Valor Management LLC
- SEC CIK
- 0001846237
- Latest filing
- Aug 14, 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.
- Positions
- 3
- −1 vs. Q3 2025
- Portfolio value
- $55.1M
- −$12.2M (−18.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BWAYBrainsway Ltd. | SPONSORED ADS | 2,657,475 | $50.5M | 91.7% | +553,730+26.3% | Added | History |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 117,130 | $4.38M | 8.0% | −1,151,074−90.8% | Reduced | History |
| BIOABioAge Labs, Inc. | COM | 13,105 | $173.4K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.