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Wasatch Advisors Lp 13F Filings, Portfolio & Analysis

CIK: 0000814133
Salt Lake City 505 Wakara Way 3Rd Floor
Zip Code: 84108
Latest Portfolio Value
$15.06 B
-10.53%
Total Holdings
213
-13
Latest Report Date
Q1 2026
Top 10 Concentration
25.55%

Wasatch Advisors Lp — Portfolio Overview & Company Profile

Wasatch Advisors Lp (CIK: 0000814133) is a financial institution headquartered at 505 Wakara Way, 3Rd Floor, Salt Lake City, Utah 84108. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $15.06 B, comprising 213 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 25.6%. Quarterly turnover: 12.3%. ▲ 15 new, +90 added, −96 reduced, ×28 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-10.53%
$15.06 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
7.2 M $601.95 M 4.00% ▲ 613,288 Add 9.3%
2.06 M $414.69 M 2.75% ▼ 780,571 Reduce -27.5%
2.73 M $413.64 M 2.75% ▼ 439,679 Reduce -13.9%
773,931 $371.63 M 2.47% ▲ 125,625 Add 19.4%
852,641 $370.28 M 2.46% ▼ 485,482 Reduce -36.3%
703,140 $366.7 M 2.44% ▼ 119,777 Reduce -14.6%
3.02 M $356.22 M 2.37% ▲ 856,912 Add 39.7%
1.32 M $335.71 M 2.23% ▼ 52,633 Reduce -3.8%
575,966 $312.82 M 2.08% ▼ 427,371 Reduce -42.6%
1.04 M $303.62 M 2.02% ▲ 125,342 Add 13.7%

Historical Portfolio Charts