Fund HoldingsG2 Investment Partners Management LLC

Total Portfolio Value
$387.21M
Total Bought
$124.29M
Total Sold
$113.07M
Net Transaction
+$11.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SEZZLE INC(SEZL)27,185102,192+75,0074,63726,1416.75%+21,503
LENDINGCLUB CORP(HAPN)0602,300+602,30009,7512.52%+9,751
PEGASYSTEMS INC(PEGA)47,391137,485+90,0943,46412,8143.31%+9,350
DAVE INC(DAVE)372,757262,237-110,52014,89522,7945.89%+7,898
VIMEO INC01,136,666+1,136,66607,2751.88%+7,275
QUINSTREET INC(QNST)0312,216+312,21607,2031.86%+7,203
SEMTECH CORP(SMTC)126,185199,577+73,3925,76212,3443.19%+6,582
RANPAK HOLDINGS CORP2,386,6603,070,511+683,85115,58521,1255.46%+5,540
UNIVERSAL TECHNICAL INST INC(UTI)158,799314,723+155,9242,5828,0922.09%+5,509
GENIUS SPORTS LIMITED
SHARES CL A
64,143659,613+595,4705035,7061.47%+5,203
TTM TECHNOLOGIES INC(TTMI)80,882260,167+179,2851,4766,4391.66%+4,963
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
671,974825,147+153,1736,73311,6183.00%+4,885
FIVE9 INC(FIVN)082,159+82,15903,3390.86%+3,339
FLYWIRE CORPORATION(FLYW)0135,847+135,84702,8010.72%+2,801
ARTERIS INC(AIP)0274,651+274,65102,7990.72%+2,799
FIVERR INTL LTD205,410254,354+48,9445,3148,0712.08%+2,757
PORCH GROUP INC(PRCH)0559,359+559,35902,7520.71%+2,752
THE REALREAL INC(REAL)0247,870+247,87002,7090.70%+2,709
WORKIVA INC(WK)021,002+21,00202,3000.59%+2,300
M-TRON INDS INC046,140+46,14002,2350.58%+2,235
FREQUENCY ELECTRS INC(FEIM)0104,046+104,04601,9270.50%+1,927
BIGCOMMERCE HLDGS INC0311,346+311,34601,9050.49%+1,905
OPERA LTD(OPRA)673,230637,819-35,41110,40112,0803.12%+1,679
SEMLER SCIENTIFIC INC030,576+30,57601,6510.43%+1,651
CELESTICA INC(CLS)309,988187,377-122,61115,84717,2954.47%+1,448
LSI INDS INC OHIO(LYTS)401,459406,929+5,4706,4847,9032.04%+1,419
UBIQUITI INC(UI)04,016+4,01601,3330.34%+1,333
SUPER MICRO COMPUTER INC(SMCI)042,916+42,91601,3080.34%+1,308
MODINE MFG CO(MOD)75,40997,353+21,94410,01411,2862.91%+1,273
BLEND LABS INC1,243,8181,394,133+150,3154,6645,8691.52%+1,205
TERAWULF INC(WULF)360,185460,000+99,8151,6862,6040.67%+918
MACOM TECH SOLUTIONS HLDGS I(MTSI)82,44877,411-5,0379,17310,0562.60%+883
GRAHAM CORP(GHM)182,166138,711-43,4555,3906,1681.59%+778
CAMTEK LTD(CAMT)106,813113,257+6,4448,5299,1482.36%+619
KLAVIYO INC(KVYO)80,19675,027-5,1692,8373,0940.80%+257
CYBERARK SOFTWARE LTD23,44121,036-2,4056,8367,0081.81%+173
ATRICURE INC(ATRC)27,69229,691+1,9997769070.23%+131
LINCOLN EDL SVCS CORP(LINC)152,217117,907-34,3101,8171,8650.48%+48
CALIX INC(CALX)104,929112,994+8,0654,0703,9401.02%-130
COMPASS INC(COMP)378,552372,197-6,3552,3132,1770.56%-136
KORNIT DIGITAL LTD191,766151,311-40,4554,9544,6831.21%-271
VARONIS SYS INC(VRNS)150,862168,950+18,0888,5247,5061.94%-1,017
REDDIT INC(RDDT)149,57053,709-95,8619,8608,7782.27%-1,081
OPTIMIZERX CORP242,208133,167-109,0411,8706470.17%-1,223
TALKSPACE INC(TALK)601,2990-601,2991,2570-1,257
CELLEBRITE DI LTD(CLBT)479,833309,719-170,1148,0806,8231.76%-1,257
MATTERPORT INC748,967445,582-303,3853,3702,1120.55%-1,258
GEOSPACE TECHNOLOGIES CORP308,667192,291-116,3763,1921,9270.50%-1,265
STRIDE INC(LRN)16,1420-16,1421,3770-1,377
AXON ENTERPRISE INC(AXON)3,9540-3,9541,5800-1,580
VEECO INSTRS INC DEL(VECO)51,0170-51,0171,6900-1,690
AEHR TEST SYS(AEHR)232,10874,047-158,0612,9831,2310.32%-1,751
Q2 HLDGS INC(QTWO)24,0790-24,0791,9210-1,921
IES HLDGS INC(IESC)9,9530-9,9531,9870-1,987
IRIS ENERGY LTD
ORDINARY SHARES
237,5330-237,5332,0050-2,005
LIFE360 INC(LIF)242,986181,523-61,4639,5617,4911.93%-2,070
WIX COM LTD
SHS
44,42124,627-19,7947,4265,2841.36%-2,142
STERLING INFRASTRUCTURE INC(STRL)68,48145,413-23,0689,9317,6501.98%-2,281
ASTERA LABS INC(ALAB)103,99622,933-81,0635,4483,0370.78%-2,411
VIANT TECHNOLOGY INC(DSP)239,7270-239,7272,6540-2,654
MONEYLION INC65,2980-65,2982,7130-2,713
FABRINET(FN)35,05124,770-10,2818,2875,4461.41%-2,841
COMPOSECURE INC(GPGI)243,04510,478-232,5673,4071610.04%-3,247
RUSH STREET INTERACTIVE INC(RSI)1,425,425875,838-549,58715,46612,0163.10%-3,449
THE REAL BROKERAGE INC1,935,8781,510,089-425,78910,7446,9461.79%-3,798
EVERQUOTE INC(EVER)389,768216,798-172,9708,2204,3341.12%-3,886
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)992,3790-992,3794,0190-4,019
SUPER MICRO COMPUTER INC(SMCI)10,7760-10,7764,4870-4,487
SENTINELONE INC(S)338,840114,164-224,6768,1052,5340.65%-5,571
LENDINGTREE INC NEW215,963173,575-42,38812,5326,7261.74%-5,806
CLEARFIELD INC152,7470-152,7475,9510-5,951
WEAVE COMMUNICATIONS INC515,01839,360-475,6586,5926270.16%-5,966
VERTEX INC(VERX)191,51022,201-169,3097,3751,1840.31%-6,191
CRITEO S A(CRTO)313,01756,431-256,58612,5962,2320.58%-10,363
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