Bleichroeder LP

data from 30/09/2025

Capitalization

$ 512.974 M 26.10 %

Average holding period

11 ans

Performance

$ -8.406 B -1 106.31 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Bleichroeder LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GLD SPDR GOLD TR 32.92% 168.848 M $ 475000 2019/12/31 24.054 M $ 16.61 %
2025/09/30 CMPO COMPOSECURE INC 15.91% 81.603 M $ 3919466 2022/03/31 26.378 M $ 47.76 %
2025/09/30 LIN LINDE PLC 7.60% 39.004 M $ 82114 2023/03/31 490.125 K $ 1.24 %
2025/09/30 MDXH MDXHEALTH SA 6.69% 34.309 M $ 7378333 2023/12/31 18.003 M $ 110.41 %
2025/09/30 RESOLUTE HLDGS MGMT INC 4.52% 23.190 M $ 321413 2025/03/31 12.947 M $ 126.39 %
2025/09/30 SPY SPDR S&P 500 ETF TR 4.23% 21.697 M $ 32570 2023/12/31 1.482 M $ 7.82 %
2025/09/30 BX BLACKSTONE INC 3.02% 15.505 M $ 90750 2019/12/31 1.930 M $ 14.22 %
2025/09/30 DUOT DUOS TECHNOLOGIES GROUP INC 2.34% 11.981 M $ 1627806 2020/03/31 341.839 K $ 2.94 %
2025/09/30 IDN INTELLICHECK INC 2.10% 10.783 M $ 2073583 2019/12/31 -393.980 K $ -3.53 %
2025/09/30 INVE IDENTIV INC 1.94% 9.952 M $ 2884495 2019/12/31 548.054 K $ 5.83 %
2025/09/30 SPGI S&P GLOBAL INC 1.90% 9.734 M $ 20000 2019/12/31 -811.599 K $ -7.70 %
2025/09/30 LIQT LIQTECH INTL INC 1.63% 8.369 M $ 3182239 2023/06/30 3.278 M $ 64.38 %
2025/09/30 DTIL PRECISION BIOSCIENCES INC 1.16% 5.934 M $ 1075000 2025/03/31 1.419 M $ 31.43 %
2025/09/30 CUE CUE BIOPHARMA INC 0.96% 4.901 M $ 6819164 2019/12/31 248.217 K $ 5.33 %
2025/09/30 PROK PROKIDNEY CORP 0.94% 4.840 M $ 2000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRFH BARFRESH FOOD GROUP INC 0.94% 4.840 M $ 1390758 2022/03/31 83.445 K $ 1.75 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.92% 4.731 M $ 15000 2019/12/31 382.799 K $ 8.80 %
2025/09/30 EYPT EYEPOINT PHARMACEUTICALS INC 0.71% 3.653 M $ 256515 2025/06/30 1.239 M $ 51.33 %
2025/09/30 WELL WELLTOWER INC 0.69% 3.563 M $ 20000 2025/06/30 488.199 K $ 15.88 %
2025/09/30 NMTC NEUROONE MED TECHNOLOGIES CO 0.69% 3.554 M $ 4000000 2025/06/30 841.199 K $ 31.00 %
2025/09/30 FLNT FLUENT INC 0.62% 3.171 M $ 1428571 2025/09/30 0.000 $ 0.00 %
2025/09/30 GNLX GENELUX CORPORATION 0.58% 2.999 M $ 714000 2025/03/31 949.620 K $ 46.34 %
2025/09/30 QQQ INVESCO QQQ TR 0.54% 2.786 M $ 4640 2025/06/30 116.952 K $ 8.83 %
2025/09/30 TV GRUPO TELEVISA S A B 0.54% 2.771 M $ 1030000 2021/06/30 515.000 K $ 22.83 %
2025/09/30 DMAC DIAMEDICA THERAPEUTICS INC 0.51% 2.627 M $ 382317 2023/06/30 1.135 M $ 76.15 %
2025/09/30 VENU VENU HLDG CORP 0.50% 2.562 M $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OWLT OWLET INC 0.45% 2.287 M $ 270000 2024/09/30 18.900 K $ 0.83 %
2025/09/30 CRIS CURIS INC 0.37% 1.885 M $ 1135662 2023/09/30 -683.536 K $ -28.45 %
2025/09/30 IMMX IMMIX BIOPHARMA INC 0.35% 1.777 M $ 850000 2024/03/31 17.000 K $ 0.97 %
2025/09/30 MODD MODULAR MED INC 0.27% 1.410 M $ 2014581 2024/03/31 -79.288 K $ -6.07 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 0.26% 1.338 M $ 13802 2023/09/30 218.209 K $ 19.48 %
2025/09/30 CMPOW COMPOSECURE INC 0.25% 1.280 M $ 100000 2022/03/31 655.000 K $ 104.80 %
2025/09/30 OPUS GENETICS INC 0.24% 1.216 M $ 736842 2025/03/31 521.610 K $ 75.14 %
2025/09/30 RTX RTX CORPORATION 0.20% 1.004 M $ 6000 2020/06/30 127.860 K $ 14.59 %
2025/09/30 FEAM 5E ADVANCED MATERIALS INC 0.19% 997.142 K $ 285714 2025/09/30 0.000 $ 0.00 %
2025/09/30 POCI PRECISION OPTICS CORP INC MA 0.19% 958.001 K $ 220230 2024/09/30 -121.126 K $ -11.22 %
2025/09/30 PROF PROFOUND MED CORP 0.17% 896.498 K $ 183333 2023/12/31 -185.166 K $ -17.12 %
2025/09/30 TLPH TALPHERA INC 0.15% 787.057 K $ 881166 2025/03/31 184.726 K $ 94.09 %
2025/09/30 EVOKE PHARMA INC 0.14% 727.583 K $ 146395 2024/09/30 162.937 K $ 91.15 %
2025/09/30 RNXT RENOVORX INC 0.13% 684.049 K $ 538621 2025/03/31 -25.000 K $ -3.80 %
2025/09/30 IPWR IDEAL PWR INC 0.13% 667.660 K $ 133000 2024/03/31 65.169 K $ 10.82 %
2025/09/30 ICCC IMMUCELL CORP 0.12% 634.963 K $ 101594 2021/06/30 -72.131 K $ -10.20 %
2025/09/30 LLYVA LIBERTY MEDIA CORP DEL 0.11% 570.231 K $ 6047 2023/09/30 89.616 K $ 18.65 %
2025/09/30 OPFI-WT OPPFI INC 0.11% 562.500 K $ 250000 2021/09/30 -507.500 K $ -47.43 %
2025/09/30 CELLECTAR BIOSCIENCES INC 0.11% 560.000 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GPCR STRUCTURE THERAPEUTICS INC 0.11% 560.000 K $ 20000 2023/12/31 72.600 K $ 35.00 %
2025/09/30 A2Z CUST2MATE SOLUTIONS CORP 0.10% 495.380 K $ 62000 2025/03/31 0.000 $ 0.00 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.10% 488.656 K $ 1600 2019/12/31 87.312 K $ 21.75 %
2025/09/30 MSAI MULTISENSOR AI HOLDINGS INC 0.09% 451.500 K $ 700000 2024/06/30 32.900 K $ 7.86 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 0.07% 371.435 K $ 12540 2019/12/31 53.545 K $ 16.84 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.07% 358.200 K $ 6000 2020/06/30 -80.939 K $ -18.43 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.07% 355.418 K $ 5300 2020/03/31 -38.477 K $ -9.77 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.05% 274.290 K $ 3000 2020/06/30 -22.769 K $ -7.67 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.04% 217.920 K $ 2000 2020/03/31 35.699 K $ 19.59 %
2025/09/30 XAIR BEYOND AIR INC 0.04% 199.790 K $ 86489 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.04% 184.412 K $ 525 2020/06/30 22.632 K $ 13.99 %
2025/09/30 XOM EXXON MOBIL CORP 0.02% 121.206 K $ 1075 2020/06/30 5.321 K $ 4.59 %
2025/09/30 AENTW ALLIANCE ENTERTAINMENT HOLDI 0.02% 118.000 K $ 200000 2023/06/30 82.000 K $ 227.78 %
2025/09/30 SIRI SIRIUSXM HOLDINGS INC 0.02% 117.795 K $ 5061 2024/09/30 1.568 K $ 1.35 %
2025/09/30 LION LIONSGATE STUDIOS CORP 0.02% 113.250 K $ 16413 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMARTKEM INC 0.02% 109.200 K $ 65000 2024/12/31 43.549 K $ 66.34 %
2025/09/30 ARKF ARK ETF TR 0.01% 68.160 K $ 1200 2022/03/31 7.871 K $ 13.06 %
2025/09/30 REVOLUTION MEDICINES INC 0.01% 59.980 K $ 200000 2023/12/31 7.440 K $ 14.16 %
2025/09/30 ARKW ARK ETF TR 0.01% 52.383 K $ 300 2022/03/31 8.097 K $ 18.28 %
2025/09/30 WGS GENEDX HOLDINGS CORP 0.01% 32.753 K $ 304 2023/06/30 4.690 K $ 16.72 %
2025/09/30 RVMD REVOLUTION MEDICINES INC 0.01% 25.965 K $ 556 2023/12/31 5.509 K $ 26.94 %
2025/09/30 ARKG ARK ETF TR 0.00% 22.910 K $ 825 2022/03/31 2.821 K $ 14.05 %
2025/09/30 STRZ STARZ ENTERTAINMENT CORP. 0.00% 16.085 K $ 1092 2025/06/30 -1.463 K $ -8.34 %
2025/09/30 SVREW SAVERONE 2014 LTD 0.00% 3.340 K $ 121000 2022/06/30 -314.000 $ -8.61 %
2025/09/30 ARKOW ARKO CORP 0.00% 3.100 K $ 333333 2020/12/31 -1.133 K $ -26.77 %
2025/09/30 XFOR X4 PHARMACEUTICALS INC 0.00% 2.035 K $ 595 2025/06/30 904.000 $ 79.96 %
2025/09/30 AVNW AVIAT NETWORKS INC 0.00% 1.513 K $ 66 2020/06/30 -73.000 $ -4.66 %
2025/09/30 LILAK LIBERTY LATIN AMERICA LTD 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 SNRE SUNRISE COMMUNICATIONS AG 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MIST MILESTONE PHARMACEUTICALS IN 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 PXLW PIXELWORKS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ONDS ONDAS HLDGS INC 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/09/30 LBTYK LIBERTY GLOBAL LTD 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 XAIR BEYOND AIR INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 MXCT MAXCYTE INC 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/09/30 ACOG ALPHA COGNITION INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 LILA LIBERTY LATIN AMERICA LTD 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 PROK PROKIDNEY CORP 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %