Red Tree Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Red Tree Management, LLC reported 4 stock positions worth $152.0 million. Its top holding was Ceribell (CBLL) at 37.6% of the portfolio, followed by Bicara Therapeutics (BCAX, 36.3%) and Cargo Therapeutics (CRGX, 19.9%).

Most Recent 13F
Q2 2026
Location
REDWOOD CITY, CA
CIK
0002055980
Portfolio Value
$152.0M (Q4 2024)
SEC Filing
0001104659-25-014096 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $152.0M $152.0M Q4 2024 Q1 2025: $92.6M Q1 2025 Q2 2025: $73.3M Q2 2025 Q3 2025: $82.9M Q3 2025 Q4 2025: $109.0M Q4 2025 Q1 2026: $111.8M Q1 2026 Q2 2026: $147.3M Q2 2026

Holdings 4 stocks · $152.0M
CBLL Ceribell Inc. 37.57% 2,205,661 $57.1M —
BCAX Bicara Therapeutics Inc. 36.35% 3,170,509 $55.2M —
CRGX Cargo Therapeutics Inc. 19.94% 2,100,732 $30.3M —
CTNM Contineum Therapeutics Inc. Class A 6.15% 638,158 $9.3M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$147.3MBCAX, CBLL, CTNM
Q1 2026 3$111.8MBCAX, CBLL, CTNM
Q4 2025 3$109.0MBCAX, CBLL, CTNM
Q3 2025 3$82.9MBCAX, CBLL, CTNM
Q2 2025 3$73.3MCBLL, BCAX, CTNM
Q1 2025 4$92.6MCBLL, BCAX, CRGX, CTNM
Q4 2024 4$152.0MCBLL, BCAX, CRGX, CTNM