Fund HoldingsAMH Equity Ltd

Total Portfolio Value
$90.99M
Total Bought
$35.41M
Total Sold
$31.88M
Net Transaction
+$3.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ORION GROUP HLDGS INC300,0001,856,399+1,556,3998439,95010.94%+9,107
VISHAY INTERTECHNOLOGY INC(VSH)01,927+1,92704,7645.24%+4,764
TEXAS INSTRS INC(TXN)0200+20003,1803.49%+3,180
TRANSALTA CORP(TAC)0334,864+334,86402,9133.20%+2,913
CONDUENT INC800,0001,490,000+690,0002,7205,1855.70%+2,465
MICROCHIP TECHNOLOGY INC.(MCHP)0300+30002,3422.57%+2,342
TWIN DISC INC825,500805,503-19,9979,29511,05212.15%+1,756
FORTIVE CORP(FTV)0200+20001,4831.63%+1,483
WESTPORT FUEL SYSTEMS INC0163,540+163,54009911.09%+991
NANOSTRING TECHNOLOGIES INC0550,000+550,00009461.04%+946
IRIDEX CORP330,821637,103+306,2827181,6181.78%+900
LANTRONIX INC1,000,0001,138,682+138,6824,2105,0675.57%+857
10X GENOMICS INC(TXG)0203+20308370.92%+837
XTANT MED HLDGS INC0594,029+594,02906530.72%+653
CODEXIS INC0236,447+236,44704470.49%+447
LIGHTPATH TECHNOLOGIES INC2,419,7002,508,201+88,5013,2673,6374.00%+370
GENPREX INC0813,135+813,13503210.35%+321
CALAMP CORP0787,745+787,74503200.35%+320
APPLIED DNA SCIENCES INC333,000587,232+254,2324307110.78%+281
UNIVERSAL ELECTRS INC250,000296,000+46,0002,4052,6792.94%+274
AMPLITECH GROUP INC093,960+93,96001900.21%+190
ZYNEX INC20,90019,620-1,2802001570.17%-43
ICAD INC44,9700-44,970730-73
ARC DOCUMENT SOLUTIONS INC1,100,0001,078,057-21,9433,5643,4283.77%-136
SCYNEXIS INC250,000234,788-15,2127385350.59%-202
CPS TECHNOLOGIES CORP300,000223,290-76,7108406210.68%-219
CAESARSTONE LTD250,154226,966-23,1881,3119711.07%-339
CVD EQUIP CORP630,008613,000-17,0084,6434,0774.48%-567
EDAP TMS S A81,3290-81,3297500-750
ZIM INTEGRATED SHIPPING SERV
SHS
80,0000-80,0009910-991
MATRIX SVC CO175,5340-175,5341,0340-1,034
ATN INTL INC40,0000-40,0001,4640-1,464
HARVARD BIOSCIENCE INC2,000,0002,141,353+141,35310,9809,20810.12%-1,772
MYRIAD GENETICS INC110,00047,285-62,7152,5507580.83%-1,791
INMODE LTD(INMD)66,0000-66,0002,4650-2,465
NEXTGEN HEALTHCARE INC152,1300-152,1302,4680-2,468
COMPUTER PROGRAMS & SYS INC100,0000-100,0002,4690-2,469
ASPEN AEROGELS INC1,000,000362,970-637,0307,8903,1433.45%-4,747
LUNA INNOVATIONS INC1,515,8061,503,353-12,45313,8248,8109.68%-5,015
SPDR GOLD TR(GLD)30,0000-30,0005,3480-5,348
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