13 companies · latest Dec 2025
- Wasatch Ultra Growth Fund1 letter
Wasatch · Growth · 7 companies · latest Dec 2025
- Clearbridge International Growth ADR Strategy0 letters
Clearbridge Investments · International Growth · latest Sep 2026