Institutions / Archon Capital Management LLC

Archon Capital Management LLC

CIK 1398825 · Institution · as of Mar 31, 2026
Portfolio value
$177.21M
Positions
45
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$177.21M+0.8%
$177.21M$176.49M$175.76MQ4 '25Q1 '26

Positions

45-6.3%
484745Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 45 →
CompanyClassValueShares% of portfolio
Bandwidth Inc$10.39M583,1225.9%
Apyx Medical CorpAPYXCommon Stock$10.30M2,790,9235.8%
Savers Value Village, Inc.SVVCommon Stock$9.65M1,297,1835.4%
Braze, Inc.$9.51M402,7475.4%
Omada Health, Inc.OMDACommon Stock$9.11M725,1205.1%
Satellogic Inc.$8.96M1,647,6875.1%
Teradata Corp /De$8.87M346,2325.0%
Tenable Holdings, Inc.$8.78M519,0025.0%
Stitch Fix, Inc.$8.27M2,498,9254.7%
Oceaneering International Inc$7.38M208,0004.2%
Mercury Systems Inc$6.99M95,8143.9%
Mitek Systems Inc$5.28M390,7853.0%
M-tron Industries, Inc.MPTICommon Stock$5.23M78,2333.0%
Lsi Industries Inc$4.90M263,4802.8%
Target Hospitality Corp.THCommon Stock$4.06M437,8852.3%
ThredUp Inc.$4.06M1,238,1252.3%
Materialise NV$3.67M742,7222.1%
Elastic N.V.$3.60M72,0002.0%
Orion Group Holdings Inc$3.48M318,9802.0%
TheRealReal, Inc.$2.99M329,0751.7%
Vishay Precision Group, Inc.$2.91M66,9281.6%
Kopin Corp$2.88M1,279,7371.6%
KORU Medical Systems, Inc.KRMDCommon Stock$2.78M642,9231.6%
Proto Labs Inc$2.77M48,5001.6%
Cryoport, Inc.$2.69M325,2681.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewSatellogic Inc.
Common stock
$8.96M+1.6M
1,647,687
5.06% of portfolio
medium
Q1 2026
as of
NewTenable Holdings, Inc.
Common stock
$8.78M+519K
519,002
4.95% of portfolio
medium
Q1 2026
as of
ExitBW
Babcock & Wilcox Enterprises, Inc.
Common Stock
$-8.40M-1.3M
-100.00%
0
medium
Q1 2026
as of
NewOceaneering International Inc
Common stock
$7.38M+208K
208,000
4.16% of portfolio
medium
Q1 2026
as of
ExitEzcorp Inc
Common stock
$-7.14M-367K
-100.00%
0
medium
Q1 2026
as of
Exit679369108
Common stock
$-5.99M-4.5M
-100.00%
0
medium
Q1 2026
as of
ExitHealthcare Services Group Inc
Common stock
$-4.76M-249K
-100.00%
0
low
Q1 2026
as of
AddBraze, Inc.
Common stock
$4.21M+178K
+79.44%
402,747
5.37% of portfolio
low
Q1 2026
as of
NewTH
Target Hospitality Corp.
Common Stock
$4.06M+438K
437,885
2.29% of portfolio
low
Q1 2026
as of
AddStitch Fix, Inc.
Common stock
$3.42M+1.0M
+70.33%
2,498,925
4.67% of portfolio
low