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1492 Capital Management 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 0001584087

$338.7M

disclosed book value

133

positions

5.1%

largest position share

Positions, as of 2026-06-30

top 100 of 133 · 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
1MXLMAXLINEAR INC136,174$17.4M5.1%
2CRSCARPENTER TECHNOLOGY CORP27,425$16.9M5%
3ALHCALIGNMENT HEALTHCARE INC487,369$11.6M3.4%
4AAOIAPPLIED OPTOELECTRONICS INC76,405$11.3M3.3%
5STRLSTERLING INFRASTRUCTURE INC10,863$9.1M2.7%
6COPA HOLDINGS SA57,508$8.9M2.6%
7ADPTADAPTIVE BIOTECHNOLOGIES COR382,840$8.2M2.4%
8ATIATI INC41,060$8.1M2.4%
9ADTNADTRAN HOLDINGS INC573,128$8.0M2.4%
10KALUKAISER ALUMINIUM CORPORATION38,985$7.6M2.3%
11LITELUMENTUM HLDGS INC8,841$7.6M2.2%
12ZETAZETA GLOBAL HOLDINGS CORP381,000$7.5M2.2%
13LNTHLANTHEUS HLDGS INC65,439$7.3M2.1%
14AXSMAXSOME THERAPEUTICS INC.29,307$7.2M2.1%
15MTHMERITAGE HOMES CORP84,158$7.1M2.1%
16TCBXTHIRD COAST BANCSHARES INC174,205$7.0M2.1%
17JEFJEFFERIES FINANCIAL GROUP IN136,701$6.8M2%
18ASTHASTRANA HEALTH INC145,946$6.8M2%
19IMAXIMAX CORP152,146$6.1M1.8%
20MGNIMAGNITE INC317,750$6.0M1.8%
21ICHOR HOLDINGS46,655$5.2M1.5%
22SFSTIFEL FINL CORP74,579$5.2M1.5%
23KURAKURA ONCOLOGY INC467,153$5.1M1.5%
24HQYHEALTHEQUITY INC51,501$4.7M1.4%
25GVAGRANITE CONSTR INC28,645$4.5M1.3%
26AIOTPOWERFLEET INC1.2M$4.4M1.3%
27PLOWDOUGLAS DYNAMICS INC78,593$4.2M1.3%
28GENIUS SPORTS LIMITED675,443$4.1M1.2%
29CBTCABOT CORP44,101$4.0M1.2%
30AMKRAMKOR TECHNOLOGY INC43,781$3.8M1.1%
31INDIINDIE SEMICONDUCTOR INC794,104$3.6M1.1%
32MHOM/I HOMES INC21,656$3.5M1%
33AUBATLANTIC UN BANKSHARES CORP81,382$3.4M1%
34KBHKB HOME51,121$3.2M0.9%
35SFNCSIMMONS FIRST NATL CORP140,544$3.2M0.9%
36NUAINEW ERA ENERGY & DIGITAL INC496,256$3.2M0.9%
37ARQTARCUTIS BIOTHERAPEUTICS INC116,211$3.0M0.9%
38NAVIGATOR HLDGS LTD158,744$3.0M0.9%
39DTDYNATRACE INC66,331$2.9M0.9%
40SUPER GROUP SGHC LIMITED211,740$2.9M0.8%
41SHIMSHIMMICK CORPORATION603,878$2.8M0.8%
42PEGAPEGASYSTEMS INC92,045$2.8M0.8%
43ARLOARLO TECHNOLOGIES INC190,114$2.6M0.8%
44WSBCWESBANCO INC65,373$2.6M0.8%
45BROSDUTCH BROS INC32,838$2.4M0.7%
46PRIMPRIMORIS SVCS CORP23,778$2.4M0.7%
47GDYNGRID DYNAMICS HLDGS INC412,258$2.3M0.7%
48FWRGFIRST WATCH RESTAURANT GROUP170,147$2.2M0.6%
49VKTXVIKING THERAPEUTICS INC55,723$2.2M0.6%
50MNKDMANNKIND CORP481,722$2.1M0.6%
51INRINFINITY NAT RES INC155,074$2.0M0.6%
52PTRNPATTERN GROUP INC77,109$1.9M0.6%
53HNGEHINGE HEALTH INC23,117$1.9M0.6%
54JFROG LTD20,708$1.9M0.6%
55DKNGDRAFTKINGS INC NEW70,822$1.8M0.5%
56GXOGXO LOGISTICS INCORPORATED35,223$1.8M0.5%
57AIRAAR CORP12,387$1.8M0.5%
58CRLCHARLES RIV LABS INTL INC7,741$1.8M0.5%
59DNLIDENALI THERAPEUTICS INC66,368$1.7M0.5%
60NOVTNOVANTA INC10,324$1.7M0.5%
61IWMISHARES TR5,457$1.6M0.5%
62FERROGLOBE PLC512,795$1.6M0.5%
63QTWOQ2 HLDGS INC31,839$1.5M0.5%
64SNDXSYNDAX PHARMACEUTICALS INC66,997$1.5M0.4%
65AMLXAMYLYX PHARMACEUTICALS INC79,751$1.4M0.4%
66VEUVANGUARD INTL EQUITY INDEX F17,047$1.4M0.4%
67GLOOGLOO HOLDINGS INC296,979$1.4M0.4%
68LOVELOVESAC COMPANY80,335$1.3M0.4%
69SOPHIA GENETICS SA222,194$1.3M0.4%
70ALMALMONTY INDS INC74,159$1.2M0.4%
71BOOTBOOT BARN HLDGS INC6,743$1.1M0.3%
72PLUGPLUG PWR INC399,362$1.1M0.3%
73EMNEASTMAN CHEM CO15,429$1.0M0.3%
74SHARKNINJA INC6,749$1.0M0.3%
75ROCRANK ONE COMPUTING CORP179,103$943,8730.3%
76CECELANESE CORP DEL20,113$925,1980.3%
77ATENA10 NETWORKS INC21,520$803,9870.2%
78ADEAADEIA INC23,981$789,6940.2%
79EEMISHARES TR10,712$732,8080.2%
80FENCFENNEC PHARMACEUTICALS INC65,149$700,3520.2%
81GTXGARRETT MOTION INC18,579$673,1170.2%
82GLOBANT S A23,258$673,0870.2%
83XHRXENIA HOTELS & RESORTS INC32,406$659,7860.2%
84OFRMONCE UPON A FARM PBC31,744$650,1170.2%
85LGNDLIGAND PHARMACEUTICALS INC1,958$618,9040.2%
86COHRCOHERENT CORP1,527$602,3560.2%
87NPKINPK INTERNATIONAL INC36,615$582,5450.2%
88IGSBISHARES TR10,381$544,0680.2%
89BFSTBUSINESS FIRST BANCSHARES IN16,216$498,3180.1%
90RHPRYMAN HOSPITALITY PPTYS INC3,625$465,9940.1%
91AROCARCHROCK INC11,153$454,0390.1%
92METCRAMACO RES INC34,255$453,1940.1%
93LAZLAZARD INC10,639$446,2000.1%
94DXDYNEX CAP INC33,714$441,9910.1%
95GOOGLALPHABET INC1,236$441,7090.1%
96PBPROSPERITY BANCSHARES INC5,753$420,1420.1%
97FSBCFIVE STAR BANCORP8,373$407,6810.1%
98ABCBAMERIS BANCORP4,500$406,1700.1%
99MMSMAXIMUS INC7,380$396,7490.1%
100VCSHVANGUARD SCOTTSDALE FDS4,932$389,7760.1%

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.