EdgeMarket › What Essex Investment Management Co Llc reported owning
What Essex Investment Management Co Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
631.7MPositions
305Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSEM TOWER SEMICONDUCTOR LTD | 20.3M | 3.2% | 115.9K | 222.59 | +344.7% |
| LINC LINCOLN EDUCATIONAL SERVICES CORP | 14.5M | 2.3% | 355.3K | 25.72 | +31.9% |
| STRL STERLING INFRASTRUCTURE, INC. | 13.1M | 2.1% | 32.1K | 516.81 | +88.0% |
| KNSA Kiniksa Pharmaceuticals International, plc | 12.0M | 1.9% | 249.3K | 79.03 | +138.0% |
| LGND LIGAND PHARMACEUTICALS INC | 11.7M | 1.8% | 58.5K | 286.29 | +84.4% |
| DRS Leonardo DRS, Inc. | 11.6M | 1.8% | 261.5K | 40.70 | -0.9% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 11.2M | 1.8% | 158.8K | 57.17 | -11.0% |
| GSAT Globalstar, Inc. | 11.0M | 1.7% | 165.7K | 82.36 | +230.5% |
| INSM INSMED Inc | 10.2M | 1.6% | 62.7K | 125.77 | -2.8% |
| GHM GRAHAM CORP | 10.1M | 1.6% | 128.3K | 101.49 | +111.4% |
| MIRM Mirum Pharmaceuticals, Inc. | 10.0M | 1.6% | 108.3K | 96.31 | +44.4% |
| CECO CECO ENVIRONMENTAL CORP | 9.4M | 1.5% | 157.2K | 71.52 | +58.2% |
| HCI HCI Group, Inc. | 8.9M | 1.4% | 57.6K | 182.52 | +12.3% |
| AGX ARGAN INC | 8.8M | 1.4% | 16.1K | 501.63 | +132.4% |
| AAPL Apple Inc. | 8.3M | 1.3% | 32.6K | 309.35 | +36.9% |
| BWAY Brainsway Ltd. | 8.2M | 1.3% | 618.6K | 14.74 | +99.6% |
| AEM AGNICO EAGLE MINES LTD | 7.8M | 1.2% | 38.6K | 216.06 | +60.4% |
| AMSC AMERICAN SUPERCONDUCTOR CORP /DE/ | 7.7M | 1.2% | 227.6K | 30.01 | -37.6% |
| AMPX Amprius Technologies, Inc. | 7.5M | 1.2% | 445.4K | 10.34 | +53.4% |
| GEV GE Vernova Inc. | 7.3M | 1.1% | 8.3K | 956.85 | +58.3% |
| PRIM Primoris Services Corp | 6.9M | 1.1% | 48.2K | 77.18 | -30.2% |
| ADPT Adaptive Biotechnologies Corp | 6.8M | 1.1% | 493.4K | 25.99 | +111.4% |
| TTI TETRA TECHNOLOGIES INC | 6.6M | 1.0% | 774.1K | 7.19 | +74.9% |
| GS GOLDMAN SACHS GROUP INC | 6.4M | 1.0% | 7.6K | 1,039.28 | +44.2% |
| WLDN Willdan Group, Inc. | 6.0M | 0.9% | 78.3K | 85.56 | -17.1% |
| COHU COHU INC | 5.9M | 0.9% | 191.9K | 54.37 | +178.4% |
| MSFT MICROSOFT CORP | 5.8M | 0.9% | 15.8K | 483.24 | -4.4% |
| MIR Mirion Technologies, Inc. | 5.7M | 0.9% | 309.1K | 14.82 | -26.8% |
| AMZN AMAZON COM INC | 5.7M | 0.9% | 27.2K | 258.63 | +15.6% |
| OII OCEANEERING INTERNATIONAL INC | 5.6M | 0.9% | 158.4K | 53.00 | +135.1% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 5.6M | 0.9% | 40.6K | 143.73 | +1.4% |
| BVS Bioventus Inc. | 5.5M | 0.9% | 603.3K | 14.38 | +99.4% |
| MAMA Mama's Creations, Inc. | 5.2M | 0.8% | 341.7K | 16.44 | +103.0% |
| BWXT BWX Technologies, Inc. | 5.2M | 0.8% | 25.6K | 156.78 | -4.1% |
| PATK PATRICK INDUSTRIES INC | 5.1M | 0.8% | 46.2K | 83.41 | -25.0% |
| LYTS LSI INDUSTRIES INC | 5.1M | 0.8% | 274.1K | 20.34 | +5.4% |
| ORN Orion Group Holdings Inc | 5.0M | 0.8% | 461.8K | 9.27 | +40.0% |
| NVCR NovoCure Ltd | 4.9M | 0.8% | 452.4K | 17.10 | +45.2% |
| TVTX Travere Therapeutics, Inc. | 4.8M | 0.8% | 161.7K | 65.71 | +265.7% |
| AIP Arteris, Inc. | 4.8M | 0.8% | 290.3K | 23.89 | +166.0% |
| AVPT AvePoint, Inc. | 4.7M | 0.8% | 498.5K | 13.37 | -10.4% |
| ASML ASML HOLDING NV | 4.7M | 0.7% | 3.6K | 1,763.76 | +135.3% |
| SNDX Syndax Pharmaceuticals Inc | 4.6M | 0.7% | 199.0K | 19.65 | +24.8% |
| CXDO Crexendo, Inc. | 4.6M | 0.7% | 743.0K | 6.39 | +7.9% |
| ECG Everus Construction Group, Inc. | 4.5M | 0.7% | 38.1K | 125.96 | +68.4% |
| XERS Xeris Biopharma Holdings, Inc. | 4.3M | 0.7% | 747.8K | 8.70 | +14.9% |
| GMED GLOBUS MEDICAL INC | 4.3M | 0.7% | 50.0K | 86.91 | +43.1% |
| AMBA AMBARELLA INC | 4.2M | 0.7% | 82.4K | 73.73 | +12.4% |
| XZO Exzeo Group, Inc. | 4.2M | 0.7% | 288.1K | 16.87 | — |
| FEIM FREQUENCY ELECTRONICS INC | 4.1M | 0.7% | 93.0K | 61.69 | +128.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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