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EAM Investors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EAM Investors, LLC
报告期 2026-03-31 · CIK 0001510989
持仓数
273
前50大市值合计
$337.5M
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*
AEIS
Advanced Energy Industries Inc
Common Stock
$14.4M
44,577
4.3%
LASR
nLight Inc
Common Stock
$14.1M
246,778
4.2%
TTMI
TTM Technologies Inc
Common Stock
$9.3M
95,222
2.7%
VIAV
Viavi Solutions Inc
Common Stock
$9.0M
270,120
2.7%
AXTI
AXT Inc
Common Stock
$8.8M
155,011
2.6%
—
Fabrinet
Common Stock
$8.7M
16,764
2.6%
NXT
Nextpower Inc
Common Stock
$8.5M
70,539
2.5%
—
Golar LNG Ltd
Common Stock
$8.3M
153,702
2.5%
MOG/A
Moog Inc
Common Stock
$7.8M
26,715
2.3%
MOD
Modine Manufacturing Co
Common Stock
$7.6M
35,241
2.3%
BE
Bloom Energy Corp
Common Stock
$7.5M
55,680
2.2%
VICR
Vicor Corp
Common Stock
$7.4M
46,108
2.2%
SPHR
Sphere Entertainment Co
Common Stock
$7.2M
60,983
2.1%
FORM
FormFactor Inc
Common Stock
$7.1M
73,580
2.1%
MYRG
MYR Group Inc
Common Stock
$7.1M
24,990
2.1%
BW
Babcock & Wilcox Enterprises Inc
Common Stock
$7.0M
475,486
2.1%
BTSG
BrightSpring Health Services Inc
Common Stock
$6.9M
162,998
2.1%
PL
Planet Labs PBC
Common Stock
$6.7M
241,195
2.0%
DAN
Dana Inc
Common Stock
$6.7M
198,097
2.0%
ATRO
Astronics Corp
Common Stock
$6.6M
99,453
2.0%
DY
Dycom Industries Inc
Common Stock
$6.6M
19,406
1.9%
DNTH
Dianthus Therapeutics Inc
Common Stock
$6.4M
76,640
1.9%
SEI
Solaris Energy Infrastructure Inc
Common Stock
$6.4M
113,459
1.9%
EFXT
Enerflex Ltd
Common Stock
$6.3M
303,065
1.9%
SMIN
Blackrock Inc
Funds - Equities ETF
$6.3M
104,949
1.9%
ECHO
EchoStar Corp
Common Stock
$6.3M
53,594
1.9%
FCFS
FirstCash Holdings Inc
Common Stock
$6.3M
33,269
1.9%
AGX
Argan Inc
Common Stock
$6.1M
11,269
1.8%
PRAX
Praxis Precision Medicines Inc
Common Stock
$6.1M
18,995
1.8%
—
National Energy Services Reunited Corp
Common Stock
$6.0M
280,139
1.8%
FSLY
Fastly Inc
Common Stock
$6.0M
205,508
1.8%
—
DHT Holdings Inc
Common Stock
$5.9M
324,678
1.8%
DOCN
DigitalOcean Holdings Inc
Common Stock
$5.8M
67,989
1.7%
HII
Huntington Ingalls Industries Inc
Common Stock
$5.6M
14,809
1.7%
SITM
SiTime Corp
Common Stock
$5.6M
16,139
1.7%
ENSG
Ensign Group Inc/The
Common Stock
$5.5M
27,411
1.6%
PLPC
Preformed Line Products Co
Common Stock
$5.5M
20,359
1.6%
CLMT
Calumet Inc
Common Stock
$5.4M
151,692
1.6%
—
Himalaya Shipping Ltd
Common Stock
$5.4M
411,523
1.6%
MTSI
MACOM Technology Solutions Holdings Inc
Common Stock
$5.3M
24,036
1.6%
PPTA
Perpetua Resources Corp
Common Stock
$5.3M
189,334
1.6%
AZZ
AZZ Inc
Common Stock
$5.3M
42,159
1.6%
FIGS
Figs Inc
Common Stock
$5.2M
353,939
1.5%
—
Terns Pharmaceuticals Inc
Common Stock
$5.2M
98,860
1.5%
AROC
Archrock Inc
Common Stock
$5.2M
149,616
1.5%
FIVE
Five Below Inc
Common Stock
$5.2M
22,651
1.5%
AIR
AAR Corp
Common Stock
$5.2M
47,122
1.5%
VSAT
Viasat Inc
Common Stock
$5.1M
110,615
1.5%
CENX
Century Aluminum Co
Common Stock
$5.0M
85,714
1.5%
—
Tower Semiconductor Ltd
Common Stock
$5.0M
28,577
1.5%
* 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
19%
前 6 大占比
AEIS
4.3%
LASR
4.2%
TTMI
2.7%
VIAV
2.7%
AXTI
2.6%
Fabrinet
2.6%
其他
81.0%