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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
86
−7 vs. Q3 2022
Portfolio value
$460.1M
−$19.1M (−4.0%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Bleichroeder LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$80.6M17.5%00.0%UnchangedHistory
BCBrunswick CorpCOM975,636$70.3M15.3%00.0%UnchangedHistory
LINLinde PLCSHS116,564$38.0M8.3%−12,000−9.3%ReducedHistory
IVACIntevac IncCOM4,944,105$32.0M7.0%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM3,893,730$23.4M5.1%−50,000−1.3%ReducedHistory
Pioneer Merger Corp.G7S24C103CL A SHS2,125,000$21.5M4.7%00.0%Unchanged–
INVEINVE Technologies, Inc.COM NEW2,634,495$19.1M4.1%00.0%UnchangedHistory
THOThor Industries IncCOM227,500$17.2M3.7%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A2,989,450$14.7M3.2%+56,106+1.9%AddedHistory
PROKProkidney Corp.COMMON STOCK2,000,000$13.7M3.0%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock40,000$13.4M2.9%00.0%UnchangedHistory
Corsair Partnering CorpG2540H108SHS CL A1,250,000$12.5M2.7%00.0%Unchanged–
MDXHMDxHealth SASPONSORED ADS1,958,333$11.6M2.5%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM236,396$9.25M2.0%00.0%Unchanged–
DRRXDurect CorpCOM NEW2,641,463$9.14M2.0%00.0%UnchangedConverted for a 1-for-10 splitHistory
OPTNOptiNose, Inc.COM4,045,132$7.48M1.6%+263,157+7.0%AddedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW1,872,463$7.45M1.6%+550,000+41.6%AddedHistory
BXBlackstone Inc.COM80,000$5.94M1.3%00.0%UnchangedHistory
MISTMilestone Pharmaceuticals Inc.COM1,326,085$5.25M1.1%+813,585+158.7%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,000,000$4.56M1.0%00.0%UnchangedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$4.15M0.9%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM103,602$4.07M0.9%00.0%Unchanged–
Alliance Entertainment Holding Corp00653H102COM CL A400,000$4.07M0.9%00.0%Unchanged–
JPMJPMorgan Chase & CoStock30,000$4.02M0.9%00.0%UnchangedHistory
AXPAmerican Express CoStock25,000$3.69M0.8%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,283,162$2.57M0.6%00.0%UnchangedHistory
CUECue Biopharma, Inc.COM861,278$2.45M0.5%+306,278+55.2%AddedHistory
B Riley Prin 250 Merger Corp05602L104CLASS A COM225,000$2.24M0.5%00.0%Unchanged–
HLTHCue Health Inc.COM1,000,000$2.07M0.4%00.0%UnchangedHistory
LIQTLiqtech International IncCOM3,732,869$1.42M0.3%+450,000+13.7%AddedHistory
LBTYKLiberty Global Ltd.SHS CL C69,618$1.35M0.3%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM250,000$1.32M0.3%00.0%UnchangedHistory
ONDSOndas Inc.COM NEW775,000$1.23M0.3%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW800,287$1.04M0.2%+75,000+10.3%AddedHistory
QUMUQumu CorpCOM750,000$670.3K0.1%00.0%UnchangedHistory
ICCCImmucell CorpCOM PAR101,594$619.7K0.1%00.0%UnchangedHistory
RTXRTX CorpStock6,000$605.5K0.1%00.0%UnchangedHistory
ARKO Corp.041242116*W EXP 12/22/202333,333$583.3K0.1%00.0%Unchanged–
VATEINNOVATE Corp.COM274,799$513.9K0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A22,989$435.2K0.1%00.0%UnchangedHistory
FNCHFinch Therapeutics Group, Inc.COM810,416$389.0K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$377.5K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$333.1K0.1%00.0%UnchangedHistory
YEXTYext, Inc.COM43,263$282.5K0.1%−16,737−27.9%ReducedHistory
CARRCarrier Global CorpStock6,000$247.5K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$234.9K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$176.8K<0.1%00.0%UnchangedHistory
CRISCuris IncCOM NEW312,122$171.7K<0.1%−124,856−28.6%ReducedHistory
INFIInfinity Pharmaceuticals, Inc.COM250,000$138.8K<0.1%00.0%UnchangedHistory
DNTHDianthus Therapeutics, Inc.COM346,631$136.9K<0.1%−137,769−28.4%ReducedHistory
Corsair Partnering CorpG2540H116*W EXP 07/06/202416,666$136.8K<0.1%00.0%Unchanged–
LILAKLiberty Latin America Ltd.COM CL C16,522$125.6K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,075$118.6K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock2,000$91.0K<0.1%00.0%UnchangedHistory
ISPCiSpecimen Inc.COM65,834$90.5K<0.1%00.0%UnchangedHistory
Starz Entertainment Corp535919500CL B NON VTG16,413$89.1K<0.1%00.0%Unchanged–
CDNSCadence Design Systems IncStock525$84.3K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock515$83.2K<0.1%00.0%UnchangedHistory
Composecure Inc20459V113*W EXP 12/27/202100,000$70.0K<0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock913$59.2K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock1,200$54.9K<0.1%00.0%UnchangedHistory
EQRx, Inc.26886C115*W EXP 12/17/202200,000$53.6K<0.1%00.0%Unchanged–
TERTeradyne, IncStock600$52.4K<0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM35,730$35.5K<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM660$34.4K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock1,650$30.4K<0.1%00.0%UnchangedHistory
LILALiberty Latin America Ltd.COM CL A4,017$30.2K<0.1%00.0%UnchangedHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$25.0K<0.1%00.0%Unchanged–
ARK ETF Tr00214Q302GENOMIC REV ETF825$23.3K<0.1%00.0%Unchanged–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$17.1K<0.1%00.0%Unchanged–
Adara Acquisition Corp00653H110*W EXP 02/11/202200,000$14.2K<0.1%00.0%Unchanged–
EQRXEQRx, Inc.COM5,000$12.3K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$12.1K<0.1%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF300$11.6K<0.1%00.0%Unchanged–
Faze Holdings IN31423J110EQUITY WRT75,000$9.46K<0.1%00.0%Unchanged–
SLGCWSomaLogic, Inc.*W EXP 03/01/20214,020$5.61K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock399$3.78K<0.1%00.0%UnchangedHistory
ASTRAstra Space, Inc.Common Stock7,774$3.37K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COMMON STOCK10,000$2.64K<0.1%−100,000−90.9%ReducedHistory
B Riley Prin 250 Merger Corp05602L112*W EXP 04/01/20275,000$2.25K<0.1%00.0%Unchanged–
AVNWAviat Networks, Inc.COM NEW66$2.06K<0.1%00.0%UnchangedHistory
ADEAAdeia Inc.COM90$853<0.1%00.0%UnchangedHistory
Pioneer Merger Corp.G7S24C111*W EXP 01/07/202708,333$354<0.1%00.0%Unchanged–
XPERXperi Inc.COMMON STOCK34$293<0.1%+34NewHistory
QualTek Services Inc.74760R113*W EXP 02/14/2023,750$154<0.1%00.0%Unchanged–
Cazoo Group LtdG2007L113*W EXP 08/26/2022,500$20<0.1%00.0%Unchanged–

Sold out since Q3 2022 (8)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TCDATricida, Inc.COM500,000$5.24M1.1%History
Healthcare Services Acqu Cor42227K104COM CL A150,000$1.49M0.3%–
CELCCelcuity Inc.COM50,000$502.0K0.1%History
BKTIBK Technologies CorpCOM199,400$481.0K0.1%History
FLNAFilana Therapeutics, Inc.COM5,000$209.0K<0.1%History
SLGCSomaLogic, Inc.CLASS A COM70,100$203.0K<0.1%History
SHLXShell Midstream Partners, L.P.UNIT LTD INT1,000$16.0K<0.1%History
Healthcare Services Acqu Cor42227K112*W EXP 99/99/99975,000$2.00K<0.1%–