Potomac Capital Management, Inc. 13F 持仓 · 2026年Q2
Potomac Capital Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 62 只证券,申报市值合计 1.47 亿美元。前几大持仓:ECHO(11.79%)、ATEX(11.60%)、LSAK(5.14%)。本季前 25 大持仓中:新建仓 3 只、增持 10 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ECHO | ECHOSTAR HOLDING CORP-A | $17.3M | 11.79% | 166,277 | 减持 |
| 2 | ATEX | ANTERIX INC | $17.0M | 11.60% | 165,071 | 减持 |
| 3 | LSAK | LESAKA TECHNOLOGIES INC | $7.5M | 5.14% | 1.5M | 增持 |
| 4 | DSP | VIANT TECHNOLOGY INC-A | $6.9M | 4.74% | 548,100 | 增持 |
| 5 | PESI | PERMA-FIX ENVIRONMENTAL SVCS | $6.8M | 4.65% | 477,000 | 增持 |
| 6 | CONX | CONX CORP | $6.7M | 4.56% | 1.0M | 减持 |
| 7 | WYY | WIDEPOINT CORP | $5.2M | 3.57% | 299,162 | 增持 |
| 8 | XPER | XPERI INC-W/I | $5.1M | 3.51% | 624,300 | 增持 |
| 9 | INSE | INSPIRED ENTERTAINMENT INC | $5.1M | 3.47% | 616,800 | 增持 |
| 10 | IWM | ISHARES RUSSELL 2000 | $4.1M | 2.77% | 13,500 | 新建仓 |
| 11 | DUOT | DUOS TECHNOLOGIES GROUP INC | $3.8M | 2.57% | 313,300 | 减持 |
| 12 | QQQ | INVESCO QQQ TRUST SERIES | $3.7M | 2.51% | 5,000 | 新建仓 |
| 13 | CLAR | CLARUS CORPORATION | $3.6M | 2.43% | 1.1M | 持平 |
| 14 | AIOT | POWERFLEET INC | $3.5M | 2.38% | 912,000 | 增持 |
| 15 | ALLT | ALLOT COMMUNICATIONS LTD | $3.3M | 2.26% | 373,600 | 增持 |
| 16 | GRPN | GROUPON INC | $3.0M | 2.02% | 123,200 | 减持 |
| 17 | LION | LIONSGATE STUDIOS HOLDING CO | $2.6M | 1.77% | 169,000 | 减持 |
| 18 | KVHI | KVH INDUSTRIES INC | $2.6M | 1.76% | 260,501 | 减持 |
| 19 | FENC | FENNEC PHARMACEUTICALS INC | $2.4M | 1.65% | 224,400 | 持平 |
| 20 | NN | NEXTNAV INC | $2.1M | 1.45% | 118,950 | 增持 |
| 21 | GANX | GAIN THERAPEUTICS INC | $1.9M | 1.31% | 946,400 | 减持 |
| 22 | GPGI | GPGI INC | $1.8M | 1.23% | 113,500 | 持平 |
| 23 | SHMD | SCHMID GROUP NV | $1.8M | 1.23% | 288,200 | 新建仓 |
| 24 | CODI | COMPASS DIVERSIFIED | $1.8M | 1.20% | 165,000 | 减持 |
| 25 | CDZI | CADIZ INC | $1.5M | 1.00% | 350,000 | 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