AMH Equity Ltd
CIK 1600535 · Holdings on Dec 31, 2023 · First reported Feb 2, 2024
Top ten holdings
Q4 2023- TWIN12.99%
- HBIO12.40%
- LUNA11.54%
- ORN9.82%
- LTRX8.30%
- CNDT6.26%
- UEIC4.03%
- ARW3.93%
- THR3.84%
- LPTH3.81%
Share classes counted separately76.92%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TWINTWIN DISC INC View history and evidence | $12.12M | 12.99% | 749.98K shares | — | ↗▾ | |
| 02 | HBIOHARVARD BIOSCIENCE INC View history and evidence | $11.57M | 12.40% | 2.16M shares | — | ↗▾ | |
| 03 | LUNALUNA INNOVATIONS INC View history and evidence | $10.77M | 11.54% | 1.62M shares | — | ↗▾ | |
| 04 | ORNORION GROUP HOLDINGS INC View history and evidence | $9.16M | 9.82% | 1.85M shares | — | ↗▾ | |
| 05 | LTRXLANTRONIX INCCOM NEW View history and evidence | $7.74M | 8.30% | 1.32M shares | — | ↗▾ | |
| 06 | CNDTCONDUENT INC View history and evidence | $5.84M | 6.26% | 1.60M shares | — | ↗▾ | |
| 07 | UEICUNIVERSAL ELECTRONICS INC View history and evidence | $3.76M | 4.03% | 400.00K shares | — | ↗▾ | |
| 08 | ARWARROW ELECTRONICS INC View history and evidence | $3.67M | 3.93% | 30.00K shares | — | ↗▾ | |
| 09 | THRTHERMON GROUP HOLDINGS INC View history and evidence | $3.58M | 3.84% | 110.00K shares | — | ↗▾ | |
| 10 | LPTHLIGHTPATH TECHNOLOGIES INC-ACOM CL A View history and evidence | $3.55M | 3.81% | 2.82M shares | — | ↗▾ |
Options overlay 6
$18.04M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IGVISHARES EXPANDED TECH-SOFTWAEXPANDED TECH View history and evidence | Put | 20.00K | $8.11M | ▾ | |
XLISS INDUSTRIAL SELECT SECTORINDL View history and evidence | Put | 50.00K | $5.70M | ▾ | |
JNPJUNIPER NETWORKS INC View history and evidence | Call | 70.00K | $2.06M | ▾ |
3 / 6 options · preview only
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VSH VISHAY INTERTECHNOLOGY INC | Non-derivative | — | — | SEC filing ↗ | |
| TXN TEXAS INSTRUMENTS INC | Non-derivative | — | — | SEC filing ↗ | |
| ASPN ASPEN AEROGELS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1600535 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 2, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 111347519
}Research all 35 reported holdings.
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