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Asset Manager ← All Institutions

G2 Investment Partners Management LLC

Q1 2026 · Filed 2026-05-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$406M

-0.4%

Holdings

+14

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

36.7%

Turnover

57.3%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
UCTT	2.77%	0.00%	+2.77%	$11M
NOVT	2.50%	0.00%	+2.50%	$10M
MITK	1.66%	0.00%	+1.66%	$7M
ALGM	1.62%	0.00%	+1.62%	$7M
VVX	2.19%	0.64%	+1.55%	$9M
FSLY	2.07%	0.57%	+1.50%	$8M
PTRN	1.38%	0.00%	+1.38%	$6M
VPG	2.00%	0.76%	+1.24%	$8M
VIAV	4.71%	3.61%	+1.10%	$19M
RNG	1.10%	0.00%	+1.10%	$4M
WULF	1.03%	0.00%	+1.03%	$4M
AIP	2.52%	1.52%	+1.00%	$10M
TTMI	3.03%	2.06%	+0.97%	$12M
CDNL	0.96%	0.00%	+0.96%	$4M
MOD	3.73%	2.82%	+0.91%	$15M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
BRZE	0.00%	2.44%	-2.44%	$0
ALAB	0.58%	2.82%	-2.24%	$2M
DAVE	5.14%	7.21%	-2.07%	$21M
PACK	2.48%	4.44%	-1.95%	$10M
PEGA	0.00%	1.84%	-1.84%	$0
HNGE	0.00%	1.71%	-1.71%	$0
MAX	0.00%	1.58%	-1.58%	$0
EVLV	0.93%	2.41%	-1.48%	$4M
CALX	1.94%	3.39%	-1.45%	$8M
PRCH	0.64%	2.02%	-1.38%	$3M
ALLT	1.14%	2.51%	-1.37%	$5M
CLBT	0.10%	1.43%	-1.32%	$413K
FROG	0.76%	2.08%	-1.32%	$3M
CLS	2.39%	3.62%	-1.23%	$10M
GENI	0.44%	1.63%	-1.20%	$2M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	16	$116M	28.6%
Mid Cap	42	$184M	45.4%
Small Cap	33	$100M	24.6%
Micro Cap	5	$6M	1.4%

Portfolio Analytics

Avg Market Cap

$6.9B

Median Market Cap

$2.9B

Avg P/E

62.6

Median P/E

38.1

Avg Dividend Yield

0.00%

Avg Beta

1.59

# Stocks

# ETFs / Funds

Top Holdings (96 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	DAVE	5.14%	119,840	$21M	$174.09	-$9M	-12,828	-9.7%
2	VIAV	4.71%	573,988	$19M	$33.28	$4M	-251,012	-30.4%
3	AEIS	4.65%	58,428	$19M	$322.71	$2M	-24,331	-29.4%
4	DY	3.83%	45,835	$16M	$338.82	$3M	+9,635	+26.6%
5	MOD	3.73%	69,800	$15M	$216.71	$4M	-16,293	-18.9%
6	XMTR	3.68%	365,914	$15M	$40.84	$2M	+144,235	+65.1%
7	TTMI	3.03%	126,008	$12M	$97.42	$4M	+4,500	+3.7%
8	UCTT	2.77%	180,941	$11M	$62.18	—	+180,941	—	NEW
9	SEZL	2.61%	167,437	$11M	$63.29	-$384K	-5,563	-3.2%
10	STRL	2.58%	25,658	$10M	$407.27	$2M	-835	-3.1%
11	TSEM	2.54%	58,787	$10M	$175.48	$2M	-15,213	-20.6%
12	AIP	2.52%	623,003	$10M	$16.44	$4M	+222,894	+55.7%
13	NOVT	2.50%	85,950	$10M	$118.11	—	+85,950	—	NEW
14	PACK	2.48%	2,820,285	$10M	$3.57	-$8M	-518,586	-15.5%
15	CLS	2.39%	34,367	$10M	$281.68	-$5M	-15,483	-31.1%
16	VVX	2.19%	129,863	$9M	$68.50	$6M	+81,863	+170.6%
17	FSLY	2.07%	289,568	$8M	$29.06	$6M	+59,668	+25.9%
18	VPG	2.00%	186,921	$8M	$43.42	$5M	+106,542	+132.6%
19	LYTS	1.97%	430,185	$8M	$18.60	$2M	+125,185	+41.0%
20	CALX	1.94%	160,542	$8M	$48.99	-$6M	-100,458	-38.5%
21	TREE	1.85%	175,339	$8M	$42.88	$3M	+82,872	+89.6%
22	MTSI	1.81%	32,994	$7M	$222.07	$1M	-3,006	-8.3%
23	MITK	1.66%	499,000	$7M	$13.50	—	+499,000	—	NEW
24	ALGM	1.62%	208,569	$7M	$31.53	—	+208,569	—	NEW
25	AIR	1.60%	59,475	$7M	$109.46	$2M	+3,475	+6.2%
26	IBEX	1.38%	209,516	$6M	$26.82	$2M	+110,021	+110.6%
27	PTRN	1.38%	449,230	$6M	$12.43	—	+449,230	—	NEW
28	SITM	1.32%	15,451	$5M	$345.35	-$4M	-12,037	-43.8%
29	ARX	1.23%	372,811	$5M	$13.36	$3M	+279,470	+299.4%
30	FEIM	1.22%	112,289	$5M	$44.26	$3M	+71,289	+173.9%
31	CHYM	1.20%	260,000	$5M	$18.73	-$4M	-110,846	-29.9%
32	ALLT	1.14%	697,100	$5M	$6.66	-$6M	-342,900	-33.0%
33	RNG	1.10%	119,744	$4M	$37.19	—	+119,744	—	NEW
34	WULF	1.03%	289,342	$4M	$14.43	—	+289,342	—	NEW
35	ARLO	0.99%	282,073	$4M	$14.23	$2M	+127,073	+82.0%
36	CDNL	0.96%	98,023	$4M	$39.65	—	+98,023	—	NEW
37	EVLV	0.93%	623,700	$4M	$6.05	-$6M	-746,300	-54.5%
38	NET	0.88%	17,263	$4M	$206.34	—	+17,263	—	NEW
39	SMTC	0.85%	44,898	$3M	$76.89	—	+44,898	—	NEW
40	REAL	0.81%	362,525	$3M	$9.08	—	+362,525	—	NEW
41	ROC	0.77%	449,421	$3M	$6.99	—	+449,421	—	NEW
42	RELY	0.77%	199,398	$3M	$15.67	—	+199,398	—	NEW
43	LGN	0.76%	54,866	$3M	$56.46	—	+54,866	—	NEW
44	FROG	0.76%	65,295	$3M	$46.93	-$5M	-70,243	-51.8%
45	DSP	0.71%	256,183	$3M	$11.20	—	+256,183	—	NEW
46	KN	0.70%	110,725	$3M	$25.68	—	+110,725	—	NEW
47	ALNT	0.68%	46,377	$3M	$59.09	—	+46,377	—	NEW
48	HUT	0.67%	58,000	$3M	$46.91	-$270K	-7,108	-10.9%
49	VSH	0.65%	146,703	$3M	$18.00	—	+146,703	—	NEW
50	PRCH	0.64%	360,255	$3M	$7.17	-$6M	-538,745	-59.9%
51	DIBS	0.61%	450,000	$2M	$5.50	-$2M	-226,850	-33.5%
52	PKE	0.61%	90,000	$2M	$27.38	—	+90,000	—	NEW
53	DCO	0.60%	20,000	$2M	$122.00	—	+20,000	—	NEW
54	DIOD	0.59%	35,000	$2M	$68.26	—	+35,000	—	NEW
55	WLDN	0.58%	31,000	$2M	$76.56	—	+31,000	—	NEW
56	ALAB	0.58%	21,514	$2M	$109.60	-$9M	-47,559	-68.8%
57	FIGR	0.58%	69,000	$2M	$33.95	—	+69,000	—	NEW
58	APPS	0.57%	800,000	$2M	$2.88	-$5M	-604,079	-43.0%
59	MIAX	0.50%	52,600	$2M	$38.92	—	+52,600	—	NEW
60	AMPL	0.45%	270,000	$2M	$6.82	-$1M	-14,481	-5.1%
61	CAMT	0.45%	12,000	$2M	$151.61	-$665K	-11,362	-48.6%
62	GENI	0.44%	400,000	$2M	$4.43	-$5M	-204,000	-33.8%
63	NAVN	0.37%	114,700	$2M	$13.24	—	+114,700	—	NEW
64	AFRM	0.36%	32,000	$1M	$45.82	-$4M	-34,892	-52.2%
65	UPWK	0.32%	120,000	$1M	$10.96	—	+120,000	—	NEW
66	ONTO	0.30%	6,000	$1M	$205.07	—	+6,000	—	NEW
67	KRNT	0.23%	65,000	$953K	$14.66	-$818K	-58,120	-47.2%
68	AEHR	0.23%	25,000	$927K	$37.08	—	+25,000	—	NEW
69	IBTA	0.11%	15,000	$450K	$29.97	—	+15,000	—	NEW
70	CLBT	0.10%	30,000	$413K	$13.78	-$5M	-292,071	-90.7%
71	AMBA	—%	—	—	—	-$2M	-33,078	-100.0%	SOLD
72	QTWO	—%	—	—	—	-$3M	-47,971	-100.0%	SOLD
73	LC	—%	—	—	—	-$474K	-25,000	-100.0%	SOLD
74	OPRX	—%	—	—	—	-$4M	-310,000	-100.0%	SOLD
75	TATT	—%	—	—	—	-$447K	-10,000	-100.0%	SOLD
76	COMM	—%	—	—	—	-$3M	-144,800	-100.0%	SOLD
77	AGYS	—%	—	—	—	-$1M	-12,342	-100.0%	SOLD
78	HIPO	—%	—	—	—	-$3M	-85,860	-100.0%	SOLD
79	UTI	—%	—	—	—	-$3M	-103,000	-100.0%	SOLD
80	INTA	—%	—	—	—	-$2M	-48,000	-100.0%	SOLD
81	LAW	—%	—	—	—	-$660K	-85,013	-100.0%	SOLD
82	LPTH	—%	—	—	—	-$1M	-130,292	-100.0%	SOLD
83	MAX	—%	—	—	—	-$6M	-496,916	-100.0%	SOLD
84	NPKI	—%	—	—	—	-$3M	-210,823	-100.0%	SOLD
85	PEGA	—%	—	—	—	-$8M	-125,594	-100.0%	SOLD
86	BRZE	—%	—	—	—	-$10M	-290,227	-100.0%	SOLD
87	GHM	—%	—	—	—	-$1M	-20,414	-100.0%	SOLD
88	PAY	—%	—	—	—	-$3M	-85,100	-100.0%	SOLD
89	CECO	—%	—	—	—	-$2M	-30,450	-100.0%	SOLD
90	OPRA	—%	—	—	—	-$2M	-109,849	-100.0%	SOLD
91	LIF	—%	—	—	—	-$2M	-34,653	-100.0%	SOLD
92	GLXY	—%	—	—	—	-$2M	-92,900	-100.0%	SOLD
93	ODD	—%	—	—	—	-$2M	-55,000	-100.0%	SOLD
94	EVER	—%	—	—	—	-$999K	-37,000	-100.0%	SOLD
95	TDUP	—%	—	—	—	-$2M	-340,000	-100.0%	SOLD
96	HNGE	—%	—	—	—	-$7M	-150,000	-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	2.77%
NOVT	$10M	2.50%
MITK	$7M	1.66%
ALGM	$7M	1.62%
PTRN	$6M	1.38%
RNG	$4M	1.10%
WULF	$4M	1.03%
CDNL	$4M	0.96%
NET	$4M	0.88%
SMTC	$3M	0.85%
REAL	$3M	0.81%
ROC	$3M	0.77%
RELY	$3M	0.77%
LGN	$3M	0.76%
DSP	$3M	0.71%

Sold Out Positions

Symbol	Value	% Port
GHM	—	—%
QTWO	—	—%
LAW	—	—%
PAY	—	—%
MAX	—	—%
HNGE	—	—%
UTI	—	—%
NPKI	—	—%
HIPO	—	—%
CECO	—	—%
EVER	—	—%
BRZE	—	—%
PEGA	—	—%
OPRX	—	—%
LPTH	—	—%

View SEC EDGAR Filings for G2 Investment Partners Management LLC →