Location
New York, NY
Holdings as of
6/30/2024
Date filed
8/14/2024
Form type
13F-HR
Num holdings
433
Total value ($000)
$6,010,511
Net value change ($000)
+262,441 (4.6%)
New positions
226
Sold out positions
161
Turnover %
19.5%
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 2024
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)
WAY 106,468 NEW
GILD 102,298 NEW
CVS 57,584 NEW
BAX 52,510 20042.0%
ALHC 44,227 107.8%
Merus N.V. 43,379 36.4%
CGEM 37,806 194.9%
ALNY 29,111 NEW
CATX 28,093 NEW
BCRX 24,904 98.1%
Top Reduces (Value $000, Stocks/ETFs)
Fusion Pharmaceuticals Inc. -136,469 -100.0%
Deciphera Pharmaceuticals, Inc. -80,652 -100.0%
SpringWorks Therapeutics, Inc. -63,158 -100.0%
ACH -49,144 -36.4%
IDYA -41,787 -36.2%
VKTX -38,007 -100.0%
NKTX -33,695 -60.0%
CATX -33,531 -100.0%
OSCR -29,274 -21.0%
VTRS -28,023 -11.0%
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