GIPM

G2 Investment Partners Management Portfolio holdings

AUM $487M
1-Year Est. Return 155.5%
This Quarter Est. Return
1 Year Est. Return
+155.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.04M
3
+$5.65M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$5M
5
SKY icon
Champion Homes
SKY
+$4.85M

Top Sells

1
+$15.7M
2
+$4.82M
3
+$4.33M
4
QNST icon
QuinStreet
QNST
+$4.03M
5
CHGG icon
Chegg
CHGG
+$3.82M

Sector Composition

1 Technology 70.82%
2 Communication Services 13.24%
3 Financials 6.23%
4 Consumer Discretionary 2.62%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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