Arkolith/Funds/Red Tree Management, LLC

Red Tree Management, LLC

CIK 2055980
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Red Tree Management, LLC holds a concentrated book of 3 stocks worth $147.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Cargo Therapeutics Inc and trimmed Bicara Therapeutics Inc. Their largest long position is Bicara Therapeutics Inc at 64% of the equity book. Cloning the disclosed picks since 2025 would be +48% (+31.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Red Tree Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
1
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+47.9%
+31.1%/yr · since Feb '25
Their reported book
-17.4%
held from quarter-end
S&P 500
+23.0%
same window
$7K$10K$12K$14K$16KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Red Tree Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 65.4 points over this window.

Growth of $10,000 cloning Red Tree Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Red Tree Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC3 / 3$141.3M
BlackRock, Inc.3 / 3$98.5M
VANGUARD GROUP INC3 / 3$84.4M
VANGUARD CAPITAL MANAGEMENT LLC3 / 3$72.0M
FRANKLIN RESOURCES INC3 / 3$71.1M
Ken Griffin3 / 3$42.9M
STATE STREET CORP3 / 3$39.2M
MILLENNIUM MANAGEMENT LLC3 / 3$33.3M

Ranked by how many of Red Tree Management, LLC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3 positions
#SecurityValueShares% PortLast moveHistory
1
COM
$93.9M3.16M
63.8%
−0.2%
Reduced · −7K sh
2
COM
$42.9M2.21M
29.1%
Held
3
CL A
$10.5M638.2K
7.1%
Held
Showing all 3 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 20263$147.3M13F-HR
Q1 2026Mar 31, 2026Apr 22, 20263$111.8M13F-HR
Q4 2025Dec 31, 2025Feb 11, 20263$109.0M13F-HR
Q3 2025Sep 30, 2025Nov 7, 20253$82.9M13F-HR
Q2 2025Jun 30, 2025Jul 22, 20253$73.3M13F-HR
Q1 2025Mar 31, 2025May 13, 20254$92.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20254$152.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.