G2 Investment Partners Management LLC holds a diversified book of 71 stocks worth $406.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ultra Clean Holdings Inc and trimmed Dave Inc. Their largest long position is Dave Inc at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1593404/holdings"
Use Arkolith to show G2 Investment Partners Management LLC's latest holdings, largest changes, and filing provenance.
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.
100% 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 | Dave Inc CLASS A COM NEW | $20.9M | 119.8K | 5.1% | ▼−9.7% Reduced · −13K sh | |
| 2 | Viavi Solutions Inc COM | $19.1M | 574.0K | 4.7% | ▼−30% Reduced · −251K sh | |
| 3 | Advanced Energy Inds COM | $18.9M | 58.4K | 4.6% | ▼−29% Reduced · −24K sh | |
| 4 | Dycom Inds Inc COM | $15.5M | 45.8K | 3.8% | ▲+27% Added · +10K sh | |
| 5 | Modine MFG Co COM | $15.1M | 69.8K | 3.7% | ▼−19% Reduced · −16K sh | |
| 6 | Xometry Inc CLASS A COM | $14.9M | 365.9K | 3.7% | ▲+65% Added · +144K sh | |
| 7 | TTM Technologies Inc COM | $12.3M | 126.0K | 3.0% | ▲+3.7% Added · +5K sh | |
| 8 | Ultra Clean Hldgs Inc COM | $11.3M | 180.9K | 2.8% | ▲New New position | |
| 9 | Sezzle Inc COM | $10.6M | 167.4K | 2.6% | ▼−3.2% Reduced · −6K sh | |
| 10 | Sterling Infrastructure Inc COM | $10.4M | 25.7K | 2.6% | ▼−3.1% Reduced · −835 sh | |
| 11 | Tower Semiconductor Ltd SHS NEW | $10.3M | 58.8K | 2.5% | ▼−21% Reduced · −15K sh | |
| 12 | Arteris Inc COM | $10.2M | 623.0K | 2.5% | ▲+56% Added · +223K sh | |
| 13 | Novanta Inc COM | $10.2M | 86.0K | 2.5% | ▲New New position | |
| 14 | Ranpak Holdings Corp COM CL A | $10.1M | 2.82M | 2.5% | ▼−16% Reduced · −519K sh | |
| 15 | Celestica Inc COM | $9.7M | 34.4K | 2.4% | ▼−31% Reduced · −15K sh | |
| 16 | V2X Inc COM | $8.9M | 129.9K | 2.2% | ▲+171% Added · +82K sh | |
| 17 | Fastly Inc CL A | $8.4M | 289.6K | 2.1% | ▲+26% Added · +60K sh | |
| 18 | Vishay Precision Group Inc COM | $8.1M | 186.9K | 2.0% | ▲+133% Added · +107K sh | |
| 19 | Lsi Inds Inc Ohio COM | $8.0M | 430.2K | 2.0% | ▲+41% Added · +125K sh | |
| 20 | Calix Inc COM | $7.9M | 160.5K | 1.9% | ▼−38% Reduced · −100K sh | |
| 21 | Lendingtree Inc COM | $7.5M | 175.3K | 1.9% | ▲+90% Added · +83K sh | |
| 22 | Macom Tech Solutions Hldgs I COM | $7.3M | 33.0K | 1.8% | ▼−8.3% Reduced · −3K sh | |
| 23 | Mitek Sys Inc COM NEW | $6.7M | 499.0K | 1.7% | ▲New New position | |
| 24 | Allegro Microsystems Inc COM | $6.6M | 208.6K | 1.6% | ▲New New position | |
| 25 | Aar Corp COM | $6.5M | 59.5K | 1.6% | ▲+6.2% Added · +3K sh | |
| 26 | Ibex Ltd SHS NEW | $5.6M | 209.5K | 1.4% | ▲+111% Added · +110K sh | |
| 27 | Pattern Group Inc COM SER A | $5.6M | 449.2K | 1.4% | ▲New New position | |
| 28 | Sitime Corp COM | $5.3M | 15.5K | 1.3% | ▼−44% Reduced · −12K sh | |
| 29 | Accelerant Holdings CL A | $5.0M | 372.8K | 1.2% | ▲+299% Added · +279K sh | |
| 30 | Frequency Electrs Inc COM | $5.0M | 112.3K | 1.2% | ▲+174% Added · +71K sh | |
| 31 | Chime Finl Inc COM SHS CL A | $4.9M | 260.0K | 1.2% | ▼−30% Reduced · −111K sh | |
| 32 | Allot Ltd SHS | $4.6M | 697.1K | 1.1% | ▼−33% Reduced · −343K sh | |
| 33 | Ringcentral Inc CL A | $4.5M | 119.7K | 1.1% | ▲New New position | |
| 34 | Terawulf Inc COM | $4.2M | 289.3K | 1.0% | ▲New New position | |
| 35 | Arlo Technologies Inc COM | $4.0M | 282.1K | 1.0% | ▲+82% Added · +127K sh | |
| 36 | Cardinal Infrastructure Grou CL A | $3.9M | 98.0K | 1.0% | ▲New New position | |
| 37 | Evolv Technologies HLDNGS In COM CL A | $3.8M | 623.7K | 0.9% | ▼−54% Reduced · −746K sh | |
| 38 | Cloudflare Inc CL A COM | $3.6M | 17.3K | 0.9% | ▲New New position | |
| 39 | Semtech Corp COM | $3.5M | 44.9K | 0.9% | ▲New New position | |
| 40 | The Realreal Inc COM | $3.3M | 362.5K | 0.8% | ▲New New position | |
| 41 | Rank One Computing Corp COM SHS | $3.1M | 449.4K | 0.8% | ▲New New position | |
| 42 | Remitly Global Inc COM | $3.1M | 199.4K | 0.8% | ▲New New position | |
| 43 | Legence Corp CL A | $3.1M | 54.9K | 0.8% | ▲New New position | |
| 44 | Jfrog Ltd ORD SHS | $3.1M | 65.3K | 0.8% | ▼−52% Reduced · −70K sh | |
| 45 | Viant Technology Inc COM CL A | $2.9M | 256.2K | 0.7% | ▲New New position | |
| 46 | Knowles Corp COM | $2.8M | 110.7K | 0.7% | ▲New New position | |
| 47 | Allient Inc COM | $2.7M | 46.4K | 0.7% | ▲New New position | |
| 48 | Hut 8 Corp COM | $2.7M | 58.0K | 0.7% | ▼−11% Reduced · −7K sh | |
| 49 | Vishay Intertechnology Inc COM | $2.6M | 146.7K | 0.7% | ▲New New position | |
| 50 | Porch Group Inc COM | $2.6M | 360.3K | 0.6% | ▼−60% Reduced · −539K sh |
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.