Location
New York, NY
Holdings as of
9/30/2020
Date filed
12/30/2020
Form type
13F-HR/A - RESTATEMENT
Num holdings
105
Total value ($000)
$4,106,901
Net value change ($000)
+673,014 (19.6%)
New positions
30
Sold out positions
18
Turnover %
37.2%
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 Q2 2020
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)
Acutus Medical, Inc. 129,386 NEW
IMMUNOMEDICS INC 105,224 115.9%
NKTX 72,708 NEW
CALC 67,131 NEW
Oak Street Health, Inc. 50,825 NEW
CNC 50,322 89.4%
ANNX 48,907 NEW
ALXN 45,406 217.5%
CareMax, Inc. 35,717 NEW
Horizon Therapeutics Public Ltd Co 33,921 31.3%
Top Reduces (Value $000, Stocks/ETFs)
SDGR -123,269 -100.0%
HOLX -52,311 -67.0%
MCK -42,664 -100.0%
Silk Road Medical Inc -31,208 -100.0%
ALEC -25,584 -62.4%
DBVT -22,627 -100.0%
FOLD -21,353 -100.0%
VAPOTHERM INC -21,199 -100.0%
Mirati Therapeutics, Inc. -20,537 -100.0%
Cardiovascular Systems Inc -20,508 -100.0%
Instrument mix + QoQ Δ (ex-options)
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