GIPM
G2 Investment Partners Management Portfolio holdings
AUM
$456M
This Quarter Return
+38.06%
1 Year Return
+142.9%
3 Year Return
+947.52%
5 Year Return
+1,873.56%
10 Year Return
+23,815.47%
AUM
$544M
AUM Growth
+$544M
(+34%)
Cap. Flow
+$43.4M
Cap. Flow
% of AUM
7.97%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
102
New
26
Increased
14
Reduced
36
Closed
20
Top Buys
| 1 |
Cantaloupe
CTLP
|
$16.2M |
| 2 |
Lightspeed Commerce
LSPD
|
$12.5M |
| 3 |
Camtek
CAMT
|
$11.4M |
| 4 |
CareDx
CDNA
|
$10.8M |
| 5 |
TechTarget
TTGT
|
$10.5M |
Top Sells
| 1 |
MODN
MODEL N, INC.
MODN
|
$7.55M |
| 2 |
OptimizeRx
OPRX
|
$7.15M |
| 3 |
CarParts.com
PRTS
|
$6.5M |
| 4 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
$6.43M |
| 5 |
Repay Holdings
RPAY
|
$6.31M |
Sector Composition
| 1 | Technology | 55.59% |
| 2 | Healthcare | 13.12% |
| 3 | Communication Services | 8.13% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.15% |