Wasatch Advisors LP 13F 持仓 · 2026年Q2
Wasatch Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 219 只证券，申报市值合计 152.81 亿美元。前几大持仓：HQY（4.71%）、ENSG（2.39%）、CAMT（2.27%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HQY | HEALTHEQUITY INC | $719.0M | 4.71% | 8.0M | 增持 |
| 2 | ENSG | ENSIGN GROUP INC | $365.2M | 2.39% | 2.3M | 增持 |
| 3 | CAMT | CAMTEK LTD | $346.1M | 2.27% | 2.1M | 减持 |
| 4 | CWST | CASELLA WASTE SYS INC | $342.5M | 2.24% | 3.5M | 增持 |
| 5 | MEDP | MEDPACE HLDGS INC | $337.1M | 2.21% | 636,595 | 减持 |
| 6 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $335.4M | 2.19% | 4.4M | 增持 |
| 7 | SXI | STANDEX INTL CORP | $302.7M | 1.98% | 846,255 | 减持 |
| 8 | AAON | AAON INC | $296.7M | 1.94% | 2.3M | 增持 |
| 9 | GLBE | GLOBAL E ONLINE LTD | $287.4M | 1.88% | 8.3M | 增持 |
| 10 | NVMI | NOVA LTD | $278.4M | 1.82% | 512,690 | 减持 |
| 11 | KAI | KADANT INC | $273.0M | 1.79% | 868,696 | 减持 |
| 12 | FROG | JFROG LTD | $260.9M | 1.71% | 2.9M | 减持 |
| 13 | LOAR | LOAR HOLDINGS INC | $261.3M | 1.71% | 3.2M | 减持 |
| 14 | OZK | BANK OZK LITTLE ROCK ARK | $244.6M | 1.60% | 4.7M | 减持 |
| 15 | SKY | CHAMPION HOMES INC | $242.1M | 1.58% | 2.7M | 增持 |
| 16 | VVV | VALVOLINE INC | $240.2M | 1.57% | 6.1M | 减持 |
| 17 | CTS | CTS CORP | $234.7M | 1.54% | 3.6M | 增持 |
| 18 | PJT | PJT PARTNERS INC | $223.1M | 1.46% | 1.5M | 增持 |
| 19 | RGEN | REPLIGEN CORP | $217.0M | 1.42% | 1.6M | 增持 |
| 20 | RLI | RLI CORP | $214.5M | 1.40% | 3.6M | 增持 |
| 21 | MC | MOELIS & CO | $212.4M | 1.39% | 3.2M | 减持 |
| 22 | RBC | RBC BEARINGS INC | $207.4M | 1.36% | 322,076 | 减持 |
| 23 | MELI | MERCADOLIBRE INC | $205.3M | 1.34% | 120,943 | 减持 |
| 24 | ECG | EVERUS CONSTR GROUP | $198.6M | 1.30% | 1.2M | 减持 |
| 25 | CSW | CSW INDUSTRIALS INC | $192.9M | 1.26% | 693,036 | 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