Location
New York, NY
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
127
Total value ($000)
$4,767,581
Net value change ($000)
-356,340 (-7.0%)
New positions
18
Sold out positions
27
Turnover %
19.7%
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 Q3 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)
AHCO 61,377 32.5%
XLO 33,739 NEW
TOI 32,137 NEW
Deciphera Pharmaceuticals, Inc. 26,827 96.9%
VTRS 26,007 10.2%
ESPR 25,000 NEW
FIGS 22,867 NEW
GKOS 21,796 73.1%
CNC 20,166 32.2%
BCRX 19,981 592.6%
Top Reduces (Value $000, Stocks/ETFs)
NUVL -67,887 -15.6%
TOI -49,700 -100.0%
WGS -42,818 -40.7%
CareMax, Inc. -33,222 -20.5%
BIODELIVERY SCIENCES INTERNATIONAL INC -33,015 -99.7%
ORGO -28,125 -26.5%
XLRN -24,955 -100.0%
KALV -22,207 -58.8%
FATE -21,456 -100.0%
Itamar Medical Ltd. -20,993 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 18,689 (0.4% 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