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Asset Manager ← All Institutions

BATTERY MANAGEMENT CORP.

Q3 2025 · Filed 2025-11-14
Market Value
$525M
-7.8%
Holdings
6
-1
New Purchases
0
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRZE 13.14% 7.03% +6.11% $69M
TTAN 78.07% 76.52% +1.56% $410M
ZETA 1.72% 1.24% +0.48% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CXM 4.08% 11.92% -7.84% $21M
PET 0.00% 0.16% -0.16% $0
CSBR 2.99% 3.14% -0.15% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $488M 92.9%
Small Cap 1 $21M 4.1%
Micro Cap 2 $16M 3.0%

Portfolio Analytics

Avg Market Cap
$2.5B
Median Market Cap
$2.0B
Avg P/E
57.0
Median P/E
57.0
Avg Dividend Yield
—%
Avg Beta
0.68
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TTAN 78.07% 4,063,688 $410M $100.83 -$26M
2 BRZE 13.14% 2,425,000 $69M $28.44 $29M +1,000,000 +70.2%
3 CXM 4.08% 2,770,813 $21M $7.72 -$46M -5,248,342 -65.5%
4 CSBR 2.99% 2,421,673 $16M $6.48 -$2M
5 ZETA 1.72% 455,351 $9M $19.87 $2M
6 PET —% -$891K -3,853,840 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PET —%
View SEC EDGAR Filings for BATTERY MANAGEMENT CORP. →

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