G2 Investment Partners Management LLC
•CIK: 1593404•Filing: Q4 2025
**G2 Investment Partners Management LLC** manages $410M across a diversified portfolio of 70 positions. The firm maintains significant exposure to technology and industrial sectors, highlighted by top holdings including DAVE at $29.4M and PACK at $18.1M. Further concentration is evident in AEIS ($17.3M), CLS ($14.7M), and VIAV ($14.7M). This allocation suggests a focused, conviction-driven approach within select growth and infrastructure names.
Total AUM
$409.0M
+ $634.8K in options
QoQ Performance
-16.0%
Positions
69
+ 1 option
Top 10 Concentration
38.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DAVE
DAVE7.2%
PACK4.4%
AEIS4.2%
CLS3.6%
VIAV3.6%
CALX3.4%
XMTR3.2%
DY3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW19 new positions
↑15 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023