Lightrock Netherlands B.V. 13F 持仓 · 2026年Q2
Lightrock Netherlands B.V. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 5.06 亿美元。前几大持仓：SPSC（6.92%）、CBT（6.37%）、WTFC（5.39%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPSC | SPS COMM INC | $35.1M | 6.92% | 613,169 | 增持 |
| 2 | CBT | BRUNSWICK CORP | $32.2M | 6.37% | 382,779 | 减持 |
| 3 | WTFC | WINTRUST FINANCIAL CORP | $27.3M | 5.39% | 169,771 | 减持 |
| 4 | JBL | JABIL INC | $22.2M | 4.39% | 57,656 | 减持 |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | $22.2M | 4.38% | 187,512 | 增持 |
| 6 | FSLR | FIRST SOLAR INC | $20.7M | 4.08% | 604,980 | 减持 |
| 7 | RNR | SALLY BEAUTY HOLDINGS INC | $19.0M | 3.74% | 1.3M | 增持 |
| 8 | AYI | ACUITY INC | $17.6M | 3.48% | 46,803 | 增持 |
| 9 | BLKB | BLACKBAUD INC | $17.0M | 3.36% | 573,946 | 新建仓 |
| 10 | ENS | ENCOMPASS HEALTH CORP | $16.8M | 3.32% | 166,406 | 增持 |
| 11 | GMED | GLOBUS MEDICAL INC - A | $16.4M | 3.23% | 207,151 | 减持 |
| 12 | STRA | STRATEGIC EDUCATION INC | $16.1M | 3.18% | 210,155 | 增持 |
| 13 | CUBE | COMPASS MINERALS INTERNATION | $15.9M | 3.14% | 510,117 | 减持 |
| 14 | BC | AVANTOR INC | $14.8M | 2.92% | 1.5M | 增持 |
| 15 | ALGM | ALLEGRO MICROSYSTEMS INC | $14.4M | 2.84% | 206,490 | 减持 |
| 16 | CTRE | CABOT CORP | $14.0M | 2.76% | 154,043 | 减持 |
| 17 | ANF | ABERCROMBIE & FITCH CO-CL A | $13.8M | 2.72% | 153,018 | 增持 |
| 18 | LNN | LINDSAY CORP | $13.7M | 2.70% | 110,615 | 减持 |
| 19 | LITE | LUMENTUM HOLDINGS INC | $13.5M | 2.66% | 15,695 | 减持 |
| 20 | TNC | TENNANT CO | $13.4M | 2.66% | 153,598 | 减持 |
| 21 | PFSI | PENNYMAC FINANCIAL SERVICES | $13.3M | 2.63% | 152,713 | 增持 |
| 22 | MWA | MUELLER WATER PRODUCTS INC-A | $13.2M | 2.60% | 509,933 | 增持 |
| 23 | TROX | TRONOX HOLDINGS PLC | $12.9M | 2.55% | 2.1M | 减持 |
| 24 | WEX | WEX INC | $12.2M | 2.42% | 86,800 | 增持 |
| 25 | TOWN | TOWNE BANK | $12.0M | 2.36% | 329,794 | 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