13F Pro

Red Tree Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055980
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13F Reported Value

ⓘ

$111.8M

Holdings

3

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Red Tree Management, LLC disclosed 3 positions worth $111.8M in its Form 13F-HR for Q1 2026, led by $BCAX (Bicara Therapeutics Inc.) at 56.4% of the equity portfolio, followed by $CBLL and $CTNM. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Red Tree Management, LLC’s Form 13F-HR filing with the SEC under CIK 2055980.

AI Fund Analysis

Stable
BCAX$BCAX
56.4% weight
Held 6 quarters
CBLL$CBLL
36.1% weight
Held 6 quarters
CTNM$CTNM
7.5% weight
Held 6 quarters

Sector Allocation

Healthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Red Tree Management, LLC's 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Healthcare

$111.8M

Full Holdings — Red Tree Management, LLC (Q1 2026)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1BCAX$BCAXBicara Therapeutics Inc.$63.1M56.4%+0%—
2CBLL$CBLLCeribell, Inc.$40.4M36.1%+0%32.1
3CTNM$CTNMContineum Therapeutics, Inc.$8.3M7.5%+0%—

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AI-Powered Hedge Fund Analysis: Red Tree Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Red Tree Management, LLC (SEC CIK: 2055980), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Red Tree Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.