Fund HoldingsAMH Equity Ltd

Total Portfolio Value
$76.09M
Total Bought
$20.83M
Total Sold
$18.73M
Net Transaction
+$2.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DIGITALOCEAN HLDGS INC(DOCN)(Call)0162,500+162,50004,641+4,641
LIGHTPATH TECHNOLOGIES INC2,279,3392,079,293-200,0464,5816,4048.42%+1,823
MYRIAD GENETICS INC0300,000+300,00001,5932.09%+1,593
PEGASYSTEMS INC(PEGA)024,000+24,00001,2991.71%+1,299
STRATASYS LTD64,755166,000+101,2456341,9042.50%+1,270
DUCOMMUN INC DEL(DCO)27,00033,000+6,0001,5672,7273.58%+1,160
QUINSTREET INC(QNST)066,000+66,00001,0631.40%+1,063
NLIGHT INC(LASR)119,917100,000-19,9179321,9682.59%+1,036
HEWLETT PACKARD ENTERPRISE C(HPE)(Call)050,000+50,00001,023+1,023
DXC TECHNOLOGY CO(DXC)(Call)063,500+63,5000971+971
STRATASYS LTD(Call)084,000+84,0000963+963
TEAM INC46,30780,000+33,6937841,4561.91%+672
MARIS TECH LTD770,000725,000-45,0001,6562,3203.05%+665
INTERDIGITAL INC(IDCC)11,00013,000+2,0002,2742,9153.83%+641
MATERIALISE NV110,000207,661+97,6615411,1731.54%+632
CENTERRA GOLD INC(CGAU)142,000193,358+51,3589021,3941.83%+492
HEALTH CATALYST INC252,500427,149+174,6491,1441,6102.12%+467
LINCOLN EDL SVCS CORP(LINC)80,00075,000-5,0001,2701,7292.27%+459
ELECTROVAYA INC100,000200,000+100,0002316820.90%+451
BROADWIND INC144,000323,382+179,3822095850.77%+377
INTEST CORP117,990163,000+45,0108251,1871.56%+362
ASCENT INDUSTRIES CO119,430145,019+25,5891,5121,8292.40%+317
CENTERRA GOLD INC(CGAU)(Call)040,000+40,0000288+288
GREEN DOT CORP(Call)024,200+24,2000261+261
MARCHEX INC217,113278,276+61,1633546090.80%+256
EHEALTH INC29,000100,000+71,0001944350.57%+241
LANTRONIX INC200,781250,000+49,2195007180.94%+218
PERFORMANT HEALTHCARE INC300,000275,000-25,0008881,1001.45%+212
NANO DIMENSION LTD0128,382+128,38202080.27%+208
HURCO CO116,909106,401-10,5081,8132,0112.64%+198
TALOS ENERGY INC(TALO)150,000188,391+38,3911,4581,5982.10%+140
PRECIPIO INC38,29427,890-10,4042113080.40%+97
TWIN DISC INC530,086464,000-66,0864,0134,0975.38%+84
UNIVERSAL ELECTRS INC768,109721,273-46,8364,7014,7756.28%+74
INSPIRED ENTMT INC74,00080,000+6,0006326540.86%+22
SOCKET MOBILE INC125,398126,156+7581421450.19%+3
DARIOHEALTH CORP250,000215,000-35,0001531440.19%-9
DARE BIOSCIENCE INC164,302193,603+29,3014754630.61%-12
BIODESIX INC47,7730-47,773300-30
PRECISION OPTICS CORP INC MA45,00025,000-20,0001871230.16%-64
HYPERFINE INC125,0840-125,084900-90
COLLPLANT BIOTECHNOLOGIES LT
SHS NEW
125,000160,849+35,8493232190.29%-104
MOGO INC124,6490-124,6491070-107
BRADY CORP(BRC)25,00024,000-1,0001,7661,6312.14%-135
WESTPORT FUEL SYSTEMS INC180,792155,716-25,0766714890.64%-182
DUOS TECHNOLOGIES GROUP INC50,0000-50,0002820-282
DIGITALOCEAN HLDGS INC(DOCN)95,400100,000+4,6003,1852,8563.75%-329
IRIDEX CORP518,541190,000-328,5415131680.22%-346
HARVARD BIOSCIENCE INC3,387,3553,508,703+121,3481,9171,5572.05%-360
SCYNEXIS INC627,037261,081-365,9565971760.23%-421
VIEMED HEALTHCARE INC138,90080,000-58,9001,0115530.73%-458
AMTECH SYS INC97,5830-97,5834710-471
CVD EQUIP CORP575,872424,748-151,1241,7681,2661.66%-502
QUINSTREET INC(QNST)(Call)30,0000-30,0005350-535
CAMBIUM NETWORKS CORP1,250,381802,362-448,0198823250.43%-557
ASPEN AEROGELS INC110,0000-110,0007030-703
TERADATA CORP DEL(TDC)135,000100,000-35,0003,0352,2312.93%-804
SEQUANS COMMUNICATIONS S A800,000500,000-300,0001,6807350.97%-945
BARRICK GOLD CORP(Call)51,0000-51,0009910-991
ALGOMA STL GROUP INC270,00330,191-239,8121,4632080.27%-1,255
SPARTANNASH CO80,0000-80,0001,6210-1,621
POWERFLEET INC1,100,000999,000-101,0006,0394,3065.66%-1,733
THERMON GROUP HLDGS INC66,0000-66,0001,8380-1,838
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