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ESSEX INVESTMENT MANAGEMENT CO LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000201772

$763.4M

disclosed book value

306

positions

3.6%

largest position share

Positions, as of 2026-06-30

top 100 of 306 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TOWER SEMICONDUCTOR LTD105,543$27.5M3.6%
2LINCLINCOLN EDL SVCS CORP340,366$17.0M2.2%
3KINIKSA PHARMACEUTICALS INTL P241,382$15.4M2%
4OUSTOUSTER INC226,028$14.1M1.9%
5LGNDLIGAND PHARMACEUTICALS INC43,567$13.8M1.8%
6CECOCECO ENVIRONMENTAL CORP150,416$13.6M1.8%
7STRLSTERLING INFRASTRUCTURE INC16,155$13.6M1.8%
8AIPARTERIS INC277,665$13.5M1.8%
9MIRMMIRUM PHARMACEUTICALS INC105,669$12.4M1.6%
10AGXARGAN INC15,467$12.4M1.6%
11GHMGRAHAM CORP93,405$11.6M1.5%
12DRSLEONARDO DRS INC250,215$10.7M1.4%
13ADPTADAPTIVE BIOTECHNOLOGIES CORP472,763$10.1M1.3%
14WERNWERNER ENTERPRISES INC231,625$10.1M1.3%
15HCIHCI GROUP INC56,260$9.9M1.3%
16GEVGE VERNOVA INC8,283$9.7M1.3%
17COHUCOHU INC131,170$9.7M1.3%
18AAPLAPPLE INC32,427$9.4M1.2%
19AMSCAMERICAN SUPERCONDUCTOR CORP221,933$9.2M1.2%
20BWAYBRAINSWAY LTD592,606$9.2M1.2%
21TTITETRA TECHNOLOGIES INC DEL741,007$8.4M1.1%
22LYTSLSI INDS INC OHIO295,820$7.9M1%
23MRVLMARVELL TECHNOLOGY INC25,911$7.7M1%
24KTOSKRATOS DEFENSE & SEC SOLUTIONS153,576$7.7M1%
25TVTXTRAVERE THERAPEUTICS INC133,866$7.6M1%
26GSGOLDMAN SACHS GROUP INC7,513$7.6M1%
27PATKPATRICK INDS INC82,960$7.4M1%
28ORNORION GROUP HLDGS INC442,603$7.4M1%
29ASML HLDG NV3,538$7.0M0.9%
30AMBARELLA INC79,997$6.9M0.9%
31NOVOCURE LTD439,648$6.7M0.9%
32AMZNAMAZON COM INC27,062$6.4M0.8%
33AVPTAVEPOINT INC571,541$6.4M0.8%
34WMSADVANCED DRAIN SYS INC DEL40,413$6.3M0.8%
35SMTCSEMTECH CORP38,226$6.2M0.8%
36OIIOCEANEERING INTL INC151,463$6.1M0.8%
37ECGEVERUS CONSTR GROUP36,377$6.0M0.8%
38AEMAGNICO EAGLE MINES LTD38,462$6.0M0.8%
39LQDALIQUIDIA CORPORATION74,743$6.0M0.8%
40WLDNWILLDAN GROUP INC74,890$5.9M0.8%
41FEIMFREQUENCY ELECTRS INC89,043$5.9M0.8%
42MSFTMICROSOFT CORP15,714$5.9M0.8%
43MAMAMAMAS CREATIONS INC326,938$5.8M0.8%
44XERSXERIS BIOPHARMA HOLDINGS INC715,608$5.7M0.7%
45PKEPARK AEROSPACE CORP143,663$5.5M0.7%
46BDSXBIODESIX INC241,915$5.5M0.7%
47XMTRXOMETRY INC55,919$5.4M0.7%
48BXCBLUELINX HLDGS INC86,593$5.4M0.7%
49MITKMITEK SYS INC263,913$5.3M0.7%
50CXDOCREXENDO INC710,874$5.3M0.7%
51MIRMIRION TECHNOLOGIES INC295,060$5.3M0.7%
52RDVTRED VIOLET INC82,555$5.3M0.7%
53JAZZ PHARMACEUTICALS PLC21,665$5.2M0.7%
54DIODDIODES INC46,732$5.1M0.7%
55APYXAPYX MEDICAL CORPORATION1.1M$5.1M0.7%
56BWXTBWX TECHNOLOGIES INC25,431$5.0M0.6%
57OCULOCULAR THERAPEUTIX INC482,154$4.7M0.6%
58SFMSPROUTS FMRS MKT INC55,176$4.7M0.6%
59LPTHLIGHTPATH TECHNOLOGIES INC285,052$4.7M0.6%
60INSMINSMED INC42,991$4.6M0.6%
61XZOEXZEO GROUP INC268,704$4.5M0.6%
62MGMISTRAS GROUP INC257,127$4.5M0.6%
63SIBNSI BONE INC271,404$4.4M0.6%
64CONCONCENTRA GROUP HOLDINGS PAREN148,836$4.4M0.6%
65TILEINTERFACE INC123,401$4.4M0.6%
66GFFGRIFFON CORP44,937$4.4M0.6%
67JOUTJOHNSON OUTDOORS INC94,176$4.3M0.6%
68DAKTDAKTRONICS INC216,428$4.2M0.6%
69CMCOCOLUMBUS MCKINNON CORP N Y278,316$4.2M0.6%
70BMIBADGER METER INC28,041$4.2M0.5%
71MASS908 DEVICES INC470,244$4.1M0.5%
72LQDTLIQUIDITY SVCS INC103,302$4.0M0.5%
73PGENPRECIGEN INC706,294$4.0M0.5%
74AXSMAXSOME THERAPEUTICS INC.16,244$4.0M0.5%
75AMPXAMPRIUS TECHNOLOGIES INC284,595$3.9M0.5%
76GMEDGLOBUS MED INC49,677$3.9M0.5%
77LTRXLANTRONIX INC662,070$3.9M0.5%
78LGCYLEGACY ED INC329,894$3.9M0.5%
79RISKIFIED LTD769,085$3.9M0.5%
80AMTBAMERANT BANCORP INC150,236$3.8M0.5%
81SOPHIA GENETICS SA663,428$3.8M0.5%
82NUVBNUVATION BIO INC671,041$3.8M0.5%
83THRMGENTHERM INC107,970$3.7M0.5%
84BKSYBLACKSKY TECHNOLOGY INC130,281$3.6M0.5%
85ARQTARCUTIS BIOTHERAPEUTICS INC137,500$3.6M0.5%
86DLTRDOLLAR TREE INC29,455$3.6M0.5%
87BGCBGC GROUP INC321,484$3.4M0.5%
88OSGOCTAVE SPECIALTY GROUP INC539,289$3.4M0.4%
89FETFORUM ENERGY TECHNOLOGIES INC66,611$3.3M0.4%
90IIIINFORMATION SVCS GROUP INC808,345$3.3M0.4%
91NPCENEUROPACE INC208,703$3.3M0.4%
92RAILFREIGHTCAR AMER INC337,662$3.3M0.4%
93NOVTNOVANTA INC19,811$3.2M0.4%
94CRWDCROWDSTRIKE HLDGS INC4,169$3.2M0.4%
95CODACODA OCTOPUS GROUP INC322,278$3.1M0.4%
96BKRBAKER HUGHES COMPANY54,375$3.0M0.4%
97IBEX LTD98,156$3.0M0.4%
98DCBODOCEBO INC165,095$3.0M0.4%
99EVREVERCORE INC8,573$2.9M0.4%
100BRCCBRC INC2.6M$2.9M0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.