NANO CAP NEW MILLENNIUM GROWTH FUND L P
Sector Allocation
- Technology59.1%$76.9M
- Healthcare22.8%$29.6M
- Other8.1%$10.5M
- Industrials3.7%$4.8M
- Consumer Discretionary3.4%$4.4M
- Consumer Staples1.3%$1.6M
- Materials0.9%$1.2M
- Real Estate0.6%$754,110
- Financials0.2%$262,900
AUM History
13fpro.ai/research/fund/nano-cap-new-millennium-growth-fund-l-p-1277890
Conviction and streaks
Concentrating · top 10 = 28.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SILC
$8.9MSPT
$4.6MSMWB
$4.0M- KraneShares$3.3M
THRM
$3.2MXGN
$3.1MOOMA
$3.0MU
$2.9MTOST
$2.3MGDRX
$2.1MPSNL
$2.1MTBLA
$2.1MBAND
$2.1MGRVY
$2.0MEGHT
$1.9MDSP
$1.9MLTRX
$1.8MZS
$1.7MTTWO
$1.7MCERT
$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nano-cap-new-millennium-growth-fund-l-p-1277890
NANO CAP NEW MILLENNIUM GROWTH FUND L P 13F holdings — Q2 2026
$130.0M portfolio (+21.6% QoQ) · 135 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$8.9M
6.9% of stocks
-2%This quarter-19.0%Since filed3+ qtrsHeld$4.6M
3.6% of stocks
+15%This quarter+29.0%Since filed3+ qtrsHeldAIQuality46.8#1,820Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$4.0M
3.1% of stocks
+67%This quarter+0.5%Since filed3+ qtrsHeld- 4
KraneShares CSI China Internet Fund - SHARES
$3.3M
2.5% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— $3.2M
2.5% of stocks
-5%This quarter-35.0%Since filed3+ qtrsHeld$3.1M
2.4% of stocks
+15%This quarter+12.2%Since filed3+ qtrsHeldAIQuality28.0#2,540Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.0M
2.3% of stocks
-8%This quarter-4.2%Since filed3+ qtrsHeld$2.9M
2.2% of stocks
-14%This quarter-12.8%Since filed3+ qtrsHeld$2.3M
1.8% of stocks
+24%This quarter-7.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$2.1M
1.6% of stocks
No changeThis quarter-4.6%Since filed3+ qtrsHeld
All holdings — NANO CAP NEW MILLENNIUM GROWTH FUND L P (Q2 2026)
135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Personalis, Inc. | Healthcare | $2.1M | 1.6% | 158K | -33% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Taboola.com Ltd. | Technology | $2.1M | 1.6% | 420K | -18% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Bandwidth Inc. | Technology | $2.1M | 1.6% | 33K | -75% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GRAVITY Co., Ltd.adr | Technology | $2.0M | 1.6% | 30K | +20% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | 8X8 INC /DE/ | Technology | $1.9M | 1.5% | 1.13M | +125% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Viant Technology Inc. | Technology | $1.9M | 1.5% | 150K | +62% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LANTRONIX INC | Technology | $1.8M | 1.4% | 305K | +11% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Zscaler, Inc. | Technology | $1.7M | 1.3% | 12K | +23% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.7M | 1.3% | 6,750 | -4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Certara, Inc. | Technology | $1.6M | 1.3% | 250K | +49% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SI-BONE, Inc. | Healthcare | $1.6M | 1.3% | 100K | +21% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | InMode Ltd. | Healthcare | $1.6M | 1.2% | 110K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Mobileye Global Inc. | Technology | $1.5M | 1.2% | 160K | +121% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MAGNITE, INC. | Technology | $1.5M | 1.2% | 82K | +16% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HUBSPOT INC | Technology | $1.5M | 1.2% | 8,250 | +38% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CRM | Salesforce, Inc. | Technology | $1.5M | 1.1% | 9,500 | New | |||
| 27 | $TDOC | Teladoc Health, Inc. | Healthcare | $1.5M | 1.1% | 175K | — | |||
| 28 | $MXCT | MAXCYTE, INC. | Healthcare | $1.5M | 1.1% | 1.20M | +20% | |||
| 29 | $BIO | BIO-RAD LABORATORIES, INC. | Healthcare | $1.5M | 1.1% | 5,000 | +11% | |||
| 30 | $RDCM | RADCOM LTD | Technology | $1.4M | 1.1% | 100K | -2% | |||
| 31 | $AIRG | AIRGAIN INC | Technology | $1.4M | 1.1% | 223K | -11% | |||
| 32 | $SHAK | Shake Shack Inc. | Consumer Discretionary | $1.4M | 1.1% | 25K | +85% | |||
| 33 | $SEER | Seer, Inc. | Healthcare | $1.4M | 1.1% | 825K | — | |||
| 34 | $CMRC | Commerce.com, Inc. | Technology | $1.3M | 1.0% | 455K | +29% | |||
| 35 | $ODD | Oddity Tech Ltd | Consumer Staples | $1.3M | 1.0% | 88K | +35% | |||
| 36 | $ZM | Zoom Communications, Inc. | Technology | $1.3M | 1.0% | 15K | +7% | |||
| 37 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 1.0% | 13K | +420% | |||
| 38 | $SSYS | STRATASYS LTD. | Technology | $1.3M | 1.0% | 150K | +20% | |||
| 39 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $1.3M | 1.0% | 8,000 | -70% | |||
| 40 | $SDGR | Schrodinger, Inc. | Healthcare | $1.2M | 0.9% | 75K | +50% | |||
| 41 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.2M | 0.9% | 13K | +19% | |||
| 42 | $PATH | UiPath, Inc. | Technology | $1.2M | 0.9% | 110K | +69% | |||
| 43 | — | Trulieve Cannabis Corp. - COM | — | $1.2M | 0.9% | 120K | -17% | |||
| 44 | $BIDU | Baidu, Inc. | Technology | $1.2M | 0.9% | 10K | +3% | |||
| 45 | — | Green Thumb Industries Inc. - COM | — | $1.1M | 0.9% | 143K | +10% | |||
| 46 | $CRSP | CRISPR Therapeutics AG | Healthcare | $1.1M | 0.9% | 21K | — | |||
| 47 | — | Verano Holdings Corp. - COM | — | $1.0M | 0.8% | 160K | -70% | |||
| 48 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $1.0M | 0.8% | 800 | +33% | |||
| 49 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.0M | 0.8% | 2,000 | +167% | |||
| 50 | $NXDR | Nextdoor Holdings, Inc. | Technology | $953K | 0.7% | 420K | -2% | |||
| 51 | $MASS | 908 Devices Inc. | Technology | $935K | 0.7% | 108K | -10% | |||
| 52 | $LFUS | LITTELFUSE INC /DE | Technology | $911K | 0.7% | 2,000 | -38% | |||
| 53 | $RSKD | RISKIFIED LTD. | Industrials | $882K | 0.7% | 175K | — | |||
| 54 | $HBIO | HARVARD BIOSCIENCE INC | Healthcare | $880K | 0.7% | 143K | +22% | |||
| 55 | $PERI | Perion Network Ltd. | Technology | $874K | 0.7% | 90K | +50% | |||
| 56 | $PD | PagerDuty, Inc. | Technology | $869K | 0.7% | 90K | +3% | |||
| 57 | $BARK | Bark, Inc. | Consumer Discretionary | $863K | 0.7% | 87K | -5% | |||
| 58 | $JANX | Janux Therapeutics, Inc. | Healthcare | $860K | 0.7% | 56K | +42% | |||
| 59 | $DQ | DAQO NEW ENERGY CORP. | Technology | $850K | 0.7% | 64K | +1170% | |||
| 60 | — | Roundhill Cannabis ETF - SHARES | — | $840K | 0.7% | 38K | — | |||
| 61 | $RVTY | REVVITY, INC. | Healthcare | $834K | 0.6% | 7,500 | +30% | |||
| 62 | $WIX | Wix.com Ltd. | Technology | $817K | 0.6% | 18K | +20% | |||
| 63 | $BLZE | Backblaze, Inc. | Technology | $793K | 0.6% | 50K | -83% | |||
| 64 | $AMPL | Amplitude, Inc. | Technology | $765K | 0.6% | 100K | +67% | |||
| 65 | $WY | WEYERHAEUSER CO | Real Estate | $754K | 0.6% | 32K | +9% | |||
| 66 | $MTLS | MATERIALISE NV | Technology | $743K | 0.6% | 100K | — | |||
| 67 | $RPD | Rapid7, Inc. | Technology | $729K | 0.6% | 90K | +20% | |||
| 68 | $IDYA | IDEAYA Biosciences, Inc. | Healthcare | $727K | 0.6% | 20K | -3% | |||
| 69 | $ESTC | Elastic N.V. | Technology | $713K | 0.6% | 13K | New | |||
| 70 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $709K | 0.6% | 6,000 | New | |||
| 71 | $MOS | MOSAIC CO | Materials | $689K | 0.5% | 33K | +18% | |||
| 72 | $CXM | Sprinklr, Inc. | Technology | $671K | 0.5% | 130K | +4% | |||
| 73 | — | Sartorius AG - SPONSORED ADR | — | $655K | 0.5% | 13K | +16% | |||
| 74 | $KYTX | Kyverna Therapeutics, Inc. | Healthcare | $624K | 0.5% | 70K | +35% | |||
| 75 | $TXG | 10x Genomics, Inc. | Healthcare | $594K | 0.5% | 16K | -52% | |||
| 76 | $BILL | BILL Holdings, Inc. | Technology | $542K | 0.4% | 15K | — | |||
| 77 | $DHR | DANAHER CORP /DE/ | Healthcare | $524K | 0.4% | 2,750 | +38% | |||
| 78 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $511K | 0.4% | 5,000 | New | |||
| 79 | — | iShares - Timber & Forestry ET - SHARES | — | $497K | 0.4% | 7,500 | +7% | |||
| 80 | $AVTR | Avantor, Inc. | Healthcare | $495K | 0.4% | 50K | New | |||
| 81 | $RBLX | Roblox Corp | Technology | $489K | 0.4% | 9,000 | +64% | |||
| 82 | $FIG | Figma, Inc. | Technology | $470K | 0.4% | 26K | +73% | |||
| 83 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $465K | 0.4% | 3,500 | +17% | |||
| 84 | $BRCB | Black Rock Coffee Bar, Inc. | Consumer Discretionary | $415K | 0.3% | 50K | New | |||
| 85 | $ALEC | Alector, Inc. | Healthcare | $402K | 0.3% | 200K | — | |||
| 86 | — | Capstone Mining - CAD - COM | — | $390K | 0.3% | 43K | — | |||
| 87 | $TKNO | Alpha Teknova, Inc. | Healthcare | $383K | 0.3% | 68K | +35% | |||
| 88 | $DV | DoubleVerify Holdings, Inc. | Technology | $379K | 0.3% | 35K | — | |||
| 89 | — | Global X Video Games ETF - SHARES | — | $371K | 0.3% | 15K | — | |||
| 90 | $JKS | JinkoSolar Holding Co., Ltd. | Technology | $370K | 0.3% | 22K | New | |||
| 91 | $NKTX | Nkarta, Inc. | Healthcare | $368K | 0.3% | 130K | -26% | |||
| 92 | $BCYC | BICYCLE THERAPEUTICS PLC | Healthcare | $339K | 0.3% | 80K | New | |||
| 93 | $RELL | RICHARDSON ELECTRONICS, LTD. | Technology | $333K | 0.3% | 18K | -55% | |||
| 94 | $PLRX | PLIANT THERAPEUTICS, INC. | Healthcare | $314K | 0.2% | 275K | — | |||
| 95 | $PHVS | Pharvaris N.V. | Healthcare | $311K | 0.2% | 9,000 | -10% | |||
| 96 | $IMA | ImageneBio, Inc. | Healthcare | $295K | 0.2% | 50K | +67% | |||
| 97 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $293K | 0.2% | 10K | New | |||
| 98 | $ATHM | Autohome Inc. | Technology | $285K | 0.2% | 15K | — | |||
| 99 | $PXLW | PIXELWORKS, INC | Technology | $274K | 0.2% | 44K | — | |||
| 100 | $ORIC | Oric Pharmaceuticals, Inc. | Healthcare | $271K | 0.2% | 25K | +233% | |||
| 101 | $DLB | Dolby Laboratories, Inc. | Financials | $263K | 0.2% | 5,000 | New | |||
| 102 | $LUNG | Pulmonx Corp | Healthcare | $260K | 0.2% | 200K | +27% | |||
| 103 | $CRNT | CERAGON NETWORKS LTD | Technology | $259K | 0.2% | 100K | +33% | |||
| 104 | $AUTL | Autolus Therapeutics plc | Healthcare | $240K | 0.2% | 150K | — | |||
| 105 | $BHP | BHP Group Ltd | Materials | $229K | 0.2% | 2,750 | -42% | |||
| 106 | — | Global X Cloud Computing ETF - SHARES | — | $227K | 0.2% | 10K | -46% | |||
| 107 | — | 3D Printing ETF - SHARES | — | $221K | 0.2% | 9,000 | -28% | |||
| 108 | $CRBU | Caribou Biosciences, Inc. | Healthcare | $207K | 0.2% | 118K | — | |||
| 109 | $SPRY | ARS Pharmaceuticals, Inc. | Healthcare | $200K | 0.1% | 25K | — | |||
| 110 | $TARA | Protara Therapeutics, Inc. | Healthcare | $191K | 0.1% | 50K | +37% | |||
| 111 | — | S4 Capital PLC - SPONSORED ADR | — | $188K | 0.1% | 450K | -22% | |||
| 112 | $GPCR | Structure Therapeutics Inc. | Healthcare | $188K | 0.1% | 3,500 | +133% | |||
| 113 | $SVCO | Silvaco Group, Inc. | Technology | $172K | 0.1% | 13K | -96% | |||
| 114 | $XTNT | Xtant Medical Holdings, Inc. | Healthcare | $168K | 0.1% | 400K | +14% | |||
| 115 | $AVIR | Atea Pharmaceuticals, Inc. | Healthcare | $163K | 0.1% | 35K | +8% | |||
| 116 | — | Curaleaf Holdings Inc. - COM | — | $162K | 0.1% | 15K | -54% | |||
| 117 | — | Sprott NICKEL Miners ETF - SHARES | — | $140K | 0.1% | 11K | +120% | |||
| 118 | $DXR | DAXOR CORP | Other | $129K | 0.1% | 13K | — | |||
| 119 | $SHOP | SHOPIFY INC. | Technology | $114K | 0.1% | 1,000 | New | |||
| 120 | $BOLT | Bolt Biotherapeutics, Inc. | Healthcare | $106K | 0.1% | 28K | — | |||
| 121 | $VHI | VALHI INC /DE/ | Materials | $103K | 0.1% | 7,000 | +17% | |||
| 122 | $INTS | INTENSITY THERAPEUTICS, INC. | Healthcare | $103K | 0.1% | 25K | — | |||
| 123 | $BRKR | BRUKER CORP | Healthcare | $90K | 0.1% | 1,500 | -70% | |||
| 124 | $LXFR | LUXFER HOLDINGS PLC | Materials | $90K | 0.1% | 4,981 | -34% | |||
| 125 | $EMBC | Embecta Corp. | Healthcare | $82K | 0.1% | 25K | New | |||
| 126 | $FENC | FENNEC PHARMACEUTICALS INC. | Healthcare | $81K | 0.1% | 7,500 | -65% | |||
| 127 | $VIR | Vir Biotechnology, Inc. | Healthcare | $76K | 0.1% | 7,500 | — | |||
| 128 | $ENPH | Enphase Energy, Inc. | Technology | $74K | 0.1% | 1,500 | -63% | |||
| 129 | $KLRS | Kalaris Therapeutics, Inc. | Healthcare | $51K | 0.0% | 13K | +213% | |||
| 130 | $LGO | Largo Inc. | Materials | $48K | 0.0% | 75K | +15% | |||
| 131 | $RIO | RIO TINTO PLC | Materials | $47K | 0.0% | 500 | -78% | |||
| 132 | $BTLN | Brightline Interactive, Inc./NV | Technology | $38K | 0.0% | 50K | -50% | |||
| 133 | $PRQR | ProQR Therapeutics N.V. | Healthcare | $33K | 0.0% | 18K | +75% | |||
| 134 | $SUJA | SUJA LIFE, INC. | Consumer Staples | $25K | 0.0% | 2,500 | New | |||
| 135 | $RPID | RAPID MICRO BIOSYSTEMS, INC. | Healthcare | $22K | 0.0% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 64 added to, 35 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$CRMSalesforce, Inc.$1.5M
first bought this quarter
$ESTCElastic N.V.$713K
first bought this quarter
$AKAMAKAMAI TECHNOLOGIES INC$709K
first bought this quarter
$SBUXSTARBUCKS CORP$511K
first bought this quarter
$AVTRAvantor, Inc.$495K
first bought this quarter
$BRCBBlack Rock Coffee Bar, Inc.$415K
first bought this quarter
+7 more in the Excel export
Added to (64)
now $4.0M · held 3+ qtrs, 2 adds in a row
now $1.9M · held 3+ qtrs, 2 adds in a row
$NOWServiceNow, Inc.+420%
now $1.3M · held 2 qtrs, 2 adds in a row
$MBLYMobileye Global Inc.+121%
now $1.5M · held 3+ qtrs, 2 adds in a row
$DQDAQO NEW ENERGY CORP.+1170%
now $850K · held 2 qtrs, 2 adds in a row
now $1.9M · held 3+ qtrs, 2 adds in a row
+58 more in the Excel export
Trimmed (35)
now $2.1M · held 3+ qtrs
$SVCOSilvaco Group, Inc.-96%
now $172K · held 3+ qtrs
$BLZEBackblaze, Inc.-83%
now $793K · held 3+ qtrs
$DOCNDigitalOcean Holdings, Inc.-70%
now $1.3M · held 3+ qtrs, 2 trims in a row
- Verano Holdings Corp. - COM-70%
now $1.0M
now $2.1M · held 3+ qtrs, 2 trims in a row
+29 more in the Excel export
Holdings by quarter
Every 13F NANO CAP NEW MILLENNIUM GROWTH FUND L P has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow NANO CAP NEW MILLENNIUM GROWTH FUND L P?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NANO CAP NEW MILLENNIUM GROWTH FUND L P's top 20 holdings: 46/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-4.3%
Value-weighted move of the 10 largest stock positions
Turnover
21%
Last quarter
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NANO CAP NEW MILLENNIUM GROWTH FUND L P disclosed 135 positions worth $130.0M in its Form 13F-HR for Q2 2026, led by $SILC (SILICOM LTD.) at 6.9% of the equity portfolio, followed by $SPT and $SMWB. During the quarter the fund opened 13 new positions and exited 23 — including a new stake in $CRM and a full exit from $AIP. The portfolio is most concentrated in Technology (59.1% of disclosed assets). All figures are sourced directly from NANO CAP NEW MILLENNIUM GROWTH FUND L P’s Form 13F-HR filing with the SEC under CIK 1277890.
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