GIPM
G2 Investment Partners Management Portfolio holdings
AUM
$487M
1-Year Est. Return
155.5%
1 Year Est. Return
+155.5%
AUM
$487M
AUM Growth
+$30.4M
(+6.7%)
Holding
79
Top Buys
| 1 | +$12.6M | |
| 2 | +$11.8M | |
| 3 | +$9.54M | |
| 4 |
Evolv Technologies
EVLV
|
+$9.39M |
| 5 |
Hippo Holdings
HIPO
|
+$9M |
Top Sells
| 1 | +$21.3M | |
| 2 | +$20.3M | |
| 3 | +$19.8M | |
| 4 |
CyberArk
CYBR
|
+$11.2M |
| 5 |
Sterling Infrastructure
STRL
|
+$9.36M |
Sector Composition
| 1 | Technology | 51.82% |
| 2 | Industrials | 12.4% |
| 3 | Financials | 9.13% |
| 4 | Communication Services | 8.75% |
| 5 | Consumer Discretionary | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Sterling Infrastructure
STRL
$10B
| $7.68M | 1.55% |
22,600
-27,565
|
|
||
27
Universal Technical Institute
UTI
$1.31B
| $7.65M | 1.55% |
235,000
|
|
||
28
Gambling.com
GAMB
$199M
| $6.78M | 1.37% |
829,428
-973,015
|
|
||
29
EverQuote
EVER
$969M
| $6.46M | 1.31% |
282,316
-37,684
|
|
||
30
ODDITY Tech
ODD
$2.43B
| $6.14M | 1.24% |
98,600
-40,720
|
|
||
31
DoubleVerify
DV
$1.73B
| $5.99M | 1.21% |
500,000
-102,000
|
|
||
32
Viavi Solutions
VIAV
$3.94B
| $5.67M | 1.15% |
+446,700
|
|
||
33
Ambarella
AMBA
$3.11B
| $5.45M | 1.1% |
+66,000
|
|
||
34
Modine Manufacturing
MOD
$8.54B
| $5.32M | 1.07% |
37,410
-49,352
|
|
||
35
TTM Technologies
TTMI
$7.01B
| $5.29M | 1.07% |
91,792
-93,208
|
|
||
|
LIF
36
Life360
LIF
$6.05B
| $5.28M | 1.07% |
49,715
-191,414
|
|
||
37
Amplitude
AMPL
$1.38B
| $5.13M | 1.04% |
478,086
+216,286
|
|
||
38
Astera Labs
ALAB
$29B
| $4.86M | 0.98% |
24,833
-108,866
|
|
||
|
CHYM
39
Chime Financial
CHYM
$8.44B
| $4.58M | 0.93% |
227,019
+172,368
|
|
||
40
Willdan Group
WLDN
$1.45B
| $4.47M | 0.9% |
+46,196
|
|
||
41
MediaAlpha
MAX
$725M
| $4.27M | 0.86% |
+375,473
|
|
||
42
Arteris
AIP
$641M
| $4.18M | 0.84% |
413,508
+121,528
|
|
||
|
GLXY
43
Galaxy Digital Inc
GLXY
$4.78B
| $3.94M | 0.8% |
+116,500
|
|
||
44
Silicon Laboratories
SLAB
$4.18B
| $3.68M | 0.74% |
28,100
+10,000
|
|
||
45
OptimizeRx
OPRX
$273M
| $3.68M | 0.74% |
+179,736
|
|
||
46
Real Brokerage
REAX
$822M
| $3.32M | 0.67% |
794,829
-120,471
|
|
||
47
ThredUp
TDUP
$946M
| $3.3M | 0.67% |
+349,352
|
|
||
48
Graham Corp
GHM
$617M
| $3.29M | 0.67% |
60,000
-95,132
|
|
||
|
NPKI
49
NPK International
NPKI
$1.06B
| $3.23M | 0.65% |
285,200
+175,000
|
|
||
50
AAR Corp
AIR
$3.25B
| $3.05M | 0.62% |
+34,000
|
|