Andrew R. Adams
Mairs & Power Growth Fund
Mairs & Power Growth Fund Portfolio 13F
Mairs & Power Growth Fund Holdings Activity
- Portfolio value:
- $5.68B≈ (+$300M≈)
- Previous value:
- $5.38B≈
- # of changes:
- 21
- New positions:
- 2
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 12 Nov 2025
Mairs & Power Growth Fund has disclosed a total of 21 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks did Mairs & Power Growth Fund buy in 2025 Q3?
During 2025 Q3 Mairs & Power Growth Fund has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (META) Meta Platforms Inc (added shares +14.29%), (RHHBY) Roche Holding Ltd ADR (added shares +6.26%), (WEC) WEC Energy Group Inc (added shares +11.31%), (TSM) Taiwan Semiconductor Manufacturing (added shares +11.70%) and (TECH) Bio-Techne Corp (added shares +4.30%).
What did Mairs & Power Growth Fund invest in during 2025 Q3?
21 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Cognex Corp
|
new
|
+325,000
|
325,000
|
+0.26%
|
$45.30
|
+45.53%($65.92)
|
0.26%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Palo Alto Networks Inc
|
new
|
+40,000
|
40,000
|
+0.14%
|
$203.62
|
+63.49%($332.89)
|
0.14%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Salesforce.com Inc
|
+22.85%
|
+30,000
|
161,277
|
+0.13%
|
$237.00
|
-22.80%($182.97)
|
0.67%
|
2021 Q4
|
≈ 4.00 years
|
|
|
|
Meta Platforms Inc
|
+14.29%
|
+25,000
|
200,000
|
+0.32%
|
$734.38
|
-25.22%($549.19)
|
2.59%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Taiwan Semiconductor Manufacturing
|
+11.70%
|
+40,000
|
382,000
|
+0.2%
|
$279.29
|
+45.79%($407.18)
|
1.88%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
WEC Energy Group Inc
|
+11.31%
|
+125,000
|
1,230,500
|
+0.25%
|
$114.59
|
-4.18%($109.80)
|
2.48%
|
2024 Q4
|
≈ 1.00 year
|
|
|
|
Medpace Holdings Inc
|
+11.11%
|
+5,000
|
50,000
|
+0.05%
|
$514.16
|
+11.37%($572.60)
|
0.45%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Entegris Inc
|
+10.49%
|
+60,000
|
632,000
|
+0.1%
|
$92.46
|
+32.06%($122.10)
|
1.03%
|
2021 Q4
|
≈ 4.00 years
|
|
|
|
Roche Holding Ltd ADR
|
+6.26%
|
+200,000
|
3,392,509
|
+0.15%
|
$41.81
|
|
2.50%
|
2019 Q3
|
≈ 6.25 years
|
|
|
|
Bio-Techne Corp
|
+4.30%
|
+60,000
|
1,453,800
|
+0.06%
|
$55.63
|
+29.70%($72.15)
|
1.42%
|
2019 Q3
|
≈ 6.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.