ALGERT GLOBAL LLC — 13F Holdings & Portfolio

CIK 1275218 · latest 13F-HR filed 2026-05-14

ALGERT GLOBAL LLC manages $6.6M in 13F-reported U.S. long-equity assets across 1,134 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SNDK (1.10%), AAPL (0.67%), NXT (0.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 257 new positions, exited 243, added to 413, and trimmed 399.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$6.6M

Long-equity book

Holdings

1,134

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+257 / −243 / ↑413 / ↓399

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SANDISK CORP$41.5K +130.6%
  • DYNATRACE INC$24.3K +414.4%
  • DOCUSIGN INC$18.3K +505.6%
  • V2X INC$18.1K +616.6%
  • VAXCYTE INC$18.0K +579.7%
Show all 413

Top Trims

  • BWX TECHNOLOGIES INC-$21.8K -75.1%
  • MUELLER INDS INC-$19.6K -55.7%
  • PRAXIS PRECISION MEDICINES I-$18.6K -78.1%
  • FRESHWORKS INC-$17.6K -62.9%
  • TECHNIPFMC PLC-$16.3K -40.2%
Show all 399

New Positions

  • LEAR CORP$24.0K
  • SOLSTICE ADVANCED MATLS INC$23.9K
  • KIMBELL RTY PARTNERS LP$18.1K
  • MAGNOLIA OIL & GAS CORP$16.5K
  • OUTFRONT MEDIA INC$16.1K
Show all 257

Exited Positions

  • SYNOVUS FINL CORP$30.2K
  • REV GROUP INC$22.5K
  • CASEYS GEN STORES INC$20.0K
  • PINNACLE FINL PARTNERS INC$17.3K
  • COHERENT CORP$16.5K
Show all 243
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SANDISK CORP SNDK 80004C200 $73.3K 1.10% 115,380 SH
2 APPLE INC AAPL 037833100 $44.7K 0.67% 176,254 SH
3 NEXTPOWER INC NXT 65290E101 $41.5K 0.62% 343,842 SH
4 ENERSYS ENS 29275Y102 $39.1K 0.59% 225,306 SH
5 NVIDIA CORPORATION NVDA 67066G104 $38.6K 0.58% 221,593 SH
6 MASTEC INC MTZ 576323109 $38.0K 0.57% 118,056 SH
7 PRIMORIS SVCS CORP PRIM 74164F103 $36.8K 0.55% 257,265 SH
8 MATSON INC MATX 57686G105 $36.5K 0.55% 222,914 SH
9 WOODWARD INC WWD 980745103 $35.3K 0.53% 98,558 SH
10 PORTLAND GEN ELEC CO POR 736508847 $34.5K 0.52% 652,927 SH
11 WATTS WATER TECHNOLOGIES INC WTS 942749102 $33.8K 0.51% 116,501 SH
12 TAYLOR MORRISON HOME CORP TMHC 87724P106 $33.3K 0.50% 572,307 SH
13 MICROSOFT CORP MSFT 594918104 $32.3K 0.49% 87,235 SH
14 BALCHEM CORP BCPC 057665200 $31.8K 0.48% 187,584 SH
15 API GROUP CORP APG 00187Y100 $31.3K 0.47% 771,658 SH
16 LAUREATE ED INC LAUR 518613203 $30.7K 0.46% 880,208 SH
17 DYNATRACE INC DT 268150109 $30.1K 0.45% 814,526 SH
18 ALBEMARLE CORP ALB 012653101 $29.9K 0.45% 166,318 SH
19 MOOG INC MOG.A 615394202 $29.8K 0.45% 101,879 SH
20 ANTERO RESOURCES CORP AR 03674X106 $29.6K 0.44% 696,642 SH
21 ATMUS FILTRATION TECHNOLOGIE ATMU 04956D107 $29.2K 0.44% 514,932 SH
22 AMERICAN HEALTHCARE REIT INC AHR 398182303 $29.0K 0.44% 614,651 SH
23 TD SYNNEX CORPORATION SNX 87162W100 $27.4K 0.41% 162,361 SH
24 STIFEL FINL CORP SF 860630102 $27.2K 0.41% 368,515 SH
25 FASTLY INC FSLY 31188V100 $26.8K 0.40% 923,870 SH
26 WEBSTER FINL CORP WBS 947890109 $26.4K 0.40% 380,022 SH
27 AVISTA CORP AVA 05379B107 $25.6K 0.39% 638,807 SH
28 KIRBY CORP KEX 497266106 $25.6K 0.39% 192,670 SH
29 TUTOR PERINI CORP TPC 901109108 $25.3K 0.38% 327,554 SH
30 HASBRO INC HAS 418056107 $24.7K 0.37% 264,100 SH
31 CNX RES CORP CNX 12653C108 $24.5K 0.37% 636,011 SH
32 FABRINET FN G3323L100 $24.4K 0.37% 46,823 SH
33 TECHNIPFMC PLC FTI G87110105 $24.2K 0.36% 349,919 SH
34 LEAR CORP LEA 521865204 $24.0K 0.36% 198,607 SH
35 RALPH LAUREN CORP RL 751212101 $24.0K 0.36% 69,809 SH
36 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $23.9K 0.36% 313,363 SH
37 FIRST HORIZON CORPORATION FHN 320517105 $23.6K 0.36% 1,037,062 SH
38 MUELLER WTR PRODS INC MWA 624758108 $23.3K 0.35% 846,515 SH
39 CENTURI HOLDINGS INC CTRI 155923105 $23.2K 0.35% 793,665 SH
40 ROIVANT SCIENCES LTD ROIV G76279101 $22.9K 0.34% 827,454 SH
41 AXSOME THERAPEUTICS INC. AXSM 05464T104 $22.9K 0.34% 135,460 SH
42 MADISON SQUARE GARDEN ENTMT MSGE 558256103 $22.8K 0.34% 386,895 SH
43 ALARM COM HLDGS INC ALRM 011642105 $22.7K 0.34% 525,759 SH
44 STERLING INFRASTRUCTURE INC STRL 859241101 $22.5K 0.34% 55,271 SH
45 EXLSERVICE HLDGS INC EXLS 302081104 $22.2K 0.33% 729,923 SH
46 COCA COLA CONS INC COKE 191098102 $21.9K 0.33% 114,423 SH
47 DOCUSIGN INC DOCU 256163106 $21.9K 0.33% 461,795 SH
48 ALPHABET INC GOOGL 02079K305 $21.9K 0.33% 76,037 SH
49 SYNDAX PHARMACEUTICALS INC SNDX 87164F105 $21.7K 0.33% 928,568 SH
50 ZIONS BANCORPORATION NATL AS ZION 989701107 $21.6K 0.33% 375,505 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $6.6M 1,134 0001275218-26-000002
2025-12-31 2026-02-17 $6.4M 1,120 0001275218-26-000001
2025-09-30 2025-11-14 $6.0M 1,113 0001275218-25-000005