Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WVE
Wave Life Sciences Ltd.

Healthcare
40
+ 27.59%
$8.08 - $13.51 $323 - $540
185 $1.5M
PCT
Pure Cycle Technologies, Inc.

Industrials
45
+ 24.32%
$6.92 - $10.9 $311 - $491
230 $1.59M
SONO
Sonos Inc

Technology
20
+ 16.67%
$10.67 - $15.08 $213 - $302
140 $1.49M
LOB
Live Oak Bancshares, Inc.

Financial Services
10
+ 22.22%
$26.57 - $41.33 $266 - $413
55 $1.47M
FSLY
Fastly, Inc.

Technology
35
+ 20.0%
$6.33 - $10.92 $222 - $382
210 $1.33M
ENR
Energizer Holdings, Inc.

Industrials
5
+ 5.26%
$29.28 - $35.79 $146 - $179
100 $2.99M
MXL
Maxlinear Inc

Technology
60
+ 54.55%
$10.86 - $24.92 $652 - $1.5K
170 $1.85M
CMCO
Columbus Mckinnon Corp

Industrials
40
+ 80.0%
$15.95 - $37.61 $638 - $1.5K
90 $1.52M
ASAN
Asana, Inc.

Technology
10
+ 11.76%
$12.64 - $24.28 $126 - $243
95 $1.38M
EPAM
Epam Systems, Inc.

Technology
16
+ 34.04%
N/A
63 $10.6M
MARA
Marathon Digital Holdings, Inc.

Financial Services
110
+ 35.48%
N/A
420 $4.83M
ARVN
Arvinas, Inc.

Healthcare
25
+ 55.56%
$7.02 - $20.5 $176 - $513
70 $491K
KYMR
Kymera Therapeutics, Inc.

Healthcare
5
+ 12.5%
$27.37 - $44.36 $137 - $222
45 $1.23M
LC
Lending Club Corp

Financial Services
60
+ 35.29%
$10.25 - $17.51 $615 - $1.05K
230 $2.37M
HI
Hillenbrand, Inc.

Industrials
20
+ 15.38%
$24.14 - $35.33 $483 - $707
150 $3.62M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
5
+ 12.2%
$38.82 - $64.98 $194 - $325
46 $1.79M
GDYN
Grid Dynamics Holdings, Inc.

Technology
15
+ 15.79%
$15.65 - $24.05 $235 - $361
110 $1.72M
AI
C3.Ai, Inc.

Technology
45
+ 45.0%
$20.92 - $36.93 $941 - $1.66K
145 $3.05M
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 1.39%
$63.38 - $72.02 $317 - $360
365 $23.9M
UEC
Uranium Energy Corp

Energy
120
+ 23.08%
$4.77 - $8.2 $572 - $984
640 $3.06M
CIFR
Cipher Mining Inc.

Financial Services
75
+ 29.41%
$2.3 - $6.08 $173 - $456
330 $759K
MNKD
Mannkind Corp

Healthcare
15
+ 4.11%
$4.92 - $6.6 $73.8 - $99
380 $1.91M
DYN
Dyne Therapeutics, Inc.

Healthcare
30
+ 50.0%
$10.46 - $25.46 $314 - $764
90 $941K
Encore Energy Corp Com New
15
+ 6.0%
N/A
265 $363K
WNC
Wabash National Corp

Industrials
5
+ 5.56%
$10.59 - $17.28 $53 - $86.4
95 $1.05M
GTLS
Chart Industries Inc

Industrials
13
+ 25.49%
$141.99 - $218.35 $1.85K - $2.84K
64 $9.24M
WWW
Wolverine World Wide Inc

Consumer Cyclical
30
+ 27.27%
$13.28 - $23.98 $398 - $719
140 $1.95M
CR
Crane Holdings, Co.

Industrials
1
+ 1.33%
$150.33 - $175.81 $150 - $176
76 $3.88M
AMBC
Ambac Financial Group Inc

Financial Services
5
+ 3.52%
$8.25 - $12.41 $41.3 - $62.1
147 $1.29M
MC
Moelis & CO

Financial Services
15
+ 16.67%
$57.91 - $81.2 $869 - $1.22K
105 $6.13M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3
+ 25.0%
$125.01 - $201.52 $375 - $605
15 $1.88M
VCYT
Veracyte, Inc.

Healthcare
20
+ 17.39%
$29.65 - $46.14 $593 - $923
135 $4M
TRN
Trinity Industries Inc

Industrials
10
+ 8.2%
$28.06 - $39.45 $281 - $395
132 $3.7M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
35
+ 35.0%
$32.3 - $53.15 $1.13K - $1.86K
135 $4.53M
CABO
Cable One, Inc.

Communication Services
1
+ 11.11%
$226.48 - $373.32 $226 - $373
10 $2.66M
U
Unity Software Inc.

Technology
5
+ 2.04%
$19.44 - $28.34 $97.2 - $142
250 $4.9M
JOBY
Joby Aviation, Inc.

Industrials
210
+ 23.46%
$5.99 - $10.27 $1.26K - $2.16K
1.11K $6.65M
WULF
Terawulf Inc.

Financial Services
100
+ 30.77%
$2.73 - $6.82 $273 - $682
425 $1.16M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
60
+ 22.14%
$18.53 - $29.07 $1.11K - $1.74K
331 $6.28M
Neumora Therapeutics Inc. Com
300
+ 285.71%
N/A
405 $405K
REZI
Resideo Technologies, Inc.

Industrials
15
+ 7.81%
$16.92 - $23.77 $254 - $357
207 $3.66M
RDNT
Rad Net, Inc.

Healthcare
15
+ 20.0%
$45.92 - $72.75 $689 - $1.09K
90 $4.48M
GERN
Geron Corp

Healthcare
120
+ 23.76%
$1.59 - $3.6 $191 - $432
625 $994K
QS
Quantum Scape Corp

Consumer Cyclical
25
+ 2.86%
$4.15 - $6.58 $104 - $165
900 $3.74M
ALGT
Allegiant Travel CO

Industrials
5
+ 20.0%
$51.65 - $105.3 $258 - $527
30 $1.55M
KEYS
Keysight Technologies, Inc.

Technology
12
+ 5.0%
$148.16 - $185.11 $1.78K - $2.22K
252 $37.7M
CRGY
Crescent Energy CO

Energy
11
+ 3.93%
$10.3 - $16.74 $113 - $184
291 $3.27M
RJF
Raymond James Financial Inc

Financial Services
47
+ 10.49%
$137.62 - $172.64 $6.47K - $8.11K
495 $68.8M
BANR
Banner Corp

Financial Services
10
+ 2.04%
$62.19 - $71.35 $622 - $714
500 $31.9M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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