Lasry Marc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Lasry Marc reported 9 stock positions worth $21.7 million. Its top holding was PDD Holdings Inc. (pdd 0 12/01/25) at 67.9% of the portfolio, followed by Alexander's (ALX, 17.4%) and Nextdecade (NEXT, 9.1%). Compared with Q4 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Nextdecade (NEXT, shares +3%) and the biggest sale Beyond Air (XAIR, shares −41%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001259927
Portfolio Value
$21.7M (Q1 2025)
SEC Filing
0001405086-25-000131 ↗ filed May 14, 2025

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 Q3 2024 Q4 2024: $22.5M Q4 2024 Q1 2025: $21.7M $21.7M Q1 2025 Q2 2025: $17.9M Q2 2025 Q3 2025: $15.1M Q3 2025

Holdings 9 stocks · $21.7M
PDD HOLDINGS INC (PDD 0 12/01/25) 67.95% 15,000,000 $14.8M No change
ALX Alexander's Inc. 17.43% 18,125 $3.8M No change
NEXT Nextdecade Corp. 9.10% 254,270 $2.0M Add +3.4%
XAIR Beyond Air Inc. 2.05% 1,639,022 $447K Reduce -41.3%
DRIO Dariohealth Corp. 1.31% 464,908 $285K No change
OBIO Orchestra Biomed Holdings Inc. 1.20% 60,869 $261K No change
FORGE GLOBAL HOLDINGS INC 0.44% 170,458 $96K No change
RANI Rani Therapeutics Holdings Class A 0.36% 62,887 $79K No change
HYPD Hyperion Defi Inc. filed as EYENOVIA INC 0.15% 30,618 $34K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $17K (not counted above)
SecurityClassShares / PrincipalValueChange
EXELA TECHNOLOGIES INC (XELA 6 PERP B) 6% CONV PFD SR B 77,498$17KNo change

Total filed on the 13F, all lines: $21.8M.

Portfolio Sells Q4 2024 → Q1 2025
XAIR Beyond Air Inc. Reduce -41.3% 2.05% −2.39
DCTH Delcath Systems Inc. Sold out 0.00% −1.82

Portfolio Buys Q4 2024 → Q1 2025
NEXT Nextdecade Corp. Add +3.4% 9.10% +0.67

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