AIGH Capital Management LLC In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), AIGH Capital Management LLC reported 35 stock positions worth $204.9 million . Its top holding was Silicon Motion Technol-ADR (SIMO) at 10.9% of the portfolio, followed by Infinera (INFN, 10.0% ) and Delcath Systems (DCTH, 9.8% ). Compared with Q1 2024, it opened 5 new positions, sold out of 9, added to 13 and reduced 8. The biggest buy was a new position in Silicon Motion Technol-ADR (SIMO) and the biggest sale an exit from Ouster (OUST).
Location BALTIMORE, MD
CIK 0001835943
Portfolio Value $204.9M (Q2 2024) Holdings 35 stocks · $204.9M 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 2024 SIMO Silicon Motion Technol-ADR 275,000 $22.3M New INFN Infinera Corp. 3,368,556 $20.5M Add +278.8% DCTH Delcath Systems Inc. 2,399,792 $20.1M Add +1.7% SCPH Scpharmaceuticals Inc. 3,504,365 $15.2M Add +3.4% ARQ Arq Inc. 2,142,078 $13.0M New MYO Myomo Inc. 2,917,997 $9.4M Add +4.1% BDSX Biodesix Inc. 5,779,812 $8.8M Add +74.0% ELUT Elutia Inc. 1,697,316 $8.4M Add +288.8% TELA Tela Bio Inc. 1,656,655 $7.8M Add +17.1% CLRB Cellectar Biosciences Inc. 3,036,187 $6.9M Add +8.3% EGRX Eagle Pharmaceuticals Inc. 1,211,509 $6.8M Add +2.1% ELVA Electrovaya Inc. 2,575,428 $6.6M Reduce -37.5% IDN Intellicheck Inc. 1,767,732 $6.0M Add +16.8% RCAT Red Cat Holdings Inc. 4,920,601 $5.7M Reduce -0.9% PROF Profound Medical Corp. 646,733 $5.4M No change THTX Theratechnologies Inc. 3,725,204 $5.2M No change IPWR Ideal Power Inc. 700,000 $4.9M No change LPTH Lightpath Technologies Inc. Class A 3,723,932 $4.7M Add +5.7% COYA Coya Therapeutics Inc. 649,427 $3.9M No change BKTI BK Technologies Corp. 282,772 $3.6M Reduce -14.5% IMMX Immix Biopharma Inc. 1,406,680 $2.8M Reduce -9.5% APRE Aprea Therapeutics Inc. 539,300 $2.2M No change PYPD Polypid Ltd. 479,246 $2.1M No change XAIR Beyond Air Inc. 3,638,878 $2.0M Reduce -2.0% ACASTI PHARMA INC 641,083 $1.9M Add +28.9% INAB IN8BIO Inc. 2,127,998 $1.8M Reduce -26.0% FKWL Franklin Wireless Corp. 390,000 $1.4M No change KPRX Kiora Pharmaceuticals Inc. 255,561 $1.1M Reduce -3.6% ZVRA Zevra Therapeutics Inc. 181,673 $890K New CNSY Plus Therapeutics Inc. 568,681 $836K New SMTK Smartkem Inc. 134,687 $772K New CGTX Cognition Therapeutics Inc. 300,766 $499K Reduce -84.2% BFRI Biofrontera Inc. 501,434 $450K No change EVOK Evoke Pharma Inc. 846,564 $448K No change VCNX Vaccinex Inc. 108,958 $424K Add +86.7%
Options reported separately and not counted above: XBI puts ($92.7M), WDC calls ($22.7M), ZVRA calls ($674K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $35K (not counted above) Security Class Shares / Principal Value Change SVREW Saverone 2014 Ltd. -CW27 *W EXP 06/02/202 568,194 $35K No change
Total filed on the 13F, all lines: $204.9M.
Portfolio Sells Q1 2024 → Q2 2024 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 2024 % Of Portfolio Change To Portfolio ▲ OUST Ouster Inc. Sold out 0.00% −7.11 ELVA Electrovaya Inc. Reduce -37.5% 3.24% −3.70 HUMA Humacyte Inc. Sold out 0.00% −3.23 FENC Fennec Pharmaceuticals Inc. Sold out 0.00% −3.06 ALIM Alimera Sciences Inc. Sold out 0.00% −2.86 OSPN Onespan Inc. Sold out 0.00% −2.80 XAIR Beyond Air Inc. Reduce -2.0% 0.95% −2.16 CGTX Cognition Therapeutics Inc. Reduce -84.2% 0.24% −1.42 ADVM Adverum Biotechnologies Inc. Sold out 0.00% −1.11 IMMX Immix Biopharma Inc. Reduce -9.5% 1.36% −0.94 CYBIN INC Sold out 0.00% −0.89 INAB IN8BIO Inc. Reduce -26.0% 0.88% −0.76 BWAY Brainsway Ltd.-ADR Sold out 0.00% −0.62 BKTI BK Technologies Corp. Reduce -14.5% 1.77% −0.56 KWESST MICRO SYSTEMS INC Sold out 0.00% −0.30 KPRX Kiora Pharmaceuticals Inc. Reduce -3.6% 0.52% −0.26 RCAT Red Cat Holdings Inc. Reduce -0.9% 2.76% +0.93
Portfolio Buys Q1 2024 → Q2 2024 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 2024 % Of Portfolio Change To Portfolio ▼ SIMO Silicon Motion Technol-ADR New 10.87% +10.87 INFN Infinera Corp. Add +278.8% 10.01% +7.43 ARQ Arq Inc. New 6.35% +6.35 DCTH Delcath Systems Inc. Add +1.7% 9.80% +4.45 ELUT Elutia Inc. Add +288.8% 4.11% +3.45 BDSX Biodesix Inc. Add +74.0% 4.32% +2.03 ZVRA Zevra Therapeutics Inc. New 0.43% +0.43 IDN Intellicheck Inc. Add +16.8% 2.95% +0.41 CNSY Plus Therapeutics Inc. New 0.41% +0.41 SMTK Smartkem Inc. New 0.38% +0.38 EGRX Eagle Pharmaceuticals Inc. Add +2.1% 3.31% +0.31 MYO Myomo Inc. Add +4.1% 4.57% +0.15 ACASTI PHARMA INC Add +28.9% 0.92% +0.10 VCNX Vaccinex Inc. Add +86.7% 0.21% −0.00 LPTH Lightpath Technologies Inc. Class A Add +5.7% 2.29% −0.06 TELA Tela Bio Inc. Add +17.1% 3.80% −0.07 SCPH Scpharmaceuticals Inc. Add +3.4% 7.44% −0.76 CLRB Cellectar Biosciences Inc. Add +8.3% 3.35% −2.03
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ MU Micron Technology Inc. call Sold out 260,000 $30.7Mbefore exit WDC Western Digital Corp. call New 300,000 $22.7M ZVRA Zevra Therapeutics Inc. call New 137,600 $674K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ DFSCW Kwesst Micro Systems Inc.-27 *W EXP 09/01/202 Sold out 598,500 $78Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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