Thb Asset Management 13F 持仓 · 最近申报 2020年Q4
Thb Asset Management 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 154 只证券，申报市值合计 4.40 亿美元。前几大持仓：GES（2.95%）、TPICQ（2.58%）、BUSE（2.52%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GES | GUESS INC | $13.0M | 2.95% | 574,598 | 减持 |
| 2 | TPICQ | TPI COMPOSITES INC | $11.4M | 2.58% | 215,392 | 减持 |
| 3 | BUSE | FIRST BUSEY CORP | $11.1M | 2.52% | 514,112 | 增持 |
| 4 | PAR | PAR TECHNOLOGY CORP | $9.5M | 2.15% | 150,690 | 减持 |
| 5 | PRFT | PERFICIENT INC | $9.1M | 2.07% | 191,618 | 减持 |
| 6 | BJRI | BJS RESTAURANTS | $9.0M | 2.04% | 233,547 | 减持 |
| 7 | HY | HYSTER YALE MATERIALS | $8.8M | 2.01% | 148,495 | 增持 |
| 8 | REGI | RENEWABLE ENERGY GROUP INC | $8.4M | 1.91% | 118,975 | 减持 |
| 9 | PLUS | EPLUS INC | $7.7M | 1.76% | 88,065 | 减持 |
| 10 | JYNT | JOINT CORP | $7.4M | 1.67% | 280,694 | 减持 |
| 11 | BLFS | BIOLIFE SOLUTIONS INC | $7.2M | 1.63% | 180,056 | 减持 |
| 12 | UPLD | UPLAND SOFTWARE INC | $6.8M | 1.54% | 147,913 | 减持 |
| 13 | UCTT | ULTRA CLEAN HOLDINGS | $6.6M | 1.50% | 212,491 | 减持 |
| 14 | CLNE | CLEAN ENERGY FLS | $6.4M | 1.46% | 819,310 | 新建仓 |
| 15 | SKYW | SKYWEST INC | $6.4M | 1.44% | 157,706 | 增持 |
| 16 | CAKE | CHEESECAKE FACT | $6.3M | 1.43% | 169,513 | 减持 |
| 17 | SNBRQ | SLEEP NUMBER CORP | $6.3M | 1.43% | 76,755 | 减持 |
| 18 | BOOT | BOOT BARN HOLDINGS INC | $6.3M | 1.42% | 144,167 | 减持 |
| 19 | CCS | CENTURY COMMUNITIES INC | $5.8M | 1.33% | 133,463 | 减持 |
| 20 | LMAT | LEMAITRE VASCULAR INC | $5.8M | 1.32% | 143,886 | 减持 |
| 21 | SONO | SONOS INC | $5.7M | 1.29% | 242,027 | 减持 |
| 22 | KOP | KOPPERS HLDGS | $5.6M | 1.28% | 181,227 | 减持 |
| 23 | OSBC | OLD SECOND BANCORP INC | $5.2M | 1.19% | 518,812 | 减持 |
| 24 | USCR | US CONCRETE INC | $5.2M | 1.19% | 130,593 | 增持 |
| 25 | CIR | CIRCOR INTL | $5.1M | 1.16% | 133,360 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
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