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

About Amh Equity Ltd

Investment Activity

  • Amh Equity Ltd has $80.30 million in total holdings as of September 30, 2025.
  • Amh Equity Ltd owns shares of 54 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 22.26% of the portfolio was purchased this quarter.
  • About 38.20% of the portfolio was sold this quarter.
  • This quarter, Amh Equity Ltd has purchased 50 new stocks and bought additional shares in 10 stocks.
  • Amh Equity Ltd sold shares of 19 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

POWERFLEET INC
$4,716,000
Twin Disc
$4,601,455
DIGITALOCEAN HLDGS INC
$3,757,600

Largest New Holdings this Quarter

05614L209 - Babcock
$2,042,021 Holding
749552105 - RF Industries
$1,842,697 Holding
68247W109 - One Stop Systems
$1,072,000 Holding
66982D104 - NOVA MINERALS LTD
$984,000 Holding
M8T80P204 - NEXXEN INTL LTD
$925,000 Holding

Largest Purchases this Quarter

Babcock
704,145 shares (about $2.04M)
RF Industries
223,900 shares (about $1.84M)
PRECIPIO INC
103,210 shares (about $1.84M)
One Stop Systems
200,000 shares (about $1.07M)
NOVA MINERALS LTD
60,000 shares (about $984K)

Largest Sales this Quarter

LightPath Technologies
779,293 shares (about $6.18M)
DIGITALOCEAN HLDGS INC
152,500 shares (about $5.21M)
Twin Disc
133,910 shares (about $1.87M)
nLight
50,000 shares (about $1.48M)
InterDigital
3,000 shares (about $1.04M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmh Equity Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LightPath Technologies, Inc. stock logo
LPTH
LightPath Technologies
$10,309,000$6,179,793 -37.5%1,300,00012.8%Computer and Technology
POWERFLEET INC
$4,716,000$518,760 -9.9%900,0005.9%COM
Twin Disc, Incorporated stock logo
TWIN
Twin Disc
$4,601,455$1,866,706 -28.9%330,0905.7%Industrials
DIGITALOCEAN HLDGS INC
$3,757,600$5,209,400 -58.1%110,0004.7%COM
Universal Electronics Inc. stock logo
UEIC
Universal Electronics
$3,728,000$366,868 10.9%800,0004.6%Computer and Technology
InterDigital, Inc. stock logo
IDCC
InterDigital
$3,452,300$1,035,690 -23.1%10,0004.3%Computer and Technology
Myriad Genetics, Inc. stock logo
MYGN
Myriad Genetics
$2,892,000$723,000 33.3%400,0003.6%Medical
Ducommun Incorporated stock logo
DCO
Ducommun
$2,883,900$288,390 -9.1%30,0003.6%Aerospace
PRECIPIO INC
$2,332,269$1,836,106 370.1%131,1002.9%COM
Babcock stock logo
BW
Babcock
$2,042,021$2,042,021 New Holding704,1452.5%Computer and Technology
Health Catalyst, Inc. stock logo
HCAT
Health Catalyst
$1,881,000$663,625 54.5%660,0002.3%Medical
Ascent Industries Co. stock logo
ACNT
Ascent Industries
$1,867,8450.0%145,0192.3%Industrials
Stratasys, Ltd. stock logo
SSYS
Stratasys
$1,859,200$940,800 -33.6%166,0002.3%Industrials
RF Industries, Ltd. stock logo
RFIL
RF Industries
$1,842,697$1,842,697 New Holding223,9002.3%Computer and Technology
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$1,774,844$236,278 15.4%4,047,5352.2%Computer and Technology
Lincoln Educational Services Corporation stock logo
LINC
Lincoln Educational Services
$1,762,5000.0%75,0002.2%Consumer Discretionary
Brady Corporation stock logo
BRC
Brady
$1,529,622$343,098 -18.3%19,6031.9%Industrials
Team, Inc. stock logo
TISI
Team
$1,496,743$170,343 12.8%90,2741.9%Construction
nLight stock logo
LASR
nLight
$1,481,500$1,481,500 -50.0%50,0001.8%Computer and Technology
CVD Equipment Corporation stock logo
CVV
CVD Equipment
$1,400,875$26,279 -1.8%416,9271.7%Industrials
Hurco Companies, Inc. stock logo
HURC
Hurco Companies
$1,362,055$489,323 -26.4%78,2791.7%Industrials
Maris-Tech Ltd. stock logo
MTEK
Maris-Tech
$1,272,984$75,516 -5.6%684,4001.6%Business Services
inTEST Co. stock logo
INTT
inTEST
$1,262,963$10,067 -0.8%161,7111.6%Computer and Technology
ELECTROVAYA INC
$1,182,229$4,229 0.4%200,7181.5%COM NEW
Materialise NV stock logo
MTLS
Materialise
$1,156,6720.0%207,6611.4%Computer and Technology
One Stop Systems, Inc. stock logo
OSS
One Stop Systems
$1,072,000$1,072,000 New Holding200,0001.3%Computer and Technology
QuinStreet, Inc. stock logo
QNST
QuinStreet
$1,021,0200.0%66,0001.3%Computer and Technology
NOVA MINERALS LTD
$984,000$984,000 New Holding60,0001.2%SPONSORED ADS
NEXXEN INTL LTD
$925,000$925,000 New Holding100,0001.2%SHS NEW
DMC Global stock logo
BOOM
DMC Global
$845,000$845,000 New Holding100,0001.1%Industrials
Ideal Power Inc. stock logo
IPWR
Ideal Power
$785,128$785,128 New Holding156,4001.0%Industrials
Richardson Electronics, Ltd. stock logo
RELL
Richardson Electronics
$783,200$783,200 New Holding80,0001.0%Computer and Technology
Inspired Entertainment, Inc. stock logo
INSE
Inspired Entertainment
$750,4000.0%80,0000.9%Business Services
eHealth, Inc. stock logo
EHTH
eHealth
$715,460$284,460 66.0%166,0000.9%Finance
Cambium Networks Corporation stock logo
CMBM
Cambium Networks
$715,440$2,112 -0.3%800,0000.9%Computer and Technology
Concrete Pumping Holdings, Inc. stock logo
BBCP
Concrete Pumping
$705,000$705,000 New Holding100,0000.9%Business Services
Lightspeed Commerce Inc. stock logo
LSPD
Lightspeed Commerce
$693,000$693,000 New Holding60,0000.9%Computer and Technology
Broadwind Energy, Inc. stock logo
BWEN
Broadwind Energy
$679,1020.0%323,3820.8%Industrials
MeiraGTx Holdings PLC stock logo
MGTX
MeiraGTx
$658,400$658,400 New Holding80,0000.8%Medical
Clearfield, Inc. stock logo
CLFD
Clearfield
$639,468$639,468 New Holding18,6000.8%Computer and Technology
DXC Technology Company. stock logo
DXC
DXC Technology
$545,200$320,305 -37.0%40,0000.7%Computer and Technology
Viemed Healthcare, Inc. stock logo
VMD
Viemed Healthcare
$543,2000.0%80,0000.7%Medical
CollPlant Biotechnologies Ltd. Sponsored ADR stock logo
CLGN
CollPlant Biotechnologies
$538,000$105,316 24.3%200,0000.7%Medical
DARE BIOSCIENCE INC
$487,983$81,417 20.0%232,3730.6%COM NEW
Milestone Pharmaceuticals Inc. stock logo
MIST
Milestone Pharmaceuticals
$463,342$463,342 New Holding231,6710.6%Medical
Orchestra BioMed Holdings, Inc. stock logo
OBIO
Orchestra BioMed
$411,680$411,680 New Holding166,0000.5%Medical
Westport Fuel Systems Inc. stock logo
WPRT
Westport Fuel Systems
$310,990$42,485 -12.0%137,0000.4%Auto/Tires/Trucks
Duos Technologies Group, Inc. stock logo
DUOT
Duos Technologies Group
$257,600$257,600 New Holding35,0000.3%Business Services
IRIDEX Corporation stock logo
IRIX
IRIDEX
$210,114$6,581 -3.0%184,2300.3%Computer and Technology
SCYNEXIS, Inc. stock logo
SCYX
SCYNEXIS
$189,373$11,659 -5.8%245,9390.2%Medical
MNTN INC
$185,500$185,500 New Holding10,0000.2%CL A
Socket Mobile, Inc. stock logo
SCKT
Socket Mobile
$120,053$9,888 -7.6%116,5560.1%Computer and Technology
Precision Optics Corp. stock logo
POCI
Precision Optics
$108,7500.0%25,0000.1%Medical
DATAVAULT AI INC
$108,128$108,128 New Holding99,2000.1%COM SHS
Teradata Corporation stock logo
TDC
Teradata
$0$2,231,000 -100.0%00.0%Computer and Technology
Centerra Gold Inc. stock logo
CGAU
Centerra Gold
$0$1,682,511 -100.0%00.0%Basic Materials
Talos Energy Inc. stock logo
TALO
Talos Energy
$0$1,597,556 -100.0%00.0%Energy
Pegasystems Inc. stock logo
PEGA
Pegasystems
$0$1,299,120 -100.0%00.0%Computer and Technology
PERFORMANT HEALTHCARE INC
$0$1,100,000 -100.0%00.0%COM
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$0$1,022,500 -100.0%00.0%Computer and Technology
SEQUANS COMMUNICATIONS S A
$0$735,000 -100.0%00.0%SPONSORED ADS
Lantronix, Inc. stock logo
LTRX
Lantronix
$0$717,500 -100.0%00.0%Computer and Technology
Marchex, Inc. stock logo
MCHX
Marchex
$0$609,424 -100.0%00.0%Computer and Technology
Green Dot Corporation stock logo
GDOT
Green Dot
$0$260,876 -100.0%00.0%Business Services
Algoma Steel Group Inc. stock logo
ASTL
Algoma Steel Group
$0$208,016 -100.0%00.0%Basic Materials
Nano Dimension Ltd. stock logo
NNDM
Nano Dimension
$0$207,979 -100.0%00.0%Computer and Technology
DarioHealth Corp. stock logo
DRIO
DarioHealth
$0$144,050 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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