G2 Investment Partners Management LLC 13F Holdings

CIK 0001593404 · New York, NY

As of Sep 30, 2025, G2 Investment Partners Management LLC reported 68 positions worth $494.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DAVE INCDAVETechnology146,121$29.1M5.89%
RANPAK HOLDINGS CORPPACKConsumer Cyclical3,914,762$22.0M4.45%
SEZZLE INCSEZLFinancial Services275,270$21.9M4.42%
TOWER SEMICONDUCTOR LTDTSEMTechnology289,929$21.0M4.24%
PORCH GROUP INCPRCHTechnology1,184,270 9.9M4.02%
PAGAYA TECHNOLOGIES LTDPGYTechnology650,969 9.3M3.91%
CELESTICA INCCLSTechnology61,300 5.1M3.05%
SITIME CORPSITMTechnology49,182 4.8M3.00%
ALLOT LTDALLTTechnology1,399,861 4.8M2.99%
CALIX INCCALXTechnology240,000 4.7M2.98%
OPERA LTDOPRACommunication Services644,855 3.3M2.69%
JFROG LTDFROGTechnology279,417 3.2M2.67%
LENDINGTREE INCTREEFinancial Services186,456 2.1M2.44%
GENIUS SPORTS LTDGENICommunication Services905,800 1.2M2.27%
HIPPO HOLDINGS INCHIPOFinancial Services308,750 1.2M2.26%
DIGITAL TURBINE INCAPPSTechnology1,718,672 1.0M2.22%
TURNING POINT BRANDS INCTPBConsumer Defensive111,000 1.0M2.22%
CECO ENVIRONMENTAL CORPCECOIndustrials196,405 0.1M2.03%
ARLO TECHNOLOGIES INCARLOBasic Materials588,311 0.0M2.02%
ADVANCED ENERGY INDUSTRIES INCAEISIndustrials56,044$9.5M1.93%
EVOLV TECHNOLOGIES HOLDINGS INCEVLVIndustrials1,243,581$9.4M1.90%
HINGE HEALTH INCHNGEHealthcare188,515$9.3M1.87%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INCMTSITechnology73,000$9.1M1.84%
AFFIRM HOLDINGS INCAFRMTechnology120,459$8.8M1.78%
LSI INDUSTRIES INCLYTSTechnology356,000$8.4M1.70%