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The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$5.38B
sum of reported positions
Reported positions
125
Changes vs prior quarter
121
39 new · 24 exited
Filings on record
9
Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024
Across 124 measured positions in 8 quarters, the typical new or larger position finished +0.6 pts against the S&P 500 and 52% 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 |
|---|---|---|---|
| 15.5M | $631M | 11.7% | |
| 6.78M | $344M | 6.4% | |
| 258K | $309M | 5.7% | |
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 | $4.88B | $5.38B |
| Positions | 110 | 125 |
| Biggest line | — | Edgewise Therapeutics 12% |
| 3.43M |
| $189M |
| 3.5% |
| 2.72M | $184M | 3.4% |
| 916K | $171M | 3.2% |
| 2.21M | $119M | 2.2% |
| 2.56M | $112M | 2.1% |
| 7.17M | $107M | 2.0% |
| 3.03M | $105M | 2.0% |
| 584K | $87.6M | 1.6% |
| 93K | $86.2M | 1.6% |
| 663K | $85.2M | 1.6% |
| 1.81M | $83.3M | 1.5% |
| 230K | $77M | 1.4% |
| 835K | $75.5M | 1.4% |
| 13.7M | $73.2M | 1.4% |
| 547K | $72.8M | 1.4% |
| 3.24M | $71.9M | 1.3% |
| 262K | $71.1M | 1.3% |
| 973K | $69.1M | 1.3% |
| 161K | $67M | 1.2% |
| 8.29M | $66.4M | 1.2% |
| 244K | $65.2M | 1.2% |
| 164K | $65.2M | 1.2% |
Eli Lilly (LLY)
237K → 258K shares (+9%)
Astrazeneca (AZN)
670K → 916K shares (+37%)
Structure Therapeutics (GPCR)
1.48M → 2.21M shares (+50%)
Guardant Health (GH)
435K → 584K shares (+34%)
Praxis Precision Medicines (PRAX)
173K → 230K shares (+33%)
Prelude Therapeutics (PRLD)
10.9M → 13.7M shares (+26%)
Abivax (ABVX)
466K → 547K shares (+17%)
Dyne Therapeutics (DYN)
2.92M → 3.24M shares (+11%)
Cg Oncology (CGON)
948K → 973K shares (+3%)
Cogent Biosciences (COGT)
322K → 1.68M shares (+422%)
Mineralys Therapeutics (MLYS)
2.05M → 2.11M shares (+3%)
Q32 Bio (QTTB)
2.25M → 4.13M shares (+83%)
Thermo Fisher Scientific (TMO)
47K → 91K shares (+95%)
Palvella Therapeutics (PVLA)
135K → 292K shares (+117%)
Rhythm Pharmaceuticals (RYTM)
314K → 323K shares (+3%)
Syndax Pharmaceuticals (SNDX)
962K → 1.54M shares (+60%)
FORTE BIOSCIENCES INC
1.2M → 1.58M shares (+32%)
Nektar Therapeutics (NKTR)
275K → 465K shares (+69%)
Krystal Biotech (KRYS)
69K → 83K shares (+20%)
Kiniksa Pharmaceuticals International (KNSA)
181K → 421K shares (+133%)
Savara (SVRA)
635K → 3.96M shares (+524%)
Biocryst Pharmaceuticals (BCRX)
1.43M → 1.85M shares (+30%)
Bioage Labs (BIOA)
712K → 752K shares (+6%)
Lexeo Therapeutics (LXEO)
3.6M → 3.95M shares (+10%)
Revolution Medicines (RVMD)
52K → 71K shares (+36%)
