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Darcy Morris

@Ewing Morris & Co. Investment Partners Ltd.

Latest period2024 - Q3ReportedManaged Assets$206.805MTotal holdings31
Assets growth rate-99.86%Assets growth rate (2-Q avg)-64.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ewing Morris & Co. Investment Partners Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Ewing Morris & Co. Investment Partners Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 206.805M in assets, with a quarterly growth rate of -99.86% and a 2-quarter average growth rate of -64.21%. The portfolio is managed by Darcy Morris, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
0598⤦Bandwidth Inc
Recent Activity
8.78%
$18.139M
17.2M shares@ $1.06 avg price
9133⤦Unity Software Inc
Recent Activity
8.04%
$16.62M
13.7M shares@ $1.22 avg price
SRIStoneridge Inc
Recent Activity
Decreased -0.59%
7.31%
$15.111M
1.207M shares@ $12.52 avg price
SWIMLatham Group Inc
Recent Activity
Decreased -9.43%
7.23%
$14.939M
1.624M shares@ $9.2 avg price
0923⤦Blackline Inc
Recent Activity
7.12%
$14.723M
11.612M shares@ $1.27 avg price
0082⤦Affirm Hldgs Inc
Recent Activity
5.83%
$12.037M
10M shares@ $1.21 avg price
8969⤦Tripadvisor Inc
Recent Activity
5.22%
$10.784M
8.543M shares@ $1.27 avg price
GSHDGoosehead Ins Inc
Recent Activity
Increased 1.4%
4.66%
$9.625M
79,698 shares@ $120.78 avg price
7061⤦Peloton Interactive Inc
Recent Activity
4.46%
$9.204M
7.52M shares@ $1.23 avg price
GOGOGogo Inc
Recent Activity
Decreased -1.81%
4.36%
$9.008M
927,665 shares@ $9.72 avg price