Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AWM Investment Company, Inc. (CIK 1535264) reported $903.4M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AEHR ($59.1M, 6.54%), LASR ($58.4M, 6.46%), VICR ($46.4M, 5.14%), BKSY ($43.4M, 4.81%), GILT ($34.6M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEHR | Aehr Test Systems | $59.1M | 6.54% | 1.6M | Added |
| 2 | LASR | nLight, Inc. | $58.4M | 6.46% | 1.0M | Trimmed |
| 3 | VICR | Vicor Corporation | $46.4M | 5.14% | 288,180 | Trimmed |
| 4 | BKSY | BlackSky Technology, Inc. | $43.4M | 4.81% | 1.7M | Hold |
| 5 | GILT | Gilat Satellite Networks, Ltd. | $34.6M | 3.83% | 2.3M | Trimmed |
| 6 | MASS | 908 Devices, Inc. | $31.8M | 3.52% | 5.2M | Hold |
| 7 | AMSC | American Superconductor Corp | $27.1M | 3.00% | 801,604 | Added |
| 8 | KOPN | Kopin Corporation | $26.6M | 2.94% | 11.8M | Trimmed |
| 9 | AVAV | Aerovironment, Inc. | $23.9M | 2.65% | 130,658 | Added |
| 10 | PI | Impinj, Inc. | $21.3M | 2.35% | 207,018 | Added |
| 11 | LPTH | LightPath Technologies, Inc. | $20.4M | 2.26% | 2.0M | Trimmed |
| 12 | Definium Therapeutics, Inc. | $20.4M | 2.25% | 1.1M | Trimmed | |
| 13 | TALK | Talkspace, Inc. | $19.8M | 2.19% | 3.8M | Trimmed |
| 14 | VLDXW | Velo3D, Inc. | $18.6M | 2.06% | 2.0M | Trimmed |
| 15 | MRAM | Everspin Technology, Inc. | $18.3M | 2.02% | 2.1M | Trimmed |
| 16 | ARLO | Arlo Technologies, Inc. | $18.0M | 1.99% | 1.3M | Added |
| 17 | BFLY | Butterfly Network, Inc. | $17.9M | 1.98% | 4.4M | Added |
| 18 | UTI | Universal Technical Institute, | $17.7M | 1.95% | 489,098 | Added |
| 19 | CEVA | CEVA, Inc. | $16.2M | 1.79% | 864,806 | Added |
| 20 | AIOT | PowerFleet, Inc. | $14.5M | 1.60% | 4.7M | Hold |
| 21 | REAL | The RealReal, Inc. | $13.5M | 1.49% | 1.5M | Added |
| 22 | MDXH | MDxHealth, SA (Belgium) | $12.0M | 1.33% | 5.2M | Hold |
| 23 | RDCM | RADCOM, Ltd. (Israel) | $12.1M | 1.33% | 991,261 | Hold |
| 24 | SRTA | Strata Critical Medical, Inc. | $11.8M | 1.31% | 2.8M | Hold |
| 25 | GNSS | Genasys, Inc. (F4) | $10.3M | 1.14% | 5.6M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31