AIGH Capital Management LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), AIGH Capital Management LLC reported 40 stock positions worth $488.3 million . Its top holding was Sandisk (SNDK) at 26.0% of the portfolio, followed by Tigo Energy (TYGO, 5.6% ) and Silicon Motion Technol-ADR (SIMO, 4.6% ). Compared with Q4 2025, it opened 15 new positions, sold out of 6, added to 14 and reduced 5. The biggest buy was a new position in Tigo Energy (TYGO) and the biggest sale an exit from Day One Biopharmaceuticals I (DAWN).
Location BALTIMORE, MD
CIK 0001835943
Portfolio Value $488.3M (Q1 2026) Holdings 40 stocks · $488.3M 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 Q4 2025 SNDK Sandisk Corp. 200,000 $127.1M Reduce -28.6% TYGO Tigo Energy Inc. 7,280,312 $27.4M New SIMO Silicon Motion Technol-ADR 200,000 $22.5M New ZBRA Zebra Technologies Corp. Class A 100,000 $20.9M New LASR Nlight Inc. 340,000 $19.4M Reduce -43.3% VNDA Vanda Pharmaceuticals Inc. 2,750,000 $19.0M Add +37.6% PSNL Personalis Inc. 2,900,000 $18.5M No change GNRC Generac Holdings Inc. 90,000 $17.6M New KYTX Kyverna Therapeutics Inc. 2,000,000 $17.3M Add +33.3% CSTL Castle Biosciences Inc. 590,601 $14.5M Reduce -5.5% APPS Digital Turbine Inc. 4,895,772 $14.1M New RRX Regal Rexnord Corp. 75,000 $14.0M New ABEO Abeona Therapeutics Inc. 3,100,000 $13.9M Add +55.0% LRMR Larimar Therapeutics Inc. 3,000,000 $13.5M Add +50.0% FENC Fennec Pharmaceuticals Inc. 1,981,501 $12.2M Add +25.3% ESPR Esperion Therapeutics Inc. 4,400,000 $12.1M Add +10.0% ZVRA Zevra Therapeutics Inc. 1,200,000 $11.2M New BDSX Biodesix Inc. 758,328 $11.0M New IDN Intellicheck Inc. 1,517,249 $10.6M Add +25.0% VSTM Verastem Inc. 2,000,000 $10.6M New TARA Protara Therapeutic Inc. 1,622,733 $8.5M New VUZI Vuzix Corp. 3,295,754 $7.6M New PYPD Polypid Ltd. 1,593,587 $7.0M Add +18.7% APYX Apyx Medical Corp. 1,104,970 $4.1M No change COYA Coya Therapeutics Inc. 975,404 $3.8M No change ELUT Elutia Inc. 3,595,250 $3.8M Add +17.2% RNXT Renovorx Inc. 3,706,197 $3.7M Add +30.8% TLPH Talphera Inc. 4,661,502 $3.5M No change WATT Energous Corp. 215,000 $3.4M New IPWR Ideal Power Inc. 1,181,696 $3.3M Add +140.2% NRXS Neuraxis Inc. 400,000 $3.0M No change BKTI BK Technologies Corp. 32,615 $2.4M Reduce -84.6% LPCN Lipocine Inc. 200,000 $1.6M New INVE Inve Technologies Inc. filed as IDENTIV INC 409,186 $1.5M New LPTH Lightpath Technologies Inc. Class A 100,000 $1.0M Reduce -90.3% RGNT Regentis Biomaterials Ltd. 300,000 $917K New APRE Aprea Therapeutics Inc. 1,015,541 $775K Add +174.1% BFRI Biofrontera Inc. 915,210 $740K No change QNRX Quoin Pharmaceuticals LT-ADR 51,000 $337K Add +3.4% SMTK Smartkem Inc. 895,449 $204K Add +32.7%
Options reported separately and not counted above: IWM puts ($148.8M), ZM calls ($56.3M), XLK puts ($39.9M).
Portfolio Sells Q4 2025 → Q1 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 Q4 2025 % Of Portfolio Change To Portfolio ▲ DAWN Day One Biopharmaceuticals I Sold out 0.00% −5.49 HUCK Huckleberry AI Inc. Sold out 0.00% −4.58 CSTL Castle Biosciences Inc. Reduce -5.5% 2.97% −4.21 BKTI BK Technologies Corp. Reduce -84.6% 0.50% −4.16 LPTH Lightpath Technologies Inc. Class A Reduce -90.3% 0.21% −3.09 LASR Nlight Inc. Reduce -43.3% 3.97% −2.68 ARQ Arq Inc. Sold out 0.00% −2.20 ARDX Ardelyx Inc. Sold out 0.00% −1.98 BYRN Byrna Technologies Inc. Sold out 0.00% −1.96 GRCE Grace Therapeutics Inc. Sold out 0.00% −0.93 SNDK Sandisk Corp. Reduce -28.6% 26.02% +6.38
Portfolio Buys Q4 2025 → Q1 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 Q4 2025 % Of Portfolio Change To Portfolio ▼ TYGO Tigo Energy Inc. New 5.61% +5.61 SIMO Silicon Motion Technol-ADR New 4.60% +4.60 ZBRA Zebra Technologies Corp. Class A New 4.28% +4.28 GNRC Generac Holdings Inc. New 3.60% +3.60 APPS Digital Turbine Inc. New 2.89% +2.89 RRX Regal Rexnord Corp. New 2.88% +2.88 ZVRA Zevra Therapeutics Inc. New 2.29% +2.29 BDSX Biodesix Inc. New 2.25% +2.25 VSTM Verastem Inc. New 2.17% +2.17 TARA Protara Therapeutic Inc. New 1.73% +1.73 VUZI Vuzix Corp. New 1.56% +1.56 WATT Energous Corp. New 0.69% +0.69 LRMR Larimar Therapeutics Inc. Add +50.0% 2.76% +0.51 LPCN Lipocine Inc. New 0.33% +0.33 INVE Inve Technologies Inc. New 0.31% +0.31 IPWR Ideal Power Inc. Add +140.2% 0.68% +0.24 RGNT Regentis Biomaterials Ltd. New 0.19% +0.19 ELUT Elutia Inc. Add +17.2% 0.77% +0.14 APRE Aprea Therapeutics Inc. Add +174.1% 0.16% +0.07 QNRX Quoin Pharmaceuticals LT-ADR Add +3.4% 0.07% −0.14 SMTK Smartkem Inc. Add +32.7% 0.04% −0.17 IDN Intellicheck Inc. Add +25.0% 2.17% −0.22 ABEO Abeona Therapeutics Inc. Add +55.0% 2.84% −0.27 PYPD Polypid Ltd. Add +18.7% 1.43% −0.29 RNXT Renovorx Inc. Add +30.8% 0.75% −0.33 KYTX Kyverna Therapeutics Inc. Add +33.3% 3.53% −0.63 FENC Fennec Pharmaceuticals Inc. Add +25.3% 2.50% −1.10 VNDA Vanda Pharmaceuticals Inc. Add +37.6% 3.89% −1.32 ESPR Esperion Therapeutics Inc. Add +10.0% 2.47% −1.91
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put New 600,000 $148.8M ZOOM COMMUNICATIONS INC call Sold out 700,000 $60.4Mbefore exit ZM Zoom Communications Inc. call New 700,000 $56.3M XLK SS Technology Select Sector put New 300,000 $39.9M KEMPHARM INC call Sold out 1,000,000 $9.0Mbefore exit SEAGATE TECHNOLOGY HLDNGS PL call Sold out 20,000 $5.5Mbefore exit
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