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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 13
减持 90
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
—
TOWER SEMICONDUCTOR LTD
+$8.4M
192,628
-2%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$8.4M
215,154
-12%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
-$7.9M
190,194
-22%
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。
建仓
XZO
EXZEO GROUP INC
+$7.1M
291,076
清仓
CLPT
CLEARPOINT NEURO INC
-$5.1M
0
-100%
清仓
—
ENVIRI CORP
-$4.5M
0
-100%
建仓
WGO
WINNEBAGO INDS INC
+$4.4M
109,490
清仓
PENG
PENGUIN SOLUTIONS INC
-$4.4M
0
-100%
清仓
STKL
SUNOPTA INC
-$4.1M
0
-100%
建仓
THRM
GENTHERM INC
+$4.0M
111,037
清仓
OSPN
ONESPAN INC
-$3.6M
0
-100%
建仓
CMCO
COLUMBUS MCKINNON CORP N Y
+$3.6M
207,990
清仓
—
SIMILARWEB LTD
-$3.5M
0
-100%
建仓
DAKT
DAKTRONICS INC
+$3.5M
178,876
增持
WK
WORKIVA INC
+$3.3M
39,520
+5329%
减持
AMPX
AMPRIUS TECHNOLOGIES INC
-$3.3M
516,765
-26%
建仓
OSG
OCTAVE SPECIALTY GROUP INC
+$3.2M
410,822
建仓
VREX
VAREX IMAGING CORP
+$3.2M
274,339
减持
DRS
LEONARDO DRS INC
-$3.2M
256,862
-2%
减持
GSAT
GLOBALSTAR INC
+$3.1M
167,389
-14%
增持
AXSM
AXSOME THERAPEUTICS INC
+$3.1M
17,381
+5383%
清仓
WOR
WORTHINGTON ENTERPRISES INC
-$3.1M
0
-100%
建仓
AMTB
AMERANT BANCORP INC
+$3.0M
154,090
清仓
CVLG
COVENANT LOGISTICS GROUP INC
-$2.9M
0
-100%
建仓
BVS
BIOVENTUS INC
+$2.9M
387,886
清仓
TRNS
TRANSCAT INC
-$2.9M
0
-100%
清仓
MTRX
MATRIX SVC CO
-$2.8M
0
-100%
清仓
—
KAMADA LTD
-$2.8M
0
-100%
清仓
ASPN
ASPEN AEROGELS INC
-$2.7M
0
-100%
减持
TTI
TETRA TECHNOLOGIES INC DEL
+$2.7M
760,393
-2%
减持
RRC
RANGE RES CORP
-$2.5M
1,091
-98%
建仓
PROF
PROFOUND MED CORP
+$2.4M
309,604
减持
BBNX
BETA BIONICS INC
+$2.2M
217,796
-2%
减持
TVTX
TRAVERE THERAPEUTICS INC
+$2.2M
158,709
-2%
建仓
III
INFORMATION SVCS GROUP INC
+$2.2M
376,654
建仓
IDN
INTELLICHECK INC
+$2.2M
321,893
清仓
AVD
AMERICAN VANGUARD CORP
-$2.1M
0
-100%
建仓
CCLD
CARECLOUD INC
+$2.0M
684,904
建仓
—
INFINEON TECHNOLOGIES AG
+$2.0M
45,129
清仓
PESI
PERMA-FIX ENVIRONMENTAL SVCS
-$2.0M
0
-100%
增持
ORN
ORION GROUP HLDGS INC
+$1.9M
449,761
+45%
清仓
EXEL
EXELIXIS INC
-$1.9M
0
-100%
清仓
—
FIVERR INTL LTD
-$1.8M
0
-100%
增持
RAIL
FREIGHTCAR AMER INC
+$1.8M
346,144
+69%
减持
STRL
STERLING INFRASTRUCTURE INC
-$1.8M
44,685
-2%
减持
MASS
908 DEVICES INC
-$1.8M
482,614
-2%
减持
FEIM
FREQUENCY ELECTRS INC
+$1.8M
91,380
-2%
减持
INSM
INSMED INC
-$1.7M
62,423
-28%
清仓
HVT
HAVERTY FURNITURE COS INC
-$1.7M
0
-100%
清仓
AISP
AIRSHIP AI HLDGS INC
-$1.7M
0
-100%
建仓
SLND
SOUTHLAND HLDGS INC
+$1.6M
475,723
减持
LYTS
LSI INDS INC OHIO
-$1.6M
269,248
-2%
减持
GMED
GLOBUS MED INC
+$1.5M
51,409
-2%
减持
AIP
ARTERIS INC
+$1.5M
285,167
-2%
减持
STXS
STEREOTAXIS INC
-$1.4M
1,562,019
-2%
增持
INVE
IDENTIV INC
+$1.4M
723,685
+76%
建仓
CTVA
CORTEVA INC
+$1.3M
19,078
增持
—
JAZZ PHARMACEUTICALS PLC
+$1.2M
23,195
+13%
增持
LAW
CS DISCO INC
+$1.2M
529,780
+19%
减持
PRIM
PRIMORIS SVCS CORP
-$1.2M
50,981
-8%
减持
UVE
UNIVERSAL INS HLDGS INC
+$1.2M
177,374
-2%
减持
CECO
CECO ENVIRONMENTAL CORP
+$1.2M
154,457
-2%
减持
GHM
GRAHAM CORP
+$1.1M
140,691
-2%
减持
—
AMBARELLA INC
-$1.1M
83,843
-2%
减持
BWAY
BRAINSWAY LTD
+$1.1M
304,180
-2%
减持
OUST
OUSTER INC
-$1.1M
181,326
-2%
减持
NPCE
NEUROPACE INC
+$1.1M
213,892
-1%
清仓
AEHR
AEHR TEST SYS
-$1.0M
0
-100%
减持
AGX
ARGAN INC
+$1.0M
27,628
-2%
减持
CURI
CURIOSITYSTREAM INC
-$980.5K
609,929
-2%
减持
SIBN
SI-BONE INC
+$975.0K
208,722
-2%
减持
ZS
ZSCALER INC
-$973.4K
12,238
-2%
增持
ANGO
ANGIODYNAMICS INC
+$972.4K
360,544
+10%
减持
MSFT
MICROSOFT CORP
-$942.4K
17,613
-4%
减持
MAMA
MAMAS CREATIONS INC
+$934.6K
335,624
-2%
减持
EVER
EVERQUOTE INC
+$856.1K
231,424
-2%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP INC
+$813.7K
95,725
建仓
ENPH
ENPHASE ENERGY INC
+$773.5K
24,135
建仓
CARR
CARRIER GLOBAL CORPORATION
+$755.5K
14,297
增持
—
KINIKSA PHARMACEUTICALS INTL P
+$750.0K
250,975
+1%
减持
DLTR
DOLLAR TREE INC
+$738.6K
31,777
-5%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$738.5K
22,514
-2%
减持
PHR
PHREESIA INC
-$734.4K
102,423
-2%
清仓
—
KORNIT DIGITAL LTD
-$730.0K
0
-100%
减持
AVPT
AVEPOINT INC
-$722.3K
508,014
-2%
减持
EXTR
EXTREME NETWORKS
-$697.4K
155,087
-2%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$640.1K
57,807
+70%
减持
ARLO
ARLO TECHNOLOGIES INC
-$632.9K
188,919
-2%
减持
TEM
TEMPUS AI INC
-$622.9K
27,143
-2%
建仓
IWO
ISHARES TR
+$616.9K
1,910
清仓
CPRT
COPART INC
-$615.3K
0
-100%
建仓
DFLI
DRAGONFLY ENERGY HOLDINGS CORP
+$601.7K
196,007
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES CORP
+$585.9K
624,217
-2%
减持
DCBO
DOCEBO INC
-$582.2K
101,003
-2%
减持
LGND
LIGAND PHARMACEUTICALS INC
+$517.3K
60,020
-2%
减持
BLND
BLEND LABS INC
-$516.3K
748,974
-2%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$474.8K
111,310
-2%
减持
INFU
INFUSYSTEM HLDGS INC
-$474.4K
294,057
-2%
减持
COHU
COHU INC
+$466.6K
188,533
-2%
减持
EYPT
EYEPOINT INC
+$463.2K
124,956
-2%
减持
CGNX
COGNEX CORP
-$461.6K
36,260
-7%
建仓
EME
EMCOR GROUP INC
+$458.8K
750
减持
CRM
SALESFORCE INC
+$451.5K
19,080
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$449.7K
8,659
-4%
减持
—
CASTELLUM INC
-$438.1K
2,114,029
-2%
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$430.8K
46,725
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$403.0K
141,271
-28%
减持
—
RADCOM LTD
-$395.2K
228,305
-2%
减持
PAYX
PAYCHEX INC
-$394.7K
16,671
-7%
减持
BWXT
BWX TECHNOLOGIES INC
-$394.4K
27,247
-2%
增持
—
FREIGHTOS LTD
+$391.2K
618,564
+100%
减持
—
CERAGON NETWORKS LTD
-$381.8K
1,391,697
-2%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP I
-$355.0K
109,513
-2%
减持
WLDN
WILLDAN GROUP INC
+$343.3K
76,921
-3%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$339.2K
734,532
-2%
减持
NOVT
NOVANTA INC
+$335.3K
20,337
-2%
减持
INTU
INTUIT
-$333.2K
3,429
-10%
减持
—
ASML HOLDING N V
+$325.4K
3,806
-2%
减持
TRMB
TRIMBLE INC
-$312.2K
43,608
-5%
减持
DIS
DISNEY WALT CO
-$307.4K
23,423
-10%
减持
ERII
ENERGY RECOVERY INC
-$303.7K
135,100
-2%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$289.5K
13,482
-3%
减持
GENC
GENCOR INDS INC
-$263.9K
126,106
-3%
减持
CON
CONCENTRA GROUP HOLDINGS PAREN
-$262.1K
160,645
-2%
减持
PRLB
PROTO LABS INC
-$260.6K
15,504
-26%
减持
GLDD
GREAT LAKES DREDGE & DOCK CORP
+$259.4K
301,986
-2%
减持
NEE
NEXTERA ENERGY INC
-$256.5K
15,170
-22%
减持
WMS
ADVANCED DRAIN SYS INC DEL
+$253.8K
42,835
-0%
减持
BKSY
BLACKSKY TECHNOLOGY INC
-$251.4K
133,696
-2%
减持
BGC
BGC GROUP INC
-$250.7K
330,509
-2%
清仓
WYY
WIDEPOINT CORP
-$247.8K
0
-100%
减持
AAPL
APPLE INC
+$246.3K
34,868
-4%
减持
MXL
MAXLINEAR INC
+$242.9K
235,595
-2%
减持
BKR
BAKER HUGHES COMPANY
-$241.9K
58,692
-2%
减持
LQDT
LIQUIDITY SVCS INC
+$240.7K
106,088
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$234.5K
3,746
-4%
减持
HCI
HCI GROUP INC
-$227.1K
59,209
-2%
增持
BMI
BADGER METER INC
+$225.5K
9,358
+19%
减持
AMZN
AMAZON COM INC
+$225.1K
28,833
-2%
减持
OII
OCEANEERING INTL INC
-$211.4K
155,434
-2%
减持
RDVT
RED VIOLET INC
+$210.6K
59,863
-2%
减持
GEV
GE VERNOVA INC
-$208.4K
8,603
-9%
建仓
TRT
TRIO TECH INTL
+$208.4K
15,737
建仓
NSPR
INSPIREMD INC
+$203.1K
114,085
减持
GFF
GRIFFON CORP
-$199.4K
46,200
-2%
减持
RVSB
RIVERVIEW BANCORP INC
-$199.1K
379,979
-3%
增持
OSS
ONE STOP SYS INC
+$194.9K
69,356
+23%
减持
FLNC
FLUENCE ENERGY INC
+$188.3K
38,558
-28%
减持
LZ
LEGALZOOM COM INC
-$188.1K
267,857
-2%
减持
—
IBEX LTD
-$184.2K
56,733
-2%