G2 Investment Partners Management LLC
New York NY · SEC CIK 0001593404
$5.49亿2026Q2 申报市值
73持仓数
35.0%前十大占比 · 第一大 5.6%
11 / 14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
BAND 新建仓+$2,322.72万
NAVN 加仓+$1,321.93万
LFUS 新建仓+$1,251.02万
TWLO 新建仓+$1,238.06万
FLYW 新建仓+$1,043.28万
2026Q2 卖出最多 按季末市值估算
VPG 减仓-$2,466.81万
DAVE 减仓-$2,341.69万
AIP 减仓-$2,136.10万
UCTT 减仓-$1,942.66万
STRL 减仓-$1,305.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -208,569 | -100.0% | -$657.62万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -362,525 | -100.0% | -$329.17万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -58,000 | -100.0% | -$272.08万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$237.34万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -21,514 | -100.0% | -$235.79万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -69,000 | -100.0% | -$234.25万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -270,000 | -100.0% | -$184.14万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -12,000 | -100.0% | -$181.93万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -32,000 | -100.0% | -$146.62万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -120,000 | -100.0% | -$131.52万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$123.04万 | 清仓 |
| AEHR | AEHR TEST SYS | $0 | 0.00% | 0 | -25,000 | -100.0% | -$92.70万 | 清仓 |
| IBTA | IBOTTA INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$44.95万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -30,000 | -100.0% | -$41.34万 | 清仓 |
| — | GAMBLING COM GROUP LIMITED | $12.82万 | 0.02% | 67,500 | -32,500 | -32.5% | -$6.17万 | 减仓 |
| CHYM | CHIME FINL INC | $36.86万 | 0.07% | 18,000 | -242,000 | -93.1% | -$495.62万 | 减仓 |
| — | 1STDIBS COM INC | $47.28万 | 0.09% | 96,498 | -353,502 | -78.6% | -$173.22万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $69.60万 | 0.13% | 120,000 | -503,700 | -80.8% | -$292.15万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $95.69万 | 0.17% | 35,000 | -57,900 | -62.3% | -$158.30万 | 重新持有 |
| GHM | GRAHAM CORP | $105.22万 | 0.19% | 8,500 | -11,914 | -58.4% | -$147.48万 | 重新持有 |
| GENI | GENIUS SPORTS LIMITED | $110.78万 | 0.20% | 182,800 | -217,200 | -54.3% | -$131.62万 | 减仓 |
| — | RANK ONE COMPUTING CORP | $121.30万 | 0.22% | 230,168 | -219,253 | -48.8% | -$115.55万 | 减仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $130.25万 | 0.24% | 71,800 | 71,800 | — | $130.25万 | 新建仓 |
| AGYS | AGILYSYS INC | $130.62万 | 0.24% | 12,500 | 158 | 1.3% | $1.65万 | 重新持有 |
| IBEX | IBEX LTD | $175.34万 | 0.32% | 57,736 | -151,780 | -72.4% | -$460.96万 | 减仓 |
| FSLY | FASTLY INC | $192.78万 | 0.35% | 105,000 | -184,568 | -63.7% | -$338.87万 | 减仓 |
| ALNT | ALLIENT INC | $205.86万 | 0.38% | 20,000 | -26,377 | -56.9% | -$271.50万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $207.48万 | 0.38% | 54,372 | -35,628 | -39.6% | -$135.96万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $208.18万 | 0.38% | 70,000 | 70,000 | — | $208.18万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $225.75万 | 0.41% | 175,000 | -625,000 | -78.1% | -$806.25万 | 减仓 |
| AZZ | AZZ INC | $232.57万 | 0.42% | 15,000 | 15,000 | — | $232.57万 | 新建仓 |
| KN | KNOWLES CORP | $248.88万 | 0.45% | 60,000 | -50,725 | -45.8% | -$210.41万 | 减仓 |
| — | ENERGOUS CORP | $276.57万 | 0.50% | 115,000 | 115,000 | — | $276.57万 | 新建仓 |
| WULF | TERAWULF INC | $284.05万 | 0.52% | 115,000 | -174,342 | -60.3% | -$430.62万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $291.39万 | 0.53% | 33,000 | 33,000 | — | $291.39万 | 新建仓 |
| DSP | VIANT TECHNOLOGY INC | $305.78万 | 0.56% | 241,533 | -14,650 | -5.7% | -$18.55万 | 减仓 |
| RBRK | RUBRIK INC. | $313.89万 | 0.57% | 39,100 | 39,100 | — | $313.89万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $315.86万 | 0.58% | 85,000 | 32,400 | 61.6% | $120.40万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $319.86万 | 0.58% | 17,270 | -2,730 | -13.7% | -$50.56万 | 减仓 |
| NET | CLOUDFLARE INC | $331.13万 | 0.60% | 13,500 | -3,763 | -21.8% | -$92.30万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $335.32万 | 0.61% | 22,368 | -164,553 | -88.0% | -$2,466.81万 | 减仓 |
| RNG | RINGCENTRAL INC | $367.61万 | 0.67% | 94,308 | -25,436 | -21.2% | -$99.15万 | 减仓 |
| SITM | SITIME CORP | $372.78万 | 0.68% | 5,000 | -10,451 | -67.6% | -$779.18万 | 减仓 |
| HNGE | HINGE HEALTH INC | $373.50万 | 0.68% | 45,000 | -105,000 | -70.0% | -$871.50万 | 重新持有 |
| CLS | CELESTICA INC | $443.93万 | 0.81% | 12,169 | -22,198 | -64.6% | -$809.78万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $444.84万 | 0.81% | 330,000 | 47,927 | 17.0% | $64.61万 | 加仓 |
| OPRA | OPERA LTD | $446.18万 | 0.81% | 225,000 | 115,151 | 104.8% | $228.34万 | 重新持有 |
| LGN | LEGENCE CORP | $511.38万 | 0.93% | 60,000 | 5,134 | 9.4% | $43.76万 | 加仓 |
| CALX | CALIX INC | $597.12万 | 1.09% | 160,000 | -542 | -0.3% | -$2.02万 | 减仓 |
| FROG | JFROG LTD | $599.81万 | 1.09% | 66,000 | 705 | 1.1% | $6.41万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $604.59万 | 1.10% | 64,181 | -33,842 | -34.5% | -$318.79万 | 减仓 |
| ALLT | ALLOT LTD | $627.39万 | 1.14% | 708,913 | 11,813 | 1.7% | $10.45万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $637.38万 | 1.16% | 44,700 | -136,241 | -75.3% | -$1,942.66万 | 减仓 |
| TREE | LENDINGTREE INC | $690.89万 | 1.26% | 155,992 | -19,347 | -11.0% | -$85.69万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $723.97万 | 1.32% | 129,605 | 129,605 | — | $723.97万 | 新建仓 |
| ARX | ACCELERANT HOLDINGS | $750.08万 | 1.37% | 640,000 | 267,189 | 71.7% | $313.15万 | 加仓 |
| VVX | V2X INC | $786.23万 | 1.43% | 105,449 | -24,414 | -18.8% | -$182.03万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $797.40万 | 1.45% | 300,000 | -130,185 | -30.3% | -$346.03万 | 减仓 |
| MOD | MODINE MFG CO | $827.76万 | 1.51% | 31,000 | -38,800 | -55.6% | -$1,036.04万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $847.75万 | 1.54% | 10,100 | -15,558 | -60.6% | -$1,305.88万 | 减仓 |
| AIP | ARTERIS INC | $891.07万 | 1.62% | 183,386 | -439,617 | -70.6% | -$2,136.10万 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $913.75万 | 1.66% | 1,250,000 | -1,570,285 | -55.7% | -$1,147.88万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $925.46万 | 1.69% | 569,514 | 504,514 | 776.2% | $819.84万 | 加仓 |
| PTRN | PATTERN GROUP INC | $944.74万 | 1.72% | 375,045 | -74,185 | -16.5% | -$186.87万 | 减仓 |
| AIR | AAR CORP | $1,029.10万 | 1.87% | 72,000 | 12,525 | 21.1% | $179.02万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $1,043.28万 | 1.90% | 593,786 | 593,786 | — | $1,043.28万 | 新建仓 |
| NOVT | NOVANTA INC | $1,065.67万 | 1.94% | 65,685 | -20,265 | -23.6% | -$328.78万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,068.62万 | 1.95% | 41,000 | -17,787 | -30.3% | -$463.60万 | 减仓 |
| PRCH | PORCH GROUP INC | $1,107.01万 | 2.02% | 736,046 | 375,791 | 104.3% | $565.19万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,113.31万 | 2.03% | 29,269 | -3,725 | -11.3% | -$141.69万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,195.53万 | 2.18% | 222,300 | 75,597 | 51.5% | $406.56万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,224.98万 | 2.23% | 65,500 | -60,508 | -48.0% | -$1,131.62万 | 减仓 |
| TWLO | TWILIO INC | $1,238.06万 | 2.26% | 60,004 | 60,004 | — | $1,238.06万 | 新建仓 |
| MITK | MITEK SYS INC | $1,250.11万 | 2.28% | 621,016 | 122,016 | 24.5% | $245.62万 | 加仓 |
| LFUS | LITTELFUSE INC | $1,251.02万 | 2.28% | 27,475 | 27,475 | — | $1,251.02万 | 新建仓 |
| DY | DYCOM INDS INC | $1,263.97万 | 2.30% | 25,000 | -20,835 | -45.5% | -$1,053.40万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $1,344.62万 | 2.45% | 202,655 | 90,366 | 80.5% | $599.58万 | 加仓 |
| DIOD | DIODES INC | $1,421.95万 | 2.59% | 129,930 | 94,930 | 271.2% | $1,038.91万 | 加仓 |
| SMTC | SEMTECH CORP | $1,425.62万 | 2.60% | 88,083 | 43,185 | 96.2% | $698.95万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $1,488.49万 | 2.71% | 664,208 | 464,810 | 233.1% | $1,041.64万 | 加仓 |
| NAVN | NAVAN INC | $1,584.25万 | 2.89% | 692,719 | 578,019 | 503.9% | $1,321.93万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,780.60万 | 3.24% | 372,900 | -201,088 | -35.0% | -$960.20万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1,976.21万 | 3.60% | 53,000 | -5,428 | -9.3% | -$202.39万 | 减仓 |
| SEZL | SEZZLE INC | $2,040.80万 | 3.72% | 118,907 | -48,530 | -29.0% | -$832.92万 | 减仓 |
| DAVE | DAVE INC | $2,123.43万 | 3.87% | 56,991 | -62,849 | -52.4% | -$2,341.69万 | 减仓 |
| BAND | BANDWIDTH INC | $2,322.72万 | 4.23% | 366,938 | 366,938 | — | $2,322.72万 | 新建仓 |
| XMTR | XOMETRY INC | $3,073.43万 | 5.60% | 318,424 | -47,490 | -13.0% | -$458.37万 | 减仓 |