Arkolith/Funds/AWM Investment Company, Inc.

AWM Investment Company, Inc.

CIK 1535264
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

AWM Investment Company, Inc. holds a diversified book of 98 stocks worth $903.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Willow Lane Acquisition Corp. and trimmed nLight, Inc.. Their largest long position is Aehr Test Systems at 7% of the equity book.

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Use Arkolith to show AWM Investment Company, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
29
existing
Trimmed
26
reduced
Sold out
17
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
41%
Top 20 holdings
61%

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

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Health Care
5%
Industrials
3%
Consumer Discretionary
2%
Communication Services
2%
Information Technology
2%
Materials
2%
Energy
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
  • Willow Lane Acquisition Corp.
    ▲New$8.3M
  • Tigo Energy, Inc.
    ▲+803%$7.2M
  • 5E ADVANCED MATERIALS INCFEAM
    ▲New$4.5M
  • Butterfly Network, Inc.
    ▲+30%$4.2M
  • Gambling.com Group Ltd.
    ▲+73%$4.1M
  • Ouster, Inc.
    ▲New$3.4M
Trimmed / exited
  • NATURAL GAS SERVICES GROUPNGS
    ▼−68%$17.4M
  • Red Cat Holdings, Inc.
    ▼−63%$8.3M
  • nLight, Inc.
    ▼−12%$8.3M
  • Ultra Clean Holdings, Inc.
    ▼−92%$8.0M
  • Vicor Corporation
    ▼−14%$7.2M
  • Definium Therapeutics, Inc.
    ▼−23%$5.9M

Holdings: largest first

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

98 positions
#SecurityValueShares% PortLast moveHistory
1Aehr Test Systems
COM
$59.1M1.59M
6.5%
▲+3.7%
Added · +57K sh
2nLight, Inc.
COM
$58.4M1.02M
6.5%
▼−12%
Reduced · −146K sh
3Vicor Corporation
COM
$46.4M288.2K
5.1%
▼−14%
Reduced · −45K sh
4BlackSky Technology, Inc.
COM
$43.4M1.73M
4.8%
—Held
5Gilat Satellite Networks, Ltd.
COM
$34.6M2.30M
3.8%
▼−2.1%
Reduced · −50K sh
6908 Devices, Inc.
COM
$31.8M5.20M
3.5%
—Held
7American Superconductor Corp
COM
$27.1M801.6K
3.0%
▲+6.3%
Added · +47K sh
8Kopin Corporation
COM
$26.6M11.81M
2.9%
▼−0.3%
Reduced · −30K sh
9Aerovironment, Inc.
COM
$23.9M130.7K
2.6%
▲+9.9%
Added · +12K sh
10Impinj, Inc.
COM
$21.3M207.0K
2.4%
▲+16%
Added · +29K sh
11LightPath Technologies, Inc.
COM
$20.4M2.04M
2.3%
▼−0.1%
Reduced · −3K sh
12Definium Therapeutics, Inc.
COM
$20.4M1.08M
2.3%
▼−23%
Reduced · −314K sh
13Talkspace, Inc.
COM
$19.8M3.83M
2.2%
▼−2.6%
Reduced · −103K sh
14Velo3D, Inc.
COM
$18.6M1.98M
2.1%
▼−8.1%
Reduced · −175K sh
15Everspin Technology, Inc.
COM
$18.3M2.08M
2.0%
▼−2.3%
Reduced · −49K sh
16Arlo Technologies, Inc.
COM
$18.0M1.27M
2.0%
▲+7.9%
Added · +93K sh
17Butterfly Network, Inc.
COM
$17.9M4.43M
2.0%
▲+30%
Added · +1.0M sh
18Universal Technical Institute,
COM
$17.7M489.1K
2.0%
▲+13%
Added · +55K sh
19CEVA, Inc.
COM
$16.2M864.8K
1.8%
▲+4.5%
Added · +37K sh
20PowerFleet, Inc.
COM
$14.5M4.70M
1.6%
—Held
21The RealReal, Inc.
COM
$13.5M1.48M
1.5%
▲+4.2%
Added · +60K sh
22RADCOM, Ltd. (Israel)
COM
$12.1M991.3K
1.3%
—Held
23MDxHealth, SA (Belgium)
COM
$12.0M5.22M
1.3%
—Held
24Strata Critical Medical, Inc.
COM
$11.8M2.82M
1.3%
—Held
25Genasys, Inc. (F4)
COM
$10.3M5.65M
1.1%
—Held
26Owlet, Inc.
COM
$10.2M1.98M
1.1%
▲+13%
Added · +230K sh
27Gambling.com Group Ltd.
COM
$9.6M2.49M
1.1%
▲+73%
Added · +1.1M sh
28ASP Isotopes, Inc.
COM
$9.4M2.12M
1.0%
—Held
29Insight Molecular Diagnostic
COM
$9.2M2.81M
1.0%
▼−0.3%
Reduced · −8K sh
30Alpha Cognition, Inc.(Canada)
COM
$9.2M1.67M
1.0%
—Held
31Palvella Therapeutics, Inc.
COM
$8.7M69.4K
1.0%
—Held
32TriSalus Life Sciences, Inc.
COM
$8.3M2.08M
0.9%
▲+67%
Added · +835K sh
33Willow Lane Acquisition Corp.
COM
$8.3M779.3K
0.9%
▲New
New position
34Galaxy Digital, Inc.-Class A
COM
$8.2M445.0K
0.9%
▲+16%
Added · +60K sh
35Natural Gas Services Group,Inc
COM
$8.1M214.8K
0.9%
▼−68%
Reduced · −462K sh
36Tigo Energy, Inc.
COM
$8.1M2.15M
0.9%
▲+803%
Added · +1.9M sh
37SANUWAVE Health, Inc.
COM
$7.9M454.6K
0.9%
—Held
38The Lovesac Company
COM
$7.4M500.0K
0.8%
—Held
39Brazil Potash Corp.
COM
$7.2M2.23M
0.8%
▲+11%
Added · +229K sh
40Citi Trends, Inc.
COM
$7.2M166.1K
0.8%
▼−31%
Reduced · −76K sh
41Ooma, Inc.
COM
$6.0M411.1K
0.7%
▼−18%
Reduced · −89K sh
42The Real Brokerage, Inc.(Canad
COM
$5.6M2.26M
0.6%
▲+1.1%
Added · +25K sh
43Reservoir Media, Inc.
COM
$5.4M551.6K
0.6%
—Held
44Spire Global Inc.
COM
$5.4M428.8K
0.6%
▲+2.5%
Added · +11K sh
45Forte Biosciences, Inc.
COM
$5.2M200.0K
0.6%
▼−16%
Reduced · −37K sh
46Red Cat Holdings, Inc.
COM
$4.9M374.5K
0.5%
▼−63%
Reduced · −636K sh
47Backblaze, Inc.
COM
$4.8M1.40M
0.5%
▼−54%
Reduced · −1.7M sh
48Destination XL Group, Inc.
COM
$4.8M9.40M
0.5%
—Held
49Rani Therapeutics Holdings,Inc
COM
$4.8M6.50M
0.5%
—Held
505E Advanced Materials, Inc.
COM
$4.5M3.25M
0.5%
▲New
New position
Showing 50 of 98 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202698$903.4M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026103$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025104$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202594$891.7M13F-HR
Q1 2025Mar 31, 2025May 15, 202595$726.0M13F-HR
Q4 2024Dec 31, 2024Feb 18, 202587$820.9M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202499$825.4M13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024114$740.2M13F-HR
Q1 2024Mar 31, 2024May 16, 2024126$763.6M13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024122$760.2M13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023126$677.5M13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023127$736.9M13F-HR
Q1 2023Mar 31, 2023May 12, 2023135$738.9M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023132$693.5M13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022133$657.7M13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022128$634.8M13F-HR
Q1 2022Mar 31, 2022May 13, 2022124$776.7M13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022126$996.9M13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021127$1.0B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021130$1.0B13F-HR
Q1 2021Mar 31, 2021May 13, 2021117$895.1M13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021105$787.0M13F-HR
Q3 2020Sep 30, 2020Nov 13, 202093$610.5M13F-HR
Q2 2020Jun 30, 2020Aug 13, 202094$570.6M13F-HR

Data source

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.