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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 91 项
建仓 6
增持 30
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VSAT
VIASAT INC.
-$17.1M
144,920
-79%
建仓
LGND
LIGAND PHARMACEUTICALS - CL B
+$14.4M
196,535
清仓
TWLO
TWILIO INC. - CLASS A
-$13.4M
0
-100%
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。
清仓
—
CSG SYSTEMS INTERNATIONAL INC
-$9.5M
0
-100%
增持
—
GLOBALSTAR INC.
+$9.5M
7,027,954
+1552%
增持
—
CELLEBRITE DI LTD/ISRAEL
+$7.5M
1,841,240
+23%
减持
MKTX
MARKETAXESS HOLDINGS INC
-$6.5M
74,277
-5%
清仓
AMRC
AMERESCO INC.
-$5.5M
0
-100%
减持
KNSL
KINSALE CAPITAL GROUP INC.
+$5.1M
40,686
-16%
减持
CPRT
COPART INC
+$4.3M
593,926
-3%
清仓
UNH
UNITED HEALTH GROUP
-$4.1M
0
-100%
建仓
META
FACEBOOK INC - A
+$3.9M
8,065
减持
INCY
INCYTE CORP
-$3.5M
348,845
-6%
增持
TTD
THE TRADE DESK - CL A
+$3.5M
208,489
+2%
减持
ADBE
ADOBE SYSTEMS
-$3.4M
2,714
-66%
减持
GSHD
GOOSEHEAD INSURANCE INC-CL A
-$3.3M
180,590
-11%
减持
DV
DOUBLEVERIFY HOLDINGS, INC.
-$3.3M
499,920
-12%
增持
CVCO
CAVCO INDUSTRIES, INC.
+$3.2M
58,180
+1%
减持
QTRX
QUANTERIX CORP
-$3.2M
831,535
-0%
减持
VICR
VICOR CORP
-$3.0M
25,230
-71%
建仓
VNQ
VANGUARD REIT ETF
+$2.9M
33,704
增持
SKWD
SKYWARD SPECIALTY INSURANCE GROUP
+$2.7M
755,420
+0%
减持
CSGP
COSTAR GROUP INC
+$2.6M
321,410
-1%
增持
NU
NU HOLDINGS LTD/CAYMAN ISL
+$2.3M
357,000
+52%
减持
—
CYBERARK SOFTWARE LTD/ISRAEL
-$2.3M
71,695
-26%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC.
+$2.1M
763,465
-8%
增持
ET
ENERGY TRANSFER LP
+$1.9M
155,943
+282%
增持
MRK
MERCK & CO
+$1.8M
53,215
+10%
减持
SNEX
STONEX GROUP, INC.
-$1.7M
322,720
-2%
增持
—
ODDITY TECH, LTD. - CL A
-$1.6M
733,480
+2%
减持
—
JAMF HOLDING CORP
-$1.6M
451,708
-17%
增持
—
NV5 GLOBAL, INC.
-$1.5M
137,360
+2%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.5M
0
-100%
增持
FNV
FRANCO-NEVADA CORP
+$1.5M
118,094
+4%
减持
NVEC
NVE CORPORATION
-$1.4M
9,795
-67%
增持
MSFT
MICROSOFT CORPORATION
+$1.4M
20,693
+6%
增持
IEF
ISHARES BARCLAY 7-10 YEAR TREASURY BOND FUND
+$1.3M
112,173
+16%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.2M
88,891
-4%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$1.2M
99,300
+50%
减持
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF
-$1.0M
7,477
-60%
增持
FEZ
SPDR EURO STOXX 50 FUND
+$995.2K
104,400
+11%
增持
PGNY
PROGYNY INC
+$945.1K
311,943
+6%
减持
RDVT
RED VIOLET INC
-$842.4K
1,087,940
-2%
减持
MELI
MERCADO LIBRE
-$821.2K
1,123
-30%
增持
VNM
VANECK VIETNAM ETF
+$807.3K
138,999
+60%
减持
HQY
HEALTHEQUITY, INC.
+$782.0K
341,512
-16%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$764.2K
11,920
清仓
—
PUREFUNDS ISE CYBER SECURITY ETF
-$744.5K
0
-100%
清仓
BCPC
BALCHEM CORP
-$685.1K
0
-100%
增持
—
ARCH CAPITAL GROUP LTD
+$679.1K
35,452
+1%
增持
VGLT
VANGUARD LONG-TERM TREASURY INDEX FUND ETF
+$609.0K
59,653
+25%
增持
TYL
TYLER TECHNOLOGIES, INC
+$601.1K
54,776
+1%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$538.4K
90,091
+6%
减持
BRK/B
BERKSHIRE HATHAWAY B
+$530.8K
8,535
-0%
增持
ILF
ISHARES LATIN AMERICA 40 ETF
+$517.3K
131,298
+19%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$507.9K
13,359
-19%
减持
SPY
SPDR S&P 500 ETF TRUST
+$464.2K
12,984
-2%
减持
MORN
MORNINGSTAR INC
-$354.1K
6,171
-22%
增持
DHR
DANAHER CORPORATION
+$316.6K
7,217
+12%
减持
VRTX
VERTEX PHARMACEUTICALS INC.
-$295.6K
8,400
-10%
减持
—
EXXON MOBIL CORP
+$271.8K
18,811
-2%
建仓
NVDA
NVIDIA CORP
+$271.1K
300
增持
FURY
FURY GOLD MINES LTD
-$238.3K
2,991,015
+1%
增持
TECH
BIO-TECHNE CORP
+$233.9K
23,230
+28%
清仓
HD
HOME DEPOT INC
-$206.9K
0
-100%
建仓
GLW
CORNING INC
+$202.2K
6,136
增持
TER
TERADYNE INC.
+$188.4K
14,975
+8%
减持
AMZN
AMAZON
+$178.2K
6,800
-1%
增持
EQIX
EQUINIX INC
+$170.3K
2,080
+8%
减持
ROP
ROPER TECHNOLOGIES, INC
-$165.7K
7,761
-6%
减持
CAH
CARDINAL HEALTH
+$160.3K
16,415
-1%
减持
AAPL
APPLE, INC.
-$152.2K
4,031
-8%
减持
SPGI
S&P GLOBAL INC.
-$102.6K
4,644
-2%
减持
AXON
AXON ENTERPRISE, INC.
+$95.3K
98,326
-17%
减持
REGN
REGENERON PHARMACEUTICALS INC
+$81.4K
1,572
-4%
减持
SHOP
SHOPIFY, INC. - CLASS A
-$80.5K
3,600
-22%
减持
UNP
UNION PACIFIC CORP
-$79.5K
41,345
-1%
减持
GGN
GAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
-$79.4K
146,000
-15%
减持
RA
BROOKFIELD REAL ASSETS INCOME FUND INC
-$67.7K
10,400
-34%
增持
TLT
ISHARES BARCLAYS 20 YEAR TREASURY BOND FUND
-$63.4K
30,635
+2%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
+$60.3K
9,098
-6%
减持
LLY
ELI LILLY & COMPANY
+$59.4K
508
-12%
增持
VICI
VICI PROPERTIES
+$54.6K
134,060
+8%
增持
SPT
SPROUT SOCIAL INC
-$44.3K
177,625
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORP
+$27.2K
1,492
-5%
减持
GOOG
ALPHABET INC - CL C
-$21.6K
2,450
-13%
减持
MOH
MOLINA HEALTHCARE INC.
+$18.8K
6,837
-11%
减持
KO
COCA-COLA CO
+$18.8K
10,926
-1%
减持
LNTH
LANTHEUS HOLDINGS, INC.
+$6.5K
127,760
-0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FUND
+$2.4K
1,127
-9%
减持
GOOGL
ALPHABET INC. CLASS A
+$2.3K
6,420
-7%
