Laurus Global Equity Management Inc.
TORONTO A6 · SEC CIK 0001869316
$1.02亿2026Q1 申报市值
45持仓数
68.2%前十大占比 · 第一大 12.9%
2 / 1新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 新建仓+$267.82万
CHRW 加仓+$147.72万
ACN 新建仓+$67.02万
BFAM 加仓+$60.28万
FFIN 加仓+$48.27万
2026Q1 卖出最多 按季末市值估算
COO 清仓-$577.16万
GNRC 减仓-$419.76万
CSL 减仓-$216.85万
CRL 减仓-$184.23万
FIVE 减仓-$183.01万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | Jack Henry & Associates Inc. | $1,317.09万 | 12.90% | 83,339 | 80 | 0.1% | $1.26万 | 加仓 |
| CRL | Charles River Laboratories International, Inc. | $1,236.57万 | 12.11% | 71,685 | -10,680 | -13.0% | -$184.23万 | 减仓 |
| PTC | PTC Inc | $1,187.24万 | 11.63% | 83,321 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc. | $1,112.90万 | 10.90% | 26,165 | 0 | 0.0% | — | 不变 |
| CHRW | C H Robinson Worldwide | $621.35万 | 6.08% | 37,415 | 8,895 | 31.2% | $147.72万 | 加仓 |
| IT | Gartner Inc. | $542.47万 | 5.31% | 34,260 | 0 | 0.0% | — | 不变 |
| GNRC | Generac Holdings Inc | $301.98万 | 2.96% | 15,460 | -21,490 | -58.2% | -$419.76万 | 减仓 |
| MSFT | Microsoft Corporation | $267.82万 | 2.62% | 7,235 | 7,235 | — | $267.82万 | 新建仓 |
| FCN | FTI Consulting Inc | $209.83万 | 2.05% | 11,870 | -20 | -0.2% | -$3,535 | 减仓 |
| EFOR | ASGN Inc. | $166.02万 | 1.63% | 42,889 | 9,579 | 28.8% | $37.08万 | 加仓 |
| ENSG | THE ENSIGN GROUP IN | $163.62万 | 1.60% | 8,120 | -2,850 | -26.0% | -$57.43万 | 减仓 |
| WTS | Watts Water Technologies Inc Class A | $148.05万 | 1.45% | 5,100 | 0 | 0.0% | — | 不变 |
| CSL | Carlisle Companies Incorporated | $144.12万 | 1.41% | 4,320 | -6,500 | -60.1% | -$216.85万 | 减仓 |
| GIC | Global Industrial Company | $143.79万 | 1.41% | 45,620 | 1,130 | 2.5% | $3.56万 | 加仓 |
| NSSC | NAPCO Security Technologies Inc | $139.24万 | 1.36% | 35,350 | -7,190 | -16.9% | -$28.32万 | 减仓 |
| LSTR | Landstar System Inc. | $138.19万 | 1.35% | 8,620 | 170 | 2.0% | $2.73万 | 加仓 |
| ITGR | Integer Holdings Corp | $134.20万 | 1.31% | 15,250 | 390 | 2.6% | $3.43万 | 加仓 |
| CHE | Chemed Corp. | $129.94万 | 1.27% | 3,440 | 700 | 25.5% | $26.44万 | 加仓 |
| VCTR | Victory Capital Holdings Inc Class A | $126.70万 | 1.24% | 19,350 | 0 | 0.0% | — | 不变 |
| UFPT | UFP Technologies Inc | $124.29万 | 1.22% | 6,420 | 1,160 | 22.1% | $22.46万 | 加仓 |
| FFIN | First Financial Bankshares Inc. | $119.74万 | 1.17% | 40,660 | 16,390 | 67.5% | $48.27万 | 加仓 |
| XPEL | XPEL Inc | $117.78万 | 1.15% | 26,610 | 640 | 2.5% | $2.83万 | 加仓 |
| FIVE | Five Below Inc | $113.33万 | 1.11% | 4,960 | -8,010 | -61.8% | -$183.01万 | 减仓 |
| CSW | CSW Industrials Inc | $108.92万 | 1.07% | 4,180 | 200 | 5.0% | $5.21万 | 加仓 |
| — | OTC Markets Group Inc. | $107.06万 | 1.05% | 20,000 | 0 | 0.0% | — | 不变 |
| BCPC | Balchem Corp. | $106.94万 | 1.05% | 6,310 | -2,270 | -26.5% | -$38.47万 | 减仓 |
| SPSC | SPS Commerce Inc | $97.65万 | 0.96% | 17,540 | 6,070 | 52.9% | $33.79万 | 加仓 |
| BFAM | Bright Horizons Family Solutions Inc | $95.85万 | 0.94% | 11,670 | 7,340 | 169.5% | $60.28万 | 加仓 |
| RPM | RPM International Inc. | $94.08万 | 0.92% | 9,465 | 0 | 0.0% | — | 不变 |
| RLI | RLI Corp | $92.12万 | 0.90% | 16,150 | 0 | 0.0% | — | 不变 |
| ALG | Alamo Group Inc | $90.07万 | 0.88% | 5,460 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS | $86.84万 | 0.85% | 144,730 | 71,210 | 96.9% | $42.73万 | 加仓 |
| IBP | Installed Building Products Inc | $83.26万 | 0.82% | 3,140 | 0 | 0.0% | — | 不变 |
| DV | DoubleVerify Holdings Inc | $82.38万 | 0.81% | 86,720 | -1,170 | -1.3% | -$1.11万 | 减仓 |
| IPAR | Interparfums Inc | $78.76万 | 0.77% | 8,670 | 0 | 0.0% | — | 不变 |
| TREX | Trex Co. Inc. | $76.41万 | 0.75% | 20,980 | 400 | 1.9% | $1.46万 | 加仓 |
| ACN | Accenture PLC | $67.02万 | 0.66% | 3,380 | 3,380 | — | $67.02万 | 新建仓 |
| WINA | Winmark Corporation | $61.14万 | 0.60% | 1,430 | -1,170 | -45.0% | -$50.02万 | 减仓 |
| NSP | Insperity | $44.02万 | 0.43% | 16,280 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX Corp | $34.00万 | 0.33% | 8,945 | 0 | 0.0% | — | 不变 |
| GIL | Gildan Activewear Inc | $23.93万 | 0.23% | 4,300 | 0 | 0.0% | — | 不变 |
| BN | Brookfield Corporation | $22.09万 | 0.22% | 5,459 | 0 | 0.0% | — | 不变 |
| BAM | Brookfield Asset Management Ltd. Class A | $21.46万 | 0.21% | 4,827 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $20.91万 | 0.20% | 1,655 | -925 | -35.9% | -$11.69万 | 减仓 |
| — | Thomson Reuters Corp | $11.38万 | 0.11% | 1,265 | 0 | 0.0% | — | 不变 |
| COO | Cooper Companies Inc. | $0 | 0.00% | 0 | -70,420 | -100.0% | -$577.16万 | 清仓 |