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.
OBERWEIS ASSET MANAGEMENT INC/ (CIK 937886) reported $3.39B across 177 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAOI ($198.8M, 5.87%), LITE ($187.1M, 5.53%), CRDO ($95.9M, 2.83%), DOCN ($79.6M, 2.35%), SN ($63.5M, 1.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAOI | Applied Optoelectronics Inc. | $198.8M | 5.87% | 2.3M | Added |
| 2 | LITE | Lumentum Hldgs, Inc. | $187.1M | 5.53% | 266,222 | Trimmed |
| 3 | CRDO | Credo Technology Group | $95.9M | 2.83% | 1.0M | Added |
| 4 | DOCN | DigitalOcean Holdings, Inc. | $79.6M | 2.35% | 927,505 | Added |
| 5 | SN | SharkNinja, Inc. | $63.5M | 1.88% | 599,970 | Added |
| 6 | NVMI | Nova Ltd. | $59.9M | 1.77% | 137,955 | Added |
| 7 | DAN | Dana Inc. | $54.2M | 1.60% | 1.6M | Added |
| 8 | BTSG | BrightSpring Health Services | $49.4M | 1.46% | 1.2M | Added |
| 9 | MTSI | Macom Technology Solutions | $47.9M | 1.42% | 215,886 | Added |
| 10 | RMBS | Rambus, Inc | $45.3M | 1.34% | 526,316 | Added |
| 11 | CLH | Clean Harbors, Inc. | $41.4M | 1.22% | 144,355 | Added |
| 12 | SITM | SiTime Corporation | $41.2M | 1.22% | 119,281 | Added |
| 13 | UCTT | Ultra Clean Holdings | $39.8M | 1.18% | 640,476 | Added |
| 14 | ECG | Everus Construction Group | $38.6M | 1.14% | 326,533 | Added |
| 15 | FTDR | Frontdoor, Inc. | $38.0M | 1.12% | 717,960 | Added |
| 16 | CRS | Carpenter Technology Corp. | $37.2M | 1.10% | 94,433 | Added |
| 17 | SKYW | Skywest Inc | $36.0M | 1.06% | 392,499 | Added |
| 18 | LSCC | Lattice Semiconductor Corporat | $34.7M | 1.03% | 374,436 | Added |
| 19 | GMED | Globus Medical, Inc.-A | $33.8M | 1.00% | 392,200 | Added |
| 20 | CAMT | Camtek, Ltd. | $33.8M | 1.00% | 222,780 | Added |
| 21 | ARQT | Arcutis Biotherapeutics, Inc. | $32.2M | 0.95% | 1.4M | Added |
| 22 | FLS | Flowserve Corporation | $32.0M | 0.94% | 434,681 | Added |
| 23 | SIMO | Silicon Motion Techn ADR | $31.7M | 0.94% | 282,550 | Added |
| 24 | FCFS | FirstCash Holdings, Inc | $31.1M | 0.92% | 165,665 | Added |
| 25 | LTH | Life Time Holdings, Inc. | $31.3M | 0.92% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31