OP Asset Management Ltd
HELSINKI H9 · SEC CIK 0002097005
$93.78亿2026Q2 申报市值
765持仓数
37.5%前十大占比 · 第一大 7.7%
44 / 79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
GEV 加仓+$2,955.36万
V 加仓+$2,730.38万
WTS 加仓+$2,035.74万
NXT 加仓+$1,906.53万
ESE 加仓+$1,837.75万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$3.36亿
AAPL 减仓-$2.94亿
MSFT 减仓-$1.56亿
AMZN 减仓-$1.54亿
GOOG 减仓-$1.53亿
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 |
|---|---|---|---|---|---|---|---|---|
| PL | PLANET LABS PBC | $11.40万 | 0.00% | 3,440 | -24,125 | -87.5% | -$79.93万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $11.52万 | 0.00% | 4,397 | 4,397 | — | $11.52万 | 新建仓 |
| BROS | DUTCH BROS INC | $11.63万 | 0.00% | 1,620 | -3,093 | -65.6% | -$22.21万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $11.80万 | 0.00% | 192 | 11 | 6.1% | $6,758 | 加仓 |
| ROKU | ROKU INC | $12.05万 | 0.00% | 872 | -1,945 | -69.0% | -$26.87万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $13.25万 | 0.00% | 826 | 555 | 204.8% | $8.90万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $13.26万 | 0.00% | 37,987 | 37,987 | — | $13.26万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $14.36万 | 0.00% | 2,289 | -2,754 | -54.6% | -$17.28万 | 减仓 |
| WING | WINGSTOP INC | $14.53万 | 0.00% | 838 | 838 | — | $14.53万 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $14.79万 | 0.00% | 4,767 | -8,052 | -62.8% | -$24.98万 | 减仓 |
| GKOS | GLAUKOS CORP | $14.87万 | 0.00% | 1,064 | 709 | 199.7% | $9.91万 | 重新持有 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $15.58万 | 0.00% | 3,291 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $18.95万 | 0.00% | 7,899 | -2,596 | -24.7% | -$6.23万 | 减仓 |
| AIR | AAR CORP | $19.18万 | 0.00% | 1,342 | -1,271 | -48.6% | -$18.17万 | 减仓 |
| ALB | ALBEMARLE CORP | $19.58万 | 0.00% | 1,450 | 347 | 31.5% | $4.69万 | 加仓 |
| LYFT | LYFT INC | $20.46万 | 0.00% | 14,004 | -60,567 | -81.2% | -$88.49万 | 减仓 |
| IDCC | INTERDIGITAL INC | $20.53万 | 0.00% | 725 | 725 | — | $20.53万 | 新建仓 |
| KO | COCA COLA CO | $20.59万 | 0.00% | 2,534 | 2,534 | — | $20.59万 | 新建仓 |
| UGI | UGI CORP NEW | $21.11万 | 0.00% | 6,112 | 1,153 | 23.3% | $3.98万 | 加仓 |
| LAUR | LAUREATE ED INC | $21.31万 | 0.00% | 5,868 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $21.44万 | 0.00% | 4,754 | -6,884 | -59.2% | -$31.05万 | 重新持有 |
| PEB | PEBBLEBROOK HOTEL TR | $21.52万 | 0.00% | 11,086 | -39,965 | -78.3% | -$77.57万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $22.25万 | 0.00% | 9,058 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $23.22万 | 0.00% | 49,095 | 36,385 | 286.3% | $17.21万 | 重新持有 |
| GLXY | GALAXY DIGITAL INC. | $23.24万 | 0.00% | 8,499 | -42,438 | -83.3% | -$116.03万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $23.93万 | 0.00% | 80,564 | -424,673 | -84.1% | -$126.13万 | 减仓 |
| KMPR | KEMPER CORP | $24.78万 | 0.00% | 9,193 | 9,193 | — | $24.78万 | 新建仓 |
| MBC | MASTERBRAND INC | $25.64万 | 0.00% | 24,913 | -339 | -1.3% | -$3,488 | 减仓 |
| REAL | THE REALREAL INC | $26.40万 | 0.00% | 22,390 | -34,686 | -60.8% | -$40.89万 | 减仓 |
| BXC | BLUELINX HLDGS INC | $26.66万 | 0.00% | 4,309 | -15,414 | -78.2% | -$95.38万 | 重新持有 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $28.05万 | 0.00% | 53,533 | -601,579 | -91.8% | -$315.23万 | 重新持有 |
| SAM | BOSTON BEER INC | $28.45万 | 0.00% | 1,607 | -58 | -3.5% | -$1.03万 | 重新持有 |
| TBBK | BANCORP INC DEL | $28.92万 | 0.00% | 4,617 | -3,341 | -42.0% | -$20.93万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC | $28.96万 | 0.00% | 8,354 | -27,707 | -76.8% | -$96.06万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $29.07万 | 0.00% | 6,557 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $29.11万 | 0.00% | 3,669 | 3,669 | — | $29.11万 | 新建仓 |
| MHO | M/I HOMES INC | $29.44万 | 0.00% | 1,831 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $30.00万 | 0.00% | 5,938 | -39,325 | -86.9% | -$198.71万 | 减仓 |
| MTRN | MATERION CORP | $30.21万 | 0.00% | 1,016 | -669 | -39.7% | -$19.90万 | 减仓 |
| GOGO | GOGO INC | $30.42万 | 0.00% | 98,133 | 39,164 | 66.4% | $12.14万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $30.71万 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $30.80万 | 0.00% | 2,007 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $30.96万 | 0.00% | 60,009 | -75,981 | -55.9% | -$39.21万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $31.00万 | 0.00% | 11,763 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $31.00万 | 0.00% | 8,311 | 8,311 | — | $31.00万 | 新建仓 |
| SEZL | SEZZLE INC | $31.13万 | 0.00% | 1,814 | -12,684 | -87.5% | -$217.70万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $31.28万 | 0.00% | 1,431 | 1,431 | — | $31.28万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $32.05万 | 0.00% | 16,284 | 16,284 | — | $32.05万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $32.35万 | 0.00% | 38,648 | -232,544 | -85.7% | -$194.64万 | 重新持有 |
| GSHD | GOOSEHEAD INS INC | $32.45万 | 0.00% | 6,690 | -4,106 | -38.0% | -$19.91万 | 重新持有 |
| GXO | GXO LOGISTICS INCORPORATED | $32.57万 | 0.00% | 6,425 | 3,285 | 104.6% | $16.65万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $33.07万 | 0.00% | 6,633 | 603 | 10.0% | $3.01万 | 加仓 |
| COCO | VITA COCO CO INC | $33.30万 | 0.00% | 5,035 | 5,035 | — | $33.30万 | 新建仓 |
| HWKN | HAWKINS INC | $35.52万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $37.43万 | 0.00% | 7,990 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $38.27万 | 0.00% | 8,513 | 8,513 | — | $38.27万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $38.55万 | 0.00% | 2,933 | 469 | 19.0% | $6.16万 | 加仓 |
| LZ | LEGALZOOM COM INC | $38.97万 | 0.00% | 63,569 | -54,590 | -46.2% | -$33.46万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $40.05万 | 0.00% | 4,914 | -5,928 | -54.7% | -$48.32万 | 减仓 |
| MCB | METROPOLITAN BK HLDG CORP | $40.14万 | 0.00% | 4,064 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $40.82万 | 0.00% | 9,831 | 6,436 | 189.6% | $26.72万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $41.69万 | 0.00% | 4,594 | -4,654 | -50.3% | -$42.23万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $42.73万 | 0.00% | 14,984 | 4,731 | 46.1% | $13.49万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $43.98万 | 0.00% | 14,574 | 3,423 | 30.7% | $10.33万 | 加仓 |
| PJT | PJT PARTNERS INC | $44.59万 | 0.00% | 2,954 | 2,954 | — | $44.59万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $44.83万 | 0.00% | 8,594 | -2,863 | -25.0% | -$14.94万 | 减仓 |
| AVO | MISSION PRODUCE INC | $45.03万 | 0.00% | 38,194 | -63,870 | -62.6% | -$75.30万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $45.19万 | 0.00% | 5,191 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $48.11万 | 0.01% | 8,456 | -13,248 | -61.0% | -$75.38万 | 减仓 |
| TH | TARGET HOSPITALITY CORP | $48.15万 | 0.01% | 23,648 | 23,648 | — | $48.15万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $48.53万 | 0.01% | 3,656 | 2,188 | 149.0% | $29.04万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $48.56万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $49.56万 | 0.01% | 19,260 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $49.77万 | 0.01% | 13,590 | 13,590 | — | $49.77万 | 新建仓 |
| CCB | COASTAL FINL CORP WA | $49.77万 | 0.01% | 6,421 | 6,421 | — | $49.77万 | 新建仓 |
| MXL | MAXLINEAR INC | $49.80万 | 0.01% | 3,890 | 3,890 | — | $49.80万 | 新建仓 |
| BWA | BORGWARNER INC | $50.30万 | 0.01% | 7,576 | -18,018 | -70.4% | -$119.64万 | 减仓 |
| SIBN | SI BONE INC | $50.56万 | 0.01% | 30,982 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $50.72万 | 0.01% | 3,316 | 3,316 | — | $50.72万 | 新建仓 |
| MATX | MATSON INC | $51.61万 | 0.01% | 2,685 | 2,685 | — | $51.61万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $52.82万 | 0.01% | 4,617 | 3,542 | 329.5% | $40.52万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $52.89万 | 0.01% | 6,484 | -27,118 | -80.7% | -$221.20万 | 减仓 |
| THRM | GENTHERM INC | $53.19万 | 0.01% | 15,594 | -4,967 | -24.2% | -$16.94万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $53.23万 | 0.01% | 12,263 | 10,963 | 843.3% | $47.59万 | 重新持有 |
| APPF | APPFOLIO INC | $53.35万 | 0.01% | 3,327 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $54.19万 | 0.01% | 6,407 | -16,699 | -72.3% | -$141.24万 | 减仓 |
| FORM | FORMFACTOR INC | $54.47万 | 0.01% | 3,406 | 3,406 | — | $54.47万 | 新建仓 |
| TREE | LENDINGTREE INC | $55.19万 | 0.01% | 12,461 | 11,662 | 1,459.6% | $51.65万 | 加仓 |
| HUBS | HUBSPOT INC | $55.46万 | 0.01% | 3,039 | -3,654 | -54.6% | -$66.69万 | 减仓 |
| COHU | COHU INC | $55.68万 | 0.01% | 7,534 | 7,534 | — | $55.68万 | 新建仓 |
| HNI | HNI CORP | $55.75万 | 0.01% | 13,796 | -43,979 | -76.1% | -$177.72万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $57.13万 | 0.01% | 1,502 | -3,218 | -68.2% | -$122.40万 | 减仓 |
| SEIC | SEI INVTS CO | $57.35万 | 0.01% | 6,539 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $57.82万 | 0.01% | 10,626 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $57.86万 | 0.01% | 3,093 | 2,834 | 1,094.2% | $53.02万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $58.17万 | 0.01% | 8,333 | 4,342 | 108.8% | $30.31万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $58.53万 | 0.01% | 42,106 | -73,268 | -63.5% | -$101.84万 | 减仓 |
| TRUP | TRUPANION INC | $59.05万 | 0.01% | 23,838 | 10,104 | 73.6% | $25.03万 | 加仓 |
| NVAX | NOVAVAX INC | $59.72万 | 0.01% | 63,397 | 63,397 | — | $59.72万 | 新建仓 |
| LEA | LEAR CORP | $60.05万 | 0.01% | 4,479 | 0 | 0.0% | — | 不变 |