1492 Capital Management LLC

data from 30/09/2025

Capitalization

$ 247.214 M 13.88 %

Average holding period

8 ans

Performance

$ 257.269 M 217.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in 1492 Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ZETA ZETA GLOBAL HOLDINGS CORP 3.28% 8.113 M $ 408300 2022/06/30 1.700 M $ 28.28 %
2025/09/30 MGNI MAGNITE INC 2.97% 7.333 M $ 336666 2023/06/30 -753.295 K $ -9.70 %
2025/09/30 IMAX IMAX CORP 2.88% 7.118 M $ 217340 2024/06/30 992.588 K $ 17.13 %
2025/09/30 CPA COPA HOLDINGS SA 2.87% 7.098 M $ 59736 2020/09/30 497.954 K $ 8.05 %
2025/09/30 CRS CARPENTER TECHNOLOGY CORP 2.81% 6.958 M $ 28336 2022/03/31 -844.183 K $ -11.16 %
2025/09/30 GENI GENIUS SPORTS LIMITED 2.68% 6.621 M $ 534854 2022/09/30 1.014 M $ 19.04 %
2025/09/30 JEF JEFFERIES FINL GROUP INC 2.47% 6.113 M $ 93443 2023/09/30 940.516 K $ 19.62 %
2025/09/30 SF STIFEL FINL CORP 2.41% 5.966 M $ 52581 2023/03/31 478.356 K $ 9.34 %
2025/09/30 LYFT LYFT INC 2.36% 5.846 M $ 265620 2025/06/30 435.850 K $ 39.66 %
2025/09/30 AIOT POWERFLEET INC 2.27% 5.608 M $ 1070171 2025/03/31 428.593 K $ 21.58 %
2025/09/30 PEGA PEGASYSTEMS INC 2.26% 5.598 M $ 97365 2024/09/30 313.504 K $ 6.23 %
2025/09/30 ADTN ADTRAN HOLDINGS INC 2.18% 5.390 M $ 574588 2024/12/31 193.921 K $ 4.57 %
2025/09/30 HQY HEALTHEQUITY INC 2.11% 5.210 M $ 54972 2024/09/30 -520.259 K $ -9.54 %
2025/09/30 MTH MERITAGE HOMES CORP 2.07% 5.114 M $ 70606 2025/03/31 243.991 K $ 8.15 %
2025/09/30 SRAD SPORTRADAR GROUP AG 2.04% 5.042 M $ 187445 2024/12/31 -149.799 K $ -4.20 %
2025/09/30 MXL MAXLINEAR INC 2.03% 5.022 M $ 312335 2024/03/31 368.274 K $ 13.16 %
2025/09/30 FOUR SHIFT4 PMTS INC 1.92% 4.748 M $ 61345 2023/12/31 -1.265 M $ -21.91 %
2025/09/30 ARQ INC 1.91% 4.719 M $ 659010 2024/09/30 676.331 K $ 33.33 %
2025/09/30 CAKE CHEESECAKE FACTORY INC 1.86% 4.590 M $ 84009 2022/12/31 -540.130 K $ -12.80 %
2025/09/30 GDYN GRID DYNAMICS HLDGS INC 1.79% 4.435 M $ 575257 2023/03/31 -968.951 K $ -33.25 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 1.75% 4.335 M $ 12762 2021/09/30 1.308 M $ 47.22 %
2025/09/30 PRIM PRIMORIS SVCS CORP 1.69% 4.174 M $ 30391 2023/03/31 1.836 M $ 76.20 %
2025/09/30 KURA KURA ONCOLOGY INC 1.60% 3.944 M $ 445640 2022/06/30 1.306 M $ 53.38 %
2025/09/30 DHT DHT HOLDINGS INC 1.59% 3.926 M $ 328515 2025/06/30 149.495 K $ 10.55 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 1.55% 3.827 M $ 40366 2023/12/31 711.184 K $ 26.13 %
2025/09/30 OLED UNIVERSAL DISPLAY CORP 1.44% 3.565 M $ 24818 2015/12/31 -130.523 K $ -7.01 %
2025/09/30 ALHC ALIGNMENT HEALTHCARE INC 1.42% 3.503 M $ 200722 2024/09/30 297.044 K $ 24.64 %
2025/09/30 AMKR AMKOR TECHNOLOGY INC 1.38% 3.418 M $ 120340 2023/09/30 798.590 K $ 35.30 %
2025/09/30 LITE LUMENTUM HLDGS INC 1.34% 3.304 M $ 20308 2025/06/30 1.375 M $ 71.17 %
2025/09/30 GVA GRANITE CONSTR INC 1.33% 3.290 M $ 30000 2022/09/30 434.375 K $ 17.26 %
2025/09/30 ATI ATI INC 1.33% 3.279 M $ 40310 2024/09/30 -98.770 K $ -5.79 %
2025/09/30 INR INFINITY NAT RES INC 1.30% 3.216 M $ 245332 2025/03/31 -944.059 K $ -28.40 %
2025/09/30 TCBX THIRD COAST BANCSHARES INC 1.25% 3.081 M $ 81130 2024/12/31 309.159 K $ 16.22 %
2025/09/30 HBM HUDBAY MINERALS INC 1.12% 2.771 M $ 182769 2024/09/30 748.720 K $ 42.88 %
2025/09/30 DKNG DRAFTKINGS INC NEW 1.10% 2.714 M $ 72573 2022/06/30 -398.650 K $ -12.80 %
2025/09/30 MNKD MANNKIND CORP 1.10% 2.708 M $ 504244 2020/09/30 752.326 K $ 43.58 %
2025/09/30 INDI INDIE SEMICONDUCTOR INC 1.07% 2.649 M $ 650753 2024/12/31 246.680 K $ 14.33 %
2025/09/30 PLOW DOUGLAS DYNAMICS INC 1.04% 2.577 M $ 82433 2025/06/30 42.637 K $ 6.07 %
2025/09/30 NVGS NAVIGATOR HLDGS LTD 1.04% 2.563 M $ 165447 2022/03/31 199.324 K $ 9.47 %
2025/09/30 ADMA ADMA BIOLOGICS INC 1.02% 2.510 M $ 171182 2025/03/31 -340.100 K $ -19.49 %
2025/09/30 STC STEWART INFORMATION SVCS COR 0.99% 2.458 M $ 33525 2023/12/31 246.361 K $ 12.63 %
2025/09/30 MHO M/I HOMES INC 0.91% 2.248 M $ 15565 2025/03/31 503.545 K $ 28.83 %
2025/09/30 PR PERMIAN RESOURCES CORP 0.90% 2.230 M $ 174093 2023/12/31 -142.662 K $ -6.02 %
2025/09/30 AUB ATLANTIC UN BANKSHARES CORP 0.90% 2.218 M $ 62840 2025/03/31 228.205 K $ 12.82 %
2025/09/30 AVAV AEROVIRONMENT INC 0.90% 2.217 M $ 7039 2025/06/30 210.897 K $ 10.51 %
2025/09/30 AXSM AXSOME THERAPEUTICS INC 0.89% 2.194 M $ 18063 2024/12/31 202.041 K $ 16.34 %
2025/09/30 WSBC WESBANCO INC 0.89% 2.193 M $ 68681 2024/09/30 18.566 K $ 0.95 %
2025/09/30 GSM FERROGLOBE PLC 0.85% 2.098 M $ 461150 2024/12/31 285.057 K $ 23.98 %
2025/09/30 MTRX MATRIX SVC CO 0.83% 2.046 M $ 156391 2023/03/31 -67.311 K $ -3.18 %
2025/09/30 SN SHARKNINJA INC 0.79% 1.948 M $ 18884 2023/09/30 124.941 K $ 4.20 %
2025/09/30 NPK INTERNATIONAL INC 0.78% 1.935 M $ 171128 2023/12/31 422.954 K $ 32.90 %
2025/09/30 DT DYNATRACE INC 0.77% 1.908 M $ 39379 2019/12/31 -200.014 K $ -12.24 %
2025/09/30 ACEL ACCEL ENTERTAINMENT INC 0.76% 1.890 M $ 170742 2020/03/31 -191.368 K $ -5.95 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.70% 1.729 M $ 31605 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYO PAYONEER GLOBAL INC 0.66% 1.633 M $ 269932 2025/03/31 -216.137 K $ -11.68 %
2025/09/30 CERT CERTARA INC 0.65% 1.618 M $ 132401 2025/09/30 0.000 $ 0.00 %
2025/09/30 SM SM ENERGY CO 0.65% 1.604 M $ 64220 2016/09/30 16.748 K $ 1.05 %
2025/09/30 GXO GXO LOGISTICS INCORPORATED 0.64% 1.582 M $ 29902 2024/12/31 125.394 K $ 8.60 %
2025/09/30 LNTH LANTHEUS HLDGS INC 0.58% 1.423 M $ 27735 2022/06/30 -1.904 M $ -37.34 %
2025/09/30 AIRO AIRO GROUP HLDGS INC 0.56% 1.386 M $ 72173 2025/09/30 0.000 $ 0.00 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.55% 1.371 M $ 19212 2020/09/30 79.729 K $ 6.17 %
2025/09/30 GTLB GITLAB INC 0.55% 1.357 M $ 30097 2025/03/31 -903.000 $ -0.07 %
2025/09/30 KALU KAISER ALUMINUM CORP 0.53% 1.301 M $ 16858 2025/06/30 -9.316 K $ -3.43 %
2025/09/30 ALM ALMONTY INDUSTRIES ORD 0.50% 1.232 M $ 204369 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLUG PLUG POWER INC 0.48% 1.188 M $ 509850 2025/09/30 0.000 $ 0.00 %
2025/09/30 VENU VENU HLDG CORP 0.44% 1.085 M $ 84696 2025/09/30 0.000 $ 0.00 %
2025/09/30 VKTX VIKING THERAPEUTICS INC 0.44% 1.083 M $ 41226 2025/03/31 -9.022 K $ -0.83 %
2025/09/30 WING WINGSTOP INC 0.42% 1.038 M $ 4126 2025/03/31 -223.282 K $ -25.26 %
2025/09/30 RNG RINGCENTRAL INC 0.41% 1.008 M $ 35571 2014/09/30 -356.000 $ -0.04 %
2025/09/30 DEFT DEFI TECHNOLOGIES INC 0.40% 996.006 K $ 473162 2025/06/30 -387.297 K $ -28.03 %
2025/09/30 BTDR BITDEER TECHNOLOGIES GROUP 0.40% 982.436 K $ 57486 2024/12/31 322.793 K $ 48.87 %
2025/09/30 WULF TERAWULF INC 0.39% 972.424 K $ 85151 2024/12/31 599.413 K $ 160.73 %
2025/09/30 QUIK QUICKLOGIC CORP 0.38% 932.919 K $ 153947 2025/03/31 -15.409 K $ -1.62 %
2025/09/30 BOOT BOOT BARN HLDGS INC 0.37% 907.317 K $ 5475 2025/03/31 75.117 K $ 9.03 %
2025/09/30 EEM ISHARES TR 0.25% 628.892 K $ 11777 2022/09/30 60.769 K $ 10.70 %
2025/09/30 DDI DOUBLEDOWN INTERACTIVE CO LT 0.23% 578.174 K $ 61903 2025/06/30 -14.250 K $ -2.40 %
2025/09/30 PCTTW PURECYCLE TECHNOLOGIES INC 0.21% 509.572 K $ 150761 2021/03/31 -146.238 K $ -22.93 %
2025/09/30 IGSB ISHARES TR 0.20% 485.118 K $ 9148 2022/12/31 2.469 K $ 0.51 %
2025/09/30 MSFT MICROSOFT CORP 0.17% 420.057 K $ 811 2021/03/31 16.596 K $ 4.13 %
2025/09/30 META META PLATFORMS INC 0.15% 378.940 K $ 516 2024/06/30 -1.906 K $ -0.50 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.15% 376.710 K $ 4713 2024/09/30 2.026 K $ 0.54 %
2025/09/30 ADEA ADEIA INC 0.15% 362.124 K $ 21555 2024/09/30 57.336 K $ 18.81 %
2025/09/30 XHR XENIA HOTELS & RESORTS INC 0.14% 334.891 K $ 24409 2024/09/30 23.917 K $ 9.15 %
2025/09/30 LGND LIGAND PHARMACEUTICALS INC 0.13% 332.315 K $ 1876 2025/06/30 119.050 K $ 55.82 %
2025/09/30 GOOGL ALPHABET INC 0.13% 317.246 K $ 1305 2024/12/31 86.864 K $ 37.94 %
2025/09/30 DX DYNEX CAP INC 0.13% 314.538 K $ 25593 2024/06/30 1.791 K $ 0.57 %
2025/09/30 ETN EATON CORP PLC 0.13% 312.499 K $ 835 2023/09/30 14.360 K $ 4.83 %
2025/09/30 CADE CADENCE BANK 0.12% 300.533 K $ 8011 2022/03/31 44.541 K $ 17.38 %
2025/09/30 SPIB SPDR SERIES TRUST 0.12% 288.379 K $ 8508 2021/03/31 2.637 K $ 0.92 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.12% 285.836 K $ 4308 2024/06/30 -13.163 K $ -5.54 %
2025/09/30 BA BOEING CO 0.11% 281.011 K $ 1302 2025/06/30 8.171 K $ 3.01 %
2025/09/30 SHIM SHIMMICK CORPORATION 0.11% 278.738 K $ 106796 2023/12/31 96.182 K $ 51.43 %
2025/09/30 AROC ARCHROCK INC 0.11% 275.755 K $ 10481 2025/06/30 15.511 K $ 5.96 %
2025/09/30 GMRE GLOBAL MEDICAL REIT ORD 0.11% 273.024 K $ 8099 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.10% 253.255 K $ 4909 2024/06/30 20.863 K $ 9.02 %
2025/09/30 ARLO ARLO TECHNOLOGIES INC 0.10% 250.013 K $ 14750 2024/06/30 -147.000 $ -0.06 %
2025/09/30 ANDE ANDERSONS INC 0.10% 247.539 K $ 6218 2025/03/31 19.027 K $ 8.33 %
2025/09/30 ABCB AMERIS BANCORP 0.10% 247.128 K $ 3371 2024/09/30 29.024 K $ 13.31 %
2025/09/30 MMS MAXIMUS INC 0.10% 240.486 K $ 2632 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.09% 232.525 K $ 1059 2024/06/30 189.000 $ 0.08 %