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OBERWEIS ASSET MANAGEMENT INC/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心

OBERWEIS ASSET MANAGEMENT INC/

报告期 2026-03-31 · CIK 0000937886

持仓数

180

前50大市值合计

$2.09B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAOI Applied Optoelectronics Inc.

COM

$198.8M

2,349,969

9.5%

LITE Lumentum Hldgs, Inc.

COM

$187.1M

266,222

9.0%

— Credo Technology Group

COM

$95.9M

1,021,968

4.6%

DOCN DigitalOcean Holdings, Inc.

COM

$79.6M

927,505

3.8%

— SharkNinja, Inc.

COM

$63.5M

599,970

3.0%

— Nova Ltd.

COM

$59.9M

137,955

2.9%

DAN Dana Inc.

COM

$54.2M

1,611,500

2.6%

BTSG BrightSpring Health Services

COM

$49.4M

1,158,970

2.4%

MTSI Macom Technology Solutions

COM

$47.9M

215,886

2.3%

RMBS Rambus, Inc

COM

$45.3M

526,316

2.2%

CLH Clean Harbors, Inc.

COM

$41.4M

144,355

2.0%

SITM SiTime Corporation

COM

$41.2M

119,281

2.0%

UCTT Ultra Clean Holdings

COM

$39.8M

640,476

1.9%

ECG Everus Construction Group

COM

$38.6M

326,533

1.8%

FTDR Frontdoor, Inc.

COM

$38.0M

717,960

1.8%

CRS Carpenter Technology Corp.

COM

$37.2M

94,433

1.8%

SKYW Skywest Inc

COM

$36.0M

392,499

1.7%

LSCC Lattice Semiconductor Corporat

COM

$34.7M

374,436

1.7%

GMED Globus Medical, Inc.-A

COM

$33.8M

392,200

1.6%

— Camtek, Ltd.

COM

$33.8M

222,780

1.6%

ARQT Arcutis Biotherapeutics, Inc.

COM

$32.2M

1,365,941

1.5%

FLS Flowserve Corporation

COM

$32.0M

434,681

1.5%

SIMO Silicon Motion Techn ADR

COM

$31.7M

282,550

1.5%

LTH Life Time Holdings, Inc.

COM

$31.3M

1,160,500

1.5%

RSI Rush Street Interactive, Inc.

COM

$31.2M

1,434,560

1.5%

FCFS FirstCash Holdings, Inc

COM

$31.1M

165,665

1.5%

FSLY Fastly, Inc.

COM

$31.1M

1,071,022

1.5%

TPC Tutor Perini Corp.

COM

$30.4M

393,900

1.5%

BROS Dutch Bros., Inc.

COM

$30.3M

598,493

1.5%

SEI Solaris Energy Infrastructur

COM

$30.1M

531,889

1.4%

MMSI Merit Medical System Inc

COM

$29.2M

424,209

1.4%

FSS Federal Signal Corp.

COM

$28.9M

267,634

1.4%

AMSC American Superconductor

COM

$28.8M

849,900

1.4%

MRCY Mercury Systems, Inc.

COM

$28.5M

391,023

1.4%

ACA Arcosa, Inc.

COM

$28.4M

267,700

1.4%

OSIS Osi Systems, Inc.

COM

$28.3M

106,593

1.4%

CNR Core Natural Resources, Inc.

COM

$28.3M

269,800

1.4%

WAY Waystar Holding Corp.

COM

$28.1M

1,167,474

1.3%

EHC Encompass Health Corporation

COM

$28.0M

289,485

1.3%

VCYT Veracyte, Inc.

COM

$27.1M

839,834

1.3%

AIR AAR Corp.

COM

$26.8M

245,125

1.3%

ICUI ICU Medical, Inc.

COM

$26.3M

203,710

1.3%

LFUS Littelfuse, Inc.

COM

$24.4M

71,800

1.2%

PRIM Primoris Services Corp.

COM

$23.8M

166,100

1.1%

RELY Remitly Global, Inc.

COM

$22.8M

1,454,300

1.1%

— Genpact Ltd.

COM

$22.6M

606,832

1.1%

AIZ Assurant, Inc.

COM

$22.3M

102,300

1.1%

BLBD Blue Bird Corporation

COM

$22.1M

389,238

1.1%

IMAX Imax Corp.

COM

$21.9M

577,139

1.1%

LEVI Levi Strauss & Co.

COM

$21.6M

1,167,300

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

AAOI9.5%LITE9.0%Credo Technology Group4.6%DOCN3.8%SharkNinja, Inc.3.0%Nova Ltd.2.9%