Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Rhythm Pharmaceuticals Inc(RYTM) | 1,186,000 | $131.7M | 33.79% |
| 2 | Argenx SE(ARGX) | 131,283 | $121.8M | 31.25% |
| 3 | Revolution Medicines Inc(RVMD) | 410,353 | $76.9M | 19.72% |
| 4 | Cytokinetics Inc(CYTK) | 475,000 | $40.5M | 10.38% |
| 5 | Disc Medicine Inc(IRON) | 240,125 | $17.6M | 4.51% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 49.26% |
| Trevi Therapeutics Inc(TRVI) |
| 75,000 |
| $1.4M |
| 0.36% |
| 50.97% |
| +1.71% |
| Mid Cap | 49.66% | 48.67% | -0.99% |
| Small Cap | 1.08% | 0.36% | -0.72% |
Quarter-over-quarter position changes