Sponsored

The Analysis of G2 Investment Partners Management LLC's Holdings & P&L

Currently, G2 Investment Partners Management LLC holds 71 types of securities in its portfolio with a total value $406.1M. In the most recent quarter, they have increased their positions in UCTT (+180.9K shares, valued at $11.3M), NOVT (+86.0K shares, valued at $10.2M), MITK (+499.0K shares, valued at $6.7M); decreased their positions in VIAV (-251.0K shares, valued at $8.4M), AEIS (-24.3K shares, valued at $7.9M), ALAB (-47.6K shares, valued at $5.2M); initiated new positions in UCTT (+180.9K shares, valued at $11.3M), NOVT (+86.0K shares, valued at $10.2M), MITK (+499.0K shares, valued at $6.7M).

1M P&L

+105.0M+23.89%

3M P&L

+156.4M+40.28%

HY P&L

+207.6M+61.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors50.6M

13.9%

2Software - Application43.2M

11.8%

3Engineering & Construction31.5M

8.6%

Top Industries by Stock Count

1Software - Application11 stocks

16.9%

2Semiconductors9 stocks

13.8%

3Software - Infrastructure6 stocks

9.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DAVE INC DAVE INC119.8K shares-9.67%2026-03-312026-05-15

VIAV VIAVI SOLUTIONS INC574.0K shares-30.43%2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS58.4K shares-29.40%2026-03-312026-05-15

DY DYCOM INDS INC45.8K shares26.62%2026-03-312026-05-15

MOD MODINE MFG CO69.8K shares-18.92%2026-03-312026-05-15

XMTR XOMETRY INC365.9K shares65.06%2026-03-312026-05-15

TTMI TTM TECHNOLOGIES INC126.0K shares3.70%2026-03-312026-05-15

UCTT ULTRA CLEAN HLDGS INC180.9K sharesnew addition2026-03-312026-05-15

Sponsored

SEZL SEZZLE INC167.4K shares-3.22%2026-03-312026-05-15

STRL STERLING INFRASTRUCTURE INC25.7K shares-3.15%2026-03-312026-05-15

TSEM TOWER SEMICONDUCTOR LTD58.8K shares-20.56%2026-03-312026-05-15

AIP ARTERIS INC623.0K shares55.71%2026-03-312026-05-15

NOVT NOVANTA INC86.0K sharesnew addition2026-03-312026-05-15

PACK RANPAK HOLDINGS CORP2.8M shares-15.53%2026-03-312026-05-15

CELESTICA INC CELESTICA INC34.4K shares-31.06%2026-03-312026-05-15

VVX V2X INC129.9K shares170.55%2026-03-312026-05-15

Sponsored

FSLY FASTLY INC289.6K shares25.95%2026-03-312026-05-15

VPG VISHAY PRECISION GROUP INC186.9K shares132.55%2026-03-312026-05-15

LYTS LSI INDS INC OHIO430.2K shares41.04%2026-03-312026-05-15

CALX CALIX INC160.5K shares-38.49%2026-03-312026-05-15

TREE LENDINGTREE INC175.3K shares89.62%2026-03-312026-05-15

MTSI MACOM TECH SOLUTIONS HLDGS I33.0K shares-8.35%2026-03-312026-05-15

MITK MITEK SYS INC499.0K sharesnew addition2026-03-312026-05-15

ALGM ALLEGRO MICROSYSTEMS INC208.6K sharesnew addition2026-03-312026-05-15

Sponsored

AIR AAR CORP59.5K shares6.21%2026-03-312026-05-15

IBEX IBEX LTD209.5K shares110.58%2026-03-312026-05-15

PTRN PATTERN GROUP INC449.2K sharesnew addition2026-03-312026-05-15

SITM SITIME CORP15.5K shares-43.79%2026-03-312026-05-15

ARX ACCELERANT HOLDINGS372.8K shares299.41%2026-03-312026-05-15

FEIM FREQUENCY ELECTRS INC112.3K shares173.88%2026-03-312026-05-15

CHYM CHIME FINL INC260.0K shares-29.89%2026-03-312026-05-15

ALLT ALLOT LTD697.1K shares-32.97%2026-03-312026-05-15

Sponsored

RNG RINGCENTRAL INC119.7K sharesnew addition2026-03-312026-05-15

WULF TERAWULF INC289.3K sharesnew addition2026-03-312026-05-15

ARLO ARLO TECHNOLOGIES INC282.1K shares81.98%2026-03-312026-05-15

CARDINAL INFRASTRUCTURE GROU CARDINAL INFRASTRUCTURE GROU98.0K sharesnew addition2026-03-312026-05-15

EVLV EVOLV TECHNOLOGIES HLDNGS IN623.7K shares-54.47%2026-03-312026-05-15

NET CLOUDFLARE INC17.3K sharesnew addition2026-03-312026-05-15

SMTC SEMTECH CORP44.9K sharesnew addition2026-03-312026-05-15

REAL THE REALREAL INC362.5K sharesnew addition2026-03-312026-05-15

Sponsored

RANK ONE COMPUTING CORP RANK ONE COMPUTING CORP449.4K sharesnew addition2026-03-312026-05-15

RELY REMITLY GLOBAL INC199.4K sharesnew addition2026-03-312026-05-15

LGN LEGENCE CORP54.9K sharesnew addition2026-03-312026-05-15

FROG JFROG LTD65.3K shares-51.83%2026-03-312026-05-15

DSP VIANT TECHNOLOGY INC256.2K sharesnew addition2026-03-312026-05-15

KN KNOWLES CORP110.7K sharesnew addition2026-03-312026-05-15

ALNT ALLIENT INC46.4K sharesnew addition2026-03-312026-05-15

HUT 8 CORP HUT 8 CORP58.0K shares-10.92%2026-03-312026-05-15

Sponsored

VSH VISHAY INTERTECHNOLOGY INC146.7K sharesnew addition2026-03-312026-05-15

PRCH PORCH GROUP INC360.3K shares-59.93%2026-03-312026-05-15

DIBS 1STDIBS COM INC450.0K shares-33.52%2026-03-312026-05-15

PKE PARK AEROSPACE CORP90.0K sharesnew addition2026-03-312026-05-15

DCO DUCOMMUN INC DEL20.0K sharesnew addition2026-03-312026-05-15

DIOD DIODES INC35.0K sharesnew addition2026-03-312026-05-15

WLDN WILLDAN GROUP INC31.0K sharesnew addition2026-03-312026-05-15

ALAB ASTERA LABS INC21.5K shares-68.85%2026-03-312026-05-15

Sponsored

FIGR FIGURE TECHNOLOGY SOLUTIO69.0K sharesnew addition2026-03-312026-05-15

APPS DIGITAL TURBINE INC800.0K shares-43.02%2026-03-312026-05-15

MIAX MIAMI INTL HLDGS INC52.6K sharesnew addition2026-03-312026-05-15

AMPL AMPLITUDE INC270.0K shares-5.09%2026-03-312026-05-15

CAMT CAMTEK LTD12.0K shares-48.63%2026-03-312026-05-15

GENI GENIUS SPORTS LIMITED400.0K shares-33.77%2026-03-312026-05-15

NAVAN INC NAVAN INC114.7K sharesnew addition2026-03-312026-05-15

AFRM AFFIRM HLDGS INC32.0K shares-52.16%2026-03-312026-05-15

Sponsored

UPWK UPWORK INC120.0K sharesnew addition2026-03-312026-05-15

ONTO ONTO INNOVATION INC6.0K sharesnew addition2026-03-312026-05-15

KRNT KORNIT DIGITAL LTD65.0K shares-47.21%2026-03-312026-05-15

AEHR AEHR TEST SYS25.0K sharesnew addition2026-03-312026-05-15

IBTA IBOTTA INC15.0K sharesnew addition2026-03-312026-05-15

CLBT CELLEBRITE DI LTD30.0K shares-90.69%2026-03-312026-05-15

GAMB GAMBLING COM GROUP LIMITED100.0K shares-56.52%2026-03-312026-05-15

DAVE INC

-9.67%

Shares119.8K

Event2026-03-31

Filed2026-05-15

VIAV

VIAVI SOLUTIONS INC

-30.43%

Shares574.0K

Event2026-03-31

Filed2026-05-15

AEIS

ADVANCED ENERGY INDS

-29.40%

Shares58.4K

Event2026-03-31

Filed2026-05-15

DYCOM INDS INC

26.62%

Shares45.8K

Event2026-03-31

Filed2026-05-15

MOD

MODINE MFG CO

-18.92%

Shares69.8K

Event2026-03-31

Filed2026-05-15

XMTR

XOMETRY INC

65.06%

Shares365.9K

Event2026-03-31

Filed2026-05-15

TTMI

TTM TECHNOLOGIES INC

3.70%

Shares126.0K

Event2026-03-31

Filed2026-05-15

UCTT

ULTRA CLEAN HLDGS INC

New

Shares180.9K

Event2026-03-31

Filed2026-05-15

SEZL

SEZZLE INC

-3.22%

Shares167.4K

Event2026-03-31

Filed2026-05-15

STRL

STERLING INFRASTRUCTURE INC

-3.15%

Shares25.7K

Event2026-03-31

Filed2026-05-15

TSEM

TOWER SEMICONDUCTOR LTD

-20.56%

Shares58.8K

Event2026-03-31

Filed2026-05-15

AIP

ARTERIS INC

55.71%

Shares623.0K

Event2026-03-31

Filed2026-05-15

NOVT

NOVANTA INC

New

Shares86.0K

Event2026-03-31

Filed2026-05-15

PACK

RANPAK HOLDINGS CORP

-15.53%

Shares2.8M

Event2026-03-31

Filed2026-05-15

CELESTICA INC

-31.06%

Shares34.4K

Event2026-03-31

Filed2026-05-15

VVX

V2X INC

170.55%

Shares129.9K

Event2026-03-31

Filed2026-05-15

FSLY

FASTLY INC

25.95%

Shares289.6K

Event2026-03-31

Filed2026-05-15

VPG

VISHAY PRECISION GROUP INC

132.55%

Shares186.9K

Event2026-03-31

Filed2026-05-15

LYTS

LSI INDS INC OHIO

41.04%

Shares430.2K

Event2026-03-31

Filed2026-05-15

CALX

CALIX INC

-38.49%

Shares160.5K

Event2026-03-31

Filed2026-05-15

TREE

LENDINGTREE INC

89.62%

Shares175.3K

Event2026-03-31

Filed2026-05-15

MTSI

MACOM TECH SOLUTIONS HLDGS I

-8.35%

Shares33.0K

Event2026-03-31

Filed2026-05-15

MITK

MITEK SYS INC

New

Shares499.0K

Event2026-03-31

Filed2026-05-15

ALGM

ALLEGRO MICROSYSTEMS INC

New

Shares208.6K

Event2026-03-31

Filed2026-05-15

AIR

AAR CORP

6.21%

Shares59.5K

Event2026-03-31

Filed2026-05-15

IBEX

IBEX LTD

110.58%

Shares209.5K

Event2026-03-31

Filed2026-05-15

PTRN

PATTERN GROUP INC

New

Shares449.2K

Event2026-03-31

Filed2026-05-15

SITM

SITIME CORP

-43.79%

Shares15.5K

Event2026-03-31

Filed2026-05-15

ARX

ACCELERANT HOLDINGS

299.41%

Shares372.8K

Event2026-03-31

Filed2026-05-15

FEIM

FREQUENCY ELECTRS INC

173.88%

Shares112.3K

Event2026-03-31

Filed2026-05-15

CHYM

CHIME FINL INC

-29.89%

Shares260.0K

Event2026-03-31

Filed2026-05-15

ALLT

ALLOT LTD

-32.97%

Shares697.1K

Event2026-03-31

Filed2026-05-15

RNG

RINGCENTRAL INC

New

Shares119.7K

Event2026-03-31

Filed2026-05-15

WULF

TERAWULF INC

New

Shares289.3K

Event2026-03-31

Filed2026-05-15

ARLO

ARLO TECHNOLOGIES INC

81.98%

Shares282.1K

Event2026-03-31

Filed2026-05-15

CARDINAL INFRASTRUCTURE GROU

New

Shares98.0K

Event2026-03-31

Filed2026-05-15

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

-54.47%

Shares623.7K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

New

Shares17.3K

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP

New

Shares44.9K

Event2026-03-31

Filed2026-05-15

REAL

THE REALREAL INC

New

Shares362.5K

Event2026-03-31

Filed2026-05-15

RANK ONE COMPUTING CORP

New

Shares449.4K

Event2026-03-31

Filed2026-05-15

RELY

REMITLY GLOBAL INC

New

Shares199.4K

Event2026-03-31

Filed2026-05-15

LGN

LEGENCE CORP

New

Shares54.9K

Event2026-03-31

Filed2026-05-15

FROG

JFROG LTD

-51.83%

Shares65.3K

Event2026-03-31

Filed2026-05-15

DSP

VIANT TECHNOLOGY INC

New

Shares256.2K

Event2026-03-31

Filed2026-05-15

KNOWLES CORP

New

Shares110.7K

Event2026-03-31

Filed2026-05-15

ALNT

ALLIENT INC

New

Shares46.4K

Event2026-03-31

Filed2026-05-15

HUT 8 CORP

-10.92%

Shares58.0K

Event2026-03-31

Filed2026-05-15

VSH

VISHAY INTERTECHNOLOGY INC

New

Shares146.7K

Event2026-03-31

Filed2026-05-15

PRCH

PORCH GROUP INC

-59.93%

Shares360.3K

Event2026-03-31

Filed2026-05-15

DIBS

1STDIBS COM INC

-33.52%

Shares450.0K

Event2026-03-31

Filed2026-05-15

PKE

PARK AEROSPACE CORP

New

Shares90.0K

Event2026-03-31

Filed2026-05-15

DCO

DUCOMMUN INC DEL

New

Shares20.0K

Event2026-03-31

Filed2026-05-15

DIOD

DIODES INC

New

Shares35.0K

Event2026-03-31

Filed2026-05-15

WLDN

WILLDAN GROUP INC

New

Shares31.0K

Event2026-03-31

Filed2026-05-15

ALAB

ASTERA LABS INC

-68.85%

Shares21.5K

Event2026-03-31

Filed2026-05-15

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares69.0K

Event2026-03-31

Filed2026-05-15

APPS

DIGITAL TURBINE INC

-43.02%

Shares800.0K

Event2026-03-31

Filed2026-05-15

MIAX

MIAMI INTL HLDGS INC

New

Shares52.6K

Event2026-03-31

Filed2026-05-15

AMPL

AMPLITUDE INC

-5.09%

Shares270.0K

Event2026-03-31

Filed2026-05-15

CAMT

CAMTEK LTD

-48.63%

Shares12.0K

Event2026-03-31

Filed2026-05-15

GENI

GENIUS SPORTS LIMITED

-33.77%

Shares400.0K

Event2026-03-31

Filed2026-05-15

NAVAN INC

New

Shares114.7K

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

-52.16%

Shares32.0K

Event2026-03-31

Filed2026-05-15

UPWK

UPWORK INC

New

Shares120.0K

Event2026-03-31

Filed2026-05-15

ONTO

ONTO INNOVATION INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

KRNT

KORNIT DIGITAL LTD

-47.21%

Shares65.0K

Event2026-03-31

Filed2026-05-15

AEHR

AEHR TEST SYS

New

Shares25.0K

Event2026-03-31

Filed2026-05-15

IBTA

IBOTTA INC

New

Shares15.0K

Event2026-03-31

Filed2026-05-15

CLBT

CELLEBRITE DI LTD

-90.69%

Shares30.0K

Event2026-03-31

Filed2026-05-15

GAMB

GAMBLING COM GROUP LIMITED

-56.52%

Shares100.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available