AWM Investment Company, Inc. Q4 2016 Filing

Filed February 2, 2017

Portfolio Value

$510.0M

Holdings

100

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (100 positions)

#StockSharesValue% PortfolioType
1
CEVACEVA, Inc.
1,107,410$37.2M7.28%
2
NeoPhotonics Corporation
1,833,538$19.8M3.89%
3
LMATLeMaitre Vascular Inc.
765,105$19.4M3.80%
4
AQMSEURAqua Metals, Inc.
1,457,524$19.1M3.75%
5
KOPNKopin Corporation
6,601,034$18.7M3.68%
6
VCRAUSDVocera Communications, Inc.
951,427$17.6M3.45%
7
PIImpinj, Inc.
470,623$16.6M3.26%
8
LPSNUSDLivePerson, Inc.
2,013,578$15.2M2.98%
9
SQNSSequans Communications - ADR
7,320,230$13.7M2.68%
10
PFSWUSDPfsweb, Inc.
1,545,738$13.1M2.58%
11
UCTTUltra Clean Holdings, Inc.
1,276,531$12.4M2.43%
12
Brightcove, Inc.
1,473,280$11.9M2.33%
13
CoLucid Pharmaceuticals, Inc.
288,919$10.5M2.06%
14
DSP Group, Inc.
743,639$9.7M1.90%
15
JPXAerovironment, Inc.
357,434$9.6M1.88%
16
AMSCAmerican Superconductor, Corp.
1,246,576$9.2M1.80%
17
TCMDTactile Systems Technology, In
550,000$9.0M1.77%
18
Pfenex, Inc.
923,107$8.4M1.64%
19
Microvision, Inc.
6,124,766$7.7M1.51%
20
KTOSKratos Defense & Security Solu
1,000,000$7.4M1.45%
21
Aratana Therapeutics, Inc.
1,005,000$7.2M1.41%
22
CTRNCiti Trends, Inc.
377,573$7.1M1.39%
23
LRAD Corporation
3,989,757$6.8M1.34%
24
Neonode, Inc.
3,666,195$6.7M1.32%
25
Everspin Technology, Inc.
796,850$6.6M1.30%
26
MCBC Holdings, Inc.
452,065$6.6M1.29%
27
MXLMaxLinear, Inc.
290,000$6.3M1.24%
28
Broadwind Energy, Inc.
1,500,009$6.1M1.19%
29
NLSTNetlist, Inc.
5,680,928$5.8M1.14%
30
Loxo Oncology, Inc.
180,000$5.8M1.13%
31
ATOMAtomera Incorporated
852,985$5.8M1.13%
32
Ideal Power, Inc.
1,681,935$5.5M1.09%
33
IDNIntellicheck Mobilisa, Inc.
1,985,022$5.5M1.07%
34
ChannelAdvisor, Corp.
370,914$5.3M1.04%
35
INFUInfusystem Holdings, Inc.
2,054,507$5.2M1.03%
36
Revolution Lighting Technologi
950,000$5.2M1.02%
37
ALDXAldeyra Therapeutics, Inc.
912,610$4.9M0.96%
38
TREELendingTree, Inc.
48,000$4.9M0.95%
39
Earthstone Energy, Inc.
349,000$4.8M0.94%
40
IZEA Inc.
1,018,216$4.6M0.90%
41
Boingo Wireless, Inc.
355,026$4.3M0.85%
42
Five Prime Therapeutics, Inc.
80,000$4.0M0.79%
43
WCPCPI Aerostructures, Inc.
423,752$3.9M0.77%
44
ESSA Pharma Inc.
1,696,968$3.7M0.73%
45
TearLab Corp.
7,277,250$3.7M0.73%
46
Bazaarvoice Inc.
763,991$3.7M0.73%
47
RGENRepligen Corporation
120,000$3.7M0.73%
48
POLAEURPolar Power, Inc.
393,500$3.5M0.69%
49
WATTEnergous Corporation
203,962$3.4M0.67%
50
Manitex Int'l Inc.
487,682$3.3M0.66%
51
OPKOpko Health Inc.
350,000$3.3M0.64%
52
Cherokee Inc.
300,000$3.1M0.62%
53
AXGNAxoGen, Inc.
342,106$3.1M0.60%
54
SharpSpring, Inc.
530,734$2.8M0.55%
55
NTN Buzztime, Inc.
324,191$2.8M0.54%
56
Cidara Therapeutics Inc.
262,655$2.7M0.54%
57
NVEEUSDNV5 Global Inc.
77,500$2.6M0.51%
58
SRTSSensus Healthcare, Inc
491,938$2.6M0.50%
59
AEHRAehr Test Systems
1,050,000$2.5M0.50%
60
CVVCVD Equipment Corporation
288,700$2.5M0.49%
61
DMRCDigimarc Corporation
82,039$2.5M0.48%
62
Castlight Health, Inc.
496,932$2.5M0.48%
63
BioTelemetry, Inc.
109,189$2.4M0.48%
64
Enservco Corp
3,750,000$2.1M0.41%
65
Trillium Therapeutics Corp. Ca
365,327$2.1M0.40%
66
EXTRExtreme Networks, Inc.
398,762$2.0M0.39%
67
ITIEURIteris, Inc.
535,369$1.9M0.38%
68
XELBUSDXCel Brands Inc.
372,540$1.6M0.32%
69
ARI Network Services, Inc.
300,000$1.6M0.32%
70
Achaogen, Inc.
121,100$1.6M0.31%
71
PC-Tel, Inc.
286,999$1.5M0.30%
72
ARDXArdelyx, Inc.
100,000$1.4M0.28%
73
Streamline Health Solutions
1,126,739$1.4M0.27%
74
Determine, Inc.
716,220$1.3M0.26%
75
Trevena, Inc.
200,000$1.2M0.23%
76
Presbia, PLC (Ireland)
331,307$1.1M0.22%
77
CNCEEURConcert Pharmaceuticals, Inc.
110,000$1.1M0.22%
78
CLSDUSDClearside Biomedical, Inc.
125,000$1.1M0.22%
79
TRACON Pharmaceuticals, Inc.
224,153$1.1M0.22%
80
SAIASaia, Inc.
22,500$993K0.19%
81
Corium International Inc.
200,000$812K0.16%
82
Xplore Technologies, Corp.
380,621$769K0.15%
83
Sierra Oncology, Inc.
500,000$745K0.15%
84
RDCMRADCOM Ltd.
39,000$694K0.14%
85
CPHCipher Pharmaceuticals, Inc.
185,300$676K0.13%
86
ParkerVision, Inc.
331,062$609K0.12%
87
Syros Pharmaceuticals, Inc.
47,550$578K0.11%
88
Turtle Beach Corporation
400,000$524K0.10%
89
Xactly Corporation
46,928$516K0.10%
90
Invuity, Inc.
84,222$484K0.09%
91
SeaChange International, Inc.
196,673$452K0.09%
92
VSTMVerastem, Inc.
377,082$422K0.08%
93
SCYXEURSCYNEXIS, Inc.
125,000$399K0.08%
94
Female Health Co.
400,000$364K0.07%
95
Rand logistics Inc.
328,835$273K0.05%
96
Sensus Healthcare, Inc @6.75 6
494,939$247K0.05%
97
OvaScience, Inc.
150,000$229K0.04%
98
Support.com, Inc.
202,663$174K0.03%
99
EyeGate Pharmaceuticals @10.62
137,092$41K0.01%
100
Cellectar Biosciences @4.68 8/
106,600$19K0.00%