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AMH Equity Ltd

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13F filer, CIK 1600535, Great Neck, NY

AMH Equity Ltd reported $76,090,308 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 50.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-011428

Period
2025-06-30
Reported value
$76.1M
Holdings
53
Top 10 weight
50.99%
New
10
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MYGNnew+300,000$1.59M
PEGAnew+24,000$1.3M
SSYSadded+101,245$1.16M
QNSTnew+66,000$1.06M
HCATadded+174,649$658K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
THRexited-66,000-$1.84M
ASTLreduced-239,812-$1.65M
SPARTANNASH COexited-80,000-$1.62M
TDCreduced-35,000-$781K
ASPNexited-110,000-$703K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-011428, largest first. % of portfolio is the value over $67,943,137, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LPTHLIGHTPATH TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,819,071 shares; 2024Q1: 2,819,071 shares; 2024Q2: 2,873,000 shares; 2024Q3: 2,951,108 shares; 2024Q4: 2,840,000 shares; 2025Q1: 2,279,339 shares; 2025Q2: 2,079,293 shares 2,079,293$6.4M9.43%-200,046Timeline
UEICUNIVERSAL ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 400,000 shares; 2024Q1: 491,968 shares; 2024Q2: 677,348 shares; 2024Q3: 800,000 shares; 2024Q4: 800,000 shares; 2025Q1: 768,109 shares; 2025Q2: 721,273 shares 721,273$4.77M7.03%-46,836Timeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,099,980 shares; 2024Q2: 1,081,173 shares; 2024Q3: 1,173,994 shares; 2024Q4: 1,173,994 shares; 2025Q1: 1,100,000 shares; 2025Q2: 999,000 shares 999,000$4.31M6.34%-101,000Timeline
TWINTWIN DISC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 749,983 shares; 2024Q1: 700,000 shares; 2024Q2: 736,603 shares; 2024Q3: 736,603 shares; 2024Q4: 713,686 shares; 2025Q1: 530,086 shares; 2025Q2: 464,000 shares 464,000$4.1M6.03%-66,086Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 13,000 shares 13,000$2.91M4.29%+2,000Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,400 shares; 2025Q2: 100,000 shares 100,000$2.86M4.2%+4,600Timeline
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,000 shares; 2025Q2: 33,000 shares 33,000$2.73M4.01%+6,000Timeline
MTEKMARIS TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 240,870 shares; 2024Q2: 453,203 shares; 2024Q3: 545,888 shares; 2024Q4: 730,000 shares; 2025Q1: 770,000 shares; 2025Q2: 725,000 shares 725,000$2.32M3.41%-45,000Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,000 shares; 2025Q2: 100,000 shares 100,000$2.23M3.28%-35,000Timeline
HURCHURCO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 110,563 shares; 2025Q1: 116,909 shares; 2025Q2: 106,401 shares 106,401$2.01M2.96%-10,508Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,917 shares; 2025Q2: 100,000 shares 100,000$1.97M2.9%-19,917Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,755 shares; 2025Q2: 166,000 shares 166,000$1.9M2.8%+101,245Timeline
ACNTASCENT INDUSTRIES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 119,430 shares; 2025Q2: 145,019 shares 145,019$1.83M2.69%+25,589Timeline
LINCLINCOLN EDL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 75,000 shares 75,000$1.73M2.54%-5,000Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 25,000 shares; 2025Q2: 24,000 shares 24,000$1.63M2.4%-1,000Timeline
HCATHEALTH CATALYST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,500 shares; 2025Q2: 427,149 shares 427,149$1.61M2.37%+174,649Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,000 shares; 2025Q2: 188,391 shares 188,391$1.6M2.35%+38,391Timeline
MYGNMYRIAD GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 110,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,000 shares 300,000$1.59M2.34%newTimeline
HBIOHARVARD BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,162,893 shares; 2024Q1: 2,324,200 shares; 2024Q2: 2,199,922 shares; 2024Q3: 2,388,868 shares; 2024Q4: 2,500,000 shares; 2025Q1: 3,387,355 shares; 2025Q2: 3,508,703 shares 3,508,703$1.56M2.29%+121,348Timeline
TISITEAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 47,300 shares; 2024Q4: 44,500 shares; 2025Q1: 46,307 shares; 2025Q2: 80,000 shares 80,000$1.46M2.14%+33,693Timeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,000 shares; 2025Q2: 193,358 shares 193,358$1.39M2.05%+51,358Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares 24,000$1.3M1.91%newTimeline
CVVCVD EQUIP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 660,000 shares; 2024Q1: 660,000 shares; 2024Q2: 623,857 shares; 2024Q3: 646,843 shares; 2024Q4: 665,000 shares; 2025Q1: 575,872 shares; 2025Q2: 424,748 shares 424,748$1.27M1.86%-151,124Timeline
INTTINTEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116,000 shares; 2024Q4: 117,990 shares; 2025Q1: 117,990 shares; 2025Q2: 163,000 shares 163,000$1.19M1.75%+45,010Timeline
MTLSMATERIALISE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,000 shares; 2025Q2: 207,661 shares 207,661$1.17M1.73%+97,661Timeline
PERFORMANT HEALTHCARE INCPERFORMANT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300,000 shares; 2025Q2: 275,000 shares 275,000$1.1M1.62%-25,000
QNSTQUINSTREET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,000 shares 66,000$1.06M1.56%newTimeline
Sequans Communications SASequans Communications SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 696,942 shares; 2025Q1: 800,000 shares; 2025Q2: 500,000 shares 500,000$735K1.08%-300,000
LTRXLANTRONIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,321,234 shares; 2024Q1: 1,199,856 shares; 2024Q2: 1,274,000 shares; 2024Q3: 164,418 shares; 2024Q4: not reported; 2025Q1: 200,781 shares; 2025Q2: 250,000 shares 250,000$718K1.06%+49,219Timeline
ELVAELECTROVAYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 200,000 shares 200,000$682K1%+100,000Timeline
INSEINSPIRED ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,000 shares; 2025Q2: 80,000 shares 80,000$654K0.96%+6,000Timeline
MCHXMARCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250,000 shares; 2025Q1: 217,113 shares; 2025Q2: 278,276 shares 278,276$609K0.9%+61,163Timeline
BWENBROADWIND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,000 shares; 2025Q2: 323,382 shares 323,382$585K0.86%+179,382Timeline
VMDVIEMED HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 138,900 shares; 2024Q4: 138,900 shares; 2025Q1: 138,900 shares; 2025Q2: 80,000 shares 80,000$553K0.81%-58,900Timeline
WPRTWESTPORT FUEL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 250,000 shares; 2024Q1: 258,101 shares; 2024Q2: 250,000 shares; 2024Q3: 210,000 shares; 2024Q4: 180,792 shares; 2025Q1: 180,792 shares; 2025Q2: 155,716 shares 155,716$489K0.72%-25,076Timeline
DAREDARE BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100,000 shares; 2024Q4: 150,000 shares; 2025Q1: 164,302 shares; 2025Q2: 193,603 shares 193,603$463K0.68%+29,301Timeline
EHTHEHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,336 shares; 2025Q1: 29,000 shares; 2025Q2: 100,000 shares 100,000$435K0.64%+71,000Timeline
CMBMFCAMBIUM NETWORKS CORP SHS (CYMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 832,000 shares; 2025Q1: 1,250,381 shares; 2025Q2: 802,362 shares 802,362$325K0.48%-448,019Timeline
PRPOPRECIPIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,294 shares; 2025Q2: 27,890 shares 27,890$308K0.45%-10,404Timeline
CLGNCOLLPLANT BIOTECHNOLOGIES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,647 shares; 2024Q3: 99,205 shares; 2024Q4: 116,500 shares; 2025Q1: 125,000 shares; 2025Q2: 160,849 shares 160,849$219K0.32%+35,849Timeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400,000 shares; 2024Q3: 553,175 shares; 2024Q4: 525,000 shares; 2025Q1: 270,003 shares; 2025Q2: 30,191 shares 30,191$208K0.31%-239,812Timeline
NNDMNANO DIMENSION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,382 shares 128,382$208K0.31%newTimeline
SCYXSCYNEXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 550,400 shares; 2024Q1: 660,000 shares; 2024Q2: 545,000 shares; 2024Q3: 600,000 shares; 2024Q4: 626,052 shares; 2025Q1: 627,037 shares; 2025Q2: 261,081 shares 261,081$176K0.26%-365,956Timeline
IRIXIRIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 396,000 shares; 2024Q1: 456,400 shares; 2024Q2: 460,800 shares; 2024Q3: 501,121 shares; 2024Q4: 501,121 shares; 2025Q1: 518,541 shares; 2025Q2: 190,000 shares 190,000$168K0.25%-328,541Timeline
SCKTSOCKET MOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 116,300 shares; 2025Q1: 125,398 shares; 2025Q2: 126,156 shares 126,156$145K0.21%+758Timeline
DARIOHEALTH CORPDARIOHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250,000 shares; 2025Q2: 215,000 shares 215,000$144K0.21%-35,000
POCIPRECISION OPTICS CORP INC MAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 140,333 shares; 2024Q1: 140,333 shares; 2024Q2: 125,199 shares; 2024Q3: 166,199 shares; 2024Q4: 67,129 shares; 2025Q1: 45,000 shares; 2025Q2: 25,000 shares 25,000$122K0.18%-20,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
DOCNDIGITALOCEAN HLDGS INC Stockcall162,500$4.64Mnew
HPEHEWLETT PACKARD ENTERPRISE C Stockcall50,000$1.02Mnew
DXCDXC TECHNOLOGY CO Stockcall63,500$971Knew
SSYSSTRATASYS LTD SHScall84,000$963Knew
CGAUCENTERRA GOLD INC Stockcall40,000$288Knew
GDOTGREEN DOT CORP CL Acall24,200$261Knew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
THRTHERMON GROUP HLDGS INC66,000$1.84Mshares
SPARTANNASH COSPARTANNASH CO80,000$1.62Mshares
BARRICK GOLD CORPBARRICK GOLD CORP51,000$991Kcall
ASPNASPEN AEROGELS INC110,000$703Kshares
QNSTQUINSTREET INC30,000$535Kcall
ASYSAMTECH SYS INC97,583$471Kshares
DUOTDUOS TECHNOLOGIES GROUP INC50,000$282Kshares
MOGO INCMOGO INC124,649$107Kshares
HYPRHYPERFINE INC125,084$89.6Kshares
BIODESIX INCBIODESIX INC47,773$29.9Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-011428 base2025-08-04acceptance time not in the bulk data set