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Worth Venture Partners, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$11.0B
-32.6%
Holdings
67
+3
New Purchases
13
Added To
19
Closed
21
Reduced
8
Top 10 Concentration
43.1%
Turnover
50.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NOK 4.52% 0.67% +3.85% $495M
ALI1.DE 5.51% 2.22% +3.29% $605M
COLD 4.21% 1.52% +2.69% $462M
MEC 2.34% 0.00% +2.34% $257M
CTO 4.90% 2.85% +2.06% $538M
PWFL 3.07% 1.09% +1.98% $337M
WSR 1.94% 0.00% +1.94% $213M
LPTH 1.93% 0.00% +1.93% $211M
NFGC 1.88% 0.00% +1.88% $207M
BHR 3.18% 1.30% +1.88% $348M
RDW 1.75% 0.00% +1.75% $192M
UUUU 1.73% 0.00% +1.73% $189M
VIAV 2.68% 1.29% +1.40% $294M
APPS 3.88% 2.49% +1.39% $426M
INDI 3.11% 1.88% +1.24% $342M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RDCM 2.07% 11.30% -9.23% $227M
SILC 0.00% 8.34% -8.34% $0
OPRA 5.84% 10.38% -4.55% $640M
AIP 0.00% 3.65% -3.65% $0
ALLT 0.00% 2.86% -2.86% $0
TTGT 0.00% 2.69% -2.69% $0
VXX 0.00% 2.50% -2.50% $0
WULF 0.00% 2.43% -2.43% $0
FPI 0.00% 1.79% -1.79% $0
APLD 0.00% 1.59% -1.59% $0
HUT.TO 0.00% 1.23% -1.23% $0
GILT 0.00% 1.02% -1.02% $0
ADES 0.00% 0.99% -0.99% $0
BTBT 0.00% 0.90% -0.90% $0
DUOT 0.00% 0.85% -0.85% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $1.0B 9.3%
Mid Cap 13 $2.9B 26.4%
Small Cap 30 $5.1B 46.3%
Micro Cap 16 $2.0B 18.0%

Portfolio Analytics

Avg Market Cap
$4.1B
Median Market Cap
$695M
Avg P/E
39.7
Median P/E
28.2
Avg Dividend Yield
0.12%
Avg Beta
1.65
# Stocks
66
# ETFs / Funds
1

Top Holdings (67 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OPRA 5.84% 45,225 $640M $14,160.00 -$1.0B -36,625 -44.8%
2 ALI1.DE 5.51% 68,650 $605M $8,810.01 $243M +8,650 +14.4%
3 CTO 4.90% 29,202 $538M $18,410.01 $75M +800 +2.8%
4 NOK 4.52% 76,559 $495M $6,470.00 $387M +54,059 +240.3%
5 COLD 4.21% 35,900 $462M $12,860.00 $214M +15,700 +77.7%
6 PPTA 3.91% 17,711 $429M $24,209.98 -$97M -8,289 -31.9%
7 APPS 3.88% 85,125 $426M $5,000.00 $20M +21,750 +34.3%
8 SRG 3.60% 121,523 $395M $3,250.00 -$5M +27,500 +29.2%
9 WRE 3.41% 21,500 $374M $17,400.00 $12M
10 ALCO 3.33% 10,038 $365M $36,379.96 $17M
11 BHR 3.18% 121,400 $348M $2,870.00 $137M +44,000 +56.9%
12 INDI 3.11% 96,750 $342M $3,530.01 $36M +21,750 +29.0%
13 PWFL 3.07% 63,290 $337M $5,320.00 $160M +29,540 +87.5%
14 ZETA 3.06% 16,500 $336M $20,350.00 -$111M -5,967 -26.6%
15 VIAV 2.68% 16,525 $294M $17,820.03 $85M
16 NG 2.41% 28,350 $264M $9,320.00 $15M
17 MEC 2.34% 13,735 $257M $18,719.99 +13,735 NEW
18 STRW 2.16% 18,061 $237M $13,099.99 $28M +1,115 +6.6%
19 WY 2.10% 9,700 $230M $23,690.00 -$3M +300 +3.2%
20 RDCM 2.07% 17,365 $227M $13,079.99 -$1.6B -109,538 -86.3%
21 CUBE 2.04% 6,200 $224M $36,050.00 -$20M +200 +3.3%
22 WSR 1.94% 15,300 $213M $13,890.00 +15,300 NEW
23 LPTH 1.93% 19,555 $211M $10,800.00 +19,555 NEW
24 NFGC 1.88% 69,540 $207M $2,970.00 +69,540 NEW
25 AHRT 1.83% 30,300 $201M $6,620.00 -$6M +900 +3.1%
26 RDW 1.75% 25,225 $192M $7,600.00 +25,225 NEW
27 UUUU 1.73% 13,020 $189M $14,540.02 +13,020 NEW
28 ARLO 1.72% 13,500 $189M $13,990.00 -$40M
29 PERI 1.69% 19,339 $185M $9,580.02 $34M +3,625 +23.1%
30 NPWR 1.67% 80,250 $183M $2,280.00 -$26M +10,875 +15.7%
31 CSLR 1.51% 105,725 $166M $1,570.00 $71M +51,725 +95.8%
32 UMAC 1.36% 11,705 $149M $12,740.03 -$77M -3,295 -22.0%
33 OPRX 1.20% 10,750 $132M $12,260.00 -$89M
34 TE 1.18% 19,305 $129M $6,679.98 +19,305 NEW
35 VUZI 1.11% 32,175 $122M $3,780.02 $4M -5,325 -14.2%
36 UAMY 1.06% 23,200 $116M $5,020.00 +23,200 NEW
37 PLUG 1.04% 57,800 $114M $1,970.00 $44M +27,800 +92.7%
38 AREC 0.85% 37,626 $93M $2,479.99 -$5M +1,376 +3.8%
39 AMPX 0.78% 10,875 $86M $7,890.02 +10,875 NEW
40 TYGO 0.68% 54,275 $75M $1,380.01 +54,275 NEW
41 DPRO 0.68% 10,725 $74M $6,910.02 +10,725 NEW
42 LUNG 0.66% 32,525 $72M $2,209.99 +32,525 NEW
43 CRNT 0.42% 22,138 $46M $2,100.01 -$76M -30,362 -57.8%
44 CSR —% 7,500 $500K $66.72 +7,500 NEW
45 SEZL —% 5,173 $328K $63.47 $60K +1,798 +53.3%
46 LMND —% 4,042 $288K $71.18 -$9K -1,508 -27.2%
47 WULF —% -$395M -34,575 -100.0% SOLD
48 APLD —% -$258M -11,250 -100.0% SOLD
49 SBAC —% -$251K -1,300 -100.0% SOLD
50 EVLV —% -$113M -15,000 -100.0% SOLD
51 HPP —% -$128M -46,300 -100.0% SOLD
52 DUOT —% -$138M -18,750 -100.0% SOLD
53 ALLT —% -$465M -43,941 -100.0% SOLD
54 ADES —% -$161M -22,500 -100.0% SOLD
55 LAMR —% -$245K -2,000 -100.0% SOLD
56 MPTI —% -$392K -7,062 -100.0% SOLD
57 AIP —% -$593M -58,731 -100.0% SOLD
58 PACK —% -$126M -22,500 -100.0% SOLD
59 TTGT —% -$438M -75,327 -100.0% SOLD
60 SILC —% -$1.4B -76,547 -100.0% SOLD
61 BTBT —% -$146M -48,750 -100.0% SOLD
62 FPI —% -$292M -26,800 -100.0% SOLD
63 GILT —% -$166M -12,750 -100.0% SOLD
64 VXX —% -$406M -12,258 -100.0% SOLD
65 SNBR —% -$105M -15,000 -100.0% SOLD
66 HUT.TO —% -$201M -5,761 -100.0% SOLD
67 XMTR —% -$391K -7,187 -100.0% SOLD

New Positions

SymbolValue% Port
MEC $257M 2.34%
WSR $213M 1.94%
LPTH $211M 1.93%
NFGC $207M 1.88%
RDW $192M 1.75%
UUUU $189M 1.73%
TE $129M 1.18%
UAMY $116M 1.06%
AMPX $86M 0.78%
TYGO $75M 0.68%
DPRO $74M 0.68%
LUNG $72M 0.66%
CSR $500K —%

Sold Out Positions

SymbolValue% Port
FPI —%
PACK —%
HPP —%
GILT —%
VXX —%
DUOT —%
BTBT —%
ALLT —%
LAMR —%
AIP —%
APLD —%
MPTI —%
SBAC —%
TTGT —%
SNBR —%
View SEC EDGAR Filings for Worth Venture Partners, LLC →

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