S SQUARED TECHNOLOGY, LLC

Fundamental concentrated ★Highest signal CIK 1322924
League rank
#79
in Fundamental concentrated · #99 overall
Long book
$264.2M
Q1 2026
Positions
35
Top-10 weight
63%
concentration
Last quarter
+37.9%
SPY +14.8%
Turnover
19%
of book per quarter

Strategy in plain words

auto-generated from filings

S SQUARED TECHNOLOGY, LLC is a concentrated fundamental stock-picker, running a $264.2M US long book across 35 positions.

The portfolio is concentrated: the top 10 names carry 63% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: LATTICE SEMICONDUCTOR CORP, KRYSTAL BIOTECH INC, SYMBOTIC INC, IPG PHOTONICS CORP, PROTO LABS INC.

Over the last 9 quarters its long book ran on average 5.4pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+7.0%
Q3 2024
+16.5%
Q4 2024
-15.3%
Q1 2025
+29.9%
Q2 2025
+12.8%
Q3 2025
-4.0%
Q4 2025
+0.8%
Q1 2026
+37.9%

Sector allocation

Technology
52%
Industrials
23%
Healthcare
9%
Financials
7%
Other
5%
Services media
3%

Long book by quarter

$217.8M
Q1 2024
$226.6M
Q2 2024
$234.4M
Q3 2024
$240.7M
Q4 2024
$195.4M
Q1 2025
$237.3M
Q2 2025
$263.0M
Q3 2025
$258.2M
Q4 2025
$264.2M
Q1 2026

What does S SQUARED own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LSCC LATTICE SEMICONDUCTOR CORPTechnology342.0K$31.7M12.0%-4.0%
KRYS KRYSTAL BIOTECH INCHealthcare86.2K$22.3M8.4%-10.4%
SYM SYMBOTIC INCIndustrials369.1K$19.6M7.4%+39.8%
IPGP IPG PHOTONICS CORPTechnology153.9K$17.6M6.7%+6.9%
PRLB PROTO LABS INCIndustrials296.1K$16.9M6.4%-3.3%
ALGM ALLEGRO MICROSYSTEMS INCTechnology457.5K$14.4M5.5%Held
DAVE DAVE INCFinancials75.0K$13.1M4.9%+22.3%
KTOS KRATOS DEFENSE & SECURITYIndustrials174.5K$12.3M4.7%-5.4%
OLED UNIVERSAL DISPLAY CORPTechnology126.0K$11.5M4.4%+13.5%
FIVN FIVE9 INCTechnology535.2K$8.1M3.1%+24.4%
ATI ATI INCIndustrials55.0K$8.0M3.0%-31.3%
POWI POWER INTEGRATIONS INCTechnology136.9K$7.0M2.7%+5.3%
628 SEMRUSH HOLDINGS INC-A550.1K$6.6M2.5%Held
ARLO ARLO TECHNOLOGIES INCServices media459.8K$6.5M2.5%-11.5%
SLAB SILICON LABORATORIES INCTechnology28.0K$5.8M2.2%-71.4%
PUBM PUBMATIC INC-CLASS ATechnology676.4K$5.5M2.1%+140.7%
FTK FLOTEK INDUSTRIES INCOther303.7K$5.2M2.0%+15.2%
AMBQ AMBIQ MICRO INCTechnology192.8K$4.9M1.9%New
MGNI MAGNITE INCTechnology402.9K$4.8M1.8%Held
GTX GARRETT MOTION INCIndustrials245.0K$4.5M1.7%New
CMRC COMMERCE.COM INCTechnology1.6M$4.3M1.6%+32.4%
SMWB SIMILARWEB LTDTechnology1.6M$4.2M1.6%+106.4%
TREE LENDINGTREE INCFinancials90.8K$3.9M1.5%New
GDYN GRID DYNAMICS HOLDINGS INCTechnology636.7K$3.6M1.4%Held
EVER EVERQUOTE INC - CLASS ATechnology223.1K$3.4M1.3%+193.4%
ASUR ASURE SOFTWARE INCTechnology399.4K$3.4M1.3%Held
CXM SPRINKLR INC-ATechnology451.7K$2.7M1.0%-21.0%
APPS DIGITAL TURBINE INCFinancials762.8K$2.2M0.8%+16.7%
UTE0 CANTALOUPE INC197.8K$2.1M0.8%Held
GAIA GAIA INCServices media723.3K$2.0M0.8%Held
KLTR KALTURA INCTechnology1.5M$1.8M0.7%+14.8%
EGHT 8X8 INCTechnology934.2K$1.6M0.6%Held
DCGO DOCGO INCHealthcare2.1M$1.3M0.5%Held
AMPL AMPLITUDE INC-CLASS ATechnology150.4K$1.0M0.4%New
MTSI MACOM TECHNOLOGY SOLUTIONS HTechnology1.0K$222K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HR/ARESTATEMENTMay 15, 202635$264.2M canonicalSEC ↗
Q1 202613F-HRMay 14, 202635$264.2M SEC ↗
Q4 202513F-HRFeb 13, 202632$258.2M canonicalSEC ↗
Q3 202513F-HRNov 14, 202536$263.0M canonicalSEC ↗
Q2 202513F-HRAug 7, 202535$237.3M canonicalSEC ↗
Q1 202513F-HRMay 16, 202533$195.4M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202535$240.7M canonicalSEC ↗
Q3 202413F-HRNov 14, 202433$234.4M canonicalSEC ↗
Q2 202413F-HRAug 14, 202435$226.6M canonicalSEC ↗
Q1 202413F-HRMay 15, 202435$217.8M canonicalSEC ↗