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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 14
减持 90
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
INTRA-CELLULAR THERAPIES INC
-$6.6M
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
+$6.2M
53,121
-1%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$5.9M
346,042
-7%
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
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
+$5.7M
350,352
-1%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$5.7M
112,731
增持
GEV
GE VERNOVA INC
+$5.4M
14,485
+94%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$4.6M
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$3.9M
0
-100%
减持
OUST
OUSTER INC
+$3.7M
250,172
-6%
减持
DRS
LEONARDO DRS INC
+$3.4M
254,042
-1%
减持
MYO
MYOMO INC
-$3.4M
200,000
-75%
清仓
BMRC
BANK MARIN BANCORP
-$2.9M
0
-100%
清仓
PFE
PFIZER INC
-$2.9M
0
-100%
减持
GHM
GRAHAM CORP
+$2.8M
138,974
-1%
清仓
TILE
INTERFACE INC
-$2.8M
0
-100%
建仓
COHU
COHU INC
+$2.8M
146,733
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$2.8M
0
-100%
建仓
MAMA
MAMAS CREATIONS INC
+$2.8M
331,927
建仓
ORN
ORION GROUP HLDGS INC
+$2.7M
300,287
建仓
BKSY
BLACKSKY TECHNOLOGY INC
+$2.7M
132,217
减持
LINC
LINCOLN EDL SVCS CORP
+$2.7M
384,552
-1%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES CORP
+$2.6M
617,299
-1%
建仓
—
KAMADA LTD
+$2.5M
323,832
减持
HCI
HCI GROUP INC
-$2.5M
59,981
-23%
减持
AVPT
AVEPOINT INC
+$2.4M
512,703
-1%
清仓
RVLV
REVOLVE GROUP INC
-$2.4M
0
-100%
建仓
LZ
LEGALZOOM COM INC
+$2.4M
264,801
增持
—
TOWER SEMICONDUCTOR LTD
+$2.3M
195,296
+13%
清仓
FTDR
FRONTDOOR INC
-$2.3M
0
-100%
清仓
QDEL
QUIDELORTHO CORP
-$2.2M
0
-100%
建仓
—
CASTELLUM INC
+$2.2M
2,090,500
清仓
EOLS
EVOLUS INC
-$2.2M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$2.2M
34,483
+108%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$2.2M
0
-100%
清仓
—
NOVOCURE LTD
-$2.2M
0
-100%
建仓
ULBI
ULTRALIFE CORP
+$2.1M
238,877
减持
MSFT
MICROSOFT CORP
+$2.1M
18,485
-2%
建仓
RVSB
RIVERVIEW BANCORP INC
+$2.1M
379,189
建仓
OII
OCEANEERING INTL INC
+$2.1M
100,336
减持
MIR
MIRION TECHNOLOGIES INC
+$2.1M
299,816
-1%
建仓
FEIM
FREQUENCY ELECTRS INC
+$2.1M
90,361
清仓
LUNG
PULMONX CORP
-$2.0M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$2.0M
79,535
-25%
清仓
AIOT
POWERFLEET INC
-$2.0M
0
-100%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.9M
28,128
+31%
建仓
AISP
AIRSHIP AI HLDGS INC
+$1.8M
308,792
增持
AMPX
AMPRIUS TECHNOLOGIES INC
+$1.8M
1,025,357
+10%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$1.8M
23,265
-40%
增持
TEM
TEMPUS AI INC
+$1.8M
28,018
+7534%
建仓
INFU
INFUSYSTEM HLDGS INC
+$1.7M
275,763
建仓
DERM
JOURNEY MED CORP
+$1.6M
228,203
建仓
DSP
VIANT TECHNOLOGY INC
+$1.6M
120,360
减持
INSM
INSMED INC
+$1.6M
66,345
-1%
清仓
—
FORWARD AIR CORP
-$1.5M
0
-100%
增持
PEGA
PEGASYSTEMS INC
+$1.5M
81,973
+96%
增持
CON
CONCENTRA GROUP HOLDINGS PAREN
+$1.5M
178,412
+80%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.5M
9,149
+1%
建仓
HVT
HAVERTY FURNITURE COS INC
+$1.5M
73,200
清仓
HASI
HA SUSTAINABLE INFRA CAP INC
-$1.4M
0
-100%
减持
ZS
ZSCALER INC
+$1.4M
12,641
-2%
减持
ARLO
ARLO TECHNOLOGIES INC
+$1.3M
186,716
-1%
增持
EVER
EVERQUOTE INC
+$1.3M
234,677
+41%
减持
AGX
ARGAN INC
+$1.3M
27,318
-25%
清仓
HUBB
HUBBELL INC
-$1.3M
0
-100%
减持
MASS
908 DEVICES INC
+$1.3M
477,342
-1%
清仓
GTLS
CHART INDS INC
-$1.2M
0
-100%
减持
—
AMBARELLA INC
+$1.2M
84,479
-2%
减持
WLDN
WILLDAN GROUP INC
+$1.1M
107,227
-22%
减持
—
OLO INC
+$1.1M
387,672
-1%
减持
BWAY
BRAINSWAY LTD
+$1.1M
300,940
-1%
增持
ASPN
ASPEN AEROGELS INC
+$1.0M
426,528
+83%
清仓
—
INTEGRAL AD SCIENCE HLDNG CORP
-$1.0M
0
-100%
减持
GLDD
GREAT LAKES DREDGE & DOCK CORP
+$1.0M
298,682
-1%
减持
VMI
VALMONT INDS INC
-$1.0M
3,877
-51%
减持
MP
MP MATERIALS CORP
-$1.0M
24,748
-67%
减持
ERII
ENERGY RECOVERY INC
-$988.6K
145,904
-19%
减持
—
BLUEPRINT MEDICINES CORP
+$976.4K
36,291
-13%
减持
ECG
EVERUS CONSTR GROUP
+$968.2K
36,943
-1%
减持
SIBN
SI-BONE INC
+$967.8K
206,408
-1%
减持
—
KINIKSA PHARMACEUTICALS INTL P
+$908.8K
171,437
-1%
减持
NPCE
NEUROPACE INC
-$880.7K
73,659
-47%
减持
GMED
GLOBUS MED INC
-$878.8K
54,536
-3%
减持
CXDO
CREXENDO INC
+$840.7K
721,828
-1%
减持
AAPL
APPLE INC
-$823.4K
36,647
-2%
减持
PAY
PAYMENTUS HOLDINGS INC
-$820.9K
91,983
-37%
减持
CECO
CECO ENVIRONMENTAL CORP
+$816.5K
152,743
-1%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP I
+$816.1K
108,414
-1%
增持
CVLG
COVENANT LOGISTICS GROUP INC
+$810.9K
129,895
+24%
减持
LQDT
LIQUIDITY SVCS INC
-$801.9K
104,912
-1%
减持
SG
SWEETGREEN INC
-$783.7K
76,002
-1%
减持
PRIM
PRIMORIS SVCS CORP
+$756.5K
55,869
-11%
减持
AMZN
AMAZON COM INC
+$731.3K
29,599
-2%
减持
EVR
EVERCORE INC
+$727.9K
10,561
-1%
减持
AIP
ARTERIS INC
+$724.8K
282,003
-1%
减持
IEX
IDEX CORP
-$724.3K
17,831
-16%
减持
OCUL
OCULAR THERAPEUTIX INC
+$724.1K
381,595
-1%
建仓
ON
ON SEMICONDUCTOR CORP
+$715.5K
13,652
减持
EXTR
EXTREME NETWORKS
+$710.8K
153,300
-1%
减持
BMI
BADGER METER INC
-$695.6K
7,877
-43%
减持
UVE
UNIVERSAL INS HLDGS INC
+$676.9K
175,408
-1%
减持
—
ENVIRI CORP
+$675.5K
340,846
-1%
减持
RDVT
RED VIOLET INC
+$671.3K
59,202
-1%
建仓
CPRT
COPART INC
+$667.5K
13,602
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$620.8K
725,774
-1%
减持
INTU
INTUIT
+$619.9K
3,814
-2%
减持
PESI
PERMA-FIX ENVIRONMENTAL SVCS
+$606.6K
189,715
-1%
增持
ANGO
ANGIODYNAMICS INC
+$606.5K
230,757
+29%
建仓
—
YASKAWA ELEC CORP
+$601.9K
26,595
减持
—
POTBELLY CORP
+$590.2K
220,446
-1%
减持
—
MRC GLOBAL INC
+$568.5K
264,799
-1%
建仓
B
BARRICK MNG CORP
+$560.6K
26,925
减持
—
MEDIWOUND LTD
+$548.8K
146,808
-1%
减持
STKL
SUNOPTA INC
+$536.6K
681,702
-3%
减持
STXS
STEREOTAXIS INC
+$536.2K
1,544,756
-1%
清仓
—
BARRICK GOLD CORP
-$523.4K
0
-100%
减持
DIS
DISNEY WALT CO
+$521.9K
26,458
-5%
减持
BKR
BAKER HUGHES COMPANY
-$521.0K
64,952
-5%
减持
SMTC
SEMTECH CORP
+$515.5K
49,140
-1%
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$488.7K
123,691
-1%
减持
—
RADCOM LTD
+$471.2K
225,719
-1%
减持
—
COGNYTE SOFTWARE LTD
+$471.1K
340,470
-1%
建仓
—
SAMSARA INC
+$460.6K
11,578
减持
—
ASML HOLDING N V
+$444.8K
4,027
-4%
减持
LGND
LIGAND PHARMACEUTICALS INC
+$425.5K
60,810
-1%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$414.2K
9,624
-31%
减持
TRNS
TRANSCAT INC
+$413.8K
37,714
-1%
减持
—
FIVERR INTL LTD
+$400.3K
72,997
-1%
减持
—
PENGUIN SOLUTIONS INC
+$378.2K
162,516
-1%
减持
VLTO
VERALTO CORP
-$377.4K
9,281
-31%
减持
THC
TENET HEALTHCARE CORP
+$345.2K
20,234
-15%
减持
TRMB
TRIMBLE INC
-$336.0K
16,993
-31%
减持
BGC
BGC GROUP INC
+$325.7K
326,659
-1%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$324.6K
189,511
-1%
减持
AEM
AGNICO EAGLE MINES LTD
+$323.0K
41,294
-2%
减持
PATK
PATRICK INDS INC
+$318.2K
46,055
-1%
减持
OSPN
ONESPAN INC
+$292.9K
220,306
-1%
减持
PHR
PHREESIA INC
+$275.8K
101,230
-1%
清仓
—
CAESARSTONE LTD
-$275.4K
0
-100%
减持
KELYA
KELLY SVCS INC
-$261.3K
169,172
-1%
减持
—
IBEX LTD
+$258.1K
56,090
-1%
减持
ACVA
ACV AUCTIONS INC
+$250.8K
123,358
-1%
增持
CGNX
COGNEX CORP
+$250.2K
34,023
+22%
减持
DE
DEERE & CO
-$248.6K
1,455
-31%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$221.0K
119,521
-1%
减持
—
EXPRO GROUP HOLDINGS NV
-$207.0K
145,949
-1%
建仓
CPSH
CPS TECHNOLOGIES CORP
+$205.3K
74,114
减持
MTRX
MATRIX SVC CO
+$203.4K
205,496
-1%
减持
PAYX
PAYCHEX INC
-$199.7K
17,886
-1%
清仓
NSPR
INSPIREMD INC
-$195.2K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$185.5K
3,576
-12%
