G2 Investment Partners Management LLC Portfolio Holdings by Sector
G2 Investment Partners Management LLC
- $302 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
CALX PRCH DV APPS FROG ALKT AMPL QTWO 8 stocks |
$59,691
19.78% of portfolio
|
7
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ALLT CYBR AFRM RELY CGNT 5 stocks |
$40,970
13.58% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
SITM MTSI TSEM ALGM AIP SLAB 6 stocks |
$35,110
11.64% of portfolio
|
5
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
OPRA GENI EVER 3 stocks |
$29,286
9.71% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
GAMB RSI 2 stocks |
$26,094
8.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LYTS TTMI MPTI 3 stocks |
$17,511
5.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PACK 1 stocks |
$16,637
5.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL 1 stocks |
$11,574
3.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
TREE 1 stocks |
$11,327
3.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CLFD 1 stocks |
$10,022
3.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GHM KRNT 2 stocks |
$8,848
2.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$8,546
2.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI 1 stocks |
$7,964
2.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
UPST 1 stocks |
$4,365
1.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$4,128
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
CAMT 1 stocks |
$3,037
1.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
TPB 1 stocks |
$2,678
0.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ARLO 1 stocks |
$2,204
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PAHC 1 stocks |
$1,404
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
SLQT 1 stocks |
$305
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
CECE 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|