Burlington, VTCIK 161820510 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kla Corp | 21.9K | $26.59M | 15.6% | 0 | Held |
| 2 | Bristol-Myers Squibb Co | 302.8K | $16.34M | 9.6% | −14.0K | Reduced |
| 3 | Compass Therapeutics Inc | 1.59M | $8.55M | 5.0% | +720.0K | Added |
| 4 | Stoke Therapeutics Inc |
| 260.0K |
| $8.25M |
| 4.8% |
| +50.0K |
| Added |
| 5 | Lam Research Corp | 40.3K | $6.90M | 4.0% | +40.3K | New |
| 6 | Olema Pharmaceuticals Inc | 269.0K | $6.72M | 3.9% | +95.0K | Added |
| 7 | Structure Therapeutics Inc | 90.0K | $6.26M | 3.7% | +12.0K | Added |
| 8 | Protagonist Therapeutics Inc | 55.0K | $4.80M | 2.8% | +7.0K | Added |
| 9 | Acadia Pharmaceuticals Inc | 171.0K | $4.57M | 2.7% | 0 | Held |
| 10 | Ovintiv Inc | 107.5K | $4.21M | 2.5% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio