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AMH Equity Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2025-09-30 · filed with the SEC up to 45 days after quarter end · CIK 0001600535

$80.3M

disclosed book value

54

positions

12.8%

largest position share

Positions, as of 2025-09-30

top 54 of 54 · 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
1LPTHLIGHTPATH TECHNOLOGIES INC1.3M$10.3M12.8%
2AIOTPOWERFLEET INC900,000$4.7M5.9%
3TWINTWIN DISC INC330,090$4.6M5.7%
4DOCNDIGITALOCEAN HLDGS INC110,000$3.8M4.7%
5UEICUNIVERSAL ELECTRS INC800,000$3.7M4.6%
6IDCCINTERDIGITAL INC10,000$3.5M4.3%
7MYGNMYRIAD GENETICS INC400,000$2.9M3.6%
8DCODUCOMMUN INC DEL30,000$2.9M3.6%
9PRPOPRECIPIO INC131,100$2.3M2.9%
10BWBABCOCK & WILCOX ENTERPRISES704,145$2.0M2.5%
11HCATHEALTH CATALYST INC660,000$1.9M2.3%
12ACNTASCENT INDUSTRIES CO145,019$1.9M2.3%
13STRATASYS LTD166,000$1.9M2.3%
14RFILRF INDS LTD223,900$1.8M2.3%
15HBIOUSDHARVARD BIOSCIENCE INC4.0M$1.8M2.2%
16LINCLINCOLN EDL SVCS CORP75,000$1.8M2.2%
17BRCBRADY CORP19,603$1.5M1.9%
18TISITEAM INC90,274$1.5M1.9%
19LASRNLIGHT INC50,000$1.5M1.8%
20CVVCVD EQUIP CORP416,927$1.4M1.7%
21HURCHURCO CO78,279$1.4M1.7%
22MARIS TECH LTD684,400$1.3M1.6%
23INTTINTEST CORP161,711$1.3M1.6%
24ELVAELECTROVAYA INC200,718$1.2M1.5%
25MTLSMATERIALISE NV207,661$1.2M1.4%
26OSSONE STOP SYS INC200,000$1.1M1.3%
27QNSTQUINSTREET INC66,000$1.0M1.3%
28QM30NOVA MINERALS LTD60,000$984,0001.2%
29NEXXEN INTL LTD100,000$925,0001.2%
30BOOMDMC GLOBAL INC100,000$845,0001.1%
31IPWRIDEAL PWR INC156,400$785,1281%
32RELLRICHARDSON ELECTRS LTD80,000$783,2001%
33INSEINSPIRED ENTMT INC80,000$750,4000.9%
34EHTHEHEALTH INC166,000$715,4600.9%
35CAMBIUM NETWORKS CORP800,000$715,4400.9%
36BBCPCONCRETE PUMPING HLDGS INC100,000$705,0000.9%
37LSPDLIGHTSPEED COMMERCE INC60,000$693,0000.9%
38BWENBROADWIND INC323,382$679,1020.8%
39MEIRAGTX HLDGS PLC80,000$658,4000.8%
40CLFDCLEARFIELD INC18,600$639,4680.8%
41DXCDXC TECHNOLOGY COCALL40,000$545,2000.7%
42VMDVIEMED HEALTHCARE INC80,000$543,2000.7%
43COLLPLANT BIOTECHNOLOGIES LT200,000$538,0000.7%
44DAREDARE BIOSCIENCE INC232,373$487,9830.6%
45MISTMILESTONE PHARMACEUTICALS IN231,671$463,3420.6%
46OBIOORCHESTRA BIOMED HLDGS INC166,000$411,6800.5%
47WPRTWESTPORT FUEL SYSTEMS INC137,000$310,9900.4%
48DUOTDUOS TECHNOLOGIES GROUP INC35,000$257,6000.3%
49IRIXIRIDEX CORP184,230$210,1140.3%
50SCYXEURSCYNEXIS INC245,939$189,3730.2%
51MNTNMNTN INC10,000$185,5000.2%
52SCKTSOCKET MOBILE INC116,556$120,0530.1%
53POCIPRECISION OPTICS CORP INC MA25,000$108,7500.1%
54DVLTDATAVAULT AI INC99,200$108,1280.1%

Source: SEC Form 13F-HR, reporting period 2025-09-30. 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.