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 |
|---|---|---|---|---|---|---|---|---|
| LASR | nLight, Inc. | $6,537.39万 | 5.67% | 939,011 | -84,728 | -8.3% | -$589.88万 | 减仓 |
| VICR | Vicor Corporation | $5,658.00万 | 4.91% | 148,981 | -139,199 | -48.3% | -$5,286.50万 | 减仓 |
| MASS | 908 Devices, Inc. | $4,245.40万 | 3.68% | 4,879,773 | -320,151 | -6.2% | -$278.53万 | 减仓 |
| LPTH | LightPath Technologies, Inc. | $4,148.85万 | 3.60% | 2,537,522 | 499,912 | 24.5% | $817.36万 | 加仓 |
| AMSC | American Superconductor Corp | $3,950.11万 | 3.43% | 951,604 | 150,000 | 18.7% | $622.65万 | 加仓 |
| CEVA | CEVA, Inc. | $3,771.89万 | 3.27% | 799,806 | -65,000 | -7.5% | -$306.54万 | 减仓 |
| BFLY | Butterfly Network, Inc. | $3,730.56万 | 3.24% | 4,430,593 | 0 | 0.0% | — | 不变 |
| DFTX | Definium Therapeutics, Inc. | $3,691.70万 | 3.20% | 784,800 | -292,093 | -27.1% | -$1,374.01万 | 减仓 |
| AEHR | Aehr Test Systems | $3,600.41万 | 3.12% | 374,808 | -1,219,163 | -76.5% | -$1.17亿 | 减仓 |
| KOPN | Kopin Corporation | $3,594.78万 | 3.12% | 8,024,062 | -3,790,750 | -32.1% | -$1,698.26万 | 减仓 |
| BKSY | BlackSky Technology, Inc. | $3,350.40万 | 2.91% | 1,200,000 | -525,610 | -30.5% | -$1,467.50万 | 减仓 |
| BRUN | Boost Run, Inc. | $3,158.12万 | 2.74% | 813,739 | 813,739 | — | $3,158.12万 | 新建仓 |
| PI | Impinj, Inc. | $2,965.12万 | 2.57% | 207,018 | 0 | 0.0% | — | 不变 |
| AVAV | Aerovironment, Inc. | $2,425.01万 | 2.10% | 146,908 | 16,250 | 12.4% | $268.24万 | 加仓 |
| VELO | Velo3D, Inc. | $2,320.23万 | 2.01% | 1,322,066 | -656,216 | -33.2% | -$1,151.66万 | 减仓 |
| BLZE | Backblaze, Inc. | $2,220.66万 | 1.93% | 1,400,166 | 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 |
| UTI | Universal Technical Institute, | $2,091.87万 | 1.82% | 489,098 | 0 | 0.0% | — | 不变 |
| — | Talkspace, Inc. | $1,989.98万 | 1.73% | 3,826,892 | 0 | 0.0% | — | 不变 |
| ARLO | Arlo Technologies, Inc. | $1,976.18万 | 1.72% | 1,466,009 | 200,900 | 15.9% | $270.81万 | 加仓 |
| MRAM | Everspin Technology, Inc. | $1,813.50万 | 1.57% | 750,000 | -1,327,241 | -63.9% | -$3,209.27万 | 减仓 |
| — | Insight Molecular Diagnostic I | $1,673.65万 | 1.45% | 2,836,692 | 30,436 | 1.1% | $17.96万 | 加仓 |
| ASYS | Amtech Systems, Inc. | $1,592.52万 | 1.38% | 690,000 | 690,000 | — | $1,592.52万 | 新建仓 |
| SRTA | Strata Critical Medical, Inc. | $1,486.91万 | 1.29% | 2,821,468 | 0 | 0.0% | — | 不变 |
| AIOT | PowerFleet, Inc. | $1,470.90万 | 1.28% | 3,840,463 | -861,043 | -18.3% | -$329.78万 | 减仓 |
| GILT | Gilat Satellite Networks, Ltd. | $1,379.16万 | 1.20% | 1,036,181 | -1,266,586 | -55.0% | -$1,685.83万 | 减仓 |
| — | RADCOM, Ltd. (Israel) | $1,342.03万 | 1.16% | 951,796 | -39,465 | -4.0% | -$55.65万 | 减仓 |
| FENC | Fennec Pharmaceuticals, Inc. | $1,247.32万 | 1.08% | 1,160,296 | 440,161 | 61.1% | $473.17万 | 加仓 |
| GLXY | Galaxy Digital, Inc.-Class A | $1,222.10万 | 1.06% | 447,000 | 2,000 | 0.4% | $5.47万 | 加仓 |
| — | Alpha Cognition, Inc.(Canada) | $1,207.31万 | 1.05% | 1,672,168 | 0 | 0.0% | — | 不变 |
| — | Brazil Potash Corp. | $1,075.00万 | 0.93% | 5,000,000 | 2,771,400 | 124.4% | $595.85万 | 加仓 |
| PVLA | Palvella Therapeutics, Inc. | $1,060.82万 | 0.92% | 69,416 | 0 | 0.0% | — | 不变 |
| LOVE | The Lovesac Company | $1,018.76万 | 0.88% | 610,402 | 110,400 | 22.1% | $184.26万 | 加仓 |
| OUST | Ouster, Inc. | $984.28万 | 0.85% | 157,435 | -28,565 | -15.4% | -$178.59万 | 减仓 |
| ASPI | ASP Isotopes, Inc. | $983.69万 | 0.85% | 1,581,490 | -543,006 | -25.6% | -$337.75万 | 减仓 |
| SOPH | Sophia Genetics S.A. (Switze | $980.90万 | 0.85% | 1,700,000 | 1,700,000 | — | $980.90万 | 新建仓 |
| — | Genasys, Inc. (F4) | $960.42万 | 0.83% | 5,649,544 | 0 | 0.0% | — | 不变 |
| RCAT | Red Cat Holdings, Inc. | $931.30万 | 0.81% | 874,460 | 500,000 | 133.5% | $532.50万 | 加仓 |
| ABEO | Abeona Therapeutics, Inc. | $918.43万 | 0.80% | 1,486,130 | 683,000 | 85.0% | $422.09万 | 加仓 |
| — | Schmid Group, N.V. (Germany) | $869.50万 | 0.75% | 1,388,976 | 1,388,976 | — | $869.50万 | 新建仓 |
| NGS | Natural Gas Services Group, In | $818.50万 | 0.71% | 189,732 | -25,044 | -11.7% | -$108.04万 | 减仓 |
| — | Spruce Biosciences, Inc. | $793.74万 | 0.69% | 146,988 | 146,988 | — | $793.74万 | 新建仓 |
| — | Tigo Energy, Inc. | $780.07万 | 0.68% | 3,347,933 | 1,197,003 | 55.7% | $278.90万 | 加仓 |
| CTRN | Citi Trends, Inc. | $775.79万 | 0.67% | 134,127 | -32,000 | -19.3% | -$185.09万 | 减仓 |
| SPIR | Spire Global Inc. | $769.15万 | 0.67% | 413,522 | -15,291 | -3.6% | -$28.44万 | 减仓 |
| LTRX | Lantronix, Inc. | $735.00万 | 0.64% | 1,250,000 | 1,250,000 | — | $735.00万 | 新建仓 |
| — | Ideal Power, Inc. | $721.59万 | 0.63% | 1,346,244 | 149,395 | 12.5% | $80.08万 | 加仓 |
| — | Owlet, Inc. | $703.35万 | 0.61% | 1,225,353 | -753,117 | -38.1% | -$432.29万 | 减仓 |
| ELMT | Elmet Group Co. | $680.74万 | 0.59% | 344,853 | 344,853 | — | $680.74万 | 新建仓 |
| MEC | Mayville Engineering Company, | $674.28万 | 0.59% | 180,000 | 180,000 | — | $674.28万 | 新建仓 |
| LWAY | Lifeway Foods, Inc. | $665.43万 | 0.58% | 223,000 | 223,000 | — | $665.43万 | 新建仓 |
| PAYS | Paysign, Inc. | $655.99万 | 0.57% | 800,965 | 415,000 | 107.5% | $339.88万 | 加仓 |
| PGNY | Progyny, Inc. | $634.26万 | 0.55% | 220,000 | 0 | 0.0% | — | 不变 |
| — | Destination XL Group, Inc. | $629.75万 | 0.55% | 9,399,297 | 0 | 0.0% | — | 不变 |
| NXDR | Nextdoor Holdings, Inc. | $602.73万 | 0.52% | 2,655,204 | 501,366 | 23.3% | $113.81万 | 加仓 |
| — | Rani Therapeutics Holdings, In | $570.30万 | 0.49% | 7,500,000 | 1,000,000 | 15.4% | $76.04万 | 加仓 |
| ALLT | Allot Ltd. (Israel) | $552.86万 | 0.48% | 624,700 | 0 | 0.0% | — | 不变 |
| RSVR | Reservoir Media, Inc. | $539.45万 | 0.47% | 545,453 | -6,141 | -1.1% | -$6.07万 | 减仓 |
| — | NeoVolta, Inc. | $518.35万 | 0.45% | 1,645,557 | 1,645,557 | — | $518.35万 | 新建仓 |
| — | Gambling.com Group Ltd. | $506.80万 | 0.44% | 2,667,343 | 180,866 | 7.3% | $34.36万 | 加仓 |
| — | Forte Biosciences, Inc. | $472.81万 | 0.41% | 222,500 | 22,500 | 11.2% | $47.81万 | 加仓 |
| — | GrowGeneration Corp. | $458.56万 | 0.40% | 3,098,410 | -282,374 | -8.4% | -$41.79万 | 减仓 |
| — | Arbe Robotics, Ltd.(Israel) | $457.03万 | 0.40% | 5,506,444 | -395,453 | -6.7% | -$32.82万 | 减仓 |
| — | SANUWAVE Health, Inc. | $454.55万 | 0.39% | 454,550 | 0 | 0.0% | — | 不变 |
| KIDS | OrthoPediatrics Corporation | $453.70万 | 0.39% | 237,169 | 0 | 0.0% | — | 不变 |
| — | 5E Advanced Materials, Inc. | $434.57万 | 0.38% | 3,126,384 | -123,616 | -3.8% | -$17.18万 | 减仓 |
| ELDN | Eledon Pharmaceuticals, Inc. | $433.40万 | 0.38% | 1,100,000 | 0 | 0.0% | — | 不变 |
| AURA | Aura Biosciences, Inc. | $419.81万 | 0.36% | 591,285 | 591,285 | — | $419.81万 | 新建仓 |
| OOMA | Ooma, Inc. | $334.08万 | 0.29% | 173,820 | -237,288 | -57.7% | -$456.07万 | 减仓 |
| — | Crinetics Pharmaceuticals, Inc | $318.07万 | 0.28% | 85,000 | -15,000 | -15.0% | -$56.13万 | 减仓 |
| OPK | OPKO Health, Inc. | $316.50万 | 0.27% | 2,110,000 | 10,000 | 0.5% | $1.50万 | 加仓 |
| ALMU | Aeluma, Inc. | $290.14万 | 0.25% | 131,404 | -68,596 | -34.3% | -$151.46万 | 减仓 |
| APEI | American Public Education, Inc | $287.30万 | 0.25% | 53,500 | 0 | 0.0% | — | 不变 |
| HIPO | Hippo Holdings, Inc. | $282.60万 | 0.25% | 100,000 | 0 | 0.0% | — | 不变 |
| FTH | Faeth Therapeutics, Inc. | $278.36万 | 0.24% | 111,343 | 111,343 | — | $278.36万 | 新建仓 |
| NKTX | Nkarta, Inc. | $256.40万 | 0.22% | 906,000 | 0 | 0.0% | — | 不变 |
| — | Xtant Medical Holdings, Inc. | $251.63万 | 0.22% | 5,976,910 | 0 | 0.0% | — | 不变 |
| BNTC | Benitec Biopharma, Inc. | $251.51万 | 0.22% | 187,977 | 0 | 0.0% | — | 不变 |
| ARGX | argenx SE - ADR (Netherlands) | $231.94万 | 0.20% | 2,500 | -1,250 | -33.3% | -$115.97万 | 减仓 |
| ANRO | Alto Neuroscience, Inc. | $211.12万 | 0.18% | 80,000 | -90,000 | -52.9% | -$237.51万 | 减仓 |
| — | Liberty Defense Holdings, Ltd. | $208.29万 | 0.18% | 514,300 | 514,300 | — | $208.29万 | 新建仓 |
| — | Modular Medical, Inc. | $198.49万 | 0.17% | 441,095 | 74,429 | 20.3% | $33.49万 | 加仓 |
| AQST | Aquestive Therapeutics, Inc. | $197.77万 | 0.17% | 475,400 | 205,000 | 75.8% | $85.28万 | 加仓 |
| ABX | Abacus Life, Inc. | $190.39万 | 0.17% | 177,772 | 0 | 0.0% | — | 不变 |
| — | Black Diamond Therapeutics, In | $185.00万 | 0.16% | 1,000,000 | 475,000 | 90.5% | $87.88万 | 加仓 |
| — | DHI Group, Inc. | $184.65万 | 0.16% | 497,698 | 0 | 0.0% | — | 不变 |
| ANGX | Angel Studios,Inc. | $168.23万 | 0.15% | 458,379 | 458,379 | — | $168.23万 | 新建仓 |
| — | SUNation Energy, Inc. (Restric | $159.49万 | 0.14% | 820,000 | 820,000 | — | $159.49万 | 新建仓 |
| SABS | SAB Biotherapeutics, Inc. | $146.25万 | 0.13% | 375,000 | -25,000 | -6.2% | -$9.75万 | 减仓 |
| NKTR | Nektar Therapeutics | $146.08万 | 0.13% | 20,925 | 925 | 4.6% | $6.46万 | 加仓 |
| RNA | Atrium Therapeutics, Inc. | $144.59万 | 0.13% | 107,500 | 57,500 | 115.0% | $77.34万 | 加仓 |
| — | Satellos Bioscience, Inc. (Can | $139.95万 | 0.12% | 180,000 | 180,000 | — | $139.95万 | 新建仓 |
| — | OptimizeRx Corporation | $137.52万 | 0.12% | 240,421 | 10,000 | 4.3% | $5.72万 | 加仓 |
| — | Aytu BioPharma, Inc. | $133.21万 | 0.12% | 619,574 | 0 | 0.0% | — | 不变 |
| AVR | Anteris Technologies Global Co | $113.28万 | 0.10% | 115,000 | 0 | 0.0% | — | 不变 |
| — | PepGen, Inc. | $108.00万 | 0.09% | 600,000 | -1,230,925 | -67.2% | -$221.57万 | 减仓 |
| CYRX | Cryoport, Inc. | $95.94万 | 0.08% | 61,111 | 0 | 0.0% | — | 不变 |
| IRD | Opus Genetics, Inc. | $95.59万 | 0.08% | 232,590 | 232,590 | — | $95.59万 | 新建仓 |
| — | Satellos Bioscience, Inc. (Can | $93.88万 | 0.08% | 125,000 | -90,000 | -41.9% | -$67.59万 | 减仓 |
| — | Creative Realities, Inc. | $82.60万 | 0.07% | 200,000 | 200,000 | — | $82.60万 | 新建仓 |