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
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
25Q2 调仓
2024-12-31 → 2025-06-30 · 共 149 项
建仓 15
增持 85
减持 25
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
LPRO
OPEN LENDING CORP
+$7.2M
5,900,000
+722%
增持
NFE
NEW FORTRESS ENERGY INC
-$5.6M
200,000
+274%
清仓
VERX
VERTEX INC
-$5.3M
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
—
INTEVAC INC
-$3.6M
0
-100%
清仓
IEF
ISHARES TR
-$3.4M
0
-100%
减持
AVGO
BROADCOM INC
-$3.1M
32,912
-37%
清仓
TLT
ISHARES TR
-$3.0M
0
-100%
减持
AAPL
APPLE INC
-$2.6M
46,669
-4%
清仓
NPO
ENPRO INC
-$2.3M
0
-100%
清仓
—
OLO INC
-$2.3M
0
-100%
清仓
—
ZUORA INC
-$2.2M
0
-100%
增持
ASPN
ASPEN AEROGELS INC
+$2.1M
610,000
+369%
清仓
FICO
FAIR ISAAC CORP
-$1.8M
0
-100%
建仓
FOR
FORESTAR GROUP INC
+$1.7M
84,612
清仓
LZ
LEGALZOOM COM INC
-$1.5M
0
-100%
减持
KVHI
KVH INDS INC
-$1.5M
113,869
-69%
增持
STRL
STERLING INFRASTRUCTURE INC
-$1.2M
2,000
+1900%
减持
MSFT
MICROSOFT CORP
+$1.2M
16,666
-0%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
-$1.2M
121,585
+49%
建仓
GSAT
GLOBALSTAR INC
+$1.2M
50,000
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$1.1M
317,146
+52%
清仓
—
PAYSAFE LIMITED
-$1.1M
0
-100%
减持
VRRM
VERRA MOBILITY CORP
-$1.1M
100,000
-33%
建仓
—
VIMEO INC
+$1.0M
250,000
建仓
NET
CLOUDFLARE INC
+$979.1K
5,000
增持
PEB
PEBBLEBROOK HOTEL TR
+$959.8K
359,206
+85%
建仓
BILL
BILL HOLDINGS INC
+$925.2K
20,000
建仓
—
SIMILARWEB LTD
+$920.6K
117,423
增持
SRLN
SSGA ACTIVE ETF TR
+$889.5K
147,942
+17%
清仓
TSCO
TRACTOR SUPPLY CO
-$850.0K
0
-100%
减持
GOOG
ALPHABET INC
-$796.2K
34,845
-5%
清仓
MAC
MACERICH CO
-$720.0K
0
-100%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$711.1K
263,795
+36%
增持
FLYW
FLYWIRE CORPORATION
-$606.7K
283,000
+49%
建仓
—
IREN LIMITED
+$582.8K
40,000
增持
LSPD
LIGHTSPEED COMMERCE INC
+$564.9K
160,000
+86%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$548.4K
0
-100%
减持
EXFY
EXPENSIFY INC
-$546.5K
501,420
-9%
增持
CRK
COMSTOCK RES INC
+$543.5K
50,000
+12400%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$536.5K
224,241
+29%
减持
DOMO
DOMO INC
-$521.3K
135,000
-60%
增持
VNO
VORNADO RLTY TR
-$517.6K
10,000
+6567%
减持
TRIP
TRIPADVISOR INC
-$515.5K
85,000
-23%
增持
TPC
TUTOR PERINI CORP
+$509.0K
20,500
+13567%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$500.0K
0
-100%
增持
HCAT
HEALTH CATALYST INC
+$490.1K
730,100
+128%
清仓
—
SECUREWORKS CORP
-$423.0K
0
-100%
减持
SHEL
SHELL PLC
-$420.8K
61,294
-19%
增持
SAP
SAP SE
+$378.9K
6,013
+2%
建仓
LOB
LIVE OAK BANCSHARES INC
+$372.5K
12,500
建仓
QBTS
D-WAVE QUANTUM INC
+$366.0K
25,000
增持
—
BRAEMAR HOTELS & RESORTS INC
+$356.6K
82,661
+55%
增持
PSEC
PROSPECT CAP CORP
-$345.8K
367,397
+5%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$344.6K
34,565
+14%
减持
ADBE
ADOBE INC
-$341.3K
2,442
-16%
增持
GPN
GLOBAL PMTS INC
-$333.2K
13,905
+8%
清仓
TFIN
TRIUMPH FINANCIAL INC
-$325.0K
0
-100%
增持
JOBY
JOBY AVIATION INC
+$302.6K
43,500
+332%
增持
BAC
BANK AMERICA CORP
+$283.5K
49,211
+6%
增持
DIS
DISNEY WALT CO
+$283.4K
9,969
+17%
建仓
CODI
COMPASS DIVERSIFIED
+$282.6K
45,000
建仓
NFLX
NETFLIX INC
+$267.8K
200
增持
TXN
TEXAS INSTRS INC
+$266.9K
4,724
+24%
增持
FCX
FREEPORT-MCMORAN INC
+$254.0K
23,671
+17%
建仓
APLD
APPLIED DIGITAL CORP
+$251.8K
25,000
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$250.8K
33,415
+5%
清仓
—
JOBY AVIATION INC
-$248.4K
0
-100%
增持
AESI
ATLAS ENERGY SOLUTIONS INC
+$246.9K
126,300
+94%
清仓
ACHR/WS
ARCHER AVIATION INC
-$241.5K
0
-100%
清仓
SPCE
VIRGIN GALACTIC HOLDINGS INC
-$240.0K
0
-100%
增持
CNNE
CANNAE HLDGS INC
+$235.6K
177,990
+2%
清仓
PFE
PFIZER INC
-$233.9K
0
-100%
增持
AMGN
AMGEN INC
+$231.9K
7,532
+5%
增持
LBRT
LIBERTY ENERGY INC
+$230.3K
150,000
+100%
减持
OKE
ONEOK INC NEW
-$225.6K
11,750
-0%
建仓
PLD
PROLOGIS INC.
+$223.9K
2,130
建仓
CPAY
CORPAY INC
+$220.7K
665
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$214.9K
138,912
+18%
增持
HYG
ISHARES TR
+$208.6K
54,810
+2%
减持
SLND
SOUTHLAND HLDGS INC
+$208.0K
1,119,313
-13%
增持
—
LIVEPERSON INC
-$207.0K
9,793,000
+11%
增持
—
ON24 INC
-$204.3K
271,693
+4%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
-$199.8K
17,500
+9900%
增持
CAT
CATERPILLAR INC
+$198.7K
1,406
+47%
增持
ARI
APOLLO COML REAL EST FIN INC
+$197.2K
127,846
+6%
增持
STWD
STARWOOD PPTY TR INC
+$158.3K
48,143
+13%
增持
—
EVENTBRITE INC
+$158.1K
826,662
+38%
增持
HON
HONEYWELL INTL INC
+$154.0K
4,516
+14%
清仓
—
PIMCO MUN INCOME FD
-$153.6K
0
-100%
减持
IIIV
I3 VERTICALS INC
-$153.5K
120,000
-20%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$149.7K
126,000
+15%
减持
ABBV
ABBVIE INC
+$148.4K
19,180
-0%
减持
CSCO
CISCO SYS INC
+$146.3K
20,773
-5%
清仓
—
BNY MELLON MUN INCOME INC
-$142.0K
0
-100%
减持
GPMT
GRANITE PT MTG TR INC
-$139.4K
79,000
-34%
增持
LADR
LADDER CAP CORP
+$139.3K
142,275
+15%
增持
—
ALIGHT INC
-$138.7K
489,000
+16%
增持
ABR
ARBOR REALTY TRUST INC
-$133.5K
109,579
+16%
增持
NEE
NEXTERA ENERGY INC
+$130.3K
11,467
+23%
清仓
—
TRAEGER INC
-$120.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$117.6K
48,867
+2%
增持
UNP
UNION PAC CORP
+$116.2K
3,303
+17%
清仓
—
LIVEPERSON INC
-$110.2K
0
-100%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM
+$106.7K
20,000
+43%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$103.8K
22,718
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$93.5K
21,651
+3%
建仓
ORN
ORION GROUP HLDGS INC
+$90.7K
10,000
增持
ARCC
ARES CAPITAL CORP
+$85.5K
108,124
+3%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$77.3K
12,748
-33%
增持
SYK
STRYKER CORPORATION
+$75.7K
1,115
+10%
增持
TAP
MOLSON COORS BEVERAGE CO
-$73.1K
44,592
+15%
增持
KHC
KRAFT HEINZ CO
+$72.4K
25,393
+34%
增持
BHP
BHP GROUP LTD
+$65.7K
85,132
+3%
增持
MRK
MERCK & CO INC
-$61.0K
4,571
+8%
增持
CMBS
ISHARES TR
+$60.4K
23,654
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$58.2K
1,812
+0%
减持
—
MARQETA INC
+$58.1K
270,000
-33%
增持
MA
MASTERCARD INCORPORATED
+$55.2K
549
+14%
增持
HD
HOME DEPOT INC
+$54.4K
2,301
+13%
增持
FDUS
FIDUS INVT CORP
+$54.3K
69,101
+8%
减持
PML
PIMCO MUN INCOME FD II
-$53.2K
17,400
-23%
增持
TYL
TYLER TECHNOLOGIES INC
+$48.0K
684
+10%
增持
EFX
EQUIFAX INC
+$46.6K
1,227
+15%
增持
FIS
FIDELITY NATL INFORMATION SV
+$45.1K
3,768
+16%
增持
DSM
BNY MELLON STRATEGIC MUN BD
+$43.3K
48,475
+23%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$40.6K
122,700
+8%
减持
—
BLACKROCK LONG-TERM MUN ADVA
-$39.6K
34,024
-6%
增持
BC
BRUNSWICK CORP
-$38.2K
27,577
+14%
增持
DOCU
DOCUSIGN INC
-$35.6K
5,687
+7%
增持
AMZN
AMAZON COM INC
+$34.2K
18,081
+1%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$32.8K
9,307
+34%
增持
DHI
D R HORTON INC
+$31.2K
7,981
+12%
减持
V
VISA INC
+$31.1K
2,417
-8%
增持
FISV
FISERV INC
-$29.9K
2,039
+10%
增持
BP
BP PLC
+$26.2K
8,558
+10%
增持
EOG
EOG RES INC
+$24.5K
4,968
+7%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$23.8K
1,079
+17%
增持
DLB
DOLBY LABORATORIES INC
+$21.5K
4,378
+13%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$21.1K
86,026
+3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$12.1K
41,710
+5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$11.1K
8,807
+8%
增持
BAND
BANDWIDTH INC
+$11.0K
214,779
+7%
增持
SLB
SCHLUMBERGER LTD
+$10.5K
38,244
+14%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$9.3K
21,371
-2%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$8.3K
100,317
-1%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$4.5K
29,366
-6%
增持
PFF
ISHARES TR
-$3.0K
20,440
+2%
增持
PG
PROCTER AND GAMBLE CO
-$2.8K
12,126
+5%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$654
34,737
+4%
