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Asset Manager ← All Institutions

Omega Fund Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$219M
+44.6%
Holdings
13
+2
New Purchases
2
Added To
0
Closed
2
Reduced
5
Top 10 Concentration
100.0%
Turnover
30.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBOT 17.41% 0.00% +17.41% $38M
BCAX 15.91% 13.54% +2.37% $35M
IMA 1.70% 0.00% +1.70% $4M
NUVB 14.94% 14.23% +0.70% $33M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
REPL 0.48% 12.13% -11.65% $1M
LXEO 0.00% 3.15% -3.15% $0
UPB 11.66% 14.78% -3.12% $26M
IKNA 0.00% 1.99% -1.99% $0
BBNX 17.44% 19.14% -1.70% $38M
KMTS 17.88% 18.04% -0.16% $39M
SANA 1.37% 1.52% -0.15% $3M
ENGNW 0.03% 0.18% -0.15% $63K
ALMS 1.19% 1.30% -0.10% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $3M 1.2%
Small Cap 10 $212M 97.1%
Micro Cap 2 $4M 1.7%

Portfolio Analytics

Avg Market Cap
$841M
Median Market Cap
$685M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.87
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KMTS 17.88% 1,645,893 $39M $23.76 $12M
2 BBNX 17.44% 1,920,125 $38M $19.87 $9M -68,162 -3.4%
3 BBOT 17.41% 3,289,661 $38M $11.58 +3,289,661 NEW
4 BCAX 15.91% 2,204,650 $35M $15.79 $14M
5 NUVB 14.94% 8,831,089 $33M $3.70 $11M -2,211,639 -20.0%
6 UPB 11.66% 1,356,293 $26M $18.81 $3M -680,000 -33.4%
7 IMA 1.70% 455,361 $4M $8.15 +455,361 NEW
8 SANA 1.37% 843,750 $3M $3.55 $692K
9 ALMS 1.19% 653,223 $3M $3.99 $647K
10 REPL 0.48% 248,672 $1M $4.19 -$17M -1,726,531 -87.4%
11 ENGNW 0.03% 89,702 $63K $0.71 -$210K -231,800 -72.1%
12 LXEO —% -$5M -1,184,636 -100.0% SOLD
13 IKNA —% -$3M -2,249,123 -100.0% SOLD

New Positions

SymbolValue% Port
BBOT $38M 17.41%
IMA $4M 1.70%

Sold Out Positions

SymbolValue% Port
LXEO —%
IKNA —%
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