Institutions / OBERWEIS ASSET MANAGEMENT INC / Holdings

Oberweis Asset Management Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
LUMENTUM HLDGS INC	—	$103.55M	280,930	3.8%
Credo Technology Group Holding Ltd	—	$97.18M	675,388	3.6%
APPLIED OPTOELECTRONICS, INC.	—	$71.10M	2,039,641	2.6%
SharkNinja, Inc.	—	$58.89M	526,310	2.2%
Ambarella Inc	—	$43.77M	617,860	1.6%
RAMBUS INC	—	$42.46M	462,100	1.6%
SKYWEST INC	—	$38.38M	382,220	1.4%
Encompass Health Corp	—	$38.10M	358,971	1.4%
SITIME Corp	—	$37.58M	106,396	1.4%
DigitalOcean Holdings, Inc.	—	$37.48M	778,830	1.4%
NOVA LTD	—	$37.20M	113,285	1.4%
Frontdoor, Inc.	—	$35.24M	610,860	1.3%
BrightSpring Health Services, Inc.	—	$34.00M	908,000	1.2%
MACOM Technology Solutions Holdings, Inc.	—	$30.65M	178,960	1.1%
VERACYTE INC	—	$30.60M	726,740	1.1%
MERCURY SYSTEMS INC	—	$30.23M	414,040	1.1%
FLOWSERVE CORP	—	$28.44M	409,941	1.0%
Life Time Group Holdings, Inc.	—	$28.16M	1,059,300	1.0%
Waystar Holding Corp.	—	$27.53M	840,600	1.0%
Rush Street Interactive, Inc.	—	$27.43M	1,411,710	1.0%
CLEAN HARBORS INC	—	$27.40M	116,870	1.0%
CARPENTER TECHNOLOGY CORP	—	$26.01M	82,611	1.0%
TUTOR PERINI CORP	—	$25.95M	387,200	0.9%
OSI Systems Inc	—	$25.86M	101,400	0.9%
GeneDx Holdings Corp.	—	$25.85M	198,770	0.9%
PEGASYSTEMS INC	—	$25.37M	424,840	0.9%
Freshworks Inc.	—	$25.17M	2,054,470	0.9%
Dutch Bros Inc.	—	$24.76M	404,500	0.9%
Genpact Ltd	—	$24.40M	521,602	0.9%
Q2 Holdings, Inc.	—	$24.31M	336,860	0.9%
IMAX CORP	—	$24.11M	652,300	0.9%
AMERICAN SUPERCONDUCTOR CORP /DE	—	$24.06M	835,900	0.9%
ICU MEDICAL INC/DE	—	$23.97M	168,040	0.9%
MERIT MEDICAL SYSTEMS INC	—	$23.69M	268,760	0.9%
Globus Medical Inc	—	$23.57M	270,000	0.9%
Arcosa, Inc.	—	$23.56M	221,600	0.9%
Arcutis Biotherapeutics, Inc.	—	$23.48M	808,400	0.9%
CAMTEK LTD.	—	$23.28M	218,880	0.9%
LATTICE SEMICONDUCTOR CORP	—	$23.15M	314,636	0.8%
AAR CORP	—	$22.58M	272,700	0.8%
Everus Construction Group, Inc.	—	$22.23M	259,800	0.8%
Silicon Motion Technology CORPSIMO	ADR	$21.91M	236,300	0.8%
URBAN OUTFITTERS INC	—	$21.55M	286,400	0.8%
AMERICAN EAGLE OUTFITTERS INC	—	$21.48M	814,500	0.8%
iRhythm Holdings, Inc.	—	$21.24M	119,700	0.8%
Alphatec Holdings, Inc.ATEC	Common Stock	$21.05M	1,000,400	0.8%
NEW YORK TIMES CO	—	$21.01M	302,700	0.8%
FirstCash Holdings, Inc.	—	$20.93M	131,300	0.8%
LEVI STRAUSS & CO	—	$20.61M	993,900	0.8%
Primoris Services Corp	—	$20.27M	163,300	0.7%