Location
New York, NY
Holdings as of
3/31/2023
Date filed
5/15/2023
Form type
13F-HR
Num holdings
106
Total value ($000)
$4,485,670
Net value change ($000)
-345,338 (-7.1%)
New positions
18
Sold out positions
12
Turnover %
20.2%
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 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)
CPRX 62,237 56.9%
VTRS 51,624 46.4%
Deciphera Pharmaceuticals, Inc. 42,124 109.4%
Intra-Cellular Therapies, Inc. 39,746 NEW
ACH 33,245 144.4%
LUNG 26,862 NEW
DCGO 26,460 NEW
BCRX 23,060 NEW
CNC 21,615 46.6%
VTYX 20,670 NEW
Top Reduces (Value $000, Stocks/ETFs)
SRPT -165,398 -100.0%
NUVL -73,767 -12.4%
PHR -44,214 -100.0%
AMLX -41,286 -41.5%
IVERIC bio, Inc. -36,720 -50.1%
ImmunoGen, Inc. -31,537 -100.0%
ANAB -22,666 -63.0%
PCVX -22,508 -67.1%
SPRY -22,378 -23.7%
DAWN -20,746 -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