North Run Capital, LP 13F 持仓 · 最近申报 2022年Q4
North Run Capital 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 4,353.64 万美元。前几大持仓：AIOT（16.65%）、SQNS（9.69%）、LNSR（7.45%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AIOT | POWERFLEET INC | $7.2M | 16.65% | 2.7M | 增持 |
| 2 | SQNS | SEQUANS COMMUNICATIONS S A | $4.2M | 9.69% | 1.3M | 增持 |
| 3 | LNSR | LENSAR INC | $3.2M | 7.45% | 1.1M | 增持 |
| 4 | VRNS | VARONIS SYS INC | $2.9M | 6.71% | 122,000 | 增持 |
| 5 | AIRG | AIRGAIN INC | $2.6M | 5.92% | 395,801 | 减持 |
| 6 | MXCT | MAXCYTE INC | $2.5M | 5.67% | 451,960 | 减持 |
| 7 | SUMO | SUMO LOGIC INC | $2.5M | 5.67% | 304,510 | 增持 |
| 8 | SILC | SILICOM LTD | $2.4M | 5.56% | 57,422 | 减持 |
| 9 | SMWB | SIMILARWEB LTD | $2.4M | 5.54% | 375,000 | 新建仓 |
| 10 | PEGA | PEGASYSTEMS INC | $2.3M | 5.19% | 65,930 | 增持 |
| 11 | SCU | SCULPTOR CAP MGMT | $1.9M | 4.46% | 224,106 | 减持 |
| 12 | OLO | OLO INC | $1.2M | 2.72% | 189,520 | 减持 |
| 13 | CSTM | CONSTELLIUM SE | $1.1M | 2.53% | 93,220 | 增持 |
| 14 | SMTI | SANARA MEDTECH INC | $1.1M | 2.51% | 24,000 | 持平 |
| 15 | KLR | KALEYRA INC | $986,129 | 2.27% | 1.3M | 增持 |
| 16 | SFE | SAFEGUARD SCIENTIFICS INC | $860,957 | 1.98% | 277,728 | 增持 |
| 17 | CYBR | CYBERARK SOFTWARE LTD | $818,740 | 1.88% | 6,315 | 持平 |
| 18 | NEWR | NEW RELIC INC | $801,590 | 1.84% | 14,200 | 持平 |
| 19 | STXS | STEREOTAXIS INC | $668,093 | 1.53% | 322,750 | 增持 |
| 20 | MX | MAGNACHIP SEMICONDUCTOR CORP | $592,603 | 1.36% | 63,110 | 持平 |
| 21 | CHRA | CHARAH SOLUTIONS INC | $499,608 | 1.15% | 92,520 | 新建仓 |
| 22 | BKD | BROOKDALE SR LIVING INC | $400,355 | 0.92% | 146,650 | 持平 |
| 23 | IVC | INVACARE CORP | $186,367 | 0.43% | 443,730 | 持平 |
| 24 | PFSW | PFSWEB INC | $168,080 | 0.39% | 27,330 | 减持 |
| 25 | KLR.WS | KALEYRA INC | $2,705 | 0.01% | 40,372 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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