小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 76 项
建仓 19
增持 20
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
—
TOWER SEMICONDUCTOR LTD
+$16.0M
289,929
+152%
减持
—
GAMBLING COM GROUP LIMITED
-$14.6M
829,428
-54%
增持
—
PAGAYA TECHNOLOGIES LTD
+$13.9M
650,969
+157%
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。
清仓
—
CYBERARK SOFTWARE LTD
-$11.2M
0
-100%
减持
LIF
LIFE360 INC
-$10.4M
49,715
-79%
建仓
AEIS
ADVANCED ENERGY INDS
+$9.5M
56,044
增持
HIPO
HIPPO HLDGS INC
+$9.5M
308,750
+415%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$9.4M
1,243,581
增持
—
JFROG LTD
+$9.2M
279,417
+208%
减持
CLFD
CLEARFIELD INC
-$9.2M
25,000
-89%
增持
HNGE
HINGE HEALTH INC
+$8.5M
188,515
+1157%
增持
TPB
TURNING PT BRANDS INC
+$8.3M
111,000
+214%
增持
ARLO
ARLO TECHNOLOGIES INC
+$7.8M
588,311
+353%
减持
ALAB
ASTERA LABS INC
-$7.2M
24,833
-81%
减持
ROOT
ROOT INC
-$7.1M
6,800
-89%
清仓
MNTN
MNTN INC
-$7.0M
0
-100%
减持
CLS
CELESTICA INC
-$7.0M
61,300
-57%
增持
CECO
CECO ENVIRONMENTAL CORP
+$6.7M
196,405
+64%
建仓
VIAV
VIAVI SOLUTIONS INC
+$5.7M
446,700
建仓
—
AMBARELLA INC
+$5.4M
66,000
减持
PRCH
PORCH GROUP INC
+$5.4M
1,184,270
-4%
减持
PACK
RANPAK HOLDINGS CORP
+$5.4M
3,914,762
-16%
增持
SEZL
SEZZLE INC
-$5.4M
275,270
+81%
清仓
RELY
REMITLY GLOBAL INC
-$5.1M
0
-100%
增持
SITM
SITIME CORP
+$4.7M
49,182
+3%
清仓
RSI
RUSH STREET INTERACTIVE INC
-$4.7M
0
-100%
建仓
WLDN
WILLDAN GROUP INC
+$4.5M
46,196
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$4.4M
0
-100%
减持
GHM
GRAHAM CORP
-$4.4M
60,000
-61%
减持
—
ODDITY TECH LTD
-$4.4M
98,600
-29%
清仓
UPST
UPSTART HLDGS INC
-$4.4M
0
-100%
建仓
MAX
MEDIAALPHA INC
+$4.3M
375,473
建仓
GLXY
GALAXY DIGITAL INC.
+$3.9M
116,500
减持
STRL
STERLING INFRASTRUCTURE INC
-$3.9M
22,600
-55%
建仓
OPRX
OPTIMIZERX CORP
+$3.7M
179,736
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$3.3M
0
-100%
建仓
TDUP
THREDUP INC
+$3.3M
349,352
减持
MOD
MODINE MFG CO
-$3.2M
37,410
-57%
建仓
AIR
AAR CORP
+$3.0M
34,000
减持
DV
DOUBLEVERIFY HLDGS INC
-$3.0M
500,000
-17%
增持
—
GENIUS SPORTS LIMITED
+$2.9M
905,800
+13%
建仓
DOCS
DOXIMITY INC
+$2.8M
38,000
清仓
—
NEXXEN INTL LTD
-$2.7M
0
-100%
增持
CHYM
CHIME FINL INC
+$2.7M
227,019
+315%
建仓
COUR
COURSERA INC
+$2.7M
227,535
增持
APPS
DIGITAL TURBINE INC
+$2.7M
1,718,672
+22%
增持
NPKI
NPK INTERNATIONAL INC
+$2.3M
285,200
+159%
减持
TTMI
TTM TECHNOLOGIES INC
-$2.3M
91,792
-50%
增持
DAVE
DAVE INC
-$2.2M
146,121
+25%
建仓
—
TAT TECHNOLOGIES LTD
+$2.1M
48,700
减持
TRVG
TRIVAGO N V
-$1.9M
25,840
-95%
增持
AMPL
AMPLITUDE INC
+$1.9M
478,086
+83%
建仓
—
CELLEBRITE DI LTD
+$1.9M
100,000
减持
CALX
CALIX INC
-$1.6M
240,000
-22%
清仓
PAHC
PHIBRO ANIMAL HEALTH CORP
-$1.4M
0
-100%
增持
AIP
ARTERIS INC
+$1.4M
413,508
+42%
建仓
NCNO
NCINO INC
+$1.4M
50,000
减持
MPTI
M-TRON INDS INC
-$1.3M
15,000
-71%
减持
EVER
EVERQUOTE INC
-$1.3M
282,316
-12%
减持
—
COGNYTE SOFTWARE LTD
-$1.1M
162,500
-39%
建仓
EXOD
EXODUS MOVEMENT INC
+$1.0M
37,508
增持
SLAB
SILICON LABORATORIES INC
+$1.0M
28,100
+55%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$1.0M
73,000
+4%
清仓
QTWO
Q2 HLDGS INC
-$992.1K
0
-100%
建仓
CURI
CURIOSITYSTREAM INC
+$939.2K
177,200
减持
CRCL
CIRCLE INTERNET GROUP INC
-$922.9K
10,000
-19%
减持
REAX
THE REAL BROKERAGE INC
-$805.6K
794,829
-13%
增持
AFRM
AFFIRM HLDGS INC
+$760.8K
120,459
+4%
减持
TREE
LENDINGTREE INC NEW
+$741.7K
186,456
-39%
减持
—
ALLOT LTD
+$635.4K
1,399,861
-16%
减持
LYTS
LSI INDS INC OHIO
+$601.0K
356,000
-22%
减持
—
CAMTEK LTD
-$417.4K
24,940
-31%
建仓
HUT
HUT 8 CORP
+$348.1K
10,000
建仓
—
CARDLYTICS INC
+$311.4K
128,132
清仓
SLQT
SELECTQUOTE INC
-$305.7K
0
-100%
减持
OPRA
OPERA LTD
+$79.8K
644,855
-8%
