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The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 13, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$4.94B
sum of reported positions
Reported positions
117
Changes vs prior quarter
89
27 new · 10 exited
Filings on record
8
Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024
Across 131 measured positions in 7 quarters, the typical new or larger position finished −3.0 pts against the S&P 500 and 43% finished ahead of it. For scale, across all 501 funds with a result: −2.2 pts typical, 44% ahead.
Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.
Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.
| Company | Shares | Value | Weight |
|---|---|---|---|
| 9.58M | $527M | 10.7% | |
| 2.94M | $337M | 6.8% | |
| 11.4M | $209M | 4.2% | |
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
Change in the reported value against the quarter before.
Weights are within the disclosed 13F portfolio, for the ten largest lines.
| Q1 2026 | Q2 2026 | |
|---|---|---|
| Reported value | $3.61B | $4.94B |
| Positions | 100 | 117 |
| Biggest line | — | Scholar Rock Holding 11% |
| 1.66M |
| $204M |
| 4.1% |
| 6.18M | $193M | 3.9% |
| 900K | $169M | 3.4% |
| 5.6M | $166M | 3.4% |
| 1.72M | $140M | 2.8% |
| 465K | $133M | 2.7% |
| 3.18M | $129M | 2.6% |
| 1.14M | $126M | 2.6% |
| 44.3M | $106M | 2.2% |
| 1.77M | $90.1M | 1.8% |
| 969K | $86M | 1.7% |
| 2.99M | $81.9M | 1.7% |
| 1.32M | $79.6M | 1.6% |
| 7.69M | $76.8M | 1.6% |
| 576K | $76.8M | 1.6% |
| 2.09M | $76.6M | 1.6% |
| 2.42M | $74.6M | 1.5% |
| 1.86M | $72M | 1.5% |
| 3.65M | $68.3M | 1.4% |
| 9.85M | $67.1M | 1.4% |
| 1.42M | $66.8M | 1.4% |
| 2M | $65.3M | 1.3% |
Scholar Rock Holding (SRRK)
10.8M → 9.58M shares (−12%)
Kymera Therapeutics (KYMR)
3.19M → 2.94M shares (−8%)
Erasca (ERAS)
11.2M → 11.4M shares (+1%)
Veradermics (MANE)
1.51M → 1.66M shares (+10%)
Tango Therapeutics (TNGX)
5.66M → 6.18M shares (+9%)
Revolution Medicines (RVMD)
1.11M → 900K shares (−19%)
Bicara Therapeutics (BCAX)
5.8M → 5.6M shares (−3%)
Arrowhead Pharmaceuticals (ARWR)
1.62M → 1.72M shares (+6%)
Edgewise Therapeutics (EWTX)
4.43M → 3.18M shares (−28%)
Rhythm Pharmaceuticals (RYTM)
726K → 1.14M shares (+57%)
Enliven Therapeutics (ELVN)
746K → 1.77M shares (+138%)
Spyre Therapeutics (SYRE)
819K → 969K shares (+18%)
Parabilis Medicines (PBLS)
2.99M shares
Abivax (ABVX)
576K shares
Hemab Therapeutics Holdings (COAG)
2.09M shares
Arcus Biosciences, Inc. (RCUS)
3.01M → 2.42M shares (−20%)
Cogent Biosciences (COGT)
1.71M → 1.86M shares (+9%)
Relay Therapeutics (RLAY)
3.65M shares
Taysha Gene Therapies (TSHA)
8.83M → 9.85M shares (+12%)
Definium Therapeutics (DFTX)
919K → 1.42M shares (+54%)
Disc Medicine (IRON)
988K → 888K shares (−10%)
Cytokinetics (CYTK)
614K → 759K shares (+24%)
Septerna (SEPN)
2M → 1.9M shares (−5%)
Olema Pharmaceuticals (OLMA)
4.76M → 4.86M shares (+2%)
Crinetics Pharmaceuticals Inc
1.9M → 1.42M shares (−25%)
