Location
New York, NY
Holdings as of
6/30/2021
Date filed
8/16/2021
Form type
13F-HR
Num holdings
143
Total value ($000)
$5,629,668
Net value change ($000)
+871,323 (18.3%)
New positions
29
Sold out positions
24
Turnover %
41.6%
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 Q1 2021
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)
Singular Genomics Systems, Inc. 250,398 NEW
CareMax, Inc. 216,446 NEW
AHCO 117,832 140.7%
ORGO 65,451 119.9%
QUIDEL CORP /DE/ 52,429 NEW
GLPG 45,261 NEW
HOWL 44,521 NEW
KURA 37,405 NEW
LUNG 36,595 85.4%
Silk Road Medical Inc 29,745 120.2%
Top Reduces (Value $000, Stocks/ETFs)
BSX -110,423 -100.0%
ALXN -88,573 -100.0%
BIIB -86,723 -100.0%
CareMax, Inc. -82,158 -100.0%
TOI -54,432 -52.2%
CNC -54,336 -42.8%
Ortho Clinical Diagnostics Holdings plc -45,400 -100.0%
EWTX -43,933 -34.4%
CYTK -35,067 -58.9%
HRC -30,920 -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