MondegarAI
Bleichroeder LP

Q4 2024 · 13F-HR

Bleichroeder LPholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000558

$397.9M
Reported value
74
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$115.0M28.9%475,000CommonSOLE
20459V105GPGICOMPOSECURE INC$59.1M14.9%3,856,966CommonSOLE
G54950103LINLINDE PLC$35.3M8.86%84,214CommonSOLE
78409V104SPGIS&P GLOBAL INC$19.9M5.01%40,000CommonSOLE
69913P105FNAUSDPARAGON 28 INC$18.2M4.58%1,763,339CommonSOLE
B5950S113MDXHMDXHEALTH SA$17.5M4.39%7,378,333CommonSOLE
461148108INTEVAC INC$17.1M4.31%5,039,023CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.7M4.21%28,570CommonSOLE
09260D107BXBLACKSTONE INC$13.8M3.47%80,000CommonSOLE
45170X205INVEIDENTIV INC$10.6M2.65%2,884,495CommonSOLE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$9.7M2.45%1,627,806CommonSOLE
53632A300LIQTLIQTECH INTL INC$5.9M1.47%3,182,239CommonSOLE
45817G201IDNINTELLICHECK INC$5.8M1.46%2,073,583CommonSOLE
22978P106CUE1EURCUE BIOPHARMA INC$5.4M1.37%4,997,240CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.90%15,000CommonSOLE
067532200BRFHBARFRESH FOOD GROUP INC$3.4M0.85%1,153,915CommonSOLE
G7S53R104PROKIDNEY CORP$3.4M0.85%2,000,000CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$3.1M0.79%1,326,085CommonSOLE
87427V103TALKTALKSPACE INC$3.1M0.78%1,000,000CommonSOLE
25253X207DMACDIAMEDICA THERAPEUTICS INC$2.1M0.52%382,317CommonSOLE
68236H204ONDSONDAS HLDGS INC$2.0M0.50%775,000CommonSOLE
45258H106IMMXIMMIX BIOPHARMA INC$1.9M0.47%850,000CommonSOLE
68404V209OPTNUSDOPTINOSE INC$1.8M0.45%269,675CommonSOLE
60785L207MODULAR MED INC$1.7M0.42%1,233,333CommonSOLE
40049J206TVGRUPO TELEVISA S A B$1.7M0.42%1,000,000CommonSOLE
231269309CRISCURIS INC$1.6M0.40%520,539CommonSOLE
456948108MULTISENSOR AI HOLDINGS INC$1.6M0.39%850,000CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.5M0.38%66,505CommonSOLE
74319B502PROFPROFOUND MED CORP$1.4M0.35%183,333CommonSOLE
69120X206OWLTOWLET INC$1.2M0.30%270,000CommonSOLE
02074J501ACOGALPHA COGNITION INC$1.0M0.26%173,900CommonSOLE
57777K106MXCTMAXCYTE INC$1.0M0.25%250,000CommonSOLE
451622203IPWRIDEAL PWR INC$1.0M0.25%133,000CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$939,3640.24%13,802CommonSOLE
75513E101RTXRTX CORPORATION$694,3200.17%6,000CommonSOLE
03835T309APTOSE BIOSCIENCES INC$563,2500.14%2,500,000CommonSOLE
452525306ICCCIMMUCELL CORP$523,2090.13%101,594CommonSOLE
83193D203SMTKSMARTKEM INC$483,3310.12%166,666CommonSOLE
20459V113CMPOWCOMPOSECURE INC$465,0000.12%100,000CommonSOLE
740294400POCIPRECISION OPTICS CORP INC MA$459,0090.12%95,230CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$457,3900.11%34,809CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$452,3550.11%5,300CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$409,5600.10%6,000CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$402,4870.10%6,047CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$398,9210.10%9,260CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$336,4480.08%1,600CommonSOLE
30049G302EVOKEVOKE PHARMA INC$303,8750.08%68,750CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$277,8300.07%3,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$271,2000.07%10,000CommonSOLE
08862L103BEYOND AIR INC$264,6850.07%738,313CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$252,5560.06%12,540CommonSOLE
68386H111OPFI/WSOPPFI INC$217,5000.05%250,000CommonSOLE
92333E104VENUVENU HLDG CORP$183,0000.05%20,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$157,7420.04%525CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$153,6600.04%2,000CommonSOLE
041242116ARKO CORP$150,0000.04%333,333CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$146,6760.04%11,495CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP$123,9180.03%16,413CommonSOLE
01861F110AENTWALLIANCE ENTERTAINMENT HOLDI$118,0000.03%200,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$115,6380.03%1,075CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$110,3300.03%913CommonSOLE
880770102TERTERADYNE INC$75,5520.02%600CommonSOLE
55024U109LITELUMENTUM HLDGS INC$55,4070.01%660CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$52,3750.01%8,261CommonSOLE
00214Q708ARKFARK ETF TR$44,4600.01%1,200CommonSOLE
76155X118RVMDWREVOLUTION MEDICINES INC$36,0000.01%200,000CommonSOLE
00214Q401ARKWARK ETF TR$32,3940.01%300CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$24,3190.01%556CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$23,3650.01%304CommonSOLE
00214Q302ARKGARK ETF TR$19,4250.00%825CommonSOLE
98420X103ASNSUSDX4 PHARMACEUTICALS INC$13,1060.00%17,865CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$12,7770.00%2,009CommonSOLE
80516T113SVREWSAVERONE 2014 LTD$2,4200.00%121,000CommonSOLE
05366Y201AVNWAVIAT NETWORKS INC$1,1950.00%66CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.