Van Berkom & Associates Inc. — 13F Holdings & Portfolio

CIK 1524408 · latest 13F-HR filed 2026-05-14

Van Berkom & Associates Inc. manages $3.1M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SNEX (3.63%), DOCN (3.61%), LAUR (3.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 0, and trimmed 0.

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.

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AUM

$3.1M

Long-equity book

Holdings

72

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+2 / −0 / ↑0 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • YETI HOLDINGS INC.$47.7K
  • YUM CHINA HOLDINGS$804
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
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 STONEX GROUP INC. SNEX 861896108 $111.6K 3.63% 1,384,258 SH
2 DIGITALOCEAN HLDGS INC. DOCN 25402D102 $111.0K 3.61% 1,293,461 SH
3 LAUREATE EDUCATION INC. LAUR 518613203 $108.1K 3.51% 3,103,260 SH
4 ENSIGN GROUP INC. ENSG 29358P101 $104.8K 3.41% 520,197 SH
5 VICTORY CAP HLDGS INC. COM CL A VCTR 92645B103 $101.8K 3.31% 1,554,858 SH
6 GRAND CANYON EDUCATION INC. LOPE 38526M106 $99.6K 3.24% 585,558 SH
7 CHARLES RIVER LABORATORIES CRL 159864107 $86.4K 2.81% 501,152 SH
8 PRIVIA HEALTH GROUP INC PRVA 74276R102 $83.4K 2.71% 4,053,043 SH
9 HAMILTON LANE INC. HLNE 407497106 $82.8K 2.69% 833,307 SH
10 EURONET WORLDWIDE INC. EEFT 298736109 $82.7K 2.69% 1,246,308 SH
11 PENNANT GROUP INC. PNTG 70805E109 $81.4K 2.64% 2,669,434 SH
12 CCC INTELLIGENT SOLUTIONS HLD CCC 12510Q100 $81.1K 2.64% 13,515,096 SH
13 MODINE MFG CO MOD 607828100 $79.2K 2.58% 365,694 SH
14 BANK OZK OZK 06417N103 $79.1K 2.57% 1,724,400 SH
15 FEDERAL SIGNAL CORP. FSS 313855108 $78.3K 2.55% 724,341 SH
16 FTI CONSULTING INC. FCN 302941109 $77.9K 2.53% 440,950 SH
17 RLI CORP. RLI 749607107 $76.5K 2.49% 1,341,985 SH
18 SHAKE SHACK INC. CL A SHAK 819047101 $75.1K 2.44% 849,310 SH
19 MAXIMUS INC. MMS 577933104 $75.1K 2.44% 1,172,190 SH
20 NMI HOLDINGS INC. NMIH 629209305 $74.7K 2.43% 1,990,397 SH
21 PLANET FITNESS INC CL A PLNT 72703H101 $73.7K 2.40% 990,819 SH
22 ARMSTRONG WORLD INDS INC. AWI 04247X102 $73.6K 2.39% 446,572 SH
23 GATES INDL CORP PLC ORD SHS GTES G39108108 $70.1K 2.28% 3,098,425 SH
24 TETRA TECH INC TTEK 88162G103 $68.8K 2.24% 2,285,788 SH
25 PAYLOCITY HLDG CORP. PCTY 70438V106 $66.6K 2.16% 616,407 SH
26 PRIMORIS SERVICES CORP. PRIM 74164F103 $66.2K 2.15% 462,583 SH
27 ORMAT TECHNOLOGIES INC. ORA 686688102 $64.8K 2.11% 578,734 SH
28 ESAB CORPORATION ESAB 29605J106 $63.4K 2.06% 656,272 SH
29 CHEMED CORP. CHE 16359R103 $62.4K 2.03% 165,088 SH
30 SPX TECHNOLOGIES INC. SPXC 78473E103 $61.3K 1.99% 306,506 SH
31 BRIGHTVIEW HLDGS INC BV 10948C107 $59.4K 1.93% 5,038,617 SH
32 HOULIHAN LOKEY INC. HLI 441593100 $58.3K 1.90% 405,978 SH
33 RADNET INC. RDNT 750491102 $57.5K 1.87% 1,028,586 SH
34 EPAM SYS INC. EPAM 29414B104 $55.4K 1.80% 408,920 SH
35 FIVE9 INC FIVN 338307101 $50.6K 1.64% 3,333,136 SH
36 WILLSCOT HOLDINGS CORPORATION WSC 971378104 $50.0K 1.63% 2,879,952 SH
37 YETI HOLDINGS INC. YETI 98585X104 $47.7K 1.55% 1,303,917 SH
38 FLOOR & DECOR HLDGS INC CL A FND 339750101 $45.8K 1.49% 902,361 SH
39 PHOENIX ED PARTNERS INC PXED 718968100 $43.1K 1.40% 1,370,381 SH
40 OPTION CARE HEALTH INC COM NEW OPCH 68404L201 $42.7K 1.39% 1,587,636 SH
41 SPS COMM INC SPSC 78463M107 $37.8K 1.23% 678,236 SH
42 VITAL FARMS INC VITL 92847W103 $31.9K 1.04% 2,261,533 SH
43 BLACKBAUD INC. BLKB 09227Q100 $27.7K 0.90% 718,655 SH
44 ATS CORPORATION ATS 00217Y104 $7.2K 0.24% 257,360 SH
45 MDA SPACE LTD. MDA 55293N109 $5.7K 0.18% 223,532 SH
46 BOYD GROUP SVCS INC. BGSI 103310108 $5.0K 0.16% 39,114 SH
47 COLLIERS INTERNATIONAL GROUP INC. CIGI 194693107 $4.4K 0.14% 41,351 SH
48 LAZARD INC LAZ 52110M109 $2.8K 0.09% 64,831 SH
49 ATOUR LIFESTYLE HLDGS LTD SPONSORED ATAT 04965M106 $2.6K 0.08% 70,343 SH
50 STEVANATO GROUP S P A ORD SHS STVN T9224W109 $2.4K 0.08% 170,994 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $3.0M 70 0001524408-26-000007
2026-03-31 2026-05-14 $3.1M 72 0001524408-26-000009
2025-12-31 2026-02-02 $3.5M 68 0001524408-26-000004