Kent Lake Capital LLC 13F 持仓 · 最近申报 2024年Q2
Kent Lake Capital 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 2.22 亿美元。前几大持仓：ZIMV（10.29%）、KD（5.93%）、SIBN（4.66%）。本季前 25 大持仓中：新建仓 7 只、增持 12 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZIMV | ZIMVIE INC | $22.8M | 10.29% | 1.2M | 增持 |
| 2 | KD | KYNDRYL HLDGS INC | $13.2M | 5.93% | 500,000 | 增持 |
| 3 | SIBN | SI-BONE INC | $10.3M | 4.66% | 800,000 | 增持 |
| 4 | ENSG | ENSIGN GROUP INC | $9.9M | 4.46% | 80,000 | 持平 |
| 5 | PNTG | PENNANT GROUP INC | $9.9M | 4.44% | 425,000 | 减持 |
| 6 | TALK | TALKSPACE INC | $9.2M | 4.15% | 4.0M | 新建仓 |
| 7 | INNV | INNOVAGE HLDG CORP | $8.8M | 3.95% | 1.8M | 增持 |
| 8 | NPCE | NEUROPACE INC | $8.7M | 3.90% | 1.1M | 增持 |
| 9 | UEIC | UNIVERSAL ELECTRS INC | $8.2M | 3.71% | 708,879 | 增持 |
| 10 | EHAB | ENHABIT INC | $7.9M | 3.55% | 883,785 | 增持 |
| 11 | VMD | VIEMED HEALTHCARE INC | $7.5M | 3.36% | 1.1M | 增持 |
| 12 | FVRR | FIVERR INTL LTD | $7.0M | 3.17% | 300,000 | 减持 |
| 13 | ADV | ADVANTAGE SOLUTIONS INC | $6.0M | 2.71% | 1.9M | 增持 |
| 14 | CCSI | CONSENSUS CLOUD SOLUTIONS IN | $5.8M | 2.63% | 340,017 | 增持 |
| 15 | ATRC | ATRICURE INC | $5.7M | 2.57% | 250,000 | 新建仓 |
| 16 | VMEO | VIMEO INC | $5.6M | 2.52% | 1.5M | 增持 |
| 17 | NVRO | NEVRO CORP | $5.4M | 2.43% | 639,775 | 新建仓 |
| 18 | LUCK | BOWLERO CORP | $5.1M | 2.29% | 350,000 | 持平 |
| 19 | AHCO | ADAPTHEALTH CORP | $5.0M | 2.25% | 500,000 | 新建仓 |
| 20 | TMCI | TREACE MED CONCEPTS INC | $5.0M | 2.25% | 750,000 | 新建仓 |
| 21 | EB | EVENTBRITE INC | $4.8M | 2.18% | 1.0M | 新建仓 |
| 22 | SILC | SILICOM LTD | $4.8M | 2.15% | 315,000 | 持平 |
| 23 | VCEL | VERICEL CORP | $4.6M | 2.07% | 100,000 | 减持 |
| 24 | ANGO | ANGIODYNAMICS INC | $4.5M | 2.05% | 750,000 | 新建仓 |
| 25 | CDXS | CODEXIS INC | $4.0M | 1.82% | 1.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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