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 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $2,750.87万 | 3.60% | 105,543 | -10,390 | -9.0% | -$270.80万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $1,698.43万 | 2.22% | 340,366 | -14,938 | -4.2% | -$74.54万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | $1,543.64万 | 2.02% | 241,382 | -7,896 | -3.2% | -$50.49万 | 减仓 |
| OUST | OUSTER INC | $1,413.13万 | 1.85% | 226,028 | 41,443 | 22.5% | $259.10万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,377.11万 | 1.80% | 43,567 | -14,893 | -25.5% | -$470.75万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,364.87万 | 1.79% | 150,416 | -6,830 | -4.3% | -$61.98万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,355.99万 | 1.78% | 16,155 | -15,902 | -49.6% | -$1,334.75万 | 减仓 |
| AIP | ARTERIS INC | $1,349.17万 | 1.77% | 277,665 | -12,654 | -4.4% | -$61.49万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,237.07万 | 1.62% | 105,669 | -2,669 | -2.5% | -$31.25万 | 减仓 |
| AGX | ARGAN INC | $1,235.12万 | 1.62% | 15,467 | -631 | -3.9% | -$50.39万 | 减仓 |
| GHM | GRAHAM CORP | $1,156.26万 | 1.51% | 93,405 | -34,889 | -27.2% | -$431.89万 | 减仓 |
| DRS | LEONARDO DRS INC | $1,067.67万 | 1.40% | 250,215 | -11,239 | -4.3% | -$47.96万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP | $1,014.08万 | 1.33% | 472,763 | -20,640 | -4.2% | -$44.27万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $1,010.12万 | 1.32% | 231,625 | 231,625 | — | $1,010.12万 | 新建仓 |
| HCI | HCI GROUP INC | $985.96万 | 1.29% | 56,260 | -1,374 | -2.4% | -$24.08万 | 减仓 |
| GEV | GE VERNOVA INC | $973.14万 | 1.27% | 8,283 | -36 | -0.4% | -$4.23万 | 减仓 |
| COHU | COHU INC | $969.48万 | 1.27% | 131,170 | -60,715 | -31.6% | -$448.74万 | 减仓 |
| AAPL | APPLE INC | $938.31万 | 1.23% | 32,427 | -153 | -0.5% | -$4.43万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $921.24万 | 1.21% | 221,933 | -5,625 | -2.5% | -$23.35万 | 减仓 |
| BWAY | BRAINSWAY LTD | $919.13万 | 1.20% | 592,606 | -25,947 | -4.2% | -$40.24万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $839.56万 | 1.10% | 741,007 | -33,092 | -4.3% | -$37.49万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $786.29万 | 1.03% | 295,820 | 21,738 | 7.9% | $57.78万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $771.86万 | 1.01% | 25,911 | -10,292 | -28.4% | -$306.59万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | $765.73万 | 1.00% | 153,576 | -5,268 | -3.3% | -$26.27万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $760.49万 | 1.00% | 133,866 | -27,839 | -17.2% | -$158.15万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $759.84万 | 1.00% | 7,513 | -43 | -0.6% | -$4.35万 | 减仓 |
| PATK | PATRICK INDS INC | $744.81万 | 0.98% | 82,960 | 36,732 | 79.5% | $329.78万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $744.46万 | 0.98% | 442,603 | -19,169 | -4.2% | -$32.24万 | 减仓 |
| ASML | ASML HLDG NV | $703.86万 | 0.92% | 3,538 | -18 | -0.5% | -$3.58万 | 减仓 |
| AMBA | AMBARELLA INC | $686.37万 | 0.90% | 79,997 | -2,390 | -2.9% | -$20.51万 | 减仓 |
| NVCR | NOVOCURE LTD | $666.07万 | 0.87% | 439,648 | -12,722 | -2.8% | -$19.27万 | 减仓 |
| AMZN | AMAZON COM INC | $645.00万 | 0.84% | 27,062 | -146 | -0.5% | -$3.48万 | 减仓 |
| AVPT | AVEPOINT INC | $640.70万 | 0.84% | 571,541 | 73,059 | 14.7% | $81.90万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $634.32万 | 0.83% | 40,413 | -156 | -0.4% | -$2.45万 | 减仓 |
| SMTC | SEMTECH CORP | $618.69万 | 0.81% | 38,226 | -12,418 | -24.5% | -$200.99万 | 减仓 |
| OII | OCEANEERING INTL INC | $613.73万 | 0.80% | 151,463 | -6,911 | -4.4% | -$28.00万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $603.68万 | 0.79% | 36,377 | -1,721 | -4.5% | -$28.56万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $596.66万 | 0.78% | 38,462 | -181 | -0.5% | -$2.81万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $595.93万 | 0.78% | 74,743 | -3,428 | -4.4% | -$27.33万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $592.38万 | 0.78% | 74,890 | -3,402 | -4.3% | -$26.91万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $590.80万 | 0.77% | 89,043 | -3,983 | -4.3% | -$26.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $586.16万 | 0.77% | 15,714 | -77 | -0.5% | -$2.87万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $583.58万 | 0.76% | 326,938 | -14,719 | -4.3% | -$26.27万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $566.76万 | 0.74% | 715,608 | -32,161 | -4.3% | -$25.47万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $548.22万 | 0.72% | 143,663 | -6,230 | -4.2% | -$23.77万 | 减仓 |
| — | BIODESIX INC | $545.52万 | 0.71% | 241,915 | 109,829 | 83.1% | $247.66万 | 加仓 |
| XMTR | XOMETRY INC | $539.73万 | 0.71% | 55,919 | 55,919 | — | $539.73万 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $535.84万 | 0.70% | 86,593 | 86,593 | — | $535.84万 | 新建仓 |
| MITK | MITEK SYS INC | $531.26万 | 0.70% | 263,913 | -11,689 | -4.2% | -$23.53万 | 减仓 |
| — | CREXENDO INC | $531.02万 | 0.70% | 710,874 | -32,112 | -4.3% | -$23.99万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $529.04万 | 0.69% | 295,060 | -14,050 | -4.5% | -$25.19万 | 减仓 |
| RDVT | RED VIOLET INC | $526.04万 | 0.69% | 82,555 | 21,613 | 35.5% | $137.72万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $522.06万 | 0.68% | 21,665 | -113 | -0.5% | -$2.72万 | 减仓 |
| DIOD | DIODES INC | $511.44万 | 0.67% | 46,732 | -2,137 | -4.4% | -$23.39万 | 减仓 |
| — | APYX MEDICAL CORPORATION | $510.35万 | 0.67% | 1,136,630 | 235,232 | 26.1% | $105.62万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $495.01万 | 0.65% | 25,431 | -124 | -0.5% | -$2.41万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $473.48万 | 0.62% | 482,154 | 89,436 | 22.8% | $87.83万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $466.68万 | 0.61% | 55,176 | 44,773 | 430.4% | $378.69万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $466.06万 | 0.61% | 285,052 | 68,521 | 31.6% | $112.03万 | 加仓 |
| INSM | INSMED INC | $458.37万 | 0.60% | 42,991 | -19,685 | -31.4% | -$209.88万 | 减仓 |
| — | EXZEO GROUP INC | $453.30万 | 0.59% | 268,704 | -19,407 | -6.7% | -$32.74万 | 减仓 |
| MG | MISTRAS GROUP INC | $449.20万 | 0.59% | 257,127 | -11,440 | -4.3% | -$19.99万 | 减仓 |
| SIBN | SI BONE INC | $442.93万 | 0.58% | 271,404 | 58,916 | 27.7% | $96.15万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN | $442.79万 | 0.58% | 148,836 | -789 | -0.5% | -$2.35万 | 减仓 |
| TILE | INTERFACE INC | $442.27万 | 0.58% | 123,401 | 123,401 | — | $442.27万 | 新建仓 |
| GFF | GRIFFON CORP | $438.27万 | 0.57% | 44,937 | -2,139 | -4.5% | -$20.86万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $433.59万 | 0.57% | 94,176 | 31,312 | 49.8% | $144.16万 | 加仓 |
| DAKT | DAKTRONICS INC | $423.33万 | 0.55% | 216,428 | 34,342 | 18.9% | $67.17万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $421.09万 | 0.55% | 278,316 | 66,609 | 31.5% | $100.78万 | 加仓 |
| BMI | BADGER METER INC | $416.07万 | 0.55% | 28,041 | 18,883 | 206.2% | $280.19万 | 加仓 |
| MASS | 908 DEVICES INC | $409.11万 | 0.54% | 470,244 | -20,977 | -4.3% | -$18.25万 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $404.12万 | 0.53% | 103,302 | -4,702 | -4.4% | -$18.39万 | 减仓 |
| PGEN | PRECIGEN INC | $402.59万 | 0.53% | 706,294 | 706,294 | — | $402.59万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $397.60万 | 0.52% | 16,244 | -84 | -0.5% | -$2.06万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $394.45万 | 0.52% | 284,595 | -160,846 | -36.1% | -$222.93万 | 减仓 |
| GMED | GLOBUS MED INC | $392.50万 | 0.51% | 49,677 | -327 | -0.7% | -$2.58万 | 减仓 |
| LTRX | LANTRONIX INC | $389.30万 | 0.51% | 662,070 | 319,581 | 93.3% | $187.91万 | 加仓 |
| — | LEGACY ED INC | $387.96万 | 0.51% | 329,894 | 186,455 | 130.0% | $219.27万 | 加仓 |
| RSKD | RISKIFIED LTD | $387.62万 | 0.51% | 769,085 | -33,947 | -4.2% | -$17.11万 | 减仓 |
| AMTB | AMERANT BANCORP INC | $383.40万 | 0.50% | 150,236 | -6,582 | -4.2% | -$16.80万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $382.80万 | 0.50% | 663,428 | -29,381 | -4.2% | -$16.95万 | 减仓 |
| NUVB | NUVATION BIO INC | $381.15万 | 0.50% | 671,041 | 671,041 | — | $381.15万 | 新建仓 |
| THRM | GENTHERM INC | $368.29万 | 0.48% | 107,970 | -5,168 | -4.6% | -$17.63万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $363.74万 | 0.48% | 130,281 | -5,823 | -4.3% | -$16.26万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $360.52万 | 0.47% | 137,500 | -6,434 | -4.5% | -$16.87万 | 减仓 |
| DLTR | DOLLAR TREE INC | $356.26万 | 0.47% | 29,455 | -159 | -0.5% | -$1.92万 | 减仓 |
| BGC | BGC GROUP INC | $343.67万 | 0.45% | 321,484 | -15,297 | -4.5% | -$16.35万 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $336.52万 | 0.44% | 539,289 | 121,086 | 29.0% | $75.56万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC | $334.59万 | 0.44% | 66,611 | 66,611 | — | $334.59万 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $332.23万 | 0.44% | 808,345 | 424,945 | 110.8% | $174.65万 | 加仓 |
| NPCE | NEUROPACE INC | $331.63万 | 0.43% | 208,703 | -9,035 | -4.1% | -$14.36万 | 减仓 |
| — | FREIGHTCAR AMER INC | $328.88万 | 0.43% | 337,662 | -14,681 | -4.2% | -$14.30万 | 减仓 |
| NOVT | NOVANTA INC | $321.41万 | 0.42% | 19,811 | -892 | -4.3% | -$14.47万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $318.15万 | 0.42% | 4,169 | 4,169 | — | $318.15万 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $314.87万 | 0.41% | 322,278 | 132,638 | 69.9% | $129.59万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $301.78万 | 0.40% | 54,375 | -307 | -0.6% | -$1.70万 | 减仓 |
| IBEX | IBEX LTD | $298.10万 | 0.39% | 98,156 | 40,398 | 69.9% | $122.69万 | 加仓 |
| — | DOCEBO INC | $295.52万 | 0.39% | 165,095 | -7,272 | -4.2% | -$13.02万 | 减仓 |
| EVR | EVERCORE INC | $292.72万 | 0.38% | 8,573 | -366 | -4.1% | -$12.50万 | 减仓 |
| — | BRC INC | $291.37万 | 0.38% | 2,624,990 | 2,624,990 | — | $291.37万 | 新建仓 |