account_balance
Investment manager · 13F filer · SEC CIK 1584087
1492 Capital Management LLC
Reported value$339Mas of Jun 30, 2026
Positions133 13 new, 10 sold out
Top 10 weight32%MXL alone is 5%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MXL
Maxlinear INC
5.1%Trimmed
CRS
Carpenter Technology Corp
5.0%Trimmed
ALHC
Alignment Healthcare INC
3.4%Added
AAOI
Applied Optoelectronics INC
3.3%Trimmed
STRL
Sterling Infrastructure INC
2.7%Trimmed
CPA
Copa Holdings SA
2.6%Added
ADPT
Adaptive Biotechnologies Cor
2.4%Added
ATI
Ati INC
2.4%
ADTN
Adtran Holdings INC
2.4%Trimmed
KALU
Kaiser Aluminium Corporation
2.3%Trimmed
123 others
68.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed