Nano Cap New Millennium Growth Fund L P 13F 持仓 · 2026年Q2
Nano Cap New Millennium Growth Fund L P 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 1.30 亿美元。前几大持仓：SILC（6.88%）、SPT（3.57%）、SMWB（3.06%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SILC | Silicom Ltd. | $8.9M | 6.88% | 186,500 | 减持 |
| 2 | SPT | Sprout Social, Inc. | $4.6M | 3.57% | 615,000 | 增持 |
| 3 | SMWB | SimilarWeb Ltd. | $4.0M | 3.06% | 650,000 | 增持 |
| 4 | KWEB | KraneShares CSI China Internet Fund | $3.3M | 2.55% | 135,500 | 增持 |
| 5 | THRM | Gentherm Inc. | $3.2M | 2.49% | 95,000 | 减持 |
| 6 | XGN | Exagen Inc. | $3.1M | 2.41% | 675,000 | 增持 |
| 7 | OOMA | Ooma, Inc. | $3.0M | 2.29% | 155,000 | 减持 |
| 8 | U | Unity Software Inc. | $2.9M | 2.20% | 100,000 | 减持 |
| 9 | TOST | Toast, Inc. | $2.3M | 1.80% | 84,000 | 增持 |
| 10 | GDRX | GoodRx Holdings, Inc. | $2.1M | 1.64% | 740,000 | 持平 |
| 11 | PSNL | Personalis, Inc. | $2.1M | 1.62% | 157,500 | 减持 |
| 12 | TBLA | Taboola.com Ltd. | $2.1M | 1.61% | 420,000 | 减持 |
| 13 | BAND | Bandwidth Inc. | $2.1M | 1.58% | 32,500 | 减持 |
| 14 | GRVY | Gravity Co. Ltd. | $2.0M | 1.55% | 30,000 | 增持 |
| 15 | EGHT | 8x8, Inc. | $1.9M | 1.48% | 1.1M | 增持 |
| 16 | DSP | Viant Technology Inc. | $1.9M | 1.46% | 150,000 | 增持 |
| 17 | LTRX | Lantronix Inc. | $1.8M | 1.38% | 305,000 | 增持 |
| 18 | ZS | Zscaler Inc | $1.7M | 1.33% | 12,250 | 增持 |
| 19 | TTWO | Take-Two Interactive Software Inc. | $1.7M | 1.30% | 6,750 | 减持 |
| 20 | CERT | Certara Inc. | $1.6M | 1.26% | 250,000 | 增持 |
| 21 | SIBN | SI-BONE, Inc. | $1.6M | 1.26% | 100,000 | 增持 |
| 22 | INMD | InMode Ltd. | $1.6M | 1.23% | 109,500 | 增持 |
| 23 | MBLY | Mobileye Global Inc. | $1.5M | 1.19% | 160,000 | 增持 |
| 24 | MGNI | Magnite, Inc. | $1.5M | 1.19% | 81,500 | 增持 |
| 25 | HUBS | HubSpot, Inc. | $1.5M | 1.16% | 8,250 | 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