G2 Investment Partners Management LLC
New York NY · SEC CIK 0001593404
$4.06亿2026Q1 申报市值
71持仓数
36.7%前十大占比 · 第一大 5.1%
28 / 24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
UCTT 新建仓+$1,125.09万
NOVT 新建仓+$1,015.16万
MITK 新建仓+$673.65万
ALGM 新建仓+$657.62万
XMTR 加仓+$589.06万
2026Q1 卖出最多 按季末市值估算
PGY 清仓-$1,045.00万
BRZE 清仓-$995.19万
VIAV 减仓-$835.37万
AEIS 减仓-$785.19万
PEGA 清仓-$750.05万
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 |
|---|---|---|---|---|---|---|---|---|
| DAVE | DAVE INC | $2,086.29万 | 5.14% | 119,840 | -12,828 | -9.7% | -$223.32万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,910.23万 | 4.70% | 573,988 | -251,012 | -30.4% | -$835.37万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1,885.53万 | 4.64% | 58,428 | -24,331 | -29.4% | -$785.19万 | 减仓 |
| DY | DYCOM INDS INC | $1,552.98万 | 3.82% | 45,835 | 9,635 | 26.6% | $326.45万 | 加仓 |
| MOD | MODINE MFG CO | $1,512.64万 | 3.72% | 69,800 | -16,293 | -18.9% | -$353.09万 | 减仓 |
| XMTR | XOMETRY INC | $1,494.39万 | 3.68% | 365,914 | 144,235 | 65.1% | $589.06万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,227.57万 | 3.02% | 126,008 | 4,500 | 3.7% | $43.84万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,125.09万 | 2.77% | 180,941 | 180,941 | — | $1,125.09万 | 新建仓 |
| SEZL | SEZZLE INC | $1,059.71万 | 2.61% | 167,437 | -5,563 | -3.2% | -$35.21万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,044.97万 | 2.57% | 25,658 | -835 | -3.2% | -$34.01万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,031.59万 | 2.54% | 58,787 | -15,213 | -20.6% | -$266.96万 | 减仓 |
| AIP | ARTERIS INC | $1,024.22万 | 2.52% | 623,003 | 222,894 | 55.7% | $366.44万 | 加仓 |
| NOVT | NOVANTA INC | $1,015.16万 | 2.50% | 85,950 | 85,950 | — | $1,015.16万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $1,006.84万 | 2.48% | 2,820,285 | -518,586 | -15.5% | -$185.14万 | 减仓 |
| CLS | CELESTICA INC | $968.05万 | 2.38% | 34,367 | -15,483 | -31.1% | -$436.13万 | 减仓 |
| VVX | V2X INC | $889.56万 | 2.19% | 129,863 | 81,863 | 170.5% | $560.76万 | 加仓 |
| FSLY | FASTLY INC | $841.48万 | 2.07% | 289,568 | 59,668 | 26.0% | $173.40万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $811.61万 | 2.00% | 186,921 | 106,542 | 132.5% | $462.61万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $800.14万 | 1.97% | 430,185 | 125,185 | 41.0% | $232.84万 | 加仓 |
| CALX | CALIX INC | $786.50万 | 1.94% | 160,542 | -100,458 | -38.5% | -$492.14万 | 减仓 |
| TREE | LENDINGTREE INC | $751.85万 | 1.85% | 175,339 | 82,872 | 89.6% | $355.36万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $732.70万 | 1.80% | 32,994 | -3,006 | -8.3% | -$66.75万 | 减仓 |
| MITK | MITEK SYS INC | $673.65万 | 1.66% | 499,000 | 499,000 | — | $673.65万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $657.62万 | 1.62% | 208,569 | 208,569 | — | $657.62万 | 新建仓 |
| AIR | AAR CORP | $651.01万 | 1.60% | 59,475 | 3,475 | 6.2% | $38.04万 | 加仓 |
| IBEX | IBEX LTD | $561.92万 | 1.38% | 209,516 | 110,021 | 110.6% | $295.08万 | 加仓 |
| PTRN | PATTERN GROUP INC | $558.39万 | 1.37% | 449,230 | 449,230 | — | $558.39万 | 新建仓 |
| SITM | SITIME CORP | $533.60万 | 1.31% | 15,451 | -12,037 | -43.8% | -$415.70万 | 减仓 |
| ARX | ACCELERANT HOLDINGS | $498.08万 | 1.23% | 372,811 | 279,470 | 299.4% | $373.37万 | 加仓 |
| FEIM | FREQUENCY ELECTRS INC | $496.99万 | 1.22% | 112,289 | 71,289 | 173.9% | $315.53万 | 加仓 |
| CHYM | CHIME FINL INC | $486.98万 | 1.20% | 260,000 | -110,846 | -29.9% | -$207.61万 | 减仓 |
| ALLT | ALLOT LTD | $464.27万 | 1.14% | 697,100 | -342,900 | -33.0% | -$228.37万 | 减仓 |
| RNG | RINGCENTRAL INC | $445.33万 | 1.10% | 119,744 | 119,744 | — | $445.33万 | 新建仓 |
| WULF | TERAWULF INC | $417.52万 | 1.03% | 289,342 | 289,342 | — | $417.52万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $401.39万 | 0.99% | 282,073 | 127,073 | 82.0% | $180.82万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $388.71万 | 0.96% | 98,023 | 98,023 | — | $388.71万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $377.34万 | 0.93% | 623,700 | -746,300 | -54.5% | -$451.51万 | 减仓 |
| NET | CLOUDFLARE INC | $356.20万 | 0.88% | 17,263 | 17,263 | — | $356.20万 | 新建仓 |
| SMTC | SEMTECH CORP | $345.22万 | 0.85% | 44,898 | 44,898 | — | $345.22万 | 新建仓 |
| REAL | THE REALREAL INC | $329.17万 | 0.81% | 362,525 | 362,525 | — | $329.17万 | 新建仓 |
| — | RANK ONE COMPUTING CORP | $314.15万 | 0.77% | 449,421 | 449,421 | — | $314.15万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $312.46万 | 0.77% | 199,398 | 199,398 | — | $312.46万 | 新建仓 |
| LGN | LEGENCE CORP | $309.77万 | 0.76% | 54,866 | 54,866 | — | $309.77万 | 新建仓 |
| FROG | JFROG LTD | $306.43万 | 0.75% | 65,295 | -70,243 | -51.8% | -$329.65万 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $286.93万 | 0.71% | 256,183 | 256,183 | — | $286.93万 | 新建仓 |
| KN | KNOWLES CORP | $284.34万 | 0.70% | 110,725 | 110,725 | — | $284.34万 | 新建仓 |
| ALNT | ALLIENT INC | $274.04万 | 0.67% | 46,377 | 46,377 | — | $274.04万 | 新建仓 |
| HUT | HUT 8 CORP | $272.08万 | 0.67% | 58,000 | -7,108 | -10.9% | -$33.34万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $264.07万 | 0.65% | 146,703 | 146,703 | — | $264.07万 | 新建仓 |
| PRCH | PORCH GROUP INC | $258.30万 | 0.64% | 360,255 | -538,745 | -59.9% | -$386.28万 | 减仓 |
| — | 1STDIBS COM INC | $247.50万 | 0.61% | 450,000 | -226,850 | -33.5% | -$124.77万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $246.42万 | 0.61% | 90,000 | 90,000 | — | $246.42万 | 新建仓 |
| DCO | DUCOMMUN INC DEL | $244.00万 | 0.60% | 20,000 | 20,000 | — | $244.00万 | 新建仓 |
| DIOD | DIODES INC | $238.91万 | 0.59% | 35,000 | 35,000 | — | $238.91万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $237.34万 | 0.58% | 31,000 | -15,196 | -32.9% | -$116.34万 | 重新持有 |
| ALAB | ASTERA LABS INC | $235.79万 | 0.58% | 21,514 | -47,559 | -68.9% | -$521.25万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $234.25万 | 0.58% | 69,000 | 69,000 | — | $234.25万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $230.40万 | 0.57% | 800,000 | -604,079 | -43.0% | -$173.97万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $204.72万 | 0.50% | 52,600 | 52,600 | — | $204.72万 | 新建仓 |
| AMPL | AMPLITUDE INC | $184.14万 | 0.45% | 270,000 | -14,481 | -5.1% | -$9.88万 | 减仓 |
| CAMT | CAMTEK LTD | $181.93万 | 0.45% | 12,000 | -11,362 | -48.6% | -$172.26万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $177.20万 | 0.44% | 400,000 | -204,000 | -33.8% | -$90.37万 | 减仓 |
| NAVN | NAVAN INC | $151.86万 | 0.37% | 114,700 | 114,700 | — | $151.86万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $146.62万 | 0.36% | 32,000 | -34,892 | -52.2% | -$159.88万 | 减仓 |
| UPWK | UPWORK INC | $131.52万 | 0.32% | 120,000 | 120,000 | — | $131.52万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $123.04万 | 0.30% | 6,000 | 6,000 | — | $123.04万 | 新建仓 |
| KRNT | KORNIT DIGITAL LTD | $95.29万 | 0.23% | 65,000 | -58,120 | -47.2% | -$85.20万 | 减仓 |
| AEHR | AEHR TEST SYS | $92.70万 | 0.23% | 25,000 | 25,000 | — | $92.70万 | 新建仓 |
| IBTA | IBOTTA INC | $44.95万 | 0.11% | 15,000 | 15,000 | — | $44.95万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $41.34万 | 0.10% | 30,000 | -292,071 | -90.7% | -$402.47万 | 减仓 |
| — | GAMBLING COM GROUP LIMITED | $38.80万 | 0.10% | 100,000 | -130,000 | -56.5% | -$50.44万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,045.00万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | -290,227 | -100.0% | -$995.19万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -125,594 | -100.0% | -$750.05万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAX | MEDIAALPHA INC | $0 | 0.00% | 0 | -496,916 | -100.0% | -$643.51万 | 清仓 |
| — | OPTIMIZERX CORP | $0 | 0.00% | 0 | -310,000 | -100.0% | -$380.06万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -47,971 | -100.0% | -$346.16万 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $0 | 0.00% | 0 | -103,000 | -100.0% | -$269.14万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -85,100 | -100.0% | -$268.83万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -144,800 | -100.0% | -$262.52万 | 清仓 |
| HIPO | HIPPO HLDGS INC | $0 | 0.00% | 0 | -85,860 | -100.0% | -$258.27万 | 清仓 |
| NPKI | NPK INTERNATIONAL INC | $0 | 0.00% | 0 | -210,823 | -100.0% | -$251.30万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -33,078 | -100.0% | -$234.32万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -34,653 | -100.0% | -$222.26万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -55,000 | -100.0% | -$220.99万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -48,000 | -100.0% | -$219.94万 | 清仓 |
| TDUP | THREDUP INC | $0 | 0.00% | 0 | -340,000 | -100.0% | -$217.26万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -30,450 | -100.0% | -$182.24万 | 清仓 |
| OPRA | OPERA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $0 | 0.00% | 0 | -130,292 | -100.0% | -$140.72万 | 清仓 |
| GHM | GRAHAM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$109.50万 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | -37,000 | -100.0% | -$99.90万 | 清仓 |
| LAW | CS DISCO INC | $0 | 0.00% | 0 | -85,013 | -100.0% | -$65.97万 | 清仓 |
| SEZL | SEZZLE INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$63.48万 | 清仓 |
| HAPN | LENDINGCLUB CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$47.35万 | 清仓 |
| TATT | TAT TECHNOLOGIES LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$44.66万 | 清仓 |