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Asset Manager ← All Institutions

Omega Fund Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$151M
-8.4%
Holdings
11
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
99.8%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UPB 14.78% 7.55% +7.23% $22M
BBNX 19.14% 14.74% +4.40% $29M
SANA 1.52% 0.86% +0.66% $2M
LXEO 3.15% 2.49% +0.66% $5M
REPL 12.13% 11.66% +0.47% $18M
NUVB 14.23% 13.93% +0.30% $22M
IKNA 1.99% 1.74% +0.25% $3M
ENGNW 0.18% 0.12% +0.06% $273K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KMTS 18.04% 27.10% -9.06% $27M
BCAX 13.54% 17.39% -3.85% $20M
ALMS 1.30% 2.43% -1.13% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $2M 1.3%
Small Cap 9 $149M 98.5%
Micro Cap 1 $273K 0.2%

Portfolio Analytics

Avg Market Cap
$926M
Median Market Cap
$719M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.94
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBNX 19.14% 1,988,287 $29M $14.56 $5M
2 KMTS 18.04% 1,645,893 $27M $16.58 -$17M -150,000 -8.3%
3 UPB 14.78% 2,036,293 $22M $10.98 $10M
4 NUVB 14.23% 11,042,728 $22M $1.95 -$1M -2,029,612 -15.5%
5 BCAX 13.54% 2,204,650 $20M $9.29 -$8M
6 REPL 12.13% 1,975,203 $18M $9.29 -$909K
7 LXEO 3.15% 1,184,636 $5M $4.02 $652K
8 IKNA 1.99% 2,249,123 $3M $1.34 $135K
9 SANA 1.52% 843,750 $2M $2.73 $886K
10 ALMS 1.30% 653,223 $2M $3.00 -$2M
11 ENGNW 0.18% 321,502 $273K $0.85 $80K
View SEC EDGAR Filings for Omega Fund Management, LLC →

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