NORTH RUN CAPITAL, LP

PrivateCIK: 1212897
Location

BOSTON, MA

25
Positions
$43.54M
Total AUM (reported)
10.11M
Total Shares

Allocation by class

TOTAL AUM$43.54M25 positions
COM$27.74M63.7%
SPONSORED ADS$4.22M9.7%
SHS$3.23M7.4%
ORD$2.42M5.6%
COM CL A$1.94M4.5%
COM NEW$1.70M3.9%
CL A$1.18M2.7%

Portfolio Concentration

Top 333.8%4–1040.2%11–2526.0%TOP 1074.0%0%100%
Top 3$14.71M33.8%
4–10$17.52M40.2%
11–25$11.31M26.0%

Top 3 weight

33.8%

Top 10 weight

74.0%

Voting Authority Distribution

Total shares with voting rights: 10.11M

Sole

Full voting authority

10.11M

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)

Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:

POWERFLEET INC

SOLE
COM
Shares2.69M
TypeSH
Market value$7.25M
16.65%
Sole
2.69M
Shared
0.00
None
0.00

SEQUANS COMMUNICATIONS S A

SOLE
SPONSORED ADS
Shares1.27M
TypeSH
Market value$4.22M
9.69%
Sole
1.27M
Shared
0.00
None
0.00

LENSAR INC

SOLE
COM
Shares1.10M
TypeSH
Market value$3.25M
7.45%
Sole
1.10M
Shared
0.00
None
0.00

VARONIS SYS INC

SOLE
COM
Shares122K
TypeSH
Market value$2.92M
6.71%
Sole
122K
Shared
0.00
None
0.00

AIRGAIN INC

SOLE
COM
Shares395.80K
TypeSH
Market value$2.58M
5.92%
Sole
395.80K
Shared
0.00
None
0.00

MAXCYTE INC

SOLE
COM
Shares451.96K
TypeSH
Market value$2.47M
5.67%
Sole
451.96K
Shared
0.00
None
0.00

SUMO LOGIC INC

SOLE
COM
Shares304.51K
TypeSH
Market value$2.47M
5.67%
Sole
304.51K
Shared
0.00
None
0.00

SILICOM LTD

SOLE
ORD
Shares57.42K
TypeSH
Market value$2.42M
5.56%
Sole
57.42K
Shared
0.00
None
0.00

SIMILARWEB LTD

SOLE
SHS
Shares375K
TypeSH
Market value$2.41M
5.54%
Sole
375K
Shared
0.00
None
0.00

PEGASYSTEMS INC

SOLE
COM
Shares65.93K
TypeSH
Market value$2.26M
5.19%
Sole
65.93K
Shared
0.00
None
0.00

SCULPTOR CAP MGMT

SOLE
COM CL A
Shares224.11K
TypeSH
Market value$1.94M
4.46%
Sole
224.11K
Shared
0.00
None
0.00

OLO INC

SOLE
CL A
Shares189.52K
TypeSH
Market value$1.18M
2.72%
Sole
189.52K
Shared
0.00
None
0.00

CONSTELLIUM SE

SOLE
CL A SHS
Shares93.22K
TypeSH
Market value$1.10M
2.53%
Sole
93.22K
Shared
0.00
None
0.00

SANARA MEDTECH INC

SOLE
COM
Shares24K
TypeSH
Market value$1.09M
2.51%
Sole
24K
Shared
0.00
None
0.00

KALEYRA INC

SOLE
COM
Shares1.31M
TypeSH
Market value$986.1K
2.27%
Sole
1.31M
Shared
0.00
None
0.00

SAFEGUARD SCIENTIFICS INC

SOLE
COM NEW
Shares277.73K
TypeSH
Market value$861.0K
1.98%
Sole
277.73K
Shared
0.00
None
0.00

CYBERARK SOFTWARE LTD

SOLE
SHS
Shares6.32K
TypeSH
Market value$818.7K
1.88%
Sole
6.32K
Shared
0.00
None
0.00

NEW RELIC INC

SOLE
COM
Shares14.20K
TypeSH
Market value$801.6K
1.84%
Sole
14.20K
Shared
0.00
None
0.00

STEREOTAXIS INC

SOLE
COM NEW
Shares322.75K
TypeSH
Market value$668.1K
1.53%
Sole
322.75K
Shared
0.00
None
0.00

MAGNACHIP SEMICONDUCTOR CORP

SOLE
COM
Shares63.11K
TypeSH
Market value$592.6K
1.36%
Sole
63.11K
Shared
0.00
None
0.00

CHARAH SOLUTIONS INC

SOLE
COM
Shares92.52K
TypeSH
Market value$499.6K
1.15%
Sole
92.52K
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

SOLE
COM
Shares146.65K
TypeSH
Market value$400.4K
0.92%
Sole
146.65K
Shared
0.00
None
0.00

INVACARE CORP

SOLE
COM
Shares443.73K
TypeSH
Market value$186.4K
0.43%
Sole
443.73K
Shared
0.00
None
0.00

PFSWEB INC

SOLE
COM NEW
Shares27.33K
TypeSH
Market value$168.1K
0.39%
Sole
27.33K
Shared
0.00
None
0.00

KALEYRA INC

SOLE
*W EXP 11/25/202
Shares40.37K
TypeSH
Market value$2.7K
<0.01%
Sole
40.37K
Shared
0.00
None
0.00