Fund HoldingsESSEX INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$534.70M
Total Bought
$124.99M
Total Sold
$97.19M
Net Transaction
+$27.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LIGAND PHARMACEUTICALS INC(LGND)070,780+70,78005,9641.12%+5,964
MYRIAD GENETICS INC0240,128+240,12805,8741.10%+5,874
AMERICAN SUPERCONDUCTOR CORP583,924577,626-6,2987,88913,5112.53%+5,622
AMBARELLA INC(AMBA)087,219+87,21904,7050.88%+4,705
AVEPOINT INC232,877604,006+371,1291,8446,2941.18%+4,449
ARGAN INC056,791+56,79104,1550.78%+4,155
INSMED INC(INSM)0103,184+103,18406,9131.29%+6,913
EVERQUOTE INC(EVER)0186,075+186,07503,8820.73%+3,882
KINIKSA PHARMACEUTICALS INTL P(KNSA)0199,799+199,79903,7300.70%+3,730
ZETA GLOBAL HOLDINGS CORP(ZETA)227,417305,449+78,0322,4865,3911.01%+2,906
DELCATH SYS INC0335,903+335,90302,8120.53%+2,812
ARLO TECHNOLOGIES INC(ARLO)0214,284+214,28402,7940.52%+2,794
NOVOCURE LTD(NVCR)0161,486+161,48602,7660.52%+2,766
AMICUS THERAPEUTICS INC
COM
0268,000+268,00002,6590.50%+2,659
HELIOS TECHNOLOGIES INC(HLIO)051,080+51,08002,4390.46%+2,439
HERON THERAPEUTICS INC0695,993+695,99302,4360.46%+2,436
INTERFACE INC(TILE)0163,504+163,50402,4000.45%+2,400
GOODRX HLDGS INC(GDRX)0304,770+304,77002,3770.44%+2,377
LEONARDO DRS INC(DRS)326,128373,996+47,8687,2049,5411.78%+2,336
UNIVERSAL INS HLDGS INC(UVE)0122,501+122,50102,2980.43%+2,298
BWX TECHNOLOGIES INC(BWXT)025,542+25,54202,4260.45%+2,426
INTRA-CELLULAR THERAPIES INC031,448+31,44802,1540.40%+2,154
GE VERNOVA INC(GEV)011,787+11,78702,0220.38%+2,022
PROCEPT BIOROBOTICS CORP(PRCT)60,11680,764+20,6482,9714,9340.92%+1,963
TETRA TECH INC NEW(TTEK)09,040+9,04001,8480.35%+1,848
RED VIOLET INC(RDVT)068,180+68,18001,7320.32%+1,732
UPWORK INC(UPWK)0156,153+156,15301,6790.31%+1,679
NERDWALLET INC0110,656+110,65601,6160.30%+1,616
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)0407,618+407,61808,1561.53%+8,156
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0163,561+163,56101,5210.28%+1,521
AXT INC(AXTI)0432,597+432,59701,4620.27%+1,462
ADAPTIVE BIOTECHNOLOGIES CORP(ADPT)0623,825+623,82502,2580.42%+2,258
INNOVID CORP0689,039+689,03901,2750.24%+1,275
MOBILEYE GLOBAL INC(MBLY)044,875+44,87501,2600.24%+1,260
CECO ENVIRONMENTAL CORP(CECO)205,982207,864+1,8824,7425,9971.12%+1,255
FRONTDOOR INC(FTDR)067,635+67,63502,2850.43%+2,285
RESEARCH SOLUTIONS INC177,389669,421+492,0325611,7070.32%+1,146
TOWER SEMICONDUCTOR LTD(TSEM)165,028167,028+2,0005,5206,5661.23%+1,046
ENPHASE ENERGY INC(ENPH)010,452+10,45201,0420.19%+1,042
MONTROSE ENVIRONMENTAL GROUP I87,859100,347+12,4883,4414,4710.84%+1,030
TRANSCAT INC37,43543,273+5,8384,1715,1790.97%+1,008
COVENANT LOGISTICS GROUP INC(CVLG)43,04160,445+17,4041,9952,9790.56%+984
EXPRO GROUP HOLDINGS NV88,193118,721+30,5281,7612,7210.51%+960
PETIQ INC0148,109+148,10903,2670.61%+3,267
LINCOLN EDL SVCS CORP(LINC)420,360442,249+21,8894,3425,2450.98%+903
APPLE INC(AAPL)055,099+55,099011,6052.17%+11,605
MIRION TECHNOLOGIES INC(MIR)259,500350,498+90,9982,9513,7640.70%+814
BGC GROUP INC235,158312,204+77,0461,8272,5910.48%+764
ONESPAN INC219,481255,348+35,8672,5533,2740.61%+721
BANCORP INC DEL(TBBK)080,166+80,16603,0270.57%+3,027
PATRICK INDS INC(PATK)40,10050,293+10,1934,7915,4591.02%+669
SUPERIOR INDS INTL INC0908,097+908,09702,9510.55%+2,951
STERLING INFRASTRUCTURE INC(STRL)056,867+56,86706,7301.26%+6,730
OPTIMIZERX CORP86,656169,353+82,6971,0531,6940.32%+641
CAESARSTONE LTD329,827389,375+59,5481,3491,9470.36%+598
ARROWHEAD PHARMACEUTICALS INC(ARWR)72,299102,262+29,9632,0682,6580.50%+590
WILLDAN GROUP INC(WLDN)135,336155,223+19,8873,9234,4780.84%+555
GLOBUS MED INC(GMED)069,896+69,89604,7870.90%+4,787
MRC GLOBAL INC263,573299,132+35,5593,3133,8620.72%+549
ENOVIX CORPORATION(ENVX)081,530+81,53001,2600.24%+1,260
DLH HLDGS CORP0168,501+168,50101,7790.33%+1,779
GRIFFON CORP(GFF)39,52652,711+13,1852,8993,3660.63%+467
GRAHAM CORP(GHM)179,473189,633+10,1604,8965,3401.00%+444
XYLEM INC(XYL)48,46549,235+7706,2646,6781.25%+414
SWEETGREEN INC117,855112,333-5,5222,9773,3860.63%+409
BADGER METER INC016,567+16,56703,0870.58%+3,087
GUIDEWIRE SOFTWARE INC(GWRE)047,254+47,25406,5161.22%+6,516
LSI INDS INC OHIO(LYTS)265,574305,286+39,7124,0154,4170.83%+402
GREAT LAKES DREDGE & DOCK CORP302,546346,602+44,0562,6473,0430.57%+396
BRAINSWAY LTD324,843346,867+22,0241,7182,1050.39%+387
ORION GROUP HLDGS INC256,424260,972+4,5482,1032,4820.46%+379
MEDIWOUND LTD132,487142,794+10,3071,8882,2160.41%+328
SELECT MED HLDGS CORP156,574143,247-13,3274,7215,0220.94%+302
NOVANTA INC(NOVT)20,04523,299+3,2543,5033,8000.71%+297
PHREESIA INC59,76481,443+21,6791,4301,7270.32%+296
NOVA LTD(NVMI)4,8224,82208551,1310.21%+276
VALMONT INDS INC(VMI)09,594+9,59402,6330.49%+2,633
ASPEN AEROGELS INC0295,116+295,11607,0391.32%+7,039
LIVERAMP HLDGS INC(RAMP)046,265+46,26501,4310.27%+1,431
CLEARPOINT NEURO INC329,879462,586+132,7072,2432,4930.47%+250
ENVIRI CORP338,493387,814+49,3213,0973,3470.63%+250
LANTRONIX INC0466,958+466,95801,6580.31%+1,658
PERFORMANT FINL CORP0661,963+661,96301,9200.36%+1,920
CAMTEK LTD(CAMT)04,265+4,26505340.10%+534
COGNYTE SOFTWARE LTD339,452388,350+48,8982,8072,9670.55%+160
BIODESIX INC0968,617+968,61701,4820.28%+1,482
LENSAR INC033,706+33,70601520.03%+152
NEURONETICS INC082,668+82,66801490.03%+149
DOCEBO INC059,769+59,76902,3090.43%+2,309
WIDEPOINT CORP031,570+31,57001320.02%+132
TESLA INC(TSLA)0670+67001330.02%+133
LAIRD SUPERFOOD INC022,248+22,24801250.02%+125
MATADOR RES CO(MTDR)37,53244,132+6,6002,5062,6300.49%+124
EVERCORE INC(EVR)012,373+12,37302,5790.48%+2,579
RIVIAN AUTOMOTIVE INC(RIVN)47,61747,61705216390.12%+118
AXCELIS TECHNOLOGIES INC03,725+3,72505300.10%+530
OPTEX SYS HLDGS INC014,306+14,30601030.02%+103
SOPHIA GENETICS SA262,834305,338+42,5041,2961,3980.26%+103
COGNEX CORP(CGNX)057,442+57,44202,6860.50%+2,686
BM TECHNOLOGIES INC042,420+42,4200950.02%+95
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