ESSEX INVESTMENT MANAGEMENT CO LLC
Q3 2026 13F filing
Updated 17 days ago301 disclosed positions worth $674.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TOWER SEMICONDUCTOR LTD | $20.8M | 91.5K | 3.08% | Trimmed(-13.3%) |
| 2 | K KINIKSA PHARMACEUTICALS INTL P | $15.1M | 202.0K | 2.23% | Trimmed(-16.3%) |
| 3 | L LIGAND PHARMACEUTICALS INC | $12.2M | 38.9K | 1.80% | Trimmed(-10.7%) |
| 4 | A ADAPTIVE BIOTECHNOLOGIES CORP | $11.6M | 401.7K | 1.72% | Trimmed(-15.0%) |
| 5 | A APPLE INC | $10.4M | 31.1K | 1.53% | Trimmed(-4.1%) |
| 6 | C CECO ENVIRONMENTAL CORP | $10.1M | 145.7K | 1.50% | Trimmed(-3.1%) |
| 7 | H HCI GROUP INC | $9.4M | 54.3K | 1.40% | Trimmed(-3.5%) |
| 8 | D LEONARDO DRS INC | $8.9M | 242.5K | 1.32% | Trimmed(-3.1%) |
| 9 | M MIRUM PHARMACEUTICALS INC | $8.7M | 101.7K | 1.29% | Trimmed(-3.7%) |
| 10 | C COHU INC | $8.7M | 127.2K | 1.28% | Trimmed(-3.0%) |
| 11 | A AVEPOINT INC | $7.8M | 552.0K | 1.15% | Trimmed(-3.4%) |
| 12 | S STERLING INFRASTRUCTURE INC | $7.6M | 15.5K | 1.13% | Trimmed(-3.8%) |
| 13 | T TRAVERE THERAPEUTICS INC | $7.6M | 129.5K | 1.13% | Trimmed(-3.3%) |
| 14 | B BRAINSWAY LTD | $7.6M | 574.8K | 1.12% | Trimmed(-3.0%) |
| 15 | G GE VERNOVA INC | $7.6M | 8.0K | 1.12% | Trimmed(-3.7%) |
| 16 | N NUVATION BIO INC | $7.5M | 1.34M | 1.12% | Added(+100.4%) |
| 17 | W WERNER ENTERPRISES INC | $7.5M | 220.5K | 1.11% | Trimmed(-4.8%) |
| 18 | M MICROSOFT CORP | $7.4M | 14.5K | 1.10% | Trimmed(-7.9%) |
| 19 | F FREQUENCY ELECTRS INC | $7.3M | 86.3K | 1.08% | Trimmed(-3.1%) |
| 20 | B BIODESIX INC | $7M | 234.5K | 1.04% | Trimmed(-3.0%) |
| 21 | A AGNICO EAGLE MINES LTD | $6.8M | 37.2K | 1.01% | Trimmed(-3.3%) |
| 22 | N NOVOCURE LTD | $6.8M | 424.1K | 1.00% | Trimmed(-3.5%) |
| 23 | X XERIS BIOPHARMA HOLDINGS INC | $6.6M | 693.3K | 0.98% | Trimmed(-3.1%) |
| 24 | S SEMTECH CORP | $6.6M | 37.0K | 0.98% | Trimmed(-3.1%) |
| 25 | M MARVELL TECHNOLOGY INC | $6.6M | 24.8K | 0.97% | Trimmed(-4.1%) |
| 26 | G GRAHAM CORP | $6.5M | 75.2K | 0.96% | Trimmed(-19.5%) |
| 27 | A AMAZON COM INC | $6.4M | 25.9K | 0.96% | Trimmed(-4.4%) |
| 28 | L LANTRONIX INC | $6.4M | 890.0K | 0.95% | Added(+34.4%) |
| 29 | O OCEANEERING INTL INC | $6.4M | 146.5K | 0.95% | Trimmed(-3.3%) |
| 30 | G GOLDMAN SACHS GROUP INC | $6.4M | 7.1K | 0.94% | Trimmed(-5.9%) |
| 31 | A ARTERIS INC | $6.4M | 269.0K | 0.94% | Trimmed(-3.1%) |
| 32 | K KRATOS DEFENSE & SEC SOLUTIONS | $6.3M | 148.2K | 0.94% | Trimmed(-3.5%) |
| 33 | O OUSTER INC | $6.2M | 152.9K | 0.91% | Trimmed(-32.3%) |
| 34 | A ASML HLDG NV | $6.1M | 3.4K | 0.91% | Trimmed(-4.1%) |
| 35 | L LINCOLN EDL SVCS CORP | $6.1M | 278.2K | 0.90% | Trimmed(-18.3%) |
| 36 | A AMERICAN SUPERCONDUCTOR CORP | $6M | 205.4K | 0.89% | Trimmed(-7.5%) |
| 37 | B BLUELINX HLDGS INC | $6M | 84.0K | 0.89% | Trimmed(-3.0%) |
| 38 | L LSI INDS INC OHIO | $6M | 287.7K | 0.88% | Trimmed(-2.8%) |
| 39 | R RISKIFIED LTD | $5.9M | 745.6K | 0.87% | Trimmed(-3.0%) |
| 40 | ? N/A PRECIGEN INC | $5.9M | 683.4K | 0.87% | Trimmed(-3.2%) |
| 41 | A ARGAN INC | $5.7M | 15.0K | 0.84% | Trimmed(-2.9%) |
| 42 | M 908 DEVICES INC | $5.6M | 455.7K | 0.83% | Trimmed(-3.1%) |
| 43 | X XOMETRY INC | $5.6M | 54.2K | 0.83% | Trimmed(-3.1%) |
| 44 | S SOPHIA GENETICS SA | $5.4M | 643.1K | 0.80% | Trimmed(-3.1%) |
| 45 | A AMBARELLA INC | $5.4M | 77.2K | 0.80% | Trimmed(-3.4%) |
| 46 | W WILLDAN GROUP INC | $5.4M | 72.6K | 0.79% | Trimmed(-3.1%) |
| 47 | P PATRICK INDS INC | $5.4M | 79.0K | 0.79% | Trimmed(-4.8%) |
| 48 | T GENTHERM INC | $5.3M | 158.2K | 0.78% | Added(+46.6%) |
| 49 | M MISTRAS GROUP INC | $5.2M | 249.2K | 0.78% | Trimmed(-3.1%) |
| 50 | F FORUM ENERGY TECHNOLOGIES INC | $5.2M | 64.6K | 0.77% | Trimmed(-3.1%) |