AIGH Capital Management LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), AIGH Capital Management LLC reported 42 stock positions worth $1.1 billion . Its top holding was Sandisk (SNDK) at 30.7% of the portfolio, followed by Maxlinear (MXL, 9.5% ) and Intel (INTC, 7.9% ). Compared with Q1 2026, it opened 16 new positions, sold out of 14, added to 9 and reduced 16. The biggest buy was a new position in Maxlinear (MXL) and the biggest sale Tigo Energy (TYGO, shares −73% ).
Location BALTIMORE, MD
CIK 0001835943
Portfolio Value $1.1B (Q2 2026) Holdings 42 stocks · $1.1B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 SNDK Sandisk Corp. 149,000 $338.8M Reduce -25.5% MXL Maxlinear Inc. 818,000 $104.7M New INTC Intel Corp. 623,500 $87.1M New APPS Digital Turbine Inc. 6,548,450 $84.5M Add +33.8% SIMO Silicon Motion Technol-ADR 144,000 $48.0M Reduce -28.0% CLFD Clearfield Inc. 1,008,469 $40.1M New MEI Methode Electronics Inc. 1,678,409 $31.8M New ASYS Amtech Systems Inc. 1,252,000 $28.9M New FENC Fennec Pharmaceuticals Inc. 2,486,038 $26.7M Add +25.5% KYTX Kyverna Therapeutics Inc. 2,795,797 $24.9M Add +39.8% NYXH Nyxoah SA 14,534,880 $24.6M New PSNL Personalis Inc. 1,715,000 $23.0M Reduce -40.9% SOPH Sophia Genetics SA 3,954,194 $22.8M New DDD 3D Systems Corp. filed as 3D SYS CORP DEL 7,271,000 $22.0M New VUZI Vuzix Corp. 6,745,667 $19.6M Add +104.7% ABEO Abeona Therapeutics Inc. 2,987,000 $18.5M Reduce -3.6% ARDX Ardelyx Inc. 3,200,000 $16.3M New BDSX Biodesix Inc. 678,328 $15.3M Reduce -10.6% SPRB Spruce Biosciences Inc. 250,000 $13.5M New CSTL Castle Biosciences Inc. 545,101 $13.0M Reduce -7.7% VNDA Vanda Pharmaceuticals Inc. 2,044,169 $12.5M Reduce -25.7% PTHS Pelthos Therapeutics Inc. 329,098 $9.3M New PYPD Polypid Ltd. 1,504,741 $7.6M Reduce -5.6% VSTM Verastem Inc. 1,927,000 $7.4M Reduce -3.6% BWEN Broadwind Inc. 1,156,000 $5.6M New LIDR Aeye Inc. 3,855,000 $5.6M New KIDS Orthopediatrics Corp. 269,765 $5.2M New APYX Apyx Medical Corp. 1,128,343 $5.1M Add +2.1% IPWR Ideal Power Inc. 894,731 $4.8M Reduce -24.3% TLPH Talphera Inc. 4,601,502 $4.7M Reduce -1.3% TYGO Tigo Energy Inc. 1,990,371 $4.6M Reduce -72.7% WATT Energous Corp. 182,000 $4.4M Reduce -15.3% RNXT Renovorx Inc. 4,405,439 $4.3M Add +18.9% RELL Richardson Elec Ltd. 200,434 $3.8M New NRXS Neuraxis Inc. 519,938 $3.8M Add +30.0% COYA Coya Therapeutics Inc. 631,912 $3.7M Reduce -35.2% INVE Inve Technologies Inc. filed as IDENTIV INC 1,449,121 $3.7M Add +254.2% ELUT Elutia Inc. 2,695,644 $2.6M Reduce -25.0% APRE Aprea Therapeutics Inc. 1,015,541 $815K No change BFRI Biofrontera Inc. 739,910 $700K Reduce -19.1% QNRX Quoin Pharmaceuticals LT-ADR 70,000 $339K Add +37.3% NNBR NN Inc. 11,496 $41K New
Options reported separately and not counted above: IWM puts ($331.4M), QQQ puts ($141.8M), HUCK calls ($9.0M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ TYGO Tigo Energy Inc. Reduce -72.7% 0.42% −5.19 ZBRA Zebra Technologies Corp. Class A Sold out 0.00% −4.28 LASR Nlight Inc. Sold out 0.00% −3.97 GNRC Generac Holdings Inc. Sold out 0.00% −3.60 RRX Regal Rexnord Corp. Sold out 0.00% −2.88 LRMR Larimar Therapeutics Inc. Sold out 0.00% −2.76 VNDA Vanda Pharmaceuticals Inc. Reduce -25.7% 1.13% −2.76 ESPR Esperion Therapeutics Inc. Sold out 0.00% −2.47 ZVRA Zevra Therapeutics Inc. Sold out 0.00% −2.29 IDN Intellicheck Inc. Sold out 0.00% −2.17 CSTL Castle Biosciences Inc. Reduce -7.7% 1.18% −1.79 TARA Protara Therapeutic Inc. Sold out 0.00% −1.73 PSNL Personalis Inc. Reduce -40.9% 2.08% −1.70 VSTM Verastem Inc. Reduce -3.6% 0.67% −1.50 ABEO Abeona Therapeutics Inc. Reduce -3.6% 1.67% −1.17 BDSX Biodesix Inc. Reduce -10.6% 1.38% −0.87 PYPD Polypid Ltd. Reduce -5.6% 0.69% −0.74 ELUT Elutia Inc. Reduce -25.0% 0.24% −0.53 BKTI BK Technologies Corp. Sold out 0.00% −0.50 COYA Coya Therapeutics Inc. Reduce -35.2% 0.33% −0.45 LPCN Lipocine Inc. Sold out 0.00% −0.33 WATT Energous Corp. Reduce -15.3% 0.40% −0.29 TLPH Talphera Inc. Reduce -1.3% 0.43% −0.28 SIMO Silicon Motion Technol-ADR Reduce -28.0% 4.35% −0.25 IPWR Ideal Power Inc. Reduce -24.3% 0.43% −0.25 LPTH Lightpath Technologies Inc. Class A Sold out 0.00% −0.21 RGNT Regentis Biomaterials Ltd. Sold out 0.00% −0.19 BFRI Biofrontera Inc. Reduce -19.1% 0.06% −0.09 SMTK Smartkem Inc. Sold out 0.00% −0.04 SNDK Sandisk Corp. Reduce -25.5% 30.67% +4.65
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ MXL Maxlinear Inc. New 9.48% +9.48 INTC Intel Corp. New 7.88% +7.88 APPS Digital Turbine Inc. Add +33.8% 7.65% +4.76 CLFD Clearfield Inc. New 3.63% +3.63 MEI Methode Electronics Inc. New 2.88% +2.88 ASYS Amtech Systems Inc. New 2.62% +2.62 NYXH Nyxoah SA New 2.22% +2.22 SOPH Sophia Genetics SA New 2.07% +2.07 DDD 3D Systems Corp. New 1.99% +1.99 ARDX Ardelyx Inc. New 1.48% +1.48 SPRB Spruce Biosciences Inc. New 1.22% +1.22 PTHS Pelthos Therapeutics Inc. New 0.84% +0.84 BWEN Broadwind Inc. New 0.51% +0.51 LIDR Aeye Inc. New 0.50% +0.50 KIDS Orthopediatrics Corp. New 0.47% +0.47 RELL Richardson Elec Ltd. New 0.34% +0.34 VUZI Vuzix Corp. Add +104.7% 1.77% +0.21 INVE Inve Technologies Inc. Add +254.2% 0.33% +0.02 NNBR NN Inc. New 0.00% +0.00 QNRX Quoin Pharmaceuticals LT-ADR Add +37.3% 0.03% −0.04 FENC Fennec Pharmaceuticals Inc. Add +25.5% 2.42% −0.08 NRXS Neuraxis Inc. Add +30.0% 0.34% −0.26 RNXT Renovorx Inc. Add +18.9% 0.39% −0.36 APYX Apyx Medical Corp. Add +2.1% 0.46% −0.38 KYTX Kyverna Therapeutics Inc. Add +39.8% 2.26% −1.28
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put Add +83.8% 1,103,000 $331.4M QQQ Invesco QQQ Trust Series 1 put New 192,500 $141.8M ZM Zoom Communications Inc. call Sold out 700,000 $56.3Mbefore exit XLK SS Technology Select Sector put Sold out 300,000 $39.9Mbefore exit HUCK Huckleberry AI Inc. call New 2,880,000 $9.0M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 42 $1.1B SNDK, MXL, INTC, APPS, SIMO Q1 2026 40 $488.3M SNDK, TYGO, SIMO, ZBRA, LASR Q4 2025 31 $338.3M SNDK, CSTL, PSNL, LASR, DAWN Q3 2025 34 $285.6M SNDK, PSNL, HUCK, ARQ, MXL Q2 2025 34 $213.1M PSNL, HUCK, SCPH, ARQ, VPG Q1 2025 38 $192.7M VSTM, MYO, PSNL, ARQ, SCPH Q4 2024 36 $265.7M PSNL, MYO, ARQ, DCTH, MRVL Q3 2024 37 $213.6M PSNL, SCPH, ARQ, DCTH, APPS Q2 2024 35 $204.9M SIMO, INFN, DCTH, SCPH, ARQ Q1 2024 39 $207.3M SCPH, OUST, ELVA, CLRB, DCTH