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FCPM III SERVICES B.V.

Q4 2025 · Filed 2026-02-17
Market Value
$333M
+93.1%
Holdings
8
+1
New Purchases
1
Added To
3
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MPLT 17.00% 0.00% +17.00% $57M
RAPT 18.63% 5.14% +13.49% $62M
VOR 14.20% 10.72% +3.48% $47M
ENGNW 2.56% 1.20% +1.36% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ATXS 0.00% 17.33% -17.33% $0
BCYC 7.37% 15.48% -8.11% $25M
DYN 32.06% 40.04% -7.98% $107M
REPL 8.19% 10.09% -1.91% $27M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $107M 32.1%
Small Cap 4 $114M 34.2%
Micro Cap 3 $113M 33.8%

Portfolio Analytics

Avg Market Cap
$675M
Median Market Cap
$360M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.03
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DYN 32.06% 5,462,846 $107M $19.56 $38M
2 RAPT 18.63% 1,833,333 $62M $33.87 $53M +1,489,096 +432.6%
3 MPLT 17.00% 3,226,400 $57M $17.57 +3,226,400 NEW
4 VOR 14.20% 3,617,354 $47M $13.08 $29M +3,237,714 +852.8%
5 REPL 8.19% 2,808,368 $27M $9.72 $10M -1,350,000 -32.5%
6 BCYC 7.37% 3,468,430 $25M $7.08 -$2M +16,100 +0.5%
7 ENGNW 2.56% 2,878,148 $9M $2.96 $6M
8 ATXS —% -$30M -4,107,537 -100.0% SOLD

New Positions

SymbolValue% Port
MPLT $57M 17.00%

Sold Out Positions

SymbolValue% Port
ATXS —%
View SEC EDGAR Filings for FCPM III SERVICES B.V. →

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