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HealthInvest Partners Portfolio holdings

AUM $372M
1-Year Est. Return 59.89%
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$7.15M
Cap. Flow
+$12.2M
Cap. Flow %
5.23%
Top 10 Hldgs %
56.95%
Holding
38
New
1
Increased
23
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$3.2M
2
ISRG icon
Intuitive Surgical
ISRG
+$1.68M
3
SYK icon
Stryker
SYK
+$1.67M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$1.43M
5
MIRM icon
Mirum Pharmaceuticals
MIRM
+$1.32M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$4.61M
2
ACLX
Arcellx
ACLX
+$1.15M
3
AMGN icon
Amgen
AMGN
+$760K
4
BSX icon
Boston Scientific
BSX
+$616K
5
KRYS icon
Krystal Biotech
KRYS
+$490K

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAMS icon
26
NewAmsterdam Pharma
NAMS
$3.3B
$2.85M 1.22%
157,223
+49,440
+46% +$902K
KRYS icon
27
Krystal Biotech
KRYS
$9.66B
$2.77M 1.19%
20,158
-3,333
-14% -$490K
HRMY icon
28
Harmony Biosciences
HRMY
$2.28B
$2.73M 1.17%
86,274
-5,027
-6% -$162K
AUTL
29
Autolus Therapeutics
AUTL
$636M
$2.52M 1.08%
1,105,461
+625,817
+130% +$1.03M
UNH icon
30
UnitedHealth
UNH
$366B
$2.49M 1.06%
13,727
-12,055
-47% -$4.61M
MREO
31
Mereo BioPharma
MREO
$52.9M
$2.07M 0.89%
764,901
+374,901
+96% +$905K
SMMT icon
32
Summit Therapeutics
SMMT
$11.8B
$1.97M 0.84%
92,737
-12,340
-12% -$281K
ACLX
33
DELISTED
Arcellx
ACLX
$1.69M 0.73%
25,732
-18,439
-42% -$1.15M
BCAX
34
Bicara Therapeutics
BCAX
$1.61B
$1.37M 0.59%
147,380
+27,547
+23% +$328K
IRON icon
35
Disc Medicine
IRON
$3.08B
$1.31M 0.56%
+24,652
New +$1.16M
CRBP icon
36
Corbus Pharmaceuticals
CRBP
$184M
$1.21M 0.52%
175,582
+77,278
+79% +$561K
JANX icon
37
Janux Therapeutics
JANX
$1.02B
$1.15M 0.49%
49,820
+3,012
+6% +$79.4K
CABA icon
38
Cabaletta Bio
CABA
$455M
– –
-182,354
Closed -$253K
1
2

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KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
TCM
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SAAM
Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return
PC
Promethos Capital Boston, Massachusetts $372M AUM 23.19% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
GIP
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PC
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DPCM
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HealthInvest Partners's Q2 2025 Portfolio in Review

As of Q2 2025, HealthInvest Partners held 38 positions worth $234M, up 3.2% from $227M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

HealthInvest Partners deployed $12.2M of net new capital in Q2 2025, opening 1 new position and adding to 23 existing holdings. Its largest new stake was Disc Medicine: 24,652 shares worth $1.31M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

On the sell side, the largest reduction was UnitedHealth, an estimated $4.61M trimmed.

  • HealthInvest Partners's largest Q2 2025 buy was Disc Medicine: 24,652 shares worth $1.31M.
  • HealthInvest Partners added most to Eli Lilly in Q2 2025, an estimated $3.2M increase.
  • HealthInvest Partners's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $4.61M.
  • HealthInvest Partners fully exited Cabaletta Bio in Q2 2025, selling an estimated $253K.
  • HealthInvest Partners's ten largest holdings make up 57% of its $234M portfolio in Q2 2025.
  • HealthInvest Partners opened 1 new position and closed 1 in Q2 2025.
  • HealthInvest Partners's portfolio value rose 3.2% quarter-over-quarter to $234M.

Based on HealthInvest Partners's 13F filing for Q2 2025, filed 14 Jul 2025.