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Portfolio (Quarterly) Guide ↗

Archon Capital Management LLC

· CIK 0001398825
13F Portfolio $177M AUM 45 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 17 Added 9 Reduced 16 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VPG VISHAY PRECISION GROUP INC Technology 66,928.0 $2.9M 1.64% NEW $43.42 +162.0%
22 KOPN KOPIN CORP Technology 1,279,737.0 $2.9M 1.62% +220K +20.8% $2.25 +128.4%
23 KRMD KORU MEDICAL SYSTEMS INC Healthcare 642,923.0 $2.8M 1.57% +5K +0.8% $4.32 -5.1%
24 PRLB PROTO LABS INC Industrials 48,500.0 $2.8M 1.56% NEW $57.02 +25.1%
25 CYRX CRYOPORT INC Industrials 325,268.0 $2.7M 1.52% $8.28 +69.1%
26 OPXS OPTEX SYS HLDGS INC Industrials 195,586.0 $2.6M 1.46% +20K +11.1% $13.23 -17.9%
27 CGNT COGNYTE SOFTWARE LTD Technology 309,171.0 $2.5M 1.41% +101K +48.4% $8.10 +24.7%
28 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 1,668,905.0 $2.4M 1.33% $1.41 -8.5%
29 STXS STEREOTAXIS INC Healthcare 1,226,044.0 $2.3M 1.27% $1.84 +4.3%
30 OSUR ORASURE TECHNOLOGIES INC Healthcare 747,909.0 $2.2M 1.27% +174K +30.4% $3.00 +20.3%
31 SOPH SOPHIA GENETICS SA Healthcare 441,413.0 $2.2M 1.23% $4.95 -1.4%
32 WDAY WORKDAY INC Technology 16,000.0 $2.1M 1.17% NEW $129.92 -1.4%
33 IGV ISHARES TR 25,000.0 $2.0M 1.13% NEW $80.05 +17.4%
34 CXM SPRINKLR INC Technology 275,272.0 $1.7M 0.93% -145K -34.5% $6.00 -12.2%
35 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 114,502.0 $1.6M 0.90% -65K -36.2% $13.86 +1.5%
36 CODA CODA OCTOPUS GROUP INC Industrials 140,000.0 $1.6M 0.89% -10K -6.7% $11.30 +5.0%
37 ZM ZOOM COMMUNICATIONS INC Technology 17,000.0 $1.4M 0.77% NEW $80.39 +31.4%
38 DDD 3D SYS CORP DEL Technology 546,221.0 $1.0M 0.58% -429K -44.0% $1.88 +67.6%
39 POCI PRECISION OPTICS CORP INC MA Healthcare 156,805.0 $688K 0.39% NEW $4.39 +12.3%
40 VTSI VIRTRA INC Industrials 123,265.0 $457K 0.26% NEW $3.71 -6.5%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Healthcare 16.9%
Consumer Cyclical 16.8%
Industrials 14.2%
Energy 4.2%
Consumer Defensive 0.1%