Investor
Valor Management LLC
CIK 0001846237 · filed 2026-05-13 · SEC filing
13F book
$180.9M
Positions
5
2 new · 0 sold
Largest name
57.0%
Bitgo Holdings, Inc. · BTGO
Est. mark
−$16.3M
Price effect on 3 names still held. Flow $142.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bitgo Holdings, Inc. | BTGO | 12.5M | $103.2M | 57.0% | — | New |
| Brainsway Ltd | — | 5.31M | $70.6M | 39.1% | −$15.2M | Added$20.1M |
| Tharimmune Inc | — | 1.08M | $3.54M | 2.0% | — | New |
| Harmony Biosciences Hldgs In | — | 117.1K | $3.28M | 1.8% | −$1.1M | Held |
| BioAge Labs, Inc. | BIOA | 13.1K | $229.2K | 0.1% | $55.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.