Washington Harbour Partners LP 13F 持仓 · 最近申报 2025年Q2
Washington Harbour Partners 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 3,376.02 万美元。前几大持仓：DAVE（11.20%）、KTOS（9.17%）、AVAV（8.82%）。本季前 25 大持仓中：减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DAVE | DAVE INC | $3.8M | 11.20% | 14,084 | 减持 |
| 2 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.1M | 9.17% | 66,663 | 减持 |
| 3 | AVAV | AEROVIRONMENT INC | $3.0M | 8.82% | 10,453 | 减持 |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | $2.8M | 8.29% | 5,493 | 减持 |
| 5 | TENB | TENABLE HLDGS INC | $2.0M | 5.88% | 58,741 | 减持 |
| 6 | FROG | JFROG LTD | $1.8M | 5.35% | 41,126 | 减持 |
| 7 | SNOW | SNOWFLAKE INC | $1.7M | 4.99% | 7,535 | 减持 |
| 8 | MDB | MONGODB INC | $1.6M | 4.64% | 7,465 | 减持 |
| 9 | RDDT | REDDIT INC | $1.6M | 4.62% | 10,352 | 减持 |
| 10 | ESTC | ELASTIC N V | $1.4M | 4.20% | 16,830 | 减持 |
| 11 | EPAM | EPAM SYS INC | $1.3M | 3.87% | 7,394 | 减持 |
| 12 | PATH | UIPATH INC | $1.3M | 3.76% | 99,293 | 减持 |
| 13 | RELY | REMITLY GLOBAL INC | $1.2M | 3.48% | 62,674 | 减持 |
| 14 | GTM | ZOOMINFO TECHNOLOGIES INC | $1.1M | 3.17% | 105,913 | 减持 |
| 15 | KVYO | KLAVIYO INC | $1.0M | 3.05% | 30,633 | 减持 |
| 16 | CFLT | CONFLUENT INC | $828,648 | 2.45% | 33,239 | 减持 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $758,348 | 2.25% | 5,563 | 减持 |
| 18 | CACI | CACI INTL INC | $637,825 | 1.89% | 1,338 | 减持 |
| 19 | LDOS | LEIDOS HOLDINGS INC | $611,004 | 1.81% | 3,873 | 减持 |
| 20 | GTLB | GITLAB INC | $597,211 | 1.77% | 13,239 | 减持 |
| 21 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $569,401 | 1.69% | 68,520 | 减持 |
| 22 | DV | DOUBLEVERIFY HLDGS INC | $520,776 | 1.54% | 34,788 | 减持 |
| 23 | DDOG | DATADOG INC | $359,467 | 1.06% | 2,676 | 减持 |
| 24 | PSN | PARSONS CORP DEL | $348,730 | 1.03% | 4,859 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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