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Portfolio (Quarterly) Guide ↗

Privium Fund Management B.V.

· CIK 0001795097
13F Portfolio $480M AUM 60 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 24 Added 17 Reduced 4 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LXEO LEXEO THERAPEUTICS INC Healthcare 205,000.0 $1.2M 0.24% +12K +6.5% $5.74 -14.1%
42 RNAC CARTESIAN THERAPEUTICS INC Healthcare 179,114.0 $1.1M 0.23% +7K +3.8% $6.15 +56.6%
43 MOH MOLINA HEALTHCARE INC Healthcare 8,140.0 $1.1M 0.23% NEW $133.30 +46.6%
44 SRPT SAREPTA THERAPEUTICS INC Healthcare 46,000.0 $1.0M 0.21% +3K +7.0% $21.76 -19.4%
45 SLB SLB LIMITED Energy 18,451.0 $948K 0.20% -20K -52.5% $51.39 -6.4%
46 RCKT ROCKET PHARMACEUTICALS INC Healthcare 242,146.0 $867K 0.18% +72K +42.3% $3.58 -6.4%
47 HIMS HIMS & HERS HEALTH INC Healthcare 40,000.0 $830K 0.17% $20.76 +70.9%
48 TSHA TAYSHA GENE THERAPIES INC Healthcare 181,900.0 $813K 0.17% +17K +10.3% $4.47 +43.6%
49 NOV NOV INC Energy 42,026.0 $791K 0.17% -11K -20.9% $18.81 -0.8%
50 RIG TRANSOCEAN LTD Energy 106,604.0 $707K 0.15% -33K -23.6% $6.63 -19.9%
51 SA SEABRIDGE GOLD INC Basic Materials 24,828.0 $704K 0.15% +1K +4.5% $28.34 +4.6%
52 SD SANDRIDGE ENERGY INC Energy 38,792.0 $633K 0.13% $16.31 -14.0%
53 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 363,430.0 $502K 0.10% +37K +11.4% $1.38 +9.4%
54 FATE FATE THERAPEUTICS INC Healthcare 414,311.0 $497K 0.10% +45K +12.2% $1.20 +74.2%
55 VYGR VOYAGER THERAPEUTICS INC Healthcare 120,000.0 $463K 0.10% +25K +26.3% $3.86 -6.2%
56 TDW TIDEWATER INC NEW Energy 5,483.0 $458K 0.10% $83.55 -22.6%
57 BTG B2GOLD CORP Basic Materials 96,477.0 $437K 0.09% NEW $4.53 -5.1%
58 NE NOBLE CORP PLC Energy 6,849.0 $336K 0.07% -4K -36.9% $49.07 -15.1%
59 PAAS PAN AMERN SILVER CORP Basic Materials 3,900.0 $213K 0.04% NEW $54.63 -10.3%
60 URNM SPROTT FDS TR 3,302.0 $209K 0.04% -2K -38.9% $63.15 -9.0%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 33.5%
Consumer Cyclical 25.1%
Technology 24.3%
Financial Services 8.5%
Communication Services 6.8%
Energy 0.8%
Consumer Defensive 0.6%
Basic Materials 0.3%