Institutional Manager · CIK 0001600535
AMH Equity Ltd
NEW YORK, NY · File #028-21478
Latest AUM
$80.3M
Positions
54
Top-10 Concentration
51.0%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202554 pos · $80.3M
- 13F HOLDINGS REPORTQ/E Jun 202553 pos · $76.1M
- 13F HOLDINGS REPORTQ/E Mar 202553 pos · $66.3M
- 13F HOLDINGS REPORTQ/E Dec 202456 pos · $101.5M
- 13F HOLDINGS REPORTQ/E Sep 202446 pos · $78.8M
- 13F HOLDINGS REPORTQ/E Jun 202434 pos · $75.4M
- 13F HOLDINGS REPORTQ/E Mar 202440 pos · $102.0M
- 13F HOLDINGS REPORTQ/E Dec 202331 pos · $91.0M
- 13F HOLDINGS REPORTQ/E Sep 202327 pos · $87.5M
- 13F HOLDINGS REPORTQ/E Jun 202325 pos · $87.3M
- 13F HOLDINGS REPORTQ/E Mar 202317 pos · $67.4M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LIGHTPATH TECHNOLOGIES INC | LPTH | 1,300,000 | $10.3M | 12.92% |
| 2 | POWERFLEET INC | AIOT | 900,000 | $4.7M | 5.91% |
| 3 | TWIN DISC INC | TWIN | 330,090 | $4.6M | 5.77% |
| 4 | DIGITALOCEAN HLDGS INC | DOCN | 110,000 | $3.8M | 4.71% |
| 5 | UNIVERSAL ELECTRS INC | 913483103 | 800,000 | $3.7M | 4.67% |
| 6 | INTERDIGITAL INC | IDCC | 10,000 | $3.5M | 4.33% |
| 7 | MYRIAD GENETICS INC | MYGN | 400,000 | $2.9M | 3.63% |
| 8 | DUCOMMUN INC DEL | DCO | 30,000 | $2.9M | 3.61% |
| 9 | PRECIPIO INC | PRPO | 131,100 | $2.3M | 2.92% |
| 10 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 704,145 | $2.0M | 2.56% |
| 11 | HEALTH CATALYST INC | HCAT | 660,000 | $1.9M | 2.36% |
| 12 | ASCENT INDUSTRIES CO | ACNT | 145,019 | $1.9M | 2.34% |
| 13 | STRATASYS LTD | SSYS | 166,000 | $1.9M | 2.33% |
| 14 | RF INDS LTD | 749552105 | 223,900 | $1.8M | 2.31% |
| 15 | HARVARD BIOSCIENCE INC | HBIO | 4,047,535 | $1.8M | 2.22% |
| 16 | LINCOLN EDL SVCS CORP | 533535100 | 75,000 | $1.8M | 2.21% |
| 17 | BRADY CORP | BRC | 19,603 | $1.5M | 1.92% |
| 18 | TEAM INC | TISI | 90,274 | $1.5M | 1.88% |
| 19 | NLIGHT INC | LASR | 50,000 | $1.5M | 1.86% |
| 20 | CVD EQUIP CORP | CVV | 416,927 | $1.4M | 1.76% |