GIPM

G2 Investment Partners Management Portfolio holdings

AUM $420M
1-Year Est. Return 99.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+99.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.29M
3
+$8.08M
4
AYX
Alteryx Inc
AYX
+$5.81M
5
GDYN icon
Grid Dynamics Holdings
GDYN
+$4.48M

Top Sells

1
+$18.5M
2
+$12.9M
3
+$6.87M
4
KNBE
KnowBe4, Inc. Class A Common Stock
KNBE
+$6.7M
5
VRNS icon
Varonis Systems
VRNS
+$6.36M

Sector Composition

1 Technology 56.13%
2 Consumer Discretionary 10.18%
3 Communication Services 10.17%
4 Healthcare 8.48%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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