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Asset Manager ← All Institutions

G2 Investment Partners Management LLC

Q1 2026 · Filed 2026-05-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$385M

+2.6%

Holdings

+15

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

35.9%

Turnover

56.8%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
UCTT	2.92%	0.00%	+2.92%	$11M
NOVT	2.63%	0.00%	+2.63%	$10M
MITK	1.75%	0.00%	+1.75%	$7M
ALGM	1.71%	0.00%	+1.71%	$7M
VVX	2.31%	0.70%	+1.61%	$9M
FSLY	2.18%	0.62%	+1.56%	$8M
PTRN	1.45%	0.00%	+1.45%	$6M
VPG	2.11%	0.82%	+1.28%	$8M
RNG	1.16%	0.00%	+1.16%	$4M
WULF	1.08%	0.00%	+1.08%	$4M
VIAV	4.96%	3.92%	+1.04%	$19M
CDNL	1.01%	0.00%	+1.01%	$4M
AIP	2.66%	1.65%	+1.01%	$10M
TTMI	3.19%	2.23%	+0.95%	$12M
NET	0.92%	0.00%	+0.92%	$4M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
BRZE	0.00%	2.65%	-2.65%	$0
ALAB	0.61%	3.06%	-2.45%	$2M
PACK	2.61%	4.81%	-2.20%	$10M
PEGA	0.00%	2.00%	-2.00%	$0
HNGE	0.00%	1.86%	-1.86%	$0
MAX	0.00%	1.71%	-1.71%	$0
CALX	2.04%	3.68%	-1.64%	$8M
EVLV	0.98%	2.61%	-1.63%	$4M
ALLT	1.21%	2.72%	-1.52%	$5M
PRCH	0.67%	2.19%	-1.52%	$3M
FROG	0.80%	2.26%	-1.46%	$3M
CLBT	0.11%	1.55%	-1.44%	$413K
CLS	2.51%	3.93%	-1.41%	$10M
GENI	0.46%	1.77%	-1.31%	$2M
APPS	0.60%	1.87%	-1.27%	$2M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	17	$143M	37.1%
Mid Cap	39	$137M	35.6%
Small Cap	34	$99M	25.8%
Micro Cap	5	$6M	1.6%

Portfolio Analytics

Avg Market Cap

$6.6B

Median Market Cap

$2.8B

Avg P/E

61.6

Median P/E

44.0

Avg Dividend Yield

0.01%

Avg Beta

1.55

# Stocks

# ETFs / Funds

Top Holdings (95 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VIAV	4.96%	573,988	$19M	$33.28	$4M	-251,012	-30.4%
2	AEIS	4.89%	58,428	$19M	$322.71	$2M	-24,331	-29.4%
3	DY	4.03%	45,835	$16M	$338.82	$3M	+9,635	+26.6%
4	MOD	3.93%	69,800	$15M	$216.71	$4M	-16,293	-18.9%
5	XMTR	3.88%	365,914	$15M	$40.84	$2M	+144,235	+65.1%
6	TTMI	3.19%	126,008	$12M	$97.42	$4M	+4,500	+3.7%
7	UCTT	2.92%	180,941	$11M	$62.18	—	+180,941	—	NEW
8	SEZL	2.75%	167,437	$11M	$63.29	-$384K	-5,563	-3.2%
9	STRL	2.71%	25,658	$10M	$407.27	$2M	-835	-3.1%
10	TSEM	2.68%	58,787	$10M	$175.48	$2M	-15,213	-20.6%
11	AIP	2.66%	623,003	$10M	$16.44	$4M	+222,894	+55.7%
12	NOVT	2.63%	85,950	$10M	$118.11	—	+85,950	—	NEW
13	PACK	2.61%	2,820,285	$10M	$3.57	-$8M	-518,586	-15.5%
14	CLS	2.51%	34,367	$10M	$281.68	-$5M	-15,483	-31.1%
15	VVX	2.31%	129,863	$9M	$68.50	$6M	+81,863	+170.6%
16	FSLY	2.18%	289,568	$8M	$29.06	$6M	+59,668	+25.9%
17	VPG	2.11%	186,921	$8M	$43.42	$5M	+106,542	+132.6%
18	LYTS	2.08%	430,185	$8M	$18.60	$2M	+125,185	+41.0%
19	CALX	2.04%	160,542	$8M	$48.99	-$6M	-100,458	-38.5%
20	TREE	1.95%	175,339	$8M	$42.88	$3M	+82,872	+89.6%
21	MTSI	1.90%	32,994	$7M	$222.07	$1M	-3,006	-8.3%
22	MITK	1.75%	499,000	$7M	$13.50	—	+499,000	—	NEW
23	ALGM	1.71%	208,569	$7M	$31.53	—	+208,569	—	NEW
24	AIR	1.69%	59,475	$7M	$109.46	$2M	+3,475	+6.2%
25	IBEX	1.46%	209,516	$6M	$26.82	$2M	+110,021	+110.6%
26	PTRN	1.45%	449,230	$6M	$12.43	—	+449,230	—	NEW
27	SITM	1.38%	15,451	$5M	$345.35	-$4M	-12,037	-43.8%
28	ARX	1.29%	372,811	$5M	$13.36	$3M	+279,470	+299.4%
29	FEIM	1.29%	112,289	$5M	$44.26	$3M	+71,289	+173.9%
30	CHYM	1.26%	260,000	$5M	$18.73	-$4M	-110,846	-29.9%
31	ALLT	1.21%	697,100	$5M	$6.66	-$6M	-342,900	-33.0%
32	RNG	1.16%	119,744	$4M	$37.19	—	+119,744	—	NEW
33	WULF	1.08%	289,342	$4M	$14.43	—	+289,342	—	NEW
34	ARLO	1.04%	282,073	$4M	$14.23	$2M	+127,073	+82.0%
35	CDNL	1.01%	98,023	$4M	$39.65	—	+98,023	—	NEW
36	EVLV	0.98%	623,700	$4M	$6.05	-$6M	-746,300	-54.5%
37	NET	0.92%	17,263	$4M	$206.34	—	+17,263	—	NEW
38	SMTC	0.90%	44,898	$3M	$76.89	—	+44,898	—	NEW
39	REAL	0.85%	362,525	$3M	$9.08	—	+362,525	—	NEW
40	ROC	0.82%	449,421	$3M	$6.99	—	+449,421	—	NEW
41	RELY	0.81%	199,398	$3M	$15.67	—	+199,398	—	NEW
42	LGN	0.80%	54,866	$3M	$56.46	—	+54,866	—	NEW
43	FROG	0.80%	65,295	$3M	$46.93	-$5M	-70,243	-51.8%
44	DSP	0.74%	256,183	$3M	$11.20	—	+256,183	—	NEW
45	KN	0.74%	110,725	$3M	$25.68	—	+110,725	—	NEW
46	ALNT	0.71%	46,377	$3M	$59.09	—	+46,377	—	NEW
47	HUT.TO	0.71%	58,000	$3M	$46.91	-$270K	-7,108	-10.9%
48	VSH	0.69%	146,703	$3M	$18.00	—	+146,703	—	NEW
49	PRCH	0.67%	360,255	$3M	$7.17	-$6M	-538,745	-59.9%
50	DIBS	0.64%	450,000	$2M	$5.50	-$2M	-226,850	-33.5%
51	PKE	0.64%	90,000	$2M	$27.38	—	+90,000	—	NEW
52	DCO	0.63%	20,000	$2M	$122.00	—	+20,000	—	NEW
53	DIOD	0.62%	35,000	$2M	$68.26	—	+35,000	—	NEW
54	WLDN	0.62%	31,000	$2M	$76.56	—	+31,000	—	NEW
55	ALAB	0.61%	21,514	$2M	$109.60	-$9M	-47,559	-68.8%
56	FIGR	0.61%	69,000	$2M	$33.95	—	+69,000	—	NEW
57	APPS	0.60%	800,000	$2M	$2.88	-$5M	-604,079	-43.0%
58	MIAX	0.53%	52,600	$2M	$38.92	—	+52,600	—	NEW
59	AMPL	0.48%	270,000	$2M	$6.82	-$1M	-14,481	-5.1%
60	CAMT	0.47%	12,000	$2M	$151.61	-$665K	-11,362	-48.6%
61	GENI	0.46%	400,000	$2M	$4.43	-$5M	-204,000	-33.8%
62	NAVN	0.39%	114,700	$2M	$13.24	—	+114,700	—	NEW
63	AFRM	0.38%	32,000	$1M	$45.82	-$4M	-34,892	-52.2%
64	UPWK	0.34%	120,000	$1M	$10.96	—	+120,000	—	NEW
65	ONTO	0.32%	6,000	$1M	$205.07	—	+6,000	—	NEW
66	KRNT	0.25%	65,000	$953K	$14.66	-$818K	-58,120	-47.2%
67	AEHR	0.24%	25,000	$927K	$37.08	—	+25,000	—	NEW
68	IBTA	0.12%	15,000	$450K	$29.97	—	+15,000	—	NEW
69	CLBT	0.11%	30,000	$413K	$13.78	-$5M	-292,071	-90.7%
70	GAMB	0.10%	100,000	$388K	$3.88	-$868K	-130,000	-56.5%
71	TATT	—%	—	—	—	-$447K	-10,000	-100.0%	SOLD
72	REAX	—%	—	—	—	-$1M	-300,000	-100.0%	SOLD
73	EVER	—%	—	—	—	-$999K	-37,000	-100.0%	SOLD
74	LC	—%	—	—	—	-$474K	-25,000	-100.0%	SOLD
75	LPTH	—%	—	—	—	-$1M	-130,292	-100.0%	SOLD
76	HNGE	—%	—	—	—	-$7M	-150,000	-100.0%	SOLD
77	QTWO	—%	—	—	—	-$3M	-47,971	-100.0%	SOLD
78	TDUP	—%	—	—	—	-$2M	-340,000	-100.0%	SOLD
79	AGYS	—%	—	—	—	-$1M	-12,342	-100.0%	SOLD
80	BRZE	—%	—	—	—	-$10M	-290,227	-100.0%	SOLD
81	OPRA	—%	—	—	—	-$2M	-109,849	-100.0%	SOLD
82	OPRX	—%	—	—	—	-$4M	-310,000	-100.0%	SOLD
83	UTI	—%	—	—	—	-$3M	-103,000	-100.0%	SOLD
84	GHM	—%	—	—	—	-$1M	-20,414	-100.0%	SOLD
85	GLXY	—%	—	—	—	-$2M	-92,900	-100.0%	SOLD
86	PAY	—%	—	—	—	-$3M	-85,100	-100.0%	SOLD
87	PEGA	—%	—	—	—	-$8M	-125,594	-100.0%	SOLD
88	CECO	—%	—	—	—	-$2M	-30,450	-100.0%	SOLD
89	MAX	—%	—	—	—	-$6M	-496,916	-100.0%	SOLD
90	LAW	—%	—	—	—	-$660K	-85,013	-100.0%	SOLD
91	COMM	—%	—	—	—	-$3M	-144,800	-100.0%	SOLD
92	AMBA	—%	—	—	—	-$2M	-33,078	-100.0%	SOLD
93	LIF	—%	—	—	—	-$2M	-34,653	-100.0%	SOLD
94	NPKI	—%	—	—	—	-$3M	-210,823	-100.0%	SOLD
95	INTA	—%	—	—	—	-$2M	-48,000	-100.0%	SOLD

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

Symbol	Shares	Value	Status
SEZL	—	$0	SOLD

New Positions

Symbol	Value	% Port
UCTT	$11M	2.92%
NOVT	$10M	2.63%
MITK	$7M	1.75%
ALGM	$7M	1.71%
PTRN	$6M	1.45%
RNG	$4M	1.16%
WULF	$4M	1.08%
CDNL	$4M	1.01%
NET	$4M	0.92%
SMTC	$3M	0.90%
REAL	$3M	0.85%
ROC	$3M	0.82%
RELY	$3M	0.81%
LGN	$3M	0.80%
DSP	$3M	0.74%

Sold Out Positions

Symbol	Value	% Port
QTWO	—	—%
LC	—	—%
GHM	—	—%
LAW	—	—%
MAX	—	—%
PAY	—	—%
HNGE	—	—%
UTI	—	—%
CECO	—	—%
BRZE	—	—%
NPKI	—	—%
LPTH	—	—%
LIF	—	—%
AGYS	—	—%
EVER	—	—%

View SEC EDGAR Filings for G2 Investment Partners Management LLC →