Laurus Global Equity Management Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Laurus Global Equity Management Inc. reported 40 stock positions worth $285.2 million. Its top holding was Charles River Laboratories (CRL) at 9.2% of the portfolio, followed by PTC (PTC, 9.0%) and Everforth (EFOR, 7.9%). Compared with Q4 2023, it opened 2 new positions and reduced 4. The biggest buy was a new position in Xpel (XPEL) and the biggest sale Intuit (INTU, shares −44%).

Most Recent 13F
Q1 2026
Location
TORONTO, A6
CIK
0001869316
Portfolio Value
$285.2M (Q1 2024)
SEC Filing
0001754960-24-000120 ↗ filed Apr 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $285.2M $285.2M Q1 2024 Q2 2024: $242.0M Q2 2024 Q3 2024: $258.7M Q3 2024 Q4 2024: $194.2M Q4 2024 Q1 2025: $149.8M Q1 2025 Q2 2025: $153.1M Q2 2025 Q3 2025: $146.2M Q3 2025 Q4 2025: $122.8M Q4 2025 Q1 2026: $102.1M Q1 2026

Holdings 40 stocks · $285.2M
CRL Charles River Laboratories 9.23% 71,715 $26.3M No change
PTC PTC Inc. 9.00% 100,315 $25.7M No change
EFOR Everforth Inc. filed as ASGN INC 7.91% 158,991 $22.6M No change
DV Doubleverify Holdings Inc. 7.86% 470,485 $22.4M No change
SPGI S&P Global Inc. 7.05% 34,880 $20.1M No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 5.85% 70,894 $16.7M No change
TRU Transunion 5.40% 142,525 $15.4M Reduce -17.2%
INTU Intuit Inc. 4.65% 15,050 $13.3M Reduce -43.5%
GWRE Guidewire Software Inc. 4.22% 76,041 $12.0M No change
IT Gartner Inc. 3.44% 15,175 $9.8M Reduce -33.2%
COO The Cooper Cos Inc. 3.42% 70,860 $9.7M No change
ALGN Align Technology Inc. 2.80% 17,975 $8.0M No change
CSW CSW Industrials Inc. 2.33% 20,870 $6.6M No change
NSP Insperity Inc. 2.30% 44,095 $6.5M No change
CBZ Cbiz Inc. 2.11% 56,600 $6.0M No change
WINA Winmark Corp. 2.00% 11,620 $5.7M No change
GIC Global Industrial Co. 1.70% 79,760 $4.8M No change
UFPT Ufp Technologies Inc. 1.60% 13,350 $4.6M No change
TREX Trex Company Inc. 1.55% 32,780 $4.4M No change
FIVE Five Below 1.53% 17,810 $4.4M No change
CHE Chemed Corp. 1.45% 4,760 $4.1M No change
BCPC Balchem Corp. 1.41% 19,090 $4.0M No change
LSTR Landstar System Inc. 1.28% 13,950 $3.6M No change
EXPO Exponent Inc. 1.13% 28,715 $3.2M No change
SPSC SPS Commerce Inc. 1.09% 12,410 $3.1M No change
XPEL Xpel Inc. 0.92% 35,930 $2.6M New
GOGO Gogo Inc. 0.86% 206,550 $2.5M No change
NSSC Napco Security Technologies 0.85% 44,460 $2.4M New
FCN Fti Consulting Inc. 0.85% 8,460 $2.4M No change
FIX Comfort Systems USA Inc. 0.80% 5,270 $2.3M No change
COLM Columbia Sportswear Co. 0.69% 18,020 $2.0M No change
CSL Carlisle Cos Inc. 0.63% 3,390 $1.8M No change
MASI Masimo Corp. 0.54% 7,710 $1.5M No change
RPM RPM International Inc. 0.53% 9,465 $1.5M Reduce -47.4%
NRC NRC Health filed as NATIONAL RESH CORP 0.39% 20,690 $1.1M No change
CBU Community Financial System I 0.26% 11,410 $742K No change
TRI Thomson Reuters Corp. 0.12% 1,575 $332K No change
BAM Brookfield Asset Mgmt-A 0.10% 4,827 $275K No change
APH Amphenol Corp. Class A 0.10% 1,750 $273K No change
BN Brookfield Corp. 0.08% 4,050 $230K No change

Portfolio Sells Q4 2023 → Q1 2024
INTU Intuit Inc. Reduce -43.5% 4.65% −3.35
IT Gartner Inc. Reduce -33.2% 3.44% −1.48
RPM RPM International Inc. Reduce -47.4% 0.53% −0.43
TRU Transunion Reduce -17.2% 5.40% −0.28

Portfolio Buys Q4 2023 → Q1 2024
XPEL Xpel Inc. New 0.92% +0.92
NSSC Napco Security Technologies New 0.85% +0.85

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 45$102.1MJKHY, CRL, PTC, SPGI, CHRW
Q4 2025 44$122.8MCRL, JKHY, PTC, SPGI, IT
Q3 2025 43$146.2MPTC, CRL, SPGI, JKHY, DV
Q2 2025 46$153.1MPTC, JKHY, SPGI, CRL, DV
Q1 2025 46$149.8MJKHY, PTC, CRL, SPGI, DV
Q4 2024Amended 44$194.2MPTC, SPGI, DV, JKHY, CRL
Q3 2024 42$258.7MPTC, SPGI, EFOR, CRL, GWRE
Q2 2024Amended 39$242.0MPTC, SPGI, CRL, EFOR, JKHY
Q1 2024 40$285.2MCRL, PTC, EFOR, DV, SPGI