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Showing Q2 2024 data
Triatomic Management LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Triatomic Management LP
•CIK: 1852813•Filing: Q2 2024
**Triatomic Management LP** maintains a concentrated portfolio of 8 positions with $3M in assets under management. The fund exhibits significant conviction in its top holdings, notably allocating $1.1M to GOTU and $0.8M to W. Further substantial exposure includes $0.6M in MRNA and $0.4M each in EXPI and TOI. This structure suggests a targeted, high-conviction approach across select market sectors.
Total AUM
$3.4M
QoQ Performance
-60.4%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q2 2024
Top Holdings Allocation
GOTU
W
MRNA
EXPI
TOI
GOTU33.8%
W23.3%
MRNA18.4%
EXPI11.7%
TOI10.9%
CAREMAX1.7%
SENTI0.1%
CAREMAX0.0%
📈 Biggest Buys
📉 Biggest Sells
—
SENTI BIOSCIENCES INC
-95.0%
0.1% of portfolio
—
CAREMAX INC
-47.3%
1.7% of portfolio
TOI
THE ONCOLOGY INSTITUTE INC
-9.2%
10.9% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q1 2024
+14 more exited positions
Changes from Q1 2024
NEW2 new positions
↑1 increased
↓3 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023