AWM Investment Company, Inc. Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$570.6M

Holdings

87

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
GNSSGenasys Incorporated (F4)
4,818,706$23.4M4.10%
2
INFUInfusystem Holdings, Inc.
2,000,000$23.1M4.05%
3
LPSNUSDLivePerson, Inc.
482,000$20.0M3.50%
4
OOMAOoma,Inc.
1,156,021$19.1M3.34%
5
ARGXargenx SE - ADR (Netherlands)
80,000$18.0M3.16%
6
QSequans Communications S.A. AD
2,809,216$17.2M3.02%
7
LOVELovesac Company, The
655,000$17.2M3.01%
8
CEVACEVA, Inc.
427,768$16.0M2.81%
9
NeoPhotonics Corporation
1,785,722$15.9M2.78%
10
Limelight Networks, Inc.
2,073,688$15.3M2.67%
11
BLUBellus Health, Inc. (Canada) R
1,461,988$15.1M2.65%
12
KIDSOrthoPediatrics Corporation
303,221$13.3M2.33%
13
OPRXOptimizeRx Corporation
983,866$12.8M2.25%
14
VMDViemed Healthcare, Inc. (Canad
1,308,123$12.5M2.20%
15
PIImpinj, Inc.
451,477$12.4M2.17%
16
RGENRepligen Corporation
100,000$12.4M2.17%
17
PFSWUSDPfsweb, Inc.
1,814,185$12.1M2.12%
18
MRAMEverspin Technology, Inc.
1,684,102$11.8M2.07%
19
LiqTech International, Inc.(De
2,043,290$11.2M1.96%
20
Zealand Pharma A/S (Denmark)
297,226$10.2M1.79%
21
AMSCAmerican Superconductor Corpor
1,220,814$9.9M1.74%
22
Exicure, Inc.
4,042,200$9.9M1.73%
23
Resonant, Inc.
4,169,213$9.7M1.70%
24
PRPLPurple Innovation, Inc.
533,452$9.6M1.68%
25
ATOMAtomera Incorporated
1,041,367$9.4M1.64%
26
RETAEURReata Pharmaceuticals, Inc.
60,000$9.4M1.64%
27
Turtle Beach Corp. @0 pre-fund
550,000$8.1M1.42%
28
CELHCelsius Holdings, Inc.
647,200$7.6M1.34%
29
UCTTUltra Clean Holdings, Inc.
334,000$7.6M1.32%
30
KOPNKopin Corporation
5,680,157$7.6M1.32%
31
TBCHTurtle Beach Corporation
510,543$7.5M1.32%
32
SharpSpring, Inc.
841,908$7.4M1.30%
33
RADA Electronic Industries,Ltd
1,000,000$6.5M1.15%
34
GAIAGaia, Inc.
773,282$6.5M1.14%
35
VICRVicor Corporation
90,000$6.5M1.13%
36
GAN Ltd. (London)
254,154$6.5M1.13%
37
GRWGGrowGeneration Corp.
900,000$6.2M1.08%
38
LMATLeMaitre Vascular Inc.
230,000$6.1M1.06%
39
PRNProfound Medical Corp. (U.S.)
348,939$5.9M1.04%
40
CTRNCiti Trends, Inc.
285,342$5.8M1.01%
41
Sonim Technologies, Inc.
6,024,808$4.9M0.85%
42
PPHMEURAvid Bioservices, Inc.
728,832$4.8M0.84%
43
RDCMRADCOM, Ltd. (Israel)
578,312$4.7M0.82%
44
CNTCentury Casinos, Inc.
1,097,404$4.6M0.80%
45
voxeljet AG, ADR (Germany)
2,809,899$4.4M0.77%
46
ETONEton Pharmaceuticals, Inc.
802,617$4.4M0.77%
47
AEHRAehr Test Systems
1,898,534$3.7M0.65%
48
Vivint Solar, Inc.
359,000$3.6M0.62%
49
Soleno Therapeutics, Inc.
1,550,000$3.4M0.60%
50
Boingo Wireless, Inc.
250,316$3.3M0.58%
51
KRMDRepro-Med Systems, Inc.
370,000$3.3M0.58%
52
SPROSpero Therapeutics, Inc.
243,755$3.3M0.58%
53
SPNEUSDSeaSpine Holdings Corp.
293,677$3.1M0.54%
54
KTOSKratos Defense & Security Solu
190,218$3.0M0.52%
55
NGSNatural Gas Services Group Inc
441,261$2.8M0.48%
56
OPKOPKO Health, Inc.
800,000$2.7M0.48%
57
QUIKQuickLogic Corporation
882,119$2.7M0.47%
58
AQMSEURAqua Metals, Inc.
1,868,907$2.6M0.46%
59
Ideal Power @2.32 11/13/24 9.9
504,787$2.6M0.45%
60
MCFTMasterCraft Boat Holdings, Inc
125,000$2.4M0.42%
61
NDLSUSDNoodles & Co.
390,448$2.4M0.41%
62
eMagin Corporation
2,952,241$2.3M0.41%
63
CDNACareDx, Inc.
65,700$2.3M0.41%
64
JYNTThe Joint Corp.
151,181$2.3M0.40%
65
Misonix,Inc.
168,711$2.3M0.40%
66
VCRAUSDVocera Communications, Inc.
106,079$2.2M0.39%
67
BioTelemetry, Inc.
48,500$2.2M0.38%
68
ITIEURIteris, Inc.
355,359$1.7M0.30%
69
Ideal Power @.001 (pre-funded)
253,830$1.7M0.29%
70
BLUBellus Health Inc.
138,012$1.4M0.25%
71
VERUEURVeru,Inc.
400,000$1.3M0.23%
72
Ideal Power, Inc.
199,186$1.3M0.23%
73
WPRTWestport Fuel Systems Inc.
998,412$1.2M0.22%
74
TAUSDTravelCenters of America LLC
80,000$1.2M0.22%
75
Magal Security System, Ltd (Is
395,656$1.2M0.21%
76
eMagin Corp @.78 10/9/19-10/9/
3,000,000$1.1M0.19%
77
BWENBroadwind Energy, Inc.
275,000$1.0M0.18%
78
K12 Inc.
35,000$953K0.17%
79
AIOTPowerfleet, Inc.
190,000$878K0.15%
80
BCBEURPrimo Water Corp.
61,142$841K0.15%
81
CVVCVD Equipment Corporation
259,414$776K0.14%
82
TCMDTactile Systems Technology, In
18,560$769K0.13%
83
IDNIntellicheck, Inc.
100,000$755K0.13%
84
Zealand Pharma A/S ADR (Denmar
19,981$699K0.12%
85
NEONNeonode, Inc.
72,963$619K0.11%
86
Dirtt Environmental Solutions
425,000$513K0.09%
87
eMagin Corporation @2.45 5/24/
1,625,000$374K0.07%
88
NVEEUSDNV5 Global, Inc.
6,900$351K0.06%
89
Millendo Therapeutics, Inc.
199,000$350K0.06%
90
GROWU.S. Global Investors, Inc.
185,000$350K0.06%
91
eMagin Corporation @1.55 1/29/
890,000$258K0.05%
92
Anchiano Therapeutics, Ltd. -
158,123$217K0.04%
93
Ocean Power Technologies @3.85
714,280$143K0.03%
94
EyeGate Pharmaceuticals @10.62
137,092$6K0.00%