Filed: 8/14/2026ACC: 0001213900-26-089777
📋 What this filing means
OBERWEIS ASSET MANAGEMENT INC/ filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $4.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$4.84B
Total AUM (reported)
72.17M
Total Shares
Allocation by class
COM$4.84B100.0%
ETF$1.78M0.0%
PFD$260.3K0.0%
Portfolio Concentration
Top 3$687.01M14.2%
4–10$600.83M12.4%
11–25$803.27M16.6%
Rest$2.75B56.8%
Top 3 weight
14.2%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 72.17M
Sole
Full voting authority
71.47M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
697.67K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole176
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings176
Rows:
Credo Technology Group
SOLEShares1.01M
TypeSH
Market value$275.60M
5.69%
Sole
990.60K
Shared
0.00
None
22.83K
Applied Optoelectronics Inc.
SOLEShares1.79M
TypeSH
Market value$265.37M
5.48%
Sole
1.78M
Shared
0.00
None
11.94K
DigitalOcean Holdings, Inc.
SOLEShares930K
TypeSH
Market value$146.04M
3.02%
Sole
898.28K
Shared
0.00
None
31.72K
Silicon Motion Techn ADR
SOLEShares316.35K
TypeSH
Market value$105.45M
2.18%
Sole
316.35K
Shared
0.00
None
0.00
Ultra Clean Holdings
SOLEShares647.28K
TypeSH
Market value$92.30M
1.91%
Sole
646.38K
Shared
0.00
None
900.00
SharkNinja, Inc.
SOLEShares593.50K
TypeSH
Market value$90.37M
1.87%
Sole
578.70K
Shared
0.00
None
14.80K
SiTime Corporation
SOLEShares119.50K
TypeSH
Market value$89.10M
1.84%
Sole
119.50K
Shared
0.00
None
0.00
BrightSpring Health Services
SOLEShares1.19M
TypeSH
Market value$82.66M
1.71%
Sole
1.18M
Shared
0.00
None
1.01K
Hinge Health, Inc.
SOLEShares855.48K
TypeSH
Market value$71.00M
1.47%
Sole
852.67K
Shared
0.00
None
2.81K
Rambus, Inc
SOLEShares527.02K
TypeSH
Market value$69.96M
1.45%
Sole
511.69K
Shared
0.00
None
15.33K
Macom Technology Solutions
SOLEShares179.36K
TypeSH
Market value$68.22M
1.41%
Sole
171.34K
Shared
0.00
None
8.02K
Lumentum Hldgs, Inc.
SOLEShares72.19K
TypeSH
Market value$61.94M
1.28%
Sole
66.43K
Shared
0.00
None
5.75K
Lattice Semiconductor Corporat
SOLEShares391.82K
TypeSH
Market value$59.93M
1.24%
Sole
386.29K
Shared
0.00
None
5.53K
Nova Ltd.
SOLEShares108.67K
TypeSH
Market value$59.00M
1.22%
Sole
108.49K
Shared
0.00
None
185.00
Carpenter Technology Corp.
SOLEShares93.27K
TypeSH
Market value$57.53M
1.19%
Sole
93.15K
Shared
0.00
None
121.00
Frontdoor, Inc.
SOLEShares719.06K
TypeSH
Market value$55.79M
1.15%
Sole
716.10K
Shared
0.00
None
2.96K
Everus Construction Group
SOLEShares328.18K
TypeSH
Market value$54.46M
1.13%
Sole
328.18K
Shared
0.00
None
0.00
Veracyte, Inc.
SOLEShares877.73K
TypeSH
Market value$51.55M
1.07%
Sole
872.06K
Shared
0.00
None
5.67K
Powell Industries Inc.
SOLEShares179.52K
TypeSH
Market value$51.41M
1.06%
Sole
179.52K
Shared
0.00
None
0.00
Life Time Holdings, Inc.
SOLEShares1.19M
TypeSH
Market value$48.58M
1.00%
Sole
1.19M
Shared
0.00
None
1.12K
Rush Street Interactive, Inc.
SOLEShares1.63M
TypeSH
Market value$48.41M
1.00%
Sole
1.56M
Shared
0.00
None
65.08K
Mercury Systems, Inc.
SOLEShares392.72K
TypeSH
Market value$48.04M
0.99%
Sole
379.68K
Shared
0.00
None
13.04K
Dutch Bros., Inc.
SOLEShares656.09K
TypeSH
Market value$47.11M
0.97%
Sole
656.09K
Shared
0.00
None
0.00
Clean Harbors, Inc.
SOLEShares153.47K
TypeSH
Market value$45.85M
0.95%
Sole
146.22K
Shared
0.00
None
7.26K
Solaris Energy Infrastructur
SOLEShares564.58K
TypeSH
Market value$45.43M
0.94%
Sole
548.70K
Shared
0.00
None
15.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Credo Technology GroupSOLE | COM | 1.01M | SH | $275.60M 5.69% | 990.60K | 0.00 | 22.83K |
Applied Optoelectronics Inc.SOLE | COM | 1.79M | SH | $265.37M 5.48% | 1.78M | 0.00 | 11.94K |
DigitalOcean Holdings, Inc.SOLE | COM | 930K | SH | $146.04M 3.02% | 898.28K | 0.00 | 31.72K |
Silicon Motion Techn ADRSOLE | COM | 316.35K | SH | $105.45M 2.18% | 316.35K | 0.00 | 0.00 |
Ultra Clean HoldingsSOLE | COM | 647.28K | SH | $92.30M 1.91% | 646.38K | 0.00 | 900.00 |
SharkNinja, Inc.SOLE | COM | 593.50K | SH | $90.37M 1.87% | 578.70K | 0.00 | 14.80K |
SiTime CorporationSOLE | COM | 119.50K | SH | $89.10M 1.84% | 119.50K | 0.00 | 0.00 |
BrightSpring Health ServicesSOLE | COM | 1.19M | SH | $82.66M 1.71% | 1.18M | 0.00 | 1.01K |
Hinge Health, Inc.SOLE | COM | 855.48K | SH | $71.00M 1.47% | 852.67K | 0.00 | 2.81K |
Rambus, IncSOLE | COM | 527.02K | SH | $69.96M 1.45% | 511.69K | 0.00 | 15.33K |
Macom Technology SolutionsSOLE | COM | 179.36K | SH | $68.22M 1.41% | 171.34K | 0.00 | 8.02K |
Lumentum Hldgs, Inc.SOLE | COM | 72.19K | SH | $61.94M 1.28% | 66.43K | 0.00 | 5.75K |
Lattice Semiconductor CorporatSOLE | COM | 391.82K | SH | $59.93M 1.24% | 386.29K | 0.00 | 5.53K |
Nova Ltd.SOLE | COM | 108.67K | SH | $59.00M 1.22% | 108.49K | 0.00 | 185.00 |
Carpenter Technology Corp.SOLE | COM | 93.27K | SH | $57.53M 1.19% | 93.15K | 0.00 | 121.00 |
Frontdoor, Inc.SOLE | COM | 719.06K | SH | $55.79M 1.15% | 716.10K | 0.00 | 2.96K |
Everus Construction GroupSOLE | COM | 328.18K | SH | $54.46M 1.13% | 328.18K | 0.00 | 0.00 |
Veracyte, Inc.SOLE | COM | 877.73K | SH | $51.55M 1.07% | 872.06K | 0.00 | 5.67K |
Powell Industries Inc.SOLE | COM | 179.52K | SH | $51.41M 1.06% | 179.52K | 0.00 | 0.00 |
Life Time Holdings, Inc.SOLE | COM | 1.19M | SH | $48.58M 1.00% | 1.19M | 0.00 | 1.12K |
Rush Street Interactive, Inc.SOLE | COM | 1.63M | SH | $48.41M 1.00% | 1.56M | 0.00 | 65.08K |
Mercury Systems, Inc.SOLE | COM | 392.72K | SH | $48.04M 0.99% | 379.68K | 0.00 | 13.04K |
Dutch Bros., Inc.SOLE | COM | 656.09K | SH | $47.11M 0.97% | 656.09K | 0.00 | 0.00 |
Clean Harbors, Inc.SOLE | COM | 153.47K | SH | $45.85M 0.95% | 146.22K | 0.00 | 7.26K |
Solaris Energy InfrastructurSOLE | COM | 564.58K | SH | $45.43M 0.94% | 548.70K | 0.00 | 15.88K |
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