Bridge City Capital, LLC 13F 持仓 · 2026年Q2
Bridge City Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 4.38 亿美元。前几大持仓：ONTO（3.52%）、KLIC（3.03%）、VPG（2.72%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ONTO | Onto Innovation Inc | $15.4M | 3.52% | 40,798 | 减持 |
| 2 | KLIC | Kulicke & Soffa Industries Inc | $13.3M | 3.03% | 99,331 | 增持 |
| 3 | VPG | Vishay Precision Group Inc | $11.9M | 2.72% | 79,606 | 增持 |
| 4 | ATEN | A10 Networks Inc | $11.1M | 2.53% | 296,239 | 减持 |
| 5 | DIOD | Diodes Inc | $9.5M | 2.16% | 86,531 | 减持 |
| 6 | CCS | Century Communities Inc | $9.4M | 2.15% | 131,480 | 增持 |
| 7 | MOD | Modine Manufacturing Co | $9.1M | 2.08% | 34,203 | 减持 |
| 8 | ADUS | Addus Homecare Corp | $8.6M | 1.96% | 85,445 | 增持 |
| 9 | GBCI | Glacier Bancorp Inc | $8.4M | 1.92% | 163,059 | 减持 |
| 10 | LMAT | Lemaitre Vascular Inc | $8.3M | 1.89% | 86,341 | 增持 |
| 11 | DORM | Dorman Prods Inc | $8.0M | 1.82% | 58,588 | 增持 |
| 12 | PCRX | Pacira Biosciences Inc | $7.9M | 1.81% | 312,297 | 减持 |
| 13 | ACIW | ACI Worldwide Inc | $7.9M | 1.80% | 156,685 | 增持 |
| 14 | CRAI | CRA Intl Inc | $7.7M | 1.75% | 53,810 | 增持 |
| 15 | HRMY | Harmony Biosciences Holdings I | $7.6M | 1.74% | 209,200 | 新建仓 |
| 16 | GMED | Globus Med Inc | $7.5M | 1.71% | 94,939 | 增持 |
| 17 | LSTR | Landstar Systems Inc | $7.4M | 1.69% | 35,867 | 增持 |
| 18 | OSIS | OSI Systems Inc | $7.3M | 1.66% | 33,318 | 增持 |
| 19 | UCTT | Ultra Clean Holdings Inc | $7.3M | 1.66% | 51,065 | 减持 |
| 20 | AMPH | Amphastar Pharmaceuticals Inc | $6.8M | 1.56% | 338,708 | 增持 |
| 21 | SITE | Siteone Landscape Supply Inc | $6.8M | 1.56% | 59,835 | 增持 |
| 22 | IRMD | Iradimed Corp | $6.8M | 1.55% | 71,043 | 减持 |
| 23 | PLUS | ePlus Inc | $6.7M | 1.54% | 81,014 | 增持 |
| 24 | LAD | Lithia Motors Inc | $6.6M | 1.50% | 22,656 | 增持 |
| 25 | WTTR | Select Water Solutions Inc | $6.3M | 1.43% | 313,900 | 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