Baltimore, MDCIK 15957254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 105.4K | $113.27M | 5.8% | 0 | Held |
| 2 | Revolution Medicines Inc | 1.34M | $106.35M | 5.5% | 0 | Held |
| 3 | Argenx Se | 103.3K | $86.83M | 4.5% | −39.5K | Reduced |
| 4 | Travere Therapeutics Inc |
| 2.21M |
| $84.46M |
| 4.3% |
| +45.5K |
| Added |
| 5 | Madrigal Pharmaceuticals Inc | 139.6K | $81.31M | 4.2% | +1.9K | Added |
| 6 | Rhythm Pharmaceuticals Inc | 695.0K | $74.39M | 3.8% | −22.1K | Reduced |
| 7 | Exact Sciences Corp | 601.8K | $61.12M | 3.1% | +8.3K | Added |
| 8 | Mirum Pharmaceuticals Inc | 762.3K | $60.21M | 3.1% | +1.2K | Added |
| 9 | Insmed Inc | 319.3K | $55.56M | 2.9% | −65.8K | Reduced |
| 10 | Structure Therapeutics Inc | 748.2K | $52.04M | 2.7% | −202.9K | Reduced |
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