S Squared Technology, LLC

CIK: 0001322924Latest portfolio: $258.2M · Q4 2025

Holdings

32

Total Value

$258.2M

New Positions

1

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
LSCCLATTICE SEMICONDUCTOR CORP
356,373$26.2M10.15%+10K
2
KRYSKRYSTAL BIOTECH INC
96,215$23.7M9.19%-13,000
3
SYMSYMBOTIC INC
264,126$15.7M6.09%-85,874
4
PRLBPROTO LABS INC
306,103$15.5M6.00%-5,000
5
KTOSKRATOS DEFENSE & SECURITY
184,475$14.0M5.42%-15,000
6
DAVEDAVE INC
61,351$13.6M5.26%-6,000
7
OLEDUNIVERSAL DISPLAY CORP
111,000$13.0M5.02%+7K
8
SLABSILICON LABORATORIES INC
98,000$12.8M4.96%+3K
9
ALGMALLEGRO MICROSYSTEMS INC
457,451$12.1M4.67%+60K
10
IPGPIPG PHOTONICS CORP
143,916$10.3M3.99%+25K
11
ATDATI INC
80,000$9.2M3.55%NEW
12
AMBAAMBARELLA INC
128,551$9.1M3.53%-25,000
13
FIVNFIVE9 INC
430,195$8.6M3.34%+80K
14
ARLOARLO TECHNOLOGIES INC
519,767$7.3M2.82%
15
SEMRSEMRUSH HOLDINGS INC-A
550,079$6.5M2.53%+131K
16
MGNIMAGNITE INC
402,862$6.5M2.53%+135K
17
SMWBSIMILARWEB LTD
775,161$5.8M2.25%+88K
18
GDYNGRID DYNAMICS HOLDINGS INC
636,737$5.7M2.23%+332K
19
CMRCCOMMERCE.COM-SER 1
1,207,786$5.0M1.93%+86K
20
PWIPOWER INTEGRATIONS INC
130,000$4.6M1.79%+70K
21
FTKFLOTEK INDUSTRIES INC
263,726$4.5M1.76%+33K
22
CXMSPRINKLR INC
571,661$4.4M1.72%+51K
23
VTE1ASURE SOFTWARE INC
399,360$3.8M1.46%-65,869
24
APPSDIGITAL TURBINE INC
653,571$3.3M1.27%+75K
25
GAIAGAIA INC-CLASS A
723,305$2.6M1.02%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GDYN637K+332K
MGNI403K+135K
SEMR550K+131K
SMWB775K+88K
CMRC1.2M+86K
FIVN430K+80K
APPS654K+75K
ALGM457K+60K
CXM572K+51K
FTK264K+33K

Decreased Positions

NameSharesChange
DCGO2.1M-370527
SYM264K-85874
VTE1399K-65869
AMBA129K-25000
KTOS184K-15000
DAVE61K-6000
PRLB306K-5000
PWI130K70K
KLTR1.3M373K

Sector Breakdown

Technology0.0% ($2.6221135831296214e+64T)
Communication Services0.0% ($65385805262.5T)
Industrials0.0% ($1571515485.1T)
Unknown0.0% ($918.0T)
Healthcare0.0% ($237.2B)
Energy0.0% ($4.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$258.2M32
Q3 2025Nov 14, 2025$263.0B36
Q2 2025Aug 7, 2025$237.3B35
Q1 2025May 16, 2025$195.4B33
Q4 2024Feb 13, 2025$240.7B35

Fund Information

CIK0001322924
Most Recent FilingFeb 13, 2026
Number of Filings5

S Squared Technology, 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 $258.2M across 32 holdings. The largest position is LATTICE SEMICONDUCTOR CORP (LSCC), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 5 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.