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S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2025-03-31

Filed on 2025-05-16 under CIK 1322924

Company
Investment Type
Change
Value (x$1000)
increase or decrease
KRYSTAL BIOTECH INC COM
97,215 sh
22,000 sh
29%
$17,528
$3,837
Universal Display Corp.
90,000 sh
10,000 sh
13%
$12,553
-$4,239
Kratos Defense & Security Solutions Inc.
374,475 sh
-170,000 sh
-31%
$11,118
-$1,568
Lattice Semiconductor Corp
205,373 sh
95,373 sh
87%
$10,772
$4,934
Proto Labs Inc
307,003 sh
15,000 sh
5%
$10,757
$2,181
Marvell Technology Inc.
170,357 sh
-75,000 sh
-31%
$10,489
-$7,206
Allegro MicroSystems Inc.
397,451 sh
30,000 sh
8%
$9,988
$1,426
SYMBOTIC INC
480,000 sh
30,000 sh
7%
$9,701
-$1,275
Silicon Laboratories Inc
84,000 sh
10,000 sh
14%
$9,456
$904
Ambarella Inc
170,551 sh
45,000 sh
36%
$8,584
$1,502
SIMILARWEB LTD Common Stock
1,000,491 sh
-27,526 sh
-3%
$8,274
-$814
DAVE INC CLASS A COM NEW
82,351 sh
82,351 sh
NEW
$6,807
$6,807
Ichor Holdings Ltd
278,910 sh
48,566 sh
21%
$6,306
-$1,021
Asure Software Inc
617,118 sh
-184,499 sh
-23%
$5,893
-$1,362
DocGo Inc.
1,890,976 sh
253,590 sh
15%
$4,992
-$444
Arlo Technologies Inc
465,040 sh
465,040 sh
NEW
$4,590
$4,590
IPG Photonics Corp
68,866 sh
68,866 sh
NEW
$4,348
$4,348
POWER SOLUTIONS INTL INC COM
163,034 sh
-336,840 sh
-67%
$4,122
-$6,150
Magnite Inc
351,621 sh
-356,956 sh
-50%
$4,012
-$5,802
Thryv Holdings Inc.
295,593 sh
7,500 sh
3%
$3,787
-$1,177
Sprinklr Inc.
445,039 sh
445,039 sh
NEW
$3,716
$3,716
BigCommerce Holdings, Inc.
618,662 sh
618,662 sh
NEW
$3,563
$3,563
SiTime Corp.
21,289 sh
-74,299 sh
-78%
$3,254
-$13,140
8X8 Inc
1,419,042 sh
-200,000 sh
-12%
$2,838
-$465
Gaia Inc
723,305 sh
95,000 sh
15%
$2,785
-$275
PROS Holdings Inc.
135,252 sh
-51,287 sh
-27%
$2,574
-$881
MAGNACHIP SEMICONDUCTOR CORP COM
639,715 sh
-50,000 sh
-7%
$2,194
-$1,027
FLOTEK INDUSTRIES INC
260,477 sh
260,477 sh
NEW
$2,170
$2,170
Grid Dynamics Holdings Inc.
137,881 sh
-152,000 sh
-52%
$2,158
-$1,900
Digital Turbine Inc
730,326 sh
516,266 sh
241%
$1,983
$1,326
Kaltura Inc. COM
893,174 sh
893,174 sh
NEW
$1,679
$1,679
Cantaloupe, Inc.
197,822 sh
 
$1,557
MACOM Technology Solutions Holdings Inc.
8,946 sh
-52,000 sh
-85%
$898
-$5,883
Lumentum Holdings Inc
0 sh
-166,463 sh
-100%
$0
-$10,550
AvePoint Inc. COM CL A
0 sh
-572,000 sh
-100%
$0
-$6,732
Outbrain Inc.
0 sh
-655,076 sh
-100%
$0
-$3,184
EverQuote Inc.
0 sh
-139,032 sh
-100%
$0
-$2,932
ZoomInfo Technologies Inc.
0 sh
-185,200 sh
-100%
$0
-$1,911
Brightcove Inc COM
0 sh
-746,715 sh
-100%
$0
-$1,613
ALLOT LTD SHS
0 sh
-169,606 sh
-100%
$0
-$504