Kent Lake PR LLC 13F 持仓 · 最近申报 2025年Q3
Kent Lake PR 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 1.98 亿美元。前几大持仓：PNTG（11.02%）、IART（5.44%）、NPCE（5.21%）。本季前 25 大持仓中：新建仓 8 只、增持 7 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PNTG | PENNANT GROUP INC | $21.8M | 11.02% | 865,000 | 增持 |
| 2 | IART | INTEGRA LIFESCIENCES HLDGS C | $10.8M | 5.44% | 752,086 | 新建仓 |
| 3 | NPCE | NEUROPACE INC | $10.3M | 5.21% | 1.0M | 增持 |
| 4 | VYX | NCR VOYIX CORPORATION | $9.4M | 4.75% | 750,000 | 减持 |
| 5 | UPWK | UPWORK INC | $9.3M | 4.69% | 500,000 | 新建仓 |
| 6 | MLAB | MESA LABS INC | $9.0M | 4.55% | 134,516 | 新建仓 |
| 7 | INNV | INNOVAGE HLDG CORP | $9.0M | 4.53% | 1.7M | 增持 |
| 8 | EHAB | ENHABIT INC | $8.6M | 4.37% | 1.1M | 减持 |
| 9 | CDNA | CAREDX INC | $8.0M | 4.04% | 550,000 | 新建仓 |
| 10 | GDOT | GREEN DOT CORP | $6.8M | 3.43% | 506,303 | 新建仓 |
| 11 | FLYW | FLYWIRE CORPORATION | $6.8M | 3.42% | 500,000 | 增持 |
| 12 | BVS | BIOVENTUS INC | $6.7M | 3.38% | 1.0M | 增持 |
| 13 | CCSI | CONSENSUS CLOUD SOLUTIONS IN | $5.9M | 2.97% | 200,000 | 减持 |
| 14 | NVRI | ENVIRI CORP | $5.7M | 2.88% | 450,000 | 减持 |
| 15 | QTRX | QUANTERIX CORP | $5.4M | 2.75% | 1.0M | 减持 |
| 16 | TFX | TELEFLEX INCORPORATED | $4.9M | 2.47% | 40,000 | 新建仓 |
| 17 | VMD | VIEMED HEALTHCARE INC | $4.8M | 2.40% | 700,000 | 减持 |
| 18 | CTRN | CITI TRENDS INC | $4.7M | 2.35% | 150,000 | 减持 |
| 19 | SFIX | STITCH FIX INC | $4.3M | 2.20% | 1.0M | 新建仓 |
| 20 | INGN | INOGEN INC | $4.1M | 2.06% | 500,000 | 减持 |
| 21 | UEIC | UNIVERSAL ELECTRS INC | $4.0M | 2.04% | 867,400 | 减持 |
| 22 | MITK | MITEK SYS INC | $3.9M | 1.97% | 400,000 | 减持 |
| 23 | PDFS | PDF SOLUTIONS INC | $3.9M | 1.96% | 150,000 | 增持 |
| 24 | SIBN | SI-BONE INC | $3.7M | 1.86% | 250,000 | 增持 |
| 25 | TNDM | TANDEM DIABETES CARE INC | $3.0M | 1.53% | 250,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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