Location
New York, NY
Holdings as of
12/31/2023
Date filed
2/14/2024
Form type
13F-HR
Num holdings
222
Total value ($000)
$5,415,639
Net value change ($000)
+876,846 (19.3%)
New positions
154
Sold out positions
14
Turnover %
11.1%
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 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 552,152 60.1%
OSCR 102,908 NEW
SpringWorks Therapeutics, Inc. 57,810 158.3%
Fusion Pharmaceuticals Inc. 54,174 738.1%
CPRX 53,658 56.0%
BAX 52,527 NEW
RVMD 40,142 82.8%
RayzeBio, Inc. 36,818 143.1%
KURA 36,506 91.5%
BKD 33,603 64.0%
Top Reduces (Value $000, Stocks/ETFs)
INTERCEPT PHARMACEUTICALS, INC. -38,524 -100.0%
CareMax, Inc. -25,743 -76.5%
AHCO -24,630 -19.9%
ROIV -18,740 -100.0%
GH -18,003 -45.7%
NBIX -17,941 -13.2%
CRBU -16,730 -100.0%
BIO -13,409 -21.5%
TARS -13,399 -100.0%
DNLI -12,275 -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