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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 80 项
建仓 26
增持 16
减持 18
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
ALLOT LTD
+$14.2M
1,657,913
增持
LIF
LIFE360 INC
+$12.5M
241,129
+183%
建仓
SITM
SITIME CORP
+$10.1M
47,600
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
CLFD
CLEARFIELD INC
+$10.0M
230,869
减持
SEZL
SEZZLE INC
+$9.3M
151,980
-70%
减持
DAVE
DAVE INC
+$9.3M
116,576
-56%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$9.0M
602,000
建仓
APPS
DIGITAL TURBINE INC
+$8.3M
1,413,800
增持
—
GAMBLING COM GROUP LIMITED
+$8.1M
1,802,443
+71%
建仓
ROOT
ROOT INC
+$7.7M
59,900
增持
PRCH
PORCH GROUP INC
+$7.5M
1,229,183
+28%
增持
—
ODDITY TECH LTD
+$7.4M
139,320
+93%
增持
CALX
CALIX INC
+$7.3M
306,622
+21%
建仓
MNTN
MNTN INC
+$7.0M
319,883
清仓
RDDT
REDDIT INC
-$5.9M
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
+$5.8M
50,165
-1%
清仓
QNST
QUINSTREET INC
-$5.7M
0
-100%
减持
—
CAMTEK LTD
-$5.7M
35,919
-76%
建仓
—
PAGAYA TECHNOLOGIES LTD
+$5.4M
253,437
增持
ALAB
ASTERA LABS INC
+$5.3M
133,699
+18%
减持
QTWO
Q2 HLDGS INC
-$5.0M
10,601
-86%
减持
CLS
CELESTICA INC
+$5.0M
141,500
-35%
建仓
—
TOWER SEMICONDUCTOR LTD
+$5.0M
115,000
增持
TTMI
TTM TECHNOLOGIES INC
+$4.5M
185,000
+23%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$4.4M
130,000
建仓
UPST
UPSTART HLDGS INC
+$4.4M
67,500
增持
MOD
MODINE MFG CO
+$4.2M
86,762
+53%
增持
PACK
RANPAK HOLDINGS CORP
-$4.2M
4,660,451
+21%
建仓
—
JFROG LTD
+$4.0M
90,826
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$3.8M
70,417
+13%
增持
—
CYBERARK SOFTWARE LTD
+$3.6M
27,578
+22%
减持
OPRA
OPERA LTD
-$3.6M
700,000
-34%
建仓
CECO
CECO ENVIRONMENTAL CORP
+$3.4M
120,000
增持
RELY
REMITLY GLOBAL INC
+$3.3M
270,317
+218%
建仓
AMPL
AMPLITUDE INC
+$3.2M
261,800
减持
LYTS
LSI INDS INC OHIO
-$3.2M
458,800
-29%
清仓
REAL
THE REALREAL INC
-$3.1M
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$3.0M
0
-100%
减持
GHM
GRAHAM CORP
+$2.8M
155,132
-9%
减持
REAX
THE REAL BROKERAGE INC
-$2.7M
915,300
-45%
建仓
TPB
TURNING PT BRANDS INC
+$2.7M
35,347
减持
—
GENIUS SPORTS LIMITED
-$2.7M
800,000
-27%
建仓
SLAB
SILICON LABORATORIES INC
+$2.7M
18,100
减持
EVER
EVERQUOTE INC
-$2.6M
320,000
-19%
清仓
RBRK
RUBRIK INC.
-$2.5M
0
-100%
建仓
—
COGNYTE SOFTWARE LTD
+$2.5M
266,262
清仓
KVYO
KLAVIYO INC
-$2.4M
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$2.2M
12,404
增持
TREE
LENDINGTREE INC NEW
+$2.2M
305,573
+69%
建仓
ARLO
ARLO TECHNOLOGIES INC
+$2.2M
130,000
清仓
LINC
LINCOLN EDL SVCS CORP
-$2.2M
0
-100%
清仓
LQDT
LIQUIDITY SVCS INC
-$2.1M
0
-100%
清仓
SAIL
SAILPOINT INC
-$2.1M
0
-100%
建仓
TRVG
TRIVAGO N V
+$2.0M
526,678
清仓
CRSR
CORSAIR GAMING INC
-$1.9M
0
-100%
清仓
OKTA
OKTA INC
-$1.9M
0
-100%
建仓
CHYM
CHIME FINL INC
+$1.9M
54,651
减持
SLQT
SELECTQUOTE INC
-$1.8M
128,426
-80%
减持
AFRM
AFFIRM HLDGS INC
+$1.7M
116,319
-17%
建仓
HIPO
HIPPO HLDGS INC
+$1.7M
59,900
清仓
IMAX
IMAX CORP
-$1.4M
0
-100%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$1.4M
0
-100%
建仓
PAHC
PHIBRO ANIMAL HEALTH CORP
+$1.4M
55,000
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$1.3M
235,000
-35%
清仓
HAPN
LENDINGCLUB CORP
-$1.1M
0
-100%
建仓
NPKI
NPK INTERNATIONAL INC
+$937.8K
110,200
增持
ALKT
ALKAMI TECHNOLOGY INC
+$907.1K
110,000
+20%
增持
MPTI
M-TRON INDS INC
+$844.2K
51,336
+74%
清仓
—
IBEX LTD
-$831.5K
0
-100%
建仓
HNGE
HINGE HEALTH INC
+$776.3K
15,000
清仓
—
CELLEBRITE DI LTD
-$731.9K
0
-100%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$720.1K
0
-100%
清仓
WULF
TERAWULF INC
-$709.8K
0
-100%
减持
AIP
ARTERIS INC
+$556.5K
291,980
-9%
清仓
GOCOQ
GOHEALTH INC
-$421.6K
0
-100%
清仓
CMRC
BIGCOMMERCE HLDGS INC
-$368.1K
0
-100%
减持
—
NEXXEN INTL LTD
-$226.8K
260,000
-26%
减持
RSI
RUSH STREET INTERACTIVE INC
+$184.8K
313,000
-25%
增持
—
KORNIT DIGITAL LTD
+$144.1K
58,700
+9%
建仓
—
M-TRON INDS INC
+$30.5K
29,454
