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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
73
+1 vs. Q3 2025
Portfolio value
$568.3M
+$55.3M (+10.8%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Bleichroeder LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$188.2M33.1%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A3,974,676$76.6M13.5%+55,210+1.4%AddedHistory
RHLDResolute Holdings Management, Inc.COM319,844$66.0M11.6%−1,569−0.5%ReducedHistory
LINLinde PLCStock75,114$32.0M5.6%−7,000−8.5%ReducedHistory
MDXHMDxHealth SASHS NEW7,378,333$26.3M4.6%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF32,570$22.2M3.9%00.0%UnchangedHistory
DUOTDuos Technologies Group, Inc.COM1,627,806$18.3M3.2%00.0%UnchangedHistory
BXBlackstone Inc.COM90,750$14.0M2.5%00.0%UnchangedHistory
IDNIntellicheck, Inc.COM NEW2,073,583$13.9M2.4%00.0%UnchangedHistory
INVEINVE Technologies, Inc.COM NEW2,884,495$11.1M1.9%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock20,000$10.5M1.8%00.0%UnchangedHistory
DTILPrecision Biosciences IncCOM NEW1,662,500$6.92M1.2%+587,500+54.7%AddedHistory
EYPTEyePoint, Inc.COM NEW316,515$5.78M1.0%+60,000+23.4%AddedHistory
IMMXImmix Biopharma, Inc.COM1,000,000$5.23M0.9%+150,000+17.6%AddedHistory
OWLTOwlet, Inc.CL A NEW310,000$5.02M0.9%+40,000+14.8%AddedHistory
JPMJPMorgan Chase & CoStock15,000$4.83M0.9%00.0%UnchangedHistory
LIQTLiqtech International IncCOM3,182,239$4.65M0.8%00.0%UnchangedHistory
PROKProkidney Corp.SHS CL A2,000,000$4.48M0.8%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW1,390,758$4.07M0.7%00.0%UnchangedHistory
WELLWelltower Inc.REIT20,000$3.71M0.7%00.0%UnchangedHistory
FLNTFluent, Inc.COM NEW1,428,571$3.43M0.6%00.0%UnchangedHistory
GNLXGENELUX CorpCOM714,000$3.11M0.5%00.0%UnchangedHistory
DMACDiaMedica Therapeutics Inc.COM NEW382,317$3.04M0.5%00.0%UnchangedHistory
NMTCNeuroone Medical Technologies CorpCOM NEW4,000,000$3.03M0.5%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,030,000$3.00M0.5%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF4,640$2.85M0.5%00.0%Unchanged–
KZIAKazia Therapeutics LtdSPONSORED ADS400,000$2.76M0.5%+400,000NewHistory
CUECue Biopharma, Inc.COM6,819,164$2.08M0.4%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW254,753$2.00M0.4%+71,420+39.0%AddedHistory
VENUVenu Holding CorpCOM200,000$1.68M0.3%00.0%UnchangedHistory
IRDOpus Genetics, Inc.COM736,842$1.48M0.3%00.0%UnchangedHistory
PXLWPixelworks, IncCOM201,015$1.28M0.2%+201,015NewHistory
LLYVKLiberty Live Holdings, Inc.COM SHS SER C13,802$1.17M0.2%00.0%UnchangedHistory
CRISCuris IncCOM1,135,662$1.12M0.2%00.0%UnchangedHistory
RTXRTX CorpStock6,000$1.10M0.2%00.0%UnchangedHistory
MODDModular Medical, Inc.COM NEW2,859,581$1.04M0.2%+845,000+41.9%AddedHistory
TLPHTalphera, Inc.COM NEW881,166$1.00M0.2%00.0%UnchangedHistory
POCIPrecision Optics Corporation, Inc.COM NEW220,230$921.7K0.2%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS10,000$695.5K0.1%−10,000−50.0%ReducedHistory
ICCCImmucell CorpCOM PAR101,594$624.8K0.1%00.0%UnchangedHistory
LWLGLightwave Logic, Inc.COM166,000$537.8K0.1%+166,000NewHistory
RNXTRenovoRx, Inc.COM NEW600,000$504.1K0.1%+61,379+11.4%AddedHistory
LLYVALiberty Live Holdings, Inc.COM SER A6,047$501.7K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock1,600$469.7K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$414.1K0.1%00.0%UnchangedHistory
IPWRIdeal Power Inc.COM NEW133,000$411.0K0.1%00.0%UnchangedHistory
AZA2Z CUST2MATE Solutions Corp.COM62,000$403.6K0.1%00.0%UnchangedHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$382.5K0.1%00.0%Unchanged–
MSAIMultiSensor AI Holdings, Inc.COM1,222,493$352.1K0.1%+522,493+74.6%AddedHistory
CARRCarrier Global CorpStock6,000$317.0K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$309.4K0.1%00.0%UnchangedHistory
CLRBCellectar Biosciences, Inc.COM NEW100,000$295.0K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$262.1K<0.1%00.0%UnchangedHistory
TMDXTransMedics Group, Inc.COM2,100$255.5K<0.1%+2,100NewHistory
BNYBank of New York Mellon CorpStock2,000$232.2K<0.1%00.0%UnchangedHistory
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202200,000$188.0K<0.1%00.0%UnchangedHistory
AENTWAlliance Entertainment Holding CorpCOM200,000$169.9K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock525$164.1K<0.1%00.0%UnchangedHistory
LIONLionsgate Studios Corp.COM16,413$149.9K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,075$129.4K<0.1%00.0%UnchangedHistory
PTNPalatin Technologies IncCOM NEW7,800$120.0K<0.1%+7,800NewHistory
SIRISirius XM Holdings Inc.COMMON STOCK5,061$101.2K<0.1%00.0%UnchangedHistory
XAIRBeyond Air, Inc.COM86,489$62.8K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$57.2K<0.1%00.0%Unchanged–
SMTKSmartKem, Inc.COM NEW46,618$49.6K<0.1%−18,382−28.3%ReducedHistory
ARK Next Generation Technology ETF00214Q401ETF300$44.3K<0.1%00.0%Unchanged–
RVMDRevolution Medicines, Inc.COM556$44.3K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COM CL A304$39.5K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF825$23.9K<0.1%00.0%Unchanged–
STRZStarz Entertainment CorpCOM1,092$12.8K<0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM NEW595$2.38K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$2.22K<0.1%00.0%UnchangedHistory
AVNWAviat Networks, Inc.COM NEW66$1.41K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Composecure Inc20459V113*W EXP 12/27/202100,000$1.28M0.2%–
FEAM5E Advanced Materials, Inc.COM NEW285,714$997.1K0.2%History
EVOKEvoke Pharma IncCOM146,395$727.6K0.1%History
ARKO Corp.041242116*W EXP 12/22/202333,333$3.10K<0.1%–