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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 80 项
建仓 18
增持 25
减持 11
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
PEGA
PEGASYSTEMS INC
-$12.8M
0
-100%
清仓
SMTC
SEMTECH CORP
-$12.3M
0
-100%
减持
HAPN
LENDINGCLUB CORP
-$8.6M
110,000
-82%
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
SEZL
SEZZLE INC
-$8.2M
514,956
+404%
清仓
—
FIVERR INTL LTD
-$8.1M
0
-100%
减持
RSI
RUSH STREET INTERACTIVE INC
-$7.5M
417,808
-52%
清仓
VRNS
VARONIS SYS INC
-$7.5M
0
-100%
清仓
—
VIMEO INC
-$7.3M
0
-100%
减持
MOD
MODINE MFG CO
-$6.9M
56,762
-42%
建仓
AFRM
AFFIRM HLDGS INC
+$6.3M
140,000
减持
—
CELLEBRITE DI LTD
-$6.1M
37,671
-88%
建仓
QTWO
Q2 HLDGS INC
+$6.0M
75,400
增持
EVER
EVERQUOTE INC
+$6.0M
395,143
+82%
清仓
BLND
BLEND LABS INC
-$5.9M
0
-100%
清仓
—
FABRINET
-$5.4M
0
-100%
增持
—
GENIUS SPORTS LIMITED
+$5.3M
1,097,905
+66%
清仓
—
WIX COM LTD
-$5.3M
0
-100%
增持
CALX
CALIX INC
+$5.1M
253,994
+125%
增持
OPRA
OPERA LTD
+$4.7M
1,053,314
+65%
增持
PRCH
PORCH GROUP INC
+$4.2M
957,622
+71%
减持
LIF
LIFE360 INC
-$4.2M
85,237
-53%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$3.8M
62,247
-20%
增持
ALAB
ASTERA LABS INC
+$3.7M
113,495
+395%
减持
—
KORNIT DIGITAL LTD
-$3.7M
53,700
-65%
减持
TTMI
TTM TECHNOLOGIES INC
-$3.4M
150,000
-42%
清仓
FIVN
FIVE9 INC
-$3.3M
0
-100%
增持
LYTS
LSI INDS INC OHIO
+$3.1M
649,901
+60%
建仓
—
ODDITY TECH LTD
+$3.1M
72,025
建仓
GSHD
GOOSEHEAD INS INC
+$3.0M
25,400
建仓
—
NEXXEN INTL LTD
+$2.9M
351,307
增持
RDDT
REDDIT INC
-$2.8M
56,601
+5%
清仓
FLYW
FLYWIRE CORPORATION
-$2.8M
0
-100%
清仓
S
SENTINELONE INC
-$2.5M
0
-100%
建仓
RBRK
RUBRIK INC.
+$2.5M
41,500
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$2.4M
91,744
增持
TREE
LENDINGTREE INC NEW
+$2.4M
180,767
+4%
清仓
WK
WORKIVA INC
-$2.3M
0
-100%
清仓
CRTO
CRITEO S A
-$2.2M
0
-100%
清仓
COMP
COMPASS INC
-$2.2M
0
-100%
建仓
SLQT
SELECTQUOTE INC
+$2.2M
644,137
清仓
—
MATTERPORT INC
-$2.1M
0
-100%
建仓
LQDT
LIQUIDITY SVCS INC
+$2.1M
67,984
建仓
SAIL
SAILPOINT INC
+$2.1M
111,375
建仓
CRSR
CORSAIR GAMING INC
+$1.9M
219,812
清仓
FEIM
FREQUENCY ELECTRS INC
-$1.9M
0
-100%
清仓
GEOS
GEOSPACE TECHNOLOGIES CORP
-$1.9M
0
-100%
建仓
OKTA
OKTA INC
+$1.9M
18,000
减持
WULF
TERAWULF INC
-$1.9M
260,000
-43%
增持
STRL
STERLING INFRASTRUCTURE INC
-$1.9M
50,865
+12%
建仓
RELY
REMITLY GLOBAL INC
+$1.8M
85,000
增持
—
GAMBLING COM GROUP LIMITED
+$1.7M
1,054,884
+28%
清仓
—
SEMLER SCIENTIFIC INC
-$1.7M
0
-100%
减持
CMRC
BIGCOMMERCE HLDGS INC
-$1.5M
63,900
-79%
增持
QNST
QUINSTREET INC
-$1.5M
321,410
+3%
建仓
IMAX
IMAX CORP
+$1.4M
55,000
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$1.4M
200,000
清仓
UI
UBIQUITI INC
-$1.3M
0
-100%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$1.3M
0
-100%
增持
GHM
GRAHAM CORP
-$1.2M
170,852
+23%
清仓
AEHR
AEHR TEST SYS
-$1.2M
0
-100%
清仓
VERX
VERTEX INC
-$1.2M
0
-100%
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$1.1M
359,216
+14%
减持
MPTI
M-TRON INDS INC
-$922.7K
29,454
-36%
清仓
ATRC
ATRICURE INC
-$907.4K
0
-100%
建仓
—
IBEX LTD
+$831.5K
34,149
增持
DAVE
DAVE INC
-$773.7K
266,392
+2%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$720.1K
46,011
增持
KVYO
KLAVIYO INC
-$653.2K
80,666
+8%
清仓
OPRX
OPTIMIZERX CORP
-$647.2K
0
-100%
清仓
WEAV
WEAVE COMMUNICATIONS INC
-$626.6K
0
-100%
增持
—
CYBERARK SOFTWARE LTD
+$623.2K
22,578
+7%
增持
AIP
ARTERIS INC
-$572.6K
322,159
+17%
建仓
GOCOQ
GOHEALTH INC
+$421.6K
34,360
增持
REAL
THE REALREAL INC
+$417.0K
580,000
+134%
增持
—
CAMTEK LTD
-$388.0K
149,407
+32%
增持
PACK
RANPAK HOLDINGS CORP
-$330.2K
3,836,706
+25%
增持
LINC
LINCOLN EDL SVCS CORP
+$287.8K
135,670
+15%
增持
CLS
CELESTICA INC
-$209.0K
216,799
+16%
清仓
GPGI
COMPOSECURE INC
-$160.6K
0
-100%
增持
REAX
THE REAL BROKERAGE INC
-$130.3K
1,678,855
+11%
