Oberweis Asset Management Inc/ 13F Holdings · Q2 2026
Oberweis Asset Management Inc/ reported 175 securities worth $4.84B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CRDO (5.69%), AAOI (5.48%), DOCN (3.02%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group | $275.6M | 5.69% | 1.0M | Trimmed |
| 2 | AAOI | Applied Optoelectronics Inc. | $265.4M | 5.48% | 1.8M | Trimmed |
| 3 | DOCN | DigitalOcean Holdings, Inc. | $146.0M | 3.02% | 930,005 | Added |
| 4 | SIMO | Silicon Motion Techn ADR | $105.4M | 2.18% | 316,350 | Added |
| 5 | UCTT | Ultra Clean Holdings | $92.3M | 1.91% | 647,276 | Added |
| 6 | SN | SharkNinja, Inc. | $90.4M | 1.87% | 593,500 | Trimmed |
| 7 | SITM | SiTime Corporation | $89.1M | 1.84% | 119,501 | Added |
| 8 | BTSG | BrightSpring Health Services | $82.7M | 1.71% | 1.2M | Added |
| 9 | HNGE | Hinge Health, Inc. | $71.0M | 1.47% | 855,476 | Added |
| 10 | RMBS | Rambus, Inc | $70.0M | 1.45% | 527,016 | Added |
| 11 | MTSI | Macom Technology Solutions | $68.2M | 1.41% | 179,356 | Trimmed |
| 12 | LITE | Lumentum Hldgs, Inc. | $61.9M | 1.28% | 72,185 | Trimmed |
| 13 | LSCC | Lattice Semiconductor Corporat | $59.9M | 1.24% | 391,816 | Added |
| 14 | NVMI | Nova Ltd. | $59.0M | 1.22% | 108,675 | Trimmed |
| 15 | CRS | Carpenter Technology Corp. | $57.5M | 1.19% | 93,273 | Trimmed |
| 16 | FTDR | Frontdoor, Inc. | $55.8M | 1.15% | 719,060 | Added |
| 17 | ECG | Everus Construction Group | $54.5M | 1.13% | 328,183 | Added |
| 18 | VCYT | Veracyte, Inc. | $51.5M | 1.07% | 877,734 | Added |
| 19 | POWL | Powell Industries Inc. | $51.4M | 1.06% | 179,521 | Added |
| 20 | LTH | Life Time Holdings, Inc. | $48.6M | 1.00% | 1.2M | Added |
| 21 | RSI | Rush Street Interactive, Inc. | $48.4M | 1.00% | 1.6M | Added |
| 22 | MRCY | Mercury Systems, Inc. | $48.0M | 0.99% | 392,723 | Added |
| 23 | BROS | Dutch Bros., Inc. | $47.1M | 0.97% | 656,093 | Added |
| 24 | CLH | Clean Harbors, Inc. | $45.9M | 0.95% | 153,475 | Added |
| 25 | DIOD | Diodes, Inc. | $45.3M | 0.94% | 413,750 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR