Fund HoldingsESSEX INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$556.15M
Total Bought
$52.79M
Total Sold
$109.30M
Net Transaction
-$56.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
IDEX CORP(IEX)023,903+23,90305,0030.90%+5,003
GRID DYNAMICS HLDGS INC0139,676+139,67603,1060.56%+3,106
QUIDELORTHO CORP(QDEL)063,797+63,79702,8420.51%+2,842
RADCOM LTD0229,133+229,13302,8320.51%+2,832
EXTREME NETWORKS(EXTR)0155,261+155,26102,5990.47%+2,599
PRIMORIS SVCS CORP(PRIM)149,043146,371-2,6728,65611,1832.01%+2,526
FORWARD AIR CORP077,127+77,12702,4870.45%+2,487
OUSTER INC(OUST)0275,433+275,43303,3660.61%+3,366
CONCENTRA GROUP HOLDINGS PAREN(CON)0108,586+108,58602,1480.39%+2,148
AVEPOINT INC592,511545,745-46,7666,9749,0101.62%+2,036
CHART INDS INC(GTLS)09,834+9,83401,8770.34%+1,877
NUTEX HEALTH INC(NUTX)72,785105,809+33,0241,5793,3530.60%+1,774
AMBARELLA INC(AMBA)090,522+90,52206,5851.18%+6,585
CERAGON NETWORKS LTD1,251,1341,102,599-148,5353,4285,1490.93%+1,721
PEGASYSTEMS INC(PEGA)36,09145,881+9,7902,6384,2760.77%+1,638
XERIS BIOPHARMA HOLDINGS INC0474,955+474,95501,6100.29%+1,610
MYOMO INC899,135793,697-105,4383,6065,1110.92%+1,506
TOWER SEMICONDUCTOR LTD(TSEM)179,579183,392+3,8137,9489,4471.70%+1,498
EVERUS CONSTR GROUP(ECG)022,751+22,75101,4960.27%+1,496
METHODE ELECTRS INC0122,533+122,53301,4450.26%+1,445
MIRION TECHNOLOGIES INC(MIR)351,478304,255-47,2233,8915,3090.95%+1,418
FIRST SOLAR INC(FSLR)07,122+7,12201,2550.23%+1,255
SALESFORCE INC(CRM)022,000+22,00007,3551.32%+7,355
NOVOCURE LTD(NVCR)0121,826+121,82603,6300.65%+3,630
CLEARPOINT NEURO INC463,853408,822-55,0315,2006,2881.13%+1,088
SIMILARWEB LTD305,349264,820-40,5292,6993,7520.67%+1,053
LINCOLN EDL SVCS CORP(LINC)0399,640+399,64006,3221.14%+6,322
AMAZON COM INC(AMZN)033,490+33,49007,3471.32%+7,347
GOLDMAN SACHS GROUP INC(GS)09,811+9,81105,6181.01%+5,618
AVITA MEDICAL INC231,094261,171+30,0772,4773,3430.60%+866
GE VERNOVA INC(GEV)11,57611,597+212,9523,8150.69%+863
TARSUS PHARMACEUTICALS INC(TARS)109,15679,760-29,3963,5904,4160.79%+826
OLO INC450,768393,395-57,3732,2363,0210.54%+785
BLUEPRINT MEDICINES CORP35,46145,736+10,2753,2803,9890.72%+709
LIQUIDITY SVCS INC(LQDT)120,587106,490-14,0972,7493,4390.62%+689
RESEARCH SOLUTIONS INC0595,687+595,68702,4720.44%+2,472
GRAHAM CORP(GHM)190,253140,716-49,5375,6306,2581.13%+628
PAYMENTUS HOLDINGS INC(PAY)210,184147,816-62,3684,2084,8290.87%+621
MEDIWOUND LTD0148,949+148,94902,6510.48%+2,651
UPWORK INC(UPWK)0136,049+136,04902,2240.40%+2,224
APPLE INC(AAPL)041,640+41,640010,4271.87%+10,427
SI-BONE INC167,524208,160+40,6362,3422,9180.52%+576
REVOLVE GROUP INC(RVLV)131,463114,360-17,1033,2583,8300.69%+572
GLOBUS MED INC(GMED)063,945+63,94505,2890.95%+5,289
INTRA-CELLULAR THERAPIES INC58,38556,915-1,4704,2724,7540.85%+482
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0142,823+142,82301,9900.36%+1,990
SUNOPTA INC
COM
811,188728,311-82,8775,1755,6081.01%+433
VALMONT INDS INC(VMI)09,159+9,15902,8090.51%+2,809
ARTERIS INC(AIP)324,291286,241-38,0502,5042,9170.52%+413
DISNEY WALT CO(DIS)031,211+31,21103,4750.62%+3,475
SUNRUN INC(RUN)043,544+43,54404030.07%+403
INTERFACE INC(TILE)163,957143,676-20,2813,1103,4990.63%+388
COGNYTE SOFTWARE LTD0345,520+345,52002,9890.54%+2,989
LIGHTPATH TECHNOLOGIES INC095,877+95,87703380.06%+338
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)402,531368,108-34,4239,3799,7111.75%+332
CHENIERE ENERGY INC(LNG)09,352+9,35202,0090.36%+2,009
LSI INDS INC OHIO(LYTS)306,397269,911-36,4864,9485,2420.94%+293
TRIMBLE INC(TRMB)28,40528,546+1411,7642,0170.36%+253
RED VIOLET INC(RDVT)68,27960,097-8,1821,9432,1760.39%+233
LENSAR INC039,890+39,89003570.06%+357
INSPIREMD INC072,565+72,56501910.03%+191
ETON PHARMACEUTICALS INC(ETON)024,442+24,44203260.06%+326
AIRGAIN INC020,602+20,60201450.03%+145
BGC GROUP INC313,085331,533+18,4482,8743,0040.54%+130
NINE ENERGY SERVICE INC0112,980+112,98001270.02%+127
ENOVIX CORPORATION(ENVX)080,299+80,29908730.16%+873
DUOS TECHNOLOGIES GROUP INC019,364+19,36401160.02%+116
CODA OCTOPUS GROUP INC014,603+14,60301140.02%+114
OWLET INC025,461+25,46101130.02%+113
HCI GROUP INC88,57982,335-6,2449,4839,5941.73%+111
BADGER METER INC14,94715,877+9303,2653,3680.61%+103
PAYCHEX INC(PAYX)19,15319,063-902,5702,6730.48%+103
MACOM TECH SOLUTIONS HLDGS INC(MTSI)05,400+5,40007020.13%+702
RIVIAN AUTOMOTIVE INC(RIVN)046,936+46,93606240.11%+624
ELTEK LTD08,913+8,9130990.02%+99
TESLA INC(TSLA)0670+67002710.05%+271
AMERICAN EXPRESS CO(AXP)4,1484,082-661,1251,2110.22%+87
WIDEPOINT CORP050,699+50,69902450.04%+245
MATADOR RES CO(MTDR)040,235+40,23502,2640.41%+2,264
HEALTH CATALYST INC247,161295,112+47,9512,0122,0860.38%+75
ADAPTIVE BIOTECHNOLOGIES CORP(ADPT)718,656625,838-92,8183,6803,7520.67%+72
LIGAND PHARMACEUTICALS INC(LGND)69,14865,247-3,9016,9216,9911.26%+70
DAY ONE BIOPHARMACEUTICALS INC
COM
184,230207,574+23,3442,5662,6300.47%+64
JPMORGAN CHASE & CO.(JPM)03,650+3,65008750.16%+875
ONE STOP SYS INC073,795+73,79502470.04%+247
GRAND CANYON ED INC(LOPE)02,300+2,30003770.07%+377
SNAP ON INC(SNA)01,205+1,20504090.07%+409
LAIRD SUPERFOOD INC019,941+19,94101570.03%+157
BM TECHNOLOGIES INC038,024+38,02401860.03%+186
SITIME CORP(SITM)0850+85001820.03%+182
ENERGY SVCS ACQUISITION CORP017,832+17,83202250.04%+225
DATA I O CORP039,063+39,06301080.02%+108
QUANTA SVCS INC01,885+1,88505960.11%+596
ALKAMI TECHNOLOGY INC(ALKT)0914+9140340.01%+34
INTUIT(INTU)04,189+4,18902,6330.47%+2,633
OOMA INC20,07117,626-2,4452292480.04%+19
TETRA TECHNOLOGIES INC DEL(TTI)0761,653+761,65302,7270.49%+2,727
AUTOMATIC DATA PROCESSING INC0712+71202080.04%+208
INTEST CORP022,784+22,78401960.04%+196
GALLAGHER ARTHUR J & CO(AJG)03,880+3,88001,1010.20%+1,101
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