CIK: 0000814133
申报总市值
US$152.8亿
仅显示前 200 大持股（共 325 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPRT | Copart INC | 股票-工业 | 3.24% | — | -1.55% | |
| 2 | KNX | Knight-swift Transportation | 股票-工业 | 3.14% | — | — | |
| 3 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 2.83% | — | -1.23% | |
| 4 | ✓ | Ultimate Software Group INC | 股票-其他 | 2.27% | — | -0.55% | |
| 5 | MNRO | Monro INC | 股票-其他 | 2.20% | — | +11.84% | |
| 6 | ✓ | Cavium INC | 股票-其他 | 2.11% | — | -8.54% | |
| 7 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.02% | -0.36% | -0.06% | |
| 8 | EGBN | Eagle Bancorp INC | 股票-其他 | 1.99% | — | +1.46% | |
| 9 | WCC | Wesco International INC | 股票-工业 | 1.97% | — | -0.21% | |
| 10 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.86% | +0.36% | -5.88% | |
| 11 | RBC | RBC Bearings INC | 股票-工业 | 1.69% | -0.72% | +15.91% | |
| 12 | TCBI | Texas Capital Bancshares INC | 股票-金融 | 1.66% | — | -0.81% | |
| 13 | HQY | Healthequity INC | 股票-医疗保健 | 1.66% | +0.71% | -0.93% | |
| 14 | MMYT | MakeMyTrip Limited | 股票-其他 | 1.61% | +0.28% | -7.09% | |
| 15 | HEI-A | Heico Corp-class A | 股票-其他 | 1.53% | — | -3.54% | |
| 16 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.46% | — | -0.98% | |
| 17 | FIVE | Five Below | 股票-周期性消费 | 1.44% | -0.86% | -0.61% | |
| 18 | CMPR | Cimpress plc | 股票-其他 | 1.38% | — | -2.53% | |
| 19 | ENVUSD | Envestnet INC | 股票-其他 | 1.36% | — | -1.10% | |
| 20 | BCPC | Balchem CORP | 股票-原材料 | 1.27% | -0.44% | -0.43% | |
| 21 | ✓ | Hff INC Cl A | 股票-其他 | 1.25% | — | +0.04% | |
| 22 | ALGT | Allegiant Travel Co | 股票-其他 | 1.23% | — | -4.09% | |
| 23 | BUSD | Barnes Group INC | 股票-其他 | 1.23% | — | +112.09% | |
| 24 | WCN | Waste Connections INC | 股票-工业 | 1.21% | — | -6.27% | |
| 25 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.18% | — | -1.55% | |
| 26 | JOBSUSD | 51job Inc-adr | 股票-其他 | 1.12% | — | +98.50% | |
| 27 | TREX | Trex Company INC | 股票-工业 | 1.12% | +0.37% | -3.05% | |
| 28 | ✓ | Luxoft Holding INC | 股票-其他 | 1.11% | — | +4.21% | |
| 29 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.11% | — | -6.41% | |
| 30 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.11% | — | -9.82% | |
| 31 | FTNT | Fortinet INC | 股票-科技 | 1.09% | — | -0.91% | |
| 32 | CALD | Callidus Software INC | 股票-其他 | 1.08% | — | -0.18% | |
| 33 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 1.08% | — | -6.98% | |
| 34 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.08% | — | -30.53% | |
| 35 | SGMOQ | Sangamo Therapeutics INC | 股票-其他 | 1.06% | — | -25.10% | |
| 36 | SAVEEUR | Spirit Airlines INC | 股票-其他 | 1.05% | — | -2.55% | |
| 37 | EXK | Exact Sciences CORP | 股票-原材料 | 1.00% | — | -21.54% | |
| 38 | EEFT | Euronet Worldwide INC | 股票-科技 | 0.98% | — | +12.25% | |
| 39 | TYL | Tyler Technologies INC | 股票-科技 | 0.98% | — | -2.31% | |
| 40 | PFPT | Proofpoint INC | 股票-其他 | 0.94% | — | +8.47% | |
| 41 | FRGIUSD | Fiesta Restaurant Group | 股票-其他 | 0.92% | — | -0.41% | |
| 42 | HCSG | Healthcare Services Group | 股票-其他 | 0.91% | — | +24.14% | |
| 43 | WBS | Webster Financial CORP | 股票-金融 | 0.89% | — | +1.05% | |
| 44 | CACC | Credit Acceptance CORP | 股票-其他 | 0.87% | — | -12.25% | |
| 45 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 0.81% | — | -63.28% | |
| 46 | CTRE | Caretrust Reit INC | 股票-房地产 | 0.80% | — | -8.81% | |
| 47 | HUBS | Hubspot INC | 股票-科技 | 0.76% | — | -0.72% | |
| 48 | SGENEUR | Seagen INC | 股票-其他 | 0.75% | — | -4.34% | |
| 49 | IBP | Installed Building Products | 股票-周期性消费 | 0.75% | — | -22.85% | |
| 50 | GWRE | Guidewire Software INC | 股票-科技 | 0.73% | — | +69.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BUSD | Barnes Group INC | +0.7% | +112.09% | 加仓 |
| 2 | MNRO | Monro INC | +0.7% | +11.84% | 加仓 |
| 3 | JOBSUSD | 51job Inc-adr | +0.7% | +98.50% | 加仓 |
| 4 | RBC | RBC Bearings INC | +0.5% | +15.91% | 加仓 |
| 5 | AIMCUSD | Altra Industrial Motion CORP | +0.5% | +185.53% | 加仓 |
| 6 | 5TC | Truecar INC | +0.5% | +812.49% | 加仓 |
| 7 | GWRE | Guidewire Software INC | +0.3% | +69.79% | 加仓 |
| 8 | ICLR | ICON Public Limited Company | +0.3% | -1.23% | 减仓 |
| 9 | ENVUSD | Envestnet INC | +0.3% | -1.10% | 减仓 |
| 10 | HCSG | Healthcare Services Group | +0.3% | +24.14% | 加仓 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +27.67% | 加仓 |
| 12 | TREX | Trex Company INC | +0.2% | -3.05% | 减仓 |
| 13 | HEI-A | Heico Corp-class A | +0.2% | -3.54% | 减仓 |
| 14 | SGMOQ | Sangamo Therapeutics INC | +0.2% | -25.10% | 减仓 |
| 15 | EEFT | Euronet Worldwide INC | +0.2% | +12.25% | 加仓 |
| 16 | HUBS | Hubspot INC | +0.1% | -0.72% | 减仓 |
| 17 | ITCIEUR | Intra-cellular Therapies INC | +0.1% | +18.72% | 加仓 |
| 18 | ✓ | Hff INC Cl A | +0.1% | +0.04% | 加仓 |
| 19 | ODFL | Old Dominion Freight Line | +0.1% | -1.55% | 减仓 |
| 20 | CPRT | Copart INC | +0.1% | -1.55% | 减仓 |
| 21 | TCBI | Texas Capital Bancshares INC | +0.1% | -0.81% | 减仓 |
| 22 | EGBN | Eagle Bancorp INC | +0.1% | +1.46% | 加仓 |
| 23 | SLRC | Slr Investment CORP | -0.2% | -97.43% | 减仓 |
| 24 | ZUMZ | Zumiez INC | -0.3% | -97.12% | 减仓 |
| 25 | ✓ | Luxoft Holding INC | -0.3% | +4.21% | 加仓 |
| 26 | ✓ | Ultimate Software Group INC | -0.3% | -0.55% | 减仓 |
| 27 | GLOB | Globant S.A. | -0.3% | -27.67% | 减仓 |
| 28 | W | Wayfair Inc- Class A | -0.3% | -9.82% | 减仓 |
| 29 | ✓ | Cyberark Software LTD | -0.4% | -31.75% | 减仓 |
| 30 | ZEN1EUR | Zendesk INC | -0.4% | -30.53% | 减仓 |
| 31 | MMYT | MakeMyTrip Limited | -0.5% | -7.09% | 减仓 |
| 32 | MD | Pediatrix Medical Group INC | -0.6% | -99.25% | 减仓 |
| 33 | PRAA | Pra Group INC | -0.6% | -84.40% | 减仓 |
| 34 | SAVEEUR | Spirit Airlines INC | -0.7% | -2.55% | 减仓 |
| 35 | CSOD | Cornerstone Ondemand INC | -1.2% | -63.28% | 减仓 |
| 36 | KNX | Knight-swift Transportation | — | NEW | 新建仓 |
| 37 | KNX | Knight-Swift Transportation Holdings Inc. | — | EXIT | 清仓 |
| 38 | GBCI | Glacier Bancorp INC | — | EXIT | 清仓 |
| 39 | BOH | Bank Of Hawaii CORP | — | EXIT | 清仓 |
| 40 | CMD | Cantel Medical CORP | — | NEW | 新建仓 |
| 41 | SUN | Sunoco LP | — | NEW | 新建仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | HLNE | Hamilton Lane Inc-class A | — | NEW | 新建仓 |
| 44 | ECHO1EUR | Echo Global Logistics INC | — | EXIT | 清仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | SNBRQ | Sleep Number CORP | — | NEW | 新建仓 |
| 47 | SNBR | Sleep Number Corporation | — | EXIT | 清仓 |
| 48 | ✓ | Swift Transn Co | — | EXIT | 清仓 |
| 49 | ✓ | China Biologic Prods Hldgs I | — | NEW | 新建仓 |
| 50 | NEOG | Neogen CORP | — | NEW | 新建仓 |