OBERWEIS ASSET MANAGEMENT INC/
Top Portfolio Positions
174 positions ·
$3,370,979,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
2,349,969 | $198,783,877 | 5.90% |
| LITE |
Lumentum Holdings Inc.
Technology
|
266,222 | $187,090,172 | 5.55% |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
1,021,968 | $95,932,136 | 2.85% |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
927,505 | $79,561,378 | 2.36% |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
599,970 | $63,536,823 | 1.88% |
| NVMI |
Nova Ltd.
Technology
|
137,955 | $59,911,097 | 1.78% |
| DAN |
DANA Inc
Consumer Cyclical
|
1,611,500 | $54,226,975 | 1.61% |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
1,158,970 | $49,383,711 | 1.46% |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
215,886 | $47,941,804 | 1.42% |
| RMBS |
Rambus Inc
Technology
|
526,316 | $45,278,965 | 1.34% |
Portfolio Trend
Holdings in QTWO
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,665,951 | 394,629 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,307,817 | 336,860 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,156,701 | 292,260 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $27,329,215 | 292,010 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,441,629 | 242,990 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,725,725 | 116,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,944,294 | 99,590 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,074,356 | 84,110 | Shares | Sole | 2024-08-14 | |
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