GIPM
G2 Investment Partners Management Portfolio holdings
AUM
$487M
1-Year Est. Return
155.5%
1 Year Est. Return
+155.5%
AUM
$456M
AUM Growth
+$150M
(+49%)
Holding
80
Top Buys
| 1 | +$14.2M | |
| 2 | +$10.2M | |
| 3 | +$10.1M | |
| 4 |
Clearfield
CLFD
|
+$10M |
| 5 |
DoubleVerify
DV
|
+$9.01M |
Top Sells
| 1 | +$65.1M | |
| 2 | +$40.2M | |
| 3 | +$11.8M | |
| 4 |
Camtek
CAMT
|
+$9.6M |
| 5 |
OPRA
Opera Ltd
OPRA
|
+$6.68M |
Sector Composition
| 1 | Technology | 55.4% |
| 2 | Financials | 12.01% |
| 3 | Consumer Discretionary | 11.24% |
| 4 | Communication Services | 9.42% |
| 5 | Industrials | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
QuinStreet
QNST
$828M
| – | – |
-321,410
|
|
||
77
The RealReal
REAL
$1.9B
| – | – |
-580,000
|
|
||
78
TeraWulf
WULF
$5.79B
| – | – |
-260,000
|
|
||
79
Reddit
RDDT
$43.3B
| – | – |
-56,601
|
|
||
80
Rubrik
RBRK
$13.8B
| – | – |
-41,500
|
|