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COURAGE CAPITAL MANAGEMENT LLC

Q2 2025 · Filed 2025-08-15
Market Value
$68M
+38.4%
Holdings
14
+2
New Purchases
2
Added To
4
Closed
1
Reduced
0
Top 10 Concentration
96.8%
Turnover
21.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBTC 21.57% 11.95% +9.62% $15M
SPY 6.21% 1.14% +5.07% $4M
META 8.65% 5.24% +3.42% $6M
UNH 1.52% 0.00% +1.52% $1M
TSLA 1.45% 0.00% +1.45% $985K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BKLN 19.99% 27.39% -7.40% $14M
PHYS 9.89% 12.99% -3.11% $7M
CXW 14.73% 17.75% -3.02% $10M
AAAU 8.88% 11.62% -2.74% $6M
CCI 0.00% 2.55% -2.55% $0
IAU 2.58% 3.37% -0.80% $2M
SBUX 1.32% 1.96% -0.64% $898K
GOOG 2.75% 3.35% -0.60% $2M
JNJ 0.45% 0.68% -0.23% $306K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $14M 21.0%
Large Cap 5 $24M 35.4%
Mid Cap 3 $30M 43.6%

Portfolio Analytics

Avg Market Cap
$692.5B
Median Market Cap
$93.5B
Avg P/E
66.6
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
0.82
# Stocks
8
# ETFs / Funds
6

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FBTC 21.57% 155,615 $15M $93.99 $9M +74,294 +91.4%
2 BKLN 19.99% 648,000 $14M $20.92 $142K
3 CXW 14.73% 473,961 $10M $21.07 $1M +45,470 +10.6%
4 PHYS 9.89% 264,500 $7M $25.35 $341K
5 AAAU 8.88% 184,254 $6M $32.68 $331K
6 META 8.65% 7,950 $6M $738.11 $3M +3,500 +78.7%
7 SPY 6.21% 6,821 $4M $617.80 $4M +5,821 +582.1%
8 GOOG 2.75% 10,500 $2M $177.43 $223K
9 IAU 2.58% 28,000 $2M $62.36 $95K
10 UNH 1.52% 3,300 $1M $312.12 +3,300 NEW
11 TSLA 1.45% 3,100 $985K $317.74 +3,100 NEW
12 SBUX 1.32% 9,800 $898K $91.63 -$63K
13 JNJ 0.45% 2,000 $306K $153.00 -$26K
14 CCI —% -$1M -12,000 -100.0% SOLD

New Positions

SymbolValue% Port
UNH $1M 1.52%
TSLA $985K 1.45%

Sold Out Positions

SymbolValue% Port
CCI —%
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