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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 94 项
建仓 20
增持 51
减持 1
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
VectivBio Holding AG
+$21.7M
1,285,538
建仓
—
Humana, Inc.
+$17.9M
74,400
增持
NVDA
NVIDIA Corp.
+$17.4M
63,670
+86%
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
AAPL
Apple, Inc.
+$14.5M
133,332
+93%
清仓
—
Apollo Endosurgery, Inc.
-$14.2M
0
-100%
增持
ROG
Rogers Corporation
+$13.9M
172,918
+100%
建仓
—
Focus Financial Partners, Inc.
+$13.8M
262,992
增持
MA
Mastercard Inc. - Class A
+$12.7M
61,272
+95%
增持
MSFT
Microsoft Corp.
+$11.9M
62,454
+91%
建仓
—
U.S. Xpress Enterprises, Inc.
+$11.3M
1,833,260
增持
BA
Boeing Co.
+$10.8M
103,030
+100%
增持
BAC
Bank of America Corp.
+$9.8M
680,606
+100%
清仓
—
Limestone Bancorp, Inc.
-$9.6M
0
-100%
增持
GOOG
Alphabet, Inc. - Class C
+$9.5M
147,480
+85%
增持
AMZN
Amazon.com, Inc.
+$9.3M
133,490
+69%
增持
—
Argo Group International Holdi
+$9.1M
371,332
+468%
清仓
—
Oak Street Health, Inc.
-$8.9M
0
-100%
增持
TDG
TransDigm Group, Inc.
+$8.9M
16,958
+100%
建仓
—
Greenhill & Co. Inc.
+$8.6M
586,530
清仓
—
MoneyGram International, Inc.
-$8.4M
0
-100%
增持
HUM
Humana, Inc.
+$8.4M
39,098
+109%
增持
—
Aerojet Rocketdyne Holdings, I
+$8.4M
207,426
+292%
增持
ISRG
Intuitive Surgical, Inc.
+$8.3M
40,200
+90%
增持
META
Meta Platforms, Inc.
+$8.3M
45,914
+100%
清仓
—
DCP Midstream, LP
-$7.6M
0
-100%
增持
—
NXP Semiconductors NV
+$7.5M
71,216
+88%
增持
—
Pioneer Natural Resources Comp
+$7.0M
66,636
+101%
清仓
—
Horizon Therapeutics PLC
-$6.7M
0
-100%
增持
SPG
Simon Property Group, Inc.
+$5.9M
98,194
+101%
增持
TJX
TJX Company, Inc.
+$5.8M
125,178
+104%
增持
—
Callon Petroleum Co.
+$5.4M
232,390
+179%
增持
LULU
Lululemon Athletica, Inc.
+$4.8M
23,830
+107%
建仓
EQIX
Equinix, Inc.
+$4.5M
5,718
增持
AME
Ametek, Inc.
+$4.4M
49,546
+100%
清仓
—
Atlas Technical Consultants, I
-$4.2M
0
-100%
增持
TOL
Toll Brothers, Inc.
+$4.1M
84,170
+100%
增持
CRM
Salesforce, Inc.
+$4.1M
37,014
+100%
建仓
—
TESSCO Technologies, Inc.
+$4.1M
457,218
增持
NFLX
Netflix, Inc.
+$4.1M
15,162
+100%
清仓
—
Cardiovascular Systems, Inc.
-$3.9M
0
-100%
增持
SNPS
Synopsys, Inc.
+$3.7M
13,022
+158%
建仓
—
Franchise Group, Inc.
+$3.7M
128,000
增持
PM
Philip Morris International, I
+$3.4M
49,852
+224%
增持
IT
Gartner, Inc.
+$3.1M
10,896
+400%
增持
VMC
Vulcan Materials Company
+$3.0M
17,970
+202%
增持
MAR
Marriott International, Inc.
+$3.0M
29,704
+100%
清仓
MBLY
Mobileye Global, Inc.
-$2.8M
0
-100%
增持
ROK
Rockwell Automation, Inc.
+$2.7M
13,220
+129%
建仓
—
Spotify Technology S.A.
+$2.6M
16,320
增持
DIS
Walt Disney Company/The
+$2.6M
66,596
+100%
增持
DXCM
DexCom, Inc.
+$2.5M
36,204
+100%
增持
—
Copa Holdings S.A. - Cl A
+$2.5M
39,084
+100%
增持
RIVN
Rivian Automotive, Inc.
+$2.4M
191,100
+300%
增持
NOW
ServiceNow, Inc.
+$2.4M
6,784
+129%
增持
MLM
Martin Marietta Materials, Inc
+$2.3M
6,392
+250%
清仓
TMO
Thermo Fisher Scientific, Inc.
-$2.3M
0
-100%
建仓
MCO
Moodys Corp.
+$2.1M
6,144
建仓
AZO
AutoZone, Inc.
+$2.1M
834
清仓
—
Maxar Technologies, Inc.
-$2.1M
0
-100%
增持
PYPL
PayPal Holdings, Inc.
+$2.0M
71,100
+100%
建仓
—
Home Point Capital, Inc.
+$1.9M
810,094
增持
MELI
MercadoLibre, Inc.
+$1.9M
2,332
+242%
清仓
ABNB
Airbnb, Inc.
-$1.9M
0
-100%
清仓
MTD
Mettler-Toledo International
-$1.8M
0
-100%
建仓
—
ProShares Ultra VIX Short-Term
+$1.5M
80,474
增持
CWST
Casella Waste Systems, Inc.
+$1.4M
32,724
+77%
增持
—
Willis Towers Watson PLC
+$1.4M
11,322
+100%
建仓
BRK/B
Berkshire Hathaway, Inc. - CL
+$1.3M
3,940
增持
BOKF
BOK Financial Corp.
+$1.3M
33,820
+100%
清仓
ECL
Ecolab, Inc.
-$1.3M
0
-100%
清仓
ANSS
ANSYS, Inc.
-$1.2M
0
-100%
增持
MNST
Monster Beverage Corp.
+$1.1M
25,262
+298%
建仓
NDAQ
Nasdaq, Inc.
+$1.1M
22,000
清仓
WDAY
Workday, Inc. - Class A
-$1.1M
0
-100%
增持
FMC
FMC Corp.
+$1.0M
23,974
+100%
增持
—
Ferrari NV
+$996.1K
5,250
+100%
建仓
LMT
Lockheed Martin Corporation
+$941.9K
2,046
清仓
ROST
Ross Stores, Inc.
-$893.6K
0
-100%
建仓
—
The Community Finanical Corp.
+$872.8K
32,218
清仓
PANW
Palo Alto Networks, Inc.
-$804.0K
0
-100%
增持
AMD
Advanced Micro Devices, Inc.
+$784.0K
14,142
+68%
增持
—
UBS Group AG
+$744.0K
77,500
+100%
增持
BABA
Alibaba Group Holdings, Ltd.
+$710.5K
16,670
+151%
建仓
—
Salisbury Bancorp, Inc.
+$573.6K
24,214
清仓
COST
Costco Wholesale Corp.
-$472.0K
0
-100%
清仓
—
FleetCor Technologies, Inc.
-$462.8K
0
-100%
清仓
CNI
Canadian National Railway Co.
-$442.4K
0
-100%
建仓
—
BELLUS Health, Inc.
+$433.3K
29,396
建仓
—
Berkshire Grey, Inc.
+$395.4K
280,416
增持
ILMN
Illumina, Inc.
+$321.2K
4,510
+100%
清仓
—
INDUS Realty Trust, Inc.
-$298.3K
0
-100%
增持
BFLY
Butterfly Networks, Inc.
+$54.4K
40,000
+100%
增持
—
Boeing Co.
+$33.4K
64,800
+100%
减持
NOG
Northern Oil & Gas, Inc.
-$7.6K
57,040
-12%
