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Summit Creek Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Summit Creek Advisors LLC

报告期 2026-03-31 · CIK 0001333709

持仓数

65

前50大市值合计

$471.4M

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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 71 项建仓 3增持 22减持 44清仓 2

方向

标的

Δ市值

现股数(环比)

建仓

CWST CASELLA WASTE SYSTEMS INC

+$11.1M

112,047

减持

— ARHAUS, INC

-$8.8M

592,952 -38%

建仓

PEGA PEGASYSTEMS INC

+$7.5M

102,735

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。

减持

— INTERNATIONAL MONEY EXPRESS

-$7.1M

55,011 -86%

增持

EXLS EXLSERVICE HOLDINGS INC.

+$6.8M

637,917 +14%

增持

— REMITLY GLOBAL INC

+$6.3M

881,475 +95%

增持

— FIRSTSERVICE CORP

+$5.2M

115,631 +11%

减持

— REPAY HOLDINGS CORP

-$4.9M

1,646,348 -5%

增持

— Q2 HOLDINGS INC

+$4.8M

234,503 +2%

减持

— EVOLENT HEALTH

-$4.7M

200,478 -63%

减持

DORM DORMAN PRODUCTS INC

-$4.7M

114,104 -41%

增持

— WILLDAN GROUP INC

+$4.5M

359,034 +1%

减持

— INSTRUCTURE HOLDINGS

-$4.4M

215,084 -47%

清仓

— GROCERY OUTLET HOLDING CORP

-$4.4M

0 -100%

增持

— GRID DYNAMICS

+$4.4M

1,175,835 +2%

增持

— PURE STORAGE

-$3.8M

372,270 +6%

减持

— ICON PLC

-$3.7M

1,760 -87%

减持

ALRM ALARM.COM

-$3.6M

281,495 -6%

清仓

— THOUGHTWORKS HOLDING

-$3.5M

0 -100%

减持

— CONSTRUCTION PARTNERS INC

+$3.4M

289,689 -5%

减持

— PAYLOCITY HOLDINGS

+$3.2M

126,278 -6%

减持

FIVN FIVE9, INC

-$3.1M

174,736 -6%

减持

BWMN BOWMAN CONSULTING GROUP

-$3.1M

326,627 -6%

减持

— ZETA GLOBAL

+$2.7M

781,599 -33%

增持

— BIO-TECHNE CORP

+$2.6M

257,430 +3%

减持

— TREX COMPANY

-$2.4M

201,620 -6%

减持

— AMERIS BANCORP

+$2.2M

240,681 -6%

减持

— FIVE BELOW INC.

-$2.1M

97,168 -1%

减持

DSGX DESCARTES SYSTEMS GROUP

-$1.9M

224,389 -13%

增持

— VITA COCO CO INC

+$1.9M

400,791 +18%

减持

— CLEARWATER ANALYTICS HOLDINGS

+$1.7M

284,212 -3%

减持

— ENVESTNET INC.

-$1.5M

277,674 -8%

减持

— SITEONE LANDSCAPE SUPPLY

+$1.5M

67,613 -6%

减持

ADUS ADDUS HOMECARE

-$1.5M

207,918 -17%

增持

— MEDPACE HOLDINGS, INC.

-$1.4M

47,662 +13%

减持

— QUALYS INC.

-$1.4M

61,332 -6%

减持

BOOT BOOT BARN HOLDINGS

+$1.3M

110,193 -17%

减持

OLLI OLLIE'S BARGAIN OUTLET

-$1.2M

177,202 -6%

减持

LMAT LEMAITRE VASCULAR INC.

+$1.1M

202,766 -6%

增持

CBZ CBIZ INC

+$1.0M

253,641 +17%

增持

ONT MONTROSE ENVIRONMENTAL GROUP

+$991.4K

386,682 +88%

减持

DGII DIGI INTERNATIONAL INC

+$977.0K

301,157 -6%

减持

— OPTION CARE HEALTH INC

+$965.4K

500,292 -6%

增持

— DOUBLEVERIFY

+$920.8K

367,425 +36%

减持

— BOX INC

+$792.9K

167,851 -6%

减持

— MISTER CAR WASH, INC

-$772.6K

753,390 -6%

减持

— SPS COMMERCE

+$618.9K

117,857 -0%

增持

— WNS HOLDINGS LTD

+$618.4K

300,604 +4%

减持

— NV5 GLOBAL INC.

-$592.9K

118,388 -6%

增持

— CCC INTELLIGENT SOLUTIONS

+$476.8K

2,135,747 +3%

增持

— VERRA MOBILITY CORP

+$440.4K

388,723 +2%

增持

— HEALTHEQUITY

+$413.7K

257,489 +7%

建仓

DT DYNATRACE, INC.

+$353.4K

6,609

减持

LFUS LITTELFUSE INC.

-$310.5K

54,055 -6%

增持

— GLOBANT SA

+$136.7K

1,746 +49%

增持

JKHY JACK HENRY & ASSOCIATES

+$135.2K

2,548 +34%

减持

GDDY GODADDY INC.

-$109.8K

4,598 -23%

增持

— VERICEL CORPORATION

-$84.7K

350,660 +8%

减持

TW TRADEWEB MARKETS INC

+$64.0K

5,903 -6%

减持

— GLOBAL-E ONLINE

+$52.4K

299,202 -5%

减持

WST WEST PHARMACEUTICAL SVCS

-$51.8K

1,027 -6%

减持

FND FLOOR & DECOR HOLDINGS INC

+$45.8K

2,493 -6%

减持

— DOLBY LABORATORIES

-$45.3K

5,807 -6%

减持

— POOL CORPORATION

+$41.6K

838 -6%

增持

ALGN ALIGN TECH

+$38.7K

976 +12%

减持

— ADVANCED DRAINAGE SYSTEMS

-$31.4K

2,308 -6%

增持

NICE NICE LTD SPONSORED ADR

+$30.6K

2,135 +8%

减持

TYL TYLER TECHNOLOGY INC.

+$26.7K

553 -6%

减持

FICO FAIR ISAAC CORPORATION

-$21.4K

349 -26%

减持

TRMB TRIMBLE INC.

+$18.8K

7,291 -6%

减持

IT GARTNER INC

+$16.6K

583 -6%