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Livermore
Livermore
ZHEN

AMH Equity Ltd

SEC CIK
0001600535
Latest filing
Oct 29, 2025

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 6, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
31
−3 vs. Q1 2024
Portfolio value
$67.4M
−$23.3M (−25.7%) vs. Q1 2024
Filed
Aug 6, 2024
SEC
Holdings of AMH Equity Ltd in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TWINTwin Disc IncCOM736,603$8.68M12.9%+36,603+5.2%AddedHistory
UEICUniversal Electronics IncCOM677,348$7.87M11.7%+185,380+37.7%AddedHistory
HBIOHarvard Bioscience IncCOM2,199,922$6.27M9.3%−124,278−5.3%ReducedHistory
AIOTPowerfleet, Inc.COM1,081,173$4.94M7.3%−18,807−1.7%ReducedHistory
LTRXLantronix IncCOM NEW1,274,000$4.52M6.7%+74,144+6.2%AddedHistory
ORNOrion Group Holdings IncCOM400,000$3.80M5.6%−956,473−70.5%ReducedHistory
LPTHLightpath Technologies IncCOM CL A2,873,000$3.62M5.4%+53,929+1.9%AddedHistory
THRThermon Group Holdings, Inc.COM110,000$3.38M5.0%00.0%UnchangedHistory
INFNInfinera CorpCOM500,000$3.04M4.5%+170,000+51.5%AddedHistory
ASTLAlgoma Steel Group Inc.COM400,000$2.78M4.1%+400,000NewHistory
VSHVishay Intertechnology IncCOM110,000$2.45M3.6%00.0%UnchangedHistory
CVVCVD Equipment CorpCOM623,857$2.43M3.6%−36,143−5.5%ReducedHistory
ASYSAmtech Systems IncCOM PAR $0.01N250,000$1.47M2.2%−50,000−16.7%ReducedHistory
WPRTWestport Fuel Systems Inc.COM250,000$1.39M2.1%−8,101−3.1%ReducedHistory
DGIIDigi International IncCOM49,500$1.14M1.7%−35,400−41.7%ReducedHistory
SCYXScynexis IncCOM NEW545,000$1.09M1.6%−115,000−17.4%ReducedHistory
BDSXBiodesix IncCOM696,073$1.06M1.6%+696,073NewHistory
IRIXIridex CorpCOM460,800$995.3K1.5%+4,400+1.0%AddedHistory
PFIEProfire Energy IncCOM638,933$907.3K1.3%+138,933+27.8%AddedHistory
POCIPrecision Optics Corporation, Inc.COM NEW125,199$738.7K1.1%−15,134−10.8%ReducedHistory
FRSXForesight Autonomous Holdings Ltd.SPONSORED ADR725,823$695.6K1.0%−132,309−15.4%ReducedHistory
MTEKMaris Tech Ltd.ORDINARY SHARES453,203$670.7K1.0%+212,333+88.2%AddedHistory
KVHIKVH Industries IncCOM144,100$670.1K1.0%−105,900−42.4%ReducedHistory
CNDTCONDUENT IncCOM180,000$586.8K0.9%−1,420,000−88.8%ReducedHistory
HPEHewlett Packard Enterprise CoCOM20,000$423.4K0.6%+20,000NewHistory
ICADIcad IncCOM NEW300,000$390.0K0.6%+171,200+132.9%AddedHistory
CLGNCollPlant Biotechnologies LtdSHS NEW75,647$376.0K0.6%+75,647NewHistory
DAREDare Bioscience, Inc.COM923,619$310.4K0.5%+923,619NewHistory
CPSHCPS Technologies CorpCOM174,666$296.9K0.4%00.0%UnchangedHistory
Applied Dna Sciences Inc03815U409COM NEW649,809$265.4K0.4%+649,809New–
XTNTXtant Medical Holdings, Inc.COM NEW190,500$120.0K0.2%−309,500−61.9%ReducedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of AMH Equity Ltd in Q2 2024
SecurityClassPutsCalls
HPEHewlett Packard Enterprise CoCOM–$5.29M
JNPRJuniper Networks IncCOM–$2.55M
ATOMAtomera IncCOM–$190.5K

Sold out since Q1 2024 (9)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of AMH Equity Ltd sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
MYGNMyriad Genetics IncCOM110,000$2.35M2.6%History
SWBISmith & Wesson Brands, Inc.COM100,000$1.74M1.9%History
ARWArrow Electronics, Inc.COM11,924$1.54M1.7%History
UAAUnder Armour, Inc.Stock125,000$922.5K1.0%History
UAUnder Armour, Inc.CL C125,000$892.5K1.0%History
LUNALuna Innovations IncCOM250,000$801.3K0.9%History
Applied Dna Sciences Inc03815U300COM540,385$221.6K0.2%–
AMPGAmpliTech Group, Inc.COM NEW117,250$216.9K0.2%History
Atech (Parent) Resolution Corp.00973N102COM250,000$147.8K0.2%–