New York, NYCIK 14932154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
91 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Madrigal Pharmaceuticals Inc | 1.99M | $1.16B | 11.6% | 0 | Held |
| 2 | Insmed Inc | 4.84M | $842.85M | 8.4% | +1.76M | Added |
| 3 | Ptc Therapeutics Inc | 7.75M | $588.42M | 5.9% | 0 | Held |
| 4 | Argenx Se |
| 673.5K |
| $566.38M |
| 5.7% |
| 0 |
| Held |
| 5 | Protagonist Therapeutics Inc | 5.06M | $441.86M | 4.4% | −697.2K | Reduced |
| 6 | Natera Inc | 1.50M | $343.63M | 3.4% | −500.0K | Reduced |
| 7 | Radnet Inc | 3.94M | $281.01M | 2.8% | +1.12M | Added |
| 8 | Tarsus Pharmaceuticals Inc | 3.34M | $273.10M | 2.7% | +157.9K | Added |
| 9 | Cogent Biosciences Inc | 7.59M | $269.68M | 2.7% | +4.12M | Added |
| 10 | Penumbra Inc | 866.5K | $269.40M | 2.7% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio