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Red Tree Management, LLC

2055 WOODSIDE ROAD, SUITE 270, REDWOOD CITY, CA 94061 • (650) 851-6809

Q2 2025 · Filed 2025-07-22
Market Value
$73M
-20.9%
Holdings
4
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBLL 56.36% 45.75% +10.61% $41M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRGX 0.00% 4.84% -4.84% $0
BCAX 40.18% 44.61% -4.42% $29M
CTNM 3.46% 4.81% -1.35% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 3 $73M 100.0%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$659M
Median Market Cap
$615M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.40
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CBLL 56.36% 2,205,661 $41M $18.73 -$1M
2 BCAX 40.18% 3,170,509 $29M $9.29 -$12M
3 CTNM 3.46% 638,158 $3M $3.97 -$2M
4 CRGX —% -$4M -1,100,732 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CRGX —%
View SEC EDGAR Filings for Red Tree Management, LLC →

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