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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 87 项
建仓 19
增持 15
减持 36
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
XMTR
XOMETRY INC
+$13.2M
221,679
减持
—
TOWER SEMICONDUCTOR LTD
-$12.3M
74,000
-74%
建仓
DY
DYCOM INDS INC
+$12.2M
36,200
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。
减持
OPRA
OPERA LTD
-$11.8M
109,849
-83%
减持
PRCH
PORCH GROUP INC
-$11.7M
899,000
-24%
清仓
TPB
TURNING PT BRANDS INC
-$11.0M
0
-100%
减持
SEZL
SEZZLE INC
-$10.3M
183,000
-34%
建仓
BRZE
BRAZE INC
+$10.0M
290,227
增持
VIAV
VIAVI SOLUTIONS INC
+$9.0M
825,000
+85%
减持
—
PAGAYA TECHNOLOGIES LTD
-$8.9M
500,000
-23%
减持
HIPO
HIPPO HLDGS INC
-$8.6M
85,860
-72%
减持
CECO
CECO ENVIRONMENTAL CORP
-$8.2M
30,450
-84%
减持
ARLO
ARLO TECHNOLOGIES INC
-$7.8M
155,000
-74%
增持
AEIS
ADVANCED ENERGY INDS
+$7.8M
82,759
+48%
建仓
PEGA
PEGASYSTEMS INC
+$7.5M
125,594
减持
TREE
LENDINGTREE INC NEW
-$7.2M
92,467
-50%
增持
ALAB
ASTERA LABS INC
+$6.6M
69,073
+178%
增持
MOD
MODINE MFG CO
+$6.2M
86,093
+130%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$6.0M
0
-100%
减持
—
GAMBLING COM GROUP LIMITED
-$5.5M
230,000
-72%
减持
EVER
EVERQUOTE INC
-$5.5M
37,000
-87%
减持
SITM
SITIME CORP
-$5.1M
27,488
-44%
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$5.0M
103,000
-56%
减持
—
JFROG LTD
-$4.8M
135,538
-51%
增持
CHYM
CHIME FINL INC
+$4.8M
370,846
+63%
减持
—
ALLOT LTD
-$4.6M
1,040,000
-26%
减持
—
GENIUS SPORTS LIMITED
-$4.6M
604,000
-33%
清仓
WLDN
WILLDAN GROUP INC
-$4.5M
0
-100%
建仓
DIBS
1STDIBS COM INC
+$4.1M
676,850
减持
APPS
DIGITAL TURBINE INC
-$4.0M
1,404,079
-18%
增持
—
CELLEBRITE DI LTD
+$4.0M
322,071
+222%
减持
PACK
RANPAK HOLDINGS CORP
-$3.9M
3,338,871
-15%
减持
—
ODDITY TECH LTD
-$3.9M
55,000
-44%
减持
AFRM
AFFIRM HLDGS INC
-$3.8M
66,892
-44%
建仓
—
IBEX LTD
+$3.8M
99,495
清仓
SLAB
SILICON LABORATORIES INC
-$3.7M
0
-100%
建仓
QTWO
Q2 HLDGS INC
+$3.5M
47,971
减持
—
AMBARELLA INC
-$3.1M
33,078
-50%
增持
TTMI
TTM TECHNOLOGIES INC
+$3.1M
121,508
+32%
建仓
VPG
VISHAY PRECISION GROUP INC
+$3.1M
80,379
减持
LIF
LIFE360 INC
-$3.1M
34,653
-30%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$2.9M
36,000
-51%
减持
LYTS
LSI INDS INC OHIO
-$2.8M
305,000
-14%
清仓
DOCS
DOXIMITY INC
-$2.8M
0
-100%
建仓
PAY
PAYMENTUS HOLDINGS INC
+$2.7M
85,100
清仓
COUR
COURSERA INC
-$2.7M
0
-100%
增持
HUT
HUT 8 CORP
+$2.6M
65,108
+551%
建仓
VISN
COMMSCOPE HLDG CO INC
+$2.6M
144,800
建仓
VVX
V2X INC
+$2.6M
48,000
建仓
FSLY
FASTLY INC
+$2.3M
229,900
减持
HNGE
HINGE HEALTH INC
-$2.3M
150,000
-20%
减持
REAX
THE REAL BROKERAGE INC
-$2.2M
300,000
-62%
建仓
FEIM
FREQUENCY ELECTRS INC
+$2.2M
41,000
建仓
INTA
INTAPP INC
+$2.2M
48,000
增持
MAX
MEDIAALPHA INC
+$2.2M
496,916
+32%
减持
AIP
ARTERIS INC
+$2.0M
400,109
-3%
减持
GHM
GRAHAM CORP
-$2.0M
20,414
-66%
减持
GLXY
GALAXY DIGITAL INC.
-$1.9M
92,900
-20%
减持
AMPL
AMPLITUDE INC
-$1.8M
284,481
-40%
减持
—
TAT TECHNOLOGIES LTD
-$1.7M
10,000
-79%
增持
AIR
AAR CORP
+$1.6M
56,000
+65%
建仓
—
ACCELERANT HOLDINGS
+$1.5M
93,341
建仓
AGYS
AGILYSYS INC
+$1.5M
12,342
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$1.4M
130,292
清仓
—
COGNYTE SOFTWARE LTD
-$1.4M
0
-100%
清仓
NCNO
NCINO INC
-$1.4M
0
-100%
清仓
CRCL
CIRCLE INTERNET GROUP INC
-$1.3M
0
-100%
减持
TDUP
THREDUP INC
-$1.1M
340,000
-3%
清仓
EXOD
EXODUS MOVEMENT INC
-$1.0M
0
-100%
增持
—
KORNIT DIGITAL LTD
+$978.0K
123,120
+110%
清仓
CURI
CURIOSITYSTREAM INC
-$939.2K
0
-100%
增持
CALX
CALIX INC
-$914.1K
261,000
+9%
清仓
CLFD
CLEARFIELD INC
-$859.5K
0
-100%
清仓
MPTI
M-TRON INDS INC
-$832.2K
0
-100%
减持
NPKI
NPK INTERNATIONAL INC
-$712.6K
210,823
-26%
建仓
LAW
CS DISCO INC
+$659.7K
85,013
清仓
ROOT
ROOT INC
-$608.7K
0
-100%
建仓
HAPN
LENDINGCLUB CORP
+$473.5K
25,000
增持
STRL
STERLING INFRASTRUCTURE INC
+$436.2K
26,493
+17%
增持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$420.2K
1,370,000
+10%
减持
CLS
CELESTICA INC
-$366.9K
49,850
-19%
清仓
—
CARDLYTICS INC
-$311.4K
0
-100%
减持
DAVE
DAVE INC
+$244.8K
132,668
-9%
减持
—
CAMTEK LTD
-$135.5K
23,362
-6%
增持
OPRX
OPTIMIZERX CORP
+$116.0K
310,000
+72%
清仓
TRVG
TRIVAGO N V
-$86.2K
0
-100%
清仓
—
M-TRON INDS INC
-$51.5K
0
-100%
