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CIK: 0000201772
Total reported value
$763.4M
$763.4M
307 檔
6.7%
As reported in its official Q4 2024 Form 13F filing, Essex Investment Management Co LLC's tracked investment portfolio stood at $763.4M with 307 total positions.
During Q4 2024, Essex Investment Management Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRIM | Primoris Services CORP | Stock-Industrials | 2.01% | -1.09% | EXIT | |
| 2 | AMSC | American Superconductor CORP | Stock-Other | 1.90% | -0.01% | -7.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.08% | -1.41% | |
| 4 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.75% | -0.77% | -8.55% | |
| 5 | HCI | Hci Group Inc | Stock-Other | 1.73% | -0.12% | -7.05% | |
| 6 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.70% | +0.38% | +2.12% | |
| 7 | AVPT | Avepoint Inc | Stock-Other | 1.62% | +0.09% | -7.89% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.16% | -2.37% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.52% | -0.04% | +6.38% | |
| 10 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.50% | -0.44% | -31.30% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 1.32% | -0.53% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.06% | -1.56% | |
| 13 | GWRE | Guidewire Software Inc | Stock-Tech | 1.32% | -0.16% | -3.93% | |
| 14 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 1.26% | -0.05% | -5.64% | |
| 15 | AMBA | Ambarella, Inc. | Stock-Tech | 1.18% | +0.23% | +5.97% | |
| 16 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.14% | -0.29% | -16.21% | |
| 17 | LINC | Lincoln Educational Services | Stock-Other | 1.14% | -0.07% | -9.94% | |
| 18 | CLPT | Clearpoint Neuro Inc | Stock-Other | 1.13% | — | -11.86% | |
| 19 | GHM | Graham CORP | Stock-Other | 1.13% | -0.09% | -26.04% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.01% | -0.01% | +3.45% | |
| 21 | STKL | Sunopta Inc | Stock-Other | 1.01% | — | -10.22% | |
| 22 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.97% | — | -0.66% | |
| 23 | MIR | Mirion Technologies Inc | Stock-Industrials | 0.95% | -0.22% | -13.44% | |
| 24 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.95% | -0.17% | -3.09% | |
| 25 | WLDN | Willdan Group Inc | Stock-Other | 0.95% | -0.17% | -11.40% | |
| 26 | LYTS | Lsi Industries Inc | Stock-Other | 0.94% | +0.22% | -11.91% | |
| 27 | CRNT | Ceragon Networks Ltd. | Stock-Other | 0.93% | — | -11.87% | |
| 28 | MYO | Myomo Inc | Stock-Other | 0.92% | — | -11.73% | |
| 29 | IEX | Idex CORP | Stock-Industrials | 0.90% | — | +28355.95% | |
| 30 | AGX | Argan Inc | Stock-Industrials | 0.90% | +0.23% | -26.40% | |
| 31 | PAY | Paymentus Holdings Inc-a | Stock-Other | 0.87% | -0.09% | -29.67% | |
| 32 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 0.85% | — | -2.52% | |
| 33 | CECO | Ceco Environmental CORP | Stock-Other | 0.84% | +0.31% | -25.61% | |
| 34 | INSM | Insmed Inc | Stock-Healthcare | 0.84% | -1.02% | -12.78% | |
| 35 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 0.79% | — | -26.93% | |
| 36 | PEGA | Pegasystems Inc | Stock-Tech | 0.77% | -0.24% | +27.13% | |
| 37 | BP | Bp Plc-spons Adr | Stock-Energy | 0.76% | — | -5.57% | |
| 38 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.75% | — | -36.14% | |
| 39 | OSPN | Onespan Inc | Stock-Other | 0.75% | — | -12.66% | |
| 40 | TRNS | Transcat Inc | Stock-Other | 0.73% | — | -11.87% | |
| 41 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.72% | +0.17% | +34.37% | |
| 42 | 2655787D | Blueprint Medicines CORP | Stock-Other | 0.72% | — | +28.98% | |
| 43 | CXDO | Crexendo Inc | Stock-Other | 0.69% | -0.03% | -11.59% | |
| 44 | RVLV | Revolve Group Inc | Stock-Other | 0.69% | — | -13.01% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.12% | +0.18% | |
| 46 | SMWB | Similarweb Ltd. | Stock-Other | 0.67% | — | -13.27% | |
| 47 | ADPT | Adaptive Biotechnologies | Stock-Other | 0.67% | +0.25% | -12.92% | |
| 48 | UVE | Universal Insurance Holdings | Stock-Other | 0.67% | — | -11.70% | |
| 49 | NVCR | NovoCure Limited | Stock-Healthcare | 0.65% | +0.09% | -24.77% | |
| 50 | EVER | Everquote Inc - Class A | Stock-Other | 0.65% | -0.53% | EXIT |
According to official SEC Form 13F filings, Essex Investment Management Co LLC reported a total U.S. public equity portfolio value of $763.4M across 307 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PRIM, AMSC, AAPL) accounted for 6.7% of total reported equity market value during Q4 2024.
During Q4 2024, Essex Investment Management Co LLC's top holdings by market value included PRIM (2.0%)、AMSC (1.9%)、AAPL (1.9%). The largest single position, PRIM, represented 2.0% of total portfolio value.
In Q4 2024, Essex Investment Management Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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