S Squared Technology as of Sept. 30, 2019
Portfolio Holdings for S Squared Technology
S Squared Technology holds 35 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Kratos Defense & Security Solutions (KTOS) | 8.2 | $9.3M | 498k | 18.60 | |
Digital Turbine (APPS) | 7.7 | $8.8M | 1.4M | 6.45 | |
M/a (MTSI) | 5.0 | $5.6M | 263k | 21.49 | |
Vicor Corporation (VICR) | 4.5 | $5.2M | 175k | 29.52 | |
2060000 Power Solutions International (PSIX) | 4.4 | $5.0M | 690k | 7.30 | |
Virtusa Corporation | 4.0 | $4.5M | 125k | 36.02 | |
Telaria | 4.0 | $4.5M | 649k | 6.91 | |
Chegg (CHGG) | 3.7 | $4.2M | 141k | 29.95 | |
Mitek Systems (MITK) | 3.7 | $4.2M | 433k | 9.65 | |
Inphi Corporation | 3.6 | $4.1M | 68k | 61.04 | |
Criteo Sa Ads (CRTO) | 3.3 | $3.7M | 200k | 18.69 | |
Ichor Holdings (ICHR) | 3.1 | $3.6M | 148k | 24.18 | |
Varonis Sys (VRNS) | 2.9 | $3.3M | 55k | 59.78 | |
Mobileiron | 2.6 | $3.0M | 454k | 6.55 | |
USA Technologies | 2.6 | $3.0M | 403k | 7.33 | |
Ii-vi | 2.5 | $2.9M | 82k | 35.21 | |
Nlight (LASR) | 2.5 | $2.9M | 184k | 15.66 | |
Ambarella (AMBA) | 2.5 | $2.8M | 45k | 62.83 | |
Fireeye | 2.3 | $2.6M | 197k | 13.34 | |
Magnachip Semiconductor Corp (MX) | 2.3 | $2.6M | 258k | 10.14 | |
Axcelis Technologies (ACLS) | 2.2 | $2.5M | 148k | 17.09 | |
Allot Communications (ALLT) | 2.2 | $2.5M | 307k | 8.06 | |
Krystal Biotech (KRYS) | 2.1 | $2.3M | 68k | 34.72 | |
Marchex (MCHX) | 2.0 | $2.3M | 743k | 3.14 | |
Gaia (GAIA) | 2.0 | $2.3M | 356k | 6.54 | |
Nanometrics Incorporated | 2.0 | $2.3M | 70k | 32.63 | |
Tree (TREE) | 2.0 | $2.2M | 7.2k | 310.41 | |
Rapid7 (RPD) | 2.0 | $2.2M | 49k | 45.39 | |
MicroStrategy Incorporated (MSTR) | 1.7 | $2.0M | 13k | 148.35 | |
Five9 (FIVN) | 1.6 | $1.8M | 34k | 53.74 | |
TechTarget (TTGT) | 1.6 | $1.8M | 81k | 22.52 | |
GSE Systems | 1.2 | $1.4M | 787k | 1.75 | |
Sharpspring Inc Com equity / small cap | 1.0 | $1.1M | 115k | 9.70 | |
Rubicon Proj | 0.7 | $736k | 85k | 8.70 | |
Veritone (VERI) | 0.1 | $171k | 48k | 3.56 |