Bridge City Capital, LLC
LAKE OSWEGO OR · SEC CIK 0001713521
$4.38亿2026Q2 申报市值
114持仓数
24.0%前十大占比 · 第一大 3.5%
10 / 6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
VPG 加仓+$327.79万
CRAI 加仓+$284.59万
ANIP 新建仓+$278.35万
AGX 新建仓+$267.51万
MOG/A 新建仓+$262.10万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,938.17万
RBC 减仓-$727.01万
ENSG 减仓-$634.72万
MTSI 清仓-$630.77万
UCTT 减仓-$430.07万
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 |
|---|---|---|---|---|---|---|---|---|
| SITE | Siteone Landscape Supply Inc | $684.57万 | 1.56% | 59,835 | 18,167 | 43.6% | $207.85万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $728.14万 | 1.66% | 51,065 | -30,161 | -37.1% | -$430.07万 | 减仓 |
| OSIS | OSI Systems Inc | $728.66万 | 1.66% | 33,318 | 10,736 | 47.5% | $234.80万 | 加仓 |
| LSTR | Landstar Systems Inc | $741.77万 | 1.69% | 35,867 | 12,349 | 52.5% | $255.39万 | 加仓 |
| GMED | Globus Med Inc | $750.11万 | 1.71% | 94,939 | 28,687 | 43.3% | $226.66万 | 加仓 |
| HRMY | Harmony Biosciences Holdings I | $761.70万 | 1.74% | 209,200 | -27,903 | -11.8% | -$101.59万 | 重新持有 |
| CRAI | CRA Intl Inc | $765.72万 | 1.75% | 53,810 | 19,999 | 59.1% | $284.59万 | 加仓 |
| ACIW | ACI Worldwide Inc | $787.97万 | 1.80% | 156,685 | 18,266 | 13.2% | $91.86万 | 加仓 |
| PCRX | Pacira Biosciences Inc | $792.30万 | 1.81% | 312,297 | -90,468 | -22.5% | -$229.52万 | 减仓 |
| DORM | Dorman Prods Inc | $799.43万 | 1.82% | 58,588 | 11,741 | 25.1% | $160.21万 | 加仓 |
| LMAT | Lemaitre Vascular Inc | $828.53万 | 1.89% | 86,341 | 15,951 | 22.7% | $153.07万 | 加仓 |
| GBCI | Glacier Bancorp Inc | $841.06万 | 1.92% | 163,059 | -2,104 | -1.3% | -$10.85万 | 减仓 |
| ADUS | Addus Homecare Corp | $858.47万 | 1.96% | 85,445 | 8,531 | 11.1% | $85.71万 | 加仓 |
| MOD | Modine Manufacturing Co | $913.29万 | 2.08% | 34,203 | -435 | -1.3% | -$11.62万 | 减仓 |
| CCS | Century Communities Inc | $942.19万 | 2.15% | 131,480 | 31,082 | 31.0% | $222.73万 | 加仓 |
| DIOD | Diodes Inc | $947.00万 | 2.16% | 86,531 | -31,203 | -26.5% | -$341.49万 | 减仓 |
| ATEN | A10 Networks Inc | $1,106.75万 | 2.53% | 296,239 | -104,444 | -26.1% | -$390.20万 | 减仓 |
| VPG | Vishay Precision Group Inc | $1,193.37万 | 2.72% | 79,606 | 21,866 | 37.9% | $327.79万 | 加仓 |
| KLIC | Kulicke & Soffa Industries Inc | $1,328.65万 | 3.03% | 99,331 | 5,047 | 5.4% | $67.51万 | 加仓 |
| ONTO | Onto Innovation Inc | $1,544.00万 | 3.52% | 40,798 | -4,342 | -9.6% | -$164.32万 | 减仓 |