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Bleichroeder LP

SEC CIK
0001781002
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
78
−3 vs. Q1 2026
Portfolio value
$558.9M
−$19.6M (−3.4%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Bleichroeder LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF475,000$175.0M31.3%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A3,972,176$63.0M11.3%+2,500+0.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF67,645$50.5M9.0%00.0%UnchangedHistory
RHLDResolute Holdings Management, Inc.COM314,166$45.4M8.1%00.0%UnchangedHistory
LINLinde PLCStock60,434$31.4M5.6%−8,040−11.7%ReducedHistory
DUOTDuos Technologies Group, Inc.COM1,627,806$19.5M3.5%00.0%UnchangedHistory
DTILPrecision Biosciences IncCOM NEW2,018,190$15.9M2.8%+355,690+21.4%AddedHistory
CUECue Biopharma, Inc.COM370,682$11.7M2.1%+370,682NewHistory
BXBlackstone Inc.COM90,750$10.7M1.9%00.0%UnchangedHistory
IMMXImmix Biopharma, Inc.COM1,000,000$10.3M1.8%00.0%UnchangedHistory
IDNIntellicheck, Inc.COM NEW2,056,343$8.43M1.5%−17,240−0.8%ReducedHistory
SPGIS&P Global Inc.Stock20,000$8.15M1.5%00.0%UnchangedHistory
INVEINVE Technologies, Inc.COM NEW2,884,495$7.27M1.3%00.0%UnchangedHistory
LIQTLiqtech International IncCOM6,882,239$5.84M1.0%+3,700,000+116.3%AddedHistory
KZIAKazia Therapeutics LtdSPONSORED ADS400,000$5.63M1.0%00.0%UnchangedHistory
COCHEnvoy Medical, Inc.CL A6,250,000$4.95M0.9%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM250,000$4.55M0.8%+150,000+150.0%AddedHistory
WELLWelltower Inc.REIT20,000$4.54M0.8%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW316,515$4.53M0.8%00.0%UnchangedHistory
FLNTFluent, Inc.COM NEW1,142,857$4.26M0.8%−285,714−20.0%ReducedHistory
GNLXGENELUX CorpCOM1,380,666$4.16M0.7%00.0%UnchangedHistory
PROKProkidney Corp.SHS CL A2,000,000$4.08M0.7%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM100,000$3.87M0.7%+100,000NewHistory
Invesco QQQ Trust Series I46090E103ETF4,640$3.42M0.6%00.0%Unchanged–
JPMJPMorgan Chase & CoStock10,200$3.34M0.6%−4,800−32.0%ReducedHistory
MDXHMDxHealth SASHS NEW7,378,333$3.03M0.5%00.0%UnchangedHistory
IRDOpus Genetics, Inc.COM736,842$3.03M0.5%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD1,030,000$2.79M0.5%00.0%UnchangedHistory
BRFHBarfresh Food Group Inc.COM NEW1,390,758$2.78M0.5%00.0%UnchangedHistory
DMACDiaMedica Therapeutics Inc.COM NEW382,317$2.69M0.5%00.0%UnchangedHistory
ROCRank One Computing CorpCOM SHS500,000$2.63M0.5%00.0%UnchangedHistory
SPIRSpire Global, Inc.COM CL A NEW135,000$2.51M0.4%+135,000NewHistory
IPWRIdeal Power Inc.COM NEW400,000$2.14M0.4%+100,000+33.3%AddedHistory
NMTCNeuroone Medical Technologies CorpCOM666,666$2.03M0.4%00.0%UnchangedConverted for a 1-for-6 splitHistory
CRISCuris IncCOM3,802,329$1.99M0.4%00.0%UnchangedHistory
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202200,000$1.88M0.3%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW254,753$1.69M0.3%00.0%UnchangedHistory
RNXTRenovoRx, Inc.COM NEW1,666,098$1.63M0.3%00.0%UnchangedHistory
MODDModular Medical, Inc.COM NEW336,986$1.52M0.3%+150,000+80.2%AddedHistory
VENUVenu Holding CorpCOM600,000$1.36M0.2%00.0%UnchangedHistory
TLPHTalphera, Inc.COM NEW1,307,787$1.35M0.2%00.0%UnchangedHistory
QTIQT Imaging Holdings, Inc.COM316,667$1.29M0.2%+150,001+90.0%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM SHS SER C13,802$1.17M0.2%00.0%UnchangedHistory
DETXLiberty Defense Holdings, Ltd.FGC277,777$1.12M0.2%+277,777NewHistory
RNTXRein Therapeutics, Inc.COM NEW1,000,000$1.04M0.2%+1,000,000NewHistory
OWLTOwlet, Inc.CL A NEW172,000$987.3K0.2%00.0%UnchangedHistory
SINTSintx Technologies, Inc.COM NEW523,013$978.0K0.2%+523,013NewHistory
CLRBCellectar Biosciences, Inc.COM NEW288,679$802.5K0.1%+188,679+188.7%AddedHistory
MAIAMAIA Biotechnology, Inc.COM500,000$720.0K0.1%00.0%UnchangedHistory
FEAM5E Advanced Materials, Inc.COM NEW458,774$637.7K0.1%−41,226−8.2%ReducedHistory
PXLWPixelworks, IncCOM84,269$525.4K0.1%−116,746−58.1%ReducedHistory
ICCCImmucell CorpCOM PAR50,000$502.5K0.1%−51,594−50.8%ReducedHistory
LLYVALiberty Live Holdings, Inc.COM SER A6,047$501.7K0.1%00.0%UnchangedHistory
BEATHeartBeam, Inc.COM625,000$468.8K0.1%+625,000NewHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR12,540$378.3K0.1%00.0%UnchangedHistory
NSRXNasus Pharma LtdORD SHS89,848$314.5K0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock2,000$289.2K0.1%00.0%UnchangedHistory
LIONLionsgate Studios Corp.COM16,413$251.3K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock5,300$228.9K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock525$197.0K<0.1%00.0%UnchangedHistory
MSAIMultiSensor AI Holdings, Inc.COM30,562$159.2K<0.1%00.0%UnchangedConverted for a 1-for-40 splitHistory
SIRISirius XM Holdings Inc.COMMON STOCK5,061$149.5K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,075$147.0K<0.1%00.0%UnchangedHistory
ERNAWErnexa Therapeutics Inc.*W EXP 02/04/2032,000,000$142.6K<0.1%00.0%UnchangedHistory
TMDXTransMedics Group, Inc.COM2,100$139.5K<0.1%00.0%UnchangedHistory
AENTWAlliance Entertainment Holding CorpCOM200,000$89.0K<0.1%00.0%UnchangedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF1,200$47.4K<0.1%00.0%Unchanged–
ARK Next Generation Technology ETF00214Q401ETF300$43.5K<0.1%00.0%Unchanged–
IONQIonQ, Inc.COM750$39.9K<0.1%00.0%UnchangedHistory
XAIRBeyond Air, Inc.COM86,489$38.6K<0.1%00.0%UnchangedHistory
QBTSD-Wave Quantum Inc.Stock1,500$36.0K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF825$34.7K<0.1%00.0%Unchanged–
STRZStarz Entertainment CorpCOM1,092$31.5K<0.1%00.0%UnchangedHistory
RGTIRigetti Computing, Inc.COMMON STOCK1,500$29.0K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COM CL A304$20.9K<0.1%00.0%UnchangedHistory
OppFi Inc.68386H111*W EXP 07/20/202250,000$7.50K<0.1%00.0%Unchanged–
XFORX4 Pharmaceuticals, IncCOM NEW595$2.78K<0.1%00.0%UnchangedHistory
SVREWSaverOne 2014 Ltd.*W EXP 05/04/202121,000$1.33K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (10)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Bleichroeder LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
CUECue Biopharma, Inc.COM6,819,164$1.57M0.3%History
POCIPrecision Optics Corporation, Inc.COM NEW270,925$1.19M0.2%History
RTXRTX CorpStock6,000$1.16M0.2%History
SHAZSharonAI Holdings Inc.COM CL A25,000$568.3K0.1%History
LHXL3HARRIS Technologies, Inc.Stock1,600$552.2K0.1%History
ERNAErnexa Therapeutics Inc.COM2,000,000$398.0K0.1%History
CARRCarrier Global CorpStock6,000$337.9K0.1%History
OTISOtis Worldwide CorpStock3,000$231.2K<0.1%History
RVMDRevolution Medicines, Inc.COM556$54.1K<0.1%History
AVNWAviat Networks, Inc.COM NEW66$1.49K<0.1%History