AMH Equity Ltd — 13F Holdings & Portfolio
CIK 1600535 · latest 13F-HR filed 2025-10-29
AMH Equity Ltd manages $80.3M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are LPTH (12.84%), AIOT (5.87%), TWIN (5.73%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 17 new positions, exited 11, added to 21, and trimmed 8.
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.
$80.3M
Long-equity book
54
Distinct positions
2025-09-30
Filed 2025-10-29
+17 / −11 / ↑21 / ↓8
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LIGHTPATH TECHNOLOGIES INC$3.9M +61.0%
- PRECIPIO INC$2.0M +657.5%
- MYRIAD GENETICS INC$1.3M +81.5%
- DIGITALOCEAN HLDGS INC$901.6K +31.6%
- INTERDIGITAL INC$537.3K +18.4%
Top Trims
- MARIS TECH LTD-$1.0M -45.1%
- UNIVERSAL ELECTRS INC-$1.0M -21.9%
- HURCO CO-$648.9K -32.3%
- NLIGHT INC-$486.5K -24.7%
- WESTPORT FUEL SYSTEMS INC-$177.9K -36.4%
New Positions
- BABCOCK & WILCOX ENTERPRISES$2.0M
- RF INDS LTD$1.8M
- ONE STOP SYS INC$1.1M
- NOVA MINERALS LTD$984.0K
- NEXXEN INTL LTD$925.0K
Exited Positions
- TERADATA CORP DEL$2.2M
- TALOS ENERGY INC$1.6M
- CENTERRA GOLD INC$1.4M
- PEGASYSTEMS INC$1.3M
- PERFORMANT HEALTHCARE INC$1.1M
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 | LIGHTPATH TECHNOLOGIES INC | LPTH | 532257805 | $10.3M | 12.84% | 1,300,000 | SH |
| 2 | POWERFLEET INC | AIOT | 73931J109 | $4.7M | 5.87% | 900,000 | SH |
| 3 | TWIN DISC INC | TWIN | 901476101 | $4.6M | 5.73% | 330,090 | SH |
| 4 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $3.8M | 4.68% | 110,000 | SH |
| 5 | UNIVERSAL ELECTRS INC | UEIC | 913483103 | $3.7M | 4.64% | 800,000 | SH |
| 6 | INTERDIGITAL INC | IDCC | 45867G101 | $3.5M | 4.30% | 10,000 | SH |
| 7 | MYRIAD GENETICS INC | MYGN | 62855J104 | $2.9M | 3.60% | 400,000 | SH |
| 8 | DUCOMMUN INC DEL | DCO | 264147109 | $2.9M | 3.59% | 30,000 | SH |
| 9 | PRECIPIO INC | PRPO | 74019L602 | $2.3M | 2.90% | 131,100 | SH |
| 10 | BABCOCK & WILCOX ENTERPRISES | BW | 05614L209 | $2.0M | 2.54% | 704,145 | SH |
| 11 | HEALTH CATALYST INC | HCAT | 42225T107 | $1.9M | 2.34% | 660,000 | SH |
| 12 | ASCENT INDUSTRIES CO | ACNT | 871565107 | $1.9M | 2.33% | 145,019 | SH |
| 13 | STRATASYS LTD | SSYS | M85548101 | $1.9M | 2.32% | 166,000 | SH |
| 14 | RF INDS LTD | RFIL | 749552105 | $1.8M | 2.29% | 223,900 | SH |
| 15 | HARVARD BIOSCIENCE INC | HBIO | 416906105 | $1.8M | 2.21% | 4,047,535 | SH |
| 16 | LINCOLN EDL SVCS CORP | LINC | 533535100 | $1.8M | 2.19% | 75,000 | SH |
| 17 | BRADY CORP | BRC | 104674106 | $1.5M | 1.90% | 19,603 | SH |
| 18 | TEAM INC | TISI | 878155308 | $1.5M | 1.86% | 90,274 | SH |
| 19 | NLIGHT INC | LASR | 65487K100 | $1.5M | 1.84% | 50,000 | SH |
| 20 | CVD EQUIP CORP | CVV | 126601103 | $1.4M | 1.74% | 416,927 | SH |
| 21 | HURCO CO | HURC | 447324104 | $1.4M | 1.70% | 78,279 | SH |
| 22 | MARIS TECH LTD | MTEK | M68057104 | $1.3M | 1.59% | 684,400 | SH |
| 23 | INTEST CORP | INTT | 461147100 | $1.3M | 1.57% | 161,711 | SH |
| 24 | ELECTROVAYA INC | ELVA | 28617B606 | $1.2M | 1.47% | 200,718 | SH |
| 25 | MATERIALISE NV | MTLS | 57667T100 | $1.2M | 1.44% | 207,661 | SH |
| 26 | ONE STOP SYS INC | OSS | 68247W109 | $1.1M | 1.33% | 200,000 | SH |
| 27 | QUINSTREET INC | QNST | 74874Q100 | $1.0M | 1.27% | 66,000 | SH |
| 28 | NOVA MINERALS LTD | NVA | 66982D104 | $984.0K | 1.23% | 60,000 | SH |
| 29 | NEXXEN INTL LTD | NEXN | M8T80P204 | $925.0K | 1.15% | 100,000 | SH |
| 30 | DMC GLOBAL INC | BOOM | 23291C103 | $845.0K | 1.05% | 100,000 | SH |
| 31 | IDEAL PWR INC | IPWR | 451622203 | $785.1K | 0.98% | 156,400 | SH |
| 32 | RICHARDSON ELECTRS LTD | RELL | 763165107 | $783.2K | 0.98% | 80,000 | SH |
| 33 | INSPIRED ENTMT INC | INSE | 45782N108 | $750.4K | 0.93% | 80,000 | SH |
| 34 | EHEALTH INC | EHTH | 28238P109 | $715.5K | 0.89% | 166,000 | SH |
| 35 | CAMBIUM NETWORKS CORP | CMBMF | G17766109 | $715.4K | 0.89% | 800,000 | SH |
| 36 | CONCRETE PUMPING HLDGS INC | BBCP | 206704108 | $705.0K | 0.88% | 100,000 | SH |
| 37 | LIGHTSPEED COMMERCE INC | LSPD | 53229C107 | $693.0K | 0.86% | 60,000 | SH |
| 38 | BROADWIND INC | BWEN | 11161T207 | $679.1K | 0.85% | 323,382 | SH |
| 39 | MEIRAGTX HLDGS PLC | MGTX | G59665102 | $658.4K | 0.82% | 80,000 | SH |
| 40 | CLEARFIELD INC | CLFD | 18482P103 | $639.5K | 0.80% | 18,600 | SH |
| 41 | DXC TECHNOLOGY CO Call | DXC | 23355L106 | $545.2K | 0.68% | 40,000 | SH |
| 42 | VIEMED HEALTHCARE INC | VMD | 92663R105 | $543.2K | 0.68% | 80,000 | SH |
| 43 | COLLPLANT BIOTECHNOLOGIES LT | CLGN | M2R51X116 | $538.0K | 0.67% | 200,000 | SH |
| 44 | DARE BIOSCIENCE INC | DARE | 23666P200 | $488.0K | 0.61% | 232,373 | SH |
| 45 | MILESTONE PHARMACEUTICALS IN | MIST | 59935V107 | $463.3K | 0.58% | 231,671 | SH |
| 46 | ORCHESTRA BIOMED HLDGS INC | OBIO | 68572M106 | $411.7K | 0.51% | 166,000 | SH |
| 47 | WESTPORT FUEL SYSTEMS INC | WPRT | 960908507 | $311.0K | 0.39% | 137,000 | SH |
| 48 | DUOS TECHNOLOGIES GROUP INC | DUOT | 266042407 | $257.6K | 0.32% | 35,000 | SH |
| 49 | IRIDEX CORP | IRIX | 462684101 | $210.1K | 0.26% | 184,230 | SH |
| 50 | SCYNEXIS INC | SCYX | 811292200 | $189.4K | 0.24% | 245,939 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-10-29 | $80.3M | 54 | 0001214659-25-015486 |
| 2025-06-30 | 2025-08-04 | $76.1M | 53 | 0001214659-25-011428 |