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.
ESSEX INVESTMENT MANAGEMENT CO LLC (CIK 201772) reported $631.7M across 298 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSEM ($20.3M, 3.22%), LINC ($14.5M, 2.29%), STRL ($13.1M, 2.07%), KNSA ($12.0M, 1.90%), LGND ($11.7M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $20.3M | 3.22% | 115,933 | Trimmed |
| 2 | LINC | LINCOLN EDL SVCS CORP | $14.5M | 2.29% | 355,304 | Trimmed |
| 3 | STRL | STERLING INFRASTRUCTURE INC | $13.1M | 2.07% | 32,057 | Trimmed |
| 4 | KNSA | KINIKSA PHARMACEUTICALS INTL P | $12.0M | 1.90% | 249,278 | Trimmed |
| 5 | LGND | LIGAND PHARMACEUTICALS INC | $11.7M | 1.85% | 58,460 | Trimmed |
| 6 | DRS | LEONARDO DRS INC | $11.6M | 1.84% | 261,454 | Added |
| 7 | KTOS | KRATOS DEFENSE & SEC SOLUTIONS | $11.2M | 1.77% | 158,844 | Trimmed |
| 8 | GSAT | GLOBALSTAR INC | $11.0M | 1.74% | 165,665 | Trimmed |
| 9 | INSM | INSMED INC | $10.2M | 1.62% | 62,676 | Added |
| 10 | GHM | GRAHAM CORP | $10.1M | 1.60% | 128,294 | Trimmed |
| 11 | MIRM | MIRUM PHARMACEUTICALS INC | $10.0M | 1.58% | 108,338 | Trimmed |
| 12 | CECO | CECO ENVIRONMENTAL CORP | $9.4M | 1.48% | 157,246 | Added |
| 13 | HCI | HCI GROUP INC | $8.9M | 1.41% | 57,634 | Trimmed |
| 14 | AGX | ARGAN INC | $8.8M | 1.39% | 16,098 | Trimmed |
| 15 | AAPL | APPLE INC | $8.3M | 1.31% | 32,580 | Trimmed |
| 16 | BWAY | BRAINSWAY LTD | $8.2M | 1.30% | 618,553 | Added |
| 17 | AEM | AGNICO EAGLE MINES LTD | $7.8M | 1.24% | 38,643 | Trimmed |
| 18 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $7.7M | 1.22% | 227,558 | Added |
| 19 | AMPX | AMPRIUS TECHNOLOGIES INC | $7.5M | 1.19% | 445,441 | Trimmed |
| 20 | GEV | GE VERNOVA INC | $7.3M | 1.15% | 8,319 | Trimmed |
| 21 | PRIM | PRIMORIS SVCS CORP | $6.9M | 1.09% | 48,177 | Trimmed |
| 22 | ADPT | ADAPTIVE BIOTECHNOLOGIES CORP | $6.8M | 1.08% | 493,403 | Trimmed |
| 23 | TTI | TETRA TECHNOLOGIES INC DEL | $6.6M | 1.04% | 774,099 | Added |
| 24 | GS | GOLDMAN SACHS GROUP INC | $6.4M | 1.01% | 7,556 | Trimmed |
| 25 | WLDN | WILLDAN GROUP INC | $6.0M | 0.95% | 78,292 | Added |
Source: SEC Form 13F filings · as of 2026-03-31