New York, NYCIK 16970134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vera Therapeutics Inc | 3.07M | $155.58M | 8.7% | +264.5K | Added |
| 2 | Gsk PLC | 2.68M | $131.41M | 7.4% | +559.3K | Added |
| 3 | United Therapeutics Corp Del | 252.6K | $123.08M | 6.9% | −628 | Reduced |
| 4 | Abivax SA |
| 657.8K |
| $88.71M |
| 5.0% |
| +231.3K |
| Added |
| 5 | Natera Inc | 334.5K | $76.63M | 4.3% | −185.2K | Reduced |
| 6 | Syndax Pharmaceuticals Inc | 3.31M | $69.64M | 3.9% | −152.9K | Reduced |
| 7 | Viridian Therapeutics Inc | 1.78M | $55.46M | 3.1% | −142.1K | Reduced |
| 8 | Vaxcyte Inc | 1.20M | $55.26M | 3.1% | −224.3K | Reduced |
| 9 | Travere Therapeutics Inc | 1.17M | $44.90M | 2.5% | −242.2K | Reduced |
| 10 | Hca Healthcare Inc | 95.9K | $44.76M | 2.5% | −15.8K | Reduced |
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