G2 Investment Partners Management LLC 13F 持仓 · 2026年Q2
G2 Investment Partners Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 5.49 亿美元。前几大持仓：XMTR（5.60%）、BAND（4.23%）、DAVE（3.87%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XMTR | XOMETRY INC | $30.7M | 5.60% | 318,424 | 减持 |
| 2 | BAND | BANDWIDTH INC | $23.2M | 4.23% | 366,938 | 新建仓 |
| 3 | DAVE | DAVE INC | $21.2M | 3.87% | 56,991 | 减持 |
| 4 | SEZL | SEZZLE INC | $20.4M | 3.72% | 118,907 | 减持 |
| 5 | AEIS | ADVANCED ENERGY INDS | $19.8M | 3.60% | 53,000 | 减持 |
| 6 | VIAV | VIAVI SOLUTIONS INC | $17.8M | 3.24% | 372,900 | 减持 |
| 7 | NAVN | NAVAN INC | $15.8M | 2.89% | 692,719 | 增持 |
| 8 | RELY | REMITLY GLOBAL INC | $14.9M | 2.71% | 664,208 | 增持 |
| 9 | SMTC | SEMTECH CORP | $14.3M | 2.60% | 88,083 | 增持 |
| 10 | DIOD | DIODES INC | $14.2M | 2.59% | 129,930 | 增持 |
| 11 | FEIM | FREQUENCY ELECTRS INC | $13.4M | 2.45% | 202,655 | 增持 |
| 12 | DY | DYCOM INDS INC | $12.6M | 2.30% | 25,000 | 减持 |
| 13 | LFUS | LITTELFUSE INC | $12.5M | 2.28% | 27,475 | 新建仓 |
| 14 | MITK | MITEK SYS INC | $12.5M | 2.28% | 621,016 | 增持 |
| 15 | TWLO | TWILIO INC | $12.4M | 2.26% | 60,004 | 新建仓 |
| 16 | TTMI | TTM TECHNOLOGIES INC | $12.2M | 2.23% | 65,500 | 减持 |
| 17 | VSH | VISHAY INTERTECHNOLOGY INC | $12.0M | 2.18% | 222,300 | 增持 |
| 18 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $11.1M | 2.03% | 29,269 | 减持 |
| 19 | PRCH | PORCH GROUP INC | $11.1M | 2.02% | 736,046 | 增持 |
| 20 | TSEM | TOWER SEMICONDUCTOR LTD | $10.7M | 1.95% | 41,000 | 减持 |
| 21 | NOVT | NOVANTA INC | $10.7M | 1.94% | 65,685 | 减持 |
| 22 | FLYW | FLYWIRE CORPORATION | $10.4M | 1.90% | 593,786 | 新建仓 |
| 23 | AIR | AAR CORP | $10.3M | 1.87% | 72,000 | 增持 |
| 24 | PTRN | PATTERN GROUP INC | $9.4M | 1.72% | 375,045 | 减持 |
| 25 | KRNT | KORNIT DIGITAL LTD | $9.3M | 1.69% | 569,514 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR