Chicago, ILCIK 15801624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cidara Therapeutics Inc | 49.0K | $8.17M | 15.8% | +49.0K | New |
| 2 | Exact Sciences Corp | 86.1K | $6.56M | 12.7% | +86.1K | New |
| 3 | Janus Henderson Group PLC | 175.0K | $6.26M | 12.1% | +175.0K | New |
| 4 | Confluent Inc |
| 235.3K |
| $5.34M |
| 10.3% |
| +235.3K |
| New |
| 5 | Astria Therapeutics Inc | 530.0K | $5.24M | 10.1% | +530.0K | New |
| 6 | Hologic Inc | 85.0K | $4.78M | 9.2% | +85.0K | New |
| 7 | Amicus Therapeutics Inc | 400.0K | $4.28M | 8.3% | +400.0K | New |
| 8 | Hewlett Packard Enterprise C | 32.9K | $2.19M | 4.2% | 0 | Held |
| 9 | Avidity Biosciences Inc | 35.0K | $1.91M | 3.7% | +35.0K | New |
| 10 | Dayforce Inc | 34.6K | $1.80M | 3.5% | +34.6K | New |
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