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.
G2 Investment Partners Management LLC (CIK 1593404) reported $406.1M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DAVE ($20.9M, 5.14%), VIAV ($19.1M, 4.70%), AEIS ($18.9M, 4.64%), DY ($15.5M, 3.82%), MOD ($15.1M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DAVE | DAVE INC | $20.9M | 5.14% | 119,840 | Trimmed |
| 2 | VIAV | VIAVI SOLUTIONS INC | $19.1M | 4.70% | 573,988 | Trimmed |
| 3 | AEIS | ADVANCED ENERGY INDS | $18.9M | 4.64% | 58,428 | Trimmed |
| 4 | DY | DYCOM INDS INC | $15.5M | 3.82% | 45,835 | Added |
| 5 | MOD | MODINE MFG CO | $15.1M | 3.72% | 69,800 | Trimmed |
| 6 | XMTR | XOMETRY INC | $14.9M | 3.68% | 365,914 | Added |
| 7 | TTMI | TTM TECHNOLOGIES INC | $12.3M | 3.02% | 126,008 | Added |
| 8 | UCTT | ULTRA CLEAN HLDGS INC | $11.3M | 2.77% | 180,941 | New |
| 9 | SEZL | SEZZLE INC | $10.6M | 2.61% | 167,437 | Trimmed |
| 10 | STRL | STERLING INFRASTRUCTURE INC | $10.4M | 2.57% | 25,658 | Trimmed |
| 11 | TSEM | TOWER SEMICONDUCTOR LTD | $10.3M | 2.54% | 58,787 | Trimmed |
| 12 | AIP | ARTERIS INC | $10.2M | 2.52% | 623,003 | Added |
| 13 | NOVT | NOVANTA INC | $10.2M | 2.50% | 85,950 | New |
| 14 | PACK | RANPAK HOLDINGS CORP | $10.1M | 2.48% | 2.8M | Trimmed |
| 15 | CLS | CELESTICA INC | $9.7M | 2.38% | 34,367 | Trimmed |
| 16 | VVX | V2X INC | $8.9M | 2.19% | 129,863 | Added |
| 17 | FSLY | FASTLY INC | $8.4M | 2.07% | 289,568 | Added |
| 18 | VPG | VISHAY PRECISION GROUP INC | $8.1M | 2.00% | 186,921 | Added |
| 19 | LYTS | LSI INDS INC OHIO | $8.0M | 1.97% | 430,185 | Added |
| 20 | CALX | CALIX INC | $7.9M | 1.94% | 160,542 | Trimmed |
| 21 | TREE | LENDINGTREE INC | $7.5M | 1.85% | 175,339 | Added |
| 22 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $7.3M | 1.80% | 32,994 | Trimmed |
| 23 | MITK | MITEK SYS INC | $6.7M | 1.66% | 499,000 | New |
| 24 | ALGM | ALLEGRO MICROSYSTEMS INC | $6.6M | 1.62% | 208,569 | New |
| 25 | AIR | AAR CORP | $6.5M | 1.60% | 59,475 | Added |
Source: SEC Form 13F filings · as of 2026-03-31