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Holding17 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Biotechnology Healthcare | $60.6M 21.06% | — | 6.96% 13.3M shares | — | — | $870.3M Small Cap | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $53.4M 18.57% | -$5.3M Sold | 0.517% 3.5M shares | 3.9M → 3.5M −$5.3M | -9.02% | $10.3B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Life Financial Services | $32.9M 11.45% | +$4.3M Bought | 0.902% 3.7M shares | 3.2M → 3.7M +$4.3M | +14.9% | $3.7B Mid Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $23.7M 8.25% | -$29.9M Sold | — 404.9K shares | 914.9K → 404.9K −$29.9M | -55.74% | — — | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $22.8M 7.91% | +$6.4M Bought | 9.88% 14.2M shares | 10.2M → 14.2M +$6.4M | +38.9% | $230.3M Micro Cap | Q1 2025 Held for 8 months | |
Regulated Water Utilities | $18.8M 6.54% | — | 4.86% 4.0M shares | — | — | $387.1M Small Cap | Q4 2024 Held for 11 months | |
Gambling, Resorts & Casinos Consumer Cyclical | $14.9M 5.18% | +$14.9M New | 2.73% 1.3M shares | 0 → 1.3M +$14.9M | New | $545.3M Small Cap | Q3 2025 Held for 2 months | |
Publishing Communication Services | $14.8M 5.15% | +$3.8M Bought | 2.45% 3.6M shares | 2.7M → 3.6M +$3.8M | +34.19% | $605.5M Small Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $13.8M 4.8% | -$16.5M Sold | 0.706% 607.4K shares | 1.3M → 607.4K −$16.5M | -54.39% | $2.0B Small Cap | Q4 2023 Held for 1y 11m | |
Medical - Care Facilities Healthcare | $8.0M 2.79% | — | 0.289% 371.0K shares | — | — | $2.8B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $8.0M 2.78% | +$8.0M New | — 33.0K shares | 0 → 33.0K +$8.0M | New | — — | Q3 2025 Held for 2 months | |
Medical - Diagnostics & Research Healthcare | $7.6M 2.64% | +$4.8M Bought | 0.617% 4.9M shares | 1.8M → 4.9M +$4.8M | +176.18% | $1.2B Small Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $4.4M 1.53% | +$1.6M Bought | 2.08% 160.9K shares | 102.2K → 160.9K +$1.6M | +57.44% | $211.4M Micro Cap | Q2 2025 Held for 5 months | |
Engineering & Construction Industrials | $3.6M 1.26% | — | 5.57% 743.0K shares | — | — | $65.2M Micro Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $255.7K 0.089% | — | — 47.3K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Marine Shipping Industrials | - — | -$9.3M Sold | — - shares | 353.9K → 0 −$9.3M | Sold | $923.4M Small Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | - — | -$53.2K Sold | — - shares | 81.9K → 0 −$53.2K | Sold | — — | Q4 2022 Held for 2y 11m |
