Grandeur Peak Global Advisors, LLC 13F 持仓 · 2026年Q2
Grandeur Peak Global Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 4.32 亿美元。前几大持仓：KAI（15.35%）、MPWR（13.35%）、ITT（8.46%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KAI | KADANT INC | $66.3M | 15.35% | 211,036 | 增持 |
| 2 | MPWR | MONOLITHIC PWR SYS INC | $57.7M | 13.35% | 41,727 | 减持 |
| 3 | ITT | ITT INC | $36.6M | 8.46% | 184,902 | 增持 |
| 4 | NVT | NVENT ELECTRIC PLC | $23.8M | 5.51% | 140,484 | 减持 |
| 5 | TBBB | BBB FOODS INC | $22.6M | 5.24% | 543,399 | 减持 |
| 6 | LFUS | LITTELFUSE INC | $19.1M | 4.41% | 41,857 | 减持 |
| 7 | ATRC | ATRICURE INC | $16.4M | 3.80% | 587,399 | 增持 |
| 8 | LMAT | LEMAITRE VASCULAR INC | $15.5M | 3.58% | 161,010 | 增持 |
| 9 | OLLI | OLLIE'S BARGAIN OUTLET HOLDING | $14.6M | 3.37% | 189,463 | 新建仓 |
| 10 | BELFB | BEL FUSE INC | $10.8M | 2.51% | 32,570 | 减持 |
| 11 | PJT | PJT PARTNERS INC | $8.7M | 2.02% | 57,926 | 增持 |
| 12 | PNTG | PENNANT GROUP INC/THE | $6.6M | 1.54% | 179,802 | 减持 |
| 13 | FROG | JFROG LTD | $6.2M | 1.43% | 67,897 | 减持 |
| 14 | VTMX | VESTA REAL ESTATE CORP | $5.8M | 1.33% | 167,998 | 减持 |
| 15 | FSS | FEDERAL SIGNAL CORP | $5.6M | 1.30% | 43,766 | 增持 |
| 16 | MPTI | M-TRON INDS INC | $5.6M | 1.30% | 56,681 | 增持 |
| 17 | PTRN | PATTERN GROUP INC | $5.4M | 1.25% | 214,926 | 减持 |
| 18 | HLI | HOULIHAN LOKEY INC | $5.3M | 1.24% | 39,863 | 增持 |
| 19 | DG | DOLLAR GEN CORP NEW | $5.3M | 1.23% | 46,026 | 增持 |
| 20 | LOAR | LOAR HOLDINGS INC | $4.8M | 1.12% | 60,027 | 增持 |
| 21 | MWA | MUELLER WATER PRODUCTS INC | $4.5M | 1.05% | 175,070 | 新建仓 |
| 22 | BMI | BADGER METER INC | $4.4M | 1.01% | 29,334 | 增持 |
| 23 | DSGX | DESCARTES SYS GROUP INC | $4.1M | 0.95% | 59,500 | 增持 |
| 24 | LMB | LIMBACH HOLDINGS INC | $3.6M | 0.84% | 47,007 | 新建仓 |
| 25 | RBRK | RUBRIK INC | $3.5M | 0.82% | 44,025 | 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