Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 1,197
Total Value: 3776684844
Accession Number: 0001667731-25-000551
Form Type: 13F-HR
CIK: 0002001015
Manager Name: Concurrent Investment Advisors, LLC

Data Enrichment

69% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3,776,684.844K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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RICHTECH ROBOTICS INC.

RR|765504105

11700

Value:

$23.2M

INTERNATIONAL TOWER HILL MINES LTD

THM|46050R102

35275(+0.0%)

Value:

$22.3M(+38.8%)

Apple Inc.

AAPL|037833100

100(-100.0%)

Value:

$22.2M(-100.0%)

IRIDEX CORP

IRIX|462684101

21944

Value:

$21.7M

KULR Technology Group, Inc.

KULR|50125G109

15831(+25.3%)

Value:

$20.9M(-53.4%)

ADVANCED MICRO DEVICES INC

AMD|007903107

200(-92.3%)

Value:

$20.5M(-93.5%)

Palo Alto Networks Inc

PANW|697435105

100(-99.6%)

Value:

$17.1M(-99.6%)

Broadcom Inc.

AVGO|11135F101

100(-99.9%)

Value:

$16.7M(-99.9%)

NEWMONT Corp /DE/

NEM|651639106

300(-99.1%)

Value:

$14.5M(-98.9%)

Apollo Global Management, Inc.

APO|03769M106

100(-99.5%)

Value:

$13.7M(-99.5%)

Alibaba Group Holding Ltd

BABA|01609W102

100(-98.5%)

Value:

$13.2M(-97.6%)

IceCure Medical Ltd.

ICCM|M53071136

10000(+0.0%)

Value:

$11.8M(+6.9%)

SANGAMO THERAPEUTICS, INC

SGMO|800677106

15000

Value:

$9.8M

Merck & Co., Inc.

MRK|58933Y105

100(-99.9%)

Value:

$9.0M(-99.9%)

83425V104

DTC|83425V104

52500(+18.4%)

Value:

$8.8M(-82.6%)

ODYSSEY MARINE EXPLORATION INC

OMEX|676118201

17000(+0.0%)

Value:

$6.8M(-44.4%)

Lemonade, Inc.

LMND|52567D107

200(-98.0%)

Value:

$6.3M(-98.3%)

Instrument	Shares		Other Manager	Value
Richtech Robotics Inc.(RRcusip765504105)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$23.2K	QoQ NEW(+$23.2K) YoY NEW(+$23.2K)
International Tower Hill Mines Ltd(THMcusip46050R102)	35.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$22.3K	QoQ +38.78% (+$6.2K) YoY -8.34% (-$2.0K)
Apple Inc.(AAPLcusip037833100)	100	QoQ -99.98% (-508.5K) YoY -66.66% (-200)	All Managers (Combined)	$22.2K	QoQ -99.98% (-$123.3M) YoY -56.82% (-$29.2K)
Iridex Corp(IRIXcusip462684101)	21.9K	QoQ NEW(+21.9K) YoY NEW(+21.9K)	All Managers (Combined)	$21.7K	QoQ NEW(+$21.7K) YoY NEW(+$21.7K)
Kulr Technology Group, Inc.(KULRcusip50125G109)	15.8K	QoQ +25.33% (-3.2K) YoY NEW(+15.8K)	All Managers (Combined)	$20.9K	QoQ -53.39% (-$23.9K) YoY NEW(+$20.9K)
Advanced Micro Devices Inc(AMDcusip007903107)	200	QoQ -92.30% (-2.4K) YoY -98.42% (-12.5K)	All Managers (Combined)	$20.5K	QoQ -93.45% (-$293.5K) YoY -99.10% (-$2.3M)
Palo Alto Networks Inc(PANWcusip697435105)	100	QoQ -99.59% (-24.3K) YoY -97.76% (-4.4K)	All Managers (Combined)	$17.1K	QoQ -99.61% (-$4.4M) YoY -98.65% (-$1.3M)
Broadcom Inc.(AVGOcusip11135F101)	100	QoQ -99.93% (-144.2K) YoY -98.58% (-7.0K)	All Managers (Combined)	$16.7K	QoQ -99.94% (-$33.4M) YoY -99.82% (-$9.4M)
Newmont Corp /De/(NEMcusip651639106)	300	QoQ -99.12% (-34.0K) YoY NEW(+300)	All Managers (Combined)	$14.5K	QoQ -98.86% (-$1.3M) YoY NEW(+$14.5K)
Apollo Global Management, Inc.(APOcusip03769M106)	100	QoQ -99.45% (-18.3K) YoY NEW(+100)	All Managers (Combined)	$13.7K	QoQ -99.54% (-$3.0M) YoY NEW(+$13.7K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	100	QoQ -98.45% (-6.4K) YoY -98.60% (-7.1K)	All Managers (Combined)	$13.2K	QoQ -97.59% (-$536.9K) YoY -97.44% (-$504.7K)
Icecure Medical Ltd.(ICCMcusipM53071136)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$11.8K	QoQ +6.88% (+$757) YoY NEW(+$11.8K)
Sangamo Therapeutics, Inc(SGMOcusip800677106)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$9.8K	QoQ NEW(+$9.8K) YoY NEW(+$9.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	100	QoQ -99.89% (-95.4K) YoY -99.87% (-82.8K)	All Managers (Combined)	$9.0K	QoQ -99.90% (-$9.5M) YoY -99.91% (-$10.9M)
(DTCcusip83425V104)	52.5K	QoQ +18.42% (-8.2K) YoY -43.80% (-40.9K)	All Managers (Combined)	$8.8K	QoQ -82.56% (-$41.7K) YoY -95.65% (-$193.9K)
Odyssey Marine Exploration Inc(OMEXcusip676118201)	17.0K	QoQ 0.00% (-0) YoY NEW(+17.0K)	All Managers (Combined)	$6.8K	QoQ -44.36% (-$5.4K) YoY NEW(+$6.8K)
Lemonade, Inc.(LMNDcusip52567D107)	200	QoQ -98.00% (-9.8K) YoY NEW(+200)	All Managers (Combined)	$6.3K	QoQ -98.28% (-$361.0K) YoY NEW(+$6.3K)