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GARDNER LEWIS ASSET MANAGEMENT L P 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GARDNER LEWIS ASSET MANAGEMENT L P
报告期 2026-03-31 · CIK 0000941560
持仓数
78
前50大市值合计
$431.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 88 项
建仓 27
增持 22
减持 16
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
—
Apollo Endosurgery, Inc.
+$14.2M
1,428,884
清仓
—
Umpqua Holdings Corp.
-$14.1M
0
-100%
清仓
—
Sierra Wireless Inc.
-$11.8M
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
—
STORE Capital Corp.
-$10.7M
0
-100%
清仓
—
Professional Holding Corp.
-$9.1M
0
-100%
建仓
—
Oak Street Health, Inc.
+$8.9M
231,226
建仓
—
DCP Midstream, LP
+$7.6M
183,277
清仓
—
Atlas Air Worldwide Holdings,
-$6.9M
0
-100%
清仓
—
UserTesting, Inc.
-$6.2M
0
-100%
清仓
CMG
Chipotle Mexican Grill, Inc.
-$5.3M
0
-100%
清仓
—
LHC Group, LLC
-$4.9M
0
-100%
建仓
—
Atlas Technical Consultants, I
+$4.2M
345,081
增持
—
Horizon Therapeutics PLC
+$4.1M
61,000
+171%
建仓
—
Cardiovascular Systems, Inc.
+$3.9M
195,309
增持
—
MoneyGram International, Inc.
+$3.8M
808,307
+89%
减持
NVDA
NVIDIA Corp.
+$3.8M
34,200
-13%
增持
BA
Boeing Co.
+$3.6M
51,515
+34%
增持
—
Limestone Bancorp, Inc.
+$3.2M
429,058
+63%
减持
LULU
Lululemon Athletica, Inc.
-$2.5M
11,513
-45%
增持
META
Meta Platforms, Inc.
+$2.4M
22,957
+12%
建仓
TMO
Thermo Fisher Scientific, Inc.
+$2.3M
3,956
清仓
—
Aveo Pharmaceuticals, Inc.
-$2.2M
0
-100%
减持
GOOG
Alphabet, Inc. - Class C
-$2.2M
79,780
-32%
建仓
—
Maxar Technologies, Inc.
+$2.1M
40,460
减持
MA
Mastercard Inc. - Class A
-$2.0M
31,376
-18%
建仓
—
Argo Group International Holdi
+$1.9M
65,392
建仓
ABNB
Airbnb, Inc.
+$1.9M
14,954
增持
—
Aerojet Rocketdyne Holdings, I
+$1.8M
52,863
+163%
增持
TOL
Toll Brothers, Inc.
+$1.8M
42,085
+198%
减持
—
Boeing Co.
-$1.8M
32,400
-29%
清仓
EQIX
Equinix, Inc.
-$1.8M
0
-100%
建仓
ROK
Rockwell Automation, Inc.
+$1.7M
5,773
减持
BAC
Bank of America Corp.
-$1.7M
339,513
-1%
建仓
PM
Philip Morris International, I
+$1.5M
15,392
清仓
ORCL
Oracle Corp.
-$1.4M
0
-100%
清仓
CFR
Cullen/Frost Bankers, Inc.
-$1.4M
0
-100%
清仓
REGN
Regeneron Pharmaceuticals, Inc
-$1.4M
0
-100%
清仓
MCO
Moodys Corp.
-$1.4M
0
-100%
建仓
ECL
Ecolab, Inc.
+$1.3M
7,868
减持
MSFT
Microsoft Corp.
-$1.3M
32,615
-27%
减持
AAPL
Apple, Inc.
-$1.3M
69,131
-29%
增持
CRM
Salesforce, Inc.
+$1.3M
18,507
+2%
建仓
ANSS
ANSYS, Inc.
+$1.2M
3,460
减持
—
Pioneer Natural Resources Comp
-$1.1M
33,118
-3%
建仓
MELI
MercadoLibre, Inc.
+$897.6K
681
建仓
ROST
Ross Stores, Inc.
+$893.6K
8,420
清仓
SLB
Schlumberger Ltd.
-$886.4K
0
-100%
清仓
BRK/B
Berkshire Hathaway, Inc. - CL
-$879.4K
0
-100%
减持
ISRG
Intuitive Surgical, Inc.
-$844.9K
21,196
-10%
建仓
—
UBS Group AG
+$826.9K
38,750
建仓
AMD
Advanced Micro Devices, Inc.
+$826.9K
8,437
增持
MBLY
Mobileye Global, Inc.
+$817.6K
64,229
+15%
建仓
PANW
Palo Alto Networks, Inc.
+$804.0K
4,025
清仓
—
Rivian Automotive, Inc.
-$787.0K
0
-100%
清仓
FOXF
Fox Factory Holding Corp.
-$741.6K
0
-100%
清仓
PINS
Pinterest, Inc. - CL A
-$730.8K
0
-100%
建仓
IT
Gartner, Inc.
+$710.2K
2,180
建仓
BABA
Alibaba Group Holdings, Ltd.
+$679.0K
6,645
增持
NFLX
Netflix, Inc.
+$678.8K
7,581
+15%
清仓
GGG
Graco, Inc.
-$656.1K
0
-100%
建仓
MLM
Martin Marietta Materials, Inc
+$648.3K
1,826
清仓
—
Atlas Corp.
-$637.2K
0
-100%
增持
SNPS
Synopsys, Inc.
+$626.4K
5,054
+22%
增持
DIS
Walt Disney Company/The
+$591.5K
33,298
+5%
减持
—
NXP Semiconductors NV
+$582.9K
37,855
-8%
增持
BOKF
BOK Financial Corp.
+$565.4K
16,910
+104%
建仓
ILMN
Illumina, Inc.
+$524.4K
2,255
增持
PYPL
PayPal Holdings, Inc.
+$522.5K
35,562
+16%
增持
WDAY
Workday, Inc. - Class A
+$503.4K
5,250
+51%
建仓
COST
Costco Wholesale Corp.
+$472.0K
950
建仓
—
FleetCor Technologies, Inc.
+$462.8K
2,195
增持
MTD
Mettler-Toledo International
+$449.8K
1,146
+27%
清仓
TXT
Textron, Inc.
-$443.6K
0
-100%
建仓
CNI
Canadian National Railway Co.
+$442.4K
3,750
增持
NOW
ServiceNow, Inc.
+$436.8K
2,956
+23%
清仓
AVGO
Broadcom, Inc.
-$431.1K
0
-100%
建仓
MNST
Monster Beverage Corp.
+$343.0K
6,350
增持
DXCM
DexCom, Inc.
+$322.5K
18,102
+15%
建仓
—
INDUS Realty Trust, Inc.
+$298.3K
4,500
增持
VMC
Vulcan Materials Company
+$279.9K
5,945
+41%
增持
FMC
FMC Corp.
+$264.0K
11,987
+25%
减持
TJX
TJX Company, Inc.
-$252.6K
61,413
-3%
减持
NOG
Northern Oil & Gas, Inc.
-$244.2K
64,750
-10%
增持
—
Callon Petroleum Co.
+$206.7K
83,155
+20%
增持
—
Copa Holdings S.A. - Cl A
+$189.0K
19,542
+1%
减持
AME
Ametek, Inc.
-$159.3K
24,773
-8%
减持
AMZN
Amazon.com, Inc.
+$125.2K
78,907
-17%
减持
MAR
Marriott International, Inc.
-$124.5K
14,852
-15%
