Red Tree Management, LLC

Portfolio Overview

Red Tree Management reports a very small, highly concentrated long-equity portfolio as of 2025-09-30. The 13F shows total disclosed long equity value of $32.84 million across just 2 holdings. The portfolio declined 25.1% from $43.85 million at the prior quarter (2025-06-30) to $32.84 million, while the number of holdings and share counts were unchanged. This combination — two positions only, no trading activity reported, and a material quarter-over-quarter drop in market val...