AFFINITY ASSET ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVTX | 1.01M | $12.79M |
 | NRIX | 968K | $8.94M |
 | ORKA | 959K | $18.45M |
 | ROIV | 800K | $12.10M |
 | STRO | 753K | $653.66K |
 | MLYS | 750K | $28.44M |
 | OBIO | 727K | $1.80M |
 | MIST | 667K | $1.33M |
 | VRNA | 625K | $66.69M |
 | ACLX | 500K | $41.05M |
 | TVTX | 500K | $11.95M |
 | AVR | 450K | $2.02M |
 | INSM | 450K | $64.80M |
 | CNTX | 403K | $390.09K |
 | ELVN | 400K | $8.19M |
 | NUVL | 384K | $33.24M |
 | ABVX | 360K | $30.56M |
 | PCSC | 350K | $3.76M |
 | CYTK | 350K | $19.24M |
 | SGMT | 350K | $2.40M |
Avalo Therapeutics, Inc.
AVTX
Shares Held
1.01M
Value
$12.79M
Nurix Therapeutics, Inc.
NRIX
Shares Held
968K
Value
$8.94M
Oruka Therapeutics, Inc.
ORKA
Shares Held
959K
Value
$18.45M
Roivant Sciences Ltd.
ROIV
Shares Held
800K
Value
$12.10M
Sutro Biopharma, Inc.
STRO
Shares Held
753K
Value
$653.66K
Mineralys Therapeutics, Inc.
MLYS
Shares Held
750K
Value
$28.44M
Orchestra BioMed Holdings, Inc.
OBIO
Shares Held
727K
Value
$1.80M
Milestone Pharmaceuticals Inc.
MIST
Shares Held
667K
Value
$1.33M
Verona Pharma plc
VRNA
Shares Held
625K
Value
$66.69M
Arcellx, Inc.
ACLX
Shares Held
500K
Value
$41.05M
Travere Therapeutics, Inc.
TVTX
Shares Held
500K
Value
$11.95M
Anteris Technologies Global Corp.
AVR
Shares Held
450K
Value
$2.02M
Insmed Incorporated
INSM
Shares Held
450K
Value
$64.80M
Context Therapeutics Inc.
CNTX
Shares Held
403K
Value
$390.09K
Enliven Therapeutics, Inc.
ELVN
Shares Held
400K
Value
$8.19M
Nuvalent, Inc.
NUVL
Shares Held
384K
Value
$33.24M
Abivax S.A.
ABVX
Shares Held
360K
Value
$30.56M
Perceptive Capital Solutions Corp Class A Ordinary Shares
PCSC
Shares Held
350K
Value
$3.76M
Cytokinetics, Incorporated
CYTK
Shares Held
350K
Value
$19.24M
Sagimet Biosciences Inc.
SGMT
Shares Held
350K
Value
$2.40M