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G2 Investment Partners Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

G2 Investment Partners Management LLC

报告期 2026-03-31 · CIK 0001593404

持仓数

71

前50大市值合计

$370.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DAVE DAVE INC

CLASS A COM NEW

$20.9M

119,840

5.6%

VIAV VIAVI SOLUTIONS INC

COM

$19.1M

573,988

5.2%

AEIS ADVANCED ENERGY INDS

COM

$18.9M

58,428

5.1%

DY DYCOM INDS INC

COM

$15.5M

45,835

4.2%

MOD MODINE MFG CO

COM

$15.1M

69,800

4.1%

XMTR XOMETRY INC

CLASS A COM

$14.9M

365,914

4.0%

TTMI TTM TECHNOLOGIES INC

COM

$12.3M

126,008

3.3%

UCTT ULTRA CLEAN HLDGS INC

COM

$11.3M

180,941

3.0%

SEZL SEZZLE INC

COM

$10.6M

167,437

2.9%

STRL STERLING INFRASTRUCTURE INC

COM

$10.4M

25,658

2.8%

— TOWER SEMICONDUCTOR LTD

SHS NEW

$10.3M

58,787

2.8%

AIP ARTERIS INC

COM

$10.2M

623,003

2.8%

NOVT NOVANTA INC

COM

$10.2M

85,950

2.7%

PACK RANPAK HOLDINGS CORP

COM CL A

$10.1M

2,820,285

2.7%

CLS CELESTICA INC

COM

$9.7M

34,367

2.6%

VVX V2X INC

COM

$8.9M

129,863

2.4%

FSLY FASTLY INC

CL A

$8.4M

289,568

2.3%

VPG VISHAY PRECISION GROUP INC

COM

$8.1M

186,921

2.2%

LYTS LSI INDS INC OHIO

COM

$8.0M

430,185

2.2%

CALX CALIX INC

COM

$7.9M

160,542

2.1%

TREE LENDINGTREE INC

COM

$7.5M

175,339

2.0%

MTSI MACOM TECH SOLUTIONS HLDGS I

COM

$7.3M

32,994

2.0%

MITK MITEK SYS INC

COM NEW

$6.7M

499,000

1.8%

ALGM ALLEGRO MICROSYSTEMS INC

COM

$6.6M

208,569

1.8%

AIR AAR CORP

COM

$6.5M

59,475

1.8%

— IBEX LTD

SHS NEW

$5.6M

209,516

1.5%

PTRN PATTERN GROUP INC

COM SER A

$5.6M

449,230

1.5%

SITM SITIME CORP

COM

$5.3M

15,451

1.4%

— ACCELERANT HOLDINGS

CL A

$5.0M

372,811

1.3%

FEIM FREQUENCY ELECTRS INC

COM

$5.0M

112,289

1.3%

CHYM CHIME FINL INC

COM SHS CL A

$4.9M

260,000

1.3%

— ALLOT LTD

SHS

$4.6M

697,100

1.3%

RNG RINGCENTRAL INC

CL A

$4.5M

119,744

1.2%

WULF TERAWULF INC

COM

$4.2M

289,342

1.1%

ARLO ARLO TECHNOLOGIES INC

COM

$4.0M

282,073

1.1%

CDNL CARDINAL INFRASTRUCTURE GROU

CL A

$3.9M

98,023

1.0%

EVLV EVOLV TECHNOLOGIES HLDNGS IN

COM CL A

$3.8M

623,700

1.0%

NET CLOUDFLARE INC

CL A COM

$3.6M

17,263

1.0%

SMTC SEMTECH CORP

COM

$3.5M

44,898

0.9%

REAL THE REALREAL INC

COM

$3.3M

362,525

0.9%

ROC RANK ONE COMPUTING CORP

COM SHS

$3.1M

449,421

0.8%

RELY REMITLY GLOBAL INC

COM

$3.1M

199,398

0.8%

LGN LEGENCE CORP

CL A

$3.1M

54,866

0.8%

— JFROG LTD

ORD SHS

$3.1M

65,295

0.8%

DSP VIANT TECHNOLOGY INC

COM CL A

$2.9M

256,183

0.8%

KN KNOWLES CORP

COM

$2.8M

110,725

0.8%

ALNT ALLIENT INC

COM

$2.7M

46,377

0.7%

HUT HUT 8 CORP

COM

$2.7M

58,000

0.7%

VSH VISHAY INTERTECHNOLOGY INC

COM

$2.6M

146,703

0.7%

PRCH PORCH GROUP INC

COM

$2.6M

360,255

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

DAVE5.6%VIAV5.2%AEIS5.1%DY4.2%MOD4.1%XMTR4.0%