本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Bares Capital Management, Inc. (CIK 1340807) reported $1.08B across 24 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: PEGA ($194.4M, 17.93%), XYZ ($144.0M, 13.28%), WDAY ($142.9M, 13.19%), IBKR ($141.8M, 13.08%), CSGP ($103.5M, 9.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PEGA | Pegasystems Inc | $194.4M | 17.93% | 3.4M | Trimmed |
| 2 | XYZ | Block Inc | $144.0M | 13.28% | 2.0M | Trimmed |
| 3 | WDAY | Workday Inc. | $142.9M | 13.19% | 593,755 | Added |
| 4 | IBKR | Interactive Brokers Group Inc | $141.8M | 13.08% | 2.1M | Trimmed |
| 5 | CSGP | CoStar Group | $103.5M | 9.54% | 1.2M | Added |
| 6 | ETSY | Etsy Inc | $94.7M | 8.73% | 1.4M | Trimmed |
| 7 | ALGN | Align Technology Inc. | $76.3M | 7.04% | 609,722 | Added |
| 8 | W | Wayfair Inc | $60.1M | 5.54% | 672,486 | Trimmed |
| 9 | MEDP | Medpace Holdings, Inc. | $57.3M | 5.29% | 111,507 | Trimmed |
| 10 | GMED | Globus Medical Inc Class A | $29.8M | 2.75% | 521,129 | New |
| 11 | VEEV | Veeva Systems Inc. | $21.9M | 2.02% | 73,360 | Trimmed |
| 12 | ONTO | Onto Innovation Inc. | $9.7M | 0.90% | 75,450 | New |
| 13 | MIDD | Middleby Corp | $7.3M | 0.67% | 54,625 | Hold |
| 14 | AME | AMETEK Inc | $28,576 | 0.00% | 152 | Hold |
| 15 | APG | APi Group Corporation | $30,142 | 0.00% | 877 | Added |
| 16 | APH | Amphenol Corporation Class A | $43,684 | 0.00% | 353 | Hold |
| 17 | BRO | Brown & Brown Inc | $24,292 | 0.00% | 259 | Hold |
| 18 | FERG | Ferguson Enterprises Inc. | $23,132 | 0.00% | 103 | Hold |
| 19 | HEIA | HEICO Corporation Class A | $30,999 | 0.00% | 122 | Hold |
| 20 | MCO | Moody`s Corporation | $16,200 | 0.00% | 34 | Hold |
| 21 | SNEX | StoneX Group Inc | $40,570 | 0.00% | 402 | Trimmed |
| 22 | TYL | Tyler Technologies, Inc. | $14,648 | 0.00% | 28 | Hold |
| 23 | VRSK | Verisk Analytics Inc. | $14,588 | 0.00% | 58 | Hold |
| 24 | WSO | Watsco Inc | $18,194 | 0.00% | 45 | Hold |
来源：SEC 13F 申报文件 · 截至 2025-09-30