| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Paul Tudor Jones / Tudor | 63 | Added +129% | 103,096 | $2,492,861 | 0.0% |
| Steve Cohen / Point72 | 80 | Added +173% | 100,252 | $2,424,093 | 0.0% |
“$MRAM is interesting. Good balance sheet, and very high upside vertical. Also need to make a correction to $VELO above, they have around $49.9M in cash -$11m Q4, so they're probably sitting on $38m now with $23m debt | $64m in liabilities, which looks slightly better. But still not the best balance sheet.” post →
| Date | Tweet |
|---|---|
| 2026-01-24 | $MRAM is interesting. Good balance sheet, and very high upside vertical. Also need to make a correction to $VELO above, they have around $49.9M in cash -$11m Q4, so they're probably sitting on $38m now with $23m debt | $64m in liabilities, which looks slightly better. But still not the best balanc… → · 56 likes · 31,361 views |
| 2026-01-22 | @Lotharinvest $MRAM does not sit inside the $NVDA / $MU HBM4 stack. → · 31 likes · 43,725 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-17.