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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 99 项
建仓 29
增持 14
减持 28
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$11.3M
180,941
清仓
—
PAGAYA TECHNOLOGIES LTD
-$10.4M
0
-100%
建仓
NOVT
NOVANTA INC
+$10.2M
85,950
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
BRZE
BRAZE INC
-$10.0M
0
-100%
减持
ALAB
ASTERA LABS INC
-$9.1M
21,514
-69%
减持
DAVE
DAVE INC
-$8.5M
119,840
-10%
减持
PACK
RANPAK HOLDINGS CORP
-$8.0M
2,820,285
-16%
清仓
PEGA
PEGASYSTEMS INC
-$7.5M
0
-100%
清仓
HNGE
HINGE HEALTH INC
-$7.0M
0
-100%
建仓
MITK
MITEK SYS INC
+$6.7M
499,000
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$6.6M
208,569
清仓
MAX
MEDIAALPHA INC
-$6.4M
0
-100%
增持
VVX
V2X INC
+$6.3M
129,863
+171%
增持
FSLY
FASTLY INC
+$6.1M
289,568
+26%
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$6.0M
623,700
-54%
减持
CALX
CALIX INC
-$5.9M
160,542
-38%
减持
PRCH
PORCH GROUP INC
-$5.6M
360,255
-60%
建仓
PTRN
PATTERN GROUP INC
+$5.6M
449,230
减持
—
ALLOT LTD
-$5.6M
697,100
-33%
减持
—
JFROG LTD
-$5.4M
65,295
-52%
减持
—
CELLEBRITE DI LTD
-$5.4M
30,000
-91%
减持
CLS
CELESTICA INC
-$5.1M
34,367
-31%
增持
VPG
VISHAY PRECISION GROUP INC
+$5.0M
186,921
+133%
减持
—
GENIUS SPORTS LIMITED
-$4.9M
400,000
-34%
减持
APPS
DIGITAL TURBINE INC
-$4.7M
800,000
-43%
减持
CHYM
CHIME FINL INC
-$4.5M
260,000
-30%
建仓
RNG
RINGCENTRAL INC
+$4.5M
119,744
减持
VIAV
VIAVI SOLUTIONS INC
+$4.4M
573,988
-30%
减持
SITM
SITIME CORP
-$4.4M
15,451
-44%
建仓
WULF
TERAWULF INC
+$4.2M
289,342
增持
AIP
ARTERIS INC
+$4.0M
623,003
+56%
增持
TTMI
TTM TECHNOLOGIES INC
+$3.9M
126,008
+4%
建仓
CDNL
CARDINAL INFRASTRUCTURE GROU
+$3.9M
98,023
清仓
OPRX
OPTIMIZERX CORP
-$3.8M
0
-100%
减持
MOD
MODINE MFG CO
+$3.6M
69,800
-19%
建仓
NET
CLOUDFLARE INC
+$3.6M
17,263
减持
AFRM
AFFIRM HLDGS INC
-$3.5M
32,000
-52%
清仓
QTWO
Q2 HLDGS INC
-$3.5M
0
-100%
增持
—
ACCELERANT HOLDINGS
+$3.5M
372,811
+299%
建仓
SMTC
SEMTECH CORP
+$3.5M
44,898
增持
DY
DYCOM INDS INC
+$3.3M
45,835
+27%
建仓
REAL
THE REALREAL INC
+$3.3M
362,525
建仓
ROC
RANK ONE COMPUTING CORP
+$3.1M
449,421
建仓
RELY
REMITLY GLOBAL INC
+$3.1M
199,398
建仓
LGN
LEGENCE CORP
+$3.1M
54,866
建仓
DSP
VIANT TECHNOLOGY INC
+$2.9M
256,183
建仓
KN
KNOWLES CORP
+$2.8M
110,725
增持
FEIM
FREQUENCY ELECTRS INC
+$2.8M
112,289
+174%
建仓
ALNT
ALLIENT INC
+$2.7M
46,377
清仓
UTI
UNIVERSAL TECHNICAL INST INC
-$2.7M
0
-100%
清仓
PAY
PAYMENTUS HOLDINGS INC
-$2.7M
0
-100%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$2.6M
146,703
清仓
VISN
COMMSCOPE HLDG CO INC
-$2.6M
0
-100%
增持
TREE
LENDINGTREE INC
+$2.6M
175,339
+90%
清仓
HIPO
HIPPO HLDGS INC
-$2.6M
0
-100%
清仓
NPKI
NPK INTERNATIONAL INC
-$2.5M
0
-100%
建仓
PKE
PARK AEROSPACE CORP
+$2.5M
90,000
建仓
DCO
DUCOMMUN INC DEL
+$2.4M
20,000
增持
LYTS
LSI INDS INC OHIO
+$2.4M
430,185
+41%
建仓
DIOD
DIODES INC
+$2.4M
35,000
建仓
WLDN
WILLDAN GROUP INC
+$2.4M
31,000
清仓
—
AMBARELLA INC
-$2.3M
0
-100%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$2.3M
69,000
减持
STRL
STERLING INFRASTRUCTURE INC
+$2.3M
25,658
-3%
清仓
LIF
LIFE360 INC
-$2.2M
0
-100%
清仓
—
ODDITY TECH LTD
-$2.2M
0
-100%
清仓
INTA
INTAPP INC
-$2.2M
0
-100%
清仓
TDUP
THREDUP INC
-$2.2M
0
-100%
清仓
GLXY
GALAXY DIGITAL INC.
-$2.1M
0
-100%
建仓
MIAX
MIAMI INTL HLDGS INC
+$2.0M
52,600
增持
AIR
AAR CORP
+$1.9M
59,475
+6%
增持
ARLO
ARLO TECHNOLOGIES INC
+$1.8M
282,073
+82%
清仓
CECO
CECO ENVIRONMENTAL CORP
-$1.8M
0
-100%
增持
—
IBEX LTD
+$1.8M
209,516
+111%
增持
XMTR
XOMETRY INC
+$1.8M
365,914
+65%
减持
—
TOWER SEMICONDUCTOR LTD
+$1.6M
58,787
-21%
减持
DIBS
1STDIBS COM INC
-$1.6M
450,000
-34%
清仓
OPRA
OPERA LTD
-$1.6M
0
-100%
减持
AEIS
ADVANCED ENERGY INDS
+$1.5M
58,428
-29%
建仓
NAVN
NAVAN INC
+$1.5M
114,700
清仓
AGYS
AGILYSYS INC
-$1.5M
0
-100%
减持
AMPL
AMPLITUDE INC
-$1.5M
270,000
-5%
清仓
LPTH
LIGHTPATH TECHNOLOGIES INC
-$1.4M
0
-100%
建仓
UPWK
UPWORK INC
+$1.3M
120,000
清仓
GHM
GRAHAM CORP
-$1.3M
0
-100%
建仓
ONTO
ONTO INNOVATION INC
+$1.2M
6,000
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$1.2M
32,994
-8%
清仓
REAX
THE REAL BROKERAGE INC
-$1.1M
0
-100%
减持
SEZL
SEZZLE INC
-$1.0M
167,437
-9%
清仓
EVER
EVERQUOTE INC
-$999.0K
0
-100%
建仓
AEHR
AEHR TEST SYS
+$927.0K
25,000
减持
—
GAMBLING COM GROUP LIMITED
-$867.8K
100,000
-57%
减持
—
KORNIT DIGITAL LTD
-$817.6K
65,000
-47%
减持
—
CAMTEK LTD
-$665.1K
12,000
-49%
清仓
LAW
CS DISCO INC
-$659.7K
0
-100%
清仓
HAPN
LENDINGCLUB CORP
-$473.5K
0
-100%
建仓
IBTA
IBOTTA INC
+$449.6K
15,000
清仓
—
TAT TECHNOLOGIES LTD
-$446.6K
0
-100%
减持
HUT
HUT 8 CORP
-$270.3K
58,000
-11%
