THOMPSON INVESTMENT MANAGEMENT, INC.
MADISON WI · SEC CIK 0001277279
$8.72亿2026Q2 申报市值
504持仓数
23.6%前十大占比 · 第一大 5.4%
19 / 15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
WDAY 新建仓+$706.41万
CHWY 加仓+$577.52万
IQV 新建仓+$560.74万
NFLX 加仓+$533.69万
LKQ 加仓+$368.77万
2026Q2 卖出最多 按季末市值估算
WARNER BROTHERS 减仓-$1,325.09万
MRVL 减仓-$765.58万
NTRS 减仓-$640.31万
IFNNY 减仓-$442.55万
COHR 减仓-$425.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SPCE | VIRGIN GALACTIC HOLDINGS INC C | $23 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC COM | $14 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP | $0 | 0.00% | 0 | -2,704 | -100.0% | -$11.37万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -1,135 | -100.0% | -$6.47万 | 清仓 |
| IBM | I B M | $0 | 0.00% | 0 | -150 | -100.0% | -$3.64万 | 清仓 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $0 | 0.00% | 0 | -92 | -100.0% | -$1.18万 | 清仓 |
| OII | OCEANEERING INTL INC COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3,724 | 清仓 |
| FE | FIRSTENERGY CORP COM | $0 | 0.00% | 0 | -50 | -100.0% | -$2,533 | 清仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD | $0 | 0.00% | 0 | -642 | -100.0% | -$2,343 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -132 | -100.0% | -$1,973 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,802 | 清仓 |
| INMD | INMODE LTD SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$1,368 | 清仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | -60 | -100.0% | -$1,297 | 清仓 |
| XYZ | BLOCK INC. | $0 | 0.00% | 0 | -8 | -100.0% | -$481 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -30 | -100.0% | -$394 | 清仓 |
| NIO | NIO INC SPON ADS | $0 | 0.00% | 0 | -50 | -100.0% | -$301 | 清仓 |
| — | BRAND HOUSE COLLECTIVE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$93 | 清仓 |
| — | Sycamore Partners DAP Right | $0 | 0.00% | 703,162 | 2,185 | 0.3% | — | 加仓 |
| — | ACCESS POWER & CO INC | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |