Location
New York, NY
Holdings as of
12/31/2019
Date filed
2/14/2020
Form type
13F-HR
Num holdings
76
Total value ($000)
$3,134,215
Net value change ($000)
New positions
68
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AHCO 188,855
Horizon Therapeutics Public Ltd Co 171,672
Mylan II B.V. 163,850
Orchard Therapeutics plc 121,856
QTTB 108,585
RYTM 98,482
MIRM 84,567
TNDM 81,150
XLRN 72,618
Ra Pharmaceuticals, Inc. 71,320
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,509 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type