AWM Investment Company, Inc. Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$511.8M

Holdings

86

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
LPSNUSDLivePerson, Inc.
657,743$24.3M4.75%
2
INFUInfusystem Holdings, Inc.
2,000,000$17.1M3.33%
3
NeoPhotonics Corporation
1,901,722$16.8M3.28%
4
OOMAOoma,Inc.
1,253,006$16.6M3.24%
5
KIDSOrthoPediatrics Corporation
351,795$16.5M3.23%
6
Adesto Technologies Corp
1,879,651$16.0M3.12%
7
GNSSGenasys Incorporated
4,850,706$15.9M3.10%
8
RETAEURReata Pharmaceuticals, Inc.
75,000$15.3M3.00%
9
ARGXargenx SE - ADR (Netherlands)
95,000$15.2M2.98%
10
Zealand Pharma A/S (Denmark)
410,185$14.5M2.83%
11
Exicure, Inc.
4,594,200$13.1M2.57%
12
PIImpinj, Inc.
499,077$12.9M2.52%
13
CEVACEVA, Inc.
470,000$12.7M2.48%
14
UCTTUltra Clean Holdings, Inc.
527,721$12.4M2.42%
15
LiqTech International, Inc.
2,043,290$12.0M2.34%
16
LOVELovesac Company, The
743,016$11.9M2.33%
17
LMATLeMaitre Vascular Inc.
315,000$11.3M2.21%
18
RGENRepligen Corporation
121,000$11.2M2.19%
19
Bellus Health, Inc. (Canada)
1,461,988$11.0M2.16%
20
OPRXOptimizeRx Corporation
952,027$9.8M1.91%
21
Limelight Networks, Inc.
2,220,000$9.1M1.77%
22
TCMDTactile Systems Technology
130,714$8.8M1.72%
23
AMSCAmerican Superconductor Corp
1,114,328$8.7M1.71%
24
CNTCentury Casinos, Inc.
1,050,836$8.3M1.63%
25
CTRNCiti Trends, Inc.
355,808$8.2M1.61%
26
MRAMEverspin Technology, Inc.
1,553,091$8.2M1.60%
27
QSequans Communications S.A.
2,399,001$7.2M1.41%
28
PFSWUSDPfsweb, Inc.
1,832,185$7.0M1.37%
29
SharpSpring, Inc.
594,798$6.8M1.33%
30
VMDViemed Healthcare, Inc.
1,086,000$6.8M1.33%
31
INSEInspired Entertainment, Inc.
998,543$6.7M1.32%
32
GAIAGaia, Inc.
811,151$6.5M1.27%
33
PPHMEURAvid Bioservices, Inc.
843,162$6.5M1.26%
34
AKTSQAkoustis Technologies, Inc.
773,611$6.2M1.21%
35
voxeljet AG, ADR (Germany)
2,785,927$5.7M1.12%
36
Boingo Wireless, Inc.
474,821$5.2M1.02%
37
Turtle Beach Corp. @0 pre-fund
550,000$5.2M1.02%
38
ATOMAtomera Incorporated
1,659,450$5.1M1.00%
39
CDNACareDx, Inc.
235,000$5.1M0.99%
40
TBCHTurtle Beach Corporation
535,543$5.1M0.99%
41
CELHCelsius Holdings, Inc.
1,044,459$5.0M0.99%
42
MVISMicrovision, Inc.
6,927,200$5.0M0.97%
43
SPROSpero Therapeutics, Inc.
474,344$4.6M0.89%
44
Vivint Solar, Inc.
609,205$4.4M0.86%
45
RDCMRADCOM, Ltd.
523,553$4.4M0.86%
46
AQMSEURAqua Metals, Inc.
5,557,906$4.2M0.82%
47
Millendo Therapeutics, Inc.
611,900$4.1M0.81%
48
AEHRAehr Test Systems
1,898,524$3.8M0.74%
49
ETONEton Pharmaceuticals, Inc.
516,882$3.7M0.73%
50
PRPLPurple Innovation, Inc.
400,000$3.5M0.68%
51
GHMGraham Corp.
158,729$3.5M0.68%
52
DSP Group, Inc.
199,623$3.1M0.61%
53
KOPNKopin Corporation
7,282,997$2.9M0.57%
54
BioTelemetry, Inc.
60,000$2.8M0.54%
55
Mohawk Group Holdings, Inc.
448,704$2.6M0.52%
56
BWENBroadwind Energy, Inc.
1,365,092$2.3M0.44%
57
WPRTWestport Fuel Systems Inc.
857,879$2.0M0.40%
58
Primo Water Corp.
172,000$1.9M0.38%
59
ITIEURIteris, Inc.
373,859$1.9M0.36%
60
QuickLogic Corporation
310,690$1.9M0.36%
61
VERUEURVeru,Inc.
500,000$1.7M0.33%
62
eMagin Corporation
4,492,624$1.5M0.30%
63
Magal Security System, Ltd
395,656$1.5M0.29%
64
OPKOPKO Health, Inc.
1,000,000$1.5M0.29%
65
eMagin Corporation @.01 pre fu
4,000,000$1.3M0.26%
66
AIOTPowerfleet, Inc.
200,000$1.3M0.25%
67
WCPCPI Aerostructures, Inc.
158,438$1.1M0.21%
68
PC-Tel, Inc.
120,698$1.0M0.20%
69
Ideal Power @.001 (pre-funded)
403,828$929K0.18%
70
Zagg, Inc.
110,000$892K0.17%
71
CVVCVD Equipment Corporation
259,414$835K0.16%
72
Tuesday Morning Corporation
444,300$822K0.16%
73
ERIIEnergy Recovery Inc.
79,400$777K0.15%
74
NVEEUSDNV5 Global, Inc.
15,000$757K0.15%
75
NEONNeonode, Inc.
356,210$691K0.14%
76
Zealand Pharma A/S ADR(Denmark
19,981$663K0.13%
77
IZEA Worldwide, Inc.
2,278,000$539K0.11%
78
Ideal Power @2.32 11/13/24 9.9
504,787$510K0.10%
79
TAUSDTravelCenters of America LLC
28,934$496K0.10%
80
Enservco Corporation
2,540,068$473K0.09%
81
Anchiano Therapeutics, Ltd.
312,980$438K0.09%
82
DXLGDestination XL Group, Inc.
285,176$365K0.07%
83
Verb Technology @3.443 4/9/24
640,000$288K0.06%
84
eMagin Corp @.78 10/9/19-10/9/
3,000,000$270K0.05%
85
OPTTOcean Power Technologies, Inc.
211,891$184K0.04%
86
AMTXAemetis, Inc.
178,944$149K0.03%
87
Myomo, Inc.
373,159$112K0.02%
88
Ocean Power Technologies @3.85
714,280$57K0.01%
89
eMagin Corporation @1.55 1/29/
890,000$36K0.01%
90
eMagin Corporation @2.45 5/24/
1,625,000$32K0.01%
91
Ideal Power, Inc.
12,605$29K0.01%
92
Sensus Healthcare, Inc @6.75 6
130,261$13K0.00%
93
EyeGate Pharmaceuticals @10.62
137,092$7K0.00%