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Funds / S Squared Technology, LLC
Institutional Fund

S Squared Technology, LLC

Rye, NYCIK 13229246 filings on record

Portfolio Value
$264.21M
Q1 2026
Holdings
35
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.3%
from $258.24M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Lattice Semiconductor Corp12.0%
  • Krystal Biotech Inc8.4%
  • Symbotic Inc7.4%
  • Ipg Photonics Corp6.7%
  • Proto Labs Inc6.4%
  • Allegro Microsystems Inc5.5%
  • Other53.6%

Portfolio Holdings

35 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Lattice Semiconductor Corp342.0K$31.72M12.0%14.4KReduced
2Krystal Biotech Inc86.2K$22.27M8.4%10.0KReduced
3Symbotic Inc369.1K$19.64M7.4%+105.0KAdded
4Ipg Photonics Corp153.9K$17.64M6.7%+10.0KAdded
5Proto Labs Inc296.1K$16.88M6.4%10.0KReduced
6Allegro Microsystems Inc457.5K$14.42M5.5%0Held
7Dave Inc75.0K$13.06M4.9%+13.7KAdded
8Kratos Defense & Sec Solutio174.5K$12.30M4.7%10.0KReduced
9Universal Display Corp126.0K$11.55M4.4%+15.0KAdded
10Five9 Inc535.2K$8.12M3.1%+105.0KAdded

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