Investor
Archon Capital Management LLC
CIK 0001398825 · filed 2026-05-15 · SEC filing
13F book
$177.2M
Positions
45
13 new · 16 sold
Largest name
5.9%
Bandwidth Inc. · BAND
Est. mark
−$15.4M
Price effect on 32 names still held. Flow $16.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bandwidth Inc. | BAND | 583.1K | $10.4M | 5.9% | $1.06M | Added$3.49M |
| Apyx Medical Corp | APYX | 2.79M | $10.3M | 5.8% | $530.3K | Cut−$947.8K |
| Savers Value Vlg Inc | — | 1.3M | $9.65M | 5.4% | −$2.39M | Added−$2.08M |
| Braze, Inc. | BRZE | 402.7K | $9.51M | 5.4% | −$2.4M | Added$1.81M |
| Omada Health, Inc. | OMDA | 725.1K | $9.11M | 5.1% | −$2.18M | Added−$1.59M |
| Satellogic Inc | — | 1.65M | $8.96M | 5.1% | — | New |
| Teradata Corp Del | — | 346.2K | $8.87M | 5.0% | −$1.51M | Added−$660.9K |
| Tenable Hldgs Inc | — | 519K | $8.78M | 5.0% | — | New |
| Stitch Fix, Inc. | SFIX | 2.5M | $8.27M | 4.7% | −$2.85M | Added$569.2K |
| Oceaneering Intl Inc | — | 208K | $7.38M | 4.2% | — | New |
| Mercury Sys Inc | — | 95.8K | $6.99M | 3.9% | −$7.46K | Added$1.54M |
| Mitek Sys Inc | — | 390.8K | $5.28M | 3.0% | $565.3K | Added$3.25M |
| M-Tron Inds Inc | — | 78.2K | $5.23M | 3.0% | $1.07M | Cut−$1.06M |
| Lsi Inds Inc Ohio | — | 263.5K | $4.9M | 2.8% | $55K | Added$1.3M |
| Target Hospitality Corp. | TH | 437.9K | $4.06M | 2.3% | — | New |
| ThredUp Inc. | TDUP | 1.24M | $4.06M | 2.3% | −$1.08M | Added$1.84M |
| Materialise Nv | MTLS | 742.7K | $3.67M | 2.1% | −$399.3K | Added$35.9K |
| Elastic N.V. | ESTC | 72K | $3.6M | 2.0% | −$1.83M | Cut−$2.51M |
| Orion Group Hldgs Inc | — | 319K | $3.48M | 2.0% | $262.4K | Added$760.1K |
| The Realreal Inc | — | 329.1K | $2.99M | 1.7% | −$2.2M | Cut−$4.65M |
| Vishay Precision Group, Inc. | VPG | 66.9K | $2.91M | 1.6% | — | New |
| Kopin Corp | KOPN | 1.28M | $2.88M | 1.6% | −$95.4K | Added$399.6K |
| KORU Medical Systems, Inc. | KRMD | 642.9K | $2.78M | 1.6% | −$950.1K | Added−$927.4K |
| Proto Labs Inc | PRLB | 48.5K | $2.77M | 1.6% | — | New |
| Cryoport, Inc. | CYRX | 325.3K | $2.69M | 1.5% | −$429.4K | Held |
| Optex Sys Hldgs Inc | — | 195.6K | $2.59M | 1.5% | −$168.1K | Added$90.9K |
| Cognyte Software Ltd. | CGNT | 309.2K | $2.5M | 1.4% | −$270.8K | Added$546.5K |
| Sportsmans Whse Hldgs Inc | — | 1.67M | $2.35M | 1.3% | −$83.4K | Held |
| Stereotaxis, Inc. | STXS | 1.23M | $2.26M | 1.3% | −$564K | Held |
| Orasure Technologies Inc | OSUR | 747.9K | $2.24M | 1.3% | $332.6K | Added$855.9K |
| Sophia Genetics Sa | SOPH | 441.4K | $2.18M | 1.2% | $123.6K | Held |
| Workday, Inc. | WDAY | 16K | $2.08M | 1.2% | — | New |
| Ishares Tr | — | 25K | $2M | 1.1% | — | New |
| Sprinklr, Inc. | CXM | 275.3K | $1.65M | 0.9% | −$490K | Cut−$1.62M |
| El Pollo Loco Hldgs Inc | — | 114.5K | $1.59M | 0.9% | $389.3K | Cut−$290.6K |
| Coda Octopus Group, Inc. | CODA | 140K | $1.58M | 0.9% | $280K | Cut$187K |
| Zoom Communications, Inc. | ZM | 17K | $1.37M | 0.8% | — | New |
| 3-D Sys Corp Del | — | 546.2K | $1.03M | 0.6% | $60.1K | Cut−$699.1K |
| Precision Optics Corp Inc Ma | — | 156.8K | $688.4K | 0.4% | — | New |
| VirTra, Inc | VTSI | 123.3K | $457.3K | 0.3% | — | New |
| Sleep Number Corp | SNBRQ | 225.6K | $405K | 0.2% | — | New |
| Twin Disc Inc | TWIN | 18.9K | $285.3K | 0.2% | −$30.5K | Held |
| Laird Superfood, Inc. | LSF | 90.7K | $194.9K | 0.1% | −$6.33K | Added−$5.71K |
| M-Tron Inds Inc | — | 78.2K | $164.3K | 0.1% | — | New |
| Owlet, Inc. | OWLT | 18.1K | $93.3K | 0.1% | −$200.5K | Cut−$852.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.