Essex Investment Management Co LLC Top Holdings and 13F Report (2026) About Essex Investment Management Co LLCInvestment ActivityEssex Investment Management Co LLC has $631.74 million in total holdings as of March 31, 2026.Essex Investment Management Co LLC owns shares of 305 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 11.95% of the portfolio was purchased this quarter.About 16.80% of the portfolio was sold this quarter.This quarter, Essex Investment Management Co LLC has purchased 306 new stocks and bought additional shares in 83 stocks.Essex Investment Management Co LLC sold shares of 86 stocks and completely divested from 29 stocks this quarter.Largest Holdings Tower Semiconductor $20,343,923Lincoln Educational Services $14,453,767Sterling Infrastructure $13,055,854KINIKSA PHARMACEUTICALS INTL P $12,002,736Ligand Pharmaceuticals $11,671,539 Largest New Holdings this Quarter G6674U108 - NovoCure $4,930,833 Holding87164F105 - Syndax Pharmaceuticals $4,648,290 Holding60649T107 - Mistras Group $3,969,420 Holding606710200 - Mitek Systems $3,720,627 Holding573874104 - Marvell Technology $3,585,907 Holding Largest Purchases this Quarter NovoCure 452,370 shares (about $4.93M)Syndax Pharmaceuticals 198,985 shares (about $4.65M)Brainsway 314,373 shares (about $4.18M)Mistras Group 268,567 shares (about $3.97M)Mitek Systems 275,602 shares (about $3.72M) Largest Sales this Quarter Tower Semiconductor 76,695 shares (about $13.46M)Argan 11,530 shares (about $6.28M)Sterling Infrastructure 12,628 shares (about $5.14M)Kratos Defense & Security Solutions 31,350 shares (about $2.21M)Adaptive Biotechnologies 130,814 shares (about $1.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Investment Management Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSEMTower Semiconductor$20,343,923$13,458,439 â–¼-39.8%115,9333.2%Computer and TechnologyLINCLincoln Educational Services$14,453,767$1,363,390 â–¼-8.6%355,3042.3%Consumer DiscretionarySTRLSterling Infrastructure$13,055,854$5,143,005 â–¼-28.3%32,0572.1%ConstructionKINIKSA PHARMACEUTICALS INTL P$12,002,736$81,711 â–¼-0.7%249,2781.9%COMLGNDLigand Pharmaceuticals$11,671,539$311,454 â–¼-2.6%58,4601.8%MedicalDRSLeonardo DRS$11,639,932$204,436 â–²1.8%261,4541.8%AerospaceKTOSKratos Defense & Security Solutions$11,200,090$2,210,488 â–¼-16.5%158,8441.8%AerospaceGLOBALSTAR INC$11,003,469$114,508 â–¼-1.0%165,6651.7%COMINSMInsmed$10,248,780$41,371 â–²0.4%62,6761.6%MedicalGHMGraham$10,124,962$978,371 â–¼-8.8%128,2941.6%IndustrialsMIRMMirum Pharmaceuticals$10,008,264$274,553 â–¼-2.7%108,3381.6%MedicalCECOCECO Environmental$9,368,717$166,169 â–²1.8%157,2461.5%IndustrialsHCIHCI Group$8,910,793$243,511 â–¼-2.7%57,6341.4%FinanceAGXArgan$8,767,776$6,279,815 â–¼-41.7%16,0981.4%ConstructionAAPLApple$8,268,478$580,672 â–¼-6.6%32,5801.3%Computer and TechnologyBWAYBrainsway$8,220,569$4,178,017 â–²103.4%618,5531.3%MedicalAEMAgnico Eagle Mines$7,843,756$279,909 â–¼-3.4%38,6431.2%Basic MaterialsAMSCAmerican Superconductor$7,702,838$419,875 â–²5.8%227,5581.2%Computer and TechnologyAMPXAmprius Technologies$7,510,135$1,202,523 â–¼-13.8%445,4411.2%Business ServicesGE VERNOVA INC$7,261,655$247,904 â–¼-3.3%8,3191.1%COMPRIMORIS SVCS CORP$6,891,238$401,084 â–¼-5.5%48,1771.1%COMADPTAdaptive Biotechnologies$6,848,434$1,815,698 â–¼-21.0%493,4031.1%MedicalTTITetra Technologies$6,595,323$116,775 â–²1.8%774,0991.0%EnergyGSThe Goldman Sachs Group$6,392,300$933,127 â–¼-12.7%7,5561.0%FinanceWLDNWilldan Group$5,994,036$104,964 â–²1.8%78,2920.9%Business ServicesCOHUCohu$5,875,519$102,638 â–²1.8%191,8850.9%Computer and TechnologyMSFTMicrosoft$5,845,354$674,450 â–¼-10.3%15,7910.9%Computer and TechnologyMIRMirion Technologies$5,746,355$107,041 â–²1.9%309,1100.9%Business ServicesAMZNAmazon.com$5,666,610$338,439 â–¼-5.6%27,2080.9%Retail/WholesaleOIIOceaneering International$5,617,526$104,282 â–²1.9%158,3740.9%EnergyWMSAdvanced Drainage Systems$5,563,227$310,737 â–¼-5.3%40,5690.9%ConstructionBIOVENTUS INC$5,507,746$1,966,347 â–²55.5%603,2580.9%COMMAMAMama's Creations$5,241,018$92,546 â–²1.8%341,6570.8%Consumer StaplesBWXTBWX Technologies$5,225,742$345,997 â–¼-6.2%25,5550.8%AerospacePATKPatrick Industries$5,134,544$31,877 â–²0.6%46,2280.8%ConstructionLYTSLSI Industries$5,097,925$89,912 â–²1.8%274,0820.8%ConstructionORNOrion Group$5,033,315$130,920 â–²2.7%461,7720.8%ConstructionNVCRNovoCure$4,930,833$4,930,833 â–²New Holding452,3700.8%MedicalTVTXTravere Therapeutics$4,804,256$89,011 â–²1.9%161,7050.8%MedicalAIPArteris$4,772,844$84,699 â–²1.8%290,3190.8%Computer and TechnologyAVPTAvePoint$4,740,564$90,649 â–¼-1.9%498,4820.8%Computer and TechnologyASMLASML$4,696,871$330,207 â–¼-6.6%3,5560.7%Computer and TechnologySNDXSyndax Pharmaceuticals$4,648,290$4,648,290 â–²New Holding198,9850.7%MedicalCXDOCrexendo$4,584,224$80,883 â–²1.8%742,9860.7%Computer and TechnologyEVERUS CONSTR GROUP$4,497,850$83,350 â–²1.9%38,0980.7%COMXERSXeris Biopharma$4,337,060$76,775 â–²1.8%747,7690.7%MedicalGMEDGlobus Medical$4,308,345$121,055 â–¼-2.7%50,0040.7%MedicalAMBAAmbarella$4,240,871$74,948 â–¼-1.7%82,3870.7%Computer and TechnologyEXZEO GROUP INC$4,226,588$43,497 â–¼-1.0%288,1110.7%COMFEIMFrequency Electronics$4,117,331$72,852 â–²1.8%93,0260.7%Computer and TechnologyJAZZJazz Pharmaceuticals$4,117,131$267,884 â–¼-6.1%21,7780.7%MedicalPKEPark Aerospace$4,104,070$72,420 â–²1.8%149,8930.6%AerospaceMGMistras Group$3,969,420$3,969,420 â–²New Holding268,5670.6%Computer and TechnologySMTCSemtech$3,894,017$72,046 â–²1.9%50,6440.6%Computer and TechnologyINTELLICHECK MOBILISA INC$3,759,516$1,509,484 â–²67.1%537,8420.6%COMMITKMitek Systems$3,720,627$3,720,627 â–²New Holding275,6020.6%Computer and TechnologyMRVLMarvell Technology$3,585,907$3,585,907 â–²New Holding36,2030.6%Computer and TechnologyDAKTDaktronics$3,559,781$62,755 â–²1.8%182,0860.6%ManufacturingAGIOAgios Pharmaceuticals$3,490,478$3,490,478 â–²New Holding103,1770.6%MedicalAMERANT BANCORP INC$3,456,269$60,125 â–²1.8%156,8180.5%COMSOPHSOPHiA GENETICS$3,429,405$3,429,405 â–²New Holding692,8090.5%MedicalBLACKSKY TECHNOLOGY INC$3,424,377$60,585 â–²1.8%136,1040.5%COMGFFGriffon$3,421,484$63,668 â–²1.9%47,0760.5%Multi-Sector ConglomeratesARQTArcutis Biotherapeutics$3,391,085$62,740 â–²1.9%143,9340.5%MedicalOUSTOuster$3,390,826$59,868 â–²1.8%184,5850.5%Computer and TechnologyEVEREverQuote$3,347,297$221,262 â–¼-6.2%217,0750.5%FinanceBKRBaker Hughes$3,338,336$244,810 â–¼-6.8%54,6820.5%EnergyDIODDiodes$3,335,798$3,335,798 â–²New Holding48,8690.5%Computer and TechnologyCRMSalesforce$3,332,806$228,857 â–¼-6.4%17,8540.5%Computer and TechnologyOCULOcular Therapeutix$3,326,321$58,384 â–²1.8%392,7180.5%MedicalAPYXApyx Medical$3,326,159$3,326,159 â–²New Holding901,3980.5%MedicalLQDTLiquidity Services$3,301,682$58,572 â–²1.8%108,0040.5%Business ServicesBGC GROUP INC$3,293,718$61,340 â–²1.9%336,7810.5%COMDLTRDollar Tree$3,243,029$236,870 â–¼-6.8%29,6140.5%Retail/WholesaleCONCENTRA GROUP HOLDINGS PAREN$3,209,456$236,379 â–¼-6.9%149,6250.5%COMPEGAPegasystems$3,168,379$211,906 â–¼-6.3%74,4450.5%Computer and TechnologyGWREGuidewire Software$3,163,643$203,551 â–¼-6.0%21,1530.5%Computer and TechnologyRSKDRiskified$3,147,885$3,147,885 â–²New Holding803,0320.5%Computer and TechnologyTHRMGentherm$3,142,974$58,366 â–²1.9%113,1380.5%Auto/Tires/TrucksCMCOColumbus McKinnon$3,076,103$54,008 â–²1.8%211,7070.5%IndustrialsDCBODocebo$3,011,251$1,246,729 â–²70.7%172,3670.5%Computer and TechnologyMASS908 Devices$3,006,273$52,675 â–²1.8%491,2210.5%MedicalVREXVarex Imaging$2,966,036$55,299 â–²1.9%279,5510.5%MedicalLQDALiquidia$2,950,174$2,950,174 â–²New Holding78,1710.5%MedicalSTXSStereotaxis$2,925,786$51,671 â–²1.8%1,590,1010.5%MedicalJOUTJohnson Outdoors$2,923,805$2,923,805 â–²New Holding62,8640.5%Consumer DiscretionaryNPCENeuroPace$2,863,255$50,575 â–²1.8%217,7380.5%MedicalRAILFreightcar America$2,808,174$49,406 â–²1.8%352,3430.4%TransportationINFUSYSTEM HLDGS INC$2,762,834$48,688 â–²1.8%299,3320.4%COMAXSMAxsome Therapeutics$2,759,759$177,978 â–¼-6.1%16,3280.4%MedicalARLOArlo Technologies$2,739,332$51,015 â–²1.9%192,5040.4%Computer and TechnologyINVEIdentiv$2,725,450$47,815 â–²1.8%736,6080.4%Computer and TechnologySIBNSiBone$2,683,723$47,565 â–²1.8%212,4880.4%MedicalTRMBTrimble$2,672,082$172,468 â–¼-6.1%40,9640.4%IndustrialsEVREvercore$2,668,381$50,747 â–²1.9%8,9390.4%FinanceXPROExpro Group$2,616,984$48,678 â–²1.9%150,3150.4%EnergyCCLDCareCloud$2,547,101$47,202 â–²1.9%697,8360.4%MedicalMTDRMatador Resources$2,527,074$50,670 â–²2.0%39,9980.4%EnergyNOVTNovanta$2,445,231$43,228 â–²1.8%20,7030.4%Computer and TechnologyONTERRIS INC$2,440,144$42,904 â–²1.8%111,4730.4%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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