Battery Management Corp. BRZE BRAZE INC

Ownership history in Battery Management Corp.  ·  18 quarters on record

AI Ownership Summary

Battery Management Corp. reported BRAZE INC (BRZE) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 48.08% in 2024 Q2. The latest visible filing shows BRZE at 25.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRZE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Battery Management Corp.'s position in BRAZE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRZE was reported at 25.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
48.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Battery Management Corp. held BRZE — position size vs. price
% of Fund (quarterly)    BRZE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,628,289 +1,363,425 +41.8% 25.66% $109.3M 2026-05-15 $20.87
2025 Q4 ADDED 3,264,864 +839,864 +34.6% 17.98% $112.0M 2026-02-17 $16.93
2025 Q3 ADDED 2,425,000 +1,000,000 +70.2% 13.14% $69.0M 2025-11-14 $28.74
2025 Q2 UNCHANGED 1,425,000 0% 7.03% $40.0M 2025-08-14 $24.54
2025 Q1 REDUCED 14.2% -22.1% 1,425,000 -235,129 -14.2% 7.48% $51.4M 2025-05-15 $36.38
2024 Q4 REDUCED 64.8% -13.8% 1,660,129 -3,054,990 -64.8% 8.90% $69.5M 2025-02-06 $42.52
2024 Q3 UNCHANGED 4,715,119 0% 46.91% $152.5M 2024-11-12 $35.70
2024 Q2 UNCHANGED 4,715,119 0% 48.08% $183.1M 2024-08-13 $41.47
2024 Q1 UNCHANGED 4,715,119 0% 46.06% $208.9M 2024-05-08 $40.86
2023 Q4 ADDED 4,715,119 +1,472,505 +45.4% 44.80% $250.5M 2024-02-14 $59.14
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Battery Management Corp. and BRZE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Battery Management Corp. reported owning BRZE?

Battery Management Corp. reported BRZE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRZE position in Battery Management Corp.'s portfolio?

The largest reported portfolio weight for BRZE was 48.08% in 2024 Q2.

What is the latest reported BRZE position on this page?

The most recent filing on this page is 2026 Q1, when Battery Management Corp. reported 4,628,289 shares, equal to 25.66% of portfolio, with an estimated market value of $109.3M.

What does the chart on this BRZE ownership page compare?

The chart compares Battery Management Corp.'s quarterly BRZE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Battery Management Corp. time their BRZE position?

Based on 13F filing dates vs. subsequent BRZE price moves, Battery Management Corp. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on BRZE relative to SPY over the holding period was -32.8%.

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