AIGH Capital Management LLC

CIK

1835943

Location

BALTIMORE, MD

Portfolio Value

Small $544,623,565

Diversification

Diversified

Filing Date

Global Rank

#2,194 / 8,232 ▲ 901

Top Industry

Computer Hardware 23.3%

3Y Alpha vs SPY

+20.6%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+182.6%

SPY

+76.3%

Annualised alpha

+20.6%

Max drawdown

−31.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.3%

+3.6 pts

Top 5

46.7%

+0.7 pts

Top 10

63.5%

−5.6 pts

HHI

834

Diversified+94

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	58.0%	$316,145,116	14
Healthcare	35.9%	$195,340,264	24
Industrials	6.1%	$33,138,185	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
ABEO	Abeona Therapeutics Inc.	+1,100,000	3,100,000	$13,888,000
LRMR	Larimar Therapeutics, Inc.	+1,000,000	3,000,000	$13,499,999
RNXT	RenovoRx, Inc.	+872,303	3,706,197	$3,743,258
VNDA	Vanda Pharmaceuticals Inc.	+751,569	2,750,000	$19,002,499
IPWR	Ideal Power Inc.	+689,707	1,181,696	$3,344,198
APRE	Aprea Therapeutics, Inc.	+645,000	1,015,541	$774,857
ELUT	Elutia Inc.	+527,065	3,595,250	$3,775,012
KYTX	Kyverna Therapeutics, Inc.	+500,000	2,000,000	$17,259,999
FENC	Fennec Pharmaceuticals Inc.	+400,000	1,981,501	$12,186,230
ESPR	Esperion Therapeutics, Inc.	+400,000	4,400,000	$12,055,999
IDN	Intellicheck, Inc.	+303,815	1,517,249	$10,605,570
PYPD	PolyPid Ltd.	+250,615	1,593,587	$6,979,910
SMTK	SmartKem, Inc.	+220,449	895,449	$204,161
QNRX	Quoin Pharmaceuticals, Ltd.	+1,677	51,000	$336,600
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
LPTH	Lightpath Technologies Inc	−930,738	100,000	$1,003,000
LASR	Nlight, Inc.	−260,103	340,000	$19,386,799
BKTI	BK Technologies Corp	−178,838	32,615	$2,434,056
SNDK	Sandisk Corp	−80,000	200,000	$127,067,999
CSTL	Castle Biosciences Inc	−34,118	590,601	$14,499,254
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
ZM	Zoom Communications, Inc.	700,000	$56,273,000
TYGO	Tigo Energy, Inc.	7,280,312	$27,373,972
SIMO	Silicon Motion Technology CORP	200,000	$22,458,000
ZBRA	Zebra Technologies Corp	100,000	$20,908,000
GNRC	Generac Holdings Inc.	90,000	$17,579,699
APPS	Digital Turbine, Inc.	4,895,772	$14,099,822
RRX	Regal Rexnord Corp	75,000	$14,044,499
ZVRA	Zevra Therapeutics, Inc.	1,200,000	$11,183,999
BDSX	Biodesix Inc	758,328	$10,995,756
VSTM	Verastem, Inc.	2,000,000	$10,599,999
TARA	Protara Therapeutics, Inc.	1,622,733	$8,454,438
VUZI	Vuzix Corp	3,295,754	$7,613,190
WATT	Energous Corp	215,000	$3,373,349
LPCN	Lipocine Inc.	200,000	$1,598,000
INVE	Identiv, Inc.	409,186	$1,513,987
RGNT	Regentis Biomaterials Ltd.	300,000	$916,499
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
DAWN	Day One Biopharmaceuticals, Inc.	1,992,021	$18,565,635
DOMO	Domo, Inc.	1,837,762	$15,492,333
ARQ	Arq, Inc.	2,273,092	$7,433,010
ARDX	Ardelyx, Inc.	1,150,000	$6,704,499
BYRN	Byrna Technologies Inc.	394,906	$6,630,471
GRCE	Grace Therapeutics, Inc.	907,217	$3,138,970
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $544,623,565 total · as of Mar 31, 2026

All sectors Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDK	Sandisk Corp Technology	Reduced	200,000	-80,000	$127,067,999	+91.2%	23.33%
ZM	Zoom Communications, Inc. Technology	NEW	700,000	NEW	$56,273,000	NEW	10.33%
TYGO	Tigo Energy, Inc. Technology	NEW	7,280,312	NEW	$27,373,972	NEW	5.03%
SIMO	Silicon Motion Technology CORP Technology	NEW	200,000	NEW	$22,458,000	NEW	4.12%
ZBRA	Zebra Technologies Corp Technology	NEW	100,000	NEW	$20,908,000	NEW	3.84%
LASR	Nlight, Inc. Technology	Reduced	340,000	-260,103	$19,386,799	−13.9%	3.56%
VNDA	Vanda Pharmaceuticals Inc. Healthcare	Added	2,750,000	+751,569	$19,002,499	+7.8%	3.49%
PSNL	Personalis, Inc. Healthcare	Held	2,900,000	0	$18,472,999	−20.0%	3.39%
GNRC	Generac Holdings Inc. Industrials	NEW	90,000	NEW	$17,579,699	NEW	3.23%
KYTX	Kyverna Therapeutics, Inc. Healthcare	Added	2,000,000	+500,000	$17,259,999	+22.4%	3.17%
CSTL	Castle Biosciences Inc Healthcare	Reduced	590,601	-34,118	$14,499,254	−40.3%	2.66%
APPS	Digital Turbine, Inc. Technology	NEW	4,895,772	NEW	$14,099,822	NEW	2.59%
RRX	Regal Rexnord Corp Industrials	NEW	75,000	NEW	$14,044,499	NEW	2.58%
ABEO	Abeona Therapeutics Inc. Healthcare	Added	3,100,000	+1,100,000	$13,888,000	+31.8%	2.55%
LRMR	Larimar Therapeutics, Inc. Healthcare	Added	3,000,000	+1,000,000	$13,499,999	+77.2%	2.48%
FENC	Fennec Pharmaceuticals Inc. Healthcare	Added	1,981,501	+400,000	$12,186,230	+0.1%	2.24%
ESPR	Esperion Therapeutics, Inc. Healthcare	Added	4,400,000	+400,000	$12,055,999	−18.5%	2.21%
ZVRA	Zevra Therapeutics, Inc. Healthcare	NEW	1,200,000	NEW	$11,183,999	NEW	2.05%
BDSX	Biodesix Inc Healthcare	NEW	758,328	NEW	$10,995,756	NEW	2.02%
IDN	Intellicheck, Inc. Technology	Added	1,517,249	+303,815	$10,605,570	+30.8%	1.95%
VSTM	Verastem, Inc. Healthcare	NEW	2,000,000	NEW	$10,599,999	NEW	1.95%
TARA	Protara Therapeutics, Inc. Healthcare	NEW	1,622,733	NEW	$8,454,438	NEW	1.55%
VUZI	Vuzix Corp Technology	NEW	3,295,754	NEW	$7,613,190	NEW	1.40%
PYPD	PolyPid Ltd. Healthcare	Added	1,593,587	+250,615	$6,979,910	+19.8%	1.28%
APYX	Apyx Medical Corp Healthcare	Held	1,104,970	0	$4,077,338	+5.4%	0.75%
COYA	Coya Therapeutics, Inc. Healthcare	Held	975,404	0	$3,843,090	−32.1%	0.71%
ELUT	Elutia Inc. Healthcare	Added	3,595,250	+527,065	$3,775,012	+77.5%	0.69%
RNXT	RenovoRx, Inc. Healthcare	Added	3,706,197	+872,303	$3,743,258	+57.2%	0.69%
TLPH	Talphera, Inc. Healthcare	Held	4,661,502	0	$3,496,125	−34.2%	0.64%
WATT	Energous Corp Technology	NEW	215,000	NEW	$3,373,349	NEW	0.62%
IPWR	Ideal Power Inc. Technology	Added	1,181,696	+689,707	$3,344,198	+120.0%	0.61%
NRXS	Neuraxis, INC Healthcare	Held	400,000	0	$2,960,000	+63.0%	0.54%
BKTI	BK Technologies Corp Technology	Reduced	32,615	-178,838	$2,434,056	−84.6%	0.45%
LPCN	Lipocine Inc. Healthcare	NEW	200,000	NEW	$1,598,000	NEW	0.29%
INVE	Identiv, Inc. Industrials	NEW	409,186	NEW	$1,513,987	NEW	0.28%
LPTH	Lightpath Technologies Inc Technology	Reduced	100,000	-930,738	$1,003,000	−91.0%	0.18%
RGNT	Regentis Biomaterials Ltd. Healthcare	NEW	300,000	NEW	$916,499	NEW	0.17%
APRE	Aprea Therapeutics, Inc. Healthcare	Added	1,015,541	+645,000	$774,857	+145.2%	0.14%
BFRI	Biofrontera Inc. Healthcare	Held	915,210	0	$740,404	+41.9%	0.14%
QNRX	Quoin Pharmaceuticals, Ltd. Healthcare	Added	51,000	+1,677	$336,600	−52.7%	0.06%
SMTK	SmartKem, Inc. Technology	Added	895,449	+220,449	$204,161	−71.6%	0.04%