AMH Equity Ltd 13F 持仓 · 最近申报 2025年Q3
AMH Equity 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 8,029.98 万美元。前几大持仓：LPTH（12.84%）、AIOT（5.87%）、TWIN（5.73%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LPTH | LIGHTPATH TECHNOLOGIES INC | $10.3M | 12.84% | 1.3M | 减持 |
| 2 | AIOT | POWERFLEET INC | $4.7M | 5.87% | 900,000 | 减持 |
| 3 | TWIN | TWIN DISC INC | $4.6M | 5.73% | 330,090 | 减持 |
| 4 | DOCN | DIGITALOCEAN HLDGS INC | $3.8M | 4.68% | 110,000 | 减持 |
| 5 | UEIC | UNIVERSAL ELECTRS INC | $3.7M | 4.64% | 800,000 | 增持 |
| 6 | IDCC | INTERDIGITAL INC | $3.5M | 4.30% | 10,000 | 减持 |
| 7 | MYGN | MYRIAD GENETICS INC | $2.9M | 3.60% | 400,000 | 增持 |
| 8 | DCO | DUCOMMUN INC DEL | $2.9M | 3.59% | 30,000 | 减持 |
| 9 | PRPO | PRECIPIO INC | $2.3M | 2.90% | 131,100 | 增持 |
| 10 | BW | BABCOCK & WILCOX ENTERPRISES | $2.0M | 2.54% | 704,145 | 新建仓 |
| 11 | HCAT | HEALTH CATALYST INC | $1.9M | 2.34% | 660,000 | 增持 |
| 12 | ACNT | ASCENT INDUSTRIES CO | $1.9M | 2.33% | 145,019 | 持平 |
| 13 | SSYS | STRATASYS LTD | $1.9M | 2.32% | 166,000 | 减持 |
| 14 | RFIL | RF INDS LTD | $1.8M | 2.29% | 223,900 | 新建仓 |
| 15 | HBIO | HARVARD BIOSCIENCE INC | $1.8M | 2.21% | 4.0M | 增持 |
| 16 | LINC | LINCOLN EDL SVCS CORP | $1.8M | 2.19% | 75,000 | 持平 |
| 17 | BRC | BRADY CORP | $1.5M | 1.90% | 19,603 | 减持 |
| 18 | TISI | TEAM INC | $1.5M | 1.86% | 90,274 | 增持 |
| 19 | LASR | NLIGHT INC | $1.5M | 1.84% | 50,000 | 减持 |
| 20 | CVV | CVD EQUIP CORP | $1.4M | 1.74% | 416,927 | 减持 |
| 21 | HURC | HURCO CO | $1.4M | 1.70% | 78,279 | 减持 |
| 22 | MTEK | MARIS TECH LTD | $1.3M | 1.59% | 684,400 | 减持 |
| 23 | INTT | INTEST CORP | $1.3M | 1.57% | 161,711 | 减持 |
| 24 | ELVA | ELECTROVAYA INC | $1.2M | 1.47% | 200,718 | 增持 |
| 25 | MTLS | MATERIALISE NV | $1.2M | 1.44% | 207,661 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR