Arkolith/Funds/Nano Cap New Millennium Growth Fund L P

Nano Cap New Millennium Growth Fund L P

CIK 1277890
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Nano Cap New Millennium Growth Fund L P holds a diversified book of 145 stocks worth $107.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Hubspot Inc and trimmed Digitalocean Holdings Inc. Their largest long position is Silicom Ltd at 4% of the equity book.

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Use Arkolith to show NANO CAP NEW MILLENNIUM GROWTH FUND L P's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
75
existing
Trimmed
31
reduced
Sold out
42
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
25%
Top 20 holdings
40%

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

Direct sector allocation

90% mapped to company sectors

Information Technology
57%
Health Care
20%
ETF / fund or unclassified
10%
Consumer Discretionary
4%
Industrials
4%
Materials
3%
Communication Services
2%
Financials
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

Holdings: largest first

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

145 positions
#SecurityValueShares% PortLast moveHistory
1Silicom Ltd.
COM
$4.0M190.5K
3.8%
+6.1%
Added · +11K sh
2KraneShares CSI China Internet Fund
SHARES
$3.2M112.5K
3.0%
+14%
Added · +14K sh
3Sprout Social, Inc.
COM
$3.0M535.0K
2.9%
+135%
Added · +308K sh
4Gentherm Inc.
COM
$2.8M100.0K
2.6%
+5.3%
Added · +5K sh
5Unity Software Inc.
COM
$2.5M116.0K
2.4%
+38%
Added · +32K sh
6Silvaco Group
COM
$2.5M347.5K
2.3%
+39%
Added · +98K sh
7Ooma, Inc.
COM
$2.4M168.0K
2.3%
+5.0%
Added · +8K sh
8Bandwidth Inc.
COM
$2.4M132.5K
2.2%
+26%
Added · +28K sh
9Digitalocean Holdings Inc.
COM
$2.3M27.0K
2.2%
−44%
Reduced · −21K sh
10Arteris, Inc.
COM
$2.0M122.0K
1.9%
−1.2%
Reduced · −2K sh
11Toast, Inc.
COM
$1.8M68.0K
1.7%
+40%
Added · +20K sh
12Exagen Inc.
COM
$1.8M585.0K
1.6%
+134%
Added · +335K sh
13Taboola.com Ltd.
COM
$1.6M515.0K
1.5%
+3.0%
Added · +15K sh
14Gravity Co. Ltd.
SPONSORED ADR
$1.5M25.0K
1.4%
−2.0%
Reduced · −500 sh
15Personalis, Inc.
COM
$1.5M235.0K
1.4%
−19%
Reduced · −55K sh
16HubSpot, Inc.
COM
$1.5M6.0K
1.4%
New
New position
17GoodRx Holdings, Inc.
COM
$1.5M740.0K
1.4%
+26%
Added · +155K sh
18InMode Ltd.
COM
$1.5M106.0K
1.4%
+18%
Added · +16K sh
19Lantronix Inc.
COM
$1.4M275.0K
1.3%
−30%
Reduced · −120K sh
20Veeco Instruments Inc.
COM
$1.4M41.5K
1.3%
−25%
Reduced · −14K sh
21Zscaler Inc
COM
$1.4M10.0K
1.3%
+113%
Added · +5K sh
22Seer Inc.
COM
$1.4M825.0K
1.3%
Held
23Take-Two Interactive Software Inc.
COM
$1.4M7.0K
1.3%
+40%
Added · +2K sh
24Airgain Inc.
COM
$1.4M250.0K
1.3%
+8.7%
Added · +20K sh
25Wix.com LTD
COM
$1.4M15.0K
1.3%
New
New position
26Alibaba Group Holding Limited
SPONSORED ADR
$1.3M10.5K
1.2%
+24%
Added · +2K sh
27Bio-Rad Laboratories Inc
COM
$1.3M4.5K
1.2%
+64%
Added · +2K sh
28Radcom Ltd.
COM
$1.2M102.0K
1.2%
Held
29Shake Shack Inc.
COM
$1.2M13.5K
1.1%
−3.6%
Reduced · −500 sh
30Simulations Plus, Inc.
COM
$1.2M100.0K
1.1%
+3.1%
Added · +3K sh
31Zoom Video Communications
COM
$1.1M14.0K
1.1%
−11%
Reduced · −2K sh
32Baidu Inc.
SPONSORED ADR
$1.1M10.0K
1.0%
+18%
Added · +2K sh
33Littlefuse, Inc.
COM
$1.1M3.2K
1.0%
−1.5%
Reduced · −50 sh
34Si-Bone, Inc.
COM
$1.0M82.5K
1.0%
+94%
Added · +40K sh
35Viant Technology Inc.
COM
$1.0M92.5K
1.0%
+28%
Added · +20K sh
36SimilarWeb Ltd.
COM
$1.0M390.0K
1.0%
+133%
Added · +223K sh
37Backblaze, Inc.
COM
$1.0M295.0K
1.0%
+18%
Added · +45K sh
38Stratasys Ltd.
COM
$976K125.0K
0.9%
+11%
Added · +13K sh
39CRISP Therapeutics AG
SPONSORED ADR
$975K20.5K
0.9%
+17%
Added · +3K sh
40Certara Inc.
COM
$955K167.5K
0.9%
+12%
Added · +18K sh
41Teledoc Health
COM
$954K175.0K
0.9%
Held
42Commerce.com
COM
$941K352.5K
0.9%
+91%
Added · +168K sh
43Bark Inc.
COM
$922K91.0K
0.9%
−95%
Reduced · −1.7M sh
44Oddity Tech Ltd.
COM
$870K65.0K
0.8%
+95%
Added · +32K sh
45Magnite, Inc.
COM
$832K70.0K
0.8%
+40%
Added · +20K sh
468x8, Inc.
COM
$830K500.0K
0.8%
+32%
Added · +120K sh
47Green Thumb Industries Inc.
COM
$829K130.0K
0.8%
+7.4%
Added · +9K sh
48Trulieve Cannabis Corp.
COM
$812K145.0K
0.8%
+29%
Added · +33K sh
49Mettler-Toledo International Inc.
COM
$757K600
0.7%
+14%
Added · +75 sh
50Snowflake Inc.
COM
$754K5.0K
0.7%
+400%
Added · +4K sh
Showing 50 of 145 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026145$107.0M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026181$117.2M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.