Amh Equity LTD Portfolio Holdings

Amh Equity LTD

  • $70.6 Million
  • Q3 2025

Amh Equity LTD has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $70.6 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lightpath Technologies Inc with a value of $10.1M, Twin Disc Inc with a value of $4.65M, Power Fleet, Inc. with a value of $4.49M, Digital Ocean Holdings, Inc. with a value of $3.76M, and Universal Electronics Inc with a value of $3.73M.

Examining the 13F form we can see an decrease of $1.69M in the current position value, from $72.3M to 70.6M.

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

Portfolio value $70.6 Million
Technology: $33.9 Million
Industrials: $17 Million
Healthcare: $9.09 Million
Communication Services: $4.47 Million
Consumer Defensive: $1.74 Million
Energy: $844,000
Consumer Cyclical: $731,000
Financial Services: $692,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181M
$10.1 Million 14.35% of portfolio
1,300,000
Q3 2025 Reduced 37.48%
$212M
$4.65 Million 6.58% of portfolio
330,090
Q3 2025 Reduced 28.86%
$181M
$4.49 Million 6.36% of portfolio
900,000
Q3 2025 Reduced 9.91%
$4.44B
$3.76 Million 5.32% of portfolio
110,000
Q3 2025 Added 10.0%
$37.3M
$3.73 Million 5.28% of portfolio
800,000
Q3 2025 Added 10.92%
$10.1B
$3.45 Million 4.89% of portfolio
10,000
Q3 2025 Reduced 23.08%
$541M
$2.89 Million 4.09% of portfolio
400,000
Q3 2025 Added 33.33%
$1.1B
$2.88 Million 4.08% of portfolio
30,000
Q3 2025 Reduced 9.09%
$149K
$2.1 Million 2.98% of portfolio
145,019
Q2 2025 Added 21.43%
$565M
$2.04 Million 2.89% of portfolio
704,145
Q3 2025 New
$124M
$1.88 Million 2.66% of portfolio
660,000
Q3 2025 Added 54.51%
$597M
$1.86 Million 2.63% of portfolio
166,000
Q2 2025 Added 156.35%
$67.2M
$1.8 Million 2.55% of portfolio
223,900
Q3 2025 New
$563M
$1.74 Million 2.47% of portfolio
75,000
Q2 2025 Reduced 6.25%
$27.1M
$1.74 Million 2.46% of portfolio
4,047,535
Q3 2025 Added 15.36%
$3.47B
$1.53 Million 2.16% of portfolio
19,603
Q3 2025 Reduced 18.32%
$23.8M
$1.38 Million 1.96% of portfolio
416,927
Q3 2025 Reduced 1.84%
$110M
$1.35 Million 1.91% of portfolio
78,279
Q3 2025 Reduced 26.43%
$84.9M
$1.29 Million 1.82% of portfolio
161,711
Q3 2025 Reduced 0.79%
$9.12M
$1.27 Million 1.8% of portfolio
684,400
Q3 2025 Reduced 5.6%
$355M
$1.16 Million 1.64% of portfolio
207,661
Q2 2025 Added 88.78%
$103M
$1.02 Million 1.45% of portfolio
200,000
Q3 2025 New
$742M
$1.02 Million 1.45% of portfolio
66,000
Q2 2025 New
$114M
$844,000 1.19% of portfolio
100,000
Q3 2025 New
$122M
$781,000 1.11% of portfolio
80,000
Q3 2025 New
$200M
$731,000 1.03% of portfolio
80,000
Q2 2025 Added 8.11%
$75.5M
$712,000 1.01% of portfolio
800,000
Q3 2025 Reduced 0.29%
$348M
$705,000 1.0% of portfolio
100,000
Q3 2025 New
$1.8B
$693,000 0.98% of portfolio
60,000
Q3 2025 New
$106M
$692,000 0.98% of portfolio
166,000
Q3 2025 Added 66.0%
$52.4M
$679,000 0.96% of portfolio
323,382
Q2 2025 Added 124.57%
$378M
$658,000 0.93% of portfolio
80,000
Q3 2025 New
$423M
$639,000 0.9% of portfolio
18,600
Q3 2025 New
$244M
$532,000 0.75% of portfolio
80,000
Q2 2025 Reduced 42.4%
$22.1M
$513,000 0.73% of portfolio
200,000
Q3 2025 Added 24.34%
$61.8M
$461,000 0.65% of portfolio
231,671
Q3 2025 New
$62M
$257,000 0.36% of portfolio
35,000
Q3 2025 New
$15.7M
$211,000 0.3% of portfolio
184,230
Q3 2025 Reduced 3.04%
$19.3M
$204,000 0.29% of portfolio
245,939
Q3 2025 Reduced 5.8%
$8.78M
$120,000 0.17% of portfolio
116,556
Q3 2025 Reduced 7.61%
Precipio Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 370.06%
Team Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.84%
Westport Fuel Systems Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.02%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 44.44%
Orchestra Biomed Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Nova Minerals LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
Nexxen Intl LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
Mntn Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Ideal Pwr Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $70.6 Million
  • Prior Value $72.3 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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