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Frontier资本管理 · 13F 持仓分析
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Frontier资本管理

FRONTIER CAPITAL MANAGEMENT CO LLCNo.553 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$107.28亿
环比变动 Q1 2026
+$9.99亿+10.3%
持仓股票数
300
新买入
33
加仓
96
减仓
171
清仓
24
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
FFTAI AVIATIONFTAI
2.98%2.67%$3.20亿118.3万股$2.60亿106.2万股+12.1万股+11.42%加仓
GGRANITE CONSTRSPHB
1.65%1.46%$1.77亿111.9万股$1.42亿118.8万股-6.9万股-5.80%减仓
AALASKA AIRALK
1.65%1.28%$1.77亿338.5万股$1.24亿337.4万股+1.1万股+0.33%加仓
APPLIED OPTOELECTRONICSAAOI
1.35%0.25%$1.45亿97.5万股$2,403.6万28.4万股+69.1万股+243.25%加仓
阿卡迈AKAM
1.25%1.22%$1.34亿113.7万股$1.19亿103.7万股+10.0万股+9.65%加仓
ASHLANDASH
1.23%1.09%$1.32亿200.0万股$1.06亿191.3万股+8.7万股+4.56%加仓
LLATTICE SEMICONDUCTORLSCC
1.17%0.58%$1.26亿82.2万股$5,614.9万60.5万股+21.7万股+35.77%加仓
POPULARBPOP
1.11%1.1%$1.19亿72.5万股$1.07亿80.1万股-7.6万股-9.45%减仓
MONGODB CL AMDB
1.05%0.54%$1.12亿33.4万股$5,245.8万21.4万股+12.0万股+55.89%加仓
United TherapeuticsUTHR
1.04%1.54%$1.12亿20.7万股$1.50亿25.3万股-4.6万股-18.16%减仓
KNIGHT-SWIFT TRANSN CL AKNX
1.02%1.23%$1.10亿141.1万股$1.20亿208.7万股-67.6万股-32.38%减仓
EAGLE MATLSEXP
0.96%1.19%$1.03亿45.9万股$1.16亿61.1万股-15.2万股-24.90%减仓
STRIDELRN
0.96%1.4%$1.03亿119.2万股$1.37亿154.9万股-35.8万股-23.08%减仓
XPOXPO
0.96%1.3%$1.03亿50.0万股$1.27亿65.2万股-15.2万股-23.38%减仓
BridgeBioBBIO
0.95%0.73%$1.02亿137.3万股$7,114.0万95.8万股+41.5万股+43.33%加仓
LLIBERTY ENERGYLBRT
0.91%0.74%$9,744.4万372.1万股$7,183.4万249.4万股+122.6万股+49.17%加仓
S新美亚SANM
0.89%0.85%$9,569.2万37.8万股$8,263.1万63.7万股-25.9万股-40.68%减仓
UULTRA CLEANUCTT
0.89%1.14%$9,518.3万66.8万股$1.11亿178.7万股-112.0万股-62.65%减仓
UULTRAGENYX PHARMACEUTICAL INRARE
0.89%0.47%$9,509.3万284.8万股$4,590.5万219.1万股+65.7万股+29.97%加仓
InsuletPODD
0.88%0.37%$9,477.7万62.3万股$3,620.0万17.3万股+45.0万股+260.85%加仓
MMODINE MFGMOD
0.86%0.45%$9,182.0万34.4万股$4,421.7万20.4万股+14.0万股+68.53%加仓
FLOWSERVEFLS
0.85%0.35%$9,146.1万123.3万股$3,399.5万46.2万股+77.1万股+166.69%加仓
KIRBYKEX
0.84%0.88%$9,063.1万66.7万股$8,561.8万64.4万股+2.2万股+3.45%加仓
AALLEGIANT TRAVELALGT
0.84%0.5%$9,000.5万76.5万股$4,872.2万60.1万股+16.4万股+27.30%加仓
EEVERPURE CL AEVPR
0.82%0.57%$8,824.8万112.0万股$5,576.5万94.5万股+17.6万股+18.58%加仓
AAmentum Ordinary SharesAMTM
0.8%1.32%$8,565.6万414.4万股$1.29亿493.0万股-78.6万股-15.95%减仓
KYMERA THERAPEUTICSKYMR
0.79%0.65%$8,495.5万74.1万股$6,328.8万76.0万股-1.9万股-2.50%减仓
InsmedINSM
0.79%0.79%$8,478.9万79.5万股$7,678.3万47.0万股+32.6万股+69.36%加仓
AATIATI
0.77%1.04%$8,277.6万42.0万股$1.01亿69.4万股-27.4万股-39.52%减仓
RENASANTRNST
0.71%0.63%$7,567.7万177.9万股$6,151.9万170.3万股+7.6万股+4.48%加仓
AASTERA LABSALAB
0.7%0.78%$7,467.5万15.5万股$7,542.8万68.8万股-53.4万股-77.54%减仓
ROYAL CARIBBEANRCL
0.69%0.67%$7,429.0万23.4万股$6,557.5万23.8万股-4,336股-1.82%减仓
PALVELLA THERAPEUTICS NEPVLA
0.68%0.48%$7,317.5万47.9万股$4,662.3万37.4万股+10.5万股+28.02%加仓
DDYNATRACEDT
0.67%$7,181.9万163.6万股$00股+163.6万股新买入
INDIE SEMICONDUCTORINDI
0.67%0.64%$7,145.5万1,591.4万股$6,197.2万1,924.6万股-333.2万股-17.31%减仓
AGREE RLTYADC
0.67%0.85%$7,142.3万94.3万股$8,302.2万110.1万股-15.8万股-14.38%减仓
INTUITIVE MACHS INC CLASS ALUNR
0.63%0.67%$6,788.0万317.3万股$6,521.6万351.4万股-34.0万股-9.69%减仓
爵士制药JAZZ
0.62%1.01%$6,681.6万27.7万股$9,779.3万51.7万股-24.0万股-46.40%减仓
SSAIASAIA
0.59%0.66%$6,379.6万15.1万股$6,410.6万18.2万股-3.1万股-17.00%减仓
EENTEGRISENTG
0.59%0.91%$6,330.2万35.2万股$8,848.2万75.5万股-40.3万股-53.37%减仓
FFIRST BANCORPFBP
0.59%0.64%$6,314.8万242.2万股$6,245.1万292.4万股-50.1万股-17.15%减仓
CCIRCLE INTERNET COM CL ACRCL
0.59%1.52%$6,293.0万100.5万股$1.48亿154.8万股-54.3万股-35.10%减仓
哈勃HUBB
0.59%0.13%$6,278.3万12.0万股$1,230.2万2.5万股+9.5万股+378.69%加仓
AXSOME THERAPEUTICSAXSM
0.58%0.35%$6,224.0万25.4万股$3,432.2万20.3万股+5.1万股+25.22%加仓
FFLEXFLEX
0.58%0.24%$6,193.3万38.2万股$2,366.9万36.2万股+2.1万股+5.68%加仓
WINTRUST FINLWTFC
0.58%0.66%$6,181.2万38.5万股$6,419.2万46.2万股-7.7万股-16.76%减仓
TTIDEWATER NEWTDW
0.56%0.92%$5,962.0万89.5万股$8,963.2万107.3万股-17.8万股-16.59%减仓
ATMUS FILTRATION TECHNOLOGIEATMU
0.55%0.43%$5,904.3万115.8万股$4,213.6万74.2万股+41.6万股+56.01%加仓
捷普JBL
0.55%0.45%$5,866.5万15.2万股$4,378.3万16.5万股-1.3万股-7.67%减仓
LENNARLEN
0.54%0.73%$5,828.6万65.1万股$7,084.4万86.0万股-20.9万股-24.30%减仓

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