Essex Investment Management Co. LLC
Annual return '25
+26.3%
SPY '25
+17.7%
Alpha
+8.6ptsvs SPY
Invested
$631.7M
Holdings
305
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSEM
TOWER SEMICONDUCTOR LTD
Held since at least Q1 2024
3.2%
02
$LINC
LINCOLN EDL SVCS CORP
Held since at least Q1 2024
2.3%
03
$STRL
STERLING INFRASTRUCTURE INC
Held since at least Q1 2024
2.1%
04
$KNSA
KINIKSA PHARMACEUTICALS INTL P
Held since at least Q1 2024
1.9%
05
$LGND
LIGAND PHARMACEUTICALS INC
Held since at least Q1 2024
1.9%
06
$DRS
LEONARDO DRS INC
Held since at least Q1 2024
1.8%
07
$KTOS
KRATOS DEFENSE & SEC SOLUTIONS
Held since at least Q1 2024
1.8%
08
$GSAT
GLOBALSTAR INC
Held since at least Q1 2024
1.7%
09
$INSM
INSMED INC
Held since at least Q1 2024
1.6%
10
$GHM
GRAHAM CORP
Held since at least Q1 2024
1.6%
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 13:18 UTC.