1y return+69.8%S&P 500 +20.9%
3y return+145.9%S&P 500 +68.5%
5y return+39.1%S&P 500 +74.5%
10y return+531.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $631 against $357 in the S&P 500.2
G2 Investment Partners Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XMTRXometry Inc | $30.7M | 5.6% | −13.0% |
| BANDBandwidth Inc | $23.2M | 4.2% | New |
| DAVEDave Inc | $21.2M | 3.9% | −52.4% |
| SEZLSezzle Inc | $20.4M | 3.7% | −29.0% |
| AEISAdvanced Energy Inds | $19.8M | 3.6% | −9.3% |
| VIAVViavi Solutions Inc | $17.8M | 3.2% | −35.0% |
| NAVNNavan Inc | $15.8M | 2.9% | +503.9% |
| RELYRemitly Global Inc | $14.9M | 2.7% | +233.1% |
| SMTCSemtech Corp | $14.3M | 2.6% | +96.2% |
| DIODDiodes Inc | $14.2M | 2.6% | +271.2% |
| FEIMFrequency Electrs Inc | $13.4M | 2.4% | +80.5% |
| DYDycom Inds Inc | $12.6M | 2.3% | −45.5% |
| LFUSLittelfuse Inc | $12.5M | 2.3% | New |
| MITKMitek Sys Inc | $12.5M | 2.3% | +24.5% |
| TWLOTwilio Inc | $12.4M | 2.3% | New |
| TTMITtm Technologies Inc | $12.2M | 2.2% | −48.0% |
| VSHVishay Intertechnology Inc | $12.0M | 2.2% | +51.5% |
| MTSIMacom Tech Solutions Hldgs I | $11.1M | 2.0% | −11.3% |
| PRCHPorch Group Inc | $11.1M | 2.0% | +104.3% |
| Tower Semiconductor LtdCUSIP M87915274 | $10.7M | 1.9% | −30.3% |
| NOVTNovanta Inc | $10.7M | 1.9% | −23.6% |
| FLYWFlywire Corporation | $10.4M | 1.9% | New |
| AIRAar Corp | $10.3M | 1.9% | +21.1% |
| PTRNPattern Group Inc | $9.4M | 1.7% | −16.5% |
| Kornit Digital LtdCUSIP M6372Q113 | $9.3M | 1.7% | +776.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TTMITtm Technologies Inc | June 30, 2024 | +862.5% | $12.2M |
| STRLSterling Infrastructure Inc | June 30, 2024 | +609.3% | $8.5M |
| Tower Semiconductor LtdCUSIP M87915274 | June 30, 2025 | +501.2% | $10.7M |
| MODModine Mfg Co | September 30, 2023 | +483.7% | $8.3M |
| AIPArteris Inc | December 31, 2024 | +376.8% | $8.9M |
| LYTSLsi Inds Inc Ohio | June 30, 2022 | +330.8% | $8.0M |
| MTSIMacom Tech Solutions Hldgs I | December 31, 2023 | +309.2% | $11.1M |
| VIAVViavi Solutions Inc | September 30, 2025 | +276.3% | $17.8M |
| PRCHPorch Group Inc | December 31, 2024 | +205.7% | $11.1M |
| VSHVishay Intertechnology Inc | March 31, 2026 | +198.8% | $12.0M |
Sold off last quarter
- ALGMAllegro Microsystems Inc was $6.6M
- REALThe Realreal Inc was $3.3M
- HUTHut 8 Corp was $2.7M
- WLDNWilldan Group Inc was $2.4M
- ALABAstera Labs Inc was $2.4M
- FIGRFigure Technology Solutio was $2.3M
- AMPLAmplitude Inc was $1.8M
- Camtek LtdCUSIP M20791105 was $1.8M
- AFRMAffirm Hldgs Inc was $1.5M
- UPWKUpwork Inc was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +61.5% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | −2.6% | +2.4% |
| September 30, 2025 | +13.1% | +7.8% |
| June 30, 2025 | +24.4% | +10.5% |
| March 31, 2025 | −17.5% | −4.6% |
| December 31, 2024 | +25.2% | +2.1% |
| September 30, 2024 | +2.2% | +5.4% |
| June 30, 2024 | −2.2% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −7.0% | −3.6% |
| June 30, 2023 | +0.1% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +1.1% | +7.1% |
| September 30, 2022 | +0.7% | −5.3% |
| June 30, 2022 | −27.0% | −16.5% |
| March 31, 2022 | −25.4% | −4.9% |
| December 31, 2021 | −0.8% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: G2 Investment Partners Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1593404&type=13F-HR&dateb=&owner=include&count=40CIK 1593404
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1593404/000117266126003747/Filed August 14, 2026 · accession 0001172661-26-003747