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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 91 项
建仓 19
增持 23
减持 29
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
CLS
CELESTICA INC
+$21.5M
375,226
清仓
—
CELESTICA INC
-$17.1M
0
-100%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$9.7M
106,364
+381%
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。
增持
—
CYBERARK SOFTWARE LTD
+$8.8M
39,940
+393%
建仓
SEZL
SEZZLE INC
+$8.4M
95,609
减持
RAMP
LIVERAMP HLDGS INC
-$8.3M
70,293
-77%
减持
—
TABOOLA.COM LTD
-$7.0M
1,030,000
-57%
建仓
TTMI
TTM TECHNOLOGIES INC
+$6.7M
345,771
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$6.5M
166,847
+83%
增持
—
MONEYLION INC
+$6.4M
173,304
+95%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$6.4M
54,000
增持
QTWO
Q2 HLDGS INC
+$6.2M
141,349
+214%
减持
—
GAMBLING COM GROUP LIMITED
-$5.7M
812,200
-40%
减持
AVNW
AVIAT NETWORKS INC
-$5.6M
120,000
-49%
增持
RSI
RUSH STREET INTERACTIVE INC
+$5.6M
1,000,000
+63%
建仓
REAX
THE REAL BROKERAGE INC
+$5.6M
1,369,623
减持
—
COGNYTE SOFTWARE LTD
-$5.5M
312,272
-67%
建仓
IESC
IES HLDGS INC
+$5.4M
38,599
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$4.7M
1,099,898
-35%
减持
TALK
TALKSPACE INC
-$4.5M
2,000,000
-22%
清仓
—
JFROG LTD
-$4.5M
0
-100%
增持
MOD
MODINE MFG CO
+$4.5M
126,075
+47%
减持
WEAV
WEAVE COMMUNICATIONS INC
-$4.3M
105,000
-77%
减持
—
COUCHBASE INC
-$4.2M
263,000
-23%
增持
—
SUPER MICRO COMPUTER INC
+$4.0M
19,135
+65%
建仓
VECO
VEECO INSTRS INC DEL
+$3.6M
76,342
建仓
RDDT
REDDIT INC
+$3.4M
52,900
建仓
STRA
STRATEGIC ED INC
+$3.3M
30,000
减持
PACK
RANPAK HOLDINGS CORP
-$3.2M
1,613,233
-7%
增持
VRNS
VARONIS SYS INC
+$3.1M
203,240
+43%
减持
DSP
VIANT TECHNOLOGY INC
-$2.8M
335,886
-41%
减持
—
WIX COM LTD
-$2.7M
63,457
-32%
减持
TREE
LENDINGTREE INC NEW
-$2.7M
161,052
-27%
减持
ORN
ORION GROUP HLDGS INC
-$2.6M
82,845
-80%
清仓
DUOL
DUOLINGO INC
-$2.5M
0
-100%
建仓
CLFD
CLEARFIELD INC
+$2.5M
65,512
减持
—
CIMPRESS PLC
-$2.4M
55,000
-33%
减持
FIVN
FIVE9 INC
-$2.4M
52,300
-32%
建仓
HIMS
HIMS & HERS HEALTH INC
+$2.4M
120,000
清仓
ITRI
ITRON INC
-$2.4M
0
-100%
建仓
—
CELLEBRITE DI LTD
+$2.4M
200,000
清仓
IIIV
I3 VERTICALS INC
-$2.3M
0
-100%
减持
CVLT
COMMVAULT SYS INC
-$2.2M
73,913
-33%
减持
—
SEMRUSH HLDGS INC
-$2.2M
483,536
-26%
建仓
CGNX
COGNEX CORP
+$2.1M
45,531
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$2.1M
0
-100%
清仓
GVA
GRANITE CONSTR INC
-$2.0M
0
-100%
增持
STIM
NEURONETICS INC
-$1.9M
681,461
+4%
清仓
—
GENIUS SPORTS LIMITED
-$1.9M
0
-100%
增持
—
AUGMEDIX INC
-$1.9M
820,000
+30%
减持
—
PROS HOLDINGS INC
-$1.8M
223,000
-1%
减持
BWMN
BOWMAN CONSULTING GROUP LTD
-$1.8M
90,377
-32%
建仓
MGNI
MAGNITE INC
+$1.8M
133,533
清仓
AAOI
APPLIED OPTOELECTRONICS INC
-$1.7M
0
-100%
清仓
—
FARO TECHNOLOGIES INC
-$1.7M
0
-100%
清仓
ARLO
ARLO TECHNOLOGIES INC
-$1.7M
0
-100%
减持
—
CAMTEK LTD
+$1.7M
139,500
-26%
减持
—
INFORMATICA INC
-$1.6M
233,363
-8%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP
-$1.6M
442,712
+5%
清仓
AVPT
AVEPOINT INC
-$1.6M
0
-100%
清仓
GRPN
GROUPON INC
-$1.5M
0
-100%
清仓
RMBS
RAMBUS INC DEL
-$1.5M
0
-100%
减持
EVER
EVERQUOTE INC
-$1.5M
78,518
-54%
清仓
INGN
INOGEN INC
-$1.5M
0
-100%
增持
VERX
VERTEX INC
+$1.5M
238,450
+7%
减持
—
MATTERPORT INC
+$1.5M
793,500
-13%
建仓
—
DIGIMARC CORP NEW
+$1.5M
47,898
减持
RPAY
REPAY HLDGS CORP
-$1.2M
879,047
-8%
建仓
WBTN
WEBTOON ENTMT INC
+$1.1M
50,000
增持
GHM
GRAHAM CORP
+$1.1M
95,978
+60%
减持
PI
IMPINJ INC
+$1.0M
50,900
-6%
清仓
—
WALKME LTD
-$1.0M
0
-100%
增持
—
KORNIT DIGITAL LTD
+$1.0M
152,405
+129%
建仓
UTI
UNIVERSAL TECHNICAL INST INC
+$943.8K
60,000
减持
ASPN
ASPEN AEROGELS INC
+$870.7K
198,917
-10%
增持
SOUN
SOUNDHOUND AI INC
+$793.3K
312,659
+317%
减持
BLND
BLEND LABS INC
-$785.5K
700,000
-7%
清仓
OSCR
OSCAR HEALTH INC
-$743.5K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$649.2K
9,466
+39%
清仓
MKFG
MARKFORGED HOLDING CORPORATI
-$631.2K
0
-100%
增持
OPRX
OPTIMIZERX CORP
-$609.9K
392,245
+5%
建仓
IBTA
IBOTTA INC
+$522.1K
6,947
建仓
LINC
LINCOLN EDL SVCS CORP
+$465.5K
39,246
增持
DAVE
DAVE INC
+$315.3K
120,647
+34%
清仓
LDI
LOANDEPOT INC
-$290.3K
0
-100%
减持
CALX
CALIX INC
-$269.6K
105,826
-13%
增持
OPRA
OPERA LTD
+$245.9K
521,686
+17%
清仓
—
PAGAYA TECHNOLOGIES LTD
-$231.5K
0
-100%
增持
LFMD
LIFEMD INC
+$158.4K
305,000
+62%
增持
MTRX
MATRIX SVC CO
+$57.8K
211,954
+35%
增持
LYTS
LSI INDS INC OHIO
-$54.0K
435,135
+4%
