AWM Investment Company, Inc. Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$787.0M

Holdings

98

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (98 positions)

#StockSharesValue% PortfolioType
1
INFUInfusystem Holdings, Inc.
2,000,000$37.6M4.77%
2
AMSCAmerican Superconductor Corp
1,268,670$29.7M3.78%
3
GNSSGenasys Incorporated
4,349,544$28.4M3.60%
4
ARGXargenx SE - ADR (Netherlands)
80,000$23.5M2.99%
5
LPSNUSDLivePerson, Inc.
360,000$22.4M2.85%
6
TAUSDTravelCenters of America LLC
674,800$22.0M2.80%
7
OPRXOptimizeRx Corporation
700,000$21.8M2.77%
8
QSequans Communications S.A. AD
3,214,540$19.4M2.47%
9
RGENRepligen Corporation
100,000$19.2M2.43%
10
PIImpinj, Inc.
451,377$18.9M2.40%
11
LOVELovesac Company, The
420,219$18.1M2.30%
12
NeoPhotonics Corporation
1,920,722$17.5M2.22%
13
CEVACEVA, Inc.
382,268$17.4M2.21%
14
SharpSpring, Inc.
1,018,604$16.6M2.11%
15
WPRTWestport Fuel Systems, Inc.
3,082,047$16.4M2.09%
16
LiqTech International, Inc.
2,043,290$16.3M2.08%
17
OOMAOoma, Inc.
1,106,165$15.9M2.02%
18
PPHMEURAvid Bioservices, Inc.
1,233,000$14.2M1.81%
19
KOPNKopin Corporation
5,529,147$13.4M1.71%
20
PFSWUSDPfsweb, Inc.
1,994,021$13.4M1.71%
21
KIDSOrthoPediatrics Corporation
303,221$12.5M1.59%
22
Turtle Beach Corp. @0 pre-fund
550,000$11.9M1.51%
23
TBCHTurtle Beach Corporation
545,543$11.8M1.49%
24
CTRNCiti Trends, Inc.
230,000$11.4M1.45%
25
CELHCelsius Holdings, Inc.
225,000$11.3M1.44%
26
Resonant, Inc.
4,169,213$11.0M1.40%
27
Zealand Pharma A/S (Denmark)
297,226$10.8M1.37%
28
GAN, Ltd. (London)
523,180$10.6M1.35%
29
NeoGames S.A. (Luxembourg)
275,000$10.4M1.33%
30
TLSTelos Corp.
300,000$9.9M1.26%
31
RADA Electronic Industries,Ltd
1,000,000$9.8M1.24%
32
CNTCentury Casinos, Inc.
1,522,888$9.7M1.24%
33
LMATLeMaitre Vascular Inc.
230,000$9.3M1.18%
34
ATOMAtomera Incorporated
578,658$9.3M1.18%
35
MRAMEverspin Technology, Inc.
1,878,597$8.6M1.10%
36
VMDViemed Healthcare, Inc. (Canad
1,085,000$8.5M1.08%
37
ETONEton Pharmaceuticals, Inc.
971,681$7.9M1.00%
38
Limelight Networks, Inc.
1,972,688$7.9M1.00%
39
SPNEUSDSeaSpine Holdings Corp.
441,547$7.7M0.98%
40
GAIAGaia, Inc.
772,282$7.6M0.97%
41
VICRVicor Corporation
79,000$7.3M0.93%
42
SPROSpero Therapeutics, Inc.
372,755$7.2M0.92%
43
PRNProfound Medical Corp. (U.S.)
348,939$7.2M0.91%
44
RDCMRADCOM, Ltd. (Israel)
578,312$6.3M0.80%
45
UCTTUltra Clean Holdings, Inc.
185,391$5.8M0.73%
46
RUNSunrun, Inc.
82,244$5.7M0.73%
47
voxeljet AG, ADR (Germany)
561,978$5.5M0.70%
48
Mohawk Group Holdings, Inc.
310,038$5.3M0.68%
49
ALTOAlto Ingredients, Inc.
935,000$5.1M0.65%
50
GRWGGrowGeneration Corp.
125,000$5.0M0.64%
51
ONEWOneWater Marine, Inc. - CL A
171,487$5.0M0.63%
52
AEHRAehr Test Systems
1,898,534$4.8M0.61%
53
Medicenna Therapeutics Corp.
1,000,000$4.7M0.59%
54
eMagin Corporation
2,805,512$4.6M0.59%
55
NGSNatural Gas Services Group
478,824$4.5M0.58%
56
CDNACareDx, Inc.
60,000$4.3M0.55%
57
LEAFLeaf Group, Ltd.
929,500$4.3M0.55%
58
FRG1EURFranchise Group, Inc.
131,912$4.0M0.51%
59
JYNTThe Joint Corp.
152,181$4.0M0.51%
60
NDLSUSDNoodles & Co.
480,403$3.8M0.48%
61
ELUTAziyo Biologics, Inc.
257,377$3.5M0.45%
62
BioTelemetry, Inc.
48,500$3.5M0.44%
63
VERUEURVeru,Inc.
400,000$3.5M0.44%
64
Exicure, Inc.
1,900,000$3.4M0.43%
65
OPKOPKO Health, Inc.
800,000$3.2M0.40%
66
eMagin Corp @.78 10/9/19-10/9/
3,000,000$3.1M0.40%
67
Misonix, Inc.
249,239$3.1M0.40%
68
NEONNeonode, Inc.
456,620$3.1M0.39%
69
Soleno Therapeutics, Inc.
1,550,000$3.0M0.38%
70
QUIKQuickLogic Corporation
775,222$2.9M0.37%
71
Boingo Wireless, Inc.
222,537$2.8M0.36%
72
Ideal Power @2.32 11/13/24 9.9
439,180$2.8M0.36%
73
Health Science Acquisitions Co
200,000$2.6M0.33%
74
RETAEURReata Pharmaceuticals, Inc.
20,000$2.5M0.31%
75
Ideal Power, Inc.
284,793$2.3M0.30%
76
AQMSEURAqua Metals, Inc.
742,570$2.2M0.28%
77
EMKREUREMCORE Corp.
392,801$2.1M0.27%
78
Ideal Power @.001 (pre-funded)
253,830$2.1M0.26%
79
ITIEURIteris, Inc.
355,359$2.0M0.26%
80
TCMDTactile Systems Technology
43,560$2.0M0.25%
81
INVO Bioscience, Inc.
625,000$1.9M0.24%
82
PGNYProgyny, Inc.
40,000$1.7M0.22%
83
PRTCPureTech Health PLC. - ADR
30,000$1.7M0.21%
84
COOThe Cooper Companies, Inc.
4,500$1.6M0.21%
85
CTSOCytoSorbents Corp.
200,000$1.6M0.20%
86
DCTHDelcath Systems, Inc.
87,000$1.6M0.20%
87
IDNIntellicheck, Inc.
125,010$1.4M0.18%
88
AIOTPowerfleet, Inc.
190,000$1.4M0.18%
89
CYRXCryoport, Inc.
30,000$1.3M0.17%
90
YTRAYatra Online, Inc. (India)
656,624$1.3M0.16%
91
BLUBellus Health, Inc.
400,000$1.2M0.16%
92
NNDMNano Dimension, Ltd. ADR (Isra
120,712$1.1M0.14%
93
UTIUniversal Technical Institute,
158,781$1.0M0.13%
94
5:01 Acquition Corp.
100,000$1.0M0.13%
95
SPRBSpruce Biosciences, Inc.
40,000$972K0.12%
96
BCBEURPrimo Water Corp.
61,142$959K0.12%
97
Magal Security System, Ltd (Is
231,618$899K0.11%
98
Ocean Power Technologies @3.85
714,280$829K0.11%
99
Zealand Pharma A/S ADR (Denmar
19,981$718K0.09%
100
VITLVital Farms, Inc.
25,000$633K0.08%
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