AWM Investment Company, Inc. 13F 持仓 · 2026年Q2
AWM Investment Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 11.52 亿美元。前几大持仓：LASR（5.67%）、VICR（4.91%）、MASS（3.68%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LASR | nLight, Inc. | $65.4M | 5.67% | 939,011 | 减持 |
| 2 | VICR | Vicor Corporation | $56.6M | 4.91% | 148,981 | 减持 |
| 3 | MASS | 908 Devices, Inc. | $42.5M | 3.68% | 4.9M | 减持 |
| 4 | LPTH | LightPath Technologies, Inc. | $41.5M | 3.60% | 2.5M | 增持 |
| 5 | AMSC | American Superconductor Corp | $39.5M | 3.43% | 951,604 | 增持 |
| 6 | CEVA | CEVA, Inc. | $37.7M | 3.27% | 799,806 | 减持 |
| 7 | BFLY | Butterfly Network, Inc. | $37.3M | 3.24% | 4.4M | 持平 |
| 8 | DFTX | Definium Therapeutics, Inc. | $36.9M | 3.20% | 784,800 | 减持 |
| 9 | AEHR | Aehr Test Systems | $36.0M | 3.12% | 374,808 | 减持 |
| 10 | KOPN | Kopin Corporation | $35.9M | 3.12% | 8.0M | 减持 |
| 11 | BKSY | BlackSky Technology, Inc. | $33.5M | 2.91% | 1.2M | 减持 |
| 12 | BRUN | Boost Run, Inc. | $31.6M | 2.74% | 813,739 | 新建仓 |
| 13 | PI | Impinj, Inc. | $29.7M | 2.57% | 207,018 | 持平 |
| 14 | AVAV | Aerovironment, Inc. | $24.3M | 2.10% | 146,908 | 增持 |
| 15 | VELO | Velo3D, Inc. | $23.2M | 2.01% | 1.3M | 减持 |
| 16 | BLZE | Backblaze, Inc. | $22.2M | 1.93% | 1.4M | 持平 |
| 17 | REAL | The RealReal, Inc. | $21.3M | 1.85% | 1.8M | 增持 |
| 18 | UTI | Universal Technical Institute, | $20.9M | 1.82% | 489,098 | 持平 |
| 19 | TALK | Talkspace, Inc. | $19.9M | 1.73% | 3.8M | 持平 |
| 20 | ARLO | Arlo Technologies, Inc. | $19.8M | 1.72% | 1.5M | 增持 |
| 21 | MRAM | Everspin Technology, Inc. | $18.1M | 1.57% | 750,000 | 减持 |
| 22 | IMDX | Insight Molecular Diagnostic I | $16.7M | 1.45% | 2.8M | 增持 |
| 23 | ASYS | Amtech Systems, Inc. | $15.9M | 1.38% | 690,000 | 新建仓 |
| 24 | SRTA | Strata Critical Medical, Inc. | $14.9M | 1.29% | 2.8M | 持平 |
| 25 | AIOT | PowerFleet, Inc. | $14.7M | 1.28% | 3.8M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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