DOSSIER · 13F-HR · Q1 2026
Baer Investment Advisory LLC
Baer Investment Advisory's hedge fund based in New York, NY — $100M in tracked AUM across 38 positions as of Q1 2026.
BI
Baer Investment Advisory·New York, NY·Hedge Fund
CIK 0002057153 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Baer Investment Advisory LLC
Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $105.06M
1. Portfolio Overview
Baer Investment Advisory LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm experienced a massive expansion in Assets Under Management (AUM), with the total portfolio value surging by 154.5%, rising from $41.28M in the previous quarter to $105.06M. This...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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