Location
New York, NY
Holdings as of
6/30/2023
Date filed
8/14/2023
Form type
13F-HR
Num holdings
101
Total value ($000)
$4,684,196
Net value change ($000)
+198,526 (4.4%)
New positions
18
Sold out positions
17
Turnover %
16.5%
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 2023
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 321,455 61.6%
ADY 54,955 50.4%
Merus N.V. 36,031 82.3%
ACH 34,074 60.6%
IDYA 29,373 122.7%
RVMD 28,881 160.7%
APLS 28,541 NEW
GH 26,633 145.9%
CABA 26,372 686.9%
CNC 23,039 33.9%
Top Reduces (Value $000, Stocks/ETFs)
NBIX -62,524 -35.4%
CPRX -61,588 -35.9%
MIRM -48,817 -100.0%
Intra-Cellular Therapies, Inc. -39,746 -100.0%
IVERIC bio, Inc. -36,606 -100.0%
AMLX -35,567 -61.1%
Silk Road Medical Inc -30,738 -45.5%
EOLS -30,194 -100.0%
BELLUS Health Inc. -25,783 -100.0%
KRYS -24,975 -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