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OBERWEIS ASSET MANAGEMENT INC/

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 0000937886

$4.84B

disclosed book value

176

positions

5.7%

largest position share

Positions, as of 2026-06-30

top 100 of 176 · 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
1Credo Technology Group1.0M$275.6M5.7%
2AAOIApplied Optoelectronics Inc.1.8M$265.4M5.5%
3DOCNDigitalOcean Holdings, Inc.930,005$146.0M3%
4SIMOSilicon Motion Techn ADR316,350$105.4M2.2%
5UCTTUltra Clean Holdings647,276$92.3M1.9%
6SharkNinja, Inc.593,500$90.4M1.9%
7SITMSiTime Corporation119,501$89.1M1.8%
8BTSGBrightSpring Health Services1.2M$82.7M1.7%
9HNGEHinge Health, Inc.855,476$71.0M1.5%
10RMBSRambus, Inc527,016$70.0M1.4%
11MTSIMacom Technology Solutions179,356$68.2M1.4%
12LITELumentum Hldgs, Inc.72,185$61.9M1.3%
13LSCCLattice Semiconductor Corporat391,816$59.9M1.2%
14Nova Ltd.108,675$59.0M1.2%
15CRSCarpenter Technology Corp.93,273$57.5M1.2%
16FTDRFrontdoor, Inc.719,060$55.8M1.2%
17ECGEverus Construction Group328,183$54.5M1.1%
18VCYTVeracyte, Inc.877,734$51.5M1.1%
19POWLPowell Industries Inc.179,521$51.4M1.1%
20LTHLife Time Holdings, Inc.1.2M$48.6M1%
21RSIRush Street Interactive, Inc.1.6M$48.4M1%
22MRCYMercury Systems, Inc.392,723$48.0M1%
23BROSDutch Bros., Inc.656,093$47.1M1%
24CLHClean Harbors, Inc.153,475$45.9M0.9%
25SEISolaris Energy Infrastructur564,581$45.4M0.9%
26DIODDiodes, Inc.413,750$45.3M0.9%
27ACAArcosa, Inc.295,450$42.9M0.9%
28BLBDBlue Bird Corporation529,838$41.8M0.9%
29Camtek, Ltd.253,380$41.3M0.9%
30LivaNova Plc500,150$41.1M0.8%
31AMSCAmerican Superconductor987,500$41.0M0.8%
32MXLMaxlinear, Inc. Class A319,500$40.9M0.8%
33GMEDGlobus Medical, Inc.-A512,100$40.5M0.8%
34NOVTNovanta, Inc.244,260$39.6M0.8%
35SKYWSkywest Inc383,799$38.1M0.8%
36VIAVViavi Solutions, Inc.793,600$37.9M0.8%
37MOG/AMoog Inc. - A86,735$36.8M0.8%
38LFUSLittelfuse, Inc.79,800$36.3M0.8%
39ARQTArcutis Biotherapeutics, Inc.1.4M$36.0M0.7%
40FCFSFirstCash Holdings, Inc166,105$35.9M0.7%
41BLLNBilliontoone, Inc.299,030$35.9M0.7%
42DANDana Inc.1.3M$35.9M0.7%
43ESIElement Solutions, Inc.740,100$35.3M0.7%
44AIRAAR Corp.246,325$35.2M0.7%
45RELYRemitly Global, Inc.1.6M$35.2M0.7%
46ICUIICU Medical, Inc.237,050$34.8M0.7%
47FSSFederal Signal Corp.269,084$34.6M0.7%
48OUSTOuster, Inc.545,810$34.1M0.7%
49LEVILevi Strauss & Co.1.4M$33.7M0.7%
50MMSIMerit Medical System Inc473,409$32.8M0.7%
51AIZAssurant, Inc.122,100$32.8M0.7%
52WAYWaystar Holding Corp.1.6M$32.6M0.7%
53CECOCECO Environmental Corp.358,072$32.5M0.7%
54LQDALiquidia Corp.406,400$32.4M0.7%
55EHCEncompass Health Corporation316,886$32.0M0.7%
56INDVIndivior Plc779,188$32.0M0.7%
57CGNXCognex Corp.427,820$31.0M0.6%
58GVAGranite Construction193,090$30.5M0.6%
59PDFSPdf Solutions, Inc.426,400$30.2M0.6%
60NVSTEnvista Holdings Corp.1.1M$29.5M0.6%
61DAVEDave, Inc.78,902$29.4M0.6%
62Ambarella, Inc.342,254$29.4M0.6%
63LASRnLIGHT Inc.413,310$28.8M0.6%
64MYRGMYR Group, Inc.54,190$27.1M0.6%
65ADPTAdaptive Biotechnologies1.3M$27.0M0.6%
66DRSLeonardo DRS, Inc.628,486$26.8M0.6%
67TPCTutor Perini Corp.323,200$26.8M0.6%
68KGSKodiak Gas Services, Inc.355,870$26.7M0.6%
69Kiniksa Pharmaceuticals, Ltd.413,034$26.4M0.5%
70CHYMChime Financial Inc.1.3M$26.0M0.5%
71ALHCAlighnment Healthcare, Inc.1.1M$25.9M0.5%
72HALOHalozyme Therapeutics, Inc.321,030$25.1M0.5%
73IRTCIrhythm Holdings, Inc.202,004$24.0M0.5%
74ABCBAmeris Bancorp264,600$23.9M0.5%
75ZWSZurn Elkay Water Solutions Cor468,453$23.7M0.5%
76OSISOsi Systems, Inc.107,143$23.4M0.5%
77OMDAOmada Health, Inc.1.0M$23.0M0.5%
78URBNUrban Outfitters, Inc.316,192$22.4M0.5%
79ANIPANI Pharmaceuticals, Inc.265,306$22.0M0.5%
80EZPWEZCorp, Inc.631,800$21.8M0.5%
81CNRCore Natural Resources, Inc.271,170$21.7M0.4%
82DCODucommun Inc.113,800$21.1M0.4%
83SKWDSkyward Specialty Ins Group359,100$21.0M0.4%
84WLDNWilldan Group Inc.262,700$20.8M0.4%
85ATENA10 Networks, Inc.552,000$20.6M0.4%
86HQYHealthEquity Inc.228,291$20.6M0.4%
87Super Group SGHC Ltd.1.5M$20.6M0.4%
88SPXCSPX Technologies, Inc.83,811$20.5M0.4%
89FORMFormfactor Inc.127,330$20.4M0.4%
90WTSWatts Water Technologies50,840$19.9M0.4%
91OPLNOpenlane, Inc.480,580$19.8M0.4%
92QTWOQ2 Holdings, Inc.410,409$19.7M0.4%
93BOXBox, Inc.743,000$19.7M0.4%
94VSECVSE Corp.86,098$19.7M0.4%
95BHEBenchmark Electronics Inc198,300$19.6M0.4%
96NYTNew York Times Co. Cl A277,050$19.4M0.4%
97AEISAdvanced Energy Industry, Inc.49,423$18.4M0.4%
98ETONEton Pharmaceuticals, Inc.501,600$18.2M0.4%
99AXGNAxoGen Inc.388,194$17.9M0.4%
100Fabrinet30,373$17.1M0.4%

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.

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