13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001548594
Total reported value
$368.3M
$368.3M
5 檔
103.4%
The Q2 2024 SEC filing reveals that Battery Management Corp. held a total portfolio value of $368.3M, covering 5 public equity positions.
During Q2 2024, Battery Management Corp. performed routine portfolio adjustments (0 new buys, 1 additions, 1 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRZE | Braze Inc-a | Stock-Other | 48.08% | +1.60% | — | |
| 2 | CXM | Sprinklr Inc-a | Stock-Other | 29.61% | -0.02% | +12.61% | |
| 3 | AMPL | Amplitude Inc-class A | Stock-Other | 17.41% | — | -16.76% | |
| 4 | CSBR | Champions Oncology Inc | Stock-Other | 3.29% | +0.78% | — | |
| 5 | PETXQ | Wag! Group Co | Stock-Other | 1.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRZE | Braze Inc-a | +2% | — | Unchanged |
| 2 | CXM | Sprinklr Inc-a | +1.4% | +12.61% | Add |
| 3 | CSBR | Champions Oncology Inc | +0.7% | — | Unchanged |
| 4 | PETXQ | Wag! Group Co | -0.1% | — | Unchanged |
| 5 | AMPL | Amplitude Inc-class A | -4.1% | -16.76% | Trim |
According to official SEC Form 13F filings, Battery Management Corp. reported a total U.S. public equity portfolio value of $368.3M across 5 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRZE, CXM, AMPL) accounted for 103.4% of total reported equity market value during Q2 2024.
Top Position Liquidated / Trimmed
AMPL
前期市值: $97.4M
During Q2 2024, Battery Management Corp.'s top holdings by market value included BRZE (48.1%)、CXM (29.6%)、AMPL (17.4%). The largest single position, BRZE, represented 48.1% of total portfolio value.
In Q2 2024, Battery Management Corp. made 2 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.