INSULET CORP - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$14.01B	-	586	-
2024-09-30	$16.18B	+15.5%	605	+3.2%
2024-12-31	$18.23B	+12.7%	572	-5.5%

Institution	Value	Shares	% of Portfolio
IRON TRIANGLE PARTNERS LP	$40.2M	154K	4.4%
PARKMAN HEALTHCARE PARTNERS LLC	$32.8M	125K	4.4%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	$9.0M	34K	2.3%
SHAKER INVESTMENTS LLC/OH	$5.3M	20K	2.2%
SHARPEPOINT LLC	$2.1M	8K	1.9%
FORMULA GROWTH LTD	$5.3M	20K	1.8%
OWNERSHIP CAPITAL B.V.	$47.2M	180K	1.7%
PERCEPTIVE ADVISORS LLC	$60.6M	232K	1.7%
BELLEVUE GROUP AG	$84.0M	321K	1.6%
RHENMAN & PARTNERS ASSET MANAGEMENT AB	$14.9M	57K	1.5%
HAWK RIDGE CAPITAL MANAGEMENT LP	$30.3M	116K	1.4%
REDMOND ASSET MANAGEMENT, LLC	$5.7M	21K	1.4%
ITHAKA GROUP LLC	$7.6M	29K	1.4%
CHICAGO CAPITAL, LLC	$44.1M	168K	1.2%
ROCK SPRINGS CAPITAL MANAGEMENT LP	$29.8M	114K	1.1%
FIRST LIGHT ASSET MANAGEMENT, LLC	$8.8M	33K	0.8%
POLAR ASSET MANAGEMENT PARTNERS INC.	$56.8M	217K	0.8%
INTEGRATED ADVISORS NETWORK LLC	$17.2M	65K	0.8%
DAFNA CAPITAL MANAGEMENT LLC	$3.2M	12K	0.8%
WESTFIELD CAPITAL MANAGEMENT CO LP	$161.3M	617K	0.7%
SHEETS SMITH INVESTMENT MANAGEMENT	$0.8M	3K	0.7%
WILLIAMSON LEGACY GROUP, LLC	$1.0M	3K	0.7%
CINCTIVE CAPITAL MANAGEMENT LP	$13.6M	52K	0.7%
PEAK RETIREMENT PLANNING, INC.	$0.9M	4K	0.6%
GENUS CAPITAL MANAGEMENT INC.	$4.3M	16K	0.6%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
PRCT	US	PROCEPT BIOROBOTICS CORP	0.020	5	248
VRNA	US	VERONA PHARMA PLC - ADR	0.017	3	175
EWTX	US	EDGEWISE THERAPEUTICS INC	0.015	3	195
NUVL	US	NUVALENT INC-A	0.015	3	205
APGE	US	APOGEE THERAPEUTICS INC	0.013	2	153
CLDX	US	CELLDEX THERAPEUTICS INC	0.012	2	165
ARGX	US	ARGENX SE - ADR	0.012	4	338
VRDN	US	VIRIDIAN THERAPEUTICS INC	0.012	2	170
NRIX	US	NURIX THERAPEUTICS INC	0.012	2	170
ITCI	US	INTRA-CELLULAR THERAPIES INC	0.012	4	341
FOLD	US	AMICUS THERAPEUTICS INC	0.012	3	257
IMVT	US	IMMUNOVANT INC	0.011	2	180
AKRO	US	AKERO THERAPEUTICS INC	0.011	2	181
TVTX	US	TRAVERE THERAPEUTICS INC	0.011	2	185
TNDM	US	TANDEM DIABETES CARE INC	0.011	3	282
CDNA	US	CAREDX INC	0.011	2	190
RYTM	US	RHYTHM PHARMACEUTICALS INC	0.011	2	190
XENE	US	XENON PHARMACEUTICALS INC	0.010	2	196
NBIX	US	NEUROCRINE BIOSCIENCES INC	0.010	5	505
AGIO	US	AGIOS PHARMACEUTICALS INC	0.010	2	204
JANX	US	JANUX THERAPEUTICS INC	0.010	2	204
SRRK	US	SCHOLAR ROCK HOLDING CORP	0.010	2	206
INSP	US	INSPIRE MEDICAL SYSTEMS INC	0.010	3	314
WRBY	US	WARBY PARKER INC-CLASS A	0.009	2	216
DXCM	US	DEXCOM INC	0.009	7	772