Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
- Summary Overview
- RTW Investments, led by Roderick Wong, is heavily focused on the healthcare sector, particularly in biotechnology and pharmaceuticals. The fund’s top holdings include significant investments in companies developing innovative therapies, while recent activity shows new investments in emerging biotech firms, alongside reductions in existing biotech positions.
- 3 sector-specific insights
- The top holdings reflect a strong emphasis on biotechnology, with major investments in companies like Madrigal Pharmaceuticals and Rocket Pharmaceuticals.
- New investments in emerging biotech firms suggest a strategic interest in innovative therapies and cutting-edge research.
- Reductions in existing biotech holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- ARGX (argenx SE): Healthcare sector, focuses on developing antibody-based therapies for the treatment of severe autoimmune diseases and cancer.
- RNA (Avidity Biosciences, Inc.): Healthcare sector, develops oligonucleotide-based therapies for muscle disorders.
- AXSM (Axsome Therapeutics, Inc.): Healthcare sector, develops therapies for central nervous system disorders.
- RCKT (Rocket Pharmaceuticals, Inc.): Healthcare sector, focuses on developing gene therapies for rare and devastating diseases.
- MDGL (Madrigal Pharmaceuticals, Inc.): Healthcare sector, focuses on the development of novel therapeutics for cardiovascular, metabolic, and liver diseases.
New Holdings
- ABIO (ARCA biopharma, Inc.): Healthcare sector, focuses on developing genetically-targeted therapies for cardiovascular diseases.
- PCSC (Processa Pharmaceuticals, Inc.): Healthcare sector, develops drugs to improve the survival and/or quality of life for patients with high unmet medical needs.
- REPL (Replimune Group, Inc.): Healthcare sector, develops oncolytic immunotherapies for the treatment of cancer.
- TEM (Tempest Therapeutics, Inc.): Healthcare sector, focuses on developing small molecule therapeutics for the treatment of cancer.
- CGEM (Cullinan Oncology, Inc.): Healthcare sector, focuses on developing a diversified pipeline of targeted oncology and immuno-oncology therapies.
Reduced Holdings
- IMCR (Immunocore Holdings plc): Healthcare sector, develops T cell receptor-based therapeutics for cancer, infectious diseases, and autoimmune diseases.
- PTGX (Protagonist Therapeutics, Inc.): Healthcare sector, develops peptide-based drugs for the treatment of diseases.
- ACAD (ACADIA Pharmaceuticals Inc.): Healthcare sector, develops and commercializes small molecule drugs for central nervous system disorders.
- PTCT (PTC Therapeutics, Inc.): Healthcare sector, focuses on the discovery, development, and commercialization of clinically differentiated medicines for rare disorders.
- ARGX (argenx SE): Healthcare sector, focuses on developing antibody-based therapies for the treatment of severe autoimmune diseases and cancer.
