FRONTIER CAPITAL MANAGEMENT CO LLC

Long Only Manager

FRONTIER CAPITAL MANAGEMENT CO LLC is a Long Only Manager based in Boston, MA led by William Allen Teichner, managing $11.1B across 297 long positions as of Q3 2025 with FTAI as the largest holding (3% allocation).

Managing PartnerWilliam Allen Teichner

Portfolio Value: $11.1B
Positions: 297
Top Holding: FTAI at 2.74%
Last Reported: Q3 2025

Address99 Summer Street, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in FRONTIER CAPITAL MANAGEMENT CO LLC's portfolio (15.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 FTAI Aviation Ltd. FTAI	Rental & Leasing Services Industrials	$304.1M	2.74%	-$53.7M Sold	1.78% 1.8M shares	Q4 2022 Held for 2y 11m
2 Eagle Materials EXP	Construction Materials Basic Materials	$219.9M	1.98%	+$26.4M Bought	2.91% 943.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Teradyne, Inc. TER	Semiconductors Technology	$196.4M	1.77%	+$115.2M Bought	0.90% 1.4M shares	Q4 2024 Held for 11 months
4 Builders FirstSource BLDR	Construction Industrials	$156.5M	1.41%	+$83.6M Bought	1.17% 1.3M shares	Q2 2020 Held for 5y 5m
5 Monolithic Power Systems MPWR	Semiconductors Technology	$150.9M	1.36%	+$28.6M Bought	0.34% 163.9K shares	≤ Q2 2013 Held for 12y 5m+
6 Coherent COHR	Hardware, Equipment & Parts Technology	$147.7M	1.33%	+$69.1M Bought	— 1.4M shares	Q3 2020 Held for 5y 2m
7 XPO XPO	Integrated Freight & Logistics Industrials	$143.7M	1.29%	-$2.9M Sold	0.94% 1.1M shares	Q2 2021 Held for 4y 5m
8 Granite Construction GVA	Engineering & Construction Industrials	$142.2M	1.28%	-$8.0M Sold	2.96% 1.3M shares	Q1 2016 Held for 9y 8m
9 The Carlyle Group CG	Asset Management Financial Services	$138.2M	1.24%	+$19.9M Bought	0.61% 2.2M shares	Q2 2020 Held for 5y 5m
10 Entegris ENTG	Semiconductors Technology	$137.0M	1.23%	+$76.0M Bought	0.98% 1.5M shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FRONTIER CAPITAL MANAGEMENT CO LLC's latest filing

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Market Value

$11.1B

Prior: $10.7B

Q/Q Change

+3.46%

+$371.4M

Net Flows % of MV

-4.42%

Turnover Ratio

16.68%

New Purchases

21 stocks

$368.6M

Added To

122 stocks

+$1.2B

Sold Out Of

21 stocks

$384.8M

Reduced Holdings

150 stocks

-$1.7B

Increased Positions

Position	Shares Δ	Change
1 Rocket Lab USA, Inc. RKLB	New	0 → 830.2K +$39.8M
2 IonQ IONQ	New	0 → 628.3K +$38.6M
3 AAR Corp AIR	New	0 → 379.4K +$34.0M
4 Allegiant Travel ALGT	New	0 → 523.0K +$31.8M
5 FB Financial FBK	New	0 → 473.5K +$26.4M

Decreased Positions

Position	Shares Δ	Change
1 MRC Global MRC	Sold	4.5M → 0 −$61.1M
2 Pinnacle Financial Partners PNFP	Sold	529.0K → 0 −$58.4M
3 Palantir Technologies Inc. PLTR	Sold	359.9K → 0 −$49.1M
4 Chart Industries GTLS	Sold	259.1K → 0 −$42.7M
5 Lantheus Holdings LNTH	Sold	315.5K → 0 −$25.8M