Cos Cob, CTCIK 17797634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Charles Riv Labs Intl Inc | 379.7K | $75.75M | 8.7% | +111.7K | Added |
| 2 | Intuitive Surgical Inc | 94.5K | $53.50M | 6.1% | +94.5K | New |
| 3 | Repligen Corp | 320.5K | $52.51M | 6.0% | +50.5K | Added |
| 4 | Jazz Pharmaceuticals PLC |
| 292.2K |
| $49.67M |
| 5.7% |
| +142.2K |
| Added |
| 5 | Veracyte Inc | 980.4K | $41.27M | 4.7% | +495.4K | Added |
| 6 | Boston Scientific Corp | 420.8K | $40.12M | 4.6% | +420.8K | New |
| 7 | Waters Corp | 105.2K | $39.95M | 4.6% | +105.2K | New |
| 8 | Brookdale Sr Living Inc | 3.49M | $37.68M | 4.3% | +653.3K | Added |
| 9 | Eli Lilly & Co | 35.0K | $37.66M | 4.3% | −14.5K | Reduced |
| 10 | Bruker Corp | 794.4K | $37.42M | 4.3% | +794.4K | New |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio