AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 47
- −4 vs. Q1 2025
- Portfolio value
- $67.9M
- +$3.17M (+4.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LPTHLightpath Technologies Inc | COM CL A | 2,079,293 | $6.40M | 9.4% | −200,046−8.8% | Reduced | History |
| UEICUniversal Electronics Inc | COM | 721,273 | $4.77M | 7.0% | −46,836−6.1% | Reduced | History |
| AIOTPowerfleet, Inc. | COM | 999,000 | $4.31M | 6.3% | −101,000−9.2% | Reduced | History |
| TWINTwin Disc Inc | COM | 464,000 | $4.10M | 6.0% | −66,086−12.5% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 13,000 | $2.91M | 4.3% | +2,000+18.2% | Added | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 100,000 | $2.86M | 4.2% | +4,600+4.8% | Added | History |
| DCODucommun Inc | COM | 33,000 | $2.73M | 4.0% | +6,000+22.2% | Added | History |
| MTEKMaris Tech Ltd. | ORDINARY SHARES | 725,000 | $2.32M | 3.4% | −45,000−5.8% | Reduced | History |
| TDCTeradata Corp | Stock | 100,000 | $2.23M | 3.3% | −35,000−25.9% | Reduced | History |
| HURCHurco Companies Inc | COM | 106,401 | $2.01M | 3.0% | −10,508−9.0% | Reduced | History |
| LASRNlight, Inc. | COM | 100,000 | $1.97M | 2.9% | −19,917−16.6% | Reduced | History |
| SSYSStratasys Ltd. | SHS | 166,000 | $1.90M | 2.8% | +101,245+156.4% | Added | History |
| ACNTAscent Industries Co. | COM | 145,019 | $1.83M | 2.7% | +25,589+21.4% | Added | History |
| LINCLincoln Educational Services Corp | COM | 75,000 | $1.73M | 2.5% | −5,000−6.3% | Reduced | History |
| BRCBrady Corp | CL A | 24,000 | $1.63M | 2.4% | −1,000−4.0% | Reduced | History |
| HCATHealth Catalyst, Inc. | COM | 427,149 | $1.61M | 2.4% | +174,649+69.2% | Added | History |
| TALOTalos Energy Inc. | COM | 188,391 | $1.60M | 2.4% | +38,391+25.6% | Added | History |
| MYGNMyriad Genetics Inc | COM | 300,000 | $1.59M | 2.3% | +300,000 | New | History |
| HBIOHarvard Bioscience Inc | COM | 3,508,703 | $1.56M | 2.3% | +121,348+3.6% | Added | History |
| TISITeam Inc | COM NEW | 80,000 | $1.46M | 2.1% | +33,693+72.8% | Added | History |
| CGAUCenterra Gold Inc. | COM | 193,358 | $1.39M | 2.1% | +51,358+36.2% | Added | History |
| PEGAPegasystems Inc | COM | 24,000 | $1.30M | 1.9% | +24,000 | New | History |
| CVVCVD Equipment Corp | COM | 424,748 | $1.27M | 1.9% | −151,124−26.2% | Reduced | History |
| INTTIntest Corp | COM | 163,000 | $1.19M | 1.7% | +45,010+38.1% | Added | History |
| MTLSMaterialise NV | SPONSORED ADS | 207,661 | $1.17M | 1.7% | +97,661+88.8% | Added | History |
| PHLTPerformant Healthcare Inc | COM | 275,000 | $1.10M | 1.6% | −25,000−8.3% | Reduced | History |
| QNSTQuinstreet, Inc | COM | 66,000 | $1.06M | 1.6% | +66,000 | New | History |
| SQNSSequans Communications | ADR | 500,000 | $735.0K | 1.1% | −300,000−37.5% | Reduced | History |
| LTRXLantronix Inc | COM NEW | 250,000 | $717.5K | 1.1% | +49,219+24.5% | Added | History |
| ELVAElectrovaya Inc. | COM NEW | 200,000 | $682.0K | 1.0% | +100,000+100.0% | Added | History |
| INSEInspired Entertainment, Inc. | COM | 80,000 | $653.6K | 1.0% | +6,000+8.1% | Added | History |
| MCHXMarchex Inc | CL B | 278,276 | $609.4K | 0.9% | +61,163+28.2% | Added | History |
| BWENBroadwind, Inc. | COM NEW | 323,382 | $585.3K | 0.9% | +179,382+124.6% | Added | History |
| VMDViemed Healthcare, Inc. | COM | 80,000 | $552.8K | 0.8% | −58,900−42.4% | Reduced | History |
| WPRTWestport Fuel Systems Inc. | COM | 155,716 | $488.9K | 0.7% | −25,076−13.9% | Reduced | History |
| DAREDare Bioscience, Inc. | COM NEW | 193,603 | $462.7K | 0.7% | +29,301+17.8% | Added | History |
| EHTHeHealth, Inc. | COM | 100,000 | $435.0K | 0.6% | +71,000+244.8% | Added | History |
| CMBMFCambium Networks Corp | SHS | 802,362 | $325.0K | 0.5% | −448,019−35.8% | Reduced | History |
| PRPOPrecipio, Inc. | COM | 27,890 | $307.9K | 0.5% | −10,404−27.2% | Reduced | History |
| CLGNCollPlant Biotechnologies Ltd | SHS NEW | 160,849 | $218.8K | 0.3% | +35,849+28.7% | Added | History |
| ASTLAlgoma Steel Group Inc. | COM | 30,191 | $208.0K | 0.3% | −239,812−88.8% | Reduced | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 128,382 | $208.0K | 0.3% | +128,382 | New | History |
| SCYXScynexis Inc | COM NEW | 261,081 | $176.2K | 0.3% | −365,956−58.4% | Reduced | History |
| IRIXIridex Corp | COM | 190,000 | $167.6K | 0.2% | −328,541−63.4% | Reduced | History |
| SCKTSocket Mobile, Inc. | COM NEW | 126,156 | $145.1K | 0.2% | +758+0.6% | Added | History |
| DRIODarioHealth Corp. | COM NEW | 215,000 | $144.1K | 0.2% | −35,000−14.0% | Reduced | History |
| POCIPrecision Optics Corporation, Inc. | COM NEW | 25,000 | $122.5K | 0.2% | −20,000−44.4% | Reduced | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| THRThermon Group Holdings, Inc. | COM | 66,000 | $1.84M | 2.8% | History |
| SPTNSpartanNash Co | COM | 80,000 | $1.62M | 2.5% | History |
| ASPNAspen Aerogels Inc | COM | 110,000 | $702.9K | 1.1% | History |
| ASYSAmtech Systems Inc | COM PAR $0.01N | 97,583 | $471.3K | 0.7% | History |
| DUOTDuos Technologies Group, Inc. | COM | 50,000 | $282.0K | 0.4% | History |
| Mogo Inc60800C208 | COM | 124,649 | $107.2K | 0.2% | – |
| HYPRHyperfine, Inc. | COM CL A | 125,084 | $89.6K | 0.1% | History |
| BDSXBiodesix Inc | COM | 47,773 | $29.9K | <0.1% | History |