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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 94 项
建仓 8
增持 40
减持 28
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VICR
VICOR CORP
-$20.5M
113,535
-68%
减持
—
ODDITY TECH, LTD. - CL A
-$18.8M
654,562
-5%
建仓
LB
LANDBRIDGE COMPANY, LLC
+$17.2M
248,540
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。
增持
YOU
CLEAR SECURE, INC. -CLASS A
+$16.3M
533,268
+97%
建仓
VNOM
VIPER ENERGY, INC.
+$16.1M
342,680
清仓
—
CYBERARK SOFTWARE LTD/ISRAEL
-$14.4M
0
-100%
减持
CSGP
COSTAR GROUP INC
-$12.5M
102,490
-59%
清仓
—
CLEARWATER ANALYTICS HDS - CL A
-$12.3M
0
-100%
清仓
AVPT
AVEPOINT, INC.
-$11.2M
0
-100%
增持
RDVT
RED VIOLET INC
-$10.6M
686,816
+14%
清仓
NCNO
NCINO, INC.
-$10.4M
0
-100%
增持
SNEX
STONEX GROUP, INC.
+$9.3M
466,630
+56%
清仓
S
SENTINELONE, INC. - CLASS A
-$9.0M
0
-100%
增持
IDCC
INTERDIGITAL INC.
+$7.5M
55,724
+89%
减持
TYL
TYLER TECHNOLOGIES, INC
-$7.2M
21,584
-33%
建仓
ABX
ABACUS GLOBAL MANAGEMENT, INC
+$6.8M
864,900
增持
WGS
GENEDX HOLDINGS - CL A.
-$6.0M
174,512
+32%
减持
—
JFROG LTD
-$5.9M
286,118
-7%
减持
AYI
ACUITY, INC.
-$5.9M
63,539
-3%
增持
—
CELLEBRITE DI LTD/ISRAEL
-$5.8M
1,762,937
+6%
清仓
VIA
VIA TRANSPORTATION, INC. - CL A
-$5.5M
0
-100%
建仓
PANW
PALO ALTO NETWORKS, INC.
+$5.4M
33,471
减持
EQIX
EQUINIX INC
+$5.0M
23,375
-0%
减持
TTD
THE TRADE DESK - CL A
-$3.9M
20,088
-83%
增持
VOXR
VOX ROYALTY CORP.
+$3.9M
3,586,900
+14%
减持
CPRT
COPART INC
-$3.7M
70,879
-54%
增持
AXON
AXON ENTERPRISE, INC.
-$3.4M
30,955
+6%
建仓
ADMA
ADMA BIOLOGICS, INC.
+$3.3M
361,500
减持
MSFT
MICROSOFT CORPORATION
-$3.2M
14,935
-18%
清仓
ROP
ROPER TECHNOLOGIES, INC
-$3.0M
0
-100%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC.
+$2.9M
645,381
+5%
增持
CVCO
CAVCO INDUSTRIES, INC.
-$2.8M
28,917
+2%
增持
SKWD
SKYWARD SPECIALTY INSURANCE GROUP
-$2.8M
390,332
+1%
清仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$2.7M
0
-100%
减持
HQY
HEALTHEQUITY, INC.
-$2.6M
266,481
-2%
增持
GOOGL
ALPHABET INC. CLASS A
+$2.2M
20,006
+76%
清仓
MOD
MODINE MANUFACTURING CO
-$2.0M
0
-100%
增持
INCY
INCYTE CORP
+$1.8M
165,247
+19%
减持
FNV
FRANCO-NEVADA CORP
+$1.5M
81,621
-9%
增持
BROS
DUTCH BROS INC.
-$1.5M
159,230
+2%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
29,770
清仓
VRSK
VERISK ANALYTICS INC - CLASS A
-$1.5M
0
-100%
减持
TECH
BIO-TECHNE CORP
-$1.4M
16,008
-58%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$1.3M
294,018
+23%
增持
PRCH
PORCH GROUP INC
+$1.3M
696,180
+72%
减持
MRK
MERCK & CO
-$1.3M
13,034
-52%
清仓
CAH
CARDINAL HEALTH
-$1.3M
0
-100%
减持
LGND
LIGAND PHARMACEUTICALS - CL B
+$1.0M
207,565
-3%
增持
KMI
KINDER MORGAN HOLDCO LLC
+$962.4K
87,493
+22%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$911.5K
146,610
+1%
增持
FEZ
SPDR EURO STOXX 50 FUND
+$812.1K
141,178
+14%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$770.6K
95,654
+2%
增持
ET
ENERGY TRANSFER LP
+$722.0K
195,153
+6%
减持
GSAT
GLOBALSTAR INC.
-$700.4K
907,531
-9%
增持
TRAK
REPOSITRAK, INC.
-$699.8K
1,014,028
+49%
减持
META
FACEBOOK INC - A
-$631.2K
5,825
-3%
减持
AESI
ATLAS ENERGY SOLUTIONS, INC.
+$599.2K
162,440
-0%
增持
—
SPORTRADAR GROUP AG
-$559.2K
719,570
+36%
增持
UFPT
UFP TECHNOLOGIES, INC.
-$550.7K
108,010
+12%
清仓
AFRM
AFFIRM HOLDINGS - CL A.
-$504.3K
0
-100%
增持
ORCL
ORACLE CORPORATION
+$499.2K
12,440
+82%
增持
ISRG
INTUITIVE SURGICAL, INC.
-$460.4K
7,777
+9%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$426.3K
108,972
+7%
减持
AVGO
BROADCOM INC
-$386.1K
1,660
-36%
减持
TER
TERADYNE INC.
-$376.8K
11,693
-41%
增持
PSTG
EVERPURE, INC.
+$368.9K
34,132
+39%
清仓
MKTX
MARKETAXESS HOLDINGS INC
-$362.5K
0
-100%
增持
DHR
DANAHER CORPORATION
-$351.3K
10,123
+2%
增持
TRV
THE TRAVELERS COMPANIES
+$324.4K
8,833
+14%
增持
PATH
UIPATH, INC. - CLASS A
-$317.0K
156,713
+25%
增持
VRTX
VERTEX PHARMACEUTICALS INC.
+$315.7K
9,078
+10%
增持
MELI
MERCADO LIBRE
+$313.7K
1,294
+35%
建仓
AVAV
AEROVIRONMENT INC.
+$305.7K
1,670
增持
FXI
ISHARES CHINA LARGE-CAP ETF
+$287.9K
156,078
+12%
减持
SHOP
SHOPIFY, INC. - CLASS A
-$261.7K
4,145
-11%
清仓
RHLD
RESOLUTE HOLDINGS MANAGEMENT
-$260.3K
0
-100%
清仓
CLS
CELESTICA
-$257.2K
0
-100%
增持
MS
MORGAN STANLEY
+$256.8K
4,570
+64%
清仓
—
UNIQURE NV
-$239.3K
0
-100%
增持
KNSL
KINSALE CAPITAL GROUP INC.
+$236.8K
44,360
+16%
清仓
IAU
ISHARES GOLD TRUST
-$231.3K
0
-100%
建仓
DOW
DOW INC.
+$220.0K
5,282
清仓
QQQ
INVESCO QQQ TRUST SERIES 1
-$201.5K
0
-100%
减持
EWW
ISHARES MSCI MEXICO ETF
-$148.5K
54,297
-11%
减持
TKO
TKO GROUP HOLDINGS, INC.
-$142.8K
12,037
-2%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$133.4K
37,526
+12%
增持
BRK/B
BERKSHIRE HATHAWAY B
+$121.7K
7,671
+8%
增持
FURY
FURY GOLD MINES LTD
+$118.4K
3,730,015
+2%
减持
IWO
ISHARES RUSSELL 2000 GROWTH INDEX FUND
-$117.0K
11,837
-0%
增持
EWU
ISHARES MSCI UNITED KINGDOM ETF
+$108.4K
6,843
+48%
减持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FUND
-$70.4K
613
-13%
减持
LLY
ELI LILLY & COMPANY
-$69.5K
317
-6%
减持
REMX
VANECK RARE EARTH & METALS ETF
+$55.6K
43,970
-15%
减持
EWZ
ISHARES MSCI BRAZIL
+$16.7K
108,250
-17%
