DOSSIER · 13F-HR · Q1 2026

APIS CAPITAL ADVISORS, LLC

APIS's asset manager based in New York, NY $648M in tracked AUM across 52 positions as of Q1 2026.

A
APIS·New York, NY·Asset Manager
CIK 0001386892 · last filed Mar 31, 2026
Total AUM
$648M
8.0%
vs prior
Holdings
52
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

APIS Capital Advisors, LLC manages a concentrated portfolio totaling approximately $345.59 million across 34 holdings as of the report date September 30, 2025. The firm executed a significant strategic pivot during the quarter, evidenced by a 22.8% increase in total portfolio value (up from $281.52 million) and substantial turnover in the underlying assets. The portfolio is highly concentrated, with the top ten positions accounting for approximately 69.7% ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ARMN
ARIS MINING CORPORATION
$65M2.5M10.0%
02
CELC
CELCUITY INC
$59M515K9.1%
03
GTX
GARRETT MOTION INC
$48M2.7M7.5%
04
SSRM
SSR MINING IN
$41M1.4M6.3%
05
SNDK
SANDISK CORP
$31M49K4.8%
06
WDC
WESTERN DIGITAL CORP
$30M110K4.6%
07
SIMO
SILICON MOTION TECHNOLOGY CO
$28M249K4.3%
08
TLN
TALEN ENERGY CORP
$26M80K3.9%
09
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$23M60K3.6%
10
TPB
TURNING PT BRANDS INC
$22M254K3.4%

Filing history

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