StockDriftsStockDriftsTop 50 Oberweis Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRDO | Credo Technology Group | 5.69% | 1.01M | $275.6M | -0.84%(-8.54K) | $66.17(+292.77%) | 2026-06-30 | |
| AAOI | Applied Optoelectronics Inc. | 5.48% | 1.79M | $265.4M | -23.78%(-558.84K) | $26.68(+463.25%) | 2026-06-30 | |
| DOCN | DigitalOcean Holdings, Inc. | 3.02% | 930.0K | $146.0M | +0.27%(+2.50K) | $40.60(+219.10%) | 2026-06-30 | |
| SIMO | Silicon Motion Techn ADR | 2.18% | 316.4K | $105.4M | +11.96%(+33.80K) | $87.52(+207.24%) | 2026-06-30 | |
| UCTT | Ultra Clean Holdings | 1.91% | 647.3K | $92.3M | +1.06%(+6.80K) | $38.81(+118.86%) | 2026-06-30 | |
| SN | SharkNinja, Inc. | 1.87% | 593.5K | $90.4M | -1.08%(-6.47K) | $76.53(+141.87%) | 2026-06-30 | |
| SITM | SiTime Corporation | 1.84% | 119.5K | $89.1M | +0.18%(+220) | $221.83(+220.92%) | 2026-06-30 | |
| BTSG | BrightSpring Health Services | 1.71% | 1.19M | $82.7M | +2.27%(+26.31K) | $26.30(+132.20%) | 2026-06-30 | |
| HNGE | Hinge Health, Inc. | 1.47% | 855.5K | $71.0M | +83.67%(+389.71K) | $50.42(+75.50%) | 2026-06-30 | |
| RMBS | Rambus, Inc | 1.45% | 527.0K | $70.0M | +0.13%(+700) | $53.60(+88.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.20% | +115.69% | +15.52% | +105.68% |
| Top 20 Holdings Unweighted | +26.84% | +104.06% | +13.67% | +89.78% |
Oberweis Asset Management INC reports $4.84B in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are CRDO (5.7%), AAOI (5.5%) and DOCN (3.0%). The top 20 holdings account for 38.37% of reported assets. Its disclosed equity book has returned +115.69% 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 Oberweis Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 937886). View Oberweis Asset Management INC’s 13F filings on SEC