WASATCH ADVISORS LP
SALT LAKE CITY UT · SEC CIK 0000814133
$152.81亿2026Q2 申报市值
219持仓数
23.6%前十大占比 · 第一大 4.7%
24 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNEX 新建仓+$1.40亿
PLPC 加仓+$1.09亿
OLLI 加仓+$1.05亿
CTS 加仓+$1.05亿
PJT 加仓+$9,866.72万
2026Q2 卖出最多 按季末市值估算
ECG 减仓-$3.02亿
FN 减仓-$2.59亿
NVMI 减仓-$1.85亿
NPO 减仓-$1.73亿
SXI 减仓-$1.68亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PAY | PAYMENTUS HOLDINGS INC | $1.50亿 | 0.98% | 6,188,196 | -1,708,700 | -21.6% | -$4,128.22万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $1.55亿 | 1.01% | 377,367 | 264,478 | 234.3% | $1.09亿 | 加仓 |
| BELFB | BEL FUSE INC | $1.63亿 | 1.07% | 489,414 | 10,705 | 2.2% | $356.52万 | 加仓 |
| FRPT | FRESHPET INC | $1.67亿 | 1.09% | 2,819,293 | -1,322,144 | -31.9% | -$7,816.52万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $1.67亿 | 1.09% | 477,687 | 189,433 | 65.7% | $6,630.91万 | 加仓 |
| NPO | ENPRO INC | $1.69亿 | 1.11% | 449,599 | -460,283 | -50.6% | -$1.73亿 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.70亿 | 1.11% | 1,510,496 | 776,169 | 105.7% | $8,750.53万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1.75亿 | 1.15% | 1,365,316 | -141,172 | -9.4% | -$1,813.92万 | 减仓 |
| TBBB | BBB FOODS INC | $1.77亿 | 1.16% | 4,239,474 | 139,649 | 3.4% | $581.92万 | 加仓 |
| BCPC | BALCHEM CORP | $1.78亿 | 1.16% | 1,050,780 | -372,644 | -26.2% | -$6,295.82万 | 减仓 |
| XPEL | XPEL INC | $1.81亿 | 1.18% | 3,650,489 | -194,085 | -5.0% | -$962.66万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $1.81亿 | 1.19% | 683,262 | -94,051 | -12.1% | -$2,493.57万 | 减仓 |
| TREX | TREX INC | $1.88亿 | 1.23% | 3,757,238 | 220,488 | 6.2% | $1,103.32万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $1.93亿 | 1.26% | 693,036 | -180,623 | -20.7% | -$5,026.74万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1.99亿 | 1.30% | 1,196,538 | -1,820,711 | -60.3% | -$3.02亿 | 减仓 |
| MELI | MERCADOLIBRE INC | $2.05亿 | 1.34% | 120,943 | -1,980 | -1.6% | -$336.08万 | 减仓 |
| RBC | RBC BEARINGS INC | $2.07亿 | 1.36% | 322,076 | -253,890 | -44.1% | -$1.64亿 | 减仓 |
| MC | MOELIS & CO | $2.12亿 | 1.39% | 3,246,593 | -496,031 | -13.3% | -$3,245.03万 | 减仓 |
| RLI | RLI CORP | $2.14亿 | 1.40% | 3,631,273 | 1,051,318 | 40.7% | $6,210.14万 | 加仓 |
| RGEN | REPLIGEN CORP | $2.17亿 | 1.42% | 1,590,251 | 346,720 | 27.9% | $4,730.65万 | 加仓 |
| PJT | PJT PARTNERS INC | $2.23亿 | 1.46% | 1,478,222 | 653,685 | 79.3% | $9,866.72万 | 加仓 |
| CTS | CTS CORP | $2.35亿 | 1.54% | 3,599,707 | 1,605,778 | 80.5% | $1.05亿 | 加仓 |
| VVV | VALVOLINE INC | $2.40亿 | 1.57% | 6,074,830 | -1,921,179 | -24.0% | -$7,596.34万 | 减仓 |
| SKY | CHAMPION HOMES INC | $2.42亿 | 1.58% | 2,747,516 | 10,749 | 0.4% | $94.72万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.45亿 | 1.60% | 4,695,376 | -1,431,022 | -23.4% | -$7,454.19万 | 减仓 |
| FROG | JFROG LTD | $2.61亿 | 1.71% | 2,871,348 | -1,284,685 | -30.9% | -$1.17亿 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $2.61亿 | 1.71% | 3,241,786 | -267,228 | -7.6% | -$2,154.12万 | 减仓 |
| KAI | KADANT INC | $2.73亿 | 1.79% | 868,696 | -169,852 | -16.4% | -$5,337.26万 | 减仓 |
| NVMI | NOVA LTD | $2.78亿 | 1.82% | 512,690 | -339,951 | -39.9% | -$1.85亿 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $2.87亿 | 1.88% | 8,275,194 | 1,816,606 | 28.1% | $6,309.07万 | 加仓 |
| AAON | AAON INC | $2.97亿 | 1.94% | 2,338,517 | 70,399 | 3.1% | $893.08万 | 加仓 |
| SXI | STANDEX INTL CORP | $3.03亿 | 1.98% | 846,255 | -470,971 | -35.8% | -$1.68亿 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $3.35亿 | 2.19% | 4,362,067 | 1,371,744 | 45.9% | $1.05亿 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3.37亿 | 2.21% | 636,595 | -137,336 | -17.7% | -$7,273.18万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $3.42亿 | 2.24% | 3,531,594 | 949,374 | 36.8% | $9,206.08万 | 加仓 |
| CAMT | CAMTEK LTD | $3.46亿 | 2.27% | 2,121,920 | -606,398 | -22.2% | -$9,891.56万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $3.65亿 | 2.39% | 2,278,324 | 220,329 | 10.7% | $3,531.87万 | 加仓 |
| HQY | HEALTHEQUITY INC | $7.19亿 | 4.71% | 7,960,735 | 757,801 | 10.5% | $6,844.46万 | 加仓 |