13F Insight
DOSSIER · 13F-HR · Q1 2026

Laurus Global Equity Management Inc.

$102M in tracked AUM across 45 positions as of Q1 2026.

LG
CIK 0001869316 · last filed Mar 31, 2026
Total AUM
$102M
as of Q1 2026
Holdings
45
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Laurus Global Equity Management Inc. 13F Filing
Portfolio Overview

Laurus Global Equity Management Inc. manages a concentrated portfolio valued at approximately $72.88 million as of September 30, 2025. The firm employs a high-conviction, low-turnover strategy, evidenced by the small number of holdings (18) and the fact that over half of the positions (10) remained unchanged during the quarter. The portfolio experienced a contraction of -5.8% in total v...

The portfolio is characterized by significant concentration risk, with the top four positions comprising 67.04% of the total assets. This suggests the managers focus heavily on their best ideas rather than broad diversification. The activity level for the quarter was moderate, characterized by tactical adjustments to existing core holdings rather than a broad overhaul of the investment thesis.

Key Holdings

The portfolio is dominated by a few large-cap technology and industrial names, with PTC Inc (PTC) serving as the largest holding at 23.26% ($16.95M). This represents a massive bet on the industrial software and digital transformation space. The second and third positions, S&P Global (SPGI) at 17.51% and DoubleVerify (DV) at 13.36%, further reinforce a focus on high-quality data, analytics, and digital verification services.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JKHY
Jack Henry & Associates Inc.
$13M83K12.9%02
CRL
Charles River Laboratories International, Inc.
$12M72K12.1%03
PTC
PTC Inc
$12M83K11.6%04
SPGI
S&P Global Inc.
$11M26K10.9%05
CHRW
C H Robinson Worldwide
$6M37K6.1%06
IT
Gartner Inc.
$5M34K5.3%07
GNRC
Generac Holdings Inc
$3M15K3.0%08
MSFT
Microsoft Corporation
$3M7K2.6%09
FCN
FTI Consulting Inc
$2M12K2.1%10
ASGN
ASGN Inc.
$2M43K1.6%

Filing history

2026Q1Mar 31
$102M▼ 16.8%
45 positionsView →2025Q4Dec 31
$123M▲ 68.5%
44 positionsView →2025Q3Sep 30
$73M▼ 5.8%
18 positionsView →2025Q2Jun 30
$77M▲ 2.9%
20 positionsLocked2025Q1Mar 31
$75M▼ 61.3%
20 positionsLocked2024Q4Dec 31
$194M▼ 24.9%
44 positionsLocked2024Q3Sep 30
$259M▲ 6.9%
42 positionsLocked2024Q2Jun 30
$242M▼ 15.1%
39 positionsLocked2024Q1Mar 31
$285M▲ 3.3%
40 positionsLocked2023Q4Dec 31
$276M▲ 15.9%
38 positionsLocked2023Q3Sep 30
$238M▼ 14.5%
37 positionsLocked2023Q2Jun 30
$279M▼ 0.6%
37 positionsLocked
Showing 12 of 34