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Voss Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Voss Capital, LLC

报告期 2026-03-31 · CIK 0001730145

持仓数

53

前50大市值合计

$1.88B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

FLYW FLYWIRE CORPORATION

COM VTG

$158.6M

13,625,000

8.4%

— CELLEBRITE DI LTD

ORDINARY SHARES

$133.3M

9,675,000

7.1%

GFF GRIFFON CORP

COM

$132.6M

1,825,000

7.0%

SRE SEMPRA

COM

$121.9M

1,255,000

6.5%

EEFT EURONET WORLDWIDE INC

COM

$104.5M

1,575,000

5.5%

CHH CHOICE HOTELS INTL INC

COM

$100.1M

967,500

5.3%

FIVN FIVE9 INC

COM

$88.4M

5,825,000

4.7%

TSLA TESLA INC

COM · 认沽

$82.7M

222,500

4.4%

LRN STRIDE INC

COM

$74.9M

850,000

4.0%

— SHARKNINJA INC

COM SHS

$73.6M

695,000

3.9%

POWL POWELL INDS INC

COM

$73.6M

136,000

3.9%

SHC SOTERA HEALTH CO

COM

$69.9M

4,871,270

3.7%

PAR PAR TECHNOLOGY CORP

COM

$65.1M

4,880,100

3.5%

PHIN PHINIA INC

COMMON STOCK

$63.0M

920,025

3.3%

— GENIUS SPORTS LIMITED

SHARES CL A

$57.9M

13,075,000

3.1%

PRKS UNITED PARKS & RESORTS INC

COM

$56.0M

1,715,000

3.0%

CSR CENTERSPACE

COM

$46.0M

801,246

2.4%

— TITAN AMER SA

COMMON SHARES

$44.2M

2,950,000

2.3%

CELH CELSIUS HLDGS INC

COM NEW

$42.8M

1,205,000

2.3%

XPOF XPONENTIAL FITNESS INC

COM CL A

$38.9M

6,458,653

2.1%

AVTR AVANTOR INC

COM

$34.9M

4,447,083

1.9%

TDOC TELADOC HEALTH INC

COM

$22.9M

4,200,000

1.2%

AMZN AMAZON COM INC

COM · 认购

$19.8M

95,000

1.1%

LGIH LGI HOMES INC

COM

$19.6M

495,000

1.0%

PK PARK HOTELS & RESORTS INC

COM

$17.4M

1,650,000

0.9%

SXT SENSIENT TECHNOLOGIES CORP

COM

$15.8M

182,974

0.8%

ALTG ALTA EQUIPMENT GROUP INC

COMMON STOCK

$13.0M

2,424,100

0.7%

CCS CENTURY COMMUNITIES INC

COM

$12.5M

217,552

0.7%

LEGH LEGACY HOUSING CORP

COM

$12.3M

600,000

0.7%

PEB PEBBLEBROOK HOTEL TR

COM

$11.8M

932,500

0.6%

— UNIQURE NV

SHS

$9.9M

605,000

0.5%

KKR KKR & CO INC

COM · 认购

$9.3M

100,000

0.5%

XERS XERIS BIOPHARMA HOLDINGS INC

COM

$8.0M

1,386,927

0.4%

ARE ALEXANDRIA REAL ESTATE EQ IN

COM

$5.8M

125,000

0.3%

RNTX REIN THERAPEUTICS INC

COM NEW

$5.7M

4,388,362

0.3%

GOOGL ALPHABET INC

CAP STK CL A · 认购

$5.0M

17,500

0.3%

ACTU ACTUATE THERAPEUTICS INC

COM

$4.7M

1,725,000

0.3%

PAR PAR TECHNOLOGY CORP

COM · 认购

$4.0M

296,500

0.2%

TDOC TELADOC HEALTH INC

COM · 认购

$3.8M

700,000

0.2%

CRBG COREBRIDGE FINL INC

COM · 认购

$3.0M

125,000

0.2%

ACHC ACADIA HEALTHCARE COMPANY IN

COM

$2.9M

125,000

0.2%

— CELLEBRITE DI LTD

ORDINARY SHARES · 认购

$2.8M

200,000

0.1%

RGNX REGENXBIO INC

COM

$2.5M

295,787

0.1%

SWIM LATHAM GROUP INC

COM

$2.0M

372,988

0.1%

FLYW FLYWIRE CORPORATION

COM VTG · 认购

$1.8M

154,500

0.1%

INVH INVITATION HOMES INC

COM

$1.6M

65,000

0.1%

NOW SERVICENOW INC

COM · 认购

$1.0M

10,000

0.1%

OMCL OMNICELL COM

COM · 认沽

$834.5K

25,000

0.0%

— UNIQURE NV

SHS · 认购

$817.5K

50,000

0.0%

FIVN FIVE9 INC

COM · 认购

$758.5K

50,000

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

FLYW8.4%CELLEBRITE DI LTD7.1%GFF7.0%SRE6.5%EEFT5.5%CHH5.3%