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

LASRY MARC

Q2 2025 · Filed 2025-08-15
Market Value
$2.7B
+13.5%
Holdings
7
-1
New Purchases
1
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
42.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FRGE 8.03% 0.00% +8.03% $216M
NEXT 84.11% 83.38% +0.73% $2.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OBIO 6.06% 10.98% -4.92% $163M
RANI 1.20% 3.34% -2.14% $32M
EYEN 0.00% 1.42% -1.42% $0
ALX 0.00% 0.16% -0.16% $0
XELAP 0.60% 0.72% -0.11% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $2.3B 84.1%
Small Cap 2 $216M 8.0%
Micro Cap 4 $212M 7.9%

Portfolio Analytics

Avg Market Cap
$639M
Median Market Cap
$243M
Avg P/E
61.5
Median P/E
61.5
Avg Dividend Yield
0.01%
Avg Beta
1.39
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEXT 84.11% 254,270 $2.3B $8,910.00 $287M
2 FRGE 8.03% 11,363 $216M $19,040.04 +11,363 NEW
3 OBIO 6.06% 60,869 $163M $2,680.00 -$97M
4 RANI 1.20% 62,887 $32M $513.91 -$47M
5 XELAP 0.60% 77,498 $16M $210.01 -$775K
6 ALX —% -$4M -18,125 -100.0% SOLD
7 EYEN —% -$34M -30,618 -100.0% SOLD

New Positions

SymbolValue% Port
FRGE $216M 8.03%

Sold Out Positions

SymbolValue% Port
ALX —%
EYEN —%
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