New York, NYCIK 10559514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Edgewise Therapeutics Inc | 15.52M | $385.09M | 7.9% | 0 | Held |
| 2 | Eli Lilly & Co | 301.2K | $323.69M | 6.6% | 0 | Held |
| 3 | Boston Scientific Corp | 2.42M | $230.68M | 4.7% | −10.0K | Reduced |
| 4 |
| 2.72M |
| $184.47M |
| 3.8% |
| 0 |
| Held |
| 5 | Edwards Lifesciences Corp | 1.84M | $157.11M | 3.2% | +158.9K | Added |
| 6 | Upstream Bio Inc | 5.69M | $154.58M | 3.2% | 0 | Held |
| 7 | Intuitive Surgical Inc | 263.4K | $149.18M | 3.1% | −23.8K | Reduced |
| 8 | Sionna Therapeutics Inc | 3.56M | $146.53M | 3.0% | −143.3K | Reduced |
| 9 | Mbx Biosciences Inc | 3.94M | $124.12M | 2.5% | −67.7K | Reduced |
| 10 | Argenx Se | 146.0K | $122.78M | 2.5% | −26.3K | Reduced |
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