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Palogic Value Management, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Palogic Value Management, L.P.
报告期 2026-03-31 · CIK 0001532943
持仓数
176
前50大市值合计
$161.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 105 项
建仓 6
增持 68
减持 27
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
LIVEPERSON INC
-$3.0M
232,353
-73%
建仓
—
ON24 INC
+$1.9M
264,327
清仓
PFSI
PENNYMAC FINL SVCS INC NEW
-$1.9M
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。
减持
TRIP
TRIPADVISOR INC
-$1.7M
70,000
-59%
建仓
—
LIVEPERSON INC
+$1.5M
4,093,000
减持
ASPN
ASPEN AEROGELS INC
-$1.4M
100,000
-50%
增持
—
INTEVAC INC
+$1.4M
777,548
+109%
减持
AAPL
APPLE INC
-$1.2M
52,552
-1%
清仓
LOB
LIVE OAK BANCSHARES INC
-$1.1M
0
-100%
减持
AVGO
BROADCOM INC
+$1.1M
5,605
-1%
减持
BHP
BHP GROUP LTD
-$916.4K
81,559
-1%
增持
—
EVENTBRITE INC
+$905.4K
600,000
+111%
增持
IIIV
I3 VERTICALS INC
+$888.6K
149,789
+25%
增持
SRLN
SSGA ACTIVE ETF TR
+$879.6K
82,786
+33%
减持
—
EXXON MOBIL CORP
+$719.3K
48,543
-1%
清仓
ASUR
ASURE SOFTWARE INC
-$717.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$715.5K
17,065
-1%
增持
—
ZUORA INC
+$640.2K
500,000
+20%
增持
HYG
ISHARES TR
+$578.4K
48,768
+17%
减持
BAND
BANDWIDTH INC
-$506.0K
210,000
-30%
减持
AMZN
AMAZON COM INC
+$498.4K
17,925
-0%
减持
AESI
ATLAS ENERGY SOLUTIONS INC
+$451.3K
84,664
-0%
增持
LPRO
OPEN LENDING CORP
-$429.0K
475,295
+19%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$424.4K
160,000
-24%
减持
WTTR
SELECT WATER SOLUTIONS INC
-$363.5K
241,300
-29%
减持
—
VIMEO INC
-$357.8K
550,000
-17%
增持
EXFY
EXPENSIFY INC
+$356.0K
1,267,614
+58%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$343.8K
91,500
+45%
减持
—
OLO INC
-$337.2K
470,000
-8%
增持
TWLO
TWILIO INC
+$316.6K
30,000
+50%
建仓
—
BRAEMAR HOTELS & RESORTS INC
+$300.5K
21,917
增持
TAP
MOLSON COORS BEVERAGE CO
+$279.4K
41,014
+1%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$272.9K
101,460
+16%
增持
LSPD
LIGHTSPEED COMMERCE INC
-$268.8K
160,000
+33%
减持
VERX
VERTEX INC
-$268.5K
140,000
-20%
减持
CNNE
CANNAE HLDGS INC
+$266.8K
205,000
-7%
增持
GPMT
GRANITE PT MTG TR INC
-$263.4K
242,892
+1%
增持
DIS
DISNEY WALT CO
+$260.0K
7,755
+2%
增持
SAP
SAP SE
+$246.6K
6,048
+0%
清仓
FTNT
FORTINET INC
-$234.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$233.7K
47,231
+2%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$231.2K
3,117
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$230.1K
39,274
增持
ICVT
ISHARES TR
+$225.0K
16,865
+18%
增持
PSEC
PROSPECT CAP CORP
+$223.8K
218,875
+33%
增持
KVHI
KVH INDS INC
+$218.5K
320,000
+19%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$208.1K
80,253
+16%
建仓
DOW
DOW INC
+$200.7K
3,464
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$199.3K
30,781
+12%
减持
—
SECUREWORKS CORP
-$194.3K
238,000
-2%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$179.9K
33,394
+78%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$178.7K
138,789
+13%
增持
—
BRIGHTCOVE INC
+$174.4K
549,256
+60%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$173.4K
69,955
+1%
增持
CMBS
ISHARES TR
+$168.2K
14,065
+33%
增持
FCX
FREEPORT-MCMORAN INC
+$132.0K
19,064
+6%
增持
SPG
SIMON PPTY GROUP INC NEW
+$131.3K
7,862
+2%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$125.4K
147,137
+5%
增持
SLB
SCHLUMBERGER LTD
+$119.9K
29,155
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$119.7K
30,917
+2%
增持
DHI
D R HORTON INC
+$114.4K
6,771
+3%
增持
SHEL
SHELL PLC
+$105.9K
66,069
+1%
增持
HD
HOME DEPOT INC
+$101.4K
1,875
+5%
增持
ARCC
ARES CAPITAL CORP
+$100.5K
96,542
+1%
增持
NEE
NEXTERA ENERGY INC
+$95.4K
8,566
+15%
增持
ABR
ARBOR REALTY TRUST INC
-$94.3K
79,290
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$87.4K
1,810
+0%
增持
FDUS
FIDUS INVT CORP
+$76.9K
54,830
+7%
增持
NFE
NEW FORTRESS ENERGY INC
+$76.3K
95,000
+27%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$62.4K
114,224
+5%
增持
TXN
TEXAS INSTRS INC
+$62.1K
3,515
+9%
增持
SYK
STRYKER CORPORATION
+$61.8K
1,022
+1%
减持
CAT
CATERPILLAR INC
+$60.7K
954
-2%
增持
—
SMARTSHEET INC
-$53.7K
6,044
+1%
增持
FISV
FISERV INC
+$52.3K
1,858
+1%
增持
EOG
EOG RES INC
+$49.9K
4,505
+4%
增持
RITM
RITHM CAPITAL CORP
+$43.2K
45,500
+5%
增持
KHC
KRAFT HEINZ CO
+$43.1K
16,129
+8%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$42.3K
911
+7%
减持
CSCO
CISCO SYS INC
-$34.0K
22,623
-2%
增持
UNP
UNION PAC CORP
+$32.7K
2,540
+5%
增持
—
GRAFTECH INTL LTD
-$31.6K
512,700
+52%
增持
ARI
APOLLO COML REAL EST FIN INC
-$30.6K
94,988
+2%
增持
MA
MASTERCARD INCORPORATED
+$28.3K
476
+1%
增持
HON
HONEYWELL INTL INC
+$27.8K
3,695
+6%
减持
GOOG
ALPHABET INC
-$25.3K
37,064
-8%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM
+$25.0K
14,000
+17%
增持
EFX
EQUIFAX INC
+$23.7K
1,062
+1%
增持
LADR
LADDER CAP CORP
+$23.6K
113,467
+5%
增持
STWD
STARWOOD PPTY TR INC
+$20.1K
32,651
+7%
增持
DOCU
DOCUSIGN INC
+$19.1K
5,094
+7%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$11.8K
1,350
-4%
减持
CPRT
COPART INC
+$9.0K
12,000
-14%
增持
TYL
TYLER TECHNOLOGIES INC
+$6.8K
619
+1%
增持
SBUX
STARBUCKS CORP
+$5.4K
7,161
+6%
减持
EXP
EAGLE MATLS INC
-$5.3K
1,100
-27%
增持
WSO
WATSCO INC
+$5.3K
772
+1%
增持
RKT
ROCKET COS INC
+$5.0K
26,552
+1%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$3.5K
23,371
-4%
减持
LVS
LAS VEGAS SANDS CORP
+$3.4K
5,300
-4%
增持
BC
BRUNSWICK CORP
-$3.2K
25,756
+0%
增持
PLD
PROLOGIS INC.
-$2.9K
1,732
+1%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$2.1K
5,959
+6%
减持
—
PIMCO MUN INCOME FD III
-$627
15,250
-2%
增持
AMGN
AMGEN INC
-$308
7,089
+1%
