In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), AMH Equity Ltd reported 47 stock positions worth $67.9 million . Its top holding was Lightpath Technologies Class A (LPTH) at 9.4% of the portfolio, followed by Universal Electronics (UEIC, 7.0% ) and Powerfleet (AIOT, 6.3% ). Compared with Q1 2025, it opened 4 new positions, sold out of 8, added to 21 and reduced 22. The biggest buy was a new position in Myriad Genetics (MYGN) and the biggest sale Powerfleet (AIOT, shares −9% ).
Location Great Neck, NY
CIK 0001600535
Portfolio Value $67.9M (Q2 2025) Holdings 47 stocks · $67.9M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 LPTH Lightpath Technologies Inc. Class A 2,079,293 $6.4M Reduce -8.8% UEIC Universal Electronics Inc. 721,273 $4.8M Reduce -6.1% AIOT Powerfleet Inc. 999,000 $4.3M Reduce -9.2% TWIN Twin Disc Inc. 464,000 $4.1M Reduce -12.5% IDCC Interdigital Inc. 13,000 $2.9M Add +18.2% DOCN Digitalocean Holdings Inc. 100,000 $2.9M Add +4.8% DCO Ducommun Inc. 33,000 $2.7M Add +22.2% MTEK Maris - Tech Ltd. 725,000 $2.3M Reduce -5.8% TDC Teradata Corp. 100,000 $2.2M Reduce -25.9% HURC Hurco Companies Inc. 106,401 $2.0M Reduce -9.0% LASR Nlight Inc. 100,000 $2.0M Reduce -16.6% SSYS Stratasys Ltd. 166,000 $1.9M Add +156.3% ACNT Ascent Industries Co. 145,019 $1.8M Add +21.4% LINC Lincoln Educational Services 75,000 $1.7M Reduce -6.3% BRC Brady Corporation Class A 24,000 $1.6M Reduce -4.0% HCAT Health Catalyst Inc. 427,149 $1.6M Add +69.2% TALO Talos Energy Inc. 188,391 $1.6M Add +25.6% MYGN Myriad Genetics Inc. 300,000 $1.6M New HBIO Harvard Bioscience Inc. 3,508,703 $1.6M Add +3.6% TISI Team Inc. 80,000 $1.5M Add +72.8% CGAU Centerra Gold Inc. 193,358 $1.4M Add +36.2% PEGA Pegasystems Inc. 24,000 $1.3M New CVV CVD Equipment Corp. 424,748 $1.3M Reduce -26.2% INTT Intest Corp. 163,000 $1.2M Add +38.1% MTLS Materialise NV-ADR 207,661 $1.2M Add +88.8% PHLT Performant Healthcare Inc. 275,000 $1.1M Reduce -8.3% QNST Quinstreet Inc. 66,000 $1.1M New SQNS Sequans Communications S A 500,000 $735K Reduce -37.5% LTRX Lantronix Inc. 250,000 $718K Add +24.5% ELVA Electrovaya Inc. 200,000 $682K Add +100.0% INSE Inspired Entertainment Inc. 80,000 $654K Add +8.1% MCHX Marchex Inc. Class B 278,276 $609K Add +28.2% BWEN Broadwind Inc. 323,382 $585K Add +124.6% VMD Viemed Healthcare Inc. 80,000 $553K Reduce -42.4% WPRT Westport Fuel Systems Inc. 155,716 $489K Reduce -13.9% DARE Dare Bioscience Inc. 193,603 $463K Add +17.8% EHTH Ehealth Inc. 100,000 $435K Add +244.8% CMBMF Cambium Networks Corp. 802,362 $325K Reduce -35.8% PRPO Precipio Inc. 27,890 $308K Reduce -27.2% CLGN Collplant Biotechnologies LT 160,849 $219K Add +28.7% ASTL Algoma Steel Group Inc. 30,191 $208K Reduce -88.8% NNDM Nano Dimension Ltd. - ADR 128,382 $208K New SCYX Scynexis Inc. 261,081 $176K Reduce -58.4% IRIX Iridex Corp. 190,000 $168K Reduce -63.4% SCKT Socket Mobile Inc. 126,156 $145K Add +0.6% DRIO Dariohealth Corp. 215,000 $144K Reduce -14.0% POCI Precision Optics Corp. Inc. 25,000 $123K Reduce -44.4%
Options reported separately and not counted above: DOCN calls ($4.6M), HPE calls ($1.0M), DXC calls ($971K), SSYS calls ($963K), CGAU calls ($288K), GDOT calls ($261K).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ AIOT Powerfleet Inc. Reduce -9.2% 6.34% −2.99 THR Thermon Group Holdings Inc. Sold out 0.00% −2.84 SPTN Spartannash Co. Sold out 0.00% −2.50 ASTL Algoma Steel Group Inc. Reduce -88.8% 0.31% −1.95 SQNS Sequans Communications S A Reduce -37.5% 1.08% −1.51 TDC Teradata Corp. Reduce -25.9% 3.28% −1.40 ASPN Aspen Aerogels Inc. Sold out 0.00% −1.09 CMBMF Cambium Networks Corp. Reduce -35.8% 0.48% −0.88 CVV CVD Equipment Corp. Reduce -26.2% 1.86% −0.87 VMD Viemed Healthcare Inc. Reduce -42.4% 0.81% −0.75 ASYS Amtech Systems Inc. Sold out 0.00% −0.73 SCYX Scynexis Inc. Reduce -58.4% 0.26% −0.66 IRIX Iridex Corp. Reduce -63.4% 0.25% −0.55 DUOT Duos Technologies Group Inc. Sold out 0.00% −0.44 BRC Brady Corporation Class A Reduce -4.0% 2.40% −0.33 WPRT Westport Fuel Systems Inc. Reduce -13.9% 0.72% −0.32 UEIC Universal Electronics Inc. Reduce -6.1% 7.03% −0.23 MOGO INC Sold out 0.00% −0.17 TWIN Twin Disc Inc. Reduce -12.5% 6.03% −0.17 HYPR Hyperfine Inc. Sold out 0.00% −0.14 POCI Precision Optics Corp. Inc. Reduce -44.4% 0.18% −0.11 BDSX Biodesix Inc. Sold out 0.00% −0.05 DRIO Dariohealth Corp. Reduce -14.0% 0.21% −0.02 PRPO Precipio Inc. Reduce -27.2% 0.45% +0.13 HURC Hurco Companies Inc. Reduce -9.0% 2.96% +0.16 PHLT Performant Healthcare Inc. Reduce -8.3% 1.62% +0.25 LINC Lincoln Educational Services Reduce -6.3% 2.54% +0.58 MTEK Maris - Tech Ltd. Reduce -5.8% 3.41% +0.86 LASR Nlight Inc. Reduce -16.6% 2.90% +1.46 LPTH Lightpath Technologies Inc. Class A Reduce -8.8% 9.43% +2.35
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ MYGN Myriad Genetics Inc. New 2.34% +2.34 PEGA Pegasystems Inc. New 1.91% +1.91 SSYS Stratasys Ltd. Add +156.3% 2.80% +1.82 DCO Ducommun Inc. Add +22.2% 4.01% +1.59 QNST Quinstreet Inc. New 1.56% +1.56 TISI Team Inc. Add +72.8% 2.14% +0.93 MTLS Materialise NV-ADR Add +88.8% 1.73% +0.89 IDCC Interdigital Inc. Add +18.2% 4.29% +0.78 CGAU Centerra Gold Inc. Add +36.2% 2.05% +0.66 ELVA Electrovaya Inc. Add +100.0% 1.00% +0.65 HCAT Health Catalyst Inc. Add +69.2% 2.37% +0.60 BWEN Broadwind Inc. Add +124.6% 0.86% +0.54 INTT Intest Corp. Add +38.1% 1.75% +0.47 ACNT Ascent Industries Co. Add +21.4% 2.69% +0.36 MCHX Marchex Inc. Class B Add +28.2% 0.90% +0.35 EHTH Ehealth Inc. Add +244.8% 0.64% +0.34 NNDM Nano Dimension Ltd. - ADR New 0.31% +0.31 LTRX Lantronix Inc. Add +24.5% 1.06% +0.28 TALO Talos Energy Inc. Add +25.6% 2.35% +0.10 SCKT Socket Mobile Inc. Add +0.6% 0.21% −0.01 INSE Inspired Entertainment Inc. Add +8.1% 0.96% −0.01 DARE Dare Bioscience Inc. Add +17.8% 0.68% −0.05 CLGN Collplant Biotechnologies LT Add +28.7% 0.32% −0.18 HBIO Harvard Bioscience Inc. Add +3.6% 2.29% −0.67 DOCN Digitalocean Holdings Inc. Add +4.8% 4.20% −0.71
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ DOCN Digitalocean Holdings Inc. call New 162,500 $4.6M HPE Hewlett Packard Enterprise call New 50,000 $1.0M B Barrick Gold Corp. call Sold out 51,000 $991Kbefore exit DXC DXC Technology Co. call New 63,500 $971K SSYS Stratasys Ltd. call New 84,000 $963K QNST Quinstreet Inc. call Sold out 30,000 $535Kbefore exit CGAU Centerra Gold Inc. call New 40,000 $288K GDOT Green Dot Corp. Class A call New 24,200 $261K
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 Q3 2025 53 $79.8M LPTH, AIOT, TWIN, DOCN, UEIC Q2 2025 47 $67.9M LPTH, UEIC, AIOT, TWIN, IDCC Q1 2025 51 $64.8M AIOT, UEIC, LPTH, TWIN, DOCN Q4 2024 51 $97.5M LPTH, UEIC, TWIN, AIOT, PBF Q3 2024 44 $75.9M TWIN, UEIC, HBIO, AIOT, ASTL Q2 2024 31 $67.4M TWIN, UEIC, HBIO, AIOT, LTRX Q1 2024 34 $90.7M TWIN, ORN, HBIO, AIOT, CNDT