G2 Investment Partners Management LLC
Q2 2026 13F filing
Updated 27 days ago73 disclosed positions worth $548.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | X XMTR XOMETRY INC | $30.7M | 318.4K | 5.60% | — |
| 2 | B BAND BANDWIDTH INC | $23.2M | 366.9K | 4.23% | — |
| 3 | ? N/A DAVE INC | $21.2M | 57.0K | 3.87% | — |
| 4 | S SEZL SEZZLE INC | $20.4M | 118.9K | 3.72% | — |
| 5 | A AEIS ADVANCED ENERGY INDS | $19.8M | 53.0K | 3.60% | — |
| 6 | V VIAV VIAVI SOLUTIONS INC | $17.8M | 372.9K | 3.24% | — |
| 7 | N NAVN NAVAN INC | $15.8M | 692.7K | 2.89% | — |
| 8 | R RELY REMITLY GLOBAL INC | $14.9M | 664.2K | 2.71% | — |
| 9 | S SMTC SEMTECH CORP | $14.3M | 88.1K | 2.60% | — |
| 10 | D DIOD DIODES INC | $14.2M | 129.9K | 2.59% | — |
| 11 | F FEIM FREQUENCY ELECTRS INC | $13.4M | 202.7K | 2.45% | — |
| 12 | D DY DYCOM INDS INC | $12.6M | 25.0K | 2.30% | — |
| 13 | L LFUS LITTELFUSE INC | $12.5M | 27.5K | 2.28% | — |
| 14 | M MITK MITEK SYS INC | $12.5M | 621.0K | 2.28% | — |
| 15 | T TWLO TWILIO INC | $12.4M | 60.0K | 2.26% | — |
| 16 | T TTMI TTM TECHNOLOGIES INC | $12.2M | 65.5K | 2.23% | — |
| 17 | V VSH VISHAY INTERTECHNOLOGY INC | $12M | 222.3K | 2.18% | — |
| 18 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $11.1M | 29.3K | 2.03% | — |
| 19 | P PLPC PORCH GROUP INC | $11.1M | 736.0K | 2.02% | — |
| 20 | T TSEM TOWER SEMICONDUCTOR LTD | $10.7M | 41.0K | 1.95% | — |
| 21 | N NOVTU NOVANTA INC | $10.7M | 65.7K | 1.94% | — |
| 22 | F FLYW FLYWIRE CORPORATION | $10.4M | 593.8K | 1.90% | — |
| 23 | A AIR AAR CORP | $10.3M | 72.0K | 1.87% | — |
| 24 | P PTRN PATTERN GROUP INC | $9.4M | 375.0K | 1.72% | — |
| 25 | K KRNT KORNIT DIGITAL LTD | $9.3M | 569.5K | 1.69% | — |
| 26 | P PACK RANPAK HOLDINGS CORP | $9.1M | 1.25M | 1.66% | — |
| 27 | A AIP ARTERIS INC | $8.9M | 183.4K | 1.62% | — |
| 28 | S STRL STERLING INFRASTRUCTURE INC | $8.5M | 10.1K | 1.54% | — |
| 29 | M MOD MODINE MFG CO | $8.3M | 31.0K | 1.51% | — |
| 30 | L LYTS LSI INDS INC OHIO | $8M | 300.0K | 1.45% | — |
| 31 | V VECO V2X INC | $7.9M | 105.4K | 1.43% | — |
| 32 | A ARX ACCELERANT HOLDINGS | $7.5M | 640.0K | 1.37% | — |
| 33 | F FPS FORGENT POWER SOLUTIONS INC | $7.2M | 129.6K | 1.32% | — |
| 34 | T TREE LENDINGTREE INC | $6.9M | 156.0K | 1.26% | — |
| 35 | U UCTT ULTRA CLEAN HLDGS INC | $6.4M | 44.7K | 1.16% | — |
| 36 | A ALLT ALLOT LTD | $6.3M | 708.9K | 1.14% | — |
| 37 | C CDNL CARDINAL INFRASTRUCTURE GROU | $6M | 64.2K | 1.10% | — |
| 38 | F FROG JFROG LTD | $6M | 66.0K | 1.09% | — |
| 39 | C CALX CALIX INC | $6M | 160.0K | 1.09% | — |
| 40 | L LGN LEGENCE CORP | $5.1M | 60.0K | 0.93% | — |
| 41 | O OPRA OPERA LTD | $4.5M | 225.0K | 0.81% | — |
| 42 | A ARLO ARLO TECHNOLOGIES INC | $4.4M | 330.0K | 0.81% | — |
| 43 | C CLS CELESTICA INC | $4.4M | 12.2K | 0.81% | — |
| 44 | H HNGE HINGE HEALTH INC | $3.7M | 45.0K | 0.68% | — |
| 45 | S SITM SITIME CORP | $3.7M | 5.0K | 0.68% | — |
| 46 | R RNG RINGCENTRAL INC | $3.7M | 94.3K | 0.67% | — |
| 47 | V VPG VISHAY PRECISION GROUP INC | $3.4M | 22.4K | 0.61% | — |
| 48 | N NET CLOUDFLARE INC | $3.3M | 13.5K | 0.60% | — |
| 49 | D DCO DUCOMMUN INC DEL | $3.2M | 17.3K | 0.58% | — |
| 50 | M MIAX MIAMI INTL HLDGS INC | $3.2M | 85.0K | 0.58% | — |