StockDriftsStockDriftsTop 24 North Run Capital, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIOT | POWERFLEET INC | 16.65% | 2.69M | $7.2M | +13.86%(+328.02K) | — | 2022-12-31 | |
| SQNS | SEQUANS COMMUNICATIONS S A | 9.69% | 1.27M | $4.2M | +3.66%(+44.88K) | — | 2022-12-31 | |
| LNSR | LENSAR INC | 7.45% | 1.10M | $3.2M | +17.32%(+161.90K) | — | 2022-12-31 | |
| VRNS | VARONIS SYS INC | 6.71% | 122.0K | $2.9M | +306.67%(+92.00K) | — | 2022-12-31 | |
| AIRG | AIRGAIN INC | 5.92% | 395.8K | $2.6M | -28.16%(-155.13K) | — | 2022-12-31 | |
| MXCT | MAXCYTE INC | 5.67% | 452.0K | $2.5M | -18.85%(-105.00K) | — | 2022-12-31 | |
| SUMO | SUMO LOGIC INC | 5.67% | 304.5K | $2.5M | +6.65%(+19.00K) | — | 2022-12-31 | |
| SILC | SILICOM LTD | 5.56% | 57.4K | $2.4M | -60.77%(-88.94K) | — | 2022-12-31 | |
| SMWB | SIMILARWEB LTD | 5.54% | 375.0K | $2.4M | new | — | 2022-12-31 | |
| PEGA | PEGASYSTEMS INC | 5.19% | 65.9K | $2.3M | +0.76%(+500) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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