Juniper Investment Company, LLC
Hedge Fund • Activist
Juniper Investment Company, LLC is an Activist Hedge Fund based in New York, NY led by Alexis Platon Michas, reporting $382.3M in AUM as of Q3 2025 with 55% Healthcare concentration, with only 9 positions, and 22% allocation to AORT.
Managing PartnerAlexis Platon Michas
- Portfolio Value
- $261.4M
- Positions
- 9
- Top Holding
- AORT at 21.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Juniper Investment Company, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Devices Healthcare | $56.5M | 21.60% | -$32.2M Sold | 2.83% 1.3M shares | |
Education & Training Services Consumer Defensive | $55.5M | 21.24% | — | 7.47% 2.4M shares | |
Medical - Devices Healthcare | $46.4M | 17.76% | — | 10.37% 6.9M shares | |
Medical - Devices Healthcare | $41.7M | 15.94% | +$5.5M Bought | 7.21% 2.8M shares | |
Hardware, Equipment & Parts Technology | $38.9M | 14.88% | — | 5.13% 869.1K shares | |
Industrial - Machinery Industrials | $14.3M | 5.47% | — | 7.12% 1.0M shares | |
Computer Hardware Technology | $5.5M | 2.10% | — | 7.01% 535.2K shares | |
Hardware, Equipment & Parts Technology | $2.6M | 0.99% | — | 0.36% 109.8K shares | |
Medical - Instruments & Supplies Healthcare | $67.4K | 0.03% | — | 0.20% 15.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Juniper Investment Company, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+15.3% |
Analytics
Portfolio insights and performance metrics for Juniper Investment Company, LLC
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