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Exos Asset Management LLC

Location
PELHAM, NY
Portfolio Value
Micro $18,056
Diversification
Highly concentrated
Filing Date
Global Rank
#8,035 / 8,041 ▼ 745 · as of Dec 2024
Top Industry
Medical Devices 100.0%
3Y Alpha vs SPY
-14.3%
Period ended 1 year ago
Filed Feb 13, 2025 · 1y
10 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+3.9%
SPY
+76.5%
Annualised alpha
-19.6%
Max drawdown
−67.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024
Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Mar 2021 → Dec 2024 · range 329 – 10,000
Highly concentrated0

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024
Sector % Portfolio Value
Healthcare 100.0% $18,056

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
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
1 positions · $18,056 total · as of Dec 31, 2024
Ticker Company Shares Value (USD) % of Portfolio History