StockDriftsStockDriftsTop 50 Awm Investment Company INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LASR | nLight, Inc. | 5.67% | 939.0K | $65.4M | -8.28%(-84.73K) | $14.88(+253.38%) | 2026-06-30 | |
| VICR | Vicor Corporation | 4.91% | 149.0K | $56.6M | -48.30%(-139.20K) | $53.56(+338.29%) | 2026-06-30 | |
| MASS | 908 Devices, Inc. | 3.68% | 4.88M | $42.5M | -6.16%(-320.15K) | $4.12(+142.98%) | 2026-06-30 | |
| LPTH | LightPath Technologies, Inc. | 3.6% | 2.54M | $41.5M | +24.53%(+499.91K) | $5.46(+177.79%) | 2026-06-30 | |
| AMSC | American Superconductor Corp | 3.43% | 951.6K | $39.5M | +18.71%(+150.00K) | $14.98(+113.11%) | 2026-06-30 | |
| CEVA | CEVA, Inc. | 3.27% | 799.8K | $37.7M | -7.52%(-65.00K) | $23.47(+41.83%) | 2026-06-30 | |
| BFLY | Butterfly Network, Inc. | 3.24% | 4.43M | $37.3M | +0.00%(+0) | $3.10(+185.58%) | 2026-06-30 | |
| DFTX | Definium Therapeutics, Inc. | 3.2% | 784.8K | $36.9M | -27.12%(-292.09K) | $12.59(+238.60%) | 2026-06-30 | |
| AEHR | Aehr Test Systems | 3.12% | 374.8K | $36.0M | -76.49%(-1.22M) | $9.16(+1363.29%) | 2026-06-30 | |
| KOPN | Kopin Corporation | 3.12% | 8.02M | $35.9M | -32.08%(-3.79M) | $1.33(+314.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.85% | +139.78% | +12.85% | +83.05% |
| Top 20 Holdings Unweighted | +35.32% | +147.81% | +12.43% | +79.61% |
Awm Investment Company INC reports $1.15B in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are LASR (5.7%), VICR (4.9%) and MASS (3.7%). The top 20 holdings account for 57.45% of reported assets. Its disclosed equity book has returned +139.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Awm Investment Company INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535264). View Awm Investment Company INC’s 13F filings on SEC