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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 27
减持 95
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$6.3M
155,850
-49%
增持
IEX
IDEX CORP
+$5.0M
23,903
+28356%
减持
MYGN
MYRIAD GENETICS INC
-$4.9M
116,709
-51%
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。
减持
XYL
XYLEM INC
-$3.9M
22,821
-53%
减持
THC
TENET HEALTHCARE CORP
-$3.6M
21,867
-43%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$3.1M
139,676
清仓
DCTH
DELCATH SYS INC
-$3.0M
0
-100%
增持
ASPN
ASPEN AEROGELS INC
-$3.0M
248,243
+15%
建仓
QDEL
QUIDELORTHO CORP
+$2.8M
63,797
建仓
—
RADCOM LTD
+$2.8M
229,133
减持
EOLS
EVOLUS INC
-$2.8M
182,503
-38%
清仓
TBBK
BANCORP INC DEL
-$2.7M
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$2.6M
155,261
减持
PRIM
PRIMORIS SVCS CORP
+$2.5M
146,371
-2%
建仓
—
FORWARD AIR CORP
+$2.5M
77,127
增持
OUST
OUSTER INC
+$2.3M
275,433
+67%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$2.3M
51,725
-36%
减持
—
SELECT MED HLDGS CORP
-$2.3M
133,819
-3%
减持
DRS
LEONARDO DRS INC
-$2.3M
257,807
-31%
建仓
CON
CONCENTRA GROUP HOLDINGS PAREN
+$2.1M
108,586
减持
AVPT
AVEPOINT INC
+$2.0M
545,745
-8%
减持
LTRX
LANTRONIX INC
-$1.9M
122
-100%
建仓
GTLS
CHART INDS INC
+$1.9M
9,834
清仓
OPRX
OPTIMIZERX CORP
-$1.9M
0
-100%
清仓
TCMD
TACTILE SYS TECHNOLOGY INC
-$1.8M
0
-100%
增持
NUTX
NUTEX HEALTH INC
+$1.8M
105,809
+45%
增持
—
AMBARELLA INC
+$1.8M
90,522
+6%
清仓
—
BIODESIX INC
-$1.7M
0
-100%
减持
—
CERAGON NETWORKS LTD
+$1.7M
1,102,599
-12%
增持
PEGA
PEGASYSTEMS INC
+$1.6M
45,881
+27%
清仓
EVLV
EVOLV TECHNOLOGIES HLDNGS INC
-$1.6M
0
-100%
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$1.6M
474,955
清仓
MWA
MUELLER WTR PRODS INC
-$1.6M
0
-100%
减持
—
KINIKSA PHARMACEUTICALS INTL P
-$1.6M
173,799
-13%
减持
SG
SWEETGREEN INC
-$1.5M
77,137
-32%
减持
MYO
MYOMO INC
+$1.5M
793,697
-12%
增持
—
TOWER SEMICONDUCTOR LTD
+$1.5M
183,392
+2%
建仓
ECG
EVERUS CONSTR GROUP
+$1.5M
22,751
建仓
MEI
METHODE ELECTRS INC
+$1.4M
122,533
减持
MIR
MIRION TECHNOLOGIES INC
+$1.4M
304,255
-13%
减持
—
ENVIRI CORP
-$1.4M
345,875
-11%
减持
AQST
AQUESTIVE THERAPEUTICS INC
-$1.3M
623,310
-12%
增持
FSLR
FIRST SOLAR INC
+$1.2M
7,122
+7902%
减持
CRM
SALESFORCE INC
+$1.2M
22,000
-2%
减持
TRNS
TRANSCAT INC
-$1.2M
38,289
-12%
减持
CECO
CECO ENVIRONMENTAL CORP
-$1.2M
155,046
-26%
清仓
ENPH
ENPHASE ENERGY INC
-$1.2M
0
-100%
减持
WLDN
WILLDAN GROUP INC
-$1.1M
138,007
-11%
增持
PATK
PATRICK INDS INC
-$1.1M
48,432
+34%
减持
—
NOVOCURE LTD
+$1.1M
121,826
-25%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$1.1M
13,535
-13%
减持
CLPT
CLEARPOINT NEURO INC
+$1.1M
408,822
-12%
减持
NOVT
NOVANTA INC
-$1.1M
20,411
-13%
减持
—
SIMILARWEB LTD
+$1.1M
264,820
-13%
减持
LINC
LINCOLN EDL SVCS CORP
+$1.0M
399,640
-10%
减持
AMZN
AMAZON COM INC
+$1.0M
33,490
-2%
减持
PFE
PFIZER INC
-$1.0M
126,810
-16%
减持
INSM
INSMED INC
-$986.6K
67,330
-13%
清仓
DLHC
DLH HLDGS CORP
-$976.6K
0
-100%
减持
EVER
EVERQUOTE INC
-$955.5K
180,818
-17%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$949.6K
43,487
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$922.4K
9,811
+3%
增持
NEE
NEXTERA ENERGY INC
-$918.3K
118,191
+6%
减持
ERII
ENERGY RECOVERY INC
-$904.7K
219,331
-8%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$875.5K
0
-100%
增持
RCEL
AVITA MEDICAL INC
+$865.7K
261,171
+13%
增持
GEV
GE VERNOVA INC
+$863.0K
11,597
+0%
减持
—
NOVA LTD
-$827.4K
900
-81%
减持
TARS
TARSUS PHARMACEUTICALS INC
+$826.2K
79,760
-27%
减持
ZS
ZSCALER INC
-$795.9K
14,187
-28%
减持
HUBB
HUBBELL INC
-$793.4K
4,353
-29%
减持
—
OLO INC
+$785.5K
393,395
-13%
减持
KELYA
KELLY SVCS INC
-$732.9K
69,808
-12%
减持
UVE
UNIVERSAL INS HLDGS INC
-$718.8K
178,038
-12%
增持
—
BLUEPRINT MEDICINES CORP
+$709.0K
45,736
+29%
清仓
SYM
SYMBOTIC INC
-$697.7K
0
-100%
减持
—
AMICUS THERAPEUTICS INC
-$692.1K
231,214
-14%
减持
LQDT
LIQUIDITY SVCS INC
+$689.2K
106,490
-12%
减持
RSSS
RESEARCH SOLUTIONS INC
+$639.8K
595,687
-11%
减持
GHM
GRAHAM CORP
+$628.1K
140,716
-26%
减持
PAY
PAYMENTUS HOLDINGS INC
+$621.3K
147,816
-30%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP I
-$619.9K
109,226
+9%
增持
—
MEDIWOUND LTD
+$593.6K
148,949
+31%
减持
UPWK
UPWORK INC
+$588.0K
136,049
-13%
减持
AAPL
APPLE INC
+$587.0K
41,640
-1%
增持
SIBN
SI-BONE INC
+$576.4K
208,160
+24%
减持
RVLV
REVOLVE GROUP INC
+$572.3K
114,360
-13%
减持
GMED
GLOBUS MED INC
+$568.3K
63,945
-3%
减持
PESI
PERMA-FIX ENVIRONMENTAL SVCS
-$566.8K
192,333
-12%
减持
OCUL
OCULAR THERAPEUTIX INC
-$552.9K
387,248
-13%
减持
BP
BP PLC
-$524.2K
142,419
-6%
减持
ARLO
ARLO TECHNOLOGIES INC
-$481.9K
189,498
-12%
减持
—
INTRA-CELLULAR THERAPIES INC
+$481.5K
56,915
-3%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$464.7K
142,823
-13%
减持
STKL
SUNOPTA INC
+$432.6K
728,311
-10%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$425.7K
56,440
+0%
减持
DCBO
DOCEBO INC
-$424.6K
70,659
-13%
减持
CGNX
COGNEX CORP
-$424.1K
51,771
-8%
减持
—
SHYFT GROUP INC
-$416.4K
159,721
-13%
增持
VMI
VALMONT INDS INC
+$414.4K
9,159
+11%
减持
AIP
ARTERIS INC
+$413.3K
286,241
-12%
减持
DIS
DISNEY WALT CO
+$411.1K
31,211
-2%
建仓
RUN
SUNRUN INC
+$402.8K
43,544
减持
GFF
GRIFFON CORP
-$397.9K
46,336
-12%
减持
MSFT
MICROSOFT CORP
-$396.7K
20,626
-2%
减持
—
MRC GLOBAL INC
-$393.2K
268,486
-11%
减持
TILE
INTERFACE INC
+$388.2K
143,676
-12%
减持
—
LOGILITY SUPPLY CHAIN SOLUTION
-$375.7K
235,030
-12%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$374.5K
429,876
-7%
减持
—
CAESARSTONE LTD
-$364.4K
333,119
-15%
减持
AVNT
AVIENT CORPORATION
-$358.2K
21,352
-13%
增持
—
PERFORMANT HEALTHCARE INC
-$349.1K
706,245
+6%
减持
—
COGNYTE SOFTWARE LTD
+$344.7K
345,520
-11%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$338.4K
95,877
减持
BWAY
BRAINSWAY LTD
-$333.0K
305,446
-12%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
+$331.7K
368,108
-9%
减持
CVLG
COVENANT LOGISTICS GROUP INC
-$331.1K
52,674
-13%
增持
TTEK
TETRA TECH INC NEW
-$321.5K
44,456
+0%
减持
—
EXXON MOBIL CORP
-$296.0K
28,268
-1%
减持
LYTS
LSI INDS INC OHIO
+$293.4K
269,911
-12%
减持
—
TRANE TECHNOLOGIES PLC
-$284.3K
150
-83%
减持
DLTR
DOLLAR TREE INC
-$270.3K
8,444
-34%
减持
—
INTEGRAL AD SCIENCE HLDNG CORP
-$254.9K
129,301
-13%
增持
TRMB
TRIMBLE INC
+$253.4K
28,546
+0%
减持
MTRX
MATRIX SVC CO
-$250.7K
208,359
-12%
减持
GLDD
GREAT LAKES DREDGE & DOCK CORP
-$237.9K
303,050
-13%
减持
RDVT
RED VIOLET INC
+$233.0K
60,097
-12%
减持
ACVA
ACV AUCTIONS INC
-$213.3K
125,065
-13%
增持
LNSR
LENSAR INC
+$202.2K
39,890
+18%
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$201.4K
125,417
-12%
清仓
—
UNIVERSAL STAINLESS & ALLOY PR
-$200.3K
0
-100%
增持
—
EXPRO GROUP HOLDINGS NV
-$199.0K
147,964
+24%
建仓
NSPR
INSPIREMD INC
+$190.8K
72,565
清仓
—
PROFIRE ENERGY INC
-$189.3K
0
-100%
减持
AEM
AGNICO EAGLE MINES LTD
-$187.0K
45,441
-2%
减持
IWO
ISHARES TR
-$178.2K
494
-56%
减持
STRL
STERLING INFRASTRUCTURE INC
-$174.6K
37,683
-16%
减持
EVR
EVERCORE INC
-$171.4K
10,721
-14%
减持
GNRC
GENERAC HLDGS INC
-$169.6K
34,709
-1%
减持
ETON
ETON PHARMACEUTICALS INC
+$162.1K
24,442
-10%
减持
CL
COLGATE PALMOLIVE CO
-$161.4K
11,372
-1%
减持
INVE
IDENTIV INC
-$149.3K
404,121
-12%
减持
AIT
APPLIED INDL TECHNOLOGIES INC
-$149.1K
505
-58%
建仓
AIRG
AIRGAIN INC
+$145.4K
20,602
减持
—
BARRICK GOLD CORP
-$138.4K
28,267
-2%
增持
ALB
ALBEMARLE CORP
-$133.5K
15,826
+0%
增持
BGC
BGC GROUP INC
+$129.6K
331,533
+6%
建仓
—
NINE ENERGY SERVICE INC
+$126.5K
112,980
增持
ENVX
ENOVIX CORPORATION
+$125.4K
80,299
+0%
减持
OSPN
ONESPAN INC
-$122.2K
223,612
-13%