APIS CAPITAL ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1386892 · latest 13F-HR filed 2026-05-15

APIS CAPITAL ADVISORS, LLC manages $648.3M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ARIS (10.04%), CELC (9.07%), GTX (7.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 12, added to 14, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$648.3M

Long-equity book

Holdings

52

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+21 / −12 / ↑14 / ↓12

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ARIS MINING CORPORATION$25.8M +65.5%
  • GARRETT MOTION INC$9.6M +24.6%
  • NLIGHT INC$9.4M +100.0%
  • SSR MINING IN$8.5M +26.2%
  • SILICON MOTION TECHNOLOGY CO$8.1M +41.0%
Show all 14

Top Trims

  • TALEN ENERGY CORP-$7.1M -21.9%
  • SHARKNINJA INC-$5.4M -22.9%
  • HALLADOR ENERGY COMPANY-$3.7M -21.5%
  • SYNDAX PHARMACEUTICALS INC-$2.4M -15.5%
  • SEAGATE TECHNOLOGY HLDNGS PL-$2.1M -8.2%
Show all 12

New Positions

  • VISTA ENERGY S.A.B. DE C.V.$17.4M
  • BROOKDALE SR LIVING INC$13.4M
  • ANAPTYSBIO INC$13.2M
  • V2X INC$12.8M
  • ON SEMICONDUCTOR CORP$12.3M
Show all 21

Exited Positions

  • NEW GOLD INC CDA$25.0M
  • ANI PHARMACEUTICALS INC$15.5M
  • MAGNITE INC$9.8M
  • TRAVERE THERAPEUTICS INC$7.1M
  • CELESTICA INC$7.0M
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ARIS MINING CORPORATION ARIS 04040Y109 $65.1M 10.04% 2,518,968 SH
2 CELCUITY INC CELC 15102K100 $58.8M 9.07% 515,000 SH
3 GARRETT MOTION INC GTX 366505105 $48.4M 7.47% 2,665,350 SH
4 SSR MINING IN SSRM 784730103 $41.0M 6.32% 1,394,000 SH
5 SANDISK CORP SNDK 80004C200 $31.1M 4.80% 49,000 SH
6 WESTERN DIGITAL CORP WDC 958102105 $29.6M 4.57% 109,600 SH
7 SILICON MOTION TECHNOLOGY CO SIMO 82706C108 $28.0M 4.32% 249,200 SH
8 TALEN ENERGY CORP TLN 87422Q109 $25.5M 3.94% 80,000 SH
9 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $23.3M 3.60% 59,600 SH
10 TURNING PT BRANDS INC TPB 90041L105 $22.0M 3.40% 254,000 SH
11 CELLEBRITE DI LTD CLBT M2197Q107 $19.0M 2.93% 1,380,000 SH
12 NLIGHT INC LASR 65487K100 $18.8M 2.90% 330,000 SH
13 SHARKNINJA INC SN G8068L108 $18.1M 2.79% 171,000 SH
14 VISTA ENERGY S.A.B. DE C.V. VIST 92837L109 $17.4M 2.68% 230,000 SH
15 TOAST INC TOST 888787108 $16.7M 2.58% 630,000 SH
16 ABIVAX SA ABVX 00370M103 $14.3M 2.21% 128,800 SH
17 HALLADOR ENERGY COMPANY HNRG 40609P105 $13.7M 2.11% 839,000 SH
18 BROOKDALE SR LIVING INC BKD 112463104 $13.4M 2.07% 980,000 SH
19 ANAPTYSBIO INC ANAB 032724106 $13.2M 2.04% 238,000 SH
20 SYNDAX PHARMACEUTICALS INC SNDX 87164F105 $12.8M 1.98% 550,000 SH
21 V2X INC VVX 92242T101 $12.8M 1.98% 187,000 SH
22 ON SEMICONDUCTOR CORP ON 682189105 $12.3M 1.89% 198,000 SH
23 PEABODY ENGR CORP BTU 704551100 $11.5M 1.78% 350,000 SH
24 LIQUIDIA CORPORATION LQDA 53635D202 $11.2M 1.72% 296,000 SH
25 PALVELLA THERAPEUTICS INC NE PVLA 697947109 $11.1M 1.71% 89,000 SH
26 SITIME CORP SITM 82982T106 $9.5M 1.46% 27,400 SH
27 HINGE HEALTH INC HNGE 433313103 $8.1M 1.25% 211,000 SH
28 ADDUS HOMECARE CORP ADUS 006739106 $7.4M 1.14% 79,000 SH
29 FREQUENCY ELECTRS INC FEIM 358010106 $3.8M 0.59% 85,953 SH
30 ALMONTY INDS INC ALM 020398707 $3.5M 0.54% 240,000 SH
31 ARTERIS INC AIP 04302A104 $3.1M 0.48% 190,000 SH
32 LIGHTPATH TECHNOLOGIES INC LPTH 532257805 $2.8M 0.43% 276,000 SH
33 AELUMA INC ALMU 00776X109 $2.7M 0.42% 206,000 SH
34 APPLIED OPTOELECTRONICS INC AAOI 03823U102 $2.6M 0.40% 30,921 SH
35 AMPRIUS TECHNOLOGIES INC AMPX 03214Q108 $1.8M 0.28% 108,000 SH
36 EVOLV TECHNOLOGIES HLDNGS IN EVLV 30049H102 $1.8M 0.28% 300,000 SH
37 HIMAX TECHNOLOGIES INC HIMX 43289P106 $1.6M 0.24% 200,000 SH
38 SOLID BIOSCIENCES INC SLDB 83422E204 $1.2M 0.18% 160,000 SH
39 DYADIC INTL INC DEL DYAI 26745T101 $1.0M 0.16% 1,270,972 SH
40 COMSTOCK INC LODE 205750409 $915.0K 0.14% 300,000 SH
41 SUPERCOM LTD NEW SPCB M87095309 $861.3K 0.13% 110,000 SH
42 CULLINAN THERAPEUTICS INC CGEM 230031106 $852.6K 0.13% 60,000 SH
43 M-TRON INDS INC MPTI 55380K109 $802.2K 0.12% 12,000 SH
44 ANTERIX INC ATEX 03676C100 $753.9K 0.12% 19,740 SH
45 VUZIX CORP VUZI 92921W300 $739.2K 0.11% 320,000 SH
46 TRISALUS LIFE SCIENCES INC TLSI 89680M101 $720.0K 0.11% 180,000 SH
47 MOBILICOM LTD MOB Q6297L120 $688.3K 0.11% 133,916 SH
48 VELO3D INC VELO 92259N302 $638.5K 0.10% 68,000 SH
49 CONTANGO SILVER & GOLD INC CTGO 21077F100 $403.5K 0.06% 21,521 SH
50 IPERIONX LTD IPX 44916E100 $364.6K 0.06% 14,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $648.3M 52 0001420506-26-001043
2025-12-31 2026-02-17 $573.9M 43 0001420506-26-000541
2025-09-30 2025-11-14 $452.7M 49 0001420506-25-003431