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Exos Asset Management LLC

Location
PELHAM, NY
Portfolio Value
Micro $18,591
Diversification
Highly concentrated
Filing Date
Global Rank
#8,080 / 8,106 ▼ 734 · as of Dec 2024
Top Industry
Medical Devices 97.1%
3Y Alpha vs SPY
-21.6%
Period ended 1 year ago
Filed Feb 13, 2025 · 1y
11 quarters · since Dec 2020

Clone Performance

Aug 2023–Jul 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-3.6%
SPY
+38.7%
Annualised alpha
-21.1%
Max drawdown
−53.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.Exos Asset Management LLC has stopped filing, so the simulation ends in Jul 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

18 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024
Top Position
97.1%
−2.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,441
Dec 2020 → Dec 2024 · range 0 – 9,963
Highly concentrated−522

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024
Sector % Portfolio Value
Healthcare 97.1% $18,056
Communication Services 2.9% $535
Consumer Defensive 0.0% $0
Financial Services 0.0% $0
Industrials 0.0% $0
Technology 0.0% $0

Last Quarter's Activity

Export CSV
Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
3 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
18 tracked positions · $18,591 total · filing declares 39 positions · $433,434 · as of Dec 31, 2024
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.