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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET1.34K$228.49K
Bristol-Myers Squibb CompanyBMY1.39K$80.03K
Avantor, Inc.AVTR1.43K$14.2K
Inovio Pharmaceuticals, Inc.INO1.5K$1.65K
ON Semiconductor CorporationON1.51K$142.75K
Viking Therapeutics, Inc.VKTX1.51K$58.94K
Freeport-McMoRan Inc.FCX1.56K$98.3K
Virgin Galactic Holdings, Inc.SPCE1.57K$4.55K
Wells Fargo & CompanyWFC1.58K$130.34K
Novo Nordisk A/SNVO1.6K$76.5K
SentinelOne, Inc.S1.62K$27.52K
Space Exploration Technologies Corp.SPCX1.64K$280.21K
The Walt Disney CompanyDIS1.67K$160.68K
Salesforce, Inc.CRM1.79K$281.15K
Zevra Therapeutics, Inc.ZVRA1.81K$26.03K
Bausch Health Companies Inc.BHC1.9K$9.35K
BioCryst Pharmaceuticals, Inc.BCRX2K$20K
Figma, Inc.FIG2K$36.18K
Galectin Therapeutics Inc.GALT2K$9.28K
Bitdeer Technologies GroupBTDR2K$31.74K