Essex Investment Management
$759M 13F equity value
327 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Essex Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 105,543 | $28M | 3.6% |
| LINC | LINCOLN EDL SVCS CORP | 340,366 | $17M | 2.2% |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | 241,382 | $15M | 2.0% |
| OUST | OUSTER INC | 226,028 | $14M | 1.9% |
| LGND | LIGAND PHARMACEUTICALS INC | 43,567 | $14M | 1.8% |
| CECO | CECO ENVIRONMENTAL CORP | 150,416 | $14M | 1.8% |
| STRL | STERLING INFRASTRUCTURE INC | 16,155 | $14M | 1.8% |
| AIP | ARTERIS INC | 277,665 | $13M | 1.8% |
| MIRM | MIRUM PHARMACEUTICALS INC | 105,669 | $12M | 1.6% |
| AGX | ARGAN INC | 15,467 | $12M | 1.6% |
Track Essex Investment Management's 13F portfolio: $759M in reported holdings, 327 positions. Top holdings and quarterly changes on SentiSense.
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