account_balance
Investment manager · 13F filer · SEC CIK 1277890
Nano Cap New Millennium Growth Fund L P
Reported value$130Mas of Jun 30, 2026
Positions135 13 new, 23 sold out
Top 10 weight28.9%SILC alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SILCSilicom Ltd.
6.9%Trimmed −2%
SPTSprout Social, Inc.
3.6%Added +15%
SMWBSimilarWeb Ltd.
3.1%Added +67%
KWEBKraneShares CSI China Internet Fund
2.5%Added +20%
THRMGentherm Inc.
2.5%Trimmed −5%
XGNExagen Inc.
2.4%Added +15%
OOMAOoma, Inc.
2.3%Trimmed −8%
UUnity Software Inc.
2.2%Trimmed −14%
TOSTToast, Inc.
1.8%Added +24%
GDRXGoodRx Holdings, Inc.
1.6%
PSNLPersonalis, Inc.
1.6%Trimmed −33%
TBLATaboola.com Ltd.
1.6%Trimmed −18%
SILCSilicom Ltd.
6.9%Trimmed −2%
SPT3.6%SMWBSimilarWeb Ltd.
3.1%Added +67%
KWEBKraneShares CSI China Internet Fund
2.5%Added +20%
THRMGentherm Inc.
2.5%Trimmed −5%
XGN2.4%OOMA2.3%U2.2%TOST1.8%GDRX1.6%PSNL1.6%TBLA1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SILC Silicom Ltd. 6.9% Trimmed −2%SPT Sprout Social, Inc. 3.6% Added +15%SMWB SimilarWeb Ltd. 3.1% Added +67%KWEB KraneShares CSI China Internet Fund 2.5% Added +20%THRM Gentherm Inc. 2.5% Trimmed −5%XGN Exagen Inc. 2.4% Added +15%OOMA Ooma, Inc. 2.3% Trimmed −8%U Unity Software Inc. 2.2% Trimmed −14%TOST Toast, Inc. 1.8% Added +24%GDRX GoodRx Holdings, Inc. 1.6% HeldPSNL Personalis, Inc. 1.6% Trimmed −33%TBLA Taboola.com Ltd. 1.6% Trimmed −18%
What changed