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 |
|---|---|---|---|---|---|---|---|---|
| NWSA | NEWS CORP NEW | $94.53万 | 0.01% | 38,071 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $94.52万 | 0.01% | 39,123 | 30,642 | 361.3% | $74.03万 | 加仓 |
| DCH | DAUCH CORP | $94.49万 | 0.01% | 174,339 | -304,713 | -63.6% | -$165.15万 | 减仓 |
| WWD | WOODWARD INC | $92.58万 | 0.01% | 2,176 | 1,213 | 126.0% | $51.61万 | 加仓 |
| QCRH | QCR HLDGS INC | $91.77万 | 0.01% | 9,427 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $89.36万 | 0.01% | 5,560 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC | $85.70万 | 0.01% | 11,742 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $85.13万 | 0.01% | 17,643 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $84.85万 | 0.01% | 11,380 | 11,380 | — | $84.85万 | 新建仓 |
| FIVE | FIVE BELOW INC | $84.38万 | 0.01% | 4,693 | 110 | 2.4% | $1.98万 | 加仓 |
| HL | HECLA MINING COMPANY | $84.33万 | 0.01% | 54,656 | 21,336 | 64.0% | $32.92万 | 加仓 |
| GVA | GRANITE CONSTR INC | $84.02万 | 0.01% | 5,315 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION | $82.43万 | 0.01% | 100,890 | 100,890 | — | $82.43万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $81.83万 | 0.01% | 5,580 | -28,561 | -83.7% | -$418.82万 | 减仓 |
| SEB | SEABOARD CORP DEL | $80.80万 | 0.01% | 181 | -539 | -74.9% | -$240.63万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $79.16万 | 0.01% | 21,030 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $78.98万 | 0.01% | 83,400 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $77.46万 | 0.01% | 18,615 | 12,937 | 227.8% | $53.83万 | 加仓 |
| ERIE | ERIE INDTY CO | $76.98万 | 0.01% | 3,211 | 534 | 19.9% | $12.80万 | 加仓 |
| — | QORVO INC | $76.70万 | 0.01% | 8,223 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $76.27万 | 0.01% | 128,178 | 114,294 | 823.2% | $68.00万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $75.88万 | 0.01% | 36,187 | 14,239 | 64.9% | $29.86万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $75.76万 | 0.01% | 29,991 | -17,260 | -36.5% | -$43.60万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $75.73万 | 0.01% | 29,317 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $75.55万 | 0.01% | 69,502 | 69,502 | — | $75.55万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $75.47万 | 0.01% | 3,549 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $74.72万 | 0.01% | 21,918 | -38,729 | -63.9% | -$132.03万 | 减仓 |
| — | STELLAR BANCORP INC | $74.59万 | 0.01% | 18,971 | 18,971 | — | $74.59万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $72.99万 | 0.01% | 8,743 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $72.33万 | 0.01% | 40,004 | -3,676 | -8.4% | -$6.65万 | 减仓 |
| GH | GUARDANT HEALTH INC | $70.51万 | 0.01% | 4,700 | -8,215 | -63.6% | -$123.25万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $70.42万 | 0.01% | 152,429 | 82,746 | 118.7% | $38.23万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $69.36万 | 0.01% | 30,951 | 4,682 | 17.8% | $10.49万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $68.90万 | 0.01% | 16,425 | 16,425 | — | $68.90万 | 新建仓 |
| MORN | MORNINGSTAR INC | $68.43万 | 0.01% | 4,386 | -7,761 | -63.9% | -$121.09万 | 减仓 |
| BMI | BADGER METER INC | $63.71万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $63.07万 | 0.01% | 35,177 | 35,177 | — | $63.07万 | 新建仓 |
| ITRI | ITRON INC | $62.67万 | 0.01% | 7,243 | 3,784 | 109.4% | $32.74万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $61.77万 | 0.01% | 6,232 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $61.25万 | 0.01% | 767 | 559 | 268.8% | $44.64万 | 加仓 |
| GPRE | GREEN PLAINS INC | $60.70万 | 0.01% | 39,467 | 39,467 | — | $60.70万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $60.50万 | 0.01% | 13,738 | 7,597 | 123.7% | $33.46万 | 加仓 |
| AN | AUTONATION INC | $60.42万 | 0.01% | 3,252 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $60.36万 | 0.01% | 11,837 | -110,503 | -90.3% | -$563.46万 | 减仓 |
| LEA | LEAR CORP | $60.05万 | 0.01% | 4,479 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $59.72万 | 0.01% | 63,397 | 63,397 | — | $59.72万 | 新建仓 |
| TRUP | TRUPANION INC | $59.05万 | 0.01% | 23,838 | 10,104 | 73.6% | $25.03万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $58.53万 | 0.01% | 42,106 | -73,268 | -63.5% | -$101.84万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $58.17万 | 0.01% | 8,333 | 4,342 | 108.8% | $30.31万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $57.86万 | 0.01% | 3,093 | 2,834 | 1,094.2% | $53.02万 | 加仓 |
| EXEL | EXELIXIS INC | $57.82万 | 0.01% | 10,626 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $57.35万 | 0.01% | 6,539 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $57.13万 | 0.01% | 1,502 | -3,218 | -68.2% | -$122.40万 | 减仓 |
| HNI | HNI CORP | $55.75万 | 0.01% | 13,796 | -43,979 | -76.1% | -$177.72万 | 减仓 |
| COHU | COHU INC | $55.68万 | 0.01% | 7,534 | 7,534 | — | $55.68万 | 新建仓 |
| HUBS | HUBSPOT INC | $55.46万 | 0.01% | 3,039 | -3,654 | -54.6% | -$66.69万 | 减仓 |
| TREE | LENDINGTREE INC | $55.19万 | 0.01% | 12,461 | 11,662 | 1,459.6% | $51.65万 | 加仓 |
| FORM | FORMFACTOR INC | $54.47万 | 0.01% | 3,406 | 3,406 | — | $54.47万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $54.19万 | 0.01% | 6,407 | -16,699 | -72.3% | -$141.24万 | 减仓 |
| APPF | APPFOLIO INC | $53.35万 | 0.01% | 3,327 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $53.23万 | 0.01% | 12,263 | 10,963 | 843.3% | $47.59万 | 重新持有 |
| THRM | GENTHERM INC | $53.19万 | 0.01% | 15,594 | -4,967 | -24.2% | -$16.94万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $52.89万 | 0.01% | 6,484 | -27,118 | -80.7% | -$221.20万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $52.82万 | 0.01% | 4,617 | 3,542 | 329.5% | $40.52万 | 加仓 |
| MATX | MATSON INC | $51.61万 | 0.01% | 2,685 | 2,685 | — | $51.61万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $50.72万 | 0.01% | 3,316 | 3,316 | — | $50.72万 | 新建仓 |
| SIBN | SI BONE INC | $50.56万 | 0.01% | 30,982 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $50.30万 | 0.01% | 7,576 | -18,018 | -70.4% | -$119.64万 | 减仓 |
| MXL | MAXLINEAR INC | $49.80万 | 0.01% | 3,890 | 3,890 | — | $49.80万 | 新建仓 |
| CCB | COASTAL FINL CORP WA | $49.77万 | 0.01% | 6,421 | 6,421 | — | $49.77万 | 新建仓 |
| HZO | MARINEMAX INC | $49.77万 | 0.01% | 13,590 | 13,590 | — | $49.77万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $49.56万 | 0.01% | 19,260 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $48.56万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $48.53万 | 0.01% | 3,656 | 2,188 | 149.0% | $29.04万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $48.15万 | 0.01% | 23,648 | 23,648 | — | $48.15万 | 新建仓 |
| ARMK | ARAMARK | $48.11万 | 0.01% | 8,456 | -13,248 | -61.0% | -$75.38万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $45.19万 | 0.00% | 5,191 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $45.03万 | 0.00% | 38,194 | -63,870 | -62.6% | -$75.30万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $44.83万 | 0.00% | 8,594 | -2,863 | -25.0% | -$14.94万 | 减仓 |
| PJT | PJT PARTNERS INC | $44.59万 | 0.00% | 2,954 | 2,954 | — | $44.59万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $43.98万 | 0.00% | 14,574 | 3,423 | 30.7% | $10.33万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $42.73万 | 0.00% | 14,984 | 4,731 | 46.1% | $13.49万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $41.69万 | 0.00% | 4,594 | -4,654 | -50.3% | -$42.23万 | 减仓 |
| OMCL | OMNICELL COM | $40.82万 | 0.00% | 9,831 | 6,436 | 189.6% | $26.72万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $40.14万 | 0.00% | 4,064 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $40.05万 | 0.00% | 4,914 | -5,928 | -54.7% | -$48.32万 | 减仓 |
| LZ | LEGALZOOM COM INC | $38.97万 | 0.00% | 63,569 | -54,590 | -46.2% | -$33.46万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $38.55万 | 0.00% | 2,933 | 469 | 19.0% | $6.16万 | 加仓 |
| SYM | SYMBOTIC INC | $38.27万 | 0.00% | 8,513 | 8,513 | — | $38.27万 | 新建仓 |
| FOX | FOX CORP | $37.43万 | 0.00% | 7,990 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $35.52万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $33.30万 | 0.00% | 5,035 | 5,035 | — | $33.30万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $33.07万 | 0.00% | 6,633 | 603 | 10.0% | $3.01万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $32.57万 | 0.00% | 6,425 | 3,285 | 104.6% | $16.65万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $32.45万 | 0.00% | 6,690 | -4,106 | -38.0% | -$19.91万 | 重新持有 |
| ADMA | ADMA BIOLOGICS INC | $32.35万 | 0.00% | 38,648 | -232,544 | -85.7% | -$194.64万 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $32.05万 | 0.00% | 16,284 | 16,284 | — | $32.05万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $31.28万 | 0.00% | 1,431 | 1,431 | — | $31.28万 | 新建仓 |
| SEZL | SEZZLE INC | $31.13万 | 0.00% | 1,814 | -12,684 | -87.5% | -$217.70万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $31.00万 | 0.00% | 8,311 | 8,311 | — | $31.00万 | 新建仓 |