Formula Growth Management Corp

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Assets, Funds, Holdings

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Formula Growth Management Corp
CRD #285005
SEC #801-110367
CIK #0001093219
AUM $369.2 M (2025-03-28)
Employees 2 (100% Investors, 0% Brokers)
Phone917-265-8286
Address1 Rockefeller Plaza
New York, NY 10020
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
CIK Period
0001093219
Sector Form 13F Holdings Value ($M)
Latham Group Inc 8.4
Stratasys Ltd 7.5
Under Armour Inc 6.5
James Hardie Industries SE 5.9
Atlassian Corp PLC 5.9
Insulet Corp 5.5
Unity Software Inc 5.1
Billcom Holdings Inc 5.0
Capitol Acquisition Corp II 4.9
Arkansas Best Corp /DE/ 4.8
Micron Technology Inc 4.7
Trade Desk Inc 4.5
Dexcom Inc 4.1
Genius Sports Ltd 3.8
CareDx Inc 3.8
Restoration Hardware Holdings Inc 3.7
CS Disco Inc 3.6
Tutor Perini Corp 3.6
Ryanair Holdings PLC 3.6
Carnival Corp 3.4
Devry Inc 3.4
Ritchie Bros Auctioneers Inc 3.3
Build A Bear Workshop Inc 3.3
Phreesia Inc 3.1
Healthequity Inc 3.1
Orion Marine Group Inc 3.1
AudioEye Inc 3.0
RadNet Inc 3.0
Michael KORS Holdings Ltd 3.0
Expensify Inc 3.0
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 0.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 7 0.4
By Discretionary
Discretionary 7 0.4
Non-Discretionary 0 0.0
Total 7 0.4
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 0.0
Total 7 0.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001093219]
Comparable Firms State AUM ($B)
Social Leverage Advisors LLC
AZ 0.4
Centerstone Investors LLC
0.4
Paradigm Asset Management Company LLC
NY 0.4
Bridgefront Capital LLC
TX 0.4
Main Capital Partners North America LLC
MA 0.4
Piper Sandler Advisors LLC
MN 0.4
Cavalier Investments LLC
GA 0.4
University Ventures Funds Management LLC
NY 0.4
AIP Capital Advisors LLC
CT 0.4
Threadneedle International Ltd
0.4
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