account_balance
Investment manager · 13F filer · SEC CIK 201772
Essex Investment Management CO LLC
Reported value$763Mas of Jun 30, 2026
Positions306 27 new, 26 sold out
Top 10 weight20%TSEM alone is 4%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSEM
Tower Semiconductor Ltd
3.6%Trimmed
LINC
Lincoln Edl Svcs Corp
2.2%Trimmed
KNSA
Kiniksa Pharmaceuticals Intl P
2.0%Trimmed
OUST
Ouster INC
1.9%Added
LGND
Ligand Pharmaceuticals INC
1.8%Trimmed
CECO
Ceco Environmental Corp
1.8%Trimmed
STRL
Sterling Infrastructure INC
1.8%Trimmed
AIP
Arteris INC
1.8%Trimmed
MIRM
Mirum Pharmaceuticals INC
1.6%Trimmed
AGX
Argan INC
1.6%Trimmed
296 others
79.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed