Fund HoldingsBleichroeder LP

Total Portfolio Value
$400.85M
Total Bought
$7.06M
Total Sold
$61.09M
Net Transaction
-$54.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR GOLD TR(GLD)475,000475,000090,80697,71724.38%+6,911
COMPOSECURE INC(GPGI)2,997,5502,997,550016,18721,6725.41%+5,486
INTELLICHECK INC2,073,5832,073,58303,9407,2161.80%+3,276
IMMIX BIOPHARMA INC0850,000+850,00002,6100.65%+2,610
DUOS TECHNOLOGIES GROUP INC1,283,1621,283,16203,7215,5691.39%+1,848
MODULAR MED INC0700,000+700,00001,2950.32%+1,295
IDEAL PWR INC0133,000+133,00001,1840.30%+1,184
AMERICAN EXPRESS CO(AXP)25,00025,00004,6845,6921.42%+1,009
JPMORGAN CHASE & CO(JPM)30,00030,00005,1036,0091.50%+906
TALKSPACE INC(TALK)0250,000+250,00008930.22%+893
OPTINOSE INC4,045,1324,045,13205,2185,9061.47%+688
CUE BIOPHARMA INC1,755,0282,755,028+1,000,0004,6335,2071.30%+574
EVOKE PHARMA INC0825,000+825,00005030.13%+503
MILESTONE PHARMACEUTICALS IN1,326,0851,326,08502,2152,3740.59%+159
SPDR S&P 500 ETF TR(SPY)2,4702,47001,1741,2920.32%+118
LIBERTY MEDIA CORP DEL13,80213,80205166050.15%+89
RTX CORPORATION(RTX)6,0006,00005055850.15%+80
LIBERTY MEDIA CORP DEL55,21655,21601,5891,6400.41%+51
BLACKSTONE INC(BX)80,00080,000010,47410,5102.62%+36
LIBERTY MEDIA CORP DEL6,0476,04702212560.06%+35
COMPOSECURE INC100,000100,000037700.02%+33
ADVANCED MICRO DEVICES INC(AMD)91391301351650.04%+30
PAYPAL HLDGS INC(PYPL)5,3005,30003253550.09%+30
OTIS WORLDWIDE CORP(OTIS)3,0003,00002682980.07%+29
CUE HEALTH INC1,000,0001,000,00001631890.05%+26
LIBERTY MEDIA CORP DEL24,19724,19706957190.18%+23
IMMUCELL CORP101,594101,59405175380.13%+21
CADENCE DESIGN SYSTEM INC(CDNS)52552501431630.04%+20
EXXON MOBIL CORP1,0751,07501071250.03%+17
SPROTT PHYSICAL GOLD TR(PHYS)12,54012,54002002170.05%+17
ABBVIE INC(ABBV)515515080940.02%+14
BANK NEW YORK MELLON CORP2,0002,00001041150.03%+11
STRUCTURE THERAPEUTICS INC5,0005,00002042140.05%+11
X4 PHARMACEUTICALS INC17,86517,865015250.01%+10
ALLIANCE ENTERTAINMENT HOLDI200,000200,0000270.00%+6
PROFOUND MED CORP133,333133,33301,1321,1370.28%+5
CARRIER GLOBAL CORPORATION(CARR)6,0006,00003453490.09%+4
L3HARRIS TECHNOLOGIES INC(LHX)1,6001,60003373410.09%+4
ALTRIA GROUP INC(MO)1,2001,200048520.01%+4
ARK ETF TR
BLOC FIN INN ETF
1,2001,200033360.01%+3
TERADYNE INC(TER)600600065680.02%+3
ARK ETF TR
NEXT GNRTN INTER
300300023250.01%+2
REVOLUTION MEDICINES INC(RVMD)556556016180.00%+2
GENEDX HOLDINGS CORP(WGS)3043040130.00%+2
AT&T INC(T)1,6501,650028290.01%+1
AVIAT NETWORKS INC66660230.00%0
FAZE HOLDINGS INC75,0000-75,00000-0
ASTRA SPACE INC5175170100.00%-1
FINCH THERAPEUTICS GROUP INC9719710430.00%-1
WARNER BROS DISCOVERY INC(WBD)3993990530.00%-1
LIBERTY LATIN AMERICA LTD(LILA)4,0174,017029280.01%-1
SOMALOGIC INC14,0200-14,02020-2
ARK ETF TR
GENOMIC REV ETF
825825027240.01%-3
LUMENTUM HLDGS INC(LITE)660660035310.01%-3
SAVERONE 2014 LTD121,000121,000015100.00%-4
LIBERTY LATIN AMERICA LTD(LILA)16,52216,52201211150.03%-6
LIONS GATE ENTMNT CORP16,41316,41301671530.04%-14
DIAMEDICA THERAPEUTICS INC222,317222,31706316160.15%-16
LIBERTY GLOBAL LTD(LBTYA)22,98922,98904093890.10%-20
REVOLUTION MEDICINES INC(RVMD)200,000200,000066370.01%-29
MAXCYTE INC250,000250,00001,1221,0810.27%-41
CURIS INC24,99924,99903192720.07%-47
LIBERTY GLOBAL LTD(LBTYA)69,61869,61801,2981,2280.31%-70
OPPFI INC250,000250,000098200.00%-77
RED CAT HLDGS INC(RCAT)1,000,0001,000,00008807650.19%-115
GRUPO TELEVISA S A B(TV)1,000,0001,000,00003,3403,2000.80%-140
PARAGON 28 INC1,763,3391,763,339021,91821,7775.43%-141
LIQTECH INTL INC557,110557,11001,9001,7210.43%-178
ARKO CORP333,333333,33303671650.04%-201
THE REAL GOOD FOOD COMPANY I200,000200,0000304720.02%-232
PROKIDNEY CORP2,000,0002,000,00003,5603,2800.82%-280
ONDAS HLDGS INC(ONDS)775,000775,00001,1867520.19%-434
BARFRESH FOOD GROUP INC1,153,9151,153,91501,8351,3850.35%-450
S&P GLOBAL INC(SPGI)40,00040,000017,62117,0184.25%-603
IDENTIV INC2,884,4952,884,495023,76822,8455.70%-923
INSMED INC(INSM)325,000325,000010,0728,8172.20%-1,254
BLUEBIRD BIO INC2,500,0001,037,379-1,462,6213,4501,3280.33%-2,122
INTEVAC INC5,039,0235,039,023021,76919,3504.83%-2,419
MARINUS PHARMACEUTICALS INC1,872,4631,872,463020,35416,9274.22%-3,427
MDXHEALTH SA3,878,3333,878,333015,02610,0452.51%-4,981
LINDE PLC(LIN)116,56491,064-25,50047,87442,28310.55%-5,591
BRUNSWICK CORP(BC)975,636425,000-550,63694,39341,02110.23%-53,372
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