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Asset Manager ← All Institutions

Archon Capital Management LLC

Q3 2025 · Filed 2025-11-14
Market Value
$161M
+34.0%
Holdings
52
-3
New Purchases
8
Added To
22
Closed
10
Reduced
10
Top 10 Concentration
45.8%
Turnover
34.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OMDA 4.14% 0.00% +4.14% $7M
REAL 5.10% 1.35% +3.75% $8M
BRZE 4.68% 1.07% +3.60% $8M
PL 4.39% 0.89% +3.50% $7M
WIX 3.41% 0.00% +3.41% $5M
BW 3.35% 0.00% +3.35% $5M
OLPX 2.59% 0.21% +2.39% $4M
BYRN 2.04% 0.00% +2.04% $3M
CXM 1.44% 0.00% +1.44% $2M
XPOF 1.25% 0.00% +1.25% $2M
MTLS 1.51% 0.32% +1.19% $2M
POWL 3.41% 2.23% +1.19% $5M
OSS 1.59% 0.45% +1.14% $3M
LOCO 0.85% 0.00% +0.85% $1M
HCSG 2.60% 1.94% +0.66% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PBPB 0.00% 5.58% -5.58% $0
SN 0.00% 4.09% -4.09% $0
OLO 0.00% 3.38% -3.38% $0
ZM 1.05% 4.13% -3.07% $2M
ORN 1.99% 5.04% -3.05% $3M
PRIM 0.00% 1.95% -1.95% $0
LPTH 1.12% 3.04% -1.92% $2M
APYX 4.37% 6.15% -1.78% $7M
DHX 1.24% 2.96% -1.72% $2M
ESTC 1.58% 3.16% -1.59% $3M
GHM 0.00% 1.45% -1.45% $0
LYTS 2.66% 4.04% -1.37% $4M
MRCY 1.18% 2.23% -1.04% $2M
WEAV 0.00% 0.99% -0.99% $0
TRIP 0.00% 0.81% -0.81% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $20M 12.4%
Mid Cap 8 $37M 23.2%
Small Cap 24 $67M 41.5%
Micro Cap 15 $37M 22.9%

Portfolio Analytics

Avg Market Cap
$3.0B
Median Market Cap
$876M
Avg P/E
47.9
Median P/E
30.7
Avg Dividend Yield
0.00%
Avg Beta
1.30
# Stocks
52
# ETFs / Funds
0

Top Holdings (52 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SVV 6.34% 768,867 $10M $13.25 $3M +40,800 +5.6%
2 EZPW 5.24% 442,433 $8M $19.04 $2M +10,000 +2.3%
3 REAL 5.10% 771,606 $8M $10.63 $7M +433,513 +128.2%
4 BRZE 4.68% 264,447 $8M $28.44 $6M +218,573 +476.5%
5 PL 4.39% 543,700 $7M $12.98 $6M +368,700 +210.7%
6 APYX 4.37% 3,281,486 $7M $2.14 -$361K
7 OMDA 4.14% 301,312 $7M $22.11 +301,312 NEW
8 MPTI 4.08% 118,233 $7M $55.48 $2M +17,565 +17.4%
9 TDC 3.86% 288,232 $6M $21.51 $1M +60,000 +26.3%
10 BAND 3.62% 348,934 $6M $16.67 $1M +57,234 +19.6%
11 TWLO 3.50% 56,300 $6M $100.09 $2M +25,300 +81.6%
12 WIX 3.41% 30,900 $5M $177.63 +30,900 NEW
13 POWL 3.41% 18,000 $5M $304.81 $3M +5,300 +41.7%
14 BW 3.35% 1,855,545 $5M $2.90 +1,855,545 NEW
15 LYTS 2.66% 181,437 $4M $23.61 -$562K -103,435 -36.3%
16 HCSG 2.60% 248,740 $4M $16.83 $2M +93,800 +60.5%
17 OLPX 2.59% 3,182,319 $4M $1.31 $4M +3,004,751 +1692.2%
18 STXS 2.37% 1,226,044 $4M $3.11 $1M -57,853 -4.5%
19 BYRN 2.04% 148,000 $3M $22.16 +148,000 NEW
20 ORN 1.99% 383,810 $3M $8.32 -$3M -283,155 -42.5%
21 SPWH 1.90% 1,100,754 $3M $2.77 $445K +346,051 +45.9%
22 KOPN 1.68% 1,109,737 $3M $2.43 $739K -170,060 -13.3%
23 KRMD 1.67% 700,147 $3M $3.83 $175K
24 OSS 1.59% 476,812 $3M $5.36 $2M +323,714 +211.4%
25 ESTC 1.58% 30,000 $3M $84.49 -$1M -15,000 -33.3%
26 MTLS 1.51% 434,628 $2M $5.57 $2M +367,045 +543.1%
27 CYRX 1.48% 250,268 $2M $9.48 $1M +77,461 +44.8%
28 TDUP 1.45% 246,450 $2M $9.45 $868K +51,417 +26.4%
29 CXM 1.44% 300,000 $2M $7.72 +300,000 NEW
30 SOPH 1.26% 427,071 $2M $4.76 $1M +105,544 +32.8%
31 SSTI 1.25% 166,430 $2M $12.06 $81K +18,875 +12.8%
32 XPOF 1.25% 257,520 $2M $7.79 +257,520 NEW
33 DHX 1.24% 718,373 $2M $2.78 -$2M -477,370 -39.9%
34 MRCY 1.18% 24,600 $2M $77.40 -$767K -25,000 -50.4%
35 LPTH 1.12% 226,296 $2M $7.93 -$2M -958,194 -80.9%
36 ZM 1.05% 20,500 $2M $82.50 -$3M -43,000 -67.7%
37 RRGB 0.88% 206,373 $1M $6.86 $582K +62,448 +43.4%
38 LOCO 0.85% 140,490 $1M $9.70 +140,490 NEW
39 CVRX 0.72% 143,968 $1M $8.07 $133K -31,032 -17.7%
40 OPXS 0.67% 83,910 $1M $12.89 $749K +55,000 +190.2%
41 LSF 0.31% 90,368 $504K $5.58 -$52K +2,028 +2.3%
42 DIBS 0.19% 118,921 $308K $2.59 +118,921 NEW
43 PBPB —% -$7M -546,417 -100.0% SOLD
44 WEAV —% -$1M -142,340 -100.0% SOLD
45 OLO —% -$4M -455,961 -100.0% SOLD
46 SN —% -$5M -49,600 -100.0% SOLD
47 PRIM —% -$2M -30,072 -100.0% SOLD
48 SEMR —% -$510K -56,371 -100.0% SOLD
49 GHM —% -$2M -35,043 -100.0% SOLD
50 ARAY —% -$408K -297,560 -100.0% SOLD
51 LINC —% -$692K -30,000 -100.0% SOLD
52 TRIP —% -$972K -74,500 -100.0% SOLD

New Positions

SymbolValue% Port
OMDA $7M 4.14%
WIX $5M 3.41%
BW $5M 3.35%
BYRN $3M 2.04%
CXM $2M 1.44%
XPOF $2M 1.25%
LOCO $1M 0.85%
DIBS $308K 0.19%

Sold Out Positions

SymbolValue% Port
GHM —%
SN —%
PRIM —%
WEAV —%
LINC —%
TRIP —%
ARAY —%
SEMR —%
OLO —%
PBPB —%
View SEC EDGAR Filings for Archon Capital Management LLC →

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