Location
New York, NY
Holdings as of
3/31/2021
Date filed
5/17/2021
Form type
13F-HR
Num holdings
133
Total value ($000)
$4,758,345
Net value change ($000)
-301,437 (-6.0%)
New positions
32
Sold out positions
33
Turnover %
42.5%
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 Q4 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)
EWTX 127,827 NEW
BSX 95,791 654.7%
NBIX 70,506 NEW
ORGO 54,581 NEW
TERN 51,611 NEW
Ortho Clinical Diagnostics Holdings plc 45,400 NEW
TOI 45,214 76.7%
ZBH 42,510 290.4%
Apria, Inc. 33,516 NEW
NUVB 31,350 NEW
Top Reduces (Value $000, Stocks/ETFs)
CALC -123,961 -80.9%
NKTX -87,280 -100.0%
Acutus Medical, Inc. -67,037 -53.6%
SpringWorks Therapeutics, Inc. -63,550 -60.7%
Oak Street Health, Inc. -58,167 -100.0%
TOI -56,051 -100.0%
VTRS -54,049 -18.3%
CareMax, Inc. -50,400 -100.0%
Oncorus, Inc. -48,273 -52.4%
Axonics, Inc. -39,936 -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