ESSEX INVESTMENT MANAGEMENT CO LLC 13F Holdings

CIK 0000201772 · Boston, MA

As of Sep 30, 2025, ESSEX INVESTMENT MANAGEMENT CO LLC reported 299 positions worth $646.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials244,055$22.3M3.45%
STERLING INFRASTRUCTURE INCSTRLIndustrials45,636 5.5M2.40%
AMERICAN SUPERCONDUCTOR CORPAMSCIndustrials245,581 4.6M2.26%
TOWER SEMICONDUCTOR LTDTSEMTechnology196,339 4.2M2.20%
INSMED INCINSMHealthcare87,077 2.5M1.94%
LEONARDO DRS INCDRSIndustrials262,550 1.9M1.84%
HCI GROUP INCHCIFinancial Services60,318 1.6M1.79%
LIGAND PHARMACEUTICALS INCLGNDHealthcare61,142 0.8M1.68%
KINIKSA PHARMACEUTICALS INTERNATIONAL PLCKNSAHealthcare247,301$9.6M1.49%
ADAPTIVE BIOTECHNOLOGIES CORPADPTHealthcare638,461$9.6M1.48%
MICROSOFT CORPMSFTTechnology18,265$9.5M1.46%
LINCOLN EDL SVCS CORPLINCConsumer Defensive397,359$9.3M1.44%
APPLE INCAAPLTechnology36,260$9.2M1.43%
MIRUM PHARMACEUTICALS INCMIRMHealthcare113,458$8.3M1.29%
CECO ENVIRONMENTAL CORPCECOIndustrials157,980$8.1M1.25%
GRAHAM CORPGHMIndustrials143,742$7.9M1.22%
AVEPOINT INCAVPTTechnology518,232$7.8M1.20%
ARGAN INCAGXIndustrials28,298$7.6M1.18%
WILLDAN GROUP INCWLDNIndustrials78,915$7.6M1.18%
PRIMORIS SERVICES CORPPRIMIndustrials55,123$7.6M1.17%
AMPRIUS TECHNOLOGIES INCAMPXIndustrials697,387$7.3M1.13%
MIRION TECHNOLOGIES INCMIRIndustrials310,500$7.2M1.12%
GOLDMAN SACHS GROUP INCGSFinancial Services8,993$7.2M1.11%
GLOBALSTAR INCGSATCommunication Services194,343$7.1M1.09%
AMBARELLA INCAMBATechnology85,352$7.0M1.09%