~30% (career) since 1981
Portfolio value
$3.4B
Positions
68
Top 5 concentration
42%
New buys this quarter
30
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $NTRA Natera Inc | Added | 18.1% | $613M |
| $EWZ Ishares Inc | Held | 8.7% | $294M |
| $INSM Insmed Inc | Trimmed | 5.6% | $189M |
| $TSM Taiwan Semiconductor Manufac | Trimmed | 5% | $167M |
| $RSP Invesco Exchange Traded Fd T | Trimmed | 4.7% | $158M |
| $YPF Ypf Sociedad Anonima | Added | 4.4% | $150M |
| $TBBB Bbb Foods Inc | Added | 3.3% | $110M |
| $AA Alcoa Corp | Added | 2.9% | $99M |
| $NAMS Newamsterdam Pharma Company | Held | 2.9% | $98M |
| $SE Sea Ltd | Added | 2.7% | $91M |
| $STM Stmicroelectronics N V | Added | 2.7% | $90M |
| $WWD Woodward Inc | Trimmed | 2.2% | $76M |
| $TEVA Teva Pharmaceutical Inds Ltd | Trimmed | 2.1% | $72M |
| $ROKU Roku Inc | Added | 2.1% | $71M |
| $AVGO Broadcom Inc | New buy | 1.8% | $61M |
| $SPY State Str Spdr S&P 500 Etf T | Held | 1.7% | $59M |
| $AMZN Amazon Com Inc | Trimmed | 1.5% | $51M |
| $CPNG Coupang Inc | Trimmed | 1.5% | $50M |
| $OPCH Option Care Health Inc | Added | 1.5% | $50M |
| $CRH Crh Plc | Trimmed | 1.2% | $40M |
| $FIGR Figure Technology Solutio | Trimmed | 1.2% | $39M |
| $ARGT Global X Fds | New buy | 1.1% | $36M |
| $CAI Caris Life Sciences Inc | New buy | 1% | $34M |
| $QSR Restaurant Brands Intl Inc | Trimmed | 1% | $34M |
| $RVMD Revolution Medicines Inc | New buy | 0.9% | $31M |
| $LSCC Lattice Semiconductor Corp | Trimmed | 0.9% | $30M |
| $SNDK Sandisk Corp | New buy | 0.7% | $24M |
| $UAL United Airls Hldgs Inc | Trimmed | 0.7% | $24M |
| $HUM Humana Inc | New buy | 0.7% | $24M |
| $WAB Wabtec | Trimmed | 0.7% | $24M |
| $TWLO Twilio Inc | New buy | 0.7% | $23M |
| $JBL Jabil Inc | New buy | 0.6% | $22M |
| $SCCO Southern Copper Corp | Held | 0.6% | $21M |
| $GSG Ishares S&P Gsci Commodity- | New buy | 0.6% | $21M |
| $LIN Linde Plc | New buy | 0.6% | $20M |
| $STX Seagate Technology Hldngs Pl | New buy | 0.6% | $20M |
| $IWM Ishares Tr | Trimmed | 0.6% | $20M |
| $CLF Cleveland-Cliffs Inc New | Added | 0.6% | $20M |
| $NUVB Nuvation Bio Inc | New buy | 0.6% | $19M |
| $BE Bloom Energy Corp | Trimmed | 0.5% | $18M |
| $INTC Intel Corp | New buy | 0.5% | $18M |
| $BLTE Belite Bio Inc Sponsored | New buy | 0.5% | $17M |
| $PTGX Protagonist Therapeutics Inc | Held | 0.5% | $17M |
| $U Unity Software Inc | Added | 0.5% | $16M |
| $ARM Arm Holdings Plc | New buy | 0.5% | $16M |
| $OLMA Olema Pharmaceuticals Inc | New buy | 0.4% | $15M |
| $Q Qnity Electronics Inc | New buy | 0.4% | $14M |
| $ADMA Adma Biologics Inc | Added | 0.4% | $14M |
| $XENE Xenon Pharmaceuticals Inc | New buy | 0.4% | $14M |
| $JBS Jbs N.V. | New buy | 0.3% | $12M |
| $DAKT Daktronics Inc | Trimmed | 0.3% | $11M |
| $NET Cloudflare Inc | New buy | 0.3% | $11M |
| $LYB Lyondellbasell Industries Nv | New buy | 0.3% | $11M |
| $VIST Vista Energy S.A.B. De C.V. | New buy | 0.3% | $10M |
| $TWST Twist Bioscience Corp | New buy | 0.3% | $10M |
| $COHR Coherent Corp | New buy | 0.3% | $10M |
| $CLS Celestica Inc | New buy | 0.3% | $9M |
| $STUB Stubhub Hldgs Inc | Trimmed | 0.3% | $9M |
| $DBVT Dbv Technologies S A Sponsored | New buy | 0.2% | $8M |
| $MU Micron Technology Inc | New buy | 0.2% | $8M |
| $SATS Echostar Corp | Held | 0.2% | $7M |
| $ALM Almonty Inds Inc | Held | 0.2% | $7M |
| $PCT Purecycle Technologies Inc | Trimmed | 0.1% | $5M |
| $LITE Lumentum Hldgs Inc | New buy | 0.1% | $5M |
| $MELI Mercadolibre Inc | Trimmed | 0.1% | $5M |
| $SOLS Solstice Advanced Matls Inc | New buy | 0.1% | $5M |
| $WLK Westlake Corporation | New buy | 0.1% | $2M |
| $WVE Wave Life Sciences Ltd | Held | 0% | $1M |
Notable sell-outs this quarter: $AEVA, $DOCU, $RH, $DAL, $PM, $ON, $CDTX, $EEM, $CMG, $COGT, $NP, $ENTG, $GOOGL, $AGX, $GS, $DASH, $FLUT, $AAL, $Z, $PGNY, $XLF, $WOLF
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.