Peapod Lane Capital LLC
Bedford Hills NY · SEC CIK 0002050979
$1.48亿2026Q2 申报市值
61持仓数
32.2%前十大占比 · 第一大 4.1%
7 / 8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
BASSETT FURNITUR 新建仓+$219.49万
PCYO 新建仓+$199.99万
ENGENE THERAPEUT 新建仓+$190.67万
BCYC 加仓+$176.75万
PLAYSTUDIOS INC 新建仓+$149.83万
2026Q2 卖出最多 按季末市值估算
COMMERCIAL VEH G 减仓-$224.93万
FDMT 清仓-$220.96万
FONAR CORP 清仓-$210.97万
KVHI 减仓-$163.35万
TWIN 清仓-$162.26万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HURCO CO | $606.24万 | 4.09% | 264,792 | 19,924 | 8.1% | $45.62万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $604.81万 | 4.08% | 457,149 | 7,128 | 1.6% | $9.43万 | 加仓 |
| ALCO | ALICO INC | $485.85万 | 3.28% | 117,439 | -16,253 | -12.2% | -$67.24万 | 减仓 |
| ACTG | ACACIA RESH CORP | $463.56万 | 3.13% | 994,770 | -96,566 | -8.8% | -$45.00万 | 减仓 |
| FLGT | FULGENT GENETICS INC | $460.07万 | 3.10% | 224,207 | 3,580 | 1.6% | $7.35万 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $454.57万 | 3.07% | 289,906 | 75,385 | 35.1% | $118.20万 | 加仓 |
| LMNR | LIMONEIRA CO | $447.58万 | 3.02% | 340,880 | 92,537 | 37.3% | $121.50万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $443.27万 | 2.99% | 993,875 | -24,601 | -2.4% | -$10.97万 | 减仓 |
| TBI | TRUEBLUE INC | $418.90万 | 2.83% | 601,005 | -39,005 | -6.1% | -$27.19万 | 减仓 |
| ASLE | AERSALE CORPORATION | $383.85万 | 2.59% | 607,358 | 110,484 | 22.2% | $69.83万 | 加仓 |
| — | ASTRONOVA INC | $378.84万 | 2.56% | 133,065 | 2,087 | 1.6% | $5.94万 | 加仓 |
| — | STAR HLDGS | $376.58万 | 2.54% | 412,468 | 6,495 | 1.6% | $5.93万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $359.15万 | 2.42% | 20,648 | 356 | 1.8% | $6.19万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $348.08万 | 2.35% | 195,224 | 3,064 | 1.6% | $5.46万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $307.31万 | 2.07% | 66,748 | 1,069 | 1.6% | $4.92万 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC | $292.20万 | 1.97% | 109,851 | 17,345 | 18.8% | $46.14万 | 加仓 |
| — | UNIFI INC | $276.44万 | 1.87% | 581,977 | 9,174 | 1.6% | $4.36万 | 加仓 |
| MEI | METHODE ELECTRS INC | $273.68万 | 1.85% | 144,272 | 3,630 | 2.6% | $6.89万 | 加仓 |
| — | VERA BRADLEY INC | $266.37万 | 1.80% | 684,766 | -149,341 | -17.9% | -$58.09万 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC | $262.54万 | 1.77% | 807,804 | 207,999 | 34.7% | $67.60万 | 加仓 |
| — | MAXCYTE INC | $261.47万 | 1.76% | 2,125,752 | 793,559 | 59.6% | $97.61万 | 加仓 |
| — | CATO CORP NEW | $252.38万 | 1.70% | 778,940 | 12,115 | 1.6% | $3.93万 | 加仓 |
| KVHI | KVH INDS INC | $247.66万 | 1.67% | 249,907 | -164,831 | -39.7% | -$163.35万 | 减仓 |
| KELYA | KELLY SVCS INC | $236.34万 | 1.59% | 192,461 | 22,512 | 13.2% | $27.64万 | 加仓 |
| — | MEDIFAST INC | $236.15万 | 1.59% | 222,576 | 3,513 | 1.6% | $3.73万 | 加仓 |
| — | RESOURCES CONNECTION INC | $228.21万 | 1.54% | 536,955 | 8,544 | 1.6% | $3.63万 | 加仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $228.10万 | 1.54% | 537,978 | 416,872 | 344.2% | $176.75万 | 加仓 |
| — | LAKELAND INDS INC | $221.99万 | 1.50% | 207,657 | 79,539 | 62.1% | $85.03万 | 加仓 |
| — | UNIVERSAL ELECTRS INC | $220.76万 | 1.49% | 462,801 | 7,310 | 1.6% | $3.49万 | 加仓 |
| — | BASSETT FURNITURE INDS INC | $219.49万 | 1.48% | 123,868 | 123,868 | — | $219.49万 | 新建仓 |
| — | NANO DIMENSION LTD | $210.50万 | 1.42% | 1,451,728 | -308,815 | -17.5% | -$44.78万 | 减仓 |
| SGOV | ISHARES TR | $210.40万 | 1.42% | 20,900 | 899 | 4.5% | $9.05万 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $203.59万 | 1.37% | 440,663 | -486,867 | -52.5% | -$224.93万 | 减仓 |
| — | ARQ INC | $200.91万 | 1.36% | 787,880 | 12,531 | 1.6% | $3.20万 | 加仓 |
| PCYO | PURE CYCLE CORP | $199.99万 | 1.35% | 186,734 | 186,734 | — | $199.99万 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $198.39万 | 1.34% | 2,411,474 | 382,947 | 18.9% | $31.51万 | 加仓 |
| — | ENGENE THERAPEUTICS INC | $190.67万 | 1.29% | 1,102,149 | 1,102,149 | — | $190.67万 | 新建仓 |
| — | SAGA COMMUNICATIONS INC | $190.35万 | 1.28% | 209,865 | 3,313 | 1.6% | $3.00万 | 加仓 |
| — | FUEL TECH INC | $181.35万 | 1.22% | 820,592 | 341,750 | 71.4% | $75.53万 | 加仓 |
| — | INOGEN INC | $169.49万 | 1.14% | 262,775 | 4,130 | 1.6% | $2.66万 | 加仓 |
| — | HOYNE BANCORP INC | $164.44万 | 1.11% | 98,232 | 1,544 | 1.6% | $2.58万 | 加仓 |
| NKTX | NKARTA INC | $155.63万 | 1.05% | 549,923 | -126,289 | -18.7% | -$35.74万 | 减仓 |
| — | WESTWOOD HLDGS GROUP INC | $153.51万 | 1.04% | 80,120 | 1,261 | 1.6% | $2.42万 | 加仓 |
| IPI | INTREPID POTASH INC | $151.36万 | 1.02% | 46,173 | 87 | 0.2% | $2,852 | 加仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $150.75万 | 1.02% | 176,114 | 33,472 | 23.5% | $28.65万 | 加仓 |
| ALTO | ALTO INGREDIENTS INC | $150.13万 | 1.01% | 263,383 | -143,002 | -35.2% | -$81.51万 | 减仓 |
| — | PLAYSTUDIOS INC | $149.83万 | 1.01% | 3,002,579 | 3,002,579 | — | $149.83万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $149.23万 | 1.01% | 1,309,013 | 20,435 | 1.6% | $2.33万 | 加仓 |
| — | IDENTIV INC | $147.98万 | 1.00% | 587,212 | 210,482 | 55.9% | $53.04万 | 加仓 |
| — | OUTSET MED INC | $143.40万 | 0.97% | 331,951 | 331,951 | — | $143.40万 | 新建仓 |
| — | FB BANCORP INC | $134.94万 | 0.91% | 89,599 | 1,401 | 1.6% | $2.11万 | 加仓 |
| — | GAIA INC NEW | $134.57万 | 0.91% | 640,797 | 10,002 | 1.6% | $2.10万 | 加仓 |
| — | DOCGO INC | $129.03万 | 0.87% | 2,500,118 | 1,370,924 | 121.4% | $70.75万 | 加仓 |
| — | LAKE SHORE BANCORP INC | $124.74万 | 0.84% | 70,039 | 1,096 | 1.6% | $1.95万 | 加仓 |
| — | AMREP CORP | $117.94万 | 0.80% | 46,763 | 701 | 1.5% | $1.77万 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $104.60万 | 0.71% | 285,798 | 285,798 | — | $104.60万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $98.39万 | 0.66% | 202,864 | -164,004 | -44.7% | -$79.54万 | 减仓 |
| — | SEER INC | $73.94万 | 0.50% | 445,450 | 6,869 | 1.6% | $1.14万 | 加仓 |
| — | CLARUS CORP NEW | $66.27万 | 0.45% | 210,384 | -320,487 | -60.4% | -$100.95万 | 减仓 |
| — | METAGENOMI THERAPEUTICS INC | $62.48万 | 0.42% | 525,024 | 8,263 | 1.6% | $9,833 | 加仓 |
| — | VIRCO MFG CO | $38.38万 | 0.26% | 62,507 | 62,507 | — | $38.38万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $0 | 0.00% | 0 | -241,480 | -100.0% | -$220.96万 | 清仓 |
| — | FONAR CORP | $0 | 0.00% | 0 | -113,662 | -100.0% | -$210.97万 | 清仓 |
| TWIN | TWIN DISC INC | $0 | 0.00% | 0 | -108,107 | -100.0% | -$162.26万 | 清仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -272,820 | -100.0% | -$144.30万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -126,692 | -100.0% | -$92.45万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -108,878 | -100.0% | -$73.98万 | 清仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $0 | 0.00% | 0 | -40,404 | -100.0% | -$33.65万 | 清仓 |
| — | AN2 THERAPEUTICS INC | $0 | 0.00% | 0 | -59,854 | -100.0% | -$20.69万 | 清仓 |