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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
+13.49%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$27M
AUM Growth
-$207M
Cap. Flow
+$4.34M
Cap. Flow %
16.1%
Top 10 Hldgs %
53.8%
Holding
39
New
2
Increased
21
Reduced
8
Closed
1

Top Buys

Rank Stock Value
1
KRYS icon
Krystal Biotech
KRYS
+$3.3M
2
RNAM
Avidity Biosciences
RNAM
+$2.1M
3
NBIX icon
Neurocrine Biosciences
NBIX
+$1.93M
4
ONC
BeOne Medicines Ltd
ONC
+$1.81M
5
MRK icon
Merck
MRK
+$1.79M

Top Sells

Rank Stock Value
1
VRNA
Verona Pharma
VRNA
+$4.45M
2
BSX icon
Boston Scientific
BSX
+$4.09M
3
AMGN icon
Amgen
AMGN
+$2.93M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.74M
5
SYK icon
Stryker
SYK
+$1.81M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DXCM icon
26
DexCom
DXCM
$33.5B
$363K 1.35%
50,872
– –
BCAX
27
Bicara Therapeutics
BCAX
$1.63B
$342K 1.27%
203,755
+56,375
+38% +$631K
IRON icon
28
Disc Medicine
IRON
$3.14B
$321K 1.19%
45,690
+21,038
+85% +$1.25M
UNH icon
29
UnitedHealth
UNH
$362B
$298K 1.1%
13,727
– –
HRMY icon
30
Harmony Biosciences
HRMY
$2.28B
$269K 1%
92,074
+5,800
+7% +$200K
RNAM
31
DELISTED
Avidity Biosciences
RNAM
$240K 0.89%
+51,978
New +$2.1M
CRBP icon
32
Corbus Pharmaceuticals
CRBP
$189M
$236K 0.87%
175,582
– –
ACLX
33
DELISTED
Arcellx
ACLX
$224K 0.83%
25,732
– –
SMMT icon
34
Summit Therapeutics
SMMT
$12.1B
$203K 0.75%
92,737
– –
AUTL
35
Autolus Therapeutics
AUTL
$583M
$202K 0.75%
1,169,634
+64,173
+6% +$125K
CELC icon
36
Celcuity
CELC
$4.39B
$195K 0.72%
+37,157
New +$1.49M
MREO
37
Mereo BioPharma
MREO
$46.3M
$167K 0.62%
764,901
– –
JANX icon
38
Janux Therapeutics
JANX
$1.02B
$129K 0.48%
49,820
– –
VRNA
39
DELISTED
Verona Pharma
VRNA
– –
-47,100
Closed -$4.45M
1
2

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KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
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
GIP
Gavilan Investment Partners Burlingame, California $372M AUM 6.04% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
OCMH
Oxbow Capital Management (HK) Hong Kong $371M AUM 383.45% 1-Year Est. Return

HealthInvest Partners's Q3 2025 Portfolio in Review

As of Q3 2025, HealthInvest Partners held 39 positions worth $27M, down 88% from $234M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

HealthInvest Partners deployed $4.34M of net new capital in Q3 2025, opening 2 new positions and adding to 21 existing holdings. Its largest new stake was Avidity Biosciences: 51,978 shares worth $240K.

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 Boston Scientific, an estimated $4.09M trimmed.

  • HealthInvest Partners's largest Q3 2025 buy was Avidity Biosciences: 51,978 shares worth $240K.
  • HealthInvest Partners added most to Krystal Biotech in Q3 2025, an estimated $3.3M increase.
  • HealthInvest Partners's biggest Q3 2025 reduction was Boston Scientific, cutting an estimated $4.09M.
  • HealthInvest Partners fully exited Verona Pharma in Q3 2025, selling an estimated $4.45M.
  • HealthInvest Partners's ten largest holdings make up 54% of its $27M portfolio in Q3 2025.
  • HealthInvest Partners opened 2 new positions and closed 1 in Q3 2025.
  • HealthInvest Partners's portfolio value fell 88% quarter-over-quarter to $27M.

Based on HealthInvest Partners's 13F filing for Q3 2025, filed 4 Nov 2025.