— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

IMMERSION CORP

Q2 2025 · Filed 2025-08-14
Market Value
$61M
+43.1%
Holdings
8
+2
New Purchases
2
Added To
3
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NNDM 16.07% 5.09% +10.98% $10M
PLCE 4.17% 0.00% +4.17% $3M
AMBC 3.51% 0.00% +3.51% $2M
MRVI 3.93% 2.04% +1.90% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FPH 26.12% 36.29% -10.17% $16M
UEIC 16.84% 22.28% -5.44% $10M
MX 21.08% 24.02% -2.94% $13M
MRAM 8.28% 10.28% -2.01% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 5 $35M 57.9%
Micro Cap 3 $26M 42.1%

Portfolio Analytics

Avg Market Cap
$428M
Median Market Cap
$346M
Avg P/E
7.7
Median P/E
7.7
Avg Dividend Yield
—%
Avg Beta
1.10
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FPH 26.12% 2,882,081 $16M $5.50 $461K
2 MX 21.08% 3,213,966 $13M $3.98 $3M +243,827 +8.2%
3 UEIC 16.84% 1,544,647 $10M $6.62 $772K
4 NNDM 16.07% 6,020,142 $10M $1.62 $8M +4,662,090 +343.3%
5 MRAM 8.28% 798,438 $5M $6.29 $661K -56,650 -6.6%
6 PLCE 4.17% 571,000 $3M $4.43 +571,000 NEW
7 MRVI 3.93% 990,000 $2M $2.41 $2M +599,164 +153.3%
8 AMBC 3.51% 300,000 $2M $7.10 +300,000 NEW

New Positions

SymbolValue% Port
PLCE $3M 4.17%
AMBC $2M 3.51%
View SEC EDGAR Filings for IMMERSION CORP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms