Fund HoldingsESSEX INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$479.36M
Total Bought
$49.65M
Total Sold
$144.90M
Net Transaction
-$95.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TRAVERE THERAPEUTICS INC(TVTX)0254,666+254,66604,5640.95%+4,564
RANGE RES CORP(RRC)078,247+78,24703,1240.65%+3,124
BAKER HUGHES COMPANY(BKR)068,515+68,51503,0110.63%+3,011
BANK MARIN BANCORP0132,943+132,94302,9340.61%+2,934
PENGUIN SOLUTIONS INC0163,573+163,57302,8410.59%+2,841
ASML HOLDING N V
N Y REGISTRY SHS
04,199+4,19902,7820.58%+2,782
AMPRIUS TECHNOLOGIES INC(AMPX)0935,815+935,81502,5080.52%+2,508
XERIS BIOPHARMA HOLDINGS INC474,955730,444+255,4891,6104,0100.84%+2,400
908 DEVICES INC0480,549+480,54902,1530.45%+2,153
POTBELLY CORP0221,902+221,90202,1100.44%+2,110
PULMONX CORP0303,246+303,24602,0410.43%+2,041
HCI GROUP INC82,33577,870-4,4659,59411,6212.42%+2,026
POWERFLEET INC0356,972+356,97201,9600.41%+1,960
INTRA-CELLULAR THERAPIES INC56,91549,717-7,1984,7546,5591.37%+1,805
FIVERR INTL LTD073,508+73,50801,7410.36%+1,741
SEMTECH CORP(SMTC)049,497+49,49701,7030.36%+1,703
NEUROPACE INC0138,426+138,42601,7010.35%+1,701
ANGIODYNAMICS INC0179,190+179,19001,6830.35%+1,683
IBEX LTD056,434+56,43401,3740.29%+1,374
VERALTO CORP(VLTO)013,487+13,48701,3140.27%+1,314
KELLY SVCS INC0170,261+170,26102,2420.47%+2,242
AGNICO EAGLE MINES LTD(AEM)042,322+42,32204,5880.96%+4,588
ARCUTIS BIOTHERAPEUTICS INC(ARQT)142,823190,638+47,8151,9902,9820.62%+992
DEERE & CO(DE)02,106+2,10609880.21%+988
ADAPTIVE BIOTECHNOLOGIES CORP(ADPT)625,838621,712-4,1263,7524,6190.96%+867
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)368,108354,667-13,4419,71110,5302.20%+819
EVERQUOTE INC(EVER)0166,929+166,92904,3720.91%+4,372
NUTEX HEALTH INC(NUTX)105,80987,223-18,5863,3534,1020.86%+749
DOLLAR TREE INC(DLTR)016,552+16,55201,2430.26%+1,243
TENET HEALTHCARE CORP(THC)023,911+23,91103,2160.67%+3,216
INSMED INC(INSM)066,800+66,80005,0961.06%+5,096
UNIVERSAL INS HLDGS INC(UVE)0176,674+176,67404,1870.87%+4,187
FIRST SOLAR INC(FSLR)7,12213,232+6,1101,2551,6730.35%+418
KINIKSA PHARMACEUTICALS INTL P(KNSA)0172,666+172,66603,8350.80%+3,835
WILLDAN GROUP INC(WLDN)0137,090+137,09005,5821.16%+5,582
BYD CO LTD03,095+3,09503140.07%+314
GALLAGHER ARTHUR J & CO(AJG)3,8803,887+71,1011,3420.28%+241
ISHARES TR01,486+1,48603800.08%+380
RAPID MICRO BIOSYSTEMS INC063,057+63,05701660.03%+166
EVOLUS INC0181,134+181,13402,1790.45%+2,179
FLEXIBLE SOLUTIONS INTL INC026,560+26,56001340.03%+134
PAYCHEX INC(PAYX)19,06318,158-9052,6732,8010.58%+128
NEXGEL INC038,459+38,45901150.02%+115
ACM RESH INC(ACMR)013,230+13,23003090.06%+309
AMPLITECH GROUP INC058,667+58,6670910.02%+91
BARRICK GOLD CORP026,925+26,92505230.11%+523
LEONARDO DRS INC(DRS)0255,859+255,85908,4131.75%+8,413
COCA COLA CO(KO)08,418+8,41806030.13%+603
MATRIX SVC CO0206,985+206,98502,5730.54%+2,573
LENSAR INC39,89030,387-9,5033574290.09%+72
VERIZON COMMUNICATIONS INC(VZ)013,356+13,35606060.13%+606
CINEVERSE CORP022,693+22,6930720.01%+72
GSI TECHNOLOGY INC033,793+33,7930690.01%+69
RED VIOLET INC(RDVT)60,09759,629-4682,1762,2410.47%+66
FRANCO NEV CORP(FNV)02,957+2,95704660.10%+466
MARSH & MCLENNAN COS INC(MRSH)03,933+3,93309600.20%+960
ADVANCED DRAIN SYS INC DEL(WMS)013,986+13,98601,5200.32%+1,520
NEWMONT CORP(NEM)04,754+4,75402300.05%+230
SIDUS SPACE INC030,112+30,1120450.01%+45
WHEATON PRECIOUS METALS CORP(WPM)06,457+6,45705010.10%+501
NOVARTIS AG(NVS)02,775+2,77503090.06%+309
COLGATE PALMOLIVE CO(CL)011,382+11,38201,0660.22%+1,066
GE AEROSPACE(GE)01,059+1,05902120.04%+212
ABBOTT LABS01,631+1,63102160.05%+216
DUKE ENERGY CORP NEW(DUK)02,122+2,12202590.05%+259
PROCTER AND GAMBLE CO(PG)09,452+9,45201,6110.34%+1,611
SOUTHERN CO(SO)02,391+2,39102200.05%+220
GRAND CANYON ED INC(LOPE)2,3002,30003773980.08%+21
PHREESIA INC0101,924+101,92402,6050.54%+2,605
INFINEON TECHNOLOGIES AG(IFNNF)0607+6070200.00%+20
GENASYS INC073,763+73,76301670.03%+167
ASCENT INDUSTRIES CO012,182+12,18201540.03%+154
TEMPUS AI INC(TEM)0367+3670180.00%+18
NINE ENERGY SERVICE INC112,980126,360+13,3801271430.03%+16
WASTE MGMT INC DEL(WM)0567+56701310.03%+131
VALERO ENERGY CORP(VLO)06,302+6,30208320.17%+832
PHILIP MORRIS INTL INC(PM)0402+4020640.01%+64
FUEL TECH INC0124,241+124,24101300.03%+130
BGC GROUP INC331,533328,899-2,6343,0043,0160.63%+12
DTE ENERGY CO(DTB)0728+72801010.02%+101
AUTOMATIC DATA PROCESSING INC712715+32082180.05%+10
ROYAL GOLD INC(RGLD)0227+2270370.01%+37
KINROSS GOLD CORP(KGC)02,661+2,6610340.01%+34
JOHNSON & JOHNSON(JNJ)0319+3190530.01%+53
EQUINOR ASA(EQNR)010,773+10,77302850.06%+285
WEC ENERGY GROUP INC(WEC)0430+4300470.01%+47
GENPACT LIMITED
SHS
0823+8230410.01%+41
BERKSHIRE HATHAWAY INC DEL076+760400.01%+40
NUTANIX INC(NTNX)0686+6860480.01%+48
COSTCO WHSL CORP NEW(COST)0180+18001700.04%+170
BRISTOL-MYERS SQUIBB CO(BMY)01,120+1,1200680.01%+68
PPL CORP(PPL)01,238+1,2380450.01%+45
EXELIXIS INC(EXEL)01,210+1,2100450.01%+45
INSPIREMD INC72,56572,56501911950.04%+4
VISA INC(V)0117+1170410.01%+41
WILLIAMS COS INC(WMB)0680+6800410.01%+41
ISHARES SILVER TR(SLV)0771+7710240.00%+24
ENTERPRISE PRODS PARTNERS L P(EPD)01,266+1,2660430.01%+43
ACI WORLDWIDE INC01,154+1,1540630.01%+63
CONCENTRA GROUP HOLDINGS PAREN(CON)108,58699,127-9,4592,1482,1510.45%+3
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