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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 38
增持 52
减持 36
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$4.7M
56,379
+928%
清仓
—
EVENTBRITE INC
-$3.9M
0
-100%
清仓
—
ON24 INC
-$2.4M
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
TAP
MOLSON COORS BEVERAGE CO
-$2.1M
16,494
-73%
减持
—
EXXON MOBIL CORP
+$2.0M
46,416
-5%
减持
MSFT
MICROSOFT CORP
-$1.8M
15,641
-0%
建仓
TRIP
TRIPADVISOR INC
+$1.8M
165,000
清仓
SPG
SIMON PPTY GROUP INC NEW
-$1.7M
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$1.4M
31,256
清仓
LBRT
LIBERTY ENERGY INC
-$1.4M
0
-100%
建仓
NOW
SERVICENOW INC
+$1.4M
13,231
清仓
FISV
FISERV INC
-$1.4M
0
-100%
清仓
ARI
APOLLO COML REAL EST FIN
-$1.3M
0
-100%
减持
AVGO
BROADCOM INC
-$1.3M
29,560
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
14,410
+130%
建仓
PD
PAGERDUTY INC
+$1.1M
185,000
建仓
PHR
PHREESIA INC
+$1.1M
130,000
减持
SLND
SOUTHLAND HLDGS INC
-$1.1M
681,861
-4%
清仓
CRMT
AMERICAS CAR-MART INC
-$1.1M
0
-100%
增持
BHP
BHP BILLITON LIMITED
+$1.1M
86,072
+0%
减持
PEB
PEBBLEBROOK HOTEL TR
-$1.1M
275,100
-31%
建仓
TEAM
ATLASSIAN CORPORATION
+$1.0M
15,000
增持
LPRO
OPEN LENDING CORP
-$1.0M
4,543,612
+5%
清仓
CALY
TOPGOLF CALLAWAY BRANDS
-$1.0M
0
-100%
减持
GOOG
ALPHABET INC
-$990.6K
33,229
-1%
清仓
DKS
DICKS SPORTING GOODS INC
-$989.9K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$888.8K
0
-100%
清仓
FOR
FORESTAR GROUP INC
-$862.0K
0
-100%
减持
AAPL
APPLE INC
-$836.0K
45,437
-0%
建仓
SPSC
SPS COMM INC
+$835.0K
15,000
增持
KIM
KIMCO REALTY CORP
+$776.6K
53,936
+151%
建仓
VIA
VIA TRANSN INC
+$750.0K
50,000
清仓
GDXJ
VANECK ETF TRUST
-$739.6K
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$715.6K
7,500
增持
EEFT
EURONET WORLDWIDE INC
+$707.9K
25,000
+100%
建仓
—
MONDAY COM LTD
+$691.1K
10,000
增持
BNL
BROADSTONE NET LEASE INC
+$659.1K
59,854
+139%
减持
TCBI
TEXAS CAP BANCSHARES INC
-$658.3K
6,000
-56%
建仓
PFSI
PENNYMAC FINL SVCS INC NEW
+$655.5K
7,500
建仓
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$654.2K
52,802
增持
HCAT
HEALTH CATALYST INC
+$643.3K
2,896,600
+128%
建仓
INTA
INTAPP INC
+$642.3K
25,000
建仓
BRZE
BRAZE INC
+$637.5K
27,000
建仓
SNOW
SNOWFLAKE INC
+$603.3K
4,000
建仓
CVLT
COMMVAULT SYS INC
+$584.2K
7,500
建仓
COST
COSTCO WHOLESALE CORPORATION
+$556.0K
558
清仓
QTUM
ETF SER SOLUTIONS
-$548.3K
0
-100%
增持
VRRM
VERRA MOBILITY CORP
-$526.2K
120,000
+20%
建仓
COIN
COINBASE GLOBAL INC
+$523.8K
3,000
建仓
HTGC
HERCULES CAPITAL INC
+$513.7K
34,783
清仓
—
SIMILARWEB LTD
-$505.0K
0
-100%
增持
AESI
ATLAS ENERGY SOLUTIONS INC
+$499.3K
71,300
+54%
减持
SLB
SLB LIMITED
+$461.2K
38,239
-2%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$455.3K
37,500
+36%
建仓
AMPL
AMPLITUDE INC
+$443.3K
65,000
增持
SAP
SAP SE
-$431.9K
6,159
+1%
增持
RPD
RAPID7 INC
-$409.4K
105,000
+62%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$409.1K
75,497
+101%
建仓
CAVA
CAVA GROUP INC
+$404.5K
5,000
减持
—
MARQETA INC
-$386.8K
400,000
-6%
增持
AMZN
AMAZON COM INC
-$374.1K
18,021
+1%
清仓
FANG
DIAMONDBACK ENERGY INC
-$360.8K
0
-100%
减持
ABBV
ABBVIE INC
-$357.8K
18,505
-4%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$354.3K
5,000
清仓
—
BLACKROCK LONG-TERM MUN
-$352.9K
0
-100%
增持
—
ALIGHT INC
-$351.9K
400,000
+33%
建仓
—
UNIQURE NV
+$327.0K
20,000
减持
BC
BRUNSWICK CORP
-$324.3K
24,210
-14%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE
-$314.2K
0
-100%
增持
BAC
BANK AMERICA CORP
-$310.8K
50,182
+0%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$306.2K
0
-100%
建仓
—
SIMILARWEB LTD
+$297.5K
114,000
建仓
IRD
OPUS GENETICS INC
+$295.8K
65,000
增持
DOMO
DOMO INC
-$291.5K
194,000
+85%
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$290.0K
50,000
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$288.4K
17,944
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$285.0K
5,000
建仓
MUA
BLACKROCK MUNIASSETS FD INC
+$281.5K
26,530
减持
BAND
BANDWIDTH INC
+$280.3K
185,002
-5%
建仓
MPT
MEDICAL PROPERTIES TRUST INC
+$277.8K
60,000
建仓
ACTU
ACTUATE THERAPEUTICS INC
+$274.0K
100,000
减持
FNF
FIDELITY NATL FINL INC
-$269.0K
24,068
-5%
清仓
—
IREN LIMITED
-$264.4K
0
-100%
增持
FSLR
FIRST SOLAR INC
-$260.1K
4,319
+1%
建仓
RGNX
REGENXBIO INC
+$251.4K
30,000
建仓
—
NVENT ELEC PLC
+$251.3K
2,125
增持
VYX
NCR VOYIX CORPORATION
-$249.2K
275,000
+41%
清仓
APLD
APPLIED DIGITAL CORP
-$245.2K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$242.6K
110,670
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$240.2K
19,400
+35%
建仓
QQQI
NEOS ETF TRUST
+$239.5K
4,820
增持
FDX
FEDEX CORP
+$235.9K
3,479
+0%
建仓
RNTX
REIN THERAPEUTICS INC
+$234.0K
180,000
建仓
FRMI
FERMI INC
+$233.6K
40,000
建仓
NVDA
NVIDIA CORPORATION
+$232.0K
1,330
减持
JPM
JPMORGAN CHASE & CO
-$230.0K
6,474
-2%
增持
JNJ
JOHNSON & JOHNSON
+$227.9K
2,354
+40%
清仓
EXP
EAGLE MATLS INC
-$227.3K
0
-100%
增持
VNOM
VIPER ENERGY INC
+$220.5K
21,704
+5%
建仓
EAF
GRAFTECH INTL LTD SR NT
+$220.3K
32,500
增持
GPN
GLOBAL PMTS INC
-$218.9K
37,000
+6%
减持
LADR
LADDER CAP CORP
-$217.6K
143,535
-3%
增持
FCX
FREEPORT MCMORAN INC
+$210.7K
24,846
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$205.5K
166,381
-0%
减持
CPRT
COPART INC
-$204.2K
8,000
-33%
减持
—
BRAEMAR HOTELS & RESORTS INC
-$194.6K
73,867
-14%
增持
AMGN
AMGEN INC
+$192.7K
7,773
+0%
清仓
BRRR
COINSHARES BITCOIN ETF
-$191.3K
0
-100%
增持
ABR
ARBOR REALTY TRUST INC
+$178.7K
84,443
+39%
减持
SHEL
SHELL PLC
-$177.4K
41,618
-24%
减持
ADBE
ADOBE INC
-$171.7K
1,521
-2%
增持
HON
HONEYWELL INTL INC
+$168.5K
5,012
+1%
清仓
—
BLACKROCK MUNIHOLDINGS
-$165.5K
0
-100%
增持
BXP
BXP INC
-$165.5K
12,907
+4%
增持
LSPD
LIGHTSPEED COMMERCE INC
+$163.2K
180,000
+50%
增持
DIS
DISNEY WALT CO
-$162.5K
10,462
+2%
减持
GPMT
GRANITE PT MTG TR INC
-$162.1K
19,000
-76%
减持
HYG
ISHARES TR
-$161.0K
57,680
-2%
增持
PAR
PAR TECHNOLOGY CORP
+$159.4K
80,000
+220%
增持
VERX
VERTEX INC
-$159.0K
100,000
+48%
减持
FDUS
FIDUS INVT CORP
-$158.7K
72,868
-2%
减持
VRSK
VERISK ANALYTICS INC
-$153.2K
1,219
-29%
减持
CAT
CATERPILLAR INC
+$142.2K
1,336
-5%
增持
TXN
TEXAS INSTRS INC
+$139.8K
5,150
+4%
增持
EQT
EQT CORP
+$139.5K
9,765
+9%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$139.1K
300,411
+9%
增持
FLYW
FLYWIRE CORPORATION
-$134.4K
250,000
+16%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$127.4K
28,655
+1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$120.8K
50,650
-4%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$114.0K
35,691
-2%
增持
DOCU
DOCUSIGN INC
-$112.7K
6,873
+7%
清仓
—
BLACKROCK MUN INCOME TR
-$100.3K
0
-100%
增持
DSM
BNY MELLON STRATEGIC MUN BD
+$95.8K
72,032
+33%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
-$95.2K
153,625
+6%
减持
EOG
EOG RES INC
-$81.1K
5,675
-34%
增持
EXFY
EXPENSIFY INC
+$75.8K
2,522,566
+80%
增持
UNP
UNION PAC CORP
+$71.7K
3,746
+4%
增持
FIS
FIDELITY NATL INFORMATION SV
-$67.1K
5,177
+11%
减持
EFX
EQUIFAX INC
-$62.9K
1,516
-2%
增持
AVB
AVALONBAY CMNTYS INC
-$62.1K
4,488
+2%
减持
ASPN
ASPEN AEROGELS INC
+$53.3K
450,000
-14%
增持
TYL
TYLER TECHNOLOGIES INC
-$49.2K
933
+15%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$49.0K
377,558
+2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$47.7K
1,321
-1%
减持
KHC
KRAFT HEINZ CO
-$47.5K
26,145
-0%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$45.7K
133,250
+2%
增持
DHI
D R HORTON INC
-$43.4K
8,381
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$42.8K
18,287
-15%
减持
SYK
STRYKER CORPORATION
-$41.5K
1,259
-3%
增持
STWD
STARWOOD PPTY TR INC
-$25.9K
46,258
+1%
