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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
73
−2 vs. Q2 2024
Portfolio value
$371.6M
+$35.4M (+10.5%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Bleichroeder LP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$115.5M31.1%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A3,797,550$53.2M14.3%00.0%UnchangedHistory
LINLinde PLCStock91,064$43.4M11.7%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock40,000$20.7M5.6%00.0%UnchangedHistory
MDXHMDxHealth SASHS NEW8,378,333$17.4M4.7%+4,500,000+116.0%AddedHistory
IVACIntevac IncCOM5,039,023$17.1M4.6%00.0%UnchangedHistory
BXBlackstone Inc.COM80,000$12.3M3.3%00.0%UnchangedHistory
FNAParagon 28, Inc.COM1,763,339$11.8M3.2%00.0%UnchangedHistory
INVEINVE Technologies, Inc.COM NEW2,884,495$10.2M2.7%00.0%UnchangedHistory
AXPAmerican Express CoStock25,000$6.78M1.8%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,627,806$4.88M1.3%+344,644+26.9%AddedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$4.50M1.2%00.0%UnchangedHistory
CUECue Biopharma, Inc.COM4,997,240$3.78M1.0%+2,135,634+74.6%AddedHistory
PROKProkidney Corp.COMMON STOCK1,845,000$3.54M1.0%−767,500−29.4%ReducedHistory
BRFHBarfresh Food Group Inc.COM NEW1,153,915$3.36M0.9%00.0%UnchangedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW1,872,463$3.30M0.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock15,000$3.16M0.9%00.0%UnchangedHistory
OPTNOptiNose, Inc.COM4,045,132$2.71M0.7%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,000,000$2.56M0.7%00.0%UnchangedHistory
RCATRed Cat Holdings, Inc.Stock1,000,000$2.54M0.7%00.0%UnchangedHistory
TALKTalkspace, Inc.COM1,000,000$2.09M0.6%00.0%UnchangedHistory
MODDModular Medical, Inc.COM NEW900,000$2.02M0.5%+200,000+28.6%AddedHistory
MISTMilestone Pharmaceuticals Inc.COM1,326,085$2.02M0.5%00.0%UnchangedHistory
MSAIMultiSensor AI Holdings, Inc.COM850,000$1.84M0.5%+42,000+5.2%AddedHistory
DMACDiaMedica Therapeutics Inc.COM NEW382,317$1.60M0.4%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COMMON STOCK66,505$1.57M0.4%+66,505NewHistory
LIQTLiqtech International IncCOM577,110$1.47M0.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF2,470$1.42M0.4%00.0%UnchangedHistory
IMMXImmix Biopharma, Inc.COM850,000$1.27M0.3%00.0%UnchangedHistory
OWLTOwlet, Inc.CL A NEW270,000$1.21M0.3%+270,000NewHistory
IPWRIdeal Power Inc.COM NEW133,000$1.09M0.3%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW133,333$1.06M0.3%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM250,000$979.7K0.3%00.0%UnchangedHistory
LBTYKLiberty Global Ltd.COM CL C34,809$752.2K0.2%00.0%UnchangedHistory
RTXRTX CorpStock6,000$727.0K0.2%00.0%UnchangedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C13,802$708.5K0.2%00.0%UnchangedHistory
ONDSOndas Inc.COM NEW775,000$597.5K0.2%00.0%UnchangedHistory
POCIPrecision Optics Corporation, Inc.COM NEW95,230$531.4K0.1%+95,230NewHistory
CARRCarrier Global CorpStock6,000$482.9K0.1%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS10,000$438.9K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$413.6K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$380.6K0.1%00.0%UnchangedHistory
Composecure Inc20459V113*W EXP 12/27/202100,000$377.0K0.1%00.0%Unchanged–
ICCCImmucell CorpCOM PAR101,594$368.8K0.1%00.0%UnchangedHistory
EVOKEvoke Pharma IncCOM68,750$327.3K0.1%00.0%UnchangedConverted for a 1-for-12 splitHistory
PETWag! Group Co.COM370,370$318.5K0.1%+370,370NewHistory
OTISOtis Worldwide CorpStock3,000$311.8K0.1%00.0%UnchangedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A6,047$299.4K0.1%00.0%UnchangedHistory
XAIRBeyond Air, Inc.COM738,313$286.5K0.1%+738,313NewHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$255.6K0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.COM CL A11,495$242.7K0.1%00.0%UnchangedHistory
ARKO Corp.041242116*W EXP 12/22/202333,333$173.3K<0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock913$149.9K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock2,000$143.7K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock525$142.3K<0.1%00.0%UnchangedHistory
CRISCuris IncCOM24,999$134.7K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,075$126.0K<0.1%00.0%UnchangedHistory
Starz Entertainment Corp535919500CL B NON VTG16,413$113.6K<0.1%00.0%Unchanged–
TERTeradyne, IncStock600$80.4K<0.1%00.0%UnchangedHistory
LILAKLiberty Latin America Ltd.COM CL C8,261$78.4K<0.1%00.0%UnchangedHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$52.5K<0.1%00.0%Unchanged–
LITELumentum Holdings Inc.COM660$41.8K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$35.8K<0.1%00.0%Unchanged–
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202200,000$28.0K<0.1%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF300$25.5K<0.1%00.0%Unchanged–
RVMDRevolution Medicines, Inc.COM556$25.2K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF825$21.1K<0.1%00.0%Unchanged–
LILALiberty Latin America Ltd.COM CL A2,009$19.2K<0.1%00.0%UnchangedHistory
AENTWAlliance Entertainment Holding CorpCOM200,000$14.0K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COM CL A304$12.9K<0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM17,865$12.0K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$9.68K<0.1%00.0%UnchangedHistory
AVNWAviat Networks, Inc.COM NEW66$1.43K<0.1%00.0%UnchangedHistory

Sold out since Q2 2024 (7)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
BCBrunswick CorpCOM250,000$18.2M5.4%History
Liberty Media Corp531229789Stock55,216$1.22M0.4%–
BLUEbluebird bio, Inc.COM1,037,379$1.02M0.3%History
Liberty Media Corp531229813Stock24,197$536.0K0.2%–
MOVECorvex, Inc.COM469,000$129.0K<0.1%History
RGFReal Good Food Company, Inc.COM CL A200,000$100.0K<0.1%History
ASTRAstra Space, Inc.CL A NEW517$260<0.1%History