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Amh Equity Ltd

Portfolio Manager
Amh Equity Ltd
Performance
+8.56% (2025 Q3)
AUM (13F)
$79.75M
# of Holdings
53
Performance Rank
Allocation (Top 20)
72.25%

Amh Equity Ltd Holdings Map

Top 50 Amh Equity Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LPTH
LIGHTPATH TECHNOLOGIES INC
12.93%1.30M$10.3M
-37.48%(-779.29K)
2024-Q3: 2.95M shares2024-Q4: 2.84M shares2025-Q1: 2.28M shares2025-Q2: 2.08M shares2025-Q3: 1.30M shares
$1.53(+490.52%)
2025-09-30
AIOT
POWERFLEET INC
5.91%900.0K$4.7M
-9.91%(-99.00K)
2024-Q3: 1.17M shares2024-Q4: 1.17M shares2025-Q1: 1.10M shares2025-Q2: 999.0K shares2025-Q3: 900.0K shares
$4.10(+32.37%)
2025-09-30
TWIN
TWIN DISC INC
5.77%330.1K$4.6M
-28.86%(-133.91K)
2024-Q3: 736.6K shares2024-Q4: 713.7K shares2025-Q1: 530.1K shares2025-Q2: 464.0K shares2025-Q3: 330.1K shares
$11.99(+41.74%)
2025-09-30
DOCN
DIGITALOCEAN HLDGS INC
4.71%110.0K$3.8M
+10.00%(+10.00K)
2025-Q1: 95.4K shares2025-Q2: 100.0K shares2025-Q3: 110.0K shares
$32.94(+50.34%)
2025-09-30
UEIC
UNIVERSAL ELECTRS INC
4.67%800.0K$3.7M
+10.92%(+78.73K)
2024-Q3: 800.0K shares2024-Q4: 800.0K shares2025-Q1: 768.1K shares2025-Q2: 721.3K shares2025-Q3: 800.0K shares
$9.23(-66.19%)
2025-09-30
IDCC
INTERDIGITAL INC
4.33%10.0K$3.5M
-23.08%(-3.00K)
2025-Q1: 11.0K shares2025-Q2: 13.0K shares2025-Q3: 10.0K shares
$203.22(+62.72%)
2025-09-30
MYGN
MYRIAD GENETICS INC
3.63%400.0K$2.9M
+33.33%(+100.00K)
2025-Q2: 300.0K shares2025-Q3: 400.0K shares
$13.64(-52.51%)
2025-09-30
DCO
DUCOMMUN INC DEL
3.62%30.0K$2.9M
-9.09%(-3.00K)
2025-Q1: 27.0K shares2025-Q2: 33.0K shares2025-Q3: 30.0K shares
$55.06(+75.19%)
2025-09-30
PRPO
PRECIPIO INC
2.92%131.1K$2.3M
+370.06%(+103.21K)
2025-Q1: 38.3K shares2025-Q2: 27.9K shares2025-Q3: 131.1K shares
$14.34(+65.72%)
2025-09-30
BW
BABCOCK & WILCOX ENTERPRISES
2.56%704.1K$2.0Mnew2025-Q3: 704.1K shares
$2.15(+143.70%)
2025-09-30

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