G2 Investment Partners Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$406.1M
Q ending 2026-03-31
Prior quarter
$420.7M
Q ending 2025-12-31
Change
-3.5% QoQ · +32.4% YoY
Positions
71
reported holdings
Largest positions
All 71 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dave Inc | DAVE | Shares | $20.9M | 120K |
| Viavi Solutions Inc | VIAV | Shares | $19.1M | 574K |
| Advanced Energy Inds | AEIS | Shares | $18.9M | 58K |
| Dycom Inds Inc | DY | Shares | $15.5M | 46K |
| Modine Mfg Co | MOD | Shares | $15.1M | 70K |
| Xometry Inc | XMTR | Shares | $14.9M | 366K |
| Ttm Technologies Inc | TTMI | Shares | $12.3M | 126K |
| Ultra Clean Hldgs Inc | UCTT | Shares | $11.3M | 181K |
| Sezzle Inc | SEZL | Shares | $10.6M | 167K |
| Sterling Infrastructure Inc | STRL | Shares | $10.4M | 26K |
| Tower Semiconductor Ltd | Shares | $10.3M | 59K | |
| Arteris Inc | AIP | Shares | $10.2M | 623K |
| Novanta Inc | NOVT | Shares | $10.2M | 86K |
| Ranpak Holdings Corp | PACK | Shares | $10.1M | 2.8M |
| Celestica Inc | CLS | Shares | $9.7M | 34K |
| V2X Inc | VVX | Shares | $8.9M | 130K |
| Fastly Inc | FSLY | Shares | $8.4M | 290K |
| Vishay Precision Group Inc | VPG | Shares | $8.1M | 187K |
| Lsi Inds Inc Ohio | LYTS | Shares | $8.0M | 430K |
| Calix Inc | CALX | Shares | $7.9M | 161K |
| Lendingtree Inc | TREE | Shares | $7.5M | 175K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $7.3M | 33K |
| Mitek Sys Inc | MITK | Shares | $6.7M | 499K |
| Allegro Microsystems Inc | ALGM | Shares | $6.6M | 209K |
| Aar Corp | AIR | Shares | $6.5M | 59K |
| Ibex Ltd | Shares | $5.6M | 210K | |
| Pattern Group Inc | PTRN | Shares | $5.6M | 449K |
| Sitime Corp | SITM | Shares | $5.3M | 15K |
| Accelerant Holdings | Shares | $5.0M | 373K | |
| Frequency Electrs Inc | FEIM | Shares | $5.0M | 112K |
| Chime Finl Inc | CHYM | Shares | $4.9M | 260K |
| Allot Ltd | Shares | $4.6M | 697K | |
| Ringcentral Inc | RNG | Shares | $4.5M | 120K |
| Terawulf Inc | WULF | Shares | $4.2M | 289K |
| Arlo Technologies Inc | ARLO | Shares | $4.0M | 282K |
| Cardinal Infrastructure Grou | CDNL | Shares | $3.9M | 98K |
| Evolv Technologies Hldngs In | EVLV | Shares | $3.8M | 624K |
| Cloudflare Inc | NET | Shares | $3.6M | 17K |
| Semtech Corp | SMTC | Shares | $3.5M | 45K |
| The Realreal Inc | REAL | Shares | $3.3M | 363K |
| Rank One Computing Corp | ROC | Shares | $3.1M | 449K |
| Remitly Global Inc | RELY | Shares | $3.1M | 199K |
| Legence Corp | LGN | Shares | $3.1M | 55K |
| Jfrog Ltd | Shares | $3.1M | 65K | |
| Viant Technology Inc | DSP | Shares | $2.9M | 256K |
| Knowles Corp | KN | Shares | $2.8M | 111K |
| Allient Inc | ALNT | Shares | $2.7M | 46K |
| Hut 8 Corp | HUT | Shares | $2.7M | 58K |
| Vishay Intertechnology Inc | VSH | Shares | $2.6M | 147K |
| Porch Group Inc | PRCH | Shares | $2.6M | 360K |
| 1Stdibs Com Inc | DIBS | Shares | $2.5M | 450K |
| Park Aerospace Corp | PKE | Shares | $2.5M | 90K |
| Ducommun Inc Del | DCO | Shares | $2.4M | 20K |
| Diodes Inc | DIOD | Shares | $2.4M | 35K |
| Willdan Group Inc | WLDN | Shares | $2.4M | 31K |
| Astera Labs Inc | ALAB | Shares | $2.4M | 22K |
| Figure Technology Solutio | FIGR | Shares | $2.3M | 69K |
| Digital Turbine Inc | APPS | Shares | $2.3M | 800K |
| Miami Intl Hldgs Inc | MIAX | Shares | $2.0M | 53K |
| Amplitude Inc | AMPL | Shares | $1.8M | 270K |
| Camtek Ltd | Shares | $1.8M | 12K | |
| Genius Sports Limited | Shares | $1.8M | 400K | |
| Navan Inc | NAVN | Shares | $1.5M | 115K |
| Affirm Hldgs Inc | AFRM | Shares | $1.5M | 32K |
| Upwork Inc | UPWK | Shares | $1.3M | 120K |
| Onto Innovation Inc | ONTO | Shares | $1.2M | 6K |
| Kornit Digital Ltd | Shares | $953K | 65K | |
| Aehr Test Sys | AEHR | Shares | $927K | 25K |
| Ibotta Inc | IBTA | Shares | $450K | 15K |
| Cellebrite Di Ltd | Shares | $413K | 30K | |
| Gambling Com Group Limited | Shares | $388K | 100K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.