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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
$366.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 57
减持 36
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
—
WOLFSPEED INC COM
+$5.5M
49,303
减持
AAPL
APPLE INC COM
+$4.2M
117,751
-1%
增持
TNDM
TANDEM DIABETES CARE INC COM N
+$4.1M
86,697
+16%
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。
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$3.7M
12,815
+30412%
清仓
—
WOLFSPEED INC COM
-$3.6M
0
-100%
增持
STRL
STERLING CONSTRUCTION CO INC C
+$3.5M
397,101
+29%
减持
MSFT
MICROSOFT CORP COM
+$3.3M
61,858
-0%
减持
ASPN
ASPEN AEROGELS INC COM
-$3.3M
376,870
-21%
清仓
ITRI
ITRON INC COM
-$3.1M
0
-100%
减持
CIEN
CIENA CORP COM NEW
+$3.0M
120,717
-1%
增持
UPWK
UPWORK INC COM
+$3.0M
95,951
+1443%
建仓
RGP
RESOURCES CONNECTION INC COM
+$2.9M
159,959
增持
—
APTIV PLC SHS
+$2.8M
56,987
+29%
增持
HASI
HANNON ARMSTRONG SUST INFR CAP
+$2.8M
129,682
+68%
减持
—
SVB FINANCIAL GROUP COM
-$2.8M
3,000
-59%
清仓
BA
BOEING CO COM
-$2.7M
0
-100%
清仓
STLD
STEEL DYNAMICS INC COM
-$2.6M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDNG PLC
+$2.6M
126,561
+34%
增持
ENVX
ENOVIX CORPORATION COM
+$2.6M
163,944
+69%
减持
—
EVERBRIDGE INC COM
-$2.6M
27,674
-7%
清仓
RMNI
RIMINI STR INC DEL COM
-$2.6M
0
-100%
减持
ACCD
ACCOLADE INC COM
-$2.5M
81,612
-27%
增持
ORI
OLD REP INTL CORP COM
+$2.5M
246,785
+62%
清仓
WMT
WALMART INC COM
-$2.5M
0
-100%
减持
CSTL
CASTLE BIOSCIENCES INC COM
-$2.4M
91,935
-4%
增持
MP
MP MATERIALS CORP COM CL A
+$2.4M
149,870
+10%
减持
MRNA
MODERNA INC COM
-$2.4M
7,300
-34%
建仓
—
SYNCHRONOSS TECHNOLOGIES INC C
+$2.2M
920,938
减持
INVE
IDENTIV INC COM NEW
+$2.2M
288,639
-8%
增持
—
DRAFTKINGS INC COM CL A
-$2.0M
126,025
+10%
清仓
—
SHIFT TECHNOLOGIES INC CL A
-$2.0M
0
-100%
减持
F
FORD MTR CO DEL COM
+$2.0M
507,018
-16%
清仓
PYPL
PAYPAL HLDGS INC COM
-$2.0M
0
-100%
清仓
DE
DEERE & CO COM
-$2.0M
0
-100%
清仓
VCEL
VERICEL CORP COM
-$2.0M
0
-100%
减持
—
KORNIT DIGITAL LTD SHS
-$2.0M
54,748
-23%
清仓
GILD
GILEAD SCIENCES INC COM
-$1.9M
0
-100%
增持
KRUS
KURA SUSHI USA INC CL A COM
+$1.9M
47,552
+8%
清仓
—
DMY TECHNOLOGY GROUP INC IV CO
-$1.9M
0
-100%
增持
—
AVID BIOSERVICES INC COM
+$1.9M
206,488
+7%
清仓
META
FACEBOOK INC CL A
-$1.9M
0
-100%
清仓
—
VENUS CONCEPT INC COM
-$1.8M
0
-100%
建仓
—
VOLTA INC COM CL A
+$1.8M
246,574
增持
AVNT
AVIENT CORPORATION COM
+$1.8M
66,366
+61%
增持
AMZN
AMAZON COM INC COM
+$1.8M
5,657
+9%
减持
—
EVOQUA WATER TECHNOLOGIES CORP
+$1.8M
205,302
-1%
建仓
UTI
UNIVERSAL TECHNICAL INST INC C
+$1.7M
220,000
建仓
—
GTY TECHNOLOGY HOLDINGS INC CO
+$1.7M
256,576
增持
DGII
DIGI INTL INC COM
+$1.7M
175,131
+41%
清仓
LOW
LOWES COS INC COM
-$1.6M
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$1.6M
39,000
增持
TRMB
TRIMBLE INC COM
+$1.6M
51,831
+47%
建仓
—
GOLAR LNG LTD SHS
+$1.6M
128,000
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$1.6M
31,600
建仓
TVTX
TRAVERE THERAPEUTICS INC COM
+$1.6M
50,301
建仓
BKNG
BOOKING HOLDINGS INC COM
+$1.6M
650
减持
—
REVANCE THERAPEUTICS INC COM
-$1.5M
129,384
-1%
减持
—
ITERIS INC NEW COM
-$1.5M
860,310
-8%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$1.5M
44,911
-1%
清仓
IMMR
IMMERSION CORP COM
-$1.5M
0
-100%
建仓
CHRW
C H ROBINSON WORLDWIDE INC COM
+$1.5M
13,800
建仓
—
SYNOVUS FINL CORP COM NEW
+$1.5M
31,000
增持
STKL
SUNOPTA INC COM
+$1.5M
734,594
+80%
增持
—
SIERRA WIRELESS INC COM
+$1.5M
221,186
+41%
清仓
—
OPTINOSE INC COM
-$1.5M
0
-100%
增持
BMI
BADGER METER INC COM
+$1.4M
32,377
+62%
减持
TWST
TWIST BIOSCIENCE CORP COM
-$1.4M
42,334
-3%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$1.4M
9,287
+122%
增持
GNRC
GENERAC HLDGS INC COM
-$1.4M
25,496
+1%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$1.3M
12,500
减持
—
CRISPR THERAPEUTICS AG NAMEN A
-$1.3M
32,828
-3%
建仓
—
TIVITY HEALTH INC COM
+$1.3M
49,609
清仓
BHE
BENCHMARK ELECTRS INC COM
-$1.3M
0
-100%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC COM
+$1.3M
16,363
+32%
减持
DAVA
ENDAVA PLC ADS
+$1.2M
43,442
-2%
减持
FDX
FEDEX CORP COM
-$1.2M
124
-98%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.2M
16,365
+68%
增持
NTNX
NUTANIX INC CL A
+$1.2M
47,225
+536%
清仓
UNM
UNUM GROUP COM
-$1.2M
0
-100%
清仓
ROKU
ROKU INC COM CL A
-$1.2M
0
-100%
增持
CAT
CATERPILLAR INC COM
+$1.2M
29,843
+16%
增持
PATK
PATRICK INDS INC COM
+$1.2M
71,420
+31%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$1.2M
9,810
-44%
清仓
—
ENETI INC COM
-$1.2M
0
-100%
建仓
MHH
MASTECH DIGITAL INC COM
+$1.2M
69,586
减持
—
LAZARD LTD SHS A
-$1.2M
47,637
-33%
建仓
FSLR
FIRST SOLAR INC COM
+$1.2M
13,500
增持
SNDR
SCHNEIDER NATIONAL INC CL B
+$1.2M
70,134
+124%
建仓
PL
PLANET LABS PBC COM CL A
+$1.2M
190,000
减持
CDXS
CODEXIS INC COM
+$1.1M
152,564
-3%
增持
ERII
ENERGY RECOVERY INC COM
+$1.1M
391,781
+2%
建仓
OLPX
OLAPLEX HLDGS INC COM
+$1.1M
37,500
增持
VUZI
VUZIX CORP COM NEW
+$1.1M
301,096
+102%
减持
MU
MICRON TECHNOLOGY INC COM
-$1.1M
284
-98%
清仓
MITK
MITEK SYS INC COM NEW
-$1.0M
0
-100%
减持
—
BARRICK GOLD CORP COM
-$1.0M
171,903
-28%
增持
BW
BABCOCK & WILCOX ENTERPRISES I
+$1.0M
334,512
+7%
减持
—
GATES INDUSTRIAL CORPRATIN PLC
-$1.0M
122,925
-33%
增持
—
HUTTIG BLDG PRODS INC COM
+$964.0K
140,794
+26%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC C
+$947.0K
224,229
+30%
清仓
—
SIENTRA INC COM
-$945.0K
0
-100%
增持
CGNX
COGNEX CORP COM
+$937.0K
96,515
+18%
增持
TMDX
TRANSMEDICS GROUP INC COM
-$934.0K
82,255
+8%
清仓
AVAV
AEROVIRONMENT INC COM
-$907.0K
0
-100%
清仓
—
DROPBOX INC CL A
-$893.0K
0
-100%
减持
PI
IMPINJ INC COM
+$889.0K
40,598
-14%
减持
MLM
MARTIN MARIETTA MATLS INC COM
+$885.0K
9,134
-1%
增持
ASIX
ADVANSIX INC COM
+$879.0K
86,098
+7%
建仓
TRIP
TRIPADVISOR INC COM
+$870.0K
31,898
增持
LNN
LINDSAY CORP COM
+$849.0K
20,854
+36%
清仓
—
KANSAS CITY SOUTHERN COM NEW
-$846.0K
0
-100%
清仓
MC
MOELIS & CO CL A
-$836.0K
0
-100%
增持
—
APOLLO ENDOSURGERY INC COM
+$827.0K
358,840
+48%
减持
GDX
VANECK ETF TRUST GOLD MINERS E
-$807.0K
30,113
-50%
增持
NOVT
NOVANTA INC COM
+$798.0K
23,510
+8%
增持
PPLI
IAC INTERACTIVECORP NEW COM NE
+$785.0K
11,277
+113%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$768.0K
0
-100%
增持
—
RADA ELECTR INDS LTD COM PAR N
+$763.0K
519,691
+34%
增持
CRM
SALESFORCE COM INC COM
+$763.0K
16,139
+31%
减持
DOMO
DOMO INC COM CL B
-$756.0K
21,091
-1%
增持
VCYT
VERACYTE INC COM
+$741.0K
159,789
+27%
清仓
—
SEABRIDGE GOLD INC COM
-$739.0K
0
-100%
增持
—
SUPERIOR INDS INTL INC COM
-$733.0K
358,767
+8%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC
+$732.0K
19,900
+112%
清仓
PRIM
PRIMORIS SVCS CORP COM
-$731.0K
0
-100%
减持
SKY
SKYLINE CHAMPION CORPORATION C
+$723.0K
39,613
-1%
清仓
TWOU
2U INC COM
-$721.0K
0
-100%
增持
OPRX
OPTIMIZERX CORP COM NEW
-$715.0K
40,715
+7%
减持
ONTO
ONTO INNOVATION INC COM
+$703.0K
24,931
-1%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
+$699.0K
8,500
+305%
减持
DIS
DISNEY WALT CO COM
-$690.0K
44,707
-1%
增持
SLB
SCHLUMBERGER LTD COM STK
+$687.0K
64,000
+54%
增持
HCI
HCI GROUP INC COM
-$686.0K
34,909
+7%
建仓
PRLB
PROTO LABS INC COM
+$683.0K
13,300
增持
—
AMYRIS INC COM NEW
-$664.0K
260,524
+73%
减持
GDXJ
VANECK ETF TRUST JUNIOR GOLD M
-$658.0K
83,260
-23%
建仓
—
GSE SYS INC COM
+$657.0K
383,986
建仓
—
CANADIAN PAC RY LTD COM
+$648.0K
9,012
减持
VMC
VULCAN MATLS CO COM
+$644.0K
17,491
-1%
增持
—
VOXX INTL CORP CL A
+$637.0K
175,635
+75%
增持
RELL
RICHARDSON ELECTRS LTD COM
+$629.0K
108,690
+25%
增持
BEEM
BEAM GLOBAL COM
-$625.0K
83,277
+5%
减持
TSLA
TESLA INC COM
-$615.0K
1,400
-48%
建仓
FFIV
F5 INC COM
+$612.0K
2,500
增持
—
COWEN INC CL A NEW
+$597.0K
277,965
+1%
增持
CHGG
CHEGG INC COM
+$589.0K
127,039
+161%
建仓
HLIT
HARMONIC INC COM
+$588.0K
50,000
增持
BP
BP PLC SPONSORED ADR
+$580.0K
373,847
+9%
建仓
—
TESSCO TECHNOLOGIES INC COM
+$575.0K
91,095
增持
—
INSTRUCTURE HLDGS INC COM
+$574.0K
67,719
+46%
