Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Amh Equity Ltd has $76.09 million in total holdings as of June 30, 2025.
Amh Equity Ltd owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 24.58% of the portfolio was purchased this quarter.
About 18.22% of the portfolio was sold this quarter.
This quarter, Amh Equity Ltd has purchased 53 new stocks and bought additional shares in 22 stocks.
Amh Equity Ltd sold shares of 22 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

DIGITALOCEAN HLDGS INC: $7,497,000
LightPath Technologies: $6,404,222
Universal Electronics: $4,774,827
PowerFleet: $4,305,690
Twin Disc: $4,097,120

Largest New Holdings this Quarter

62855J104 - Myriad Genetics: $1,593,000 Holding
705573103 - Pegasystems: $1,299,120 Holding
42824C109 - Hewlett Packard Enterprise: $1,022,500 Holding
23355L106 - DXC Technology: $970,915 Holding
39304D102 - Green Dot: $260,876 Holding

Largest Purchases this Quarter

DIGITALOCEAN HLDGS INC: 167,100 shares (about $4.77M)
Stratasys: 185,245 shares (about $2.12M)
Myriad Genetics: 300,000 shares (about $1.59M)
Pegasystems: 24,000 shares (about $1.30M)
Hewlett Packard Enterprise: 50,000 shares (about $1.02M)

Largest Sales this Quarter

Algoma Steel Group: 239,812 shares (about $1.65M)
Teradata: 35,000 shares (about $780.85K)
LightPath Technologies: 200,046 shares (about $616.14K)
Twin Disc: 66,086 shares (about $583.54K)
CVD Equipment: 151,124 shares (about $450.35K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DIGITALOCEAN HLDGS INC	$7,497,000	$4,772,376 ▲	175.2%	262,500	9.9%	COM
LPTH LightPath Technologies	$6,404,222	$616,142 ▼	-8.8%	2,079,293	8.4%	Computer and Technology
UEIC Universal Electronics	$4,774,827	$310,054 ▼	-6.1%	721,273	6.3%	Computer and Technology
PWFL PowerFleet	$4,305,690	$435,310 ▼	-9.2%	999,000	5.7%	Transportation
TWIN Twin Disc	$4,097,120	$583,539 ▼	-12.5%	464,000	5.4%	Industrials
IDCC InterDigital	$2,914,990	$448,460 ▲	18.2%	13,000	3.8%	Computer and Technology
SSYS Stratasys	$2,867,500	$2,124,760 ▲	286.1%	250,000	3.8%	Industrials
DCO Ducommun	$2,726,790	$495,780 ▲	22.2%	33,000	3.6%	Aerospace
MTEK Maris-Tech	$2,320,000	$144,000 ▼	-5.8%	725,000	3.0%	Business Services
TDC Teradata	$2,231,000	$780,850 ▼	-25.9%	100,000	2.9%	Computer and Technology
HURC Hurco Companies	$2,010,979	$198,601 ▼	-9.0%	106,401	2.6%	Industrials
LASR nLight	$1,968,000	$391,967 ▼	-16.6%	100,000	2.6%	Computer and Technology
ACNT Ascent Industries	$1,828,690	$322,677 ▲	21.4%	145,019	2.4%	Industrials
LINC Lincoln Educational Services	$1,728,750	$115,250 ▼	-6.3%	75,000	2.3%	Consumer Discretionary
CGAU Centerra Gold	$1,682,511	$658,691 ▲	64.3%	233,358	2.2%	Basic Materials
BRC Brady	$1,631,280	$67,970 ▼	-4.0%	24,000	2.1%	Industrials
HCAT Health Catalyst	$1,610,352	$658,427 ▲	69.2%	427,149	2.1%	Medical
TALO Talos Energy	$1,597,556	$325,556 ▲	25.6%	188,391	2.1%	Energy
MYGN Myriad Genetics	$1,593,000	$1,593,000 ▲	New Holding	300,000	2.1%	Medical
HBIO Harvard Bioscience	$1,557,162	$53,854 ▲	3.6%	3,508,703	2.0%	Computer and Technology
TISI Team	$1,456,000	$613,213 ▲	72.8%	80,000	1.9%	Construction
PEGA Pegasystems	$1,299,120	$1,299,120 ▲	New Holding	24,000	1.7%	Computer and Technology
CVV CVD Equipment	$1,265,749	$450,350 ▼	-26.2%	424,748	1.7%	Industrials
INTT inTEST	$1,186,640	$327,673 ▲	38.1%	163,000	1.6%	Computer and Technology
MTLS Materialise	$1,173,285	$551,785 ▲	88.8%	207,661	1.5%	Computer and Technology
PFMT Performant Financial	$1,100,000	$100,000 ▼	-8.3%	275,000	1.4%	Business Services
QNST QuinStreet	$1,062,600	$579,600 ▲	120.0%	66,000	1.4%	Computer and Technology
HPE Hewlett Packard Enterprise	$1,022,500	$1,022,500 ▲	New Holding	50,000	1.3%	Computer and Technology
DXC DXC Technology	$970,915	$970,915 ▲	New Holding	63,500	1.3%	Computer and Technology
SEQUANS COMMUNICATIONS S A	$735,000	$441,000 ▼	-37.5%	500,000	1.0%	SPONSORED ADS
LTRX Lantronix	$717,500	$141,259 ▲	24.5%	250,000	0.9%	Computer and Technology
ELECTROVAYA INC	$682,000	$341,000 ▲	100.0%	200,000	0.9%	COM NEW
INSE Inspired Entertainment	$653,600	$49,020 ▲	8.1%	80,000	0.9%	Business Services
MCHX Marchex	$609,424	$133,947 ▲	28.2%	278,276	0.8%	Computer and Technology
BWEN Broadwind Energy	$585,321	$324,681 ▲	124.6%	323,382	0.8%	Industrials
VMD Viemed Healthcare	$552,800	$406,999 ▼	-42.4%	80,000	0.7%	Medical
WPRT Westport Fuel Systems	$488,855	$78,724 ▼	-13.9%	155,716	0.6%	Auto/Tires/Trucks
DARE BIOSCIENCE INC	$462,711	$70,029 ▲	17.8%	193,603	0.6%	COM NEW
EHTH eHealth	$435,000	$308,850 ▲	244.8%	100,000	0.6%	Finance
CMBM Cambium Networks	$324,957	$181,448 ▼	-35.8%	802,362	0.4%	Computer and Technology
PRECIPIO INC	$307,906	$114,860 ▼	-27.2%	27,890	0.4%	COM
GDOT Green Dot	$260,876	$260,876 ▲	New Holding	24,200	0.3%	Business Services
CLGN CollPlant Biotechnologies	$218,755	$48,755 ▲	28.7%	160,849	0.3%	Medical
ASTL Algoma Steel Group	$208,016	$1,652,305 ▼	-88.8%	30,191	0.3%	Basic Materials
NNDM Nano Dimension	$207,979	$207,979 ▲	New Holding	128,382	0.3%	Computer and Technology
SCYX SCYNEXIS	$176,177	$246,946 ▼	-58.4%	261,081	0.2%	Medical
IRIX IRIDEX	$167,561	$289,740 ▼	-63.4%	190,000	0.2%	Computer and Technology
SCKT Socket Mobile	$145,092	$872 ▲	0.6%	126,156	0.2%	Computer and Technology
DRIO DarioHealth	$144,050	$23,450 ▼	-14.0%	215,000	0.2%	Medical
POCI Precision Optics	$122,500	$98,000 ▼	-44.4%	25,000	0.2%	Medical
THR Thermon Group	$0	$1,838,100 ▼	-100.0%	0	0.0%	Computer and Technology
SPTN SpartanNash	$0	$1,620,800 ▼	-100.0%	0	0.0%	Retail/Wholesale
BARRICK GOLD CORP	$0	$991,440 ▼	-100.0%	0	0.0%	COM
ASPN Aspen Aerogels	$0	$702,900 ▼	-100.0%	0	0.0%	Construction
ASYS Amtech Systems	$0	$471,326 ▼	-100.0%	0	0.0%	Computer and Technology
DUOT Duos Technologies Group	$0	$282,000 ▼	-100.0%	0	0.0%	Business Services
MOGO INC	$0	$107,198 ▼	-100.0%	0	0.0%	COM
HYPR Hyperfine	$0	$89,598 ▼	-100.0%	0	0.0%	Medical
BDSX Biodesix	$0	$29,868 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmh Equity Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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