Fund Holdings — 1492 Capital Management LLC

Total Portfolio Value
$247.21M
Total Bought
$68.51M
Total Sold
$41.59M
Net Transaction
+$26.91M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
LYFT INC(LYFT)69,736265,620+195,8841,0995,8462.36%+4,747
POWERFLEET INC(AIOT)460,8531,070,171+609,3181,9865,6082.27%+3,621
ARQ INC(ARQ)377,839659,010+281,1712,0294,7191.91%+2,690
DHT HOLDINGS INC(DHT)131,136328,515+197,3791,4183,9261.59%+2,508
ALIGNMENT HEALTHCARE INC(ALHC)86,100200,722+114,6221,2053,5031.42%+2,297
MAXLINEAR INC(MXL)196,938312,335+115,3972,7985,0222.03%+2,224
MERITAGE HOMES CORP(MTH)44,68770,606+25,9192,9935,1142.07%+2,121
ZETA GLOBAL HOLDINGS CORP(ZETA)388,057408,300+20,2436,0118,1133.28%+2,102
DOUGLAS DYNAMICS INC(PLOW)23,82082,433+58,6137022,5771.04%+1,875
PRIMORIS SVCS CORP(PRIM)30,91030,391-5192,4094,1741.69%+1,764
EXACT SCIENCES CORP(EXK)031,605+31,60501,7290.70%+1,729
UNIVERSAL DISPLAY CORP(OLED)12,05224,818+12,7661,8623,5651.44%+1,703
CERTARA INC(CERT)0132,401+132,40101,6180.65%+1,618
ATI INC(ATI)19,75440,310+20,5561,7063,2791.33%+1,573
STERLING INFRASTRUCTURE INC(STRL)12,00712,762+7552,7704,3351.75%+1,565
GRID DYNAMICS HLDGS INC(GDYN)252,331575,257+322,9262,9144,4351.79%+1,521
KURA ONCOLOGY INC(KURA)423,947445,640+21,6932,4463,9441.60%+1,498
SPORTRADAR GROUP AG(SRAD)126,949187,445+60,4963,5655,0422.04%+1,478
AIRO GROUP HLDGS INC072,173+72,17301,3860.56%+1,386
LUMENTUM HLDGS INC(LITE)20,32720,308-191,9323,3041.34%+1,372
IMAX CORP207,221217,340+10,1195,7947,1182.88%+1,324
JEFFERIES FINL GROUP INC(JEF)87,65393,443+5,7904,7946,1132.47%+1,319
GENIUS SPORTS LIMITED
SHARES CL A
512,249534,854+22,6055,3276,6212.68%+1,294
ALMONTY INDUSTRIES ORD0204,369+204,36901,2320.50%+1,232
PLUG POWER INC(PLUG)0509,850+509,85001,1880.48%+1,188
THIRD COAST BANCSHARES INC(TCBX)58,33281,130+22,7981,9063,0811.25%+1,175
AMKOR TECHNOLOGY INC107,772120,340+12,5682,2623,4181.38%+1,156
ADTRAN HOLDINGS INC(ADTN)472,980574,588+101,6084,2435,3902.18%+1,147
SILICON MOTION TECHNOLOGY CO(SIMO)36,21140,366+4,1552,7223,8271.55%+1,105
VENU HLDG CORP084,696+84,69601,0850.44%+1,085
KAISER ALUMINUM CORP(KALU)3,40016,858+13,4582721,3010.53%+1,029
HUDBAY MINERALS INC(HBM)164,554182,769+18,2151,7462,7711.12%+1,025
MANNKIND CORP(MNKD)461,550504,244+42,6941,7262,7081.10%+982
AXSOME THERAPEUTICS INC(AXSM)11,84318,063+6,2201,2362,1940.89%+957
INDIE SEMICONDUCTOR INC(INDI)483,687650,753+167,0661,7222,6491.07%+927
COPA HOLDINGS SA(CPA)56,26659,736+3,4706,1887,0982.87%+910
FERROGLOBE PLC(GSM)323,929461,150+137,2211,1892,0980.85%+909
STIFEL FINL CORP(SF)49,36652,581+3,2155,1235,9662.41%+843
GRANITE CONSTR INC(GVA)26,91330,000+3,0872,5173,2901.33%+773
ADMA BIOLOGICS INC95,803171,182+75,3791,7452,5101.02%+765
NPK INTERNATIONAL INC(NPKI)151,055171,128+20,0731,2851,9350.78%+650
TERAWULF INC(WULF)85,14485,151+73739720.39%+599
PEGASYSTEMS INC(PEGA)93,02897,365+4,3375,0365,5982.26%+563
STEWART INFORMATION SVCS COR(STC)29,97133,525+3,5541,9512,4580.99%+507
M/I HOMES INC(MHO)15,58015,565-151,7472,2480.91%+501
NAVIGATOR HLDGS LTD(NVGS)148,750165,447+16,6972,1052,5631.04%+458
ATLANTIC UN BANKSHARES CORP(AUB)56,90962,840+5,9311,7802,2180.90%+438
CHEESECAKE FACTORY INC(CAKE)67,34884,009+16,6614,2204,5901.86%+370
BITDEER TECHNOLOGIES GROUP(BTDR)57,53957,486-536619820.40%+322
DYNATRACE INC(DT)29,58839,379+9,7911,6341,9080.77%+274
GLOBAL MEDICAL REIT ORD(XRN)08,099+8,09902730.11%+273
MAXIMUS INC(MMS)02,632+2,63202400.10%+240
WESBANCO INC(WSBC)61,88968,681+6,7921,9582,1930.89%+235
OXFORD INDS INC(OXM)05,251+5,25102130.09%+213
AEROVIRONMENT INC7,0447,039-52,0072,2170.90%+209
NVIDIA CORPORATION(NVDA)01,107+1,10702070.08%+207
COHERENT CORP(COHR)01,910+1,91002060.08%+206
SHOE CARNIVAL INC(SHOE)09,631+9,63102000.08%+200
A10 NETWORKS INC010,396+10,39601890.08%+189
WINGSTOP INC(WING)2,6254,126+1,5018841,0380.42%+154
GXO LOGISTICS INCORPORATED(GXO)29,92729,902-251,4571,5820.64%+124
LIGAND PHARMACEUTICALS INC(LGND)1,8761,87602133320.13%+119
SAGIMET BIOSCIENCES INC(SGMT)015,000+15,00001030.04%+103
SHIMMICK CORPORATION(SHIM)106,869106,796-731872790.11%+92
ALPHABET INC(GOOG)1,2991,305+62293170.13%+88
VANGUARD INTL EQUITY INDEX F19,21219,21201,2911,3710.55%+80
BOOT BARN HLDGS INC5,4755,47508329070.37%+75
XENIA HOTELS & RESORTS INC(XHR)20,79824,409+3,6112613350.14%+73
ISHARES TR11,77711,77705686290.25%+61
ADEIA INC(ADEA)21,55521,55503053620.15%+57
PROSPERITY BANCSHARES INC(PB)3,3844,308+9242382860.12%+48
CADENCE BANK8,0118,01102563010.12%+44
AMERIS BANCORP(ABCB)3,3713,37102182470.10%+29
J JILL INC(JILL)10,84610,84601591860.08%+27
BANK AMERICA CORP4,8864,909+232312530.10%+22
OUTDOOR HOLDING CO(POWW)104,800104,80001341550.06%+21
ANDERSONS INC6,2186,21802292480.10%+19
MICROSOFT CORP(MSFT)808811+34024200.17%+18
ARCHROCK INC(AROC)10,48110,48102602760.11%+16
EATON CORP PLC(ETN)832835+32973120.13%+15
SM ENERGY CO(SM)64,41764,220-1971,5921,6040.65%+12
BOEING CO(BA)1,2971,302+52722810.11%+9
SPDR SERIES TRUST
ST INTER BD ETF
8,5088,50802862880.12%+3
ISHARES TR9,1489,14804834850.20%+2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,7134,71303753770.15%+2
DYNEX CAP INC(DX)25,59325,59303133150.13%+2
AMAZON COM INC(AMZN)1,0531,059+62312330.09%+2
ISHARES TR2,5202,52002092090.08%0
ARLO TECHNOLOGIES INC(ARLO)14,75014,75002502500.10%-0
META PLATFORMS INC(META)514516+23793790.15%-0
RINGCENTRAL INC(RNG)35,61935,571-481,0101,0080.41%-2
GITLAB INC(GTLB)30,12330,097-261,3591,3570.55%-2
VIKING THERAPEUTICS INC(VKTX)41,01041,226+2161,0871,0830.44%-3
STAG INDL INC(STAG)5,9005,90002142080.08%-6
AGREE RLTY CORP2,9732,97302172110.09%-6
GETTY RLTY CORP NEW(GTY)8,2948,29402292230.09%-7
DOUBLEDOWN INTERACTIVE CO LT(DDI)61,95861,903-555935780.23%-15
QUICKLOGIC CORP(QUIK)154,090153,947-1439499330.38%-16
MATRIX SVC CO(MTRX)156,539156,391-1482,1152,0460.83%-69
RESERVOIR MEDIA INC(RSVR)000183960.04%-87
Page 1 of 2
1492 Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail