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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $522.57万 | 0.83% | 25,555 | -1,692 | -6.2% | -$34.60万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $524.10万 | 0.83% | 341,657 | 6,033 | 1.8% | $9.25万 | 加仓 |
| BVS | BIOVENTUS INC | $550.77万 | 0.87% | 603,258 | 215,372 | 55.5% | $196.63万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $556.32万 | 0.88% | 40,569 | -2,266 | -5.3% | -$31.07万 | 减仓 |
| OII | OCEANEERING INTL INC | $561.75万 | 0.89% | 158,374 | 2,940 | 1.9% | $10.43万 | 加仓 |
| AMZN | AMAZON COM INC | $566.66万 | 0.90% | 27,208 | -1,625 | -5.6% | -$33.84万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $574.64万 | 0.91% | 309,110 | 5,758 | 1.9% | $10.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $584.54万 | 0.93% | 15,791 | -1,822 | -10.3% | -$67.44万 | 减仓 |
| COHU | COHU INC | $587.55万 | 0.93% | 191,885 | 3,352 | 1.8% | $10.26万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $599.40万 | 0.95% | 78,292 | 1,371 | 1.8% | $10.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $639.23万 | 1.01% | 7,556 | -1,103 | -12.7% | -$93.31万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $659.53万 | 1.04% | 774,099 | 13,706 | 1.8% | $11.68万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP | $684.84万 | 1.08% | 493,403 | -130,814 | -21.0% | -$181.57万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $689.12万 | 1.09% | 48,177 | -2,804 | -5.5% | -$40.11万 | 减仓 |
| GEV | GE VERNOVA INC | $726.17万 | 1.15% | 8,319 | -284 | -3.3% | -$24.79万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $751.01万 | 1.19% | 445,441 | -71,324 | -13.8% | -$120.25万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $770.28万 | 1.22% | 227,558 | 12,404 | 5.8% | $41.99万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $784.38万 | 1.24% | 38,643 | -1,379 | -3.4% | -$27.99万 | 减仓 |
| BWAY | BRAINSWAY LTD | $822.06万 | 1.30% | 618,553 | 10,193 | 1.7% | $13.55万 | 加仓 |
| AAPL | APPLE INC | $826.85万 | 1.31% | 32,580 | -2,288 | -6.6% | -$58.07万 | 减仓 |
| AGX | ARGAN INC | $876.78万 | 1.39% | 16,098 | -11,530 | -41.7% | -$627.98万 | 减仓 |
| HCI | HCI GROUP INC | $891.08万 | 1.41% | 57,634 | -1,575 | -2.7% | -$24.35万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $936.87万 | 1.48% | 157,246 | 2,789 | 1.8% | $16.62万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,000.83万 | 1.58% | 108,338 | -2,972 | -2.7% | -$27.46万 | 减仓 |
| GHM | GRAHAM CORP | $1,012.50万 | 1.60% | 128,294 | -12,397 | -8.8% | -$97.84万 | 减仓 |
| INSM | INSMED INC | $1,024.88万 | 1.62% | 62,676 | 253 | 0.4% | $4.14万 | 加仓 |
| GSAT | GLOBALSTAR INC | $1,100.35万 | 1.74% | 165,665 | -1,724 | -1.0% | -$11.45万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | $1,120.01万 | 1.77% | 158,844 | -31,350 | -16.5% | -$221.05万 | 减仓 |
| DRS | LEONARDO DRS INC | $1,163.99万 | 1.84% | 261,454 | 4,592 | 1.8% | $20.44万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,167.15万 | 1.85% | 58,460 | -1,560 | -2.6% | -$31.15万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | $1,200.27万 | 1.90% | 249,278 | -1,697 | -0.7% | -$8.17万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,305.59万 | 2.07% | 32,057 | -12,628 | -28.3% | -$514.30万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $1,445.38万 | 2.29% | 355,304 | -33,515 | -8.6% | -$136.34万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,034.39万 | 3.22% | 115,933 | -76,695 | -39.8% | -$1,345.84万 | 减仓 |