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What smart money is saying about ImpinjUnited States flag

PI · Technology · Semiconductors · Market cap $3.92B

1 fund in our archive has pitched Impinj — most recently WS Amati Global Innovation Fund in March 2026.

Company profile

Impinj, Inc., established in 2000 and headquartered in Seattle, Washington, provides a sophisticated cloud connectivity platform across the Americas, Asia Pacific, Europe, the Middle East, and Africa. This comprehensive platform facilitates the wireless linking of individual physical items, subsequently transmitting vital data about these connected objects to a diverse range of business and consumer software applications. The company's offerings are built around several interconnected product families. Firstly, it features "endpoint ICs," which are miniature radio-on-a-chip components designed to be affixed to an item, supplying it with a unique identifier. Secondly, "systems products" include reader ICs, standalone readers, and gateways. These components work in unison to wirelessly power and enable bidirectional communication with endpoint ICs on host items, as well as to execute tasks such as reading, writing, authenticating, and interacting with them. Finally, the platform incorporates advanced software and algorithms. These tools empower Impinj's partners to develop and deploy practical solutions for end-users, covering applications like retail self-checkout, loss prevention, and precise warehouse inventory management, including pallet and carton tracking. Impinj serves a broad spectrum of industries, including retail, supply chain and logistics, aviation, automotive, healthcare, industrial manufacturing, sports, food services, data centers, travel, banking, and even linen and uniform management. Its products and services are distributed through an extensive network of partners, including distributors, system integrators, value-added resellers, and software solution providers.

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Reported positions
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Letters

Fund activity · 2 positions

  • HoldsAmati Global Investors WS Amati Global Innovation Fund
    June 2026

    Listed in Amati Global Investors WS Amati Global Innovation Fund’s reported holdings.

    Read the letterImpinj
  • HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)
    June 2026

    Listed in Amati Global Investors WS Amati Global Innovation Fund (B Share Class)’s reported holdings.

    Read the letterImpinj

Fund coverage · 1 thesis

  • WS Amati Global Innovation Fund
    March 2026

    Impinj is a leading RFID chip company with a rapidly expanding addressable market and a recent pullback seen as an attractive long-term entry point.

    Read the full thesis

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