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CONGRUENCE CAPITAL, LLC · 13F 持仓分析
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CONGRUENCE CAPITAL, LLC

No.5010 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.83亿
环比变动 Q1 2026
+$8,440.9万+28.3%
持仓股票数
28
新买入
6
加仓
11
减仓
11
清仓
8
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CRANECR
8.49%6.53%$3,249.2万14.6万股$1,948.8万11.4万股+3.2万股+27.81%加仓
FEDERAL SIGNALFSS
8.19%6.5%$3,134.6万24.4万股$1,939.5万17.9万股+6.5万股+36.02%加仓
TELEDYNE TECHNOLOGIESTDY
7.43%$2,843.1万4.3万股$00股+4.3万股新买入
IDEXIEX
7.19%4.91%$2,752.0万12.1万股$1,463.9万7.7万股+4.4万股+57.01%加仓
EENPRONPO
6.59%6.59%$2,521.3万6.7万股$1,965.9万7.8万股-1.2万股-14.71%减仓
TIMKENTKR
6.48%5.37%$2,479.0万17.1万股$1,601.4万15.9万股+1.1万股+7.13%加仓
SENSATA TECHNOLOGIES PLST
6.07%6.92%$2,321.5万48.6万股$2,062.6万58.6万股-9.9万股-16.97%减仓
MMDA SPACEMDA
4.61%2.01%$1,764.6万42.7万股$598.2万23.6万股+19.1万股+80.93%加仓
GRIFFONGFF
4.29%6.09%$1,641.8万16.8万股$1,817.1万25.0万股-8.2万股-32.67%减仓
VONTIER COMVNT
4.06%$1,551.7万53.5万股$00股+53.5万股新买入
EESCO TECHNOLOGIESESE
3.89%7.9%$1,490.3万4.3万股$2,356.3万8.4万股-4.1万股-49.16%减仓
AASTRONICSATRO
3.59%3.92%$1,372.1万16.9万股$1,170.2万17.5万股-6,510股-3.71%减仓
TUTOR PERINITPC
3.15%4.25%$1,206.4万14.5万股$1,266.3万16.4万股-1.9万股-11.37%减仓
CCELLEBRITE DICLBT
3.07%3.52%$1,176.5万80.6万股$1,048.2万76.1万股+4.5万股+5.94%加仓
IIPG PHOTONICSIPGP
2.91%$1,112.5万9.5万股$00股+9.5万股新买入
BALCHEMBCPC
2.67%4.98%$1,023.3万6.1万股$1,485.6万8.8万股-2.7万股-30.91%减仓
HILLMAN SOLUTIONSHLMN
2.45%2.49%$935.5万110.8万股$741.3万89.1万股+21.7万股+24.41%加仓
MMAYVILLE ENGRMEC
2.31%1.41%$882.5万23.6万股$420.9万23.4万股+1,105股+0.47%加仓
MMETHODE ELECTRS INC COMMEI
2.19%$837.7万44.2万股$00股+44.2万股新买入
MITEK SYSMITK
1.9%1.74%$726.0万36.1万股$519.2万38.5万股-2.4万股-6.24%减仓
MM-TRON INDS INC COMMPTI
1.73%0.95%$661.3万6.7万股$282.5万4.2万股+2.4万股+57.85%加仓
GATES INDLGTES
1.31%$501.0万17.9万股$00股+17.9万股新买入
BELDENBDC
1.29%$493.7万4.1万股$00股+4.1万股新买入
NNWPX INFRASTRUCTURE COMNWPX
1.2%1.46%$459.1万3.1万股$434.7万5.6万股-2.5万股-45.15%减仓
FFREQUENCY ELECTRSFEIM
1.15%0.27%$438.3万6.6万股$79.7万1.8万股+4.8万股+267.11%加仓
AAEBI SCHMIDTAEBI
1.02%1%$390.0万31.1万股$299.0万30.8万股+2,866股+0.93%加仓
STANDARD MTR PRODSSMP
0.43%2.01%$165.9万4.3万股$598.9万17.2万股-13.0万股-75.31%减仓
UUNITED STS LIME & MINERALS IUSLM
0.34%1.71%$130.8万1.2万股$510.3万3.9万股-2.7万股-68.01%减仓

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