AMH Equity Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
AMH Equity Ltd disclosed 47 US equity positions worth $67.9m in its Q2 2025 13F filing. The largest position was LPTH at 9.4% of the reported book, followed by UEIC and AIOT. Against the Q1 2025 filing, it opened 4 new positions, added to 21 and reduced 22 among the top 47 holdings.
What did AMH Equity Ltd own in Q2 2025? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LPTH LIGHTPATH TECHNOLOGIES INC | Technology | 9.4% | $6.4m | 2,079,293 | -9% | reduced |
| 2 | UEIC UNIVERSAL ELECTRS INC | Technology | 7.0% | $4.8m | 721,273 | -6% | reduced |
| 3 | AIOT POWERFLEET INC | Technology | 6.3% | $4.3m | 999,000 | -9% | reduced |
| 4 | TWIN TWIN DISC INC | Industrials | 6.0% | $4.1m | 464,000 | -12% | reduced |
| 5 | IDCC INTERDIGITAL INC | Technology | 4.3% | $2.9m | 13,000 | 18% | added |
| 6 | DOCN DIGITALOCEAN HLDGS INC | Technology | 4.2% | $2.9m | 100,000 | 5% | added |
| 7 | DCO DUCOMMUN INC DEL | Industrials | 4.0% | $2.7m | 33,000 | 22% | added |
| 8 | MARIS TECH LTD | 3.4% | $2.3m | 725,000 | -6% | reduced | |
| 9 | TDC TERADATA CORP DEL | Technology | 3.3% | $2.2m | 100,000 | -26% | reduced |
| 10 | HURC HURCO CO | 3.0% | $2.0m | 106,401 | -9% | reduced | |
| 11 | LASR NLIGHT INC | Technology | 2.9% | $2.0m | 100,000 | -17% | reduced |
| 12 | SSYS STRATASYS LTD | Technology | 2.8% | $1.9m | 166,000 | 156% | added |
| 13 | ACNT ASCENT INDUSTRIES CO | Basic Materials | 2.7% | $1.8m | 145,019 | 21% | added |
| 14 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 2.5% | $1.7m | 75,000 | -6% | reduced |
| 15 | BRC BRADY CORP | Industrials | 2.4% | $1.6m | 24,000 | -4% | reduced |
| 16 | HCAT HEALTH CATALYST INC | Healthcare | 2.4% | $1.6m | 427,149 | 69% | added |
| 17 | TALO TALOS ENERGY INC | Energy | 2.4% | $1.6m | 188,391 | 26% | added |
| 18 | MYGN MYRIAD GENETICS INC | Healthcare | 2.3% | $1.6m | 300,000 | – | new |
| 19 | HBIO HARVARD BIOSCIENCE INC | Healthcare | 2.3% | $1.6m | 3,508,703 | 4% | added |
| 20 | TISI TEAM INC | 2.1% | $1.5m | 80,000 | 73% | added | |
| 21 | CGAU CENTERRA GOLD INC | Basic Materials | 2.1% | $1.4m | 193,358 | 36% | added |
| 22 | PEGA PEGASYSTEMS INC | Technology | 1.9% | $1.3m | 24,000 | – | new |
| 23 | CVV CVD EQUIP CORP | 1.9% | $1.3m | 424,748 | -26% | reduced | |
| 24 | INTT INTEST CORP | Technology | 1.7% | $1.2m | 163,000 | 38% | added |
| 25 | MTLS MATERIALISE NV | 1.7% | $1.2m | 207,661 | 89% | added | |
| 26 | PFMTUSD PERFORMANT HEALTHCARE INC | 1.6% | $1.1m | 275,000 | -8% | reduced | |
| 27 | QNST QUINSTREET INC | Communication Services | 1.6% | $1.1m | 66,000 | – | new |
| 28 | SEQUANS COMMUNICATIONS S A | 1.1% | $735.0k | 500,000 | -38% | reduced | |
| 29 | LTRX LANTRONIX INC | Technology | 1.1% | $717.5k | 250,000 | 25% | added |
| 30 | ELVA ELECTROVAYA INC | 1.0% | $682.0k | 200,000 | 100% | added | |
| 31 | INSE INSPIRED ENTMT INC | 1.0% | $653.6k | 80,000 | 8% | added | |
| 32 | MCHX MARCHEX INC | 0.9% | $609.4k | 278,276 | 28% | added | |
| 33 | BWEN BROADWIND INC | 0.9% | $585.3k | 323,382 | 125% | added | |
| 34 | VMD VIEMED HEALTHCARE INC | Healthcare | 0.8% | $552.8k | 80,000 | -42% | reduced |
| 35 | WPRT WESTPORT FUEL SYSTEMS INC | 0.7% | $488.9k | 155,716 | -14% | reduced | |
| 36 | DARE DARE BIOSCIENCE INC | 0.7% | $462.7k | 193,603 | 18% | added | |
| 37 | EHTH EHEALTH INC | Financial Services | 0.6% | $435.0k | 100,000 | 245% | added |
| 38 | CMBMF CAMBIUM NETWORKS CORP | Technology | 0.5% | $325.0k | 802,362 | -36% | reduced |
| 39 | PRPO PRECIPIO INC | 0.5% | $307.9k | 27,890 | -27% | reduced | |
| 40 | COLLPLANT BIOTECHNOLOGIES LT | 0.3% | $218.8k | 160,849 | 29% | added | |
| 41 | ASTL ALGOMA STL GROUP INC | 0.3% | $208.0k | 30,191 | -89% | reduced | |
| 42 | NNDM NANO DIMENSION LTD | Technology | 0.3% | $208.0k | 128,382 | – | new |
| 43 | SCYX SCYNEXIS INC | 0.3% | $176.2k | 261,081 | -58% | reduced | |
| 44 | IRIX IRIDEX CORP | 0.2% | $167.6k | 190,000 | -63% | reduced | |
| 45 | SCKT SOCKET MOBILE INC | 0.2% | $145.1k | 126,156 | 1% | added | |
| 46 | DRIO DARIOHEALTH CORP | 0.2% | $144.1k | 215,000 | -14% | reduced | |
| 47 | POCI PRECISION OPTICS CORP INC MA | 0.2% | $122.5k | 25,000 | -44% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.