New York, NYCIK 17732064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 1.25M | $217.55M | 11.0% | −350.0K | Reduced |
| 2 | Revolution Medicines Inc | 1.20M | $95.58M | 4.8% | +800.0K | Added |
| 3 | Vera Therapeutics Inc | 1.80M | $91.15M | 4.6% | +100.0K | Added |
| 4 | Cytokinetics Inc |
| 1.40M |
| $88.96M |
| 4.5% |
| 0 |
| Held |
| 5 | Regeneron Pharmaceuticals | 105.0K | $81.05M | 4.1% | +55.0K | Added |
| 6 | Medtronic PLC | 675.0K | $64.84M | 3.3% | +525.0K | Added |
| 7 | Intuitive Surgical Inc | 110.0K | $62.30M | 3.2% | +85.0K | Added |
| 8 | Rhythm Pharmaceuticals Inc | 475.0K | $50.84M | 2.6% | +255.0K | Added |
| 9 | Alignment Healthcare Inc | 2.20M | $43.45M | 2.2% | +600.0K | Added |
| 10 | Cardinal Health Inc | 200.0K | $41.10M | 2.1% | +70.0K | Added |
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