§ 13F · FUND PROFILE
ESSEX INVESTMENT MANAGEMENT CO LLC.
AUM · $763M (13F)Positions · 306Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 106K | $28M | 3.6% | −9% |
| 2 | LINC | LINCOLN EDL SVCS CORP | 340K | $17M | 2.2% | −4% |
| 3 | KNSA | KINIKSA PHARMACEUTICALS INTL P | 241K | $15M | 2.0% | −3% |
| 4 | OUST | OUSTER INC | 226K | $14M | 1.9% | +22% |
| 5 | LGND | LIGAND PHARMACEUTICALS INC | 44K | $14M | 1.8% | −25% |
| 6 | CECO | CECO ENVIRONMENTAL CORP | 150K | $14M | 1.8% | −4% |
| 7 | STRL | STERLING INFRASTRUCTURE INC | 16K | $14M | 1.8% | −50% |
| 8 | AIP | ARTERIS INC | 278K | $13M | 1.8% | −4% |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | 106K | $12M | 1.6% | −2% |
| 10 | AGX | ARGAN INC | 15K | $12M | 1.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
ESSEX INVESTMENT MANAGEMENT CO LLC is a Other fund managing $763 million in assets. The fund runs a broad portfolio of 306 positions.
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