For those investors who are looking for an edge or new investment ideas, have a look at the below baby whale. π
NANODIMENSION, INC
Registered Investment Advisor | AUM: $30.5 million | Largest Holding: TWST 35.22%
Nanodimension fundβs holdings are
100% concentrated in the
Healthcare sector, with nearly 75% of the entire portfolio allocated in two stocks,
$TWST and
$ICVX; the two positions have been held since Q4 2021, but they have crashed by 67% and 79%
(based on the estimated avg price paid), respectively.
$TWST, with a market cap of $2.4B, is
burning cash fast, and itβs miles away from breaking even. On the contrary,
$ICVX is still in the
early stages of development following its IPO and has a market cap of just $306.3M.