Nano Cap New Millennium Growth Fund L P holds a diversified book of 135 stocks worth $130.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Salesforce Inc and trimmed Silicom Ltd. Their largest long position is Silicom Ltd at 7% of the equity book.
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.
91% 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
Other tracked managers holding the same core names as Nano Cap New Millennium Growth Fund L P
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 73 / 80 | $79.4B |
| MORGAN STANLEY | 73 / 80 | $23.9B |
| UBS Group AG | 73 / 80 | $8.3B |
| JPMORGAN CHASE & CO | 71 / 80 | $18.8B |
| GOLDMAN SACHS GROUP INC | 71 / 80 | $9.3B |
| ROYAL BANK OF CANADA | 71 / 80 | $5.5B |
| OSAIC HOLDINGS, INC. | 71 / 80 | $253.3M |
| BNP PARIBAS FINANCIAL MARKETS | 70 / 80 | $2.8B |
Ranked by how many of Nano Cap New Millennium Growth Fund L P's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Silicom Ltd. COM | $8.9M | 186.5K | 6.9% | ▼−2.1% Reduced · −4K sh | |
| 2 | Sprout Social, Inc. COM | $4.6M | 615.0K | 3.6% | ▲+15% Added · +80K sh | |
| 3 | SimilarWeb Ltd. COM | $4.0M | 650.0K | 3.1% | ▲+67% Added · +260K sh | |
| 4 | KraneShares CSI China Internet Fund SHARES | $3.3M | 135.5K | 2.5% | ▲+20% Added · +23K sh | |
| 5 | Gentherm Inc. COM | $3.2M | 95.0K | 2.5% | ▼−5.0% Reduced · −5K sh | |
| 6 | Exagen Inc. COM | $3.1M | 675.0K | 2.4% | ▲+15% Added · +90K sh | |
| 7 | Ooma, Inc. COM | $3.0M | 155.0K | 2.3% | ▼−7.7% Reduced · −13K sh | |
| 8 | Unity Software Inc. COM | $2.9M | 100.0K | 2.2% | ▼−14% Reduced · −16K sh | |
| 9 | Toast, Inc. COM | $2.3M | 84.0K | 1.8% | ▲+24% Added · +16K sh | |
| 10 | GoodRx Holdings, Inc. COM | $2.1M | 740.0K | 1.6% | —Held | |
| 11 | Personalis, Inc. COM | $2.1M | 157.5K | 1.6% | ▼−33% Reduced · −78K sh | |
| 12 | Taboola.com Ltd. COM | $2.1M | 420.0K | 1.6% | ▼−18% Reduced · −95K sh | |
| 13 | Bandwidth Inc. COM | $2.1M | 32.5K | 1.6% | ▼−75% Reduced · −100K sh | |
| 14 | Gravity Co. Ltd. SPONSORED ADR | $2.0M | 30.0K | 1.5% | ▲+20% Added · +5K sh | |
| 15 | 8x8, Inc. COM | $1.9M | 1.13M | 1.5% | ▲+125% Added · +625K sh | |
| 16 | Viant Technology Inc. COM | $1.9M | 150.0K | 1.5% | ▲+62% Added · +58K sh | |
| 17 | Lantronix Inc. COM | $1.8M | 305.0K | 1.4% | ▲+11% Added · +30K sh | |
| 18 | Zscaler Inc COM | $1.7M | 12.3K | 1.3% | ▲+23% Added · +2K sh | |
| 19 | Take-Two Interactive Software Inc. COM | $1.7M | 6.8K | 1.3% | ▼−3.6% Reduced · −250 sh | |
| 20 | Certara Inc. COM | $1.6M | 250.0K | 1.3% | ▲+49% Added · +83K sh | |
| 21 | Si-Bone, Inc. COM | $1.6M | 100.0K | 1.3% | ▲+21% Added · +18K sh | |
| 22 | InMode Ltd. COM | $1.6M | 109.5K | 1.2% | ▲+3.3% Added · +4K sh | |
| 23 | Mobileye Global Inc. COM | $1.5M | 160.0K | 1.2% | ▲+121% Added · +88K sh | |
| 24 | Magnite, Inc. COM | $1.5M | 81.5K | 1.2% | ▲+16% Added · +12K sh | |
| 25 | HubSpot, Inc. COM | $1.5M | 8.3K | 1.2% | ▲+38% Added · +2K sh | |
| 26 | Salesforce Inc. COM | $1.5M | 9.5K | 1.1% | ▲New New position | |
| 27 | Teledoc Health COM | $1.5M | 175.0K | 1.1% | —Held | |
| 28 | MaxCyte, Inc. COM | $1.5M | 1.20M | 1.1% | ▲+20% Added · +200K sh | |
| 29 | Bio-Rad Laboratories Inc COM | $1.5M | 5.0K | 1.1% | ▲+11% Added · +500 sh | |
| 30 | Radcom Ltd. COM | $1.4M | 100.0K | 1.1% | ▼−2.0% Reduced · −2K sh | |
| 31 | Airgain Inc. COM | $1.4M | 222.5K | 1.1% | ▼−11% Reduced · −28K sh | |
| 32 | Shake Shack Inc. COM | $1.4M | 25.0K | 1.1% | ▲+85% Added · +12K sh | |
| 33 | Seer Inc. COM | $1.4M | 825.0K | 1.1% | —Held | |
| 34 | Commerce.com COM | $1.3M | 455.0K | 1.0% | ▲+29% Added · +103K sh | |
| 35 | Oddity Tech Ltd. COM | $1.3M | 87.5K | 1.0% | ▲+35% Added · +23K sh | |
| 36 | Zoom Video Communications COM | $1.3M | 15.0K | 1.0% | ▲+7.1% Added · +1K sh | |
| 37 | ServiceNow COM | $1.3M | 13.0K | 1.0% | ▲+420% Added · +11K sh | |
| 38 | Stratasys Ltd. COM | $1.3M | 150.0K | 1.0% | ▲+20% Added · +25K sh | |
| 39 | Digitalocean Holdings Inc. COM | $1.3M | 8.0K | 1.0% | ▼−70% Reduced · −19K sh | |
| 40 | Schrodinger LLC COM | $1.2M | 75.0K | 0.9% | ▲+50% Added · +25K sh | |
| 41 | Alibaba Group Holding Limited SPONSORED ADR | $1.2M | 12.5K | 0.9% | ▲+19% Added · +2K sh | |
| 42 | UiPath, Inc. COM | $1.2M | 110.0K | 0.9% | ▲+69% Added · +45K sh | |
| 43 | Trulieve Cannabis Corp. COM | $1.2M | 120.0K | 0.9% | ▼−17% Reduced · −25K sh | |
| 44 | Baidu Inc. SPONSORED ADR | $1.2M | 10.3K | 0.9% | ▲+2.5% Added · +250 sh | |
| 45 | Green Thumb Industries Inc. COM | $1.1M | 142.5K | 0.9% | ▲+9.6% Added · +13K sh | |
| 46 | CRISP Therapeutics AG SPONSORED ADR | $1.1M | 20.5K | 0.9% | —Held | |
| 47 | Verano Holdings Corp. COM | $1.0M | 160.0K | 0.8% | ▼−70% Reduced · −380K sh | |
| 48 | Mettler-Toledo International Inc. COM | $1.0M | 800 | 0.8% | ▲+33% Added · +200 sh | |
| 49 | Thermo Fisher Scientific Inc. COM | $1.0M | 2.0K | 0.8% | ▲+167% Added · +1K sh | |
| 50 | Nextdoor Holdings, Inc. COM | $953K | 419.7K | 0.7% | ▼−2.4% Reduced · −10K sh |
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/1277890/holdings"
Use Arkolith to show NANO CAP NEW MILLENNIUM GROWTH FUND L P's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.