FRONTIER CAPITAL MANAGEMENT CO LLC

The portfolio remains highly diversified, consisting of 163 holdings. Despite the large number of positions, the firm employs a focused approach where capital is allocated efficiently across specific themes. The top 10 holdings account for approximately 23.8% of the total portfolio value, indicating a preference for high-conviction positions while maintaining a long tail of smaller allocations to capture broader market opportunities or specific situational plays. The management firm demonstrated high velocity this quarter, with zero positions remaining unchanged; they executed 28 new buys, 28 complete exits, and adjusted 22 existing positions.

2. Key Holdings