Funds › Archon Capital Management LLC
Archon Capital Management LLC
13F for Q2 2026, filed Aug 14, 2026. 43 positions worth $246.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$246.3M
+$69.1M (39.0%) vs Q1 2026
Positions
43
45 in Q1 2026
Top 10 share
52.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Archon Capital Management LLC in the latest 13F quarter?
Using 13F.ai, how has Archon Capital Management LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Archon Capital Management LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BAND Bandwidth Inc. | 311,443 | $19.7M | 8.0% | -46.6% | 13F ↗ |
| 2 | OMDA Omada Health, Inc. | 790,994 | $17.4M | 7.0% | +9.1% | 13F ↗ |
| 3 | TDC Teradata Corporation | 461,232 | $16.0M | 6.5% | +33.2% | 13F ↗ |
| 4 | SVV Savers Value Village, Inc. | 1.51M | $15.3M | 6.2% | +16.5% | 13F ↗ |
| 5 | SFIX Stitch Fix, Inc. | 3.01M | $12.4M | 5.0% | +20.4% | 13F ↗ |
| 6 | APYX Apyx Medical Corporation | 2.64M | $11.9M | 4.8% | -5.2% | 13F ↗ |
| 7 | BRZE Braze, Inc. | 529,747 | $11.5M | 4.7% | +31.5% | 13F ↗ |
| 8 | TH Target Hospitality Corp. | 462,422 | $9.4M | 3.8% | +5.6% | 13F ↗ |
| 9 | OII Oceaneering International, Inc. | 208,000 | $8.4M | 3.4% | Unchanged | 13F ↗ |
| 10 | SATL Satellogic Inc. | 1.45M | $8.3M | 3.4% | -12.0% | 13F ↗ |
| 11 | NICE NICE Ltd · ADR | 82,000 | $7.4M | 3.0% | New | 13F ↗ |
| 12 | LOCO El Pollo Loco Holdings, Inc. | 420,690 | $7.1M | 2.9% | +267% | 13F ↗ |
| 13 | TDUP ThredUp Inc. | 1.03M | $7.0M | 2.9% | -17.0% | 13F ↗ |
| 14 | CGNT Cognyte Software Ltd. | 800,007 | $7.0M | 2.9% | +159% | 13F ↗ |
| 15 | LYTS LSI Industries Inc. | 263,480 | $7.0M | 2.8% | Unchanged | 13F ↗ |
| 16 | QTWO Q2 Holdings, Inc. | 145,249 | $7.0M | 2.8% | New | 13F ↗ |
| 17 | SBUX Starbucks Corporation | 61,000 | $6.2M | 2.5% | New | 13F ↗ |
| 18 | ORN Orion Group Holdings, Inc. | 353,980 | $6.0M | 2.4% | +11.0% | 13F ↗ |
| 19 | MTLS Materialise NV · ADR | 766,622 | $5.7M | 2.3% | +3.2% | 13F ↗ |
| 20 | DDD 3D Systems Corporation | 1.75M | $5.3M | 2.1% | +220% | 13F ↗ |
| 21 | RVLV Revolve Group, Inc. | 225,000 | $5.2M | 2.1% | New | 13F ↗ |
| 22 | SOPH SOPHiA GENETICS SA | 691,413 | $4.0M | 1.6% | +56.6% | 13F ↗ |
| 23 | ZM Zoom Communications, Inc. | 45,000 | $3.9M | 1.6% | +165% | 13F ↗ |
| 24 | BOBS Bob's Discount Furniture, Inc. | 232,257 | $3.7M | 1.5% | New | 13F ↗ |
| 25 | TWIN Twin Disc, Incorporated | 147,660 | $3.4M | 1.4% | +680% | 13F ↗ |
| 26 | BHE Benchmark Electronics, Inc. | 34,332 | $3.4M | 1.4% | New | 13F ↗ |
| 27 | OSUR OraSure Technologies, Inc. | 747,909 | $3.3M | 1.4% | Unchanged | 13F ↗ |
| 28 | OPXS Optex Systems Holdings, Inc. | 196,124 | $2.8M | 1.1% | +0.3% | 13F ↗ |
| 29 | REAL The RealReal, Inc. | 229,075 | $2.7M | 1.1% | -30.4% | 13F ↗ |
| 30 | KRMD KORU Medical Systems, Inc. | 642,923 | $2.7M | 1.1% | Unchanged | 13F ↗ |
| 31 | SPWH Sportsman's Warehouse Holdings, Inc. | 1.61M | $2.1M | 0.9% | -3.6% | 13F ↗ |
| 32 | STXS Stereotaxis, Inc. | 1.23M | $2.1M | 0.9% | Unchanged | 13F ↗ |
| 33 | CLB Core Laboratories Inc. | 178,700 | $2.1M | 0.8% | New | 13F ↗ |
| 34 | CODA Coda Octopus Group, Inc. | 140,000 | $1.4M | 0.6% | Unchanged | 13F ↗ |
| 35 | MRCY Mercury Systems Inc | 10,901 | $1.3M | 0.5% | -88.6% | 13F ↗ |
| 36 | VYX NCR Voyix Corporation · Comm | 149,922 | $1.2M | 0.5% | New | 13F ↗ |
| 37 | MITK Mitek Systems, Inc. | 59,134 | $1.2M | 0.5% | -84.9% | 13F ↗ |
| 38 | MTRX Matrix Service Company | 70,000 | $959.0K | 0.4% | New | 13F ↗ |
| 39 | MPTI M-tron Industries, Inc. | 8,933 | $885.7K | 0.4% | -88.6% | 13F ↗ |
| 40 | BBNX Beta Bionics, Inc. | 53,873 | $844.2K | 0.3% | New | 13F ↗ |
| 41 | CXM Sprinklr, Inc. | 125,272 | $646.4K | 0.3% | -54.5% | 13F ↗ |
| 42 | VTSI VirTra, Inc. | 123,265 | $387.1K | 0.2% | Unchanged | 13F ↗ |
| 43 | DIBS 1stdibs.com, Inc. | 31,525 | $154.5K | 0.1% | New | 13F ↗ |
Changes since Q1 2026
11 new, 15 added to, 10 trimmed, 13 exited, 7 unchanged. By estimated dollars.
New positions (11)
| NICE NICE Ltd · ADR | 82,000 | New | $7.4M |
| QTWO Q2 Holdings, Inc. | 145,249 | New | $7.0M |
| SBUX Starbucks Corporation | 61,000 | New | $6.2M |
| RVLV Revolve Group, Inc. | 225,000 | New | $5.2M |
| BOBS Bob's Discount Furniture, Inc. | 232,257 | New | $3.7M |
| BHE Benchmark Electronics, Inc. | 34,332 | New | $3.4M |
| CLB Core Laboratories Inc. | 178,700 | New | $2.1M |
| VYX NCR Voyix Corporation · Comm | 149,922 | New | $1.2M |
| MTRX Matrix Service Company | 70,000 | New | $959.0K |
| BBNX Beta Bionics, Inc. | 53,873 | New | $844.2K |
Added to (15)
| LOCO El Pollo Loco Holdings, Inc. | 420,690 | +267% | $5.2M |
| CGNT Cognyte Software Ltd. | 800,007 | +159% | $4.3M |
| TDC Teradata Corporation | 461,232 | +33.2% | $4.0M |
| DDD 3D Systems Corporation | 1.75M | +220% | $3.6M |
| TWIN Twin Disc, Incorporated | 147,660 | +680% | $3.0M |
| BRZE Braze, Inc. | 529,747 | +31.5% | $2.8M |
| ZM Zoom Communications, Inc. | 45,000 | +165% | $2.4M |
| SVV Savers Value Village, Inc. | 1.51M | +16.5% | $2.2M |
| SFIX Stitch Fix, Inc. | 3.01M | +20.4% | $2.1M |
| OMDA Omada Health, Inc. | 790,994 | +9.1% | $1.4M |
Trimmed (10)
| BAND Bandwidth Inc. | 311,443 | -46.6% | -$17.2M |
| MRCY Mercury Systems Inc | 10,901 | -88.6% | -$10.4M |
| MPTI M-tron Industries, Inc. | 8,933 | -88.6% | -$6.9M |
| MITK Mitek Systems, Inc. | 59,134 | -84.9% | -$6.7M |
| TDUP ThredUp Inc. | 1.03M | -17.0% | -$1.4M |
| REAL The RealReal, Inc. | 229,075 | -30.4% | -$1.2M |
| SATL Satellogic Inc. | 1.45M | -12.0% | -$1.1M |
| CXM Sprinklr, Inc. | 125,272 | -54.5% | -$774.0K |
| APYX Apyx Medical Corporation | 2.64M | -5.2% | -$656.5K |
| SPWH Sportsman's Warehouse Holdings, Inc. | 1.61M | -3.6% | -$79.8K |
Exited (13)
| TENB Tenable Holdings, Inc. | 519,002 | Exited | -$8.8M |
| ESTC Elastic N.V. | 72,000 | Exited | -$3.6M |
| VPG Vishay Precision Group, Inc. | 66,928 | Exited | -$2.9M |
| KOPN Kopin Corporation | 1.28M | Exited | -$2.9M |
| PRLB Proto Labs, Inc. | 48,500 | Exited | -$2.8M |
| CYRX CryoPort, Inc. | 325,268 | Exited | -$2.7M |
| WDAY Workday, Inc. | 16,000 | Exited | -$2.1M |
| iShares Tr Expanded Tech | 25,000 | Exited | -$2.0M |
| POCI Precision Optics Corporation, Inc. | 156,805 | Exited | -$688.4K |
| SNBRQ Sleep Number Corp · Com D | 225,600 | Exited | -$405.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer