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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 33
增持 53
减持 32
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
CHGG
CHEGG INC COM
-$8.5M
0
-100%
建仓
THC
TENET HEALTHCARE CORP COM NEW
+$8.1M
136,986
增持
—
TPI COMPOSITES INC COM
+$6.5M
765,292
+123%
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
HCI
HCI GROUP INC COM
+$6.0M
195,752
+71%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$5.5M
68,338
+3564%
减持
—
CUTERA INC COM
-$3.7M
144,416
-10%
清仓
TMCI
TREACE MED CONCEPTS INC COM
-$3.2M
0
-100%
减持
ENPH
ENPHASE ENERGY INC COM
-$3.2M
6,452
-62%
建仓
—
NIBE INDUSTRIER AB
+$3.2M
279,665
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP CO
+$2.9M
135,895
增持
ASPN
ASPEN AEROGELS INC COM
-$2.9M
711,007
+2%
清仓
RUN
SUNRUN INC COM
-$2.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$2.5M
2,269
-75%
减持
CRM
SALESFORCE INC COM
+$2.5M
42,213
-6%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$2.3M
0
-100%
增持
—
REVANCE THERAPEUTICS INC COM
+$2.2M
108,613
+60%
增持
DCBO
DOCEBO INC COM
+$2.1M
86,107
+107%
清仓
—
STEM INC COM
-$2.0M
0
-100%
建仓
OFIX
ORTHOFIX MED INC COM
+$1.9M
113,421
建仓
ATRC
ATRICURE INC COM
+$1.9M
45,436
建仓
—
NANOSTRING TECHNOLOGIES INC CO
+$1.9M
189,954
减持
AAPL
APPLE INC COM
+$1.9M
93,670
-10%
建仓
GTLS
CHART INDS INC COM PAR $0.01
+$1.8M
13,991
增持
SKY
SKYLINE CHAMPION CORPORATION C
+$1.7M
51,855
+23%
清仓
JD
JD.COM INC SPON ADR CL A
-$1.7M
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.6M
1,315
-87%
清仓
IBM
INTERNATIONAL BUSINESS MACHS C
-$1.6M
0
-100%
增持
PPLI
IAC INC COM NEW
+$1.6M
31,989
+3568%
增持
TMDX
TRANSMEDICS GROUP INC COM
+$1.6M
70,580
+17%
清仓
WMT
WALMART INC COM
-$1.6M
0
-100%
建仓
ADPT
ADAPTIVE BIOTECHNOLOGIES CORP
+$1.6M
180,572
减持
—
APTIV PLC SHS
-$1.6M
28,099
-45%
清仓
LLY
LILLY ELI & CO COM
-$1.6M
0
-100%
增持
DIS
DISNEY WALT CO COM
+$1.5M
56,921
+17%
清仓
—
SVB FINANCIAL GROUP COM
-$1.4M
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$1.4M
14,348
减持
PEP
PEPSICO INC COM
-$1.4M
32,556
-20%
减持
ENVX
ENOVIX CORPORATION COM
-$1.4M
166,330
-46%
减持
MSFT
MICROSOFT CORP COM
+$1.4M
49,737
-8%
减持
STRL
STERLING INFRASTRUCTURE INC CO
+$1.4M
304,995
-2%
增持
RVLV
REVOLVE GROUP INC CL A
+$1.3M
182,554
+17%
减持
ULTA
ULTA BEAUTY INC COM
-$1.3M
2,236
-59%
建仓
CIEN
CIENA CORP COM NEW
+$1.3M
25,020
建仓
NTRA
NATERA INC COM
+$1.3M
23,602
清仓
—
SEASPINE HLDGS CORP COM
-$1.3M
0
-100%
清仓
VMC
VULCAN MATLS CO COM
-$1.3M
0
-100%
增持
ATEC
ALPHATEC HLDGS INC COM NEW
+$1.3M
256,453
+17%
建仓
—
KINIKSA PHARMACEUTICALS LTD CO
+$1.3M
119,170
增持
KRUS
KURA SUSHI USA INC CL A COM
+$1.3M
53,332
+14%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORP-CL A
+$1.3M
3,944
清仓
WFC
WELLS FARGO CO NEW COM
-$1.2M
0
-100%
清仓
—
PDC ENERGY INC COM
-$1.2M
0
-100%
清仓
CTVA
CORTEVA INC COM
-$1.2M
0
-100%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
+$1.2M
168,918
+65%
清仓
LDOS
LEIDOS HOLDINGS INC COM
-$1.2M
0
-100%
清仓
OOMA
OOMA INC COM
-$1.2M
0
-100%
增持
—
ICHOR HOLDINGS SHS
+$1.2M
135,766
+12%
增持
OI
O-I GLASS INC COM
+$1.2M
129,669
+24%
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$1.2M
24,000
增持
GNRC
GENERAC HLDGS INC COM
+$1.2M
52,758
+18%
清仓
NVDA
NVIDIA CORPORATION COM
-$1.2M
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$1.2M
60,643
建仓
—
ENETI INC COM
+$1.2M
124,367
建仓
WDAY
WORKDAY INC CL A
+$1.2M
5,598
清仓
—
ATLAS TECHNICAL CONSULTANTS IN
-$1.1M
0
-100%
增持
—
STRATASYS LTD SHS
+$1.1M
115,982
+77%
减持
TRMB
TRIMBLE INC COM
-$1.1M
57,694
-30%
减持
WTS
WATTS WATER TECHNOLOGIES INC C
-$1.1M
10,982
-46%
增持
—
CAMBIUM NETWORKS CORP SHS
-$1.1M
388,013
+5%
减持
PFE
PFIZER INC COM
-$1.1M
97,098
-2%
清仓
—
GOLAR LNG LTD SHS
-$1.1M
0
-100%
减持
SLGN
SILGAN HLDGS INC COM
-$1.1M
2,149
-91%
减持
AMZN
AMAZON COM INC COM
+$1.1M
64,605
-3%
清仓
—
CARDIOVASCULAR SYS INC DEL COM
-$1.1M
0
-100%
增持
DDD
3-D SYS CORP DEL COM NEW
+$1.1M
304,470
+3%
减持
ERII
ENERGY RECOVERY INC COM
+$1.1M
453,984
-1%
增持
MU
MICRON TECHNOLOGY INC COM
+$1.1M
17,906
+6205%
清仓
CYRX
CRYOPORT INC COM PAR $0.001
-$1.1M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$1.1M
38,298
+6%
减持
INTU
INTUIT COM
-$1.1M
8,791
-31%
清仓
—
CANADIAN PAC RY LTD COM
-$1.0M
0
-100%
减持
—
SENSATA TECHNOLOGIES HLDG PLC
+$1.0M
120,160
-3%
增持
TRNS
TRANSCAT INC COM
+$1.0M
35,399
+17%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$1.0M
15,000
建仓
BWA
BORGWARNER INC COM
+$1.0M
20,572
增持
SKYT
SKYWATER TECHNOLOGY INC COM
+$1.0M
188,330
+18%
增持
TER
TERADYNE INC COM
+$1.0M
9,475
+6434%
增持
—
SUPERIOR INDS INTL INC COM
+$1.0M
749,540
+17%
减持
JPM
JPMORGAN CHASE & CO COM
-$983.5K
10,226
-41%
建仓
KLIC
KULICKE & SOFFA INDS INC COM
+$983.1K
18,659
清仓
—
INVESCO LTD SHS
-$973.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$963.0K
0
-100%
增持
ASYS
AMTECH SYS INC COM PAR $0.01N
+$947.7K
311,818
+17%
建仓
SQ
BLOCK INC CL A
+$940.4K
13,698
减持
RRC
RANGE RES CORP COM
-$928.7K
5,149
-88%
建仓
CZR
CAESARS ENTERTAINMENT INC NEW
+$910.7K
18,659
增持
CCS
CENTURY CMNTYS INC COM
+$909.2K
38,786
+24%
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$905.4K
13,063
减持
ALB
ALBEMARLE CORP COM
-$904.4K
25,057
-16%
建仓
PACK
RANPAK HOLDINGS CORP COM CL A
+$901.0K
172,599
增持
VRAYQ
VIEWRAY INC COM
-$897.9K
1,332,991
+8%
减持
DGII
DIGI INTL INC COM
-$893.2K
308,248
-0%
增持
—
CHARGEPOINT HOLDINGS INC COM C
+$888.1K
200,679
+58%
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$887.0K
0
-100%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC COM
+$883.3K
28,838
+4%
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$882.0K
0
-100%
减持
FLR
FLUOR CORP NEW COM
-$873.5K
27,031
-45%
减持
AYI
ACUITY BRANDS INC COM
-$854.9K
1,084
-83%
建仓
CBOE
CBOE GLOBAL MKTS INC COM
+$850.7K
6,337
建仓
CRL
CHARLES RIV LABS INTL INC COM
+$847.2K
4,198
清仓
LVS
LAS VEGAS SANDS CORP COM
-$843.0K
0
-100%
增持
PATK
PATRICK INDS INC COM
+$842.1K
85,817
+3%
建仓
BA
BOEING CO COM
+$830.2K
3,908
建仓
PYPL
PAYPAL HLDGS INC COM
+$805.9K
10,612
建仓
AVAV
AEROVIRONMENT INC COM
+$801.8K
8,747
增持
—
HERITAGE CRYSTAL CLEAN INC COM
+$791.3K
134,015
+9%
增持
GMED
GLOBUS MED INC CL A
-$773.8K
58,496
+6%
增持
DAVA
ENDAVA PLC ADS
+$768.1K
63,249
+39%
增持
SSTI
SHOTSPOTTER INC COM
+$760.5K
73,511
+17%
增持
VMD
VIEMED HEALTHCARE INC COM
+$756.3K
237,088
+17%
建仓
AA
ALCOA CORP COM
+$754.4K
17,726
增持
DRS
LEONARDO DRS INC COM
+$754.3K
452,759
+13%
增持
EVCM
EVERCOMMERCE INC COM
+$727.6K
159,221
+24%
增持
ALTG
ALTA EQUIPMENT GROUP INC COMMO
+$718.9K
158,290
+17%
增持
BEEM
BEAM GLOBAL COM
+$702.8K
91,249
+113%
增持
—
AKOYA BIOSCIENCES INC COM
+$698.6K
238,703
+82%
建仓
HP
HELMERICH & PAYNE INC COM
+$693.3K
19,392
清仓
GO
GROCERY OUTLET HLDG CORP COM
-$677.0K
0
-100%
增持
—
BARRICK GOLD CORP COM
+$668.6K
136,812
+26%
建仓
TSLA
TESLA INC COM
+$663.9K
3,200
减持
—
ICAD INC COM NEW
-$663.3K
117,537
-73%
增持
—
LUXFER HLDGS PLC SHS
+$661.6K
128,559
+17%
减持
WTTR
SELECT ENERGY SVCS INC CL A CO
-$659.5K
230,822
-6%
增持
—
ZUORA INC COM CL A
+$657.8K
139,046
+24%
增持
—
INSTRUCTURE HLDGS INC COM
+$649.5K
93,185
+24%
建仓
MCO
MOODYS CORP COM
+$643.9K
2,104
清仓
BAC
BANK AMERICA CORP COM
-$630.0K
0
-100%
增持
FIVE
FIVE BELOW INC COM
+$621.8K
9,889
+24%
减持
—
EVOQUA WATER TECHNOLOGIES CORP
+$619.4K
169,457
-14%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$614.9K
19,003
-4%
增持
—
WOLFSPEED INC COM
+$612.0K
59,631
+26%
增持
STKL
SUNOPTA INC COM
+$610.9K
1,503,490
+16%
减持
CAT
CATERPILLAR INC COM
-$609.4K
14,930
-11%
增持
WYNN
WYNN RESORTS LTD COM
+$602.1K
12,600
+29%
清仓
AIRG
AIRGAIN INC COM
-$602.0K
0
-100%
清仓
RGNX
REGENXBIO INC COM
-$601.0K
0
-100%
增持
—
BIODESIX INC COM
+$592.3K
785,652
+108%
增持
—
ISUN INC COM
+$589.8K
870,694
+279%
减持
DE
DEERE & CO COM
-$585.9K
2,277
-36%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
+$570.8K
21,695
+16%
