— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Omega Fund Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$279M
+27.4%
Holdings
11
-2
New Purchases
0
Added To
0
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NUVB 25.99% 14.94% +11.05% $72M
UPB 12.92% 11.66% +1.26% $36M
ALMS 2.29% 1.19% +1.10% $6M
REPL 0.87% 0.48% +0.39% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KMTS 13.07% 17.88% -4.80% $36M
BBNX 14.39% 17.44% -3.05% $40M
BBOT 14.78% 17.41% -2.63% $41M
BCAX 13.32% 15.91% -2.59% $37M
IMA 1.13% 1.70% -0.57% $3M
SANA 1.23% 1.37% -0.14% $3M
ENGNW 0.00% 0.03% -0.03% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $6M 2.3%
Small Cap 8 $269M 96.6%
Micro Cap 2 $3M 1.1%

Portfolio Analytics

Avg Market Cap
$892M
Median Market Cap
$685M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.84
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NUVB 25.99% 8,081,089 $72M $8.96 $40M -750,000 -8.5%
2 BBOT 14.78% 3,289,661 $41M $12.52 $3M
3 BBNX 14.39% 1,316,183 $40M $30.47 $2M -603,942 -31.4%
4 BCAX 13.32% 2,204,650 $37M $16.83 $2M
5 KMTS 13.07% 1,373,591 $36M $26.52 -$3M -272,302 -16.5%
6 UPB 12.92% 1,326,293 $36M $27.15 $10M -30,000 -2.2%
7 ALMS 2.29% 653,223 $6M $9.76 $4M
8 SANA 1.23% 843,750 $3M $4.07 $439K
9 IMA 1.13% 455,361 $3M $6.90 -$569K
10 REPL 0.87% 248,672 $2M $9.72 $1M
11 ENGNW —% -$63K -89,702 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ENGNW —%
View SEC EDGAR Filings for Omega Fund Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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