WASATCH ADVISORS LP
SALT LAKE CITY UT · SEC CIK 0000814133
$150.59亿2026Q1 申报市值
213持仓数
25.5%前十大占比 · 第一大 4.0%
15 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RGEN 新建仓+$1.47亿
SKY 加仓+$1.40亿
FROG 加仓+$1.27亿
ECG 加仓+$1.01亿
ESE 新建仓+$8,110.60万
2026Q1 卖出最多 按季末市值估算
RBC 减仓-$2.32亿
NVMI 减仓-$2.11亿
CLEARWATER ANALY 清仓-$2.03亿
MOD 清仓-$1.75亿
ENSG 减仓-$1.57亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $730.00万 | 0.05% | 29,864 | 0 | 0.0% | — | 不变 |
| — | SMITH DOUGLAS HOMES CORP | $751.05万 | 0.05% | 586,755 | -663,102 | -53.1% | -$848.77万 | 减仓 |
| MRX | MAREX GROUP PLC | $762.80万 | 0.05% | 171,109 | 140,117 | 452.1% | $624.64万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $778.94万 | 0.05% | 2,961,761 | -1,383,157 | -31.8% | -$363.77万 | 减仓 |
| — | PUBLIC POL HLDG CO INC | $780.01万 | 0.05% | 603,017 | 603,017 | — | $780.01万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $786.63万 | 0.05% | 351,804 | 108,917 | 44.8% | $243.54万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $804.37万 | 0.05% | 443,668 | 36,708 | 9.0% | $66.55万 | 加仓 |
| — | OPEN LENDING CORP | $881.76万 | 0.06% | 7,054,107 | 716,509 | 11.3% | $89.56万 | 加仓 |
| — | FINWISE BANCORP | $954.96万 | 0.06% | 602,116 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $955.54万 | 0.06% | 242,585 | 23,472 | 10.7% | $92.46万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $958.47万 | 0.06% | 137,336 | 10,978 | 8.7% | $76.62万 | 加仓 |
| CERS | CERUS CORP | $961.17万 | 0.06% | 5,281,136 | -181,480 | -3.3% | -$33.03万 | 减仓 |
| — | JOURNEY MED CORP | $1,000.55万 | 0.07% | 2,133,370 | 817,095 | 62.1% | $383.22万 | 加仓 |
| SITM | SITIME CORP | $1,004.86万 | 0.07% | 29,097 | -5,515 | -15.9% | -$190.46万 | 减仓 |
| ARCB | ARCBEST CORP | $1,008.93万 | 0.07% | 102,575 | -12,503 | -10.9% | -$122.98万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,019.02万 | 0.07% | 313,158 | 147,752 | 89.3% | $480.78万 | 加仓 |
| HLLY | HOLLEY INC | $1,110.66万 | 0.07% | 3,617,782 | -61,730 | -1.7% | -$18.95万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $1,117.11万 | 0.07% | 455,036 | -82,205 | -15.3% | -$201.81万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $1,204.42万 | 0.08% | 607,680 | -516,960 | -46.0% | -$1,024.61万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $1,227.23万 | 0.08% | 3,811,285 | 2,154,279 | 130.0% | $693.68万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,231.91万 | 0.08% | 187,449 | -83,792 | -30.9% | -$550.68万 | 减仓 |
| SWIM | LATHAM GROUP INC | $1,380.89万 | 0.09% | 2,571,488 | -198,206 | -7.2% | -$106.44万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $1,396.80万 | 0.09% | 319,781 | 63,399 | 24.7% | $276.93万 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1,489.76万 | 0.10% | 1,340,916 | 9,247 | 0.7% | $10.27万 | 加仓 |
| CHEF | CHEFS WHSE INC | $1,624.45万 | 0.11% | 273,246 | 47,243 | 20.9% | $280.86万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $1,660.81万 | 0.11% | 507,737 | -14,583 | -2.8% | -$47.70万 | 减仓 |
| FLO | FLOWERS FOODS INC | $1,710.66万 | 0.11% | 2,098,967 | -1,114 | -0.1% | -$9,079 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $1,805.95万 | 0.12% | 1,656,834 | -610,873 | -26.9% | -$665.85万 | 减仓 |
| EZPW | EZCORP INC | $1,811.96万 | 0.12% | 713,934 | -979,181 | -57.8% | -$2,485.16万 | 减仓 |
| — | HAYMAKER ACQUISITION CORP IV | $1,932.28万 | 0.13% | 1,674,418 | 1,674,418 | — | $1,932.28万 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $2,034.65万 | 0.14% | 1,120,404 | -42,135 | -3.6% | -$76.52万 | 减仓 |
| DGII | DIGI INTL INC | $2,169.32万 | 0.14% | 450,066 | -31,863 | -6.6% | -$153.58万 | 减仓 |
| AII | AMERICAN INTEGRITY INS GROUP | $2,298.55万 | 0.15% | 1,192,192 | 331,766 | 38.6% | $639.64万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $2,312.17万 | 0.15% | 569,080 | -141,684 | -19.9% | -$575.66万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $2,349.59万 | 0.16% | 693,912 | -319,926 | -31.6% | -$1,083.27万 | 减仓 |
| CPA | COPA HOLDINGS SA | $2,472.70万 | 0.16% | 217,648 | -237,075 | -52.1% | -$2,693.41万 | 减仓 |
| VITL | VITAL FARMS INC | $2,729.56万 | 0.18% | 1,933,119 | -754,127 | -28.1% | -$1,064.83万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $2,748.29万 | 0.18% | 693,050 | 9,064 | 1.3% | $35.94万 | 加仓 |
| BLLN | BILLIONTOONE INC | $2,917.92万 | 0.19% | 369,638 | 369,638 | — | $2,917.92万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $2,921.38万 | 0.19% | 381,581 | 120,110 | 45.9% | $919.56万 | 加仓 |
| CERT | CERTARA INC | $3,005.13万 | 0.20% | 5,272,166 | -11,950,915 | -69.4% | -$6,812.02万 | 减仓 |
| PTRN | PATTERN GROUP INC | $3,035.90万 | 0.20% | 2,442,394 | 436,870 | 21.8% | $543.03万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $3,056.47万 | 0.20% | 112,889 | 112,889 | — | $3,056.47万 | 新建仓 |
| RDVT | RED VIOLET INC | $3,154.26万 | 0.21% | 911,636 | 110,421 | 13.8% | $382.06万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $3,162.26万 | 0.21% | 777,351 | -338,428 | -30.3% | -$1,376.73万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $3,186.17万 | 0.21% | 2,077,031 | -688,617 | -24.9% | -$1,056.34万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $3,208.94万 | 0.21% | 1,994,367 | -4,070,583 | -67.1% | -$6,549.57万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $3,300.42万 | 0.22% | 519,015 | -712 | -0.1% | -$4.53万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $3,441.02万 | 0.23% | 346,144 | 14,296 | 4.3% | $142.12万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $3,442.97万 | 0.23% | 518,754 | -218,927 | -29.7% | -$1,453.02万 | 减仓 |
| SHAK | SHAKE SHACK INC | $3,603.23万 | 0.24% | 407,283 | 57,612 | 16.5% | $509.69万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3,698.49万 | 0.25% | 344,046 | -16,534 | -4.6% | -$177.74万 | 减仓 |
| OSK | OSHKOSH CORP | $3,837.56万 | 0.25% | 260,686 | -177,781 | -40.5% | -$2,617.11万 | 减仓 |
| SCSC | SCANSOURCE INC | $3,992.97万 | 0.27% | 1,099,992 | -3,999 | -0.4% | -$14.52万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $4,021.33万 | 0.27% | 552,153 | 70,298 | 14.6% | $511.98万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $4,200.68万 | 0.28% | 2,899,021 | 683,116 | 30.8% | $989.84万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $4,320.68万 | 0.29% | 15,768,897 | 6,323,138 | 66.9% | $1,732.54万 | 加仓 |
| PNTG | PENNANT GROUP INC | $4,324.16万 | 0.29% | 1,418,687 | 835,227 | 143.2% | $2,545.77万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $4,386.07万 | 0.29% | 2,050,524 | 2,050,524 | — | $4,386.07万 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $4,398.45万 | 0.29% | 921,720 | 4,264 | 0.5% | $20.35万 | 加仓 |
| BROS | DUTCH BROS INC | $4,467.22万 | 0.30% | 881,805 | 56,891 | 6.9% | $288.21万 | 加仓 |
| ADT | ADT INC DEL | $4,629.01万 | 0.31% | 7,045,676 | -8,485 | -0.1% | -$5.57万 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $4,700.33万 | 0.31% | 3,393,739 | -536,329 | -13.6% | -$742.82万 | 减仓 |
| EPR | EPR PPTYS | $4,863.30万 | 0.32% | 973,439 | 973,439 | — | $4,863.30万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $5,170.38万 | 0.34% | 799,008 | 208,823 | 35.4% | $1,351.29万 | 加仓 |
| AX | AXOS FINANCIAL INC | $5,244.79万 | 0.35% | 616,381 | -1,330 | -0.2% | -$11.32万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $5,376.38万 | 0.36% | 316,202 | -166,982 | -34.6% | -$2,839.19万 | 减仓 |
| GVA | GRANITE CONSTR INC | $5,389.67万 | 0.36% | 449,589 | -217,526 | -32.6% | -$2,607.70万 | 减仓 |
| FTDR | FRONTDOOR INC | $5,461.18万 | 0.36% | 1,033,141 | -79,329 | -7.1% | -$419.33万 | 减仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $5,575.85万 | 0.37% | 1,384,961 | -400,348 | -22.4% | -$1,611.80万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $5,718.82万 | 0.38% | 1,571,535 | -87,801 | -5.3% | -$319.51万 | 减仓 |
| ALG | ALAMO GROUP INC | $6,122.00万 | 0.41% | 371,098 | 16,019 | 4.5% | $264.27万 | 加仓 |
| AXGN | AXOGEN INC | $6,153.40万 | 0.41% | 1,857,350 | 933,778 | 101.1% | $3,093.61万 | 加仓 |
| WHD | CACTUS INC | $6,392.20万 | 0.42% | 1,349,420 | 595,562 | 79.0% | $2,821.18万 | 加仓 |
| AGYS | AGILYSYS INC | $6,784.84万 | 0.45% | 953,730 | 236,373 | 33.0% | $1,681.56万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $7,143.38万 | 0.47% | 1,978,776 | 223,893 | 12.8% | $808.25万 | 加仓 |
| HWKN | HAWKINS INC | $7,214.16万 | 0.48% | 469,672 | -82,747 | -15.0% | -$1,270.99万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $7,568.03万 | 0.50% | 969,639 | -27,755 | -2.8% | -$216.63万 | 减仓 |
| ICFI | ICF INTL INC | $7,670.60万 | 0.51% | 1,174,850 | -1,429,766 | -54.9% | -$9,334.94万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $7,721.58万 | 0.51% | 5,426,267 | 103,782 | 1.9% | $147.68万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $8,110.60万 | 0.54% | 288,254 | 288,254 | — | $8,110.60万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $8,127.18万 | 0.54% | 867,825 | -39,676 | -4.4% | -$371.57万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $8,596.03万 | 0.57% | 734,327 | -198,978 | -21.3% | -$2,329.24万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $8,724.89万 | 0.58% | 2,339,741 | 914,402 | 64.2% | $3,409.81万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $8,729.76万 | 0.58% | 808,012 | -33,975 | -4.0% | -$367.07万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $8,853.87万 | 0.59% | 633,641 | -121,065 | -16.0% | -$1,691.64万 | 减仓 |
| WING | WINGSTOP INC | $8,865.55万 | 0.59% | 572,082 | 212,730 | 59.2% | $3,296.68万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $9,294.52万 | 0.62% | 836,440 | 229,402 | 37.8% | $2,549.12万 | 加仓 |
| BELFB | BEL FUSE INC | $9,477.48万 | 0.63% | 478,709 | 68,222 | 16.6% | $1,350.66万 | 加仓 |
| CTS | CTS CORP | $9,523.00万 | 0.63% | 1,993,929 | -268,519 | -11.9% | -$1,282.45万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $9,778.64万 | 0.65% | 2,292,227 | 559,087 | 32.3% | $2,385.07万 | 加仓 |
| PJT | PJT PARTNERS INC | $1.15亿 | 0.77% | 824,537 | 237,428 | 40.4% | $3,317.34万 | 加仓 |
| NOVT | NOVANTA INC | $1.18亿 | 0.78% | 996,645 | 351,863 | 54.6% | $4,155.85万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.20亿 | 0.80% | 801,489 | 179,945 | 29.0% | $2,691.26万 | 加仓 |
| INTR | INTER & CO INC | $1.21亿 | 0.80% | 15,168,620 | -216,519 | -1.4% | -$172.35万 | 减仓 |
| TREX | TREX INC | $1.29亿 | 0.86% | 3,536,750 | -64,713 | -1.8% | -$235.68万 | 减仓 |
| CNS | COHEN & STEERS INC | $1.31亿 | 0.87% | 2,097,509 | 96,105 | 4.8% | $601.14万 | 加仓 |
| SE | SEA LTD | $1.34亿 | 0.89% | 1,622,897 | 162,143 | 11.1% | $1,342.71万 | 加仓 |
| NU | NU HLDGS LTD | $1.44亿 | 0.96% | 10,051,556 | -155,099 | -1.5% | -$222.88万 | 减仓 |
| TBBB | BBB FOODS INC | $1.45亿 | 0.96% | 4,099,825 | 690,544 | 20.3% | $2,442.45万 | 加仓 |