Pier Capital, LLC 13F 持仓 · 2026年Q2
Pier Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 7.55 亿美元。前几大持仓：ALGM（2.10%）、HXL（2.10%）、ONTO（1.92%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ALGM | Allegro Microsystems Inc | $15.9M | 2.10% | 227,777 | 增持 |
| 2 | HXL | Hexcel Corp | $15.9M | 2.10% | 158,734 | 减持 |
| 3 | ONTO | Onto Innovation Inc | $14.5M | 1.92% | 38,281 | 减持 |
| 4 | SMTC | Semtech Corp | $14.2M | 1.89% | 88,041 | 减持 |
| 5 | CECO | CECO Environmental Corp | $13.8M | 1.83% | 152,071 | 增持 |
| 6 | AIT | Applied Industrial Technologies Inc | $13.4M | 1.78% | 39,709 | 增持 |
| 7 | HRI | Herc Holdings Inc | $12.9M | 1.71% | 90,200 | 增持 |
| 8 | FULT | Fulton Financial Corp | $12.8M | 1.70% | 530,772 | 减持 |
| 9 | ALHC | Alignment Healthcare Inc | $12.6M | 1.66% | 527,462 | 减持 |
| 10 | MIR | Mirion Technologies Inc | $12.5M | 1.65% | 696,047 | 减持 |
| 11 | FROG | JFrog Ltd | $12.0M | 1.59% | 131,860 | 新建仓 |
| 12 | CVLT | Commvault Systems Inc | $11.8M | 1.56% | 82,928 | 减持 |
| 13 | VMI | Valmont Industries Inc | $11.7M | 1.55% | 20,239 | 增持 |
| 14 | ESTA | Establishment Labs Holdings Inc | $11.5M | 1.52% | 133,810 | 增持 |
| 15 | AZZ | AZZ Inc | $10.9M | 1.44% | 70,074 | 增持 |
| 16 | ANGO | AngioDynamics Inc | $10.5M | 1.39% | 806,678 | 增持 |
| 17 | SXT | Sensient Technologies Corp | $10.3M | 1.37% | 83,885 | 增持 |
| 18 | ESE | ESCO Technologies Inc | $10.1M | 1.34% | 28,971 | 减持 |
| 19 | RGEN | Repligen Corp | $10.1M | 1.34% | 74,238 | 增持 |
| 20 | WMS | Advanced Drainage Systems Inc | $10.1M | 1.33% | 64,151 | 增持 |
| 21 | GBCI | Glacier Bancorp Inc | $10.0M | 1.32% | 193,834 | 增持 |
| 22 | BIRK | Birkenstock Holding plc | $9.6M | 1.28% | 224,017 | 增持 |
| 23 | IMAX | IMAX Corp | $9.5M | 1.26% | 237,857 | 减持 |
| 24 | KGS | Kodiak Gas Services Inc | $9.5M | 1.26% | 126,138 | 减持 |
| 25 | SHLS | Shoals Technologies Group Inc | $9.4M | 1.24% | 948,433 | 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