AWM Investment Company, Inc.
NEW YORK NY · SEC CIK 0001535264
$11.52亿2026Q2 申报市值
106持仓数
37.3%前十大占比 · 第一大 5.7%
21 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRUN 新建仓+$3,158.12万
ASYS 新建仓+$1,592.52万
SOPH 新建仓+$980.90万
Schmid Group, N. 新建仓+$869.50万
LPTH 加仓+$817.36万
2026Q2 卖出最多 按季末市值估算
AEHR 减仓-$1.17亿
VICR 减仓-$5,286.50万
MRAM 减仓-$3,209.27万
KOPN 减仓-$1,698.26万
GILT 减仓-$1,685.83万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Talkspace, Inc. | $1,989.98万 | 1.73% | 3,826,892 | 0 | 0.0% | — | 不变 |
| UTI | Universal Technical Institute, | $2,091.87万 | 1.82% | 489,098 | 0 | 0.0% | — | 不变 |
| REAL | The RealReal, Inc. | $2,126.50万 | 1.85% | 1,803,647 | 319,800 | 21.6% | $377.04万 | 加仓 |
| BLZE | Backblaze, Inc. | $2,220.66万 | 1.93% | 1,400,166 | 0 | 0.0% | — | 不变 |
| VELO | Velo3D, Inc. | $2,320.23万 | 2.01% | 1,322,066 | -656,216 | -33.2% | -$1,151.66万 | 减仓 |
| AVAV | Aerovironment, Inc. | $2,425.01万 | 2.10% | 146,908 | 16,250 | 12.4% | $268.24万 | 加仓 |
| PI | Impinj, Inc. | $2,965.12万 | 2.57% | 207,018 | 0 | 0.0% | — | 不变 |
| BRUN | Boost Run, Inc. | $3,158.12万 | 2.74% | 813,739 | 813,739 | — | $3,158.12万 | 新建仓 |
| BKSY | BlackSky Technology, Inc. | $3,350.40万 | 2.91% | 1,200,000 | -525,610 | -30.5% | -$1,467.50万 | 减仓 |
| KOPN | Kopin Corporation | $3,594.78万 | 3.12% | 8,024,062 | -3,790,750 | -32.1% | -$1,698.26万 | 减仓 |
| AEHR | Aehr Test Systems | $3,600.41万 | 3.12% | 374,808 | -1,219,163 | -76.5% | -$1.17亿 | 减仓 |
| DFTX | Definium Therapeutics, Inc. | $3,691.70万 | 3.20% | 784,800 | -292,093 | -27.1% | -$1,374.01万 | 减仓 |
| BFLY | Butterfly Network, Inc. | $3,730.56万 | 3.24% | 4,430,593 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA, Inc. | $3,771.89万 | 3.27% | 799,806 | -65,000 | -7.5% | -$306.54万 | 减仓 |
| AMSC | American Superconductor Corp | $3,950.11万 | 3.43% | 951,604 | 150,000 | 18.7% | $622.65万 | 加仓 |
| LPTH | LightPath Technologies, Inc. | $4,148.85万 | 3.60% | 2,537,522 | 499,912 | 24.5% | $817.36万 | 加仓 |
| MASS | 908 Devices, Inc. | $4,245.40万 | 3.68% | 4,879,773 | -320,151 | -6.2% | -$278.53万 | 减仓 |
| VICR | Vicor Corporation | $5,658.00万 | 4.91% | 148,981 | -139,199 | -48.3% | -$5,286.50万 | 减仓 |
| LASR | nLight, Inc. | $6,537.39万 | 5.67% | 939,011 | -84,728 | -8.3% | -$589.88万 | 减仓 |