S SQUARED TECHNOLOGY, LLC
RYE NY · SEC CIK 0001322924
$2.64亿2026Q1 申报市值
35持仓数
63.4%前十大占比 · 第一大 12.0%
5 / 2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
SYM 加仓+$558.60万
AMBQ 新建仓+$489.84万
GTX 新建仓+$445.17万
TREE 新建仓+$389.21万
PUBM 加仓+$323.46万
2026Q1 卖出最多 按季末市值估算
SLAB 减仓-$1,457.05万
AMBA 清仓-$910.66万
ATI 减仓-$363.65万
KRYS 减仓-$258.32万
MNTN 清仓-$185.79万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -128,551 | -100.0% | -$910.66万 | 清仓 |
| MNTN | MNTN INC | $0 | 0.00% | 0 | -155,600 | -100.0% | -$185.79万 | 清仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS | $22.21万 | 0.08% | 1,000 | 1,000 | — | $22.21万 | 新建仓 |
| AMPL | AMPLITUDE INC | $102.57万 | 0.39% | 150,402 | 150,402 | — | $102.57万 | 新建仓 |
| — | DOCGO INC | $129.30万 | 0.49% | 2,055,271 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC | $155.08万 | 0.59% | 934,236 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $184.38万 | 0.70% | 1,511,288 | 194,965 | 14.8% | $23.79万 | 加仓 |
| — | GAIA INC-CLASS A | $200.36万 | 0.76% | 723,305 | 0 | 0.0% | — | 不变 |
| — | CANTALOUPE INC | $213.85万 | 0.81% | 197,822 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $219.68万 | 0.83% | 762,794 | 109,223 | 16.7% | $31.46万 | 加仓 |
| CXM | SPRINKLR INC | $271.00万 | 1.03% | 451,661 | -120,000 | -21.0% | -$72.00万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $343.45万 | 1.30% | 399,360 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $344.09万 | 1.30% | 223,148 | 147,101 | 193.4% | $226.83万 | 加仓 |
| GDYN | GRID DYNAMICS HOLDINGS INC | $362.94万 | 1.37% | 636,737 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $389.21万 | 1.47% | 90,768 | 90,768 | — | $389.21万 | 新建仓 |
| SMWB | SIMILARWEB LTD | $417.60万 | 1.58% | 1,600,000 | 824,839 | 106.4% | $215.28万 | 加仓 |
| CMRC | COMMERCE.COM-SER 1 | $426.97万 | 1.62% | 1,599,142 | 391,356 | 32.4% | $104.49万 | 加仓 |
| GTX | GARRETT MOTION INC | $445.17万 | 1.68% | 245,000 | 245,000 | — | $445.17万 | 新建仓 |
| MGNI | MAGNITE INC | $478.60万 | 1.81% | 402,862 | 0 | 0.0% | — | 不变 |
| AMBQ | AMBIQ MICRO INC | $489.84万 | 1.85% | 192,773 | 192,773 | — | $489.84万 | 新建仓 |
| FTK | FLOTEK INDUSTRIES INC | $515.42万 | 1.95% | 303,726 | 40,000 | 15.2% | $67.88万 | 加仓 |
| PUBM | PUBMATIC INC-CLASS A | $553.29万 | 2.09% | 676,399 | 395,427 | 140.7% | $323.46万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $582.82万 | 2.21% | 28,000 | -70,000 | -71.4% | -$1,457.05万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $654.25万 | 2.48% | 459,767 | -60,000 | -11.5% | -$85.38万 | 减仓 |
| — | SEMRUSH HOLDINGS INC-A | $656.79万 | 2.49% | 550,079 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $700.93万 | 2.65% | 136,900 | 6,900 | 5.3% | $35.33万 | 加仓 |
| ATI | ATI INC | $800.03万 | 3.03% | 55,000 | -25,000 | -31.2% | -$363.65万 | 减仓 |
| FIVN | FIVE9 INC | $811.89万 | 3.07% | 535,195 | 105,000 | 24.4% | $159.28万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,154.92万 | 4.37% | 126,000 | 15,000 | 13.5% | $137.49万 | 加仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $1,230.22万 | 4.66% | 174,475 | -10,000 | -5.4% | -$70.51万 | 减仓 |
| DAVE | DAVE INC | $1,306.37万 | 4.94% | 75,040 | 13,689 | 22.3% | $238.31万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,442.34万 | 5.46% | 457,451 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $1,688.38万 | 6.39% | 296,103 | -10,000 | -3.3% | -$57.02万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $1,763.72万 | 6.68% | 153,916 | 10,000 | 6.9% | $114.59万 | 加仓 |
| SYM | SYMBOTIC INC | $1,963.75万 | 7.43% | 369,126 | 105,000 | 39.8% | $558.60万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,227.11万 | 8.43% | 86,215 | -10,000 | -10.4% | -$258.32万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,172.20万 | 12.01% | 341,979 | -14,394 | -4.0% | -$133.52万 | 减仓 |