Arkolith/Funds/AIGH Capital Management LLC

AIGH Capital Management LLC

CIK 1835943
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

AIGH Capital Management LLC holds a concentrated book of 42 stocks worth $1.1B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Maxlinear Inc and trimmed Sandisk Corp. Their largest long position is Sandisk Corp at 31% of the equity book. They also disclosed $473.2M in put options (a bearish bet) and $9.0M in call options (bullish), shown separately below and excluded from the equity book.

Opened
59
bought for the first time
Added to
9
already held, bought more
Trimmed
16
sold some, still holds it
Sold out
14
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
60%
Top 10 holdings
74%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
61%
Health Care
22%
Financials
8%
Communication Services
6%
Industrials
3%
Materials
1%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as AIGH Capital Management LLC

Manager / fundShared namesTheir $ in those
UBS Group AG70 / 42$3.1B
GEODE CAPITAL MANAGEMENT, LLC69 / 42$10.0B
BlackRock, Inc.68 / 42$37.1B
MORGAN STANLEY68 / 42$5.7B
VANGUARD CAPITAL MANAGEMENT LLC66 / 42$25.2B
VANGUARD FIDUCIARY TRUST CO66 / 42$2.5B
STATE STREET CORP63 / 42$59.3B
SBI Securities Co., Ltd.63 / 42$75.5M

Ranked by how many of AIGH Capital Management LLC's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

42 positions
#SecurityValueShares% PortLast moveHistory
1Sandisk Corp
COM
$338.8M149.0K
30.7%
−26%
Reduced · −51K sh
2Maxlinear Inc
COM
$104.7M818.0K
9.5%
New
New position
3Intel Corp
COM
$87.1M623.5K
7.9%
New
New position
4Digital Turbine Inc
COM NEW
$84.5M6.55M
7.6%
+34%
Added · +1.7M sh
5Silicon Motion Technology Co
SPONSORED ADR
$48.0M144.0K
4.3%
−28%
Reduced · −56K sh
6Clearfield Inc
COM
$40.1M1.01M
3.6%
New
New position
7Methode Electrs Inc
COM
$31.8M1.68M
2.9%
New
New position
8Amtech Sys Inc
COM PAR $0.01N
$28.9M1.25M
2.6%
New
New position
9Fennec Pharmaceuticals Inc
COM
$26.7M2.49M
2.4%
+25%
Added · +505K sh
10Kyverna Therapeutics Inc
COM
$24.9M2.80M
2.3%
+40%
Added · +796K sh
11Nyxoah S A
SHS
$24.6M14.53M
2.2%
New
New position
12Personalis Inc
COM
$23.0M1.72M
2.1%
−41%
Reduced · −1.2M sh
13Sophia Genetics Sa
ORDINARY SHARES
$22.8M3.95M
2.1%
New
New position
143D Sys Corp Del
COM NEW
$22.0M7.27M
2.0%
New
New position
15Vuzix Corp
COM NEW
$19.6M6.75M
1.8%
+105%
Added · +3.4M sh
16Abeona Therapeutics Inc
COM NEW
$18.5M2.99M
1.7%
−3.6%
Reduced · −113K sh
17Ardelyx Inc
COM
$16.3M3.20M
1.5%
New
New position
18Biodesix Inc
COM
$15.3M678.3K
1.4%
−11%
Reduced · −80K sh
19Spruce Biosciences Inc
COM NEW
$13.5M250.0K
1.2%
New
New position
20Castle Biosciences Inc
COM
$13.0M545.1K
1.2%
−7.7%
Reduced · −46K sh
21Vanda Pharmaceuticals Inc
COM
$12.5M2.04M
1.1%
−26%
Reduced · −706K sh
22Pelthos Therapeutics Inc
COM SHS
$9.3M329.1K
0.8%
New
New position
23Polypid Ltd
COM
$7.6M1.50M
0.7%
−5.6%
Reduced · −89K sh
24Verastem Inc
COM NEW
$7.4M1.93M
0.7%
−3.6%
Reduced · −73K sh
25Broadwind Inc
COM NEW
$5.6M1.16M
0.5%
New
New position
26Aeye Inc
CL A NEW
$5.6M3.85M
0.5%
New
New position
27Orthopediatrics Corp
COM
$5.2M269.8K
0.5%
New
New position
28Apyx Medical Corporation
COM
$5.1M1.13M
0.5%
+2.1%
Added · +23K sh
29Ideal PWR Inc
COM NEW
$4.8M894.7K
0.4%
−24%
Reduced · −287K sh
30Talphera Inc
COM NEW
$4.7M4.60M
0.4%
−1.3%
Reduced · −60K sh
31Tigo Energy Inc
COM
$4.6M1.99M
0.4%
−73%
Reduced · −5.3M sh
32Energous Corp
COM NEW
$4.4M182.0K
0.4%
−15%
Reduced · −33K sh
33Renovorx Inc
COM NEW
$4.3M4.41M
0.4%
+19%
Added · +699K sh
34Richardson Electrs Ltd
COM
$3.8M200.4K
0.3%
New
New position
35Neuraxis Inc
COM
$3.8M519.9K
0.3%
+30%
Added · +120K sh
36Coya Therapeutics Inc
COMMON STOCK
$3.7M631.9K
0.3%
−35%
Reduced · −343K sh
37Identiv Inc
COM NEW
$3.7M1.45M
0.3%
+254%
Added · +1.0M sh
38Elutia Inc
CL A COM
$2.6M2.70M
0.2%
−25%
Reduced · −900K sh
39Aprea Therapeutics Inc
COM NEW
$815K1.02M
0.1%
Held
40Biofrontera Inc
COM NEW
$700K739.9K
0.1%
−19%
Reduced · −175K sh
41Quoin Pharmaceuticals Ltd
SPONSORED ADS
$339K70.0K
0.0%
+37%
Added · +19K sh
42NN Inc
COM
$41K11.5K
0.0%
New
New position
Showing all 42 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$473.2M
Call notional (bullish)$9.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHARES RUSSELL 2000 ETFIWM$331.4M1.1M
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$141.8M193K
CALL · bullishDOMO INC - CLASS BDOMO$9.0M2.9M

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202689$1.6B13F-HR
Q1 2026Mar 31, 2026Apr 30, 202685$733.2M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202668$413.1M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202576$354.9M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202570$222.3M13F-HR
Q1 2025Mar 31, 2025May 6, 202581$241.6M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202576$319.8M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202480$354.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.