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.
S Squared Technology, LLC (CIK 1322924) reported $264.2M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LSCC ($31.7M, 12.01%), KRYS ($22.3M, 8.43%), SYM ($19.6M, 7.43%), IPGP ($17.6M, 6.68%), PRLB ($16.9M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LSCC | LATTICE SEMICONDUCTOR CORP | $31.7M | 12.01% | 341,979 | Trimmed |
| 2 | KRYS | KRYSTAL BIOTECH INC | $22.3M | 8.43% | 86,215 | Trimmed |
| 3 | SYM | SYMBOTIC INC | $19.6M | 7.43% | 369,126 | Added |
| 4 | IPGP | IPG PHOTONICS CORP | $17.6M | 6.68% | 153,916 | Added |
| 5 | PRLB | PROTO LABS INC | $16.9M | 6.39% | 296,103 | Trimmed |
| 6 | ALGM | ALLEGRO MICROSYSTEMS INC | $14.4M | 5.46% | 457,451 | Hold |
| 7 | DAVE | DAVE INC | $13.1M | 4.94% | 75,040 | Added |
| 8 | KTOS | KRATOS DEFENSE & SECURITY | $12.3M | 4.66% | 174,475 | Trimmed |
| 9 | OLED | UNIVERSAL DISPLAY CORP | $11.5M | 4.37% | 126,000 | Added |
| 10 | FIVN | FIVE9 INC | $8.1M | 3.07% | 535,195 | Added |
| 11 | ATI | ATI INC | $8.0M | 3.03% | 55,000 | Trimmed |
| 12 | POWI | POWER INTEGRATIONS INC | $7.0M | 2.65% | 136,900 | Added |
| 13 | SEMR | SEMRUSH HOLDINGS INC-A | $6.6M | 2.49% | 550,079 | Hold |
| 14 | ARLO | ARLO TECHNOLOGIES INC | $6.5M | 2.48% | 459,767 | Trimmed |
| 15 | SLAB | SILICON LABORATORIES INC | $5.8M | 2.21% | 28,000 | Trimmed |
| 16 | PUBM | PUBMATIC INC-CLASS A | $5.5M | 2.09% | 676,399 | Added |
| 17 | FTK | FLOTEK INDUSTRIES INC | $5.2M | 1.95% | 303,726 | Added |
| 18 | AMBIQ MICRO INC | $4.9M | 1.85% | 192,773 | New | |
| 19 | MGNI | MAGNITE INC | $4.8M | 1.81% | 402,862 | Hold |
| 20 | GTX | GARRETT MOTION INC | $4.5M | 1.68% | 245,000 | New |
| 21 | BIGC | COMMERCE.COM-SER 1 | $4.3M | 1.62% | 1.6M | Added |
| 22 | SMWB | SIMILARWEB LTD | $4.2M | 1.58% | 1.6M | Added |
| 23 | TREE | LENDINGTREE INC | $3.9M | 1.47% | 90,768 | New |
| 24 | GDYN | GRID DYNAMICS HOLDINGS INC | $3.6M | 1.37% | 636,737 | Hold |
| 25 | EVER | EVERQUOTE INC | $3.4M | 1.30% | 223,148 | Added |
Source: SEC Form 13F filings · as of 2026-03-31