AIGH Capital Management LLC
Reported holdings as of Q2 2026, from 23 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | $338.8M | 149,000 | +4.02pp | 4q | -25.5%-$116.0M | |
| ISHARES TR OPT | IWM | $331.4M | options only | +0.59pp | 2q | OPTIONS | |
| INVESCO QQQ TR OPT | QQQ | $141.8M | options only | - | new | OPTIONS | |
| MAXLINEAR INC | MXL | $104.7M | 818,000 | - | new | NEW | |
| INTEL CORP | INTC | $87.1M | 623,500 | - | new | NEW | |
| DIGITAL TURBINE INC | APPS | $84.5M | 6,548,450 | +3.40pp | 2q | +33.8%+$21.3M | |
| SILICON MOTION TECHNOLOGY CO | SIMO | $48.0M | 144,000 | -0.04pp | 2q | -28.0%-$18.7M | |
| CLEARFIELD INC | CLFD | $40.1M | 1,008,469 | - | new | NEW | |
| METHODE ELECTRS INC | MEI | $31.8M | 1,678,409 | - | new | NEW | |
| AMTECH SYS INC | ASYS | $28.9M | 1,252,000 | - | new | NEW | |
| FENNEC PHARMACEUTICALS INC | FENC | $26.7M | 2,486,038 | +0.02pp | 6q | +25.5%+$5.4M | |
| KYVERNA THERAPEUTICS INC | KYTX | $24.9M | 2,795,797 | -0.78pp | 3q | +39.8%+$7.1M | |
| NYXOAH S A | NYXH | $24.6M | 14,534,880 | - | new | NEW | |
| PERSONALIS INC | PSNL | $23.0M | 1,715,000 | -1.07pp | 8q | -40.9%-$15.9M | |
| SOPHIA GENETICS SA | SOPH | $22.8M | 3,954,194 | - | new | NEW | |
| 3-D SYS CORP DEL | DDD | $22.0M | 7,271,000 | - | new | NEW | |
| VUZIX CORP | VUZI | $19.6M | 6,745,667 | +0.19pp | 2q | +104.7%+$10.0M | |
| ABEONA THERAPEUTICS INC | ABEO | $18.5M | 2,987,000 | -0.73pp | 3q | -3.6%-$698.3K | |
| ARDELYX INC | ARDX | $16.3M | 3,200,000 | - | new | NEW | |
| BIODESIX INC | BDSX | $15.3M | 678,328 | -0.54pp | 2q | -10.5%-$1.8M | |
| SPRUCE BIOSCIENCES INC | SPRB | $13.5M | 250,000 | - | new | NEW | |
| CASTLE BIOSCIENCES INC | CSTL | $13.0M | 545,101 | -1.16pp | 4q | -7.7%-$1.1M | |
| VANDA PHARMACEUTICALS INC | VNDA | $12.5M | 2,044,169 | -1.80pp | 3q | -25.7%-$4.3M | |
| PELTHOS THERAPEUTICS INC | PTHS | $9.3M | 329,098 | - | new | NEW | |
| DOMO INC OPT | DOMO | $9.0M | options only | - | new | OPTIONS | |
| POLYPID LTD | PYPD | $7.6M | 1,504,741 | -0.47pp | 10q | -5.6%-$451.3K | |
| VERASTEM INC | VSTM | $7.4M | 1,927,000 | -0.98pp | 2q | -3.6%-$278.9K | |
| BROADWIND INC | BWEN | $5.6M | 1,156,000 | - | new | NEW | |
| AEYE INC | LIDR | $5.6M | 3,855,000 | - | new | NEW | |
| ORTHOPEDIATRICS CORP | KIDS | $5.2M | 269,765 | - | new | NEW | |
| APYX MEDICAL CORPORATION | APYX | $5.1M | 1,128,343 | -0.24pp | 3q | +2.1%+$104.9K | |
| IDEAL PWR INC | IPWR | $4.8M | 894,731 | -0.15pp | 21q | -24.3%-$1.5M | |
| TALPHERA INC | TLPH | $4.7M | 4,601,502 | -0.18pp | 4q | -1.3%-$61.8K | |
| TIGO ENERGY INC | TYGO | $4.6M | 1,990,371 | -3.44pp | 2q | -72.7%-$12.3M | |
| ENERGOUS CORP | WATT | $4.4M | 182,000 | -0.18pp | 2q | -15.3%-$793.6K | |
| RENOVORX INC | RNXT | $4.3M | 4,405,439 | -0.23pp | 6q | +18.9%+$685.3K | |
| RICHARDSON ELECTRS LTD | RELL | $3.8M | 200,434 | - | new | NEW | |
| NEURAXIS INC | NRXS | $3.8M | 519,938 | -0.16pp | 6q | +30.0%+$876.7K | |
| COYA THERAPEUTICS INC | COYA | $3.7M | 631,912 | -0.29pp | 15q | -35.2%-$2.0M | |
| IDENTIV INC | INVE | $3.7M | 1,449,121 | +0.02pp | 2q | +254.1%+$2.6M | |
| ELUTIA INC | ELUT | $2.6M | 2,695,644 | -0.35pp | 12q | -25.0%-$881.3K | |
| APREA THERAPEUTICS INC | APRE | $814.8K | 1,015,541 | -0.05pp | 14q | HELD | |
| BIOFRONTERA INC | BFRI | $699.6K | 739,910 | -0.06pp | 10q | -19.2%-$165.7K | |
| QUOIN PHARMACEUTICALS LTD | QNRX | $338.8K | 70,000 | -0.02pp | 3q | +37.3%+$92.0K | |
| NN INC | NNBR | $41.3K | 11,496 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $345.1M | 21.8% |
| Computer Hardware | $342.4M | 21.6% |
| Biotech & Pharma | $146.3M | 9.2% |
| Funds & ETFs | $141.8M | 8.9% |
| Holding & Investment | $84.5M | 5.3% |
| Software & IT Services | $53.8M | 3.4% |
| Healthcare Services | $51.3M | 3.2% |
| Medical Devices | $46.2M | 2.9% |
| Industrials | $28.9M | 1.8% |
| Other sectors | $14.9M | 0.9% |
| Not classified | $331.4M | 20.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.6B | 45 | 18 | 9 | 16 | 16 | 78.0% | 38 |
| Q1 2026 | $733.2M | 43 | 18 | 14 | 5 | 9 | 68.1% | 30 |
| Q4 2025 | $413.1M | 34 | 9 | 12 | 8 | 12 | 67.5% | 33 |
| Q3 2025 | $354.9M | 37 | 17 | 4 | 10 | 15 | 62.3% | 31 |
| Q2 2025 | $222.3M | 35 | 3 | 12 | 14 | 9 | 60.5% | 29 |
| Q1 2025 | $241.6M | 41 | 12 | 8 | 19 | 7 | 56.0% | 36 |
| Q4 2024 | $319.8M | 36 | 7 | 14 | 7 | 10 | 65.7% | 43 |
| Q3 2024 | $354.6M | 39 | 10 | 6 | 8 | 9 | 75.8% | 44 |
| Q2 2024 | $321.0M | 38 | 7 | 13 | 7 | 12 | 72.6% | 38 |
| Q1 2024 | $333.0M | 43 | 17 | 9 | 10 | 13 | 65.4% | 44 |
| Q4 2023 | $252.8M | 39 | 7 | 13 | 9 | 16 | 58.7% | 43 |
| Q3 2023 | $211.3M | 48 | 9 | 14 | 11 | 9 | 54.9% | 44 |
| Q2 2023 | $245.1M | 48 | 11 | 10 | 17 | 14 | 63.1% | 45 |
| Q1 2023 | $271.3M | 51 | 14 | 2 | 17 | 12 | 57.0% | 45 |
| Q4 2022 | $303.6M | 49 | 11 | 17 | 11 | 12 | 58.5% | 46 |
| Q3 2022 | $321.8M | 50 | 11 | 10 | 9 | 7 | 67.9% | 45 |
| Q2 2022 | $380.0M | 46 | 14 | 7 | 7 | 10 | 74.1% | 43 |
| Q1 2022 | $407.7M | 42 | 7 | 22 | 8 | 15 | 71.0% | 42 |
| Q4 2021 | $328.0M | 50 | 17 | 10 | 14 | 17 | 63.1% | 41 |
| Q3 2021 | $475.5M | 50 | 13 | 9 | 11 | 7 | 60.5% | 43 |
| Q2 2021 | $555.5M | 44 | 15 | 13 | 3 | 18 | 64.1% | 43 |
| Q1 2021 | $475.3M | 47 | 26 | 12 | 4 | 24 | 62.4% | 43 |
| Q4 2020 | $246.2M | 45 | 0 | 0 | 0 | 0 | 58.1% | 47 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.