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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
$370.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 103 项
建仓 27
增持 15
减持 30
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
CVLT
COMMVAULT SYS INC
+$11.2M
110,506
建仓
AVNW
AVIAT NETWORKS INC
+$9.1M
236,915
建仓
—
COUCHBASE INC
+$9.0M
341,847
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。
建仓
—
INFORMATICA INC
+$8.9M
253,000
减持
VRNS
VARONIS SYS INC
-$7.4M
142,000
-54%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$7.0M
91,155
建仓
PI
IMPINJ INC
+$7.0M
54,130
清仓
SPT
SPROUT SOCIAL INC
-$6.7M
0
-100%
建仓
—
MONEYLION INC
+$6.3M
88,668
增持
—
CAMTEK LTD
+$5.9M
188,798
+32%
增持
OPRA
OPERA LTD
+$5.6M
447,727
+291%
清仓
—
ROVER GROUP INC
-$5.2M
0
-100%
增持
—
WIX COM LTD
+$4.9M
93,405
+44%
建仓
—
JFROG LTD
+$4.5M
102,220
减持
AXON
AXON ENTERPRISE INC
-$4.4M
6,827
-73%
减持
—
CELESTICA INC
+$4.3M
380,791
-13%
减持
ARLO
ARLO TECHNOLOGIES INC
-$4.2M
135,000
-78%
减持
DUOL
DUOLINGO INC
-$4.1M
11,500
-61%
清仓
BAND
BANDWIDTH INC
-$4.1M
0
-100%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$4.0M
612,000
建仓
ASPN
ASPEN AEROGELS INC
+$3.9M
220,084
清仓
EHTH
EHEALTH INC
-$3.9M
0
-100%
减持
LFMD
LIFEMD INC
-$3.8M
188,119
-73%
清仓
SLQT
SELECTQUOTE INC
-$3.5M
0
-100%
建仓
DAVE
DAVE INC
+$3.3M
89,938
清仓
—
UDEMY INC
-$3.3M
0
-100%
增持
RPAY
REPAY HLDGS CORP
+$3.2M
951,564
+11%
建仓
EVER
EVERQUOTE INC
+$3.2M
170,139
增持
DSP
VIANT TECHNOLOGY INC
+$3.1M
570,592
+32%
增持
STIM
NEURONETICS INC
+$2.9M
657,233
+797%
清仓
XMTR
XOMETRY INC
-$2.9M
0
-100%
减持
PACK
RANPAK HOLDINGS CORP
+$2.7M
1,727,171
-7%
清仓
NRDY
NERDY INC
-$2.7M
0
-100%
清仓
NRDS
NERDWALLET INC
-$2.5M
0
-100%
建仓
ITRI
ITRON INC
+$2.4M
26,000
清仓
DOCS
DOXIMITY INC
-$2.4M
0
-100%
建仓
QTWO
Q2 HLDGS INC
+$2.4M
45,000
增持
RAMP
LIVERAMP HLDGS INC
+$2.3M
304,100
+41%
建仓
IIIV
I3 VERTICALS INC
+$2.3M
100,000
清仓
GSHD
GOOSEHEAD INS INC
-$2.3M
0
-100%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$2.2M
0
-100%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$2.2M
0
-100%
减持
OPRX
OPTIMIZERX CORP
-$2.2M
373,034
-20%
清仓
VSTS
VESTIS CORPORATION
-$2.1M
0
-100%
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$2.1M
154,139
增持
BWMN
BOWMAN CONSULTING GROUP LTD
+$2.1M
133,872
+83%
减持
CALX
CALIX INC
-$2.1M
121,201
-13%
建仓
MTRX
MATRIX SVC CO
+$2.0M
157,088
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$2.0M
1,695,000
-16%
减持
—
SEMRUSH HLDGS INC
-$1.9M
652,500
-16%
清仓
—
NVENT ELECTRIC PLC
-$1.9M
0
-100%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$1.9M
0
-100%
减持
TALK
TALKSPACE INC
+$1.8M
2,555,665
-11%
清仓
HAPN
LENDINGCLUB CORP
-$1.8M
0
-100%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$1.7M
126,000
减持
—
FARO TECHNOLOGIES INC
-$1.7M
80,000
-47%
清仓
LPRO
OPEN LENDING CORP
-$1.7M
0
-100%
减持
—
MATTERPORT INC
-$1.7M
910,000
-35%
建仓
GHM
GRAHAM CORP
+$1.6M
60,139
建仓
AVPT
AVEPOINT INC
+$1.6M
200,000
建仓
GRPN
GROUPON INC
+$1.5M
116,030
建仓
RMBS
RAMBUS INC DEL
+$1.5M
25,000
清仓
—
CONFLUENT INC
-$1.5M
0
-100%
建仓
INGN
INOGEN INC
+$1.5M
187,200
增持
BLND
BLEND LABS INC
+$1.5M
750,000
+100%
清仓
—
RADCOM LTD
-$1.5M
0
-100%
清仓
—
TREMOR INTL LTD
-$1.4M
0
-100%
增持
—
PROS HOLDINGS INC
+$1.4M
225,469
+29%
减持
TREE
LENDINGTREE INC NEW
+$1.4M
220,845
-16%
清仓
RELY
REMITLY GLOBAL INC
-$1.3M
0
-100%
增持
FIVN
FIVE9 INC
-$1.1M
76,500
+2%
清仓
ZG
ZILLOW GROUP INC
-$1.1M
0
-100%
清仓
AEHR
AEHR TEST SYS
-$1.1M
0
-100%
减持
ORN
ORION GROUP HLDGS INC
+$1.0M
417,600
-13%
建仓
—
WALKME LTD
+$1.0M
119,170
清仓
INOD
INNODATA INC
-$1.0M
0
-100%
清仓
RMAX
RE MAX HLDGS INC
-$999.8K
0
-100%
增持
—
AUGMEDIX INC
-$937.9K
628,886
+5%
增持
—
GAMBLING COM GROUP LIMITED
+$924.7K
1,354,508
+15%
减持
—
COGNYTE SOFTWARE LTD
-$849.2K
959,519
-30%
减持
—
CYBERARK SOFTWARE LTD
-$834.5K
8,100
-41%
减持
MOD
MODINE MFG CO
-$831.6K
85,882
-43%
减持
—
TABOOLA.COM LTD
-$789.3K
2,375,964
-9%
减持
—
KORNIT DIGITAL LTD
-$759.1K
66,600
-35%
建仓
OSCR
OSCAR HEALTH INC
+$743.5K
50,000
减持
—
SUPER MICRO COMPUTER INC
-$637.1K
11,569
-73%
清仓
—
CHARGEPOINT HOLDINGS INC
-$585.0K
0
-100%
减持
WEAV
WEAVE COMMUNICATIONS INC
-$575.5K
458,300
-10%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$574.2K
0
-100%
清仓
PAY
PAYMENTUS HOLDINGS INC
-$563.7K
0
-100%
减持
LDI
LOANDEPOT INC
-$501.7K
112,100
-50%
建仓
SOUN
SOUNDHOUND AI INC
+$441.8K
75,000
减持
LYTS
LSI INDS INC OHIO
+$368.5K
420,000
-1%
清仓
—
NAYAX LTD
-$364.4K
0
-100%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP
+$268.3K
421,945
+3%
清仓
AREN
THE ARENA GROUP HOLDINGS INC
-$264.6K
0
-100%
减持
—
CIMPRESS PLC
-$242.0K
82,103
-12%
建仓
—
PAGAYA TECHNOLOGIES LTD
+$231.5K
22,923
减持
MKFG
MARKFORGED HOLDING CORPORATI
-$206.8K
755,000
-26%
减持
GVA
GRANITE CONSTR INC
-$168.8K
35,500
-18%
减持
VERX
VERTEX INC
+$128.8K
223,553
-14%
增持
—
GENIUS SPORTS LIMITED
-$87.7K
330,000
+3%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$84.0K
22,100
-7%
