Institutions / Essex Investment Management Co LLC
Essex Investment Management Co LLC
CIK 201772 · Institution · as of Dec 31, 2025
Portfolio value
$655.94M
Positions
306
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 306 →
| Company | Value | % of portfolio |
|---|---|---|
| Tower Semiconductor Ltd | $22.62M | 3.4% |
| Kratos Defense & Security Solutions Inc | $14.44M | 2.2% |
| Sterling Infrastructure, Inc. | $13.68M | 2.1% |
| HCI Group Inc. | $11.35M | 1.7% |
| Ligand Pharmaceuticals Inc | $11.35M | 1.7% |
| Insmed Inc | $10.86M | 1.7% |
| Kiniksa Pharmaceuticals International, plc | $10.35M | 1.6% |
| Globalstar, Inc.GSAT | $10.22M | 1.6% |
| Adaptive Biotechnologies Corp | $10.14M | 1.5% |
| Apple Inc. | $9.48M | 1.4% |
| Lincoln Educational Services Corporation | $9.39M | 1.4% |
| Ceco Environmental CorpCECO | $9.24M | 1.4% |
| Graham Corp | $9.04M | 1.4% |
| Mirum Pharmaceuticals, Inc. | $8.79M | 1.3% |
| Leonardo DRS, Inc.DRS | $8.76M | 1.3% |
| Argan, Inc. | $8.66M | 1.3% |
| Microsoft Corp | $8.52M | 1.3% |
| Willdan Group, Inc. | $7.97M | 1.2% |
| The Goldman Sachs Group, Inc. | $7.61M | 1.2% |
| Tetra Technologies Inc | $7.12M | 1.1% |
| Mirion Technologies, Inc. | $7.10M | 1.1% |
| Exzeo Group, Inc.XZO | $7.06M | 1.1% |
| AvePoint, Inc. | $7.06M | 1.1% |
| Agnico Eagle Mines Ltd | $6.78M | 1.0% |
| Amazon.com Inc | $6.66M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.