Aurora Investment Counsel 13F 持仓 · 2026年Q2
Aurora Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 1.94 亿美元。前几大持仓：ZTO（1.67%）、DORM（1.63%）、TILE（1.57%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | $3.2M | 1.67% | 144,891 | 减持 |
| 2 | DORM | DORMAN PRODS INC | $3.2M | 1.63% | 23,165 | 减持 |
| 3 | TILE | INTERFACE INC | $3.0M | 1.57% | 84,917 | 新建仓 |
| 4 | BKNG | BOOKING HOLDINGS INC | $2.9M | 1.49% | 16,258 | 增持 |
| 5 | CART | MAPLEBEAR INC | $2.9M | 1.49% | 60,989 | 减持 |
| 6 | ELF | E L F BEAUTY INC | $2.9M | 1.48% | 38,751 | 新建仓 |
| 7 | ALLE | ALLEGION PLC | $2.8M | 1.46% | 20,249 | 新建仓 |
| 8 | URBN | URBAN OUTFITTERS INC | $2.8M | 1.42% | 38,919 | 增持 |
| 9 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $2.7M | 1.40% | 91,448 | 减持 |
| 10 | PRMB | PRIMO BRANDS CORPORATION | $2.7M | 1.40% | 111,049 | 减持 |
| 11 | LYFT | LYFT INC | $2.7M | 1.37% | 181,830 | 新建仓 |
| 12 | WTRG | ESSENTIAL UTILS INC | $2.6M | 1.35% | 68,633 | 减持 |
| 13 | AMP | AMERIPRISE FINL INC | $2.6M | 1.34% | 5,672 | 减持 |
| 14 | QLYS | QUALYS INC | $2.6M | 1.32% | 18,653 | 减持 |
| 15 | SO | SOUTHERN CO | $2.6M | 1.32% | 26,807 | 减持 |
| 16 | VCTR | VICTORY CAP HLDGS INC DEL | $2.5M | 1.30% | 30,082 | 减持 |
| 17 | NDAQ | NASDAQ INC | $2.5M | 1.29% | 31,708 | 增持 |
| 18 | BIRK | BIRKENSTOCK HOLDING PLC | $2.5M | 1.28% | 57,846 | 减持 |
| 19 | EXTR | EXTREME NETWORKS INC | $2.5M | 1.26% | 75,864 | 减持 |
| 20 | DPZ | DOMINOS PIZZA INC | $2.4M | 1.24% | 8,123 | 新建仓 |
| 21 | AZN | ASTRAZENECA PLC | $2.4M | 1.23% | 12,616 | 减持 |
| 22 | HRMY | HARMONY BIOSCIENCES HLDGS IN | $2.4M | 1.22% | 65,148 | 增持 |
| 23 | KNSL | KINSALE CAP GROUP INC | $2.4M | 1.21% | 7,130 | 减持 |
| 24 | DXCM | DEXCOM INC | $2.3M | 1.20% | 34,744 | 减持 |
| 25 | PAGS | PAGSEGURO DIGITAL LTD | $2.3M | 1.20% | 258,667 | 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