Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AWM Investment Company, Inc. (CIK 1535264) reported $1.15B across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LASR ($65.4M, 5.67%), VICR ($56.6M, 4.91%), MASS ($42.5M, 3.68%), LPTH ($41.5M, 3.60%), AMSC ($39.5M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LASR | nLight, Inc. | $65.4M | 5.67% | 939,011 | Trimmed |
| 2 | VICR | Vicor Corporation | $56.6M | 4.91% | 148,981 | Trimmed |
| 3 | MASS | 908 Devices, Inc. | $42.5M | 3.68% | 4.9M | Trimmed |
| 4 | LPTH | LightPath Technologies, Inc. | $41.5M | 3.60% | 2.5M | Added |
| 5 | AMSC | American Superconductor Corp | $39.5M | 3.43% | 951,604 | Added |
| 6 | CEVA | CEVA, Inc. | $37.7M | 3.27% | 799,806 | Trimmed |
| 7 | BFLY | Butterfly Network, Inc. | $37.3M | 3.24% | 4.4M | Hold |
| 8 | DFTX | Definium Therapeutics, Inc. | $36.9M | 3.20% | 784,800 | Trimmed |
| 9 | AEHR | Aehr Test Systems | $36.0M | 3.12% | 374,808 | Trimmed |
| 10 | KOPN | Kopin Corporation | $35.9M | 3.12% | 8.0M | Trimmed |
| 11 | BKSY | BlackSky Technology, Inc. | $33.5M | 2.91% | 1.2M | Trimmed |
| 12 | BRUN | Boost Run, Inc. | $31.6M | 2.74% | 813,739 | New |
| 13 | PI | Impinj, Inc. | $29.7M | 2.57% | 207,018 | Hold |
| 14 | AVAV | Aerovironment, Inc. | $24.3M | 2.10% | 146,908 | Added |
| 15 | VELO | Velo3D, Inc. | $23.2M | 2.01% | 1.3M | Trimmed |
| 16 | BLZE | Backblaze, Inc. | $22.2M | 1.93% | 1.4M | Hold |
| 17 | REAL | The RealReal, Inc. | $21.3M | 1.85% | 1.8M | Added |
| 18 | UTI | Universal Technical Institute, | $20.9M | 1.82% | 489,098 | Hold |
| 19 | TALK | Talkspace, Inc. | $19.9M | 1.73% | 3.8M | Hold |
| 20 | ARLO | Arlo Technologies, Inc. | $19.8M | 1.72% | 1.5M | Added |
| 21 | MRAM | Everspin Technology, Inc. | $18.1M | 1.57% | 750,000 | Trimmed |
| 22 | IMDX | Insight Molecular Diagnostic I | $16.7M | 1.45% | 2.8M | Added |
| 23 | ASYS | Amtech Systems, Inc. | $15.9M | 1.38% | 690,000 | New |
| 24 | SRTA | Strata Critical Medical, Inc. | $14.9M | 1.29% | 2.8M | Hold |
| 25 | AIOT | PowerFleet, Inc. | $14.7M | 1.28% | 3.8M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30