Location
New York, NY
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
367
Total value ($000)
$5,748,070
Net value change ($000)
+332,431 (6.1%)
New positions
224
Sold out positions
77
Turnover %
10.5%
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 Q4 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)
LRMR 84,068 109.1%
Fusion Pharmaceuticals Inc. 74,955 121.9%
AHCO 53,397 53.8%
BNTX 52,543 NEW
SPRY 52,509 86.5%
VTRS 40,335 18.7%
CNC 39,053 26.4%
KURA 39,032 51.1%
OSCR 36,470 35.4%
KYTX 36,324 NEW
Top Reduces (Value $000, Stocks/ETFs)
RayzeBio, Inc. -62,551 -100.0%
BAX -52,265 -99.5%
SpringWorks Therapeutics, Inc. -31,172 -33.0%
CABA -24,102 -52.9%
NBIX -22,849 -19.3%
PODD -19,958 -51.4%
Deciphera Pharmaceuticals, Inc. -12,709 -13.6%
DCGO -9,118 -30.7%
QDEL -8,965 -35.0%
REPL -8,713 -57.0%
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