325 CAPITAL LLC
NEW YORK NY · SEC CIK 0001873893
$4.19亿2026Q2 申报市值
12持仓数
97.8%前十大占比 · 第一大 17.9%
1 / 1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
MGNI 加仓+$2,671.07万
SPIR 加仓+$2,030.99万
AIOT 加仓+$553.66万
LFCR 加仓+$385.04万
MULTISENSOR AI H 新建仓+$345.03万
2026Q2 卖出最多 按季末市值估算
ASTH 减仓-$1,045.31万
MULTISENSOR AI H 清仓-$612.18万
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 |
|---|---|---|---|---|---|---|---|---|
| ASTH | ASTRANA HEALTH INC | $7,489.85万 | 17.85% | 1,613,843 | -225,233 | -12.2% | -$1,045.31万 | 减仓 |
| MGNI | MAGNITE INC | $6,477.29万 | 15.44% | 3,412,694 | 1,407,307 | 70.2% | $2,671.07万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $6,356.64万 | 15.15% | 1,183,732 | 0 | 0.0% | — | 不变 |
| BLBD | BLUE BIRD CORP | $5,617.14万 | 13.39% | 711,390 | 31,564 | 4.6% | $249.23万 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $5,518.49万 | 13.16% | 2,966,932 | 1,091,932 | 58.2% | $2,030.99万 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC | $3,092.79万 | 7.37% | 2,018,795 | 0 | 0.0% | — | 不变 |
| DBD | DIEBOLD NIXDORF INC | $2,058.20万 | 4.91% | 242,084 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET INC | $2,023.39万 | 4.82% | 5,283,000 | 1,445,590 | 37.7% | $553.66万 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $1,520.34万 | 3.62% | 2,895,881 | 733,415 | 33.9% | $385.04万 | 加仓 |
| — | BIOTE CORP | $859.60万 | 2.05% | 4,548,127 | 0 | 0.0% | — | 不变 |
| — | TRANSACT TECHNOLOGIES INC | $590.88万 | 1.41% | 1,011,789 | 0 | 0.0% | — | 不变 |
| — | MULTISENSOR AI HOLDINGS INC | $345.03万 | 0.82% | 662,244 | 662,244 | — | $345.03万 | 新建仓 |
| — | MULTISENSOR AI HOLDINGS INC | $0 | 0.00% | 0 | -26,489,912 | -100.0% | -$612.18万 | 清仓 |