OBERWEIS ASSET MANAGEMENT INC/
LISLE IL · SEC CIK 0000937886
$33.86亿2026Q1 申报市值
180持仓数
26.0%前十大占比 · 第一大 5.9%
22 / 21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
CRDO 加仓+$3,253.35万
DAN 加仓+$2,742.47万
AAOI 加仓+$2,625.06万
DRS 新建仓+$2,001.17万
SUPN 新建仓+$1,991.60万
2026Q1 卖出最多 按季末市值估算
CARG 清仓-$1,988.06万
SXT 清仓-$1,766.26万
GENI 清仓-$1,747.66万
AMBA 减仓-$1,660.97万
FRSH 减仓-$1,603.37万
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 |
|---|---|---|---|---|---|---|---|---|
| AAOI | Applied Optoelectronics Inc. | $1.99亿 | 5.87% | 2,349,969 | 310,328 | 15.2% | $2,625.06万 | 加仓 |
| LITE | Lumentum Hldgs, Inc. | $1.87亿 | 5.53% | 266,222 | -14,708 | -5.2% | -$1,033.62万 | 减仓 |
| CRDO | Credo Technology Group | $9,593.21万 | 2.83% | 1,021,968 | 346,580 | 51.3% | $3,253.35万 | 加仓 |
| DOCN | DigitalOcean Holdings, Inc. | $7,956.14万 | 2.35% | 927,505 | 148,675 | 19.1% | $1,275.33万 | 加仓 |
| SN | SharkNinja, Inc. | $6,353.68万 | 1.88% | 599,970 | 73,660 | 14.0% | $780.06万 | 加仓 |
| NVMI | Nova Ltd. | $5,991.11万 | 1.77% | 137,955 | 24,670 | 21.8% | $1,071.37万 | 加仓 |
| DAN | Dana Inc. | $5,422.70万 | 1.60% | 1,611,500 | 815,000 | 102.3% | $2,742.47万 | 加仓 |
| BTSG | BrightSpring Health Services | $4,938.37万 | 1.46% | 1,158,970 | 250,970 | 27.6% | $1,069.38万 | 加仓 |
| MTSI | Macom Technology Solutions | $4,794.18万 | 1.42% | 215,886 | 36,926 | 20.6% | $820.02万 | 加仓 |
| RMBS | Rambus, Inc | $4,527.90万 | 1.34% | 526,316 | 64,216 | 13.9% | $552.45万 | 加仓 |
| CLH | Clean Harbors, Inc. | $4,139.09万 | 1.22% | 144,355 | 27,485 | 23.5% | $788.08万 | 加仓 |
| SITM | SiTime Corporation | $4,119.37万 | 1.22% | 119,281 | 12,885 | 12.1% | $444.98万 | 加仓 |
| UCTT | Ultra Clean Holdings | $3,982.48万 | 1.18% | 640,476 | 11,976 | 1.9% | $74.47万 | 加仓 |
| ECG | Everus Construction Group | $3,855.05万 | 1.14% | 326,533 | 66,733 | 25.7% | $787.85万 | 加仓 |
| FTDR | Frontdoor, Inc. | $3,795.14万 | 1.12% | 717,960 | 107,100 | 17.5% | $566.13万 | 加仓 |
| CRS | Carpenter Technology Corp. | $3,722.09万 | 1.10% | 94,433 | 11,822 | 14.3% | $465.97万 | 加仓 |
| SKYW | Skywest Inc | $3,604.32万 | 1.06% | 392,499 | 10,279 | 2.7% | $94.39万 | 加仓 |
| LSCC | Lattice Semiconductor Corporat | $3,473.27万 | 1.03% | 374,436 | 59,800 | 19.0% | $554.70万 | 加仓 |
| GMED | Globus Medical, Inc.-A | $3,379.20万 | 1.00% | 392,200 | 122,200 | 45.3% | $1,052.88万 | 加仓 |
| CAMT | Camtek, Ltd. | $3,377.57万 | 1.00% | 222,780 | 3,900 | 1.8% | $59.13万 | 加仓 |
| ARQT | Arcutis Biotherapeutics, Inc. | $3,218.16万 | 0.95% | 1,365,941 | 557,541 | 69.0% | $1,313.57万 | 加仓 |
| FLS | Flowserve Corporation | $3,195.34万 | 0.94% | 434,681 | 24,740 | 6.0% | $181.86万 | 加仓 |
| SIMO | Silicon Motion Techn ADR | $3,172.75万 | 0.94% | 282,550 | 46,250 | 19.6% | $519.34万 | 加仓 |
| LTH | Life Time Holdings, Inc. | $3,126.39万 | 0.92% | 1,160,500 | 101,200 | 9.6% | $272.63万 | 加仓 |
| RSI | Rush Street Interactive, Inc. | $3,120.17万 | 0.92% | 1,434,560 | 22,850 | 1.6% | $49.70万 | 加仓 |
| FCFS | FirstCash Holdings, Inc | $3,114.50万 | 0.92% | 165,665 | 34,365 | 26.2% | $646.06万 | 加仓 |
| FSLY | Fastly, Inc. | $3,112.39万 | 0.92% | 1,071,022 | 381,222 | 55.3% | $1,107.83万 | 加仓 |
| TPC | Tutor Perini Corp. | $3,040.51万 | 0.90% | 393,900 | 6,700 | 1.7% | $51.72万 | 加仓 |
| BROS | Dutch Bros., Inc. | $3,031.97万 | 0.90% | 598,493 | 193,993 | 48.0% | $982.77万 | 加仓 |
| SEI | Solaris Energy Infrastructur | $3,005.70万 | 0.89% | 531,889 | 164,989 | 45.0% | $932.35万 | 加仓 |
| MMSI | Merit Medical System Inc | $2,924.07万 | 0.86% | 424,209 | 155,449 | 57.8% | $1,071.51万 | 加仓 |
| FSS | Federal Signal Corp. | $2,894.19万 | 0.85% | 267,634 | 101,134 | 60.7% | $1,093.66万 | 加仓 |
| AMSC | American Superconductor | $2,876.91万 | 0.85% | 849,900 | 14,000 | 1.7% | $47.39万 | 加仓 |
| MRCY | Mercury Systems, Inc. | $2,850.95万 | 0.84% | 391,023 | -23,017 | -5.6% | -$167.82万 | 减仓 |
| — | Arcosa, Inc. | $2,841.37万 | 0.84% | 267,700 | 46,100 | 20.8% | $489.31万 | 加仓 |
| OSIS | Osi Systems, Inc. | $2,830.15万 | 0.84% | 106,593 | 5,193 | 5.1% | $137.88万 | 加仓 |
| CNR | Core Natural Resources, Inc. | $2,825.62万 | 0.83% | 269,800 | 91,400 | 51.2% | $957.23万 | 加仓 |
| WAY | Waystar Holding Corp. | $2,814.78万 | 0.83% | 1,167,474 | 326,874 | 38.9% | $788.09万 | 加仓 |
| EHC | Encompass Health Corporation | $2,800.19万 | 0.83% | 289,485 | -69,486 | -19.4% | -$672.14万 | 减仓 |
| VCYT | Veracyte, Inc. | $2,705.11万 | 0.80% | 839,834 | 113,094 | 15.6% | $364.28万 | 加仓 |
| AIR | AAR Corp. | $2,683.14万 | 0.79% | 245,125 | -27,575 | -10.1% | -$301.84万 | 减仓 |
| ICUI | ICU Medical, Inc. | $2,630.91万 | 0.78% | 203,710 | 35,670 | 21.2% | $460.68万 | 加仓 |
| LFUS | Littelfuse, Inc. | $2,436.53万 | 0.72% | 71,800 | 9,500 | 15.2% | $322.38万 | 加仓 |
| PRIM | Primoris Services Corp. | $2,375.89万 | 0.70% | 166,100 | 2,800 | 1.7% | $40.05万 | 加仓 |
| RELY | Remitly Global, Inc. | $2,278.89万 | 0.67% | 1,454,300 | 451,500 | 45.0% | $707.50万 | 加仓 |
| G | Genpact Ltd. | $2,260.45万 | 0.67% | 606,832 | 85,230 | 16.3% | $317.48万 | 加仓 |
| AIZ | Assurant, Inc. | $2,228.20万 | 0.66% | 102,300 | 19,300 | 23.3% | $420.37万 | 加仓 |
| BLBD | Blue Bird Corporation | $2,210.48万 | 0.65% | 389,238 | 6,600 | 1.7% | $37.48万 | 加仓 |
| IMAX | Imax Corp. | $2,193.71万 | 0.65% | 577,139 | -75,161 | -11.5% | -$285.69万 | 减仓 |
| LEVI | Levi Strauss & Co. | $2,158.34万 | 0.64% | 1,167,300 | 173,400 | 17.4% | $320.62万 | 加仓 |
| ATEC | Alphatec Hldgs Inc. | $2,076.22万 | 0.61% | 1,908,293 | 907,893 | 90.8% | $987.79万 | 加仓 |
| LASR | nLIGHT Inc. | $2,069.88万 | 0.61% | 363,010 | 6,610 | 1.9% | $37.69万 | 加仓 |
| EYE | National Vision Holdings, Inc. | $2,066.25万 | 0.61% | 797,780 | 13,280 | 1.7% | $34.40万 | 加仓 |
| ABCB | Ameris Bancorp | $2,055.04万 | 0.61% | 263,500 | 107,100 | 68.5% | $835.27万 | 加仓 |
| LIVN | LivaNova Plc | $2,046.00万 | 0.60% | 321,900 | 109,600 | 51.6% | $696.62万 | 加仓 |
| DRS | Leonardo DRS, Inc. | $2,001.17万 | 0.59% | 449,500 | 449,500 | — | $2,001.17万 | 新建仓 |
| URBN | Urban Outfitters, Inc. | $1,994.21万 | 0.59% | 314,792 | 28,392 | 9.9% | $179.86万 | 加仓 |
| SUPN | Indivior Plc | $1,991.60万 | 0.59% | 653,413 | 653,413 | — | $1,991.60万 | 新建仓 |
| LOPE | Grand Canyon Education, Inc. | $1,987.65万 | 0.59% | 116,900 | 17,100 | 17.1% | $290.75万 | 加仓 |
| VISN | Vistance Networks, Inc. | $1,987.46万 | 0.59% | 1,092,012 | 131,100 | 13.6% | $238.60万 | 加仓 |
| MTDR | Matador Resources Company | $1,975.64万 | 0.58% | 312,700 | 58,800 | 23.2% | $371.50万 | 加仓 |
| VIAV | Viavi Solutions, Inc. | $1,974.17万 | 0.58% | 593,200 | 85,100 | 16.7% | $283.21万 | 加仓 |
| CHYM | Chime Financial Inc. | $1,939.55万 | 0.57% | 1,035,530 | 1,035,530 | — | $1,939.55万 | 新建仓 |
| PEGA | Pegasystems Inc. | $1,937.72万 | 0.57% | 455,290 | 30,450 | 7.2% | $129.60万 | 加仓 |
| — | Catalyst Pharmaceuticals, Inc. | $1,932.69万 | 0.57% | 780,570 | 193,600 | 33.0% | $479.35万 | 加仓 |
| QTWO | Q2 Holdings, Inc. | $1,866.60万 | 0.55% | 394,629 | 57,769 | 17.1% | $273.25万 | 加仓 |
| POWL | Powell Industries Inc. | $1,848.17万 | 0.55% | 34,157 | -14,543 | -29.9% | -$786.89万 | 减仓 |
| IRTC | Irhythm Holdings, Inc. | $1,841.16万 | 0.54% | 156,004 | 36,304 | 30.3% | $428.46万 | 加仓 |
| BOX | Box, Inc. | $1,823.87万 | 0.54% | 771,520 | 119,200 | 18.3% | $281.79万 | 加仓 |
| AGX | Argan, Inc | $1,814.86万 | 0.54% | 33,322 | 351 | 1.1% | $19.12万 | 加仓 |
| HNGE | Hinge Health, Inc. | $1,795.99万 | 0.53% | 465,766 | 465,766 | — | $1,795.99万 | 新建仓 |
| NYT | New York Times Co. Cl A | $1,772.15万 | 0.52% | 211,650 | -91,050 | -30.1% | -$762.36万 | 减仓 |
| AEO | American Eagle Outfitters | $1,744.98万 | 0.52% | 1,044,900 | 230,400 | 28.3% | $384.77万 | 加仓 |
| ALHC | Alighnment Healthcare, Inc. | $1,703.15万 | 0.50% | 966,600 | 219,100 | 29.3% | $386.05万 | 加仓 |
| ANIP | ANI Pharmaceuticals, Inc. | $1,702.46万 | 0.50% | 221,386 | 32,556 | 17.2% | $250.36万 | 加仓 |
| NVST | Envista Holdings Corp. | $1,688.12万 | 0.50% | 665,400 | 665,400 | — | $1,688.12万 | 新建仓 |
| WGS | Genedx Holdings Corp. | $1,678.52万 | 0.50% | 261,370 | 62,600 | 31.5% | $402.02万 | 加仓 |
| SPXC | SPX Technologies, Inc. | $1,668.32万 | 0.49% | 83,441 | 6,541 | 8.5% | $130.78万 | 加仓 |
| SHAK | Shake Shack, Inc. | $1,659.43万 | 0.49% | 187,570 | 187,570 | — | $1,659.43万 | 新建仓 |
| CALX | Calix, Inc. | $1,641.31万 | 0.48% | 335,030 | 90,430 | 37.0% | $443.02万 | 加仓 |
| SGHC | Super Group SGHC Ltd. | $1,635.55万 | 0.48% | 1,514,400 | 245,900 | 19.4% | $265.57万 | 加仓 |
| EZPW | EZCorp, Inc. | $1,622.80万 | 0.48% | 639,400 | 11,500 | 1.8% | $29.19万 | 加仓 |
| LMAT | LeMaitre Vascular, Inc. | $1,622.28万 | 0.48% | 148,601 | 32,300 | 27.8% | $352.62万 | 加仓 |
| AEIS | Advanced Energy Industry, Inc. | $1,587.18万 | 0.47% | 49,183 | 9,483 | 23.9% | $306.03万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $1,579.19万 | 0.47% | 352,183 | 86,183 | 32.4% | $386.44万 | 加仓 |
| FN | Fabrinet | $1,578.28万 | 0.47% | 30,263 | 5,063 | 20.1% | $264.05万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals, Ltd. | $1,534.22万 | 0.45% | 318,634 | 5,834 | 1.9% | $28.09万 | 加仓 |
| PAHC | Phibro Animal Health Corp | $1,532.64万 | 0.45% | 277,100 | 67,300 | 32.1% | $372.24万 | 加仓 |
| DIOD | Diodes, Inc. | $1,531.07万 | 0.45% | 224,300 | 72,400 | 47.7% | $494.20万 | 加仓 |
| AMBA | Ambarella, Inc. | $1,519.46万 | 0.45% | 295,185 | -322,675 | -52.2% | -$1,660.97万 | 减仓 |
| MD | Pediatrix Medical Group, Inc. | $1,499.63万 | 0.44% | 701,087 | 141,100 | 25.2% | $301.81万 | 加仓 |
| MGY | Magnolia Oil & Gas Corp. | $1,434.75万 | 0.42% | 454,466 | 78,166 | 20.8% | $246.77万 | 加仓 |
| SKWD | Skyward Specialty Ins Group | $1,428.77万 | 0.42% | 327,100 | 89,600 | 37.7% | $391.37万 | 加仓 |
| HALO | Halozyme Therapeutics, Inc. | $1,421.41万 | 0.42% | 219,930 | 102,350 | 87.0% | $661.49万 | 加仓 |
| LQDA | Liquidia Corp. | $1,404.31万 | 0.41% | 372,100 | 42,900 | 13.0% | $161.90万 | 加仓 |
| ARLO | Arlo Technologies, Inc. | $1,397.81万 | 0.41% | 982,300 | 982,300 | — | $1,397.81万 | 新建仓 |
| HQY | HealthEquity Inc. | $1,392.62万 | 0.41% | 166,641 | 25,061 | 17.7% | $209.43万 | 加仓 |
| PUMP | ProPetro Holding Corp. | $1,391.29万 | 0.41% | 965,500 | 17,600 | 1.9% | $25.36万 | 加仓 |
| ZETA | Zeta Global Holdings Corp. | $1,386.73万 | 0.41% | 871,060 | 104,040 | 13.6% | $165.63万 | 加仓 |
| MIR | Mirion Technologies, Inc. | $1,383.59万 | 0.41% | 744,267 | 136,467 | 22.5% | $253.69万 | 加仓 |