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COURAGE CAPITAL MANAGEMENT LLC

Q1 2026 · Filed 2026-05-14
Market Value
$71M
-2.4%
Holdings
14
New Purchases
1
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
93.8%
Turnover
7.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAAU 12.05% 10.84% +1.22% $9M
PHYS 13.27% 12.07% +1.20% $9M
AMZN 1.18% 0.00% +1.18% $833K
TSLA 2.83% 1.93% +0.91% $2M
IAU 3.49% 3.14% +0.35% $2M
SPY 6.60% 6.43% +0.18% $5M
CXW 12.69% 12.52% +0.17% $9M
JNJ 0.69% 0.57% +0.12% $489K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBTC 14.28% 18.00% -3.72% $10M
META 5.63% 6.34% -0.71% $4M
UNH 1.65% 1.96% -0.31% $1M
GOOG 4.26% 4.55% -0.29% $3M
PNFP 2.63% 2.84% -0.21% $2M
BKLN 18.73% 18.81% -0.08% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $16M 22.9%
Large Cap 3 $22M 31.0%
Mid Cap 4 $33M 46.1%

Portfolio Analytics

Avg Market Cap
$886.5B
Median Market Cap
$211.1B
Avg P/E
58.4
Median P/E
27.2
Avg Dividend Yield
0.01%
Avg Beta
0.87
# Stocks
8
# ETFs / Funds
6

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLN 18.73% 648,000 $13M $20.41 -$382K
2 FBTC 14.28% 170,865 $10M $59.03 -$3M
3 PHYS 13.27% 264,500 $9M $35.44 $640K
4 CXW 12.69% 473,961 $9M $18.91 -$94K
5 AAAU 12.05% 184,254 $9M $46.19 $671K
6 SPY 6.60% 7,171 $5M $650.40 $13K +350 +5.1%
7 META 5.63% 6,950 $4M $572.09 -$612K
8 GOOG 4.26% 10,500 $3M $286.86 -$283K
9 IAU 3.49% 28,000 $2M $88.14 $195K
10 TSLA 2.83% 5,380 $2M $371.75 $606K +2,280 +73.5%
11 PNFP 2.63% 21,565 $2M $86.16 -$200K
12 UNH 1.65% 4,300 $1M $270.70 -$255K
13 AMZN 1.18% 4,000 $833K $208.25 +4,000 NEW
14 JNJ 0.69% 2,000 $489K $244.50 $75K

New Positions

SymbolValue% Port
AMZN $833K 1.18%
View SEC EDGAR Filings for COURAGE CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms