Red Tree Management, LLC

hedge fundUpdated 21 days ago

Managed by Red Tree Management, Llc • Latest filing Q3 2026

Portfolio value

$116.7M

Q3 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

40.8%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table

3 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	B BCAX History → BICARA THERAPEUTICS INC	$54.4M	2.92M	46.57%	Trimmed(-7.7%)
2	C CBLL History → CERIBELL INC	$53.8M	2.21M	46.09%	Unchanged
3	C CTNM History → CONTINEUM THERAPEUTICS INC	$8.6M	638.2K	7.34%	Unchanged

BICARA THERAPEUTICS INC

-7.7%

Value

$54.4M

2.92M

% Port

46.57%

CERIBELL INC

Unchanged

Value

$53.8M

2.21M

% Port

46.09%

CONTINEUM THERAPEUTICS INC

Unchanged

Value

$8.6M

638.2K

% Port

7.34%