Valor Management LLC

Est. AUM

$180.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BITGO HOLDINGS INC	COM SHS CL A	$103.2M	12538608	57.05%	SOLE
2	BRAINSWAY LTD	SPONSORED ADS	$70.6M	5314950	39.05%	SOLE
3	CANTON STRATEGIC HOLDINGS IN	COM	$3.5M	1084011	1.96%	SOLE
4	HARMONY BIOSCIENCES HLDGS IN	COM	$3.3M	117130	1.81%	SOLE
5	BIOAGE LABS INC	COM	$229K	13105	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.