- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 3.28% | 4,901,000 | $314,595,190 | -1,016,091 | -17.17% | $64.19 | 13F |
| COGT | COGENT BIOSCIENCES INC | 2.02% | 5,006,104 | $193,736,225 | -4,037,799 | -44.65% | $38.7 | 13F |
| CELC | CELCUITY INC | 1.58% | 1,451,014 | $151,805,085 | -262,986 | -15.34% | $104.62 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 1.18% | 1,389,055 | $113,221,873 | -184,242 | -11.71% | $81.51 | 13F |
| LNTH | LANTHEUS HLDGS INC | 0.87% | 752,999 | $83,537,709 | -75,000 | -9.06% | $110.94 | 13F |
| INDV | INDIVIOR PHARMACEUTICALS INC | 0.71% | 1,648,895 | $67,654,162 | -1,448,895 | -46.77% | $41.03 | 13F |
| INSP | INSPIRE MED SYS INC | 0.6% | 1,296,862 | $57,853,014 | -1,406,376 | -52.03% | $44.61 | 13F |
| CDNA | CAREDX INC | 0.59% | 1,997,618 | $56,932,113 | -193,382 | -8.83% | $28.5 | 13F |
| CERT | CERTARA INC | 0.51% | 7,512,928 | $49,209,678 | -295,677 | -3.79% | $6.55 | 13F |
| SION | SIONNA THERAPEUTICS INC | 0.31% | 680,916 | $29,953,495 | -289,674 | -29.85% | $43.99 | 13F |
| NEO | NEOGENOMICS INC (PRN) | 0.13% | 13,040,000 | $12,202,076 | -59,649,000 | -82.06% | $0.94 | 13F |
| VCYT | VERACYTE INC | 0.06% | 101,000 | $5,931,730 | -625,000 | -86.09% | $58.73 | 13F |