G2 Investment Partners Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ULTRA CLEAN HLDGS INC(UCTT) | 0 | 180,941 | +180,941 | 0 | 11,250,911 | 2.77% | +11,250,911 |
| NOVANTA INC(NOVT) | 0 | 85,950 | +85,950 | 0 | 10,151,555 | 2.50% | +10,151,555 |
| MITEK SYS INC | 0 | 499,000 | +499,000 | 0 | 6,736,500 | 1.66% | +6,736,500 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 0 | 208,569 | +208,569 | 0 | 6,576,181 | 1.62% | +6,576,181 |
| V2X INC(VVX) | 48,000 | 129,863 | +81,863 | 2,618,400 | 8,895,616 | 2.19% | +6,277,216 |
| FASTLY INC(FSLY) | 229,900 | 289,568 | +59,668 | 2,340,382 | 8,414,846 | 2.07% | +6,074,464 |
| PATTERN GROUP INC(PTRN) | 0 | 449,230 | +449,230 | 0 | 5,583,929 | 1.37% | +5,583,929 |
| VISHAY PRECISION GROUP INC(VPG) | 80,379 | 186,921 | +106,542 | 3,094,592 | 8,116,110 | 2.00% | +5,021,518 |
| RINGCENTRAL INC(RNG) | 0 | 119,744 | +119,744 | 0 | 4,453,279 | 1.10% | +4,453,279 |
| VIAVI SOLUTIONS INC(VIAV) | 825,000 | 573,988 | -251,012 | 14,701,500 | 19,102,321 | 4.70% | +4,400,821 |
| TERAWULF INC(WULF) | 0 | 289,342 | +289,342 | 0 | 4,175,205 | 1.03% | +4,175,205 |
| ARTERIS INC(AIP) | 400,109 | 623,003 | +222,894 | 6,201,690 | 10,242,169 | 2.52% | +4,040,479 |
| TTM TECHNOLOGIES INC(TTMI) | 121,508 | 126,008 | +4,500 | 8,384,052 | 12,275,699 | 3.02% | +3,891,647 |
| CARDINAL INFRASTRUCTURE GROU(CDNL) | 0 | 98,023 | +98,023 | 0 | 3,887,102 | 0.96% | +3,887,102 |
| MODINE MFG CO(MOD) | 86,093 | 69,800 | -16,293 | 11,494,276 | 15,126,358 | 3.72% | +3,632,082 |
| CLOUDFLARE INC(NET) | 0 | 17,263 | +17,263 | 0 | 3,562,047 | 0.88% | +3,562,047 |
| ACCELERANT HOLDINGS(ARX) | 93,341 | 372,811 | +279,470 | 1,526,125 | 4,980,755 | 1.23% | +3,454,630 |
| SEMTECH CORP(SMTC) | 0 | 44,898 | +44,898 | 0 | 3,452,207 | 0.85% | +3,452,207 |
| DYCOM INDS INC(DY) | 36,200 | 45,835 | +9,635 | 12,231,980 | 15,529,815 | 3.82% | +3,297,835 |
| THE REALREAL INC(REAL) | 0 | 362,525 | +362,525 | 0 | 3,291,727 | 0.81% | +3,291,727 |
| RANK ONE COMPUTING CORP | 0 | 449,421 | +449,421 | 0 | 3,141,453 | 0.77% | +3,141,453 |
| REMITLY GLOBAL INC(RELY) | 0 | 199,398 | +199,398 | 0 | 3,124,567 | 0.77% | +3,124,567 |
| LEGENCE CORP(LGN) | 0 | 54,866 | +54,866 | 0 | 3,097,734 | 0.76% | +3,097,734 |
| VIANT TECHNOLOGY INC | 0 | 256,183 | +256,183 | 0 | 2,869,250 | 0.71% | +2,869,250 |
| KNOWLES CORP(KN) | 0 | 110,725 | +110,725 | 0 | 2,843,418 | 0.70% | +2,843,418 |
| FREQUENCY ELECTRS INC | 41,000 | 112,289 | +71,289 | 2,207,440 | 4,969,911 | 1.22% | +2,762,471 |
| ALLIENT INC | 0 | 46,377 | +46,377 | 0 | 2,740,417 | 0.67% | +2,740,417 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 0 | 146,703 | +146,703 | 0 | 2,640,654 | 0.65% | +2,640,654 |
| LENDINGTREE INC | 92,467 | 175,339 | +82,872 | 4,909,073 | 7,518,536 | 1.85% | +2,609,463 |
| PARK AEROSPACE CORP | 0 | 90,000 | +90,000 | 0 | 2,464,200 | 0.61% | +2,464,200 |
| DUCOMMUN INC DEL(DCO) | 0 | 20,000 | +20,000 | 0 | 2,440,000 | 0.60% | +2,440,000 |
| LSI INDS INC OHIO(LYTS) | 305,000 | 430,185 | +125,185 | 5,587,600 | 8,001,441 | 1.97% | +2,413,841 |
| DIODES INC(DIOD) | 0 | 35,000 | +35,000 | 0 | 2,389,100 | 0.59% | +2,389,100 |
| WILLDAN GROUP INC(WLDN) | 0 | 31,000 | +31,000 | 0 | 2,373,360 | 0.58% | +2,373,360 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 0 | 69,000 | +69,000 | 0 | 2,342,550 | 0.58% | +2,342,550 |
| STERLING INFRASTRUCTURE INC(STRL) | 26,493 | 25,658 | -835 | 8,112,951 | 10,449,734 | 2.57% | +2,336,783 |
| MIAMI INTL HLDGS INC(MIAX) | 0 | 52,600 | +52,600 | 0 | 2,047,192 | 0.50% | +2,047,192 |
| AAR CORP | 56,000 | 59,475 | +3,475 | 4,636,240 | 6,510,134 | 1.60% | +1,873,894 |
| ARLO TECHNOLOGIES INC(ARLO) | 155,000 | 282,073 | +127,073 | 2,168,450 | 4,013,899 | 0.99% | +1,845,449 |
| IBEX LTD | 99,495 | 209,516 | +110,021 | 3,798,719 | 5,619,219 | 1.38% | +1,820,500 |
| XOMETRY INC(XMTR) | 221,679 | 365,914 | +144,235 | 13,183,250 | 14,943,928 | 3.68% | +1,760,678 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 74,000 | 58,787 | -15,213 | 8,689,080 | 10,315,943 | 2.54% | +1,626,863 |
| ADVANCED ENERGY INDS | 82,759 | 58,428 | -24,331 | 17,327,252 | 18,855,300 | 4.64% | +1,528,048 |
| NAVAN INC(NAVN) | 0 | 114,700 | +114,700 | 0 | 1,518,628 | 0.37% | +1,518,628 |
| UPWORK INC(UPWK) | 0 | 120,000 | +120,000 | 0 | 1,315,200 | 0.32% | +1,315,200 |
| ONTO INNOVATION INC(ONTO) | 0 | 6,000 | +6,000 | 0 | 1,230,420 | 0.30% | +1,230,420 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 36,000 | 32,994 | -3,006 | 6,166,080 | 7,326,978 | 1.80% | +1,160,898 |
| AEHR TEST SYS(AEHR) | 0 | 25,000 | +25,000 | 0 | 927,000 | 0.23% | +927,000 |
| IBOTTA INC | 0 | 15,000 | +15,000 | 0 | 449,550 | 0.11% | +449,550 |
| HUT 8 CORP(HUT) | 65,108 | 58,000 | -7,108 | 2,991,062 | 2,720,780 | 0.67% | -270,282 |
| SEZZLE INC(SEZL) | 173,000 | 167,437 | -5,563 | 10,981,175 | 10,597,088 | 2.61% | -384,087 |
| TAT TECHNOLOGIES LTD | 10,000 | 0 | -10,000 | 446,600 | 0 | — | -446,600 |
| LENDINGCLUB CORP(HAPN) | 25,000 | 0 | -25,000 | 473,500 | 0 | — | -473,500 |
| SEZZLE INC(SEZL)(Call) | 10,000 | 0 | -10,000 | 634,750 | 0 | — | -634,750 |
| CS DISCO INC | 85,013 | 0 | -85,013 | 659,701 | 0 | — | -659,701 |
| CAMTEK LTD(CAMT) | 23,362 | 12,000 | -11,362 | 2,484,432 | 1,819,320 | 0.45% | -665,112 |
| KORNIT DIGITAL LTD | 123,120 | 65,000 | -58,120 | 1,770,466 | 952,900 | 0.23% | -817,566 |
| GAMBLING COM GROUP LIMITED ORDINARY SHARES | 230,000 | 100,000 | -130,000 | 1,255,800 | 388,000 | 0.10% | -867,800 |
| EVERQUOTE INC(EVER) | 37,000 | 0 | -37,000 | 999,000 | 0 | — | -999,000 |
| THE REAL BROKERAGE INC | 300,000 | 0 | -300,000 | 1,095,000 | 0 | — | -1,095,000 |
| GRAHAM CORP(GHM) | 20,414 | 0 | -20,414 | 1,311,191 | 0 | — | -1,311,191 |
| LIGHTPATH TECHNOLOGIES INC | 130,292 | 0 | -130,292 | 1,407,154 | 0 | — | -1,407,154 |
| AMPLITUDE INC(AMPL) | 284,481 | 270,000 | -14,481 | 3,294,290 | 1,841,400 | 0.45% | -1,452,890 |
| AGILYSYS INC(AGYS) | 12,342 | 0 | -12,342 | 1,466,723 | 0 | — | -1,466,723 |
| OPERA LTD(OPRA) | 109,849 | 0 | -109,849 | 1,555,462 | 0 | — | -1,555,462 |
| 1STDIBS COM INC | 676,850 | 450,000 | -226,850 | 4,054,332 | 2,475,000 | 0.61% | -1,579,332 |
| CECO ENVIRONMENTAL CORP(CECO) | 30,450 | 0 | -30,450 | 1,822,433 | 0 | — | -1,822,433 |
| GALAXY DIGITAL INC.(GLXY) | 92,900 | 0 | -92,900 | 2,077,244 | 0 | — | -2,077,244 |
| THREDUP INC | 340,000 | 0 | -340,000 | 2,172,600 | 0 | — | -2,172,600 |
| INTAPP INC(INTA) | 48,000 | 0 | -48,000 | 2,199,360 | 0 | — | -2,199,360 |
| ODDITY TECH LTD SHS CL A | 55,000 | 0 | -55,000 | 2,209,900 | 0 | — | -2,209,900 |
| LIFE360 INC(LIF) | 34,653 | 0 | -34,653 | 2,222,643 | 0 | — | -2,222,643 |
| AMBARELLA INC(AMBA) | 33,078 | 0 | -33,078 | 2,343,246 | 0 | — | -2,343,246 |
| NPK INTERNATIONAL INC(NPKI) | 210,823 | 0 | -210,823 | 2,513,010 | 0 | — | -2,513,010 |
| HIPPO HLDGS INC | 85,860 | 0 | -85,860 | 2,582,669 | 0 | — | -2,582,669 |
| COMMSCOPE HLDG CO INC(VISN) | 144,800 | 0 | -144,800 | 2,625,224 | 0 | — | -2,625,224 |
| PAYMENTUS HOLDINGS INC(PAY) | 85,100 | 0 | -85,100 | 2,688,309 | 0 | — | -2,688,309 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 103,000 | 0 | -103,000 | 2,691,390 | 0 | — | -2,691,390 |
| Q2 HLDGS INC(QTWO) | 47,971 | 0 | -47,971 | 3,461,587 | 0 | — | -3,461,587 |
| AFFIRM HLDGS INC(AFRM) | 66,892 | 32,000 | -34,892 | 4,978,772 | 1,466,240 | 0.36% | -3,512,532 |
| OPTIMIZERX CORP | 310,000 | 0 | -310,000 | 3,800,600 | 0 | — | -3,800,600 |
| SITIME CORP(SITM) | 27,488 | 15,451 | -12,037 | 9,708,487 | 5,336,003 | 1.31% | -4,372,484 |
| CHIME FINL INC(CHYM) | 370,846 | 260,000 | -110,846 | 9,334,194 | 4,869,800 | 1.20% | -4,464,394 |
| DIGITAL TURBINE INC(APPS) | 1,404,079 | 800,000 | -604,079 | 7,020,395 | 2,304,000 | 0.57% | -4,716,395 |
| GENIUS SPORTS LIMITED SHARES CL A | 604,000 | 400,000 | -204,000 | 6,656,080 | 1,772,000 | 0.44% | -4,884,080 |
| CELESTICA INC(CLS) | 49,850 | 34,367 | -15,483 | 14,736,159 | 9,680,497 | 2.38% | -5,055,662 |
| CELLEBRITE DI LTD(CLBT) | 322,071 | 30,000 | -292,071 | 5,806,940 | 413,400 | 0.10% | -5,393,540 |
| JFROG LTD(FROG) | 135,538 | 65,295 | -70,243 | 8,465,703 | 3,064,294 | 0.75% | -5,401,409 |
| ALLOT LTD | 1,040,000 | 697,100 | -342,900 | 10,223,200 | 4,642,686 | 1.14% | -5,580,514 |
| PORCH GROUP INC(PRCH) | 899,000 | 360,255 | -538,745 | 8,207,870 | 2,583,028 | 0.64% | -5,624,842 |
| CALIX INC(CALX) | 261,000 | 160,542 | -100,458 | 13,814,730 | 7,864,953 | 1.94% | -5,949,777 |
| EVOLV TECHNOLOGIES HLDNGS IN(EVLV) | 1,370,000 | 623,700 | -746,300 | 9,809,200 | 3,773,385 | 0.93% | -6,035,815 |
| MEDIAALPHA INC | 496,916 | 0 | -496,916 | 6,435,062 | 0 | — | -6,435,062 |
| HINGE HEALTH INC(HNGE) | 150,000 | 0 | -150,000 | 6,967,500 | 0 | — | -6,967,500 |
| PEGASYSTEMS INC(PEGA) | 125,594 | 0 | -125,594 | 7,500,474 | 0 | — | -7,500,474 |
| RANPAK HOLDINGS CORP | 3,338,871 | 2,820,285 | -518,586 | 18,063,292 | 10,068,417 | 2.48% | -7,994,875 |
| DAVE INC(DAVE) | 132,668 | 119,840 | -12,828 | 29,374,022 | 20,862,946 | 5.14% | -8,511,076 |
| ASTERA LABS INC(ALAB) | 69,073 | 21,514 | -47,559 | 11,490,984 | 2,357,934 | 0.58% | -9,133,050 |
| BRAZE INC(BRZE) | 290,227 | 0 | -290,227 | 9,951,884 | 0 | — | -9,951,884 |
| PAGAYA TECHNOLOGIES LTD(PGY) | 500,000 | 0 | -500,000 | 10,450,000 | 0 | — | -10,450,000 |