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PURA VIDA INVESTMENTS, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$18.5B
+33.1%
Holdings
17
+10
New Purchases
10
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
58.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IMDX 38.32% 22.58% +15.74% $7.1B
BBNX 46.23% 40.13% +6.10% $8.6B
MSFT 0.00% 0.00% +0.00% $580K
JPM 0.00% 0.00% +0.00% $435K
NVDA 0.00% 0.00% +0.00% $435K
GOOG 0.00% 0.00% +0.00% $373K
AAPL 0.00% 0.00% +0.00% $317K
ADI 0.00% 0.00% +0.00% $271K
AMZN 0.00% 0.00% +0.00% $231K
LIN 0.00% 0.00% +0.00% $213K
DHR 0.00% 0.00% +0.00% $206K
ASML 0.00% 0.00% +0.00% $203K
NTRA 0.00% 0.00% +0.00% $573K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ESTA 0.02% 13.25% -13.23% $3M
CAI 13.09% 19.54% -6.44% $2.4B
MGX 2.31% 4.50% -2.19% $428M
OM 0.00% 0.01% -0.01% $309K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $3M 0.0%
Large Cap 3 $1M 0.0%
Mid Cap 2 $2.4B 13.1%
Small Cap 1 $8.6B 46.2%
Micro Cap 3 $7.5B 40.6%

Portfolio Analytics

Avg Market Cap
$1.3T
Median Market Cap
$193.4B
Avg P/E
43.5
Median P/E
33.0
Avg Dividend Yield
0.00%
Avg Beta
1.39
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBNX 46.23% 281,250 $8.6B $30,470.00 $3.0B
2 IMDX 38.32% 947,134 $7.1B $7,500.00 $4.0B
3 CAI 13.09% 89,940 $2.4B $26,980.00 -$294M
4 MGX 2.31% 264,391 $428M $1,620.00 -$198M
5 ESTA 0.02% 45,000 $3M $72.88 -$1.8B
6 MSFT —% 1,200 $580K $483.62 +1,200 NEW
7 NTRA —% 2,500 $573K $229.09 $170K
8 JPM —% 1,350 $435K $322.22 +1,350 NEW
9 NVDA —% 2,330 $435K $186.50 +2,330 NEW
10 GOOG —% 1,190 $373K $313.80 +1,190 NEW
11 AAPL —% 1,165 $317K $271.86 +1,165 NEW
12 OM —% 5,000 $309K $61.83 -$691K
13 ADI —% 1,000 $271K $271.20 +1,000 NEW
14 AMZN —% 1,000 $231K $230.82 +1,000 NEW
15 LIN —% 500 $213K $426.39 +500 NEW
16 DHR —% 900 $206K $228.92 +900 NEW
17 ASML —% 190 $203K $1,069.86 +190 NEW

New Positions

SymbolValue% Port
MSFT $580K —%
JPM $435K —%
NVDA $435K —%
GOOG $373K —%
AAPL $317K —%
ADI $271K —%
AMZN $231K —%
LIN $213K —%
DHR $206K —%
ASML $203K —%
View SEC EDGAR Filings for PURA VIDA INVESTMENTS, LLC →

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