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Grandeur Peak Global Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Grandeur Peak Global Advisors, LLC
报告期 2026-03-31 · CIK 0001569137
持仓数
86
前50大市值合计
$410.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 132 项
建仓 14
增持 41
减持 65
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MPWR
Monolithic Pwr Sys Inc
-$37.8M
39,482
-56%
减持
—
ICON PLC
-$36.3M
65,681
-63%
增持
LULU
Lululemon Athletica Inc
+$33.2M
234,392
+130%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
CRWD
Crowdstrike Holdings Inc
-$20.4M
2,098
-96%
增持
—
Globant SA
+$18.2M
405,251
+16%
增持
—
Marex Group PLC
+$15.7M
706,128
+1416%
增持
—
BBB Foods Inc
+$14.8M
1,282,518
+29%
减持
OLLI
Ollies Bargain Outlet Holding
-$13.6M
75,324
-65%
减持
PJT
PJT Partners Inc
-$13.5M
134,170
-54%
增持
GO
Grocery Outlet Holding Corp
+$10.5M
793,161
+417%
建仓
ALG
Alamo Group Inc
+$10.3M
57,346
减持
LFUS
Littelfuse Inc
-$10.2M
170,093
-21%
增持
—
JFrog Ltd
-$9.2M
2,672,204
+16%
减持
—
Nova Ltd
-$8.9M
52,130
-38%
增持
PWP
Perella Weinberg Partners
+$8.9M
865,274
+81%
减持
EVR
Evercore Inc
-$8.4M
22,291
-67%
增持
—
CyberArk Software Ltd
+$7.6M
137,783
+16%
增持
—
Elastic NV
-$7.3M
449,957
+23%
减持
PD
PagerDuty Inc
-$5.8M
240,129
-46%
减持
—
Patria Investments Ltd
-$5.6M
3,435,173
-6%
建仓
KLIC
Kulicke & Soffa Industries Inc
+$5.5M
121,676
增持
—
Stevanato Group SpA
+$5.4M
799,194
+39%
减持
CRL
Charles Riv Labs Intl Inc
-$5.4M
50,543
-32%
减持
SHLS
Shoals Technologies Group Inc
-$5.0M
513,766
-59%
减持
PODD
Insulet Corp
-$4.9M
23,175
-55%
增持
—
QIAGEN NV
+$4.7M
796,254
+4%
建仓
ULTA
Ulta Beauty Inc
+$4.7M
12,127
减持
DAVA
Endava PLC
-$4.6M
803,330
-7%
清仓
TRS
TriMas Corp
-$4.1M
0
-100%
建仓
MOD
Modine Manufacturing Co
+$4.1M
30,723
减持
HDB
HDFC Bank Ltd
-$4.1M
129,725
-31%
建仓
S
SentinelOne Inc
+$3.5M
146,144
增持
—
Clearwater Analytics Holdings
+$3.3M
484,281
+0%
清仓
—
Bank of NT Butterfield&Son
-$3.1M
0
-100%
清仓
SVV
Savers Value Vlg Inc
-$3.0M
0
-100%
减持
QLYS
Qualys Inc
-$3.0M
87,829
-12%
建仓
TREX
Trex Co Inc
+$3.0M
44,781
清仓
MC
Moelis & Co
-$2.9M
0
-100%
增持
STN
Stantec Inc
+$2.9M
208,500
+26%
减持
MRVL
Marvell Technology Inc
-$2.8M
13,023
-76%
建仓
EME
EMCOR Group Inc
+$2.7M
6,344
减持
GSHD
Goosehead Ins Inc
+$2.7M
89,360
-3%
建仓
FCFS
FirstCash Holdings Inc
+$2.6M
22,548
减持
WHD
Cactus Inc
-$2.6M
51,507
-52%
减持
HLI
Houlihan Lokey Inc
-$2.5M
35,239
-41%
增持
FIVE
Five Below Inc
+$2.5M
216,321
+42%
清仓
POWI
Power Integrations Inc
-$2.3M
0
-100%
增持
PNTG
Pennant Group Inc/The
+$2.2M
170,097
+3%
增持
SLAB
Silicon Laboratories Inc
+$2.1M
119,003
+13%
增持
DG
Dollar Gen Corp New
+$2.1M
25,999
+3255%
减持
HUBS
HubSpot Inc
-$2.1M
1,538
-69%
增持
WAL
Western Alliance Bancorp
+$1.9M
34,639
+101%
减持
SITM
SiTime Corp
+$1.9M
70,801
-14%
增持
PRIM
Primoris Svcs Corp
+$1.8M
111,492
+20%
减持
RPC
P10 Inc
+$1.8M
1,269,021
-9%
减持
ESQ
Esquire Finl Hldgs Inc
+$1.8M
104,366
-0%
减持
NEOG
Neogen Corp
-$1.8M
461,389
-24%
建仓
SPSC
SPS Commerce Inc
+$1.7M
8,829
增持
HRI
Herc Holdings Inc
+$1.7M
46,201
+8%
减持
POOL
Pool Corp
-$1.6M
306
-95%
减持
IDXX
IDEXX Labs Inc
-$1.6M
3,645
-49%
减持
NET
Cloudflare Inc
-$1.6M
403,410
-2%
增持
—
nVent Electric PLC
+$1.5M
218,537
+21%
增持
YETI
YETI Holdings Inc
+$1.5M
278,423
+7%
减持
TRNO
Terreno Realty Corp
-$1.5M
8,876
-75%
减持
TW
Tradeweb Markets Inc
-$1.5M
40,448
-34%
建仓
VRT
Vertiv Holdings Co
+$1.5M
14,731
增持
CNM
Core & Main Inc
+$1.5M
142,094
+43%
增持
FORM
FormFactor Inc
-$1.4M
101,642
+1%
建仓
MBUU
Malibu Boats Inc
+$1.3M
33,305
增持
ENSG
Ensign Group Inc/The
+$1.1M
42,033
+6%
增持
HQY
HealthEquity Inc
+$1.1M
125,811
+18%
减持
—
NV5 Global Inc
-$1.1M
125,016
-9%
清仓
NSSC
Napco Sec Technologies Inc
-$986.4K
0
-100%
建仓
PWR
Quanta Services Inc
+$976.1K
3,274
减持
TPG
TPG Inc
+$947.4K
70,496
-6%
减持
HCKT
Hacket Group Inc
+$884.6K
272,133
-6%
减持
—
Vinci Partners Investments Ltd
-$861.4K
862,585
-0%
减持
ATMU
Atmus Filtration Technologies
-$847.2K
108,637
-37%
减持
URI
United Rentals Inc
-$836.3K
2,880
-41%
减持
ETSY
Etsy Inc
-$835.1K
169,966
-2%
减持
WSC
WillScot Holdings Corp
-$818.5K
128,555
-14%
减持
GIC
Global Industrial Co
-$803.5K
264,923
-15%
减持
ARES
Ares Management Corp
-$775.5K
57,166
-21%
减持
DOCN
DigitalOcean Holdings Inc
+$764.0K
364,381
-9%
增持
VTMX
Vesta Real Estate Corp
-$760.3K
257,033
+0%
增持
FND
Floor & Decor Holdings Inc
+$757.9K
11,618
+69%
减持
ATRC
Atricure Inc
+$735.3K
329,269
-12%
增持
ALGN
Align Technology Inc
+$708.3K
22,641
+8%
清仓
DLR
Digital Rlty Tr Inc
-$682.7K
0
-100%
减持
MKTX
MarketAxess Holdings Inc
+$640.1K
16,819
-8%
减持
GWW
Grainger W W Inc
-$629.3K
1,827
-35%
增持
MEDP
Medpace Holdings Inc
+$627.6K
28,100
+32%
增持
OWL
Blue Owl Capital Inc
+$613.5K
200,388
+9%
增持
—
Skechers USA Inc
+$588.1K
106,324
+13%
增持
DXCM
Dexcom Inc
+$572.2K
52,625
+102%
增持
KKR
KKR & Co Inc
+$549.1K
15,499
+11%
减持
FAST
Fastenal Co
-$465.5K
16,110
-37%
建仓
BELFB
Bel Fuse Inc
+$459.4K
5,851
清仓
ULS
UL Solutions Inc
-$445.0K
0
-100%
清仓
OKTA
Okta Inc
-$420.0K
0
-100%
建仓
DT
Dynatrace Inc
+$417.2K
7,802
增持
ZS
Zscaler Inc
+$416.3K
25,467
+24%
清仓
TENB
Tenable Hldgs Inc
-$408.4K
0
-100%
清仓
ARE
Alexandria Real Estate Eq In
-$407.8K
0
-100%
减持
PACS
PACS Group Inc
-$392.0K
200,538
-30%
增持
GNTX
Gentex Corp
+$382.3K
35,263
+79%
增持
KVYO
Klaviyo Inc
+$319.7K
21,160
+23%
减持
DORM
Dorman Products Inc
+$307.0K
83,492
-16%
增持
TXRH
Texas Roadhouse Inc
+$285.9K
36,237
+2%
增持
HCSG
Healthcare Services Group Inc
+$269.9K
109,976
+21%
减持
GTLB
Gitlab Inc
-$264.7K
2,308
-70%
减持
BURL
Burlington Stores Inc
-$264.4K
43,751
-11%
减持
—
Monday com Ltd
-$259.2K
2,352
-38%
减持
BILL
Bill Com Hldgs Inc
-$249.1K
2,310
-67%
减持
BBSI
Barrett Business Services Inc
-$186.4K
92,085
-17%
减持
—
Smartsheet Inc
+$184.3K
21,664
-6%
减持
NSP
Insperity Inc
-$173.6K
43,616
-1%
减持
CPNG
Coupang Inc
+$143.6K
147,273
-11%
减持
DCBO
Docebo Inc
-$128.0K
11,125
-31%
增持
TMCI
Treace Med Concepts Inc
+$123.6K
45,630
+115%
减持
MELI
MercadoLibre Inc
-$112.5K
1,217
-23%
减持
—
Wix Com Ltd
-$103.3K
4,876
-16%
减持
JYNT
Joint Corp
-$98.6K
28,431
-6%
减持
TECH
Bio-Techne Corp
-$94.4K
11,969
-18%
减持
REXR
Rexford Industrial Realty Inc
-$67.5K
94,771
-13%
清仓
MXCT
MaxCyte Inc
-$65.0K
0
-100%
减持
PLBC
Plumas Bancorp
+$64.9K
36,016
-8%
减持
APO
Apollo Global Mgmt Inc
+$64.9K
18,604
-3%
减持
FRPT
Freshpet Inc
-$19.7K
3,885
-9%
增持
RHI
Robert Half Inc
+$13.8K
1,940
+6%
减持
MSCI
MSCI Inc
-$1.4K
1,257
-18%