1492 Capital Management LLC — 13F holdings

1492 Capital Management LLC reported 133 holdings worth $339M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MXL MAXLINEAR INC — $17.4M (5.1%)
2. CRS CARPENTER TECHNOLOGY CORP — $16.9M (5.0%)
3. ALHC ALIGNMENT HEALTHCARE INC — $11.6M (3.4%)
4. AAOI APPLIED OPTOELECTRONICS INC — $11.3M (3.3%)
5. STRL STERLING INFRASTRUCTURE INC — $9.12M (2.7%)
6. CPA COPA HOLDINGS SA — $8.95M (2.6%)
7. ADPT ADAPTIVE BIOTECHNOLOGIES COR — $8.21M (2.4%)
8. ATI ATI INC — $8.09M (2.4%)
9. ADTN ADTRAN HOLDINGS INC — $7.97M (2.4%)
10. KALU KAISER ALUMINUM CORP — $7.63M (2.3%)