AWM Investment Company, Inc. Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$565.5M

Holdings

92

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (92 positions)

#StockSharesValue% PortfolioType
1
CEVACEVA, Inc.
876,931$39.9M7.05%
2
SQNSSequans Communications - ADR
7,727,240$25.6M4.52%
3
KOPNKopin Corporation
6,675,282$24.8M4.38%
4
PIImpinj, Inc.
487,024$23.7M4.19%
5
LPSNUSDLivePerson, Inc.
2,013,578$22.1M3.92%
6
LMATLeMaitre Vascular Inc.
664,428$20.7M3.67%
7
AQMSEURAqua Metals, Inc.
1,460,637$18.3M3.24%
8
NeoPhotonics Corporation
2,265,838$17.5M3.09%
9
Corium International Inc.
2,276,700$17.0M3.00%
10
UCTTUltra Clean Holdings, Inc.
870,000$16.3M2.88%
11
TCMDTactile Systems Technology,
550,000$15.7M2.78%
12
Everspin Technology, Inc.
755,954$15.1M2.67%
13
Microvision, Inc.
6,602,231$14.0M2.48%
14
PFSWUSDPfsweb, Inc.
1,560,394$12.9M2.28%
15
Loxo Oncology, Inc.
160,000$12.8M2.27%
16
VCRAUSDVocera Communications, Inc.
483,857$12.8M2.26%
17
JPXAerovironment, Inc.
333,272$12.7M2.25%
18
Aratana Therapeutics, Inc.
1,587,620$11.5M2.03%
19
OOMAOoma,Inc.
1,343,950$10.8M1.90%
20
CTRNCiti Trends, Inc.
430,000$9.1M1.61%
21
DSP Group, Inc.
743,639$8.6M1.53%
22
MCBC Holdings, Inc.
423,232$8.3M1.46%
23
Adesto Technologies Corp.
1,800,000$8.2M1.45%
24
eMagin Corporation
3,261,000$8.0M1.41%
25
Broadwind Energy, Inc.
1,442,434$7.3M1.29%
26
MXLMaxLinear, Inc.
260,000$7.3M1.28%
27
AMSCAmerican Superconductor, Corp.
1,519,124$7.0M1.24%
28
KRNTKornit Digital Ltd., Israel
350,098$6.8M1.20%
29
LRAD Corporation
3,989,757$6.7M1.19%
30
IDNIntellicheck Mobilisa, Inc.
1,628,341$6.3M1.12%
31
Revolution Lighting Technologi
924,941$6.1M1.08%
32
ASV Holdings Inc.
725,000$5.9M1.04%
33
NLSTNetlist, Inc.
5,560,089$5.7M1.00%
34
AXGNAxoGen, Inc.
337,006$5.6M1.00%
35
Boingo Wireless, Inc.
354,591$5.3M0.94%
36
AEHRAehr Test Systems
1,332,890$5.0M0.88%
37
RGENRepligen Corporation
120,000$5.0M0.88%
38
Trillium Therapeutics Corp.
1,003,522$4.4M0.78%
39
Determine, Inc.
1,455,220$3.9M0.68%
40
ATOMAtomera Incorporated
852,985$3.7M0.65%
41
CLSDUSDClearside Biomedical, Inc.
401,433$3.7M0.65%
42
Park Electrochemical Corp.
197,000$3.6M0.64%
43
Manitex Int'l Inc.
487,682$3.4M0.60%
44
Neonode, Inc.
3,126,315$3.4M0.60%
45
ITIEURIteris, Inc.
535,369$3.3M0.59%
46
BioTelemetry, Inc.
99,189$3.3M0.59%
47
INVNIdentiv, Inc.
627,271$3.3M0.58%
48
CVVCVD Equipment Corporation
288,700$3.2M0.57%
49
Bazaarvoice Inc.
644,230$3.2M0.56%
50
Five Prime Therapeutics, Inc.
100,000$3.0M0.53%
51
Achaogen, Inc.
130,200$2.8M0.50%
52
Ideal Power, Inc.
1,346,635$2.8M0.50%
53
VTE1Asure Software, Inc.
177,624$2.6M0.46%
54
Health Insurance Innovations,
108,347$2.5M0.45%
55
INFUInfusystem Holdings, Inc.
1,413,201$2.5M0.45%
56
SharpSpring, Inc.
530,734$2.4M0.43%
57
OPKOpko Health Inc.
350,000$2.3M0.41%
58
Pfenex, Inc.
563,255$2.3M0.40%
59
NTN Buzztime, Inc.
324,191$2.2M0.39%
60
DMRCDigimarc Corporation
54,023$2.2M0.38%
61
AUPHAurinia Pharmaceuticals Inc.
352,500$2.2M0.38%
62
ARGXargenx SE - ADR (Netherlands)
100,000$2.1M0.38%
63
ARI Network Services, Inc.
300,000$2.1M0.37%
64
SRTSSensus Healthcare, Inc
491,938$2.0M0.35%
65
Syros Pharmaceuticals, Inc.
121,624$2.0M0.35%
66
IZEA Inc. (F4)
1,018,216$1.9M0.34%
67
PC-Tel, Inc.
274,399$1.9M0.34%
68
NVEEUSDNV5 Global Inc.
34,156$1.5M0.26%
69
XELBUSDXCel Brands Inc.
430,002$1.3M0.23%
70
Tuesday Morning Corporation
650,000$1.2M0.22%
71
Enservco Corp
3,839,415$1.2M0.21%
72
Christopher & Banks Corp.
749,960$982K0.17%
73
ESSA Pharma Inc.
1,440,269$792K0.14%
74
SAIASaia, Inc.
15,000$769K0.14%
75
Xactly Corporation
46,928$734K0.13%
76
The Meet Group, Inc.
144,096$728K0.13%
77
Female Health Co.
600,000$630K0.11%
78
RDCMRADCOM Ltd.
31,500$610K0.11%
79
Sierra Oncology, Inc.
500,000$585K0.10%
80
Avinger, Inc.
1,150,000$516K0.09%
81
ARDXArdelyx, Inc.
100,000$510K0.09%
82
Juniper Pharmaceuticals, Inc
100,000$505K0.09%
83
ADVMCHFAdverum Biotechnologies, Inc.
200,000$500K0.09%
84
KTOSKratos Defense & Security Solu
32,807$389K0.07%
85
Roka Bioscience Inc.
132,297$352K0.06%
86
Xplore Technologies, Corp.
154,521$301K0.05%
87
Sensus Healthcare, Inc @6.75 6
494,939$297K0.05%
88
OvaScience, Inc.
150,000$234K0.04%
89
Rand logistics Inc.
328,835$128K0.02%
90
VSTMVerastem, Inc.
50,000$109K0.02%
91
Cellectar Biosciences @4.68 8/
106,600$23K0.00%
92
EyeGate Pharmaceuticals @10.62
137,092$11K0.00%