ESSEX INVESTMENT MANAGEMENT CO LLC
BOSTON MA · SEC CIK 0000201772
$6.32亿2026Q1 申报市值
305持仓数
19.9%前十大占比 · 第一大 3.2%
28 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVCR 新建仓+$493.08万
SNDX 新建仓+$464.83万
MG 新建仓+$396.94万
MITK 新建仓+$372.06万
MRVL 新建仓+$358.59万
2026Q1 卖出最多 按季末市值估算
TSEM 减仓-$1,345.84万
BBNX 清仓-$663.62万
AGX 减仓-$627.98万
UVE 清仓-$599.52万
STRL 减仓-$514.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | $123.56万 | 0.20% | 10,250 | 1,924 | 23.1% | $23.19万 | 加仓 |
| XYL | XYLEM INC | $125.03万 | 0.20% | 10,463 | -304 | -2.8% | -$3.63万 | 减仓 |
| BLND | BLEND LABS INC | $129.59万 | 0.21% | 762,290 | 13,316 | 1.8% | $2.26万 | 加仓 |
| ERII | ENERGY RECOVERY INC | $133.25万 | 0.21% | 132,322 | -2,778 | -2.1% | -$2.80万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $134.00万 | 0.21% | 35,440 | 11,305 | 46.8% | $42.74万 | 加仓 |
| BMI | BADGER METER INC | $139.52万 | 0.22% | 9,158 | -200 | -2.1% | -$3.05万 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $147.23万 | 0.23% | 383,400 | 6,746 | 1.8% | $2.59万 | 加仓 |
| CGNX | COGNEX CORP | $147.29万 | 0.23% | 30,065 | -6,195 | -17.1% | -$30.35万 | 减仓 |
| ALLT | ALLOT LTD | $150.55万 | 0.24% | 226,056 | 226,056 | — | $150.55万 | 新建仓 |
| UPWK | UPWORK INC | $151.47万 | 0.24% | 138,204 | 2,568 | 1.9% | $2.81万 | 加仓 |
| IBEX | IBEX LTD | $154.91万 | 0.25% | 57,758 | 1,025 | 1.8% | $2.75万 | 加仓 |
| TEM | TEMPUS AI INC | $155.35万 | 0.25% | 34,355 | 7,212 | 26.6% | $32.61万 | 加仓 |
| CTVA | CORTEVA INC | $156.27万 | 0.25% | 18,668 | -410 | -2.1% | -$3.43万 | 减仓 |
| ZS | ZSCALER INC | $160.10万 | 0.25% | 11,412 | -826 | -6.7% | -$11.59万 | 减仓 |
| — | FREIGHTOS LTD | $163.62万 | 0.26% | 997,708 | 379,144 | 61.3% | $62.18万 | 加仓 |
| EYPT | EYEPOINT INC | $163.98万 | 0.26% | 127,213 | 2,257 | 1.8% | $2.91万 | 加仓 |
| LTRX | LANTRONIX INC | $179.46万 | 0.28% | 342,489 | 342,489 | — | $179.46万 | 新建仓 |
| — | LEGACY ED INC | $179.59万 | 0.28% | 143,439 | 143,439 | — | $179.59万 | 新建仓 |
| — | CURIOSITYSTREAM INC | $183.78万 | 0.29% | 620,879 | 10,950 | 1.8% | $3.24万 | 加仓 |
| — | BIODESIX INC | $191.52万 | 0.30% | 132,086 | 132,086 | — | $191.52万 | 新建仓 |
| — | GENCOR INDS INC | $194.34万 | 0.31% | 129,563 | 3,457 | 2.7% | $5.19万 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $194.46万 | 0.31% | 418,203 | 7,381 | 1.8% | $3.43万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $196.19万 | 0.31% | 123,233 | 2,290 | 1.9% | $3.65万 | 加仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $200.65万 | 0.32% | 883,931 | 821,605 | 1,318.2% | $186.50万 | 加仓 |
| LAW | CS DISCO INC | $206.02万 | 0.33% | 539,314 | 9,534 | 1.8% | $3.64万 | 加仓 |
| RDVT | RED VIOLET INC | $210.86万 | 0.33% | 60,942 | 1,079 | 1.8% | $3.73万 | 加仓 |
| — | CODA OCTOPUS GROUP INC | $214.29万 | 0.34% | 189,640 | 166,341 | 713.9% | $187.97万 | 加仓 |
| — | RIVERVIEW BANCORP INC | $214.66万 | 0.34% | 390,295 | 10,316 | 2.7% | $5.67万 | 加仓 |
| WK | WORKIVA INC | $216.65万 | 0.34% | 36,333 | -3,187 | -8.1% | -$19.00万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $217.18万 | 0.34% | 216,531 | 175,624 | 429.3% | $176.15万 | 加仓 |
| DIS | DISNEY WALT CO | $219.80万 | 0.35% | 22,806 | -617 | -2.6% | -$5.95万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $230.21万 | 0.36% | 8,113 | -150 | -1.8% | -$4.26万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $238.31万 | 0.38% | 158,032 | 2,945 | 1.9% | $4.44万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $240.90万 | 0.38% | 94,842 | 1,767 | 1.9% | $4.49万 | 加仓 |
| ONT | ONTERRIS INC | $244.01万 | 0.39% | 111,473 | 1,960 | 1.8% | $4.29万 | 加仓 |
| NOVT | NOVANTA INC | $244.52万 | 0.39% | 20,703 | 366 | 1.8% | $4.32万 | 加仓 |
| MTDR | MATADOR RES CO | $252.71万 | 0.40% | 39,998 | 802 | 2.0% | $5.07万 | 加仓 |
| — | CARECLOUD INC | $254.71万 | 0.40% | 697,836 | 12,932 | 1.9% | $4.72万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $261.70万 | 0.41% | 150,315 | 2,796 | 1.9% | $4.87万 | 加仓 |
| EVR | EVERCORE INC | $266.84万 | 0.42% | 8,939 | 170 | 1.9% | $5.07万 | 加仓 |
| TRMB | TRIMBLE INC | $267.21万 | 0.42% | 40,964 | -2,644 | -6.1% | -$17.25万 | 减仓 |
| SIBN | SI BONE INC | $268.37万 | 0.42% | 212,488 | 3,766 | 1.8% | $4.76万 | 加仓 |
| — | IDENTIV INC | $272.55万 | 0.43% | 736,608 | 12,923 | 1.8% | $4.78万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $273.93万 | 0.43% | 192,504 | 3,585 | 1.9% | $5.10万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $275.98万 | 0.44% | 16,328 | -1,053 | -6.1% | -$17.80万 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC | $276.28万 | 0.44% | 299,332 | 5,275 | 1.8% | $4.87万 | 加仓 |
| — | FREIGHTCAR AMER INC | $280.82万 | 0.44% | 352,343 | 6,199 | 1.8% | $4.94万 | 加仓 |
| NPCE | NEUROPACE INC | $286.33万 | 0.45% | 217,738 | 3,846 | 1.8% | $5.06万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $292.38万 | 0.46% | 62,864 | 62,864 | — | $292.38万 | 新建仓 |
| — | STEREOTAXIS INC | $292.58万 | 0.46% | 1,590,101 | 28,082 | 1.8% | $5.17万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $295.02万 | 0.47% | 78,171 | 78,171 | — | $295.02万 | 新建仓 |
| VREX | VAREX IMAGING CORP | $296.60万 | 0.47% | 279,551 | 5,212 | 1.9% | $5.53万 | 加仓 |
| MASS | 908 DEVICES INC | $300.63万 | 0.48% | 491,221 | 8,607 | 1.8% | $5.27万 | 加仓 |
| — | DOCEBO INC | $301.13万 | 0.48% | 172,367 | 71,364 | 70.7% | $124.67万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $307.61万 | 0.49% | 211,707 | 3,717 | 1.8% | $5.40万 | 加仓 |
| THRM | GENTHERM INC | $314.30万 | 0.50% | 113,138 | 2,101 | 1.9% | $5.84万 | 加仓 |
| RSKD | RISKIFIED LTD | $314.79万 | 0.50% | 803,032 | 803,032 | — | $314.79万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $316.36万 | 0.50% | 21,153 | -1,361 | -6.0% | -$20.36万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $316.84万 | 0.50% | 74,445 | -4,979 | -6.3% | -$21.19万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN | $320.95万 | 0.51% | 149,625 | -11,020 | -6.9% | -$23.64万 | 减仓 |
| DLTR | DOLLAR TREE INC | $324.30万 | 0.51% | 29,614 | -2,163 | -6.8% | -$23.69万 | 减仓 |
| BGC | BGC GROUP INC | $329.37万 | 0.52% | 336,781 | 6,272 | 1.9% | $6.13万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $330.17万 | 0.52% | 108,004 | 1,916 | 1.8% | $5.86万 | 加仓 |
| — | APYX MEDICAL CORPORATION | $332.62万 | 0.53% | 901,398 | 901,398 | — | $332.62万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $332.63万 | 0.53% | 392,718 | 6,893 | 1.8% | $5.84万 | 加仓 |
| CRM | SALESFORCE INC | $333.28万 | 0.53% | 17,854 | -1,226 | -6.4% | -$22.89万 | 减仓 |
| DIOD | DIODES INC | $333.58万 | 0.53% | 48,869 | 48,869 | — | $333.58万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $333.83万 | 0.53% | 54,682 | -4,010 | -6.8% | -$24.48万 | 减仓 |
| EVER | EVERQUOTE INC | $334.73万 | 0.53% | 217,075 | -14,349 | -6.2% | -$22.13万 | 减仓 |
| OUST | OUSTER INC | $339.08万 | 0.54% | 184,585 | 3,259 | 1.8% | $5.99万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $339.11万 | 0.54% | 143,934 | 2,663 | 1.9% | $6.27万 | 加仓 |
| GFF | GRIFFON CORP | $342.15万 | 0.54% | 47,076 | 876 | 1.9% | $6.37万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $342.44万 | 0.54% | 136,104 | 2,408 | 1.8% | $6.06万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $342.94万 | 0.54% | 692,809 | 692,809 | — | $342.94万 | 新建仓 |
| AMTB | AMERANT BANCORP INC | $345.63万 | 0.55% | 156,818 | 2,728 | 1.8% | $6.01万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $349.05万 | 0.55% | 103,177 | 103,177 | — | $349.05万 | 新建仓 |
| DAKT | DAKTRONICS INC | $355.98万 | 0.56% | 182,086 | 3,210 | 1.8% | $6.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $358.59万 | 0.57% | 36,203 | 36,203 | — | $358.59万 | 新建仓 |
| MITK | MITEK SYS INC | $372.06万 | 0.59% | 275,602 | 275,602 | — | $372.06万 | 新建仓 |
| — | INTELLICHECK MOBILISA INC | $375.95万 | 0.60% | 537,842 | 215,949 | 67.1% | $150.95万 | 加仓 |
| SMTC | SEMTECH CORP | $389.40万 | 0.62% | 50,644 | 937 | 1.9% | $7.20万 | 加仓 |
| MG | MISTRAS GROUP INC | $396.94万 | 0.63% | 268,567 | 268,567 | — | $396.94万 | 新建仓 |
| PKE | PARK AEROSPACE CORP | $410.41万 | 0.65% | 149,893 | 2,645 | 1.8% | $7.24万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $411.71万 | 0.65% | 21,778 | -1,417 | -6.1% | -$26.79万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $411.73万 | 0.65% | 93,026 | 1,646 | 1.8% | $7.29万 | 加仓 |
| — | EXZEO GROUP INC | $422.66万 | 0.67% | 288,111 | -2,965 | -1.0% | -$4.35万 | 减仓 |
| AMBA | AMBARELLA INC | $424.09万 | 0.67% | 82,387 | -1,456 | -1.7% | -$7.49万 | 减仓 |
| GMED | GLOBUS MED INC | $430.83万 | 0.68% | 50,004 | -1,405 | -2.7% | -$12.11万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $433.71万 | 0.69% | 747,769 | 13,237 | 1.8% | $7.68万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $449.79万 | 0.71% | 38,098 | 706 | 1.9% | $8.34万 | 加仓 |
| — | CREXENDO INC | $458.42万 | 0.73% | 742,986 | 13,109 | 1.8% | $8.09万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $464.83万 | 0.74% | 198,985 | 198,985 | — | $464.83万 | 新建仓 |
| ASML | ASML HLDG NV | $469.69万 | 0.74% | 3,556 | -250 | -6.6% | -$33.02万 | 减仓 |
| AVPT | AVEPOINT INC | $474.06万 | 0.75% | 498,482 | -9,532 | -1.9% | -$9.06万 | 减仓 |
| AIP | ARTERIS INC | $477.28万 | 0.76% | 290,319 | 5,152 | 1.8% | $8.47万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $480.43万 | 0.76% | 161,705 | 2,996 | 1.9% | $8.90万 | 加仓 |
| NVCR | NOVOCURE LTD | $493.08万 | 0.78% | 452,370 | 452,370 | — | $493.08万 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $503.33万 | 0.80% | 461,772 | 12,011 | 2.7% | $13.09万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $509.79万 | 0.81% | 274,082 | 4,834 | 1.8% | $8.99万 | 加仓 |
| PATK | PATRICK INDS INC | $513.45万 | 0.81% | 46,228 | 287 | 0.6% | $3.19万 | 加仓 |