小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
SG Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SG Capital Management LLC
报告期 2026-03-31 · CIK 0001510099
持仓数
88
前50大市值合计
$1.33B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 104 项
建仓 45
增持 14
减持 20
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
WSO
WATSCO INC
+$95.0M
261,191
清仓
CSGP
COSTAR GROUP INC
-$88.1M
0
-100%
减持
MSM
MSC INDL DIRECT INC
-$83.5M
87,303
-92%
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。
建仓
WEX
WEX INC
+$77.0M
503,280
建仓
LKQ
LKQ CORP
+$69.4M
2,362,175
减持
CLS
CELESTICA INC
-$63.9M
29,656
-88%
建仓
VCEL
VERICEL CORP
+$63.0M
1,959,287
建仓
GPC
GENUINE PARTS CO
+$62.8M
593,459
建仓
RVTY
REVVITY INC
+$56.8M
648,828
增持
ENVA
ENOVA INTL INC
+$53.2M
512,788
+391%
建仓
JBL
JABIL INC
+$46.1M
173,705
建仓
ARW
ARROW ELECTRS INC
+$40.6M
283,108
建仓
CHWY
CHEWY INC
+$38.0M
1,408,154
增持
GXO
GXO LOGISTICS INCORPORATED
+$37.9M
1,049,863
+235%
清仓
—
GLOBANT S A
-$36.8M
0
-100%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$29.5M
111,028
增持
ONTO
ONTO INNOVATION INC
+$28.7M
229,486
+98%
建仓
DCI
DONALDSON INC
+$24.8M
292,111
减持
COHU
COHU INC
-$24.3M
290,877
-80%
增持
TECH
BIO-TECHNE CORP
+$24.2M
2,318,299
+41%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$23.8M
34,219
-83%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$23.5M
142,890
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$22.2M
56,303
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$21.7M
1,416,967
建仓
NEOG
NEOGEN CORP
+$19.9M
2,136,724
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$18.2M
344,497
-46%
清仓
CLH
CLEAN HARBORS INC
-$17.3M
0
-100%
清仓
NDSN
NORDSON CORP
-$16.8M
0
-100%
减持
BLKB
BLACKBAUD INC
-$16.7M
122,966
-64%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$16.7M
0
-100%
建仓
IRM
IRON MTN INC DEL
+$16.7M
163,636
增持
SMG
SCOTTS MIRACLE-GRO CO
+$16.4M
488,597
+115%
清仓
ATRO
ASTRONICS CORP
-$15.8M
0
-100%
减持
MNRO
MONRO INC
-$14.9M
55,393
-93%
增持
CXT
CRANE NXT CO
+$14.4M
589,210
+192%
增持
CODI
COMPASS DIVERSIFIED
+$14.3M
2,789,256
+76%
减持
CWST
CASELLA WASTE SYS INC
-$13.8M
28,442
-83%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$13.7M
762,573
增持
HLIO
HELIOS TECHNOLOGIES INC
+$13.5M
372,352
+88%
清仓
EFOR
ASGN INC
-$13.4M
0
-100%
清仓
KFY
KORN FERRY
-$13.3M
0
-100%
建仓
—
FLEXTRONICS INTL LTD
+$13.2M
202,234
清仓
DV
DOUBLEVERIFY HLDGS INC
-$11.7M
0
-100%
建仓
—
FABRINET
+$11.1M
21,346
建仓
DAVE
DAVE INC
+$11.1M
63,487
增持
PLXS
PLEXUS CORP
+$10.7M
78,255
+125%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$10.3M
165,185
清仓
NVDA
NVIDIA CORPORATION
-$10.2M
0
-100%
减持
TTMI
TTM TECHNOLOGIES INC
-$10.0M
64,061
-73%
清仓
PEGA
PEGASYSTEMS INC
-$9.4M
0
-100%
建仓
ROCK
GIBRALTAR INDS INC
+$9.3M
233,808
减持
FELE
FRANKLIN ELEC INC
-$9.1M
55,421
-63%
建仓
BHE
BENCHMARK ELECTRS INC
+$9.0M
160,917
建仓
SNX
TD SYNNEX CORPORATION
+$8.6M
51,002
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$8.4M
0
-100%
减持
ICFI
ICF INTL INC
-$8.4M
123,344
-36%
建仓
OPLN
OPENLANE INC
+$8.3M
286,174
清仓
SAIA
SAIA INC
-$8.3M
0
-100%
减持
HURN
HURON CONSULTING GROUP INC
-$8.3M
105,444
-16%
清仓
BCPC
BALCHEM CORP
-$8.2M
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$8.0M
6,308
清仓
WLY
WILEY JOHN & SONS INC
-$7.7M
0
-100%
减持
AAON
AAON INC
-$7.7M
27,641
-79%
建仓
CALX
CALIX INC
+$7.7M
157,399
建仓
ALGN
ALIGN TECHNOLOGY INC
+$7.6M
44,265
清仓
LOPE
GRAND CANYON ED INC
-$7.6M
0
-100%
建仓
JKHY
HENRY JACK & ASSOC INC
+$7.4M
46,991
建仓
CVCO
CAVCO INDS INC DEL
+$7.2M
14,924
建仓
OSIS
OSI SYSTEMS INC
+$7.2M
26,991
增持
KRE
SPDR SERIES TRUST
+$6.9M
170,595
+159%
清仓
EXP
EAGLE MATLS INC
-$6.8M
0
-100%
清仓
JJSF
J & J SNACK FOODS CORP
-$5.3M
0
-100%
减持
FFIV
F5 INC
-$5.2M
56,948
-33%
建仓
LBRT
LIBERTY ENERGY INC
+$4.6M
160,000
建仓
—
ICHOR HOLDINGS
+$4.5M
96,460
建仓
LCII
LCI INDS
+$4.5M
36,341
减持
TILE
INTERFACE INC
-$4.4M
160,289
-47%
增持
MTX
MINERALS TECHNOLOGIES INC
+$4.2M
187,184
+26%
清仓
IIIN
INSTEEL INDS INC
-$4.2M
0
-100%
增持
ACVA
ACV AUCTIONS INC
-$3.8M
1,856,095
+28%
减持
LITE
LUMENTUM HLDGS INC
-$3.6M
15,387
-61%
建仓
BCC
BOISE CASCADE CO DEL
+$3.5M
46,243
清仓
WLDN
WILLDAN GROUP INC
-$3.2M
0
-100%
减持
FCFS
FIRSTCASH HOLDINGS INC
-$3.1M
71,227
-31%
建仓
UFPI
UFP INDUSTRIES INC
+$2.7M
29,366
清仓
VPG
VISHAY PRECISION GROUP INC
-$2.6M
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$2.3M
175,000
减持
CVSA
COVISTA INC
-$2.3M
197,690
-18%
建仓
PUMP
PROPETRO HLDG CORP
+$2.2M
150,000
增持
AZZ
AZZ INC
+$2.2M
52,966
+27%
建仓
GPRE
GREEN PLAINS INC
+$2.1M
127,631
清仓
UWMC
UWM HOLDINGS CORPORATION
-$1.9M
0
-100%
清仓
IESC
IES HLDGS INC
-$1.9M
0
-100%
建仓
EZPW
EZCORP INC
+$1.8M
70,768
建仓
ASTE
ASTEC INDS INC
+$1.7M
32,089
减持
SKY
CHAMPION HOMES INC
-$1.7M
132,741
-3%
建仓
REX
REX AMERICAN RES CORP
+$1.7M
36,519
建仓
LINC
LINCOLN EDL SVCS CORP
+$1.3M
31,478
减持
TPB
TURNING PT BRANDS INC
-$1.2M
11,746
-42%
建仓
GBX
GREENBRIER COS INC
+$1.2M
22,217
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.1M
107,168
+44%
清仓
ASTH
ASTRANA HEALTH INC
-$794.4K
0
-100%
清仓
MBUU
MALIBU BOATS INC
-$564.2K
0
-100%
建仓
HVT
HAVERTY FURNITURE COS INC
+$431.9K
20,394
