KALMAR INVESTMENTS INC /DE/

13F filer, CIK 928749, GREENVILLE, DE

KALMAR INVESTMENTS INC /DE/ reported $5,280,185,000 across 163 holdings for the quarter ended 2015-06-30, in a 13F-HR filed 2015-07-24. Its ten largest share positions make up 18.2% of the portfolio.

Filed 2015-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC13F-HR 0000928749-15-000006

Period: 2015-06-30
Reported value: $5.28B
Holdings: 163
Top 10 weight: 18.2%
New: 12
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SIRONA DENTAL SYSTEMS INCnew	+448,757	$45.1M
ALLERGAN PLCnew	+144,165	$43.7M
DCInew	+813,000	$29.1M
GIIIadded	+389,355	$27.4M
CEB INCnew	+298,344	$26M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LIFE TIME FITNESS INCexited	-939,351	-$66.7M
ACTAVIS PLCexited	-144,685	-$43.1M
CORPORATE EXECUTIVE BRD COexited	-334,589	-$26.7M
INFORMATICA CORPreduced	-543,450	-$26.3M
SALIX PHARMACEUTICALS INCexited	-148,310	-$25.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2015

Share positions as resolved from 13F-HR 0000928749-15-000006, largest first. % of portfolio is the value over $5,280,184,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
BFHBREAD FINANCIAL HOLDINGS INC	520,231	$152M	2.88%	-8,796	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	2,052,423	$119M	2.26%	-62,715	Timeline
DEALERTRACK TECHNOLOGIES INCDEALERTRACK TECHNOLOGIES INC	1,596,372	$100M	1.9%	-63,131
THE COOPER COMPANIESTHE COOPER COMPANIES	548,410	$97.6M	1.85%	-17,084
LKQLKQ CORP	3,048,962	$92.2M	1.75%	-168,455	Timeline
POLYONE CORPPOLYONE CORP	2,298,702	$90M	1.71%	-74,384
ULTAULTA BEAUTY INC	559,755	$86.5M	1.64%	-10,829	Timeline
BDCBELDEN INC	938,964	$76.3M	1.44%	-40,164	Timeline
TXRHTEXAS ROADHOUSE INC	1,964,712	$73.5M	1.39%	-45,420	Timeline
WWWWOLVERINE WORLD WIDE INC	2,579,315	$73.5M	1.39%	-8,720	Timeline
AOSSMITH A O CORP	1,003,986	$72.3M	1.37%	-36,210	Timeline
PNRPENTAIR PLC	1,006,875	$69.2M	1.31%	-3,550	Timeline
ENSENERSYS	973,475	$68.4M	1.3%	-37,268	Timeline
AMEAMETEK INC	1,218,044	$66.7M	1.26%	+220,733	Timeline
THE ULTIMATE SOFTWARE GROUP…THE ULTIMATE SOFTWARE GROUP IN	405,697	$66.7M	1.26%	-16,994
IMAXIMAX CORP	1,655,229	$66.7M	1.26%	-76,866	Timeline
MSMMSC INDL DIRECT INC	941,767	$65.7M	1.24%	-30,119	Timeline
DSW INC-CLASS ADSW INC-CLASS A	1,960,309	$65.4M	1.24%	+379,420
ATMEL CORPATMEL CORP	6,596,280	$65M	1.23%	-23,120
MIDDMIDDLEBY CORP	577,188	$64.8M	1.23%	-14,378	Timeline
URBNURBAN OUTFITTERS INC	1,823,880	$63.8M	1.21%	-6,370	Timeline
AshlandAshland	521,335	$63.6M	1.2%	-1,690
TREXTREX INC	1,243,817	$61.5M	1.16%	-49,429	Timeline
RMDRESMED INC	1,086,522	$61.2M	1.16%	-19,289	Timeline
GIIIG III APPAREL GROUP LTD	868,785	$61.1M	1.16%	+389,355	Timeline
LYVLIVE NATION ENTERTAINMENT IN	2,217,911	$61M	1.15%	-91,608	Timeline
AMGAFFILIATED MANAGERS GROUP	275,665	$60.3M	1.14%	-945	Timeline
UNFIUNITED NAT FOODS INC	926,695	$59M	1.12%	-42,480	Timeline
THSTREEHOUSE FOODS INC	712,061	$57.7M	1.09%	-16,620	Timeline
IHS INCIHS INC	446,525	$57.4M	1.09%	-1,555
CSLCARLISLE COS INC	572,780	$57.3M	1.09%	+163,790	Timeline
SCISERVICE CORP INTL	1,921,205	$56.5M	1.07%	-7,135	Timeline
ACXIOM CORPACXIOM CORP	3,175,648	$55.8M	1.06%	-98,689
AKORN INCAKORN INC	1,223,064	$53.4M	1.01%	-35,695
MEDIVATION INCMEDIVATION INC	462,075	$52.8M	1%	+119,600
VERIFONE SYS INCVERIFONE SYS INC	1,540,305	$52.3M	0.99%	-5,665
FFIVF5 INC	429,930	$51.7M	0.98%	-1,370	Timeline
ELECTRONICS FOR IMAGING INCELECTRONICS FOR IMAGING INC	1,174,545	$51.1M	0.97%	-47,975
JARDEN CORPJARDEN CORP	973,291	$50.4M	0.95%	-3,200
MICHAELS COS INCMICHAELS COS INC	1,866,480	$50.2M	0.95%	-5,765
STERICYCLE INCSTERICYCLE INC	373,105	$50M	0.95%	-1,150
GRACE W R & CO DEL NEW COMGRACE W R & CO DEL NEW COM	496,550	$49.8M	0.94%	-1,630
HANESBRANDS INCHANESBRANDS INC	1,478,945	$49.3M	0.93%	-5,225
GMEDGLOBUS MED INC	1,880,183	$48.3M	0.91%	-68,260	Timeline
TSCOTRACTOR SUPPLY CO	531,210	$47.8M	0.9%	-1,660	Timeline
ADVISORY BOARD CO/THEADVISORY BOARD CO/THE	838,370	$45.8M	0.87%	+417,415
SIRONA DENTAL SYSTEMS INCSIRONA DENTAL SYSTEMS INC	448,757	$45.1M	0.85%	new
ALLERGAN PLCALLERGAN PLC	144,165	$43.7M	0.83%	new
HUBGHUB GROUP INC	1,079,340	$43.5M	0.82%	+208,800	Timeline
Mallinckrodt PlcMallinckrodt Plc	365,980	$43.1M	0.82%	-1,305
CORE LABORATORIES N VCORE LABORATORIES N V	375,125	$42.8M	0.81%	-1,320
ALGNALIGN TECHNOLOGY INC	681,965	$42.8M	0.81%	+360,700	Timeline
CTRACOTERRA ENERGY INC	1,294,300	$40.8M	0.77%	-4,440	Timeline
AYIACUITY INC	225,960	$40.7M	0.77%	-87,490	Timeline
TERTERADYNE INC	2,099,869	$40.5M	0.77%	-707,034	Timeline
RRYDER SYS INC	462,480	$40.4M	0.77%	-2,255	Timeline
WAGEWORKS INCWAGEWORKS INC	989,507	$40M	0.76%	+159,635
MTDRMATADOR RES CO	1,455,628	$36.4M	0.69%	-48,777	Timeline
BANKRATE INC DELBANKRATE INC DEL	3,434,399	$36M	0.68%	-1,236,416
LGNDLIGAND PHARMACEUTICALS INC	353,611	$35.7M	0.68%	-81,170	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	577,430	$35.3M	0.67%	0	Timeline
SBA COMMUNICATIONS CORPSBA COMMUNICATIONS CORP	305,365	$35.1M	0.66%	-1,525
SYNTEL INCSYNTEL INC	706,694	$33.6M	0.64%	-27,947
PWRQUANTA SVCS INC	1,079,220	$31.1M	0.59%	-4,340	Timeline
Gulfport EnergyGulfport Energy	766,360	$30.8M	0.58%	-2,495
WSOWATSCO INC	245,995	$30.4M	0.58%	-127,445	Timeline
MEIMETHODE ELECTRS INC	1,095,473	$30.1M	0.57%	-111,525	Timeline
KMXCARMAX INC	446,710	$29.6M	0.56%	-142,015	Timeline
DCIDONALDSON INC	813,000	$29.1M	0.55%	new	Timeline
URIUNITED RENTALS INC	323,021	$28.3M	0.54%	-1,082	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	159,235	$28M	0.53%	-580	Timeline
OXMOXFORD INDS INC	315,051	$27.6M	0.52%	-30,583	Timeline
FLSFLOWSERVE CORP	520,345	$27.4M	0.52%	-1,770	Timeline
SUPERIOR ENERGY SVCS INCSUPERIOR ENERGY SVCS INC	1,290,904	$27.2M	0.51%	-5,000
LUMINEX CORPLUMINEX CORP	1,509,138	$26M	0.49%	-55,420
CEB INCCEB INC	298,344	$26M	0.49%	new
EFXEQUIFAX INC	253,595	$24.6M	0.47%	-810	Timeline
ICLRICON PUB LTD CO	354,550	$23.9M	0.45%	-1,665	Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATI	207,135	$23M	0.44%	new	Timeline
Vitamin Shoppe, Inc.Vitamin Shoppe, Inc.	615,935	$23M	0.43%	-17,740
BONANZA CREEK ENERGY INCBONANZA CREEK ENERGY INC	1,246,930	$22.8M	0.43%	-27,725
TCBITEXAS CAP BANCSHARES INC	358,061	$22.3M	0.42%	-9,730	Timeline
AMTAMERICAN TOWER CORP	225,205	$21M	0.4%	0	Timeline
FINISAR CORPFINISAR CORP	1,174,174	$21M	0.4%	-55,045
B/E AEROSPACE INCB/E AEROSPACE INC	381,715	$21M	0.4%	-1,340
SMART & FINAL STORES INCSMART & FINAL STORES INC	1,145,770	$20.5M	0.39%	new
ROGROGERS CORP	307,520	$20.3M	0.39%	-131,925	Timeline
APHAMPHENOL CORP	340,180	$19.7M	0.37%	0	Timeline
MOBILE MINI INCMOBILE MINI INC	461,790	$19.4M	0.37%	-48,670
TMOTHERMO FISHER SCIENTIFIC INC	149,425	$19.4M	0.37%	0	Timeline
ECPGENCORE CAP GROUP INC	452,530	$19.3M	0.37%	-31,920	Timeline
KRISPY KREME DOUGHNUTS INCKRISPY KREME DOUGHNUTS INC	1,000,514	$19.3M	0.36%	-70,620
CALLIDUS SOFTWARE INCCALLIDUS SOFTWARE INC	1,221,470	$19M	0.36%	-86,280
DIODDIODES INC	783,885	$18.9M	0.36%	-32,507	Timeline
PDC ENERGY INCPDC ENERGY INC	349,211	$18.7M	0.35%	-22,347
MAMASTERCARD INCORPORATED	199,475	$18.6M	0.35%	0	Timeline
FLIR SYS INCFLIR SYS INC	602,835	$18.6M	0.35%	-2,175
TNCTENNANT CO	281,830	$18.4M	0.35%	-19,969	Timeline
ATWOOD OCEANICS INCATWOOD OCEANICS INC	656,249	$17.4M	0.33%	+75,946
ORLYOREILLY AUTOMOTIVE INC	71,795	$16.2M	0.31%	0	Timeline
BOTTOMLINE TECH INC DELBOTTOMLINE TECH INC DEL	580,741	$16.1M	0.31%	-40,805
PEGAPEGASYSTEMS INC	693,980	$15.9M	0.3%	-48,970	Timeline
THRMGENTHERM INC	288,300	$15.8M	0.3%	-89,120	Timeline
RACKSPACE HOSTING INCRACKSPACE HOSTING INC	421,260	$15.7M	0.3%	new
BWABORGWARNER INC	270,480	$15.4M	0.29%	0	Timeline
FASTFASTENAL CO	362,545	$15.3M	0.29%	0	Timeline
CBS CORP NEWCBS CORP NEW	274,025	$15.2M	0.29%	0
ALEXION PHARMACEUTICALS INCALEXION PHARMACEUTICALS INC	82,715	$15M	0.28%	0
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO	657,185	$14.9M	0.28%	-2,125
RGENREPLIGEN CORP	359,533	$14.8M	0.28%	-25,615	Timeline
EVCENTRAVISION COMMUNICATIONS C	1,787,672	$14.7M	0.28%	-182,535	Timeline
CATALENT INC USD 0.01CATALENT INC USD 0.01	499,890	$14.7M	0.28%	new
WNS HOLDINGS LTDWNS HOLDINGS LTD	546,588	$14.6M	0.28%	-55,690
SPECTRANETICS CORPSPECTRANETICS CORP	615,288	$14.2M	0.27%	-78,395
TROWPRICE T ROWE GROUP INC	177,730	$13.8M	0.26%	-63,475	Timeline
CAMBREX CORPCAMBREX CORP	314,317	$13.8M	0.26%	-203,200
CRICARTERS INC	125,130	$13.3M	0.25%	0	Timeline
JBHTHUNT J B TRANS SVCS INC	160,890	$13.2M	0.25%	0	Timeline
BFAMBRIGHT HORIZONS FAM SOL IN D	226,161	$13.1M	0.25%	new	Timeline
POWIPOWER INTEGRATIONS INC	288,368	$13M	0.25%	-20,496	Timeline
DISCOVERY INCDISCOVERY INC	416,140	$12.9M	0.24%	0
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLD	158,315	$12.8M	0.24%	0
INGNINOGEN INC	283,250	$12.6M	0.24%	new	Timeline
SNASNAP ON INC	78,930	$12.6M	0.24%	0	Timeline
CERNER CORPCERNER CORP	181,425	$12.5M	0.24%	0
MXLMAXLINEAR INC	1,011,825	$12.2M	0.23%	-71,471	Timeline
STAGE STORES INCSTAGE STORES INC	678,956	$11.9M	0.23%	-72,930
DEL FRISCOS RESTAURANT GROUPDEL FRISCOS RESTAURANT GROUP	636,568	$11.9M	0.22%	-50,750
REX ENERGY CORPORATIONREX ENERGY CORPORATION	2,090,348	$11.7M	0.22%	-135,233
WORWORTHINGTON ENTERPRISES INC	383,195	$11.5M	0.22%	-667,260	Timeline
ZTSZOETIS INC	235,315	$11.3M	0.21%	0	Timeline
FINANCIAL ENGINES INCFINANCIAL ENGINES INC	260,244	$11.1M	0.21%	-25,069
VASCULAR SOLUTIONS INCVASCULAR SOLUTIONS INC	314,123	$10.9M	0.21%	+120,365
FISFIDELITY NATL INFORMATION SV	176,325	$10.9M	0.21%	0	Timeline
WEATHERFORD INTL INC ORD SHSWEATHERFORD INTL INC ORD SHS	885,350	$10.9M	0.21%	+236,710
PRGOPERRIGO CO PLC	57,765	$10.7M	0.2%	-43,160	Timeline
EGHT8X8 INC NEW	1,138,440	$10.2M	0.19%	-139,320	Timeline
AWIARMSTRONG WORLD INDS INC NEW	188,880	$10.1M	0.19%	0	Timeline
MONOTYPE IMAGING HOLDINGS, …MONOTYPE IMAGING HOLDINGS, INC	409,827	$9.88M	0.19%	-29,155
SCIQUEST INC NEWSCIQUEST INC NEW	660,310	$9.78M	0.19%	+291,540
HOGHARLEY DAVIDSON INC	168,955	$9.52M	0.18%	0	Timeline
HERTZ GLOBAL HLDGS INC NHERTZ GLOBAL HLDGS INC N	523,690	$9.49M	0.18%	0
EXPDEXPEDITORS INTL WASH INC	196,520	$9.06M	0.17%	0	Timeline
ANGOANGIODYNAMICS INC	550,166	$9.02M	0.17%	-40,645	Timeline
NCI BUILDING SYSTEMS INCNCI BUILDING SYSTEMS INC	577,240	$8.7M	0.16%	-46,457
ZUMZZUMIEZ INC	325,104	$8.66M	0.16%	-23,355	Timeline
CAMERON INTERNATIONAL CORPCAMERON INTERNATIONAL CORP	165,315	$8.66M	0.16%	0
STEIN MART INCSTEIN MART INC	773,594	$8.1M	0.15%	-54,605
ALTERA CORPALTERA CORP	155,115	$7.94M	0.15%	-218,730
IGI LABORATORIES INCIGI LABORATORIES INC	1,198,815	$7.55M	0.14%	+400,200
RUCKUS WIRELESS INCRUCKUS WIRELESS INC	702,497	$7.26M	0.14%	-17,654
CEVACEVA INC	369,650	$7.18M	0.14%	-25,765	Timeline
CHEMTURA CORPCHEMTURA CORP	252,786	$7.16M	0.14%	-286,050
CHUY'S HOLDINGS INCCHUY'S HOLDINGS INC	261,895	$7.02M	0.13%	new
INNERWORKINGS INCINNERWORKINGS INC	1,047,533	$6.99M	0.13%	-87,025
EXAR CORPEXAR CORP	679,335	$6.64M	0.13%	new
AVID TECHNOLOGY INCAVID TECHNOLOGY INC	491,320	$6.55M	0.12%	-34,665
MCHXMARCHEX INC	1,285,995	$6.37M	0.12%	-89,085	Timeline
MAGNUM HUNTER RES CORP COMMAGNUM HUNTER RES CORP COM	3,324,155	$6.22M	0.12%	-212,041
VRSKVERISK ANALYTICS INC	76,945	$5.6M	0.11%	0	Timeline
ACTUA CORPORATIONACTUA CORPORATION	381,525	$5.44M	0.1%	-26,940
ADSKAUTODESK INC	97,465	$4.88M	0.09%	-40,715	Timeline
INFORMATICA CORPINFORMATICA CORP	20,970	$1.02M	0.02%	-543,450

Sold out in Q2 2015

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LIFE TIME FITNESS INCLIFE TIME FITNESS INC	939,351	$66.7M	shares
ACTAVIS PLCACTAVIS PLC	144,685	$43.1M	shares
CORPORATE EXECUTIVE BRD COCORPORATE EXECUTIVE BRD CO	334,589	$26.7M	shares
SALIX PHARMACEUTICALS INCSALIX PHARMACEUTICALS INC	148,310	$25.6M	shares
FMCFMC CORP	206,135	$11.8M	shares

How Q2 2015 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000928749-15-000006	base		2015-07-24	acceptance time not in the bulk data set	2026-10-07 19:15:25 UTC