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LASRY MARC

Q3 2025 · Filed 2025-11-14
Market Value
$4.7B
+74.3%
Holdings
7
New Purchases
2
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
42.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EYEN 49.00% 0.00% +49.00% $2.3B
TIVC 6.26% 0.00% +6.26% $294M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NEXT 36.77% 84.11% -47.34% $1.7B
FRGE 4.09% 8.03% -3.94% $192M
OBIO 3.22% 6.06% -2.84% $151M
XELAP 0.00% 0.60% -0.60% $0
RANI 0.67% 1.20% -0.53% $31M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $1.7B 36.8%
Small Cap 1 $192M 4.1%
Micro Cap 5 $2.8B 59.1%

Portfolio Analytics

Avg Market Cap
$460M
Median Market Cap
$70M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.54
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EYEN 49.00% 240,124 $2.3B $9,580.00 +240,124 NEW
2 NEXT 36.77% 254,270 $1.7B $6,790.00 -$539M
3 TIVC 6.26% 101,638 $294M $2,890.00 +101,638 NEW
4 FRGE 4.09% 11,363 $192M $16,900.03 -$24M
5 OBIO 3.22% 60,869 $151M $2,480.00 -$12M
6 RANI 0.67% 62,887 $31M $499.80 -$887K
7 XELAP —% -$16M -77,498 -100.0% SOLD

New Positions

SymbolValue% Port
EYEN $2.3B 49.00%
TIVC $294M 6.26%

Sold Out Positions

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

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