Creative Title: Tech Fund's Q3 2022 vs. Q4 2022: Winners, Losers & Surprises

The S Squared Technology, LLC fund is one of the leading technology-focused investment vehicles, and its Q3 and Q4 2022 13F filings are sure to draw attention. The fund's quarterly disclosures show its holdings for the period, indicating which stocks it has bought, sold, and held. The reports offer investors valuable insights into the fund's strategies and decision-making process, making them informative and much-awaited.

In this blog post, we'll discuss some of the most significant changes in S Squared Technology, LLC's holdings between Q3 2022 and Q4 2022, highlighting the winners, losers, and surprises.

Firstly, the winners:

MACOM Technology Solutions (MTSI): The fund retained its entire holding of 193,946 shares in MTSI, despite a surge in the share price. This commitment likely signals the fund's continuing confidence in the company's growth trajectory.

ASYA Software Inc. (ASUR): The fund increased its position in ASUR from 880,196 to 880,196 shares, indicating a high degree of confidence in the company's future prospects.

Digital Turbine Inc. (APPS): The fund maintained its entire holding of 150,184 shares in APPS, despite the share price spiking by 5.8%. This move indicates the fund's optimism towards the stock.

Secondly, the losers:

Grid Dynamics Holdings Inc. (GDYN): The fund reduced its position in GDYN from 364,155 to 414,355 shares, announcing a 31.8% change. This move may suggest that the stocks' performance failed to meet to meet the fund's expectations.

Everquote Inc. (EVER): The fund significantly reduced its position in EVER from 100,952 to 7,288 shares, indicating low confidence in the company's outlook.

Lastly, the surprises:

Tremor International Ltd-ADR (TRMR): The fund announced a surprising increase in its position in TRMR, from 185,713 to 375,421 shares, indicating a substantial 88.1% growth. This move suggests that the fund might be interested in exploring new opportunities for expansion.

Rapid7 Inc. (RPD): The fund entirely divested its holdings in RPD, thereby signaling an end to its collaboration. This decision might come as a surprise to the RPD management and investors who did not see this coming.

In conclusion, the S Squared Technology, LLC fund's Q3 versus Q4 2022 reports hold valuable insights into the fund manager's strategies and perspectives. The careful observation of these 13F filings may help investors make informed decisions about their own investments.