G2 Investment Partners Management as of June 30, 2024
Portfolio Holdings for G2 Investment Partners Management
G2 Investment Partners Management holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celestica (CLS) | 5.6 | $22M | 375k | 57.33 | |
| Camtek Ord (CAMT) | 4.5 | $18M | 140k | 125.24 | |
| Super Micro Computer | 4.1 | $16M | 19k | 819.35 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.5 | $14M | 167k | 80.99 | |
| Moneylion Cl A (ML) | 3.3 | $13M | 173k | 73.54 | |
| Modine Manufacturing (MOD) | 3.3 | $13M | 126k | 100.19 | |
| M/a (MTSI) | 3.1 | $12M | 106k | 111.47 | |
| Cyberark Software SHS (CYBR) | 2.8 | $11M | 40k | 273.42 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 2.7 | $10M | 1.6M | 6.43 | |
| Wix SHS (WIX) | 2.6 | $10M | 64k | 159.07 | |
| Varonis Sys (VRNS) | 2.5 | $9.7M | 203k | 47.97 | |
| Rush Street Interactive (RSI) | 2.5 | $9.6M | 1.0M | 9.59 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 2.4 | $9.3M | 879k | 10.56 | |
| CommVault Systems (CVLT) | 2.3 | $9.0M | 74k | 121.57 | |
| Vertex Cl A (VERX) | 2.2 | $8.6M | 239k | 36.05 | |
| Q2 Holdings (QTWO) | 2.2 | $8.5M | 141k | 60.33 | |
| Sezzle (SEZL) | 2.2 | $8.4M | 96k | 88.22 | |
| Impinj (PI) | 2.1 | $8.0M | 51k | 156.77 | |
| Opera Sponsored Ads (OPRA) | 1.9 | $7.3M | 522k | 14.04 | |
| Informatica Com Cl A (INFA) | 1.9 | $7.2M | 233k | 30.88 | |
| TTM Technologies (TTMI) | 1.7 | $6.7M | 346k | 19.43 | |
| Tree (TREE) | 1.7 | $6.7M | 161k | 41.59 | |
| Gambling Com Group Ordinary Shares (GAMB) | 1.7 | $6.7M | 812k | 8.22 | |
| Semrush Hldgs Cl A Com (SEMR) | 1.7 | $6.5M | 484k | 13.39 | |
| Sterling Construction Company (STRL) | 1.7 | $6.4M | 54k | 118.34 | |
| PROS Holdings (PRO) | 1.7 | $6.4M | 223k | 28.65 | |
| LSI Industries (LYTS) | 1.6 | $6.3M | 435k | 14.47 | |
| The Real Brokerage Com New (REAX) | 1.4 | $5.6M | 1.4M | 4.06 | |
| Ies Hldgs (IESC) | 1.4 | $5.4M | 39k | 139.33 | |
| Cimpress Shs Euro (CMPR) | 1.2 | $4.8M | 55k | 87.61 | |
| Couchbase | 1.2 | $4.8M | 263k | 18.26 | |
| Aspen Aerogels (ASPN) | 1.2 | $4.7M | 199k | 23.85 | |
| Talkspace (TALK) | 1.2 | $4.6M | 2.0M | 2.30 | |
| Geospace Technologies (GEOS) | 1.0 | $4.0M | 443k | 8.98 | |
| Optimizerx Corp Com New (OPRX) | 1.0 | $3.9M | 392k | 10.00 | |
| Calix Call Option (CALX) | 1.0 | $3.7M | 106k | 35.43 | |
| Dave Class A Com New (DAVE) | 0.9 | $3.7M | 121k | 30.30 | |
| Veeco Instruments (VECO) | 0.9 | $3.6M | 76k | 46.71 | |
| Matterport Com Cl A | 0.9 | $3.5M | 794k | 4.47 | |
| Taboola.com Ord Shs (TBLA) | 0.9 | $3.5M | 1.0M | 3.44 | |
| Aviat Networks Com New (AVNW) | 0.9 | $3.4M | 120k | 28.69 | |
| Reddit Cl A (RDDT) | 0.9 | $3.4M | 53k | 63.89 | |
| Strategic Education (STRA) | 0.9 | $3.3M | 30k | 110.66 | |
| Viant Technology Com Cl A (DSP) | 0.9 | $3.3M | 336k | 9.87 | |
| Bowman Consulting Group (BWMN) | 0.7 | $2.9M | 90k | 31.79 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.7 | $2.8M | 1.1M | 2.55 | |
| Axon Enterprise (AXON) | 0.7 | $2.8M | 9.5k | 294.24 | |
| Graham Corporation (GHM) | 0.7 | $2.7M | 96k | 28.16 | |
| Clearfield (CLFD) | 0.7 | $2.5M | 66k | 38.56 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.6 | $2.4M | 120k | 20.19 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.6 | $2.4M | 200k | 11.95 | |
| Cognyte Software Ord Shs (CGNT) | 0.6 | $2.4M | 312k | 7.64 | |
| Five9 (FIVN) | 0.6 | $2.3M | 52k | 44.10 | |
| Kornit Digital SHS (KRNT) | 0.6 | $2.2M | 152k | 14.64 | |
| Liveramp Holdings (RAMP) | 0.6 | $2.2M | 70k | 30.94 | |
| Cognex Corporation (CGNX) | 0.6 | $2.1M | 46k | 46.76 | |
| Matrix Service Company (MTRX) | 0.5 | $2.1M | 212k | 9.93 | |
| Lifemd (LFMD) | 0.5 | $2.1M | 305k | 6.86 | |
| Magnite Ord (MGNI) | 0.5 | $1.8M | 134k | 13.29 | |
| Blend Labs Cl A (BLND) | 0.4 | $1.7M | 700k | 2.36 | |
| Everquote Com Cl A (EVER) | 0.4 | $1.6M | 79k | 20.86 | |
| Digimarc Corporation (DMRC) | 0.4 | $1.5M | 48k | 31.01 | |
| Soundhound Ai Class A Com (SOUN) | 0.3 | $1.2M | 313k | 3.95 | |
| Neuronetics (STIM) | 0.3 | $1.2M | 682k | 1.80 | |
| Webtoon Entmt (WBTN) | 0.3 | $1.1M | 50k | 22.83 | |
| Weave Communications (WEAV) | 0.2 | $947k | 105k | 9.02 | |
| Universal Technical Institute (UTI) | 0.2 | $944k | 60k | 15.73 | |
| Orion Marine (ORN) | 0.2 | $788k | 83k | 9.51 | |
| Augmedix (AUGX) | 0.2 | $722k | 820k | 0.88 | |
| Ibotta Class A Com Shs (IBTA) | 0.1 | $522k | 6.9k | 75.16 | |
| Lincoln Educational Services Corporation (LINC) | 0.1 | $466k | 39k | 11.86 |