Fund HoldingsESSEX INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$612.72M
Total Bought
$108.10M
Total Sold
$230.18M
Net Transaction
-$122.08M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COURSERA INC COM(COUR)0405,150+405,15007,5721.24%+7,572
AMERICAN SUPERCONDUCTOR CORP S0700,833+700,83305,2910.86%+5,291
ARRAY TECHNOLOGIES INC COM SHS(ARRY)0279,872+279,87206,2101.01%+6,210
INARI MED INC COM0104,104+104,10406,8081.11%+6,808
NEXTERA ENERGY INC COM(NEE)074,755+74,75504,2830.70%+4,283
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)197,945451,130+253,1852,8396,7761.11%+3,937
ARLO TECHNOLOGIES INC COM(ARLO)0284,987+284,98702,9350.48%+2,935
PETIQ INC COM CL A0138,999+138,99902,7380.45%+2,738
BIGCOMMERCE HLDGS INC COM SER0261,857+261,85702,5850.42%+2,585
GREAT LAKES DREDGE & DOCK CORP0324,096+324,09602,5830.42%+2,583
TETRA TECHNOLOGIES INC DEL COM(TTI)803,741793,065-10,6762,7175,0600.83%+2,343
AUGMEDIX INC COM0434,286+434,28602,2370.37%+2,237
HERITAGE INSURANCE HLDGS INC C0334,495+334,49502,1710.35%+2,171
EXPRO GROUP HOLDINGS NV COM088,266+88,26602,0500.33%+2,050
AMER SOFTWARE INC CL A0172,845+172,84501,9810.32%+1,981
PROCEPT BIOROBOTICS CORP COM(PRCT)060,034+60,03401,9700.32%+1,970
FASTLY INC CL A(FSLY)0101,322+101,32201,9420.32%+1,942
MIRION TECHNOLOGIES INC COM CL(MIR)0259,212+259,21201,9360.32%+1,936
FIVERR INTL LTD ORD SHS075,076+75,07601,8370.30%+1,837
MATRIX SVC CO COM0312,844+312,84403,6920.60%+3,692
SWEETGREEN INC COM CL A0148,890+148,89001,7490.29%+1,749
PRIMORIS SVCS CORP COM(PRIM)247,370282,449+35,0797,5379,2451.51%+1,707
INTREPID POTASH INC COM067,823+67,82301,7060.28%+1,706
PERMA-FIX ENVIRONMENTAL SVCS C0145,485+145,48501,5200.25%+1,520
INSMED INC COM PAR $.01(INSM)0148,419+148,41903,7480.61%+3,748
THREDUP INC CL A0358,759+358,75901,4390.23%+1,439
OCEANEERING INTL INC COM(OII)050,700+50,70001,3040.21%+1,304
HELMERICH & PAYNE INC COM(HP)031,439+31,43901,3250.22%+1,325
PAYMENTUS HOLDINGS INC COM CL(PAY)0206,273+206,27303,4240.56%+3,424
APYX MEDICAL CORPORATION COM0372,106+372,10601,1910.19%+1,191
STITCH FIX INC COM CL A0342,529+342,52901,1820.19%+1,182
DLH HLDGS CORP COM0101,125+101,12501,1800.19%+1,180
TALKSPACE INC COM(TALK)01,420,067+1,420,06702,7690.45%+2,769
STRATEGIC ED INC COM(STRA)015,000+15,00001,1290.18%+1,129
CME GROUP INC COM(CME)05,612+5,61201,1240.18%+1,124
ASPEN TECHNOLOGY INC COM05,500+5,50001,1230.18%+1,123
TRANSOCEAN LTD REG SHS(RIG)0135,201+135,20101,1100.18%+1,110
GENIUS SPORTS LTD
SHARES CL A
0205,092+205,09201,0930.18%+1,093
ZSCALER INC COM(ZS)07,000+7,00001,0890.18%+1,089
CORE LABORATORIES INC COM044,597+44,59701,0710.17%+1,071
AUTODESK INC COM05,084+5,08401,0520.17%+1,052
DMC GLOBAL INC COM042,686+42,68601,0450.17%+1,045
GLOBANT S A COM
COM
05,273+5,27301,0430.17%+1,043
ARTIVION INC COM(AORT)068,210+68,21001,0340.17%+1,034
LEAR CORP COM NEW(LEA)07,607+7,60701,0210.17%+1,021
ROKU INC COM CL A(ROKU)014,000+14,00009880.16%+988
MARKFORGED HOLDING CORPORATION0642,128+642,12809310.15%+931
LSI INDS INC OHIO COM(LYTS)285,092281,344-3,7483,5814,4680.73%+887
CONSTRUCTION PARTNERS INC COM(ROAD)023,182+23,18208480.14%+848
CUTERA INC COM0503,939+503,93903,0340.50%+3,034
GUIDEWIRE SOFTWARE INC COM(GWRE)61,85761,379-4784,7065,5240.90%+818
FTC SOLAR INC COM0590,496+590,49607560.12%+756
LINCOLN EDL SVCS CORP COM(LINC)466,868459,821-7,0473,1473,8850.63%+739
CROWDSTRIKE HLDGS INC CL A(CRWD)08,994+8,99401,5050.25%+1,505
ENDAVA PLC ADS61,02967,599+6,5703,1613,8770.63%+716
MP MATERIALS CORP COM CL A(MP)126,798188,883+62,0852,9013,6080.59%+707
ORION GROUP HLDGS INC COM0284,324+284,32401,5240.25%+1,524
CISCO SYS INC COM(CSCO)027,503+27,50301,4790.24%+1,479
EVERCORE INC CLASS A(EVR)21,73924,305+2,5662,6873,3510.55%+664
ISHARES TR RUS 2000 GRW ETF03,404+3,40407630.12%+763
BP PLC SPONSORED ADR(BP)227,953223,776-4,1778,0448,6651.41%+620
SYMBOTIC INC CLASS A COM(SYM)062,034+62,03402,0740.34%+2,074
GRAHAM CORP COM(GHM)200,435197,329-3,1062,6623,2760.53%+614
KINIKSA PHARMACEUTICALS LTD CO188,298185,853-2,4452,6513,2280.53%+577
PAYONEER GLOBAL INC COM(PAYO)0435,871+435,87102,6680.44%+2,668
CERAGON NETWORKS LTD ORD01,137,973+1,137,97302,3330.38%+2,333
CECO ENVIRONMENTAL CORP COM(CECO)221,562218,634-2,9282,9603,4920.57%+532
EVOLUS INC COM0274,804+274,80402,5120.41%+2,512
TRANSCAT INC COM40,22039,701-5193,4313,8900.63%+458
WESTERN DIGITAL CORP. COM(WDC)036,191+36,19101,6510.27%+1,651
GEOSPACE TECHNOLOGIES CORP COM088,157+88,15701,1420.19%+1,142
HUDSON TECHNOLOGIES INC COM0123,866+123,86601,6470.27%+1,647
INTUIT COM(INTU)8,2828,240-423,7954,2100.69%+415
BIODESIX INC COM01,016,313+1,016,31301,6770.27%+1,677
ADVANCED MICRO DEVICES INC COM(AMD)010,733+10,73301,1040.18%+1,104
ENERGY SVCS ACQUISITION CORP C097,163+97,16303930.06%+393
MICRON TECHNOLOGY INC COM(MU)021,602+21,60201,4700.24%+1,470
PROFIRE ENERGY INC COM0455,584+455,58401,2670.21%+1,267
MYOMO INC COM NEW0292,637+292,63703250.05%+325
ZURN ELKAY WATER SOLNS CORP CO(ZWS)134,714140,227+5,5133,6223,9290.64%+307
CAMTEK LTD ORD(CAMT)011,260+11,26007010.11%+701
MATADOR RES CO COM(MTDR)041,988+41,98802,4970.41%+2,497
VANGUARD INDEX FDS TOTAL STK M01,206+1,20602560.04%+256
BAKER HUGHES COMPANY CL A(BKR)033,166+33,16601,1710.19%+1,171
VALERO ENERGY CORP COM(VLO)09,685+9,68501,3720.22%+1,372
ALPHABET INC CAP STK CL A(GOOG)09,982+9,98201,3060.21%+1,306
ETON PHARMACEUTICALS INC COM(ETON)0110,016+110,01604590.07%+459
BAIDU INC SPON ADR REP A012,699+12,69901,7060.28%+1,706
EXXON MOBIL CORP COM55,13751,852-3,2855,9136,0971.00%+183
ENVIRI CORP COM0356,306+356,30602,5730.42%+2,573
BOEING CO COM(BA)05,160+5,16009890.16%+989
MATSON INC COM(MATX)01,785+1,78501580.03%+158
HAEMONETICS CORP COM(HAE)011,208+11,20801,0040.16%+1,004
WILLDAN GROUP INC COM(WLDN)145,459143,527-1,9322,7872,9320.48%+145
IMMUNOGEN INC COM07,443+7,44301180.02%+118
NORTHERN TECHNOLOGIES INTL COR046,327+46,32706190.10%+619
BANCORP INC DEL COM(TBBK)073,823+73,82302,5470.42%+2,547
CHENIERE ENERGY INC COM NEW(LNG)17,50116,655-8462,6662,7640.45%+98
MACOM TECH SOLUTIONS HLDGS INC(MTSI)05,400+5,40004410.07%+441
CREXENDO INC COM0264,887+264,88705590.09%+559
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