Institutional Fund
Awm Investment Company, Inc.
New York, NYCIK 15352645 filings on record
Portfolio Value
$903.40M
Q1 2026
Holdings
98
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-12.8%
from $1.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Aehr Test Sys6.5%
- Nlight Inc6.5%
- Vicor Corp5.1%
- Blacksky Technology Inc4.8%
- Gilat Satellite Networks Ltd3.8%
- 908 Devices Inc3.5%
- Other69.7%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aehr Test Sys | 1.59M | $59.10M | 6.5% | +57.2K | Added |
| 2 | Nlight Inc | 1.02M | $58.37M | 6.5% | −145.9K | Reduced |
| 3 | Vicor Corp | 288.2K | $46.40M | 5.1% | −45.0K | Reduced |
| 4 | Blacksky Technology Inc | 1.73M | $43.42M | 4.8% | 0 | Held |
| 5 | Gilat Satellite Networks Ltd | 2.30M | $34.59M | 3.8% | −50.5K | Reduced |
| 6 | 908 Devices Inc | 5.20M | $31.82M | 3.5% | 0 | Held |
| 7 | American Superconductor Corp | 801.6K | $27.13M | 3.0% | +47.4K | Added |
| 8 | Kopin Corp | 11.81M | $26.58M | 2.9% | −30.0K | Reduced |
| 9 | Aerovironment Inc | 130.7K | $23.92M | 2.6% | +11.8K | Added |
| 10 | Impinj Inc | 207.0K | $21.26M | 2.4% | +28.8K | Added |
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