1492 Capital Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
1C
1492 Capital Management LLC
Institutional Filer 0.58%$262.6M130

Current Portfolio Holdings

Showing all 130 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CRSCarpenter Technology CorporationIndustrials29K$11.5M4.38%
2AAOIApplied Optoelectronics, Inc.Technology125K$10.6M4.03%
3ADTNADTRAN Holdings, Inc.Technology625K$7.9M2.99%
4ZETAZeta Global Holdings Corp.Technology410K$6.5M2.49%
5LITELumentum Holdings Inc.Technology9K$6.3M2.40%
6IMAXIMAX CorporationCommunication Services162K$6.2M2.35%
7CPACopa Holdings, S.A.Industrials54K$6.1M2.32%
8ATIATI Inc.Industrials42K$6.1M2.32%
9SFStifel Financial Corp.Financial Services81K$6.0M2.28%
10ALHCAlignment Healthcare, Inc.Healthcare324K$5.7M2.17%
11MTHMeritage Homes CorporationConsumer Cyclical91K$5.6M2.14%
12MXLMaxLinear, Inc.Technology317K$5.5M2.10%
13KALUKaiser Aluminum CorporationBasic Materials43K$5.2M1.99%
14TCBXThird Coast Bancshares, Inc.Financial Services133K$5.0M1.91%
15STRLSterling Infrastructure, Inc.Industrials12K$4.8M1.82%
Showing 1 to 15 of 130 holdings
1492 Capital Management LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner