GIPM
G2 Investment Partners Management Portfolio holdings
AUM
$420M
1-Year Est. Return
99.68%
This Fund
S&P 500
1 Year Est. Return
+99.68%
AUM
$487M
AUM Growth
+$30.4M
(+6.7%)
Holding
79
Top Buys
| 1 | +$12.8M | |
| 2 | +$9.55M | |
| 3 | +$9.08M | |
| 4 |
HNGE
Hinge Health
HNGE
|
+$9.08M |
| 5 |
JFrog
FROG
|
+$8.52M |
Top Sells
| 1 | +$17.9M | |
| 2 | +$16.2M | |
| 3 | +$16.1M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$11.2M |
| 5 |
Gambling.com
GAMB
|
+$9.41M |
Sector Composition
| 1 | Technology | 50.01% |
| 2 | Industrials | 12.4% |
| 3 | Financials | 10.94% |
| 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
$13.2B
| $7.68M | 1.58% |
22,600
-27,565
|
|
||
27
Universal Technical Institute
UTI
$1.99B
| $7.65M | 1.57% |
235,000
|
|
||
|
28
Gambling.com
GAMB
$153M
| $6.78M | 1.39% |
829,428
-973,015
|
|
||
29
EverQuote
EVER
$568M
| $6.46M | 1.33% |
282,316
-37,684
|
|
||
30
ODDITY Tech
ODD
$676M
| $6.14M | 1.26% |
98,600
-40,720
|
|
||
31
DoubleVerify
DV
$1.7B
| $5.99M | 1.23% |
500,000
-102,000
|
|
||
32
Viavi Solutions
VIAV
$6.87B
| $5.67M | 1.16% |
+446,700
|
|
||
33
Ambarella
AMBA
$2.6B
| $5.45M | 1.12% |
+66,000
|
|
||
34
Modine Manufacturing
MOD
$12B
| $5.32M | 1.09% |
37,410
-49,352
|
|
||
35
TTM Technologies
TTMI
$10.8B
| $5.29M | 1.09% |
91,792
-93,208
|
|
||
|
LIF
36
Life360
LIF
$4.13B
| $5.28M | 1.09% |
49,715
-191,414
|
|
||
37
Amplitude
AMPL
$976M
| $5.13M | 1.05% |
478,086
+216,286
|
|
||
38
Astera Labs
ALAB
$20.2B
| $4.86M | 1% |
24,833
-108,866
|
|
||
|
CHYM
39
Chime Financial
CHYM
$8.29B
| $4.58M | 0.94% |
227,019
+172,368
|
|
||
40
Willdan Group
WLDN
$1.31B
| $4.47M | 0.92% |
+46,196
|
|
||
41
MediaAlpha
MAX
$559M
| $4.27M | 0.88% |
+375,473
|
|
||
42
Arteris
AIP
$772M
| $4.18M | 0.86% |
413,508
+121,528
|
|
||
|
GLXY
43
Galaxy Digital Inc
GLXY
$3.97B
| $3.94M | 0.81% |
+116,500
|
|
||
44
Silicon Laboratories
SLAB
$6.74B
| $3.68M | 0.76% |
28,100
+10,000
|
|
||
45
OptimizeRx
OPRX
$141M
| $3.68M | 0.76% |
+179,736
|
|
||
46
Real Brokerage
REAX
$561M
| $3.32M | 0.68% |
794,829
-120,471
|
|
||
47
ThredUp
TDUP
$611M
| $3.3M | 0.68% |
+349,352
|
|
||
48
Graham Corp
GHM
$899M
| $3.29M | 0.68% |
60,000
-95,132
|
|
||
|
NPKI
49
NPK International
NPKI
$1.22B
| $3.23M | 0.66% |
285,200
+175,000
|
|
||
50
AAR Corp
AIR
$4.64B
| $3.05M | 0.63% |
+34,000
|
|