Awm Investment Company, Inc. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Awm Investment Company, Inc. disclosed 98 US equity positions worth $903.4m in its Q1 2026 13F filing. The largest position was AEHR at 6.5% of the reported book, followed by LASR and VICR.
What did Awm Investment Company, Inc. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AEHR Aehr Test Systems | Technology | 6.5% | $59.1m | 1,593,971 | – | |
| 2 | LASR nLight, Inc. | Technology | 6.5% | $58.4m | 1,023,739 | – | |
| 3 | VICR Vicor Corporation | Technology | 5.1% | $46.4m | 288,180 | – | |
| 4 | BKSY BlackSky Technology, Inc. | 4.8% | $43.4m | 1,725,610 | – | ||
| 5 | GILT Gilat Satellite Networks, Ltd. | Technology | 3.8% | $34.6m | 2,302,767 | – | |
| 6 | MASS 908 Devices, Inc. | 3.5% | $31.8m | 5,199,924 | – | ||
| 7 | AMSC American Superconductor Corp | Industrials | 3.0% | $27.1m | 801,604 | – | |
| 8 | KOPN Kopin Corporation | 2.9% | $26.6m | 11,814,812 | – | ||
| 9 | AVAV Aerovironment, Inc. | Industrials | 2.6% | $23.9m | 130,658 | – | |
| 10 | PI Impinj, Inc. | Technology | 2.4% | $21.3m | 207,018 | – | |
| 11 | LPTH LightPath Technologies, Inc. | Technology | 2.3% | $20.4m | 2,037,610 | – | |
| 12 | DFTX Definium Therapeutics, Inc. | Healthcare | 2.3% | $20.4m | 1,076,893 | – | |
| 13 | TALK Talkspace, Inc. | Healthcare | 2.2% | $19.8m | 3,826,892 | – | |
| 14 | VELO Velo3D, Inc. | 2.1% | $18.6m | 1,978,282 | – | ||
| 15 | MRAM Everspin Technology, Inc. | Technology | 2.0% | $18.3m | 2,077,241 | – | |
| 16 | ARLO Arlo Technologies, Inc. | Industrials | 2.0% | $18.0m | 1,265,109 | – | |
| 17 | BFLY Butterfly Network, Inc. | Healthcare | 2.0% | $17.9m | 4,430,593 | – | |
| 18 | UTI Universal Technical Institute, | Consumer Defensive | 2.0% | $17.7m | 489,098 | – | |
| 19 | CEVA CEVA, Inc. | Technology | 1.8% | $16.2m | 864,806 | – | |
| 20 | AIOT PowerFleet, Inc. | Technology | 1.6% | $14.5m | 4,701,506 | – | |
| 21 | REAL The RealReal, Inc. | Consumer Cyclical | 1.5% | $13.5m | 1,483,847 | – | |
| 22 | RDCM RADCOM, Ltd. (Israel) | Communication Services | 1.3% | $12.1m | 991,261 | – | |
| 23 | MDXH MDxHealth, SA (Belgium) | 1.3% | $12.0m | 5,221,282 | – | ||
| 24 | SRTA Strata Critical Medical, Inc. | 1.3% | $11.8m | 2,821,468 | – | ||
| 25 | GNSS Genasys, Inc. (F4) | 1.1% | $10.3m | 5,649,544 | – | ||
| 26 | OWLT Owlet, Inc. | 1.1% | $10.2m | 1,978,470 | – | ||
| 27 | Gambling.com Group Ltd. | 1.1% | $9.6m | 2,486,477 | – | ||
| 28 | ASPI ASP Isotopes, Inc. | 1.0% | $9.4m | 2,124,496 | – | ||
| 29 | IMDX Insight Molecular Diagnostic | 1.0% | $9.2m | 2,806,256 | – | ||
| 30 | Alpha Cognition, Inc.(Canada) | 1.0% | $9.2m | 1,672,168 | – | ||
| 31 | PVLA Palvella Therapeutics, Inc. | Healthcare | 1.0% | $8.7m | 69,416 | – | |
| 32 | TLSI TriSalus Life Sciences, Inc. | 0.9% | $8.3m | 2,079,105 | – | ||
| 33 | Willow Lane Acquisition Corp. | 0.9% | $8.3m | 779,299 | – | ||
| 34 | GLXY Galaxy Digital, Inc.-Class A | Financial Services | 0.9% | $8.2m | 445,000 | – | |
| 35 | NGS Natural Gas Services Group,Inc | Energy | 0.9% | $8.1m | 214,776 | – | |
| 36 | TYGO Tigo Energy, Inc. | 0.9% | $8.1m | 2,150,930 | – | ||
| 37 | SANUWAVE Health, Inc. | 0.9% | $7.9m | 454,550 | – | ||
| 38 | LOVE The Lovesac Company | 0.8% | $7.4m | 500,002 | – | ||
| 39 | GRO Brazil Potash Corp. | 0.8% | $7.2m | 2,228,600 | – | ||
| 40 | CTRN Citi Trends, Inc. | Consumer Cyclical | 0.8% | $7.2m | 166,127 | – | |
| 41 | OOMA Ooma, Inc. | Technology | 0.7% | $6.0m | 411,108 | – | |
| 42 | REAX The Real Brokerage, Inc.(Canad | Real Estate | 0.6% | $5.6m | 2,255,940 | – | |
| 43 | RSVR Reservoir Media, Inc. | 0.6% | $5.4m | 551,594 | – | ||
| 44 | SPIR Spire Global Inc. | 0.6% | $5.4m | 428,813 | – | ||
| 45 | FBRX Forte Biosciences, Inc. | 0.6% | $5.2m | 200,000 | – | ||
| 46 | RCAT Red Cat Holdings, Inc. | Industrials | 0.5% | $4.9m | 374,460 | – | |
| 47 | BLZE Backblaze, Inc. | Technology | 0.5% | $4.8m | 1,400,166 | – | |
| 48 | DXLG Destination XL Group, Inc. | 0.5% | $4.8m | 9,399,297 | – | ||
| 49 | RANI Rani Therapeutics Holdings,Inc | 0.5% | $4.8m | 6,500,000 | – | ||
| 50 | FEAM 5E Advanced Materials, Inc. | 0.5% | $4.5m | 3,250,000 | – |
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.