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Dauntless Investment Group, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$16M
-27.9%
Holdings
71
+1
New Purchases
27
Added To
6
Closed
17
Reduced
20
Top 10 Concentration
47.0%
Turnover
62.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JOE 7.60% 2.91% +4.69% $1M
NNI 4.54% 0.00% +4.54% $742K
LCTX 4.48% 0.00% +4.48% $731K
KZIA 4.44% 0.00% +4.44% $726K
RTACU 3.06% 0.00% +3.06% $500K
XP 4.34% 1.47% +2.87% $708K
ATYR 4.91% 2.27% +2.64% $803K
UDMY 2.38% 0.00% +2.38% $390K
MREO 2.22% 0.00% +2.22% $363K
NE 1.96% 0.00% +1.96% $320K
RARE 1.86% 0.00% +1.86% $303K
RIG 1.66% 0.00% +1.66% $272K
GNLX 1.61% 0.00% +1.61% $263K
PPLT 3.47% 1.86% +1.61% $567K
ARQT 1.45% 0.00% +1.45% $238K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NAK 0.24% 4.99% -4.75% $39K
FEMY 4.91% 8.68% -3.77% $803K
AGRO 0.51% 4.28% -3.77% $84K
COYA 1.80% 4.78% -2.98% $294K
INMB 1.90% 4.50% -2.60% $311K
MOS 0.80% 3.33% -2.52% $131K
EWZ 0.40% 2.91% -2.50% $66K
TITN 0.00% 2.38% -2.38% $0
VAL 1.51% 3.38% -1.87% $247K
HCC 1.82% 3.47% -1.65% $298K
COLO 0.00% 1.56% -1.56% $0
IBIT 2.25% 3.72% -1.47% $367K
FUTU 0.00% 1.38% -1.38% $0
IBRX 0.00% 1.25% -1.25% $0
CRDF 0.10% 1.33% -1.24% $16K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $513K 3.1%
Large Cap 9 $879K 5.4%
Mid Cap 24 $6M 37.9%
Small Cap 17 $3M 19.4%
Micro Cap 20 $6M 34.1%

Portfolio Analytics

Avg Market Cap
$14.3B
Median Market Cap
$1.5B
Avg P/E
20.2
Median P/E
14.9
Avg Dividend Yield
0.01%
Avg Beta
0.89
# Stocks
62
# ETFs / Funds
9

Top Holdings (71 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JOE 7.60% 26,034 $1M $47.70 $583K +11,994 +85.4%
2 ATYR 4.91% 158,402 $803K $5.07 $288K -12,287 -7.2%
3 FEMY 4.91% 2,320,778 $803K $0.35 -$1M +745,635 +47.3%
4 NNI 4.54% 6,125 $742K $121.12 +6,125 NEW
5 LCTX 4.48% 1,205,930 $731K $0.61 +1,205,930 NEW
6 KZIA 4.44% 115,769 $726K $6.27 +115,769 NEW
7 XP 4.34% 35,070 $708K $20.20 $375K +10,844 +44.8%
8 LINC 4.30% 30,515 $703K $23.05 -$386K -38,153 -55.6%
9 ICCC 4.03% 94,694 $659K $6.96 $31K -36,501 -27.8%
10 PPLT 3.47% 4,616 $567K $122.87 $145K
11 MUFG 3.14% 37,392 $513K $13.72 -$20K -1,746 -4.5%
12 RTACU 3.06% 42,331 $500K $11.80 +42,331 NEW
13 AEON 2.91% 1,125,000 $475K $0.42 -$119K +100,000 +9.8%
14 IOBT 2.76% 324,389 $451K $1.39 -$292K -357,057 -52.4%
15 NGD 2.43% 80,368 $398K $4.95 -$198K -80,328 -50.0%
16 UDMY 2.38% 55,426 $390K $7.03 +55,426 NEW
17 IBIT 2.25% 6,000 $367K $61.21 -$475K -12,000 -66.7%
18 MREO 2.22% 134,122 $363K $2.71 +134,122 NEW
19 COUR 1.98% 37,014 $324K $8.76 -$120K -29,736 -44.5%
20 NE 1.96% 12,040 $320K $26.55 +12,040 NEW
21 INMB 1.90% 248,542 $311K $1.25 -$710K +117,862 +90.2%
22 RARE 1.86% 8,344 $303K $36.36 +8,344 NEW
23 HCC 1.82% 6,493 $298K $45.83 -$490K -10,017 -60.7%
24 COYA 1.80% 51,089 $294K $5.75 -$789K -116,289 -69.5%
25 RIG 1.66% 105,000 $272K $2.59 +105,000 NEW
26 AEM 1.62% 2,220 $264K $118.93 -$218K -2,230 -50.1%
27 GNLX 1.61% 123,194 $263K $2.14 +123,194 NEW
28 VAL 1.51% 5,856 $247K $42.11 -$519K -13,649 -70.0%
29 ARQT 1.45% 16,951 $238K $14.02 +16,951 NEW
30 VALE 1.29% 21,692 $211K $9.71 -$325K -31,985 -59.6%
31 EQX 1.22% 34,766 $200K $5.75 +34,766 NEW
32 CLPT 1.09% 14,899 $178K $11.94 $12K +917 +6.6%
33 MYO 1.08% 81,776 $177K $2.16 -$345K -26,659 -24.6%
34 TRVI 0.97% 29,000 $159K $5.47 +29,000 NEW
35 SIVR 0.91% 4,338 $149K $34.41 +4,338 NEW
36 GRVY 0.82% 2,094 $133K $63.69 +2,094 NEW
37 MOS 0.80% 3,587 $131K $36.48 -$623K -24,330 -87.2%
38 MLP 0.78% 7,024 $128K $18.19 +7,024 NEW
39 CEPO 0.61% 8,325 $99K $11.90 +8,325 NEW
40 AGRO 0.51% 9,154 $84K $9.14 -$887K -77,723 -89.5%
41 GANX 0.51% 46,000 $83K $1.80 -$157K -79,584 -63.4%
42 TNK 0.43% 1,667 $70K $41.72 +1,667 NEW
43 EWZ 0.40% 2,285 $66K $28.85 -$593K -23,215 -91.0%
44 SPRY 0.27% 2,569 $45K $17.45 +2,569 NEW
45 NAK 0.24% 29,241 $39K $1.34 -$1M -954,366 -97.0%
46 SERA 0.17% 10,000 $28K $2.77 +10,000 NEW
47 CYPH 0.11% 59,965 $18K $0.30 +59,965 NEW
48 CRDF 0.10% 5,000 $16K $3.15 -$286K -91,208 -94.8%
49 GLD 0.08% 45 $14K $304.82 +45 NEW
50 DHI 0.08% 101 $13K $128.92 +101 NEW
51 GOSS 0.08% 10,000 $12K $1.23 +10,000 NEW
52 COF 0.06% 47 $10K $212.77 +47 NEW
53 DSL 0.02% 326 $4K $12.24 +326 NEW
54 CDTX 0.02% 54 $3K $48.70 +54 NEW
55 AQST —% -$265K -91,540 -100.0% SOLD
56 PCVX —% -$220K -5,825 -100.0% SOLD
57 WRN —% -$196K -172,832 -100.0% SOLD
58 THM —% -$145K -229,746 -100.0% SOLD
59 NVNO —% -$186K -70,848 -100.0% SOLD
60 AVAL —% -$161K -58,887 -100.0% SOLD
61 FUTU —% -$313K -3,061 -100.0% SOLD
62 NG —% -$39K -13,480 -100.0% SOLD
63 ECH —% -$232K -7,768 -100.0% SOLD
64 TITN —% -$540K -31,678 -100.0% SOLD
65 STOK —% -$190K -28,600 -100.0% SOLD
66 IBRX —% -$283K -94,141 -100.0% SOLD
67 TUR —% -$249K -7,575 -100.0% SOLD
68 NU —% -$154K -15,000 -100.0% SOLD
69 PPTA —% -$152K -14,184 -100.0% SOLD
70 MT —% -$204K -7,071 -100.0% SOLD
71 COLO —% -$354K -12,890 -100.0% SOLD

Options Breakdown

3 Calls $1M Call Value 11 Puts $35M Put Value 32.53 P/C Ratio

Top Calls

SymbolSharesValueStatus
BABA 8,500 $964K NEW
INMB 93,400 $117K
EWZ $0 SOLD

Top Puts

SymbolSharesValueStatus
AAPL 97,000 $20M
HYG 134,600 $11M
TLT 27,500 $2M NEW
GM 22,300 $1M
F-PD 46,200 $501K NEW
SPY 800 $494K NEW
IBM $0 SOLD
SMH $0 SOLD
COST $0 SOLD
IBB $0 SOLD

New Positions

SymbolValue% Port
NNI $742K 4.54%
LCTX $731K 4.48%
KZIA $726K 4.44%
RTACU $500K 3.06%
UDMY $390K 2.38%
MREO $363K 2.22%
NE $320K 1.96%
RARE $303K 1.86%
RIG $272K 1.66%
GNLX $263K 1.61%
ARQT $238K 1.45%
EQX $200K 1.22%
TRVI $159K 0.97%
SIVR $149K 0.91%
GRVY $133K 0.82%

Sold Out Positions

SymbolValue% Port
NG —%
MT —%
NU —%
IBRX —%
AQST —%
FUTU —%
PCVX —%
COLO —%
AVAL —%
ECH —%
PPTA —%
NVNO —%
THM —%
STOK —%
TUR —%
View SEC EDGAR Filings for Dauntless Investment Group, LLC →

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