Amh Equity LTD Portfolio Holdings

Amh Equity LTD

  • $72.3 Million
  • Q2 2025

Amh Equity LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $72.3 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lightpath Technologies Inc with a value of $6.4M, Power Fleet, Inc. with a value of $4.99M, Universal Electronics Inc with a value of $4.77M, Twin Disc Inc with a value of $4.1M, and Inter Digital, Inc. with a value of $2.91M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $61.5M to 72.3M.

Below you can find more details about Amh Equity LTD portfolio as well as his latest detailed transactions.

Portfolio value $72.3 Million
Technology: $40.1 Million
Industrials: $13 Million
Healthcare: $6 Million
Communication Services: $4.59 Million
Basic Materials: $1.89 Million
Consumer Defensive: $1.73 Million
Energy: $1.6 Million
Financial Services: $694,000
Other: $653,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101M
$6.4 Million 8.85% of portfolio
2,079,293
Q2 2025 Reduced 8.78%
$181M
$4.99 Million 6.89% of portfolio
999,000
Q2 2025 Reduced 9.18%
$64.4M
$4.77 Million 6.6% of portfolio
721,273
Q2 2025 Reduced 6.1%
$123M
$4.1 Million 5.66% of portfolio
464,000
Q2 2025 Reduced 12.47%
$8.11B
$2.91 Million 4.03% of portfolio
13,000
Q2 2025 Added 18.18%
$2.91B
$2.86 Million 3.95% of portfolio
100,000
Q2 2025 Added 4.82%
$1.12B
$2.73 Million 3.77% of portfolio
33,000
Q2 2025 Added 22.22%
$19.9M
$2.32 Million 3.21% of portfolio
725,000
Q2 2025 Reduced 5.84%
$2.12B
$2.23 Million 3.08% of portfolio
100,000
Q2 2025 Reduced 25.93%
$149K
$2.1 Million 2.91% of portfolio
145,019
Q2 2025 Added 21.43%
$124M
$2.01 Million 2.78% of portfolio
106,401
Q2 2025 Reduced 8.99%
$1.25B
$1.97 Million 2.72% of portfolio
100,000
Q2 2025 Reduced 16.61%
$759M
$1.9 Million 2.63% of portfolio
166,000
Q2 2025 Added 156.35%
$541M
$1.73 Million 2.39% of portfolio
75,000
Q2 2025 Reduced 6.25%
$3.33B
$1.63 Million 2.25% of portfolio
24,000
Q2 2025 Reduced 4.0%
$164M
$1.61 Million 2.23% of portfolio
427,149
Q2 2025 Added 69.17%
$486M
$1.59 Million 2.2% of portfolio
300,000
Q2 2025 New
$20M
$1.54 Million 2.13% of portfolio
3,508,703
Q2 2025 Added 3.58%
$1.57B
$1.39 Million 1.93% of portfolio
193,358
Q2 2025 Added 36.17%
$4.19B
$1.3 Million 1.8% of portfolio
24,000
Q2 2025 New
$21.3M
$1.27 Million 1.75% of portfolio
424,748
Q2 2025 Reduced 26.24%
$78.2M
$1.19 Million 1.64% of portfolio
163,000
Q2 2025 Added 38.15%
$302M
$1.17 Million 1.62% of portfolio
207,661
Q2 2025 Added 88.78%
$783M
$1.06 Million 1.47% of portfolio
66,000
Q2 2025 New
$110M
$717,000 0.99% of portfolio
250,000
Q2 2025 Added 24.51%
$185M
$687,000 0.95% of portfolio
275,000
Q2 2025 Reduced 8.33%
$227M
$653,000 0.9% of portfolio
80,000
Q2 2025 Added 8.11%
$76.5M
$609,000 0.84% of portfolio
278,276
Q2 2025 Added 28.17%
$43.6M
$585,000 0.81% of portfolio
323,382
Q2 2025 Added 124.57%
$284M
$552,000 0.76% of portfolio
80,000
Q2 2025 Reduced 42.4%
$94.3M
$434,000 0.6% of portfolio
100,000
Q2 2025 Added 244.83%
$20.5M
$320,000 0.44% of portfolio
802,362
Q2 2025 Reduced 35.83%
$34.9M
$218,000 0.3% of portfolio
160,849
Q2 2025 Added 28.68%
$485M
$208,000 0.29% of portfolio
30,191
Q2 2025 Reduced 88.82%
$355M
$207,000 0.29% of portfolio
128,382
Q2 2025 New
$28.1M
$174,000 0.24% of portfolio
261,081
Q2 2025 Reduced 58.36%
$20.8M
$167,000 0.23% of portfolio
190,000
Q2 2025 Reduced 63.36%
$10M
$144,000 0.2% of portfolio
215,000
Q2 2025 Reduced 14.0%
$6.57M
$145,000 0.2% of portfolio
126,156
Q2 2025 Added 0.6%
Team Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 72.76%
Dare Bioscience Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.83%
Sequans Communications S A
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 37.5%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 44.44%
Precipio Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 27.17%
Electrovaya Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 100.0%
Westport Fuel Systems Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.87%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $72.3 Million
  • Prior Value $61.5 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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