MondegarAI
Bleichroeder LP

Q1 2025 · 13F-HR

Bleichroeder LPholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001141

$375.3M
Reported value
78
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$136.9M36.5%475,000CommonSOLE
20459V105GPGICOMPOSECURE INC$42.5M11.3%3,906,966CommonSOLE
G54950103LINLINDE PLC$39.2M10.4%84,214CommonSOLE
461148108INTEVAC INC$20.1M5.36%5,039,023CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.0M4.26%28,570CommonSOLE
09260D107BXBLACKSTONE INC$12.7M3.38%90,750CommonSOLE
B5950S113MDXHMDXHEALTH SA$10.5M2.79%7,378,333CommonSOLE
78409V104SPGIS&P GLOBAL INC$10.2M2.71%20,000CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$10.1M2.68%321,413CommonSOLE
45170X205INVEIDENTIV INC$9.2M2.45%2,884,495CommonSOLE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$9.2M2.45%1,627,806CommonSOLE
45817G201IDNINTELLICHECK INC$6.3M1.67%2,073,583CommonSOLE
53632A300LIQTLIQTECH INTL INC$4.7M1.26%3,182,239CommonSOLE
22978P106CUE1EURCUE BIOPHARMA INC$4.6M1.21%4,997,240CommonSOLE
067532200BRFHBARFRESH FOOD GROUP INC$4.2M1.13%1,390,758CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.98%15,000CommonSOLE
68404V209OPTNUSDOPTINOSE INC$2.5M0.66%269,675CommonSOLE
231269309CRISCURIS INC$2.2M0.58%1,035,662CommonSOLE
36870H103GNLXGENELUX CORPORATION$1.9M0.51%714,000CommonSOLE
60785L207MODULAR MED INC$1.9M0.51%1,754,165CommonSOLE
40049J206TVGRUPO TELEVISA S A B$1.8M0.48%1,030,000CommonSOLE
G7S53R104PROKIDNEY CORP$1.8M0.47%2,000,000CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.5M0.40%66,505CommonSOLE
25253X207DMACDIAMEDICA THERAPEUTICS INC$1.4M0.39%382,317CommonSOLE
45258H106IMMXIMMIX BIOPHARMA INC$1.4M0.38%850,000CommonSOLE
74319B502PROFPROFOUND MED CORP$1.1M0.28%183,333CommonSOLE
69120X206OWLTOWLET INC$993,6000.26%270,000CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$940,4690.25%13,802CommonSOLE
740294400POCIPRECISION OPTICS CORP INC MA$913,9550.24%220,230CommonSOLE
02074J501ACOGALPHA COGNITION INC$879,9340.23%173,900CommonSOLE
68236H204ONDSONDAS HLDGS INC$829,2500.22%775,000CommonSOLE
75513E101RTXRTX CORPORATION$794,7600.21%6,000CommonSOLE
67577R102IRDOPUS GENETICS INC$723,4310.19%736,842CommonSOLE
002205102AZA2Z CUST2MATE SOLUTIONS CORP$706,0000.19%100,000CommonSOLE
451622203IPWRIDEAL PWR INC$691,6000.18%133,000CommonSOLE
57777K106MXCTMAXCYTE INC$674,9920.18%250,000CommonSOLE
456948108MULTISENSOR AI HOLDINGS INC$651,0700.17%700,000CommonSOLE
848560306SPIRSPIRE GLOBAL INC$606,7500.16%75,000CommonSOLE
68386H111OPFI/WSOPPFI INC$545,0000.15%250,000CommonSOLE
83193D203SMTKSMARTKEM INC$501,6650.13%166,666CommonSOLE
75989R107RNXTRENOVORX INC$495,0000.13%500,000CommonSOLE
452525306ICCCIMMUCELL CORP$486,6350.13%101,594CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$447,1650.12%9,260CommonSOLE
72581M305PXLWEURPIXELWORKS INC$425,8150.11%679,347CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$416,6640.11%34,809CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$406,5990.11%6,047CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$400,0500.11%500,000CommonSOLE
03835T408APTOFAPTOSE BIOSCIENCES INC$382,3030.10%121,366CommonSOLE
20459V113CMPOWCOMPOSECURE INC$382,0000.10%100,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$380,4000.10%6,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$345,8250.09%5,300CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$334,8960.09%1,600CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$309,6000.08%3,000CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$301,7120.08%12,540CommonSOLE
00444T209TLPHTALPHERA INC$211,1770.06%426,621CommonSOLE
08862L103BEYOND AIR INC$201,1900.05%738,313CommonSOLE
30049G302EVOKEVOKE PHARMA INC$189,0630.05%68,750CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$173,1000.05%10,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$167,7400.04%2,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$133,5230.04%525CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$132,3070.04%11,495CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP$129,9910.03%16,413CommonSOLE
30231G102XOMEXXON MOBIL CORP$127,8500.03%1,075CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$93,8430.03%913CommonSOLE
74019P207DTILPRECISION BIOSCIENCES INC$57,6070.02%12,077CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$51,3010.01%8,261CommonSOLE
01861F110AENTWALLIANCE ENTERTAINMENT HOLDI$40,0000.01%200,000CommonSOLE
00214Q708ARKFARK ETF TR$39,9120.01%1,200CommonSOLE
00214Q401ARKWARK ETF TR$28,4010.01%300CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$26,9240.01%304CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$19,6600.01%556CommonSOLE
041242116ARKO CORP$19,1330.01%333,333CommonSOLE
00214Q302ARKGARK ETF TR$17,1270.00%825CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$12,7170.00%2,009CommonSOLE
76155X118RVMDWREVOLUTION MEDICINES INC$7,6000.00%200,000CommonSOLE
98420X103ASNSUSDX4 PHARMACEUTICALS INC$4,2230.00%17,865CommonSOLE
80516T113SVREWSAVERONE 2014 LTD$3,3760.00%121,000CommonSOLE
05366Y201AVNWAVIAT NETWORKS INC$1,2650.00%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.