Skip to main content

Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
80
−6 vs. Q4 2022
Portfolio value
$468.7M
+$8.60M (+1.9%) vs. Q4 2022
Filed
May 12, 2023
SEC
Holdings of Bleichroeder LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$87.0M18.6%00.0%UnchangedHistory
BCBrunswick CorpCOM975,636$80.0M17.1%00.0%UnchangedHistory
LINLinde PLCStock116,564$41.4M8.8%00.0%UnchangedHistory
IVACIntevac IncCOM5,039,023$36.9M7.9%+94,918+1.9%AddedHistory
PROKProkidney Corp.COMMON STOCK2,000,000$22.6M4.8%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A2,989,450$22.0M4.7%00.0%UnchangedHistory
THOThor Industries IncCOM227,500$18.1M3.9%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM3,893,730$16.4M3.5%00.0%UnchangedHistory
INVEINVE Technologies, Inc.COM NEW2,609,495$16.0M3.4%−25,000−0.9%ReducedHistory
SPGIS&P Global Inc.Stock40,000$13.8M2.9%00.0%UnchangedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW1,872,463$12.9M2.8%00.0%UnchangedHistory
Corsair Partnering CorpG2540H108SHS CL A1,250,000$12.8M2.7%00.0%Unchanged–
DRRXDurect CorpCOM NEW2,637,965$11.9M2.5%−3,498−0.1%ReducedHistory
MDXHMDxHealth SASPONSORED ADS3,458,333$11.2M2.4%+1,500,000+76.6%AddedHistory
OPTNOptiNose, Inc.COM4,045,132$7.81M1.7%00.0%UnchangedHistory
BXBlackstone Inc.COM80,000$7.03M1.5%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,000,000$5.29M1.1%00.0%UnchangedHistory
MISTMilestone Pharmaceuticals Inc.COM1,326,085$5.22M1.1%00.0%UnchangedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$5.18M1.1%00.0%UnchangedHistory
AXPAmerican Express CoStock25,000$4.12M0.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock30,000$3.91M0.8%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,283,162$3.59M0.8%00.0%UnchangedHistory
CUECue Biopharma, Inc.COM755,028$2.70M0.6%−106,250−12.3%ReducedHistory
B Riley Prin 250 Merger Corp05602L104CLASS A COM225,000$2.29M0.5%00.0%Unchanged–
HLTHCue Health Inc.COM1,000,000$1.82M0.4%00.0%UnchangedHistory
LIQTLiqtech International IncCOM3,665,789$1.72M0.4%−67,080−1.8%ReducedHistory
TSVT2seventy bio, Inc.COMMON STOCK165,407$1.69M0.4%+165,407NewHistory
Liberty Media Corp Del531229607COM C SIRIUSXM55,216$1.55M0.3%−181,180−76.6%Reduced–
LBTYKLiberty Global Ltd.SHS CL C69,618$1.42M0.3%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM250,000$1.20M0.3%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW800,287$1.10M0.2%00.0%UnchangedHistory
ONDSOndas Inc.COM NEW775,000$837.0K0.2%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM24,197$679.7K0.1%−79,405−76.6%Reduced–
RTXRTX CorpStock6,000$587.6K0.1%00.0%UnchangedHistory
ICCCImmucell CorpCOM PAR101,594$523.7K0.1%00.0%UnchangedHistory
ARKO Corp.041242116*W EXP 12/22/202333,333$497.4K0.1%00.0%Unchanged–
LBTYALiberty Global Ltd.SHS CL A22,989$448.3K0.1%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.0125,601$436.5K0.1%+25,601NewHistory
YEXTYext, Inc.COM43,263$415.8K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$402.5K0.1%00.0%UnchangedHistory
FNCHFinch Therapeutics Group, Inc.COM810,416$318.5K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$314.0K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$274.5K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$253.2K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$193.9K<0.1%00.0%UnchangedHistory
Starz Entertainment Corp535919500CL B NON VTG16,413$170.4K<0.1%00.0%Unchanged–
CRISCuris IncCOM NEW250,000$149.0K<0.1%−62,122−19.9%ReducedHistory
LILAKLiberty Latin America Ltd.COM CL C16,522$136.5K<0.1%00.0%UnchangedHistory
Composecure Inc20459V113*W EXP 12/27/202100,000$118.0K<0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM1,075$117.9K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock525$110.3K<0.1%00.0%UnchangedHistory
Corsair Partnering CorpG2540H116*W EXP 07/06/202416,666$93.8K<0.1%00.0%Unchanged–
BNYBank of New York Mellon CorpStock2,000$90.9K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock913$89.5K<0.1%00.0%UnchangedHistory
ISPCiSpecimen Inc.COM65,834$88.2K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock515$82.1K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock600$64.5K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock1,200$53.5K<0.1%00.0%UnchangedHistory
INFIInfinity Pharmaceuticals, Inc.COM250,000$40.0K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$39.6K<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM660$35.6K<0.1%00.0%UnchangedHistory
EQRx, Inc.26886C115*W EXP 12/17/202200,000$34.5K<0.1%00.0%Unchanged–
LILALiberty Latin America Ltd.COM CL A4,017$33.4K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock1,650$31.8K<0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM35,730$31.1K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF825$24.8K<0.1%00.0%Unchanged–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$22.6K<0.1%00.0%Unchanged–
OppFi Inc.68386H111*W EXP 07/20/202250,000$22.3K<0.1%00.0%Unchanged–
ARK Next Generation Technology ETF00214Q401ETF300$16.1K<0.1%00.0%Unchanged–
EQRXEQRx, Inc.COM5,000$9.70K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock399$6.03K<0.1%00.0%UnchangedHistory
B Riley Prin 250 Merger Corp05602L112*W EXP 04/01/20275,000$4.97K<0.1%00.0%Unchanged–
Faze Holdings IN31423J110EQUITY WRT75,000$3.99K<0.1%00.0%Unchanged–
SLGCWSomaLogic, Inc.*W EXP 03/01/20214,020$3.84K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COMMON STOCK10,000$3.65K<0.1%00.0%UnchangedHistory
ASTRAstra Space, Inc.Common Stock7,774$3.30K<0.1%00.0%UnchangedHistory
AVNWAviat Networks, Inc.COM NEW66$2.27K<0.1%00.0%UnchangedHistory
ADEAAdeia Inc.COM90$797<0.1%00.0%UnchangedHistory
XPERXperi Inc.COMMON STOCK34$372<0.1%00.0%UnchangedHistory
QualTek Services Inc.74760R113*W EXP 02/14/2023,750$114<0.1%00.0%Unchanged–

Sold out since Q4 2022 (8)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Pioneer Merger Corp.G7S24C103CL A SHS2,125,000$21.5M4.7%–
Alliance Entertainment Holding Corp00653H102COM CL A400,000$4.07M0.9%–
QUMUQumu CorpCOM750,000$670.3K0.1%History
VATEINNOVATE Corp.COM274,799$513.9K0.1%History
DNTHDianthus Therapeutics, Inc.COM346,631$136.9K<0.1%History
Adara Acquisition Corp00653H110*W EXP 02/11/202200,000$14.2K<0.1%–
Pioneer Merger Corp.G7S24C111*W EXP 01/07/202708,333$354<0.1%–
Cazoo Group LtdG2007L113*W EXP 08/26/2022,500$20<0.1%–