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 |
|---|---|---|---|---|---|---|---|---|
| ESQ | ESQUIRE FINL HLDGS INC | $3,480.89万 | 0.23% | 292,242 | -51,804 | -15.1% | -$617.04万 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $3,387.73万 | 0.22% | 2,014,110 | 357,276 | 21.6% | $600.94万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $3,366.17万 | 0.22% | 459,922 | -58,832 | -11.3% | -$430.59万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $3,291.76万 | 0.22% | 349,444 | -343,606 | -49.6% | -$3,236.77万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $3,233.88万 | 0.21% | 1,811,699 | -265,332 | -12.8% | -$473.62万 | 减仓 |
| DMC | DEL MONTE CORP | $3,230.04万 | 0.21% | 1,157,304 | -227,657 | -16.4% | -$635.39万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $3,046.75万 | 0.20% | 1,834,289 | 1,834,289 | — | $3,046.75万 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $2,932.65万 | 0.19% | 380,863 | -588,776 | -60.7% | -$4,533.58万 | 减仓 |
| CERT | CERTARA INC | $2,815.73万 | 0.18% | 4,298,825 | -973,341 | -18.5% | -$637.54万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $2,734.40万 | 0.18% | 547,975 | -229,376 | -29.5% | -$1,144.59万 | 减仓 |
| DGII | DIGI INTL INC | $2,647.06万 | 0.17% | 353,177 | -96,889 | -21.5% | -$726.18万 | 减仓 |
| NTSK | NETSKOPE INC | $2,510.69万 | 0.16% | 2,294,959 | 2,294,959 | — | $2,510.69万 | 新建仓 |
| ELMT | ELMET GROUP CO (THE) | $2,407.76万 | 0.16% | 1,219,738 | 1,219,738 | — | $2,407.76万 | 新建仓 |
| AII | AMERICAN INTEGRITY INS GROUP | $2,372.90万 | 0.16% | 1,260,169 | 67,977 | 5.7% | $128.00万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,319.77万 | 0.15% | 368,568 | 368,568 | — | $2,319.77万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $2,270.60万 | 0.15% | 287,054 | -94,527 | -24.8% | -$747.71万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $2,048.62万 | 0.13% | 308,434 | -37,710 | -10.9% | -$250.47万 | 减仓 |
| — | JOURNEY MED CORP | $2,024.12万 | 0.13% | 2,858,930 | 725,560 | 34.0% | $513.70万 | 加仓 |
| EZPW | EZCORP INC | $1,895.76万 | 0.12% | 548,382 | -165,552 | -23.2% | -$572.31万 | 减仓 |
| SHAK | SHAKE SHACK INC | $1,784.92万 | 0.12% | 318,622 | -88,661 | -21.8% | -$496.68万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $1,762.81万 | 0.12% | 232,561 | -461,351 | -66.5% | -$3,497.04万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $1,687.25万 | 0.11% | 3,757,802 | -53,483 | -1.4% | -$24.01万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $1,645.07万 | 0.11% | 3,522,644 | 560,883 | 18.9% | $261.93万 | 加仓 |
| SWIM | LATHAM GROUP INC | $1,633.26万 | 0.11% | 2,524,359 | -47,129 | -1.8% | -$30.49万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $1,604.65万 | 0.11% | 691,360 | 83,680 | 13.8% | $194.22万 | 加仓 |
| ATEN | A10 NETWORKS INC | $1,554.60万 | 0.10% | 416,114 | 416,114 | — | $1,554.60万 | 新建仓 |
| — | OPEN LENDING CORP | $1,515.15万 | 0.10% | 4,871,864 | -2,182,243 | -30.9% | -$678.68万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1,418.36万 | 0.09% | 1,307,247 | -33,669 | -2.5% | -$36.53万 | 减仓 |
| LGIH | LGI HOMES INC | $1,359.38万 | 0.09% | 213,471 | 29,679 | 16.1% | $189.00万 | 加仓 |
| — | SUJA LIFE INC | $1,354.39万 | 0.09% | 1,333,060 | 1,333,060 | — | $1,354.39万 | 新建仓 |
| HLLY | HOLLEY INC | $1,246.19万 | 0.08% | 4,887,038 | 1,269,256 | 35.1% | $323.66万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,236.09万 | 0.08% | 576,266 | 576,266 | — | $1,236.09万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $1,229.61万 | 0.08% | 127,951 | -145,295 | -53.2% | -$1,396.28万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,220.10万 | 0.08% | 312,767 | -391 | -0.1% | -$1.53万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,166.40万 | 0.08% | 45,831 | 45,831 | — | $1,166.40万 | 新建仓 |
| MLAB | MESA LABS INC | $1,151.47万 | 0.08% | 115,668 | 64,435 | 125.8% | $641.45万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $1,149.01万 | 0.08% | 109,922 | -698,090 | -86.4% | -$7,297.13万 | 减仓 |
| GHM | GRAHAM CORP | $1,053.49万 | 0.07% | 85,103 | 659 | 0.8% | $8.16万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $1,042.87万 | 0.07% | 348,437 | 78,209 | 28.9% | $234.08万 | 加仓 |
| AIOT | POWERFLEET INC | $999.24万 | 0.07% | 2,608,977 | 367,248 | 16.4% | $140.66万 | 加仓 |
| CERS | CERUS CORP | $988.10万 | 0.06% | 3,383,899 | -1,897,237 | -35.9% | -$553.99万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $986.49万 | 0.06% | 515,677 | 186,357 | 56.6% | $356.50万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $985.39万 | 0.06% | 443,668 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $932.72万 | 0.06% | 2,018,881 | 459,180 | 29.4% | $212.14万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $921.34万 | 0.06% | 242,585 | 0 | 0.0% | — | 不变 |
| — | OPTEX SYS HLDGS INC | $890.44万 | 0.06% | 634,671 | 236,523 | 59.4% | $331.84万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $885.65万 | 0.06% | 24,670 | 24,670 | — | $885.65万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $849.56万 | 0.06% | 519,608 | 519,608 | — | $849.56万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $844.26万 | 0.06% | 55,195 | 55,195 | — | $844.26万 | 新建仓 |
| — | SMITH DOUGLAS HOMES CORP | $825.52万 | 0.05% | 531,223 | -55,532 | -9.5% | -$86.30万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $808.69万 | 0.05% | 362,642 | 362,642 | — | $808.69万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $806.20万 | 0.05% | 377,435 | 25,631 | 7.3% | $54.75万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $790.51万 | 0.05% | 137,336 | 0 | 0.0% | — | 不变 |
| BOBS | BOBS DISC FURNITURE INC | $763.85万 | 0.05% | 482,835 | 482,835 | — | $763.85万 | 新建仓 |
| — | FINWISE BANCORP | $728.19万 | 0.05% | 502,201 | -99,915 | -16.6% | -$144.88万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $720.17万 | 0.05% | 81,559 | -172,744 | -67.9% | -$1,525.33万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $705.20万 | 0.05% | 433,968 | 257,478 | 145.9% | $418.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $702.74万 | 0.05% | 27,670 | -2,194 | -7.3% | -$55.72万 | 减仓 |
| ONON | ON HLDG AG | $693.65万 | 0.05% | 195,837 | -193 | -0.1% | -$6,836 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $676.26万 | 0.04% | 242,215 | -43,668 | -15.3% | -$121.92万 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $671.91万 | 0.04% | 166,315 | 8,160 | 5.2% | $32.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $671.35万 | 0.04% | 20,510 | -164 | -0.8% | -$5.37万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $666.25万 | 0.04% | 279,349 | -175,687 | -38.6% | -$419.01万 | 减仓 |
| ATRC | ATRICURE INC | $653.62万 | 0.04% | 233,604 | -20,327 | -8.0% | -$56.87万 | 减仓 |
| SITM | SITIME CORP | $649.61万 | 0.04% | 8,713 | -20,384 | -70.1% | -$1,519.75万 | 减仓 |
| C | CITIGROUP INC | $637.80万 | 0.04% | 45,570 | -11,113 | -19.6% | -$155.54万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $609.94万 | 0.04% | 1,930,185 | -13,838,712 | -87.8% | -$4,373.03万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $595.91万 | 0.04% | 44,551 | -142,898 | -76.2% | -$1,911.40万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $585.38万 | 0.04% | 366,781 | -753,623 | -67.3% | -$1,202.78万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $576.51万 | 0.04% | 1,385,843 | 507,527 | 57.8% | $211.13万 | 加仓 |
| USB | US BANCORP | $561.95万 | 0.04% | 93,038 | 1,362 | 1.5% | $8.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $560.54万 | 0.04% | 15,027 | 15,027 | — | $560.54万 | 新建仓 |
| EXC | EXELON CORP | $551.45万 | 0.04% | 118,286 | 7,781 | 7.0% | $36.28万 | 加仓 |
| ING | ING GROEP N.V. | $549.15万 | 0.04% | 175,000 | 0 | 0.0% | — | 不变 |
| — | PUBLIC POL HLDG CO INC | $543.05万 | 0.04% | 728,798 | 125,781 | 20.9% | $93.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $535.12万 | 0.04% | 42,275 | 900 | 2.2% | $11.39万 | 加仓 |
| PATK | PATRICK INDS INC | $527.74万 | 0.03% | 58,781 | -3,311 | -5.3% | -$29.73万 | 减仓 |
| UNP | UNION PAC CORP | $508.56万 | 0.03% | 18,697 | -36 | -0.2% | -$9,792 | 减仓 |
| HEI/A | HEICO CORP NEW | $458.62万 | 0.03% | 17,782 | -20 | -0.1% | -$5,158 | 减仓 |
| SON | SONOCO PRODS CO | $457.38万 | 0.03% | 81,167 | 11,130 | 15.9% | $62.72万 | 加仓 |
| IMTX | IMMATICS N.V | $447.25万 | 0.03% | 441,510 | -23,313 | -5.0% | -$23.62万 | 减仓 |
| NKTX | NKARTA INC | $446.53万 | 0.03% | 1,577,847 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $416.78万 | 0.03% | 77,549 | 183 | 0.2% | $9,835 | 加仓 |
| INTC | INTEL CORP | $415.73万 | 0.03% | 29,774 | -27,376 | -47.9% | -$382.25万 | 减仓 |
| KIM | KIMCO REALTY CORP | $415.06万 | 0.03% | 163,732 | -26,000 | -13.7% | -$65.91万 | 减仓 |
| VICI | VICI PPTYS INC | $410.23万 | 0.03% | 154,511 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $410.02万 | 0.03% | 24,736 | -37 | -0.1% | -$6,133 | 减仓 |
| PVH | PVH CORPORATION | $406.52万 | 0.03% | 54,743 | 51 | 0.1% | $3,787 | 加仓 |
| ULS | UL SOLUTIONS INC | $401.10万 | 0.03% | 39,378 | -6,102 | -13.4% | -$62.15万 | 减仓 |
| CNC | CENTENE CORP DEL | $381.93万 | 0.02% | 59,500 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $365.76万 | 0.02% | 47,950 | 47,950 | — | $365.76万 | 新建仓 |
| DOX | AMDOCS LTD | $364.25万 | 0.02% | 72,072 | 12,315 | 20.6% | $62.24万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $355.55万 | 0.02% | 16,775 | -927 | -5.2% | -$19.65万 | 减仓 |
| BAP | CREDICORP LTD | $346.57万 | 0.02% | 8,896 | 3,535 | 65.9% | $137.72万 | 加仓 |
| ARHS | ARHAUS INC | $344.18万 | 0.02% | 408,759 | -24,154 | -5.6% | -$20.34万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $335.73万 | 0.02% | 92,742 | 92,742 | — | $335.73万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $315.41万 | 0.02% | 74,495 | -5,434 | -6.8% | -$23.01万 | 减仓 |
| T | AT&T INC | $310.50万 | 0.02% | 150,000 | 19,281 | 14.7% | $39.91万 | 加仓 |
| — | LOANDEPOT INC | $287.04万 | 0.02% | 2,296,300 | 609,893 | 36.2% | $76.24万 | 加仓 |
| DG | DOLLAR GEN CORP | $273.94万 | 0.02% | 23,798 | 0 | 0.0% | — | 不变 |