Meros Investment Management, LP
DALLAS TX · SEC CIK 0001911372
$2.31亿2026Q1 申报市值
52持仓数
45.5%前十大占比 · 第一大 6.8%
9 / 5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
OPRT 新建仓+$334.86万
ARHS 加仓+$253.40万
PSIX 新建仓+$239.05万
AMPL 加仓+$205.93万
MGNI 加仓+$198.11万
2026Q1 卖出最多 按季末市值估算
DCO 减仓-$564.55万
HARVARD BIOSCIEN 减仓-$535.27万
THERMON GROUP HL 减仓-$494.99万
PLAB 减仓-$284.64万
EMBC 清仓-$274.72万
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 |
|---|---|---|---|---|---|---|---|---|
| DCO | DUCOMMUN INC DEL | $1,564.16万 | 6.78% | 128,210 | -46,275 | -26.5% | -$564.55万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $1,398.30万 | 6.06% | 913,923 | -25,934 | -2.8% | -$39.68万 | 减仓 |
| — | ENVIRI CORP | $1,227.92万 | 5.32% | 625,852 | -17,797 | -2.8% | -$34.92万 | 减仓 |
| — | THERMON GROUP HLDGS INC | $1,216.97万 | 5.27% | 241,463 | -98,212 | -28.9% | -$494.99万 | 减仓 |
| MGNI | MAGNITE INC | $1,178.91万 | 5.11% | 992,351 | 166,756 | 20.2% | $198.11万 | 加仓 |
| COHU | COHU INC | $844.98万 | 3.66% | 275,958 | -79,786 | -22.4% | -$244.30万 | 减仓 |
| SEI | SOLARIS OILFIELD INFRASTRUCT | $812.45万 | 3.52% | 143,771 | -20,553 | -12.5% | -$116.14万 | 减仓 |
| ARHS | ARHAUS INC | $810.53万 | 3.51% | 1,195,473 | 373,739 | 45.5% | $253.40万 | 加仓 |
| AMPL | AMPLITUDE | $793.73万 | 3.44% | 1,163,826 | 301,952 | 35.0% | $205.93万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $661.53万 | 2.87% | 2,054,442 | -58,530 | -2.8% | -$18.85万 | 减仓 |
| SHOE | SHOE CARNIVAL INC | $659.58万 | 2.86% | 423,080 | 7,970 | 1.9% | $12.43万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $632.83万 | 2.74% | 90,676 | -35,580 | -28.2% | -$248.31万 | 减仓 |
| MLAB | MESA LABS INC | $601.54万 | 2.61% | 68,032 | -16,985 | -20.0% | -$150.18万 | 减仓 |
| — | SIMULATIONS PLUS INC | $591.02万 | 2.56% | 500,017 | 160,775 | 47.4% | $190.04万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $569.71万 | 2.47% | 152,126 | 5,170 | 3.5% | $19.36万 | 加仓 |
| MBUU | MALIBU BOATS INC | $557.78万 | 2.42% | 215,194 | 57,319 | 36.3% | $148.57万 | 加仓 |
| AZTA | AZENTA INC | $519.07万 | 2.25% | 245,657 | 78,812 | 47.2% | $166.53万 | 加仓 |
| PHR | PHRESSIA INC | $515.99万 | 2.24% | 615,740 | 137,466 | 28.7% | $115.20万 | 加仓 |
| CYRX | CRYOPORT INC | $504.31万 | 2.19% | 609,073 | -17,354 | -2.8% | -$14.37万 | 减仓 |
| WNC | WABASH NATL CORP | $472.41万 | 2.05% | 548,037 | -15,582 | -2.8% | -$13.43万 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC | $433.26万 | 1.88% | 469,408 | -28,581 | -5.7% | -$26.38万 | 减仓 |
| MDXG | MIMEDX INDS INC TENN | $431.75万 | 1.87% | 1,093,028 | -233,009 | -17.6% | -$92.04万 | 减仓 |
| TILE | INTERFACE INC | $421.07万 | 1.82% | 168,968 | -4,822 | -2.8% | -$12.02万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $394.03万 | 1.71% | 968,124 | -27,557 | -2.8% | -$11.22万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $382.79万 | 1.66% | 130,157 | 56,586 | 76.9% | $166.42万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $380.72万 | 1.65% | 70,270 | -11,996 | -14.6% | -$64.99万 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $352.53万 | 1.53% | 987,489 | -128,909 | -11.5% | -$46.02万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $349.00万 | 1.51% | 755,404 | 183,521 | 32.1% | $84.79万 | 加仓 |
| OPRT | OPORTUN FINL CORP | $334.86万 | 1.45% | 726,385 | 726,385 | — | $334.86万 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $328.51万 | 1.42% | 760,451 | -21,935 | -2.8% | -$9.48万 | 减仓 |
| — | HURCO CO | $311.17万 | 1.35% | 211,539 | -6,149 | -2.8% | -$9.05万 | 减仓 |
| INMD | INMODE LTD | $309.26万 | 1.34% | 226,065 | -178,388 | -44.1% | -$244.03万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $239.05万 | 1.04% | 39,266 | 39,266 | — | $239.05万 | 新建仓 |
| MASS | 908 DEVICES INC | $221.38万 | 0.96% | 361,738 | 14,703 | 4.2% | $9.00万 | 加仓 |
| BVS | BIOVENTUS INC | $189.65万 | 0.82% | 207,720 | -107,440 | -34.1% | -$98.09万 | 减仓 |
| — | PERMA-PIPE INTL HLDGS INC | $185.71万 | 0.80% | 62,298 | 62,298 | — | $185.71万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $182.72万 | 0.79% | 65,000 | 65,000 | — | $182.72万 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $171.99万 | 0.75% | 49,000 | 49,000 | — | $171.99万 | 新建仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $169.96万 | 0.74% | 206,259 | -6,114 | -2.9% | -$5.04万 | 减仓 |
| PLAB | PHOTRONICS INC | $151.81万 | 0.66% | 37,567 | -70,437 | -65.2% | -$284.64万 | 减仓 |
| — | AMPCO-PITTSBURG CORP | $144.38万 | 0.63% | 214,850 | 214,850 | — | $144.38万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $133.42万 | 0.58% | 137,409 | -3,913 | -2.8% | -$3.80万 | 减仓 |
| — | RCM TECHNOLOGIES INC | $122.74万 | 0.53% | 64,126 | -1,825 | -2.8% | -$3.49万 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $115.18万 | 0.50% | 154,816 | 154,816 | — | $115.18万 | 新建仓 |
| TWIN | TWIN DISC INC | $87.34万 | 0.38% | 57,959 | 3,352 | 6.1% | $5.05万 | 加仓 |
| — | TECOGEN INC NEW | $74.68万 | 0.32% | 291,705 | 291,705 | — | $74.68万 | 新建仓 |
| — | OWLET INC | $70.65万 | 0.31% | 137,447 | 57,042 | 70.9% | $29.32万 | 加仓 |
| DAVE | DAVE INC | $62.01万 | 0.27% | 3,562 | -105 | -2.9% | -$1.83万 | 减仓 |
| — | SENSUS HEALTHCARE INC | $60.66万 | 0.26% | 152,418 | -4,321 | -2.8% | -$1.72万 | 减仓 |
| — | HARVARD BIOSCIENCE INC | $57.72万 | 0.25% | 118,522 | -1,099,106 | -90.3% | -$535.27万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $43.17万 | 0.19% | 9,311 | -268 | -2.8% | -$1.24万 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $27.47万 | 0.12% | 24,310 | 24,310 | — | $27.47万 | 新建仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -231,244 | -100.0% | -$274.72万 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP INC | $0 | 0.00% | 0 | -322,271 | -100.0% | -$210.77万 | 清仓 |
| ICHR | ICHOR HOLDINGS | $0 | 0.00% | 0 | -75,807 | -100.0% | -$139.71万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -79,844 | -100.0% | -$114.90万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -28,454 | -100.0% | -$68.80万 | 清仓 |