New York, NYCIK 16010864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
357 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ptc Therapeutics Inc | 2.80M | $212.83M | 5.2% | −475.4K | Reduced |
| 2 | Madrigal Pharmaceuticals Inc | 265.7K | $154.73M | 3.8% | +145.7K | Added |
| 3 | Immunovant Inc | 5.75M | $146.09M | 3.6% | −88.8K | Reduced |
| 4 | Travere Therapeutics Inc |
| 3.76M |
| $143.82M |
| 3.5% |
| −2.96M |
| Reduced |
| 5 | Supernus Pharmaceuticals Inc | 2.76M | $137.37M | 3.4% | −72.0K | Reduced |
| 6 | Neurocrine Biosciences Inc | 820.2K | $116.33M | 2.8% | +123.2K | Added |
| 7 | Incyte Corp | 1.10M | $108.46M | 2.7% | −69.3K | Reduced |
| 8 | Amazon Com Inc | 367.6K | $84.86M | 2.1% | +58.2K | Added |
| 9 | Dentsply Sirona Inc | 7.30M | $83.42M | 2.0% | +1.56M | Added |
| 10 | Agios Pharmaceuticals Inc | 3.04M | $82.64M | 2.0% | +2.27M | Added |
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