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$VELO:NASDAQ · Velo3D Inc - US

Sector: defensemanufacturing

Conviction from: NASDAQSerenity

52-week range: 2.8131.75

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 30-JUN-2026

Aggregate 13FScore 58 — mean of 2 scored holder(s) · buyers (new/add) avg 54. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Louis Bacon / Moore54Added +650%75,000$1,316,2500.0%
Paul Tudor Jones / Tudor63Trimmed -28%95,144$1,669,7770.0%

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Bullish · 2 mention(s), 1 personal-position post(s) · first 2026-01-23 · last 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 balance sheet.” post →

All 2 tweet(s) mentioning this ticker
DateTweet
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
2026-01-23@DonkeyCapital69 Sure, I’ll do one tomorrow. Those types of writeups take a lot of time! Was looking at some old ones back in 2025 like Nanya. Ended up 100%+ in just 3 months, which is crazy. I’ll add some stuff like $SKYT or $VELO this time that people asked my feedback on. · 63 likes · 6,525 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 2026-08-16.