Stamford, CTCIK 17770154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
100 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Boston Scientific Corp | 500.5K | $47.73M | 4.5% | +66.2K | Added |
| 2 | Insulet Corp | 140.9K | $40.04M | 3.8% | +24.6K | Added |
| 3 | Dexcom Inc | 587.5K | $38.99M | 3.7% | +415.8K | Added |
| 4 | Stryker Corporation |
| 105.5K |
| $37.07M |
| 3.5% |
| +41.4K |
| Added |
| 5 | Cvs Health Corp | 450.2K | $35.73M | 3.4% | +70.7K | Added |
| 6 | Mckesson Corp | 36.4K | $29.82M | 2.8% | +7.8K | Added |
| 7 | Kalvista Pharmaceuticals Inc | 1.77M | $28.56M | 2.7% | +33.5K | Added |
| 8 | Mbx Biosciences Inc | 885.6K | $27.93M | 2.7% | +112.3K | Added |
| 9 | Kiniksa Pharmaceuticals Intl | 665.2K | $27.44M | 2.6% | −6.4K | Reduced |
| 10 | Masimo Corp | 200.0K | $26.01M | 2.5% | +200.0K | New |
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