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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $151M AUM 69 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 14 Added 23 Reduced 31 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VITL VITAL FARMS INC Consumer Defensive 11,603.0 $164K 0.11% NEW $14.12 -30.1%
22 ADAG ADAGENE INC Healthcare 34,775.0 $136K 0.09% NEW $3.92 -5.1%
23 CHRS COHERUS BIOSCIENCES INC Healthcare 76,087.0 $129K 0.09% NEW $1.69 -3.0%
24 ERNEXA THERAPEUTICS INC 612,443.0 $122K 0.08% NEW $0.20
25 CCCC C4 THERAPEUTICS INC COM Healthcare 15,000.0 $39K 0.03% NEW $2.63 +32.7%
26 KRYS KRYSTAL BIOTECH INC Healthcare 73.0 $19K 0.01% NEW $258.32 +17.2%
27 SPRING VY ACQUISITION CORP I 493.0 $5K 0.00% NEW $10.16
28 CUE BIOPHARMA INC 2,416.0 $555.0 NEW $0.23
29 AZITRA INC 1,000.0 $234.0 NEW $0.23
30 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 1.0 $3.0 NEW $3.00 +83.0%
Page 2 of 2  ·  30 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 61.4%
Consumer Defensive 20.9%
Real Estate 6.9%
Energy 5.7%
Financial Services 2.3%
Industrials 1.6%
Basic Materials 1.3%