S Squared Technology, LLC 13F 持仓 · 2026年Q2
S Squared Technology 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 3.22 亿美元。前几大持仓：LSCC（12.10%）、KRYS（8.94%）、PRLB（7.29%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LSCC | LATTICE SEMICONDUCTOR CORP | $39.0M | 12.10% | 254,979 | 减持 |
| 2 | KRYS | KRYSTAL BIOTECH INC | $28.8M | 8.94% | 77,545 | 减持 |
| 3 | PRLB | PROTO LABS INC | $23.5M | 7.29% | 288,120 | 减持 |
| 4 | ALGM | ALLEGRO MICROSYSTEMS INC | $23.1M | 7.18% | 332,451 | 减持 |
| 5 | SYM | SYMBOTIC INC | $21.9M | 6.79% | 487,126 | 增持 |
| 6 | IPGP | IPG PHOTONICS CORP | $19.8M | 6.15% | 168,916 | 增持 |
| 7 | DAVE | DAVE INC | $14.2M | 4.40% | 38,040 | 减持 |
| 8 | KTOS | KRATOS DEFENSE & SECURITY | $12.4M | 3.86% | 249,475 | 增持 |
| 9 | OLED | UNIVERSAL DISPLAY CORP | $11.8M | 3.65% | 136,000 | 增持 |
| 10 | FIVN | FIVE9 INC | $11.0M | 3.41% | 515,195 | 减持 |
| 11 | MGNI | MAGNITE INC | $10.8M | 3.34% | 567,862 | 增持 |
| 12 | AMBQ | AMBIQ MICRO INC | $10.7M | 3.31% | 120,773 | 减持 |
| 13 | SMWB | SIMILARWEB LTD | $10.4M | 3.21% | 1.7M | 增持 |
| 14 | PUBM | PUBMATIC INC-CLASS A | $9.8M | 3.05% | 748,099 | 增持 |
| 15 | ARLO | ARLO TECHNOLOGIES INC | $8.7M | 2.70% | 644,767 | 增持 |
| 16 | ATI | ATI INC | $7.9M | 2.45% | 40,000 | 减持 |
| 17 | GTX | GARRETT MOTION INC | $7.8M | 2.42% | 215,000 | 减持 |
| 18 | FTK | FLOTEK INDUSTRIES INC | $7.3M | 2.26% | 309,807 | 增持 |
| 19 | APPS | DIGITAL TURBINE INC | $5.9M | 1.82% | 454,333 | 减持 |
| 20 | EVER | EVERQUOTE INC | $5.3M | 1.65% | 223,148 | 持平 |
| 21 | TREE | LENDINGTREE INC | $4.8M | 1.49% | 108,268 | 增持 |
| 22 | CMRC | COMMERCE.COM-SER 1 | $4.7M | 1.47% | 1.6M | 持平 |
| 23 | GDYN | GRID DYNAMICS HOLDINGS INC | $3.6M | 1.12% | 636,737 | 持平 |
| 24 | TENB | TENABLE HOLDINGS INC | $3.3M | 1.03% | 90,000 | 新建仓 |
| 25 | ASUR | ASURE SOFTWARE INC | $3.2M | 0.98% | 399,360 | 持平 |
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