13F Insight
DOSSIER · 13F-HR · Q1 2026

ESSEX INVESTMENT MANAGEMENT CO LLC

ESSEX INVESTMENT's holding co. based in London, UK — $632M in tracked AUM across 305 positions as of Q1 2026.

EI
ESSEX INVESTMENT·London, UK·Holding Co.
CIK 0000201772 · last filed Mar 31, 2026
Total AUM
$632M
▲ 11.0%
vs prior
Holdings
305
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ESSEX INVESTMENT MANAGEMENT CO LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
M87915274
TOWER SEMICONDUCTOR LTD
$20M116K3.2%
02
LINC
LINCOLN EDL SVCS CORP
$14M355K2.3%
03
STRL
STERLING INFRASTRUCTURE INC
$13M32K2.1%
04
G52694109
KINIKSA PHARMACEUTICALS INTL P
$12M249K1.9%
05
LGND
LIGAND PHARMACEUTICALS INC
$12M58K1.8%
06
DRS
LEONARDO DRS INC
$12M261K1.8%
07
KTOS
KRATOS DEFENSE & SEC SOLUTIONS
$11M159K1.8%
08
GSAT
GLOBALSTAR INC
$11M166K1.7%
09
INSM
INSMED INC
$10M63K1.6%
10
GHM
GRAHAM CORP
$10M128K1.6%

Filing history

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