Bullseye Asset Management LLC 13F 持仓 · 2026年Q2
Bullseye Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 1.97 亿美元。前几大持仓：ZETA（4.57%）、CLH（3.94%）、HNGE（3.83%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZETA | ZETA GLOBAL HLDGS CORP SHS | $9.0M | 4.57% | 456,954 | 增持 |
| 2 | CLH | CLEAN HARBORS INC COM | $7.8M | 3.94% | 25,961 | 增持 |
| 3 | HNGE | HINGE HEALTH INC SHS | $7.5M | 3.83% | 90,716 | 增持 |
| 4 | PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $7.4M | 3.76% | 302,865 | 增持 |
| 5 | RBA | RB GLOBAL INC COM | $6.9M | 3.51% | 59,270 | 增持 |
| 6 | RRR | RED ROCK RESORTS INC CL A | $6.8M | 3.47% | 104,953 | 增持 |
| 7 | NCLH | NORWEGIAN CRUISE LINE HLDGS SHS | $5.9M | 3.01% | 280,170 | 增持 |
| 8 | FSS | FEDERAL SIGNAL CORP COM | $5.8M | 2.96% | 45,257 | 增持 |
| 9 | CDNA | CAREDX INC COM | $5.8M | 2.95% | 203,660 | 减持 |
| 10 | FLS | FLOWSERVE CORP COM | $5.6M | 2.86% | 75,920 | 增持 |
| 11 | DOCN | DIGITALOCEAN HOLDINGS INC SHS | $5.2M | 2.67% | 33,388 | 减持 |
| 12 | FOXF | FOX FACTORY HLDG CORP COM | $4.7M | 2.37% | 275,116 | 增持 |
| 13 | CROX | CROCS INC COM | $4.4M | 2.26% | 36,855 | 增持 |
| 14 | LMRI | LUMEXA IMAGING HLDGS INC SHS | $4.4M | 2.24% | 390,185 | 增持 |
| 15 | CAVA | CAVA GROUP INC SHS | $4.3M | 2.20% | 55,150 | 增持 |
| 16 | HLNE | HAMILTON LANE INC CL A | $4.3M | 2.18% | 54,283 | 增持 |
| 17 | VVX | V2X INC COM | $4.2M | 2.14% | 56,482 | 减持 |
| 18 | GH | GUARDANT HEALTH INC COM | $3.9M | 1.98% | 26,014 | 减持 |
| 19 | ALKT | ALKAMI TECHNOLOGY INC SHS | $3.8M | 1.91% | 207,250 | 增持 |
| 20 | FIVE | FIVE BELOW INC COM | $3.7M | 1.90% | 20,798 | 增持 |
| 21 | MIAX | MIAMI INTERNATIONAL HLDGS SHS | $3.6M | 1.85% | 98,170 | 增持 |
| 22 | AIT | APPLIED INDL TECHNOLOGIES IN COM | $3.5M | 1.80% | 10,444 | 增持 |
| 23 | NTNX | NUTANIX INC CL A | $3.5M | 1.80% | 69,616 | 减持 |
| 24 | CYRX | CRYOPORT INC COM PAR $0.001 | $3.5M | 1.79% | 223,731 | 减持 |
| 25 | BROS | DUTCH BROS INC SHS | $3.5M | 1.78% | 48,645 | 增持 |
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