1492 Capital Management LLC

CIK: 0001584087Latest portfolio: $261.1M · Q4 2025

Holdings

117

Total Value

$261.1M

New Positions

22

Closed Positions

19

#StockSharesValue% PortfolioChangeType
1
CRSCARPENTER TECHNOLOGY CORP
28,740$9.0M3.47%+404
2
ZETAZETA GLOBAL HOLDINGS CORP
411,180$8.4M3.20%+3K
3
AAOIAPPLIED OPTOELECTRONICS INC
215,987$7.5M2.88%NEW
4
CPACOPA HOLDINGS SA
60,829$7.3M2.81%+1K
5
GDYNGRID DYNAMICS HLDGS INC
809,951$7.3M2.80%+235K
6
GENIGENIUS SPORTS LIMITED
623,169$6.9M2.63%+88K
7
SFSTIFEL FINL CORP
53,633$6.7M2.57%+1K
8
AIOTPOWERFLEET INC
1,240,067$6.6M2.53%+170K
9
ALHCALIGNMENT HEALTHCARE INC
324,865$6.4M2.46%+124K
10
IMAIMAX CORP
162,516$6.0M2.30%-54,824
11
PEGAPEGASYSTEMS INC
98,790$5.9M2.26%+1K
12
JEFJEFFERIES FINL GROUP INC
94,971$5.9M2.25%+2K
13
MGNIMAGNITE INC
341,398$5.5M2.12%+5K
14
MXLMAXLINEAR INC
317,738$5.5M2.12%+5K
15
HQYHEALTHEQUITY INC
55,927$5.1M1.96%+955
16
ADTNADTRAN HOLDINGS INC
585,277$5.1M1.95%+11K
17
ATDATI INC
42,292$4.9M1.86%+2K
18
MTHMERITAGE HOMES CORP
71,960$4.7M1.81%+1K
19
KURAKURA ONCOLOGY INC
452,638$4.7M1.80%+7K
20
SRADSPORTRADAR GROUP AG
190,115$4.5M1.73%+3K
21
KALUKAISER ALUMINUM CORP
38,943$4.5M1.71%+22K
22
LITELUMENTUM HLDGS INC
12,038$4.4M1.70%-8,270
23
LYFTLYFT INC
226,604$4.4M1.68%-39,016
24
CAKECHEESECAKE FACTORY INC
85,545$4.3M1.65%+2K
25
ASTHASTRANA HEALTH INC
167,758$4.2M1.59%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CERT389K+256K
GDYN810K+235K
AIOT1.2M+170K
ALHC325K+124K
PAYO387K+117K
GENI623K+88K
MNKD535K+31K
KALU39K+22K
INR259K+14K
ADTN585K+11K

Decreased Positions

NameSharesChange
OXQ144K-614704
PLUN406K-104150
IMA163K-54824
LYFT227K-39016
LITE12K-8270
VENU80K-4536
SHIM103K-4164
ADMA170K-1112
META353-163
VCSH5K-100

Sector Breakdown

Technology0.0% ($8.367752973136598e+94T)
Financial Services0.0% ($6.715588530832437e+61T)
Healthcare0.0% ($6.416600651234702e+54T)
Industrials0.0% ($9.048733639763773e+36T)
Consumer Cyclical0.0% ($4.7344318278425e+27T)
Unknown0.0% ($48531250799358216.0T)
Energy0.0% ($40663816295924.4T)
Real Estate0.0% ($345273.2T)
Communication Services0.0% ($68675.5T)
Basic Materials0.0% ($44.7T)
Consumer Defensive0.0% ($330K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$261.1M117
Q3 2025Nov 13, 2025$247.2B113
Q2 2025Aug 13, 2025$217.1B0
Q1 2025May 6, 2025$185.8B112
Q4 2024Feb 13, 2025$210.3B109

Fund Information

CIK0001584087
Most Recent FilingFeb 10, 2026
Number of Filings5

1492 Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $261.1M across 117 holdings. The largest position is CARPENTER TECHNOLOGY CORP (CRS), representing 3.5% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 19 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.