New York, NYCIK 16092514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 91.3K | $44.5K | 15.7% | −6.4K | Reduced |
| 2 | Enanta Pharmaceuticals Inc | 2.77M | $43.6K | 15.4% | +651.9K | Added |
| 3 | Biomarin Pharmaceutical Inc | 524.8K | $31.2K | 11.0% | +119.3K | Added |
| 4 | Jazz Pharmaceuticals PLC |
| 167.8K |
| $28.5K |
| 10.1% |
| 0 |
| Held |
| 5 | Exelixis Inc | 493.5K | $21.6K | 7.6% | −25.0K | Reduced |
| 6 | Avadel Pharmaceuticals PLC | 855.9K | $18.4K | 6.5% | −100.0K | Reduced |
| 7 | Sanofi | 323.9K | $15.7K | 5.5% | 0 | Held |
| 8 | Supernus Pharmaceuticals Inc | 313.5K | $15.6K | 5.5% | −50.0K | Reduced |
| 9 | Cardinal Health Inc | 73.7K | $15.2K | 5.4% | 0 | Held |
| 10 | Indivior PLC | 339.5K | $12.2K | 4.3% | 0 | Held |
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