1492 CAPITAL MANAGEMENT LLC

PrivateCIK: 1584087
Location

MILWAUKEE, WI

133
Positions
$338.73M
Total AUM (reported)
13.87M
Total Shares

Allocation by class

TOTAL AUM$338.73M133 positions
COM$246.38M72.7%
CL A$24.95M7.4%
COM NEW$15.28M4.5%
SHS$10.31M3.0%
COM PAR $0.01$7.63M2.3%
ORD SHS$4.75M1.4%
COM CL A$4.21M1.2%

Portfolio Concentration

Top 313.6%4–1018.1%11–2527.8%Rest40.6%TOP 1031.7%0%100%
Top 3$45.96M13.6%
4–10$61.28M18.1%
11–25$94.06M27.8%
Rest$137.44M40.6%

Top 3 weight

13.6%

Top 10 weight

31.7%

Voting Authority Distribution

Total shares with voting rights: 13.87M

Sole

Full voting authority

13.87M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:

MAXLINEAR INC

SOLE
COM
Shares136.17K
TypeSH
Market value$17.43M
5.15%
Sole
136.17K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares27.43K
TypeSH
Market value$16.92M
4.99%
Sole
27.43K
Shared
0.00
None
0.00

ALIGNMENT HEALTHCARE INC

SOLE
COM
Shares487.37K
TypeSH
Market value$11.60M
3.43%
Sole
487.37K
Shared
0.00
None
0.00

APPLIED OPTOELECTRONICS INC

SOLE
COM
Shares76.41K
TypeSH
Market value$11.32M
3.34%
Sole
76.41K
Shared
0.00
None
0.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares10.86K
TypeSH
Market value$9.12M
2.69%
Sole
10.86K
Shared
0.00
None
0.00

COPA HOLDINGS SA

SOLE
CL A
Shares57.51K
TypeSH
Market value$8.95M
2.64%
Sole
57.51K
Shared
0.00
None
0.00

ADAPTIVE BIOTECHNOLOGIES COR

SOLE
COM
Shares382.84K
TypeSH
Market value$8.21M
2.42%
Sole
382.84K
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares41.06K
TypeSH
Market value$8.09M
2.39%
Sole
41.06K
Shared
0.00
None
0.00

ADTRAN HOLDINGS INC

SOLE
COM
Shares573.13K
TypeSH
Market value$7.97M
2.35%
Sole
573.13K
Shared
0.00
None
0.00

KAISER ALUMINIUM CORPORATION

SOLE
COM PAR $0.01
Shares38.98K
TypeSH
Market value$7.63M
2.25%
Sole
38.98K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares8.84K
TypeSH
Market value$7.59M
2.24%
Sole
8.84K
Shared
0.00
None
0.00

ZETA GLOBAL HOLDINGS CORP

SOLE
CL A
Shares381K
TypeSH
Market value$7.50M
2.21%
Sole
381K
Shared
0.00
None
0.00

LANTHEUS HLDGS INC

SOLE
COM
Shares65.44K
TypeSH
Market value$7.26M
2.14%
Sole
65.44K
Shared
0.00
None
0.00

AXSOME THERAPEUTICS INC.

SOLE
COM
Shares29.31K
TypeSH
Market value$7.17M
2.12%
Sole
29.31K
Shared
0.00
None
0.00

MERITAGE HOMES CORP

SOLE
COM
Shares84.16K
TypeSH
Market value$7.06M
2.08%
Sole
84.16K
Shared
0.00
None
0.00

THIRD COAST BANCSHARES INC

SOLE
COM
Shares174.21K
TypeSH
Market value$7.04M
2.08%
Sole
174.21K
Shared
0.00
None
0.00

JEFFERIES FINANCIAL GROUP IN

SOLE
COM
Shares136.70K
TypeSH
Market value$6.83M
2.02%
Sole
136.70K
Shared
0.00
None
0.00

ASTRANA HEALTH INC

SOLE
COM NEW
Shares145.95K
TypeSH
Market value$6.77M
2.00%
Sole
145.95K
Shared
0.00
None
0.00

IMAX CORP

SOLE
COM
Shares152.15K
TypeSH
Market value$6.06M
1.79%
Sole
152.15K
Shared
0.00
None
0.00

MAGNITE INC

SOLE
COM
Shares317.75K
TypeSH
Market value$6.03M
1.78%
Sole
317.75K
Shared
0.00
None
0.00

ICHOR HOLDINGS

SOLE
SHS
Shares46.66K
TypeSH
Market value$5.24M
1.55%
Sole
46.66K
Shared
0.00
None
0.00

STIFEL FINL CORP

SOLE
COM
Shares74.58K
TypeSH
Market value$5.20M
1.54%
Sole
74.58K
Shared
0.00
None
0.00

KURA ONCOLOGY INC

SOLE
COM
Shares467.15K
TypeSH
Market value$5.12M
1.51%
Sole
467.15K
Shared
0.00
None
0.00

HEALTHEQUITY INC

SOLE
COM
Shares51.50K
TypeSH
Market value$4.65M
1.37%
Sole
51.50K
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
COM
Shares28.64K
TypeSH
Market value$4.53M
1.34%
Sole
28.64K
Shared
0.00
None
0.00
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