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AWM Investment Company, Inc.

Location
NEW YORK, NY
Portfolio Value
Mid $1,143,727,914
Diversification
Diversified
Filing Date
Global Rank
#1,810 / 8,700 â–² 639
Top Industry
Semiconductors 14.1%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020

Portfolio Concentration

104 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
5.7%
−0.9 pts
Top 5
21.5%
−5.8 pts
Top 10
37.5%
−4.4 pts
HHI
228
Sep 2023 → Jun 2026 · range 204 – 326
Diversified−41

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 44.8% $512,172,551
Healthcare 26.6% $304,166,967
Industrials 14.4% $164,482,256
Consumer Cyclical 4.8% $55,161,637
Consumer Defensive 2.7% $30,445,991
Communication Services 2.3% $26,524,416
Basic Materials 2.2% $24,932,540
Financial Services 1.5% $16,950,918
Energy 0.8% $8,890,638

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +22,500 222,500 $4,728,125

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
20 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
12 positions
Ticker Shares Value Open
— 2,255,940 $563,985
— 779,299 $0

Portfolio Positions

Export CSV View 13F filing
104 tracked positions · $1,143,727,914 total · filing declares 106 positions · $1,152,383,034 · as of Jun 30, 2026
Showing 1–50 of 104 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
3,826,892 $19,899,838 1.74%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.