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HP
HealthInvest Partners Portfolio holdings
AUM
$372M
1-Year Est. Return
59.89%
This Fund
S&P 500
This Quarter
Est. Return
+19.07%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$372M
AUM Growth
+$62M
(+20%)
Cap. Flow
-$162M
Cap. Flow
% of AUM
-43.7%
Top 10 Holdings %
Top 10 Hldgs %
48%
Holding
42
New
3
Increased
16
Reduced
20
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Merck
MRK
|
+$18.2M |
| 2 |
Biogen
BIIB
|
+$12M |
| 3 |
CVS Health
CVS
|
+$10.9M |
| 4 |
Ionis Pharmaceuticals
IONS
|
+$8.22M |
| 5 |
Boston Scientific
BSX
|
+$5.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Revolution Medicines
RVMD
|
+$79.5M |
| 2 |
DexCom
DXCM
|
+$34.1M |
| 3 |
BCAX
Bicara Therapeutics
BCAX
|
+$22.9M |
| 4 |
Intuitive Surgical
ISRG
|
+$20.2M |
| 5 |
Cardinal Health
CAH
|
+$17.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Insmed
INSM
$22.6B
| $6.22M | 1.67% |
58,378
-39,060
| -40% | -$4.73M |
|
27
Tango Therapeutics
TNGX
$4.34B
| $6.21M | 1.67% |
198,557
+168,642
| +564% | +$4.17M |
|
28
Gilead Sciences
GILD
$167B
| $5.83M | 1.57% |
46,142
-1,825
| -4% | -$240K |
|
|
29
Cardinal Health
CAH
$54.5B
| $5.61M | 1.51% |
23,630
-85,052
| -78% | -$17.7M |
|
|
ORKA
30
Oruka Therapeutics
ORKA
$5.46B
| $5.22M | 1.41% |
+54,886
| New | +$3.66M |
|
31
Spyre Therapeutics
SYRE
$8.68B
| $5.06M | 1.36% |
57,030
-5,705
| -9% | -$416K |
|
|
32
DexCom
DXCM
$28.9B
| $4.84M | 1.3% |
71,846
-512,486
| -88% | -$34.1M |
|
|
BCAX
33
Bicara Therapeutics
BCAX
$1.77B
| $4.32M | 1.16% |
145,657
-1,023,977
| -88% | -$22.9M |
|
34
IDEAYA Biosciences
IDYA
$3.48B
| $3.52M | 0.95% |
94,478
+63,345
| +203% | +$1.94M |
|
35
Celcuity
CELC
$4.02B
| $3.49M | 0.94% |
33,313
-107,983
| -76% | -$12.5M |
|
36
Disc Medicine
IRON
$2.85B
| $3.19M | 0.86% |
43,682
-63,573
| -59% | -$4.37M |
|
37
Pyxis Oncology
PYXS
$184M
| $2.91M | 0.78% |
966,459
+769,423
| +390% | +$1.47M |
|
38
Compass Therapeutics
CMPX
$367M
| $2.3M | 0.62% |
1,048,593
+1,006,762
| +2,407% | +$2.97M |
|
|
JBIO
39
Jade Biosciences
JBIO
$1.2B
| $1.97M | 0.53% |
+88,556
| New | +$1.85M |
|
40
Amgen
AMGN
$212B
| – | – |
-21,903
| Closed | -$8.72M |
|
|
SLNO
41
DELISTED
Soleno Therapeutics
SLNO
| – | – |
-90,184
| Closed | -$2.21M |
|
42
UnitedHealth
UNH
$389B
| – | – |
-14,636
| Closed | -$2.77M |
|
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HealthInvest Partners's Q2 2026 Portfolio in Review
As of Q2 2026, HealthInvest Partners held 42 positions worth $372M, up 20% from $310M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
HealthInvest Partners withdrew a net $162M in Q2 2026, closing 3 positions and reducing 20 holdings. Its most notable exit was Amgen, an estimated $8.72M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
Against the trend, HealthInvest Partners opened a new position in Biogen worth $13.6M.
- HealthInvest Partners's largest Q2 2026 buy was Biogen: 62,781 shares worth $13.6M.
- HealthInvest Partners added most to Merck in Q2 2026, an estimated $18.2M increase.
- HealthInvest Partners's biggest Q2 2026 reduction was Revolution Medicines, cutting an estimated $79.5M.
- HealthInvest Partners fully exited Amgen in Q2 2026, selling an estimated $8.72M.
- HealthInvest Partners's ten largest holdings make up 48% of its $372M portfolio in Q2 2026.
- HealthInvest Partners opened 3 new positions and closed 3 in Q2 2026.
- HealthInvest Partners's portfolio value rose 20% quarter-over-quarter to $372M.
Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.