Miami, FLCIK 19379645 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 682.2K | $118.73M | 19.1% | −50.0K | Reduced |
| 2 | Abivax SA | 600.7K | $81.01M | 13.0% | +375.3K | Added |
| 3 | Argenx Se | 64.7K | $54.41M | 8.7% | −13.6K | Reduced |
| 4 | Eli Lilly & Co |
| 50.5K |
| $54.27M |
| 8.7% |
| +21.8K |
| Added |
| 5 | Viking Therapeutics Inc | 719.4K | $25.31M | 4.1% | +573.2K | Added |
| 6 | Trevi Therapeutics Inc | 2.01M | $25.21M | 4.1% | +13.9K | Added |
| 7 | Soleno Therapeutics Inc | 533.7K | $24.71M | 4.0% | −138.5K | Reduced |
| 8 | Proshares Tr II | 442.1K | $24.55M | 3.9% | −95.3K | Reduced |
| 9 | Uniqure NV | 1.02M | $24.49M | 3.9% | +364.7K | Added |
| 10 | Newamsterdam Pharma Company | 503.9K | $17.68M | 2.8% | +309.1K | Added |
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