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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 129 项
建仓 25
增持 51
减持 32
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
BIL
SPDR SERIES TRUST
-$9.2M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$6.0M
10,000
清仓
IIIV
I3 VERTICALS INC
-$3.3M
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。
减持
LPRO
OPEN LENDING CORP
-$2.9M
4,035,477
-32%
减持
ASPN
ASPEN AEROGELS INC
-$2.2M
200,000
-67%
减持
—
LIVEPERSON INC
-$2.1M
3,900,000
-60%
减持
AAPL
APPLE INC
+$2.1M
45,794
-2%
减持
GOOG
ALPHABET INC
+$2.1M
33,845
-3%
建仓
—
CONFLUENT INC
+$2.0M
100,000
建仓
VYX
NCR VOYIX CORPORATION
+$1.9M
155,097
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
0
-100%
建仓
VERX
VERTEX INC
+$1.5M
60,000
减持
AVGO
BROADCOM INC
+$1.4M
31,707
-4%
清仓
TRIP
TRIPADVISOR INC
-$1.1M
0
-100%
减持
SLND
SOUTHLAND HLDGS INC
-$1.0M
870,305
-22%
清仓
—
VIMEO INC
-$1.0M
0
-100%
建仓
PAR
PAR TECHNOLOGY CORP
+$989.5K
25,000
清仓
NET
CLOUDFLARE INC
-$979.1K
0
-100%
增持
PEB
PEBBLEBROOK HOTEL TR
+$967.5K
400,000
+11%
增持
PFF
ISHARES TR
+$963.2K
50,293
+146%
清仓
TPC
TUTOR PERINI CORP
-$959.0K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$901.3K
4,087
增持
PSEC
PROSPECT CAP CORP
+$882.7K
745,831
+103%
建仓
YEXT
YEXT INC
+$852.0K
100,000
建仓
BXP
BXP INC
+$851.5K
11,454
增持
—
ALIGHT INC
-$847.6K
589,000
+20%
清仓
HD
HOME DEPOT INC
-$843.6K
0
-100%
减持
CNNE
CANNAE HLDGS INC
-$818.3K
157,990
-11%
清仓
NEE
NEXTERA ENERGY INC
-$796.0K
0
-100%
建仓
FDX
FEDEX CORP
+$791.4K
3,356
建仓
AVB
AVALONBAY CMNTYS INC
+$772.3K
3,998
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$764.7K
15,000
减持
FOR
FORESTAR GROUP INC
-$761.6K
35,000
-59%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$760.5K
150,000
建仓
CRMT
AMERICAS CAR-MART INC
+$730.3K
25,000
减持
CRK
COMSTOCK RES INC
-$689.5K
35,000
-30%
建仓
VNOM
VIPER ENERGY INC
+$674.9K
17,657
增持
BHP
BHP GROUP LTD
+$671.1K
85,473
+0%
建仓
TCBI
TEXAS CAP BANCSHARES INC
+$634.0K
7,500
清仓
KVHI
KVH INDS INC
-$606.9K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$603.4K
162,486
+10%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$552.3K
352,546
+11%
清仓
JOBY
JOBY AVIATION INC
-$458.9K
0
-100%
增持
EXFY
EXPENSIFY INC
+$427.3K
932,987
+86%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$408.0K
15,000
-14%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$399.8K
250,201
+12%
清仓
—
GRAFTECH INTL LTD
-$398.8K
0
-100%
清仓
VNO
VORNADO RLTY TR
-$382.4K
0
-100%
清仓
LOB
LIVE OAK BANCSHARES INC
-$372.5K
0
-100%
建仓
MP
MP MATERIALS CORP
+$368.9K
5,500
增持
HCAT
HEALTH CATALYST INC
+$359.2K
1,091,819
+50%
减持
—
EVENTBRITE INC
-$342.9K
726,662
-12%
增持
DHI
D R HORTON INC
+$338.0K
8,066
+1%
增持
TAP
MOLSON COORS BEVERAGE CO
+$337.1K
54,840
+23%
增持
BILL
BILL HOLDINGS INC
+$319.6K
23,500
+18%
增持
HYG
ISHARES TR
+$303.2K
58,159
+6%
建仓
TBBK
BANCORP INC DEL
+$299.6K
4,000
建仓
WULF
TERAWULF INC
+$285.5K
25,000
增持
PANW
PALO ALTO NETWORKS INC
+$284.3K
5,919
+32%
清仓
CODI
COMPASS DIVERSIFIED
-$282.6K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$280.8K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$278.7K
9,029
+3%
增持
—
BRAEMAR HOTELS & RESORTS INC
+$277.3K
84,161
+2%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$264.2K
0
-100%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$259.6K
5,000
建仓
RCAT
RED CAT HLDGS INC
+$258.8K
25,000
建仓
USAR
USA RARE EARTH INC
+$257.9K
15,000
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$256.8K
2,000
增持
—
EXXON MOBIL CORP
+$244.8K
48,893
+0%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$236.0K
36,766
+6%
增持
ABR
ARBOR REALTY TRUST INC
+$225.4K
114,490
+4%
增持
BAC
BANK AMERICA CORP
+$223.2K
49,464
+1%
减持
DOMO
DOMO INC
-$222.8K
105,000
-22%
增持
BC
BRUNSWICK CORP
+$220.9K
27,582
+0%
清仓
CPAY
CORPAY INC
-$220.7K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$213.1K
500
建仓
MSTR
STRATEGY INC
+$193.3K
600
增持
LBRT
LIBERTY ENERGY INC
+$190.7K
155,000
+3%
增持
CMBS
ISHARES TR
+$190.0K
27,382
+16%
减持
GSAT
GLOBALSTAR INC
+$187.1K
37,500
-25%
建仓
ASUR
ASURE SOFTWARE INC
+$170.0K
20,726
清仓
—
BLACKROCK MUNI INCOME TR II
-$150.6K
0
-100%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$141.5K
23,393
+3%
减持
LSPD
LIGHTSPEED COMMERCE INC
-$141.1K
150,000
-6%
减持
CMCO
COLUMBUS MCKINNON CORP N Y
-$135.8K
120,000
-1%
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$131.6K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$130.3K
109,952
+2%
减持
QBTS
D-WAVE QUANTUM INC
+$128.2K
20,000
-20%
增持
CAT
CATERPILLAR INC
+$126.0K
1,408
+0%
减持
MSFT
MICROSOFT CORP
-$123.8K
15,766
-5%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$122.3K
131,700
+7%
减持
STRL
STERLING INFRASTRUCTURE INC
-$121.8K
1,000
-50%
增持
SPY
SPDR S&P 500 ETF TR
+$116.2K
1,855
+2%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$113.8K
90,184
+5%
减持
—
IREN LIMITED
-$113.5K
10,000
-75%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
-$103.1K
147,920
+6%
增持
TXN
TEXAS INSTRS INC
-$102.8K
4,779
+1%
减持
ADBE
ADOBE INC
-$102.7K
2,387
-2%
减持
—
BLACKROCK MUN INCOME TR
-$91.3K
10,000
-50%
清仓
ORN
ORION GROUP HLDGS INC
-$90.7K
0
-100%
增持
ARI
APOLLO COML REAL EST FIN INC
+$88.8K
130,933
+2%
增持
FISV
FISERV INC
-$87.5K
2,048
+0%
增持
FCX
FREEPORT-MCMORAN INC
-$86.9K
23,947
+1%
增持
DIS
DISNEY WALT CO
-$83.6K
10,067
+1%
减持
BAND
BANDWIDTH INC
-$81.0K
200,000
-7%
增持
SHEL
SHELL PLC
+$80.7K
61,463
+0%
增持
FDUS
FIDUS INVT CORP
+$76.5K
72,673
+5%
增持
HON
HONEYWELL INTL INC
-$69.5K
4,666
+3%
减持
SBUX
STARBUCKS CORP
-$69.4K
8,368
-1%
减持
—
ON24 INC
+$69.1K
270,000
-1%
增持
LADR
LADDER CAP CORP
+$62.6K
145,924
+3%
增持
UNP
UNION PAC CORP
+$60.0K
3,469
+5%
增持
AMGN
AMGEN INC
+$59.8K
7,664
+2%
增持
FIS
FIDELITY NATL INFORMATION SV
-$57.2K
3,784
+0%
减持
TYL
TYLER TECHNOLOGIES INC
-$52.4K
675
-1%
增持
—
BLACKROCK LONG-TERM MUN ADVA
+$52.3K
38,024
+12%
减持
STWD
STARWOOD PPTY TR INC
-$52.1K
47,195
-2%
增持
KHC
KRAFT HEINZ CO
+$49.5K
27,081
+7%
减持
DOCU
DOCUSIGN INC
-$36.4K
5,639
-1%
增持
EOG
EOG RES INC
-$35.6K
4,982
+0%
增持
SLB
SCHLUMBERGER LTD
+$27.7K
38,417
+0%
增持
PLD
PROLOGIS INC.
+$21.6K
2,144
+1%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$16.4K
10,748
-16%
减持
—
BLACKROCK MUNIHOLDINGS QUALI
-$16.0K
16,500
-13%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$13.1K
253,645
-4%
增持
—
MARQETA INC
+$9.9K
300,000
+11%
增持
DLB
DOLBY LABORATORIES INC
-$7.0K
4,395
+0%
减持
MRK
MERCK & CO INC
+$7.0K
4,395
-4%
增持
MA
MASTERCARD INCORPORATED
+$4.3K
550
+0%
