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
$352M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$10.1M
3 +$9.56M
4
FN icon
Fabrinet
FN
+$8.29M
5
S icon
SentinelOne
S
+$8.11M

Top Sells

1 +$13.5M
2 +$11.7M
3 +$9.35M
4
RPAY icon
Repay Holdings
RPAY
+$9.28M
5
CVLT icon
Commault Systems
CVLT
+$8.99M

Sector Composition

1 Technology 48.27%
2 Consumer Discretionary 13.58%
3 Communication Services 13.32%
4 Industrials 8.88%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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80
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-166,847