As of 03/31/2026, Oberweis Asset Management Inc. reported a 13F portfolio value of $3.39B, up from $2.73B for the prior reporting period. The largest reported positions included Applied Optoelectronics, Lumentum Holdings, Credo Technology Group, DigitalOcean Holdings, and SharkNinja.
The table below shows the Oberweis Asset Management Inc. top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Oberweis Asset Management Inc. latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $3.39 billion
- Prior reported value: $2.73 billion
- Largest reported holding: Applied Optoelectronics
- Other top holdings: Lumentum Holdings, Credo Technology Group, DigitalOcean Holdings, SharkNinja
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Applied Optoelectronics Inc. |
2,349,969 | +310,328 | $198,784 |
| AAOI | 2,349,969 | +310,328 | $198,784 |
| Lumentum Hldgs Inc. |
266,222 | -14,708 | $187,090 |
| LITE | 266,222 | -14,708 | $187,090 |
| Credo Technology Group |
1,021,968 | +346,580 | $95,932 |
| CRDO | 1,021,968 | +346,580 | $95,932 |
| DigitalOcean Holdings Inc. |
927,505 | +148,675 | $79,561 |
| DOCN | 927,505 | +148,675 | $79,561 |
| SharkNinja Inc. |
599,970 | +73,660 | $63,537 |
| SN | 599,970 | +73,660 | $63,537 |
| Nova Ltd. |
137,955 | +24,670 | $59,911 |
| NVMI | 137,955 | +24,670 | $59,911 |
| Dana Inc. |
1,611,500 | +815,000 | $54,227 |
| DAN | 1,611,500 | +815,000 | $54,227 |
| BrightSpring Health Services |
1,158,970 | +250,970 | $49,384 |
| BTSG | 1,158,970 | +250,970 | $49,384 |
| Macom Technology Solutions |
215,886 | +36,926 | $47,942 |
| MTSI | 215,886 | +36,926 | $47,942 |
| Rambus Inc |
526,316 | +64,216 | $45,279 |
| RMBS | 526,316 | +64,216 | $45,279 |
| Clean Harbors Inc. |
144,355 | +27,485 | $41,391 |
| CLH | 144,355 | +27,485 | $41,391 |
| SiTime Corporation |
119,281 | +12,885 | $41,194 |
| SITM | 119,281 | +12,885 | $41,194 |
| Ultra Clean Holdings |
640,476 | +11,976 | $39,825 |
| UCTT | 640,476 | +11,976 | $39,825 |
| Everus Construction Group |
326,533 | +66,733 | $38,550 |
| ECG | 326,533 | +66,733 | $38,550 |
| Frontdoor Inc. |
717,960 | +107,100 | $37,951 |
| FTDR | 717,960 | +107,100 | $37,951 |
| Carpenter Technology Corp. |
94,433 | +11,822 | $37,221 |
| CRS | 94,433 | +11,822 | $37,221 |
| Skywest Inc |
392,499 | +10,279 | $36,043 |
| SKYW | 392,499 | +10,279 | $36,043 |
| Lattice Semiconductor Corporat |
374,436 | +59,800 | $34,733 |
| LSCC | 374,436 | +59,800 | $34,733 |
| Globus Medical Inc. A |
392,200 | +122,200 | $33,792 |
| GMED | 392,200 | +122,200 | $33,792 |
| Camtek Ltd. |
222,780 | +3,900 | $33,776 |
| CAMT | 222,780 | +3,900 | $33,776 |
| Arcutis Biotherapeutics Inc. |
1,365,941 | +557,541 | $32,182 |
| ARQT | 1,365,941 | +557,541 | $32,182 |
| Flowserve Corporation |
434,681 | +24,740 | $31,953 |
| FLS | 434,681 | +24,740 | $31,953 |
| Silicon Motion Techn ADR |
282,550 | +46,250 | $31,728 |
| SIMO | 282,550 | +46,250 | $31,728 |
| Life Time Holdings Inc. |
1,160,500 | +101,200 | $31,264 |
| LTH | 1,160,500 | +101,200 | $31,264 |
| Rush Street Interactive Inc. |
1,434,560 | +22,850 | $31,202 |
| RSI | 1,434,560 | +22,850 | $31,202 |
| FirstCash Holdings Inc |
165,665 | +34,365 | $31,145 |
| FCFS | 165,665 | +34,365 | $31,145 |
| Fastly Inc. |
1,071,022 | +381,222 | $31,124 |
| FSLY | 1,071,022 | +381,222 | $31,124 |
| Tutor Perini Corp. |
393,900 | +6,700 | $30,405 |
| TPC | 393,900 | +6,700 | $30,405 |
| Dutch Bros. Inc. |
598,493 | +193,993 | $30,320 |
| BROS | 598,493 | +193,993 | $30,320 |
| Solaris Energy Infrastructur |
531,889 | +164,989 | $30,057 |
| SEI | 531,889 | +164,989 | $30,057 |
| Merit Medical System Inc |
424,209 | +155,449 | $29,241 |
| MMSI | 424,209 | +155,449 | $29,241 |
| Federal Signal Corp. |
267,634 | +101,134 | $28,942 |
| FSS | 267,634 | +101,134 | $28,942 |
| American Superconductor |
849,900 | +14,000 | $28,769 |
| AMSC | 849,900 | +14,000 | $28,769 |
| Mercury Systems Inc. |
391,023 | -23,017 | $28,509 |
| MRCY | 391,023 | -23,017 | $28,509 |
| Arcosa Inc. |
267,700 | +46,100 | $28,414 |
| ACA | 267,700 | +46,100 | $28,414 |
| Osi Systems Inc. |
106,593 | +5,193 | $28,302 |
| OSIS | 106,593 | +5,193 | $28,302 |
| Core Natural Resources Inc. |
269,800 | +91,400 | $28,256 |
| CNR | 269,800 | +91,400 | $28,256 |
| Waystar Holding Corp. |
1,167,474 | +326,874 | $28,148 |
| WAY | 1,167,474 | +326,874 | $28,148 |
| Encompass Health Corporation |
289,485 | -69,486 | $28,002 |
| EHC | 289,485 | -69,486 | $28,002 |
| Veracyte Inc. |
839,834 | +113,094 | $27,051 |
| VCYT | 839,834 | +113,094 | $27,051 |
| AAR Corp. |
245,125 | -27,575 | $26,831 |
| AIR | 245,125 | -27,575 | $26,831 |
| ICU Medical Inc. |
203,710 | +35,670 | $26,309 |
| ICUI | 203,710 | +35,670 | $26,309 |
| Littelfuse Inc. |
71,800 | +9,500 | $24,365 |
| LFUS | 71,800 | +9,500 | $24,365 |
| Primoris Services Corp. |
166,100 | +2,800 | $23,759 |
| PRIM | 166,100 | +2,800 | $23,759 |
| Remitly Global Inc. |
1,454,300 | +451,500 | $22,789 |
| RELY | 1,454,300 | +451,500 | $22,789 |
| Genpact Ltd. |
606,832 | +85,230 | $22,604 |
| G | 606,832 | +85,230 | $22,604 |
| Assurant Inc. |
102,300 | +19,300 | $22,282 |
| AIZ | 102,300 | +19,300 | $22,282 |
| Blue Bird Corporation |
389,238 | +6,600 | $22,105 |
| BLBD | 389,238 | +6,600 | $22,105 |
| Imax Corp. |
577,139 | -75,161 | $21,937 |
| IMAX | 577,139 | -75,161 | $21,937 |
| Levi Strauss & Co. |
1,167,300 | +173,400 | $21,583 |
| LEVI | 1,167,300 | +173,400 | $21,583 |
