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Essex Investment Management Co LLC

All holdings · as of Dec 31, 2025

306 positions

CompanyClassValueShares% of portfolio
TOWER SEMICONDUCTOR LTD—$22.62M192,6283.4%
Kratos Defense & Security Solutions Inc—$14.44M190,1942.2%
STERLING INFRASTRUCTURE, INC.—$13.68M44,6852.1%
HCI Group Inc.—$11.35M59,2091.7%
LIGAND PHARMACEUTICALS INC—$11.35M60,0201.7%
INSMED INC—$10.86M62,4231.7%
Kiniksa Pharmaceuticals International, plc—$10.35M250,9751.6%
Globalstar, Inc.GSATCommon Stock$10.22M167,3891.6%
Adaptive Biotechnologies Corp—$10.14M624,2171.5%
Apple Inc.—$9.48M34,8681.4%
LINCOLN EDUCATIONAL SERVICES CORPORATION—$9.39M388,8191.4%
CECO ENVIRONMENTAL CORPCECOCommon Stock$9.24M154,4571.4%
GRAHAM CORP—$9.04M140,6911.4%
Mirum Pharmaceuticals, Inc.—$8.79M111,3101.3%
Leonardo DRS, Inc.DRSCommon Stock$8.76M256,8621.3%
Argan, Inc.—$8.66M27,6281.3%
MICROSOFT CORP—$8.52M17,6131.3%
Willdan Group, Inc.—$7.97M76,9211.2%
THE GOLDMAN SACHS GROUP, INC.—$7.61M8,6591.2%
TETRA TECHNOLOGIES INC—$7.12M760,3931.1%
Mirion Technologies, Inc.—$7.10M303,3521.1%
Exzeo Group, Inc.XZOCommon Stock$7.06M291,0761.1%
AvePoint, Inc.—$7.06M508,0141.1%
AGNICO EAGLE MINES LTD—$6.78M40,0221.0%
Amazon.com Inc—$6.66M28,8331.0%
Beta Bionics, Inc.—$6.64M217,7961.0%
Primoris Services Corp—$6.33M50,9811.0%
EverQuote, Inc.—$6.25M231,4241.0%
ADVANCED DRAINAGE SYSTEMS, INC.—$6.20M42,8350.9%
AMERICAN SUPERCONDUCTOR CORP /DE—$6.19M215,1540.9%
Travere Therapeutics, Inc.—$6.06M158,7090.9%
UNIVERSAL INSURANCE HOLDINGS, INC.—$6.00M177,3740.9%
Ambarella Inc—$5.94M83,8430.9%
Brainsway Ltd.—$5.79M304,1800.9%
Xeris Biopharma Holdings, Inc.—$5.77M734,5320.9%
GE Vernova Inc.—$5.62M8,6030.9%
Salesforce Inc—$5.05M19,0800.8%
PATRICK INDUSTRIES INC—$4.98M45,9410.8%
LSI INDUSTRIES INC—$4.93M269,2480.8%
FREQUENCY ELECTRS INC—$4.92M91,3800.8%
PEGASYSTEMS INC—$4.74M79,4240.7%
Crexendo, Inc.CXDOCommon Stock$4.72M729,8770.7%
BWX Technologies, Inc.—$4.71M27,2470.7%
Ocular Therapeutix, Inc—$4.68M385,8250.7%
AngioDynamics, Inc.—$4.63M360,5440.7%
MAMAS CREATIONS INC—$4.53M335,6240.7%
Guidewire Software, Inc.—$4.53M22,5140.7%
Globus Medical Inc—$4.49M51,4090.7%
Orion Group Holdings Inc—$4.47M449,7610.7%
WINNEBAGO INDUSTRIES INC—$4.44M109,4900.7%
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