Meros Investment Management, LP
•CIK: 1911372•Filing: Q4 2025
**Meros Investment Management, LP** manages $252M across a concentrated portfolio of 48 positions. The fund exhibits notable conviction in technology and specialized sectors, with top holdings including DCO at $16.6M and MGNI at $13.4M. Further significant allocations are directed toward THR ($12.6M), NVRI ($11.5M), and AMPL ($10.0M). This structure suggests a focused, high-conviction approach to generating alpha.
Total AUM
$252.2M
QoQ Performance
+7.7%
Positions
48
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DCO
MGNI
THR
DCO6.6%
MGNI5.3%
THR5.0%
NVRI4.6%
AMPL4.0%
WTTR3.9%
ARHS3.7%
BBW3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑26 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022