The Analysis of Valor Management LLC's Holdings & P&L


Currently, Valor Management LLC holds 5 types of securities in its portfolio with a total value $180.9M. In the most recent quarter, they have increased their positions in N/A (+12.5M shares, valued at $103.2M), BWAY (+2.7M shares, valued at $35.3M), N/A (+1.1M shares, valued at $3.5M); initiated new positions in N/A (+12.5M shares, valued at $103.2M), N/A (+1.1M shares, valued at $3.5M).


1M P&L
+5.4M+6.84%
3M P&L
+7.4M+9.57%
HY P&L
+18.9M+28.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices70.6M
95.3%
2Biotechnology3.3M
4.4%
3Drug Manufacturers - Specialty & Generic229.2K
0.3%

Top Industries by Stock Count

1Medical Devices1 stocks
33.3%
2Biotechnology1 stocks
33.3%
3Drug Manufacturers - Specialty & Generic1 stocks
33.3%
Stock Holdings
BITGO HOLDINGS INC
BITGO HOLDINGS INC
New
Shares12.5M
Event2026-03-31
Filed2026-05-13
BWAY
BRAINSWAY LTD
100.00%
Shares5.3M
Event2026-03-31
Filed2026-05-13
CANTON STRATEGIC HOLDINGS IN
CANTON STRATEGIC HOLDINGS IN
New
Shares1.1M
Event2026-03-31
Filed2026-05-13
HRMY
HARMONY BIOSCIENCES HLDGS IN
0.00%
Shares117.1K
Event2026-03-31
Filed2026-05-13
BIOA
BIOAGE LABS INC
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available