Archon Capital Management LLC holds a diversified book of 44 stocks worth $177.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SATELLOGIC INC and trimmed APYX MEDICAL CORPORATION. Their largest long position is BANDWIDTH INC at 6% of the equity book. Cloning the disclosed picks since 2016 would be +108% (+7.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1398825/holdings"
Use Arkolith to show Archon Capital Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +888.7%, a 781.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Archon Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bandwidth Inc COM CL A | $10.4M | 583.1K | 5.9% | ▲+30% Added · +136K sh | |
| 2 | Apyx Medical Corporation COM | $10.3M | 2.79M | 5.8% | ▼−13% Reduced · −422K sh | |
| 3 | Savers Value VLG Inc COM | $9.7M | 1.30M | 5.4% | ▲+3.3% Added · +41K sh | |
| 4 | Braze Inc COM CL A | $9.5M | 402.7K | 5.4% | ▲+79% Added · +178K sh | |
| 5 | Omada Health Inc COM | $9.1M | 725.1K | 5.1% | ▲+6.9% Added · +47K sh | |
| 6 | Satellogic Inc COM CL A | $9.0M | 1.65M | 5.1% | ▲New New position | |
| 7 | Teradata Corp Del COM | $8.9M | 346.2K | 5.0% | ▲+11% Added · +33K sh | |
| 8 | Tenable Hldgs Inc COM | $8.8M | 519.0K | 5.0% | ▲New New position | |
| 9 | Stitch Fix Inc COM CL A | $8.3M | 2.50M | 4.7% | ▲+70% Added · +1.0M sh | |
| 10 | Oceaneering Intl Inc COM | $7.4M | 208.0K | 4.2% | ▲New New position | |
| 11 | Mercury Sys Inc COM | $7.0M | 95.8K | 3.9% | ▲+28% Added · +21K sh | |
| 12 | Mitek Sys Inc COM NEW | $5.3M | 390.8K | 3.0% | ▲+104% Added · +199K sh | |
| 13 | M-Tron Inds Inc COM | $5.2M | 78.2K | 3.0% | ▼−34% Reduced · −40K sh | |
| 14 | Lsi Inds Inc Ohio COM | $4.9M | 263.5K | 2.8% | ▲+34% Added · +67K sh | |
| 15 | Target Hospitality Corp COM | $4.1M | 437.9K | 2.3% | ▲New New position | |
| 16 | Thredup Inc CL A | $4.1M | 1.24M | 2.3% | ▲+257% Added · +891K sh | |
| 17 | Materialise NV SPONSORED ADS | $3.7M | 742.7K | 2.1% | ▲+13% Added · +88K sh | |
| 18 | Elastic N V ORD SHS | $3.6M | 72.0K | 2.0% | ▼−11% Reduced · −9K sh | |
| 19 | Orion Group Hldgs Inc COM | $3.5M | 319.0K | 2.0% | ▲+17% Added · +46K sh | |
| 20 | The Realreal Inc COM | $3.0M | 329.1K | 1.7% | ▼−32% Reduced · −155K sh | |
| 21 | Vishay Precision Group Inc COM | $2.9M | 66.9K | 1.6% | ▲New New position | |
| 22 | Kopin Corp COM | $2.9M | 1.28M | 1.6% | ▲+21% Added · +220K sh | |
| 23 | Koru Medical Systems Inc COM | $2.8M | 642.9K | 1.6% | ▲+0.8% Added · +5K sh | |
| 24 | Proto Labs Inc COM | $2.8M | 48.5K | 1.6% | ▲New New position | |
| 25 | Cryoport Inc COM PAR $0.001 | $2.7M | 325.3K | 1.5% | —Held | |
| 26 | Optex Sys Hldgs Inc COM NEW | $2.6M | 195.6K | 1.5% | ▲+11% Added · +20K sh | |
| 27 | Cognyte Software Ltd ORD SHS | $2.5M | 309.2K | 1.4% | ▲+48% Added · +101K sh | |
| 28 | Sportsmans Whse Hldgs Inc COM | $2.4M | 1.67M | 1.3% | —Held | |
| 29 | Stereotaxis Inc COM NEW | $2.3M | 1.23M | 1.3% | —Held | |
| 30 | Orasure Technologies Inc COM | $2.2M | 747.9K | 1.3% | ▲+30% Added · +174K sh | |
| 31 | Sophia Genetics Sa ORDINARY SHARES | $2.2M | 441.4K | 1.2% | —Held | |
| 32 | Workday Inc CL A | $2.1M | 16.0K | 1.2% | ▲New New position | |
| 33 | Ishares TR EXPANDED TECH | $2.0M | 25.0K | 1.1% | ▲New New position | |
| 34 | Sprinklr Inc CL A | $1.7M | 275.3K | 0.9% | ▼−35% Reduced · −145K sh | |
| 35 | El Pollo Loco Hldgs Inc COM | $1.6M | 114.5K | 0.9% | ▼−36% Reduced · −65K sh | |
| 36 | Coda Octopus Group Inc COM NEW | $1.6M | 140.0K | 0.9% | ▼−6.7% Reduced · −10K sh | |
| 37 | Zoom Communications Inc CL A | $1.4M | 17.0K | 0.8% | ▲Added Added · +17K sh | |
| 38 | 3D Sys Corp Del COM NEW | $1.0M | 546.2K | 0.6% | ▼−44% Reduced · −429K sh | |
| 39 | Precision Optics Corp Inc Ma COM NEW | $688K | 156.8K | 0.4% | ▲New New position | |
| 40 | Virtra Inc COM PAR | $457K | 123.3K | 0.3% | ▲New New position | |
| 41 | Sleep Number Corp COM | $405K | 225.6K | 0.2% | ▲New New position | |
| 42 | Twin Disc Inc COM | $285K | 18.9K | 0.2% | —Held | |
| 43 | Laird Superfood Inc COM STK | $195K | 90.7K | 0.1% | ▲+0.3% Added · +286 sh | |
| 44 | M-Tron Inds Inc RIGHT 04/15/2026 | $164K | 78.2K | 0.1% | ▲New New position | |
| 45 | Owlet Inc CL A NEW | $93K | 18.1K | 0.1% | ▼−69% Reduced · −40K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45 | $177.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 48 | $175.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 46 | $167.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 48 | $122.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 45 | $94.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 37 | $102.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 21 | $53.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 24 | $123.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 33 | $290.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 35 | $404.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 39 | $380.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 36 | $481.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 36 | $445.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 35 | $344.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 33 | $562.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 34 | $437.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 35 | $811.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 33 | $761.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 33 | $707.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 36 | $887.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 34 | $695.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 32 | $579.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 30 | $496.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 37 | $465.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.