Carl Wiese’s Grow Partners Top Picks in Q4

Carl Wiese founded Grow Partners in 2012. Wiese has more than 22 years of investment management experience. Prior to launching Grow Partners, he worked as a principal and portfolio manager at Wall Street Associates, where he was responsible for the micro, small and mid- cap investment strategy and was a member of the investment management team for 12 years. He earned his Bachelor of Business Administration from the University of San Diego, and a Master of Science in Finance from San Diego State University.

NeoGenomics

In its latest 13F, Grow Partners has disclosed its holdings as held at the end of the fourth quarter of 2013. The value of the fund’s equity portfolio amounted to over $164 million. In this piece, we will discuss the top five holdings in term of value that the fund held in its equity portfolio at the end of last year.

NeoGenomics, Inc. (NASDAQ:NEO) is the first one. Grow Partners disclosed ownership of around 3.80 million shares, with a reported value of nearly $14 million. NeoGenomics, Inc. (NASDAQ:NEO) is a high-complexity CLIA-certified clinical laboratory that specializes in cancer genetics diagnostic testing, the fastest growing segment of the laboratory industry.

The next is Imperva Inc (NYSE:IMPV), in which the fund holds 272,100 shares, worth over $13 million. The company provides data security solutions focused on providing visibility and control over business data across systems within the data center.

The third position is held by Ligand Pharmaceuticals Inc. (NASDAQ:LGND), in which Grow Partners revealed holding 200,000 shares, with a reported value of around $3.50 million. Ligand Pharmaceuticals Inc. (NASDAQ:LGND) is a biopharmaceutical company focused on assembling a large portfolio of revenue generating assets through licensing and acquisition with the goal to generate sustainable cash-flow and profitability.

Emerald Oil Inc (NYSEMKT:EOX) is the fourth-largest holding, in which the fund disclosed owning approximately 1.40 million shares, valued at $10 million. Emerald Oil Inc (NYSEMKT:EOX) is an independent exploration and production operator.

On the fifth spot is Novadaq Technologies Inc. (NASDAQ:NVDQ). The fund disclosed holding 556,900 shares, worth nearly $9.20 million. The company develops and provides clinically relevant imaging solutions for use in surgical and diagnostic procedures.

Disclosure: none

Recommended reading:

York Capital Management’s Top Q4 Holdings

A Look at Tekne Capital’s First 13F

Night Owl Capital Top Picks: Visa Inc (V), Google Inc (GOOG) & More

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