AWM Investment Company, Inc. Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$377.1M

Holdings

86

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
INFUInfusystem Holdings, Inc.
2,000,000$17.0M4.50%
2
LPSNUSDLivePerson, Inc.
719,366$16.4M4.34%
3
GNSSGenasys Incorporated
4,818,706$15.8M4.18%
4
OOMAOoma,Inc.
1,256,021$15.0M3.97%
5
BLUBellus Health, Inc. (Canada) R
1,461,988$14.5M3.85%
6
NeoPhotonics Corporation
1,901,722$13.8M3.66%
7
QSequans Communications S.A. AD
2,362,804$12.0M3.19%
8
Limelight Networks, Inc.
2,097,688$12.0M3.17%
9
Zealand Pharma A/S (Denmark)
327,576$11.3M3.00%
10
CEVACEVA, Inc.
453,000$11.3M2.99%
11
KIDSOrthoPediatrics Corporation
282,095$11.2M2.96%
12
ARGXargenx SE - ADR (Netherlands)
80,000$10.5M2.79%
13
RGENRepligen Corporation
100,000$9.7M2.56%
14
OPRXOptimizeRx Corporation
983,866$8.9M2.36%
15
Adesto Technologies Corp
795,946$8.9M2.36%
16
PIImpinj, Inc.
532,377$8.9M2.36%
17
LiqTech International, Inc.
2,043,290$8.8M2.32%
18
RETAEURReata Pharmaceuticals, Inc.
60,000$8.7M2.30%
19
Resonant, Inc.
4,666,666$6.9M1.83%
20
GAIAGaia, Inc.
774,271$6.9M1.82%
21
VMDViemed Healthcare, Inc.
1,445,000$6.8M1.80%
22
AMSCAmerican Superconductor Corp
1,132,314$6.2M1.65%
23
Exicure, Inc.
4,042,200$6.0M1.59%
24
ATOMAtomera Incorporated
1,657,938$5.8M1.54%
25
LMATLeMaitre Vascular Inc.
230,000$5.7M1.52%
26
PFSWUSDPfsweb, Inc.
1,814,185$5.4M1.44%
27
UCTTUltra Clean Holdings, Inc.
360,000$5.0M1.32%
28
Boingo Wireless, Inc.
425,316$4.5M1.20%
29
MRAMEverspin Technology, Inc.
1,679,723$4.4M1.17%
30
LOVELovesac Company, The
729,016$4.3M1.13%
31
ETONEton Pharmaceuticals, Inc.
1,016,882$4.2M1.11%
32
PPHMEURAvid Bioservices, Inc.
729,332$3.7M0.99%
33
CELHCelsius Holdings, Inc.
875,050$3.7M0.98%
34
SharpSpring, Inc.
587,098$3.6M0.94%
35
RDCMRADCOM, Ltd. (Israel)
578,312$3.5M0.93%
36
RADA Electronic Industries,Ltd
1,000,000$3.5M0.93%
37
TBCHTurtle Beach Corporation
560,543$3.5M0.93%
38
Turtle Beach Corp. @0 pre-fund
550,000$3.4M0.91%
39
PRNProfound Medical Corp. (U.S.)
348,939$3.4M0.90%
40
Millendo Therapeutics, Inc.
611,900$3.2M0.86%
41
SPROSpero Therapeutics, Inc.
395,949$3.2M0.85%
42
AEHRAehr Test Systems
1,898,524$3.2M0.84%
43
INSEInspired Entertainment, Inc.
856,594$2.9M0.77%
44
CEMIUSDChembio Diagnostics Inc.
525,000$2.7M0.71%
45
CTRNCiti Trends, Inc.
297,536$2.6M0.70%
46
KOPNKopin Corporation
7,361,611$2.6M0.68%
47
CNTCentury Casinos, Inc.
1,039,336$2.5M0.66%
48
voxeljet AG, ADR (Germany)
2,785,927$2.4M0.65%
49
SPNEUSDSeaSpine Holdings Corp.
294,077$2.4M0.64%
50
Vivint Solar, Inc.
450,000$2.0M0.52%
51
BWENBroadwind Energy, Inc.
1,380,092$1.9M0.51%
52
Misonix,Inc.
202,901$1.9M0.51%
53
BioTelemetry, Inc.
48,500$1.9M0.50%
54
CDNACareDx, Inc.
80,700$1.8M0.47%
55
VERUEURVeru,Inc.
500,000$1.6M0.43%
56
AQMSEURAqua Metals, Inc.
3,376,647$1.5M0.40%
57
DSP Group, Inc.
104,237$1.4M0.37%
58
ONEWOneWater Marine, Inc. - CL A
182,240$1.4M0.37%
59
BLUBellus Health Inc.
138,012$1.4M0.37%
60
Magal Security System, Ltd
395,656$1.2M0.31%
61
TCMDTactile Systems Technology, In
28,560$1.1M0.30%
62
ITIEURIteris, Inc.
355,359$1.1M0.30%
63
PRPLPurple Innovation, Inc.
193,313$1.1M0.29%
64
JYNTThe Joint Corp.
97,958$1.1M0.28%
65
QUIKQuickLogic Corporation
310,690$882K0.23%
66
eMagin Corporation @.01 pre fu
4,000,000$800K0.21%
67
MVISMicrovision, Inc.
4,581,322$790K0.21%
68
TAUSDTravelCenters of America LLC
80,000$782K0.21%
69
Ideal Power @.001 (pre-funded)
403,828$763K0.20%
70
eMagin Corporation
3,410,100$730K0.19%
71
Zealand Pharma A/S ADR (Denmar
19,981$689K0.18%
72
WPRTWestport Fuel Systems Inc.
730,000$687K0.18%
73
K12 Inc.
35,000$660K0.18%
74
AIOTPowerfleet, Inc.
190,000$657K0.17%
75
NEONNeonode, Inc.
356,210$630K0.17%
76
CVVCVD Equipment Corporation
259,414$617K0.16%
77
BCBEURPrimo Water Corp.
61,142$554K0.15%
78
IZEA Worldwide, Inc.
2,268,000$454K0.12%
79
NVEEUSDNV5 Global, Inc.
10,000$413K0.11%
80
Mohawk Group Holdings, Inc.
239,558$390K0.10%
81
WCPCPI Aerostructures, Inc.
158,438$356K0.09%
82
Ideal Power @2.32 11/13/24 9.9
504,787$325K0.09%
83
eMagin Corp @.78 10/9/19-10/9/
3,000,000$210K0.06%
84
GLUUGlu Mobile Inc.
28,956$182K0.05%
85
Verb Technology @3.443 4/9/24
427,915$124K0.03%
86
Anchiano Therapeutics, Ltd. -
158,123$124K0.03%
87
DXLGDestination XL Group, Inc.
285,176$100K0.03%
88
Tuesday Morning Corporation
156,200$90K0.02%
89
Ideal Power, Inc.
27,605$52K0.01%
90
eMagin Corporation @1.55 1/29/
890,000$36K0.01%
91
eMagin Corporation @2.45 5/24/
1,625,000$32K0.01%
92
Ocean Power Technologies @3.85
714,280$29K0.01%
93
Sensus Healthcare, Inc @6.75 6
130,261$5K0.00%
94
EyeGate Pharmaceuticals @10.62
137,092$4K0.00%