Case file · CIK 0001055951
Healthcare and biotech specialist 13F sample.
Q4 2025 · SEC 13F case file
KOL-style case note
Healthcare and biotech specialist 13F sample. This page turns the latest public filing into a shareable research story: what the entity owns, which theme is driving the portfolio, and where to investigate next.
Healthcare and biotech specialist 13F sample. It belongs in a smart-money radar because its public 13F shows quarterly capital direction and theme preference.
The latest filing's largest public position is EWTX, around 7.9% of the disclosed 13F portfolio. That is the first place to look for the current thesis.
Mixed is the clearest public theme in the portfolio. The important question is whether that theme repeats across the top positions, not just whether one stock worked.
The latest public portfolio is about $4.9B, with 108 lines and roughly 40.4% in the top 10. Higher concentration means a few decisions can explain more of the proxy return.
This is not a live trading signal. It is a quarterly capital map: start with the ranking, inspect the top holdings, then ask whether the manager has a repeatable framework.
13F filings are delayed and incomplete. They do not show shorts, many derivatives, private positions, cash, or current trade timing. Use this page to generate research questions, not to replace diligence.
Smart Money VelocityVelocity score blends 13F value growth, concentration, theme purity, option exposure, and filing history. It is a prioritization score, not a return.
Score blends filing growth, concentration, theme purity, call exposure, and filing history.
13F value
$4.9BQ4 2025, latest public filingGrowth since first filing
0.90x$5.5B → $4.9BReporting lag13F filings arrive after the quarter ends. The page shows a delayed public snapshot, not live positions.
45dQuarter-end snapshot, not live positionsThis is not actual fund performance. Returns and rankings use public disclosures after they become visible, not private NAV or live trading.
Disclosure workflow
Every number is anchored to a public quarterly filing. The report date is the portfolio snapshot; the filing date is when the market could actually see it.
Public holdings
| Holding | Theme | Type | Value | % |
|---|---|---|---|---|
| EDGEWISE THERAPEUTICS INCEWTX · 15,518,492 shares | Other | SH | $385.1M | 7.9% |
| ELI LILLY & COLLY · 301,200 shares | Other | SH | $323.7M | 6.6% |
| BOSTON SCIENTIFIC CORPBSX · 2,419,300 shares | Other | SH | $230.7M | 4.7% |
| SINOVAC BIOTECH LTDSVA · 2,718,735 shares | Other | SH | $184.5M | 3.8% |
| EDWARDS LIFESCIENCES CORPEW · 1,842,900 shares | Other | SH | $157.1M | 3.2% |
| UPSTREAM BIO INCUPB · 5,693,589 shares | Other | SH | $154.6M | 3.2% |
| INTUITIVE SURGICAL INCISRG · 263,400 shares | Other | SH | $149.2M | 3.0% |
| SIONNA THERAPEUTICS INCSION · 3,561,655 shares | Other | SH | $146.5M | 3.0% |
| MBX BIOSCIENCES INCMBX · 3,935,203 shares | Other | SH | $124.1M | 2.5% |
| ARGENX SEARGX · 146,000 shares | Other | SH | $122.8M | 2.5% |
| ENLIVEN THERAPEUTICS INCELVN · 7,959,538 shares | Other | SH | $122.6M | 2.5% |
| ALNYLAM PHARMACEUTICALS INCALNY · 288,800 shares | Semis | SH | $114.8M | 2.3% |
| STRYKER CORPORATIONSYK · 325,000 shares | Other | SH | $114.2M | 2.3% |
| ARS PHARMACEUTICALS INCSPRY · 8,288,510 shares | Semis | SH | $96.6M | 2.0% |
| TERNS PHARMACEUTICALS INCTERN · 2,153,300 shares | Semis | SH | $87M | 1.8% |
| DISC MEDICINE INCIRON · 1,067,550 shares | Other | SH | $84.8M | 1.7% |
| CARIS LIFE SCIENCES INCCAI · 3,116,011 shares | Other | SH | $84.1M | 1.7% |
| NATERA INCNTRA · 365,800 shares | Other | SH | $83.8M | 1.7% |
| COMPASS THERAPEUTICS INCCMPX · 15,219,994 shares | Other | SH | $81.7M | 1.7% |
| STRUCTURE THERAPEUTICS INCGPCR · 1,161,803 shares | Other | SH | $80.8M | 1.6% |
| DANAHER CORPORATIONDHR · 299,800 shares | Other | SH | $68.6M | 1.4% |
| CG ONCOLOGY INCCGON · 1,516,550 shares | Other | SH | $63M | 1.3% |
| APELLIS PHARMACEUTICALS INCAPLS · 2,429,868 shares | Semis | SH | $61M | 1.2% |
| ARRIVENT BIOPHARMA INCAVBP · 3,027,328 shares | Semis | SH | $60.9M | 1.2% |
| THE CIGNA GROUPCI · 205,000 shares | Other | SH | $56.4M | 1.2% |
| RAPT THERAPEUTICS INC75382E208 · 1,642,891 shares | Other | SH | $55.6M | 1.1% |
| CORVUS PHARMACEUTICALS INCCRVS · 7,165,006 shares | Semis | SH | $55.2M | 1.1% |
| UNITED THERAPEUTICS CORP DELUTHR · 105,200 shares | Other | SH | $51.3M | 1.0% |
| ABIVAX SAABVX · 367,900 shares | Other | SH | $49.6M | 1.0% |
| ROIVANT SCIENCES LTDROIV · 2,190,907 shares | Other | SH | $47.5M | 0.97% |
| CRINETICS PHARMACEUTICALS INCRNX · 999,000 shares | Semis | SH | $46.5M | 0.95% |
| AXSOME THERAPEUTICS INCAXSM · 253,121 shares | Other | SH | $46.2M | 0.94% |
| EYEPOINT INCEYPT · 2,468,314 shares | Other | SH | $45.1M | 0.92% |
| AVIDITY BIOSCIENCES INC05370A108 · 619,530 shares | Other | SH | $44.7M | 0.91% |
| NEUROCRINE BIOSCIENCES INCNBIX · 314,240 shares | Other | SH | $44.6M | 0.91% |
| DYNE THERAPEUTICS INCDYN · 2,202,184 shares | Other | SH | $43.1M | 0.88% |
| BRISTOL-MYERS SQUIBB COBMY · 775,000 shares | Other | SH | $41.8M | 0.85% |
| PFIZER INCPFE · 1,652,900 shares | Other | SH | $41.2M | 0.84% |
| TREVI THERAPEUTICS INCTRVI · 3,190,700 shares | Other | SH | $39.9M | 0.82% |
| NEUROPACE INCNPCE · 2,406,335 shares | Other | SH | $37.2M | 0.76% |
| ASCENDIS PHARMA A/SASND · 171,977 shares | Semis | SH | $36.7M | 0.75% |
| EXACT SCIENCES CORP30063P105 · 351,716 shares | Other | SH | $35.7M | 0.73% |
| MINERALYS THERAPEUTICS INCMLYS · 980,400 shares | Other | SH | $35.6M | 0.73% |
| ELEVANCE HEALTH INC FORMERLYELV · 99,100 shares | Other | SH | $34.7M | 0.71% |
| FORTE BIOSCIENCES INCFBRX · 1,196,955 shares | Other | SH | $32.6M | 0.67% |
| PRELUDE THERAPEUTICS INCPRLD · 10,909,256 shares | Other | SH | $31.6M | 0.65% |
| CYBIN INCHELP · 3,840,500 shares | Other | SH | $31.4M | 0.64% |
| ORIC PHARMACEUTICALS INCORIC · 3,641,756 shares | Semis | SH | $29.8M | 0.61% |
| KRYSTAL BIOTECH INCKRYS · 119,800 shares | Other | SH | $29.5M | 0.60% |
| PRAXIS PRECISION MEDICINES IPRAX · 94,500 shares | Other | SH | $27.9M | 0.57% |
| JANUX THERAPEUTICS INCJANX · 1,954,426 shares | Other | SH | $27M | 0.55% |
| THERMO FISHER SCIENTIFIC INCTMO · 46,500 shares | Other | SH | $26.9M | 0.55% |
| BRUKER CORPBRKR · 555,789 shares | Other | SH | $26.2M | 0.53% |
| RHYTHM PHARMACEUTICALS INCRYTM · 239,800 shares | Semis | SH | $25.7M | 0.52% |
| SHATTUCK LABS INCSTTK · 6,306,127 shares | Other | SH | $23M | 0.47% |
| ESPERION THERAPEUTICS INC NEESPR · 5,965,498 shares | Other | SH | $22.1M | 0.45% |
| AVALO THERAPEUTICS INCAVTX · 1,187,300 shares | Other | SH | $21.6M | 0.44% |
| LEXEO THERAPEUTICS INCLXEO · 2,125,000 shares | Other | SH | $21.1M | 0.43% |
| ADC THERAPEUTICS SAADCT · 5,822,854 shares | Other | SH | $20.6M | 0.42% |
| UROGEN PHARMA LTDURGN · 875,487 shares | Semis | SH | $20.5M | 0.42% |
| XENON PHARMACEUTICALS INCXENE · 447,200 shares | Semis | SH | $20M | 0.41% |
| BRIGHTSPRING HEALTH SVCS INC10950A106 · 488,500 shares | Other | SH | $18.3M | 0.37% |
| VERA THERAPEUTICS INCVERA · 353,500 shares | Other | SH | $17.9M | 0.37% |
| UNIQURE NVQURE · 737,400 shares | Other | SH | $17.6M | 0.36% |
| PRELUDE THERAPEUTICS INCPRLD · 5,680,186 shares | Other | SH | $16.5M | 0.34% |
| MIND MEDICINE MINDMED INC60255C885 · 1,226,700 shares | Other | SH | $16.4M | 0.34% |
| KEROS THERAPEUTICS INCKROS · 804,212 shares | Other | SH | $16.4M | 0.33% |
| CARLSMED INCCARL · 1,252,600 shares | Other | SH | $15.5M | 0.32% |
| CYTOMX THERAPEUTICS INCCTMX · 3,525,650 shares | Other | SH | $15M | 0.31% |
| VIR BIOTECHNOLOGY INCVIR · 2,380,715 shares | Other | SH | $14.4M | 0.29% |
| BIOCRYST PHARMACEUTICALS INCBCRX · 1,741,800 shares | Semis | SH | $13.6M | 0.28% |
| COGENT BIOSCIENCES INCCOGT · 371,000 shares | Other | SH | $13.2M | 0.27% |
| CORBUS PHARMACEUTICALS HLDGSCRBP · 1,597,287 shares | Semis | SH | $13M | 0.27% |
| EDWARDS LIFESCIENCES CORPEW · 150,000 underlying shares | Other | CALL | $12.8M | 0.26% |
| TARSUS PHARMACEUTICALS INCTARS · 154,400 shares | Semis | SH | $12.6M | 0.26% |
| RELMADA THERAPEUTICS INCRLMD · 2,610,600 shares | Other | SH | $12.6M | 0.26% |
| TECTONIC THERAPEUTIC INCTECX · 574,600 shares | Other | SH | $12M | 0.24% |
| ALUMIS INCALMS · 1,102,730 shares | Other | SH | $10.8M | 0.22% |
| BIOAGE LABS INCBIOA · 790,901 shares | Other | SH | $10.5M | 0.21% |
| AMICUS THERAPEUTICS INCFOLD · 729,900 shares | Other | SH | $10.4M | 0.21% |
| WHITEHAWK THERAPEUTICS INCWHWK · 4,166,000 shares | Other | SH | $10.1M | 0.21% |
| ADICET BIO INCACET · 1,027,944 shares | Other | SH | $8.7M | 0.18% |
| REPARE THERAPEUTICS INC760273102 · 3,322,488 shares | Other | SH | $8.6M | 0.18% |
| CELCUITY INCCELC · 85,664 shares | Other | SH | $8.5M | 0.17% |
| JADE BIOSCIENCES INCJBIO · 531,163 shares | Other | SH | $8.2M | 0.17% |
| KINIKSA PHARMACEUTICALS INTLG52694109 · 187,199 shares | Semis | SH | $7.7M | 0.16% |
| Q32 BIO INCQTTB · 2,252,987 shares | Other | SH | $7.5M | 0.15% |
| PMV PHARMACEUTICALS INCPMVP · 4,975,291 shares | Semis | SH | $6.2M | 0.13% |
| KALVISTA PHARMACEUTICALS INCKALV · 382,400 shares | Semis | SH | $6.2M | 0.13% |
| PHARVARIS N VPHVS · 205,400 shares | Other | SH | $5.7M | 0.12% |
| INSPIREMD INCNSPR · 3,133,405 shares | Other | SH | $5.6M | 0.11% |
| INSMED INCINSM · 25,400 shares | Other | SH | $4.4M | 0.09% |
| PALISADE BIO INCPALI · 1,871,420 shares | Other | SH | $4.4M | 0.09% |
| IMAGENEBIO INCIMA · 530,713 shares | Other | SH | $3.7M | 0.07% |
| BICARA THERAPEUTICS INCBCAX · 209,100 shares | Other | SH | $3.5M | 0.07% |
| CULLINAN THERAPEUTICS INCCGEM · 270,006 shares | Other | SH | $2.8M | 0.06% |
| C4 THERAPEUTICS INCCCCC · 1,404,902 shares | Other | SH | $2.7M | 0.05% |
| IMAGENEBIO INCIMA · 378,556 shares | Other | SH | $2.6M | 0.05% |
| ALTO NEUROSCIENCE INCANRO · 125,000 shares | Other | SH | $2.2M | 0.05% |
| REVOLUTION MEDICINES INCRVMD · 25,900 shares | Other | SH | $2.1M | 0.04% |
| VISTAGEN THERAPEUTICS INCVTGN · 3,060,000 shares | Other | SH | $2M | 0.04% |
| OCULAR THERAPEUTIX INCOCUL · 157,300 shares | Other | SH | $1.9M | 0.04% |
| PROTAGONIST THERAPEUTICS INCPTGX · 21,700 shares | Other | SH | $1.9M | 0.04% |
| PTC THERAPEUTICS INCPTCT · 23,200 shares | Other | SH | $1.8M | 0.04% |
| COGENT BIOSCIENCES INCCOGT · 1,000,000 shares | Other | PRN | $1.2M | 0.02% |
| MAPLIGHT THERAPEUTICS INCMPLT · 56,000 shares | Other | SH | $952K | 0.02% |
| TRAWS PHARMA INCTRAW · 605,531 shares | Semis | SH | $684.3K | 0.01% |
| VISTAGEN THERAPEUTICS INCVTGN · 45,200 underlying shares | Other | CALL | $29.9K | 0.00% |
Quarter tape
Signal breakdown
13F value is 0.90x the first tracked filing.
Top ten public lines are 40.4% of the latest report.
108 reportable lines in the latest public filing.
8 tracked quarterly 13F reports in the database or seed layer.
Publisher mode
Evidence layer
13F reports disclose long reportable U.S. securities and long put/call options. They do not show cash, private stakes, shorts, written options, or current live holdings.
Theme tags are deterministic product analysis from issuer, CUSIP, option type, and keyword rules. They are not SEC labels.
Vercel Cron calls the EDGAR ingestion endpoint every day and records per-manager ingestion results.
