Laurus Global Equity Management Inc.

CIK 0001869316 · Q1 2026

13F Equity AUM

$102.1M

-16.9% QoQ

Positions

+1 QoQ

AUM Rank

#9,871

Top 79%

Skill Alpha (FF)

-4.0%/yr^ns

No Clear Edge

Rank #7,003 · Top 85%

vs S&P -6.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 53.6%Top 10: 68.2%Top 20: 81.8%

JKHY12.9%

CRL12.1%

PTC11.6%

SPGI10.9%

CHRW6.1%

IT5.3%

GNRC3.0%

MSFT2.6%

FCN2.0%

ASGN1.6%

Others (35)31.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology37.6%

Industrials21.3%

Healthcare17.5%

Financial Services15.7%

Consumer Cyclical4.8%

Other3.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 45Median: 1.11%Avg: 2.22%

0–0.5%

7(1.7%)

0.5–1%

12(9.8%)

1–3%

20(29.5%)

3–5%

0(0.0%)

5%+

6(58.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 44Unique: 1vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

1.1%

MORGAN STANLEY

0.8%

GEODE CAPITAL MANAGEMENT, LLC

1.3%

BANK OF AMERICA CORP /DE/

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.3%

STATE STREET CORP

1.3%

JPMORGAN CHASE & CO

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.5%

FMR LLC

1.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased15Decreased11Exited1

New Positions

MSFT2.6%

+7K

ACN0.7%

+3K

Increased

CCC0.8%

+71K(+97%)

FFIN1.2%

+16K(+68%)

ASGN1.6%

+10K(+29%)

CHRW6.1%

+9K(+31%)

BFAM0.9%

+7K(+170%)

SPSC1.0%

+6K(+53%)

UFPT1.2%

+1K(+22%)

GIC1.4%

+1K(+3%)

CHE1.3%

+700(+26%)

XPEL1.1%

+640(+2%)

Decreased

GNRC3.0%

-21,490(-58%)

CRL12.1%

-10,680(-13%)

FIVE1.1%

-8,010(-62%)

NSSC1.4%

-7,190(-17%)

CSL1.4%

-6,500(-60%)

ENSG1.6%

-2,850(-26%)

BCPC1.1%

-2,270(-26%)

WINA0.6%

-1,170(-45%)

DV0.8%

-1,170(-1%)

APH0.2%

-925(-36%)

Exited

COO

-70,420

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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