— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

LASRY MARC

Q1 2025 · Filed 2025-05-14
Market Value
$2.4B
-21.6%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
37.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NEXT 83.38% 62.69% +20.69% $2.0B
OBIO 10.98% 8.05% +2.93% $261M
EYEN 1.42% 0.00% +1.42% $34M
RANI 3.34% 2.85% +0.49% $79M
ALX 0.16% 0.12% +0.04% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DCTH 0.00% 13.56% -13.56% $0
HYPD 0.00% 11.82% -11.82% $0
XELAP 0.72% 0.92% -0.20% $17M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $2.0B 83.4%
Small Cap 2 $4M 0.2%
Micro Cap 5 $390M 16.5%

Portfolio Analytics

Avg Market Cap
$531M
Median Market Cap
$157M
Avg P/E
61.5
Median P/E
61.5
Avg Dividend Yield
0.01%
Avg Beta
1.33
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEXT 83.38% 254,270 $2.0B $7,780.00 $81M +8,259 +3.4%
2 OBIO 10.98% 60,869 $261M $4,279.99 $17M
3 RANI 3.34% 62,887 $79M $1,260.01 -$7M
4 EYEN 1.42% 30,618 $34M $1,100.01 +30,618 NEW
5 XELAP 0.72% 77,498 $17M $220.01 -$11M
6 ALX 0.16% 18,125 $4M $209.16 $165K
7 HYPD —% -$358M -2,449,540 -100.0% SOLD
8 DCTH —% -$410M -34,072 -100.0% SOLD

New Positions

SymbolValue% Port
EYEN $34M 1.42%

Sold Out Positions

SymbolValue% Port
HYPD —%
DCTH —%
View SEC EDGAR Filings for LASRY MARC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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