Location
New York, NY
Holdings as of
9/30/2021
Date filed
11/15/2021
Form type
13F-HR
Num holdings
133
Total value ($000)
$5,123,921
Net value change ($000)
-505,747 (-9.0%)
New positions
19
Sold out positions
37
Turnover %
40.9%
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 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)
NUVL 436,140 NEW
WGS 105,110 NEW
IVERIC bio, Inc. 42,595 117.0%
NBIX 39,012 55.3%
CYTK 30,422 124.2%
GKOS 29,817 NEW
VINC 22,303 NEW
DAWN 21,948 117.7%
AERIE PHARMACEUTICALS INC 20,715 156.7%
Montes Archimedes Acquisition Corp 18,700 NEW
Top Reduces (Value $000, Stocks/ETFs)
Singular Genomics Systems, Inc. -148,435 -59.3%
CareMax, Inc. -54,363 -25.1%
ZBH -54,357 -100.0%
CONSTELLATION PHARMACEUTICALS INC -54,128 -100.0%
QUIDEL CORP /DE/ -52,429 -100.0%
Acutus Medical, Inc. -50,312 -68.2%
GLPG -45,261 -100.0%
REATA PHARMACEUTICALS INC -42,459 -100.0%
ACH -42,182 -100.0%
BCRX -41,449 -92.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,412 (0.2% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type