ESSEX INVESTMENT MANAGEMENT CO LLC
BOSTON MA · SEC CIK 0000201772
$7.63亿2026Q2 申报市值
306持仓数
20.1%前十大占比 · 第一大 3.6%
26 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WERN 新建仓+$1,010.12万
XMTR 新建仓+$539.73万
BXC 新建仓+$535.84万
TILE 新建仓+$442.27万
PGEN 新建仓+$402.59万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,334.75万
GSAT 清仓-$1,100.35万
PRIM 清仓-$689.12万
BVS 清仓-$550.77万
LGND 减仓-$470.75万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVCR | NOVOCURE LTD | $666.07万 | 0.87% | 439,648 | -12,722 | -2.8% | -$19.27万 | 减仓 |
| AMBA | AMBARELLA INC | $686.37万 | 0.90% | 79,997 | -2,390 | -2.9% | -$20.51万 | 减仓 |
| ASML | ASML HLDG NV | $703.86万 | 0.92% | 3,538 | -18 | -0.5% | -$3.58万 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $744.46万 | 0.98% | 442,603 | -19,169 | -4.2% | -$32.24万 | 减仓 |
| PATK | PATRICK INDS INC | $744.81万 | 0.98% | 82,960 | 36,732 | 79.5% | $329.78万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $759.84万 | 1.00% | 7,513 | -43 | -0.6% | -$4.35万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $760.49万 | 1.00% | 133,866 | -27,839 | -17.2% | -$158.15万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | $765.73万 | 1.00% | 153,576 | -5,268 | -3.3% | -$26.27万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $771.86万 | 1.01% | 25,911 | -10,292 | -28.4% | -$306.59万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $786.29万 | 1.03% | 295,820 | 21,738 | 7.9% | $57.78万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $839.56万 | 1.10% | 741,007 | -33,092 | -4.3% | -$37.49万 | 减仓 |
| BWAY | BRAINSWAY LTD | $919.13万 | 1.20% | 592,606 | -25,947 | -4.2% | -$40.24万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $921.24万 | 1.21% | 221,933 | -5,625 | -2.5% | -$23.35万 | 减仓 |
| AAPL | APPLE INC | $938.31万 | 1.23% | 32,427 | -153 | -0.5% | -$4.43万 | 减仓 |
| COHU | COHU INC | $969.48万 | 1.27% | 131,170 | -60,715 | -31.6% | -$448.74万 | 减仓 |
| GEV | GE VERNOVA INC | $973.14万 | 1.27% | 8,283 | -36 | -0.4% | -$4.23万 | 减仓 |
| HCI | HCI GROUP INC | $985.96万 | 1.29% | 56,260 | -1,374 | -2.4% | -$24.08万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $1,010.12万 | 1.32% | 231,625 | 231,625 | — | $1,010.12万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP | $1,014.08万 | 1.33% | 472,763 | -20,640 | -4.2% | -$44.27万 | 减仓 |
| DRS | LEONARDO DRS INC | $1,067.67万 | 1.40% | 250,215 | -11,239 | -4.3% | -$47.96万 | 减仓 |
| GHM | GRAHAM CORP | $1,156.26万 | 1.51% | 93,405 | -34,889 | -27.2% | -$431.89万 | 减仓 |
| AGX | ARGAN INC | $1,235.12万 | 1.62% | 15,467 | -631 | -3.9% | -$50.39万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,237.07万 | 1.62% | 105,669 | -2,669 | -2.5% | -$31.25万 | 减仓 |
| AIP | ARTERIS INC | $1,349.17万 | 1.77% | 277,665 | -12,654 | -4.4% | -$61.49万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,355.99万 | 1.78% | 16,155 | -15,902 | -49.6% | -$1,334.75万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,364.87万 | 1.79% | 150,416 | -6,830 | -4.3% | -$61.98万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,377.11万 | 1.80% | 43,567 | -14,893 | -25.5% | -$470.75万 | 减仓 |
| OUST | OUSTER INC | $1,413.13万 | 1.85% | 226,028 | 41,443 | 22.5% | $259.10万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | $1,543.64万 | 2.02% | 241,382 | -7,896 | -3.2% | -$50.49万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $1,698.43万 | 2.22% | 340,366 | -14,938 | -4.2% | -$74.54万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,750.87万 | 3.60% | 105,543 | -10,390 | -9.0% | -$270.80万 | 减仓 |