CPMG Inc.
CPMG, Inc. is a private investment advisory firm based in Dallas, Texas, founded in 2005. It took over the advisory business of Cardinal Investment Company, Inc. and currently manages discretionary investment strategies. The firm offers services primarily to pooled investment vehicles and has approximately 6 employees, focusing on providing tailored investment management services to institutional and high net worth clients.
Investment Strategy
CPMG, Inc. specializes in discretionary advisory strategies, focusing on concentrated investments across public and private markets. The firm seeks long-term capital appreciation with a flexible, opportunistic mandate, investing in both equities and other assets selected based on fundamental analysis and conviction-driven research. CPMG is known for maintaining a focused portfolio, often holding positions in healthcare and other high-growth sectors, and pursues both growth and value opportunities by leveraging in-depth sector knowledge.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LUNR | INTUITIVE MACHINES INC | 61.18% | $13.5M | 1,240,968 | $10.80 | $10.87 | +$4.2M |
T TIL | INSTIL BIO INC | 38.82% | $8.6M | 410,922 | $7.62 | $20.83 | +$1.4M |