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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
74
+1 vs. Q3 2024
Portfolio value
$397.9M
+$26.3M (+7.1%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Bleichroeder LP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$115.0M28.9%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A3,856,966$59.1M14.9%+59,416+1.6%AddedHistory
LINLinde PLCStock84,214$35.3M8.9%−6,850−7.5%ReducedHistory
SPGIS&P Global Inc.Stock40,000$19.9M5.0%00.0%UnchangedHistory
FNAParagon 28, Inc.COM1,763,339$18.2M4.6%00.0%UnchangedHistory
MDXHMDxHealth SASHS NEW7,378,333$17.5M4.4%−1,000,000−11.9%ReducedHistory
IVACIntevac IncCOM5,039,023$17.1M4.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF28,570$16.7M4.2%+26,100+1,056.7%AddedHistory
BXBlackstone Inc.COM80,000$13.8M3.5%00.0%UnchangedHistory
INVEINVE Technologies, Inc.COM NEW2,884,495$10.6M2.7%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,627,806$9.73M2.4%00.0%UnchangedHistory
LIQTLiqtech International IncCOM3,182,239$5.86M1.5%+2,605,129+451.4%AddedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$5.81M1.5%00.0%UnchangedHistory
CUECue Biopharma, Inc.COM4,997,240$5.45M1.4%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock15,000$3.60M0.9%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW1,153,915$3.39M0.9%00.0%UnchangedHistory
PROKProkidney Corp.COMMON STOCK2,000,000$3.38M0.8%+155,000+8.4%AddedHistory
MISTMilestone Pharmaceuticals Inc.COM1,326,085$3.13M0.8%00.0%UnchangedHistory
TALKTalkspace, Inc.COM1,000,000$3.09M0.8%00.0%UnchangedHistory
DMACDiaMedica Therapeutics Inc.COM NEW382,317$2.08M0.5%00.0%UnchangedHistory
ONDSOndas Inc.COM NEW775,000$1.98M0.5%00.0%UnchangedHistory
IMMXImmix Biopharma, Inc.COM850,000$1.87M0.5%00.0%UnchangedHistory
OPTNOptiNose, Inc.COM NEW269,675$1.80M0.5%00.0%UnchangedConverted for a 1-for-15 splitHistory
MODDModular Medical, Inc.COM NEW1,233,333$1.69M0.4%+333,333+37.0%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,000,000$1.68M0.4%00.0%UnchangedHistory
CRISCuris IncCOM520,539$1.59M0.4%+495,540+1,982.2%AddedHistory
MSAIMultiSensor AI Holdings, Inc.COM850,000$1.56M0.4%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COMMON STOCK66,505$1.52M0.4%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW183,333$1.38M0.3%+50,000+37.5%AddedHistory
OWLTOwlet, Inc.CL A NEW270,000$1.20M0.3%00.0%UnchangedHistory
ACOGAlpha Cognition Inc.COM NEW173,900$1.02M0.3%+173,900NewHistory
MXCTMaxcyte, Inc.COM250,000$1.01M0.3%00.0%UnchangedHistory
IPWRIdeal Power Inc.COM NEW133,000$1.00M0.3%00.0%UnchangedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C13,802$939.4K0.2%00.0%UnchangedHistory
RTXRTX CorpStock6,000$694.3K0.2%00.0%UnchangedHistory
APTOAptose Biosciences Inc.COM2,500,000$563.3K0.1%+2,500,000NewHistory
ICCCImmucell CorpCOM PAR101,594$523.2K0.1%00.0%UnchangedHistory
SMTKSmartKem, Inc.COM NEW166,666$483.3K0.1%+166,666NewHistory
Composecure Inc20459V113*W EXP 12/27/202100,000$465.0K0.1%00.0%Unchanged–
POCIPrecision Optics Corporation, Inc.COM NEW95,230$459.0K0.1%00.0%UnchangedHistory
LBTYKLiberty Global Ltd.COM CL C34,809$457.4K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$452.4K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$409.6K0.1%00.0%UnchangedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A6,047$402.5K0.1%00.0%UnchangedHistory
SNNRFSunrise Communications AGADS CL A9,260$398.9K0.1%+9,260NewHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$336.4K0.1%00.0%UnchangedHistory
EVOKEvoke Pharma IncCOM68,750$303.9K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$277.8K0.1%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS10,000$271.2K0.1%00.0%UnchangedHistory
XAIRBeyond Air, Inc.COM738,313$264.7K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$252.6K0.1%00.0%UnchangedHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$217.5K0.1%00.0%Unchanged–
VENUVenu Holding CorpCOM20,000$183.0K<0.1%+20,000NewHistory
CDNSCadence Design Systems IncStock525$157.7K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock2,000$153.7K<0.1%00.0%UnchangedHistory
ARKO Corp.041242116*W EXP 12/22/202333,333$150.0K<0.1%00.0%Unchanged–
LBTYALiberty Global Ltd.COM CL A11,495$146.7K<0.1%00.0%UnchangedHistory
Starz Entertainment Corp535919500CL B NON VTG16,413$123.9K<0.1%00.0%Unchanged–
AENTWAlliance Entertainment Holding CorpCOM200,000$118.0K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,075$115.6K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock913$110.3K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock600$75.6K<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM660$55.4K<0.1%00.0%UnchangedHistory
LILAKLiberty Latin America Ltd.COM CL C8,261$52.4K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$44.5K<0.1%00.0%Unchanged–
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202200,000$36.0K<0.1%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF300$32.4K<0.1%00.0%Unchanged–
RVMDRevolution Medicines, Inc.COM556$24.3K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COM CL A304$23.4K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF825$19.4K<0.1%00.0%Unchanged–
XFORX4 Pharmaceuticals, IncCOM17,865$13.1K<0.1%00.0%UnchangedHistory
LILALiberty Latin America Ltd.COM CL A2,009$12.8K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$2.42K<0.1%00.0%UnchangedHistory
AVNWAviat Networks, Inc.COM NEW66$1.20K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (4)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
AXPAmerican Express CoStock25,000$6.78M1.8%History
MRNSMarinus Pharmaceuticals, Inc.COM NEW1,872,463$3.30M0.9%History
RCATRed Cat Holdings, Inc.Stock1,000,000$2.54M0.7%History
PETWag! Group Co.COM370,370$318.5K0.1%History