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ASHFORD CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ASHFORD CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000897070
持仓数
99
前50大市值合计
$738.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 88 项
建仓 5
增持 33
减持 36
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
SMARTSHEET INC - CL A
-$17.8M
0
-100%
减持
OPRT
OPORTUN FINANCIAL CORP
-$16.6M
1,191,983
-35%
减持
—
JAMF HOLDING CORP
-$16.5M
735,645
-26%
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
—
ARCHAEA ENERGY INC.
+$15.1M
973,400
减持
CHGG
CHEGG INC.
-$14.2M
491,987
-24%
清仓
QTWO
Q2 HOLDINGS, INC.
-$14.0M
0
-100%
增持
VSAT
VIASAT INC.
-$13.0M
732,210
+1%
清仓
AGX
ARGAN INC.
-$11.5M
0
-100%
增持
AXON
AXON ENTERPRISE, INC.
-$11.2M
256,090
+1%
清仓
—
FIVERR INTERNATIONAL LTD.
-$10.3M
0
-100%
清仓
TDOC
TELADOC, INC.
-$8.3M
0
-100%
增持
—
KNOWBE4 INC
-$7.4M
1,206,310
+6%
增持
RDVT
RED VIOLET INC
-$7.2M
812,919
+2%
减持
GSHD
GOOSEHEAD INSURANCE INC-CL A
-$6.9M
177,260
-7%
增持
TWLO
TWILIO INC. - CLASS A
-$6.6M
83,519
+1%
增持
TTD
THE TRADE DESK - CL A
-$6.5M
243,333
+1%
减持
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-$5.5M
141,025
-39%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$5.1M
3,119,404
-5%
减持
CSGP
COSTAR GROUP INC
-$4.1M
331,260
-9%
增持
—
NV5 GLOBAL, INC.
-$3.9M
254,739
+1%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$3.8M
15,580
-31%
增持
VICR
VICOR CORP
-$3.8M
317,803
+6%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC.
-$3.7M
1,129,427
+0%
增持
SPT
SPROUT SOCIAL INC
-$3.5M
167,865
+2%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES, INC.
-$3.4M
1,030,280
-7%
增持
CVCO
CAVCO INDUSTRIES, INC.
-$3.1M
97,406
+6%
减持
FNV
FRANCO-NEVADA CORP
-$2.9M
70,237
-8%
增持
—
CSG SYSTEMS INTERNATIONAL INC
+$2.7M
328,100
+24%
建仓
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$2.6M
151,476
增持
CPRT
COPART INC
-$2.5M
160,305
+1%
增持
MKTX
MARKETAXESS HOLDINGS INC
-$2.3M
87,632
+20%
减持
ADBE
ADOBE SYSTEMS
-$2.1M
3,563
-52%
增持
QTRX
QUANTERIX CORP
+$2.0M
801,873
+113%
增持
HQY
HEALTHEQUITY, INC.
-$1.9M
358,048
+1%
增持
TYL
TYLER TECHNOLOGIES, INC
-$1.9M
58,366
+22%
清仓
GPN
GLOBAL PAYMENTS INC
-$1.7M
0
-100%
减持
ARKK
ARK INNOVATION ETF
-$1.6M
14,215
-57%
增持
AMZN
AMAZON
-$1.5M
10,700
+1221%
增持
MOS
MOSAIC COMPANY
+$1.3M
45,000
+275%
增持
KNSL
KINSALE CAPITAL GROUP INC.
+$1.3M
84,060
+6%
增持
INCY
INCYTE CORP
-$1.3M
451,961
+1%
减持
MSFT
MICROSOFT CORPORATION
-$974.0K
12,029
-9%
减持
—
SVB FINANCIAL GROUP
-$876.0K
5,317
-0%
增持
DV
DOUBLEVERIFY HOLDINGS, INC.
+$834.0K
756,610
+17%
清仓
PYPL
PAYPAL HOLDINGS INC.
-$821.0K
0
-100%
减持
ROP
ROPER TECHNOLOGIES, INC
-$810.0K
9,682
-1%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$805.0K
10,045
-0%
减持
AAPL
APPLE, INC.
-$695.0K
4,810
-38%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$694.0K
101,782
+3%
减持
MELI
MERCADO LIBRE
-$688.0K
1,242
-0%
增持
MRK
MERCK & CO
+$623.0K
64,057
+1%
清仓
SHOP
SHOPIFY, INC. - CLASS A
-$608.0K
0
-100%
减持
—
PUREFUNDS ISE CYBER SECURITY ETF
-$576.0K
36,377
-5%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$567.0K
36,000
+200%
减持
XSLV
INVESCO S&P SMALL CAP LOW VOLATILITY ETF
-$544.0K
69,471
-6%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$541.0K
12,514
-2%
减持
WWD
WOODWARD INC
-$519.0K
15,957
-0%
减持
MOH
MOLINA HEALTHCARE INC.
-$517.0K
9,541
-0%
增持
VICI
VICI PROPERTIES
+$510.0K
168,900
+6%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$453.0K
16,069
-0%
增持
EQIX
EQUINIX INC
-$442.0K
5,814
+1%
增持
HRMY
HARMONY BIOSCIENCES HOLDINGS
+$439.0K
667,248
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORP
+$408.0K
7,426
+51%
减持
—
DANIMER SCIENTIFIC INC
-$404.0K
40,000
-60%
减持
DHR
DANAHER CORPORATION
-$365.0K
9,130
-0%
减持
TER
TERADYNE INC.
-$362.0K
12,585
-0%
增持
HCAT
HEALTH CATALYST, INC.
-$359.0K
828,822
+75%
减持
SPGI
S&P GLOBAL INC.
-$322.0K
4,376
-0%
减持
TECH
BIO-TECHNE CORP
-$322.0K
3,718
-0%
建仓
MP
MP MATERIALS CORP.
+$321.0K
10,000
减持
—
Y-MABS THERAPEUTICS, INC.
+$309.0K
104,200
-2%
清仓
RBLX
ROBLOX CORP. - CL A
-$258.0K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$254.0K
5,000
减持
RA
BROOKFIELD REAL ASSETS INCOME FUND INC
-$235.0K
56,773
-8%
清仓
T
AT&T
-$234.0K
0
-100%
清仓
GEN
NORTONLIFELOCK INC
-$229.0K
0
-100%
清仓
GLW
CORNING INC
-$226.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$214.0K
0
-100%
减持
—
STERIS PLC
-$212.0K
2,212
-20%
清仓
ABBV
ABBVIE INC
-$211.0K
0
-100%
减持
MORN
MORNINGSTAR INC
-$202.0K
6,385
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC.
+$190.0K
9,205
-0%
建仓
—
BARRICK GOLD CORP
+$177.0K
10,000
增持
FEZ
SPDR EURO STOXX 50 FUND
-$138.0K
66,809
+12%
减持
GOOG
ALPHABET INC - CL C
-$132.0K
172
-5%
增持
FURY
FURY GOLD MINES LTD
+$24.0K
1,450,000
+32%
减持
UNH
UNITED HEALTH GROUP
+$23.0K
6,916
-0%
增持
TROW
T ROWE PRICE GROUP INC.
+$12.0K
2,476
+39%
