S SQUARED TECHNOLOGY, LLC — 13F holdings

S SQUARED TECHNOLOGY, LLC reported 33 holdings worth $322M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LSCC LATTICE SEMICONDUCTOR CORP — $39.0M (12.1%)
2. KRYS KRYSTAL BIOTECH INC — $28.8M (8.9%)
3. PRLB PROTO LABS INC — $23.5M (7.3%)
4. ALGM ALLEGRO MICROSYSTEMS INC — $23.1M (7.2%)
5. SYM SYMBOTIC INC — $21.9M (6.8%)
6. IPGP IPG PHOTONICS CORP — $19.8M (6.1%)
7. DAVE DAVE INC — $14.2M (4.4%)
8. KTOS KRATOS DEFENSE & SEC SOLUTIO — $12.4M (3.9%)
9. OLED UNIVERSAL DISPLAY CORP — $11.8M (3.7%)
10. FIVN FIVE9 INC — $11.0M (3.4%)