Location
New York, NY
Holdings as of
12/31/2022
Date filed
2/14/2023
Form type
13F-HR
Num holdings
104
Total value ($000)
$4,831,008
Net value change ($000)
-192,732 (-3.8%)
New positions
13
Sold out positions
33
Turnover %
39.3%
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 2022
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 219,343 58.3%
SRPT 165,398 NEW
AMLX 99,506 NEW
SPRY 94,495 NEW
ADY 60,086 172.6%
CPRX 46,635 74.2%
PCVX 33,565 NEW
NAMS 27,034 NEW
ACH 23,026 NEW
Rain Oncology Inc. 22,370 NEW
Top Reduces (Value $000, Stocks/ETFs)
GILD -94,851 -100.0%
BIIB -88,110 -100.0%
AERIE PHARMACEUTICALS INC -73,456 -100.0%
LUNG -61,990 -100.0%
CareMax, Inc. -54,562 -48.5%
Silk Road Medical Inc -40,280 -35.3%
CYTK -39,395 -100.0%
RVMD -35,784 -62.8%
ImmunoGen, Inc. -34,141 -52.0%
PHAT -26,757 -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