NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYO | 561K | $3.15M |
 | HST | 363K | $6.44M |
 | ROIV | 341K | $7.41M |
 | RSI | 336K | $6.53M |
 | MODG | 323K | $3.76M |
 | RIVN | 318K | $6.26M |
 | BAX | 307K | $5.88M |
 | VFC | 287K | $5.19M |
 | AVPT | 249K | $3.46M |
 | DYN | 237K | $4.64M |
 | PATH | 230K | $3.78M |
 | AUPH | 229K | $3.66M |
 | QXO | 226K | $4.37M |
 | CDE | 224K | $3.99M |
 | DKNG | 180K | $6.22M |
 | AI | 175K | $2.36M |
 | IMAX | 172K | $6.37M |
 | OCUL | 160K | $1.95M |
 | AVDL | 159K | $3.43M |
 | ASAN | 155K | $2.13M |
Payoneer Global Inc.
PAYO
Shares Held
561K
Value
$3.15M
Host Hotels & Resorts, Inc.
HST
Shares Held
363K
Value
$6.44M
Roivant Sciences Ltd.
ROIV
Shares Held
341K
Value
$7.41M
Rush Street Interactive, Inc.
RSI
Shares Held
336K
Value
$6.53M
Topgolf Callaway Brands Corp.
MODG
Shares Held
323K
Value
$3.76M
Rivian Automotive, Inc.
RIVN
Shares Held
318K
Value
$6.26M
Baxter International Inc.
BAX
Shares Held
307K
Value
$5.88M
V.F. Corporation
VFC
Shares Held
287K
Value
$5.19M
AvePoint, Inc.
AVPT
Shares Held
249K
Value
$3.46M
Dyne Therapeutics, Inc.
DYN
Shares Held
237K
Value
$4.64M
UiPath Inc.
PATH
Shares Held
230K
Value
$3.78M
Aurinia Pharmaceuticals Inc.
AUPH
Shares Held
229K
Value
$3.66M
QXO, Inc.
QXO
Shares Held
226K
Value
$4.37M
Coeur Mining, Inc.
CDE
Shares Held
224K
Value
$3.99M
DraftKings Inc.
DKNG
Shares Held
180K
Value
$6.22M
C3.ai, Inc.
AI
Shares Held
175K
Value
$2.36M
IMAX Corporation
IMAX
Shares Held
172K
Value
$6.37M
Ocular Therapeutix, Inc.
OCUL
Shares Held
160K
Value
$1.95M
Avadel Pharmaceuticals plc
AVDL
Shares Held
159K
Value
$3.43M
Asana, Inc.
ASAN
Shares Held
155K
Value
$2.13M