EAM Investors, LLC
13F Reported Value
ⓘ$1.1B
Holdings
268
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EAM Investors, LLC disclosed 268 positions worth $1.1B in its Form 13F-HR for Q2 2026, followed by $VICR and $BE. During the quarter the fund opened 122 new positions and exited 127 — including a new stake in $GH and a full exit from $AEIS. The portfolio is most concentrated in Technology (37.2% of disclosed assets). All figures are sourced directly from EAM Investors, LLC’s Form 13F-HR filing with the SEC under CIK 1510989.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
Blackrock Inc - Funds - Equities ETF
—Quality
$35.7M504,854 sh- 58.1#1,047
Quality
$15.1M39,729 sh - 66.2#434
Quality
$15.0M49,663 sh - 39.0
Quality
$12.2M81,304 sh - 63.3
Quality
$11.2M160,466 sh - 24.6
Quality
$11.0M120,677 sh - 66.1
Quality
$10.5M14,062 sh - 53.7
Quality
$10.4M60,037 sh - 51.5
Quality
$10.3M216,164 sh - 55.9
Quality
$10.2M63,295 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Blackrock Inc - Funds - Equities ETF | — | $35.7M | 504,854 |
 VICOR CORP$VICR | 58.1#1,047 | $15.1M | 39,729 |
 Bloom Energy Corp$BE | 66.2#434 | $15.0M | 49,663 |
 Guardant Health, Inc.$GH | 39.0 | $12.2M | 81,304 |
 BrightSpring Health Services, Inc.$BTSG | 63.3 | $11.2M | 160,466 |
 CECO ENVIRONMENTAL CORP$CECO | 24.6 | $11.0M | 120,677 |
 SITIME Corp$SITM | 66.1 | $10.5M | 14,062 |
 Sphere Entertainment Co.$SPHR | 53.7 | $10.4M | 60,037 |
 VIAVI SOLUTIONS INC.$VIAV | 51.5 | $10.3M | 216,164 |
 SEMTECH CORP$SMTC | 55.9 | $10.2M | 63,295 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EAM Investors, LLC's 268 positions.
Showing top 10 of 268 holdings.
Sector Allocation
Technology
$417.1M
Healthcare
$190.2M
Industrials
$183.2M
Consumer Discretionary
$70.3M
Financials
$62.0M
Energy
$60.7M
Communication Services
$43.9M
Other
$35.7M
Top Holdings — EAM Investors, LLC (Q2 2026)
Top 150 of 268 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Blackrock Inc - Funds - Equities ETF | $35.7M | 3.2% | +381% | — |
| 2 | $VICR | VICOR CORP | $15.1M | 1.3% | -14% | 58.1 |
| 3 | $BE | Bloom Energy Corp | $15.0M | 1.3% | -11% | 66.2 |
| 4 | $GH | Guardant Health, Inc. | $12.2M | 1.1% | NEW | 39 |
| 5 | $BTSG | BrightSpring Health Services, Inc. | $11.2M | 1.0% | -2% | 63.3 |
| 6 | $CECO | CECO ENVIRONMENTAL CORP | $11.0M | 1.0% | NEW | 24.6 |
| 7 | $SITM | SITIME Corp | $10.5M | 0.9% | -13% | 66.1 |
| 8 | $SPHR | Sphere Entertainment Co. | $10.4M | 0.9% | -2% | 53.7 |
| 9 | $VIAV | VIAVI SOLUTIONS INC. | $10.3M | 0.9% | -20% | 51.5 |
| 10 | $SMTC | SEMTECH CORP | $10.2M | 0.9% | NEW | 55.9 |
| 11 |  $DOCN | DigitalOcean Holdings, Inc. | $9.5M | 0.8% | -11% | 67.2 |
| 12 |  $MOD | MODINE MANUFACTURING CO | $9.3M | 0.8% | -2% | 56.3 |
| 13 |  $RVMD | Revolution Medicines, Inc. | $9.2M | 0.8% | -2% | — |
| 14 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $9.0M | 0.8% | -2% | 57.2 |
| 15 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $9.0M | 0.8% | -2% | 69.4 |
| 16 |  $TTMI | TTM TECHNOLOGIES INC | $8.9M | 0.8% | -50% | 62.6 |
| 17 |  $SEI | Solaris Energy Infrastructure, Inc. | $8.9M | 0.8% | -2% | 56.4 |
| 18 |  $FORM | FORMFACTOR INC | $8.9M | 0.8% | -24% | 60 |
| 19 |  $VPG | Vishay Precision Group, Inc. | $8.8M | 0.8% | -42% | 30.4 |
| 20 |  $ALNT | ALLIENT INC | $8.6M | 0.8% | +205% | 47.4 |
| 21 |  $VSAT | VIASAT INC | $8.6M | 0.8% | -13% | 58.8 |
| 22 |  $COHU | COHU INC | $8.6M | 0.8% | NEW | 38.3 |
| 23 |  $DY | DYCOM INDUSTRIES INC | $8.5M | 0.8% | -14% | 56.3 |
| 24 |  $PLPC | PREFORMED LINE PRODUCTS CO | $8.2M | 0.7% | -2% | 50 |
| 25 |  $NWPX | NWPX Infrastructure, Inc. | $8.2M | 0.7% | +239% | 62.8 |
| 26 |  $ENVA | Enova International, Inc. | $8.0M | 0.7% | NEW | 69.9 |
| 27 |  $AIP | Arteris, Inc. | $7.9M | 0.7% | -21% | 37.2 |
| 28 |  $PSMT | PRICESMART INC | $7.9M | 0.7% | NEW | 57.8 |
| 29 |  $AGX | ARGAN INC | $7.7M | 0.7% | -15% | 81.4 |
| 30 |  $MYRG | MYR GROUP INC. | $7.6M | 0.7% | -39% | 59.2 |
| 31 |  $POWL | POWELL INDUSTRIES INC | $7.3M | 0.7% | NEW | 69.8 |
| 32 |  $MTRN | MATERION Corp | $7.2M | 0.6% | NEW | 59 |
| 33 |  $SANM | SANMINA CORP | $7.2M | 0.6% | NEW | 64.2 |
| 34 |  $ATEN | A10 Networks, Inc. | $7.1M | 0.6% | NEW | 58.4 |
| 35 |  $NESR | National Energy Services Reunited Corp. | $7.0M | 0.6% | -17% | 65.9 |
| 36 |  $SNX | TD SYNNEX CORP | $7.0M | 0.6% | NEW | 58.4 |
| 37 |  $LASR | NLIGHT, INC. | $6.9M | 0.6% | -60% | 54.1 |
| 38 |  $MKSI | MKS INC | $6.9M | 0.6% | -2% | 61.2 |
| 39 |  $KN | Knowles Corp | $6.8M | 0.6% | NEW | 47.5 |
| 40 |  $GHM | GRAHAM CORP | $6.8M | 0.6% | -2% | 50 |
| 41 |  $CHEF | Chefs' Warehouse, Inc. | $6.8M | 0.6% | NEW | 54.7 |
| 42 |  $WULF | TERAWULF INC. | $6.7M | 0.6% | +52% | 33.8 |
| 43 |  $TVTX | Travere Therapeutics, Inc. | $6.7M | 0.6% | NEW | 56.6 |
| 44 |  $ACLS | AXCELIS TECHNOLOGIES INC | $6.6M | 0.6% | NEW | 37.7 |
| 45 |  $PLXS | PLEXUS CORP | $6.6M | 0.6% | -2% | 62.5 |
| 46 |  $ICHR | ICHOR HOLDINGS, LTD. | $6.5M | 0.6% | -2% | — |
| 47 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $6.5M | 0.6% | -7% | 34.1 |
| 48 |  $MOG-A | MOOG INC. | $6.5M | 0.6% | -43% | 65.1 |
| 49 |  $FCEL | FUELCELL ENERGY INC | $6.4M | 0.6% | NEW | 34.9 |
| 50 |  $TWST | Twist Bioscience Corp | $6.4M | 0.6% | NEW | 33.9 |
| 51 |  $AXSM | Axsome Therapeutics, Inc. | $6.4M | 0.6% | -2% | 40.8 |
| 52 |  $DCO | DUCOMMUN INC /DE/ | $6.4M | 0.6% | -2% | 34.1 |
| 53 |  $ONTO | ONTO INNOVATION INC. | $6.4M | 0.6% | NEW | 61.9 |
| 54 |  $ATRO | ASTRONICS CORP | $6.3M | 0.6% | -21% | 61.3 |
| 55 |  $GRC | GORMAN RUPP CO | $6.3M | 0.6% | NEW | 56.6 |
| 56 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $6.3M | 0.6% | -1% | 48.7 |
| 57 |  $BELFA | BEL FUSE INC /NJ | $6.3M | 0.6% | -21% | 58.5 |
| 58 |  $OPLN | OPENLANE, Inc. | $6.3M | 0.6% | NEW | 61 |
| 59 |  $PDFS | PDF SOLUTIONS INC | $6.2M | 0.6% | NEW | 56.5 |
| 60 |  $DGII | DIGI INTERNATIONAL INC | $6.2M | 0.6% | NEW | 60.7 |
| 61 |  $LGND | LIGAND PHARMACEUTICALS INC | $6.2M | 0.6% | NEW | 76 |
| 62 |  $HUT | Hut 8 Corp. | $6.1M | 0.6% | NEW | 37.4 |
| 63 |  $VMI | VALMONT INDUSTRIES INC | $6.1M | 0.5% | NEW | 60.7 |
| 64 |  $KRYS | Krystal Biotech, Inc. | $6.0M | 0.5% | -2% | 79.2 |
| 65 |  $ARW | ARROW ELECTRONICS, INC. | $6.0M | 0.5% | NEW | 55.7 |
| 66 |  $DHC | DIVERSIFIED HEALTHCARE TRUST | $5.9M | 0.5% | -2% | 31.3 |
| 67 |  $JAZZ | Jazz Pharmaceuticals plc | $5.9M | 0.5% | NEW | — |
| 68 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $5.9M | 0.5% | NEW | 56.9 |
| 69 |  $AAMI | Acadian Asset Management Inc. | $5.9M | 0.5% | NEW | 72.1 |
| 70 |  $ESI | Element Solutions Inc | $5.9M | 0.5% | -2% | 46.2 |
| 71 |  $UCTT | Ultra Clean Holdings, Inc. | $5.9M | 0.5% | -2% | 40.1 |
| 72 |  $MRCY | MERCURY SYSTEMS INC | $5.9M | 0.5% | NEW | 47.8 |
| 73 |  $PL | Planet Labs PBC | $5.9M | 0.5% | -27% | 38.4 |
| 74 |  $STRL | STERLING INFRASTRUCTURE, INC. | $5.9M | 0.5% | -2% | 70.6 |
| 75 |  $AMRX | Amneal Pharmaceuticals, Inc. | $5.8M | 0.5% | NEW | 58.5 |
| 76 |  $ALKS | Alkermes plc. | $5.8M | 0.5% | NEW | — |
| 77 |  $CYTK | CYTOKINETICS INC | $5.8M | 0.5% | NEW | 28.1 |
| 78 |  $XMTR | Xometry, Inc. | $5.8M | 0.5% | NEW | 48.3 |
| 79 |  $IONQ | IonQ, Inc. | $5.8M | 0.5% | NEW | 30.2 |
| 80 |  $TSEM | TOWER SEMICONDUCTOR LTD | $5.7M | 0.5% | -23% | — |
| 81 |  $ETON | Eton Pharmaceuticals, Inc. | $5.7M | 0.5% | +225% | 67.5 |
| 82 |  $APLD | Applied Digital Corp. | $5.7M | 0.5% | +87% | 35.8 |
| 83 |  $DFTX | Definium Therapeutics, Inc. | $5.7M | 0.5% | NEW | — |
| 84 |  $ORKA | Oruka Therapeutics, Inc. | $5.6M | 0.5% | -2% | — |
| 85 |  $BPOP | POPULAR, INC. | $5.6M | 0.5% | NEW | 69.4 |
| 86 |  $LFUS | LITTELFUSE INC /DE | $5.6M | 0.5% | -2% | 51.6 |
| 87 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $5.5M | 0.5% | -2% | 60.3 |
| 88 |  $KGS | Kodiak Gas Services, Inc. | $5.4M | 0.5% | -2% | 57 |
| 89 |  $EFXT | Enerflex Ltd. | $5.4M | 0.5% | -27% | — |
| 90 |  $ATEX | Anterix Inc. | $5.4M | 0.5% | NEW | 61.4 |
| 91 |  $VSXY | Victoria's Secret & Co. | $5.4M | 0.5% | NEW | 65.6 |
| 92 |  $SYRE | Spyre Therapeutics, Inc. | $5.4M | 0.5% | NEW | — |
| 93 |  $GNRC | GENERAC HOLDINGS INC. | $5.4M | 0.5% | +40% | 54.4 |
| 94 |  $COCO | Vita Coco Company, Inc. | $5.3M | 0.5% | NEW | 63.1 |
| 95 |  $VIRT | Virtu Financial, Inc. | $5.3M | 0.5% | NEW | 74.1 |
| 96 |  $PRLB | Proto Labs Inc | $5.3M | 0.5% | -2% | 53.5 |
| 97 |  $ARMK | Aramark | $5.2M | 0.5% | NEW | 47.1 |
| 98 |  $ITRN | Ituran Location & Control Ltd. | $5.2M | 0.5% | NEW | — |
| 99 |  $ENLT | Enlight Renewable Energy Ltd. | $5.2M | 0.5% | -0% | — |
| 100 |  $BWA | BORGWARNER INC | $5.1M | 0.5% | -1% | 56 |
| 101 |  $MDA | MDA Space Ltd. | $5.1M | 0.5% | NEW | — |
| 102 |  $MSGS | Madison Square Garden Sports Corp. | $5.1M | 0.5% | -2% | 50.3 |
| 103 |  $MIRM | Mirum Pharmaceuticals, Inc. | $5.0M | 0.5% | -2% | 35 |
| 104 |  $WTTR | Select Water Solutions, Inc. | $5.0M | 0.5% | NEW | 42.9 |
| 105 |  $ZGN | Ermenegildo Zegna N.V. | $5.0M | 0.4% | NEW | — |
| 106 |  $TRVI | Trevi Therapeutics, Inc. | $4.9M | 0.4% | NEW | — |
| 107 |  $IMVT | Immunovant, Inc. | $4.9M | 0.4% | NEW | — |
| 108 |  $LTH | Life Time Group Holdings, Inc. | $4.9M | 0.4% | NEW | 60.9 |
| 109 |  $MEC | Mayville Engineering Company, Inc. | $4.8M | 0.4% | NEW | 32.1 |
| 110 |  $DVA | DAVITA INC. | $4.8M | 0.4% | NEW | 60.4 |
| 111 |  $AZZ | AZZ INC | $4.7M | 0.4% | -28% | 58.4 |
| 112 |  $ECG | Everus Construction Group, Inc. | $4.7M | 0.4% | -2% | 66.3 |
| 113 |  $GTX | Garrett Motion Inc. | $4.7M | 0.4% | -36% | 56.8 |
| 114 |  $BHE | BENCHMARK ELECTRONICS INC | $4.7M | 0.4% | NEW | 47.7 |
| 115 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $4.7M | 0.4% | -2% | 53.3 |
| 116 |  $KNX | Knight-Swift Transportation Holdings Inc. | $4.6M | 0.4% | NEW | 54.4 |
| 117 |  $UVE | UNIVERSAL INSURANCE HOLDINGS, INC. | $4.6M | 0.4% | NEW | 62.8 |
| 118 |  $CVLG | COVENANT LOGISTICS GROUP, INC. | $4.6M | 0.4% | NEW | 44.1 |
| 119 |  $AMBQ | Ambiq Micro, Inc. | $4.5M | 0.4% | NEW | 30.1 |
| 120 |  $ENS | EnerSys | $4.5M | 0.4% | -2% | 63.6 |
| 121 |  $CAMT | CAMTEK LTD | $4.4M | 0.4% | +0% | — |
| 122 |  $HBM | Hudbay Minerals Inc. | $4.3M | 0.4% | +35% | — |
| 123 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $4.3M | 0.4% | -9% | 52.2 |
| 124 |  $DAVE | Dave Inc./DE | $4.2M | 0.4% | NEW | 80.2 |
| 125 |  $TNGX | Tango Therapeutics, Inc. | $4.2M | 0.4% | -20% | 17.6 |
| 126 |  $ECPG | ENCORE CAPITAL GROUP INC | $4.2M | 0.4% | -2% | 70.9 |
| 127 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $4.1M | 0.4% | NEW | 47.6 |
| 128 |  $CIFR | Cipher Digital Inc. | $4.1M | 0.4% | NEW | 30.6 |
| 129 |  $CEVA | CEVA INC | $4.1M | 0.4% | NEW | 31.5 |
| 130 |  $IESC | IES Holdings, Inc. | $4.1M | 0.4% | -2% | 68.3 |
| 131 |  $LAR | Lithium Argentina AG | $4.0M | 0.4% | +0% | — |
| 132 |  $ACMR | ACM Research, Inc. | $4.0M | 0.4% | -27% | 54 |
| 133 |  $VCYT | VERACYTE, INC. | $4.0M | 0.4% | NEW | 68.6 |
| 134 |  $VSH | VISHAY INTERTECHNOLOGY INC | $4.0M | 0.3% | NEW | 48.8 |
| 135 |  $HNGE | Hinge Health, Inc. | $3.9M | 0.3% | NEW | 74.9 |
| 136 |  $TH | Target Hospitality Corp. | $3.8M | 0.3% | NEW | 40.4 |
| 137 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $3.8M | 0.3% | -49% | 22.6 |
| 138 |  $FN | Fabrinet | $3.8M | 0.3% | -60% | 62.8 |
| 139 |  $ARCB | ARCBEST CORP /TX/ | $3.8M | 0.3% | NEW | 44.6 |
| 140 |  $CLMT | Calumet, Inc. /DE | $3.7M | 0.3% | -32% | 40.2 |
| 141 |  $SYNA | SYNAPTICS Inc | $3.7M | 0.3% | NEW | 36.6 |
| 142 |  $ECHO | EchoStar CORP | $3.7M | 0.3% | -33% | 32.8 |
| 143 |  $PBI | PITNEY BOWES INC /DE/ | $3.6M | 0.3% | NEW | 59.4 |
| 144 |  $ESE | ESCO TECHNOLOGIES INC | $3.6M | 0.3% | +48% | 70 |
| 145 |  $ELVN | Enliven Therapeutics, Inc. | $3.6M | 0.3% | -15% | — |
| 146 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $3.6M | 0.3% | -1% | — |
| 147 |  $FROG | JFrog Ltd | $3.6M | 0.3% | NEW | — |
| 148 |  $AEHR | AEHR TEST SYSTEMS | $3.5M | 0.3% | NEW | 16.5 |
| 149 |  $INSW | International Seaways, Inc. | $3.4M | 0.3% | -32% | 71.8 |
| 150 |  $PTGX | Protagonist Therapeutics, Inc | $3.4M | 0.3% | -2% | 59.4 |
New Positions (122)
$GH Guardant Health, Inc.$12.2M$CECO CECO ENVIRONMENTAL CORP$11.0M$SMTC SEMTECH CORP$10.2M$COHU COHU INC$8.6M$ENVA Enova International, Inc.$8.0M$PSMT PRICESMART INC$7.9M$POWL POWELL INDUSTRIES INC$7.3M$MTRN MATERION Corp$7.2M$SANM SANMINA CORP$7.2M$ATEN A10 Networks, Inc.$7.1M$SNX TD SYNNEX CORP$7.0M$KN Knowles Corp$6.8M$CHEF Chefs' Warehouse, Inc.$6.8M$TVTX Travere Therapeutics, Inc.$6.7M$ACLS AXCELIS TECHNOLOGIES INC$6.6MExited Positions (127)
$AEIS ADVANCED ENERGY INDUSTRIES INC
$NXT Nextpower Inc.
$GLNG GOLAR LNG LTD
$DAN DANA Inc
$PRAX Praxis Precision Medicines, Inc.
$FSLY Fastly, Inc.
$DHT DHT Holdings, Inc.
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$ENSG ENSIGN GROUP, INC
$HSHP Himalaya Shipping Ltd.
$PPTA PERPETUA RESOURCES CORP.
$FIGS FIGS, Inc.
$TERN Terns Pharmaceuticals, Inc.
$AROC Archrock, Inc.
$FIVE FIVE BELOW, INCBrowse Top Institutional Investors
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