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ESSEX INVESTMENT MANAGEMENT CO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ESSEX INVESTMENT MANAGEMENT CO LLC
报告期 2026-03-31 · CIK 0000201772
持仓数
305
前50大市值合计
$366.8M
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*
—
TOWER SEMICONDUCTOR LTD
COM
$20.3M
115,933
5.5%
LINC
LINCOLN EDL SVCS CORP
COM
$14.5M
355,304
3.9%
STRL
STERLING INFRASTRUCTURE INC
COM
$13.1M
32,057
3.6%
—
KINIKSA PHARMACEUTICALS INTL P
COM
$12.0M
249,278
3.3%
LGND
LIGAND PHARMACEUTICALS INC
COM
$11.7M
58,460
3.2%
DRS
LEONARDO DRS INC
COM
$11.6M
261,454
3.2%
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
COM
$11.2M
158,844
3.1%
GSAT
GLOBALSTAR INC
COM
$11.0M
165,665
3.0%
INSM
INSMED INC
COM
$10.2M
62,676
2.8%
GHM
GRAHAM CORP
COM
$10.1M
128,294
2.8%
MIRM
MIRUM PHARMACEUTICALS INC
COM
$10.0M
108,338
2.7%
CECO
CECO ENVIRONMENTAL CORP
COM
$9.4M
157,246
2.6%
HCI
HCI GROUP INC
COM
$8.9M
57,634
2.4%
AGX
ARGAN INC
COM
$8.8M
16,098
2.4%
AAPL
APPLE INC
COM
$8.3M
32,580
2.3%
BWAY
BRAINSWAY LTD
ADR
$8.2M
618,553
2.2%
AEM
AGNICO EAGLE MINES LTD
COM
$7.8M
38,643
2.1%
AMSC
AMERICAN SUPERCONDUCTOR CORP
COM
$7.7M
227,558
2.1%
AMPX
AMPRIUS TECHNOLOGIES INC
COM
$7.5M
445,441
2.0%
GEV
GE VERNOVA INC
COM
$7.3M
8,319
2.0%
PRIM
PRIMORIS SVCS CORP
COM
$6.9M
48,177
1.9%
ADPT
ADAPTIVE BIOTECHNOLOGIES CORP
COM
$6.8M
493,403
1.9%
TTI
TETRA TECHNOLOGIES INC DEL
COM
$6.6M
774,099
1.8%
GS
GOLDMAN SACHS GROUP INC
COM
$6.4M
7,556
1.7%
WLDN
WILLDAN GROUP INC
COM
$6.0M
78,292
1.6%
COHU
COHU INC
COM
$5.9M
191,885
1.6%
MSFT
MICROSOFT CORP
COM
$5.8M
15,791
1.6%
MIR
MIRION TECHNOLOGIES INC
COM
$5.7M
309,110
1.6%
AMZN
AMAZON COM INC
COM
$5.7M
27,208
1.5%
OII
OCEANEERING INTL INC
COM
$5.6M
158,374
1.5%
WMS
ADVANCED DRAIN SYS INC DEL
COM
$5.6M
40,569
1.5%
BVS
BIOVENTUS INC
COM
$5.5M
603,258
1.5%
MAMA
MAMAS CREATIONS INC
COM
$5.2M
341,657
1.4%
BWXT
BWX TECHNOLOGIES INC
COM
$5.2M
25,555
1.4%
PATK
PATRICK INDS INC
COM
$5.1M
46,228
1.4%
LYTS
LSI INDS INC OHIO
COM
$5.1M
274,082
1.4%
ORN
ORION GROUP HLDGS INC
COM
$5.0M
461,772
1.4%
—
NOVOCURE LTD
COM
$4.9M
452,370
1.3%
TVTX
TRAVERE THERAPEUTICS INC
COM
$4.8M
161,705
1.3%
AIP
ARTERIS INC
COM
$4.8M
290,319
1.3%
AVPT
AVEPOINT INC
COM
$4.7M
498,482
1.3%
—
ASML HLDG NV
ADR
$4.7M
3,556
1.3%
SNDX
SYNDAX PHARMACEUTICALS INC
COM
$4.6M
198,985
1.3%
CXDO
CREXENDO INC
COM
$4.6M
742,986
1.2%
ECG
EVERUS CONSTR GROUP
COM
$4.5M
38,098
1.2%
XERS
XERIS BIOPHARMA HOLDINGS INC
COM
$4.3M
747,769
1.2%
GMED
GLOBUS MED INC
COM
$4.3M
50,004
1.2%
—
AMBARELLA INC
COM
$4.2M
82,387
1.2%
XZO
EXZEO GROUP INC
COM
$4.2M
288,111
1.2%
FEIM
FREQUENCY ELECTRS INC
COM
$4.1M
93,026
1.1%
* 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
23%
前 6 大占比
TOWER SEMICONDUCTOR LTD
5.5%
LINC
3.9%
STRL
3.6%
KINIKSA PHARMACEUTICALS INTL P
3.3%
LGND
3.2%
DRS
3.2%
其他
77.3%
