ESSEX INVESTMENT MANAGEMENT CO LLC

CIK: 0000201772Latest portfolio: $655.9M · Q4 2025

Holdings

306

Total Value

$655.9M

New Positions

304

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
TSEMTOWER SEMICONDUCTOR LTD
192,628$22.6M3.45%NEW
2
KTOSKRATOS DEFENSE & SEC SOLUTIONS
190,194$14.4M2.20%NEW
3
STRLSTERLING INFRASTRUCTURE INC
44,685$13.7M2.09%NEW
4
HCIHCI GROUP INC
59,209$11.3M1.73%NEW
5
LGNDLIGAND PHARMACEUTICALS INC
60,020$11.3M1.73%NEW
6
IM8NINSMED INC
62,423$10.9M1.66%NEW
7
KNSAKINIKSA PHARMACEUTICALS INTL P
250,975$10.4M1.58%NEW
8
GSATGLOBALSTAR INC
167,389$10.2M1.56%NEW
9
ADPTADAPTIVE BIOTECHNOLOGIES CORP
624,217$10.1M1.55%NEW
10
AAPLAPPLE INC
34,868$9.5M1.45%NEW
11
LINCLINCOLN EDL SVCS CORP
388,819$9.4M1.43%NEW
12
CECOCECO ENVIRONMENTAL CORP
154,457$9.2M1.41%NEW
13
GHMGRAHAM CORP
140,691$9.0M1.38%NEW
14
MIRMMIRUM PHARMACEUTICALS INC
111,310$8.8M1.34%NEW
15
DRSLEONARDO DRS INC
256,862$8.8M1.33%NEW
16
AGXARGAN INC
27,628$8.7M1.32%NEW
17
MSFTMICROSOFT CORP
17,613$8.5M1.30%NEW
18
J2AWILLDAN GROUP INC
76,921$8.0M1.22%NEW
19
GSGOLDMAN SACHS GROUP INC
8,659$7.6M1.16%NEW
20
TTITETRA TECHNOLOGIES INC DEL
760,393$7.1M1.09%NEW
21
MIRMIRION TECHNOLOGIES INC
303,352$7.1M1.08%NEW
22
XZOEXZEO GROUP INC
291,076$7.1M1.08%NEW
23
AVPTAVEPOINT INC
508,014$7.1M1.08%NEW
24
AEMAGNICO EAGLE MINES LTD
40,022$6.8M1.03%NEW
25
AMZNAMAZON COM INC
28,833$6.7M1.01%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Technology0.0% ($2.2618947985177058e+231T)
Industrials0.0% ($1.4437136839244904e+213T)
Healthcare0.0% ($1.1347103521013788e+144T)
Financial Services0.0% ($1.1349761170585996e+65T)
Energy0.0% ($7.124373526722096e+54T)
Unknown0.0% ($1.0864797340383592e+44T)
Basic Materials0.0% ($6.784127811718728e+40T)
Consumer Cyclical0.0% ($6.655498144363216e+26T)
Consumer Defensive0.0% ($9.389452739081352e+23T)
Communication Services0.0% ($102176248472229855232.0T)
Utilities0.0% ($562212177622482176.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$655.9M306
Q3 2025Nov 6, 2025$653.4B0
Q2 2025Aug 12, 2025$550.0B298
Q1 2025May 7, 2025$479.4B303
Q4 2024Feb 7, 2025$556.1B307

Fund Information

CIK0000201772
Most Recent FilingFeb 13, 2026
Number of Filings5

ESSEX INVESTMENT MANAGEMENT CO LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $655.9M across 306 holdings. The largest position is TOWER SEMICONDUCTOR LTD (TSEM), representing 3.4% of the portfolio. Compared to the previous quarter, the fund opened 306 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.