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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
78
+4 vs. Q4 2024
Portfolio value
$375.3M
−$22.6M (−5.7%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Bleichroeder LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$136.9M36.5%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A3,906,966$42.5M11.3%+50,000+1.3%AddedHistory
LINLinde PLCStock84,214$39.2M10.4%00.0%UnchangedHistory
IVACIntevac IncCOM5,039,023$20.1M5.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF28,570$16.0M4.3%00.0%UnchangedHistory
BXBlackstone Inc.COM90,750$12.7M3.4%+10,750+13.4%AddedHistory
MDXHMDxHealth SASHS NEW7,378,333$10.5M2.8%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock20,000$10.2M2.7%−20,000−50.0%ReducedHistory
RHLDResolute Holdings Management, Inc.COM321,413$10.1M2.7%+321,413NewHistory
INVEINVE Technologies, Inc.COM NEW2,884,495$9.20M2.5%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,627,806$9.18M2.4%00.0%UnchangedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$6.28M1.7%00.0%UnchangedHistory
LIQTLiqtech International IncCOM3,182,239$4.74M1.3%00.0%UnchangedHistory
CUECue Biopharma, Inc.COM4,997,240$4.55M1.2%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW1,390,758$4.24M1.1%+236,843+20.5%AddedHistory
JPMJPMorgan Chase & CoStock15,000$3.68M1.0%00.0%UnchangedHistory
OPTNOptiNose, Inc.COM NEW269,675$2.47M0.7%00.0%UnchangedHistory
CRISCuris IncCOM1,035,662$2.17M0.6%+515,123+99.0%AddedHistory
GNLXGENELUX CorpCOM714,000$1.93M0.5%+714,000NewHistory
MODDModular Medical, Inc.COM NEW1,754,165$1.91M0.5%+520,832+42.2%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,030,000$1.80M0.5%+30,000+3.0%AddedHistory
PROKProkidney Corp.COMMON STOCK2,000,000$1.75M0.5%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COMMON STOCK66,505$1.50M0.4%00.0%UnchangedHistory
DMACDiaMedica Therapeutics Inc.COM NEW382,317$1.45M0.4%00.0%UnchangedHistory
IMMXImmix Biopharma, Inc.COM850,000$1.43M0.4%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW183,333$1.07M0.3%00.0%UnchangedHistory
OWLTOwlet, Inc.CL A NEW270,000$993.6K0.3%00.0%UnchangedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C13,802$940.5K0.3%00.0%UnchangedHistory
POCIPrecision Optics Corporation, Inc.COM NEW220,230$914.0K0.2%+125,000+131.3%AddedHistory
ACOGAlpha Cognition Inc.COM NEW173,900$879.9K0.2%00.0%UnchangedHistory
ONDSOndas Inc.COM NEW775,000$829.3K0.2%00.0%UnchangedHistory
RTXRTX CorpStock6,000$794.8K0.2%00.0%UnchangedHistory
IRDOpus Genetics, Inc.COM736,842$723.4K0.2%+736,842NewHistory
AZA2Z CUST2MATE Solutions Corp.COM100,000$706.0K0.2%+100,000NewHistory
IPWRIdeal Power Inc.COM NEW133,000$691.6K0.2%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM250,000$675.0K0.2%00.0%UnchangedHistory
MSAIMultiSensor AI Holdings, Inc.COM700,000$651.1K0.2%−150,000−17.6%ReducedHistory
SPIRSpire Global, Inc.COM CL A NEW75,000$606.8K0.2%+75,000NewHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$545.0K0.1%00.0%Unchanged–
SMTKSmartKem, Inc.COM NEW166,666$501.7K0.1%00.0%UnchangedHistory
RNXTRenovoRx, Inc.COM NEW500,000$495.0K0.1%+500,000NewHistory
ICCCImmucell CorpCOM PAR101,594$486.6K0.1%00.0%UnchangedHistory
SNNRFSunrise Communications AGADS CL A9,260$447.2K0.1%00.0%UnchangedHistory
PXLWPixelworks, IncCOM NEW679,347$425.8K0.1%+679,347NewHistory
LBTYKLiberty Global Ltd.COM CL C34,809$416.7K0.1%00.0%UnchangedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A6,047$406.6K0.1%00.0%UnchangedHistory
MISTMilestone Pharmaceuticals Inc.COM500,000$400.1K0.1%−826,085−62.3%ReducedHistory
APTOAptose Biosciences Inc.COM NEW121,366$382.3K0.1%+121,366NewHistory
Composecure Inc20459V113*W EXP 12/27/202100,000$382.0K0.1%00.0%Unchanged–
CARRCarrier Global CorpStock6,000$380.4K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$345.8K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$334.9K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$309.6K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$301.7K0.1%00.0%UnchangedHistory
TLPHTalphera, Inc.COM NEW426,621$211.2K0.1%+426,621NewHistory
XAIRBeyond Air, Inc.COM738,313$201.2K0.1%00.0%UnchangedHistory
EVOKEvoke Pharma IncCOM68,750$189.1K0.1%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS10,000$173.1K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock2,000$167.7K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock525$133.5K<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.COM CL A11,495$132.3K<0.1%00.0%UnchangedHistory
Starz Entertainment Corp535919500CL B NON VTG16,413$130.0K<0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM1,075$127.8K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock913$93.8K<0.1%00.0%UnchangedHistory
DTILPrecision Biosciences IncCOM NEW12,077$57.6K<0.1%+12,077NewHistory
LILAKLiberty Latin America Ltd.COM CL C8,261$51.3K<0.1%00.0%UnchangedHistory
AENTWAlliance Entertainment Holding CorpCOM200,000$40.0K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$39.9K<0.1%00.0%Unchanged–
ARK Next Generation Technology ETF00214Q401ETF300$28.4K<0.1%00.0%Unchanged–
WGSGeneDx Holdings Corp.COM CL A304$26.9K<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM556$19.7K<0.1%00.0%UnchangedHistory
ARKO Corp.041242116*W EXP 12/22/202333,333$19.1K<0.1%00.0%Unchanged–
ARK ETF Tr00214Q302GENOMIC REV ETF825$17.1K<0.1%00.0%Unchanged–
LILALiberty Latin America Ltd.COM CL A2,009$12.7K<0.1%00.0%UnchangedHistory
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202200,000$7.60K<0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM17,865$4.22K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$3.38K<0.1%00.0%UnchangedHistory
AVNWAviat Networks, Inc.COM NEW66$1.26K<0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (6)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
FNAParagon 28, Inc.COM1,763,339$18.2M4.6%History
TALKTalkspace, Inc.COM1,000,000$3.09M0.8%History
APTOAptose Biosciences Inc.COM2,500,000$563.3K0.1%History
VENUVenu Holding CorpCOM20,000$183.0K<0.1%History
TERTeradyne, IncStock600$75.6K<0.1%History
LITELumentum Holdings Inc.COM660$55.4K<0.1%History