G2 Investment Partners Management LLC
71 holdingsFiling period: 2026-03-31Current AUM: $550.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVE | DAVE INC | 119.8K | $20.9M | $44.7M | 8.11% | -12,828 | 2026-03-31 |
| 2 | VIAV | VIAVI SOLUTIONS INC | 574.0K | $19.1M | $21.2M | 3.85% | -251,012 | 2026-03-31 |
| 3 | AEIS | ADVANCED ENERGY INDS | 58.4K | $18.9M | $16.9M | 3.07% | -24,331 | 2026-03-31 |
| 4 | DY | DYCOM INDS INC | 45.8K | $15.5M | $18.4M | 3.34% | +9.6K | 2026-03-31 |
| 5 | MOD | MODINE MFG CO | 69.8K | $15.1M | $14.0M | 2.55% | -16,293 | 2026-03-31 |
| 6 | XMTR | XOMETRY INC | 365.9K | $14.9M | $31.4M | 5.69% | +144.2K | 2026-03-31 |
| 7 | TTMI | TTM TECHNOLOGIES INC | 126.0K | $12.3M | $14.5M | 2.64% | +4.5K | 2026-03-31 |
| 8 | UCTT | ULTRA CLEAN HLDGS INC | 180.9K | $11.3M | $15.1M | 2.74% | -- | 2026-03-31 |
| 9 | SEZL | SEZZLE INC | 167.4K | $10.6M | $25.9M | 4.70% | -15,563 | 2026-03-31 |
| 10 | STRL | STERLING INFRASTRUCTURE INC | 25.7K | $10.4M | $15.3M | 2.78% | -835 | 2026-03-31 |
| 11 | — | TOWER SEMICONDUCTOR LTD | 58.8K | $10.3M | $10.3M | 1.87% | -15,213 | 2026-03-31 |
| 12 | AIP | ARTERIS INC | 623.0K | $10.2M | $18.6M | 3.38% | +222.9K | 2026-03-31 |
| 13 | NOVT | NOVANTA INC | 86.0K | $10.2M | $12.3M | 2.22% | -- | 2026-03-31 |
| 14 | PACK | RANPAK HOLDINGS CORP | 2.82M | $10.1M | $14.4M | 2.62% | -518,586 | 2026-03-31 |
| 15 | CLS | CELESTICA INC | 34.4K | $9.7M | $11.4M | 2.07% | -15,483 | 2026-03-31 |
| 16 | VVX | V2X INC | 129.9K | $8.9M | $11.7M | 2.13% | +81.9K | 2026-03-31 |
| 17 | FSLY | FASTLY INC | 289.6K | $8.4M | $6.6M | 1.19% | +59.7K | 2026-03-31 |
| 18 | VPG | VISHAY PRECISION GROUP INC | 186.9K | $8.1M | $17.2M | 3.12% | +106.5K | 2026-03-31 |
| 19 | LYTS | LSI INDS INC OHIO | 430.2K | $8.0M | $10.1M | 1.83% | +125.2K | 2026-03-31 |
| 20 | CALX | CALIX INC | 160.5K | $7.9M | $5.8M | 1.05% | -100,458 | 2026-03-31 |
| 21 | TREE | LENDINGTREE INC | 175.3K | $7.5M | $5.6M | 1.01% | +82.9K | 2026-03-31 |
| 22 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 33.0K | $7.3M | $8.3M | 1.51% | -3,006 | 2026-03-31 |
| 23 | MITK | MITEK SYS INC | 499.0K | $6.7M | $8.3M | 1.51% | -- | 2026-03-31 |
| 24 | ALGM | ALLEGRO MICROSYSTEMS INC | 208.6K | $6.6M | $8.7M | 1.57% | -- | 2026-03-31 |
| 25 | AIR | AAR CORP | 59.5K | $6.5M | $8.3M | 1.51% | +3.5K | 2026-03-31 |
← Scroll →
Page 1 of 3