Delaware Small Cap Growth Fund
Delaware Group Equity Funds IV

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 29, 2023 → Mar 28, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
MONDAY.COM LTD 0 6,840 6,840 1.40% $1.54M
AXSOME THERAPEUTICS INC 0 15,891 15,891 1.15% $1.27M
ACV AUCTIONS INC CL A 0 59,489 59,489 1.01% $1.12M
ENCOMPASS HEALTH CORP 0 12,348 12,348 0.92% $1.02M
DESCARTES SYS 0 10,513 10,513 0.87% $962.25K
NEXTRACKER INC CL A 0 17,031 17,031 0.87% $958.33K
CONSTRUCTION PARTNERS INC CL A 0 14,633 14,633 0.74% $821.64K
WISDOMTREE INVESTMENTS INC 0 57,425 57,425 0.48% $527.74K
MODINE MFG CO 0 5,373 5,373 0.46% $511.46K
VIKING THERAPEUTICS INC 0 6,135 6,135 0.45% $503.07K
MADRIGAL PHARMACEUTICALS INC 0 1,549 1,549 0.37% $413.64K
ACADIA PHARMACEUTICALS INC 0 19,837 19,837 0.33% $366.79K
OSI SYSTEMS INC 0 1,261 1,261 0.16% $180.10K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
AXONICS INC 25,554 0 -25,554 0.00% -$1.59M
VISTEON CORP 12,073 0 -12,073 0.00% -$1.51M
SHIFT4 PAYMENTS INC 19,709 0 -19,709 0.00% -$1.47M
BOOT BARN HOLDINGS INC 12,914 0 -12,914 0.00% -$991.28K
CHART INDUSTRIES INC 6,938 0 -6,938 0.00% -$945.86K
IRIDIUM COMMUNICATIONS INC 20,602 0 -20,602 0.00% -$847.98K
BELDEN INC 10,870 0 -10,870 0.00% -$839.71K
POWER INTEGRATIONS INC 7,022 0 -7,022 0.00% -$576.58K
SM ENERGY CO 7,251 0 -7,251 0.00% -$280.76K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
ELF BEAUTY INC 10,144 10,843 699 1.92% $661.37K
TREX CO INC 13,159 20,885 7,726 1.88% $993.85K
VARONIS SYSTEMS INC 5,123 42,456 37,333 1.81% $1.77M
AEROVIRONMENT INC 7,723 11,568 3,845 1.60% $799.74K
INSTALLED BUILDING PRODUCTS INC 6,044 6,582 538 1.54% $598.00K
VERRA MOBILITY CORP 55,239 60,317 5,078 1.36% $233.96K
ACUSHNET HOLDINGS CORP 8,898 18,548 9,650 1.10% $661.15K
BRAZE INC-A 15,598 23,027 7,429 0.92% $191.37K
NEOGENOMICS INC 54,814 55,184 370 0.78% -$19.40K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
CYBER-ARK SOFTWARE LTD 18,817 16,608 -2,209 3.98% $289.72K
PARSONS CORP 50,642 33,117 -17,525 2.48% -$428.70K
VERICEL CORP 57,666 50,701 -6,965 2.38% $583.98K
FED SIGNAL CORP 36,527 30,748 -5,779 2.36% -$193.50K
PROGYNY INC 73,401 67,083 -6,318 2.31% -$169.83K
SPROUT SOCIAL INC 48,600 42,748 -5,852 2.31% -$433.50K
RED ROCK RESORTS INC 46,837 41,364 -5,473 2.23% -$23.42K
WINGSTOP INC 7,489 6,483 -1,006 2.15% $453.84K
ATI INC 52,446 45,540 -6,906 2.10% -$54.44K
CBIZ INC 49,875 29,177 -20,698 2.07% -$831.28K
ONTO INNOVATION INC 14,290 12,449 -1,841 2.04% $69.32K
CLEAN HARBORS INC 13,159 11,155 -2,004 2.03% -$50.76K
HOULIHAN LOKEY I 19,321 16,675 -2,646 1.93% -$179.21K
TENABLE HOLDINGS INC 48,554 41,612 -6,942 1.86% -$179.52K
DOUBLEVERIFY HOLDINGS INC 65,009 57,603 -7,406 1.83% -$365.71K
MERITAGE HOMES CORP 12,698 11,169 -1,529 1.77% -$252.28K
ABERCROMBIE & FI 18,466 15,540 -2,926 1.76% $318.56K
TEXAS ROADHOUSE INC 13,994 12,531 -1,463 1.75% $225.18K
KINSALE CAPITAL GROUP INC 4,447 3,611 -836 1.71% $405.49K
BELLRING BRANDS INC 33,935 31,943 -1,992 1.70% $4.58K
FLYWIRE CORP-VOT 75,356 74,485 -871 1.67% $103.48K
SITEONE LANDSCAPE SUPPLY INC 13,937 10,425 -3,512 1.64% -$445.08K
RAMBUS INC 30,873 28,086 -2,787 1.57% -$371.09K
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND 17,515 6,278 -11,237 1.54% -$2.72M
EVOLENT HEALTH INC A 58,562 51,214 -7,348 1.52% -$255.00K
LIGHT & WONDER I 17,853 16,068 -1,785 1.48% $174.47K
OPTION CARE HEALTH INC 52,308 44,526 -7,782 1.35% -$268.85K
KIRBY CORP 20,818 15,399 -5,419 1.33% -$165.96K
ACADIA HEALTHCARE CO INC 21,794 18,265 -3,529 1.31% -$247.75K
SUPER MICRO COMPUTER INC 4,042 1,419 -2,623 1.29% $284.25K
PAYCOR HCM INC 97,900 72,569 -25,331 1.27% -$702.92K
INTEGER HOLDINGS CORP 12,614 11,392 -1,222 1.20% $79.42K
WEATHERFORD INTERNATIONAL PLC 15,365 11,415 -3,950 1.19% -$185.64K
LEGALZOOMCOM INC 99,184 95,049 -4,135 1.15% $147.17K
MGP INGREDIENTS INC 14,960 14,150 -810 1.10% -$255.12K
INSMED INC 55,100 44,783 -10,317 1.10% -$492.59K
IMAX Corporation COM NPV 82,614 72,926 -9,688 1.07% -$61.65K
TRANSMEDICS GROUP INC 25,901 15,354 -10,547 1.03% -$909.09K
CACTUS INC CL A 27,173 22,367 -4,806 1.01% -$113.29K
HEALTHEQUITY INC 15,577 13,421 -2,156 0.99% $62.80K
FIRST WATCH RESTAURANT GROUP INC 49,514 43,176 -6,338 0.96% $67.76K
ADV ENERGY INDS 12,165 10,074 -2,091 0.93% -$297.67K
CRYOPORT INC 55,798 52,778 -3,020 0.84% $69.86K
INSTRUCTURE HOLDINGS INC 51,227 38,769 -12,458 0.75% -$554.76K
HALOZYME THERAPEUTICS INC 34,258 19,119 -15,139 0.70% -$488.41K
ANI PHARMACEUTICALS INC 14,160 11,122 -3,038 0.69% -$11.92K
HARMONIC INC 67,696 51,107 -16,589 0.62% -$195.88K
BOX INC- CLASS A 27,580 21,159 -6,421 0.54% -$107.10K
ENERSYS INC 15,199 5,986 -9,213 0.51% -$969.05K
INTRA-CELLULAR THERAPIES INC 9,117 7,573 -1,544 0.47% -$128.91K
HARMONY BIOSCIENCES HOLDINGS INC 29,875 14,812 -15,063 0.45% -$467.58K
MONEYMKT 467,896 421,144 -46,752 0.38% -$46.75K
MONEYMKT 467,896 421,144 -46,752 0.38% -$46.75K
MSILF-GOVT-INS 467,896 421,144 -46,752 0.38% -$46.75K
BlackRock Liquidity FedFund - Institutional Class 467,896 421,144 -46,752 0.38% -$46.75K
ALLEGRO MICROSYSTEMS INC 57,095 9,949 -47,146 0.24% -$1.46M
CALIX NETWORKS INC 31,507 3,294 -28,213 0.10% -$1.27M

No positions in this category.

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