Lasry Marc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Lasry Marc reported 9 stock positions worth $54.9 million. Its top holding was Nextdecade (NEXT) at 54.1% of the portfolio, followed by PDD Holdings Inc. (pdd 0 12/01/25) (27.5%) and Alexander's (ALX, 8.0%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 2. The biggest buy was PDD Holdings Inc. (pdd 0 12/01/25) (shares +650%) and the biggest sale an exit from Talos Energy (TALO).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001259927
Portfolio Value
$54.9M (Q3 2024)
SEC Filing
0001405086-24-000271 ↗ filed Nov 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $117.3M Q1 2024 Q2 2024: $101.0M Q2 2024 Q3 2024: $54.9M $54.9M Q3 2024 Q4 2024: $22.5M Q4 2024 Q1 2025: $21.7M Q1 2025 Q2 2025: $17.9M Q2 2025 Q3 2025: $15.1M Q3 2025

Holdings 9 stocks · $54.9M
NEXT Nextdecade Corp. 54.06% 6,295,962 $29.7M Reduce -1.4%
PDD HOLDINGS INC (PDD 0 12/01/25) 27.50% 15,000,000 $15.1M Add +650.0%
ALX Alexander's Inc. 8.01% 18,125 $4.4M Reduce -53.1%
XAIR Beyond Air Inc. 6.59% 4,946,697 $3.6M New
DCTH Delcath Systems Inc. 2.10% 161,827 $1.2M No change
OBIO Orchestra Biomed Holdings Inc. 0.57% 60,869 $313K No change
EYENOVIA INC 0.52% 547,807 $283K No change
FORGE GLOBAL HOLDINGS INC 0.41% 170,458 $223K No change
RANI Rani Therapeutics Holdings Class A 0.25% 62,887 $136K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $124K (not counted above)
SecurityClassShares / PrincipalValueChange
EXELA TECHNOLOGIES INC (XELA 6 PERP B) 6% CONV PFD SR B 77,498$124KNo change

Total filed on the 13F, all lines: $55.0M.

Portfolio Sells Q2 2024 → Q3 2024
TALO Talos Energy Inc. Sold out 0.00% −27.68
FYBR Frontier Communications Pare Sold out 0.00% −9.26
ALX Alexander's Inc. Reduce -53.1% 8.01% −0.59
NEXT Nextdecade Corp. Reduce -1.4% 54.06% +3.91

Portfolio Buys Q2 2024 → Q3 2024
PDD HOLDINGS INC (PDD 0 12/01/25) Add +650.0% 27.50% +25.55
XAIR Beyond Air Inc. New 6.59% +6.59

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 9$15.1MXBP, HYPD, NEXT, DRIO, VBIO
Q2 2025 7$17.9MPDD HOLDINGS INC (PDD 0 12/01/25), NEXT, DRIO, XAIR, FRGE
Q1 2025 9$21.7MPDD HOLDINGS INC (PDD 0 12/01/25), ALX, NEXT, XAIR, DRIO
Q4 2024 10$22.5MPDD HOLDINGS INC (PDD 0 12/01/25), ALX, NEXT, XAIR, DCTH
Q3 2024 9$54.9MNEXT, PDD HOLDINGS INC (PDD 0 12/01/25), ALX, XAIR, DCTH
Q2 2024 10$101.0MNEXT, TALO, FYBR, ALX, PDD HOLDINGS INC (PDD 0 12/01/25)
Q1 2024 10$117.3MNEXT, TALO, STR, PDD HOLDINGS INC (PDD 0 12/01/25), FYBR