Essex Investment Management
$630M 13F equity value
328 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 115,933 | $20M | 3.2% |
| LINC | LINCOLN EDL SVCS CORP | 355,304 | $14M | 2.3% |
| STRL | STERLING INFRASTRUCTURE INC | 32,057 | $13M | 2.1% |
| KNSA | KINIKSA PHARMACEUTICALS INTL P | 249,278 | $12M | 1.9% |
| LGND | LIGAND PHARMACEUTICALS INC | 58,460 | $12M | 1.9% |
| DRS | LEONARDO DRS INC | 261,454 | $12M | 1.8% |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | 158,844 | $11M | 1.8% |
| GSAT | GLOBALSTAR INC | 165,665 | $11M | 1.7% |
| INSM | INSMED INC | 62,676 | $10M | 1.6% |
| GHM | GRAHAM CORP | 128,294 | $10M | 1.6% |
Track Essex Investment Management's 13F portfolio: $630M in reported holdings, 328 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}