AIGH Capital Management
BALTIMORE, MDfiles as AIGH Capital Management LLC
$1.1bn in 42 US stocks at the end of 30 June 2026. The top 10 are 73.8% of the money. It changed about 47.8% of the portfolio this quarter.
Value
$1.1bn
Stocks
42
Top 10 share
73.8%
Turnover
47.8%
What changed this quarter
New
Bought for the first time this quarter.
- MaxlinearMXL9.5% of the fund
- IntelINTC7.9% of the fund
- ClearfieldCLFD3.6% of the fund
- Methode ElectronicsMEI2.9% of the fund
- Amtech SystemsASYS2.6% of the fund
- Nyxoah SANYXH2.2% of the fund
- SOPHiA GENETICS SASOPH2.1% of the fund
- 3D SystemsDDD2.0% of the fund
- ArdelyxARDX1.5% of the fund
- Spruce BiosciencesSPRB1.2% of the fund
- Pelthos TherapeuticsPTHS0.8% of the fund
- BroadwindBWEN0.5% of the fund
- AEyeLIDR0.5% of the fund
- OrthopediatricsKIDS0.5% of the fund
- Richardson ElectronicsRELL0.3% of the fund
- NNNNBR<0.1% of the fund
Added
Bought more of a stock they already held.
- Digital TurbineAPPS7.6% of the fund+34%
- Fennec PharmaceuticalsFENC2.4% of the fund+25%
- Kyverna TherapeuticsKYTX2.3% of the fund+40%
- VuzixVUZI1.8% of the fund+105%
- Apyx MedicalAPYX0.5% of the fund+2%
- RenovoRxRNXT0.4% of the fund+19%
- NeuraxisNRXS0.3% of the fund+30%
- INVE TechnologiesINVE0.3% of the fund+254%
- Quoin PharmaceuticalsQNRX<0.1% of the fund+37%
Cut
Sold some of their stake.
- SandiskSNDK30.7% of the fund-26%
- Silicon Motion TechnologySIMO4.3% of the fund-28%
- PersonalisPSNL2.1% of the fund-41%
- Abeona TherapeuticsABEO1.7% of the fund-4%
- BiodesixBDSX1.4% of the fund-11%
- Castle BiosciencesCSTL1.2% of the fund-8%
- Vanda PharmaceuticalsVNDA1.1% of the fund-26%
- PolyPidPYPD0.7% of the fund-6%
- VerastemVSTM0.7% of the fund-4%
- Ideal PowerIPWR0.4% of the fund-24%
- Tigo EnergyTYGO0.4% of the fund-73%
- EnergousWATT0.4% of the fund-15%
- Coya TherapeuticsCOYA0.3% of the fund-35%
- ElutiaELUT0.2% of the fund-25%
- BiofronteraBFRI<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Zebra TechnologiesZBRA-100%
- NlightLASR-100%
- Generac HoldingsGNRC-100%
- Regal RexnordRRX-100%
- Larimar TherapeuticsLRMR-100%
- Esperion Therapeutics INC NE-100%
- Zevra TherapeuticsZVRA-100%
- IntellicheckIDN-100%
- Protara TherapeuticsTARA-100%
- BK TechnologiesBKTI-100%
- LipocineLPCN-100%
- Lightpath TechnologiesLPTH-100%
- Regentis BiomaterialsRGNT-100%
- Smartkem-100%
Holdings
- Silicon Motion TechnologySIMO
- Share
- 4.3%
- Value
- $48m
- Shares
- 144,000
-28%
- Quoin PharmaceuticalsQNRX
- Share
- <0.1%
- Value
- $338,800
- Shares
- 70,000
+37%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SandiskSNDK | 30.7% | $339m | 149,000 | -26% |
| MaxlinearMXL | 9.5% | $105m | 818,000 | New |
| IntelINTC | 7.9% | $87m | 623,500 | New |
| Digital TurbineAPPS | 7.6% | $84m | 6,548,450 | +34% |
| Silicon Motion TechnologySIMO | 4.3% | $48m | 144,000 | -28% |
| ClearfieldCLFD | 3.6% | $40m | 1,008,469 | New |
| Methode ElectronicsMEI | 2.9% | $32m | 1,678,409 | New |
| Amtech SystemsASYS | 2.6% | $29m | 1,252,000 | New |
| Fennec PharmaceuticalsFENC | 2.4% | $27m | 2,486,038 | +25% |
| Kyverna TherapeuticsKYTX | 2.3% | $25m | 2,795,797 | +40% |
| Nyxoah SANYXH | 2.2% | $25m | 14,534,880 | New |
| PersonalisPSNL | 2.1% | $23m | 1,715,000 | -41% |
| SOPHiA GENETICS SASOPH | 2.1% | $23m | 3,954,194 | New |
| 3D SystemsDDD | 2.0% | $22m | 7,271,000 | New |
| VuzixVUZI | 1.8% | $20m | 6,745,667 | +105% |
| Abeona TherapeuticsABEO | 1.7% | $18m | 2,987,000 | -4% |
| ArdelyxARDX | 1.5% | $16m | 3,200,000 | New |
| BiodesixBDSX | 1.4% | $15m | 678,328 | -11% |
| Spruce BiosciencesSPRB | 1.2% | $14m | 250,000 | New |
| Castle BiosciencesCSTL | 1.2% | $13m | 545,101 | -8% |
| Vanda PharmaceuticalsVNDA | 1.1% | $13m | 2,044,169 | -26% |
| Pelthos TherapeuticsPTHS | 0.8% | $9m | 329,098 | New |
| PolyPidPYPD | 0.7% | $8m | 1,504,741 | -6% |
| VerastemVSTM | 0.7% | $7m | 1,927,000 | -4% |
| BroadwindBWEN | 0.5% | $6m | 1,156,000 | New |
| AEyeLIDR | 0.5% | $6m | 3,855,000 | New |
| OrthopediatricsKIDS | 0.5% | $5m | 269,765 | New |
| Apyx MedicalAPYX | 0.5% | $5m | 1,128,343 | +2% |
| Ideal PowerIPWR | 0.4% | $5m | 894,731 | -24% |
| TalpheraTLPH | 0.4% | $5m | 4,601,502 | Held |
| Tigo EnergyTYGO | 0.4% | $5m | 1,990,371 | -73% |
| EnergousWATT | 0.4% | $4m | 182,000 | -15% |
| RenovoRxRNXT | 0.4% | $4m | 4,405,439 | +19% |
| Richardson ElectronicsRELL | 0.3% | $4m | 200,434 | New |
| NeuraxisNRXS | 0.3% | $4m | 519,938 | +30% |
| Coya TherapeuticsCOYA | 0.3% | $4m | 631,912 | -35% |
| INVE TechnologiesINVE | 0.3% | $4m | 1,449,121 | +254% |
| ElutiaELUT | 0.2% | $3m | 2,695,644 | -25% |
| Aprea TherapeuticsAPRE | <0.1% | $814,768 | 1,015,541 | Held |
| BiofronteraBFRI | <0.1% | $699,585 | 739,910 | -19% |
| Quoin PharmaceuticalsQNRX | <0.1% | $338,800 | 70,000 | +37% |
| NNNNBR | <0.1% | $41,271 | 11,496 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 418.3% since 30 June 2025.
Where the money is
Technology62.0%
Health care22.0%
Financial services7.6%
Industrials3.0%
Materials0.5%
Retail & consumer0.5%
Other4.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.