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S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2025-06-30

Filed on 2025-08-07 under CIK 1322924

Company
Investment Type
Change
Value (x$1000)
increase or decrease
SYMBOTIC INC
480,000 sh
 
$18,648
Lattice Semiconductor Corp
336,373 sh
131,000 sh
64%
$16,479
$5,707
DAVE INC CLASS A COM NEW
61,351 sh
-21,000 sh
-26%
$16,467
$9,660
KRYSTAL BIOTECH INC COM
109,215 sh
12,000 sh
12%
$15,013
-$2,515
Universal Display Corp.
95,000 sh
5,000 sh
6%
$14,674
$2,121
Allegro MicroSystems Inc.
397,451 sh
 
$13,589
Silicon Laboratories Inc
85,000 sh
1,000 sh
1%
$12,526
$3,070
Proto Labs Inc
311,103 sh
4,100 sh
1%
$12,457
$1,700
Kratos Defense & Security Solutions Inc.
259,475 sh
-115,000 sh
-31%
$12,053
$935
Arlo Technologies Inc
519,767 sh
54,727 sh
12%
$8,815
$4,225
Ambarella Inc
118,551 sh
-52,000 sh
-30%
$7,832
-$752
Magnite Inc
306,621 sh
-45,000 sh
-13%
$7,396
$3,384
Marvell Technology Inc.
90,357 sh
-80,000 sh
-47%
$6,994
-$3,495
Asure Software Inc
582,118 sh
-35,000 sh
-6%
$5,681
-$212
Thryv Holdings Inc.
444,268 sh
148,675 sh
50%
$5,402
$1,615
SIMILARWEB LTD Common Stock
686,672 sh
-313,819 sh
-31%
$5,384
-$2,890
IPG Photonics Corp
73,866 sh
5,000 sh
7%
$5,071
$723
Five9 Inc.
185,000 sh
185,000 sh
NEW
$4,899
$4,899
Sprinklr Inc.
571,039 sh
126,000 sh
28%
$4,831
$1,115
DocGo Inc.
2,878,286 sh
987,310 sh
52%
$4,519
-$473
Ichor Holdings Ltd
228,910 sh
-50,000 sh
-18%
$4,496
-$1,810
BigCommerce Holdings, Inc.
798,142 sh
179,480 sh
29%
$3,991
$428
Digital Turbine Inc
578,571 sh
-151,755 sh
-21%
$3,414
$1,431
FLOTEK INDUSTRIES INC
221,072 sh
-39,405 sh
-15%
$3,263
$1,093
Gaia Inc
723,305 sh
 
$3,175
SiTime Corp.
14,289 sh
-7,000 sh
-33%
$3,045
-$209
8X8 Inc
1,419,042 sh
 
$2,781
POWER SOLUTIONS INTL INC COM
39,574 sh
-123,460 sh
-76%
$2,560
-$1,562
MAGNACHIP SEMICONDUCTOR CORP COM
610,514 sh
-29,201 sh
-5%
$2,430
$236
Cantaloupe, Inc.
197,822 sh
 
$2,174
Kaltura Inc. COM
893,174 sh
 
$1,795
PROS Holdings Inc.
110,052 sh
-25,200 sh
-19%
$1,723
-$851
Grid Dynamics Holdings Inc.
137,881 sh
 
$1,593
EverQuote Inc.
50,000 sh
50,000 sh
NEW
$1,209
$1,209
Lumentum Holdings Inc
10,000 sh
10,000 sh
NEW
$951
$951
MACOM Technology Solutions Holdings Inc.
0 sh
-8,946 sh
-100%
$0
-$898