Conestoga Micro Cap Composite Q2 2026 Leaders, Laggards, Buys And Sells

Conestoga Capital, CFA 34 Followers Follow Summary Revenue increased 19% year-over-year, reinforcing confidence that TWST's technology leadership and expanding product portfolio continue to drive market share gains. We continue to believe AORT's expanding aortic portfolio and product pipeline provide meaningful long-term growth opportunities. We remain encouraged by PLMR's disciplined underwriting approach, diversified specialty portfolio, and ability to historically deploy capital into attractive growth opportunities. While N-able remains well positioned, we believe the portfolio's software exposure could be better concentrated in businesses with stronger long-term growth and return potential. We sold the USPH position as labor cost pressures, reimbursement uncertainty, and slower margin expansion tempered our long-term return expectations. MadamLead/iStock via Getty Images The following segment was excerpted from the Conestoga Micro Cap Composite Q2 2026 Commentary Micro Cap Composite – 2Q26 Top 5 Leaders 1. Twist Bioscience Corp. ( TWST ) TWST develops synthetic DNA products and genomic tools This article was written by Conestoga Capital, CFA 34 Followers Follow We believe that investors can earn a premium return in small capitalization growth equities by identifying higher quality companies that are capable of growing through multiple business cycles. We seek to take advantage of the inefficient discovery process for small companies and other investors’ focus on near-term earnings.