FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.810.07%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV3.9
Feels32.8°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:04 PM

Institutional Manager · CIK 0002085909

Occam Crest Management LP

Darien, CT · File #028-25866

Latest AUM
$144.0M
Positions
31
Top-10 Concentration
68.7%
Filings
2

Portfolio Value Over Time

2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDBITMINE IMMERSION TECNOLOGIE09175A956-2,100-$10.9M$0
ADDCLEAR CHANNEL OUTDOOR HLDGSCCO+2,754,300+$6.1M+$409,500
REDUCEFTAI INFRASTRUCTURE INCFIP-1,110,000-$5.1M+$355,000
REDUCEBUILDERS FIRSTSOURCE INCPGEN-6,700-$3.6M+$1.4M
ADDPRECIGEN INCPGEN+804,339+$3.4M+$2.4M
NEWSANMINA CORPORATIONSANM+20,000+$3.0M$0
ADDTALKSPACE INCTALKW+800,000+$2.9M+$896,100
REDUCEPOWERFLEET INCAIOT-503,000-$2.7M+$56,000
NEWFUTURECREST ACQUISITION CORPFCRS-WT+256,900+$2.6M$0
EXITEDDIGITALBRIDGE GROUP INC25401T603-220,003-$2.6M$0

Sector Allocation

Healthcare
27.3%$39.3M
Technology
15.7%$22.7M
Energy
15.3%$22.1M
Financials
2.0%$2.9M
Industrials
2.0%$2.9M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NATIONAL ENERGY SERVICES REUNESR1,059,688$16.6M11.52%
2PRECIGEN INCPGEN3,501,739$14.6M10.16%
3FTAI AVIATION LTDFTAIN68,500$13.5M9.36%
4TG THERAPEUTICS INCTGTX401,595$12.0M8.31%
5LYFT INCLYFT408,659$7.9M5.50%
6BITMINE IMMERSION TECNOLOGIE09175A206287,000$7.8M5.41%
7CLEAR CHANNEL OUTDOOR HLDGSCCO3,404,300$7.5M5.22%
8TALKSPACE INCTALKW1,830,000$6.6M4.61%
9AXSOME THERAPEUTICS INCAXSM35,000$6.4M4.44%
10SHIFT4 PMTS INC82452J10995,000$6.0M4.15%
11GENESIS ENERGY L PGEL352,000$5.5M3.81%
12TWILIO INCTWLO38,000$5.4M3.75%
13NEXTPOWER INCNXT50,000$4.4M3.02%
14HILTON GRAND VACATIONS INCHGV82,000$3.7M2.55%
15IMMUNEERING CORPIMRX498,498$3.3M2.28%
16EIGHTCO HOLDINGS INCORBS1,780,822$3.1M2.14%
17SANMINA CORPORATIONSANM20,000$3.0M2.08%
18SELECTQUOTE INCSLQT2,088,465$2.9M2.04%
19NUVECTIS PHARMA INCNVCT380,000$2.9M1.99%
20FUTURECREST ACQUISITION CORPFCRS-WT256,900$2.6M1.83%