Advent International, L.P. 13F 持仓 · 2026年Q2
Advent International 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 177.32 亿美元。前几大持仓：INIO（74.69%）、NIQ（8.45%）、OLPX（5.77%）。本季前 25 大持仓中：新建仓 6 只、增持 7 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INIO | INNIO NV | $13.24B | 74.69% | 334.9M | 新建仓 |
| 2 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | $1.50B | 8.45% | 160.3M | 增持 |
| 3 | OLPX | OLAPLEX HLDGS INC | $1.02B | 5.77% | 499.5M | 持平 |
| 4 | LUNR | INTUITIVE MACHINES INC | $491.8M | 2.77% | 23.0M | 新建仓 |
| 5 | WAY | WAYSTAR HLDG CORP | $227.1M | 1.28% | 11.1M | 持平 |
| 6 | CINT | CI&T INC | $165.8M | 0.93% | 49.6M | 持平 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $139.9M | 0.79% | 292,875 | 减持 |
| 8 | NU | NU HLDGS LTD | $109.6M | 0.62% | 8.2M | 增持 |
| 9 | BKR | BAKER HUGHES COMPANY | $88.2M | 0.50% | 1.6M | 增持 |
| 10 | SEI | SOLARIS ENERGY INFRAS INC | $88.1M | 0.50% | 1.1M | 减持 |
| 11 | CRS | CARPENTER TECHNOLOGY CORP | $73.8M | 0.42% | 119,592 | 减持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $73.1M | 0.41% | 125,823 | 减持 |
| 13 | AMZN | AMAZON COM INC | $69.0M | 0.39% | 289,624 | 新建仓 |
| 14 | NCSM | NCS MULTISTAGE HOLDINGS INC | $65.2M | 0.37% | 1.5M | 持平 |
| 15 | AVGO | BROADCOM INC | $58.3M | 0.33% | 154,325 | 新建仓 |
| 16 | DH | DEFINITIVE HEALTHCARE CORP | $51.9M | 0.29% | 62.5M | 持平 |
| 17 | ARES | ARES MANAGEMENT COROPATION | $49.6M | 0.28% | 445,570 | 增持 |
| 18 | SNPS | SYNOPSYS INC | $33.7M | 0.19% | 75,495 | 增持 |
| 19 | VST | VISTRA CORP | $33.0M | 0.19% | 208,130 | 增持 |
| 20 | STEP | STEPSTONE GROUP INC | $28.3M | 0.16% | 683,432 | 增持 |
| 21 | ESE | ESCO TECHNOLOGIES INC | $19.6M | 0.11% | 56,100 | 新建仓 |
| 22 | DT | DYNATRACE INC | $16.6M | 0.09% | 377,751 | 减持 |
| 23 | GPI | GROUP 1 AUTOMOTIVE INC | $15.1M | 0.09% | 51,841 | 减持 |
| 24 | AER | AERCAP HOLDINGS NV | $14.7M | 0.08% | 100,775 | 新建仓 |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $13.2M | 0.07% | 44,305 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR