G2 Investment Partners Management LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$844.2M
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DAVE
DAVE INC
Q4 2025: Exited (was 146.1k shares)
5.1%
02
$VIAV
VIAVI SOLUTIONS INC
Q4 2025: Exited (was 446.7k shares)
4.7%
03
$AEIS
ADVANCED ENERGY INDS
Q4 2025: Exited (was 56.0k shares)
4.6%
04
$DY
DYCOM INDS INC
Held since at least Q1 2024
3.8%
05
$MOD
MODINE MFG CO
Q4 2025: Exited (was 37.4k shares)
3.7%
06
$XMTR
XOMETRY INC
Held since at least Q1 2024
3.7%
07
$TTMI
TTM TECHNOLOGIES INC
Q4 2025: Exited (was 91.8k shares)
3.0%
08
$UCTT
ULTRA CLEAN HLDGS INC
Held since at least Q1 2024
2.8%
09
$SEZL
SEZZLE INC
Q4 2025: Exited (was 200.0k shares)
2.6%
10
$STRL
STERLING INFRASTRUCTURE INC
Q4 2025: Exited (was 22.6k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.