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 |
|---|---|---|---|---|---|---|---|
| POCIPrecision Optics Corporation, Inc. | COM NEW | 25,000 | $122.5K | 0.2% | −20,000−44.4% | Reduced | History |
| DRIODarioHealth Corp. | COM NEW | 215,000 | $144.1K | 0.2% | −35,000−14.0% | Reduced | History |
| SCKTSocket Mobile, Inc. | COM NEW | 126,156 | $145.1K | 0.2% | +758+0.6% | Added | History |
| IRIXIridex Corp | COM | 190,000 | $167.6K | 0.2% | −328,541−63.4% | Reduced | History |
| SCYXScynexis Inc | COM NEW | 261,081 | $176.2K | 0.3% | −365,956−58.4% | Reduced | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 128,382 | $208.0K | 0.3% | +128,382 | New | History |
| ASTLAlgoma Steel Group Inc. | COM | 30,191 | $208.0K | 0.3% | −239,812−88.8% | Reduced | History |
| CLGNCollPlant Biotechnologies Ltd | SHS NEW | 160,849 | $218.8K | 0.3% | +35,849+28.7% | Added | History |
| PRPOPrecipio, Inc. | COM | 27,890 | $307.9K | 0.5% | −10,404−27.2% | Reduced | History |
| CMBMFCambium Networks Corp | SHS | 802,362 | $325.0K | 0.5% | −448,019−35.8% | Reduced | History |
| EHTHeHealth, Inc. | COM | 100,000 | $435.0K | 0.6% | +71,000+244.8% | Added | History |
| DAREDare Bioscience, Inc. | COM NEW | 193,603 | $462.7K | 0.7% | +29,301+17.8% | Added | History |
| WPRTWestport Fuel Systems Inc. | COM | 155,716 | $488.9K | 0.7% | −25,076−13.9% | Reduced | History |
| VMDViemed Healthcare, Inc. | COM | 80,000 | $552.8K | 0.8% | −58,900−42.4% | Reduced | History |
| BWENBroadwind, Inc. | COM NEW | 323,382 | $585.3K | 0.9% | +179,382+124.6% | Added | History |
| MCHXMarchex Inc | CL B | 278,276 | $609.4K | 0.9% | +61,163+28.2% | Added | History |
| INSEInspired Entertainment, Inc. | COM | 80,000 | $653.6K | 1.0% | +6,000+8.1% | Added | History |
| ELVAElectrovaya Inc. | COM NEW | 200,000 | $682.0K | 1.0% | +100,000+100.0% | Added | History |
| LTRXLantronix Inc | COM NEW | 250,000 | $717.5K | 1.1% | +49,219+24.5% | Added | History |
| SQNSSequans Communications | ADR | 500,000 | $735.0K | 1.1% | −300,000−37.5% | Reduced | History |
| QNSTQuinstreet, Inc | COM | 66,000 | $1.06M | 1.6% | +66,000 | New | History |
| PHLTPerformant Healthcare Inc | COM | 275,000 | $1.10M | 1.6% | −25,000−8.3% | Reduced | History |
| MTLSMaterialise NV | SPONSORED ADS | 207,661 | $1.17M | 1.7% | +97,661+88.8% | Added | History |
| INTTIntest Corp | COM | 163,000 | $1.19M | 1.7% | +45,010+38.1% | Added | History |
| CVVCVD Equipment Corp | COM | 424,748 | $1.27M | 1.9% | −151,124−26.2% | Reduced | History |
| PEGAPegasystems Inc | COM | 24,000 | $1.30M | 1.9% | +24,000 | New | History |
| CGAUCenterra Gold Inc. | COM | 193,358 | $1.39M | 2.1% | +51,358+36.2% | Added | History |
| TISITeam Inc | COM NEW | 80,000 | $1.46M | 2.1% | +33,693+72.8% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 3,508,703 | $1.56M | 2.3% | +121,348+3.6% | Added | History |
| MYGNMyriad Genetics Inc | COM | 300,000 | $1.59M | 2.3% | +300,000 | New | History |
| TALOTalos Energy Inc. | COM | 188,391 | $1.60M | 2.4% | +38,391+25.6% | Added | History |
| HCATHealth Catalyst, Inc. | COM | 427,149 | $1.61M | 2.4% | +174,649+69.2% | Added | History |
| BRCBrady Corp | CL A | 24,000 | $1.63M | 2.4% | −1,000−4.0% | Reduced | History |
| LINCLincoln Educational Services Corp | COM | 75,000 | $1.73M | 2.5% | −5,000−6.3% | Reduced | History |
| ACNTAscent Industries Co. | COM | 145,019 | $1.83M | 2.7% | +25,589+21.4% | Added | History |
| SSYSStratasys Ltd. | SHS | 166,000 | $1.90M | 2.8% | +101,245+156.4% | Added | History |
| LASRNlight, Inc. | COM | 100,000 | $1.97M | 2.9% | −19,917−16.6% | Reduced | History |
| HURCHurco Companies Inc | COM | 106,401 | $2.01M | 3.0% | −10,508−9.0% | Reduced | History |
| TDCTeradata Corp | Stock | 100,000 | $2.23M | 3.3% | −35,000−25.9% | Reduced | History |
| MTEKMaris Tech Ltd. | ORDINARY SHARES | 725,000 | $2.32M | 3.4% | −45,000−5.8% | Reduced | History |
| DCODucommun Inc | COM | 33,000 | $2.73M | 4.0% | +6,000+22.2% | Added | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 100,000 | $2.86M | 4.2% | +4,600+4.8% | Added | History |
| IDCCInterDigital, Inc. | COM | 13,000 | $2.91M | 4.3% | +2,000+18.2% | Added | History |
| TWINTwin Disc Inc | COM | 464,000 | $4.10M | 6.0% | −66,086−12.5% | Reduced | History |
| AIOTPowerfleet, Inc. | COM | 999,000 | $4.31M | 6.3% | −101,000−9.2% | Reduced | History |
| UEICUniversal Electronics Inc | COM | 721,273 | $4.77M | 7.0% | −46,836−6.1% | Reduced | History |
| LPTHLightpath Technologies Inc | COM CL A | 2,079,293 | $6.40M | 9.4% | −200,046−8.8% | 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 |