G2 Investment Partners Management as of June 30, 2025
Portfolio Holdings for G2 Investment Partners Management
G2 Investment Partners Management holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dave Class A Com New (DAVE) | 6.9 | $31M | 117k | 268.41 | |
| Sezzle (SEZL) | 6.0 | $27M | 152k | 179.25 | |
| Celestica (CLS) | 4.8 | $22M | 142k | 156.11 | |
| Gambling Com Group Ordinary Shares (GAMB) | 4.7 | $21M | 1.8M | 11.89 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 3.6 | $17M | 4.7M | 3.57 | |
| Calix (CALX) | 3.6 | $16M | 307k | 53.19 | |
| Life360 (LIF) | 3.4 | $16M | 241k | 65.25 | |
| Porch Group (PRCH) | 3.2 | $15M | 1.2M | 11.79 | |
| Allot SHS (ALLT) | 3.1 | $14M | 1.7M | 8.55 | |
| Opera Sponsored Ads (OPRA) | 2.9 | $13M | 700k | 18.90 | |
| Astera Labs (ALAB) | 2.6 | $12M | 134k | 90.42 | |
| Sterling Construction Company (STRL) | 2.5 | $12M | 50k | 230.73 | |
| Tree (TREE) | 2.5 | $11M | 306k | 37.07 | |
| Cyberark Software SHS (CYBR) | 2.5 | $11M | 28k | 406.88 | |
| Oddity Tech Shs Cl A (ODD) | 2.3 | $11M | 139k | 75.47 | |
| Sitime Corp (SITM) | 2.2 | $10M | 48k | 213.08 | |
| M/a (MTSI) | 2.2 | $10M | 70k | 143.29 | |
| Clearfield (CLFD) | 2.2 | $10M | 231k | 43.41 | |
| DV (DV) | 2.0 | $9.0M | 602k | 14.97 | |
| Modine Manufacturing (MOD) | 1.9 | $8.5M | 87k | 98.50 | |
| Digital Turbine Com New (APPS) | 1.8 | $8.3M | 1.4M | 5.90 | |
| Genius Sports Shares Cl A (GENI) | 1.8 | $8.3M | 800k | 10.40 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.8 | $8.0M | 116k | 69.14 | |
| Universal Technical Institute (UTI) | 1.7 | $8.0M | 235k | 33.89 | |
| LSI Industries (LYTS) | 1.7 | $7.8M | 459k | 17.01 | |
| Everquote Com Cl A (EVER) | 1.7 | $7.7M | 320k | 24.18 | |
| Graham Corporation (GHM) | 1.7 | $7.7M | 155k | 49.51 | |
| Root Cl A New (ROOT) | 1.7 | $7.7M | 60k | 127.97 | |
| TTM Technologies (TTMI) | 1.7 | $7.6M | 185k | 40.82 | |
| MNTN Cl A (MNTN) | 1.5 | $7.0M | 320k | 21.87 | |
| Pagaya Technologies Cl A New (PGY) | 1.2 | $5.4M | 253k | 21.32 | |
| Remitly Global (RELY) | 1.1 | $5.1M | 270k | 18.77 | |
| Tower Semiconductor Shs New (TSEM) | 1.1 | $5.0M | 115k | 43.35 | |
| Rush Street Interactive (RSI) | 1.0 | $4.7M | 313k | 14.90 | |
| Allegro Microsystems Ord (ALGM) | 1.0 | $4.4M | 130k | 34.19 | |
| Upstart Hldgs (UPST) | 1.0 | $4.4M | 68k | 64.68 | |
| The Real Brokerage Com New (REAX) | 0.9 | $4.1M | 915k | 4.51 | |
| Jfrog Ord Shs (FROG) | 0.9 | $4.0M | 91k | 43.88 | |
| CECO Environmental (CECO) | 0.7 | $3.4M | 120k | 28.31 | |
| Alkami Technology (ALKT) | 0.7 | $3.3M | 110k | 30.14 | |
| Amplitude Com Cl A (AMPL) | 0.7 | $3.2M | 262k | 12.40 | |
| Camtek Ord (CAMT) | 0.7 | $3.0M | 36k | 84.56 | |
| Arteris (AIP) | 0.6 | $2.8M | 292k | 9.53 | |
| Nexxen Intl Shs New (NEXN) | 0.6 | $2.7M | 260k | 10.41 | |
| Turning Pt Brands (TPB) | 0.6 | $2.7M | 35k | 75.77 | |
| Silicon Laboratories (SLAB) | 0.6 | $2.7M | 18k | 147.36 | |
| Cognyte Software Ord Shs (CGNT) | 0.5 | $2.5M | 266k | 9.24 | |
| Circle Internet Group Com Cl A (CRCL) | 0.5 | $2.2M | 12k | 181.29 | |
| Arlo Technologies (ARLO) | 0.5 | $2.2M | 130k | 16.96 | |
| M-tron Inds (MPTI) | 0.5 | $2.2M | 51k | 42.00 | |
| Trivago N V Spon Ads A Shs N (TRVG) | 0.4 | $2.0M | 527k | 3.77 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.4 | $1.9M | 55k | 34.51 | |
| Hippo Hldgs Com New (HIPO) | 0.4 | $1.7M | 60k | 27.93 | |
| Phibro Animal Health Corp Cl A Com (PAHC) | 0.3 | $1.4M | 55k | 25.54 | |
| Kornit Digital SHS (KRNT) | 0.3 | $1.2M | 59k | 19.91 | |
| Q2 Holdings (QTWO) | 0.2 | $992k | 11k | 93.59 | |
| Npk International Com Shs (NPKI) | 0.2 | $938k | 110k | 8.51 | |
| Hinge Health Cl A (HNGE) | 0.2 | $776k | 15k | 51.75 | |
| Selectquote Ord (SLQT) | 0.1 | $306k | 128k | 2.38 | |
| M-tron Inds *w Exp 04/25/202 (MPTI.WS) | 0.0 | $31k | 30k | 1.04 |
