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
Soviero Asset Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Soviero Asset Management, LP
报告期 2026-03-31 · CIK 0001755622
持仓数
57
前50大市值合计
$194.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q2
21Q1
20Q4
24Q4 调仓
2024-06-30 → 2024-12-31 · 共 76 项
建仓 40
增持 2
减持 12
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
PBF
PBF ENERGY INC
-$16.5M
150,000
-66%
清仓
—
U S SILICA HLDGS INC
-$14.0M
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$10.4M
17,000
-83%
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
SHOE
SHOE CARNIVAL INC
-$7.7M
50,563
-80%
清仓
FCX
FREEPORT-MCMORAN INC
-$6.6M
0
-100%
清仓
GOOG
ALPHABET INC
-$6.4M
0
-100%
建仓
AMZN
AMAZON COM INC
+$6.1M
28,000
建仓
TWLO
TWILIO INC
+$6.1M
56,000
建仓
LUNR
INTUITIVE MACHINES INC
+$6.0M
330,000
清仓
MU
MICRON TECHNOLOGY INC
-$5.7M
0
-100%
建仓
PATH
UIPATH INC
+$5.6M
440,000
建仓
UAA
UNDER ARMOUR INC
+$5.6M
675,000
建仓
LULU
LULULEMON ATHLETICA INC
+$5.5M
14,500
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$5.0M
0
-100%
建仓
GTLS
CHART INDS INC
+$5.0M
26,000
建仓
SHOP
SHOPIFY INC
+$4.7M
44,000
建仓
—
SEADRILL 2021 LTD
+$4.3M
110,000
建仓
—
FLEX LTD
+$4.0M
105,000
建仓
HIMX
HIMAX TECHNOLOGIES INC
+$4.0M
500,000
减持
AAPL
APPLE INC
-$3.9M
12,000
-64%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$3.9M
280,000
清仓
—
CRH PLC
-$3.7M
0
-100%
建仓
—
GLOBALSTAR INC
+$3.7M
1,800,000
清仓
—
WOLFSPEED INC
-$3.6M
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$3.6M
0
-100%
增持
—
SHARKNINJA INC
+$3.4M
72,000
+50%
建仓
LW
LAMB WESTON HLDGS INC
+$3.3M
50,000
建仓
FORM
FORMFACTOR INC
+$3.3M
74,000
建仓
BBAI
BIGBEAR AI HLDGS INC
+$3.2M
730,000
建仓
RGTI
RIGETTI COMPUTING INC
+$3.2M
210,000
建仓
NWL
NEWELL BRANDS INC
+$3.1M
310,000
建仓
FRSH
FRESHWORKS INC
+$3.0M
185,000
清仓
WU
WESTERN UN CO
-$2.9M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$2.9M
34,000
清仓
VFC
V F CORP
-$2.9M
0
-100%
减持
SD
SANDRIDGE ENERGY INC
-$2.8M
288,657
-40%
减持
LUCK
LUCKY STRIKE ENTERTAINMENT C
-$2.8M
280,000
-27%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$2.4M
150,000
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$2.3M
0
-100%
建仓
U
UNITY SOFTWARE INC
+$2.2M
100,000
清仓
—
TRANSOCEAN LTD
-$2.2M
0
-100%
建仓
GME
GAMESTOP CORP NEW
+$2.0M
65,000
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$2.0M
0
-100%
清仓
ENVX
ENOVIX CORP
-$1.9M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$1.8M
20,000
清仓
FITB
FIFTH THIRD BANCORP
-$1.8M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$1.8M
0
-100%
建仓
ABAT
AMERICAN BATTERY TECHNOLOGY
+$1.7M
680,000
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$1.6M
230,000
建仓
—
SEALSQ CORP
+$1.5M
250,000
减持
CCJ
CAMECO CORP
-$1.5M
59,000
-36%
减持
—
POTBELLY CORP
-$1.4M
476,000
-35%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$1.4M
100,000
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$1.3M
350,000
清仓
—
PRIMO WATER CORPORATION
-$1.3M
0
-100%
建仓
PDYN
PALLADYNE AI CORP
+$1.2M
100,000
减持
RRC
RANGE RES CORP
-$1.1M
100,000
-29%
建仓
SOUN
SOUNDHOUND AI INC
+$992.0K
50,000
增持
MWA
MUELLER WTR PRODS INC
+$974.7K
115,000
+28%
建仓
OPTU
ALTICE USA INC
+$964.0K
400,000
建仓
ATEC
ALPHATEC HLDGS INC
+$918.0K
100,000
建仓
ZVIA
ZEVIA PBC
+$879.9K
210,000
清仓
SLI
STANDARD LITHIUM LTD
-$775.0K
0
-100%
减持
WMB
WILLIAMS COS INC
-$770.4K
80,000
-33%
建仓
RKLB
ROCKET LAB USA INC
+$764.1K
30,000
减持
HTZ
HERTZ GLOBAL HLDGS INC
-$695.0K
220,000
-48%
建仓
SPWH
SPORTSMANS WHSE HLDGS INC
+$667.5K
250,000
清仓
—
LOGISTIC PROPERTIES OF THE A
-$556.5K
0
-100%
建仓
PHUN
PHUNWARE INC
+$520.0K
100,000
建仓
GREE
GREENIDGE GENERATION HLDGS I
+$389.3K
251,147
建仓
COHR
COHERENT CORP
+$378.9K
4,000
清仓
TREX
TREX CO INC
-$370.6K
0
-100%
减持
OPRA
OPERA LTD
-$323.4K
310,000
-30%
清仓
—
BARK INC
-$307.7K
0
-100%
建仓
NRDY
NERDY INC
+$243.0K
150,000
清仓
DOMO
DOMO INC
-$231.6K
0
-100%