SCHEDULE 13G: Leavitt Equity Partners Discloses 7.8% Stake in Allurion Technologies

Leavitt Equity Partners and its affiliates have disclosed a beneficial ownership of 7.8% in Allurion Technologies, Inc., holding 462,762 shares of common stock.

Summary

• Leavitt Equity Partners III, L.P., along with its general partner Leavitt Equity Partners III, LLC, investment advisor LEP Management LLC, manager Leavitt Legacy, LLC, and individual Taylor Leavitt, collectively reported beneficial ownership.
• The reporting group holds an aggregate of 462,762 shares of Allurion Technologies, Inc. common stock.
• This ownership represents 7.8% of the company's outstanding common stock.
• The calculation is based on 5,961,714 shares of common stock outstanding, as disclosed in Allurion Technologies' Prospectus Supplement filed on February 20, 2025.
• The reported shares include 462,762 shares of common stock, but exclude an additional 702,038 shares that cannot currently be acquired upon warrant exercise due to a 4.99% beneficial ownership cap.
• The reporting persons share both voting and dispositive power over all 462,762 beneficially owned shares.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. The presence of a significant investor can be seen as mildly positive, but the filing itself does not convey strong positive or negative news about the company's operations or financial health.

Positives

• The disclosure of a significant beneficial ownership stake by an investment group like Leavitt Equity Partners can signal confidence in Allurion Technologies, Inc.'s future prospects.
• The investment group's long-term holding intent, as indicated by the Schedule 13G filing (ordinary course of business, not for control), suggests a passive, supportive investment.

Future Outlook

This document is a beneficial ownership disclosure and does not contain any forward-looking statements or guidance from Allurion Technologies, Inc. or the reporting persons regarding the company's future performance or strategy.

Industry Context

This filing is a standard disclosure of a significant ownership stake by an investment group in a publicly traded company. It does not provide specific insights into broader industry trends or competitive landscape, but rather focuses on a particular investor's position within Allurion Technologies, Inc.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant ownership stake held by Leavitt Equity Partners and its affiliates, which can influence market perception and trading dynamics.

Key Dates

Keywords

Allurion Technologies, Leavitt Equity Partners, Beneficial Ownership, Schedule 13G, Common Stock, Investment, SEC Filing