13F HOLDINGS REPORT
AMH Equity Ltd
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001214659-25-011428
Total Value
$76.1M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIGHTPATH TECHNOLOGIES INC | LPTH | 2,079,293 | $6.4M | 8.42% |
| 2 | UNIVERSAL ELECTRS INC | 913483103 | 721,273 | $4.8M | 6.28% |
| 3 | DIGITALOCEAN HLDGS INC | DOCN | 162,500 | $4.6M | 6.10% |
| 4 | POWERFLEET INC | AIOT | 999,000 | $4.3M | 5.66% |
| 5 | TWIN DISC INC | TWIN | 464,000 | $4.1M | 5.38% |
| 6 | INTERDIGITAL INC | IDCC | 13,000 | $2.9M | 3.83% |
| 7 | DIGITALOCEAN HLDGS INC | DOCN | 100,000 | $2.9M | 3.75% |
| 8 | DUCOMMUN INC DEL | DCO | 33,000 | $2.7M | 3.58% |
| 9 | MARIS TECH LTD | MTEKW | 725,000 | $2.3M | 3.05% |
| 10 | TERADATA CORP DEL | TDC | 100,000 | $2.2M | 2.93% |
| 11 | HURCO CO | HURC | 106,401 | $2.0M | 2.64% |
| 12 | NLIGHT INC | LASR | 100,000 | $2.0M | 2.59% |
| 13 | STRATASYS LTD | SSYS | 166,000 | $1.9M | 2.50% |
| 14 | ASCENT INDUSTRIES CO | ACNT | 145,019 | $1.8M | 2.40% |
| 15 | LINCOLN EDL SVCS CORP | 533535100 | 75,000 | $1.7M | 2.27% |
| 16 | BRADY CORP | BRC | 24,000 | $1.6M | 2.14% |
| 17 | HEALTH CATALYST INC | HCAT | 427,149 | $1.6M | 2.12% |
| 18 | TALOS ENERGY INC | TALO | 188,391 | $1.6M | 2.10% |
| 19 | MYRIAD GENETICS INC | MYGN | 300,000 | $1.6M | 2.09% |
| 20 | HARVARD BIOSCIENCE INC | HBIO | 3,508,703 | $1.6M | 2.05% |
| 21 | TEAM INC | TISI | 80,000 | $1.5M | 1.91% |
| 22 | CENTERRA GOLD INC | CGAU | 193,358 | $1.4M | 1.83% |
| 23 | PEGASYSTEMS INC | PEGA | 24,000 | $1.3M | 1.71% |
| 24 | CVD EQUIP CORP | CVV | 424,748 | $1.3M | 1.66% |
| 25 | INTEST CORP | INTT | 163,000 | $1.2M | 1.56% |
| 26 | MATERIALISE NV | MTLS | 207,661 | $1.2M | 1.54% |
| 27 | PERFORMANT HEALTHCARE INC | 71377E105 | 275,000 | $1.1M | 1.45% |
| 28 | QUINSTREET INC | QNST | 66,000 | $1.1M | 1.40% |
| 29 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 50,000 | $1.0M | 1.34% |
| 30 | DXC TECHNOLOGY CO | DXC | 63,500 | $970,915 | 1.28% |
| 31 | STRATASYS LTD | SSYS | 84,000 | $963,480 | 1.27% |
| 32 | SEQUANS COMMUNICATIONS S A | SQNS | 500,000 | $735,000 | 0.97% |
| 33 | LANTRONIX INC | LTRX | 250,000 | $717,500 | 0.94% |
| 34 | ELECTROVAYA INC | ELVA | 200,000 | $682,000 | 0.90% |
| 35 | INSPIRED ENTMT INC | 45782N108 | 80,000 | $653,600 | 0.86% |
| 36 | MARCHEX INC | MCHX | 278,276 | $609,424 | 0.80% |
| 37 | BROADWIND INC | BWEN | 323,382 | $585,321 | 0.77% |
| 38 | VIEMED HEALTHCARE INC | VMD | 80,000 | $552,800 | 0.73% |
| 39 | WESTPORT FUEL SYSTEMS INC | WPRT | 155,716 | $488,855 | 0.64% |
| 40 | DARE BIOSCIENCE INC | DARE | 193,603 | $462,711 | 0.61% |
| 41 | EHEALTH INC | EHTH | 100,000 | $435,000 | 0.57% |
| 42 | CAMBIUM NETWORKS CORP | CMBMF | 802,362 | $324,957 | 0.43% |
| 43 | PRECIPIO INC | PRPO | 27,890 | $307,906 | 0.40% |
| 44 | CENTERRA GOLD INC | CGAU | 40,000 | $288,400 | 0.38% |
| 45 | GREEN DOT CORP | GDOT | 24,200 | $260,876 | 0.34% |
| 46 | COLLPLANT BIOTECHNOLOGIES LT | CLGN | 160,849 | $218,755 | 0.29% |
| 47 | ALGOMA STL GROUP INC | 015658107 | 30,191 | $208,016 | 0.27% |
| 48 | NANO DIMENSION LTD | NNDM | 128,382 | $207,979 | 0.27% |
| 49 | SCYNEXIS INC | SCYX | 261,081 | $176,177 | 0.23% |
| 50 | IRIDEX CORP | IRIX | 190,000 | $167,561 | 0.22% |
| 51 | SOCKET MOBILE INC | SCKT | 126,156 | $145,092 | 0.19% |
| 52 | DARIOHEALTH CORP | DRIO | 215,000 | $144,050 | 0.19% |
| 53 | PRECISION OPTICS CORP INC MA | POCI | 25,000 | $122,500 | 0.16% |