We are live on
!
Find out more
KK
Kotler Kevin Portfolio holdings
AUM
$427M
This Fund
S&P 500
This Quarter
Est. Return
+61.7%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$427M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
27.77%
Top 10 Holdings %
Top 10 Hldgs %
89.56%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Avg Time Held Equity + Options
0
quarters
Top 10 Avg Time Held Equity + Options
0
quarters
Top 20 Avg Time Held Equity + Options
0
quarters
Avg Time Held Equity only
0
quarters
Top 10 Avg Time Held Equity only
0
quarters
Top 20 Avg Time Held Equity only
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AngioDynamics
ANGO
|
+$21.2M |
| 2 |
Aurinia Pharmaceuticals
AUPH
|
+$17.4M |
| 3 |
AVDL
Avadel Pharmaceuticals
AVDL
|
+$14.4M |
| 4 |
Neuropace
NPCE
|
+$8.44M |
| 5 |
Omeros
OMER
|
+$7.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 68.39% |
| 2 | Healthcare | 29.66% |
| 3 | Industrials | 1.36% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Financials | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Align Technology
ALGN
$10.1B
| $681K | 0.16% |
+4,359
| New | +$625K |
2025 Q4
0 quarters
|
|
|
OKUR
27
OnKure Therapeutics
OKUR
$97.6M
| $573K | 0.13% |
+197,691
| New | +$592K |
2025 Q4
0 quarters
|
|
28
GE Aerospace
GE
$320B
| $452K | 0.11% |
+1,468
| New | +$442K |
2025 Q4
0 quarters
|
|
29
Pulmonx
LUNG
$79M
| $442K | 0.1% |
+200,000
| New | +$376K |
2025 Q4
0 quarters
|
|
30
PTC Therapeutics
PTCT
$5.4B
| $380K | 0.09% |
+5,000
| New | +$363K |
2025 Q4
0 quarters
|
|
31
Dycom Industries
DY
$8.12B
| $355K | 0.08% |
+1,051
| New | +$331K |
2025 Q4
0 quarters
|
|
32
Takeda Pharmaceutical
TAK
$59.8B
| $312K | 0.07% |
+20,000
| New | +$286K |
2025 Q4
0 quarters
|
|
|
BBNX
33
Beta Bionics
BBNX
$951M
| $250K | 0.06% |
+8,216
| New | +$219K |
2025 Q4
0 quarters
|
|
34
iShares US Medical Devices ETF
IHI
$3.55B
| $243K | 0.06% |
+3,902
| New | +$241K |
2025 Q4
0 quarters
|
|
35
Bank of America
BAC
$380B
| $242K | 0.06% |
+4,392
| New | +$232K |
2025 Q4
0 quarters
|
|
36
Amazon
AMZN
$2.83T
| $231K | 0.05% |
+1,000
| New | +$229K |
2025 Q4
0 quarters
|
|
37
Elanco Animal Health
ELAN
$11.5B
| $205K | 0.05% |
+9,072
| New | +$197K |
2025 Q4
0 quarters
|
|
38
Pliant Therapeutics
PLRX
$63.2M
| $113K | 0.03% |
+93,000
| New | +$140K |
2025 Q4
0 quarters
|
|
Similar funds
STS
MCP
JHCM
MG
AWIRL
VW
DP
EP
Kotler Kevin's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Kotler Kevin, which disclosed 38 positions worth $427M. Its ten largest holdings account for 90% of the portfolio.
Its largest position is AngioDynamics: 1,713,789 shares worth $22M.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, followed by Healthcare and Industrials.
- Kotler Kevin's largest Q4 2025 buy was AngioDynamics: 1,713,789 shares worth $22M.
- Kotler Kevin's ten largest holdings make up 90% of its $427M portfolio in Q4 2025.
- Kotler Kevin disclosed 38 positions in Q4 2025, its first 13F filing on record.
Based on Kotler Kevin's 13F filing for Q4 2025, filed 17 Feb 2026.