Van Berkom & Associates Inc. 13F 持仓 · 2026年Q2
Van Berkom & Associates 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 67 只证券,申报市值合计 31.03 亿美元。前几大持仓:VCTR(3.32%)、CRL(3.28%)、ENSG(3.22%)。本季前 25 大持仓中:增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCTR | VICTORY CAP HLDGS INC. COM CL A | $102.9M | 3.32% | 1.2M | 减持 |
| 2 | CRL | CHARLES RIVER LABORATORIES | $101.9M | 3.28% | 449,414 | 减持 |
| 3 | ENSG | ENSIGN GROUP INC. | $99.9M | 3.22% | 623,502 | 增持 |
| 4 | LAUR | LAUREATE EDUCATION INC. | $99.1M | 3.19% | 2.7M | 减持 |
| 5 | DOCN | DIGITALOCEAN HLDGS INC. | $96.5M | 3.11% | 614,434 | 减持 |
| 6 | PRVA | PRIVIA HEALTH GROUP INC | $95.5M | 3.08% | 3.7M | 减持 |
| 7 | SNEX | STONEX GROUP INC. | $88.4M | 2.85% | 745,686 | 减持 |
| 8 | FSS | FEDERAL SIGNAL CORP. | $87.6M | 2.82% | 682,045 | 减持 |
| 9 | PNTG | PENNANT GROUP INC. | $87.5M | 2.82% | 2.4M | 减持 |
| 10 | GTES | GATES INDL CORP PLC ORD SHS | $86.9M | 2.80% | 3.1M | 增持 |
| 11 | RLI | RLI CORP. | $83.9M | 2.70% | 1.4M | 增持 |
| 12 | OZK | BANK OZK | $83.6M | 2.69% | 1.6M | 减持 |
| 13 | EEFT | EURONET WORLDWIDE INC. | $82.8M | 2.67% | 1.1M | 减持 |
| 14 | LOPE | GRAND CANYON EDUCATION INC. | $78.0M | 2.51% | 544,863 | 减持 |
| 15 | NMIH | NMI HOLDINGS INC. | $76.4M | 2.46% | 1.9M | 减持 |
| 16 | CHE | CHEMED CORP. | $75.8M | 2.44% | 162,809 | 减持 |
| 17 | AWI | ARMSTRONG WORLD INDS INC. | $74.6M | 2.40% | 464,933 | 增持 |
| 18 | RDNT | RADNET INC. | $73.6M | 2.37% | 1.2M | 增持 |
| 19 | CCC | CCC INTELLIGENT SOLUTIONS HLD | $72.7M | 2.34% | 14.1M | 增持 |
| 20 | SPXC | SPX TECHNOLOGIES INC. | $71.7M | 2.31% | 292,403 | 减持 |
| 21 | TTEK | TETRA TECH INC | $71.3M | 2.30% | 2.5M | 增持 |
| 22 | BV | BRIGHTVIEW HLDGS INC | $71.1M | 2.29% | 5.0M | 减持 |
| 23 | WSC | WILLSCOT HOLDINGS CORPORATION | $70.7M | 2.28% | 2.5M | 减持 |
| 24 | HLNE | HAMILTON LANE INC. | $69.8M | 2.25% | 884,888 | 增持 |
| 25 | FIVN | FIVE9 INC | $66.3M | 2.14% | 3.1M | 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