Global Alpha Capital Management Ltd.
MONTREAL A8 · SEC CIK 0001584691
$16.69亿2026Q2 申报市值
48持仓数
44.4%前十大占比 · 第一大 8.9%
2 / 8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
DOCU 新建仓+$2,993.85万
SAM 加仓+$2,125.10万
COLD 加仓+$1,885.32万
CVLT 加仓+$1,785.83万
SEDG 加仓+$1,773.50万
2026Q2 卖出最多 按季末市值估算
SANM 减仓-$7,749.94万
ORA 减仓-$4,702.45万
ACIW 清仓-$3,755.14万
WTFC 清仓-$3,256.48万
CAE 清仓-$3,146.38万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ORA | ORMAT TECHNOLOGIES INC | $1.48亿 | 8.88% | 1,359,802 | -431,546 | -24.1% | -$4,702.45万 | 减仓 |
| UMBF | UMB FINL CORP | $9,855.08万 | 5.90% | 690,325 | 31,343 | 4.8% | $447.45万 | 加仓 |
| SANM | SANMINA CORP | $7,499.70万 | 4.49% | 296,337 | -306,225 | -50.8% | -$7,749.94万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $7,008.17万 | 4.20% | 494,473 | 126,002 | 34.2% | $1,785.83万 | 加仓 |
| GMED | GLOBUS MED INC | $6,768.12万 | 4.06% | 856,616 | 162,172 | 23.4% | $1,281.32万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $6,746.85万 | 4.04% | 4,291,891 | 1,199,314 | 38.8% | $1,885.32万 | 加仓 |
| DIOD | DIODES INC | $6,336.57万 | 3.80% | 578,999 | -258,655 | -30.9% | -$2,830.72万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $5,306.92万 | 3.18% | 1,046,730 | 117,220 | 12.6% | $594.31万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $4,980.92万 | 2.98% | 682,458 | -51,739 | -7.0% | -$377.62万 | 减仓 |
| EXP | EAGLE MATLS INC | $4,833.29万 | 2.90% | 214,813 | -1,406 | -0.7% | -$31.64万 | 减仓 |
| SAM | BOSTON BEER INC | $4,736.74万 | 2.84% | 267,567 | 120,042 | 81.4% | $2,125.10万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $4,619.15万 | 2.77% | 558,003 | 196,763 | 54.5% | $1,628.80万 | 加仓 |
| RDNT | RADNET INC | $4,531.97万 | 2.72% | 734,875 | 76,667 | 11.6% | $472.81万 | 加仓 |
| RYN | RAYONIER INC | $4,426.24万 | 2.65% | 2,080,000 | -10,294 | -0.5% | -$21.91万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $4,201.19万 | 2.52% | 326,966 | -3,109 | -0.9% | -$39.95万 | 减仓 |
| RLI | RLI CORP | $4,138.89万 | 2.48% | 700,675 | 112,192 | 19.1% | $662.72万 | 加仓 |
| THRM | GENTHERM INC | $4,047.90万 | 2.43% | 1,186,720 | -4,845 | -0.4% | -$16.53万 | 减仓 |
| EVR | EVERCORE INC | $4,033.12万 | 2.42% | 118,121 | -736 | -0.6% | -$25.13万 | 减仓 |
| ATNI | ATN INTL INC | $3,825.94万 | 2.29% | 1,444,296 | -12,702 | -0.9% | -$33.65万 | 减仓 |
| LMNR | LIMONEIRA CO | $3,805.79万 | 2.28% | 2,898,549 | -27,718 | -0.9% | -$36.39万 | 减仓 |
| DGII | DIGI INTL INC | $3,567.34万 | 2.14% | 475,962 | -2,812 | -0.6% | -$21.08万 | 减仓 |
| SII | SPROTT INC | $3,564.24万 | 2.14% | 315,583 | 2,105 | 0.7% | $23.77万 | 加仓 |
| KWR | QUAKER HOUGHTON | $3,434.15万 | 2.06% | 216,161 | 46,402 | 27.3% | $737.19万 | 加仓 |
| SCI | SERVICE CORP INTL | $3,297.46万 | 1.98% | 434,105 | 86,458 | 24.9% | $656.73万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $3,221.23万 | 1.93% | 189,819 | -723 | -0.4% | -$12.27万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $3,063.98万 | 1.84% | 323,914 | -1,646 | -0.5% | -$15.57万 | 减仓 |
| DOCU | DOCUSIGN INC | $2,993.85万 | 1.79% | 673,986 | 673,986 | — | $2,993.85万 | 新建仓 |
| PRAA | PRA GROUP INC | $2,989.51万 | 1.79% | 1,574,253 | -362,507 | -18.7% | -$688.40万 | 减仓 |
| AA | ALCOA CORP | $2,912.66万 | 1.75% | 558,623 | -130,625 | -19.0% | -$681.08万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,817.32万 | 1.69% | 4,443,719 | -4,632 | -0.1% | -$2.94万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2,791.26万 | 1.67% | 173,997 | -248 | -0.1% | -$3.98万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,565.52万 | 1.54% | 824,926 | -1,926 | -0.2% | -$5.99万 | 减仓 |
| DNOW | DNOW INC | $2,103.99万 | 1.26% | 1,622,200 | -1,385,645 | -46.1% | -$1,797.18万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,025.54万 | 1.21% | 346,602 | 303,474 | 703.7% | $1,773.50万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,950.83万 | 1.17% | 9,516,240 | 2,389,423 | 33.5% | $489.83万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $1,716.94万 | 1.03% | 234,587 | -1,638 | -0.7% | -$11.99万 | 减仓 |
| WRD | WERIDE INC | $1,637.03万 | 0.98% | 2,812,760 | 265,058 | 10.4% | $154.26万 | 加仓 |
| ENS | ENERSYS | $601.06万 | 0.36% | 25,706 | -3,487 | -11.9% | -$81.53万 | 减仓 |
| VMI | VALMONT INDS INC | $482.12万 | 0.29% | 8,347 | -18 | -0.2% | -$1.04万 | 减仓 |
| NXT | NEXTPOWER INC | $392.24万 | 0.24% | 32,923 | -1,188 | -3.5% | -$14.15万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $366.00万 | 0.22% | 18,367 | 1,557 | 9.3% | $31.03万 | 加仓 |
| ONT | ONTERRIS INC | $350.31万 | 0.21% | 173,335 | 30,339 | 21.2% | $61.32万 | 加仓 |
| BCPC | BALCHEM CORP | $341.52万 | 0.20% | 20,214 | -45 | -0.2% | -$7,603 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $338.16万 | 0.20% | 66,923 | -147 | -0.2% | -$7,428 | 减仓 |
| VCEL | VERICEL CORP | $285.36万 | 0.17% | 64,141 | 14,183 | 28.4% | $63.10万 | 加仓 |
| CVSA | COVISTA INC | $243.10万 | 0.15% | 19,501 | -43 | -0.2% | -$5,360 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $233.25万 | 0.14% | 90,303 | 41,669 | 85.7% | $107.63万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $99.08万 | 0.06% | 11,829 | 11,829 | — | $99.08万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -915,665 | -100.0% | -$3,755.14万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -234,380 | -100.0% | -$3,256.48万 | 清仓 |
| CAE | CAE INC | $0 | 0.00% | 0 | -1,206,866 | -100.0% | -$3,146.38万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -373,581 | -100.0% | -$2,718.18万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -325,827 | -100.0% | -$2,585.11万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -172,205 | -100.0% | -$98.16万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -14,155 | -100.0% | -$54.65万 | 清仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | -5,570 | -100.0% | -$20.50万 | 清仓 |