AMH Equity Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · this is the latest filing on record
AMH Equity Ltd disclosed 53 US equity positions worth $79.8m in its Q3 2025 13F filing. The largest position was LPTH at 12.9% of the reported book, followed by AIOT and TWIN. Against the Q2 2025 filing, it opened 16 new positions, added to 10 and reduced 14 among the top 50 holdings.
What did AMH Equity Ltd own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LPTH LIGHTPATH TECHNOLOGIES INC | Technology | 12.9% | $10.3m | 1,300,000 | -37% | reduced |
| 2 | AIOT POWERFLEET INC | Technology | 5.9% | $4.7m | 900,000 | -10% | reduced |
| 3 | TWIN TWIN DISC INC | Industrials | 5.8% | $4.6m | 330,090 | -29% | reduced |
| 4 | DOCN DIGITALOCEAN HLDGS INC | Technology | 4.7% | $3.8m | 110,000 | 10% | added |
| 5 | UEIC UNIVERSAL ELECTRS INC | Technology | 4.7% | $3.7m | 800,000 | 11% | added |
| 6 | IDCC INTERDIGITAL INC | Technology | 4.3% | $3.5m | 10,000 | -23% | reduced |
| 7 | MYGN MYRIAD GENETICS INC | Healthcare | 3.6% | $2.9m | 400,000 | 33% | added |
| 8 | DCO DUCOMMUN INC DEL | Industrials | 3.6% | $2.9m | 30,000 | -9% | reduced |
| 9 | PRPO PRECIPIO INC | 2.9% | $2.3m | 131,100 | 370% | added | |
| 10 | BW BABCOCK & WILCOX ENTERPRISES | 2.6% | $2.0m | 704,145 | – | new | |
| 11 | HCAT HEALTH CATALYST INC | Healthcare | 2.4% | $1.9m | 660,000 | 55% | added |
| 12 | ACNT ASCENT INDUSTRIES CO | Basic Materials | 2.3% | $1.9m | 145,019 | 0% | held |
| 13 | SSYS STRATASYS LTD | Technology | 2.3% | $1.9m | 166,000 | 0% | held |
| 14 | RFIL RF INDS LTD | Industrials | 2.3% | $1.8m | 223,900 | – | new |
| 15 | HBIO HARVARD BIOSCIENCE INC | Healthcare | 2.2% | $1.8m | 4,047,535 | 15% | added |
| 16 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 2.2% | $1.8m | 75,000 | 0% | held |
| 17 | BRC BRADY CORP | Industrials | 1.9% | $1.5m | 19,603 | -18% | reduced |
| 18 | TISI TEAM INC | 1.9% | $1.5m | 90,274 | 13% | added | |
| 19 | LASR NLIGHT INC | Technology | 1.9% | $1.5m | 50,000 | -50% | reduced |
| 20 | CVV CVD EQUIP CORP | 1.8% | $1.4m | 416,927 | -2% | reduced | |
| 21 | HURC HURCO CO | 1.7% | $1.4m | 78,279 | -26% | reduced | |
| 22 | MARIS TECH LTD | 1.6% | $1.3m | 684,400 | -6% | reduced | |
| 23 | INTT INTEST CORP | Technology | 1.6% | $1.3m | 161,711 | -1% | reduced |
| 24 | ELVA ELECTROVAYA INC | 1.5% | $1.2m | 200,718 | 0% | held | |
| 25 | MTLS MATERIALISE NV | 1.5% | $1.2m | 207,661 | 0% | held | |
| 26 | OSS ONE STOP SYS INC | 1.3% | $1.1m | 200,000 | – | new | |
| 27 | QNST QUINSTREET INC | Communication Services | 1.3% | $1.0m | 66,000 | 0% | held |
| 28 | NOVA MINERALS LTD | 1.2% | $984.0k | 60,000 | – | new | |
| 29 | NEXXEN INTL LTD | 1.2% | $925.0k | 100,000 | – | new | |
| 30 | BOOM DMC GLOBAL INC | Industrials | 1.1% | $845.0k | 100,000 | – | new |
| 31 | IPWR IDEAL PWR INC | 1.0% | $785.1k | 156,400 | – | new | |
| 32 | RELL RICHARDSON ELECTRS LTD | Technology | 1.0% | $783.2k | 80,000 | – | new |
| 33 | INSE INSPIRED ENTMT INC | 0.9% | $750.4k | 80,000 | 0% | held | |
| 34 | EHTH EHEALTH INC | Financial Services | 0.9% | $715.5k | 166,000 | 66% | added |
| 35 | CMBMF CAMBIUM NETWORKS CORP | Technology | 0.9% | $715.4k | 800,000 | -0% | held |
| 36 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 0.9% | $705.0k | 100,000 | – | new |
| 37 | LSPD LIGHTSPEED COMMERCE INC | Technology | 0.9% | $693.0k | 60,000 | – | new |
| 38 | BWEN BROADWIND INC | 0.9% | $679.1k | 323,382 | 0% | held | |
| 39 | MGTX MEIRAGTX HLDGS PLC | 0.8% | $658.4k | 80,000 | – | new | |
| 40 | CLFD CLEARFIELD INC | Technology | 0.8% | $639.5k | 18,600 | – | new |
| 41 | VMD VIEMED HEALTHCARE INC | Healthcare | 0.7% | $543.2k | 80,000 | 0% | held |
| 42 | COLLPLANT BIOTECHNOLOGIES LT | 0.7% | $538.0k | 200,000 | 24% | added | |
| 43 | DARE DARE BIOSCIENCE INC | 0.6% | $488.0k | 232,373 | 20% | added | |
| 44 | MIST MILESTONE PHARMACEUTICALS IN | 0.6% | $463.3k | 231,671 | – | new | |
| 45 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.5% | $411.7k | 166,000 | – | new | |
| 46 | WPRT WESTPORT FUEL SYSTEMS INC | 0.4% | $311.0k | 137,000 | -12% | reduced | |
| 47 | DUOT DUOS TECHNOLOGIES GROUP INC | 0.3% | $257.6k | 35,000 | – | new | |
| 48 | IRIX IRIDEX CORP | 0.3% | $210.1k | 184,230 | -3% | reduced | |
| 49 | SCYX SCYNEXIS INC | 0.2% | $189.4k | 245,939 | -6% | reduced | |
| 50 | MNTN MNTN INC | 0.2% | $185.5k | 10,000 | – | new |
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.