OP Asset Management Ltd
HELSINKI H9 · SEC CIK 0002097005
$99.45亿2026Q1 申报市值
783持仓数
42.4%前十大占比 · 第一大 9.2%
110 / 98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
NVDA 加仓+$2.99亿
AAPL 加仓+$2.57亿
MSFT 加仓+$1.72亿
AMZN 加仓+$1.38亿
GOOG 加仓+$1.25亿
2026Q1 卖出最多 按季末市值估算
MLI 减仓-$2,746.42万
VRT 减仓-$2,165.66万
FSLR 减仓-$1,786.60万
GNRC 减仓-$1,763.38万
GOOGL 减仓-$1,584.83万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $34.47万 | 0.00% | 963 | 963 | — | $34.47万 | 新建仓 |
| TRUP | TRUPANION INC | $35.17万 | 0.00% | 13,734 | 13,734 | — | $35.17万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $35.20万 | 0.00% | 2,464 | -420 | -14.6% | -$6.00万 | 减仓 |
| PVH | PVH CORPORATION | $37.03万 | 0.00% | 5,308 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $38.40万 | 0.00% | 2,500 | -8,152 | -76.5% | -$125.21万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $38.51万 | 0.00% | 8,807 | -6,413 | -42.1% | -$28.04万 | 减仓 |
| SIBN | SI BONE INC | $39.13万 | 0.00% | 30,982 | 30,982 | — | $39.13万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $39.62万 | 0.00% | 19,260 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $40.10万 | 0.00% | 6,484 | 6,484 | — | $40.10万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $40.37万 | 0.00% | 2,340 | -1,652 | -41.4% | -$28.50万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $40.53万 | 0.00% | 8,743 | 8,743 | — | $40.53万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $41.16万 | 0.00% | 26,269 | 21,593 | 461.8% | $33.84万 | 加仓 |
| TDAY | USA TODAY CO INC | $41.48万 | 0.00% | 58,844 | -3,469 | -5.6% | -$2.45万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $41.70万 | 0.00% | 8,084 | 5,801 | 254.1% | $29.92万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $42.19万 | 0.00% | 8,163 | -948 | -10.4% | -$4.90万 | 减仓 |
| FOX | FOX CORP | $42.43万 | 0.00% | 7,990 | -2,190 | -21.5% | -$11.63万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $42.52万 | 0.00% | 6,030 | -1,806 | -23.0% | -$12.73万 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $43.84万 | 0.00% | 206,802 | 206,802 | — | $43.84万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $44.47万 | 0.00% | 611 | -1,382 | -69.3% | -$100.59万 | 减仓 |
| EXEL | EXELIXIS INC | $45.57万 | 0.00% | 10,626 | -22,081 | -67.5% | -$94.71万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $45.87万 | 0.00% | 4,708 | -36,647 | -88.6% | -$357.01万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $46.32万 | 0.00% | 5,191 | 5,191 | — | $46.32万 | 新建仓 |
| PRAA | PRA GROUP INC | $48.34万 | 0.00% | 27,620 | 27,620 | — | $48.34万 | 新建仓 |
| SEIC | SEI INVTS CO | $51.31万 | 0.01% | 6,539 | 6,539 | — | $51.31万 | 新建仓 |
| SNAP | SNAP INC | $51.41万 | 0.01% | 111,765 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $51.83万 | 0.01% | 57,076 | 57,076 | — | $51.83万 | 新建仓 |
| APPF | APPFOLIO INC | $52.51万 | 0.01% | 3,327 | 3,327 | — | $52.51万 | 新建仓 |
| NABL | N-ABLE INC | $53.63万 | 0.01% | 114,830 | 114,830 | — | $53.63万 | 新建仓 |
| RAL | RALLIANT CORP | $53.65万 | 0.01% | 12,899 | 12,899 | — | $53.65万 | 新建仓 |
| GRPN | GROUPON INC | $54.02万 | 0.01% | 45,391 | 27,824 | 158.4% | $33.11万 | 加仓 |
| LEA | LEAR CORP | $54.23万 | 0.01% | 4,479 | -1,724 | -27.8% | -$20.87万 | 重新持有 |
| XPO | XPO INC | $54.32万 | 0.01% | 2,792 | -4,679 | -62.6% | -$91.03万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $55.10万 | 0.01% | 9,248 | 9,248 | — | $55.10万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $55.77万 | 0.01% | 21,030 | 21,030 | — | $55.77万 | 新建仓 |
| THRM | GENTHERM INC | $57.12万 | 0.01% | 20,561 | 20,561 | — | $57.12万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $59.04万 | 0.01% | 7,376 | -6,627 | -47.3% | -$53.05万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $59.08万 | 0.01% | 21,948 | -3,949 | -15.2% | -$10.63万 | 减仓 |
| HUBG | HUB GROUP INC | $60.25万 | 0.01% | 16,718 | 16,718 | — | $60.25万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $60.37万 | 0.01% | 42,249 | 42,249 | — | $60.37万 | 新建仓 |
| OKLO | OKLO INC | $60.68万 | 0.01% | 12,237 | -4,609 | -27.4% | -$22.86万 | 减仓 |
| HL | HECLA MINING COMPANY | $62.08万 | 0.01% | 33,320 | 33,320 | — | $62.08万 | 新建仓 |
| GTX | GARRETT MOTION INC | $63.19万 | 0.01% | 34,779 | 34,779 | — | $63.19万 | 新建仓 |
| AN | AUTONATION INC | $63.50万 | 0.01% | 3,252 | 3,252 | — | $63.50万 | 新建仓 |
| — | QORVO INC | $63.65万 | 0.01% | 8,223 | -18,588 | -69.3% | -$143.87万 | 重新持有 |
| GVA | GRANITE CONSTR INC | $63.72万 | 0.01% | 5,315 | -23,813 | -81.8% | -$285.47万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $64.48万 | 0.01% | 51,051 | -59,173 | -53.7% | -$74.74万 | 减仓 |
| MKSI | MKS INC. | $64.99万 | 0.01% | 2,828 | 2,828 | — | $64.99万 | 新建仓 |
| BMI | BADGER METER INC | $65.42万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $65.51万 | 0.01% | 4,556 | -381 | -7.7% | -$5.48万 | 减仓 |
| XNCR | XENCOR INC | $66.43万 | 0.01% | 55,082 | 55,082 | — | $66.43万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $67.00万 | 0.01% | 118,159 | -42,343 | -26.4% | -$24.01万 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $67.02万 | 0.01% | 148,929 | 138,073 | 1,271.9% | $62.13万 | 重新持有 |
| ERIE | ERIE INDTY CO | $67.28万 | 0.01% | 2,677 | -414 | -13.4% | -$10.40万 | 减仓 |
| GNW | GENWORTH FINL INC | $67.72万 | 0.01% | 83,400 | 67,152 | 413.3% | $54.53万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $67.98万 | 0.01% | 10,842 | 10,842 | — | $67.98万 | 新建仓 |
| MP | MP MATERIALS CORP | $68.23万 | 0.01% | 14,137 | 3,826 | 37.1% | $18.46万 | 加仓 |
| CNXN | PC CONNECTION INC | $68.64万 | 0.01% | 11,742 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $69.30万 | 0.01% | 7,416 | 7,416 | — | $69.30万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $69.47万 | 0.01% | 4,597 | 4,597 | — | $69.47万 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $70.08万 | 0.01% | 18,237 | 18,237 | — | $70.08万 | 新建仓 |
| RL | RALPH LAUREN CORP | $70.72万 | 0.01% | 2,056 | 91 | 4.6% | $3.13万 | 加仓 |
| Z | ZILLOW GROUP INC | $71.56万 | 0.01% | 17,293 | -1,693 | -8.9% | -$7.01万 | 减仓 |
| YETI | YETI HLDGS INC | $71.69万 | 0.01% | 19,593 | 15,845 | 422.8% | $57.98万 | 加仓 |
| HRL | HORMEL FOODS CORP | $72.29万 | 0.01% | 31,918 | -4,964 | -13.5% | -$11.24万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $72.46万 | 0.01% | 3,549 | -2,328 | -39.6% | -$47.53万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $72.50万 | 0.01% | 47,388 | -163,110 | -77.5% | -$249.56万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $74.86万 | 0.01% | 36,061 | -28,277 | -44.0% | -$58.70万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $75.32万 | 0.01% | 17,676 | 6,588 | 59.4% | $28.07万 | 加仓 |
| PL | PLANET LABS PBC | $77.04万 | 0.01% | 27,565 | -40,608 | -59.6% | -$113.50万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $77.25万 | 0.01% | 5,560 | 0 | 0.0% | — | 不变 |
| QCRH | QCR HLDGS INC | $80.55万 | 0.01% | 9,427 | -3,574 | -27.5% | -$30.54万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $80.59万 | 0.01% | 29,317 | 0 | 0.0% | — | 不变 |
| TTI | TETRA TECHNOLOGIES INC DEL | $80.72万 | 0.01% | 94,747 | 94,747 | — | $80.72万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $81.16万 | 0.01% | 8,815 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $81.59万 | 0.01% | 135,990 | -621,729 | -82.1% | -$373.04万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $81.86万 | 0.01% | 2,077 | -1,899 | -47.8% | -$74.85万 | 减仓 |
| MOD | MODINE MFG CO | $82.85万 | 0.01% | 3,823 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $83.48万 | 0.01% | 14,333 | 11,358 | 381.8% | $66.15万 | 加仓 |
| HNGE | HINGE HEALTH INC | $85.16万 | 0.01% | 22,085 | 22,085 | — | $85.16万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $85.22万 | 0.01% | 11,457 | 1,932 | 20.3% | $14.37万 | 加仓 |
| IONQ | IONQ INC | $85.31万 | 0.01% | 29,592 | -9,829 | -24.9% | -$28.34万 | 减仓 |
| CNM | CORE & MAIN INC | $87.16万 | 0.01% | 17,643 | -15,004 | -46.0% | -$74.12万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $87.51万 | 0.01% | 81,477 | -107,952 | -57.0% | -$115.94万 | 减仓 |
| IGV | ISHARES TR | $87.92万 | 0.01% | 10,983 | -10,226 | -48.2% | -$81.86万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $87.98万 | 0.01% | 32,659 | 18,120 | 124.6% | $48.82万 | 加仓 |
| ARMK | ARAMARK | $87.99万 | 0.01% | 21,704 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $89.14万 | 0.01% | 6,232 | -3,714 | -37.3% | -$53.13万 | 减仓 |
| — | PROASSURANCE CORP | $91.10万 | 0.01% | 36,853 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $91.76万 | 0.01% | 14,498 | 10,861 | 298.6% | $68.74万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $93.07万 | 0.01% | 40,910 | 40,910 | — | $93.07万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $93.98万 | 0.01% | 50,937 | 50,937 | — | $93.98万 | 新建仓 |
| NWSA | NEWS CORP NEW | $94.91万 | 0.01% | 38,071 | -4,399 | -10.4% | -$10.97万 | 减仓 |
| GEN | GEN DIGITAL INC | $97.49万 | 0.01% | 51,773 | -6,803 | -11.6% | -$12.81万 | 减仓 |
| TTD | THE TRADE DESK INC | $99.11万 | 0.01% | 43,680 | -4,797 | -9.9% | -$10.88万 | 减仓 |
| LYFT | LYFT INC | $99.18万 | 0.01% | 74,571 | 22,169 | 42.3% | $29.48万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $101.27万 | 0.01% | 113,028 | 113,028 | — | $101.27万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $102.16万 | 0.01% | 47,251 | -3,423 | -6.8% | -$7.40万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $102.24万 | 0.01% | 4,890 | -690 | -12.4% | -$14.43万 | 减仓 |
| CENX | CENTURY ALUM CO | $103.78万 | 0.01% | 17,683 | 17,683 | — | $103.78万 | 新建仓 |
| FIVE | FIVE BELOW INC | $104.71万 | 0.01% | 4,583 | 4,583 | — | $104.71万 | 新建仓 |