Filed: 8/4/2025ACC: 0001214659-25-011428
📋 What this filing means
AMH EQUITY LTD filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $76.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$76.09M
Total AUM (reported)
16.26M
Total Shares
Allocation by class
COM$54.85M72.1%
COM CL A$6.40M8.4%
COM NEW$4.49M5.9%
SHS$3.19M4.2%
ORDINARY SHARES$2.32M3.0%
SPONSORED ADS$1.91M2.5%
CL A$1.89M2.5%
Portfolio Concentration
Top 3$18.68M24.5%
4–10$21.46M28.2%
11–25$23.59M31.0%
Rest$12.36M16.2%
Top 3 weight
24.5%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 16.26M
Sole
Full voting authority
16.26M
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)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
DIGITALOCEAN HLDGS INC
SOLEShares262.50K
TypeSH
Market value$7.50M
9.85%
Sole
262.50K
Shared
0.00
None
0.00
LIGHTPATH TECHNOLOGIES INC
SOLEShares2.08M
TypeSH
Market value$6.40M
8.42%
Sole
2.08M
Shared
0.00
None
0.00
UNIVERSAL ELECTRS INC
SOLEShares721.27K
TypeSH
Market value$4.77M
6.28%
Sole
721.27K
Shared
0.00
None
0.00
POWERFLEET INC
SOLEShares999K
TypeSH
Market value$4.31M
5.66%
Sole
999K
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares464K
TypeSH
Market value$4.10M
5.38%
Sole
464K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares13K
TypeSH
Market value$2.91M
3.83%
Sole
13K
Shared
0.00
None
0.00
STRATASYS LTD
SOLEShares250K
TypeSH
Market value$2.87M
3.77%
Sole
250K
Shared
0.00
None
0.00
DUCOMMUN INC DEL
SOLEShares33K
TypeSH
Market value$2.73M
3.58%
Sole
33K
Shared
0.00
None
0.00
MARIS TECH LTD
SOLEShares725K
TypeSH
Market value$2.32M
3.05%
Sole
725K
Shared
0.00
None
0.00
TERADATA CORP DEL
SOLEShares100K
TypeSH
Market value$2.23M
2.93%
Sole
100K
Shared
0.00
None
0.00
HURCO CO
SOLEShares106.40K
TypeSH
Market value$2.01M
2.64%
Sole
106.40K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares100K
TypeSH
Market value$1.97M
2.59%
Sole
100K
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares145.02K
TypeSH
Market value$1.83M
2.40%
Sole
145.02K
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
SOLEShares75K
TypeSH
Market value$1.73M
2.27%
Sole
75K
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares233.36K
TypeSH
Market value$1.68M
2.21%
Sole
233.36K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares24K
TypeSH
Market value$1.63M
2.14%
Sole
24K
Shared
0.00
None
0.00
HEALTH CATALYST INC
SOLEShares427.15K
TypeSH
Market value$1.61M
2.12%
Sole
427.15K
Shared
0.00
None
0.00
TALOS ENERGY INC
SOLEShares188.39K
TypeSH
Market value$1.60M
2.10%
Sole
188.39K
Shared
0.00
None
0.00
MYRIAD GENETICS INC
SOLEShares300K
TypeSH
Market value$1.59M
2.09%
Sole
300K
Shared
0.00
None
0.00
HARVARD BIOSCIENCE INC
SOLEShares3.51M
TypeSH
Market value$1.56M
2.05%
Sole
3.51M
Shared
0.00
None
0.00
TEAM INC
SOLEShares80K
TypeSH
Market value$1.46M
1.91%
Sole
80K
Shared
0.00
None
0.00
PEGASYSTEMS INC
SOLEShares24K
TypeSH
Market value$1.30M
1.71%
Sole
24K
Shared
0.00
None
0.00
CVD EQUIP CORP
SOLEShares424.75K
TypeSH
Market value$1.27M
1.66%
Sole
424.75K
Shared
0.00
None
0.00
INTEST CORP
SOLEShares163K
TypeSH
Market value$1.19M
1.56%
Sole
163K
Shared
0.00
None
0.00
MATERIALISE NV
SOLEShares207.66K
TypeSH
Market value$1.17M
1.54%
Sole
207.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIGITALOCEAN HLDGS INCSOLE | COM | 262.50K | SH | $7.50M 9.85% | 262.50K | 0.00 | 0.00 |
LIGHTPATH TECHNOLOGIES INCSOLE | COM CL A | 2.08M | SH | $6.40M 8.42% | 2.08M | 0.00 | 0.00 |
UNIVERSAL ELECTRS INCSOLE | COM | 721.27K | SH | $4.77M 6.28% | 721.27K | 0.00 | 0.00 |
POWERFLEET INCSOLE | COM | 999K | SH | $4.31M 5.66% | 999K | 0.00 | 0.00 |
TWIN DISC INCSOLE | COM | 464K | SH | $4.10M 5.38% | 464K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 13K | SH | $2.91M 3.83% | 13K | 0.00 | 0.00 |
STRATASYS LTDSOLE | SHS | 250K | SH | $2.87M 3.77% | 250K | 0.00 | 0.00 |
DUCOMMUN INC DELSOLE | COM | 33K | SH | $2.73M 3.58% | 33K | 0.00 | 0.00 |
MARIS TECH LTDSOLE | ORDINARY SHARES | 725K | SH | $2.32M 3.05% | 725K | 0.00 | 0.00 |
TERADATA CORP DELSOLE | COM | 100K | SH | $2.23M 2.93% | 100K | 0.00 | 0.00 |
HURCO COSOLE | COM | 106.40K | SH | $2.01M 2.64% | 106.40K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 100K | SH | $1.97M 2.59% | 100K | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COM | 145.02K | SH | $1.83M 2.40% | 145.02K | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPSOLE | COM | 75K | SH | $1.73M 2.27% | 75K | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 233.36K | SH | $1.68M 2.21% | 233.36K | 0.00 | 0.00 |
BRADY CORPSOLE | CL A | 24K | SH | $1.63M 2.14% | 24K | 0.00 | 0.00 |
HEALTH CATALYST INCSOLE | COM | 427.15K | SH | $1.61M 2.12% | 427.15K | 0.00 | 0.00 |
TALOS ENERGY INCSOLE | COM | 188.39K | SH | $1.60M 2.10% | 188.39K | 0.00 | 0.00 |
MYRIAD GENETICS INCSOLE | COM | 300K | SH | $1.59M 2.09% | 300K | 0.00 | 0.00 |
HARVARD BIOSCIENCE INCSOLE | COM | 3.51M | SH | $1.56M 2.05% | 3.51M | 0.00 | 0.00 |
TEAM INCSOLE | COM NEW | 80K | SH | $1.46M 1.91% | 80K | 0.00 | 0.00 |
PEGASYSTEMS INCSOLE | COM | 24K | SH | $1.30M 1.71% | 24K | 0.00 | 0.00 |
CVD EQUIP CORPSOLE | COM | 424.75K | SH | $1.27M 1.66% | 424.75K | 0.00 | 0.00 |
INTEST CORPSOLE | COM | 163K | SH | $1.19M 1.56% | 163K | 0.00 | 0.00 |
MATERIALISE NVSOLE | SPONSORED ADS | 207.66K | SH | $1.17M 1.54% | 207.66K | 0.00 | 0.00 |
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